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: 119,918 shares; 2024Q4: 142,122 shares; 2025Q1: 140,597 shares; 2025Q2: 169,407 shares; 2025Q3: 132,596 shares; 2025Q4: 112,334 shares; 2026Q1: 106,477 shares; 2026Q2: 136,001 shares 136,001 $28.9M 10.23% +29,524 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: 65,408 shares; 2024Q4: 66,382 shares; 2025Q1: 67,178 shares; 2025Q2: 74,393 shares; 2025Q3: 61,856 shares; 2025Q4: 61,892 shares; 2026Q1: 54,449 shares; 2026Q2: 50,466 shares 50,466 $18M 6.38% -3,983 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 6,253 shares; 2025Q1: 6,719 shares; 2025Q2: 7,066 shares; 2025Q3: 7,661 shares; 2025Q4: 7,646 shares; 2026Q1: 8,054 shares; 2026Q2: 8,236 shares 8,236 $16.1M 5.69% +182 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,126 shares; 2024Q4: 33,980 shares; 2025Q1: 36,870 shares; 2025Q2: 34,291 shares; 2025Q3: 36,142 shares; 2025Q4: 285,269 shares; 2026Q1: 496,769 shares; 2026Q2: 547,030 shares 547,030 $14.3M 5.04% +50,261 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,548 shares; 2024Q4: 372,905 shares; 2025Q1: 270,080 shares; 2025Q2: not reported; 2025Q3: 30,040 shares; 2025Q4: 42,615 shares; 2026Q1: 48,645 shares; 2026Q2: 246,156 shares 246,156 $12.4M 4.39% +197,511 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: 19,167 shares; 2024Q4: 19,045 shares; 2025Q1: 18,790 shares; 2025Q2: 18,333 shares; 2025Q3: 18,120 shares; 2025Q4: 17,908 shares; 2026Q1: 16,852 shares; 2026Q2: 16,404 shares 16,404 $12.1M 4.27% -448 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: 29,221 shares; 2024Q4: 30,418 shares; 2025Q1: 30,784 shares; 2025Q2: 31,609 shares; 2025Q3: 28,560 shares; 2025Q4: 29,614 shares; 2026Q1: 30,905 shares; 2026Q2: 26,083 shares 26,083 $9.73M 3.44% -4,822 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,425 shares; 2024Q4: 442,176 shares; 2025Q1: 477,461 shares; 2025Q2: 534,176 shares; 2025Q3: 545,931 shares; 2025Q4: 584,842 shares; 2026Q1: 621,728 shares; 2026Q2: 577,201 shares 577,201 $9.45M 3.34% -44,527 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,129 shares; 2024Q4: 110,719 shares; 2025Q1: 113,813 shares; 2025Q2: 118,354 shares; 2025Q3: 121,363 shares; 2025Q4: 123,483 shares; 2026Q1: 120,230 shares; 2026Q2: 120,725 shares 120,725 $8.63M 3.05% +495 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: 40,163 shares; 2024Q4: 37,757 shares; 2025Q1: 36,688 shares; 2025Q2: 35,716 shares; 2025Q3: 33,338 shares; 2025Q4: 32,449 shares; 2026Q1: 24,893 shares; 2026Q2: 24,432 shares 24,432 $8M 2.83% -461 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968 shares; 2024Q4: 1,290 shares; 2025Q1: 1,408 shares; 2025Q2: 1,554 shares; 2025Q3: 2,178 shares; 2025Q4: 9,076 shares; 2026Q1: 13,739 shares; 2026Q2: 9,327 shares 9,327 $7.12M 2.52% -4,412 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,461 shares; 2024Q4: 27,780 shares; 2025Q1: 27,962 shares; 2025Q2: 27,600 shares; 2025Q3: 27,891 shares; 2025Q4: 27,186 shares; 2026Q1: 23,647 shares; 2026Q2: 22,104 shares 22,104 $6.52M 2.31% -1,543 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 6,262 shares; 2026Q1: 6,535 shares; 2026Q2: 7,804 shares 7,804 $6.48M 2.29% +1,269 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: 22,443 shares; 2024Q4: 27,281 shares; 2025Q1: 31,805 shares; 2025Q2: 36,005 shares; 2025Q3: 36,995 shares; 2025Q4: 36,999 shares; 2026Q1: 37,484 shares; 2026Q2: 39,683 shares 39,683 $6.27M 2.22% +2,199 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: 125,808 shares; 2024Q4: 120,018 shares; 2025Q1: 119,966 shares; 2025Q2: 118,796 shares; 2025Q3: 106,900 shares; 2025Q4: 109,113 shares; 2026Q1: 89,835 shares; 2026Q2: 86,397 shares 86,397 $6.22M 2.2% -3,438 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: 21,637 shares; 2024Q4: 20,046 shares; 2025Q1: 19,348 shares; 2025Q2: 19,716 shares; 2025Q3: 19,943 shares; 2025Q4: 19,967 shares; 2026Q1: 20,313 shares; 2026Q2: 21,171 shares 21,171 $6.13M 2.17% +858 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 18,893 shares; 2026Q2: 25,801 shares 25,801 $5.58M 1.97% +6,908 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,110 shares; 2026Q1: 12,717 shares; 2026Q2: 15,991 shares 15,991 $5.49M 1.94% +3,274 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,463 shares; 2025Q4: 12,640 shares; 2026Q1: 14,724 shares; 2026Q2: 13,219 shares 13,219 $4.9M 1.73% -1,505 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,244 shares 27,244 $4.63M 1.64% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,527 shares; 2024Q4: 69,424 shares; 2025Q1: 73,251 shares; 2025Q2: 55,241 shares; 2025Q3: 58,406 shares; 2025Q4: 101,312 shares; 2026Q1: 118,837 shares; 2026Q2: 83,504 shares 83,504 $4.1M 1.45% -35,333 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,858 shares; 2024Q4: 70,333 shares; 2025Q1: 70,600 shares; 2025Q2: 86,226 shares; 2025Q3: 88,537 shares; 2025Q4: 57,593 shares; 2026Q1: 54,192 shares; 2026Q2: 44,598 shares 44,598 $3.88M 1.37% -9,594 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY 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: not reported; 2025Q4: 33,085 shares; 2026Q1: 36,393 shares; 2026Q2: 31,985 shares 31,985 $3.66M 1.29% -4,408 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,598 shares; 2025Q4: 53,256 shares; 2026Q1: 56,019 shares; 2026Q2: 64,005 shares 64,005 $3.55M 1.26% +7,986 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,199 shares; 2024Q4: 15,159 shares; 2025Q1: 15,184 shares; 2025Q2: 15,246 shares; 2025Q3: 15,273 shares; 2025Q4: 15,275 shares; 2026Q1: 15,183 shares; 2026Q2: 14,758 shares 14,758 $3.35M 1.18% -425 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,772 shares; 2026Q2: 32,785 shares 32,785 $3.31M 1.17% +8,013 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: 247 shares; 2025Q2: 251 shares; 2025Q3: 1,112 shares; 2025Q4: 1,383 shares; 2026Q1: 1,767 shares; 2026Q2: 1,914 shares 1,914 $3.25M 1.15% +147 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 17,993 shares; 2026Q2: 50,362 shares 50,362 $3.17M 1.12% +32,369 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,115 shares; 2024Q4: 412,486 shares; 2025Q1: 434,634 shares; 2025Q2: 421,817 shares; 2025Q3: 469,690 shares; 2025Q4: 292,436 shares; 2026Q1: 118,994 shares; 2026Q2: 113,199 shares 113,199 $2.85M 1.01% -5,795 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,586 shares; 2024Q4: 88,938 shares; 2025Q1: 89,844 shares; 2025Q2: 95,684 shares; 2025Q3: 94,114 shares; 2025Q4: 98,764 shares; 2026Q1: 94,840 shares; 2026Q2: 88,080 shares 88,080 $2.27M 0.8% -6,760 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 5,529 shares; 2025Q1: 5,530 shares; 2025Q2: 5,506 shares; 2025Q3: 5,534 shares; 2025Q4: 5,531 shares; 2026Q1: 5,531 shares; 2026Q2: 5,532 shares 5,532 $1.95M 0.69% +1 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: 8,717 shares; 2024Q4: 8,576 shares; 2025Q1: 8,091 shares; 2025Q2: 7,579 shares; 2025Q3: 7,372 shares; 2025Q4: 7,350 shares; 2026Q1: 7,324 shares; 2026Q2: 7,350 shares 7,350 $1.87M 0.66% +26 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: 3,181 shares; 2024Q4: 4,990 shares; 2025Q1: 6,177 shares; 2025Q2: 7,347 shares; 2025Q3: 6,960 shares; 2025Q4: 6,964 shares; 2026Q1: 7,143 shares; 2026Q2: 7,396 shares 7,396 $1.76M 0.62% +253 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: 15,213 shares; 2024Q4: 45,549 shares; 2025Q1: 45,610 shares; 2025Q2: 50,269 shares; 2025Q3: 57,113 shares; 2025Q4: 65,710 shares; 2026Q1: 64,562 shares; 2026Q2: 57,494 shares 57,494 $1.69M 0.6% -7,068 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: not reported; 2024Q4: 2,155 shares; 2025Q1: 2,255 shares; 2025Q2: 3,864 shares; 2025Q3: 4,566 shares; 2025Q4: 5,060 shares; 2026Q1: 5,953 shares; 2026Q2: 8,282 shares 8,282 $1.66M 0.59% +2,329 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,988 shares; 2024Q4: 48,189 shares; 2025Q1: 48,130 shares; 2025Q2: 48,949 shares; 2025Q3: 45,533 shares; 2025Q4: 43,005 shares; 2026Q1: 16,084 shares; 2026Q2: 13,660 shares 13,660 $1.61M 0.57% -2,424 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS 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: not reported; 2026Q2: 14,614 shares 14,614 $1.53M 0.54% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.53% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,921 shares; 2024Q4: 7,979 shares; 2025Q1: 8,009 shares; 2025Q2: 8,173 shares; 2025Q3: 8,055 shares; 2025Q4: 8,079 shares; 2026Q1: 8,154 shares; 2026Q2: 8,174 shares 8,174 $1.48M 0.52% +20 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,242 shares; 2024Q4: 27,393 shares; 2025Q1: 26,733 shares; 2025Q2: 24,469 shares; 2025Q3: 24,141 shares; 2025Q4: 24,239 shares; 2026Q1: 23,330 shares; 2026Q2: 22,903 shares 22,903 $1.31M 0.46% -427 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,550 shares; 2024Q4: 9,550 shares; 2025Q1: 9,522 shares; 2025Q2: 9,522 shares; 2025Q3: 9,507 shares; 2025Q4: 9,343 shares; 2026Q1: 9,314 shares; 2026Q2: 9,304 shares 9,304 $1.28M 0.45% -10 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,208 shares; 2025Q1: 1,113 shares; 2025Q2: 980 shares; 2025Q3: 989 shares; 2025Q4: 1,021 shares; 2026Q1: 1,000 shares; 2026Q2: 1,044 shares 1,044 $1.25M 0.44% +44 Timeline IBDR 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: 13,388 shares; 2025Q4: 14,615 shares; 2026Q1: 34,189 shares; 2026Q2: 51,022 shares 51,022 $1.24M 0.44% +16,833 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,075 shares; 2025Q1: 5,194 shares; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 2,994 shares; 2026Q1: 4,124 shares; 2026Q2: 4,083 shares 4,083 $1.23M 0.43% -41 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: 27,592 shares; 2024Q4: 27,572 shares; 2025Q1: 27,587 shares; 2025Q2: 26,843 shares; 2025Q3: 25,464 shares; 2025Q4: 25,476 shares; 2026Q1: 24,937 shares; 2026Q2: 25,024 shares 25,024 $1.19M 0.42% +87 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: 12,710 shares; 2024Q4: 12,677 shares; 2025Q1: 11,815 shares; 2025Q2: 11,688 shares; 2025Q3: 11,078 shares; 2025Q4: 10,679 shares; 2026Q1: 8,487 shares; 2026Q2: 7,812 shares 7,812 $1.15M 0.4% -675 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,747 shares; 2024Q4: 4,748 shares; 2025Q1: 4,667 shares; 2025Q2: 5,094 shares; 2025Q3: 5,374 shares; 2025Q4: 5,286 shares; 2026Q1: 5,544 shares; 2026Q2: 5,411 shares 5,411 $1.09M 0.38% -133 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,700 shares; 2025Q1: 2,063 shares; 2025Q2: 2,194 shares; 2025Q3: 2,119 shares; 2025Q4: 2,101 shares; 2026Q1: 2,113 shares; 2026Q2: 2,117 shares 2,117 $1.08M 0.38% +4 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $1.05M 0.37% 0 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: 17,020 shares; 2024Q4: 17,038 shares; 2025Q1: 17,058 shares; 2025Q2: 16,262 shares; 2025Q3: 16,477 shares; 2025Q4: 16,592 shares; 2026Q1: 16,609 shares; 2026Q2: 16,328 shares 16,328 $1000K 0.35% -281 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: 4,751 shares; 2024Q4: 5,210 shares; 2025Q1: 5,260 shares; 2025Q2: 5,525 shares; 2025Q3: 5,655 shares; 2025Q4: 5,716 shares; 2026Q1: 5,801 shares; 2026Q2: 5,801 shares 5,801 $962K 0.34% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,602 shares; 2024Q4: 11,711 shares; 2025Q1: 11,717 shares; 2025Q2: 11,773 shares; 2025Q3: 11,931 shares; 2025Q4: 11,943 shares; 2026Q1: 11,998 shares; 2026Q2: 12,305 shares 12,305 $949K 0.34% +307 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: not reported; 2024Q4: 1,129 shares; 2025Q1: 1,188 shares; 2025Q2: 2,745 shares; 2025Q3: 2,889 shares; 2025Q4: 2,892 shares; 2026Q1: 2,862 shares; 2026Q2: 2,838 shares 2,838 $858K 0.3% -24 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,805 shares; 2025Q4: 1,828 shares; 2026Q1: 1,855 shares; 2026Q2: 1,886 shares 1,886 $817K 0.29% +31 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,139 shares; 2024Q4: 68,310 shares; 2025Q1: 69,712 shares; 2025Q2: 59,601 shares; 2025Q3: 62,476 shares; 2025Q4: 57,146 shares; 2026Q1: 40,783 shares; 2026Q2: 34,383 shares 34,383 $796K 0.28% -6,400 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,100 shares; 2025Q1: 1,072 shares; 2025Q2: 1,097 shares; 2025Q3: 1,147 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,056 shares 1,056 $791K 0.28% +1 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: 6,586 shares; 2024Q4: 6,230 shares; 2025Q1: 5,689 shares; 2025Q2: 5,897 shares; 2025Q3: 6,631 shares; 2025Q4: 6,768 shares; 2026Q1: 6,443 shares; 2026Q2: 5,596 shares 5,596 $758K 0.27% -847 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; 2024Q3: 10,055 shares; 2024Q4: 11,970 shares; 2025Q1: 12,000 shares; 2025Q2: 12,157 shares; 2025Q3: 10,617 shares; 2025Q4: 12,241 shares; 2026Q1: 11,045 shares; 2026Q2: 10,673 shares 10,673 $729K 0.26% -372 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,489 shares; 2025Q1: 2,387 shares; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: not reported; 2026Q1: 1,610 shares; 2026Q2: 1,623 shares 1,623 $700K 0.25% +13 Timeline IBDS 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: 9,705 shares; 2026Q1: 27,128 shares; 2026Q2: 28,686 shares 28,686 $695K 0.25% +1,558 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 3,164 shares; 2025Q1: 3,042 shares; 2025Q2: 3,035 shares; 2025Q3: 3,037 shares; 2025Q4: 3,069 shares; 2026Q1: 3,054 shares; 2026Q2: 3,044 shares 3,044 $679K 0.24% -10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,145 shares; 2024Q4: 9,426 shares; 2025Q1: 9,540 shares; 2025Q2: 10,082 shares; 2025Q3: 10,352 shares; 2025Q4: 2,586 shares; 2026Q1: 2,195 shares; 2026Q2: 1,896 shares 1,896 $669K 0.24% -299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,738 shares; 2026Q1: 6,800 shares; 2026Q2: 6,847 shares 6,847 $655K 0.23% +47 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: 1,032 shares; 2024Q4: 958 shares; 2025Q1: 990 shares; 2025Q2: 1,113 shares; 2025Q3: 1,263 shares; 2025Q4: 1,314 shares; 2026Q1: 1,233 shares; 2026Q2: 1,294 shares 1,294 $648K 0.23% +61 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,560 shares; 2025Q1: 1,473 shares; 2025Q2: 1,468 shares; 2025Q3: 1,466 shares; 2025Q4: 1,471 shares; 2026Q1: 1,975 shares; 2026Q2: 1,962 shares 1,962 $617K 0.22% -13 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 1,050 shares 1,050 $610K 0.22% +65 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 2,031 shares; 2025Q1: 2,037 shares; 2025Q2: 2,093 shares; 2025Q3: 2,177 shares; 2025Q4: 2,204 shares; 2026Q1: 2,267 shares; 2026Q2: 2,371 shares 2,371 $597K 0.21% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 1,147 shares; 2025Q4: 1,245 shares; 2026Q1: 1,333 shares; 2026Q2: 1,571 shares 1,571 $593K 0.21% +238 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: 6,030 shares; 2024Q4: 18,158 shares; 2025Q1: 16,211 shares; 2025Q2: 18,802 shares; 2025Q3: 19,495 shares; 2025Q4: 19,609 shares; 2026Q1: 19,821 shares; 2026Q2: 19,788 shares 19,788 $573K 0.2% -33 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,516 shares; 2024Q4: 4,564 shares; 2025Q1: 3,949 shares; 2025Q2: 3,942 shares; 2025Q3: 3,988 shares; 2025Q4: 3,998 shares; 2026Q1: 4,036 shares; 2026Q2: 3,824 shares 3,824 $560K 0.2% -212 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: 6,218 shares; 2024Q4: 18,798 shares; 2025Q1: 18,276 shares; 2025Q2: 19,185 shares; 2025Q3: 19,224 shares; 2025Q4: 18,745 shares; 2026Q1: 18,758 shares; 2026Q2: 17,200 shares 17,200 $545K 0.19% -1,558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 520 shares; 2025Q4: 822 shares; 2026Q1: 857 shares; 2026Q2: 961 shares 961 $541K 0.19% +104 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: 56,249 shares; 2024Q4: 62,629 shares; 2025Q1: 65,429 shares; 2025Q2: 67,751 shares; 2025Q3: 34,518 shares; 2025Q4: 32,030 shares; 2026Q1: 5,943 shares; 2026Q2: 5,630 shares 5,630 $494K 0.17% -313 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 448 shares; 2025Q4: 454 shares; 2026Q1: 460 shares; 2026Q2: 464 shares 464 $454K 0.16% +4 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: 1,286 shares; 2024Q4: 1,268 shares; 2025Q1: 1,269 shares; 2025Q2: 1,220 shares; 2025Q3: 1,221 shares; 2025Q4: 1,223 shares; 2026Q1: 1,224 shares; 2026Q2: 1,226 shares 1,226 $448K 0.16% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 368 shares 368 $424K 0.15% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,800 shares; 2026Q1: 28,035 shares; 2026Q2: 7,910 shares 7,910 $416K 0.15% -20,125 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 1,843 shares; 2025Q1: 1,836 shares; 2025Q2: 1,849 shares; 2025Q3: 1,886 shares; 2025Q4: 1,910 shares; 2026Q1: 1,900 shares; 2026Q2: 1,793 shares 1,793 $395K 0.14% -107 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: 964 shares; 2024Q4: 916 shares; 2025Q1: 907 shares; 2025Q2: 889 shares; 2025Q3: 761 shares; 2025Q4: 763 shares; 2026Q1: 728 shares; 2026Q2: 705 shares 705 $371K 0.13% -23 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,593 shares; 2025Q4: 10,192 shares; 2026Q1: 9,501 shares; 2026Q2: 10,268 shares 10,268 $371K 0.13% +767 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,564 shares; 2024Q4: 5,504 shares; 2025Q1: 5,503 shares; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares; 2025Q4: 5,138 shares; 2026Q1: 5,057 shares; 2026Q2: 4,776 shares 4,776 $358K 0.13% -281 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $330K 0.12% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889 shares; 2024Q4: 2,818 shares; 2025Q1: 2,820 shares; 2025Q2: 2,923 shares; 2025Q3: 2,930 shares; 2025Q4: 2,883 shares; 2026Q1: 2,735 shares; 2026Q2: 2,737 shares 2,737 $314K 0.11% +2 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: not reported; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: 562 shares; 2026Q1: 641 shares; 2026Q2: 747 shares 747 $314K 0.11% +106 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: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 662 shares; 2026Q1: 619 shares; 2026Q2: 3,647 shares 3,647 $314K 0.11% +3,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,629 shares 2,629 $309K 0.11% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $290K 0.1% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,505 shares; 2025Q1: 2,532 shares; 2025Q2: 2,636 shares; 2025Q3: 2,671 shares; 2025Q4: 2,610 shares; 2026Q1: 2,589 shares; 2026Q2: 3,051 shares 3,051 $277K 0.1% +462 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 673 shares; 2026Q1: not reported; 2026Q2: 622 shares 622 $259K 0.09% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,604 shares; 2025Q1: 1,614 shares; 2025Q2: 1,625 shares; 2025Q3: 1,635 shares; 2025Q4: 1,647 shares; 2026Q1: 1,657 shares; 2026Q2: 1,668 shares 1,668 $254K 0.09% +11 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045 shares; 2024Q4: 11,005 shares; 2025Q1: 10,845 shares; 2025Q2: 10,551 shares; 2025Q3: 10,405 shares; 2025Q4: 9,910 shares; 2026Q1: 9,502 shares; 2026Q2: 7,391 shares 7,391 $250K 0.09% -2,111 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,491 shares; 2025Q3: 24,722 shares; 2025Q4: 24,788 shares; 2026Q1: 24,888 shares; 2026Q2: 25,322 shares 25,322 $247K 0.09% +434 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: 394 shares; 2024Q4: 388 shares; 2025Q1: 448 shares; 2025Q2: 491 shares; 2025Q3: 432 shares; 2025Q4: 532 shares; 2026Q1: 526 shares; 2026Q2: 357 shares 357 $245K 0.09% -169 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,167 shares; 2025Q2: 1,187 shares; 2025Q3: not reported; 2025Q4: 1,124 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $242K 0.09% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,121 shares; 2026Q1: 1,664 shares; 2026Q2: 1,740 shares 1,740 $224K 0.08% +76 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 1,926 shares; 2025Q1: 1,520 shares; 2025Q2: 1,752 shares; 2025Q3: 1,851 shares; 2025Q4: 1,430 shares; 2026Q1: not reported; 2026Q2: 930 shares 930 $221K 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: not reported; 2026Q2: 646 shares 646 $219K 0.08% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,121 shares; 2025Q1: 918 shares; 2025Q2: 654 shares; 2025Q3: 648 shares; 2025Q4: 662 shares; 2026Q1: not reported; 2026Q2: 559 shares 559 $216K 0.08% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 4,416 shares; 2025Q1: 4,329 shares; 2025Q2: 5,010 shares; 2025Q3: not reported; 2025Q4: 3,956 shares; 2026Q1: 3,729 shares; 2026Q2: 3,730 shares 3,730 $215K 0.08% +1 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,005 shares; 2024Q4: 10,610 shares; 2025Q1: 9,610 shares; 2025Q2: 7,859 shares; 2025Q3: 6,849 shares; 2025Q4: 7,791 shares; 2026Q1: not reported; 2026Q2: 3,258 shares 3,258 $208K 0.07% new 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: not reported; 2026Q2: 192 shares 192 $204K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares; 2026Q2: 1,777 shares 1,777 $201K 0.07% +140 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,680 shares 1,680 $201K 0.07% new Timeline