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: 5,602 shares; 2024Q4: 3,878 shares; 2025Q1: 410,726 shares; 2025Q2: 3,663 shares; 2025Q3: 2,795 shares; 2025Q4: 2,097 shares; 2026Q1: 1,612 shares; 2026Q2: 306,309 shares 306,309 $65.2M 14.48% +304,697 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,251 shares; 2024Q4: 38,360 shares; 2025Q1: 11,388 shares; 2025Q2: 66,379 shares; 2025Q3: 62,778 shares; 2025Q4: 74,660 shares; 2026Q1: 82,381 shares; 2026Q2: 64,208 shares 64,208 $47.3M 10.5% -18,173 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,866 shares; 2024Q4: 350,582 shares; 2025Q1: 15,374 shares; 2025Q2: 15,330 shares; 2025Q3: 12,123 shares; 2025Q4: 10,394 shares; 2026Q1: 399,143 shares; 2026Q2: 417,009 shares 417,009 $42M 9.32% +17,866 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,344 shares; 2024Q4: 54,643 shares; 2025Q1: 113,940 shares; 2025Q2: 106,460 shares; 2025Q3: 163,396 shares; 2025Q4: 205,274 shares; 2026Q1: 79,201 shares; 2026Q2: 222,603 shares 222,603 $20.4M 4.53% +143,402 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,595 shares; 2026Q2: 355,922 shares 355,922 $19M 4.22% +226,327 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731,174 shares; 2024Q4: 759,218 shares; 2025Q1: 503,201 shares; 2025Q2: 467,441 shares; 2025Q3: 561,385 shares; 2025Q4: 507,389 shares; 2026Q1: 277,767 shares; 2026Q2: 281,345 shares 281,345 $15M 3.34% +3,578 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95,263 shares 95,263 $12.7M 2.82% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,612 shares; 2024Q4: 90,073 shares; 2025Q1: 86,349 shares; 2025Q2: 81,292 shares; 2025Q3: 89,959 shares; 2025Q4: 111,216 shares; 2026Q1: 107,193 shares; 2026Q2: 109,372 shares 109,372 $8.89M 1.97% +2,179 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132,636 shares; 2025Q1: 125,698 shares; 2025Q2: 120,498 shares; 2025Q3: 117,498 shares; 2025Q4: 120,028 shares; 2026Q1: 454,482 shares; 2026Q2: 455,688 shares 455,688 $8.6M 1.91% +1,206 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,416 shares 48,416 $8.27M 1.84% new 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: 20,053 shares; 2024Q4: 34,379 shares; 2025Q1: 34,068 shares; 2025Q2: 40,046 shares; 2025Q3: 39,939 shares; 2025Q4: 40,447 shares; 2026Q1: 39,237 shares; 2026Q2: 40,866 shares 40,866 $8.18M 1.82% +1,629 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: 31,036 shares; 2024Q4: 37,344 shares; 2025Q1: 35,727 shares; 2025Q2: 36,521 shares; 2025Q3: 1,754 shares; 2025Q4: 5,560 shares; 2026Q1: 30,841 shares; 2026Q2: 31,764 shares 31,764 $8.07M 1.79% +923 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: 9,648 shares; 2024Q4: 14,225 shares; 2025Q1: 17,905 shares; 2025Q2: 21,295 shares; 2025Q3: 23,258 shares; 2025Q4: 23,895 shares; 2026Q1: 26,134 shares; 2026Q2: 27,698 shares 27,698 $8.01M 1.78% +1,564 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: 11,909 shares; 2024Q4: 18,622 shares; 2025Q1: 19,194 shares; 2025Q2: 25,154 shares; 2025Q3: 26,483 shares; 2025Q4: 28,703 shares; 2026Q1: 30,736 shares; 2026Q2: 31,165 shares 31,165 $7.43M 1.65% +429 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: 775 shares; 2024Q4: 659 shares; 2025Q1: 13,951 shares; 2025Q2: 16,135 shares; 2025Q3: 17,441 shares; 2025Q4: 19,054 shares; 2026Q1: 21,161 shares; 2026Q2: 21,582 shares 21,582 $7.4M 1.64% +421 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: 7,021 shares; 2024Q4: 10,150 shares; 2025Q1: 11,688 shares; 2025Q2: 12,626 shares; 2025Q3: 13,399 shares; 2025Q4: 16,229 shares; 2026Q1: 18,502 shares; 2026Q2: 18,842 shares 18,842 $7.03M 1.56% +340 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 1,916 shares; 2025Q1: 1,440 shares; 2025Q2: 1,581 shares; 2025Q3: 1,505 shares; 2025Q4: 15,091 shares; 2026Q1: 18,122 shares; 2026Q2: 18,918 shares 18,918 $6.68M 1.48% +796 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: 28,132 shares; 2024Q4: 31,826 shares; 2025Q1: 29,633 shares; 2025Q2: 34,449 shares; 2025Q3: 37,132 shares; 2025Q4: 42,154 shares; 2026Q1: 44,829 shares; 2026Q2: 45,569 shares 45,569 $6.68M 1.48% +740 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: 169,285 shares; 2024Q4: 136,287 shares; 2025Q1: 4,979 shares; 2025Q2: 94,983 shares; 2025Q3: 99,125 shares; 2025Q4: 117,060 shares; 2026Q1: 123,804 shares; 2026Q2: 17,718 shares 17,718 $6.56M 1.46% -106,086 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,314 shares; 2025Q4: 21,644 shares; 2026Q1: 21,159 shares; 2026Q2: 22,473 shares 22,473 $6.07M 1.35% +1,314 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,817 shares; 2024Q4: 10,092 shares; 2025Q1: 61,545 shares; 2025Q2: 52,942 shares; 2025Q3: 56,714 shares; 2025Q4: 53,987 shares; 2026Q1: 55,576 shares; 2026Q2: 50,332 shares 50,332 $5.55M 1.23% -5,244 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,880 shares; 2024Q4: 72,241 shares; 2025Q1: 73,905 shares; 2025Q2: 73,058 shares; 2025Q3: 69,196 shares; 2025Q4: 66,633 shares; 2026Q1: 65,654 shares; 2026Q2: 66,665 shares 66,665 $4.08M 0.91% +1,011 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,758 shares; 2024Q4: 20,849 shares; 2025Q1: 780 shares; 2025Q2: 89,011 shares; 2025Q3: 92,158 shares; 2025Q4: 108,309 shares; 2026Q1: 115,339 shares; 2026Q2: 11,152 shares 11,152 $4.08M 0.91% -104,187 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,498 shares; 2024Q4: 37,865 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,722 shares; 2025Q4: 37,327 shares; 2026Q1: 38,976 shares; 2026Q2: 39,071 shares 39,071 $3.84M 0.85% +95 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 2,865 shares; 2025Q1: 18,299 shares; 2025Q2: 21,992 shares; 2025Q3: 20,714 shares; 2025Q4: 17,548 shares; 2026Q1: 21,374 shares; 2026Q2: 5,061 shares 5,061 $3.78M 0.84% -16,313 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,942 shares; 2024Q4: 46,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,566 shares; 2025Q4: 42,923 shares; 2026Q1: 46,895 shares; 2026Q2: 46,965 shares 46,965 $3.54M 0.79% +70 Timeline IGV 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: 69,219 shares; 2026Q2: 37,590 shares 37,590 $3.41M 0.76% -31,629 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,257 shares; 2024Q4: 118,546 shares; 2025Q1: 100,476 shares; 2025Q2: 163,465 shares; 2025Q3: 165,534 shares; 2025Q4: 113,473 shares; 2026Q1: 84,672 shares; 2026Q2: 87,229 shares 87,229 $3.4M 0.75% +2,557 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: 32,216 shares; 2024Q4: 90,300 shares; 2025Q1: 83,796 shares; 2025Q2: 87,272 shares; 2025Q3: 84,902 shares; 2025Q4: 85,314 shares; 2026Q1: 87,855 shares; 2026Q2: 99,582 shares 99,582 $3.16M 0.7% +11,727 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: not reported; 2024Q4: not reported; 2025Q1: 3,234 shares; 2025Q2: 13,284 shares; 2025Q3: 13,078 shares; 2025Q4: 8,113 shares; 2026Q1: 6,514 shares; 2026Q2: 6,712 shares 6,712 $2.82M 0.63% +198 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: 29,389 shares; 2024Q4: 86,340 shares; 2025Q1: 95,672 shares; 2025Q2: 100,406 shares; 2025Q3: 89,867 shares; 2025Q4: 89,641 shares; 2026Q1: 88,611 shares; 2026Q2: 95,206 shares 95,206 $2.8M 0.62% +6,595 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,850 shares; 2024Q4: 89,850 shares; 2025Q1: 89,850 shares; 2025Q2: 89,850 shares; 2025Q3: 89,850 shares; 2025Q4: 89,850 shares; 2026Q1: 89,850 shares; 2026Q2: 89,850 shares 89,850 $2.76M 0.61% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,284 shares; 2025Q4: 20,836 shares; 2026Q1: 25,786 shares; 2026Q2: 24,648 shares 24,648 $2.17M 0.48% -1,138 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,988 shares; 2024Q4: 47,436 shares; 2025Q1: 52,806 shares; 2025Q2: 55,323 shares; 2025Q3: 59,696 shares; 2025Q4: 58,844 shares; 2026Q1: 59,328 shares; 2026Q2: 75,215 shares 75,215 $1.93M 0.43% +15,887 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,155 shares; 2024Q4: 11,474 shares; 2025Q1: 11,475 shares; 2025Q2: 11,436 shares; 2025Q3: 11,655 shares; 2025Q4: 11,655 shares; 2026Q1: 11,655 shares; 2026Q2: 11,656 shares 11,656 $1.89M 0.42% +1 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,954 shares; 2026Q1: 71,701 shares; 2026Q2: 71,829 shares 71,829 $1.86M 0.41% +128 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43,225 shares; 2025Q1: 48,379 shares; 2025Q2: 52,178 shares; 2025Q3: 56,387 shares; 2025Q4: 55,809 shares; 2026Q1: 57,194 shares; 2026Q2: 73,065 shares 73,065 $1.86M 0.41% +15,871 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,056 shares; 2025Q1: 5,200 shares; 2025Q2: 8,106 shares; 2025Q3: 12,500 shares; 2025Q4: 13,253 shares; 2026Q1: 13,233 shares; 2026Q2: 13,412 shares 13,412 $1.83M 0.41% +179 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,464 shares; 2025Q2: 49,569 shares; 2025Q3: 54,028 shares; 2025Q4: 55,217 shares; 2026Q1: 56,139 shares; 2026Q2: 70,243 shares 70,243 $1.8M 0.4% +14,104 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 11,287 shares; 2025Q1: 14,046 shares; 2025Q2: 24,040 shares; 2025Q3: 36,184 shares; 2025Q4: 39,390 shares; 2026Q1: 37,296 shares; 2026Q2: 37,726 shares 37,726 $1.76M 0.39% +430 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,479 shares; 2026Q1: 52,706 shares; 2026Q2: 68,631 shares 68,631 $1.74M 0.39% +15,925 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,566 shares; 2025Q1: 1,489 shares; 2025Q2: 1,265 shares; 2025Q3: 1,267 shares; 2025Q4: 1,691 shares; 2026Q1: 1,735 shares; 2026Q2: 1,812 shares 1,812 $1.7M 0.38% +77 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,402 shares; 2025Q1: 1,440 shares; 2025Q2: 4,948 shares; 2025Q3: 1,714 shares; 2025Q4: 2,160 shares; 2026Q1: 4,952 shares; 2026Q2: 5,513 shares 5,513 $1.67M 0.37% +561 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 74,139 shares 74,139 $1.56M 0.35% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,769 shares; 2025Q3: 11,062 shares; 2025Q4: 15,761 shares; 2026Q1: 16,103 shares; 2026Q2: 18,892 shares 18,892 $1.52M 0.34% +2,789 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,951 shares; 2025Q2: not reported; 2025Q3: 4,352 shares; 2025Q4: 16,933 shares; 2026Q1: 18,507 shares; 2026Q2: 19,688 shares 19,688 $1.5M 0.33% +1,181 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,819 shares; 2026Q1: 3,933 shares; 2026Q2: 3,963 shares 3,963 $1.46M 0.32% +30 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: 21,260 shares; 2024Q4: 20,849 shares; 2025Q1: 17,843 shares; 2025Q2: 17,846 shares; 2025Q3: 17,863 shares; 2025Q4: 17,372 shares; 2026Q1: 17,375 shares; 2026Q2: 17,358 shares 17,358 $1.43M 0.32% -17 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,582 shares; 2024Q4: 26,836 shares; 2025Q1: 21,354 shares; 2025Q2: 26,185 shares; 2025Q3: 28,103 shares; 2025Q4: 27,623 shares; 2026Q1: 44,060 shares; 2026Q2: 42,178 shares 42,178 $1.4M 0.31% -1,882 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,073 shares; 2026Q1: 12,184 shares; 2026Q2: 12,963 shares 12,963 $1.39M 0.31% +779 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,245 shares; 2024Q4: 32,805 shares; 2025Q1: 29,648 shares; 2025Q2: 30,785 shares; 2025Q3: 30,754 shares; 2025Q4: 33,737 shares; 2026Q1: 35,251 shares; 2026Q2: 36,344 shares 36,344 $1.38M 0.31% +1,093 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 1,662 shares; 2025Q2: 2,563 shares; 2025Q3: 2,924 shares; 2025Q4: 2,278 shares; 2026Q1: 2,418 shares; 2026Q2: 2,656 shares 2,656 $1.38M 0.31% +238 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: 4,531 shares; 2024Q4: 4,640 shares; 2025Q1: 7,232 shares; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 9,175 shares; 2026Q1: 10,036 shares; 2026Q2: 10,834 shares 10,834 $1.37M 0.3% +798 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,337 shares; 2026Q1: 14,699 shares; 2026Q2: 15,735 shares 15,735 $1.36M 0.3% +1,036 Timeline TOPT 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: 20,168 shares; 2025Q1: 36,266 shares; 2025Q2: 48,774 shares; 2025Q3: 48,285 shares; 2025Q4: 47,580 shares; 2026Q1: 45,762 shares; 2026Q2: 40,559 shares 40,559 $1.34M 0.3% -5,203 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,556 shares; 2024Q4: 16,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,265 shares; 2025Q4: 17,477 shares; 2026Q1: 16,976 shares; 2026Q2: 17,014 shares 17,014 $1.32M 0.29% +38 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,922 shares; 2026Q1: 15,401 shares; 2026Q2: 16,682 shares 16,682 $1.28M 0.28% +1,281 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: 1,283 shares; 2024Q4: 9,943 shares; 2025Q1: 1,751 shares; 2025Q2: 2,713 shares; 2025Q3: 2,795 shares; 2025Q4: 2,783 shares; 2026Q1: 2,646 shares; 2026Q2: 2,639 shares 2,639 $1.26M 0.28% -7 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,915 shares; 2026Q2: 10,788 shares 10,788 $1.26M 0.28% +873 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 14,559 shares; 2026Q2: 15,595 shares 15,595 $1.24M 0.28% +1,036 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 10,090 shares; 2026Q2: 10,986 shares 10,986 $1.24M 0.28% +896 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,348 shares; 2025Q3: 23,298 shares; 2025Q4: 10,749 shares; 2026Q1: 3,316 shares; 2026Q2: 2,097 shares 2,097 $1.22M 0.27% -1,219 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,821 shares; 2024Q4: 3,446 shares; 2025Q1: 6,149 shares; 2025Q2: 949 shares; 2025Q3: 985 shares; 2025Q4: 5,451 shares; 2026Q1: 5,788 shares; 2026Q2: 7,070 shares 7,070 $1.2M 0.27% +1,282 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: 14,822 shares; 2024Q4: 19,251 shares; 2025Q1: 17,836 shares; 2025Q2: 8,517 shares; 2025Q3: 8,083 shares; 2025Q4: 7,828 shares; 2026Q1: 18,478 shares; 2026Q2: 10,365 shares 10,365 $1.17M 0.26% -8,113 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 22,205 shares; 2026Q2: 24,374 shares 24,374 $1.16M 0.26% +2,169 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: 2,884 shares; 2024Q4: 1,921 shares; 2025Q1: 1,877 shares; 2025Q2: 1,901 shares; 2025Q3: 2,455 shares; 2025Q4: 2,992 shares; 2026Q1: 2,684 shares; 2026Q2: 3,064 shares 3,064 $1.09M 0.24% +380 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: 743 shares; 2026Q1: 620 shares; 2026Q2: 882 shares 882 $1.02M 0.23% +262 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 831 shares; 2025Q1: 830 shares; 2025Q2: 818 shares; 2025Q3: 826 shares; 2025Q4: 801 shares; 2026Q1: 978 shares; 2026Q2: 1,914 shares 1,914 $1000K 0.22% +936 Timeline EMPB EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,616 shares; 2026Q2: 29,141 shares 29,141 $966K 0.21% +7,525 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 423 shares; 2025Q2: 433 shares; 2025Q3: 461 shares; 2025Q4: 464 shares; 2026Q1: 449 shares; 2026Q2: 1,405 shares 1,405 $965K 0.21% +956 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,200 shares 11,200 $918K 0.2% new 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: 1,530 shares; 2024Q4: 1,787 shares; 2025Q1: 1,551 shares; 2025Q2: 1,629 shares; 2025Q3: 1,739 shares; 2025Q4: 1,608 shares; 2026Q1: 1,555 shares; 2026Q2: 1,806 shares 1,806 $904K 0.2% +251 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: 11,063 shares; 2024Q4: 10,237 shares; 2025Q1: 10,233 shares; 2025Q2: 9,231 shares; 2025Q3: 9,021 shares; 2025Q4: 8,605 shares; 2026Q1: 8,533 shares; 2026Q2: 8,573 shares 8,573 $821K 0.18% +40 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,723 shares; 2025Q1: 13,780 shares; 2025Q2: 14,333 shares; 2025Q3: 14,088 shares; 2025Q4: 15,013 shares; 2026Q1: 16,402 shares; 2026Q2: 16,825 shares 16,825 $794K 0.18% +423 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: 6,432 shares; 2024Q4: 6,269 shares; 2025Q1: 7,793 shares; 2025Q2: 6,750 shares; 2025Q3: 6,661 shares; 2025Q4: 4,817 shares; 2026Q1: 5,172 shares; 2026Q2: 5,722 shares 5,722 $775K 0.17% +550 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 7,419 shares; 2025Q3: 8,228 shares; 2025Q4: 13,116 shares; 2026Q1: 12,779 shares; 2026Q2: 8,412 shares 8,412 $775K 0.17% -4,367 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $763K 0.17% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares; 2026Q2: 2,498 shares 2,498 $754K 0.17% +1,114 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: 109,218 shares; 2025Q3: 111,574 shares; 2025Q4: 51,897 shares; 2026Q1: 13,397 shares; 2026Q2: 5,323 shares 5,323 $743K 0.17% -8,074 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,209 shares; 2025Q1: 23,400 shares; 2025Q2: 23,046 shares; 2025Q3: 22,868 shares; 2025Q4: 22,567 shares; 2026Q1: 24,489 shares; 2026Q2: 24,261 shares 24,261 $732K 0.16% -228 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: 12,840 shares; 2024Q4: 13,692 shares; 2025Q1: 25,321 shares; 2025Q2: 14,085 shares; 2025Q3: 13,978 shares; 2025Q4: 26,918 shares; 2026Q1: 9,351 shares; 2026Q2: 9,744 shares 9,744 $701K 0.16% +393 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: 1,699 shares; 2024Q4: 2,840 shares; 2025Q1: 7,178 shares; 2025Q2: 6,232 shares; 2025Q3: 6,202 shares; 2025Q4: 2,918 shares; 2026Q1: 4,368 shares; 2026Q2: 3,108 shares 3,108 $696K 0.15% -1,260 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,118 shares; 2025Q1: 5,393 shares; 2025Q2: 5,394 shares; 2025Q3: 5,118 shares; 2025Q4: 10,617 shares; 2026Q1: 11,377 shares; 2026Q2: 14,532 shares 14,532 $659K 0.15% +3,155 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 5,679 shares; 2025Q1: 6,684 shares; 2025Q2: 12,148 shares; 2025Q3: 12,671 shares; 2025Q4: 3,316 shares; 2026Q1: 1,298 shares; 2026Q2: 1,119 shares 1,119 $630K 0.14% -179 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,912 shares; 2024Q4: 10,347 shares; 2025Q1: 10,202 shares; 2025Q2: 9,683 shares; 2025Q3: 9,181 shares; 2025Q4: 8,621 shares; 2026Q1: 5,092 shares; 2026Q2: 4,602 shares 4,602 $629K 0.14% -490 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,195 shares; 2024Q4: 13,629 shares; 2025Q1: 13,694 shares; 2025Q2: 14,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,143 shares; 2026Q2: 12,859 shares 12,859 $611K 0.14% +2,716 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: 13,987 shares; 2024Q4: 12,563 shares; 2025Q1: 11,050 shares; 2025Q2: 8,416 shares; 2025Q3: 8,499 shares; 2025Q4: 7,681 shares; 2026Q1: 7,280 shares; 2026Q2: 7,355 shares 7,355 $573K 0.13% +75 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: 8,526 shares; 2024Q4: 23,630 shares; 2025Q1: 23,844 shares; 2025Q2: 21,723 shares; 2025Q3: 21,580 shares; 2025Q4: 19,839 shares; 2026Q1: 19,799 shares; 2026Q2: 19,306 shares 19,306 $559K 0.12% -493 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,568 shares; 2024Q4: 12,178 shares; 2025Q1: 11,384 shares; 2025Q2: 10,814 shares; 2025Q3: 10,638 shares; 2025Q4: 10,669 shares; 2026Q1: 10,645 shares; 2026Q2: 10,231 shares 10,231 $553K 0.12% -414 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,461 shares; 2026Q1: 4,316 shares; 2026Q2: 4,106 shares 4,106 $536K 0.12% -210 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: 25,504 shares; 2024Q4: 26,712 shares; 2025Q1: 6,242 shares; 2025Q2: 3,118 shares; 2025Q3: 2,976 shares; 2025Q4: 2,532 shares; 2026Q1: 1,928 shares; 2026Q2: 1,809 shares 1,809 $509K 0.11% -119 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: 1,909 shares; 2024Q4: 1,829 shares; 2025Q1: 1,918 shares; 2025Q2: 1,841 shares; 2025Q3: 1,717 shares; 2025Q4: 1,428 shares; 2026Q1: 1,404 shares; 2026Q2: 1,548 shares 1,548 $507K 0.11% +144 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: 2,368 shares; 2024Q4: 2,022 shares; 2025Q1: 2,394 shares; 2025Q2: 2,237 shares; 2025Q3: 2,207 shares; 2025Q4: 6,377 shares; 2026Q1: 2,204 shares; 2026Q2: 2,066 shares 2,066 $489K 0.11% -138 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares; 2025Q4: 2,193 shares; 2026Q1: 1,911 shares; 2026Q2: 1,453 shares 1,453 $458K 0.1% -458 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,967 shares; 2025Q4: 8,566 shares; 2026Q1: 6,410 shares; 2026Q2: 3,771 shares 3,771 $442K 0.1% -2,639 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares; 2026Q2: 1,300 shares 1,300 $435K 0.1% +5 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,346 shares; 2024Q4: 12,675 shares; 2025Q1: 12,451 shares; 2025Q2: 10,705 shares; 2025Q3: 10,513 shares; 2025Q4: not reported; 2026Q1: 9,504 shares; 2026Q2: 9,456 shares 9,456 $433K 0.1% -48 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: 2,123 shares; 2024Q4: 2,140 shares; 2025Q1: 2,575 shares; 2025Q2: 2,194 shares; 2025Q3: 2,053 shares; 2025Q4: 1,372 shares; 2026Q1: 1,846 shares; 2026Q2: 2,610 shares 2,610 $433K 0.1% +764 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,140 shares; 2026Q2: 6,185 shares 6,185 $421K 0.09% +3,045 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,363 shares; 2024Q4: 8,119 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $421K 0.09% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182 shares 182 $414K 0.09% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,842 shares; 2024Q4: 4,856 shares; 2025Q1: 4,869 shares; 2025Q2: 4,869 shares; 2025Q3: 4,869 shares; 2025Q4: 4,869 shares; 2026Q1: 4,869 shares; 2026Q2: 4,869 shares 4,869 $412K 0.09% 0 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: 6,296 shares; 2024Q4: 6,165 shares; 2025Q1: 3,383 shares; 2025Q2: 3,001 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,055 shares; 2026Q2: 4,657 shares 4,657 $409K 0.09% +602 Timeline ONEV 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: 2,714 shares; 2024Q4: 2,533 shares; 2025Q1: 2,806 shares; 2025Q2: 2,911 shares; 2025Q3: 2,924 shares; 2025Q4: 2,940 shares; 2026Q1: 2,953 shares; 2026Q2: 2,857 shares 2,857 $409K 0.09% -96 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,456 shares; 2025Q4: 1,580 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $396K 0.09% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,059 shares; 2026Q1: 4,715 shares; 2026Q2: 4,016 shares 4,016 $386K 0.09% -699 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: 4,464 shares; 2024Q4: 3,881 shares; 2025Q1: 4,026 shares; 2025Q2: 3,801 shares; 2025Q3: 3,519 shares; 2025Q4: 3,534 shares; 2026Q1: 3,548 shares; 2026Q2: 6,701 shares 6,701 $376K 0.08% +3,153 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 17,589 shares; 2025Q1: 22,921 shares; 2025Q2: 23,150 shares; 2025Q3: 42,293 shares; 2025Q4: 11,782 shares; 2026Q1: 11,248 shares; 2026Q2: 11,285 shares 11,285 $369K 0.08% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,135 shares; 2026Q2: 3,116 shares 3,116 $368K 0.08% -19 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 2,454 shares; 2025Q1: 2,488 shares; 2025Q2: 24,052 shares; 2025Q3: 3,761 shares; 2025Q4: 3,677 shares; 2026Q1: 3,723 shares; 2026Q2: 3,151 shares 3,151 $339K 0.08% -572 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: 2,202 shares; 2024Q4: 2,126 shares; 2025Q1: 2,091 shares; 2025Q2: 2,097 shares; 2025Q3: 2,102 shares; 2025Q4: 2,108 shares; 2026Q1: 2,122 shares; 2026Q2: 2,116 shares 2,116 $334K 0.07% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $333K 0.07% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 1,814 shares; 2026Q1: 1,910 shares; 2026Q2: 1,904 shares 1,904 $330K 0.07% -6 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 8,962 shares; 2026Q1: 8,595 shares; 2026Q2: 8,570 shares 8,570 $328K 0.07% -25 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: 54,982 shares; 2024Q4: 15,993 shares; 2025Q1: 32,739 shares; 2025Q2: 11,966 shares; 2025Q3: 11,424 shares; 2025Q4: 11,539 shares; 2026Q1: 10,883 shares; 2026Q2: 2,743 shares 2,743 $320K 0.07% -8,140 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: 2,029 shares 2,029 $312K 0.07% new 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: 319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 259 shares 259 $310K 0.07% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,459 shares 15,459 $303K 0.07% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 750 shares; 2025Q1: 758 shares; 2025Q2: 750 shares; 2025Q3: 734 shares; 2025Q4: 723 shares; 2026Q1: 696 shares; 2026Q2: 697 shares 697 $297K 0.07% +1 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: 15,691 shares; 2024Q4: 15,694 shares; 2025Q1: 87,829 shares; 2025Q2: 101,391 shares; 2025Q3: 6,409 shares; 2025Q4: 5,871 shares; 2026Q1: 5,537 shares; 2026Q2: 2,499 shares 2,499 $294K 0.07% -3,038 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,186 shares; 2026Q2: 4,169 shares 4,169 $280K 0.06% -17 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares 235 $276K 0.06% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $276K 0.06% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,530 shares; 2025Q2: 14,601 shares; 2025Q3: 12,887 shares; 2025Q4: 9,470 shares; 2026Q1: 12,369 shares; 2026Q2: 12,339 shares 12,339 $271K 0.06% -30 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,344 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $259K 0.06% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,883 shares; 2025Q2: 1,298 shares; 2025Q3: 1,369 shares; 2025Q4: 1,278 shares; 2026Q1: 1,215 shares; 2026Q2: 1,048 shares 1,048 $249K 0.06% -167 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $244K 0.05% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,502 shares 3,502 $240K 0.05% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,384 shares; 2024Q4: 3,338 shares; 2025Q1: 3,172 shares; 2025Q2: 3,012 shares; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares; 2026Q1: 2,859 shares; 2026Q2: 2,850 shares 2,850 $238K 0.05% -9 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,763 shares 2,763 $238K 0.05% new Timeline BSCQ 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: 11,627 shares; 2026Q2: 11,970 shares 11,970 $234K 0.05% +343 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,573 shares; 2024Q4: 21,531 shares; 2025Q1: 7,144 shares; 2025Q2: 7,169 shares; 2025Q3: 7,146 shares; 2025Q4: 5,618 shares; 2026Q1: 5,728 shares; 2026Q2: 5,707 shares 5,707 $234K 0.05% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,653 shares; 2026Q2: 11,839 shares 11,839 $232K 0.05% +186 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,899 shares; 2025Q3: 10,316 shares; 2025Q4: 5,012 shares; 2026Q1: 1,228 shares; 2026Q2: 721 shares 721 $226K 0.05% -507 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,687 shares; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $225K 0.05% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 405 shares; 2026Q1: 426 shares; 2026Q2: 427 shares 427 $225K 0.05% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,831 shares; 2026Q2: 10,983 shares 10,983 $224K 0.05% +1,152 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: 3,712 shares; 2026Q1: 3,141 shares; 2026Q2: 3,125 shares 3,125 $223K 0.05% -16 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares 971 $220K 0.05% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,017 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 5,640 shares; 2026Q2: 5,640 shares 5,640 $218K 0.05% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,862 shares; 2025Q4: 2,803 shares; 2026Q1: not reported; 2026Q2: 2,803 shares 2,803 $216K 0.05% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433 shares; 2024Q4: 2,433 shares; 2025Q1: 2,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,049 shares 1,049 $215K 0.05% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,130 shares 2,130 $214K 0.05% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 7,952 shares 7,952 $212K 0.05% new Timeline WAT WATERS CORP More: the full row for WATERS 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: 561 shares 561 $210K 0.05% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,345 shares; 2026Q2: 10,052 shares 10,052 $209K 0.05% -293 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,084 shares; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: not reported; 2026Q1: 1,192 shares; 2026Q2: 1,211 shares 1,211 $209K 0.05% +19 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,332 shares 7,332 $203K 0.05% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,968 shares; 2024Q4: not reported; 2025Q1: 395,909 shares; 2025Q2: 391,417 shares; 2025Q3: 412,430 shares; 2025Q4: 453,185 shares; 2026Q1: not reported; 2026Q2: 2,754 shares 2,754 $202K 0.04% new Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,268 shares; 2024Q4: 23,243 shares; 2025Q1: 23,243 shares; 2025Q2: 21,780 shares; 2025Q3: 22,030 shares; 2025Q4: 20,930 shares; 2026Q1: 17,605 shares; 2026Q2: 17,015 shares 17,015 $171K 0.04% -590 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,837 shares; 2025Q1: 13,132 shares; 2025Q2: 14,188 shares; 2025Q3: 14,113 shares; 2025Q4: 15,163 shares; 2026Q1: 16,892 shares; 2026Q2: 16,791 shares 16,791 $130K 0.03% -101 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS 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: 10,856 shares; 2026Q2: 11,332 shares 11,332 $94.8K 0.02% +476 Timeline GPRO GOPRO INC More: the full row for GOPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,700 shares; 2024Q4: 15,700 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares; 2026Q2: 15,700 shares 15,700 $12.2K <0.01% 0 Timeline