IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,043 shares; 2025Q1: 44,531 shares; 2025Q2: 38,371 shares; 2025Q3: 60,216 shares; 2025Q4: 62,814 shares; 2026Q1: 65,004 shares; 2026Q2: 65,342 shares; 2026Q3: 67,230 shares 67,230 $51.5M 12.26% +1,888 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; 2024Q4: not reported; 2025Q1: 296,369 shares; 2025Q2: 404,032 shares; 2025Q3: 607,696 shares; 2025Q4: 610,134 shares; 2026Q1: 636,000 shares; 2026Q2: 629,635 shares; 2026Q3: 657,308 shares 657,308 $33M 7.86% +27,673 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,893 shares; 2025Q3: 165,069 shares; 2025Q4: 173,727 shares; 2026Q1: 193,973 shares; 2026Q2: 197,255 shares; 2026Q3: 204,261 shares 204,261 $14.7M 3.5% +7,006 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314,478 shares; 2025Q4: 331,410 shares; 2026Q1: 375,633 shares; 2026Q2: 379,309 shares; 2026Q3: 395,636 shares 395,636 $14.4M 3.43% +16,327 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 26,323 shares; 2025Q3: 33,178 shares; 2025Q4: 42,880 shares; 2026Q1: 53,575 shares; 2026Q2: 56,553 shares; 2026Q3: 59,621 shares 59,621 $14.2M 3.39% +3,068 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,199 shares; 2025Q4: 196,589 shares; 2026Q1: 220,423 shares; 2026Q2: 232,432 shares; 2026Q3: 255,996 shares 255,996 $12.2M 2.92% +23,564 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229,266 shares; 2025Q4: 238,953 shares; 2026Q1: 268,133 shares; 2026Q2: 280,542 shares; 2026Q3: 307,726 shares 307,726 $12.1M 2.89% +27,184 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162,302 shares; 2025Q4: 171,381 shares; 2026Q1: 188,064 shares; 2026Q2: 193,630 shares; 2026Q3: 209,717 shares 209,717 $10.7M 2.54% +16,087 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232,913 shares; 2025Q4: 242,734 shares; 2026Q1: 273,270 shares; 2026Q2: 272,638 shares; 2026Q3: 287,919 shares 287,919 $10.4M 2.48% +15,281 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,246 shares; 2025Q4: 128,134 shares; 2026Q1: 139,728 shares; 2026Q2: 142,694 shares; 2026Q3: 147,921 shares 147,921 $9.87M 2.35% +5,227 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,917 shares; 2025Q1: 21,750 shares; 2025Q2: 20,822 shares; 2025Q3: 20,523 shares; 2025Q4: 20,340 shares; 2026Q1: 20,057 shares; 2026Q2: 19,499 shares; 2026Q3: 18,565 shares 18,565 $9.52M 2.27% -934 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; 2024Q4: 101,795 shares; 2025Q1: 102,595 shares; 2025Q2: 101,208 shares; 2025Q3: 102,853 shares; 2025Q4: 103,955 shares; 2026Q1: 104,266 shares; 2026Q2: 105,867 shares; 2026Q3: 109,425 shares 109,425 $9.42M 2.24% +3,558 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,096 shares; 2025Q3: 76,267 shares; 2025Q4: 117,917 shares; 2026Q1: 138,593 shares; 2026Q2: 142,145 shares; 2026Q3: 147,234 shares 147,234 $8.7M 2.07% +5,089 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,715 shares; 2025Q1: 28,692 shares; 2025Q2: 27,076 shares; 2025Q3: 25,693 shares; 2025Q4: 25,573 shares; 2026Q1: 25,163 shares; 2026Q2: 25,200 shares; 2026Q3: 24,843 shares 24,843 $8.27M 1.97% -357 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,125 shares; 2025Q1: 9,967 shares; 2025Q2: 10,124 shares; 2025Q3: 9,967 shares; 2025Q4: 9,796 shares; 2026Q1: 9,687 shares; 2026Q2: 9,542 shares; 2026Q3: 9,113 shares 9,113 $7.39M 1.76% -429 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; 2024Q4: 30,183 shares; 2025Q1: 51,985 shares; 2025Q2: 57,947 shares; 2025Q3: 54,685 shares; 2025Q4: 56,121 shares; 2026Q1: 78,991 shares; 2026Q2: 81,388 shares; 2026Q3: 89,171 shares 89,171 $6.98M 1.66% +7,783 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,696 shares; 2025Q1: 71,900 shares; 2025Q2: 85,139 shares; 2025Q3: 85,141 shares; 2025Q4: 91,083 shares; 2026Q1: 99,099 shares; 2026Q2: 100,760 shares; 2026Q3: 100,757 shares 100,757 $6.16M 1.47% -3 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; 2024Q4: 98,553 shares; 2025Q1: 121,196 shares; 2025Q2: 126,235 shares; 2025Q3: 129,192 shares; 2025Q4: 132,677 shares; 2026Q1: 160,529 shares; 2026Q2: 162,769 shares; 2026Q3: 168,987 shares 168,987 $6.07M 1.45% +6,218 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,370 shares; 2025Q1: 115,277 shares; 2025Q2: 121,808 shares; 2025Q3: 122,693 shares; 2025Q4: 126,937 shares; 2026Q1: 156,749 shares; 2026Q2: 159,917 shares; 2026Q3: 190,173 shares 190,173 $5.98M 1.43% +30,256 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; 2024Q4: 26,123 shares; 2025Q1: 24,897 shares; 2025Q2: 23,725 shares; 2025Q3: 23,634 shares; 2025Q4: 24,145 shares; 2026Q1: 23,169 shares; 2026Q2: 23,161 shares; 2026Q3: 22,736 shares 22,736 $5.66M 1.35% -425 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,377 shares; 2025Q1: 16,325 shares; 2025Q2: 14,918 shares; 2025Q3: 14,866 shares; 2025Q4: 14,994 shares; 2026Q1: 14,521 shares; 2026Q2: 14,116 shares; 2026Q3: 14,145 shares 14,145 $4.97M 1.18% +29 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 651 shares; 2026Q1: 2,146 shares; 2026Q2: 9,247 shares; 2026Q3: 38,791 shares 38,791 $4.86M 1.16% +29,544 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,100 shares; 2025Q4: 130,374 shares; 2026Q1: 168,984 shares; 2026Q2: 169,605 shares; 2026Q3: 179,380 shares 179,380 $4.79M 1.14% +9,775 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; 2024Q4: 9,877 shares; 2025Q1: 9,903 shares; 2025Q2: 9,903 shares; 2025Q3: 9,753 shares; 2025Q4: 9,585 shares; 2026Q1: 9,531 shares; 2026Q2: 9,439 shares; 2026Q3: 9,422 shares 9,422 $4.69M 1.12% -17 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,053 shares; 2025Q1: 9,923 shares; 2025Q2: 10,447 shares; 2025Q3: 9,978 shares; 2025Q4: 9,840 shares; 2026Q1: 11,517 shares; 2026Q2: 9,472 shares; 2026Q3: 9,281 shares 9,281 $3.99M 0.95% -191 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,853 shares 23,853 $3.88M 0.92% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,172 shares; 2025Q1: 13,176 shares; 2025Q2: 12,223 shares; 2025Q3: 12,001 shares; 2025Q4: 11,692 shares; 2026Q1: 11,542 shares; 2026Q2: 11,349 shares; 2026Q3: 11,380 shares 11,380 $3.88M 0.92% +31 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,766 shares; 2025Q3: 42,983 shares; 2025Q4: 51,993 shares; 2026Q1: 59,332 shares; 2026Q2: 63,370 shares; 2026Q3: 61,241 shares 61,241 $3.72M 0.89% -2,129 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,116 shares; 2025Q1: 14,685 shares; 2025Q2: 13,542 shares; 2025Q3: 13,454 shares; 2025Q4: 13,568 shares; 2026Q1: 14,463 shares; 2026Q2: 15,002 shares; 2026Q3: 15,248 shares 15,248 $3.48M 0.83% +246 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; 2024Q4: 10,913 shares; 2025Q1: 11,356 shares; 2025Q2: 11,220 shares; 2025Q3: 10,911 shares; 2025Q4: 10,647 shares; 2026Q1: 10,592 shares; 2026Q2: 11,135 shares; 2026Q3: 11,051 shares 11,051 $3.36M 0.8% -84 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,478 shares; 2025Q1: 5,728 shares; 2025Q2: 6,599 shares; 2025Q3: 7,264 shares; 2025Q4: 7,732 shares; 2026Q1: 7,332 shares; 2026Q2: 7,282 shares; 2026Q3: 7,302 shares 7,302 $3.3M 0.79% +20 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,776 shares; 2025Q1: 3,717 shares; 2025Q2: 3,609 shares; 2025Q3: 3,145 shares; 2025Q4: 15,986 shares; 2026Q1: 30,379 shares; 2026Q2: 31,052 shares; 2026Q3: 29,756 shares 29,756 $3.18M 0.76% -1,296 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 11,597 shares; 2026Q2: 15,641 shares; 2026Q3: 16,607 shares 16,607 $2.94M 0.7% +966 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,266 shares; 2025Q1: 11,298 shares; 2025Q2: 9,756 shares; 2025Q3: 9,629 shares; 2025Q4: 9,291 shares; 2026Q1: 8,463 shares; 2026Q2: 8,101 shares; 2026Q3: 8,012 shares 8,012 $2.88M 0.69% -89 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; 2024Q4: 5,563 shares; 2025Q1: 5,723 shares; 2025Q2: 5,770 shares; 2025Q3: 5,850 shares; 2025Q4: 8,479 shares; 2026Q1: 8,314 shares; 2026Q2: 8,035 shares; 2026Q3: 8,030 shares 8,030 $2.66M 0.63% -5 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,930 shares; 2025Q1: 91,331 shares; 2025Q2: 94,346 shares; 2025Q3: 26,144 shares; 2025Q4: 25,036 shares; 2026Q1: 12,544 shares; 2026Q2: 12,144 shares; 2026Q3: 11,712 shares 11,712 $2.27M 0.54% -432 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,079 shares; 2025Q1: 62,404 shares; 2025Q2: 51,466 shares; 2025Q3: 51,466 shares; 2025Q4: 51,466 shares; 2026Q1: 51,466 shares; 2026Q2: 51,466 shares; 2026Q3: 51,466 shares 51,466 $2.26M 0.54% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 1,960 shares; 2025Q3: 1,964 shares; 2025Q4: 1,841 shares; 2026Q1: 2,313 shares; 2026Q2: 2,365 shares; 2026Q3: 2,318 shares 2,318 $2.21M 0.53% -47 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,895 shares; 2025Q4: 38,043 shares; 2026Q1: 35,755 shares; 2026Q2: 38,157 shares; 2026Q3: 48,049 shares 48,049 $2.19M 0.52% +9,892 Timeline CZWI CITIZENS CMNTY BANCORP INC M More: the full row for CITIZENS CMNTY BANCORP INC M Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,970 shares; 2025Q1: 90,485 shares; 2025Q2: 88,950 shares; 2025Q3: 88,950 shares; 2025Q4: 92,950 shares; 2026Q1: 103,682 shares; 2026Q2: 104,290 shares; 2026Q3: 102,195 shares 102,195 $2.16M 0.51% -2,095 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,797 shares; 2026Q2: 1,853 shares; 2026Q3: 3,275 shares 3,275 $2.15M 0.51% +1,422 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,316 shares; 2025Q4: 51,026 shares; 2026Q1: 56,494 shares; 2026Q2: 59,114 shares; 2026Q3: 64,255 shares 64,255 $2.15M 0.51% +5,141 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,895 shares; 2025Q4: 43,594 shares; 2026Q1: 41,836 shares; 2026Q2: 40,896 shares; 2026Q3: 43,406 shares 43,406 $2.14M 0.51% +2,510 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,067 shares; 2025Q1: 32,067 shares; 2025Q2: 23,658 shares; 2025Q3: 23,658 shares; 2025Q4: 22,158 shares; 2026Q1: 22,158 shares; 2026Q2: 22,158 shares; 2026Q3: 22,159 shares 22,159 $2.11M 0.5% +1 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; 2024Q4: 11,513 shares; 2025Q1: 12,417 shares; 2025Q2: 16,201 shares; 2025Q3: 16,624 shares; 2025Q4: 20,269 shares; 2026Q1: 20,329 shares; 2026Q2: 20,242 shares; 2026Q3: 21,280 shares 21,280 $2.08M 0.5% +1,038 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,272 shares; 2025Q1: 1,273 shares; 2025Q2: 1,242 shares; 2025Q3: 1,053 shares; 2025Q4: 1,090 shares; 2026Q1: 1,091 shares; 2026Q2: 2,706 shares; 2026Q3: 2,711 shares 2,711 $1.82M 0.43% +5 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,014 shares; 2025Q1: 5,189 shares; 2025Q2: 5,189 shares; 2025Q3: 5,289 shares; 2025Q4: 3,239 shares; 2026Q1: 3,389 shares; 2026Q2: 3,339 shares; 2026Q3: 2,935 shares 2,935 $1.8M 0.43% -404 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,759 shares; 2025Q1: 4,606 shares; 2025Q2: 4,333 shares; 2025Q3: 4,173 shares; 2025Q4: 3,956 shares; 2026Q1: 3,734 shares; 2026Q2: 3,737 shares; 2026Q3: 3,696 shares 3,696 $1.75M 0.42% -41 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,521 shares; 2025Q1: 9,467 shares; 2025Q2: 9,108 shares; 2025Q3: 9,116 shares; 2025Q4: 9,132 shares; 2026Q1: 9,145 shares; 2026Q2: 9,153 shares; 2026Q3: 9,385 shares 9,385 $1.74M 0.41% +232 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; 2024Q4: 825 shares; 2025Q1: 976 shares; 2025Q2: 2,251 shares; 2025Q3: 2,253 shares; 2025Q4: 2,255 shares; 2026Q1: 2,271 shares; 2026Q2: 2,276 shares; 2026Q3: 2,281 shares 2,281 $1.74M 0.41% +5 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,710 shares; 2025Q1: 126,142 shares; 2025Q2: 64,919 shares; 2025Q3: 33,417 shares; 2025Q4: 31,774 shares; 2026Q1: 28,416 shares; 2026Q2: 24,221 shares; 2026Q3: 22,003 shares 22,003 $1.72M 0.41% -2,218 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,866 shares; 2026Q2: 6,253 shares; 2026Q3: 11,077 shares 11,077 $1.7M 0.41% +4,824 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,701 shares; 2025Q1: 2,766 shares; 2025Q2: 3,051 shares; 2025Q3: 2,866 shares; 2025Q4: 2,417 shares; 2026Q1: 2,639 shares; 2026Q2: 3,396 shares; 2026Q3: 3,204 shares 3,204 $1.66M 0.39% -192 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,132 shares; 2025Q1: 18,031 shares; 2025Q2: 14,610 shares; 2025Q3: 13,209 shares; 2025Q4: 11,767 shares; 2026Q1: 8,941 shares; 2026Q2: 8,943 shares; 2026Q3: 9,725 shares 9,725 $1.64M 0.39% +782 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,231 shares; 2025Q1: 5,694 shares; 2025Q2: 5,045 shares; 2025Q3: 4,706 shares; 2025Q4: 4,720 shares; 2026Q1: 4,506 shares; 2026Q2: 4,520 shares; 2026Q3: 4,534 shares 4,534 $1.62M 0.38% +14 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,108 shares; 2025Q1: 5,460 shares; 2025Q2: 4,509 shares; 2025Q3: 4,360 shares; 2025Q4: 4,331 shares; 2026Q1: 4,663 shares; 2026Q2: 4,624 shares; 2026Q3: 4,566 shares 4,566 $1.57M 0.37% -58 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,657 shares; 2025Q1: 3,641 shares; 2025Q2: 3,898 shares; 2025Q3: 3,905 shares; 2025Q4: 3,912 shares; 2026Q1: 3,917 shares; 2026Q2: 3,923 shares; 2026Q3: 3,483 shares 3,483 $1.5M 0.36% -440 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,600 shares; 2025Q1: 7,319 shares; 2025Q2: 6,756 shares; 2025Q3: 6,750 shares; 2025Q4: 6,832 shares; 2026Q1: 5,760 shares; 2026Q2: 5,768 shares; 2026Q3: 5,743 shares 5,743 $1.42M 0.34% -25 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; 2024Q4: 10,075 shares; 2025Q1: 6,626 shares; 2025Q2: 6,015 shares; 2025Q3: 5,157 shares; 2025Q4: 5,216 shares; 2026Q1: 4,912 shares; 2026Q2: 4,915 shares; 2026Q3: 5,042 shares 5,042 $1.41M 0.34% +127 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,383 shares; 2025Q1: 107,068 shares; 2025Q2: 114,894 shares; 2025Q3: 22,384 shares; 2025Q4: 21,672 shares; 2026Q1: 10,808 shares; 2026Q2: 10,688 shares; 2026Q3: 10,685 shares 10,685 $1.38M 0.33% -3 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189,953 shares; 2025Q1: 465,251 shares; 2025Q2: 273,733 shares; 2025Q3: 60,545 shares; 2025Q4: 52,104 shares; 2026Q1: 20,652 shares; 2026Q2: 19,791 shares; 2026Q3: 19,854 shares 19,854 $1.35M 0.32% +63 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,527 shares; 2025Q1: 7,147 shares; 2025Q2: 5,616 shares; 2025Q3: 7,036 shares; 2025Q4: 6,660 shares; 2026Q1: 6,562 shares; 2026Q2: 6,525 shares; 2026Q3: 6,558 shares 6,558 $1.34M 0.32% +33 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; 2024Q4: 997 shares; 2025Q1: 999 shares; 2025Q2: 1,000 shares; 2025Q3: 1,002 shares; 2025Q4: 1,003 shares; 2026Q1: 1,004 shares; 2026Q2: 1,005 shares; 2026Q3: 3,354 shares 3,354 $1.33M 0.32% +2,349 Timeline RWL 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; 2024Q4: 99,698 shares; 2025Q1: 119,016 shares; 2025Q2: 125,169 shares; 2025Q3: 24,244 shares; 2025Q4: 22,583 shares; 2026Q1: 10,161 shares; 2026Q2: 10,032 shares; 2026Q3: 10,252 shares 10,252 $1.32M 0.31% +220 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; 2024Q4: 13,579 shares; 2025Q1: 11,006 shares; 2025Q2: 10,753 shares; 2025Q3: 10,727 shares; 2025Q4: 10,741 shares; 2026Q1: 9,802 shares; 2026Q2: 9,868 shares; 2026Q3: 9,873 shares 9,873 $1.31M 0.31% +5 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,659 shares; 2025Q1: 9,536 shares; 2025Q2: 9,256 shares; 2025Q3: 8,350 shares; 2025Q4: 8,055 shares; 2026Q1: 8,107 shares; 2026Q2: 5,819 shares; 2026Q3: 5,632 shares 5,632 $1.3M 0.31% -187 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,414 shares; 2025Q1: 6,098 shares; 2025Q2: 4,711 shares; 2025Q3: 4,726 shares; 2025Q4: 4,592 shares; 2026Q1: 4,558 shares; 2026Q2: 4,567 shares; 2026Q3: 4,603 shares 4,603 $1.22M 0.29% +36 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,481 shares; 2025Q1: 4,655 shares; 2025Q2: 4,660 shares; 2025Q3: 4,662 shares; 2025Q4: 4,537 shares; 2026Q1: 4,534 shares; 2026Q2: 4,532 shares; 2026Q3: 4,541 shares 4,541 $1.19M 0.28% +9 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,796 shares; 2025Q1: 9,517 shares; 2025Q2: 9,074 shares; 2025Q3: 8,862 shares; 2025Q4: 7,528 shares; 2026Q1: 7,339 shares; 2026Q2: 7,332 shares; 2026Q3: 7,289 shares 7,289 $1.15M 0.27% -43 Timeline IGPT 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; 2024Q4: 206,954 shares; 2025Q1: 9,682 shares; 2025Q2: 19,082 shares; 2025Q3: 14,451 shares; 2025Q4: 14,274 shares; 2026Q1: 11,787 shares; 2026Q2: 11,393 shares; 2026Q3: 11,132 shares 11,132 $1.13M 0.27% -261 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,094 shares; 2025Q1: 2,286 shares; 2025Q2: 2,222 shares; 2025Q3: 2,182 shares; 2025Q4: 22,501 shares; 2026Q1: 19,740 shares; 2026Q2: 18,793 shares; 2026Q3: 16,246 shares 16,246 $1.13M 0.27% -2,547 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; 2024Q4: 836 shares; 2025Q1: 782 shares; 2025Q2: 730 shares; 2025Q3: 767 shares; 2025Q4: 809 shares; 2026Q1: 2,749 shares; 2026Q2: 3,062 shares; 2026Q3: 3,211 shares 3,211 $1.07M 0.25% +149 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; 2024Q4: 2,683 shares; 2025Q1: 3,057 shares; 2025Q2: 2,786 shares; 2025Q3: 2,437 shares; 2025Q4: 947 shares; 2026Q1: 928 shares; 2026Q2: 905 shares; 2026Q3: 912 shares 912 $1.06M 0.25% +7 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,633 shares; 2025Q1: 11,083 shares; 2025Q2: 4,315 shares; 2025Q3: 4,316 shares; 2025Q4: 4,668 shares; 2026Q1: 4,317 shares; 2026Q2: 4,236 shares; 2026Q3: 4,306 shares 4,306 $1.04M 0.25% +70 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,993 shares; 2025Q1: 33,219 shares; 2025Q2: 57,277 shares; 2025Q3: 47,057 shares; 2025Q4: 25,781 shares; 2026Q1: 20,888 shares; 2026Q2: 20,675 shares; 2026Q3: 20,985 shares 20,985 $1.03M 0.25% +310 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; 2024Q4: 22,180 shares; 2025Q1: 21,591 shares; 2025Q2: 21,484 shares; 2025Q3: 20,168 shares; 2025Q4: 21,352 shares; 2026Q1: 20,585 shares; 2026Q2: 19,331 shares; 2026Q3: 18,893 shares 18,893 $1.03M 0.24% -438 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; 2024Q4: 10,515 shares; 2025Q1: 9,331 shares; 2025Q2: 7,190 shares; 2025Q3: 7,125 shares; 2025Q4: 7,003 shares; 2026Q1: 7,016 shares; 2026Q2: 7,151 shares; 2026Q3: 6,915 shares 6,915 $1M 0.24% -236 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,015 shares; 2025Q1: 59,319 shares; 2025Q2: 37,723 shares; 2025Q3: 38,512 shares; 2025Q4: 38,512 shares; 2026Q1: 38,512 shares; 2026Q2: 38,512 shares; 2026Q3: 38,512 shares 38,512 $989K 0.24% 0 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; 2024Q4: 8,816 shares; 2025Q1: 7,773 shares; 2025Q2: 7,190 shares; 2025Q3: 7,097 shares; 2025Q4: 6,615 shares; 2026Q1: 6,616 shares; 2026Q2: 6,570 shares; 2026Q3: 6,566 shares 6,566 $954K 0.23% -4 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,970 shares; 2025Q1: 1,971 shares; 2025Q2: 1,679 shares; 2025Q3: 1,680 shares; 2025Q4: 1,660 shares; 2026Q1: 1,535 shares; 2026Q2: 1,510 shares; 2026Q3: 1,461 shares 1,461 $938K 0.22% -49 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; 2024Q4: 4,322 shares; 2025Q1: 4,249 shares; 2025Q2: 4,018 shares; 2025Q3: 4,034 shares; 2025Q4: 3,713 shares; 2026Q1: 3,479 shares; 2026Q2: 3,235 shares; 2026Q3: 3,169 shares 3,169 $902K 0.21% -66 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,091 shares; 2025Q4: 23,141 shares; 2026Q1: 26,717 shares; 2026Q2: 29,426 shares; 2026Q3: 32,466 shares 32,466 $842K 0.2% +3,040 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,336 shares; 2025Q4: 26,382 shares; 2026Q1: 29,590 shares; 2026Q2: 32,902 shares; 2026Q3: 36,139 shares 36,139 $827K 0.2% +3,237 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; 2024Q4: 2,240 shares; 2025Q1: 1,110 shares; 2025Q2: 775 shares; 2025Q3: 875 shares; 2025Q4: 1,013 shares; 2026Q1: 775 shares; 2026Q2: 775 shares; 2026Q3: 3,080 shares 3,080 $815K 0.19% +2,305 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; 2024Q4: 1,827 shares; 2025Q1: 2,533 shares; 2025Q2: 1,425 shares; 2025Q3: 1,379 shares; 2025Q4: 1,367 shares; 2026Q1: 1,370 shares; 2026Q2: 1,374 shares; 2026Q3: 1,460 shares 1,460 $744K 0.18% +86 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; 2024Q4: 3,215 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,171 shares; 2025Q4: 3,194 shares; 2026Q1: 3,205 shares; 2026Q2: 3,218 shares; 2026Q3: 3,182 shares 3,182 $742K 0.18% -36 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares; 2026Q3: 4,200 shares 4,200 $733K 0.17% +2,970 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 775 shares; 2025Q1: 738 shares; 2025Q2: 697 shares; 2025Q3: 698 shares; 2025Q4: 685 shares; 2026Q1: 660 shares; 2026Q2: 653 shares; 2026Q3: 671 shares 671 $710K 0.17% +18 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,889 shares; 2025Q1: 5,047 shares; 2025Q2: 6,353 shares; 2025Q3: 5,991 shares; 2025Q4: 3,601 shares; 2026Q1: 3,510 shares; 2026Q2: 3,451 shares; 2026Q3: 3,382 shares 3,382 $690K 0.16% -69 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,272 shares; 2025Q1: 4,285 shares; 2025Q2: 2,903 shares; 2025Q3: 6,173 shares; 2025Q4: 10,126 shares; 2026Q1: 10,161 shares; 2026Q2: 10,191 shares; 2026Q3: 5,985 shares 5,985 $657K 0.16% -4,206 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,805 shares; 2025Q1: 7,805 shares; 2025Q2: 6,599 shares; 2025Q3: 6,599 shares; 2025Q4: 6,599 shares; 2026Q1: 6,599 shares; 2026Q2: 6,599 shares; 2026Q3: 6,599 shares 6,599 $656K 0.16% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,592 shares; 2025Q1: 9,190 shares; 2025Q2: 23,097 shares; 2025Q3: 10,096 shares; 2025Q4: 9,225 shares; 2026Q1: 9,094 shares; 2026Q2: 8,157 shares; 2026Q3: 8,471 shares 8,471 $639K 0.15% +314 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,850 shares; 2025Q1: 8,538 shares; 2025Q2: 6,849 shares; 2025Q3: 5,303 shares; 2025Q4: 4,826 shares; 2026Q1: 4,858 shares; 2026Q2: 4,889 shares; 2026Q3: 4,914 shares 4,914 $587K 0.14% +25 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; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 961 shares; 2026Q1: 961 shares; 2026Q2: 961 shares; 2026Q3: 961 shares 961 $585K 0.14% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,749 shares; 2025Q1: 9,293 shares; 2025Q2: 18,654 shares; 2025Q3: 22,905 shares; 2025Q4: 23,282 shares; 2026Q1: 23,790 shares; 2026Q2: 20,129 shares; 2026Q3: 5,576 shares 5,576 $579K 0.14% -14,553 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares; 2026Q3: 2,739 shares 2,739 $578K 0.14% -1,661 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,071 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,847 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares; 2026Q3: 1,847 shares 1,847 $571K 0.14% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,230 shares; 2025Q1: 5,850 shares; 2025Q2: 2,997 shares; 2025Q3: 2,556 shares; 2025Q4: 2,295 shares; 2026Q1: 2,196 shares; 2026Q2: 2,203 shares; 2026Q3: 2,172 shares 2,172 $559K 0.13% -31 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; 2024Q4: 97,551 shares; 2025Q1: 73,770 shares; 2025Q2: 85,456 shares; 2025Q3: 7,429 shares; 2025Q4: 7,008 shares; 2026Q1: 7,146 shares; 2026Q2: 7,201 shares; 2026Q3: 7,201 shares 7,201 $556K 0.13% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,804 shares; 2025Q1: 20,973 shares; 2025Q2: 19,365 shares; 2025Q3: 19,370 shares; 2025Q4: 19,494 shares; 2026Q1: 19,378 shares; 2026Q2: 19,333 shares; 2026Q3: 19,340 shares 19,340 $552K 0.13% +7 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,645 shares 3,645 $550K 0.13% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,266 shares; 2025Q1: 14,177 shares; 2025Q2: 13,256 shares; 2025Q3: 12,672 shares; 2025Q4: 9,882 shares; 2026Q1: 5,719 shares; 2026Q2: 5,508 shares; 2026Q3: 4,981 shares 4,981 $530K 0.13% -527 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; 2024Q4: 1,674 shares; 2025Q1: 1,577 shares; 2025Q2: 1,529 shares; 2025Q3: 1,531 shares; 2025Q4: 1,507 shares; 2026Q1: 1,509 shares; 2026Q2: 1,511 shares; 2026Q3: 1,485 shares 1,485 $528K 0.13% -26 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,712 shares; 2025Q1: 1,556 shares; 2025Q2: 1,573 shares; 2025Q3: 1,443 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares; 2026Q3: 1,477 shares 1,477 $524K 0.12% +80 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,689 shares; 2025Q3: 16,117 shares; 2025Q4: 15,615 shares; 2026Q1: 12,006 shares; 2026Q2: 12,007 shares; 2026Q3: 12,595 shares 12,595 $506K 0.12% +588 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; 2024Q4: 4,966 shares; 2025Q1: 4,673 shares; 2025Q2: 4,675 shares; 2025Q3: 4,600 shares; 2025Q4: 4,446 shares; 2026Q1: 4,319 shares; 2026Q2: 4,320 shares; 2026Q3: 4,676 shares 4,676 $503K 0.12% +356 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; 2024Q4: 11,867 shares; 2025Q1: 9,140 shares; 2025Q2: 7,218 shares; 2025Q3: 7,078 shares; 2025Q4: 6,713 shares; 2026Q1: 6,550 shares; 2026Q2: 6,573 shares; 2026Q3: 6,613 shares 6,613 $501K 0.12% +40 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; 2024Q4: not reported; 2025Q1: 1,438 shares; 2025Q2: 2,151 shares; 2025Q3: 2,161 shares; 2025Q4: 2,238 shares; 2026Q1: not reported; 2026Q2: 1,398 shares; 2026Q3: 1,781 shares 1,781 $476K 0.11% +383 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,887 shares; 2025Q1: 8,899 shares; 2025Q2: 8,542 shares; 2025Q3: 8,554 shares; 2025Q4: 8,569 shares; 2026Q1: 8,583 shares; 2026Q2: 8,596 shares; 2026Q3: 8,610 shares 8,610 $472K 0.11% +14 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; 2024Q4: 5,031 shares; 2025Q1: 5,134 shares; 2025Q2: 5,121 shares; 2025Q3: 5,004 shares; 2025Q4: 4,964 shares; 2026Q1: 4,565 shares; 2026Q2: 4,565 shares; 2026Q3: 4,395 shares 4,395 $461K 0.11% -170 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,305 shares; 2025Q1: 12,133 shares; 2025Q2: 10,228 shares; 2025Q3: 7,255 shares; 2025Q4: 6,574 shares; 2026Q1: 6,592 shares; 2026Q2: 6,161 shares; 2026Q3: 6,061 shares 6,061 $459K 0.11% -100 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,316 shares; 2025Q1: 3,283 shares; 2025Q2: 3,157 shares; 2025Q3: 3,086 shares; 2025Q4: 3,256 shares; 2026Q1: 3,342 shares; 2026Q2: 3,366 shares; 2026Q3: 3,460 shares 3,460 $449K 0.11% +94 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares; 2026Q3: 1,670 shares 1,670 $444K 0.11% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,444 shares; 2025Q1: 14,554 shares; 2025Q2: 11,396 shares; 2025Q3: 10,266 shares; 2025Q4: 8,632 shares; 2026Q1: 8,642 shares; 2026Q2: 8,704 shares; 2026Q3: 8,757 shares 8,757 $443K 0.11% +53 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,692 shares; 2025Q1: 5,102 shares; 2025Q2: 5,102 shares; 2025Q3: 4,988 shares; 2025Q4: 5,011 shares; 2026Q1: 4,444 shares; 2026Q2: 4,286 shares; 2026Q3: 4,255 shares 4,255 $442K 0.11% -31 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,146 shares; 2025Q3: 5,999 shares; 2025Q4: 5,740 shares; 2026Q1: 6,642 shares; 2026Q2: 6,668 shares; 2026Q3: 6,710 shares 6,710 $433K 0.1% +42 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,816 shares; 2026Q2: 2,816 shares; 2026Q3: 2,816 shares 2,816 $419K 0.1% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 901 shares; 2026Q3: 1,268 shares 1,268 $413K 0.1% +367 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332 shares; 2025Q4: 340 shares; 2026Q1: 345 shares; 2026Q2: 339 shares; 2026Q3: 433 shares 433 $412K 0.1% +94 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares; 2026Q3: 2,561 shares 2,561 $397K 0.09% -1,839 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,330 shares; 2025Q3: 1,251 shares; 2025Q4: 1,274 shares; 2026Q1: 1,267 shares; 2026Q2: 1,254 shares; 2026Q3: 1,255 shares 1,255 $392K 0.09% +1 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,509 shares; 2026Q2: 12,283 shares; 2026Q3: 13,855 shares 13,855 $390K 0.09% +1,572 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares; 2026Q3: 7,800 shares 7,800 $386K 0.09% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,711 shares; 2025Q2: 3,126 shares; 2025Q3: 2,836 shares; 2025Q4: 2,851 shares; 2026Q1: 2,866 shares; 2026Q2: 2,879 shares; 2026Q3: 2,917 shares 2,917 $378K 0.09% +38 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,394 shares; 2025Q1: 3,161 shares; 2025Q2: 3,070 shares; 2025Q3: 2,497 shares; 2025Q4: 1,936 shares; 2026Q1: 1,310 shares; 2026Q2: 1,102 shares; 2026Q3: 1,105 shares 1,105 $357K 0.09% +3 Timeline WSBK WINCHESTER BANCORP INC More: the full row for WINCHESTER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,158 shares; 2026Q3: 27,500 shares 27,500 $355K 0.08% +17,342 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $355K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,196 shares; 2025Q1: 1,197 shares; 2025Q2: 1,198 shares; 2025Q3: 1,199 shares; 2025Q4: 1,177 shares; 2026Q1: 1,109 shares; 2026Q2: 1,060 shares; 2026Q3: 1,061 shares 1,061 $345K 0.08% +1 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,067 shares; 2025Q1: 5,075 shares; 2025Q2: 5,083 shares; 2025Q3: 5,090 shares; 2025Q4: 5,098 shares; 2026Q1: 5,105 shares; 2026Q2: 5,112 shares; 2026Q3: 5,178 shares 5,178 $335K 0.08% +66 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; 2024Q4: 10,806 shares; 2025Q1: 4,614 shares; 2025Q2: 3,887 shares; 2025Q3: 3,449 shares; 2025Q4: 3,299 shares; 2026Q1: not reported; 2026Q2: 831 shares; 2026Q3: 820 shares 820 $326K 0.08% -11 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,559 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares; 2026Q3: 1,678 shares 1,678 $324K 0.08% 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; 2024Q4: 714 shares; 2025Q1: 720 shares; 2025Q2: 680 shares; 2025Q3: 562 shares; 2025Q4: 421 shares; 2026Q1: 422 shares; 2026Q2: 356 shares; 2026Q3: 353 shares 353 $321K 0.08% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,731 shares; 2025Q3: 3,022 shares; 2025Q4: 2,036 shares; 2026Q1: 1,376 shares; 2026Q2: 1,363 shares; 2026Q3: 1,369 shares 1,369 $316K 0.08% +6 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268,532 shares; 2025Q1: 190,269 shares; 2025Q2: 218,520 shares; 2025Q3: 12,719 shares; 2025Q4: 14,024 shares; 2026Q1: 13,647 shares; 2026Q2: 10,836 shares; 2026Q3: 10,642 shares 10,642 $315K 0.07% -194 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,756 shares; 2025Q1: 5,629 shares; 2025Q2: 4,472 shares; 2025Q3: 3,918 shares; 2025Q4: 3,921 shares; 2026Q1: 3,889 shares; 2026Q2: 3,781 shares; 2026Q3: 3,790 shares 3,790 $314K 0.07% +9 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; 2024Q4: 730 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 683 shares; 2025Q4: 685 shares; 2026Q1: 686 shares; 2026Q2: 687 shares; 2026Q3: 448 shares 448 $314K 0.07% -239 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,658 shares; 2025Q1: 10,661 shares; 2025Q2: 5,817 shares; 2025Q3: 5,631 shares; 2025Q4: 5,536 shares; 2026Q1: 5,440 shares; 2026Q2: 5,374 shares; 2026Q3: 5,133 shares 5,133 $311K 0.07% -241 Timeline BOTJ BANK OF THE JAMES FINL GP IN More: the full row for BANK OF THE JAMES FINL GP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,594 shares; 2025Q1: 11,063 shares; 2025Q2: 11,137 shares; 2025Q3: 11,205 shares; 2025Q4: 11,265 shares; 2026Q1: 11,344 shares; 2026Q2: 11,391 shares; 2026Q3: 11,430 shares 11,430 $307K 0.07% +39 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; 2024Q4: 11,355 shares; 2025Q1: 12,357 shares; 2025Q2: 12,278 shares; 2025Q3: 11,143 shares; 2025Q4: 10,989 shares; 2026Q1: 10,993 shares; 2026Q2: 10,915 shares; 2026Q3: 12,336 shares 12,336 $301K 0.07% +1,421 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,648 shares; 2025Q1: 116,296 shares; 2025Q2: 79,748 shares; 2025Q3: 4,630 shares; 2025Q4: 3,723 shares; 2026Q1: 4,018 shares; 2026Q2: 3,623 shares; 2026Q3: 2,939 shares 2,939 $296K 0.07% -684 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,317 shares; 2025Q1: 4,030 shares; 2025Q2: 3,832 shares; 2025Q3: 3,685 shares; 2025Q4: 3,416 shares; 2026Q1: 1,661 shares; 2026Q2: 1,479 shares; 2026Q3: 1,397 shares 1,397 $293K 0.07% -82 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; 2024Q4: 2,909 shares; 2025Q1: 3,012 shares; 2025Q2: 3,015 shares; 2025Q3: 2,593 shares; 2025Q4: 2,532 shares; 2026Q1: 2,508 shares; 2026Q2: 2,511 shares; 2026Q3: 2,515 shares 2,515 $287K 0.07% +4 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 604 shares; 2025Q1: 980 shares; 2025Q2: 781 shares; 2025Q3: 545 shares; 2025Q4: 596 shares; 2026Q1: 571 shares; 2026Q2: 572 shares; 2026Q3: 573 shares 573 $277K 0.07% +1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 609 shares; 2025Q1: 625 shares; 2025Q2: 598 shares; 2025Q3: 602 shares; 2025Q4: 516 shares; 2026Q1: 496 shares; 2026Q2: 494 shares; 2026Q3: 501 shares 501 $277K 0.07% +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; 2024Q4: 3,180 shares; 2025Q1: 3,183 shares; 2025Q2: 3,186 shares; 2025Q3: 3,190 shares; 2025Q4: 3,193 shares; 2026Q1: 3,197 shares; 2026Q2: 3,200 shares; 2026Q3: 3,206 shares 3,206 $274K 0.07% +6 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,440 shares; 2025Q1: 991 shares; 2025Q2: 903 shares; 2025Q3: 675 shares; 2025Q4: 676 shares; 2026Q1: 677 shares; 2026Q2: 678 shares; 2026Q3: 656 shares 656 $273K 0.07% -22 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149,940 shares; 2025Q1: 108,551 shares; 2025Q2: 124,960 shares; 2025Q3: 7,426 shares; 2025Q4: 6,945 shares; 2026Q1: 6,581 shares; 2026Q2: 5,438 shares; 2026Q3: 5,279 shares 5,279 $270K 0.06% -159 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,730 shares; 2025Q1: 5,730 shares; 2025Q2: 4,827 shares; 2025Q3: 4,827 shares; 2025Q4: 4,827 shares; 2026Q1: 4,827 shares; 2026Q2: 4,827 shares; 2026Q3: 4,827 shares 4,827 $259K 0.06% 0 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; 2024Q4: 3,323 shares; 2025Q1: 3,454 shares; 2025Q2: 2,219 shares; 2025Q3: 697 shares; 2025Q4: 468 shares; 2026Q1: 433 shares; 2026Q2: 403 shares; 2026Q3: 381 shares 381 $257K 0.06% -22 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 999 shares; 2025Q1: 1,072 shares; 2025Q2: 1,055 shares; 2025Q3: 1,057 shares; 2025Q4: 1,063 shares; 2026Q1: 1,066 shares; 2026Q2: 1,068 shares; 2026Q3: 1,109 shares 1,109 $256K 0.06% +41 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,251 shares; 2025Q1: 2,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,037 shares; 2026Q2: 2,040 shares; 2026Q3: 2,042 shares 2,042 $256K 0.06% +2 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,410 shares; 2025Q1: 29,410 shares; 2025Q2: 30,910 shares; 2025Q3: 36,910 shares; 2025Q4: 38,110 shares; 2026Q1: 39,624 shares; 2026Q2: 39,624 shares; 2026Q3: 28,024 shares 28,024 $251K 0.06% -11,600 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,478 shares; 2025Q1: 3,630 shares; 2025Q2: 3,633 shares; 2025Q3: 3,434 shares; 2025Q4: 3,437 shares; 2026Q1: 2,752 shares; 2026Q2: 2,485 shares; 2026Q3: 2,491 shares 2,491 $246K 0.06% +6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 740 shares; 2026Q2: 777 shares; 2026Q3: 637 shares 637 $243K 0.06% -140 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 710 shares; 2026Q3: 711 shares 711 $236K 0.06% +1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 511 shares; 2026Q3: 513 shares 513 $233K 0.06% +2 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,240 shares; 2026Q2: 3,240 shares; 2026Q3: 3,240 shares 3,240 $228K 0.05% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,200 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 12,700 shares; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares; 2026Q3: 10,902 shares 10,902 $222K 0.05% -1,798 Timeline CWI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,474 shares; 2026Q3: 5,474 shares 5,474 $221K 0.05% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 1,063 shares; 2026Q3: 1,063 shares 1,063 $220K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 850 shares 850 $217K 0.05% 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; 2024Q4: 1,994 shares; 2025Q1: 2,000 shares; 2025Q2: 1,552 shares; 2025Q3: 1,556 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,389 shares 1,389 $215K 0.05% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,519 shares 2,519 $215K 0.05% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,287 shares; 2025Q4: 1,297 shares; 2026Q1: not reported; 2026Q2: 1,150 shares; 2026Q3: 1,152 shares 1,152 $212K 0.05% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,818 shares; 2026Q2: 5,818 shares; 2026Q3: 5,857 shares 5,857 $209K 0.05% +39 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,218 shares; 2025Q3: 1,956 shares; 2025Q4: 1,588 shares; 2026Q1: 1,784 shares; 2026Q2: 1,824 shares; 2026Q3: 1,613 shares 1,613 $204K 0.05% -211 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 599 shares 599 $202K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,602 shares 1,602 $201K 0.05% new 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; 2024Q4: 13,832 shares; 2025Q1: 13,912 shares; 2025Q2: 14,184 shares; 2025Q3: 14,037 shares; 2025Q4: 14,085 shares; 2026Q1: 14,132 shares; 2026Q2: 14,170 shares; 2026Q3: 14,217 shares 14,217 $171K 0.04% +47 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 19,300 shares; 2026Q2: 26,100 shares; 2026Q3: 27,000 shares 27,000 $163K 0.04% +900 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,687 shares; 2026Q1: 14,687 shares; 2026Q2: 14,687 shares; 2026Q3: 14,687 shares 14,687 $124K 0.03% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,604 shares; 2025Q1: 15,450 shares; 2025Q2: 14,053 shares; 2025Q3: 14,150 shares; 2025Q4: 14,250 shares; 2026Q1: 14,363 shares; 2026Q2: 12,456 shares; 2026Q3: 12,523 shares 12,523 $65.6K 0.02% +67 Timeline