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: 687,248 shares; 2024Q4: 678,803 shares; 2025Q1: 639,697 shares; 2025Q2: 624,253 shares; 2025Q3: 594,844 shares; 2025Q4: 578,140 shares; 2026Q1: 574,692 shares 574,692 $50.5M 5.04% -3,448 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: 50,103 shares; 2024Q4: 50,421 shares; 2025Q1: 52,818 shares; 2025Q2: 51,384 shares; 2025Q3: 54,371 shares; 2025Q4: 55,904 shares; 2026Q1: 59,931 shares 59,931 $26.2M 2.61% +4,027 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: 251,412 shares; 2024Q4: 249,220 shares; 2025Q1: 233,815 shares; 2025Q2: 220,047 shares; 2025Q3: 209,630 shares; 2025Q4: 201,563 shares; 2026Q1: 175,685 shares 175,685 $26M 2.6% -25,878 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: 55,440 shares; 2024Q4: 56,959 shares; 2025Q1: 55,490 shares; 2025Q2: 31,755 shares; 2025Q3: 31,810 shares; 2025Q4: 31,975 shares; 2026Q1: 39,783 shares 39,783 $26M 2.59% +7,808 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: 529,134 shares; 2024Q4: 533,217 shares; 2025Q1: 515,183 shares; 2025Q2: 501,128 shares; 2025Q3: 494,482 shares; 2025Q4: 491,244 shares; 2026Q1: 471,986 shares 471,986 $24M 2.39% -19,258 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: 48,069 shares; 2024Q4: 47,432 shares; 2025Q1: 47,429 shares; 2025Q2: 47,141 shares; 2025Q3: 46,821 shares; 2025Q4: 47,241 shares; 2026Q1: 47,993 shares 47,993 $23M 2.29% +752 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: 257,912 shares; 2024Q4: 274,599 shares; 2025Q1: 277,467 shares; 2025Q2: 248,091 shares; 2025Q3: 228,322 shares; 2025Q4: 263,157 shares; 2026Q1: 249,666 shares 249,666 $22.9M 2.28% -13,491 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: 38,443 shares; 2024Q4: 42,046 shares; 2025Q1: 61,883 shares; 2025Q2: 77,496 shares; 2025Q3: 88,034 shares; 2025Q4: 128,741 shares; 2026Q1: 116,133 shares 116,133 $22.8M 2.27% -12,608 Timeline TFLO 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: 415,660 shares; 2024Q4: 403,397 shares; 2025Q1: 404,297 shares; 2025Q2: 369,351 shares; 2025Q3: 432,582 shares; 2025Q4: 446,163 shares; 2026Q1: 449,808 shares 449,808 $22.8M 2.27% +3,645 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: 239,934 shares; 2024Q4: 249,285 shares; 2025Q1: 286,580 shares; 2025Q2: 311,387 shares; 2025Q3: 404,818 shares; 2025Q4: 430,825 shares; 2026Q1: 369,576 shares 369,576 $21.5M 2.14% -61,249 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,623 shares; 2024Q4: 438,779 shares; 2025Q1: 421,511 shares; 2025Q2: 414,756 shares; 2025Q3: 415,957 shares; 2025Q4: 417,255 shares; 2026Q1: 414,431 shares 414,431 $19.5M 1.94% -2,824 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,900 shares; 2024Q4: 134,698 shares; 2025Q1: 134,190 shares; 2025Q2: 127,341 shares; 2025Q3: 121,847 shares; 2025Q4: 117,081 shares; 2026Q1: 124,398 shares 124,398 $17.7M 1.77% +7,317 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: 67,878 shares; 2024Q4: 75,855 shares; 2025Q1: 121,526 shares; 2025Q2: 226,793 shares; 2025Q3: 286,372 shares; 2025Q4: 382,916 shares; 2026Q1: 295,599 shares 295,599 $16M 1.59% -87,317 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,390 shares; 2024Q4: 297,708 shares; 2025Q1: 274,793 shares; 2025Q2: 261,635 shares; 2025Q3: 243,425 shares; 2025Q4: 236,880 shares; 2026Q1: 231,768 shares 231,768 $15.8M 1.58% -5,112 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,297 shares; 2024Q4: 86,765 shares; 2025Q1: 86,730 shares; 2025Q2: 91,106 shares; 2025Q3: 89,827 shares; 2025Q4: 90,075 shares; 2026Q1: 89,355 shares 89,355 $15.6M 1.55% -720 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: 102,788 shares; 2024Q4: 100,969 shares; 2025Q1: 92,222 shares; 2025Q2: 81,810 shares; 2025Q3: 77,915 shares; 2025Q4: 75,428 shares; 2026Q1: 73,227 shares 73,227 $12.4M 1.24% -2,201 Timeline CORO 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: 357,683 shares 357,683 $11.5M 1.15% new 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: 43,232 shares; 2024Q4: 42,435 shares; 2025Q1: 41,569 shares; 2025Q2: 40,705 shares; 2025Q3: 39,874 shares; 2025Q4: 38,730 shares; 2026Q1: 38,248 shares 38,248 $11.3M 1.12% -482 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: 44,763 shares; 2024Q4: 43,077 shares; 2025Q1: 44,357 shares; 2025Q2: 44,024 shares; 2025Q3: 45,478 shares; 2025Q4: 44,691 shares; 2026Q1: 43,319 shares 43,319 $11M 1.1% -1,372 Timeline BAI 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: 130,833 shares; 2025Q3: 268,183 shares; 2025Q4: 297,988 shares; 2026Q1: 316,823 shares 316,823 $10.4M 1.04% +18,835 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,374 shares; 2024Q4: 186,025 shares; 2025Q1: 172,317 shares; 2025Q2: 158,907 shares; 2025Q3: 151,529 shares; 2025Q4: 143,201 shares; 2026Q1: 139,768 shares 139,768 $10.1M 1.01% -3,433 Timeline FNDF 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: 42,381 shares; 2025Q2: 90,096 shares; 2025Q3: 85,026 shares; 2025Q4: 207,130 shares; 2026Q1: 204,727 shares 204,727 $10M 1% -2,403 Timeline SPTM 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: 153,600 shares; 2024Q4: 146,834 shares; 2025Q1: 136,312 shares; 2025Q2: 136,146 shares; 2025Q3: 131,186 shares; 2025Q4: 127,193 shares; 2026Q1: 126,650 shares 126,650 $10M 1% -543 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,617 shares; 2024Q4: 202,256 shares; 2025Q1: 192,789 shares; 2025Q2: 247,108 shares; 2025Q3: 300,583 shares; 2025Q4: 302,376 shares; 2026Q1: 246,293 shares 246,293 $9.9M 0.99% -56,083 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: 33,220 shares; 2024Q4: 32,965 shares; 2025Q1: 32,421 shares; 2025Q2: 32,539 shares; 2025Q3: 32,190 shares; 2025Q4: 31,032 shares; 2026Q1: 30,783 shares 30,783 $9.88M 0.99% -249 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,175 shares; 2025Q1: 18,899 shares; 2025Q2: 20,009 shares; 2025Q3: 22,212 shares; 2025Q4: 38,201 shares; 2026Q1: 40,113 shares 40,113 $9.63M 0.96% +1,912 Timeline BLCR 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: 214,494 shares 214,494 $8.81M 0.88% new 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: 52,055 shares; 2024Q4: 61,375 shares; 2025Q1: 62,063 shares; 2025Q2: 66,440 shares; 2025Q3: 79,567 shares; 2025Q4: 84,948 shares; 2026Q1: 91,454 shares 91,454 $8.68M 0.87% +6,506 Timeline XDEC 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: 235,047 shares; 2024Q4: 229,710 shares; 2025Q1: 226,379 shares; 2025Q2: 222,313 shares; 2025Q3: 214,755 shares; 2025Q4: 213,199 shares; 2026Q1: 215,059 shares 215,059 $8.67M 0.86% +1,860 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: 185,027 shares; 2025Q3: 206,666 shares; 2025Q4: 219,242 shares; 2026Q1: 232,674 shares 232,674 $8.43M 0.84% +13,432 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: 18,669 shares; 2024Q4: 24,469 shares; 2025Q1: 28,694 shares; 2025Q2: 33,773 shares; 2025Q3: 34,799 shares; 2025Q4: 31,242 shares; 2026Q1: 69,055 shares 69,055 $8.03M 0.8% +37,813 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: 4,116 shares; 2024Q4: 4,681 shares; 2025Q1: 53,678 shares; 2025Q2: 59,794 shares; 2025Q3: 73,239 shares; 2025Q4: 58,409 shares; 2026Q1: 76,420 shares 76,420 $7.7M 0.77% +18,011 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: 50,360 shares; 2024Q4: 45,953 shares; 2025Q1: 42,015 shares; 2025Q2: 39,231 shares; 2025Q3: 36,936 shares; 2025Q4: 35,972 shares; 2026Q1: 35,087 shares 35,087 $7.55M 0.75% -885 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: 20,185 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 20,061 shares; 2025Q3: 21,057 shares; 2025Q4: 20,317 shares; 2026Q1: 20,150 shares 20,150 $7.46M 0.74% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319,532 shares 319,532 $7.32M 0.73% new 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: 63,450 shares; 2025Q4: 70,630 shares; 2026Q1: 102,549 shares 102,549 $7.26M 0.72% +31,919 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: 28,718 shares; 2024Q4: 26,904 shares; 2025Q1: 25,036 shares; 2025Q2: 23,791 shares; 2025Q3: 22,087 shares; 2025Q4: 20,953 shares; 2026Q1: 19,944 shares 19,944 $7.13M 0.71% -1,009 Timeline ICSH 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: 140,119 shares 140,119 $7.09M 0.71% new 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: 12,360 shares; 2024Q4: 12,011 shares; 2025Q1: 12,213 shares; 2025Q2: 12,554 shares; 2025Q3: 12,477 shares; 2025Q4: 12,234 shares; 2026Q1: 22,501 shares 22,501 $6.8M 0.68% +10,267 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: 9,619 shares; 2024Q4: 9,300 shares; 2025Q1: 9,745 shares; 2025Q2: 10,789 shares; 2025Q3: 11,239 shares; 2025Q4: 10,990 shares; 2026Q1: 21,190 shares 21,190 $6.56M 0.65% +10,200 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: 106,488 shares; 2024Q4: 101,451 shares; 2025Q1: 95,440 shares; 2025Q2: 90,005 shares; 2025Q3: 85,225 shares; 2025Q4: 81,533 shares; 2026Q1: 78,733 shares 78,733 $6.27M 0.63% -2,800 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: 268,841 shares; 2024Q4: 265,508 shares; 2025Q1: 238,246 shares; 2025Q2: 222,644 shares; 2025Q3: 205,610 shares; 2025Q4: 196,241 shares; 2026Q1: 183,101 shares 183,101 $6.14M 0.61% -13,140 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: 17,779 shares; 2024Q4: 17,265 shares; 2025Q1: 18,394 shares; 2025Q2: 19,361 shares; 2025Q3: 20,383 shares; 2025Q4: 20,878 shares; 2026Q1: 21,297 shares 21,297 $6.12M 0.61% +419 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: 24,324 shares; 2024Q4: 23,819 shares; 2025Q1: 30,765 shares; 2025Q2: 32,456 shares; 2025Q3: 33,761 shares; 2025Q4: 31,701 shares; 2026Q1: 28,638 shares 28,638 $5.96M 0.59% -3,063 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 94,819 shares; 2025Q3: 104,248 shares; 2025Q4: 104,487 shares; 2026Q1: 117,853 shares 117,853 $5.66M 0.56% +13,366 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,039 shares; 2024Q4: 34,016 shares; 2025Q1: 31,306 shares; 2025Q2: 29,332 shares; 2025Q3: 27,583 shares; 2025Q4: 26,693 shares; 2026Q1: 25,480 shares 25,480 $5.58M 0.56% -1,213 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: 43,364 shares; 2024Q4: 42,758 shares; 2025Q1: 43,668 shares; 2025Q2: 43,609 shares; 2025Q3: 43,412 shares; 2025Q4: 44,110 shares; 2026Q1: 44,526 shares 44,526 $5.53M 0.55% +416 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: 45,444 shares; 2024Q4: 53,424 shares; 2025Q1: 66,716 shares; 2025Q2: 74,227 shares; 2025Q3: 91,171 shares; 2025Q4: 99,393 shares; 2026Q1: 105,521 shares 105,521 $5.48M 0.55% +6,128 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: 58,919 shares; 2024Q4: 57,057 shares; 2025Q1: 53,065 shares; 2025Q2: 50,345 shares; 2025Q3: 47,611 shares; 2025Q4: 45,238 shares; 2026Q1: 42,807 shares 42,807 $5.42M 0.54% -2,431 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: 50,999 shares; 2024Q4: 54,250 shares; 2025Q1: 63,505 shares; 2025Q2: 68,559 shares; 2025Q3: 66,968 shares; 2025Q4: 28,025 shares; 2026Q1: 28,135 shares 28,135 $5.4M 0.54% +110 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: 34,525 shares; 2024Q4: 34,143 shares; 2025Q1: 32,404 shares; 2025Q2: 31,090 shares; 2025Q3: 29,864 shares; 2025Q4: 28,508 shares; 2026Q1: 27,608 shares 27,608 $5.36M 0.53% -900 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,093 shares 99,093 $4.99M 0.5% new Timeline GBIL 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: 23,660 shares; 2024Q4: 21,294 shares; 2025Q1: 19,897 shares; 2025Q2: 19,350 shares; 2025Q3: 17,202 shares; 2025Q4: 12,476 shares; 2026Q1: 48,730 shares 48,730 $4.88M 0.49% +36,254 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: 145,378 shares; 2024Q4: 143,191 shares; 2025Q1: 135,688 shares; 2025Q2: 127,621 shares; 2025Q3: 119,776 shares; 2025Q4: 114,490 shares; 2026Q1: 110,052 shares 110,052 $4.8M 0.48% -4,438 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: 37,537 shares; 2024Q4: 34,779 shares; 2025Q1: 31,459 shares; 2025Q2: 29,547 shares; 2025Q3: 27,839 shares; 2025Q4: 26,883 shares; 2026Q1: 26,009 shares 26,009 $4.74M 0.47% -874 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: 6,488 shares; 2025Q1: 6,037 shares; 2025Q2: 5,672 shares; 2025Q3: 5,348 shares; 2025Q4: 5,157 shares; 2026Q1: 4,921 shares 4,921 $4.73M 0.47% -236 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: 27,775 shares; 2024Q4: 27,132 shares; 2025Q1: 25,455 shares; 2025Q2: 23,963 shares; 2025Q3: 22,477 shares; 2025Q4: 21,569 shares; 2026Q1: 20,491 shares 20,491 $4.71M 0.47% -1,078 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: 47,126 shares; 2024Q4: 46,644 shares; 2025Q1: 43,934 shares; 2025Q2: 41,566 shares; 2025Q3: 39,237 shares; 2025Q4: 37,659 shares; 2026Q1: 35,880 shares 35,880 $4.7M 0.47% -1,779 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: 13,717 shares; 2024Q4: 13,121 shares; 2025Q1: 12,403 shares; 2025Q2: 13,349 shares; 2025Q3: 13,523 shares; 2025Q4: 13,199 shares; 2026Q1: 16,168 shares 16,168 $4.64M 0.46% +2,969 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: 5,875 shares; 2024Q4: 5,791 shares; 2025Q1: 5,581 shares; 2025Q2: 5,508 shares; 2025Q3: 5,493 shares; 2025Q4: 5,429 shares; 2026Q1: 5,300 shares 5,300 $4.59M 0.46% -129 Timeline BALT 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: 17,886 shares; 2025Q1: 74,843 shares; 2025Q2: 109,725 shares; 2025Q3: 117,694 shares; 2025Q4: 134,822 shares; 2026Q1: 134,721 shares 134,721 $4.51M 0.45% -101 Timeline DON 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: 135,528 shares; 2024Q4: 125,085 shares; 2025Q1: 111,660 shares; 2025Q2: 104,718 shares; 2025Q3: 91,112 shares; 2025Q4: 86,976 shares; 2026Q1: 84,993 shares 84,993 $4.47M 0.45% -1,983 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: 25,073 shares; 2024Q4: 25,647 shares; 2025Q1: 27,381 shares; 2025Q2: 28,412 shares; 2025Q3: 29,744 shares; 2025Q4: 32,961 shares; 2026Q1: 42,094 shares 42,094 $4.24M 0.42% +9,133 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: 72,161 shares; 2024Q4: 71,695 shares; 2025Q1: 67,609 shares; 2025Q2: 63,718 shares; 2025Q3: 59,371 shares; 2025Q4: 57,014 shares; 2026Q1: 54,835 shares 54,835 $4.17M 0.42% -2,179 Timeline SFLR 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: 75,776 shares; 2025Q2: 96,479 shares; 2025Q3: 116,946 shares; 2025Q4: 117,631 shares; 2026Q1: 117,049 shares 117,049 $4.14M 0.41% -582 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: 21,651 shares; 2024Q4: 20,615 shares; 2025Q1: 20,072 shares; 2025Q2: 18,017 shares; 2025Q3: 17,594 shares; 2025Q4: 16,807 shares; 2026Q1: 16,556 shares 16,556 $4.05M 0.4% -251 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: not reported; 2024Q4: 30,173 shares; 2025Q1: 63,308 shares; 2025Q2: 63,734 shares; 2025Q3: 99,354 shares; 2025Q4: 101,297 shares; 2026Q1: 44,755 shares 44,755 $3.95M 0.39% -56,542 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: 50,551 shares; 2024Q4: 50,377 shares; 2025Q1: 50,678 shares; 2025Q2: 45,933 shares; 2025Q3: 46,363 shares; 2025Q4: 46,363 shares; 2026Q1: 49,260 shares 49,260 $3.77M 0.38% +2,897 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: 138,986 shares; 2024Q4: 134,163 shares; 2025Q1: 115,316 shares; 2025Q2: 115,101 shares; 2025Q3: 87,919 shares; 2025Q4: 79,573 shares; 2026Q1: 74,728 shares 74,728 $3.76M 0.38% -4,845 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: 6,240 shares; 2024Q4: 6,127 shares; 2025Q1: 6,275 shares; 2025Q2: 6,725 shares; 2025Q3: 6,938 shares; 2025Q4: 6,560 shares; 2026Q1: 6,563 shares 6,563 $3.76M 0.37% +3 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: 28,362 shares; 2024Q4: 27,239 shares; 2025Q1: 25,864 shares; 2025Q2: 25,227 shares; 2025Q3: 25,500 shares; 2025Q4: 24,274 shares; 2026Q1: 25,240 shares 25,240 $3.71M 0.37% +966 Timeline DFEB 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: 114,510 shares; 2024Q4: 108,076 shares; 2025Q1: 100,197 shares; 2025Q2: 94,281 shares; 2025Q3: 86,574 shares; 2025Q4: 82,274 shares; 2026Q1: 76,934 shares 76,934 $3.64M 0.36% -5,340 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,363 shares; 2025Q3: 2,249 shares; 2025Q4: 2,194 shares; 2026Q1: 26,771 shares 26,771 $3.63M 0.36% +24,577 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: 8,825 shares; 2024Q4: 8,792 shares; 2025Q1: 7,907 shares; 2025Q2: 7,255 shares; 2025Q3: 6,408 shares; 2025Q4: 6,162 shares; 2026Q1: 5,787 shares 5,787 $3.5M 0.35% -375 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: 32,825 shares; 2024Q4: 34,835 shares; 2025Q1: 30,625 shares; 2025Q2: 30,486 shares; 2025Q3: 29,841 shares; 2025Q4: 59,652 shares; 2026Q1: 56,415 shares 56,415 $3.46M 0.34% -3,237 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: 18,860 shares; 2024Q4: 18,404 shares; 2025Q1: 16,730 shares; 2025Q2: 16,288 shares; 2025Q3: 14,862 shares; 2025Q4: 12,864 shares; 2026Q1: 11,804 shares 11,804 $3.43M 0.34% -1,060 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: 57,557 shares; 2024Q4: 56,568 shares; 2025Q1: 53,909 shares; 2025Q2: 53,775 shares; 2025Q3: 53,895 shares; 2025Q4: 53,347 shares; 2026Q1: 53,176 shares 53,176 $3.41M 0.34% -171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,151 shares 10,151 $3.31M 0.33% new 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: 75,307 shares; 2024Q4: 74,562 shares; 2025Q1: 70,102 shares; 2025Q2: 65,641 shares; 2025Q3: 61,568 shares; 2025Q4: 57,769 shares; 2026Q1: 53,853 shares 53,853 $3.29M 0.33% -3,916 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: 11,600 shares; 2024Q4: 11,413 shares; 2025Q1: 10,880 shares; 2025Q2: 10,379 shares; 2025Q3: 9,695 shares; 2025Q4: 9,449 shares; 2026Q1: 9,078 shares 9,078 $3.19M 0.32% -371 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: 32,860 shares; 2024Q4: 32,750 shares; 2025Q1: 31,351 shares; 2025Q2: 29,748 shares; 2025Q3: 27,551 shares; 2025Q4: 26,235 shares; 2026Q1: 24,421 shares 24,421 $3.14M 0.31% -1,814 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: 53,886 shares; 2026Q1: 55,188 shares 55,188 $3.14M 0.31% +1,302 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: 21,849 shares; 2024Q4: 21,630 shares; 2025Q1: 20,648 shares; 2025Q2: 20,564 shares; 2025Q3: 20,449 shares; 2025Q4: 20,253 shares; 2026Q1: 20,498 shares 20,498 $3.13M 0.31% +245 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: 235,868 shares; 2024Q4: 215,324 shares; 2025Q1: 72,496 shares; 2025Q2: 57,607 shares; 2025Q3: 54,580 shares; 2025Q4: 48,677 shares; 2026Q1: 59,810 shares 59,810 $3.05M 0.3% +11,133 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: 33,208 shares; 2024Q4: 32,434 shares; 2025Q1: 32,295 shares; 2025Q2: 32,240 shares; 2025Q3: 32,346 shares; 2025Q4: 32,191 shares; 2026Q1: 32,296 shares 32,296 $3.04M 0.3% +105 Timeline DJAN 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: 93,964 shares; 2024Q4: 86,852 shares; 2025Q1: 82,520 shares; 2025Q2: 75,906 shares; 2025Q3: 71,467 shares; 2025Q4: 67,981 shares; 2026Q1: 68,730 shares 68,730 $2.92M 0.29% +749 Timeline CSHP 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: 28,814 shares 28,814 $2.87M 0.29% new Timeline UCON 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: 219,467 shares; 2024Q4: 206,216 shares; 2025Q1: 242,616 shares; 2025Q2: 219,131 shares; 2025Q3: 189,292 shares; 2025Q4: 174,153 shares; 2026Q1: 113,083 shares 113,083 $2.8M 0.28% -61,070 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: 9,035 shares; 2024Q4: 8,444 shares; 2025Q1: 9,282 shares; 2025Q2: 8,844 shares; 2025Q3: 8,206 shares; 2025Q4: 7,937 shares; 2026Q1: 7,795 shares 7,795 $2.78M 0.28% -142 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: 167,262 shares; 2024Q4: 157,234 shares; 2025Q1: 146,523 shares; 2025Q2: 133,120 shares; 2025Q3: 113,766 shares; 2025Q4: 106,386 shares; 2026Q1: 98,831 shares 98,831 $2.78M 0.28% -7,555 Timeline EPS 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: 51,603 shares; 2024Q4: 49,133 shares; 2025Q1: 45,993 shares; 2025Q2: 45,957 shares; 2025Q3: 38,866 shares; 2025Q4: 38,545 shares; 2026Q1: 37,958 shares 37,958 $2.59M 0.26% -587 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 7,186 shares; 2025Q2: 7,495 shares; 2025Q3: 7,461 shares; 2025Q4: 7,350 shares; 2026Q1: 7,514 shares 7,514 $2.58M 0.26% +164 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: 7,292 shares; 2024Q4: 7,193 shares; 2025Q1: 6,923 shares; 2025Q2: 7,029 shares; 2025Q3: 7,317 shares; 2025Q4: 7,407 shares; 2026Q1: 7,594 shares 7,594 $2.57M 0.26% +187 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,723 shares; 2024Q4: 7,702 shares; 2025Q1: 7,802 shares; 2025Q2: 7,612 shares; 2025Q3: 7,603 shares; 2025Q4: 7,736 shares; 2026Q1: 7,845 shares 7,845 $2.5M 0.25% +109 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,532 shares; 2024Q4: 37,927 shares; 2025Q1: 35,625 shares; 2025Q2: 33,072 shares; 2025Q3: 30,869 shares; 2025Q4: 28,364 shares; 2026Q1: 26,917 shares 26,917 $2.41M 0.24% -1,447 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: 15,157 shares; 2024Q4: 14,932 shares; 2025Q1: 14,363 shares; 2025Q2: 14,235 shares; 2025Q3: 14,184 shares; 2025Q4: 14,518 shares; 2026Q1: 14,527 shares 14,527 $2.4M 0.24% +9 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,350 shares; 2024Q4: 106,281 shares; 2025Q1: 109,832 shares; 2025Q2: 137,120 shares; 2025Q3: 147,037 shares; 2025Q4: 117,112 shares; 2026Q1: 122,235 shares 122,235 $2.39M 0.24% +5,123 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: 54,252 shares; 2024Q4: 53,286 shares; 2025Q1: 53,238 shares; 2025Q2: 49,476 shares; 2025Q3: 49,512 shares; 2025Q4: 50,101 shares; 2026Q1: 48,944 shares 48,944 $2.39M 0.24% -1,157 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: 17,212 shares; 2024Q4: 16,290 shares; 2025Q1: 14,929 shares; 2025Q2: 13,171 shares; 2025Q3: 11,460 shares; 2025Q4: 11,160 shares; 2026Q1: 11,256 shares 11,256 $2.33M 0.23% +96 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: 17,743 shares; 2024Q4: 17,663 shares; 2025Q1: 17,613 shares; 2025Q2: 16,925 shares; 2025Q3: 28,555 shares; 2025Q4: 25,136 shares; 2026Q1: 25,765 shares 25,765 $2.33M 0.23% +629 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: 48,801 shares; 2024Q4: 46,479 shares; 2025Q1: 37,508 shares; 2025Q2: 36,446 shares; 2025Q3: 35,351 shares; 2025Q4: 32,832 shares; 2026Q1: 29,820 shares 29,820 $2.31M 0.23% -3,012 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 7,158 shares; 2025Q1: 7,168 shares; 2025Q2: 7,194 shares; 2025Q3: 7,191 shares; 2025Q4: 7,186 shares; 2026Q1: 7,156 shares 7,156 $2.31M 0.23% -30 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: 47,321 shares; 2024Q4: 47,344 shares; 2025Q1: 42,875 shares; 2025Q2: 48,786 shares; 2025Q3: 48,310 shares; 2025Q4: 48,428 shares; 2026Q1: 46,780 shares 46,780 $2.31M 0.23% -1,648 Timeline DES 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: 97,714 shares; 2024Q4: 91,597 shares; 2025Q1: 80,612 shares; 2025Q2: 75,013 shares; 2025Q3: 68,235 shares; 2025Q4: 66,584 shares; 2026Q1: 64,234 shares 64,234 $2.31M 0.23% -2,350 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: 11,017 shares; 2024Q4: 10,993 shares; 2025Q1: 10,237 shares; 2025Q2: 10,377 shares; 2025Q3: 10,504 shares; 2025Q4: 10,611 shares; 2026Q1: 10,614 shares 10,614 $2.31M 0.23% +3 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,784 shares; 2024Q4: 48,450 shares; 2025Q1: 55,009 shares; 2025Q2: 54,880 shares; 2025Q3: 60,878 shares; 2025Q4: 69,523 shares; 2026Q1: 89,849 shares 89,849 $2.3M 0.23% +20,326 Timeline BIDD 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: 853,661 shares; 2025Q1: 822,236 shares; 2025Q2: 944,208 shares; 2025Q3: 723,090 shares; 2025Q4: 77,631 shares; 2026Q1: 77,313 shares 77,313 $2.2M 0.22% -318 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: 161,244 shares; 2024Q4: 152,241 shares; 2025Q1: 142,822 shares; 2025Q2: 133,431 shares; 2025Q3: 122,877 shares; 2025Q4: 124,341 shares; 2026Q1: 42,162 shares 42,162 $2.12M 0.21% -82,179 Timeline ESGU 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: 15,453 shares; 2024Q4: 15,451 shares; 2025Q1: 15,378 shares; 2025Q2: 15,337 shares; 2025Q3: 14,588 shares; 2025Q4: 14,627 shares; 2026Q1: 14,821 shares 14,821 $2.1M 0.21% +194 Timeline DDEC 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: 52,780 shares; 2024Q4: 133,910 shares; 2025Q1: 135,449 shares; 2025Q2: 123,643 shares; 2025Q3: 106,760 shares; 2025Q4: 102,150 shares; 2026Q1: 46,866 shares 46,866 $2.08M 0.21% -55,284 Timeline OEF 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: 5,978 shares; 2024Q4: 6,152 shares; 2025Q1: 7,634 shares; 2025Q2: 6,885 shares; 2025Q3: 6,968 shares; 2025Q4: 6,525 shares; 2026Q1: 6,506 shares 6,506 $2.07M 0.21% -19 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,259 shares; 2024Q4: 17,027 shares; 2025Q1: 17,693 shares; 2025Q2: 17,443 shares; 2025Q3: 17,440 shares; 2025Q4: 17,159 shares; 2026Q1: 17,324 shares 17,324 $2.06M 0.2% +165 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: 6,910 shares; 2024Q4: 6,792 shares; 2025Q1: 6,767 shares; 2025Q2: 6,737 shares; 2025Q3: 6,746 shares; 2025Q4: 6,677 shares; 2026Q1: 6,783 shares 6,783 $2.05M 0.2% +106 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,827 shares; 2024Q4: 133,716 shares; 2025Q1: 130,516 shares; 2025Q2: 123,016 shares; 2025Q3: 121,099 shares; 2025Q4: 111,119 shares; 2026Q1: 107,128 shares 107,128 $2.04M 0.2% -3,991 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: 93,929 shares; 2024Q4: 93,027 shares; 2025Q1: 86,603 shares; 2025Q2: 82,028 shares; 2025Q3: 76,667 shares; 2025Q4: 72,762 shares; 2026Q1: 30,124 shares 30,124 $1.99M 0.2% -42,638 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,183 shares; 2024Q4: 36,064 shares; 2025Q1: 31,453 shares; 2025Q2: 24,328 shares; 2025Q3: 16,720 shares; 2025Q4: 17,795 shares; 2026Q1: 17,782 shares 17,782 $1.96M 0.2% -13 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 19,291 shares; 2025Q1: 19,110 shares; 2025Q2: 17,516 shares; 2025Q3: 17,465 shares; 2025Q4: 17,487 shares; 2026Q1: 17,336 shares 17,336 $1.93M 0.19% -151 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: 25,764 shares; 2024Q4: 25,532 shares; 2025Q1: 23,977 shares; 2025Q2: 22,691 shares; 2025Q3: 21,206 shares; 2025Q4: 19,851 shares; 2026Q1: 18,223 shares 18,223 $1.93M 0.19% -1,628 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: 4,272 shares; 2024Q4: 3,651 shares; 2025Q1: 3,537 shares; 2025Q2: 3,630 shares; 2025Q3: 3,722 shares; 2025Q4: 3,714 shares; 2026Q1: 3,835 shares 3,835 $1.92M 0.19% +121 Timeline IWV 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: 5,478 shares; 2024Q4: 5,465 shares; 2025Q1: 5,313 shares; 2025Q2: 5,290 shares; 2025Q3: 5,223 shares; 2025Q4: 5,186 shares; 2026Q1: 5,149 shares 5,149 $1.91M 0.19% -37 Timeline BALI 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: 47,769 shares; 2025Q1: 44,091 shares; 2025Q2: 59,402 shares; 2025Q3: 59,118 shares; 2025Q4: 60,852 shares; 2026Q1: 61,281 shares 61,281 $1.89M 0.19% +429 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: 5,340 shares; 2024Q4: 5,194 shares; 2025Q1: 4,467 shares; 2025Q2: 4,445 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,427 shares 4,427 $1.89M 0.19% +12 Timeline IBDT 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: 30,508 shares; 2024Q4: 39,020 shares; 2025Q1: 41,929 shares; 2025Q2: 55,838 shares; 2025Q3: 68,738 shares; 2025Q4: 74,956 shares; 2026Q1: 74,270 shares 74,270 $1.88M 0.19% -686 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: 12,767 shares; 2024Q4: 12,623 shares; 2025Q1: 11,695 shares; 2025Q2: 11,455 shares; 2025Q3: 11,957 shares; 2025Q4: 11,857 shares; 2026Q1: 12,073 shares 12,073 $1.87M 0.19% +216 Timeline IBDS 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: 34,973 shares; 2024Q4: 48,646 shares; 2025Q1: 50,071 shares; 2025Q2: 57,802 shares; 2025Q3: 71,301 shares; 2025Q4: 77,819 shares; 2026Q1: 76,871 shares 76,871 $1.86M 0.19% -948 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: 41,631 shares; 2024Q4: 42,767 shares; 2025Q1: 45,775 shares; 2025Q2: 44,436 shares; 2025Q3: 10,219 shares; 2025Q4: 11,776 shares; 2026Q1: 10,079 shares 10,079 $1.83M 0.18% -1,697 Timeline IBDR 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: 32,539 shares; 2024Q4: 48,275 shares; 2025Q1: 48,445 shares; 2025Q2: 53,582 shares; 2025Q3: 70,755 shares; 2025Q4: 77,308 shares; 2026Q1: 74,740 shares 74,740 $1.81M 0.18% -2,568 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,269 shares; 2024Q4: 29,269 shares; 2025Q1: 29,269 shares; 2025Q2: 29,269 shares; 2025Q3: 29,269 shares; 2025Q4: 29,269 shares; 2026Q1: 29,269 shares 29,269 $1.81M 0.18% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,538 shares; 2024Q4: 9,413 shares; 2025Q1: 9,732 shares; 2025Q2: 9,111 shares; 2025Q3: 9,281 shares; 2025Q4: 9,220 shares; 2026Q1: 9,349 shares 9,349 $1.8M 0.18% +129 Timeline IBDU 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: 33,900 shares; 2024Q4: 42,844 shares; 2025Q1: 44,509 shares; 2025Q2: 52,475 shares; 2025Q3: 66,899 shares; 2025Q4: 73,901 shares; 2026Q1: 76,249 shares 76,249 $1.77M 0.18% +2,348 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: 36,293 shares; 2024Q4: 45,872 shares; 2025Q1: 48,395 shares; 2025Q2: 56,969 shares; 2025Q3: 71,777 shares; 2025Q4: 79,301 shares; 2026Q1: 80,196 shares 80,196 $1.76M 0.18% +895 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 19,689 shares; 2025Q1: 18,341 shares; 2025Q2: 18,355 shares; 2025Q3: 18,311 shares; 2025Q4: 16,046 shares; 2026Q1: 15,947 shares 15,947 $1.7M 0.17% -99 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: 40,374 shares; 2024Q4: 47,649 shares; 2025Q1: 41,062 shares; 2025Q2: 42,197 shares; 2025Q3: 42,354 shares; 2025Q4: 42,354 shares; 2026Q1: 42,354 shares 42,354 $1.68M 0.17% 0 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: 7,361 shares; 2024Q4: 6,972 shares; 2025Q1: 6,784 shares; 2025Q2: 6,798 shares; 2025Q3: 6,741 shares; 2025Q4: 6,316 shares; 2026Q1: 5,740 shares 5,740 $1.67M 0.17% -576 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: 5,178 shares; 2024Q4: 5,131 shares; 2025Q1: 5,162 shares; 2025Q2: 5,198 shares; 2025Q3: 5,549 shares; 2025Q4: 5,433 shares; 2026Q1: 5,068 shares 5,068 $1.67M 0.17% -365 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: 9,404 shares; 2024Q4: 9,061 shares; 2025Q1: 7,915 shares; 2025Q2: 7,842 shares; 2025Q3: 7,798 shares; 2025Q4: 7,798 shares; 2026Q1: 7,798 shares 7,798 $1.67M 0.17% 0 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: 23,169 shares; 2024Q4: 21,611 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,371 shares; 2025Q4: 10,249 shares; 2026Q1: 7,894 shares 7,894 $1.6M 0.16% -2,355 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: 13,461 shares; 2025Q1: 11,804 shares; 2025Q2: 12,119 shares; 2025Q3: 12,150 shares; 2025Q4: 12,223 shares; 2026Q1: 12,975 shares 12,975 $1.59M 0.16% +752 Timeline IBDW 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: 26,563 shares; 2024Q4: 36,814 shares; 2025Q1: 41,582 shares; 2025Q2: 47,857 shares; 2025Q3: 63,462 shares; 2025Q4: 71,239 shares; 2026Q1: 74,055 shares 74,055 $1.55M 0.15% +2,816 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,113 shares; 2025Q2: 75,825 shares; 2025Q3: 93,081 shares; 2025Q4: 77,328 shares; 2026Q1: 78,953 shares 78,953 $1.55M 0.15% +1,625 Timeline FTCS 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: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 16,650 shares 16,650 $1.54M 0.15% 0 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: 24,218 shares; 2024Q4: 20,190 shares; 2025Q1: 11,187 shares; 2025Q2: 11,379 shares; 2025Q3: 11,021 shares; 2025Q4: 11,174 shares; 2026Q1: 11,407 shares 11,407 $1.51M 0.15% +233 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,150 shares; 2025Q1: 7,097 shares; 2025Q2: 7,169 shares; 2025Q3: 7,098 shares; 2025Q4: 6,215 shares; 2026Q1: 6,065 shares 6,065 $1.5M 0.15% -150 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,387 shares; 2025Q4: 13,990 shares; 2026Q1: 15,024 shares 15,024 $1.49M 0.15% +1,034 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: 5,517 shares; 2024Q4: 5,517 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,056 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $1.42M 0.14% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,693 shares; 2025Q1: 2,173 shares; 2025Q2: 3,110 shares; 2025Q3: 3,860 shares; 2025Q4: 3,942 shares; 2026Q1: 3,780 shares 3,780 $1.41M 0.14% -162 Timeline DEM 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: 51,645 shares; 2024Q4: 47,565 shares; 2025Q1: 40,028 shares; 2025Q2: 35,212 shares; 2025Q3: 30,559 shares; 2025Q4: 28,520 shares; 2026Q1: 27,935 shares 27,935 $1.39M 0.14% -585 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,062 shares; 2024Q4: 35,496 shares; 2025Q1: 31,179 shares; 2025Q2: 30,928 shares; 2025Q3: 29,294 shares; 2025Q4: 26,659 shares; 2026Q1: 26,659 shares 26,659 $1.38M 0.14% 0 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND 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: 75,876 shares; 2025Q4: 75,917 shares; 2026Q1: 75,991 shares 75,991 $1.37M 0.14% +74 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: 6,177 shares; 2025Q1: 15,856 shares; 2025Q2: 15,478 shares; 2025Q3: 14,959 shares; 2025Q4: 13,994 shares; 2026Q1: 13,994 shares 13,994 $1.36M 0.14% 0 Timeline IBDX 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: 14,452 shares; 2024Q4: 22,923 shares; 2025Q1: 25,354 shares; 2025Q2: 30,280 shares; 2025Q3: 43,516 shares; 2025Q4: 50,325 shares; 2026Q1: 53,380 shares 53,380 $1.35M 0.13% +3,055 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 67,076 shares; 2026Q1: 64,762 shares 64,762 $1.32M 0.13% -2,314 Timeline RPG 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: 25,757 shares; 2025Q2: 27,657 shares; 2025Q3: 27,564 shares; 2025Q4: 27,439 shares; 2026Q1: 27,984 shares 27,984 $1.31M 0.13% +545 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: 7,395 shares; 2024Q4: 7,396 shares; 2025Q1: 5,233 shares; 2025Q2: 4,766 shares; 2025Q3: 4,739 shares; 2025Q4: 4,740 shares; 2026Q1: 4,741 shares 4,741 $1.24M 0.12% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,732 shares; 2024Q4: 28,059 shares; 2025Q1: 27,463 shares; 2025Q2: 25,616 shares; 2025Q3: 24,617 shares; 2025Q4: 23,148 shares; 2026Q1: 12,282 shares 12,282 $1.21M 0.12% -10,866 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: 23,911 shares; 2024Q4: 22,723 shares; 2025Q1: 22,455 shares; 2025Q2: 22,324 shares; 2025Q3: 22,219 shares; 2025Q4: 19,586 shares; 2026Q1: 14,392 shares 14,392 $1.2M 0.12% -5,194 Timeline DLN 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: 20,622 shares; 2024Q4: 19,297 shares; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 13,075 shares; 2026Q1: 13,131 shares 13,131 $1.17M 0.12% +56 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: 323 shares; 2024Q4: 308 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 289 shares; 2026Q1: 278 shares 278 $1.17M 0.12% -11 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: 5,425 shares; 2024Q4: 5,241 shares; 2025Q1: 5,307 shares; 2025Q2: 4,889 shares; 2025Q3: 5,013 shares; 2025Q4: 5,545 shares; 2026Q1: 5,235 shares 5,235 $1.11M 0.11% -310 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,354 shares; 2024Q4: 104,617 shares; 2025Q1: 93,134 shares; 2025Q2: 77,718 shares; 2025Q3: 75,873 shares; 2025Q4: 67,974 shares; 2026Q1: 62,145 shares 62,145 $1.1M 0.11% -5,829 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: 9,081 shares; 2024Q4: 9,305 shares; 2025Q1: 9,399 shares; 2025Q2: 9,269 shares; 2025Q3: 8,601 shares; 2025Q4: 7,670 shares; 2026Q1: 7,591 shares 7,591 $1.1M 0.11% -79 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: 15,728 shares; 2024Q4: 13,016 shares; 2025Q1: 14,249 shares; 2025Q2: 14,612 shares; 2025Q3: 14,459 shares; 2025Q4: 13,002 shares; 2026Q1: 12,203 shares 12,203 $1.06M 0.11% -799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,371 shares 11,371 $1.06M 0.11% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,431 shares; 2025Q1: 4,966 shares; 2025Q2: 5,289 shares; 2025Q3: 5,101 shares; 2025Q4: 5,305 shares; 2026Q1: 4,864 shares 4,864 $1.04M 0.1% -441 Timeline IGM 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: 3,704 shares; 2024Q4: 3,650 shares; 2025Q1: 9,288 shares; 2025Q2: 9,094 shares; 2025Q3: 8,705 shares; 2025Q4: 8,683 shares; 2026Q1: 8,670 shares 8,670 $1.03M 0.1% -13 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: 9,420 shares; 2024Q4: 9,006 shares; 2025Q1: 10,590 shares; 2025Q2: 9,421 shares; 2025Q3: 9,497 shares; 2025Q4: 9,362 shares; 2026Q1: 8,953 shares 8,953 $1.01M 0.1% -409 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: 137,144 shares; 2024Q4: 57,718 shares; 2025Q1: 53,296 shares; 2025Q2: 54,456 shares; 2025Q3: 52,945 shares; 2025Q4: 31,717 shares; 2026Q1: 34,562 shares 34,562 $992K 0.1% +2,845 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 7,617 shares; 2025Q1: 7,204 shares; 2025Q2: 7,358 shares; 2025Q3: 7,235 shares; 2025Q4: 6,332 shares; 2026Q1: 6,854 shares 6,854 $991K 0.1% +522 Timeline CLOA 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: 28,088 shares; 2024Q4: 19,278 shares; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 5,840 shares; 2025Q4: 18,207 shares; 2026Q1: 18,905 shares 18,905 $980K 0.1% +698 Timeline QFLR 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: 18,914 shares; 2025Q2: 25,251 shares; 2025Q3: 27,440 shares; 2025Q4: 27,860 shares; 2026Q1: 29,322 shares 29,322 $976K 0.1% +1,462 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,347 shares; 2024Q4: 100,941 shares; 2025Q1: 85,303 shares; 2025Q2: 12,459 shares; 2025Q3: 12,163 shares; 2025Q4: 12,048 shares; 2026Q1: 12,048 shares 12,048 $948K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,447 shares; 2026Q1: 1,562 shares 1,562 $934K 0.09% +115 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: 872 shares; 2024Q4: 846 shares; 2025Q1: 847 shares; 2025Q2: 900 shares; 2025Q3: 912 shares; 2025Q4: 8,725 shares; 2026Q1: 9,557 shares 9,557 $919K 0.09% +832 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,057 shares; 2024Q4: 15,681 shares; 2025Q1: 14,943 shares; 2025Q2: 14,911 shares; 2025Q3: 14,873 shares; 2025Q4: 13,479 shares; 2026Q1: 13,429 shares 13,429 $912K 0.09% -50 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: 1,498 shares; 2024Q4: 2,464 shares; 2025Q1: 3,759 shares; 2025Q2: 3,842 shares; 2025Q3: 3,773 shares; 2025Q4: 3,974 shares; 2026Q1: 3,960 shares 3,960 $895K 0.09% -14 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: 36,740 shares; 2024Q4: 36,240 shares; 2025Q1: 36,201 shares; 2025Q2: 36,019 shares; 2025Q3: 35,870 shares; 2025Q4: 35,495 shares; 2026Q1: 36,245 shares 36,245 $884K 0.09% +750 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: 1,370 shares; 2024Q4: 1,410 shares; 2025Q1: 1,295 shares; 2025Q2: 1,345 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,359 shares 1,359 $884K 0.09% +4 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,259 shares; 2024Q4: 41,791 shares; 2025Q1: 27,360 shares; 2025Q2: 24,581 shares; 2025Q3: 19,117 shares; 2025Q4: 18,502 shares; 2026Q1: 17,465 shares 17,465 $879K 0.09% -1,037 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: 7,085 shares; 2024Q4: 6,951 shares; 2025Q1: 5,962 shares; 2025Q2: 5,709 shares; 2025Q3: 5,606 shares; 2025Q4: 5,411 shares; 2026Q1: 5,222 shares 5,222 $859K 0.09% -189 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: 858 shares; 2024Q4: 853 shares; 2025Q1: 818 shares; 2025Q2: 905 shares; 2025Q3: 880 shares; 2025Q4: 762 shares; 2026Q1: 843 shares 843 $840K 0.08% +81 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: 9,468 shares; 2024Q4: 9,456 shares; 2025Q1: 8,508 shares; 2025Q2: 8,472 shares; 2025Q3: 8,611 shares; 2025Q4: 8,533 shares; 2026Q1: 7,938 shares 7,938 $815K 0.08% -595 Timeline FIXD 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: 39,851 shares; 2024Q4: 39,556 shares; 2025Q1: 37,886 shares; 2025Q2: 37,564 shares; 2025Q3: 19,257 shares; 2025Q4: 19,110 shares; 2026Q1: 18,593 shares 18,593 $810K 0.08% -517 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: 44,803 shares; 2024Q4: 41,559 shares; 2025Q1: 39,145 shares; 2025Q2: 36,588 shares; 2025Q3: 35,692 shares; 2025Q4: 26,217 shares; 2026Q1: 14,967 shares 14,967 $810K 0.08% -11,250 Timeline SPEM 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: 12,279 shares; 2024Q4: 12,814 shares; 2025Q1: 14,854 shares; 2025Q2: 16,154 shares; 2025Q3: 16,150 shares; 2025Q4: 17,291 shares; 2026Q1: 17,236 shares 17,236 $809K 0.08% -55 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: 1,107 shares; 2024Q4: 1,118 shares; 2025Q1: 1,219 shares; 2025Q2: 1,526 shares; 2025Q3: 1,545 shares; 2025Q4: 1,345 shares; 2026Q1: 1,368 shares 1,368 $789K 0.08% +23 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: 15,472 shares; 2024Q4: 10,092 shares; 2025Q1: 6,652 shares; 2025Q2: 6,301 shares; 2025Q3: 6,374 shares; 2025Q4: 6,350 shares; 2026Q1: 6,369 shares 6,369 $766K 0.08% +19 Timeline DOCT 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: 18,828 shares; 2024Q4: 26,036 shares; 2025Q1: 26,036 shares; 2025Q2: 20,801 shares; 2025Q3: 17,584 shares; 2025Q4: 17,584 shares; 2026Q1: 17,584 shares 17,584 $764K 0.08% 0 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: 2,501 shares; 2024Q4: 2,477 shares; 2025Q1: 2,999 shares; 2025Q2: 3,714 shares; 2025Q3: 3,754 shares; 2025Q4: 3,698 shares; 2026Q1: 3,753 shares 3,753 $763K 0.08% +55 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: 491 shares; 2024Q4: 444 shares; 2025Q1: 469 shares; 2025Q2: 483 shares; 2025Q3: 475 shares; 2025Q4: 503 shares; 2026Q1: 517 shares 517 $761K 0.08% +14 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,620 shares; 2025Q1: 3,659 shares; 2025Q2: 3,687 shares; 2025Q3: 3,716 shares; 2025Q4: 3,745 shares; 2026Q1: 3,812 shares 3,812 $756K 0.08% +67 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: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 4,626 shares; 2025Q3: 4,752 shares; 2025Q4: 5,013 shares; 2026Q1: 5,106 shares 5,106 $747K 0.07% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 2,233 shares; 2026Q1: 2,204 shares 2,204 $745K 0.07% -29 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: 1,228 shares; 2024Q4: 1,224 shares; 2025Q1: 1,243 shares; 2025Q2: 1,293 shares; 2025Q3: 1,273 shares; 2025Q4: 1,286 shares; 2026Q1: 1,306 shares 1,306 $736K 0.07% +20 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: 8,742 shares; 2024Q4: 11,837 shares; 2025Q1: 111,665 shares; 2025Q2: 108,575 shares; 2025Q3: 96,795 shares; 2025Q4: 87,241 shares; 2026Q1: 8,664 shares 8,664 $715K 0.07% -78,577 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: 1,465 shares; 2024Q4: 1,474 shares; 2025Q1: 2,042 shares; 2025Q2: 2,103 shares; 2025Q3: 1,756 shares; 2025Q4: 1,585 shares; 2026Q1: 1,796 shares 1,796 $715K 0.07% +211 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: 13,203 shares; 2024Q4: 9,263 shares; 2025Q1: 11,683 shares; 2025Q2: 14,621 shares; 2025Q3: 12,859 shares; 2025Q4: 12,245 shares; 2026Q1: 9,541 shares 9,541 $709K 0.07% -2,704 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: 8,135 shares; 2024Q4: 8,104 shares; 2025Q1: 8,159 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,253 shares; 2026Q1: 7,273 shares 7,273 $702K 0.07% +20 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 15,637 shares; 2025Q1: 19,635 shares; 2025Q2: 19,783 shares; 2025Q3: 19,842 shares; 2025Q4: 20,154 shares; 2026Q1: 37,811 shares 37,811 $696K 0.07% +17,657 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 511 shares; 2025Q1: 484 shares; 2025Q2: 7,255 shares; 2025Q3: 7,321 shares; 2025Q4: 7,348 shares; 2026Q1: 7,412 shares 7,412 $684K 0.07% +64 Timeline EMGF 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: 11,040 shares; 2024Q4: 11,035 shares; 2025Q1: 10,696 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares; 2026Q1: 11,239 shares 11,239 $679K 0.07% +92 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: 3,014 shares; 2024Q4: 2,856 shares; 2025Q1: 2,591 shares; 2025Q2: 2,646 shares; 2025Q3: 2,613 shares; 2025Q4: 2,567 shares; 2026Q1: 2,507 shares 2,507 $678K 0.07% -60 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: 6,562 shares; 2024Q4: 6,500 shares; 2025Q1: 5,793 shares; 2025Q2: 2,594 shares; 2025Q3: 2,677 shares; 2025Q4: 2,764 shares; 2026Q1: 2,868 shares 2,868 $678K 0.07% +104 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,309 shares; 2024Q4: 14,176 shares; 2025Q1: 14,398 shares; 2025Q2: 13,874 shares; 2025Q3: 13,829 shares; 2025Q4: 13,575 shares; 2026Q1: 13,991 shares 13,991 $674K 0.07% +416 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: 11,793 shares; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 11,793 shares; 2025Q4: 11,793 shares; 2026Q1: 11,793 shares 11,793 $667K 0.07% 0 Timeline FSIG 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: 52,292 shares; 2024Q4: 52,292 shares; 2025Q1: 52,292 shares; 2025Q2: 52,292 shares; 2025Q3: 35,213 shares; 2025Q4: 35,213 shares; 2026Q1: 35,213 shares 35,213 $667K 0.07% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,661 shares; 2025Q2: 1,945 shares; 2025Q3: 1,773 shares; 2025Q4: 1,918 shares; 2026Q1: 1,933 shares 1,933 $661K 0.07% +15 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: 1,790 shares; 2024Q4: 1,759 shares; 2025Q1: 1,561 shares; 2025Q2: 1,248 shares; 2025Q3: 1,234 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares 1,227 $660K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,233 shares; 2025Q1: 1,284 shares; 2025Q2: 835 shares; 2025Q3: 839 shares; 2025Q4: 902 shares; 2026Q1: 923 shares 923 $654K 0.07% +21 Timeline IGF 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: 11,518 shares; 2025Q3: 9,898 shares; 2025Q4: 9,849 shares; 2026Q1: 9,707 shares 9,707 $650K 0.06% -142 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: 179,537 shares; 2024Q4: 96,650 shares; 2025Q1: 95,601 shares; 2025Q2: 79,635 shares; 2025Q3: 16,658 shares; 2025Q4: 14,641 shares; 2026Q1: 14,878 shares 14,878 $646K 0.06% +237 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: 18,572 shares; 2024Q4: 18,235 shares; 2025Q1: 18,316 shares; 2025Q2: 18,316 shares; 2025Q3: 18,316 shares; 2025Q4: 18,117 shares; 2026Q1: 18,040 shares 18,040 $639K 0.06% -77 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: 11,698 shares; 2024Q4: 11,375 shares; 2025Q1: 1,970 shares; 2025Q2: 2,055 shares; 2025Q3: 2,058 shares; 2025Q4: 2,065 shares; 2026Q1: 2,031 shares 2,031 $638K 0.06% -34 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: 6,380 shares; 2024Q4: 6,351 shares; 2025Q1: 6,401 shares; 2025Q2: 9,955 shares; 2025Q3: 10,355 shares; 2025Q4: 9,037 shares; 2026Q1: 8,931 shares 8,931 $637K 0.06% -106 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: 3,285 shares; 2024Q4: 3,062 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,604 shares; 2025Q4: 2,627 shares; 2026Q1: 2,592 shares 2,592 $628K 0.06% -35 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: 17,818 shares; 2024Q4: 16,141 shares; 2025Q1: 15,392 shares; 2025Q2: 15,193 shares; 2025Q3: 14,272 shares; 2025Q4: 14,273 shares; 2026Q1: 12,321 shares 12,321 $626K 0.06% -1,952 Timeline SUSL 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: 5,890 shares; 2024Q4: 5,877 shares; 2025Q1: 5,806 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,443 shares; 2026Q1: 5,443 shares 5,443 $618K 0.06% 0 Timeline LCTU 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: 8,260 shares; 2024Q4: 8,245 shares; 2025Q1: 8,241 shares; 2025Q2: 8,207 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,784 shares 8,784 $616K 0.06% +584 Timeline IGSB 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: 100,415 shares; 2024Q4: 101,456 shares; 2025Q1: 109,981 shares; 2025Q2: 105,276 shares; 2025Q3: 95,920 shares; 2025Q4: 89,688 shares; 2026Q1: 11,698 shares 11,698 $615K 0.06% -77,990 Timeline TSPA 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: 16,053 shares; 2024Q4: 16,072 shares; 2025Q1: 15,684 shares; 2025Q2: 14,767 shares; 2025Q3: 14,757 shares; 2025Q4: 14,766 shares; 2026Q1: 14,766 shares 14,766 $604K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,993 shares; 2024Q4: 20,383 shares; 2025Q1: 16,206 shares; 2025Q2: 15,858 shares; 2025Q3: 15,858 shares; 2025Q4: 15,121 shares; 2026Q1: 15,291 shares 15,291 $587K 0.06% +170 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 428 shares; 2025Q1: 446 shares; 2025Q2: 494 shares; 2025Q3: 498 shares; 2025Q4: 631 shares; 2026Q1: 633 shares 633 $583K 0.06% +2 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,604 shares; 2025Q1: 3,124 shares; 2025Q2: 3,104 shares; 2025Q3: 3,279 shares; 2025Q4: 3,324 shares; 2026Q1: 3,382 shares 3,382 $577K 0.06% +58 Timeline GNMA 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: 9,353 shares; 2024Q4: 10,054 shares; 2025Q1: 9,672 shares; 2025Q2: 14,679 shares; 2025Q3: 12,375 shares; 2025Q4: 12,292 shares; 2026Q1: 12,308 shares 12,308 $546K 0.05% +16 Timeline SUSC 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: 22,102 shares; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 22,127 shares; 2025Q3: 22,282 shares; 2025Q4: 22,297 shares; 2026Q1: 23,566 shares 23,566 $545K 0.05% +1,269 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,815 shares; 2025Q3: 4,770 shares; 2025Q4: 4,234 shares; 2026Q1: 4,148 shares 4,148 $543K 0.05% -86 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: 6,866 shares; 2024Q4: 8,238 shares; 2025Q1: 7,331 shares; 2025Q2: 6,487 shares; 2025Q3: 5,214 shares; 2025Q4: 4,723 shares; 2026Q1: 4,828 shares 4,828 $538K 0.05% +105 Timeline DWM 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: 15,937 shares; 2024Q4: 14,706 shares; 2025Q1: 10,854 shares; 2025Q2: 9,732 shares; 2025Q3: 8,561 shares; 2025Q4: 8,271 shares; 2026Q1: 7,670 shares 7,670 $536K 0.05% -601 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: 4,921 shares; 2024Q4: 3,886 shares; 2025Q1: 7,227 shares; 2025Q2: 7,409 shares; 2025Q3: 6,677 shares; 2025Q4: 5,593 shares; 2026Q1: 5,258 shares 5,258 $522K 0.05% -335 Timeline DNOV 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: 13,968 shares; 2024Q4: 13,360 shares; 2025Q1: 12,878 shares; 2025Q2: 12,546 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares 10,867 $521K 0.05% 0 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: 3,872 shares; 2024Q4: 5,111 shares; 2025Q1: 4,949 shares; 2025Q2: 5,297 shares; 2025Q3: 4,923 shares; 2025Q4: 4,951 shares; 2026Q1: 4,902 shares 4,902 $520K 0.05% -49 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: 1,155 shares; 2024Q4: 1,148 shares; 2025Q1: 1,061 shares; 2025Q2: 1,099 shares; 2025Q3: 1,032 shares; 2025Q4: 1,109 shares; 2026Q1: 1,113 shares 1,113 $513K 0.05% +4 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,870 shares 10,870 $505K 0.05% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,433 shares; 2025Q1: 7,441 shares; 2025Q2: 7,439 shares; 2025Q3: 7,349 shares; 2025Q4: 7,011 shares; 2026Q1: 6,913 shares 6,913 $500K 0.05% -98 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,915 shares; 2025Q4: 16,967 shares; 2026Q1: 18,120 shares 18,120 $500K 0.05% +1,153 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,502 shares; 2025Q1: 2,387 shares; 2025Q2: 2,538 shares; 2025Q3: 2,537 shares; 2025Q4: 2,547 shares; 2026Q1: 2,499 shares 2,499 $494K 0.05% -48 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: 10,763 shares; 2024Q4: 10,866 shares; 2025Q1: 10,756 shares; 2025Q2: 10,591 shares; 2025Q3: 12,192 shares; 2025Q4: 16,370 shares; 2026Q1: 13,135 shares 13,135 $484K 0.05% -3,235 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: 489 shares; 2024Q4: 472 shares; 2025Q1: 483 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 568 shares; 2026Q1: 571 shares 571 $483K 0.05% +3 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: 15,930 shares; 2024Q4: 14,559 shares; 2025Q1: 14,976 shares; 2025Q2: 15,198 shares; 2025Q3: 15,211 shares; 2025Q4: 15,862 shares; 2026Q1: 16,573 shares 16,573 $480K 0.05% +711 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: not reported; 2024Q4: 398 shares; 2025Q1: 413 shares; 2025Q2: 326 shares; 2025Q3: 288 shares; 2025Q4: 324 shares; 2026Q1: 355 shares 355 $469K 0.05% +31 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,123 shares; 2025Q1: 1,082 shares; 2025Q2: 1,083 shares; 2025Q3: 1,078 shares; 2025Q4: 1,064 shares; 2026Q1: 1,042 shares 1,042 $463K 0.05% -22 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,256 shares; 2025Q4: 3,263 shares; 2026Q1: 3,394 shares 3,394 $461K 0.05% +131 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $449K 0.04% 0 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: 18,808 shares; 2024Q4: 37,631 shares; 2025Q1: 32,948 shares; 2025Q2: 32,019 shares; 2025Q3: 24,667 shares; 2025Q4: 19,197 shares; 2026Q1: 19,292 shares 19,292 $448K 0.04% +95 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 12,187 shares; 2025Q1: 8,976 shares; 2025Q2: 8,979 shares; 2025Q3: 8,889 shares; 2025Q4: 11,402 shares; 2026Q1: 11,473 shares 11,473 $441K 0.04% +71 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 13,112 shares; 2025Q1: 9,312 shares; 2025Q2: 9,312 shares; 2025Q3: 5,703 shares; 2025Q4: 5,703 shares; 2026Q1: 5,353 shares 5,353 $440K 0.04% -350 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares 2,369 $437K 0.04% 0 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: 2,348 shares; 2024Q4: 2,196 shares; 2025Q1: 1,743 shares; 2025Q2: 1,687 shares; 2025Q3: 1,606 shares; 2025Q4: 1,616 shares; 2026Q1: 1,634 shares 1,634 $436K 0.04% +18 Timeline JEPQ 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: 7,805 shares 7,805 $433K 0.04% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 10,573 shares; 2025Q1: 9,617 shares; 2025Q2: 9,442 shares; 2025Q3: 7,889 shares; 2025Q4: 7,491 shares; 2026Q1: 7,628 shares 7,628 $431K 0.04% +137 Timeline DDWM 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: 9,987 shares; 2024Q4: 9,689 shares; 2025Q1: 9,689 shares; 2025Q2: 9,689 shares; 2025Q3: 9,689 shares; 2025Q4: 9,689 shares; 2026Q1: 9,689 shares 9,689 $427K 0.04% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,236 shares; 2025Q1: 4,236 shares; 2025Q2: 4,236 shares; 2025Q3: 4,236 shares; 2025Q4: 4,236 shares; 2026Q1: 4,236 shares 4,236 $425K 0.04% 0 Timeline EMLC 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: 16,055 shares; 2026Q1: 16,742 shares 16,742 $420K 0.04% +687 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: not reported; 2024Q4: not reported; 2025Q1: 17,207 shares; 2025Q2: 28,137 shares; 2025Q3: 56,875 shares; 2025Q4: 60,734 shares; 2026Q1: 1,776 shares 1,776 $420K 0.04% -58,958 Timeline DSI 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: 3,217 shares; 2024Q4: 3,209 shares; 2025Q1: 3,211 shares; 2025Q2: 3,188 shares; 2025Q3: 3,187 shares; 2025Q4: 3,184 shares; 2026Q1: 3,408 shares 3,408 $413K 0.04% +224 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,566 shares; 2025Q3: 1,576 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566 $403K 0.04% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 3,909 shares; 2025Q1: 2,725 shares; 2025Q2: 2,620 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 4,451 shares 4,451 $401K 0.04% +120 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,657 shares; 2024Q4: 19,867 shares; 2025Q1: 12,713 shares; 2025Q2: 12,778 shares; 2025Q3: 12,475 shares; 2025Q4: 12,354 shares; 2026Q1: 13,202 shares 13,202 $400K 0.04% +848 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: not reported; 2024Q4: not reported; 2025Q1: 9,076 shares; 2025Q2: 7,152 shares; 2025Q3: 7,152 shares; 2025Q4: 7,152 shares; 2026Q1: 6,952 shares 6,952 $395K 0.04% -200 Timeline FLRN 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: 201,653 shares; 2024Q4: 174,074 shares; 2025Q1: 24,148 shares; 2025Q2: 17,936 shares; 2025Q3: 15,154 shares; 2025Q4: 13,695 shares; 2026Q1: 12,814 shares 12,814 $394K 0.04% -881 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,255 shares 5,255 $394K 0.04% 0 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: 4,676 shares; 2024Q4: 14,424 shares; 2025Q1: 14,774 shares; 2025Q2: 14,778 shares; 2025Q3: 14,007 shares; 2025Q4: 13,999 shares; 2026Q1: 13,407 shares 13,407 $391K 0.04% -592 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: 1,405 shares; 2026Q1: 2,051 shares 2,051 $389K 0.04% +646 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,260 shares; 2026Q1: 7,260 shares 7,260 $388K 0.04% 0 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: 15,073 shares; 2024Q4: 12,304 shares; 2025Q1: 6,278 shares; 2025Q2: 6,088 shares; 2025Q3: 5,548 shares; 2025Q4: 5,566 shares; 2026Q1: 5,376 shares 5,376 $386K 0.04% -190 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: 27,505 shares; 2024Q4: 12,064 shares; 2025Q1: 11,184 shares; 2025Q2: 9,105 shares; 2025Q3: 8,777 shares; 2025Q4: 8,662 shares; 2026Q1: 8,668 shares 8,668 $383K 0.04% +6 Timeline IFRA 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: 31,920 shares; 2024Q4: 32,194 shares; 2025Q1: 7,046 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares; 2025Q4: 6,664 shares; 2026Q1: 6,664 shares 6,664 $381K 0.04% 0 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: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 3,985 shares; 2025Q2: 4,024 shares; 2025Q3: 3,974 shares; 2025Q4: 4,079 shares; 2026Q1: 4,069 shares 4,069 $377K 0.04% -10 Timeline SJNK 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: 29,480 shares; 2024Q4: 27,977 shares; 2025Q1: 23,265 shares; 2025Q2: 17,786 shares; 2025Q3: 16,563 shares; 2025Q4: 16,201 shares; 2026Q1: 15,001 shares 15,001 $375K 0.04% -1,200 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 7,558 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,802 shares; 2026Q1: 8,802 shares 8,802 $374K 0.04% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,335 shares; 2025Q2: 1,316 shares; 2025Q3: 1,321 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares 1,216 $370K 0.04% 0 Timeline LQDH 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: 97,885 shares; 2024Q4: 85,661 shares; 2025Q1: 72,657 shares; 2025Q2: 69,544 shares; 2025Q3: 53,117 shares; 2025Q4: 50,522 shares; 2026Q1: 3,984 shares 3,984 $368K 0.04% -46,538 Timeline USXF 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: 6,289 shares; 2024Q4: 6,322 shares; 2025Q1: 6,330 shares; 2025Q2: 6,184 shares; 2025Q3: 6,131 shares; 2025Q4: 6,131 shares; 2026Q1: 6,514 shares 6,514 $360K 0.04% +383 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: 1,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 2,068 shares; 2026Q1: 2,085 shares 2,085 $359K 0.04% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,664 shares; 2025Q3: 3,580 shares; 2025Q4: 7,345 shares; 2026Q1: 7,778 shares 7,778 $357K 0.04% +433 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 10,666 shares; 2025Q3: 14,942 shares; 2025Q4: 15,558 shares; 2026Q1: 6,498 shares 6,498 $354K 0.04% -9,060 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,096 shares; 2025Q2: 1,176 shares; 2025Q3: 1,182 shares; 2025Q4: 1,213 shares; 2026Q1: 1,235 shares 1,235 $350K 0.03% +22 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,410 shares; 2025Q1: 5,250 shares; 2025Q2: 5,253 shares; 2025Q3: 5,255 shares; 2025Q4: 5,258 shares; 2026Q1: 5,261 shares 5,261 $349K 0.03% +3 Timeline IQLT 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: 7,518 shares; 2024Q4: 7,518 shares; 2025Q1: 7,518 shares; 2025Q2: 7,518 shares; 2025Q3: 7,518 shares; 2025Q4: 7,518 shares; 2026Q1: 7,518 shares 7,518 $348K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,595 shares; 2025Q1: 2,771 shares; 2025Q2: 2,588 shares; 2025Q3: 2,503 shares; 2025Q4: 2,466 shares; 2026Q1: 2,468 shares 2,468 $345K 0.03% +2 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: 857 shares; 2024Q4: 1,706 shares; 2025Q1: 1,782 shares; 2025Q2: 1,779 shares; 2025Q3: 1,689 shares; 2025Q4: 1,188 shares; 2026Q1: 2,111 shares 2,111 $338K 0.03% +923 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: 5,485 shares; 2024Q4: 5,375 shares; 2025Q1: 4,650 shares; 2025Q2: 3,771 shares; 2025Q3: 3,566 shares; 2025Q4: 3,718 shares; 2026Q1: 3,489 shares 3,489 $336K 0.03% -229 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,060 shares; 2025Q1: 1,658 shares; 2025Q2: 1,583 shares; 2025Q3: 1,577 shares; 2025Q4: 1,578 shares; 2026Q1: 1,605 shares 1,605 $334K 0.03% +27 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: 1,467 shares; 2025Q2: 1,574 shares; 2025Q3: 1,541 shares; 2025Q4: 1,556 shares; 2026Q1: 1,554 shares 1,554 $328K 0.03% -2 Timeline FMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares 6,451 $327K 0.03% 0 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: 1,651 shares; 2024Q4: 1,520 shares; 2025Q1: 1,526 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares; 2025Q4: 1,445 shares; 2026Q1: 1,684 shares 1,684 $314K 0.03% +239 Timeline ACWX 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: 4,568 shares 4,568 $313K 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,233 shares; 2024Q4: 32,291 shares; 2025Q1: 31,031 shares; 2025Q2: 26,440 shares; 2025Q3: 23,746 shares; 2025Q4: 20,989 shares; 2026Q1: 3,373 shares 3,373 $304K 0.03% -17,616 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,843 shares; 2025Q1: 2,973 shares; 2025Q2: 2,934 shares; 2025Q3: 2,924 shares; 2025Q4: 2,918 shares; 2026Q1: 2,192 shares 2,192 $300K 0.03% -726 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,171 shares; 2025Q1: 1,097 shares; 2025Q2: 1,130 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,250 shares 1,250 $299K 0.03% +82 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: 17,484 shares; 2024Q4: 20,461 shares; 2025Q1: 23,216 shares; 2025Q2: 25,817 shares; 2025Q3: 31,032 shares; 2025Q4: 33,807 shares; 2026Q1: 3,145 shares 3,145 $295K 0.03% -30,662 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: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 7,662 shares; 2025Q3: 8,079 shares; 2025Q4: 8,116 shares; 2026Q1: 4,228 shares 4,228 $295K 0.03% -3,888 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,527 shares; 2026Q1: 2,530 shares 2,530 $292K 0.03% +3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 641 shares; 2025Q3: 635 shares; 2025Q4: 718 shares; 2026Q1: 587 shares 587 $288K 0.03% -131 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,991 shares; 2025Q3: 5,712 shares; 2025Q4: 6,134 shares; 2026Q1: 6,265 shares 6,265 $287K 0.03% +131 Timeline SPMO 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: 2,378 shares; 2026Q1: 2,556 shares 2,556 $287K 0.03% +178 Timeline HYG 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: 3,857 shares; 2024Q4: 5,621 shares; 2025Q1: 3,328 shares; 2025Q2: 3,490 shares; 2025Q3: 4,040 shares; 2025Q4: 3,525 shares; 2026Q1: 3,581 shares 3,581 $285K 0.03% +56 Timeline RWR 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: 3,131 shares; 2024Q4: 3,131 shares; 2025Q1: 2,902 shares; 2025Q2: 2,826 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,795 shares 2,795 $282K 0.03% -26 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: 20,335 shares; 2024Q4: 10,947 shares; 2025Q1: 10,596 shares; 2025Q2: 8,850 shares; 2025Q3: 8,567 shares; 2025Q4: 5,767 shares; 2026Q1: 5,993 shares 5,993 $277K 0.03% +226 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: 2,234 shares; 2024Q4: 2,052 shares; 2025Q1: 2,139 shares; 2025Q2: 2,300 shares; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 2,268 shares 2,268 $275K 0.03% +6 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 313 shares 313 $273K 0.03% +5 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: 2,435 shares; 2024Q4: 2,438 shares; 2025Q1: 2,475 shares; 2025Q2: 2,474 shares; 2025Q3: 2,458 shares; 2025Q4: 2,465 shares; 2026Q1: 2,479 shares 2,479 $272K 0.03% +14 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: 3,050 shares; 2024Q4: 9,475 shares; 2025Q1: 9,875 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,875 shares; 2026Q1: 10,607 shares 10,607 $272K 0.03% +732 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,106 shares; 2025Q4: 2,133 shares; 2026Q1: 2,143 shares 2,143 $271K 0.03% +10 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,705 shares; 2025Q1: 1,496 shares; 2025Q2: 1,696 shares; 2025Q3: 1,703 shares; 2025Q4: 1,702 shares; 2026Q1: 1,773 shares 1,773 $267K 0.03% +71 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: not reported; 2024Q4: 1,247 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,324 shares; 2026Q1: 1,343 shares 1,343 $267K 0.03% +19 Timeline HYLS 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: 24,459 shares; 2024Q4: 24,477 shares; 2025Q1: 22,919 shares; 2025Q2: 21,513 shares; 2025Q3: 8,031 shares; 2025Q4: 6,645 shares; 2026Q1: 6,577 shares 6,577 $267K 0.03% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares; 2026Q1: 2,345 shares 2,345 $266K 0.03% +70 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: 29,608 shares; 2024Q4: 33,314 shares; 2025Q1: 2,698 shares; 2025Q2: 4,600 shares; 2025Q3: 3,150 shares; 2025Q4: 3,425 shares; 2026Q1: 3,020 shares 3,020 $262K 0.03% -405 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $260K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $255K 0.03% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 2,900 shares; 2025Q4: 4,159 shares; 2026Q1: 2,733 shares 2,733 $253K 0.03% -1,426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,255 shares; 2026Q1: 1,274 shares 1,274 $252K 0.03% +19 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,240 shares; 2025Q2: 1,210 shares; 2025Q3: 1,201 shares; 2025Q4: 1,207 shares; 2026Q1: 1,214 shares 1,214 $251K 0.03% +7 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 5,152 shares; 2025Q4: 5,152 shares; 2026Q1: 5,152 shares 5,152 $250K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 3,891 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,108 shares; 2025Q4: 3,109 shares; 2026Q1: 3,109 shares 3,109 $246K 0.02% 0 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: not reported; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,497 shares; 2026Q1: 1,540 shares 1,540 $246K 0.02% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares 690 $246K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,667 shares; 2025Q4: 2,671 shares; 2026Q1: 2,687 shares 2,687 $245K 0.02% +16 Timeline IMCV 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: 2,820 shares; 2024Q4: 2,826 shares; 2025Q1: 2,831 shares; 2025Q2: 2,836 shares; 2025Q3: 2,841 shares; 2025Q4: 2,846 shares; 2026Q1: 2,850 shares 2,850 $242K 0.02% +4 Timeline SDS 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: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $241K 0.02% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 14,254 shares; 2025Q1: 13,015 shares; 2025Q2: 11,757 shares; 2025Q3: 16,529 shares; 2025Q4: 12,634 shares; 2026Q1: 14,650 shares 14,650 $241K 0.02% +2,016 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares; 2026Q1: 2,937 shares 2,937 $237K 0.02% -65 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,768 shares; 2024Q4: 17,948 shares; 2025Q1: 12,991 shares; 2025Q2: 5,347 shares; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares; 2026Q1: 5,070 shares 5,070 $232K 0.02% -25 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: 2,416 shares; 2024Q4: 2,414 shares; 2025Q1: 2,432 shares; 2025Q2: 1,280 shares; 2025Q3: 1,180 shares; 2025Q4: 1,273 shares; 2026Q1: 1,133 shares 1,133 $230K 0.02% -140 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 937 shares 937 $229K 0.02% new 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: 10,846 shares; 2024Q4: 10,656 shares; 2025Q1: 9,982 shares; 2025Q2: 9,992 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,005 shares 6,005 $227K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 782 shares; 2025Q4: 786 shares; 2026Q1: 787 shares 787 $226K 0.02% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,076 shares; 2025Q1: 4,774 shares; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,557 shares; 2026Q1: 4,339 shares 4,339 $226K 0.02% -218 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,539 shares; 2025Q3: 1,558 shares; 2025Q4: 1,588 shares; 2026Q1: 1,554 shares 1,554 $226K 0.02% -34 Timeline EUDG 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: 6,675 shares; 2024Q4: not reported; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 6,175 shares 6,175 $225K 0.02% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 8,436 shares; 2025Q1: 13,324 shares; 2025Q2: 12,898 shares; 2025Q3: 12,576 shares; 2025Q4: 11,665 shares; 2026Q1: 6,169 shares 6,169 $225K 0.02% -5,496 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 762 shares; 2026Q1: 785 shares 785 $221K 0.02% +23 Timeline DLS 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: 2,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,839 shares; 2025Q4: 2,799 shares; 2026Q1: 2,694 shares 2,694 $220K 0.02% -105 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares 393 $216K 0.02% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,231 shares 2,231 $214K 0.02% -2 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares 983 $213K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 961 shares; 2025Q1: 891 shares; 2025Q2: 917 shares; 2025Q3: 844 shares; 2025Q4: not reported; 2026Q1: 680 shares 680 $211K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,190 shares; 2025Q1: 3,196 shares; 2025Q2: 3,210 shares; 2025Q3: 3,228 shares; 2025Q4: 3,238 shares; 2026Q1: 3,241 shares 3,241 $208K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $208K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares; 2026Q1: 3,078 shares 3,078 $208K 0.02% +42 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $206K 0.02% 0 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: 3,639 shares; 2024Q4: 3,540 shares; 2025Q1: 2,824 shares; 2025Q2: 2,364 shares; 2025Q3: 2,273 shares; 2025Q4: 2,257 shares; 2026Q1: 2,103 shares 2,103 $205K 0.02% -154 Timeline LQD 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: 2,612 shares; 2025Q2: 1,947 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,884 shares 1,884 $205K 0.02% -23 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 8,129 shares; 2025Q1: 5,256 shares; 2025Q2: 5,092 shares; 2025Q3: not reported; 2025Q4: 4,924 shares; 2026Q1: 4,589 shares 4,589 $202K 0.02% -335 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 8,059 shares; 2025Q1: 8,213 shares; 2025Q2: 8,044 shares; 2025Q3: 9,244 shares; 2025Q4: 9,321 shares; 2026Q1: 11,371 shares 11,371 $177K 0.02% +2,050 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,345 shares; 2024Q4: 14,766 shares; 2025Q1: 14,983 shares; 2025Q2: 15,322 shares; 2025Q3: 15,661 shares; 2025Q4: 16,112 shares; 2026Q1: 16,332 shares 16,332 $123K 0.01% +220 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 12,393 shares; 2025Q4: 12,393 shares; 2026Q1: 12,393 shares 12,393 $82.2K 0.01% 0 Timeline CAN CANAAN INC More: the full row for CANAAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,801 shares; 2024Q4: 170,807 shares; 2025Q1: 103,339 shares; 2025Q2: 98,501 shares; 2025Q3: 16,091 shares; 2025Q4: 16,091 shares; 2026Q1: 16,091 shares 16,091 $6.95K <0.01% 0 Timeline