DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,117 shares; 2024Q4: 162,033 shares; 2025Q1: 213,571 shares; 2025Q2: 215,993 shares; 2025Q3: 222,820 shares; 2025Q4: 230,125 shares; 2026Q1: 243,000 shares 243,000 $17.1M 4.45% +12,875 Timeline VNLA 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; 2024Q2: restricted; 2024Q3: 220,848 shares; 2024Q4: 221,216 shares; 2025Q1: 221,771 shares; 2025Q2: 236,649 shares; 2025Q3: 243,845 shares; 2025Q4: 294,483 shares; 2026Q1: 344,628 shares 344,628 $16.8M 4.39% +50,145 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; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 26,806 shares; 2025Q1: 325,992 shares; 2025Q2: 329,500 shares; 2025Q3: 389,458 shares; 2025Q4: 407,461 shares; 2026Q1: 411,190 shares 411,190 $12M 3.12% +3,729 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,342 shares; 2024Q4: 31,768 shares; 2025Q1: 37,695 shares; 2025Q2: 37,809 shares; 2025Q3: 41,982 shares; 2025Q4: 44,949 shares; 2026Q1: 47,687 shares 47,687 $9.36M 2.44% +2,738 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; 2024Q2: restricted; 2024Q3: 24,366 shares; 2024Q4: 24,867 shares; 2025Q1: 22,912 shares; 2025Q2: 24,692 shares; 2025Q3: 26,064 shares; 2025Q4: 27,545 shares; 2026Q1: 28,662 shares 28,662 $9.2M 2.4% +1,117 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; 2024Q2: restricted; 2024Q3: 45,545 shares; 2024Q4: 48,907 shares; 2025Q1: 59,623 shares; 2025Q2: 61,659 shares; 2025Q3: 88,284 shares; 2025Q4: 98,304 shares; 2026Q1: 114,647 shares 114,647 $7.83M 2.04% +16,343 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,743 shares; 2024Q4: 29,945 shares; 2025Q1: 29,919 shares; 2025Q2: 29,531 shares; 2025Q3: 29,090 shares; 2025Q4: 28,958 shares; 2026Q1: 28,436 shares 28,436 $7.22M 1.88% -522 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 32,896 shares; 2025Q1: 35,952 shares; 2025Q2: 35,982 shares; 2025Q3: 35,160 shares; 2025Q4: 34,587 shares; 2026Q1: 36,751 shares 36,751 $6.77M 1.77% +2,164 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; 2024Q2: restricted; 2024Q3: 33,615 shares; 2024Q4: 32,379 shares; 2025Q1: 32,276 shares; 2025Q2: 33,047 shares; 2025Q3: 31,200 shares; 2025Q4: 31,518 shares; 2026Q1: 31,740 shares 31,740 $6.61M 1.72% +222 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,293 shares; 2024Q4: 41,417 shares; 2025Q1: 52,612 shares; 2025Q2: 63,633 shares; 2025Q3: 121,667 shares; 2025Q4: 136,266 shares; 2026Q1: 153,788 shares 153,788 $6.54M 1.71% +17,522 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,870 shares; 2024Q4: 17,363 shares; 2025Q1: 18,083 shares; 2025Q2: 18,753 shares; 2025Q3: 23,495 shares; 2025Q4: 26,250 shares; 2026Q1: 28,809 shares 28,809 $6.3M 1.64% +2,559 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,308 shares; 2025Q2: 23,334 shares; 2025Q3: 69,842 shares; 2025Q4: 95,781 shares; 2026Q1: 118,843 shares 118,843 $6.27M 1.64% +23,062 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; 2024Q2: restricted; 2024Q3: 8,787 shares; 2024Q4: 9,035 shares; 2025Q1: 9,645 shares; 2025Q2: 10,027 shares; 2025Q3: 11,462 shares; 2025Q4: 12,312 shares; 2026Q1: 10,831 shares 10,831 $6.25M 1.63% -1,481 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,804 shares; 2024Q4: 396,452 shares; 2025Q1: 425,251 shares; 2025Q2: 434,285 shares; 2025Q3: 470,402 shares; 2025Q4: 502,582 shares; 2026Q1: 504,396 shares 504,396 $6.08M 1.59% +1,814 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; 2024Q2: restricted; 2024Q3: 45,168 shares; 2024Q4: 43,351 shares; 2025Q1: 40,189 shares; 2025Q2: 40,123 shares; 2025Q3: 39,565 shares; 2025Q4: 39,251 shares; 2026Q1: 39,162 shares 39,162 $5.8M 1.51% -89 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,721 shares; 2024Q4: 39,283 shares; 2025Q1: 33,822 shares; 2025Q2: 33,994 shares; 2025Q3: 33,978 shares; 2025Q4: 32,404 shares; 2026Q1: 32,690 shares 32,690 $5.7M 1.49% +286 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; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 26,805 shares; 2025Q1: 43,393 shares; 2025Q2: 52,502 shares; 2025Q3: 101,492 shares; 2025Q4: 124,520 shares; 2026Q1: 133,035 shares 133,035 $5.35M 1.39% +8,515 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; 2024Q2: restricted; 2024Q3: 15,241 shares; 2024Q4: 18,693 shares; 2025Q1: 33,172 shares; 2025Q2: 37,982 shares; 2025Q3: 87,881 shares; 2025Q4: 86,045 shares; 2026Q1: 102,658 shares 102,658 $5.17M 1.35% +16,613 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,215 shares; 2024Q4: 27,079 shares; 2025Q1: 34,670 shares; 2025Q2: 33,374 shares; 2025Q3: 39,683 shares; 2025Q4: 41,761 shares; 2026Q1: 49,321 shares 49,321 $4.9M 1.28% +7,560 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; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 5,944 shares; 2025Q1: 8,049 shares; 2025Q2: 8,989 shares; 2025Q3: 8,914 shares; 2025Q4: 10,302 shares; 2026Q1: 10,513 shares 10,513 $4.52M 1.18% +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; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,869 shares; 2025Q1: 7,712 shares; 2025Q2: 8,044 shares; 2025Q3: 10,519 shares; 2025Q4: 12,021 shares; 2026Q1: 14,774 shares 14,774 $4.47M 1.16% +2,753 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,211 shares; 2024Q4: 17,940 shares; 2025Q1: 17,680 shares; 2025Q2: 15,649 shares; 2025Q3: 15,441 shares; 2025Q4: 15,541 shares; 2026Q1: 15,299 shares 15,299 $4.4M 1.15% -242 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 15,102 shares; 2025Q1: 20,892 shares; 2025Q2: 21,579 shares; 2025Q3: 22,299 shares; 2025Q4: 24,781 shares; 2026Q1: 28,552 shares 28,552 $4.14M 1.08% +3,771 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,537 shares; 2024Q4: 53,406 shares; 2025Q1: 64,237 shares; 2025Q2: 67,138 shares; 2025Q3: 72,720 shares; 2025Q4: 76,230 shares; 2026Q1: 89,157 shares 89,157 $4.02M 1.05% +12,927 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 5,995 shares; 2025Q1: 7,247 shares; 2025Q2: 7,245 shares; 2025Q3: 7,001 shares; 2025Q4: 7,139 shares; 2026Q1: 7,123 shares 7,123 $4.01M 1.05% -16 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 11,025 shares; 2025Q1: 12,094 shares; 2025Q2: 13,408 shares; 2025Q3: 20,720 shares; 2025Q4: 23,965 shares; 2026Q1: 25,763 shares 25,763 $3.54M 0.92% +1,798 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,671 shares; 2024Q4: 9,594 shares; 2025Q1: 9,530 shares; 2025Q2: 9,733 shares; 2025Q3: 9,628 shares; 2025Q4: 9,610 shares; 2026Q1: 9,495 shares 9,495 $3.51M 0.92% -115 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,157 shares; 2024Q4: 119,923 shares; 2025Q1: 119,945 shares; 2025Q2: 121,060 shares; 2025Q3: 112,777 shares; 2025Q4: 123,911 shares; 2026Q1: 117,895 shares 117,895 $3.39M 0.88% -6,016 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; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,829 shares; 2025Q1: 4,951 shares; 2025Q2: 5,281 shares; 2025Q3: 5,356 shares; 2025Q4: 5,484 shares; 2026Q1: 5,604 shares 5,604 $3.35M 0.87% +120 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; 2024Q2: restricted; 2024Q3: 13,424 shares; 2024Q4: 13,859 shares; 2025Q1: 13,748 shares; 2025Q2: 13,807 shares; 2025Q3: 13,845 shares; 2025Q4: 14,509 shares; 2026Q1: 14,741 shares 14,741 $3.17M 0.83% +232 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,155 shares; 2024Q4: 96,828 shares; 2025Q1: 95,274 shares; 2025Q2: 94,868 shares; 2025Q3: 86,912 shares; 2025Q4: 85,843 shares; 2026Q1: 86,775 shares 86,775 $2.91M 0.76% +932 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,190 shares; 2025Q1: 15,174 shares; 2025Q2: 15,148 shares; 2025Q3: 15,302 shares; 2025Q4: 15,293 shares; 2026Q1: 14,661 shares 14,661 $2.83M 0.74% -632 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,448 shares 79,448 $2.81M 0.73% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 17,281 shares; 2025Q1: 19,400 shares; 2025Q2: 20,764 shares; 2025Q3: 26,572 shares; 2025Q4: 28,950 shares; 2026Q1: 33,867 shares 33,867 $2.67M 0.7% +4,917 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,595 shares; 2024Q4: 47,627 shares; 2025Q1: 48,101 shares; 2025Q2: 23,871 shares; 2025Q3: 15,636 shares; 2025Q4: 12,976 shares; 2026Q1: 14,029 shares 14,029 $2.43M 0.63% +1,053 Timeline RDVI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,076 shares; 2025Q1: 11,811 shares; 2025Q2: 12,352 shares; 2025Q3: 13,912 shares; 2025Q4: 13,317 shares; 2026Q1: 94,677 shares 94,677 $2.42M 0.63% +81,360 Timeline SDVY 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; 2024Q2: restricted; 2024Q3: 8,464 shares; 2024Q4: 11,404 shares; 2025Q1: 11,608 shares; 2025Q2: 13,062 shares; 2025Q3: 39,031 shares; 2025Q4: 51,901 shares; 2026Q1: 61,225 shares 61,225 $2.41M 0.63% +9,324 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; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 8,493 shares; 2025Q1: 8,350 shares; 2025Q2: 8,204 shares; 2025Q3: 8,061 shares; 2025Q4: 8,091 shares; 2026Q1: 8,083 shares 8,083 $2.38M 0.62% -8 Timeline VRP 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,438 shares; 2025Q2: 21,617 shares; 2025Q3: 52,703 shares; 2025Q4: 72,619 shares; 2026Q1: 98,926 shares 98,926 $2.37M 0.62% +26,307 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,289 shares; 2025Q4: 29,454 shares; 2026Q1: 32,128 shares 32,128 $2.28M 0.59% +2,674 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,558 shares; 2025Q1: 17,064 shares; 2025Q2: 20,430 shares; 2025Q3: 43,377 shares; 2025Q4: 64,022 shares; 2026Q1: 51,990 shares 51,990 $2.25M 0.59% -12,032 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,043 shares; 2024Q4: 50,454 shares; 2025Q1: 50,633 shares; 2025Q2: 50,674 shares; 2025Q3: 48,771 shares; 2025Q4: 47,799 shares; 2026Q1: 50,784 shares 50,784 $2.24M 0.58% +2,985 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,539 shares; 2024Q4: 14,091 shares; 2025Q1: 13,651 shares; 2025Q2: 14,248 shares; 2025Q3: 14,192 shares; 2025Q4: 14,093 shares; 2026Q1: 14,218 shares 14,218 $2.21M 0.58% +125 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,319 shares; 2025Q1: 9,323 shares; 2025Q2: 9,369 shares; 2025Q3: 9,563 shares; 2025Q4: 9,371 shares; 2026Q1: 9,390 shares 9,390 $2.11M 0.55% +19 Timeline JPEM 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; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,696 shares; 2025Q1: 15,447 shares; 2025Q2: 15,989 shares; 2025Q3: 34,927 shares; 2025Q4: 33,537 shares; 2026Q1: 33,883 shares 33,883 $2.11M 0.55% +346 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 10,061 shares; 2025Q1: 9,635 shares; 2025Q2: 9,612 shares; 2025Q3: 9,874 shares; 2025Q4: 9,692 shares; 2026Q1: 10,353 shares 10,353 $2.05M 0.54% +661 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 10,234 shares; 2025Q1: 7,797 shares; 2025Q2: 6,493 shares; 2025Q3: 6,542 shares; 2025Q4: 6,557 shares; 2026Q1: 6,627 shares 6,627 $2.05M 0.54% +70 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,369 shares; 2024Q4: 115,790 shares; 2025Q1: 110,043 shares; 2025Q2: 108,641 shares; 2025Q3: 95,919 shares; 2025Q4: 83,280 shares; 2026Q1: 82,631 shares 82,631 $2.03M 0.53% -649 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; 2024Q2: restricted; 2024Q3: 18,391 shares; 2024Q4: 19,542 shares; 2025Q1: 11,550 shares; 2025Q2: 13,091 shares; 2025Q3: 13,696 shares; 2025Q4: 13,379 shares; 2026Q1: 13,521 shares 13,521 $1.98M 0.52% +142 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 6,916 shares; 2025Q3: 6,916 shares; 2025Q4: 6,451 shares; 2026Q1: 57,387 shares 57,387 $1.94M 0.51% +50,936 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; 2024Q2: restricted; 2024Q3: 326,046 shares; 2024Q4: 346,036 shares; 2025Q1: 360,509 shares; 2025Q2: 364,694 shares; 2025Q3: 364,162 shares; 2025Q4: 352,298 shares; 2026Q1: 343,642 shares 343,642 $1.92M 0.5% -8,656 Timeline XLF 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; 2024Q2: restricted; 2024Q3: 33,870 shares; 2024Q4: 36,649 shares; 2025Q1: 38,295 shares; 2025Q2: 39,204 shares; 2025Q3: 40,433 shares; 2025Q4: 38,289 shares; 2026Q1: 38,691 shares 38,691 $1.91M 0.5% +402 Timeline FVD 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; 2024Q2: restricted; 2024Q3: 49,229 shares; 2024Q4: 46,416 shares; 2025Q1: 44,476 shares; 2025Q2: 42,433 shares; 2025Q3: 40,401 shares; 2025Q4: 39,465 shares; 2026Q1: 40,585 shares 40,585 $1.91M 0.5% +1,120 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,637 shares; 2024Q4: 89,692 shares; 2025Q1: 88,435 shares; 2025Q2: 87,408 shares; 2025Q3: 85,150 shares; 2025Q4: 76,941 shares; 2026Q1: 73,092 shares 73,092 $1.89M 0.49% -3,849 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; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 3,908 shares; 2025Q1: 3,901 shares; 2025Q2: 3,966 shares; 2025Q3: 4,059 shares; 2025Q4: 4,193 shares; 2026Q1: 4,324 shares 4,324 $1.89M 0.49% +131 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,505 shares 92,505 $1.89M 0.49% new 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; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 3,704 shares; 2026Q1: 4,645 shares 4,645 $1.78M 0.46% +941 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,584 shares; 2024Q4: 34,902 shares; 2025Q1: 33,782 shares; 2025Q2: 33,782 shares; 2025Q3: 33,107 shares; 2025Q4: 32,532 shares; 2026Q1: 32,202 shares 32,202 $1.67M 0.43% -330 Timeline LGOV 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; 2024Q2: restricted; 2024Q3: 72,165 shares; 2024Q4: 77,227 shares; 2025Q1: 61,627 shares; 2025Q2: 61,284 shares; 2025Q3: 62,282 shares; 2025Q4: 72,293 shares; 2026Q1: 76,318 shares 76,318 $1.65M 0.43% +4,025 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; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,257 shares; 2025Q1: 4,337 shares; 2025Q2: 4,312 shares; 2025Q3: 4,340 shares; 2025Q4: 4,733 shares; 2026Q1: 4,766 shares 4,766 $1.61M 0.42% +33 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,425 shares; 2024Q4: 19,793 shares; 2025Q1: 24,000 shares; 2025Q2: 24,850 shares; 2025Q3: 20,691 shares; 2025Q4: 20,626 shares; 2026Q1: 20,952 shares 20,952 $1.59M 0.42% +326 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,158 shares; 2025Q1: 13,162 shares; 2025Q2: 12,872 shares; 2025Q3: 13,434 shares; 2025Q4: 14,443 shares; 2026Q1: 14,629 shares 14,629 $1.58M 0.41% +186 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,294 shares; 2025Q1: 8,021 shares; 2025Q2: 7,973 shares; 2025Q3: 5,810 shares; 2025Q4: 5,828 shares; 2026Q1: 5,814 shares 5,814 $1.58M 0.41% -14 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; 2024Q2: restricted; 2024Q3: 20,581 shares; 2024Q4: 21,297 shares; 2025Q1: 21,372 shares; 2025Q2: 21,740 shares; 2025Q3: 19,425 shares; 2025Q4: 38,088 shares; 2026Q1: 33,540 shares 33,540 $1.54M 0.4% -4,548 Timeline FV 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; 2024Q2: restricted; 2024Q3: 36,542 shares; 2024Q4: 36,654 shares; 2025Q1: 36,891 shares; 2025Q2: 34,357 shares; 2025Q3: 28,830 shares; 2025Q4: 28,766 shares; 2026Q1: 25,390 shares 25,390 $1.53M 0.4% -3,376 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,833 shares; 2024Q4: 13,823 shares; 2025Q1: 13,873 shares; 2025Q2: 13,661 shares; 2025Q3: 13,383 shares; 2025Q4: 13,100 shares; 2026Q1: 13,007 shares 13,007 $1.5M 0.39% -93 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; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 28,536 shares; 2025Q1: 26,923 shares; 2025Q2: 27,182 shares; 2025Q3: 23,077 shares; 2025Q4: 22,565 shares; 2026Q1: 22,577 shares 22,577 $1.45M 0.38% +12 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 6,657 shares; 2025Q1: 6,561 shares; 2025Q2: 6,323 shares; 2025Q3: 5,977 shares; 2025Q4: 5,958 shares; 2026Q1: 5,892 shares 5,892 $1.44M 0.38% -66 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; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,386 shares; 2025Q1: 4,397 shares; 2025Q2: 4,410 shares; 2025Q3: 4,409 shares; 2025Q4: 4,676 shares; 2026Q1: 5,903 shares 5,903 $1.43M 0.37% +1,227 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,060 shares; 2024Q4: 33,386 shares; 2025Q1: 43,340 shares; 2025Q2: 41,431 shares; 2025Q3: 40,226 shares; 2025Q4: 45,865 shares; 2026Q1: 47,205 shares 47,205 $1.4M 0.37% +1,340 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,933 shares; 2024Q4: 33,055 shares; 2025Q1: 33,870 shares; 2025Q2: 34,155 shares; 2025Q3: 34,070 shares; 2025Q4: 36,990 shares; 2026Q1: 36,742 shares 36,742 $1.37M 0.36% -248 Timeline XLI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 8,438 shares 8,438 $1.36M 0.36% +4,058 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; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 10,313 shares; 2025Q1: 9,782 shares; 2025Q2: 10,001 shares; 2025Q3: 9,858 shares; 2025Q4: 8,951 shares; 2026Q1: 9,295 shares 9,295 $1.34M 0.35% +344 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,577 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,022 shares 2,022 $1.32M 0.34% -306 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 6,384 shares; 2025Q1: 6,498 shares; 2025Q2: 6,466 shares; 2025Q3: 6,161 shares; 2025Q4: 5,841 shares; 2026Q1: 6,357 shares 6,357 $1.32M 0.34% +516 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,929 shares; 2024Q4: 101,500 shares; 2025Q1: 102,204 shares; 2025Q2: 105,628 shares; 2025Q3: 100,781 shares; 2025Q4: 86,711 shares; 2026Q1: 77,074 shares 77,074 $1.28M 0.33% -9,637 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; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,196 shares; 2025Q1: 6,616 shares; 2025Q2: 6,649 shares; 2025Q3: 6,257 shares; 2025Q4: 6,961 shares; 2026Q1: 7,286 shares 7,286 $1.24M 0.32% +325 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; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,214 shares; 2025Q1: 4,680 shares; 2025Q2: 5,374 shares; 2025Q3: 7,713 shares; 2025Q4: 11,146 shares; 2026Q1: 11,002 shares 11,002 $1.22M 0.32% -144 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: 10,259 shares; 2025Q1: 21,645 shares; 2025Q2: 21,638 shares; 2025Q3: 19,228 shares; 2025Q4: 19,228 shares; 2026Q1: 21,633 shares 21,633 $1.21M 0.32% +2,405 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,256 shares; 2025Q1: 3,964 shares; 2025Q2: 4,014 shares; 2025Q3: 4,035 shares; 2025Q4: 4,068 shares; 2026Q1: 4,207 shares 4,207 $1.21M 0.31% +139 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,620 shares; 2025Q3: 15,205 shares; 2025Q4: 15,918 shares; 2026Q1: 18,343 shares 18,343 $1.21M 0.31% +2,425 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,690 shares; 2024Q4: 27,690 shares; 2025Q1: 27,065 shares; 2025Q2: 26,965 shares; 2025Q3: 22,815 shares; 2025Q4: 22,815 shares; 2026Q1: 22,615 shares 22,615 $1.19M 0.31% -200 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,675 shares; 2024Q4: 10,675 shares; 2025Q1: 10,675 shares; 2025Q2: 10,475 shares; 2025Q3: 21,320 shares; 2025Q4: 23,180 shares; 2026Q1: 23,180 shares 23,180 $1.17M 0.3% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,021 shares; 2025Q1: 1,140 shares; 2025Q2: 1,331 shares; 2025Q3: 1,333 shares; 2025Q4: 1,526 shares; 2026Q1: 1,621 shares 1,621 $1.15M 0.3% +95 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,533 shares; 2025Q3: 6,137 shares; 2025Q4: 8,066 shares; 2026Q1: 6,103 shares 6,103 $1.11M 0.29% -1,963 Timeline FTHI 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; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 42,679 shares; 2025Q1: 51,249 shares; 2025Q2: 50,749 shares; 2025Q3: 49,749 shares; 2025Q4: 47,601 shares; 2026Q1: 47,801 shares 47,801 $1.1M 0.29% +200 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 5,855 shares; 2025Q1: 6,595 shares; 2025Q2: 6,935 shares; 2025Q3: 7,019 shares; 2025Q4: 8,222 shares; 2026Q1: 8,765 shares 8,765 $1.09M 0.28% +543 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,475 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares; 2026Q1: 4,228 shares 4,228 $1.09M 0.28% +50 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; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,035 shares; 2025Q1: 4,919 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,304 shares; 2026Q1: 5,298 shares 5,298 $1.08M 0.28% -6 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,214 shares; 2025Q1: 5,173 shares; 2025Q2: 4,830 shares; 2025Q3: 4,443 shares; 2025Q4: 4,456 shares; 2026Q1: 4,864 shares 4,864 $1.06M 0.28% +408 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 9,942 shares; 2025Q1: 10,240 shares; 2025Q2: 11,018 shares; 2025Q3: 10,540 shares; 2025Q4: 11,330 shares; 2026Q1: 10,701 shares 10,701 $1.05M 0.27% -629 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,879 shares; 2024Q4: 43,593 shares; 2025Q1: 42,659 shares; 2025Q2: 41,630 shares; 2025Q3: 39,673 shares; 2025Q4: 34,200 shares; 2026Q1: 34,067 shares 34,067 $1.03M 0.27% -133 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 22,973 shares; 2025Q1: 21,512 shares; 2025Q2: 22,391 shares; 2025Q3: 21,692 shares; 2025Q4: 19,434 shares; 2026Q1: 21,949 shares 21,949 $1.03M 0.27% +2,515 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 20,400 shares; 2025Q1: 19,342 shares; 2025Q2: 19,333 shares; 2025Q3: 18,991 shares; 2025Q4: 18,991 shares; 2026Q1: 18,591 shares 18,591 $1.02M 0.27% -400 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; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,313 shares; 2025Q3: 1,316 shares; 2025Q4: 1,458 shares; 2026Q1: 1,460 shares 1,460 $996K 0.26% +2 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,780 shares; 2024Q4: 46,678 shares; 2025Q1: 50,346 shares; 2025Q2: 51,410 shares; 2025Q3: 61,862 shares; 2025Q4: 55,122 shares; 2026Q1: 54,710 shares 54,710 $986K 0.26% -412 Timeline PXH 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,037 shares; 2026Q1: 35,965 shares 35,965 $968K 0.25% +3,928 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; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,058 shares; 2025Q1: 986 shares; 2025Q2: 971 shares; 2025Q3: 946 shares; 2025Q4: 1,037 shares; 2026Q1: 1,045 shares 1,045 $962K 0.25% +8 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; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,121 shares; 2025Q1: 1,123 shares; 2025Q2: 1,448 shares; 2025Q3: 1,560 shares; 2025Q4: 1,608 shares; 2026Q1: 1,577 shares 1,577 $953K 0.25% -31 Timeline PID 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; 2024Q2: restricted; 2024Q3: 61,419 shares; 2024Q4: 62,422 shares; 2025Q1: 92,686 shares; 2025Q2: 73,810 shares; 2025Q3: 73,182 shares; 2025Q4: 49,185 shares; 2026Q1: 42,284 shares 42,284 $941K 0.25% -6,901 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; 2024Q2: restricted; 2024Q3: 18,154 shares; 2024Q4: 17,061 shares; 2025Q1: 16,294 shares; 2025Q2: 16,153 shares; 2025Q3: 15,367 shares; 2025Q4: 18,015 shares; 2026Q1: 19,269 shares 19,269 $939K 0.25% +1,254 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; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 8,615 shares; 2025Q1: 8,456 shares; 2025Q2: 8,495 shares; 2025Q3: 8,188 shares; 2025Q4: 10,490 shares; 2026Q1: 9,717 shares 9,717 $903K 0.24% -773 Timeline SPEU 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,646 shares; 2025Q4: 17,434 shares; 2026Q1: 17,276 shares 17,276 $885K 0.23% -158 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 1,955 shares; 2025Q4: 2,114 shares; 2026Q1: 2,041 shares 2,041 $870K 0.23% -73 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 1,258 shares; 2025Q1: 1,632 shares; 2025Q2: 1,681 shares; 2025Q3: 1,768 shares; 2025Q4: 2,269 shares; 2026Q1: 2,334 shares 2,334 $868K 0.23% +65 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,359 shares; 2024Q4: 36,504 shares; 2025Q1: 31,609 shares; 2025Q2: 30,954 shares; 2025Q3: 26,284 shares; 2025Q4: 22,359 shares; 2026Q1: 18,605 shares 18,605 $834K 0.22% -3,754 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 5,357 shares; 2025Q1: 6,976 shares; 2025Q2: 6,897 shares; 2025Q3: 7,775 shares; 2025Q4: 8,546 shares; 2026Q1: 8,431 shares 8,431 $832K 0.22% -115 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; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,209 shares; 2025Q1: 15,281 shares; 2025Q2: 16,539 shares; 2025Q3: 19,828 shares; 2025Q4: 21,009 shares; 2026Q1: 20,984 shares 20,984 $806K 0.21% -25 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,453 shares; 2025Q1: 3,545 shares; 2025Q2: 3,541 shares; 2025Q3: 3,358 shares; 2025Q4: 3,304 shares; 2026Q1: 3,244 shares 3,244 $805K 0.21% -60 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 16,906 shares; 2025Q1: 16,703 shares; 2025Q2: 15,503 shares; 2025Q3: 15,518 shares; 2025Q4: 15,142 shares; 2026Q1: 15,703 shares 15,703 $798K 0.21% +561 Timeline PKB 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; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,818 shares; 2025Q1: 5,308 shares; 2025Q2: 6,248 shares; 2025Q3: 7,508 shares; 2025Q4: 9,147 shares; 2026Q1: 8,149 shares 8,149 $795K 0.21% -998 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,638 shares; 2024Q4: 52,872 shares; 2025Q1: 49,617 shares; 2025Q2: 49,714 shares; 2025Q3: 47,430 shares; 2025Q4: 44,960 shares; 2026Q1: 44,340 shares 44,340 $787K 0.21% -620 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; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,593 shares; 2025Q1: 1,620 shares; 2025Q2: 1,649 shares; 2025Q3: 1,530 shares; 2025Q4: 1,599 shares; 2026Q1: 1,622 shares 1,622 $777K 0.2% +23 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,400 shares; 2024Q4: 28,022 shares; 2025Q1: 34,208 shares; 2025Q2: 35,041 shares; 2025Q3: 23,053 shares; 2025Q4: 13,696 shares; 2026Q1: 12,397 shares 12,397 $766K 0.2% -1,299 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 1,267 shares; 2025Q2: 1,485 shares; 2025Q3: 1,805 shares; 2025Q4: 1,888 shares; 2026Q1: 2,028 shares 2,028 $745K 0.19% +140 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; 2024Q2: restricted; 2024Q3: 16,385 shares; 2024Q4: 32,770 shares; 2025Q1: 29,980 shares; 2025Q2: 30,495 shares; 2025Q3: 29,080 shares; 2025Q4: 29,080 shares; 2026Q1: 29,880 shares 29,880 $740K 0.19% +800 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; 2024Q2: restricted; 2024Q3: 41,792 shares; 2024Q4: 41,989 shares; 2025Q1: 42,101 shares; 2025Q2: 41,707 shares; 2025Q3: 42,023 shares; 2025Q4: 42,524 shares; 2026Q1: 42,819 shares 42,819 $737K 0.19% +295 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,152 shares; 2025Q4: 17,353 shares; 2026Q1: 21,253 shares 21,253 $731K 0.19% +3,900 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; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 2,037 shares; 2025Q1: 2,073 shares; 2025Q2: 2,228 shares; 2025Q3: 2,030 shares; 2025Q4: 2,227 shares; 2026Q1: 2,160 shares 2,160 $730K 0.19% -67 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,306 shares; 2025Q1: 11,494 shares; 2025Q2: 15,781 shares; 2025Q3: 13,412 shares; 2025Q4: 15,401 shares; 2026Q1: 15,451 shares 15,451 $729K 0.19% +50 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; 2024Q2: restricted; 2024Q3: 18,577 shares; 2024Q4: 18,392 shares; 2025Q1: 14,582 shares; 2025Q2: 14,283 shares; 2025Q3: 13,284 shares; 2025Q4: 13,933 shares; 2026Q1: 14,010 shares 14,010 $712K 0.19% +77 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; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 10,635 shares; 2025Q1: 9,172 shares; 2025Q2: 8,906 shares; 2025Q3: 8,551 shares; 2025Q4: 8,956 shares; 2026Q1: 8,926 shares 8,926 $693K 0.18% -30 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; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 840 shares; 2025Q3: 865 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $691K 0.18% 0 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; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 10,190 shares; 2025Q1: 10,344 shares; 2025Q2: 10,160 shares; 2025Q3: 10,243 shares; 2025Q4: 9,921 shares; 2026Q1: 9,997 shares 9,997 $679K 0.18% +76 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,038 shares; 2024Q4: 11,900 shares; 2025Q1: 10,919 shares; 2025Q2: 10,273 shares; 2025Q3: 10,042 shares; 2025Q4: 9,807 shares; 2026Q1: 9,327 shares 9,327 $678K 0.18% -480 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,656 shares; 2025Q4: 4,819 shares; 2026Q1: 4,921 shares 4,921 $655K 0.17% +102 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,059 shares; 2024Q4: 31,000 shares; 2025Q1: 30,060 shares; 2025Q2: 29,524 shares; 2025Q3: 27,958 shares; 2025Q4: 23,190 shares; 2026Q1: 21,471 shares 21,471 $643K 0.17% -1,719 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,415 shares; 2025Q1: 1,423 shares; 2025Q2: 1,449 shares; 2025Q3: 1,451 shares; 2025Q4: 1,442 shares; 2026Q1: 1,447 shares 1,447 $643K 0.17% +5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,580 shares; 2025Q1: 3,992 shares; 2025Q2: 3,815 shares; 2025Q3: 3,723 shares; 2025Q4: 4,160 shares; 2026Q1: 5,546 shares 5,546 $629K 0.16% +1,386 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,301 shares; 2025Q1: 2,317 shares; 2025Q2: 2,660 shares; 2025Q3: 2,671 shares; 2025Q4: 2,650 shares; 2026Q1: 2,517 shares 2,517 $622K 0.16% -133 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,050 shares; 2025Q1: 11,452 shares; 2025Q2: not reported; 2025Q3: 28,042 shares; 2025Q4: 29,522 shares; 2026Q1: 33,953 shares 33,953 $620K 0.16% +4,431 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; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 720 shares; 2025Q1: 791 shares; 2025Q2: 793 shares; 2025Q3: 1,062 shares; 2025Q4: 1,066 shares; 2026Q1: 1,077 shares 1,077 $616K 0.16% +11 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,067 shares; 2025Q4: 9,867 shares; 2026Q1: 11,247 shares 11,247 $598K 0.16% +1,380 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,437 shares; 2026Q1: 12,005 shares 12,005 $593K 0.15% -432 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; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 695 shares; 2025Q1: 676 shares; 2025Q2: 700 shares; 2025Q3: 588 shares; 2025Q4: 582 shares; 2026Q1: 594 shares 594 $592K 0.15% +12 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; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 2,951 shares; 2025Q1: 2,647 shares; 2025Q2: 2,631 shares; 2025Q3: 3,179 shares; 2025Q4: 2,849 shares; 2026Q1: 2,615 shares 2,615 $591K 0.15% -234 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; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,640 shares; 2025Q1: 2,774 shares; 2025Q2: 2,812 shares; 2025Q3: 1,941 shares; 2025Q4: 1,971 shares; 2026Q1: 2,109 shares 2,109 $589K 0.15% +138 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,066 shares; 2025Q1: 2,018 shares; 2025Q2: 1,906 shares; 2025Q3: 1,960 shares; 2025Q4: 1,987 shares; 2026Q1: 2,046 shares 2,046 $588K 0.15% +59 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,849 shares; 2024Q4: 17,003 shares; 2025Q1: 20,841 shares; 2025Q2: 21,956 shares; 2025Q3: 32,901 shares; 2025Q4: 39,053 shares; 2026Q1: 39,741 shares 39,741 $587K 0.15% +688 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; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 5,610 shares; 2025Q1: 5,469 shares; 2025Q2: 5,695 shares; 2025Q3: 5,172 shares; 2025Q4: 5,016 shares; 2026Q1: 4,859 shares 4,859 $584K 0.15% -157 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,648 shares; 2024Q4: 23,498 shares; 2025Q1: 22,588 shares; 2025Q2: 21,512 shares; 2025Q3: 21,612 shares; 2025Q4: 22,102 shares; 2026Q1: 23,013 shares 23,013 $578K 0.15% +911 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,919 shares; 2026Q1: 11,830 shares 11,830 $564K 0.15% -89 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; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 689 shares; 2025Q1: 699 shares; 2025Q2: 700 shares; 2025Q3: 704 shares; 2025Q4: 668 shares; 2026Q1: 665 shares 665 $562K 0.15% -3 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,666 shares; 2025Q1: 2,636 shares; 2025Q2: 2,496 shares; 2025Q3: 2,602 shares; 2025Q4: 2,616 shares; 2026Q1: 2,121 shares 2,121 $555K 0.14% -495 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares; 2025Q4: 8,952 shares; 2026Q1: 8,572 shares 8,572 $550K 0.14% -380 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; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 5,933 shares; 2025Q1: 5,974 shares; 2025Q2: 6,023 shares; 2025Q3: 6,064 shares; 2025Q4: 8,135 shares; 2026Q1: 7,641 shares 7,641 $548K 0.14% -494 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; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,509 shares; 2025Q1: 3,457 shares; 2025Q2: 3,462 shares; 2025Q3: 3,263 shares; 2025Q4: 3,261 shares; 2026Q1: 3,275 shares 3,275 $542K 0.14% +14 Timeline QTEC 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; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,133 shares; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 3,723 shares; 2025Q4: 3,593 shares; 2026Q1: 2,416 shares 2,416 $522K 0.14% -1,177 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,964 shares; 2025Q4: 13,482 shares; 2026Q1: 11,809 shares 11,809 $519K 0.14% -1,673 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; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 819 shares; 2025Q1: 746 shares; 2025Q2: 662 shares; 2025Q3: 710 shares; 2025Q4: 689 shares; 2026Q1: 721 shares 721 $503K 0.13% +32 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; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,589 shares; 2025Q1: 1,593 shares; 2025Q2: 1,574 shares; 2025Q3: 1,484 shares; 2025Q4: 1,459 shares; 2026Q1: 1,461 shares 1,461 $501K 0.13% +2 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,699 shares; 2024Q4: 12,943 shares; 2025Q1: 12,117 shares; 2025Q2: 12,897 shares; 2025Q3: 10,615 shares; 2025Q4: 8,228 shares; 2026Q1: 9,880 shares 9,880 $497K 0.13% +1,652 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; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,060 shares; 2025Q1: 2,797 shares; 2025Q2: 3,242 shares; 2025Q3: 3,475 shares; 2025Q4: 3,473 shares; 2026Q1: 3,772 shares 3,772 $494K 0.13% +299 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,646 shares; 2024Q4: 77,578 shares; 2025Q1: 73,070 shares; 2025Q2: 73,416 shares; 2025Q3: 70,665 shares; 2025Q4: 68,329 shares; 2026Q1: 65,015 shares 65,015 $490K 0.13% -3,314 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,304 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,254 shares; 2025Q4: 4,275 shares; 2026Q1: 4,161 shares 4,161 $478K 0.12% -114 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; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,796 shares; 2025Q1: 4,779 shares; 2025Q2: 4,794 shares; 2025Q3: 4,297 shares; 2025Q4: 4,258 shares; 2026Q1: 5,286 shares 5,286 $478K 0.12% +1,028 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 2,409 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,476 shares 2,476 $475K 0.12% +168 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,531 shares; 2024Q4: 52,736 shares; 2025Q1: 60,842 shares; 2025Q2: 46,577 shares; 2025Q3: 40,189 shares; 2025Q4: 32,681 shares; 2026Q1: 25,324 shares 25,324 $466K 0.12% -7,357 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 5,358 shares; 2025Q1: 5,410 shares; 2025Q2: 3,850 shares; 2025Q3: 3,695 shares; 2025Q4: 3,502 shares; 2026Q1: 3,517 shares 3,517 $464K 0.12% +15 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,954 shares; 2025Q1: 2,623 shares; 2025Q2: 2,606 shares; 2025Q3: 2,489 shares; 2025Q4: 2,497 shares; 2026Q1: 2,416 shares 2,416 $464K 0.12% -81 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,480 shares; 2025Q1: 3,483 shares; 2025Q2: 3,384 shares; 2025Q3: 3,233 shares; 2025Q4: 3,148 shares; 2026Q1: 3,148 shares 3,148 $460K 0.12% 0 Timeline DVLU 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; 2024Q2: restricted; 2024Q3: 15,269 shares; 2024Q4: 15,113 shares; 2025Q1: 14,091 shares; 2025Q2: 14,095 shares; 2025Q3: 14,097 shares; 2025Q4: 13,951 shares; 2026Q1: 13,403 shares 13,403 $458K 0.12% -548 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,472 shares; 2026Q1: 12,753 shares 12,753 $456K 0.12% +4,281 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,846 shares; 2025Q1: 11,261 shares; 2025Q2: 11,469 shares; 2025Q3: 8,687 shares; 2025Q4: 7,256 shares; 2026Q1: 6,466 shares 6,466 $453K 0.12% -790 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,063 shares; 2024Q4: 58,087 shares; 2025Q1: 52,956 shares; 2025Q2: 52,637 shares; 2025Q3: 39,055 shares; 2025Q4: 33,213 shares; 2026Q1: 32,762 shares 32,762 $451K 0.12% -451 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,735 shares; 2025Q1: 1,974 shares; 2025Q2: 1,960 shares; 2025Q3: 1,961 shares; 2025Q4: 2,221 shares; 2026Q1: 2,256 shares 2,256 $449K 0.12% +35 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,240 shares 9,240 $448K 0.12% new Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,510 shares; 2025Q2: 14,057 shares; 2025Q3: 13,253 shares; 2025Q4: 13,464 shares; 2026Q1: 14,240 shares 14,240 $440K 0.11% +776 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,442 shares; 2024Q4: 31,730 shares; 2025Q1: 31,499 shares; 2025Q2: 31,477 shares; 2025Q3: 23,498 shares; 2025Q4: 21,462 shares; 2026Q1: 19,851 shares 19,851 $434K 0.11% -1,611 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $433K 0.11% new Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 7,482 shares; 2025Q3: 8,363 shares; 2025Q4: 8,704 shares; 2026Q1: 8,704 shares 8,704 $432K 0.11% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,757 shares; 2025Q4: 16,309 shares; 2026Q1: 20,431 shares 20,431 $432K 0.11% +4,122 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,387 shares; 2025Q1: 1,386 shares; 2025Q2: 1,380 shares; 2025Q3: 1,390 shares; 2025Q4: 1,439 shares; 2026Q1: 1,402 shares 1,402 $424K 0.11% -37 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; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,714 shares; 2025Q1: 3,639 shares; 2025Q2: 3,630 shares; 2025Q3: 3,478 shares; 2025Q4: 3,386 shares; 2026Q1: 3,193 shares 3,193 $418K 0.11% -193 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; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,396 shares; 2025Q1: 1,386 shares; 2025Q2: 1,341 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares; 2026Q1: 1,140 shares 1,140 $408K 0.11% -19 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,050 shares; 2025Q1: 1,057 shares; 2025Q2: 1,052 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 957 shares 957 $407K 0.11% +5 Timeline TDVI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,320 shares 15,320 $407K 0.11% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,496 shares; 2025Q2: 1,668 shares; 2025Q3: 1,699 shares; 2025Q4: 2,949 shares; 2026Q1: 3,040 shares 3,040 $404K 0.11% +91 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 5,024 shares; 2025Q1: 4,431 shares; 2025Q2: 4,432 shares; 2025Q3: 4,438 shares; 2025Q4: 4,333 shares; 2026Q1: 4,103 shares 4,103 $402K 0.1% -230 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 3,046 shares; 2025Q4: 3,048 shares; 2026Q1: 2,749 shares 2,749 $400K 0.1% -299 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,718 shares; 2025Q1: 6,496 shares; 2025Q2: 6,937 shares; 2025Q3: 7,040 shares; 2025Q4: 7,741 shares; 2026Q1: 7,249 shares 7,249 $392K 0.1% -492 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 3,431 shares; 2026Q1: 3,955 shares 3,955 $392K 0.1% +524 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,190 shares; 2025Q1: 5,906 shares; 2025Q2: 6,198 shares; 2025Q3: 6,163 shares; 2025Q4: 6,085 shares; 2026Q1: 6,210 shares 6,210 $391K 0.1% +125 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,559 shares; 2025Q1: 3,614 shares; 2025Q2: 3,519 shares; 2025Q3: 3,598 shares; 2025Q4: 3,442 shares; 2026Q1: 2,581 shares 2,581 $390K 0.1% -861 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares 2,867 $390K 0.1% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,671 shares; 2024Q4: 5,605 shares; 2025Q1: 5,321 shares; 2025Q2: 5,197 shares; 2025Q3: 4,352 shares; 2025Q4: 4,354 shares; 2026Q1: 4,071 shares 4,071 $389K 0.1% -283 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 33,030 shares; 2025Q1: 32,730 shares; 2025Q2: 32,230 shares; 2025Q3: 28,130 shares; 2025Q4: 26,580 shares; 2026Q1: 26,580 shares 26,580 $375K 0.1% 0 Timeline SRLN 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; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,785 shares; 2025Q1: 9,294 shares; 2025Q2: 9,231 shares; 2025Q3: 9,367 shares; 2025Q4: 9,217 shares; 2026Q1: 9,297 shares 9,297 $373K 0.1% +80 Timeline FMTL 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares; 2026Q1: 11,115 shares 11,115 $372K 0.1% +2,515 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 10,713 shares; 2025Q1: 10,233 shares; 2025Q2: 10,119 shares; 2025Q3: 9,640 shares; 2025Q4: 8,161 shares; 2026Q1: 7,904 shares 7,904 $372K 0.1% -257 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; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: not reported; 2025Q4: 6,255 shares; 2026Q1: 6,314 shares 6,314 $371K 0.1% +59 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,011 shares; 2024Q4: 93,851 shares; 2025Q1: 71,152 shares; 2025Q2: 64,981 shares; 2025Q3: 62,485 shares; 2025Q4: 49,625 shares; 2026Q1: 40,075 shares 40,075 $367K 0.1% -9,550 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,014 shares; 2024Q4: 6,913 shares; 2025Q1: 6,953 shares; 2025Q2: 6,997 shares; 2025Q3: 7,016 shares; 2025Q4: 7,036 shares; 2026Q1: 7,037 shares 7,037 $366K 0.1% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,097 shares; 2025Q1: 1,109 shares; 2025Q2: 1,097 shares; 2025Q3: 1,046 shares; 2025Q4: 1,263 shares; 2026Q1: 1,144 shares 1,144 $355K 0.09% -119 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; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 9,650 shares; 2025Q1: 9,500 shares; 2025Q2: 8,558 shares; 2025Q3: 8,172 shares; 2025Q4: 8,146 shares; 2026Q1: 7,771 shares 7,771 $355K 0.09% -375 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,123 shares; 2025Q1: 2,013 shares; 2025Q2: 1,987 shares; 2025Q3: 1,890 shares; 2025Q4: 1,907 shares; 2026Q1: 1,898 shares 1,898 $354K 0.09% -9 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 21,247 shares; 2025Q1: 20,762 shares; 2025Q2: 17,709 shares; 2025Q3: 14,922 shares; 2025Q4: 14,098 shares; 2026Q1: 12,032 shares 12,032 $345K 0.09% -2,066 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,470 shares; 2024Q4: 160,336 shares; 2025Q1: 158,619 shares; 2025Q2: 157,485 shares; 2025Q3: 144,596 shares; 2025Q4: 134,076 shares; 2026Q1: 19,907 shares 19,907 $341K 0.09% -114,169 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,379 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares; 2026Q1: 1,391 shares 1,391 $340K 0.09% +3 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,171 shares; 2026Q1: 1,192 shares 1,192 $338K 0.09% +21 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,412 shares; 2026Q1: 8,008 shares 8,008 $338K 0.09% +1,596 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares 933 $334K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 2,703 shares; 2026Q1: 3,419 shares 3,419 $329K 0.09% +716 Timeline XLP 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; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,508 shares; 2025Q1: 4,512 shares; 2025Q2: 4,546 shares; 2025Q3: 4,015 shares; 2025Q4: 3,800 shares; 2026Q1: 3,951 shares 3,951 $324K 0.08% +151 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,565 shares; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares; 2026Q1: 6,065 shares 6,065 $324K 0.08% 0 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; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 3,930 shares; 2025Q1: 3,602 shares; 2025Q2: 3,564 shares; 2025Q3: 2,714 shares; 2025Q4: 3,679 shares; 2026Q1: 3,340 shares 3,340 $322K 0.08% -339 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 3,397 shares; 2025Q3: 3,525 shares; 2025Q4: 3,298 shares; 2026Q1: 3,298 shares 3,298 $320K 0.08% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,785 shares; 2024Q4: 7,650 shares; 2025Q1: 7,543 shares; 2025Q2: 7,583 shares; 2025Q3: 7,602 shares; 2025Q4: 7,639 shares; 2026Q1: 5,326 shares 5,326 $315K 0.08% -2,313 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; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,635 shares; 2025Q1: 1,662 shares; 2025Q2: 1,806 shares; 2025Q3: 1,069 shares; 2025Q4: 1,070 shares; 2026Q1: 1,033 shares 1,033 $312K 0.08% -37 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,853 shares; 2024Q4: 27,910 shares; 2025Q1: 30,502 shares; 2025Q2: 30,117 shares; 2025Q3: 37,872 shares; 2025Q4: 38,817 shares; 2026Q1: 45,248 shares 45,248 $311K 0.08% +6,431 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; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,174 shares; 2025Q1: 2,409 shares; 2025Q2: 2,418 shares; 2025Q3: 2,432 shares; 2025Q4: 2,361 shares; 2026Q1: 2,324 shares 2,324 $305K 0.08% -37 Timeline XLC 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; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,925 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,585 shares; 2026Q1: 2,730 shares 2,730 $303K 0.08% +145 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,458 shares; 2026Q1: 4,403 shares 4,403 $300K 0.08% -55 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 632 shares; 2025Q1: 671 shares; 2025Q2: 660 shares; 2025Q3: 644 shares; 2025Q4: 639 shares; 2026Q1: 594 shares 594 $297K 0.08% -45 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; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,861 shares; 2025Q1: 3,849 shares; 2025Q2: 3,925 shares; 2025Q3: 3,864 shares; 2025Q4: 4,123 shares; 2026Q1: 3,871 shares 3,871 $294K 0.08% -252 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; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,683 shares; 2025Q1: 3,687 shares; 2025Q2: 3,693 shares; 2025Q3: 3,699 shares; 2025Q4: 3,742 shares; 2026Q1: 3,711 shares 3,711 $294K 0.08% -31 Timeline FPXI 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; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,612 shares; 2025Q1: 4,579 shares; 2025Q2: 4,599 shares; 2025Q3: 4,878 shares; 2025Q4: 4,734 shares; 2026Q1: 4,737 shares 4,737 $292K 0.08% +3 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335 shares 335 $292K 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,257 shares; 2025Q4: 8,990 shares; 2026Q1: 10,326 shares 10,326 $290K 0.08% +1,336 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,127 shares; 2025Q3: 9,146 shares; 2025Q4: 11,243 shares; 2026Q1: 11,263 shares 11,263 $289K 0.08% +20 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,358 shares; 2025Q2: 4,490 shares; 2025Q3: 4,897 shares; 2025Q4: 4,042 shares; 2026Q1: 3,874 shares 3,874 $289K 0.08% -168 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,706 shares; 2024Q4: 8,773 shares; 2025Q1: 8,105 shares; 2025Q2: 7,955 shares; 2025Q3: 6,928 shares; 2025Q4: 6,492 shares; 2026Q1: 5,721 shares 5,721 $287K 0.07% -771 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,848 shares; 2025Q1: 3,891 shares; 2025Q2: 3,517 shares; 2025Q3: 3,234 shares; 2025Q4: 2,635 shares; 2026Q1: 2,194 shares 2,194 $283K 0.07% -441 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: 1,090 shares; 2026Q1: 1,536 shares 1,536 $280K 0.07% +446 Timeline PGX 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; 2024Q2: restricted; 2024Q3: 58,244 shares; 2024Q4: 55,038 shares; 2025Q1: 49,727 shares; 2025Q2: 42,742 shares; 2025Q3: 39,817 shares; 2025Q4: 35,212 shares; 2026Q1: 25,448 shares 25,448 $277K 0.07% -9,764 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,495 shares; 2026Q1: 12,508 shares 12,508 $277K 0.07% +13 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; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 12,238 shares; 2025Q1: 12,581 shares; 2025Q2: 14,128 shares; 2025Q3: 11,793 shares; 2025Q4: 8,799 shares; 2026Q1: 9,535 shares 9,535 $276K 0.07% +736 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 969 shares 969 $275K 0.07% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares; 2026Q1: 3,492 shares 3,492 $275K 0.07% -300 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 5,931 shares; 2025Q1: 5,933 shares; 2025Q2: 5,937 shares; 2025Q3: 5,938 shares; 2025Q4: 5,632 shares; 2026Q1: 5,632 shares 5,632 $270K 0.07% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares 2,264 $265K 0.07% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,993 shares; 2024Q4: 21,768 shares; 2025Q1: 20,897 shares; 2025Q2: 18,509 shares; 2025Q3: 16,378 shares; 2025Q4: 14,716 shares; 2026Q1: 14,647 shares 14,647 $253K 0.07% -69 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,670 shares; 2025Q2: 1,770 shares; 2025Q3: 1,750 shares; 2025Q4: 1,907 shares; 2026Q1: 1,811 shares 1,811 $246K 0.06% -96 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,711 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares 1,725 $246K 0.06% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,006 shares; 2025Q1: 4,019 shares; 2025Q2: 3,831 shares; 2025Q3: 3,312 shares; 2025Q4: 2,830 shares; 2026Q1: 2,709 shares 2,709 $244K 0.06% -121 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; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 998 shares; 2025Q1: 1,006 shares; 2025Q2: 997 shares; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 1,003 shares 1,003 $243K 0.06% -8 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; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 3,712 shares; 2025Q1: 3,325 shares; 2025Q2: 3,570 shares; 2025Q3: 3,896 shares; 2025Q4: 3,618 shares; 2026Q1: 3,051 shares 3,051 $242K 0.06% -567 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 4,511 shares; 2025Q1: 4,442 shares; 2025Q2: 4,446 shares; 2025Q3: 4,114 shares; 2025Q4: 4,008 shares; 2026Q1: 3,841 shares 3,841 $241K 0.06% -167 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,634 shares; 2025Q3: 3,484 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares 3,844 $240K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 2,347 shares; 2025Q3: 2,369 shares; 2025Q4: 2,520 shares; 2026Q1: 2,490 shares 2,490 $240K 0.06% -30 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,773 shares; 2026Q1: 4,034 shares 4,034 $240K 0.06% +261 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,624 shares; 2025Q2: not reported; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,949 shares 1,949 $239K 0.06% +14 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,258 shares; 2025Q1: 7,231 shares; 2025Q2: 7,236 shares; 2025Q3: 7,232 shares; 2025Q4: 6,147 shares; 2026Q1: 6,149 shares 6,149 $239K 0.06% +2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,516 shares; 2025Q1: 2,547 shares; 2025Q2: 2,566 shares; 2025Q3: 2,468 shares; 2025Q4: 2,462 shares; 2026Q1: 2,323 shares 2,323 $239K 0.06% -139 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; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,515 shares; 2025Q1: 1,664 shares; 2025Q2: 1,674 shares; 2025Q3: 1,181 shares; 2025Q4: 1,186 shares; 2026Q1: 1,094 shares 1,094 $238K 0.06% -92 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $236K 0.06% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,937 shares; 2024Q4: 19,986 shares; 2025Q1: 20,237 shares; 2025Q2: 17,487 shares; 2025Q3: 13,121 shares; 2025Q4: 12,563 shares; 2026Q1: 12,408 shares 12,408 $236K 0.06% -155 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; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,650 shares; 2025Q1: 5,475 shares; 2025Q2: 5,490 shares; 2025Q3: 4,517 shares; 2025Q4: 4,522 shares; 2026Q1: 4,139 shares 4,139 $234K 0.06% -383 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 4,961 shares; 2025Q1: 4,055 shares; 2025Q2: 4,062 shares; 2025Q3: 4,068 shares; 2025Q4: not reported; 2026Q1: 3,172 shares 3,172 $231K 0.06% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares 2,253 $230K 0.06% 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; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,230 shares 2,230 $230K 0.06% +34 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: not reported; 2026Q1: 1,382 shares 1,382 $227K 0.06% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 580 shares 580 $226K 0.06% +39 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 19,520 shares 19,520 $225K 0.06% +7,966 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,758 shares; 2024Q4: 14,493 shares; 2025Q1: 13,827 shares; 2025Q2: 13,834 shares; 2025Q3: 13,840 shares; 2025Q4: 12,795 shares; 2026Q1: 12,798 shares 12,798 $224K 0.06% +3 Timeline XLV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,570 shares; 2025Q4: 1,479 shares; 2026Q1: 1,530 shares 1,530 $224K 0.06% +51 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,672 shares; 2025Q3: 10,408 shares; 2025Q4: 10,990 shares; 2026Q1: 11,075 shares 11,075 $223K 0.06% +85 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,774 shares; 2025Q1: 4,792 shares; 2025Q2: 4,815 shares; 2025Q3: 4,836 shares; 2025Q4: 4,861 shares; 2026Q1: 4,881 shares 4,881 $222K 0.06% +20 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares 641 $219K 0.06% new Timeline ROBT 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,713 shares 4,713 $218K 0.06% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $217K 0.06% 0 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; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,674 shares; 2025Q1: 4,603 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,569 shares 3,569 $216K 0.06% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 11,465 shares; 2025Q1: 11,996 shares; 2025Q2: 11,996 shares; 2025Q3: 11,996 shares; 2025Q4: 10,540 shares; 2026Q1: 10,346 shares 10,346 $216K 0.06% -194 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares 1,475 $214K 0.06% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 2,447 shares; 2025Q4: 2,442 shares; 2026Q1: 2,459 shares 2,459 $213K 0.06% +17 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares 885 $212K 0.06% new Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,689 shares; 2024Q4: 26,167 shares; 2025Q1: 26,167 shares; 2025Q2: 26,167 shares; 2025Q3: 20,575 shares; 2025Q4: 17,490 shares; 2026Q1: 14,268 shares 14,268 $211K 0.05% -3,222 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,243 shares 1,243 $210K 0.05% -45 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; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,464 shares; 2026Q1: 2,939 shares 2,939 $208K 0.05% -525 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,080 shares 2,080 $208K 0.05% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,280 shares 12,280 $207K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares 967 $207K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 3,003 shares; 2025Q4: 3,248 shares; 2026Q1: 2,861 shares 2,861 $206K 0.05% -387 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares 1,110 $202K 0.05% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: not reported; 2025Q1: 3,155 shares; 2025Q2: 3,155 shares; 2025Q3: 2,723 shares; 2025Q4: 2,643 shares; 2026Q1: 2,383 shares 2,383 $202K 0.05% -260 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares 633 $201K 0.05% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 22,612 shares; 2025Q1: 21,876 shares; 2025Q2: 21,044 shares; 2025Q3: 15,348 shares; 2025Q4: 14,078 shares; 2026Q1: 13,379 shares 13,379 $200K 0.05% -699 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 13,380 shares 13,380 $197K 0.05% +1,380 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,076 shares 12,076 $192K 0.05% new Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $191K 0.05% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $174K 0.05% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $126K 0.03% 0 Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,200 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $126K 0.03% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,800 shares; 2025Q1: 44,050 shares; 2025Q2: 44,200 shares; 2025Q3: 44,200 shares; 2025Q4: 40,200 shares; 2026Q1: 39,200 shares 39,200 $120K 0.03% -1,000 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $107K 0.03% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,150 shares; 2025Q3: 10,155 shares; 2025Q4: 10,168 shares; 2026Q1: 10,168 shares 10,168 $104K 0.03% 0 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 11,671 shares; 2025Q1: 11,671 shares; 2025Q2: 10,667 shares; 2025Q3: 11,671 shares; 2025Q4: 10,206 shares; 2026Q1: 10,206 shares 10,206 $58K 0.02% 0 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $43.3K 0.01% 0 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,882 shares; 2024Q4: 41,882 shares; 2025Q1: 41,082 shares; 2025Q2: 42,582 shares; 2025Q3: 44,582 shares; 2025Q4: 40,082 shares; 2026Q1: 34,200 shares 34,200 $23.1K 0.01% -5,882 Timeline GABELLI EQUITY TR INC 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338,780 shares 338,780 $2.37K <0.01% new