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: 216,028 shares; 2024Q4: 199,977 shares; 2025Q1: 192,836 shares; 2025Q2: 207,632 shares; 2025Q3: 204,164 shares; 2025Q4: 208,838 shares; 2026Q1: 413,245 shares 413,245 $72.1M 5.45% +204,407 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: 124,972 shares; 2024Q4: 116,941 shares; 2025Q1: 101,547 shares; 2025Q2: 102,911 shares; 2025Q3: 102,263 shares; 2025Q4: 105,881 shares; 2026Q1: 247,516 shares 247,516 $62.8M 4.75% +141,635 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: 39,783 shares; 2024Q4: 39,037 shares; 2025Q1: 38,329 shares; 2025Q2: 40,065 shares; 2025Q3: 42,360 shares; 2025Q4: 43,445 shares; 2026Q1: 78,250 shares 78,250 $29M 2.19% +34,805 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: 53,412 shares; 2024Q4: 48,916 shares; 2025Q1: 48,642 shares; 2025Q2: 57,549 shares; 2025Q3: 58,019 shares; 2025Q4: 63,350 shares; 2026Q1: 120,366 shares 120,366 $25.1M 1.9% +57,016 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: 45,919 shares; 2024Q4: 42,475 shares; 2025Q1: 42,644 shares; 2025Q2: 52,453 shares; 2025Q3: 50,987 shares; 2025Q4: 53,918 shares; 2026Q1: 74,478 shares 74,478 $21.4M 1.62% +20,560 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: 42,041 shares; 2024Q4: 41,268 shares; 2025Q1: 37,380 shares; 2025Q2: 83,793 shares; 2025Q3: 94,442 shares; 2025Q4: 95,916 shares; 2026Q1: 193,277 shares 193,277 $19.2M 1.45% +97,361 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: 39,407 shares; 2024Q4: 35,156 shares; 2025Q1: 33,177 shares; 2025Q2: 34,117 shares; 2025Q3: 35,429 shares; 2025Q4: 36,409 shares; 2026Q1: 56,265 shares 56,265 $17.4M 1.32% +19,856 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: 6,956 shares; 2024Q4: 4,953 shares; 2025Q1: 5,063 shares; 2025Q2: 7,359 shares; 2025Q3: 8,414 shares; 2025Q4: 9,668 shares; 2026Q1: 23,105 shares 23,105 $15.1M 1.14% +13,437 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: 11,189 shares; 2024Q4: 9,715 shares; 2025Q1: 10,151 shares; 2025Q2: 10,926 shares; 2025Q3: 11,244 shares; 2025Q4: 13,400 shares; 2026Q1: 25,057 shares 25,057 $15M 1.13% +11,657 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: 34,095 shares; 2024Q4: 32,645 shares; 2025Q1: 32,084 shares; 2025Q2: 32,298 shares; 2025Q3: 31,204 shares; 2025Q4: 31,901 shares; 2026Q1: 47,620 shares 47,620 $14M 1.06% +15,719 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,223 shares; 2024Q4: 116,268 shares; 2025Q1: 56,688 shares; 2025Q2: 52,892 shares; 2025Q3: 56,373 shares; 2025Q4: 54,385 shares; 2026Q1: 447,956 shares 447,956 $13.7M 1.04% +393,571 Timeline IUSB 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: 70,086 shares; 2024Q4: 47,843 shares; 2025Q1: 49,295 shares; 2025Q2: 49,395 shares; 2025Q3: 49,952 shares; 2025Q4: 49,730 shares; 2026Q1: 285,275 shares 285,275 $13.2M 1% +235,545 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: 15,032 shares; 2024Q4: 14,671 shares; 2025Q1: 14,203 shares; 2025Q2: 13,773 shares; 2025Q3: 13,815 shares; 2025Q4: 14,136 shares; 2026Q1: 27,084 shares 27,084 $13M 0.98% +12,948 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: 9,198 shares; 2024Q4: 10,632 shares; 2025Q1: 9,335 shares; 2025Q2: 11,848 shares; 2025Q3: 12,595 shares; 2025Q4: 11,660 shares; 2026Q1: 21,164 shares 21,164 $12.2M 0.92% +9,504 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,869 shares; 2024Q4: 75,687 shares; 2025Q1: 63,275 shares; 2025Q2: 36,155 shares; 2025Q3: not reported; 2025Q4: 5,065 shares; 2026Q1: 214,730 shares 214,730 $10.8M 0.82% +209,665 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: 11,053 shares; 2024Q4: 11,329 shares; 2025Q1: 11,938 shares; 2025Q2: 14,383 shares; 2025Q3: 13,983 shares; 2025Q4: 14,272 shares; 2026Q1: 28,413 shares 28,413 $10.6M 0.8% +14,141 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: 32,672 shares; 2024Q4: 20,723 shares; 2025Q1: 21,102 shares; 2025Q2: 25,481 shares; 2025Q3: 23,360 shares; 2025Q4: 32,172 shares; 2026Q1: 60,187 shares 60,187 $10.2M 0.77% +28,015 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,520 shares 69,520 $9.69M 0.73% new 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: 3,498 shares; 2024Q4: 3,215 shares; 2025Q1: 3,187 shares; 2025Q2: 3,866 shares; 2025Q3: 3,644 shares; 2025Q4: 3,687 shares; 2026Q1: 9,314 shares 9,314 $9.28M 0.7% +5,627 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: 5,553 shares; 2024Q4: 5,367 shares; 2025Q1: 5,526 shares; 2025Q2: 7,323 shares; 2025Q3: 8,044 shares; 2025Q4: 10,160 shares; 2026Q1: 15,987 shares 15,987 $9.15M 0.69% +5,827 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: 17,336 shares; 2024Q4: 18,370 shares; 2025Q1: 18,212 shares; 2025Q2: 17,837 shares; 2025Q3: 21,491 shares; 2025Q4: 22,926 shares; 2026Q1: 36,150 shares 36,150 $8.84M 0.67% +13,224 Timeline SGOV 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: 4,037 shares; 2024Q4: 27,872 shares; 2025Q1: 35,962 shares; 2025Q2: 29,585 shares; 2025Q3: 29,953 shares; 2025Q4: 33,056 shares; 2026Q1: 86,908 shares 86,908 $8.75M 0.66% +53,852 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: 60,626 shares; 2024Q4: 50,418 shares; 2025Q1: 47,221 shares; 2025Q2: 47,907 shares; 2025Q3: 47,115 shares; 2025Q4: 48,582 shares; 2026Q1: 68,249 shares 68,249 $8.48M 0.64% +19,667 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: 21,386 shares; 2024Q4: 18,489 shares; 2025Q1: 17,811 shares; 2025Q2: 18,694 shares; 2025Q3: 15,623 shares; 2025Q4: 17,284 shares; 2026Q1: 40,109 shares 40,109 $8.3M 0.63% +22,825 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,712 shares; 2024Q4: 109,784 shares; 2025Q1: 106,610 shares; 2025Q2: 89,614 shares; 2025Q3: 87,546 shares; 2025Q4: 27,776 shares; 2026Q1: 94,093 shares 94,093 $8.27M 0.63% +66,317 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: 22,318 shares; 2024Q4: 20,554 shares; 2025Q1: 20,191 shares; 2025Q2: 20,248 shares; 2025Q3: 17,105 shares; 2025Q4: 19,840 shares; 2026Q1: 36,793 shares 36,793 $8M 0.61% +16,953 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,221 shares; 2025Q3: 14,062 shares; 2025Q4: 67,419 shares; 2026Q1: 131,739 shares 131,739 $7.71M 0.58% +64,320 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: 35,647 shares; 2024Q4: 35,278 shares; 2025Q1: 32,530 shares; 2025Q2: 33,144 shares; 2025Q3: 33,204 shares; 2025Q4: 32,926 shares; 2026Q1: 38,379 shares 38,379 $7.4M 0.56% +5,453 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: 12,385 shares; 2024Q4: 11,444 shares; 2025Q1: 11,176 shares; 2025Q2: 12,175 shares; 2025Q3: 12,296 shares; 2025Q4: 12,953 shares; 2026Q1: 23,761 shares 23,761 $7.18M 0.54% +10,808 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,087 shares; 2025Q4: 11,076 shares; 2026Q1: 120,101 shares 120,101 $6.99M 0.53% +109,025 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: 16,196 shares; 2024Q4: 20,752 shares; 2025Q1: 16,684 shares; 2025Q2: 18,361 shares; 2025Q3: 21,600 shares; 2025Q4: 23,894 shares; 2026Q1: 46,962 shares 46,962 $6.87M 0.52% +23,068 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: 2,374 shares; 2024Q4: 2,484 shares; 2025Q1: 2,522 shares; 2025Q2: 3,104 shares; 2025Q3: 3,095 shares; 2025Q4: 3,535 shares; 2026Q1: 7,432 shares 7,432 $6.84M 0.52% +3,897 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: 14,666 shares; 2024Q4: 11,859 shares; 2025Q1: 11,623 shares; 2025Q2: 11,816 shares; 2025Q3: 14,902 shares; 2025Q4: 14,489 shares; 2026Q1: 27,639 shares 27,639 $6.7M 0.51% +13,150 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: 5,579 shares; 2024Q4: 4,915 shares; 2025Q1: 5,045 shares; 2025Q2: 6,607 shares; 2025Q3: 7,063 shares; 2025Q4: 8,375 shares; 2026Q1: 22,667 shares 22,667 $6.5M 0.49% +14,292 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: 4,368 shares; 2024Q4: 4,183 shares; 2025Q1: 4,639 shares; 2025Q2: 5,572 shares; 2025Q3: 6,389 shares; 2025Q4: 8,527 shares; 2026Q1: 18,918 shares 18,918 $6.39M 0.48% +10,391 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,146 shares; 2024Q4: 9,073 shares; 2025Q1: 9,088 shares; 2025Q2: 9,417 shares; 2025Q3: 8,839 shares; 2025Q4: 9,372 shares; 2026Q1: 19,011 shares 19,011 $6.25M 0.47% +9,639 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: 4,368 shares; 2024Q4: 3,611 shares; 2025Q1: 5,314 shares; 2025Q2: 4,029 shares; 2025Q3: 4,773 shares; 2025Q4: 4,523 shares; 2026Q1: 8,054 shares 8,054 $5.71M 0.43% +3,531 Timeline GOVT 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: 46,214 shares; 2024Q4: 20,825 shares; 2025Q1: 20,267 shares; 2025Q2: 20,647 shares; 2025Q3: 22,991 shares; 2025Q4: 23,679 shares; 2026Q1: 246,398 shares 246,398 $5.64M 0.43% +222,719 Timeline TLTW 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: 14,935 shares; 2025Q2: 14,306 shares; 2025Q3: 20,817 shares; 2025Q4: 119,557 shares; 2026Q1: 245,150 shares 245,150 $5.55M 0.42% +125,593 Timeline PTLC 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: 28,757 shares; 2024Q4: 11,952 shares; 2025Q1: 11,145 shares; 2025Q2: 23,011 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,891 shares 101,891 $5.35M 0.4% new 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: 11,686 shares; 2024Q4: 9,097 shares; 2025Q1: 8,924 shares; 2025Q2: 9,182 shares; 2025Q3: 9,557 shares; 2025Q4: 10,015 shares; 2026Q1: 25,936 shares 25,936 $5.28M 0.4% +15,921 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 11,086 shares; 2025Q1: 11,635 shares; 2025Q2: 11,887 shares; 2025Q3: 13,615 shares; 2025Q4: 17,910 shares; 2026Q1: 79,580 shares 79,580 $5.25M 0.4% +61,670 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,505 shares; 2024Q4: 27,509 shares; 2025Q1: 28,759 shares; 2025Q2: 29,034 shares; 2025Q3: 30,014 shares; 2025Q4: 29,464 shares; 2026Q1: 66,709 shares 66,709 $5.23M 0.4% +37,245 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: 4,368 shares; 2024Q4: 4,315 shares; 2025Q1: 4,087 shares; 2025Q2: 4,325 shares; 2025Q3: 4,453 shares; 2025Q4: 44,900 shares; 2026Q1: 54,262 shares 54,262 $5.22M 0.39% +9,362 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,544 shares; 2024Q4: 238,022 shares; 2025Q1: 220,259 shares; 2025Q2: 179,423 shares; 2025Q3: 158,504 shares; 2025Q4: 75,462 shares; 2026Q1: 184,254 shares 184,254 $5.11M 0.39% +108,792 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,489 shares 141,489 $5.01M 0.38% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,736 shares; 2025Q2: 85,292 shares; 2025Q3: 96,193 shares; 2025Q4: 66,987 shares; 2026Q1: 109,674 shares 109,674 $5M 0.38% +42,687 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: 22,018 shares; 2024Q4: 23,832 shares; 2025Q1: 22,819 shares; 2025Q2: 23,712 shares; 2025Q3: 19,079 shares; 2025Q4: 26,042 shares; 2026Q1: 53,614 shares 53,614 $4.98M 0.38% +27,572 Timeline NOBL 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: 16,098 shares; 2024Q4: 17,298 shares; 2025Q1: 16,113 shares; 2025Q2: 15,163 shares; 2025Q3: 14,078 shares; 2025Q4: 13,766 shares; 2026Q1: 46,493 shares 46,493 $4.93M 0.37% +32,727 Timeline BBUS 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: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,975 shares 40,975 $4.8M 0.36% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,155 shares; 2025Q1: 5,209 shares; 2025Q2: 5,870 shares; 2025Q3: 5,299 shares; 2025Q4: 5,349 shares; 2026Q1: 13,541 shares 13,541 $4.76M 0.36% +8,192 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: 299,327 shares; 2024Q4: 103,349 shares; 2025Q1: 129,077 shares; 2025Q2: 127,804 shares; 2025Q3: 118,731 shares; 2025Q4: 56,818 shares; 2026Q1: 120,647 shares 120,647 $4.76M 0.36% +63,829 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: 13,062 shares; 2024Q4: 8,651 shares; 2025Q1: 17,849 shares; 2025Q2: 5,388 shares; 2025Q3: 7,594 shares; 2025Q4: 8,412 shares; 2026Q1: 24,425 shares 24,425 $4.69M 0.35% +16,013 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: 456 shares; 2024Q4: 2,038 shares; 2025Q1: 2,334 shares; 2025Q2: 2,620 shares; 2025Q3: 3,168 shares; 2025Q4: 2,865 shares; 2026Q1: 14,418 shares 14,418 $4.63M 0.35% +11,553 Timeline XLE 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: 13,274 shares; 2024Q4: 13,883 shares; 2025Q1: 13,792 shares; 2025Q2: 14,077 shares; 2025Q3: 13,417 shares; 2025Q4: 33,433 shares; 2026Q1: 75,323 shares 75,323 $4.61M 0.35% +41,890 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: 46,663 shares; 2024Q4: 37,944 shares; 2025Q1: 37,628 shares; 2025Q2: 39,393 shares; 2025Q3: 41,363 shares; 2025Q4: 45,410 shares; 2026Q1: 91,372 shares 91,372 $4.59M 0.35% +45,962 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: not reported; 2024Q4: 48,441 shares; 2025Q1: 53,327 shares; 2025Q2: 58,466 shares; 2025Q3: 51,455 shares; 2025Q4: 59,774 shares; 2026Q1: 91,044 shares 91,044 $4.59M 0.35% +31,270 Timeline QUAL 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: 1,060 shares; 2026Q1: 23,839 shares 23,839 $4.57M 0.35% +22,779 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: 14,707 shares; 2024Q4: 14,151 shares; 2025Q1: 26,664 shares; 2025Q2: 27,793 shares; 2025Q3: 28,969 shares; 2025Q4: 31,888 shares; 2026Q1: 58,439 shares 58,439 $4.53M 0.34% +26,551 Timeline IWB 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: 1,625 shares; 2024Q4: 1,629 shares; 2025Q1: 1,633 shares; 2025Q2: 1,679 shares; 2025Q3: 1,681 shares; 2025Q4: 1,685 shares; 2026Q1: 12,600 shares 12,600 $4.49M 0.34% +10,915 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: 67,658 shares; 2024Q4: 68,002 shares; 2025Q1: 68,973 shares; 2025Q2: 68,967 shares; 2025Q3: 69,965 shares; 2025Q4: 71,065 shares; 2026Q1: 91,711 shares 91,711 $4.47M 0.34% +20,646 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 85,363 shares; 2025Q3: 89,816 shares; 2025Q4: 92,502 shares; 2026Q1: 99,253 shares 99,253 $4.45M 0.34% +6,751 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: 174,393 shares; 2024Q4: 174,051 shares; 2025Q1: 176,332 shares; 2025Q2: 175,769 shares; 2025Q3: 175,018 shares; 2025Q4: 175,846 shares; 2026Q1: 368,364 shares 368,364 $4.44M 0.34% +192,518 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: 9,370 shares; 2024Q4: 8,911 shares; 2025Q1: 8,911 shares; 2025Q2: 10,321 shares; 2025Q3: 10,514 shares; 2025Q4: 10,059 shares; 2026Q1: 14,148 shares 14,148 $4.4M 0.33% +4,089 Timeline MUB 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: 2,034 shares; 2026Q1: 40,164 shares 40,164 $4.26M 0.32% +38,130 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: 32,166 shares; 2024Q4: 39,982 shares; 2025Q1: 40,103 shares; 2025Q2: 26,968 shares; 2025Q3: 25,566 shares; 2025Q4: 24,461 shares; 2026Q1: 34,368 shares 34,368 $4.13M 0.31% +9,907 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,382 shares; 2025Q1: 1,106 shares; 2025Q2: 1,173 shares; 2025Q3: 1,193 shares; 2025Q4: 1,253 shares; 2026Q1: 6,275 shares 6,275 $4.08M 0.31% +5,022 Timeline IWP 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: 10,656 shares; 2024Q4: 9,675 shares; 2025Q1: 9,782 shares; 2025Q2: 18,512 shares; 2025Q3: 19,711 shares; 2025Q4: 16,882 shares; 2026Q1: 29,877 shares 29,877 $3.83M 0.29% +12,995 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 108,336 shares; 2025Q4: 87,089 shares; 2026Q1: 144,350 shares 144,350 $3.78M 0.29% +57,261 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 8,129 shares; 2025Q1: 7,870 shares; 2025Q2: 7,957 shares; 2025Q3: 15,995 shares; 2025Q4: 13,189 shares; 2026Q1: 23,331 shares 23,331 $3.73M 0.28% +10,142 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,223 shares; 2024Q4: 22,152 shares; 2025Q1: 20,788 shares; 2025Q2: 18,568 shares; 2025Q3: 24,033 shares; 2025Q4: 22,946 shares; 2026Q1: 42,200 shares 42,200 $3.72M 0.28% +19,254 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: 10,415 shares; 2024Q4: 10,331 shares; 2025Q1: 13,796 shares; 2025Q2: 12,626 shares; 2025Q3: 12,716 shares; 2025Q4: 14,452 shares; 2026Q1: 57,801 shares 57,801 $3.7M 0.28% +43,349 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: 5,929 shares; 2024Q4: 5,206 shares; 2025Q1: 6,293 shares; 2025Q2: 6,259 shares; 2025Q3: 5,833 shares; 2025Q4: 11,793 shares; 2026Q1: 18,869 shares 18,869 $3.7M 0.28% +7,076 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: 22,193 shares; 2024Q4: 20,782 shares; 2025Q1: 20,860 shares; 2025Q2: 22,528 shares; 2025Q3: 20,999 shares; 2025Q4: 20,685 shares; 2026Q1: 19,518 shares 19,518 $3.64M 0.28% -1,167 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,992 shares; 2024Q4: 147,556 shares; 2025Q1: 149,935 shares; 2025Q2: 152,774 shares; 2025Q3: 153,200 shares; 2025Q4: 154,978 shares; 2026Q1: 334,023 shares 334,023 $3.62M 0.27% +179,045 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: 3,634 shares; 2024Q4: 3,738 shares; 2025Q1: 3,496 shares; 2025Q2: 3,736 shares; 2025Q3: 3,560 shares; 2025Q4: 19,655 shares; 2026Q1: 27,200 shares 27,200 $3.62M 0.27% +7,545 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,195 shares 31,195 $3.6M 0.27% new 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: 2,917 shares; 2024Q4: 2,627 shares; 2025Q1: 4,984 shares; 2025Q2: 4,847 shares; 2025Q3: 5,006 shares; 2025Q4: 5,493 shares; 2026Q1: 8,133 shares 8,133 $3.55M 0.27% +2,640 Timeline FLOT 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: 20,801 shares; 2024Q4: 52,161 shares; 2025Q1: 52,133 shares; 2025Q2: 44,812 shares; 2025Q3: 42,104 shares; 2025Q4: 46,266 shares; 2026Q1: 69,438 shares 69,438 $3.54M 0.27% +23,172 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,186 shares; 2024Q4: 21,305 shares; 2025Q1: 28,779 shares; 2025Q2: 25,789 shares; 2025Q3: 26,932 shares; 2025Q4: 9,958 shares; 2026Q1: 38,015 shares 38,015 $3.46M 0.26% +28,057 Timeline SHY 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: 28,592 shares; 2024Q4: 44,104 shares; 2025Q1: 39,431 shares; 2025Q2: 40,899 shares; 2025Q3: 44,413 shares; 2025Q4: 24,201 shares; 2026Q1: 41,639 shares 41,639 $3.44M 0.26% +17,438 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: 1,489 shares; 2024Q4: 1,076 shares; 2025Q1: 1,063 shares; 2025Q2: 1,163 shares; 2025Q3: 2,121 shares; 2025Q4: 3,392 shares; 2026Q1: 11,349 shares 11,349 $3.43M 0.26% +7,957 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,069 shares; 2026Q1: 45,492 shares 45,492 $3.42M 0.26% +34,423 Timeline USHY 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: 5,856 shares; 2024Q4: 49,113 shares; 2025Q1: 49,020 shares; 2025Q2: 42,731 shares; 2025Q3: 39,540 shares; 2025Q4: 44,235 shares; 2026Q1: 91,164 shares 91,164 $3.36M 0.25% +46,929 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,219 shares; 2024Q4: 26,221 shares; 2025Q1: 30,028 shares; 2025Q2: 36,062 shares; 2025Q3: 34,738 shares; 2025Q4: 28,785 shares; 2026Q1: 66,060 shares 66,060 $3.34M 0.25% +37,275 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,274 shares; 2024Q4: 51,523 shares; 2025Q1: 59,757 shares; 2025Q2: 61,077 shares; 2025Q3: 60,400 shares; 2025Q4: 60,586 shares; 2026Q1: 59,597 shares 59,597 $3.32M 0.25% -989 Timeline VV 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: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,436 shares; 2026Q1: 10,959 shares 10,959 $3.27M 0.25% +9,523 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 130,512 shares 130,512 $3.27M 0.25% new 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: 20,621 shares; 2024Q4: 21,013 shares; 2025Q1: 21,512 shares; 2025Q2: 21,634 shares; 2025Q3: 16,970 shares; 2025Q4: 17,289 shares; 2026Q1: 28,743 shares 28,743 $3.26M 0.25% +11,454 Timeline IJR 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: 11,855 shares; 2024Q4: 11,223 shares; 2025Q1: 10,613 shares; 2025Q2: 9,966 shares; 2025Q3: 9,921 shares; 2025Q4: 9,513 shares; 2026Q1: 26,098 shares 26,098 $3.24M 0.25% +16,585 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: 2,404 shares; 2024Q4: 2,582 shares; 2025Q1: 2,733 shares; 2025Q2: 3,222 shares; 2025Q3: 3,820 shares; 2025Q4: 5,459 shares; 2026Q1: 12,833 shares 12,833 $3.08M 0.23% +7,374 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,865 shares; 2024Q4: 12,207 shares; 2025Q1: 12,692 shares; 2025Q2: 13,311 shares; 2025Q3: 13,870 shares; 2025Q4: 18,667 shares; 2026Q1: 32,681 shares 32,681 $3.07M 0.23% +14,014 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: 907 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 1,205 shares; 2025Q4: 2,433 shares; 2026Q1: 7,113 shares 7,113 $3.06M 0.23% +4,680 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,090 shares; 2024Q4: 32,911 shares; 2025Q1: 32,871 shares; 2025Q2: 34,275 shares; 2025Q3: 34,736 shares; 2025Q4: 34,943 shares; 2026Q1: 38,425 shares 38,425 $3.06M 0.23% +3,482 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: 94,807 shares; 2024Q4: 74,344 shares; 2025Q1: 57,955 shares; 2025Q2: 59,167 shares; 2025Q3: 63,674 shares; 2025Q4: 66,306 shares; 2026Q1: 104,487 shares 104,487 $3.03M 0.23% +38,181 Timeline USMV 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: 21,210 shares; 2024Q4: 16,261 shares; 2025Q1: 16,626 shares; 2025Q2: 16,497 shares; 2025Q3: 16,264 shares; 2025Q4: 15,856 shares; 2026Q1: 32,429 shares 32,429 $3.01M 0.23% +16,573 Timeline IDMO 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: not reported; 2026Q1: 53,807 shares 53,807 $2.95M 0.22% new 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: 2,426 shares; 2024Q4: 3,145 shares; 2025Q1: 3,902 shares; 2025Q2: 3,996 shares; 2025Q3: 11,721 shares; 2025Q4: 9,042 shares; 2026Q1: 17,820 shares 17,820 $2.95M 0.22% +8,778 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 603 shares; 2025Q1: 671 shares; 2025Q2: 928 shares; 2025Q3: 2,009 shares; 2025Q4: 2,178 shares; 2026Q1: 3,388 shares 3,388 $2.93M 0.22% +1,210 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: 3,709 shares; 2024Q4: 3,694 shares; 2025Q1: 3,771 shares; 2025Q2: 3,748 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares; 2026Q1: 7,634 shares 7,634 $2.93M 0.22% +3,764 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,907 shares; 2024Q4: 72,982 shares; 2025Q1: 66,589 shares; 2025Q2: 62,912 shares; 2025Q3: 70,910 shares; 2025Q4: 39,852 shares; 2026Q1: 67,064 shares 67,064 $2.92M 0.22% +27,212 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: 2,191 shares; 2024Q4: 2,404 shares; 2025Q1: 2,650 shares; 2025Q2: 4,879 shares; 2025Q3: 5,328 shares; 2025Q4: 5,016 shares; 2026Q1: 9,633 shares 9,633 $2.91M 0.22% +4,617 Timeline IBHF 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: 19,800 shares; 2024Q4: 30,150 shares; 2025Q1: 37,150 shares; 2025Q2: 37,325 shares; 2025Q3: 54,325 shares; 2025Q4: 54,325 shares; 2026Q1: 126,633 shares 126,633 $2.91M 0.22% +72,308 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: 12,832 shares; 2024Q4: 49,540 shares; 2025Q1: 57,856 shares; 2025Q2: 41,015 shares; 2025Q3: 34,637 shares; 2025Q4: 36,897 shares; 2026Q1: 72,124 shares 72,124 $2.9M 0.22% +35,227 Timeline IEFA 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: 12,158 shares; 2024Q4: 11,127 shares; 2025Q1: 11,887 shares; 2025Q2: 12,414 shares; 2025Q3: 12,866 shares; 2025Q4: 13,839 shares; 2026Q1: 31,942 shares 31,942 $2.89M 0.22% +18,103 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: 15,378 shares; 2024Q4: 14,164 shares; 2025Q1: 16,270 shares; 2025Q2: 23,364 shares; 2025Q3: 24,036 shares; 2025Q4: 20,885 shares; 2026Q1: 37,850 shares 37,850 $2.88M 0.22% +16,965 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: 3,967 shares; 2024Q4: 3,314 shares; 2025Q1: 2,909 shares; 2025Q2: 2,804 shares; 2025Q3: 2,415 shares; 2025Q4: 2,476 shares; 2026Q1: 4,727 shares 4,727 $2.86M 0.22% +2,251 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: 13,265 shares; 2024Q4: 8,152 shares; 2025Q1: 10,913 shares; 2025Q2: 8,525 shares; 2025Q3: 8,788 shares; 2025Q4: 9,786 shares; 2026Q1: 19,462 shares 19,462 $2.81M 0.21% +9,676 Timeline KVLE KRANESHARES TRUST More: the full row for KRANESHARES 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: 36,768 shares; 2026Q1: 112,724 shares 112,724 $2.8M 0.21% +75,956 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 1,085 shares; 2025Q1: 1,141 shares; 2025Q2: 1,059 shares; 2025Q3: 1,120 shares; 2025Q4: 1,108 shares; 2026Q1: 2,069 shares 2,069 $2.73M 0.21% +961 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 1,454 shares; 2025Q2: 1,712 shares; 2025Q3: 1,806 shares; 2025Q4: 1,855 shares; 2026Q1: 2,839 shares 2,839 $2.73M 0.21% +984 Timeline MBB 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: 11,375 shares; 2024Q4: 12,426 shares; 2025Q1: 19,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,765 shares; 2026Q1: 28,680 shares 28,680 $2.72M 0.21% +25,915 Timeline UPRO 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: 15,392 shares; 2024Q4: 14,902 shares; 2025Q1: 14,948 shares; 2025Q2: 14,676 shares; 2025Q3: 14,478 shares; 2025Q4: 14,222 shares; 2026Q1: 27,940 shares 27,940 $2.71M 0.2% +13,718 Timeline EMB 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: 9,684 shares; 2024Q4: 16,202 shares; 2025Q1: 13,661 shares; 2025Q2: 18,595 shares; 2025Q3: 8,930 shares; 2025Q4: 9,869 shares; 2026Q1: 28,442 shares 28,442 $2.67M 0.2% +18,573 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: 10,315 shares; 2024Q4: 13,032 shares; 2025Q1: 15,992 shares; 2025Q2: 13,518 shares; 2025Q3: 11,166 shares; 2025Q4: 11,370 shares; 2026Q1: 20,656 shares 20,656 $2.66M 0.2% +9,286 Timeline BKLN 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: 72,447 shares; 2025Q1: 35,348 shares; 2025Q2: 35,327 shares; 2025Q3: 30,260 shares; 2025Q4: 52,262 shares; 2026Q1: 129,821 shares 129,821 $2.65M 0.2% +77,559 Timeline JEPI 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: 62,531 shares; 2024Q4: 67,914 shares; 2025Q1: 65,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares; 2026Q1: 46,188 shares 46,188 $2.62M 0.2% +42,011 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 949 shares; 2025Q1: 971 shares; 2025Q2: 3,018 shares; 2025Q3: 2,597 shares; 2025Q4: 2,634 shares; 2026Q1: 5,319 shares 5,319 $2.61M 0.2% +2,685 Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,866 shares; 2026Q1: 47,923 shares 47,923 $2.58M 0.19% +26,057 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 6,448 shares; 2025Q1: 6,227 shares; 2025Q2: 4,420 shares; 2025Q3: 4,632 shares; 2025Q4: 4,686 shares; 2026Q1: 10,889 shares 10,889 $2.57M 0.19% +6,203 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,398 shares; 2024Q4: 148,455 shares; 2025Q1: 128,256 shares; 2025Q2: 17,143 shares; 2025Q3: 16,793 shares; 2025Q4: 16,468 shares; 2026Q1: 33,571 shares 33,571 $2.57M 0.19% +17,103 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: 13,332 shares; 2024Q4: 12,105 shares; 2025Q1: 12,855 shares; 2025Q2: 14,754 shares; 2025Q3: 15,743 shares; 2025Q4: 15,198 shares; 2026Q1: 19,399 shares 19,399 $2.56M 0.19% +4,201 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,851 shares; 2024Q4: 22,923 shares; 2025Q1: 15,050 shares; 2025Q2: 22,672 shares; 2025Q3: 22,397 shares; 2025Q4: 16,596 shares; 2026Q1: 41,598 shares 41,598 $2.55M 0.19% +25,002 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: 5,319 shares; 2024Q4: 9,259 shares; 2025Q1: 9,571 shares; 2025Q2: 6,058 shares; 2025Q3: 6,286 shares; 2025Q4: 13,369 shares; 2026Q1: 19,415 shares 19,415 $2.54M 0.19% +6,046 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,986 shares; 2024Q4: 42,797 shares; 2025Q1: 42,500 shares; 2025Q2: 44,298 shares; 2025Q3: 42,899 shares; 2025Q4: 41,760 shares; 2026Q1: 66,519 shares 66,519 $2.52M 0.19% +24,759 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: 2,045 shares; 2024Q4: 1,604 shares; 2025Q1: 1,684 shares; 2025Q2: 1,847 shares; 2025Q3: 1,642 shares; 2025Q4: 1,644 shares; 2026Q1: 2,926 shares 2,926 $2.48M 0.19% +1,282 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: 2,489 shares; 2024Q4: 5,953 shares; 2025Q1: 5,168 shares; 2025Q2: 4,376 shares; 2025Q3: 5,113 shares; 2025Q4: 6,034 shares; 2026Q1: 12,322 shares 12,322 $2.45M 0.19% +6,288 Timeline JMSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,969 shares 48,969 $2.44M 0.18% new Timeline JGRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,096 shares 28,096 $2.37M 0.18% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,188 shares 54,188 $2.37M 0.18% new 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: 3,611 shares; 2024Q4: 7,351 shares; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,321 shares; 2025Q4: 2,399 shares; 2026Q1: 6,961 shares 6,961 $2.35M 0.18% +4,562 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: 2,774 shares; 2024Q4: 2,109 shares; 2025Q1: 1,859 shares; 2025Q2: 1,985 shares; 2025Q3: 2,011 shares; 2025Q4: 2,440 shares; 2026Q1: 4,642 shares 4,642 $2.32M 0.18% +2,202 Timeline JMUB 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: 33,556 shares; 2024Q4: 17,694 shares; 2025Q1: 18,288 shares; 2025Q2: 19,159 shares; 2025Q3: 19,145 shares; 2025Q4: 13,399 shares; 2026Q1: 45,486 shares 45,486 $2.27M 0.17% +32,087 Timeline SPXT 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: not reported; 2025Q1: 12,370 shares; 2025Q2: 12,549 shares; 2025Q3: 12,743 shares; 2025Q4: 11,979 shares; 2026Q1: 22,443 shares 22,443 $2.27M 0.17% +10,464 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 13,676 shares; 2025Q1: 13,615 shares; 2025Q2: 13,243 shares; 2025Q3: 12,189 shares; 2025Q4: 11,298 shares; 2026Q1: 13,766 shares 13,766 $2.27M 0.17% +2,468 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: not reported; 2026Q1: 54,453 shares 54,453 $2.25M 0.17% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,449 shares; 2025Q1: 79,510 shares; 2025Q2: 136,110 shares; 2025Q3: 134,671 shares; 2025Q4: 59,332 shares; 2026Q1: 133,421 shares 133,421 $2.24M 0.17% +74,089 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: not reported; 2026Q1: 223,814 shares 223,814 $2.23M 0.17% new Timeline JIRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,401 shares 29,401 $2.23M 0.17% new 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: 12,747 shares; 2024Q4: 11,539 shares; 2025Q1: 7,891 shares; 2025Q2: 7,953 shares; 2025Q3: 8,269 shares; 2025Q4: 13,901 shares; 2026Q1: 23,067 shares 23,067 $2.23M 0.17% +9,166 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: 6,556 shares; 2024Q4: 6,727 shares; 2025Q1: 8,620 shares; 2025Q2: 9,991 shares; 2025Q3: 10,197 shares; 2025Q4: 12,828 shares; 2026Q1: 30,918 shares 30,918 $2.22M 0.17% +18,090 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: 950 shares; 2024Q4: 1,016 shares; 2025Q1: 1,185 shares; 2025Q2: 1,289 shares; 2025Q3: 1,321 shares; 2025Q4: 1,337 shares; 2026Q1: 3,246 shares 3,246 $2.21M 0.17% +1,909 Timeline SPGP 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: 7,142 shares; 2024Q4: 8,696 shares; 2025Q1: 6,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,341 shares 20,341 $2.19M 0.17% new Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: not reported; 2025Q4: not reported; 2026Q1: 80,807 shares 80,807 $2.16M 0.16% new 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: 7,284 shares; 2024Q4: 5,887 shares; 2025Q1: 4,438 shares; 2025Q2: 4,530 shares; 2025Q3: 4,526 shares; 2025Q4: 5,452 shares; 2026Q1: 6,270 shares 6,270 $2.15M 0.16% +818 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: 1,122 shares; 2024Q4: 1,560 shares; 2025Q1: 1,716 shares; 2025Q2: 1,830 shares; 2025Q3: 1,922 shares; 2025Q4: 2,004 shares; 2026Q1: 7,470 shares 7,470 $2.15M 0.16% +5,466 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: 66 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,323 shares; 2025Q4: 1,495 shares; 2026Q1: 2,456 shares 2,456 $2.14M 0.16% +961 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: 3,075 shares; 2024Q4: 3,236 shares; 2025Q1: 2,485 shares; 2025Q2: 2,872 shares; 2025Q3: 2,897 shares; 2025Q4: 2,401 shares; 2026Q1: 4,933 shares 4,933 $2.1M 0.16% +2,532 Timeline HEFA 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: 39,330 shares; 2025Q2: 41,815 shares; 2025Q3: 42,150 shares; 2025Q4: 40,596 shares; 2026Q1: 49,439 shares 49,439 $2.1M 0.16% +8,843 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,002 shares; 2026Q1: 27,211 shares 27,211 $2.1M 0.16% +17,209 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: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,476 shares; 2026Q1: 33,571 shares 33,571 $2.1M 0.16% +28,095 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: 7,058 shares; 2024Q4: 6,761 shares; 2025Q1: 4,473 shares; 2025Q2: 4,784 shares; 2025Q3: 4,927 shares; 2025Q4: 4,388 shares; 2026Q1: 9,152 shares 9,152 $2.07M 0.16% +4,764 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: 5,182 shares; 2024Q4: 4,977 shares; 2025Q1: 4,870 shares; 2025Q2: 4,564 shares; 2025Q3: 4,901 shares; 2025Q4: 4,990 shares; 2026Q1: 8,493 shares 8,493 $2.06M 0.16% +3,503 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: not reported; 2026Q1: 76,281 shares 76,281 $2.05M 0.16% new Timeline SMOT 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: not reported; 2025Q4: not reported; 2026Q1: 57,978 shares 57,978 $2.04M 0.15% new Timeline IEI 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: 1,750 shares; 2024Q4: 1,756 shares; 2025Q1: 12,179 shares; 2025Q2: 12,868 shares; 2025Q3: 13,025 shares; 2025Q4: 13,071 shares; 2026Q1: 17,109 shares 17,109 $2.03M 0.15% +4,038 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 5,675 shares; 2025Q4: 5,425 shares; 2026Q1: 17,125 shares 17,125 $1.99M 0.15% +11,700 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,140 shares; 2025Q2: 9,106 shares; 2025Q3: 9,725 shares; 2025Q4: 5,761 shares; 2026Q1: 17,568 shares 17,568 $1.99M 0.15% +11,807 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,716 shares; 2026Q1: 43,499 shares 43,499 $1.96M 0.15% +31,783 Timeline PIT 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: not reported; 2025Q4: not reported; 2026Q1: 27,134 shares 27,134 $1.96M 0.15% 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: 37,846 shares; 2024Q4: 18,188 shares; 2025Q1: 18,449 shares; 2025Q2: 28,797 shares; 2025Q3: 28,905 shares; 2025Q4: 33,847 shares; 2026Q1: 69,810 shares 69,810 $1.96M 0.15% +35,963 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: 5,287 shares; 2024Q4: 4,880 shares; 2025Q1: 4,948 shares; 2025Q2: 8,444 shares; 2025Q3: 8,485 shares; 2025Q4: 8,153 shares; 2026Q1: 18,945 shares 18,945 $1.95M 0.15% +10,792 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 4,363 shares; 2025Q1: 4,303 shares; 2025Q2: 4,923 shares; 2025Q3: 5,199 shares; 2025Q4: 6,593 shares; 2026Q1: 12,068 shares 12,068 $1.93M 0.15% +5,475 Timeline VCLT 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: 22,997 shares; 2024Q4: 16,560 shares; 2025Q1: 10,685 shares; 2025Q2: 10,103 shares; 2025Q3: 11,472 shares; 2025Q4: 11,760 shares; 2026Q1: 25,872 shares 25,872 $1.93M 0.15% +14,112 Timeline LMBS 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,411 shares; 2025Q4: 21,533 shares; 2026Q1: 38,759 shares 38,759 $1.93M 0.15% +17,226 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: 7,687 shares; 2024Q4: 7,814 shares; 2025Q1: 8,276 shares; 2025Q2: 7,231 shares; 2025Q3: 6,095 shares; 2025Q4: 4,473 shares; 2026Q1: 12,064 shares 12,064 $1.87M 0.14% +7,591 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: 128 shares; 2024Q4: 474 shares; 2025Q1: 459 shares; 2025Q2: 517 shares; 2025Q3: 530 shares; 2025Q4: 1,477 shares; 2026Q1: 3,310 shares 3,310 $1.86M 0.14% +1,833 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,494 shares; 2024Q4: 45,224 shares; 2025Q1: 51,773 shares; 2025Q2: 45,855 shares; 2025Q3: 48,563 shares; 2025Q4: not reported; 2026Q1: 52,852 shares 52,852 $1.86M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,593 shares 36,593 $1.86M 0.14% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,223 shares; 2024Q4: 7,464 shares; 2025Q1: 7,269 shares; 2025Q2: 8,050 shares; 2025Q3: 7,663 shares; 2025Q4: 6,380 shares; 2026Q1: 9,514 shares 9,514 $1.85M 0.14% +3,134 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: 16,162 shares; 2024Q4: 12,038 shares; 2025Q1: 12,735 shares; 2025Q2: 11,972 shares; 2025Q3: 12,714 shares; 2025Q4: 13,792 shares; 2026Q1: 25,331 shares 25,331 $1.84M 0.14% +11,539 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,696 shares; 2024Q4: 8,725 shares; 2025Q1: 7,721 shares; 2025Q2: 7,115 shares; 2025Q3: 6,791 shares; 2025Q4: 7,706 shares; 2026Q1: 12,474 shares 12,474 $1.84M 0.14% +4,768 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: 9,857 shares; 2024Q4: 9,520 shares; 2025Q1: 8,514 shares; 2025Q2: 8,454 shares; 2025Q3: 5,782 shares; 2025Q4: 2,645 shares; 2026Q1: 12,565 shares 12,565 $1.82M 0.14% +9,920 Timeline EZU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,074 shares 29,074 $1.82M 0.14% new 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: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,535 shares; 2026Q1: 10,743 shares 10,743 $1.82M 0.14% +9,208 Timeline UDOW 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: 10,259 shares; 2024Q4: 10,095 shares; 2025Q1: 10,019 shares; 2025Q2: 9,865 shares; 2025Q3: 9,713 shares; 2025Q4: 18,476 shares; 2026Q1: 36,183 shares 36,183 $1.82M 0.14% +17,707 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,664 shares; 2024Q4: 2,680 shares; 2025Q1: 4,108 shares; 2025Q2: 3,808 shares; 2025Q3: 4,478 shares; 2025Q4: 12,691 shares; 2026Q1: 19,659 shares 19,659 $1.81M 0.14% +6,968 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: not reported; 2024Q4: not reported; 2025Q1: 46,787 shares; 2025Q2: 48,966 shares; 2025Q3: 48,594 shares; 2025Q4: 49,553 shares; 2026Q1: 61,927 shares 61,927 $1.8M 0.14% +12,374 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,680 shares; 2024Q4: 19,380 shares; 2025Q1: 19,380 shares; 2025Q2: 19,380 shares; 2025Q3: 19,380 shares; 2025Q4: 19,380 shares; 2026Q1: 19,380 shares 19,380 $1.79M 0.14% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 8,100 shares; 2025Q4: 12,460 shares; 2026Q1: 36,026 shares 36,026 $1.78M 0.13% +23,566 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: 15,503 shares; 2024Q4: 15,169 shares; 2025Q1: 13,672 shares; 2025Q2: 15,264 shares; 2025Q3: 15,617 shares; 2025Q4: 15,660 shares; 2026Q1: 30,322 shares 30,322 $1.78M 0.13% +14,662 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 4,680 shares; 2025Q1: 4,206 shares; 2025Q2: 3,714 shares; 2025Q3: 2,576 shares; 2025Q4: 2,258 shares; 2026Q1: 5,460 shares 5,460 $1.78M 0.13% +3,202 Timeline SYSB 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: 19,854 shares 19,854 $1.77M 0.13% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 5,418 shares; 2025Q1: 8,389 shares; 2025Q2: 8,616 shares; 2025Q3: 6,835 shares; 2025Q4: 6,500 shares; 2026Q1: 9,471 shares 9,471 $1.77M 0.13% +2,971 Timeline TDV 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: 5,050 shares; 2024Q4: 4,850 shares; 2025Q1: 4,800 shares; 2025Q2: 4,900 shares; 2025Q3: 4,850 shares; 2025Q4: 4,700 shares; 2026Q1: 20,333 shares 20,333 $1.72M 0.13% +15,633 Timeline JAVA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,398 shares 23,398 $1.68M 0.13% new Timeline IVLU 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: 6,498 shares; 2026Q1: 42,307 shares 42,307 $1.68M 0.13% +35,809 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 2,330 shares; 2025Q1: 2,377 shares; 2025Q2: 2,330 shares; 2025Q3: 2,374 shares; 2025Q4: 1,711 shares; 2026Q1: 3,360 shares 3,360 $1.67M 0.13% +1,649 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 3,924 shares; 2025Q2: 4,088 shares; 2025Q3: 4,177 shares; 2025Q4: 3,986 shares; 2026Q1: 3,536 shares 3,536 $1.64M 0.12% -450 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 9,429 shares 9,429 $1.62M 0.12% new Timeline IWR 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: 8,461 shares; 2024Q4: 7,401 shares; 2025Q1: 7,279 shares; 2025Q2: 7,267 shares; 2025Q3: 7,239 shares; 2025Q4: 7,474 shares; 2026Q1: 16,596 shares 16,596 $1.61M 0.12% +9,122 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2026Q1: 44,288 shares 44,288 $1.6M 0.12% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 9,307 shares; 2025Q1: 8,349 shares; 2025Q2: 8,950 shares; 2025Q3: 8,450 shares; 2025Q4: 8,558 shares; 2026Q1: 21,691 shares 21,691 $1.59M 0.12% +13,133 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: 1,572 shares; 2024Q4: 1,402 shares; 2025Q1: 1,076 shares; 2025Q2: 1,057 shares; 2025Q3: 2,033 shares; 2025Q4: 2,892 shares; 2026Q1: 4,434 shares 4,434 $1.59M 0.12% +1,542 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,351 shares; 2024Q4: 9,843 shares; 2025Q1: 10,689 shares; 2025Q2: 10,804 shares; 2025Q3: 11,121 shares; 2025Q4: 11,681 shares; 2026Q1: 38,081 shares 38,081 $1.58M 0.12% +26,400 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 6,913 shares; 2025Q1: 5,848 shares; 2025Q2: 6,474 shares; 2025Q3: 6,349 shares; 2025Q4: 4,788 shares; 2026Q1: 7,419 shares 7,419 $1.56M 0.12% +2,631 Timeline FTLS 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: 45,211 shares; 2024Q4: 19,820 shares; 2025Q1: 18,057 shares; 2025Q2: 17,520 shares; 2025Q3: 22,311 shares; 2025Q4: 9,293 shares; 2026Q1: 22,131 shares 22,131 $1.56M 0.12% +12,838 Timeline IVE 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: 5,191 shares; 2024Q4: 4,990 shares; 2025Q1: 3,401 shares; 2025Q2: 3,327 shares; 2025Q3: 3,327 shares; 2025Q4: 3,476 shares; 2026Q1: 7,350 shares 7,350 $1.55M 0.12% +3,874 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP 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: 30,815 shares 30,815 $1.54M 0.12% 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: 1,885 shares; 2024Q4: 1,621 shares; 2025Q1: 1,677 shares; 2025Q2: 2,338 shares; 2025Q3: 2,471 shares; 2025Q4: 2,601 shares; 2026Q1: 3,930 shares 3,930 $1.53M 0.12% +1,329 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 3,683 shares; 2025Q4: 4,639 shares; 2026Q1: 7,270 shares 7,270 $1.51M 0.11% +2,631 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: 8,802 shares; 2024Q4: 8,962 shares; 2025Q1: 8,809 shares; 2025Q2: 8,919 shares; 2025Q3: 8,911 shares; 2025Q4: 8,922 shares; 2026Q1: 16,591 shares 16,591 $1.5M 0.11% +7,669 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: 7,881 shares; 2024Q4: 8,357 shares; 2025Q1: 7,709 shares; 2025Q2: 6,218 shares; 2025Q3: 6,097 shares; 2025Q4: 20,773 shares; 2026Q1: 30,354 shares 30,354 $1.5M 0.11% +9,581 Timeline SPHD 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: 15,374 shares; 2024Q4: 26,350 shares; 2025Q1: 30,470 shares; 2025Q2: 16,474 shares; 2025Q3: 18,274 shares; 2025Q4: not reported; 2026Q1: 29,886 shares 29,886 $1.48M 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 715 shares; 2026Q1: 2,026 shares 2,026 $1.47M 0.11% +1,311 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: 9,903 shares; 2024Q4: 12,270 shares; 2025Q1: 8,174 shares; 2025Q2: not reported; 2025Q3: 46,013 shares; 2025Q4: 19,933 shares; 2026Q1: 42,923 shares 42,923 $1.45M 0.11% +22,990 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,724 shares; 2024Q4: 25,657 shares; 2025Q1: 24,721 shares; 2025Q2: 20,506 shares; 2025Q3: 21,173 shares; 2025Q4: 21,903 shares; 2026Q1: 28,567 shares 28,567 $1.44M 0.11% +6,664 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 2 shares 2 $1.44M 0.11% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,446 shares; 2024Q4: 13,493 shares; 2025Q1: 14,143 shares; 2025Q2: 15,136 shares; 2025Q3: 17,232 shares; 2025Q4: 20,951 shares; 2026Q1: 28,769 shares 28,769 $1.44M 0.11% +7,818 Timeline IJH 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: 12,795 shares; 2024Q4: 12,843 shares; 2025Q1: 13,187 shares; 2025Q2: 14,799 shares; 2025Q3: 16,888 shares; 2025Q4: 14,495 shares; 2026Q1: 21,120 shares 21,120 $1.43M 0.11% +6,625 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: 11,569 shares; 2024Q4: 10,601 shares; 2025Q1: 12,501 shares; 2025Q2: 15,440 shares; 2025Q3: 14,318 shares; 2025Q4: 13,629 shares; 2026Q1: 13,895 shares 13,895 $1.42M 0.11% +266 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,999 shares; 2024Q4: 38,872 shares; 2025Q1: 38,226 shares; 2025Q2: 39,106 shares; 2025Q3: 39,024 shares; 2025Q4: 39,483 shares; 2026Q1: 38,659 shares 38,659 $1.42M 0.11% -824 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: not reported; 2025Q4: not reported; 2026Q1: 19,979 shares 19,979 $1.42M 0.11% new Timeline DTCR 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: 10,807 shares; 2025Q2: 10,142 shares; 2025Q3: 10,692 shares; 2025Q4: not reported; 2026Q1: 58,466 shares 58,466 $1.4M 0.11% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 8,992 shares; 2025Q1: 8,099 shares; 2025Q2: 8,393 shares; 2025Q3: 8,393 shares; 2025Q4: 8,566 shares; 2026Q1: 16,886 shares 16,886 $1.4M 0.11% +8,320 Timeline JBL JABIL INC More: the full row for JABIL 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: 2,654 shares; 2026Q1: 5,260 shares 5,260 $1.4M 0.11% +2,606 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,913 shares; 2024Q4: 84,197 shares; 2025Q1: 83,276 shares; 2025Q2: 84,941 shares; 2025Q3: 83,913 shares; 2025Q4: 72,875 shares; 2026Q1: 121,583 shares 121,583 $1.39M 0.11% +48,708 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 6,187 shares; 2025Q1: 5,732 shares; 2025Q2: 4,942 shares; 2025Q3: 5,045 shares; 2025Q4: 5,161 shares; 2026Q1: 10,898 shares 10,898 $1.39M 0.1% +5,737 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,620 shares; 2025Q1: 1,678 shares; 2025Q2: 1,710 shares; 2025Q3: 1,761 shares; 2025Q4: 2,105 shares; 2026Q1: 4,399 shares 4,399 $1.38M 0.1% +2,294 Timeline BBAG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,824 shares 29,824 $1.38M 0.1% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,938 shares 6,938 $1.37M 0.1% new Timeline HUSV 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: 263,302 shares; 2024Q4: 99,579 shares; 2025Q1: 88,786 shares; 2025Q2: 80,750 shares; 2025Q3: 88,673 shares; 2025Q4: 39,556 shares; 2026Q1: 35,644 shares 35,644 $1.37M 0.1% -3,912 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 3,468 shares; 2025Q1: 3,538 shares; 2025Q2: 3,897 shares; 2025Q3: 4,291 shares; 2025Q4: 4,092 shares; 2026Q1: 4,624 shares 4,624 $1.37M 0.1% +532 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 425 shares; 2025Q1: 361 shares; 2025Q2: not reported; 2025Q3: 367 shares; 2025Q4: 660 shares; 2026Q1: 1,247 shares 1,247 $1.36M 0.1% +587 Timeline JCPB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,901 shares 28,901 $1.36M 0.1% new Timeline FTSM 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: 48,125 shares; 2024Q4: 24,875 shares; 2025Q1: 24,124 shares; 2025Q2: 21,870 shares; 2025Q3: 20,654 shares; 2025Q4: 9,597 shares; 2026Q1: 22,719 shares 22,719 $1.36M 0.1% +13,122 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,055 shares; 2025Q1: 1,209 shares; 2025Q2: 1,263 shares; 2025Q3: 1,462 shares; 2025Q4: 1,824 shares; 2026Q1: 2,925 shares 2,925 $1.35M 0.1% +1,101 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 14,828 shares; 2025Q1: 14,404 shares; 2025Q2: 14,298 shares; 2025Q3: 13,970 shares; 2025Q4: 12,709 shares; 2026Q1: 13,871 shares 13,871 $1.35M 0.1% +1,162 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,899 shares 25,899 $1.34M 0.1% new 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: 1,057 shares; 2024Q4: 1,516 shares; 2025Q1: 1,629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,937 shares; 2026Q1: 9,159 shares 9,159 $1.34M 0.1% +3,222 Timeline EFV 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: 5,949 shares; 2024Q4: 4,479 shares; 2025Q1: 4,914 shares; 2025Q2: 4,433 shares; 2025Q3: 4,278 shares; 2025Q4: 5,821 shares; 2026Q1: 17,942 shares 17,942 $1.33M 0.1% +12,121 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: not reported; 2026Q1: 30,883 shares 30,883 $1.33M 0.1% new Timeline TIP 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: 55 shares; 2024Q4: not reported; 2025Q1: 5,569 shares; 2025Q2: 5,763 shares; 2025Q3: 6,261 shares; 2025Q4: 2,179 shares; 2026Q1: 12,009 shares 12,009 $1.33M 0.1% +9,830 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,047 shares; 2024Q4: 3,351 shares; 2025Q1: 2,343 shares; 2025Q2: 4,475 shares; 2025Q3: 4,985 shares; 2025Q4: 5,606 shares; 2026Q1: 14,424 shares 14,424 $1.32M 0.1% +8,818 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: 1,241 shares; 2024Q4: 1,136 shares; 2025Q1: 1,180 shares; 2025Q2: 1,030 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,143 shares 6,143 $1.32M 0.1% new 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: not reported; 2024Q4: 968 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 836 shares; 2025Q4: 2,232 shares; 2026Q1: 5,326 shares 5,326 $1.32M 0.1% +3,094 Timeline GAL 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: 97,047 shares; 2024Q4: 42,529 shares; 2025Q1: 40,314 shares; 2025Q2: 37,160 shares; 2025Q3: 29,417 shares; 2025Q4: 11,321 shares; 2026Q1: 26,572 shares 26,572 $1.32M 0.1% +15,251 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: 1,055 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,577 shares; 2026Q1: 11,836 shares 11,836 $1.31M 0.1% +3,259 Timeline HDMV 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: 215,395 shares; 2024Q4: 44,232 shares; 2025Q1: 40,399 shares; 2025Q2: 32,351 shares; 2025Q3: 39,847 shares; 2025Q4: 16,227 shares; 2026Q1: 35,619 shares 35,619 $1.31M 0.1% +19,392 Timeline DUHP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,989 shares; 2026Q1: 35,488 shares 35,488 $1.3M 0.1% +10,499 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: 2,872 shares; 2025Q1: 3,182 shares; 2025Q2: 2,413 shares; 2025Q3: 2,588 shares; 2025Q4: 4,160 shares; 2026Q1: 6,104 shares 6,104 $1.3M 0.1% +1,944 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,413 shares; 2024Q4: 7,147 shares; 2025Q1: 6,275 shares; 2025Q2: 6,250 shares; 2025Q3: 7,170 shares; 2025Q4: 7,189 shares; 2026Q1: 14,459 shares 14,459 $1.28M 0.1% +7,270 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,031 shares; 2024Q4: 6,425 shares; 2025Q1: 7,946 shares; 2025Q2: 8,586 shares; 2025Q3: 8,576 shares; 2025Q4: not reported; 2026Q1: 24,160 shares 24,160 $1.26M 0.1% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,838 shares; 2025Q1: 1,976 shares; 2025Q2: 2,096 shares; 2025Q3: 2,151 shares; 2025Q4: 2,360 shares; 2026Q1: 2,326 shares 2,326 $1.25M 0.09% -34 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 6,717 shares; 2025Q3: 6,728 shares; 2025Q4: 6,954 shares; 2026Q1: 6,802 shares 6,802 $1.25M 0.09% -152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 1,675 shares; 2026Q1: 5,681 shares 5,681 $1.24M 0.09% +4,006 Timeline DFAE 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: 15,695 shares; 2024Q4: 15,926 shares; 2025Q1: 15,926 shares; 2025Q2: 15,927 shares; 2025Q3: 16,022 shares; 2025Q4: 32,669 shares; 2026Q1: 36,494 shares 36,494 $1.24M 0.09% +3,825 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: 348 shares; 2024Q4: 1,236 shares; 2025Q1: 1,312 shares; 2025Q2: 1,219 shares; 2025Q3: 1,356 shares; 2025Q4: 1,405 shares; 2026Q1: 4,317 shares 4,317 $1.23M 0.09% +2,912 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: 6,312 shares; 2024Q4: 5,470 shares; 2025Q1: 5,449 shares; 2025Q2: 5,682 shares; 2025Q3: 4,872 shares; 2025Q4: 4,669 shares; 2026Q1: 12,613 shares 12,613 $1.22M 0.09% +7,944 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 5,302 shares; 2025Q1: 5,150 shares; 2025Q2: 6,346 shares; 2025Q3: 6,435 shares; 2025Q4: 6,341 shares; 2026Q1: 11,822 shares 11,822 $1.21M 0.09% +5,481 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: 15,590 shares; 2024Q4: 16,430 shares; 2025Q1: 16,062 shares; 2025Q2: 16,763 shares; 2025Q3: 17,131 shares; 2025Q4: 15,911 shares; 2026Q1: 35,961 shares 35,961 $1.21M 0.09% +20,050 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: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,515 shares 4,515 $1.18M 0.09% new 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: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,721 shares; 2026Q1: 17,262 shares 17,262 $1.18M 0.09% +1,541 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 1,238 shares; 2025Q1: 1,443 shares; 2025Q2: 1,621 shares; 2025Q3: 1,710 shares; 2025Q4: 2,407 shares; 2026Q1: 3,833 shares 3,833 $1.17M 0.09% +1,426 Timeline OUSM ALPS ETF TR More: the full row for ALPS 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: 26,617 shares 26,617 $1.16M 0.09% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: 3,218 shares; 2025Q1: 3,088 shares; 2025Q2: 5,969 shares; 2025Q3: 3,238 shares; 2025Q4: 4,570 shares; 2026Q1: 12,063 shares 12,063 $1.16M 0.09% +7,493 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 3,191 shares; 2025Q1: 3,173 shares; 2025Q2: 2,854 shares; 2025Q3: 2,680 shares; 2025Q4: 4,752 shares; 2026Q1: 6,296 shares 6,296 $1.16M 0.09% +1,544 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 25,807 shares 25,807 $1.16M 0.09% new Timeline XLY 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: 481 shares; 2024Q4: 1,324 shares; 2025Q1: 1,255 shares; 2025Q2: 1,234 shares; 2025Q3: 1,160 shares; 2025Q4: 7,798 shares; 2026Q1: 10,645 shares 10,645 $1.16M 0.09% +2,847 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,394 shares; 2024Q4: 110,174 shares; 2025Q1: 111,589 shares; 2025Q2: 110,929 shares; 2025Q3: 110,314 shares; 2025Q4: 107,850 shares; 2026Q1: 209,044 shares 209,044 $1.16M 0.09% +101,194 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 2,863 shares; 2025Q1: 2,959 shares; 2025Q2: 3,063 shares; 2025Q3: 2,989 shares; 2025Q4: 3,006 shares; 2026Q1: 6,630 shares 6,630 $1.16M 0.09% +3,624 Timeline IWD 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: 1,775 shares; 2024Q4: 1,884 shares; 2025Q1: 1,255 shares; 2025Q2: 1,379 shares; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 5,411 shares 5,411 $1.16M 0.09% +3,078 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: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,678 shares 44,678 $1.15M 0.09% new Timeline IAGG 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: 22,623 shares 22,623 $1.13M 0.09% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,885 shares; 2025Q3: 2,982 shares; 2025Q4: 3,039 shares; 2026Q1: 5,352 shares 5,352 $1.13M 0.09% +2,313 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,878 shares; 2024Q4: 38,697 shares; 2025Q1: 34,233 shares; 2025Q2: 29,712 shares; 2025Q3: 27,450 shares; 2025Q4: 11,696 shares; 2026Q1: 26,156 shares 26,156 $1.13M 0.09% +14,460 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,818 shares; 2025Q4: 2,966 shares; 2026Q1: 4,496 shares 4,496 $1.13M 0.09% +1,530 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 27,475 shares 27,475 $1.11M 0.08% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 13,157 shares 13,157 $1.11M 0.08% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: 11,940 shares; 2025Q2: 11,940 shares; 2025Q3: 13,075 shares; 2025Q4: 13,088 shares; 2026Q1: 15,634 shares 15,634 $1.1M 0.08% +2,546 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: 901 shares; 2024Q4: not reported; 2025Q1: 6,239 shares; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 6,589 shares; 2026Q1: 12,514 shares 12,514 $1.08M 0.08% +5,925 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 537 shares; 2025Q3: 587 shares; 2025Q4: 477 shares; 2026Q1: 734 shares 734 $1.08M 0.08% +257 Timeline SUB 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: 10,038 shares 10,038 $1.07M 0.08% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,699 shares; 2025Q1: 3,016 shares; 2025Q2: 3,081 shares; 2025Q3: 2,798 shares; 2025Q4: 2,600 shares; 2026Q1: 5,242 shares 5,242 $1.06M 0.08% +2,642 Timeline FALN 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: 11,469 shares; 2024Q4: 13,269 shares; 2025Q1: 14,319 shares; 2025Q2: 14,469 shares; 2025Q3: 15,026 shares; 2025Q4: 17,831 shares; 2026Q1: 39,737 shares 39,737 $1.06M 0.08% +21,906 Timeline USIG 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: 21,999 shares; 2024Q4: 22,094 shares; 2025Q1: 12,778 shares; 2025Q2: 12,795 shares; 2025Q3: 12,866 shares; 2025Q4: 14,582 shares; 2026Q1: 20,653 shares 20,653 $1.06M 0.08% +6,071 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 2,769 shares; 2025Q4: 2,490 shares; 2026Q1: 5,432 shares 5,432 $1.03M 0.08% +2,942 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,552 shares; 2025Q1: 7,623 shares; 2025Q2: 7,877 shares; 2025Q3: 8,001 shares; 2025Q4: 8,257 shares; 2026Q1: 11,155 shares 11,155 $1.03M 0.08% +2,898 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,075 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 2,511 shares 2,511 $1.02M 0.08% +1,136 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: 102,929 shares; 2024Q4: 97,358 shares; 2025Q1: 97,176 shares; 2025Q2: 95,820 shares; 2025Q3: 93,931 shares; 2025Q4: 93,211 shares; 2026Q1: 181,816 shares 181,816 $1.02M 0.08% +88,605 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: 8,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,399 shares 9,399 $1.02M 0.08% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 2,363 shares; 2025Q1: 2,393 shares; 2025Q2: 2,178 shares; 2025Q3: 2,270 shares; 2025Q4: 2,268 shares; 2026Q1: 5,602 shares 5,602 $1.01M 0.08% +3,334 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,623 shares; 2025Q3: 2,761 shares; 2025Q4: 1,990 shares; 2026Q1: 2,561 shares 2,561 $1M 0.08% +571 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,762 shares; 2025Q2: 6,008 shares; 2025Q3: 3,087 shares; 2025Q4: 1,939 shares; 2026Q1: 6,451 shares 6,451 $1M 0.08% +4,512 Timeline SPAB 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: 53,155 shares; 2024Q4: 25,109 shares; 2025Q1: 29,691 shares; 2025Q2: 27,454 shares; 2025Q3: 32,268 shares; 2025Q4: not reported; 2026Q1: 39,124 shares 39,124 $1M 0.08% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,611 shares; 2025Q1: 9,278 shares; 2025Q2: 9,160 shares; 2025Q3: 9,012 shares; 2025Q4: 7,990 shares; 2026Q1: 18,887 shares 18,887 $996K 0.08% +10,897 Timeline TLH 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: 9,850 shares 9,850 $992K 0.08% new 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: 2,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,113 shares; 2025Q4: 15,903 shares; 2026Q1: 21,589 shares 21,589 $991K 0.07% +5,686 Timeline IEMG 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: 3,837 shares; 2024Q4: 5,912 shares; 2025Q1: 6,558 shares; 2025Q2: 6,662 shares; 2025Q3: 7,194 shares; 2025Q4: 7,343 shares; 2026Q1: 14,199 shares 14,199 $990K 0.07% +6,856 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: 43 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,054 shares 4,054 $990K 0.07% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,873 shares; 2024Q4: 9,160 shares; 2025Q1: 9,219 shares; 2025Q2: 9,513 shares; 2025Q3: 11,204 shares; 2025Q4: 12,892 shares; 2026Q1: 20,993 shares 20,993 $987K 0.07% +8,101 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM 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: 54,317 shares; 2025Q3: 60,545 shares; 2025Q4: 66,505 shares; 2026Q1: 72,226 shares 72,226 $981K 0.07% +5,721 Timeline IEF 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: 17,845 shares; 2024Q4: 24,137 shares; 2025Q1: 19,171 shares; 2025Q2: 10,956 shares; 2025Q3: 13,637 shares; 2025Q4: 4,537 shares; 2026Q1: 10,247 shares 10,247 $978K 0.07% +5,710 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 34,595 shares 34,595 $976K 0.07% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,079 shares; 2025Q3: 3,264 shares; 2025Q4: 3,558 shares; 2026Q1: 7,294 shares 7,294 $964K 0.07% +3,736 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,820 shares; 2025Q3: 1,547 shares; 2025Q4: 1,693 shares; 2026Q1: 4,170 shares 4,170 $961K 0.07% +2,477 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 81,996 shares 81,996 $960K 0.07% new 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: 2,372 shares; 2024Q4: 2,373 shares; 2025Q1: 2,078 shares; 2025Q2: 2,072 shares; 2025Q3: 1,947 shares; 2025Q4: 2,141 shares; 2026Q1: 5,283 shares 5,283 $959K 0.07% +3,142 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 2,006 shares 2,006 $956K 0.07% +981 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,093 shares; 2024Q4: 35,712 shares; 2025Q1: 34,564 shares; 2025Q2: 34,564 shares; 2025Q3: 34,564 shares; 2025Q4: 34,804 shares; 2026Q1: 75,246 shares 75,246 $953K 0.07% +40,442 Timeline SOXX 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: 1,417 shares; 2024Q4: 1,358 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 2,888 shares 2,888 $949K 0.07% +1,636 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 14,550 shares; 2025Q3: 14,550 shares; 2025Q4: 14,550 shares; 2026Q1: 40,639 shares 40,639 $944K 0.07% +26,089 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,177 shares; 2025Q3: 5,845 shares; 2025Q4: 6,289 shares; 2026Q1: 16,043 shares 16,043 $938K 0.07% +9,754 Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: 9,306 shares 9,306 $936K 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,359 shares; 2025Q1: 3,291 shares; 2025Q2: 2,076 shares; 2025Q3: 2,369 shares; 2025Q4: 2,394 shares; 2026Q1: 3,458 shares 3,458 $936K 0.07% +1,064 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 4,950 shares; 2025Q4: 8,450 shares; 2026Q1: 9,500 shares 9,500 $929K 0.07% +1,050 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 1,764 shares; 2025Q1: 1,683 shares; 2025Q2: 1,444 shares; 2025Q3: 5,535 shares; 2025Q4: 2,703 shares; 2026Q1: 3,962 shares 3,962 $910K 0.07% +1,259 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: not reported; 2025Q4: not reported; 2026Q1: 19,205 shares 19,205 $902K 0.07% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,246 shares; 2024Q4: 14,766 shares; 2025Q1: 2,500 shares; 2025Q2: 2,545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,434 shares 7,434 $901K 0.07% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,842 shares; 2024Q4: 8,161 shares; 2025Q1: 7,949 shares; 2025Q2: 8,005 shares; 2025Q3: 8,089 shares; 2025Q4: 8,269 shares; 2026Q1: 12,141 shares 12,141 $894K 0.07% +3,872 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER 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: 37,459 shares; 2026Q1: 45,652 shares 45,652 $889K 0.07% +8,193 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: 2,679 shares; 2024Q4: 2,772 shares; 2025Q1: 3,330 shares; 2025Q2: 2,917 shares; 2025Q3: 3,104 shares; 2025Q4: 3,457 shares; 2026Q1: 4,837 shares 4,837 $883K 0.07% +1,380 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 25,646 shares; 2025Q1: 26,591 shares; 2025Q2: 20,279 shares; 2025Q3: 19,341 shares; 2025Q4: 19,651 shares; 2026Q1: 18,393 shares 18,393 $867K 0.07% -1,258 Timeline IBDV 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: 9,350 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 39,450 shares 39,450 $864K 0.07% +23,850 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: 4,886 shares; 2024Q4: 2,002 shares; 2025Q1: 2,127 shares; 2025Q2: 2,188 shares; 2025Q3: 2,246 shares; 2025Q4: 2,324 shares; 2026Q1: 3,470 shares 3,470 $858K 0.06% +1,146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares; 2026Q1: 12,085 shares 12,085 $857K 0.06% +1,934 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,858 shares; 2026Q1: 10,379 shares 10,379 $856K 0.06% +5,521 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: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,520 shares; 2026Q1: 10,413 shares 10,413 $854K 0.06% +2,893 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares; 2026Q1: 2,597 shares 2,597 $854K 0.06% +1,088 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: not reported; 2025Q3: not reported; 2025Q4: 11,870 shares; 2026Q1: 14,932 shares 14,932 $851K 0.06% +3,062 Timeline OUSA ALPS ETF TR More: the full row for ALPS 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: 15,262 shares 15,262 $850K 0.06% new 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: 1,761 shares; 2025Q3: 1,751 shares; 2025Q4: 3,028 shares; 2026Q1: 4,653 shares 4,653 $848K 0.06% +1,625 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 3,890 shares; 2025Q1: 3,452 shares; 2025Q2: 3,676 shares; 2025Q3: 3,729 shares; 2025Q4: 3,401 shares; 2026Q1: 7,296 shares 7,296 $845K 0.06% +3,895 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 3,435 shares; 2025Q4: 3,171 shares; 2026Q1: 6,672 shares 6,672 $843K 0.06% +3,501 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 2,422 shares 2,422 $833K 0.06% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 8,699 shares 8,699 $830K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,395 shares; 2025Q3: 16,642 shares; 2025Q4: 16,822 shares; 2026Q1: 16,865 shares 16,865 $824K 0.06% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,062 shares 16,062 $816K 0.06% new Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,638 shares; 2025Q4: 7,159 shares; 2026Q1: 9,848 shares 9,848 $812K 0.06% +2,689 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 7,988 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares; 2025Q4: 7,688 shares; 2026Q1: 15,305 shares 15,305 $811K 0.06% +7,617 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 3,298 shares; 2025Q1: 3,739 shares; 2025Q2: 4,186 shares; 2025Q3: 4,790 shares; 2025Q4: 4,924 shares; 2026Q1: 6,168 shares 6,168 $808K 0.06% +1,244 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,883 shares; 2024Q4: 82,340 shares; 2025Q1: 77,502 shares; 2025Q2: 33,397 shares; 2025Q3: 32,852 shares; 2025Q4: 34,548 shares; 2026Q1: 71,100 shares 71,100 $802K 0.06% +36,552 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: 1,758 shares; 2024Q4: 2,315 shares; 2025Q1: 2,135 shares; 2025Q2: 2,018 shares; 2025Q3: 2,011 shares; 2025Q4: 2,918 shares; 2026Q1: 1,874 shares 1,874 $797K 0.06% -1,044 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 10,047 shares; 2025Q1: 9,796 shares; 2025Q2: 9,773 shares; 2025Q3: 9,773 shares; 2025Q4: 9,750 shares; 2026Q1: 19,650 shares 19,650 $788K 0.06% +9,900 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,051 shares; 2024Q4: 22,924 shares; 2025Q1: 21,462 shares; 2025Q2: 21,813 shares; 2025Q3: 21,907 shares; 2025Q4: 21,848 shares; 2026Q1: 50,304 shares 50,304 $787K 0.06% +28,456 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F 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: 31,500 shares 31,500 $783K 0.06% new 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: not reported; 2025Q4: not reported; 2026Q1: 5,860 shares 5,860 $780K 0.06% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 4,852 shares; 2025Q1: 1,173 shares; 2025Q2: 1,307 shares; 2025Q3: 1,366 shares; 2025Q4: 1,404 shares; 2026Q1: 2,181 shares 2,181 $777K 0.06% +777 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,185 shares; 2024Q4: 18,271 shares; 2025Q1: 19,442 shares; 2025Q2: 20,717 shares; 2025Q3: 21,300 shares; 2025Q4: 19,557 shares; 2026Q1: 19,375 shares 19,375 $773K 0.06% -182 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,918 shares; 2025Q2: 5,918 shares; 2025Q3: 6,220 shares; 2025Q4: 11,409 shares; 2026Q1: 15,624 shares 15,624 $768K 0.06% +4,215 Timeline HEWJ 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: 9,046 shares; 2025Q2: 9,296 shares; 2025Q3: 9,163 shares; 2025Q4: 9,009 shares; 2026Q1: 13,628 shares 13,628 $767K 0.06% +4,619 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,251 shares; 2024Q4: 105,045 shares; 2025Q1: 99,476 shares; 2025Q2: 100,229 shares; 2025Q3: 99,695 shares; 2025Q4: 99,079 shares; 2026Q1: 96,974 shares 96,974 $757K 0.06% -2,105 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,254 shares; 2024Q4: 9,657 shares; 2025Q1: 8,191 shares; 2025Q2: not reported; 2025Q3: 11,376 shares; 2025Q4: 10,149 shares; 2026Q1: 16,200 shares 16,200 $752K 0.06% +6,051 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: 1,277 shares; 2024Q4: 1,270 shares; 2025Q1: 1,017 shares; 2025Q2: 950 shares; 2025Q3: 912 shares; 2025Q4: 801 shares; 2026Q1: 1,077 shares 1,077 $751K 0.06% +276 Timeline DFIC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,037 shares; 2026Q1: 21,087 shares 21,087 $749K 0.06% +5,050 Timeline CALF 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 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,635 shares; 2026Q1: 16,519 shares 16,519 $741K 0.06% +7,884 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC 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: 39,724 shares; 2025Q3: 45,330 shares; 2025Q4: 47,694 shares; 2026Q1: 48,577 shares 48,577 $739K 0.06% +883 Timeline BOTZ 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: not reported; 2025Q4: 18,531 shares; 2026Q1: 22,227 shares 22,227 $738K 0.06% +3,696 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: 110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,541 shares; 2026Q1: 4,907 shares 4,907 $727K 0.05% +2,366 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN 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: 62,311 shares 62,311 $726K 0.05% new Timeline WDIV 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: 4,740 shares; 2024Q4: 4,660 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 9,400 shares 9,400 $725K 0.05% +4,740 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,784 shares; 2025Q4: 77,378 shares; 2026Q1: 121,983 shares 121,983 $721K 0.05% +44,605 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,831 shares; 2024Q4: 72,318 shares; 2025Q1: 30,787 shares; 2025Q2: 54,233 shares; 2025Q3: 54,240 shares; 2025Q4: 24,626 shares; 2026Q1: 17,889 shares 17,889 $718K 0.05% -6,737 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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: 9,770 shares 9,770 $718K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,806 shares; 2024Q4: 18,748 shares; 2025Q1: 18,379 shares; 2025Q2: 19,230 shares; 2025Q3: 20,167 shares; 2025Q4: 17,881 shares; 2026Q1: 24,908 shares 24,908 $715K 0.05% +7,027 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,704 shares; 2025Q1: 3,401 shares; 2025Q2: 3,597 shares; 2025Q3: 3,962 shares; 2025Q4: 3,508 shares; 2026Q1: 3,636 shares 3,636 $713K 0.05% +128 Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,459 shares 3,459 $712K 0.05% new Timeline RAAX 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: not reported; 2025Q4: not reported; 2026Q1: 17,404 shares 17,404 $709K 0.05% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 8,836 shares; 2025Q1: 9,426 shares; 2025Q2: 9,775 shares; 2025Q3: 9,154 shares; 2025Q4: 8,217 shares; 2026Q1: 8,715 shares 8,715 $706K 0.05% +498 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,135 shares; 2026Q1: 9,776 shares 9,776 $702K 0.05% -359 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,645 shares; 2024Q4: 9,225 shares; 2025Q1: 12,026 shares; 2025Q2: 12,039 shares; 2025Q3: 12,666 shares; 2025Q4: not reported; 2026Q1: 13,144 shares 13,144 $696K 0.05% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 3,874 shares 3,874 $696K 0.05% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,350 shares; 2025Q1: 1,791 shares; 2025Q2: 1,903 shares; 2025Q3: 1,848 shares; 2025Q4: 1,897 shares; 2026Q1: 4,061 shares 4,061 $695K 0.05% +2,164 Timeline PHO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,653 shares; 2026Q1: 10,379 shares 10,379 $694K 0.05% +1,726 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,638 shares 18,638 $694K 0.05% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,776 shares; 2026Q1: 20,020 shares 20,020 $693K 0.05% +244 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 23,189 shares 23,189 $688K 0.05% new Timeline TLT 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: 24,979 shares; 2024Q4: 15,204 shares; 2025Q1: 19,323 shares; 2025Q2: 9,796 shares; 2025Q3: 11,599 shares; 2025Q4: 7,581 shares; 2026Q1: 7,910 shares 7,910 $686K 0.05% +329 Timeline BAB 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: 31,168 shares; 2026Q1: 25,356 shares 25,356 $684K 0.05% -5,812 Timeline TQQQ 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: 4,182 shares; 2024Q4: 4,023 shares; 2025Q1: 4,355 shares; 2025Q2: 4,442 shares; 2025Q3: 4,287 shares; 2025Q4: 8,103 shares; 2026Q1: 16,271 shares 16,271 $678K 0.05% +8,168 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: 11,651 shares; 2024Q4: 10,868 shares; 2025Q1: 9,789 shares; 2025Q2: 9,787 shares; 2025Q3: 9,805 shares; 2025Q4: 12,280 shares; 2026Q1: 10,782 shares 10,782 $677K 0.05% -1,498 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,735 shares; 2025Q1: 1,981 shares; 2025Q2: 2,079 shares; 2025Q3: 2,070 shares; 2025Q4: 1,813 shares; 2026Q1: 1,859 shares 1,859 $675K 0.05% +46 Timeline IVW 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: 4,094 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,969 shares 5,969 $675K 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 4,592 shares; 2025Q2: 4,484 shares; 2025Q3: 4,372 shares; 2025Q4: 4,156 shares; 2026Q1: 8,161 shares 8,161 $669K 0.05% +4,005 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 2,270 shares; 2025Q1: 1,880 shares; 2025Q2: 2,211 shares; 2025Q3: 2,363 shares; 2025Q4: 2,537 shares; 2026Q1: 3,379 shares 3,379 $668K 0.05% +842 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 4,180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,384 shares 9,384 $667K 0.05% new 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,769 shares 11,769 $666K 0.05% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 4,483 shares; 2025Q1: 4,794 shares; 2025Q2: 5,042 shares; 2025Q3: 5,745 shares; 2025Q4: 5,276 shares; 2026Q1: 5,231 shares 5,231 $663K 0.05% -45 Timeline DFIS 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: 11,919 shares; 2024Q4: 11,919 shares; 2025Q1: 11,919 shares; 2025Q2: 11,919 shares; 2025Q3: 11,919 shares; 2025Q4: 19,646 shares; 2026Q1: 19,646 shares 19,646 $661K 0.05% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 23,218 shares 23,218 $660K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,291 shares; 2026Q1: 16,942 shares 16,942 $658K 0.05% +11,651 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,912 shares 6,912 $651K 0.05% new 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: 189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares; 2026Q1: 8,896 shares 8,896 $647K 0.05% +3,287 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: 6,754 shares; 2025Q2: 6,745 shares; 2025Q3: 4,733 shares; 2025Q4: 4,632 shares; 2026Q1: 4,622 shares 4,622 $643K 0.05% -10 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 6,519 shares; 2025Q4: 5,247 shares; 2026Q1: 9,165 shares 9,165 $635K 0.05% +3,918 Timeline FLOWSTONE OPPORTUNITY FUND … FLOWSTONE OPPORTUNITY FUND CLASS I More: the full row for FLOWSTONE OPPORTUNITY FUND CLASS I 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: 36,722 shares 36,722 $633K 0.05% new KBA KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 20,889 shares 20,889 $632K 0.05% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 2,321 shares; 2025Q1: 912 shares; 2025Q2: 916 shares; 2025Q3: 1,991 shares; 2025Q4: 1,023 shares; 2026Q1: 1,960 shares 1,960 $628K 0.05% +937 Timeline EQL ALPS ETF TR More: the full row for ALPS 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: 13,183 shares 13,183 $627K 0.05% new 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: 109 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares 1,831 $626K 0.05% new Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 33,451 shares 33,451 $626K 0.05% new 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: 231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,592 shares 4,592 $625K 0.05% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 3,602 shares; 2025Q1: 3,271 shares; 2025Q2: 3,089 shares; 2025Q3: 2,914 shares; 2025Q4: 2,172 shares; 2026Q1: 3,966 shares 3,966 $624K 0.05% +1,794 Timeline AFOS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,203 shares 17,203 $622K 0.05% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,656 shares; 2025Q1: 1,583 shares; 2025Q2: 1,582 shares; 2025Q3: 1,537 shares; 2025Q4: 2,572 shares; 2026Q1: 3,946 shares 3,946 $621K 0.05% +1,374 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 8,036 shares 8,036 $620K 0.05% +5,124 Timeline XLB 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: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,566 shares; 2026Q1: 12,370 shares 12,370 $618K 0.05% +2,804 Timeline EEM 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: 4,940 shares; 2024Q4: 4,967 shares; 2025Q1: 4,745 shares; 2025Q2: not reported; 2025Q3: 5,048 shares; 2025Q4: 5,272 shares; 2026Q1: 10,873 shares 10,873 $617K 0.05% +5,601 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 4,508 shares; 2025Q1: 4,121 shares; 2025Q2: 3,646 shares; 2025Q3: 3,565 shares; 2025Q4: 3,658 shares; 2026Q1: 5,831 shares 5,831 $617K 0.05% +2,173 Timeline BBIN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,404 shares 8,404 $614K 0.05% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,731 shares; 2025Q2: 3,948 shares; 2025Q3: not reported; 2025Q4: 2,462 shares; 2026Q1: 3,659 shares 3,659 $608K 0.05% +1,197 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,694 shares; 2025Q3: 13,704 shares; 2025Q4: 13,716 shares; 2026Q1: 30,064 shares 30,064 $603K 0.05% +16,348 Timeline SCHJ 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: 4,644 shares; 2024Q4: 9,288 shares; 2025Q1: 10,688 shares; 2025Q2: 10,988 shares; 2025Q3: 11,488 shares; 2025Q4: 11,488 shares; 2026Q1: 24,279 shares 24,279 $600K 0.05% +12,791 Timeline EFG 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: 5,377 shares 5,377 $599K 0.05% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 5,197 shares; 2025Q1: 4,367 shares; 2025Q2: 3,821 shares; 2025Q3: 3,623 shares; 2025Q4: 3,656 shares; 2026Q1: 6,600 shares 6,600 $598K 0.05% +2,944 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 5,331 shares; 2025Q1: 5,770 shares; 2025Q2: 10,033 shares; 2025Q3: 9,514 shares; 2025Q4: 9,714 shares; 2026Q1: 6,449 shares 6,449 $597K 0.05% -3,265 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 15,906 shares 15,906 $591K 0.04% new Timeline HINES GLOBAL INCOME TRUS HINES GLOBAL INCOME TRUS More: the full row for HINES GLOBAL INCOME TRUS 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: 59,833 shares 59,833 $588K 0.04% new RVNU DBX ETF TR More: the full row for DBX 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: 12,317 shares; 2026Q1: 23,676 shares 23,676 $583K 0.04% +11,359 Timeline REMX 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: not reported; 2025Q4: not reported; 2026Q1: 6,627 shares 6,627 $583K 0.04% new 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: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,222 shares; 2026Q1: 10,763 shares 10,763 $582K 0.04% +3,541 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,686 shares; 2025Q4: 2,039 shares; 2026Q1: 2,314 shares 2,314 $580K 0.04% +275 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,794 shares; 2025Q3: 4,794 shares; 2025Q4: 6,554 shares; 2026Q1: 13,104 shares 13,104 $579K 0.04% +6,550 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,899 shares; 2024Q4: 8,132 shares; 2025Q1: 7,975 shares; 2025Q2: 8,122 shares; 2025Q3: 8,497 shares; 2025Q4: 6,382 shares; 2026Q1: 10,587 shares 10,587 $573K 0.04% +4,205 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 14,787 shares; 2026Q1: 18,343 shares 18,343 $571K 0.04% +3,556 Timeline STIP 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: 2,869 shares; 2024Q4: 3,018 shares; 2025Q1: 3,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,508 shares 5,508 $570K 0.04% new Timeline BUYO KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 20,504 shares 20,504 $567K 0.04% new Timeline VTWV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,383 shares 3,383 $566K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,531 shares; 2025Q4: 1,954 shares; 2026Q1: 4,756 shares 4,756 $564K 0.04% +2,802 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 6,164 shares; 2026Q1: 9,369 shares 9,369 $564K 0.04% +3,205 Timeline NATIONAL STORAGE AFFILIATES… NATIONAL STORAGE AFFILIATES TR More: the full row for NATIONAL STORAGE AFFILIATES 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: 14,073 shares 14,073 $563K 0.04% new PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 8,526 shares; 2025Q1: 9,486 shares; 2025Q2: 10,489 shares; 2025Q3: 11,469 shares; 2025Q4: 11,992 shares; 2026Q1: 14,710 shares 14,710 $562K 0.04% +2,718 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 792 shares 792 $557K 0.04% +147 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 3,519 shares; 2025Q1: 3,414 shares; 2025Q2: 6,704 shares; 2025Q3: 6,931 shares; 2025Q4: 3,940 shares; 2026Q1: 4,970 shares 4,970 $554K 0.04% +1,030 Timeline DFEN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 3,894 shares; 2025Q3: 4,076 shares; 2025Q4: 4,087 shares; 2026Q1: 8,767 shares 8,767 $553K 0.04% +4,680 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 572 shares; 2026Q1: 1,390 shares 1,390 $553K 0.04% +818 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 2,327 shares 2,327 $550K 0.04% +1,238 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE 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: 6,065 shares; 2026Q1: 8,170 shares 8,170 $549K 0.04% +2,105 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,754 shares 7,754 $544K 0.04% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,221 shares; 2025Q1: 1,156 shares; 2025Q2: 1,121 shares; 2025Q3: 2,049 shares; 2025Q4: 2,381 shares; 2026Q1: 3,148 shares 3,148 $544K 0.04% +767 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,794 shares 3,794 $543K 0.04% new Timeline JGLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,280 shares 8,280 $540K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 1,858 shares 1,858 $540K 0.04% +721 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,270 shares 1,270 $539K 0.04% new 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: 3,437 shares; 2024Q4: 5,862 shares; 2025Q1: 6,562 shares; 2025Q2: 5,828 shares; 2025Q3: 6,399 shares; 2025Q4: 6,075 shares; 2026Q1: 7,170 shares 7,170 $534K 0.04% +1,095 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 357 shares; 2025Q3: 900 shares; 2025Q4: 518 shares; 2026Q1: 1,101 shares 1,101 $534K 0.04% +583 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,292 shares 7,292 $534K 0.04% new Timeline SCHP 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: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,051 shares 20,051 $534K 0.04% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,114 shares; 2025Q4: 3,123 shares; 2026Q1: 2,682 shares 2,682 $532K 0.04% -441 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: 6,447 shares; 2024Q4: 4,827 shares; 2025Q1: 8,832 shares; 2025Q2: 8,983 shares; 2025Q3: 9,220 shares; 2025Q4: 2,828 shares; 2026Q1: 1,872 shares 1,872 $531K 0.04% -956 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,964 shares 1,964 $524K 0.04% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,164 shares; 2024Q4: 7,342 shares; 2025Q1: 6,699 shares; 2025Q2: 7,022 shares; 2025Q3: 6,957 shares; 2025Q4: 7,200 shares; 2026Q1: 6,928 shares 6,928 $522K 0.04% -272 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,582 shares; 2025Q1: 1,530 shares; 2025Q2: 1,501 shares; 2025Q3: 1,778 shares; 2025Q4: 1,461 shares; 2026Q1: 1,435 shares 1,435 $522K 0.04% -26 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 633 shares; 2025Q1: 791 shares; 2025Q2: 769 shares; 2025Q3: 762 shares; 2025Q4: 798 shares; 2026Q1: 715 shares 715 $521K 0.04% -83 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: 1,566 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,670 shares; 2025Q4: 6,450 shares; 2026Q1: 11,796 shares 11,796 $521K 0.04% +5,346 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,646 shares; 2025Q1: 21,088 shares; 2025Q2: 21,144 shares; 2025Q3: 22,264 shares; 2025Q4: 22,909 shares; 2026Q1: 10,779 shares 10,779 $519K 0.04% -12,130 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 8,043 shares; 2025Q1: 9,491 shares; 2025Q2: 10,410 shares; 2025Q3: 11,066 shares; 2025Q4: 11,933 shares; 2026Q1: 13,805 shares 13,805 $519K 0.04% +1,872 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,220 shares 30,220 $518K 0.04% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 7,718 shares; 2026Q1: 11,401 shares 11,401 $514K 0.04% +3,683 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,452 shares; 2024Q4: 44,938 shares; 2025Q1: 45,680 shares; 2025Q2: 45,569 shares; 2025Q3: 45,569 shares; 2025Q4: 46,405 shares; 2026Q1: 46,397 shares 46,397 $513K 0.04% -8 Timeline XLRE 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: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,825 shares; 2026Q1: 12,563 shares 12,563 $513K 0.04% +2,738 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 35,450 shares 35,450 $513K 0.04% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,938 shares 20,938 $511K 0.04% new Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 53,170 shares 53,170 $510K 0.04% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,909 shares 1,909 $508K 0.04% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS 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: 7,336 shares 7,336 $506K 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 654 shares; 2025Q1: 538 shares; 2025Q2: 351 shares; 2025Q3: 338 shares; 2025Q4: 330 shares; 2026Q1: 563 shares 563 $505K 0.04% +233 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: 2,293 shares; 2025Q1: 2,849 shares; 2025Q2: 2,594 shares; 2025Q3: 2,374 shares; 2025Q4: 3,201 shares; 2026Q1: 4,103 shares 4,103 $504K 0.04% +902 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 4,833 shares 4,833 $501K 0.04% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,891 shares 6,891 $499K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: not reported; 2025Q1: 1,779 shares; 2025Q2: 1,750 shares; 2025Q3: 1,762 shares; 2025Q4: 2,373 shares; 2026Q1: 2,453 shares 2,453 $499K 0.04% +80 Timeline GRNB 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: 28,112 shares; 2024Q4: 13,303 shares; 2025Q1: 15,738 shares; 2025Q2: 14,499 shares; 2025Q3: 17,034 shares; 2025Q4: not reported; 2026Q1: 20,767 shares 20,767 $498K 0.04% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,334 shares; 2025Q1: 3,108 shares; 2025Q2: 3,057 shares; 2025Q3: 2,800 shares; 2025Q4: 2,662 shares; 2026Q1: 5,185 shares 5,185 $491K 0.04% +2,523 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 12,172 shares; 2025Q1: 14,824 shares; 2025Q2: 12,980 shares; 2025Q3: 13,695 shares; 2025Q4: not reported; 2026Q1: 13,327 shares 13,327 $490K 0.04% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 116 shares 116 $488K 0.04% +72 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 9,089 shares; 2026Q1: 20,154 shares 20,154 $478K 0.04% +11,065 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 984 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,044 shares; 2025Q4: 1,043 shares; 2026Q1: 1,376 shares 1,376 $475K 0.04% +333 Timeline DFSU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,775 shares; 2026Q1: 11,452 shares 11,452 $471K 0.04% +2,677 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 17,079 shares 17,079 $468K 0.04% new 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: 10,657 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 9,649 shares; 2025Q3: 10,867 shares; 2025Q4: 14,264 shares; 2026Q1: 25,872 shares 25,872 $466K 0.04% +11,608 Timeline SMLF 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: 6,159 shares; 2025Q2: 6,288 shares; 2025Q3: 6,354 shares; 2025Q4: 6,590 shares; 2026Q1: 6,172 shares 6,172 $466K 0.04% -418 Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR 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: 9,827 shares 9,827 $464K 0.04% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 15,196 shares; 2025Q4: 14,611 shares; 2026Q1: 19,534 shares 19,534 $461K 0.03% +4,923 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 741 shares; 2025Q1: 833 shares; 2025Q2: 1,072 shares; 2025Q3: 1,092 shares; 2025Q4: 7,203 shares; 2026Q1: 4,413 shares 4,413 $461K 0.03% -2,790 Timeline REM 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: 21,299 shares 21,299 $457K 0.03% new Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 10,141 shares 10,141 $457K 0.03% new Timeline QQMG 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: 5,721 shares; 2026Q1: 11,442 shares 11,442 $453K 0.03% +5,721 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 7,839 shares 7,839 $447K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,648 shares; 2025Q1: 1,563 shares; 2025Q2: 1,428 shares; 2025Q3: 1,144 shares; 2025Q4: 1,025 shares; 2026Q1: 1,532 shares 1,532 $447K 0.03% +507 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 1,048 shares; 2025Q2: 1,076 shares; 2025Q3: 1,072 shares; 2025Q4: 1,070 shares; 2026Q1: 1,360 shares 1,360 $445K 0.03% +290 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: not reported; 2026Q1: 13,510 shares 13,510 $443K 0.03% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,261 shares; 2025Q1: 2,617 shares; 2025Q2: 2,598 shares; 2025Q3: 2,974 shares; 2025Q4: 3,007 shares; 2026Q1: 3,762 shares 3,762 $442K 0.03% +755 Timeline IUSG 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: 2,842 shares 2,842 $441K 0.03% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 4,094 shares; 2025Q1: 4,487 shares; 2025Q2: 4,751 shares; 2025Q3: 4,862 shares; 2025Q4: 4,368 shares; 2026Q1: 4,024 shares 4,024 $439K 0.03% -344 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,743 shares; 2025Q3: 4,117 shares; 2025Q4: 4,328 shares; 2026Q1: 5,236 shares 5,236 $438K 0.03% +908 Timeline SEPI SCM TRUST More: the full row for SCM 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: 10,550 shares; 2026Q1: 17,457 shares 17,457 $437K 0.03% +6,907 Timeline DFAU 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: 7,319 shares; 2024Q4: 8,068 shares; 2025Q1: 8,545 shares; 2025Q2: 8,642 shares; 2025Q3: 8,728 shares; 2025Q4: 9,057 shares; 2026Q1: 9,655 shares 9,655 $436K 0.03% +598 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: 29,480 shares; 2024Q4: 25,658 shares; 2025Q1: 25,740 shares; 2025Q2: 43,299 shares; 2025Q3: 37,753 shares; 2025Q4: 20,021 shares; 2026Q1: 25,268 shares 25,268 $436K 0.03% +5,247 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: 96 shares; 2024Q4: 1,868 shares; 2025Q1: 1,875 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 4,395 shares 4,395 $429K 0.03% +2,062 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: not reported; 2025Q2: not reported; 2025Q3: 2,348 shares; 2025Q4: 2,558 shares; 2026Q1: 4,418 shares 4,418 $429K 0.03% +1,860 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,537 shares; 2024Q4: 14,206 shares; 2025Q1: 7,160 shares; 2025Q2: 7,160 shares; 2025Q3: 7,034 shares; 2025Q4: 7,021 shares; 2026Q1: 7,037 shares 7,037 $423K 0.03% +16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,310 shares; 2026Q1: 5,929 shares 5,929 $423K 0.03% -381 Timeline URTY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,300 shares; 2025Q4: 4,224 shares; 2026Q1: 8,165 shares 8,165 $421K 0.03% +3,941 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 2,748 shares 2,748 $420K 0.03% +1,250 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 664 shares; 2026Q1: 962 shares 962 $416K 0.03% +298 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,187 shares 8,187 $416K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 1,665 shares; 2026Q1: 3,308 shares 3,308 $415K 0.03% +1,643 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,036 shares; 2024Q4: 5,580 shares; 2025Q1: 5,490 shares; 2025Q2: 4,444 shares; 2025Q3: 4,567 shares; 2025Q4: 4,325 shares; 2026Q1: 5,093 shares 5,093 $414K 0.03% +768 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 4,165 shares; 2025Q1: 3,881 shares; 2025Q2: 3,751 shares; 2025Q3: 4,084 shares; 2025Q4: 4,864 shares; 2026Q1: 3,770 shares 3,770 $414K 0.03% -1,094 Timeline JMST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,077 shares 8,077 $412K 0.03% new Timeline