OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335,584 shares; 2025Q1: 1,527,424 shares; 2025Q2: 2,011,123 shares; 2025Q3: 1,992,097 shares; 2025Q4: 1,741,602 shares; 2026Q1: 2,004,976 shares 2,004,976 $115M 11.16% +263,374 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 607,993 shares; 2025Q1: 981,204 shares; 2025Q2: 1,062,195 shares; 2025Q3: 1,150,966 shares; 2025Q4: 1,090,083 shares; 2026Q1: 1,042,643 shares 1,042,643 $43.6M 4.24% -47,440 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,681,661 shares; 2025Q1: 1,361,399 shares; 2025Q2: 1,385,946 shares; 2025Q3: 1,448,064 shares; 2025Q4: 1,475,843 shares; 2026Q1: 1,576,480 shares 1,576,480 $34.8M 3.38% +100,637 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: not loaded; 2024Q4: 71,467 shares; 2025Q1: 107,304 shares; 2025Q2: 99,534 shares; 2025Q3: 101,424 shares; 2025Q4: 79,310 shares; 2026Q1: 101,586 shares 101,586 $30.4M 2.95% +22,276 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: not loaded; 2024Q4: 31,396 shares; 2025Q1: 90,611 shares; 2025Q2: 102,116 shares; 2025Q3: 115,184 shares; 2025Q4: 109,099 shares; 2026Q1: 115,416 shares 115,416 $26.1M 2.53% +6,317 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: not loaded; 2024Q4: 553 shares; 2025Q1: 30,905 shares; 2025Q2: 45,129 shares; 2025Q3: 54,614 shares; 2025Q4: 49,057 shares; 2026Q1: 204,356 shares 204,356 $25.4M 2.47% +155,299 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184,026 shares; 2025Q1: 295,521 shares; 2025Q2: 467,866 shares; 2025Q3: 643,485 shares; 2025Q4: 682,810 shares; 2026Q1: 713,321 shares 713,321 $22.8M 2.22% +30,511 Timeline MGV 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 loaded; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,553 shares; 2025Q4: 138,750 shares; 2026Q1: 143,077 shares 143,077 $22.2M 2.16% +4,327 Timeline OVM LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 651,353 shares; 2025Q1: 812,289 shares; 2025Q2: 846,783 shares; 2025Q3: 961,325 shares; 2025Q4: 891,114 shares; 2026Q1: 1,009,482 shares 1,009,482 $21.9M 2.13% +118,368 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 887,833 shares; 2025Q1: 1,056,380 shares; 2025Q2: 992,652 shares; 2025Q3: 949,746 shares; 2025Q4: 1,091,341 shares; 2026Q1: 1,054,856 shares 1,054,856 $21.7M 2.11% -36,485 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: not loaded; 2024Q4: 23,936 shares; 2025Q1: 43,827 shares; 2025Q2: 52,559 shares; 2025Q3: 47,741 shares; 2025Q4: 30,427 shares; 2026Q1: 29,052 shares 29,052 $20.8M 2.02% -1,375 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: not loaded; 2024Q4: 2,201 shares; 2025Q1: 90,412 shares; 2025Q2: 67,784 shares; 2025Q3: 110,056 shares; 2025Q4: 319,648 shares; 2026Q1: 225,278 shares 225,278 $20.6M 2% -94,370 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: not loaded; 2024Q4: 18,487 shares; 2025Q1: 31,851 shares; 2025Q2: 36,700 shares; 2025Q3: 45,953 shares; 2025Q4: 43,163 shares; 2026Q1: 43,711 shares 43,711 $17.7M 1.72% +548 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 322,855 shares; 2025Q2: 328,486 shares; 2025Q3: 408,040 shares; 2025Q4: 636,929 shares; 2026Q1: 664,998 shares 664,998 $17.3M 1.68% +28,069 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: not loaded; 2024Q4: 13,421 shares; 2025Q1: 25,842 shares; 2025Q2: 23,008 shares; 2025Q3: 23,755 shares; 2025Q4: 22,271 shares; 2026Q1: 22,528 shares 22,528 $16.7M 1.62% +257 Timeline OVS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,761 shares; 2025Q1: 233,107 shares; 2025Q2: 281,854 shares; 2025Q3: 335,652 shares; 2025Q4: 374,244 shares; 2026Q1: 388,425 shares 388,425 $15.3M 1.49% +14,181 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450,926 shares; 2026Q1: 480,376 shares 480,376 $14.6M 1.42% +29,450 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 loaded; 2024Q4: 4,140 shares; 2025Q1: 106,805 shares; 2025Q2: 164,824 shares; 2025Q3: 199,418 shares; 2025Q4: 405,329 shares; 2026Q1: 284,991 shares 284,991 $14.4M 1.4% -120,338 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 loaded; 2024Q4: 19,326 shares; 2025Q1: 20,176 shares; 2025Q2: 20,157 shares; 2025Q3: 20,291 shares; 2025Q4: 18,573 shares; 2026Q1: 18,535 shares 18,535 $12.6M 1.23% -38 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: not loaded; 2024Q4: 6,194 shares; 2025Q1: 21,874 shares; 2025Q2: 30,968 shares; 2025Q3: 32,872 shares; 2025Q4: 29,645 shares; 2026Q1: 30,706 shares 30,706 $12.4M 1.2% +1,061 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: not loaded; 2024Q4: 15,777 shares; 2025Q1: 21,163 shares; 2025Q2: 24,041 shares; 2025Q3: 23,158 shares; 2025Q4: 15,832 shares; 2026Q1: 16,243 shares 16,243 $12.1M 1.18% +411 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 11,160 shares; 2025Q3: 16,318 shares; 2025Q4: 21,035 shares; 2026Q1: 41,100 shares 41,100 $12.1M 1.17% +20,065 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: not loaded; 2024Q4: 17,603 shares; 2025Q1: 32,888 shares; 2025Q2: 40,132 shares; 2025Q3: 45,205 shares; 2025Q4: 40,318 shares; 2026Q1: 42,199 shares 42,199 $11.4M 1.11% +1,881 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: not loaded; 2024Q4: 1,456 shares; 2025Q1: 15,724 shares; 2025Q2: 21,723 shares; 2025Q3: 26,930 shares; 2025Q4: 24,610 shares; 2026Q1: 24,925 shares 24,925 $10.4M 1.01% +315 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,541 shares; 2025Q3: 171,747 shares; 2025Q4: 210,805 shares; 2026Q1: 222,532 shares 222,532 $10.1M 0.98% +11,727 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 961,210 shares; 2025Q1: 901,579 shares; 2025Q2: 924,394 shares; 2025Q3: 832,664 shares; 2025Q4: 267,270 shares; 2026Q1: 267,128 shares 267,128 $9.07M 0.88% -142 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 129,446 shares; 2025Q2: 80,118 shares; 2025Q3: 123,180 shares; 2025Q4: 75,586 shares; 2026Q1: 71,501 shares 71,501 $6.74M 0.66% -4,085 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: not loaded; 2024Q4: 5,106 shares; 2025Q1: 19,007 shares; 2025Q2: 21,176 shares; 2025Q3: 23,794 shares; 2025Q4: 22,554 shares; 2026Q1: 22,379 shares 22,379 $6.72M 0.65% -175 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,156 shares; 2025Q1: 32,870 shares; 2025Q2: 38,749 shares; 2025Q3: 40,934 shares; 2025Q4: 31,769 shares; 2026Q1: 30,924 shares 30,924 $6.52M 0.63% -845 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: not loaded; 2024Q4: not reported; 2025Q1: 42,376 shares; 2025Q2: 65,199 shares; 2025Q3: 79,131 shares; 2025Q4: 73,617 shares; 2026Q1: 75,446 shares 75,446 $6.2M 0.6% +1,829 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 255,960 shares; 2025Q2: 180,294 shares; 2025Q3: 143,482 shares; 2025Q4: 78,413 shares; 2026Q1: 125,915 shares 125,915 $5.62M 0.55% +47,502 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,166 shares; 2025Q1: 5,769 shares; 2025Q2: 6,751 shares; 2025Q3: 12,957 shares; 2025Q4: 12,962 shares; 2026Q1: 13,015 shares 13,015 $5.6M 0.54% +53 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,075 shares; 2026Q1: 100,018 shares 100,018 $5.52M 0.54% -57 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,366 shares; 2025Q3: 140,286 shares; 2025Q4: 90,432 shares; 2026Q1: 138,194 shares 138,194 $5.51M 0.54% +47,762 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,304 shares; 2025Q2: 24,108 shares; 2025Q3: 25,195 shares; 2025Q4: 25,948 shares; 2026Q1: 26,093 shares 26,093 $5.29M 0.51% +145 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,045 shares; 2026Q1: 272,658 shares 272,658 $5.1M 0.5% +96,613 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: not loaded; 2024Q4: 8,932 shares; 2025Q1: 12,207 shares; 2025Q2: 17,091 shares; 2025Q3: 17,616 shares; 2025Q4: 11,558 shares; 2026Q1: 12,717 shares 12,717 $5.07M 0.49% +1,159 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,785 shares; 2025Q2: 32,791 shares; 2025Q3: 43,639 shares; 2025Q4: 43,021 shares; 2026Q1: 43,837 shares 43,837 $5.06M 0.49% +816 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: not loaded; 2024Q4: 45,515 shares; 2025Q1: 51,471 shares; 2025Q2: 68,139 shares; 2025Q3: 72,401 shares; 2025Q4: 9,868 shares; 2026Q1: 57,339 shares 57,339 $5.02M 0.49% +47,471 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: not loaded; 2024Q4: 44,816 shares; 2025Q1: 54,742 shares; 2025Q2: 48,834 shares; 2025Q3: 71,037 shares; 2025Q4: 41,487 shares; 2026Q1: 54,680 shares 54,680 $4.78M 0.46% +13,193 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: not loaded; 2024Q4: 110,583 shares; 2025Q1: 131,267 shares; 2025Q2: 136,448 shares; 2025Q3: 160,427 shares; 2025Q4: 37,329 shares; 2026Q1: 37,733 shares 37,733 $4.45M 0.43% +404 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: not loaded; 2024Q4: 1,557 shares; 2025Q1: 4,374 shares; 2025Q2: 7,076 shares; 2025Q3: 7,673 shares; 2025Q4: 6,957 shares; 2026Q1: 7,179 shares 7,179 $4.43M 0.43% +222 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: not loaded; 2024Q4: 5,841 shares; 2025Q1: 11,862 shares; 2025Q2: 12,840 shares; 2025Q3: 14,762 shares; 2025Q4: 13,525 shares; 2026Q1: 13,574 shares 13,574 $4.11M 0.4% +49 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: not loaded; 2024Q4: 31,639 shares; 2025Q1: 19,922 shares; 2025Q2: 23,116 shares; 2025Q3: 31,875 shares; 2025Q4: 30,025 shares; 2026Q1: 30,370 shares 30,370 $3.99M 0.39% +345 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: not loaded; 2024Q4: 2,154 shares; 2025Q1: 6,980 shares; 2025Q2: 8,330 shares; 2025Q3: 19,452 shares; 2025Q4: 23,746 shares; 2026Q1: 24,238 shares 24,238 $3.77M 0.37% +492 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,238 shares; 2026Q1: 150,392 shares 150,392 $3.75M 0.36% +154 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,944 shares; 2025Q1: 3,551 shares; 2025Q2: 4,322 shares; 2025Q3: 14,949 shares; 2025Q4: 10,384 shares; 2026Q1: 12,722 shares 12,722 $3.6M 0.35% +2,338 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: not loaded; 2024Q4: 19,932 shares; 2025Q1: 27,902 shares; 2025Q2: 31,334 shares; 2025Q3: 30,649 shares; 2025Q4: 22,979 shares; 2026Q1: 23,321 shares 23,321 $3.53M 0.34% +342 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: not loaded; 2024Q4: 60,458 shares; 2025Q1: 59,805 shares; 2025Q2: 56,267 shares; 2025Q3: not reported; 2025Q4: 28,141 shares; 2026Q1: 27,994 shares 27,994 $3.5M 0.34% -147 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: not loaded; 2024Q4: 755 shares; 2025Q1: 2,245 shares; 2025Q2: 2,670 shares; 2025Q3: 2,911 shares; 2025Q4: 3,050 shares; 2026Q1: 3,437 shares 3,437 $3.49M 0.34% +387 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: not loaded; 2024Q4: 5,681 shares; 2025Q1: 9,893 shares; 2025Q2: 9,877 shares; 2025Q3: 10,081 shares; 2025Q4: 19,573 shares; 2026Q1: 19,676 shares 19,676 $3.48M 0.34% +103 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: not loaded; 2024Q4: 117,467 shares; 2025Q1: 155,160 shares; 2025Q2: 159,689 shares; 2025Q3: 160,664 shares; 2025Q4: 6,125 shares; 2026Q1: 9,472 shares 9,472 $3.45M 0.34% +3,347 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: not loaded; 2024Q4: 2,742 shares; 2025Q1: 8,133 shares; 2025Q2: 11,453 shares; 2025Q3: 19,706 shares; 2025Q4: 18,574 shares; 2026Q1: 18,158 shares 18,158 $3.38M 0.33% -416 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: not loaded; 2024Q4: 961 shares; 2025Q1: 2,767 shares; 2025Q2: 3,441 shares; 2025Q3: 3,935 shares; 2025Q4: 3,108 shares; 2026Q1: 3,256 shares 3,256 $3.36M 0.33% +148 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 loaded; 2024Q4: not reported; 2025Q1: 69,589 shares; 2025Q2: 76,866 shares; 2025Q3: 62,662 shares; 2025Q4: 39,965 shares; 2026Q1: 49,551 shares 49,551 $3.33M 0.32% +9,586 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,131 shares; 2025Q1: 4,840 shares; 2025Q2: 5,233 shares; 2025Q3: 4,832 shares; 2025Q4: 3,728 shares; 2026Q1: 29,092 shares 29,092 $3.3M 0.32% +25,364 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: not loaded; 2024Q4: 17,288 shares; 2025Q1: 33,926 shares; 2025Q2: 34,697 shares; 2025Q3: 36,334 shares; 2025Q4: 39,456 shares; 2026Q1: 38,833 shares 38,833 $3.12M 0.3% -623 Timeline CLOI 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 loaded; 2024Q4: not reported; 2025Q1: 23,029 shares; 2025Q2: 27,863 shares; 2025Q3: 34,755 shares; 2025Q4: 54,792 shares; 2026Q1: 58,723 shares 58,723 $3.1M 0.3% +3,931 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: not loaded; 2024Q4: 5,130 shares; 2025Q1: 14,979 shares; 2025Q2: 16,980 shares; 2025Q3: 17,482 shares; 2025Q4: 14,373 shares; 2026Q1: 13,360 shares 13,360 $3.08M 0.3% -1,013 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,367 shares; 2026Q1: 73,095 shares 73,095 $3.01M 0.29% +3,728 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: not loaded; 2024Q4: 3,261 shares; 2025Q1: 4,081 shares; 2025Q2: 5,048 shares; 2025Q3: 4,900 shares; 2025Q4: 6,303 shares; 2026Q1: 6,188 shares 6,188 $3M 0.29% -115 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 83,663 shares; 2025Q2: 85,643 shares; 2025Q3: 71,820 shares; 2025Q4: 109,841 shares; 2026Q1: 116,384 shares 116,384 $2.98M 0.29% +6,543 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: not loaded; 2024Q4: 12,801 shares; 2025Q1: 28,427 shares; 2025Q2: 34,497 shares; 2025Q3: 35,571 shares; 2025Q4: 25,998 shares; 2026Q1: 26,115 shares 26,115 $2.96M 0.29% +117 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: not loaded; 2024Q4: 2,452 shares; 2025Q1: 10,459 shares; 2025Q2: 12,432 shares; 2025Q3: 14,307 shares; 2025Q4: 14,019 shares; 2026Q1: 14,105 shares 14,105 $2.94M 0.29% +86 Timeline RIOX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,995 shares 53,995 $2.9M 0.28% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,530 shares; 2025Q4: 25,069 shares; 2026Q1: 27,243 shares 27,243 $2.89M 0.28% +2,174 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: not loaded; 2024Q4: 585,152 shares; 2025Q1: 680,430 shares; 2025Q2: 770,228 shares; 2025Q3: 828,115 shares; 2025Q4: 41,928 shares; 2026Q1: 40,617 shares 40,617 $2.87M 0.28% -1,311 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,799 shares; 2025Q2: 21,661 shares; 2025Q3: 30,779 shares; 2025Q4: 43,502 shares; 2026Q1: 47,247 shares 47,247 $2.67M 0.26% +3,745 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,928 shares; 2025Q1: 12,223 shares; 2025Q2: 16,713 shares; 2025Q3: 23,401 shares; 2025Q4: 30,868 shares; 2026Q1: 34,224 shares 34,224 $2.6M 0.25% +3,356 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: not loaded; 2024Q4: 2,770 shares; 2025Q1: 7,378 shares; 2025Q2: 8,571 shares; 2025Q3: 8,113 shares; 2025Q4: 5,403 shares; 2026Q1: 5,691 shares 5,691 $2.53M 0.25% +288 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: not loaded; 2024Q4: not reported; 2025Q1: 14,489 shares; 2025Q2: 19,949 shares; 2025Q3: 29,097 shares; 2025Q4: 50,746 shares; 2026Q1: 55,621 shares 55,621 $2.51M 0.24% +4,875 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: not loaded; 2024Q4: 10,821 shares; 2025Q1: 47,235 shares; 2025Q2: 47,101 shares; 2025Q3: 43,357 shares; 2025Q4: 28,649 shares; 2026Q1: 47,619 shares 47,619 $2.49M 0.24% +18,970 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: not loaded; 2024Q4: 2,923 shares; 2025Q1: 24,310 shares; 2025Q2: 30,528 shares; 2025Q3: 28,089 shares; 2025Q4: 27,549 shares; 2026Q1: 26,307 shares 26,307 $2.45M 0.24% -1,242 Timeline SPSM 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 loaded; 2024Q4: 4,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,071 shares; 2025Q4: 28,172 shares; 2026Q1: 46,502 shares 46,502 $2.45M 0.24% +18,330 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: not loaded; 2024Q4: 4,526 shares; 2025Q1: 21,354 shares; 2025Q2: 21,854 shares; 2025Q3: 18,579 shares; 2025Q4: 18,358 shares; 2026Q1: 18,756 shares 18,756 $2.32M 0.23% +398 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: not loaded; 2024Q4: 15,114 shares; 2025Q1: 17,028 shares; 2025Q2: 24,829 shares; 2025Q3: 24,196 shares; 2025Q4: 21,092 shares; 2026Q1: 22,100 shares 22,100 $2.25M 0.22% +1,008 Timeline IWL 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 loaded; 2024Q4: 10,948 shares; 2025Q1: 13,797 shares; 2025Q2: 13,635 shares; 2025Q3: not reported; 2025Q4: 12,074 shares; 2026Q1: 12,074 shares 12,074 $2.23M 0.22% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,301 shares; 2025Q1: 12,333 shares; 2025Q2: 17,253 shares; 2025Q3: 17,386 shares; 2025Q4: 15,927 shares; 2026Q1: 16,447 shares 16,447 $2.22M 0.22% +520 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: not loaded; 2024Q4: 1,512 shares; 2025Q1: 2,403 shares; 2025Q2: 2,854 shares; 2025Q3: 3,270 shares; 2025Q4: 2,327 shares; 2026Q1: 2,450 shares 2,450 $2.21M 0.21% +123 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,716 shares; 2025Q1: 100,868 shares; 2025Q2: 84,280 shares; 2025Q3: not reported; 2025Q4: 62,005 shares; 2026Q1: 60,650 shares 60,650 $2.19M 0.21% -1,355 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,323 shares; 2025Q4: 14,088 shares; 2026Q1: 15,929 shares 15,929 $2.17M 0.21% +1,841 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,988 shares; 2025Q1: 563,079 shares; 2025Q2: 774,894 shares; 2025Q3: 91,029 shares; 2025Q4: 71,541 shares; 2026Q1: 67,267 shares 67,267 $2.14M 0.21% -4,274 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: not loaded; 2024Q4: not reported; 2025Q1: 9,732 shares; 2025Q2: 11,151 shares; 2025Q3: 10,961 shares; 2025Q4: 10,988 shares; 2026Q1: 10,866 shares 10,866 $2.11M 0.2% -122 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: not loaded; 2024Q4: 73,025 shares; 2025Q1: 88,087 shares; 2025Q2: 109,590 shares; 2025Q3: 127,963 shares; 2025Q4: 9,415 shares; 2026Q1: 9,864 shares 9,864 $2.06M 0.2% +449 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,437 shares; 2025Q1: 31,710 shares; 2025Q2: 30,978 shares; 2025Q3: not reported; 2025Q4: 28,602 shares; 2026Q1: 29,935 shares 29,935 $2.05M 0.2% +1,333 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: not loaded; 2024Q4: 965 shares; 2025Q1: 4,827 shares; 2025Q2: 5,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,161 shares; 2026Q1: 6,095 shares 6,095 $2.05M 0.2% -66 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: not loaded; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,773 shares; 2025Q3: 7,596 shares; 2025Q4: 8,219 shares; 2026Q1: 8,960 shares 8,960 $2.04M 0.2% +741 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,158 shares; 2025Q4: 80,350 shares; 2026Q1: 82,127 shares 82,127 $2.03M 0.2% +1,777 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,295 shares; 2026Q1: 2,513 shares 2,513 $2.02M 0.2% +218 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,501 shares; 2025Q4: 28,672 shares; 2026Q1: 31,630 shares 31,630 $2.02M 0.2% +2,958 Timeline CLOB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,199 shares; 2025Q4: 38,240 shares; 2026Q1: 39,410 shares 39,410 $1.99M 0.19% +1,170 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,516 shares; 2025Q1: 38,197 shares; 2025Q2: 34,526 shares; 2025Q3: not reported; 2025Q4: 31,337 shares; 2026Q1: 30,294 shares 30,294 $1.99M 0.19% -1,043 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 loaded; 2024Q4: not reported; 2025Q1: 17,359 shares; 2025Q2: 21,776 shares; 2025Q3: 15,793 shares; 2025Q4: 19,914 shares; 2026Q1: 21,977 shares 21,977 $1.94M 0.19% +2,063 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,394 shares; 2025Q2: 6,750 shares; 2025Q3: 12,062 shares; 2025Q4: 16,468 shares; 2026Q1: 18,536 shares 18,536 $1.88M 0.18% +2,068 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,307 shares; 2025Q2: 20,485 shares; 2025Q3: 21,732 shares; 2025Q4: 25,695 shares; 2026Q1: 26,608 shares 26,608 $1.79M 0.17% +913 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,429 shares; 2025Q2: 13,226 shares; 2025Q3: 15,466 shares; 2025Q4: 14,288 shares; 2026Q1: 14,290 shares 14,290 $1.78M 0.17% +2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,819 shares; 2025Q1: 23,258 shares; 2025Q2: 28,391 shares; 2025Q3: 31,815 shares; 2025Q4: 16,564 shares; 2026Q1: 18,232 shares 18,232 $1.77M 0.17% +1,668 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,432 shares; 2025Q1: 72,685 shares; 2025Q2: 55,337 shares; 2025Q3: not reported; 2025Q4: 22,301 shares; 2026Q1: 34,417 shares 34,417 $1.73M 0.17% +12,116 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 loaded; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 11,374 shares; 2025Q3: 11,205 shares; 2025Q4: 12,656 shares; 2026Q1: 13,224 shares 13,224 $1.72M 0.17% +568 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,738 shares; 2026Q1: 45,788 shares 45,788 $1.66M 0.16% +50 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,462 shares; 2025Q1: 22,677 shares; 2025Q2: 31,310 shares; 2025Q3: 28,156 shares; 2025Q4: 13,087 shares; 2026Q1: 12,082 shares 12,082 $1.66M 0.16% -1,005 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: not loaded; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 1,084 shares; 2025Q3: 1,258 shares; 2025Q4: 1,535 shares; 2026Q1: 1,668 shares 1,668 $1.59M 0.15% +133 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: not loaded; 2024Q4: 3,184 shares; 2025Q1: 11,470 shares; 2025Q2: 12,506 shares; 2025Q3: 12,527 shares; 2025Q4: 10,424 shares; 2026Q1: 11,190 shares 11,190 $1.59M 0.15% +766 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: not loaded; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 3,213 shares; 2025Q3: 3,069 shares; 2025Q4: 3,258 shares; 2026Q1: 3,014 shares 3,014 $1.57M 0.15% -244 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,607 shares; 2025Q4: 55,014 shares; 2026Q1: 42,176 shares 42,176 $1.56M 0.15% -12,838 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 loaded; 2024Q4: 1,868 shares; 2025Q1: 4,816 shares; 2025Q2: 4,715 shares; 2025Q3: 5,502 shares; 2025Q4: 5,100 shares; 2026Q1: 5,005 shares 5,005 $1.53M 0.15% -95 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,752 shares; 2026Q1: 37,724 shares 37,724 $1.51M 0.15% +6,972 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 10,885 shares; 2025Q3: 12,172 shares; 2025Q4: 17,983 shares; 2026Q1: 19,028 shares 19,028 $1.51M 0.15% +1,045 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 1,023 shares; 2025Q4: 1,322 shares; 2026Q1: 1,419 shares 1,419 $1.51M 0.15% +97 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 1,335 shares; 2025Q2: 1,938 shares; 2025Q3: 2,126 shares; 2025Q4: 1,693 shares; 2026Q1: 1,698 shares 1,698 $1.5M 0.15% +5 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: not loaded; 2024Q4: 19,352 shares; 2025Q1: 25,204 shares; 2025Q2: 36,612 shares; 2025Q3: 37,392 shares; 2025Q4: 31,094 shares; 2026Q1: 30,046 shares 30,046 $1.5M 0.15% -1,048 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: 15,742 shares; 2025Q4: 15,774 shares; 2026Q1: 12,412 shares 12,412 $1.49M 0.15% -3,362 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,122 shares; 2025Q2: 34,877 shares; 2025Q3: 34,534 shares; 2025Q4: 30,913 shares; 2026Q1: 31,661 shares 31,661 $1.48M 0.14% +748 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: not loaded; 2024Q4: 1,373 shares; 2025Q1: 5,816 shares; 2025Q2: 6,731 shares; 2025Q3: 6,746 shares; 2025Q4: 4,459 shares; 2026Q1: 4,601 shares 4,601 $1.47M 0.14% +142 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 10,081 shares; 2025Q3: 13,684 shares; 2025Q4: 13,943 shares; 2026Q1: 13,943 shares 13,943 $1.46M 0.14% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 1,497 shares; 2025Q4: 2,502 shares; 2026Q1: 2,587 shares 2,587 $1.46M 0.14% +85 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: not loaded; 2024Q4: 2,562 shares; 2025Q1: 5,671 shares; 2025Q2: 10,578 shares; 2025Q3: 11,117 shares; 2025Q4: 9,683 shares; 2026Q1: 9,657 shares 9,657 $1.44M 0.14% -26 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,677 shares; 2025Q2: 42,607 shares; 2025Q3: 71,248 shares; 2025Q4: 53,696 shares; 2026Q1: 54,092 shares 54,092 $1.42M 0.14% +396 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: not loaded; 2024Q4: 2,420 shares; 2025Q1: 8,556 shares; 2025Q2: 9,077 shares; 2025Q3: 8,879 shares; 2025Q4: 21,638 shares; 2026Q1: 24,579 shares 24,579 $1.42M 0.14% +2,941 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: not loaded; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 3,147 shares; 2025Q3: 5,213 shares; 2025Q4: 4,072 shares; 2026Q1: 4,526 shares 4,526 $1.4M 0.14% +454 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,557 shares; 2025Q1: 38,293 shares; 2025Q2: 20,813 shares; 2025Q3: 23,199 shares; 2025Q4: 11,638 shares; 2026Q1: 11,469 shares 11,469 $1.39M 0.14% -169 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 7,009 shares; 2026Q1: 7,009 shares 7,009 $1.39M 0.13% 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 loaded; 2024Q4: 11,880 shares; 2025Q1: 24,628 shares; 2025Q2: 24,905 shares; 2025Q3: 19,393 shares; 2025Q4: 18,829 shares; 2026Q1: 18,669 shares 18,669 $1.37M 0.13% -160 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: not loaded; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 20,062 shares; 2025Q3: 23,438 shares; 2025Q4: 23,198 shares; 2026Q1: 18,563 shares 18,563 $1.36M 0.13% -4,635 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225,822 shares; 2025Q1: 254,461 shares; 2025Q2: 251,479 shares; 2025Q3: not reported; 2025Q4: 22,525 shares; 2026Q1: 22,525 shares 22,525 $1.36M 0.13% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,469 shares; 2025Q1: 73,058 shares; 2025Q2: 68,633 shares; 2025Q3: 71,242 shares; 2025Q4: 130,033 shares; 2026Q1: 133,009 shares 133,009 $1.32M 0.13% +2,976 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,749 shares; 2025Q1: 98,130 shares; 2025Q2: 95,541 shares; 2025Q3: not reported; 2025Q4: 24,320 shares; 2026Q1: 24,320 shares 24,320 $1.31M 0.13% 0 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 loaded; 2024Q4: 17,334 shares; 2025Q1: 15,588 shares; 2025Q2: 21,776 shares; 2025Q3: 30,777 shares; 2025Q4: 15,815 shares; 2026Q1: 15,905 shares 15,905 $1.3M 0.13% +90 Timeline PNOV 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 loaded; 2024Q4: 38,663 shares; 2025Q1: 38,589 shares; 2025Q2: 38,589 shares; 2025Q3: not reported; 2025Q4: 29,748 shares; 2026Q1: 29,748 shares 29,748 $1.3M 0.13% 0 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: not loaded; 2024Q4: 2,776 shares; 2025Q1: 3,734 shares; 2025Q2: 4,729 shares; 2025Q3: 8,127 shares; 2025Q4: 6,420 shares; 2026Q1: 6,848 shares 6,848 $1.3M 0.13% +428 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,691 shares; 2025Q4: 2,350 shares; 2026Q1: 2,826 shares 2,826 $1.26M 0.12% +476 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,557 shares; 2025Q1: 94,418 shares; 2025Q2: 101,313 shares; 2025Q3: 97,224 shares; 2025Q4: 13,327 shares; 2026Q1: 12,931 shares 12,931 $1.24M 0.12% -396 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: not loaded; 2024Q4: 73,936 shares; 2025Q1: 62,710 shares; 2025Q2: 53,269 shares; 2025Q3: not reported; 2025Q4: 29,208 shares; 2026Q1: 28,018 shares 28,018 $1.22M 0.12% -1,190 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 loaded; 2024Q4: 6,014 shares; 2025Q1: 8,805 shares; 2025Q2: 11,499 shares; 2025Q3: 13,436 shares; 2025Q4: 13,804 shares; 2026Q1: 12,804 shares 12,804 $1.21M 0.12% -1,000 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 5,773 shares; 2025Q4: 8,482 shares; 2026Q1: 14,259 shares 14,259 $1.21M 0.12% +5,777 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: not loaded; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,935 shares; 2025Q3: 1,976 shares; 2025Q4: 2,718 shares; 2026Q1: 2,996 shares 2,996 $1.2M 0.12% +278 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 2,720 shares; 2025Q2: 3,022 shares; 2025Q3: 3,188 shares; 2025Q4: 4,251 shares; 2026Q1: 4,326 shares 4,326 $1.19M 0.12% +75 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: 2,765 shares; 2025Q3: 2,838 shares; 2025Q4: 1,489 shares; 2026Q1: 1,441 shares 1,441 $1.18M 0.11% -48 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,776 shares; 2025Q2: 8,776 shares; 2025Q3: 8,866 shares; 2025Q4: 9,064 shares; 2026Q1: 9,064 shares 9,064 $1.16M 0.11% 0 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: not loaded; 2024Q4: 558 shares; 2025Q1: 3,296 shares; 2025Q2: 4,656 shares; 2025Q3: 4,537 shares; 2025Q4: 2,849 shares; 2026Q1: 2,887 shares 2,887 $1.16M 0.11% +38 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: not loaded; 2024Q4: 1,235 shares; 2025Q1: 3,079 shares; 2025Q2: 5,797 shares; 2025Q3: 5,912 shares; 2025Q4: 5,460 shares; 2026Q1: 5,283 shares 5,283 $1.13M 0.11% -177 Timeline SHV 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 loaded; 2024Q4: not reported; 2025Q1: 13,464 shares; 2025Q2: 16,796 shares; 2025Q3: 18,767 shares; 2025Q4: 9,886 shares; 2026Q1: 10,203 shares 10,203 $1.12M 0.11% +317 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 loaded; 2024Q4: not reported; 2025Q1: 2,731 shares; 2025Q2: 4,651 shares; 2025Q3: 5,423 shares; 2025Q4: 7,335 shares; 2026Q1: 7,617 shares 7,617 $1.12M 0.11% +282 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: not loaded; 2024Q4: 115,973 shares; 2025Q1: 141,124 shares; 2025Q2: 178,435 shares; 2025Q3: 206,292 shares; 2025Q4: 17,180 shares; 2026Q1: 18,521 shares 18,521 $1.11M 0.11% +1,341 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,546 shares; 2025Q3: 11,371 shares; 2025Q4: 14,423 shares; 2026Q1: 17,657 shares 17,657 $1.11M 0.11% +3,234 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,902 shares; 2025Q4: 4,856 shares; 2026Q1: 6,180 shares 6,180 $1.07M 0.1% +1,324 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 4,119 shares; 2026Q1: 4,673 shares 4,673 $1.07M 0.1% +554 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 loaded; 2024Q4: 3,243 shares; 2025Q1: 2,791 shares; 2025Q2: 2,764 shares; 2025Q3: not reported; 2025Q4: 3,603 shares; 2026Q1: 4,436 shares 4,436 $1.07M 0.1% +833 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,599 shares; 2026Q1: 2,828 shares 2,828 $1.05M 0.1% +229 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: not loaded; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 3,733 shares; 2025Q4: 3,830 shares; 2026Q1: 4,451 shares 4,451 $1.04M 0.1% +621 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: not loaded; 2024Q4: 5,101 shares; 2025Q1: 5,112 shares; 2025Q2: 4,080 shares; 2025Q3: 5,912 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares 6,256 $1.01M 0.1% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,809 shares; 2025Q1: 8,323 shares; 2025Q2: 8,402 shares; 2025Q3: 8,517 shares; 2025Q4: 4,115 shares; 2026Q1: 4,161 shares 4,161 $1M 0.1% +46 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 4,124 shares; 2026Q1: 4,833 shares 4,833 $998K 0.1% +709 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: not reported; 2025Q4: 3,924 shares; 2026Q1: 4,070 shares 4,070 $992K 0.1% +146 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: not loaded; 2024Q4: 6,711 shares; 2025Q1: 5,387 shares; 2025Q2: 8,195 shares; 2025Q3: 7,171 shares; 2025Q4: 5,274 shares; 2026Q1: 4,354 shares 4,354 $978K 0.1% -920 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,031 shares; 2025Q1: 50,393 shares; 2025Q2: 42,076 shares; 2025Q3: not reported; 2025Q4: 22,871 shares; 2026Q1: 22,067 shares 22,067 $974K 0.09% -804 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: 3,738 shares; 2025Q3: 3,342 shares; 2025Q4: 3,974 shares; 2026Q1: 3,852 shares 3,852 $963K 0.09% -122 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,338 shares; 2025Q1: 37,573 shares; 2025Q2: 41,963 shares; 2025Q3: 39,214 shares; 2025Q4: 16,169 shares; 2026Q1: 14,495 shares 14,495 $963K 0.09% -1,674 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,426 shares; 2025Q1: 27,982 shares; 2025Q2: 27,477 shares; 2025Q3: not reported; 2025Q4: 22,863 shares; 2026Q1: 22,863 shares 22,863 $945K 0.09% 0 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: not loaded; 2024Q4: 797 shares; 2025Q1: 1,602 shares; 2025Q2: 2,003 shares; 2025Q3: 2,538 shares; 2025Q4: 2,002 shares; 2026Q1: 1,909 shares 1,909 $937K 0.09% -93 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 5,018 shares; 2025Q3: 6,160 shares; 2025Q4: 6,287 shares; 2026Q1: 6,538 shares 6,538 $930K 0.09% +251 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 453 shares; 2025Q2: 874 shares; 2025Q3: 1,162 shares; 2025Q4: 9,249 shares; 2026Q1: 10,473 shares 10,473 $917K 0.09% +1,224 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,353 shares; 2025Q1: 27,841 shares; 2025Q2: 25,648 shares; 2025Q3: not reported; 2025Q4: 9,854 shares; 2026Q1: 10,020 shares 10,020 $916K 0.09% +166 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: not loaded; 2024Q4: 1,581 shares; 2025Q1: 2,502 shares; 2025Q2: 3,044 shares; 2025Q3: 3,873 shares; 2025Q4: 3,256 shares; 2026Q1: 3,246 shares 3,246 $895K 0.09% -10 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,656 shares; 2025Q1: 18,656 shares; 2025Q2: 18,656 shares; 2025Q3: not reported; 2025Q4: 18,656 shares; 2026Q1: 18,656 shares 18,656 $879K 0.09% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,127 shares; 2025Q1: 62,520 shares; 2025Q2: 49,904 shares; 2025Q3: not reported; 2025Q4: 15,751 shares; 2026Q1: 14,918 shares 14,918 $875K 0.09% -833 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 loaded; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 2,026 shares; 2025Q3: 2,999 shares; 2025Q4: 3,200 shares; 2026Q1: 2,953 shares 2,953 $870K 0.08% -247 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: not loaded; 2024Q4: not reported; 2025Q1: 2,310 shares; 2025Q2: 3,706 shares; 2025Q3: 3,741 shares; 2025Q4: 3,889 shares; 2026Q1: 3,948 shares 3,948 $870K 0.08% +59 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,857 shares; 2025Q1: 19,857 shares; 2025Q2: 19,857 shares; 2025Q3: not reported; 2025Q4: 19,895 shares; 2026Q1: 19,857 shares 19,857 $864K 0.08% -38 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,054 shares; 2025Q1: 19,054 shares; 2025Q2: 19,054 shares; 2025Q3: not reported; 2025Q4: 19,054 shares; 2026Q1: 19,054 shares 19,054 $864K 0.08% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,018 shares; 2025Q1: 86,031 shares; 2025Q2: 114,137 shares; 2025Q3: not reported; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares 18,500 $856K 0.08% 0 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: not loaded; 2024Q4: 1,264 shares; 2025Q1: 4,851 shares; 2025Q2: 5,026 shares; 2025Q3: 4,909 shares; 2025Q4: 4,399 shares; 2026Q1: 4,099 shares 4,099 $855K 0.08% -300 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: not loaded; 2024Q4: 2,188 shares; 2025Q1: 5,699 shares; 2025Q2: 7,981 shares; 2025Q3: 7,151 shares; 2025Q4: 4,592 shares; 2026Q1: 4,476 shares 4,476 $841K 0.08% -116 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,773 shares; 2025Q1: 132,484 shares; 2025Q2: 128,289 shares; 2025Q3: not reported; 2025Q4: 14,314 shares; 2026Q1: 14,314 shares 14,314 $840K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 36,301 shares; 2025Q2: 69,102 shares; 2025Q3: 57,900 shares; 2025Q4: 34,042 shares; 2026Q1: 33,857 shares 33,857 $838K 0.08% -185 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: not loaded; 2024Q4: not reported; 2025Q1: 4,655 shares; 2025Q2: 4,944 shares; 2025Q3: 4,960 shares; 2025Q4: 7,152 shares; 2026Q1: 7,177 shares 7,177 $829K 0.08% +25 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,461 shares; 2025Q1: 117,982 shares; 2025Q2: 117,621 shares; 2025Q3: not reported; 2025Q4: 15,743 shares; 2026Q1: 15,743 shares 15,743 $813K 0.08% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 397 shares; 2026Q1: 398 shares 398 $810K 0.08% +1 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: not loaded; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,680 shares; 2025Q3: 1,747 shares; 2025Q4: 1,766 shares; 2026Q1: 1,988 shares 1,988 $809K 0.08% +222 Timeline AVLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,953 shares; 2026Q1: 9,131 shares 9,131 $801K 0.08% +178 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: not loaded; 2024Q4: 1,782 shares; 2025Q1: 8,109 shares; 2025Q2: 10,612 shares; 2025Q3: 11,943 shares; 2025Q4: 9,872 shares; 2026Q1: 9,270 shares 9,270 $777K 0.08% -602 Timeline PSFM PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: not reported; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $776K 0.08% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,889 shares; 2025Q1: 15,148 shares; 2025Q2: 12,948 shares; 2025Q3: not reported; 2025Q4: 11,549 shares; 2026Q1: 11,694 shares 11,694 $766K 0.07% +145 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 829 shares; 2025Q4: 1,050 shares; 2026Q1: 1,063 shares 1,063 $754K 0.07% +13 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: not loaded; 2024Q4: 3,429 shares; 2025Q1: 7,530 shares; 2025Q2: 8,764 shares; 2025Q3: 8,794 shares; 2025Q4: 6,180 shares; 2026Q1: 6,406 shares 6,406 $752K 0.07% +226 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: not loaded; 2024Q4: 2,750 shares; 2025Q1: 4,290 shares; 2025Q2: 6,480 shares; 2025Q3: 6,176 shares; 2025Q4: 3,584 shares; 2026Q1: 3,565 shares 3,565 $748K 0.07% -19 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 5,754 shares; 2025Q4: 6,092 shares; 2026Q1: 6,226 shares 6,226 $741K 0.07% +134 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: not loaded; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 3,208 shares; 2025Q3: 3,233 shares; 2025Q4: 3,404 shares; 2026Q1: 3,392 shares 3,392 $739K 0.07% -12 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 5,794 shares 5,794 $719K 0.07% +3,112 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: not loaded; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,386 shares; 2025Q3: 3,545 shares; 2025Q4: 3,914 shares; 2026Q1: 3,529 shares 3,529 $719K 0.07% -385 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: not loaded; 2024Q4: 38,753 shares; 2025Q1: 30,902 shares; 2025Q2: 24,491 shares; 2025Q3: not reported; 2025Q4: 9,433 shares; 2026Q1: 9,052 shares 9,052 $711K 0.07% -381 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,651 shares; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 11,049 shares; 2026Q1: 11,049 shares 11,049 $710K 0.07% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,630 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares; 2026Q1: 18,665 shares 18,665 $705K 0.07% +35 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,605 shares; 2026Q1: 1,486 shares 1,486 $697K 0.07% -119 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: not loaded; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: 2,234 shares; 2025Q3: 1,815 shares; 2025Q4: 2,129 shares; 2026Q1: 2,229 shares 2,229 $683K 0.07% +100 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 loaded; 2024Q4: 1,986 shares; 2025Q1: 5,101 shares; 2025Q2: 5,919 shares; 2025Q3: 6,552 shares; 2025Q4: 4,834 shares; 2026Q1: 4,950 shares 4,950 $682K 0.07% +116 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,611 shares; 2025Q4: 2,174 shares; 2026Q1: 2,128 shares 2,128 $672K 0.07% -46 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: not loaded; 2024Q4: 1,983 shares; 2025Q1: 1,806 shares; 2025Q2: 3,312 shares; 2025Q3: 3,321 shares; 2025Q4: 4,162 shares; 2026Q1: 4,162 shares 4,162 $672K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,407 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $672K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 12,862 shares; 2025Q2: 15,830 shares; 2025Q3: 16,642 shares; 2025Q4: 11,587 shares; 2026Q1: 10,918 shares 10,918 $672K 0.07% -669 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 loaded; 2024Q4: 173,061 shares; 2025Q1: 188,183 shares; 2025Q2: 190,484 shares; 2025Q3: not reported; 2025Q4: 7,081 shares; 2026Q1: 7,058 shares 7,058 $670K 0.07% -23 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: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,137 shares; 2025Q2: 4,497 shares; 2025Q3: 4,263 shares; 2025Q4: 4,043 shares; 2026Q1: 3,088 shares 3,088 $658K 0.06% -955 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: not loaded; 2024Q4: 15,142 shares; 2025Q1: 18,302 shares; 2025Q2: 23,422 shares; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 2,302 shares 2,302 $658K 0.06% -129 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: not loaded; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 20,034 shares; 2025Q3: 18,595 shares; 2025Q4: 13,211 shares; 2026Q1: 12,038 shares 12,038 $635K 0.06% -1,173 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,360 shares; 2025Q1: 90,681 shares; 2025Q2: 94,007 shares; 2025Q3: 90,542 shares; 2025Q4: 14,007 shares; 2026Q1: 14,033 shares 14,033 $634K 0.06% +26 Timeline IBLC 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 loaded; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,351 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $634K 0.06% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,303 shares; 2025Q4: 37,438 shares; 2026Q1: 37,438 shares 37,438 $630K 0.06% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares 4,000 $629K 0.06% +1,000 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,501 shares; 2025Q1: 50,248 shares; 2025Q2: 39,435 shares; 2025Q3: not reported; 2025Q4: 13,721 shares; 2026Q1: 13,075 shares 13,075 $626K 0.06% -646 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 2,262 shares; 2025Q4: 1,359 shares; 2026Q1: 1,423 shares 1,423 $621K 0.06% +64 Timeline GNOM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,421 shares; 2026Q1: 13,421 shares 13,421 $619K 0.06% 0 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: not loaded; 2024Q4: 5,961 shares; 2025Q1: 5,192 shares; 2025Q2: 9,194 shares; 2025Q3: not reported; 2025Q4: 4,221 shares; 2026Q1: 8,617 shares 8,617 $616K 0.06% +4,396 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,439 shares; 2025Q2: 6,054 shares; 2025Q3: 5,817 shares; 2025Q4: 6,798 shares; 2026Q1: 5,312 shares 5,312 $616K 0.06% -1,486 Timeline VCR 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 loaded; 2024Q4: 2,705 shares; 2025Q1: 2,712 shares; 2025Q2: 3,236 shares; 2025Q3: 2,089 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $611K 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: not loaded; 2024Q4: 8,747 shares; 2025Q1: 7,866 shares; 2025Q2: 8,068 shares; 2025Q3: not reported; 2025Q4: 7,720 shares; 2026Q1: 7,720 shares 7,720 $610K 0.06% 0 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,562 shares; 2025Q1: 81,129 shares; 2025Q2: 50,085 shares; 2025Q3: not reported; 2025Q4: 22,536 shares; 2026Q1: 49,736 shares 49,736 $597K 0.06% +27,200 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,341 shares; 2025Q1: 18,730 shares; 2025Q2: 18,311 shares; 2025Q3: not reported; 2025Q4: 20,409 shares; 2026Q1: 20,409 shares 20,409 $595K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,950 shares; 2025Q4: 1,670 shares; 2026Q1: 1,731 shares 1,731 $591K 0.06% +61 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 1,935 shares; 2025Q4: 2,155 shares; 2026Q1: 2,130 shares 2,130 $585K 0.06% -25 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: not loaded; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: 10,232 shares; 2025Q3: 7,480 shares; 2025Q4: 5,374 shares; 2026Q1: 5,928 shares 5,928 $584K 0.06% +554 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: 5,996 shares; 2025Q3: 6,136 shares; 2025Q4: 6,873 shares; 2026Q1: 7,473 shares 7,473 $578K 0.06% +600 Timeline PSQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 22,122 shares; 2026Q1: 22,122 shares 22,122 $577K 0.06% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,692 shares; 2025Q2: not reported; 2025Q3: 4,873 shares; 2025Q4: 7,108 shares; 2026Q1: 4,835 shares 4,835 $569K 0.06% -2,273 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 loaded; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: 3,482 shares; 2025Q3: 3,370 shares; 2025Q4: 3,632 shares; 2026Q1: 4,019 shares 4,019 $565K 0.05% +387 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: not loaded; 2024Q4: 19,605 shares; 2025Q1: 12,094 shares; 2025Q2: 23,204 shares; 2025Q3: 19,432 shares; 2025Q4: 12,031 shares; 2026Q1: 11,768 shares 11,768 $556K 0.05% -263 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 1,285 shares 1,285 $556K 0.05% -38 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: not loaded; 2024Q4: 1,169 shares; 2025Q1: 3,121 shares; 2025Q2: 3,576 shares; 2025Q3: 3,524 shares; 2025Q4: 3,169 shares; 2026Q1: 2,487 shares 2,487 $538K 0.05% -682 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 9,618 shares; 2026Q1: 9,482 shares 9,482 $535K 0.05% -136 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,696 shares; 2025Q2: 10,029 shares; 2025Q3: 9,014 shares; 2025Q4: 8,717 shares; 2026Q1: 6,786 shares 6,786 $530K 0.05% -1,931 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 1,142 shares; 2025Q4: 1,450 shares; 2026Q1: 1,425 shares 1,425 $527K 0.05% -25 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: not loaded; 2024Q4: 9,740 shares; 2025Q1: 9,812 shares; 2025Q2: 9,963 shares; 2025Q3: 10,068 shares; 2025Q4: 10,262 shares; 2026Q1: 10,336 shares 10,336 $524K 0.05% +74 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,281 shares; 2025Q4: 18,737 shares; 2026Q1: 20,806 shares 20,806 $523K 0.05% +2,069 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 1,145 shares 1,145 $521K 0.05% +146 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: not loaded; 2024Q4: 18,397 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares; 2025Q3: not reported; 2025Q4: 3,027 shares; 2026Q1: 5,417 shares 5,417 $521K 0.05% +2,390 Timeline FMHI 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 loaded; 2024Q4: 7,859 shares; 2025Q1: 7,086 shares; 2025Q2: 7,093 shares; 2025Q3: not reported; 2025Q4: 6,909 shares; 2026Q1: 10,768 shares 10,768 $517K 0.05% +3,859 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,687 shares; 2026Q1: 6,700 shares 6,700 $516K 0.05% +5,013 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: not loaded; 2024Q4: 1,367 shares; 2025Q1: 1,338 shares; 2025Q2: 2,164 shares; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: 1,681 shares 1,681 $515K 0.05% +12 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,457 shares; 2025Q3: 5,333 shares; 2025Q4: 7,293 shares; 2026Q1: 7,271 shares 7,271 $514K 0.05% -22 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,621 shares; 2025Q1: 40,913 shares; 2025Q2: 39,737 shares; 2025Q3: 38,578 shares; 2025Q4: 44,252 shares; 2026Q1: 44,345 shares 44,345 $513K 0.05% +93 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,445 shares; 2025Q2: 43,102 shares; 2025Q3: 41,532 shares; 2025Q4: 32,038 shares; 2026Q1: 32,574 shares 32,574 $512K 0.05% +536 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 loaded; 2024Q4: 242 shares; 2025Q1: 600 shares; 2025Q2: 694 shares; 2025Q3: 720 shares; 2025Q4: 530 shares; 2026Q1: 467 shares 467 $511K 0.05% -63 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,948 shares; 2025Q1: 7,026 shares; 2025Q2: 7,296 shares; 2025Q3: 6,525 shares; 2025Q4: 8,492 shares; 2026Q1: 9,110 shares 9,110 $510K 0.05% +618 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 360 shares; 2025Q3: 338 shares; 2025Q4: 401 shares; 2026Q1: 405 shares 405 $508K 0.05% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,985 shares; 2025Q3: 6,557 shares; 2025Q4: 5,427 shares; 2026Q1: 5,055 shares 5,055 $496K 0.05% -372 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: not loaded; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,688 shares; 2026Q1: 2,776 shares 2,776 $494K 0.05% +88 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 318 shares; 2025Q4: 264 shares; 2026Q1: 267 shares 267 $494K 0.05% +3 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,873 shares; 2025Q1: 23,866 shares; 2025Q2: 20,056 shares; 2025Q3: not reported; 2025Q4: 11,076 shares; 2026Q1: 10,754 shares 10,754 $494K 0.05% -322 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 3,437 shares; 2026Q1: 3,560 shares 3,560 $486K 0.05% +123 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,348 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: not reported; 2025Q4: 4,563 shares; 2026Q1: 5,370 shares 5,370 $483K 0.05% +807 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,177 shares; 2025Q2: 9,582 shares; 2025Q3: 7,625 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares 7,740 $479K 0.05% 0 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,366 shares; 2025Q1: 42,414 shares; 2025Q2: 34,688 shares; 2025Q3: not reported; 2025Q4: 12,276 shares; 2026Q1: 11,580 shares 11,580 $478K 0.05% -696 Timeline AVSC 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 loaded; 2024Q4: 13,952 shares; 2025Q1: 13,457 shares; 2025Q2: 12,802 shares; 2025Q3: not reported; 2025Q4: 7,063 shares; 2026Q1: 7,107 shares 7,107 $477K 0.05% +44 Timeline IJT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,016 shares; 2026Q1: 2,969 shares 2,969 $476K 0.05% -47 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,504 shares; 2025Q1: 14,812 shares; 2025Q2: 14,492 shares; 2025Q3: not reported; 2025Q4: 17,231 shares; 2026Q1: 17,231 shares 17,231 $474K 0.05% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,562 shares 1,562 $470K 0.05% +169 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,772 shares; 2025Q4: 35,799 shares; 2026Q1: 35,799 shares 35,799 $469K 0.05% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,592 shares 17,592 $463K 0.05% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,851 shares 4,851 $463K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 937 shares 937 $463K 0.04% +6 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 loaded; 2024Q4: 7,283 shares; 2025Q1: 8,942 shares; 2025Q2: 10,550 shares; 2025Q3: 9,450 shares; 2025Q4: 3,215 shares; 2026Q1: 3,128 shares 3,128 $460K 0.04% -87 Timeline IXUS 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 loaded; 2024Q4: 3,523 shares; 2025Q1: 4,987 shares; 2025Q2: 4,987 shares; 2025Q3: 4,115 shares; 2025Q4: 4,794 shares; 2026Q1: 4,794 shares 4,794 $458K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,451 shares; 2025Q2: 4,880 shares; 2025Q3: 4,487 shares; 2025Q4: 3,013 shares; 2026Q1: 2,867 shares 2,867 $456K 0.04% -146 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 3,015 shares; 2026Q1: 3,797 shares 3,797 $451K 0.04% +782 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,196 shares; 2025Q2: 4,231 shares; 2025Q3: 4,962 shares; 2025Q4: 5,621 shares; 2026Q1: 6,188 shares 6,188 $451K 0.04% +567 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 loaded; 2024Q4: not reported; 2025Q1: 4,250 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 3,889 shares; 2026Q1: 4,314 shares 4,314 $448K 0.04% +425 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 771 shares; 2025Q3: 808 shares; 2025Q4: 819 shares; 2026Q1: 806 shares 806 $445K 0.04% -13 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 4,005 shares; 2025Q4: 3,503 shares; 2026Q1: 2,426 shares 2,426 $440K 0.04% -1,077 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,512 shares; 2025Q1: 5,439 shares; 2025Q2: 5,347 shares; 2025Q3: 2,287 shares; 2025Q4: 2,496 shares; 2026Q1: 2,999 shares 2,999 $440K 0.04% +503 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,900 shares 16,900 $439K 0.04% new Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,108 shares; 2025Q1: 64,610 shares; 2025Q2: 52,685 shares; 2025Q3: not reported; 2025Q4: 17,642 shares; 2026Q1: 16,531 shares 16,531 $435K 0.04% -1,111 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,625 shares; 2025Q1: 79,986 shares; 2025Q2: 64,613 shares; 2025Q3: not reported; 2025Q4: 20,927 shares; 2026Q1: 19,551 shares 19,551 $435K 0.04% -1,376 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 300 shares 300 $434K 0.04% -127 Timeline SHYD 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 loaded; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 13,305 shares; 2025Q3: 14,686 shares; 2025Q4: 20,114 shares; 2026Q1: 19,021 shares 19,021 $431K 0.04% -1,093 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 777 shares; 2025Q4: 783 shares; 2026Q1: 833 shares 833 $428K 0.04% +50 Timeline VFH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,219 shares; 2025Q4: 3,419 shares; 2026Q1: 3,420 shares 3,420 $428K 0.04% +1 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 6,409 shares; 2025Q4: 6,515 shares; 2026Q1: 5,846 shares 5,846 $425K 0.04% -669 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: not loaded; 2024Q4: 8,468 shares; 2025Q1: 8,893 shares; 2025Q2: 10,091 shares; 2025Q3: 22,373 shares; 2025Q4: 13,023 shares; 2026Q1: 12,905 shares 12,905 $423K 0.04% -118 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 5,746 shares; 2025Q4: 5,526 shares; 2026Q1: 5,547 shares 5,547 $420K 0.04% +21 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,432 shares; 2025Q3: 21,655 shares; 2025Q4: 25,408 shares; 2026Q1: 25,102 shares 25,102 $417K 0.04% -306 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 11,964 shares; 2025Q3: not reported; 2025Q4: 4,399 shares; 2026Q1: 4,194 shares 4,194 $416K 0.04% -205 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,098 shares; 2025Q1: 89,592 shares; 2025Q2: 79,138 shares; 2025Q3: not reported; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares 7,590 $414K 0.04% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,107 shares; 2025Q4: 2,502 shares; 2026Q1: 2,712 shares 2,712 $413K 0.04% +210 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 46,939 shares; 2026Q1: 46,939 shares 46,939 $404K 0.04% 0 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: not loaded; 2024Q4: 3,272 shares; 2025Q1: 2,944 shares; 2025Q2: 2,976 shares; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares 2,846 $402K 0.04% 0 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 4,746 shares 4,746 $402K 0.04% +890 Timeline PJAN 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 loaded; 2024Q4: 36,270 shares; 2025Q1: 37,328 shares; 2025Q2: 37,674 shares; 2025Q3: not reported; 2025Q4: 8,400 shares; 2026Q1: 8,201 shares 8,201 $402K 0.04% -199 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: 695 shares 695 $402K 0.04% +5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,346 shares; 2026Q1: 8,270 shares 8,270 $400K 0.04% -76 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 3,157 shares; 2025Q3: 3,183 shares; 2025Q4: 3,779 shares; 2026Q1: 3,782 shares 3,782 $394K 0.04% +3 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 198,462 shares; 2025Q1: 177,266 shares; 2025Q2: 166,932 shares; 2025Q3: not reported; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $386K 0.04% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,826 shares; 2025Q3: 3,887 shares; 2025Q4: 3,890 shares; 2026Q1: 3,908 shares 3,908 $386K 0.04% +18 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: 2,706 shares 2,706 $384K 0.04% +760 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: 1,572 shares 1,572 $384K 0.04% +15 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: not loaded; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 2,055 shares; 2025Q3: 1,816 shares; 2025Q4: 2,490 shares; 2026Q1: 2,300 shares 2,300 $381K 0.04% -190 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,689 shares; 2025Q2: 8,098 shares; 2025Q3: 7,334 shares; 2025Q4: 8,060 shares; 2026Q1: 7,463 shares 7,463 $380K 0.04% -597 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: not loaded; 2024Q4: 17,068 shares; 2025Q1: 15,493 shares; 2025Q2: 9,404 shares; 2025Q3: not reported; 2025Q4: 7,606 shares; 2026Q1: 8,010 shares 8,010 $375K 0.04% +404 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 1,076 shares; 2026Q1: 832 shares 832 $371K 0.04% -244 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,595 shares; 2025Q1: 2,373 shares; 2025Q2: 5,012 shares; 2025Q3: 4,903 shares; 2025Q4: 2,888 shares; 2026Q1: 2,896 shares 2,896 $371K 0.04% +8 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 342 shares 342 $369K 0.04% +7 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 3,613 shares; 2026Q1: 4,793 shares 4,793 $368K 0.04% +1,180 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,287 shares; 2026Q1: 1,241 shares 1,241 $366K 0.04% -46 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,449 shares; 2025Q1: 7,134 shares; 2025Q2: 5,620 shares; 2025Q3: not reported; 2025Q4: 2,228 shares; 2026Q1: 2,131 shares 2,131 $366K 0.04% -97 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: not loaded; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,172 shares; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 980 shares 980 $364K 0.04% -65 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,253 shares 10,253 $361K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,026 shares 2,026 $360K 0.04% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares; 2026Q1: 6,113 shares 6,113 $360K 0.03% -3,211 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: not reported; 2026Q1: 4,455 shares 4,455 $359K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 2,757 shares; 2025Q3: 2,638 shares; 2025Q4: 2,956 shares; 2026Q1: 2,163 shares 2,163 $359K 0.03% -793 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,006 shares; 2025Q3: 4,307 shares; 2025Q4: 4,409 shares; 2026Q1: 5,018 shares 5,018 $357K 0.03% +609 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares; 2026Q1: 27,256 shares 27,256 $356K 0.03% +5,756 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,707 shares; 2025Q2: 10,709 shares; 2025Q3: 10,711 shares; 2025Q4: 10,715 shares; 2026Q1: 10,755 shares 10,755 $356K 0.03% +40 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: 1,201 shares 1,201 $355K 0.03% -1 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares; 2026Q1: 836 shares 836 $354K 0.03% +19 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,526 shares; 2025Q2: 27,294 shares; 2025Q3: 4,308 shares; 2025Q4: 17,192 shares; 2026Q1: 4,038 shares 4,038 $354K 0.03% -13,154 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,898 shares; 2025Q3: 12,974 shares; 2025Q4: 13,108 shares; 2026Q1: 13,269 shares 13,269 $353K 0.03% +161 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: not reported; 2025Q4: 377 shares; 2026Q1: 380 shares 380 $351K 0.03% +3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 612 shares 612 $350K 0.03% +58 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 1,142 shares 1,142 $348K 0.03% -106 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 1,244 shares; 2026Q1: 1,170 shares 1,170 $348K 0.03% -74 Timeline HYMB 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 loaded; 2024Q4: not reported; 2025Q1: 10,164 shares; 2025Q2: 12,140 shares; 2025Q3: 12,724 shares; 2025Q4: 14,947 shares; 2026Q1: 13,857 shares 13,857 $347K 0.03% -1,090 Timeline SCHM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,013 shares 10,013 $345K 0.03% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,727 shares; 2025Q2: 7,545 shares; 2025Q3: 9,577 shares; 2025Q4: 9,647 shares; 2026Q1: 9,780 shares 9,780 $343K 0.03% +133 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,646 shares; 2025Q1: 14,869 shares; 2025Q2: 14,895 shares; 2025Q3: not reported; 2025Q4: 18,147 shares; 2026Q1: 17,050 shares 17,050 $343K 0.03% -1,097 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,857 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,781 shares 8,781 $341K 0.03% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $340K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares; 2026Q1: 1,963 shares 1,963 $337K 0.03% +29 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,423 shares; 2025Q4: 3,495 shares; 2026Q1: 3,213 shares 3,213 $337K 0.03% -282 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares; 2026Q1: 2,521 shares 2,521 $335K 0.03% +504 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares 577 $335K 0.03% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,427 shares; 2025Q4: 3,472 shares; 2026Q1: 3,647 shares 3,647 $335K 0.03% +175 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 3,620 shares; 2025Q4: 4,075 shares; 2026Q1: 3,646 shares 3,646 $332K 0.03% -429 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,752 shares; 2026Q1: 1,911 shares 1,911 $332K 0.03% +159 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,167 shares; 2026Q1: 5,211 shares 5,211 $332K 0.03% +1,044 Timeline EWJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 3,517 shares; 2026Q1: 3,517 shares 3,517 $327K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 207 shares 207 $327K 0.03% +13 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares; 2025Q4: 6,788 shares; 2026Q1: 6,794 shares 6,794 $325K 0.03% +6 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,223 shares 1,223 $324K 0.03% -17 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,295 shares; 2025Q3: 1,303 shares; 2025Q4: 1,582 shares; 2026Q1: 1,641 shares 1,641 $321K 0.03% +59 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 412 shares 412 $318K 0.03% -10 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 3,847 shares 3,847 $317K 0.03% +3,206 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares 2,898 $315K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,237 shares; 2026Q1: 3,237 shares 3,237 $312K 0.03% 0 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,429 shares; 2025Q4: 1,446 shares; 2026Q1: 1,450 shares 1,450 $310K 0.03% +4 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,514 shares; 2026Q1: 1,425 shares 1,425 $310K 0.03% -89 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: not loaded; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 3,028 shares; 2025Q3: 3,015 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares 3,240 $306K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,811 shares; 2025Q3: 2,294 shares; 2025Q4: 2,732 shares; 2026Q1: 2,549 shares 2,549 $305K 0.03% -183 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: 1,280 shares 1,280 $304K 0.03% +18 Timeline IRE TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,250 shares 10,250 $302K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,949 shares; 2025Q3: 10,447 shares; 2025Q4: 7,918 shares; 2026Q1: 6,817 shares 6,817 $301K 0.03% -1,101 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,037 shares; 2025Q1: 118,220 shares; 2025Q2: 125,890 shares; 2025Q3: not reported; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $300K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,172 shares; 2025Q3: not reported; 2025Q4: 6,717 shares; 2026Q1: 6,374 shares 6,374 $299K 0.03% -343 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,878 shares; 2025Q1: 59,881 shares; 2025Q2: 57,656 shares; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares 5,008 $298K 0.03% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 7,859 shares; 2026Q1: 7,980 shares 7,980 $298K 0.03% +121 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,963 shares; 2026Q1: 7,254 shares 7,254 $298K 0.03% +291 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: not loaded; 2024Q4: 8,901 shares; 2025Q1: 8,407 shares; 2025Q2: 8,442 shares; 2025Q3: not reported; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares 4,434 $294K 0.03% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,211 shares; 2025Q1: 16,407 shares; 2025Q2: 10,534 shares; 2025Q3: not reported; 2025Q4: 10,478 shares; 2026Q1: 10,442 shares 10,442 $289K 0.03% -36 Timeline PAUG 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 loaded; 2024Q4: 13,084 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $288K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,536 shares; 2025Q3: 4,078 shares; 2025Q4: 4,749 shares; 2026Q1: 4,764 shares 4,764 $288K 0.03% +15 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,568 shares; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,645 shares; 2025Q4: 903 shares; 2026Q1: 1,076 shares 1,076 $284K 0.03% +173 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 2,088 shares; 2026Q1: 10,441 shares 10,441 $284K 0.03% +8,353 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,008 shares; 2025Q3: not reported; 2025Q4: 4,101 shares; 2026Q1: 4,236 shares 4,236 $283K 0.03% +135 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: not loaded; 2024Q4: 5,731 shares; 2025Q1: 8,545 shares; 2025Q2: 8,468 shares; 2025Q3: 8,547 shares; 2025Q4: 2,822 shares; 2026Q1: 2,855 shares 2,855 $282K 0.03% +33 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 6,451 shares; 2026Q1: 6,033 shares 6,033 $281K 0.03% -418 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 3,191 shares; 2025Q4: 4,585 shares; 2026Q1: 3,752 shares 3,752 $280K 0.03% -833 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,885 shares; 2026Q1: 1,940 shares 1,940 $279K 0.03% +55 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,402 shares; 2025Q1: 3,766 shares; 2025Q2: 7,976 shares; 2025Q3: not reported; 2025Q4: 3,723 shares; 2026Q1: 3,566 shares 3,566 $278K 0.03% -157 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: 1,967 shares; 2026Q1: 1,943 shares 1,943 $276K 0.03% -24 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: not reported; 2025Q4: 2,977 shares; 2026Q1: 2,595 shares 2,595 $275K 0.03% -382 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: not loaded; 2024Q4: 125,392 shares; 2025Q1: 125,729 shares; 2025Q2: 125,456 shares; 2025Q3: not reported; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares 4,915 $274K 0.03% 0 Timeline ESGE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,061 shares; 2026Q1: 5,061 shares 5,061 $271K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 9,445 shares; 2025Q4: 8,027 shares; 2026Q1: 5,479 shares 5,479 $271K 0.03% -2,548 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,443 shares; 2025Q1: 29,953 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,172 shares; 2026Q1: 4,177 shares 4,177 $270K 0.03% +5 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,658 shares; 2025Q3: 10,867 shares; 2025Q4: 6,177 shares; 2026Q1: 3,891 shares 3,891 $269K 0.03% -2,286 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 2,393 shares; 2025Q3: 1,537 shares; 2025Q4: 1,248 shares; 2026Q1: 1,243 shares 1,243 $268K 0.03% -5 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares 740 $267K 0.03% new 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: not loaded; 2024Q4: 9,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,009 shares; 2026Q1: 7,012 shares 7,012 $266K 0.03% +3 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,690 shares; 2025Q1: 78,681 shares; 2025Q2: 71,358 shares; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 4,612 shares 4,612 $266K 0.03% 0 Timeline ACWI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares 1,662 $259K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares 1,754 $258K 0.03% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 3,308 shares; 2026Q1: 3,311 shares 3,311 $253K 0.02% +3 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 1,318 shares; 2025Q3: 1,316 shares; 2025Q4: 1,353 shares; 2026Q1: 1,250 shares 1,250 $251K 0.02% -103 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: not loaded; 2024Q4: 653 shares; 2025Q1: 655 shares; 2025Q2: 656 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares 798 $248K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,262 shares 2,262 $246K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,102 shares; 2025Q1: 3,727 shares; 2025Q2: 2,766 shares; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,201 shares 2,201 $246K 0.02% -78 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,176 shares; 2025Q1: 14,136 shares; 2025Q2: 11,304 shares; 2025Q3: not reported; 2025Q4: 4,709 shares; 2026Q1: 4,726 shares 4,726 $245K 0.02% +17 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 903 shares; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $245K 0.02% 0 Timeline DVY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $244K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 985 shares; 2025Q4: 772 shares; 2026Q1: 776 shares 776 $242K 0.02% +4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,819 shares; 2026Q1: 5,650 shares 5,650 $241K 0.02% -169 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,812 shares 1,812 $240K 0.02% -80 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,978 shares 1,978 $240K 0.02% +53 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 12,723 shares; 2026Q1: 12,723 shares 12,723 $239K 0.02% 0 Timeline TBT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,487 shares 6,487 $236K 0.02% 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: not loaded; 2024Q4: 9,232 shares; 2025Q1: 7,144 shares; 2025Q2: 6,147 shares; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 2,484 shares 2,484 $234K 0.02% -176 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,490 shares 4,490 $233K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $231K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares 4,597 $230K 0.02% 0 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,663 shares 4,663 $230K 0.02% new Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,548 shares; 2025Q4: 5,529 shares; 2026Q1: 5,429 shares 5,429 $230K 0.02% -100 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 537 shares 537 $230K 0.02% +14 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 643 shares; 2025Q4: 832 shares; 2026Q1: 531 shares 531 $230K 0.02% -301 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,706 shares; 2025Q1: 8,806 shares; 2025Q2: 7,023 shares; 2025Q3: not reported; 2025Q4: 4,566 shares; 2026Q1: 4,570 shares 4,570 $229K 0.02% +4 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,679 shares 4,679 $229K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares 1,505 $228K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: 23,652 shares; 2025Q2: 6,471 shares; 2025Q3: 8,085 shares; 2025Q4: 2,655 shares; 2026Q1: 2,267 shares 2,267 $228K 0.02% -388 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $227K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,418 shares; 2026Q1: 2,417 shares 2,417 $227K 0.02% -1 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65,563 shares; 2025Q2: 87,360 shares; 2025Q3: 118,703 shares; 2025Q4: 5,953 shares; 2026Q1: 4,092 shares 4,092 $227K 0.02% -1,861 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares 1,169 $226K 0.02% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,136 shares; 2025Q1: 85,097 shares; 2025Q2: 84,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,052 shares 2,052 $226K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares 1,607 $224K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares 495 $224K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554 shares 554 $224K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 445 shares 445 $221K 0.02% +5 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: not loaded; 2024Q4: 8,356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,379 shares 2,379 $219K 0.02% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,180 shares 2,180 $218K 0.02% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,067 shares 4,067 $217K 0.02% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,479 shares; 2025Q1: 4,483 shares; 2025Q2: 3,755 shares; 2025Q3: not reported; 2025Q4: 2,359 shares; 2026Q1: 2,364 shares 2,364 $216K 0.02% +5 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 1,705 shares; 2026Q1: 1,625 shares 1,625 $216K 0.02% -80 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,790 shares; 2025Q1: 14,051 shares; 2025Q2: 11,456 shares; 2025Q3: not reported; 2025Q4: 4,175 shares; 2026Q1: 3,919 shares 3,919 $216K 0.02% -256 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 1,620 shares 1,620 $215K 0.02% -79 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,846 shares; 2025Q2: 7,524 shares; 2025Q3: 7,005 shares; 2025Q4: not reported; 2026Q1: 1,087 shares 1,087 $214K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,827 shares 4,827 $214K 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,576 shares; 2025Q1: 4,508 shares; 2025Q2: 3,523 shares; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 2,313 shares 2,313 $214K 0.02% +7 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: not loaded; 2024Q4: 7,570 shares; 2025Q1: 7,374 shares; 2025Q2: 17,723 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,594 shares 5,594 $214K 0.02% new 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: not loaded; 2024Q4: 1,878 shares; 2025Q1: 1,973 shares; 2025Q2: 2,430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $214K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,474 shares 6,474 $213K 0.02% new 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: not loaded; 2024Q4: 36,191 shares; 2025Q1: 28,694 shares; 2025Q2: 19,062 shares; 2025Q3: not reported; 2025Q4: 5,282 shares; 2026Q1: 4,608 shares 4,608 $212K 0.02% -674 Timeline ICF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares 3,115 $210K 0.02% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,044 shares 4,044 $209K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,356 shares; 2025Q3: 5,270 shares; 2025Q4: 4,504 shares; 2026Q1: 4,709 shares 4,709 $208K 0.02% +205 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,001 shares 4,001 $208K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares 1,157 $208K 0.02% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,763 shares 4,763 $205K 0.02% new Timeline AFDM 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 loaded; 2024Q4: 3,979 shares; 2025Q1: 3,086 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,354 shares 2,354 $204K 0.02% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares 1,413 $204K 0.02% new Timeline PFEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,760 shares 4,760 $203K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 807 shares; 2026Q1: 662 shares 662 $203K 0.02% -145 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,404 shares 1,404 $202K 0.02% -291 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares 557 $202K 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,774 shares; 2025Q1: 14,228 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,485 shares 3,485 $201K 0.02% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares 818 $201K 0.02% new 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 loaded; 2024Q4: 21,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,157 shares 3,157 $200K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: 5,613 shares; 2025Q2: 4,796 shares; 2025Q3: 4,498 shares; 2025Q4: 4,126 shares; 2026Q1: 3,927 shares 3,927 $200K 0.02% -199 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,521 shares 31,521 $199K 0.02% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,146 shares; 2025Q1: 13,146 shares; 2025Q2: 16,646 shares; 2025Q3: 15,850 shares; 2025Q4: 16,850 shares; 2026Q1: 16,850 shares 16,850 $157K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,322 shares; 2026Q1: 11,267 shares 11,267 $153K 0.01% -55 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,336 shares; 2026Q1: 12,399 shares 12,399 $151K 0.01% +63 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,862 shares; 2025Q1: 24,189 shares; 2025Q2: 21,516 shares; 2025Q3: 25,253 shares; 2025Q4: 15,245 shares; 2026Q1: 16,518 shares 16,518 $144K 0.01% +1,273 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,960 shares; 2025Q2: 29,960 shares; 2025Q3: 29,960 shares; 2025Q4: 33,149 shares; 2026Q1: 33,167 shares 33,167 $96.5K 0.01% +18 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,458 shares; 2025Q4: 27,308 shares; 2026Q1: 27,633 shares 27,633 $63.8K 0.01% +325 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,354 shares 10,354 $60.9K 0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares 13,495 $10.7K <0.01% new Timeline