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: 646,396 shares; 2024Q4: 714,609 shares; 2025Q1: 707,176 shares; 2025Q2: 636,619 shares; 2025Q3: not reported; 2025Q4: 709,767 shares; 2026Q1: 609,138 shares 609,138 $55.8M 4.07% -100,629 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: 226,636 shares; 2024Q4: 231,182 shares; 2025Q1: 269,599 shares; 2025Q2: 267,812 shares; 2025Q3: 269,993 shares; 2025Q4: 268,121 shares; 2026Q1: 274,131 shares 274,131 $47.8M 3.49% +6,010 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: 148,973 shares; 2024Q4: 141,953 shares; 2025Q1: 145,763 shares; 2025Q2: 150,048 shares; 2025Q3: 148,668 shares; 2025Q4: 151,373 shares; 2026Q1: 125,718 shares 125,718 $31.9M 2.33% -25,655 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: 93,209 shares; 2024Q4: 94,571 shares; 2025Q1: 98,695 shares; 2025Q2: 101,937 shares; 2025Q3: 108,029 shares; 2025Q4: 109,850 shares; 2026Q1: 112,951 shares 112,951 $23.5M 1.72% +3,101 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: 91,165 shares; 2024Q4: 93,211 shares; 2025Q1: 99,503 shares; 2025Q2: 101,301 shares; 2025Q3: 106,099 shares; 2025Q4: 109,879 shares; 2026Q1: 119,301 shares 119,301 $23.4M 1.71% +9,422 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,072 shares; 2024Q4: 391,722 shares; 2025Q1: 412,543 shares; 2025Q2: 425,899 shares; 2025Q3: 438,148 shares; 2025Q4: 421,584 shares; 2026Q1: 416,201 shares 416,201 $21.1M 1.54% -5,383 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: 74,812 shares; 2024Q4: 76,537 shares; 2025Q1: 77,915 shares; 2025Q2: 79,576 shares; 2025Q3: 79,214 shares; 2025Q4: 77,510 shares; 2026Q1: 73,157 shares 73,157 $21M 1.53% -4,353 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,873 shares; 2024Q4: 303,528 shares; 2025Q1: 312,574 shares; 2025Q2: 316,167 shares; 2025Q3: 341,662 shares; 2025Q4: 357,905 shares; 2026Q1: 380,847 shares 380,847 $20.5M 1.49% +22,942 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647,826 shares; 2024Q4: 647,956 shares; 2025Q1: 664,635 shares; 2025Q2: 670,798 shares; 2025Q3: 723,645 shares; 2025Q4: 755,223 shares; 2026Q1: 813,598 shares 813,598 $20.2M 1.47% +58,375 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,970 shares; 2024Q4: 213,565 shares; 2025Q1: 222,375 shares; 2025Q2: 222,262 shares; 2025Q3: 233,019 shares; 2025Q4: 244,496 shares; 2026Q1: 260,979 shares 260,979 $19.1M 1.39% +16,483 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 21,150 shares; 2025Q1: 75,503 shares; 2025Q2: 116,864 shares; 2025Q3: 168,092 shares; 2025Q4: 258,407 shares; 2026Q1: 372,472 shares 372,472 $18.5M 1.35% +114,065 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: 82,564 shares; 2024Q4: 95,923 shares; 2025Q1: 122,441 shares; 2025Q2: 154,690 shares; 2025Q3: 170,106 shares; 2025Q4: 225,716 shares; 2026Q1: 294,423 shares 294,423 $16.7M 1.22% +68,707 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: 36,486 shares; 2024Q4: 36,157 shares; 2025Q1: 37,129 shares; 2025Q2: 34,359 shares; 2025Q3: 34,890 shares; 2025Q4: 36,010 shares; 2026Q1: 42,274 shares 42,274 $15.6M 1.14% +6,264 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: 88,005 shares; 2024Q4: 85,435 shares; 2025Q1: 93,027 shares; 2025Q2: 91,163 shares; 2025Q3: 42,339 shares; 2025Q4: 70,925 shares; 2026Q1: 71,369 shares 71,369 $13.7M 1% +444 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: 42,380 shares; 2024Q4: 42,362 shares; 2025Q1: 45,209 shares; 2025Q2: 45,312 shares; 2025Q3: 47,729 shares; 2025Q4: 46,213 shares; 2026Q1: 44,041 shares 44,041 $13.6M 0.99% -2,172 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,060 shares; 2024Q4: 261,333 shares; 2025Q1: 257,677 shares; 2025Q2: 253,273 shares; 2025Q3: 238,324 shares; 2025Q4: 231,483 shares; 2026Q1: 214,238 shares 214,238 $12.8M 0.93% -17,245 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,952 shares; 2024Q4: 195,281 shares; 2025Q1: 200,110 shares; 2025Q2: 204,612 shares; 2025Q3: 219,304 shares; 2025Q4: 209,600 shares; 2026Q1: 205,558 shares 205,558 $12M 0.88% -4,042 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 13,880 shares; 2025Q1: 43,849 shares; 2025Q2: 71,825 shares; 2025Q3: 100,506 shares; 2025Q4: 154,527 shares; 2026Q1: 229,643 shares 229,643 $11.3M 0.83% +75,116 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: 27,079 shares; 2024Q4: 27,405 shares; 2025Q1: 31,632 shares; 2025Q2: 27,484 shares; 2025Q3: 26,550 shares; 2025Q4: 26,451 shares; 2026Q1: 26,299 shares 26,299 $11.3M 0.83% -152 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,018 shares; 2024Q4: 209,146 shares; 2025Q1: 214,692 shares; 2025Q2: 218,306 shares; 2025Q3: 217,200 shares; 2025Q4: 231,938 shares; 2026Q1: 248,757 shares 248,757 $11.2M 0.81% +16,819 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: 74,520 shares; 2024Q4: 77,656 shares; 2025Q1: 79,401 shares; 2025Q2: 79,134 shares; 2025Q3: 79,531 shares; 2025Q4: 82,182 shares; 2026Q1: 85,140 shares 85,140 $11.1M 0.81% +2,958 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: 73,722 shares; 2024Q4: 72,849 shares; 2025Q1: 77,969 shares; 2025Q2: 54,303 shares; 2025Q3: 53,749 shares; 2025Q4: 54,425 shares; 2026Q1: 57,825 shares 57,825 $11.1M 0.81% +3,400 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: 23,579 shares; 2024Q4: 23,428 shares; 2025Q1: 24,475 shares; 2025Q2: 24,976 shares; 2025Q3: 23,094 shares; 2025Q4: 23,385 shares; 2026Q1: 24,754 shares 24,754 $10.8M 0.79% +1,369 Timeline FCEF 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: 449,134 shares; 2024Q4: 440,921 shares; 2025Q1: 437,889 shares; 2025Q2: 439,056 shares; 2025Q3: 444,899 shares; 2025Q4: 457,362 shares; 2026Q1: 469,977 shares 469,977 $10.6M 0.77% +12,615 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,988 shares; 2024Q4: 100,361 shares; 2025Q1: 101,778 shares; 2025Q2: 102,131 shares; 2025Q3: 107,444 shares; 2025Q4: 109,515 shares; 2026Q1: 114,352 shares 114,352 $10.6M 0.77% +4,837 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: 38,568 shares; 2024Q4: 38,052 shares; 2025Q1: 49,628 shares; 2025Q2: 48,851 shares; 2025Q3: 47,492 shares; 2025Q4: 48,039 shares; 2026Q1: 46,377 shares 46,377 $10.1M 0.74% -1,662 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: 13,028 shares; 2024Q4: 13,076 shares; 2025Q1: 13,255 shares; 2025Q2: 14,395 shares; 2025Q3: 14,501 shares; 2025Q4: 15,243 shares; 2026Q1: 17,152 shares 17,152 $9.81M 0.72% +1,909 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: 16,458 shares; 2024Q4: 18,189 shares; 2025Q1: 16,821 shares; 2025Q2: 16,940 shares; 2025Q3: 16,273 shares; 2025Q4: 17,796 shares; 2026Q1: 16,609 shares 16,609 $9.59M 0.7% -1,187 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 4,974 shares; 2025Q1: 5,009 shares; 2025Q2: 3,570 shares; 2025Q3: 20,838 shares; 2025Q4: 55,486 shares; 2026Q1: 93,302 shares 93,302 $9.38M 0.68% +37,816 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: 213,711 shares; 2024Q4: 174,309 shares; 2025Q1: 187,446 shares; 2025Q2: 227,736 shares; 2025Q3: 235,109 shares; 2025Q4: 244,519 shares; 2026Q1: 271,958 shares 271,958 $9.18M 0.67% +27,439 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: 32,552 shares; 2024Q4: 30,906 shares; 2025Q1: 31,394 shares; 2025Q2: 31,792 shares; 2025Q3: 34,877 shares; 2025Q4: 35,155 shares; 2026Q1: 36,730 shares 36,730 $8.98M 0.65% +1,575 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: 11,015 shares; 2024Q4: 12,580 shares; 2025Q1: 12,690 shares; 2025Q2: 13,524 shares; 2025Q3: 13,959 shares; 2025Q4: 13,805 shares; 2026Q1: 13,741 shares 13,741 $8.94M 0.65% -64 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: 11,450 shares; 2024Q4: 11,146 shares; 2025Q1: 33,503 shares; 2025Q2: 31,652 shares; 2025Q3: 28,801 shares; 2025Q4: 37,151 shares; 2026Q1: 35,917 shares 35,917 $8.91M 0.65% -1,234 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 reported; 2024Q4: not reported; 2025Q1: 10,527 shares; 2025Q2: 18,024 shares; 2025Q3: not reported; 2025Q4: 37,535 shares; 2026Q1: 86,730 shares 86,730 $8.73M 0.64% +49,195 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: 38,106 shares; 2024Q4: 36,438 shares; 2025Q1: 47,833 shares; 2025Q2: 47,708 shares; 2025Q3: 48,224 shares; 2025Q4: 48,758 shares; 2026Q1: 48,293 shares 48,293 $8.19M 0.6% -465 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: 31,095 shares; 2024Q4: 29,575 shares; 2025Q1: 31,401 shares; 2025Q2: 33,628 shares; 2025Q3: 32,613 shares; 2025Q4: 33,217 shares; 2026Q1: 28,378 shares 28,378 $8.15M 0.59% -4,839 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: 11,443 shares; 2024Q4: 11,097 shares; 2025Q1: 12,393 shares; 2025Q2: 14,156 shares; 2025Q3: 14,919 shares; 2025Q4: 16,589 shares; 2026Q1: 16,917 shares 16,917 $8.11M 0.59% +328 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: 22,650 shares; 2024Q4: 23,143 shares; 2025Q1: 23,677 shares; 2025Q2: 26,726 shares; 2025Q3: 26,816 shares; 2025Q4: 27,097 shares; 2026Q1: 27,399 shares 27,399 $8.06M 0.59% +302 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: 70,693 shares; 2024Q4: 67,363 shares; 2025Q1: 71,171 shares; 2025Q2: 68,795 shares; 2025Q3: 92,374 shares; 2025Q4: 95,471 shares; 2026Q1: 64,316 shares 64,316 $8M 0.58% -31,155 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: 7,833 shares; 2024Q4: 7,707 shares; 2025Q1: 8,084 shares; 2025Q2: 8,755 shares; 2025Q3: 8,795 shares; 2025Q4: 8,694 shares; 2026Q1: 8,531 shares 8,531 $7.85M 0.57% -163 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,436 shares; 2024Q4: 23,551 shares; 2025Q1: 23,354 shares; 2025Q2: 23,600 shares; 2025Q3: 23,327 shares; 2025Q4: 157,230 shares; 2026Q1: 163,762 shares 163,762 $7.52M 0.55% +6,532 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: 26,452 shares; 2024Q4: 21,680 shares; 2025Q1: 22,117 shares; 2025Q2: 22,261 shares; 2025Q3: 22,048 shares; 2025Q4: 21,991 shares; 2026Q1: 22,633 shares 22,633 $7.26M 0.53% +642 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,221 shares; 2024Q4: 135,577 shares; 2025Q1: 156,452 shares; 2025Q2: 164,298 shares; 2025Q3: 163,514 shares; 2025Q4: 155,684 shares; 2026Q1: 156,129 shares 156,129 $7.04M 0.51% +445 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: 48,886 shares; 2024Q4: 50,858 shares; 2025Q1: 52,252 shares; 2025Q2: 51,968 shares; 2025Q3: 52,730 shares; 2025Q4: 53,971 shares; 2026Q1: 53,672 shares 53,672 $6.67M 0.49% -299 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: 21,303 shares; 2024Q4: 21,131 shares; 2025Q1: 22,157 shares; 2025Q2: 26,096 shares; 2025Q3: 22,571 shares; 2025Q4: 22,148 shares; 2026Q1: 22,832 shares 22,832 $6.57M 0.48% +684 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,212 shares; 2024Q4: 108,788 shares; 2025Q1: 111,680 shares; 2025Q2: 112,643 shares; 2025Q3: 119,721 shares; 2025Q4: 123,409 shares; 2026Q1: 129,696 shares 129,696 $6.53M 0.48% +6,287 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,308 shares; 2024Q4: 53,508 shares; 2025Q1: 105,079 shares; 2025Q2: 117,845 shares; 2025Q3: not reported; 2025Q4: 135,215 shares; 2026Q1: 124,933 shares 124,933 $6.22M 0.45% -10,282 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,562 shares; 2024Q4: 62,258 shares; 2025Q1: 64,893 shares; 2025Q2: 68,853 shares; 2025Q3: 66,648 shares; 2025Q4: 70,806 shares; 2026Q1: 73,930 shares 73,930 $6.06M 0.44% +3,124 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: 15,108 shares; 2024Q4: 15,189 shares; 2025Q1: 16,115 shares; 2025Q2: 16,765 shares; 2025Q3: 17,131 shares; 2025Q4: 17,251 shares; 2026Q1: 19,433 shares 19,433 $5.87M 0.43% +2,182 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: 59,090 shares; 2024Q4: 58,715 shares; 2025Q1: 58,967 shares; 2025Q2: 59,160 shares; 2025Q3: 59,097 shares; 2025Q4: 66,279 shares; 2026Q1: 66,263 shares 66,263 $5.82M 0.42% -16 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,978 shares; 2024Q4: 52,756 shares; 2025Q1: 109,277 shares; 2025Q2: 146,414 shares; 2025Q3: 165,278 shares; 2025Q4: 173,188 shares; 2026Q1: 169,228 shares 169,228 $5.66M 0.41% -3,960 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,844 shares; 2024Q4: 200,570 shares; 2025Q1: 211,337 shares; 2025Q2: 214,136 shares; 2025Q3: 205,706 shares; 2025Q4: 206,993 shares; 2026Q1: 201,622 shares 201,622 $5.66M 0.41% -5,371 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,030 shares; 2024Q4: 48,564 shares; 2025Q1: 50,135 shares; 2025Q2: 52,200 shares; 2025Q3: 53,292 shares; 2025Q4: 52,278 shares; 2026Q1: 53,131 shares 53,131 $5.63M 0.41% +853 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: 16,487 shares; 2024Q4: 18,069 shares; 2025Q1: 22,526 shares; 2025Q2: 24,410 shares; 2025Q3: 24,551 shares; 2025Q4: 24,213 shares; 2026Q1: 27,572 shares 27,572 $5.61M 0.41% +3,359 Timeline DCOR 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: 99,386 shares; 2024Q4: 94,625 shares; 2025Q1: 89,840 shares; 2025Q2: 88,522 shares; 2025Q3: 82,290 shares; 2025Q4: 81,134 shares; 2026Q1: 76,708 shares 76,708 $5.53M 0.4% -4,426 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: 31,190 shares; 2024Q4: 31,484 shares; 2025Q1: 32,198 shares; 2025Q2: 33,406 shares; 2025Q3: 34,084 shares; 2025Q4: 35,240 shares; 2026Q1: 37,326 shares 37,326 $5.53M 0.4% +2,086 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: 32,905 shares; 2024Q4: 33,147 shares; 2025Q1: 37,709 shares; 2025Q2: 39,320 shares; 2025Q3: 36,369 shares; 2025Q4: 37,295 shares; 2026Q1: 37,813 shares 37,813 $5.46M 0.4% +518 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,891 shares; 2024Q4: 97,988 shares; 2025Q1: 153,557 shares; 2025Q2: 172,992 shares; 2025Q3: 189,325 shares; 2025Q4: 205,347 shares; 2026Q1: 235,512 shares 235,512 $5.4M 0.39% +30,165 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: 22,246 shares; 2024Q4: 21,177 shares; 2025Q1: 23,316 shares; 2025Q2: 23,676 shares; 2025Q3: 23,609 shares; 2025Q4: 24,456 shares; 2026Q1: 25,916 shares 25,916 $5.36M 0.39% +1,460 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: 23,426 shares; 2024Q4: 23,277 shares; 2025Q1: 26,520 shares; 2025Q2: 26,689 shares; 2025Q3: 23,632 shares; 2025Q4: 23,501 shares; 2026Q1: 22,057 shares 22,057 $5.21M 0.38% -1,444 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,822 shares; 2024Q4: 61,842 shares; 2025Q1: 61,904 shares; 2025Q2: 62,100 shares; 2025Q3: 62,274 shares; 2025Q4: 62,992 shares; 2026Q1: 63,093 shares 63,093 $4.94M 0.36% +101 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: 12,516 shares; 2024Q4: 11,276 shares; 2025Q1: 11,058 shares; 2025Q2: 10,789 shares; 2025Q3: 10,668 shares; 2025Q4: 21,320 shares; 2026Q1: 80,536 shares 80,536 $4.93M 0.36% +59,216 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: 18,676 shares; 2024Q4: 18,321 shares; 2025Q1: 20,444 shares; 2025Q2: 19,540 shares; 2025Q3: 19,941 shares; 2025Q4: 20,657 shares; 2026Q1: 19,659 shares 19,659 $4.77M 0.35% -998 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,495 shares; 2024Q4: 74,139 shares; 2025Q1: 137,672 shares; 2025Q2: 148,096 shares; 2025Q3: 177,798 shares; 2025Q4: 182,320 shares; 2026Q1: 186,335 shares 186,335 $4.76M 0.35% +4,015 Timeline MOAT 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: 43,208 shares; 2024Q4: 44,284 shares; 2025Q1: 44,961 shares; 2025Q2: 47,978 shares; 2025Q3: 48,598 shares; 2025Q4: 48,458 shares; 2026Q1: 48,805 shares 48,805 $4.72M 0.34% +347 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 37,870 shares; 2025Q1: 62,895 shares; 2025Q2: 72,460 shares; 2025Q3: 139,748 shares; 2025Q4: 156,812 shares; 2026Q1: 92,696 shares 92,696 $4.67M 0.34% -64,116 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: 99,627 shares; 2024Q4: 101,941 shares; 2025Q1: 103,750 shares; 2025Q2: 104,715 shares; 2025Q3: 102,900 shares; 2025Q4: 101,217 shares; 2026Q1: 92,793 shares 92,793 $4.52M 0.33% -8,424 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: 40,654 shares; 2024Q4: 117,791 shares; 2025Q1: 116,401 shares; 2025Q2: 111,646 shares; 2025Q3: 113,952 shares; 2025Q4: 138,503 shares; 2026Q1: 146,496 shares 146,496 $4.49M 0.33% +7,993 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,351 shares; 2024Q4: 90,609 shares; 2025Q1: 91,330 shares; 2025Q2: 91,062 shares; 2025Q3: 68,757 shares; 2025Q4: 70,517 shares; 2026Q1: 74,890 shares 74,890 $4.46M 0.33% +4,373 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,028 shares; 2024Q4: 56,307 shares; 2025Q1: 63,251 shares; 2025Q2: 89,271 shares; 2025Q3: 91,571 shares; 2025Q4: 104,727 shares; 2026Q1: 124,856 shares 124,856 $4.44M 0.32% +20,129 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 21,336 shares; 2025Q4: 44,368 shares; 2026Q1: 69,010 shares 69,010 $4.41M 0.32% +24,642 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: 17,412 shares; 2024Q4: 29,797 shares; 2025Q1: 49,245 shares; 2025Q2: 55,181 shares; 2025Q3: 49,692 shares; 2025Q4: 52,136 shares; 2026Q1: 57,609 shares 57,609 $4.41M 0.32% +5,473 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: 111,137 shares; 2024Q4: 105,728 shares; 2025Q1: 104,082 shares; 2025Q2: 102,907 shares; 2025Q3: 103,697 shares; 2025Q4: 102,680 shares; 2026Q1: 102,649 shares 102,649 $4.39M 0.32% -31 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: 248,602 shares; 2024Q4: 250,434 shares; 2025Q1: 99,538 shares; 2025Q2: 94,544 shares; 2025Q3: 91,945 shares; 2025Q4: 95,573 shares; 2026Q1: 93,216 shares 93,216 $4.29M 0.31% -2,357 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,958 shares; 2025Q2: 181,346 shares; 2025Q3: 183,441 shares; 2025Q4: 205,300 shares; 2026Q1: 248,816 shares 248,816 $4.26M 0.31% +43,516 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,548 shares; 2024Q4: 79,892 shares; 2025Q1: 96,981 shares; 2025Q2: 105,061 shares; 2025Q3: 105,470 shares; 2025Q4: 111,016 shares; 2026Q1: 114,274 shares 114,274 $4.2M 0.31% +3,258 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: 13,402 shares; 2024Q4: 20,005 shares; 2025Q1: 33,696 shares; 2025Q2: 45,616 shares; 2025Q3: 39,218 shares; 2025Q4: 42,309 shares; 2026Q1: 42,630 shares 42,630 $4.19M 0.31% +321 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,834 shares; 2024Q4: 49,049 shares; 2025Q1: 70,576 shares; 2025Q2: 78,486 shares; 2025Q3: 73,237 shares; 2025Q4: 73,351 shares; 2026Q1: 75,422 shares 75,422 $4.19M 0.31% +2,071 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: 64,001 shares; 2024Q4: 68,554 shares; 2025Q1: 72,884 shares; 2025Q2: 75,651 shares; 2025Q3: 76,502 shares; 2025Q4: 79,822 shares; 2026Q1: 83,215 shares 83,215 $4.18M 0.3% +3,393 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: 5,059 shares; 2024Q4: 5,830 shares; 2025Q1: 6,666 shares; 2025Q2: 6,691 shares; 2025Q3: 5,725 shares; 2025Q4: 5,688 shares; 2026Q1: 6,859 shares 6,859 $4.15M 0.3% +1,171 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,832 shares; 2024Q4: 113,657 shares; 2025Q1: 112,088 shares; 2025Q2: 109,865 shares; 2025Q3: not reported; 2025Q4: 101,859 shares; 2026Q1: 97,329 shares 97,329 $4.14M 0.3% -4,530 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: 3,882 shares; 2024Q4: 4,449 shares; 2025Q1: 4,533 shares; 2025Q2: 4,740 shares; 2025Q3: 5,625 shares; 2025Q4: 6,311 shares; 2026Q1: 6,680 shares 6,680 $3.99M 0.29% +369 Timeline SPMD 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: 131,891 shares; 2024Q4: 130,957 shares; 2025Q1: 139,634 shares; 2025Q2: 46,569 shares; 2025Q3: 58,346 shares; 2025Q4: 57,440 shares; 2026Q1: 65,850 shares 65,850 $3.9M 0.28% +8,410 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: 5,008 shares; 2024Q4: 5,024 shares; 2025Q1: 5,384 shares; 2025Q2: 5,716 shares; 2025Q3: 5,545 shares; 2025Q4: 5,473 shares; 2026Q1: 5,484 shares 5,484 $3.89M 0.28% +11 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: 11,857 shares; 2024Q4: 11,508 shares; 2025Q1: 11,609 shares; 2025Q2: 11,693 shares; 2025Q3: 11,914 shares; 2025Q4: 12,123 shares; 2026Q1: 11,726 shares 11,726 $3.86M 0.28% -397 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,443 shares; 2026Q1: 228,397 shares 228,397 $3.79M 0.28% +4,954 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: 57,358 shares; 2024Q4: 57,370 shares; 2025Q1: 60,526 shares; 2025Q2: 58,635 shares; 2025Q3: 58,609 shares; 2025Q4: 58,621 shares; 2026Q1: 60,612 shares 60,612 $3.75M 0.27% +1,991 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,923 shares; 2025Q1: 15,324 shares; 2025Q2: 16,432 shares; 2025Q3: 17,059 shares; 2025Q4: 17,741 shares; 2026Q1: 18,536 shares 18,536 $3.67M 0.27% +795 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: 23,902 shares; 2024Q4: 24,408 shares; 2025Q1: 23,903 shares; 2025Q2: 22,025 shares; 2025Q3: 21,158 shares; 2025Q4: 23,084 shares; 2026Q1: 24,818 shares 24,818 $3.64M 0.27% +1,734 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: 9,869 shares; 2024Q4: 10,026 shares; 2025Q1: 10,515 shares; 2025Q2: 10,608 shares; 2025Q3: 10,246 shares; 2025Q4: 10,363 shares; 2026Q1: 10,287 shares 10,287 $3.62M 0.26% -76 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: 8,053 shares; 2024Q4: 7,291 shares; 2025Q1: 8,416 shares; 2025Q2: 10,340 shares; 2025Q3: 9,403 shares; 2025Q4: 9,451 shares; 2026Q1: 9,550 shares 9,550 $3.55M 0.26% +99 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,212 shares; 2024Q4: 60,611 shares; 2025Q1: 62,406 shares; 2025Q2: 60,706 shares; 2025Q3: 61,968 shares; 2025Q4: 65,211 shares; 2026Q1: 64,696 shares 64,696 $3.5M 0.26% -515 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: 20,679 shares; 2024Q4: 19,580 shares; 2025Q1: 20,853 shares; 2025Q2: 20,795 shares; 2025Q3: 19,531 shares; 2025Q4: 19,747 shares; 2026Q1: 21,092 shares 21,092 $3.49M 0.25% +1,345 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 9,415 shares; 2025Q1: 22,887 shares; 2025Q2: 30,561 shares; 2025Q3: 42,341 shares; 2025Q4: 53,517 shares; 2026Q1: 72,459 shares 72,459 $3.48M 0.25% +18,942 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: 24,790 shares; 2024Q4: 25,300 shares; 2025Q1: 28,611 shares; 2025Q2: 28,690 shares; 2025Q3: 28,415 shares; 2025Q4: 27,972 shares; 2026Q1: 28,524 shares 28,524 $3.43M 0.25% +552 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,681 shares; 2025Q1: 10,507 shares; 2025Q2: 12,503 shares; 2025Q3: 63,640 shares; 2025Q4: 65,425 shares; 2026Q1: 64,057 shares 64,057 $3.42M 0.25% -1,368 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: 18,273 shares; 2024Q4: 18,528 shares; 2025Q1: 21,447 shares; 2025Q2: 21,421 shares; 2025Q3: 21,407 shares; 2025Q4: 21,352 shares; 2026Q1: 21,003 shares 21,003 $3.4M 0.25% -349 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 6,252 shares; 2025Q1: 23,695 shares; 2025Q2: 25,973 shares; 2025Q3: 50,425 shares; 2025Q4: 53,034 shares; 2026Q1: 52,815 shares 52,815 $3.4M 0.25% -219 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: 13,056 shares; 2024Q4: 12,264 shares; 2025Q1: 24,550 shares; 2025Q2: 30,541 shares; 2025Q3: 24,214 shares; 2025Q4: 23,832 shares; 2026Q1: 23,008 shares 23,008 $3.37M 0.25% -824 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: 43,080 shares; 2024Q4: 45,407 shares; 2025Q1: 45,973 shares; 2025Q2: 46,840 shares; 2025Q3: 46,474 shares; 2025Q4: 48,613 shares; 2026Q1: 50,891 shares 50,891 $3.36M 0.24% +2,278 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 4,343 shares; 2025Q1: 4,479 shares; 2025Q2: 7,469 shares; 2025Q3: 9,559 shares; 2025Q4: 9,598 shares; 2026Q1: 12,265 shares 12,265 $3.32M 0.24% +2,667 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,953 shares; 2025Q1: 15,317 shares; 2025Q2: 23,734 shares; 2025Q3: 37,672 shares; 2025Q4: 39,317 shares; 2026Q1: 38,579 shares 38,579 $3.28M 0.24% -738 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,245 shares; 2024Q4: 75,742 shares; 2025Q1: 73,753 shares; 2025Q2: 73,600 shares; 2025Q3: 74,664 shares; 2025Q4: 75,668 shares; 2026Q1: 65,302 shares 65,302 $3.24M 0.24% -10,366 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,654 shares; 2024Q4: 66,752 shares; 2025Q1: 63,759 shares; 2025Q2: 67,898 shares; 2025Q3: 92,496 shares; 2025Q4: 95,208 shares; 2026Q1: 73,426 shares 73,426 $2.9M 0.21% -21,782 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: 29,636 shares; 2024Q4: 29,736 shares; 2025Q1: 30,854 shares; 2025Q2: 31,085 shares; 2025Q3: 30,869 shares; 2025Q4: 29,455 shares; 2026Q1: 30,955 shares 30,955 $2.87M 0.21% +1,500 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: 14,903 shares; 2024Q4: 14,819 shares; 2025Q1: 31,646 shares; 2025Q2: 31,385 shares; 2025Q3: 30,858 shares; 2025Q4: 30,719 shares; 2026Q1: 27,881 shares 27,881 $2.86M 0.21% -2,838 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: 9,128 shares; 2024Q4: 9,310 shares; 2025Q1: 12,031 shares; 2025Q2: 21,900 shares; 2025Q3: 18,189 shares; 2025Q4: 18,543 shares; 2026Q1: 18,246 shares 18,246 $2.83M 0.21% -297 Timeline DFAI 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: 85,185 shares; 2024Q4: 84,860 shares; 2025Q1: 93,098 shares; 2025Q2: 94,586 shares; 2025Q3: 93,198 shares; 2025Q4: 74,766 shares; 2026Q1: 72,552 shares 72,552 $2.83M 0.21% -2,214 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: 34,397 shares; 2024Q4: 42,468 shares; 2025Q1: 46,395 shares; 2025Q2: 46,624 shares; 2025Q3: 48,248 shares; 2025Q4: 50,957 shares; 2026Q1: 46,193 shares 46,193 $2.83M 0.21% -4,764 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: 15,103 shares; 2024Q4: 15,152 shares; 2025Q1: 9,446 shares; 2025Q2: 10,573 shares; 2025Q3: 10,601 shares; 2025Q4: 21,234 shares; 2026Q1: 21,238 shares 21,238 $2.82M 0.21% +4 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,927 shares; 2024Q4: 77,717 shares; 2025Q1: 94,182 shares; 2025Q2: 104,531 shares; 2025Q3: 111,808 shares; 2025Q4: 115,424 shares; 2026Q1: 122,626 shares 122,626 $2.81M 0.21% +7,202 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: 36,316 shares; 2024Q4: 37,397 shares; 2025Q1: 39,241 shares; 2025Q2: 38,557 shares; 2025Q3: 38,999 shares; 2025Q4: 38,739 shares; 2026Q1: 36,629 shares 36,629 $2.79M 0.2% -2,110 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: 2,683 shares; 2024Q4: 2,562 shares; 2025Q1: 3,118 shares; 2025Q2: 3,504 shares; 2025Q3: 2,953 shares; 2025Q4: 2,834 shares; 2026Q1: 2,792 shares 2,792 $2.78M 0.2% -42 Timeline QDPL 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: 1,155 shares; 2024Q4: 1,937 shares; 2025Q1: 43,187 shares; 2025Q2: 45,629 shares; 2025Q3: 49,308 shares; 2025Q4: 65,787 shares; 2026Q1: 68,319 shares 68,319 $2.74M 0.2% +2,532 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: 31,887 shares; 2024Q4: 31,330 shares; 2025Q1: 30,752 shares; 2025Q2: 30,609 shares; 2025Q3: 30,143 shares; 2025Q4: 29,725 shares; 2026Q1: 28,771 shares 28,771 $2.7M 0.2% -954 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,478 shares; 2025Q2: 51,323 shares; 2025Q3: 64,892 shares; 2025Q4: 80,432 shares; 2026Q1: 79,574 shares 79,574 $2.7M 0.2% -858 Timeline DFUV 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: 10,815 shares; 2024Q4: 10,951 shares; 2025Q1: 20,951 shares; 2025Q2: 26,750 shares; 2025Q3: 28,559 shares; 2025Q4: 53,267 shares; 2026Q1: 53,470 shares 53,470 $2.59M 0.19% +203 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: 1,491 shares; 2024Q4: 1,618 shares; 2025Q1: 1,692 shares; 2025Q2: 2,966 shares; 2025Q3: 3,044 shares; 2025Q4: 3,026 shares; 2026Q1: 3,056 shares 3,056 $2.59M 0.19% +30 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: 10,270 shares; 2024Q4: 10,373 shares; 2025Q1: 10,820 shares; 2025Q2: 10,949 shares; 2025Q3: 10,882 shares; 2025Q4: 10,842 shares; 2026Q1: 10,726 shares 10,726 $2.57M 0.19% -116 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: 9,562 shares; 2024Q4: 11,118 shares; 2025Q1: 12,139 shares; 2025Q2: 11,504 shares; 2025Q3: 11,428 shares; 2025Q4: 11,591 shares; 2026Q1: 11,722 shares 11,722 $2.52M 0.18% +131 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: 23,810 shares; 2024Q4: 21,676 shares; 2025Q1: 47,414 shares; 2025Q2: 56,248 shares; 2025Q3: 55,399 shares; 2025Q4: 56,459 shares; 2026Q1: 53,635 shares 53,635 $2.52M 0.18% -2,824 Timeline SSO 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: 9,421 shares; 2024Q4: 9,782 shares; 2025Q1: 19,138 shares; 2025Q2: 171,543 shares; 2025Q3: 162,119 shares; 2025Q4: 222,712 shares; 2026Q1: 47,388 shares 47,388 $2.46M 0.18% -175,324 Timeline PDP 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: 20,121 shares; 2024Q4: 20,121 shares; 2025Q1: 20,121 shares; 2025Q2: 20,121 shares; 2025Q3: 20,230 shares; 2025Q4: 20,139 shares; 2026Q1: 20,139 shares 20,139 $2.43M 0.18% 0 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: 6,929 shares; 2024Q4: 7,059 shares; 2025Q1: 9,852 shares; 2025Q2: 10,071 shares; 2025Q3: 10,495 shares; 2025Q4: 10,965 shares; 2026Q1: 10,730 shares 10,730 $2.43M 0.18% -235 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: 14,120 shares; 2024Q4: 14,472 shares; 2025Q1: 14,666 shares; 2025Q2: 15,089 shares; 2025Q3: 15,184 shares; 2025Q4: 14,602 shares; 2026Q1: 14,677 shares 14,677 $2.42M 0.18% +75 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,712 shares; 2024Q4: 21,905 shares; 2025Q1: 23,504 shares; 2025Q2: 22,627 shares; 2025Q3: 23,475 shares; 2025Q4: 21,015 shares; 2026Q1: 20,341 shares 20,341 $2.41M 0.18% -674 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,784 shares; 2025Q1: 6,102 shares; 2025Q2: 6,107 shares; 2025Q3: 3,363 shares; 2025Q4: 10,578 shares; 2026Q1: 48,405 shares 48,405 $2.41M 0.18% +37,827 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 reported; 2024Q4: not reported; 2025Q1: 44,332 shares; 2025Q2: 48,175 shares; 2025Q3: 46,361 shares; 2025Q4: 47,523 shares; 2026Q1: 45,896 shares 45,896 $2.41M 0.18% -1,627 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: 7,740 shares; 2024Q4: 7,773 shares; 2025Q1: 7,725 shares; 2025Q2: 7,700 shares; 2025Q3: 7,706 shares; 2025Q4: 7,853 shares; 2026Q1: 7,733 shares 7,733 $2.4M 0.18% -120 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: 32,954 shares; 2024Q4: 35,561 shares; 2025Q1: 32,717 shares; 2025Q2: 32,276 shares; 2025Q3: 29,775 shares; 2025Q4: 29,707 shares; 2026Q1: 30,778 shares 30,778 $2.37M 0.17% +1,071 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,572 shares 71,572 $2.36M 0.17% new 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: 20,139 shares; 2024Q4: 20,139 shares; 2025Q1: 28,911 shares; 2025Q2: 30,160 shares; 2025Q3: 31,691 shares; 2025Q4: 34,485 shares; 2026Q1: 37,590 shares 37,590 $2.36M 0.17% +3,105 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: 20,864 shares; 2024Q4: 20,415 shares; 2025Q1: 21,067 shares; 2025Q2: 21,173 shares; 2025Q3: 21,373 shares; 2025Q4: 21,457 shares; 2026Q1: 24,250 shares 24,250 $2.34M 0.17% +2,793 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,274 shares; 2024Q4: 132,757 shares; 2025Q1: 133,891 shares; 2025Q2: 129,312 shares; 2025Q3: 125,128 shares; 2025Q4: 128,074 shares; 2026Q1: 130,062 shares 130,062 $2.31M 0.17% +1,988 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,928 shares; 2024Q4: 22,693 shares; 2025Q1: 22,581 shares; 2025Q2: 22,581 shares; 2025Q3: 28,536 shares; 2025Q4: 28,241 shares; 2026Q1: 21,742 shares 21,742 $2.3M 0.17% -6,499 Timeline MDIV 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: 246,188 shares; 2024Q4: 229,564 shares; 2025Q1: 218,529 shares; 2025Q2: 200,879 shares; 2025Q3: 181,460 shares; 2025Q4: 168,535 shares; 2026Q1: 141,120 shares 141,120 $2.28M 0.17% -27,415 Timeline KNG 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: 84,708 shares; 2024Q4: 52,681 shares; 2025Q1: 53,792 shares; 2025Q2: 58,913 shares; 2025Q3: 58,132 shares; 2025Q4: 47,393 shares; 2026Q1: 46,661 shares 46,661 $2.27M 0.17% -732 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: 6,757 shares; 2024Q4: 6,454 shares; 2025Q1: 9,147 shares; 2025Q2: 8,604 shares; 2025Q3: 8,779 shares; 2025Q4: 9,014 shares; 2026Q1: 7,960 shares 7,960 $2.26M 0.16% -1,054 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,007 shares; 2025Q1: 3,972 shares; 2025Q2: 3,961 shares; 2025Q3: 3,888 shares; 2025Q4: 3,758 shares; 2026Q1: 3,608 shares 3,608 $2.23M 0.16% -150 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: 1,709 shares; 2024Q4: 1,692 shares; 2025Q1: 1,648 shares; 2025Q2: 1,679 shares; 2025Q3: 1,952 shares; 2025Q4: 21,233 shares; 2026Q1: 23,019 shares 23,019 $2.21M 0.16% +1,786 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,641 shares; 2024Q4: 65,161 shares; 2025Q1: 72,865 shares; 2025Q2: 70,142 shares; 2025Q3: 71,236 shares; 2025Q4: 73,910 shares; 2026Q1: 74,880 shares 74,880 $2.18M 0.16% +970 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: 4,691 shares; 2024Q4: 4,648 shares; 2025Q1: 5,459 shares; 2025Q2: 5,895 shares; 2025Q3: 5,945 shares; 2025Q4: 5,935 shares; 2026Q1: 6,087 shares 6,087 $2.18M 0.16% +152 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 5,803 shares; 2025Q1: 8,653 shares; 2025Q2: 21,002 shares; 2025Q3: 35,547 shares; 2025Q4: 41,900 shares; 2026Q1: 48,718 shares 48,718 $2.17M 0.16% +6,818 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: 81,807 shares; 2024Q4: 75,874 shares; 2025Q1: 72,656 shares; 2025Q2: 72,822 shares; 2025Q3: 72,358 shares; 2025Q4: 72,762 shares; 2026Q1: 74,728 shares 74,728 $2.17M 0.16% +1,966 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: 1,532 shares; 2024Q4: 1,460 shares; 2025Q1: 2,064 shares; 2025Q2: 2,041 shares; 2025Q3: 2,190 shares; 2025Q4: 2,547 shares; 2026Q1: 2,468 shares 2,468 $2.15M 0.16% -79 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: 48,219 shares; 2024Q4: 48,431 shares; 2025Q1: 49,809 shares; 2025Q2: 51,273 shares; 2025Q3: 49,759 shares; 2025Q4: 51,672 shares; 2026Q1: 56,060 shares 56,060 $2.12M 0.15% +4,388 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,993 shares; 2025Q2: 91,337 shares; 2025Q3: 63,704 shares; 2025Q4: 65,077 shares; 2026Q1: 100,806 shares 100,806 $2.12M 0.15% +35,729 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,866 shares; 2024Q4: 45,250 shares; 2025Q1: 38,707 shares; 2025Q2: 25,282 shares; 2025Q3: 24,832 shares; 2025Q4: 27,206 shares; 2026Q1: 30,955 shares 30,955 $2.11M 0.15% +3,749 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: 2,536 shares; 2024Q4: 8,496 shares; 2025Q1: 42,642 shares; 2025Q2: 41,932 shares; 2025Q3: 32,807 shares; 2025Q4: 41,526 shares; 2026Q1: 44,926 shares 44,926 $2.08M 0.15% +3,400 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,620 shares; 2024Q4: 37,335 shares; 2025Q1: 42,608 shares; 2025Q2: 43,987 shares; 2025Q3: 44,206 shares; 2025Q4: 44,152 shares; 2026Q1: 45,119 shares 45,119 $2.04M 0.15% +967 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: 5,826 shares; 2024Q4: 6,709 shares; 2025Q1: 9,972 shares; 2025Q2: 16,246 shares; 2025Q3: 24,489 shares; 2025Q4: 38,570 shares; 2026Q1: 50,565 shares 50,565 $2.03M 0.15% +11,995 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: 3,312 shares; 2024Q4: 3,788 shares; 2025Q1: 4,226 shares; 2025Q2: 4,326 shares; 2025Q3: 3,969 shares; 2025Q4: 3,930 shares; 2026Q1: 6,004 shares 6,004 $2.03M 0.15% +2,074 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,692 shares; 2025Q4: 111,879 shares; 2026Q1: 160,663 shares 160,663 $2.01M 0.15% +48,784 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: 12,110 shares; 2024Q4: 13,504 shares; 2025Q1: 14,914 shares; 2025Q2: 15,086 shares; 2025Q3: 16,302 shares; 2025Q4: 34,330 shares; 2026Q1: 32,770 shares 32,770 $1.99M 0.14% -1,560 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: 22,210 shares; 2024Q4: 22,039 shares; 2025Q1: 21,334 shares; 2025Q2: 21,374 shares; 2025Q3: 21,454 shares; 2025Q4: 22,683 shares; 2026Q1: 20,997 shares 20,997 $1.95M 0.14% -1,686 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,436 shares; 2024Q4: 25,560 shares; 2025Q1: 26,439 shares; 2025Q2: 27,446 shares; 2025Q3: 28,779 shares; 2025Q4: 30,136 shares; 2026Q1: 32,942 shares 32,942 $1.95M 0.14% +2,806 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 16,203 shares; 2025Q1: 37,765 shares; 2025Q2: 42,341 shares; 2025Q3: 47,323 shares; 2025Q4: 52,488 shares; 2026Q1: 58,972 shares 58,972 $1.94M 0.14% +6,484 Timeline MISL 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: 6,938 shares; 2024Q4: 6,938 shares; 2025Q1: 35,313 shares; 2025Q2: 37,648 shares; 2025Q3: 39,333 shares; 2025Q4: 40,178 shares; 2026Q1: 42,876 shares 42,876 $1.92M 0.14% +2,698 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: 18,543 shares; 2024Q4: 18,587 shares; 2025Q1: 18,873 shares; 2025Q2: 19,152 shares; 2025Q3: 20,040 shares; 2025Q4: 20,825 shares; 2026Q1: 20,605 shares 20,605 $1.91M 0.14% -220 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: 3,116 shares; 2024Q4: 3,135 shares; 2025Q1: 3,145 shares; 2025Q2: 3,644 shares; 2025Q3: 3,767 shares; 2025Q4: 3,923 shares; 2026Q1: 3,752 shares 3,752 $1.87M 0.14% -171 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: 24,547 shares; 2024Q4: 20,960 shares; 2025Q1: 22,045 shares; 2025Q2: 21,506 shares; 2025Q3: 32,417 shares; 2025Q4: 32,374 shares; 2026Q1: 24,060 shares 24,060 $1.87M 0.14% -8,314 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 21,173 shares; 2025Q1: 44,082 shares; 2025Q2: 46,800 shares; 2025Q3: 43,842 shares; 2025Q4: 44,019 shares; 2026Q1: 29,347 shares 29,347 $1.84M 0.13% -14,672 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,475 shares; 2024Q4: 65,631 shares; 2025Q1: 74,163 shares; 2025Q2: 84,524 shares; 2025Q3: 92,082 shares; 2025Q4: 100,180 shares; 2026Q1: 105,120 shares 105,120 $1.83M 0.13% +4,940 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,813 shares; 2025Q1: 1,886 shares; 2025Q2: 1,909 shares; 2025Q3: 1,816 shares; 2025Q4: 1,896 shares; 2026Q1: 1,902 shares 1,902 $1.83M 0.13% +6 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: 8,649 shares; 2024Q4: 8,519 shares; 2025Q1: 8,573 shares; 2025Q2: 8,452 shares; 2025Q3: 8,580 shares; 2025Q4: 9,103 shares; 2026Q1: 9,393 shares 9,393 $1.81M 0.13% +290 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,081 shares; 2024Q4: 54,759 shares; 2025Q1: 65,396 shares; 2025Q2: 71,906 shares; 2025Q3: 81,560 shares; 2025Q4: 85,764 shares; 2026Q1: 90,462 shares 90,462 $1.8M 0.13% +4,698 Timeline DOGG 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: 28,565 shares; 2024Q4: 33,654 shares; 2025Q1: 45,899 shares; 2025Q2: 59,051 shares; 2025Q3: 68,017 shares; 2025Q4: 75,441 shares; 2026Q1: 81,845 shares 81,845 $1.78M 0.13% +6,404 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,002 shares; 2024Q4: 116,122 shares; 2025Q1: 163,663 shares; 2025Q2: 26,179 shares; 2025Q3: 24,567 shares; 2025Q4: 24,035 shares; 2026Q1: 23,643 shares 23,643 $1.78M 0.13% -392 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,716 shares; 2025Q1: 6,146 shares; 2025Q2: 7,051 shares; 2025Q3: 17,280 shares; 2025Q4: 18,201 shares; 2026Q1: 13,294 shares 13,294 $1.77M 0.13% -4,907 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,177 shares; 2024Q4: 64,569 shares; 2025Q1: 69,713 shares; 2025Q2: 58,565 shares; 2025Q3: 52,099 shares; 2025Q4: 51,230 shares; 2026Q1: 49,352 shares 49,352 $1.75M 0.13% -1,878 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: 49,892 shares; 2024Q4: 48,298 shares; 2025Q1: 47,761 shares; 2025Q2: 47,357 shares; 2025Q3: 46,088 shares; 2025Q4: 43,463 shares; 2026Q1: 42,169 shares 42,169 $1.71M 0.12% -1,294 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: 974 shares; 2024Q4: 1,040 shares; 2025Q1: 1,230 shares; 2025Q2: 1,223 shares; 2025Q3: 1,213 shares; 2025Q4: 1,220 shares; 2026Q1: 1,152 shares 1,152 $1.7M 0.12% -68 Timeline UWM 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 38,100 shares; 2025Q4: 37,956 shares; 2026Q1: 36,198 shares 36,198 $1.69M 0.12% -1,758 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,296 shares; 2025Q1: 2,464 shares; 2025Q2: 2,467 shares; 2025Q3: 1,453 shares; 2025Q4: 1,421 shares; 2026Q1: 2,465 shares 2,465 $1.68M 0.12% +1,044 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: 2,083 shares; 2024Q4: 3,177 shares; 2025Q1: 3,139 shares; 2025Q2: 3,289 shares; 2025Q3: 3,389 shares; 2025Q4: 2,288 shares; 2026Q1: 4,877 shares 4,877 $1.65M 0.12% +2,589 Timeline SPIB 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: 9,475 shares; 2024Q4: 23,874 shares; 2025Q1: 25,792 shares; 2025Q2: 26,954 shares; 2025Q3: 25,519 shares; 2025Q4: 38,793 shares; 2026Q1: 47,800 shares 47,800 $1.6M 0.12% +9,007 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 1,940 shares; 2025Q1: 11,560 shares; 2025Q2: 23,990 shares; 2025Q3: 19,594 shares; 2025Q4: 23,353 shares; 2026Q1: 27,954 shares 27,954 $1.6M 0.12% +4,601 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: 60,313 shares; 2024Q4: 44,390 shares; 2025Q1: 47,484 shares; 2025Q2: 47,504 shares; 2025Q3: 44,120 shares; 2025Q4: 48,091 shares; 2026Q1: 47,339 shares 47,339 $1.59M 0.12% -752 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 21,102 shares; 2026Q1: 32,154 shares 32,154 $1.58M 0.12% +11,052 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: 9,233 shares; 2024Q4: 8,911 shares; 2025Q1: 9,720 shares; 2025Q2: 16,229 shares; 2025Q3: 18,132 shares; 2025Q4: 15,434 shares; 2026Q1: 14,142 shares 14,142 $1.57M 0.11% -1,292 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: 3,913 shares; 2024Q4: 3,719 shares; 2025Q1: 3,499 shares; 2025Q2: 3,473 shares; 2025Q3: 3,572 shares; 2025Q4: 3,695 shares; 2026Q1: 4,023 shares 4,023 $1.57M 0.11% +328 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: 5,607 shares; 2024Q4: 6,646 shares; 2025Q1: 7,878 shares; 2025Q2: 8,114 shares; 2025Q3: 8,444 shares; 2025Q4: 8,440 shares; 2026Q1: 4,542 shares 4,542 $1.55M 0.11% -3,898 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,261 shares; 2025Q4: 24,107 shares; 2026Q1: 31,113 shares 31,113 $1.54M 0.11% +7,006 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,182 shares; 2024Q4: 18,860 shares; 2025Q1: 18,860 shares; 2025Q2: 18,744 shares; 2025Q3: 18,411 shares; 2025Q4: 18,086 shares; 2026Q1: 17,704 shares 17,704 $1.53M 0.11% -382 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: 15,339 shares; 2024Q4: 11,280 shares; 2025Q1: 11,187 shares; 2025Q2: 11,187 shares; 2025Q3: 11,161 shares; 2025Q4: 11,071 shares; 2026Q1: 10,944 shares 10,944 $1.51M 0.11% -127 Timeline BSTP 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: 43,947 shares; 2024Q4: 43,838 shares; 2025Q1: 43,243 shares; 2025Q2: 35,464 shares; 2025Q3: 35,766 shares; 2025Q4: 36,294 shares; 2026Q1: 41,864 shares 41,864 $1.51M 0.11% +5,570 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,047 shares 7,047 $1.51M 0.11% new 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: 13,378 shares; 2024Q4: 13,262 shares; 2025Q1: 17,893 shares; 2025Q2: 15,638 shares; 2025Q3: 15,220 shares; 2025Q4: 15,119 shares; 2026Q1: 15,767 shares 15,767 $1.5M 0.11% +648 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: 3,726 shares; 2024Q4: 3,971 shares; 2025Q1: 4,063 shares; 2025Q2: 4,054 shares; 2025Q3: 6,517 shares; 2025Q4: 6,740 shares; 2026Q1: 7,520 shares 7,520 $1.5M 0.11% +780 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: 41,527 shares; 2024Q4: 39,886 shares; 2025Q1: 36,498 shares; 2025Q2: 31,065 shares; 2025Q3: 29,153 shares; 2025Q4: 32,570 shares; 2026Q1: 31,305 shares 31,305 $1.47M 0.11% -1,265 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 7,734 shares; 2025Q1: 10,947 shares; 2025Q2: 13,812 shares; 2025Q3: 15,738 shares; 2025Q4: 29,493 shares; 2026Q1: 31,670 shares 31,670 $1.46M 0.11% +2,177 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,013 shares; 2025Q2: 22,956 shares; 2025Q3: 22,958 shares; 2025Q4: 23,610 shares; 2026Q1: 19,907 shares 19,907 $1.45M 0.11% -3,703 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,610 shares; 2024Q4: 32,530 shares; 2025Q1: 58,303 shares; 2025Q2: 55,603 shares; 2025Q3: 57,759 shares; 2025Q4: 66,090 shares; 2026Q1: 76,690 shares 76,690 $1.44M 0.11% +10,600 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: 24,085 shares; 2024Q4: 24,555 shares; 2025Q1: 18,987 shares; 2025Q2: 15,383 shares; 2025Q3: 17,848 shares; 2025Q4: 15,853 shares; 2026Q1: 22,510 shares 22,510 $1.44M 0.11% +6,657 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.1% 0 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: 4,759 shares; 2024Q4: 4,665 shares; 2025Q1: 4,625 shares; 2025Q2: 4,587 shares; 2025Q3: 4,496 shares; 2025Q4: 4,267 shares; 2026Q1: 3,633 shares 3,633 $1.42M 0.1% -634 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: 4,025 shares; 2024Q4: 3,971 shares; 2025Q1: 3,420 shares; 2025Q2: 3,330 shares; 2025Q3: 3,193 shares; 2025Q4: 3,094 shares; 2026Q1: 3,070 shares 3,070 $1.42M 0.1% -24 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,936 shares; 2025Q3: 23,120 shares; 2025Q4: 28,387 shares; 2026Q1: 36,889 shares 36,889 $1.42M 0.1% +8,502 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: 12,911 shares; 2024Q4: 12,133 shares; 2025Q1: 12,412 shares; 2025Q2: 12,270 shares; 2025Q3: 11,134 shares; 2025Q4: 10,517 shares; 2026Q1: 10,993 shares 10,993 $1.42M 0.1% +476 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,042 shares; 2024Q4: 42,381 shares; 2025Q1: 45,480 shares; 2025Q2: 47,490 shares; 2025Q3: 49,257 shares; 2025Q4: 54,685 shares; 2026Q1: 58,689 shares 58,689 $1.41M 0.1% +4,004 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,243 shares; 2025Q1: 2,312 shares; 2025Q2: 2,322 shares; 2025Q3: 2,485 shares; 2025Q4: 2,567 shares; 2026Q1: 2,607 shares 2,607 $1.41M 0.1% +40 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 21,780 shares; 2025Q2: 25,910 shares; 2025Q3: 25,920 shares; 2025Q4: 25,845 shares; 2026Q1: 29,507 shares 29,507 $1.4M 0.1% +3,662 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 7,917 shares; 2025Q3: 14,128 shares; 2025Q4: 13,383 shares; 2026Q1: 14,034 shares 14,034 $1.39M 0.1% +651 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,360 shares; 2024Q4: 171,122 shares; 2025Q1: 174,629 shares; 2025Q2: 178,849 shares; 2025Q3: 182,249 shares; 2025Q4: 176,164 shares; 2026Q1: 19,714 shares 19,714 $1.38M 0.1% -156,450 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: 21,512 shares; 2024Q4: 21,043 shares; 2025Q1: 21,911 shares; 2025Q2: 22,094 shares; 2025Q3: 22,324 shares; 2025Q4: 22,453 shares; 2026Q1: 2,114 shares 2,114 $1.38M 0.1% -20,339 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: 16,842 shares; 2024Q4: 15,050 shares; 2025Q1: 15,022 shares; 2025Q2: 16,294 shares; 2025Q3: 16,446 shares; 2025Q4: 17,143 shares; 2026Q1: 17,227 shares 17,227 $1.37M 0.1% +84 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: 16,406 shares; 2024Q4: 16,258 shares; 2025Q1: 15,612 shares; 2025Q2: 15,786 shares; 2025Q3: 17,788 shares; 2025Q4: 17,849 shares; 2026Q1: 27,767 shares 27,767 $1.37M 0.1% +9,918 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 457 shares; 2025Q1: 441 shares; 2025Q2: 425 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 405 shares 405 $1.37M 0.1% -10 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,736 shares 3,736 $1.36M 0.1% +1 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: 13,980 shares; 2024Q4: 12,023 shares; 2025Q1: 13,318 shares; 2025Q2: 12,552 shares; 2025Q3: 12,204 shares; 2025Q4: 13,590 shares; 2026Q1: 14,039 shares 14,039 $1.35M 0.1% +449 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: 8,394 shares; 2024Q4: 8,512 shares; 2025Q1: 8,476 shares; 2025Q2: 10,381 shares; 2025Q3: 12,513 shares; 2025Q4: 12,702 shares; 2026Q1: 11,096 shares 11,096 $1.34M 0.1% -1,606 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,091 shares; 2025Q1: 8,197 shares; 2025Q2: 8,326 shares; 2025Q3: 8,039 shares; 2025Q4: 8,029 shares; 2026Q1: 8,093 shares 8,093 $1.34M 0.1% +64 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,400 shares; 2024Q4: 30,355 shares; 2025Q1: 27,585 shares; 2025Q2: 27,596 shares; 2025Q3: 26,958 shares; 2025Q4: 27,120 shares; 2026Q1: 26,445 shares 26,445 $1.34M 0.1% -675 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,230 shares; 2025Q4: 32,221 shares; 2026Q1: 32,506 shares 32,506 $1.32M 0.1% +285 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 8,237 shares; 2025Q1: 39,250 shares; 2025Q2: 47,967 shares; 2025Q3: 42,475 shares; 2025Q4: 58,968 shares; 2026Q1: 69,280 shares 69,280 $1.31M 0.1% +10,312 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: 3,645 shares; 2024Q4: 3,545 shares; 2025Q1: 3,540 shares; 2025Q2: 3,450 shares; 2025Q3: 3,452 shares; 2025Q4: 5,152 shares; 2026Q1: 14,226 shares 14,226 $1.31M 0.1% +9,074 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: 8,687 shares; 2024Q4: 8,778 shares; 2025Q1: 7,911 shares; 2025Q2: 7,903 shares; 2025Q3: 8,174 shares; 2025Q4: 8,150 shares; 2026Q1: 8,205 shares 8,205 $1.31M 0.1% +55 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,876 shares; 2025Q1: 3,720 shares; 2025Q2: 5,227 shares; 2025Q3: 5,405 shares; 2025Q4: 5,487 shares; 2026Q1: 5,113 shares 5,113 $1.3M 0.09% -374 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,059 shares; 2024Q4: 39,624 shares; 2025Q1: 44,940 shares; 2025Q2: 46,835 shares; 2025Q3: 46,329 shares; 2025Q4: 39,089 shares; 2026Q1: 38,182 shares 38,182 $1.29M 0.09% -907 Timeline LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,691 shares; 2025Q2: 15,680 shares; 2025Q3: 31,739 shares; 2025Q4: 49,029 shares; 2026Q1: 68,865 shares 68,865 $1.29M 0.09% +19,836 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,751 shares; 2024Q4: 21,593 shares; 2025Q1: 23,124 shares; 2025Q2: 21,263 shares; 2025Q3: 21,575 shares; 2025Q4: 21,453 shares; 2026Q1: 22,636 shares 22,636 $1.28M 0.09% +1,183 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 9,005 shares; 2025Q3: 23,165 shares; 2025Q4: 42,491 shares; 2026Q1: 66,132 shares 66,132 $1.27M 0.09% +23,641 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,868 shares; 2025Q1: 3,804 shares; 2025Q2: 3,858 shares; 2025Q3: 3,827 shares; 2025Q4: 3,681 shares; 2026Q1: 3,861 shares 3,861 $1.27M 0.09% +180 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,201 shares 37,201 $1.25M 0.09% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,511 shares 144,511 $1.25M 0.09% new Timeline AVES 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: 14,134 shares; 2024Q4: 14,892 shares; 2025Q1: 17,095 shares; 2025Q2: 17,260 shares; 2025Q3: 19,130 shares; 2025Q4: 19,441 shares; 2026Q1: 20,760 shares 20,760 $1.25M 0.09% +1,319 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: 4,640 shares; 2024Q4: 4,190 shares; 2025Q1: 3,978 shares; 2025Q2: 3,780 shares; 2025Q3: 3,148 shares; 2025Q4: 2,962 shares; 2026Q1: 2,783 shares 2,783 $1.24M 0.09% -179 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,150 shares; 2024Q4: 37,502 shares; 2025Q1: 37,310 shares; 2025Q2: 37,319 shares; 2025Q3: 34,628 shares; 2025Q4: 34,055 shares; 2026Q1: 34,525 shares 34,525 $1.23M 0.09% +470 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,808 shares; 2025Q1: 3,234 shares; 2025Q2: 3,199 shares; 2025Q3: 3,459 shares; 2025Q4: 9,640 shares; 2026Q1: 11,803 shares 11,803 $1.22M 0.09% +2,163 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,756 shares; 2024Q4: 25,671 shares; 2025Q1: 25,712 shares; 2025Q2: 27,432 shares; 2025Q3: 27,984 shares; 2025Q4: 27,952 shares; 2026Q1: 27,771 shares 27,771 $1.22M 0.09% -181 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: 45,604 shares; 2024Q4: 28,172 shares; 2025Q1: 22,973 shares; 2025Q2: 22,571 shares; 2025Q3: 26,863 shares; 2025Q4: 30,493 shares; 2026Q1: 27,238 shares 27,238 $1.2M 0.09% -3,255 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,165 shares; 2024Q4: 16,193 shares; 2025Q1: 17,111 shares; 2025Q2: 19,083 shares; 2025Q3: 22,194 shares; 2025Q4: 26,939 shares; 2026Q1: 29,312 shares 29,312 $1.2M 0.09% +2,373 Timeline KOCT 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: 60 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 35,937 shares; 2025Q4: 36,434 shares; 2026Q1: 35,029 shares 35,029 $1.19M 0.09% -1,405 Timeline SDVD 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: 10,548 shares; 2024Q4: 19,193 shares; 2025Q1: 28,043 shares; 2025Q2: 36,606 shares; 2025Q3: 43,184 shares; 2025Q4: 47,378 shares; 2026Q1: 54,622 shares 54,622 $1.19M 0.09% +7,244 Timeline SCHV 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: 2,392 shares; 2024Q4: 11,462 shares; 2025Q1: 35,025 shares; 2025Q2: 32,201 shares; 2025Q3: 31,793 shares; 2025Q4: 37,353 shares; 2026Q1: 38,598 shares 38,598 $1.18M 0.09% +1,245 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 8,494 shares; 2025Q1: 8,499 shares; 2025Q2: 8,439 shares; 2025Q3: 8,251 shares; 2025Q4: 8,213 shares; 2026Q1: 6,933 shares 6,933 $1.17M 0.09% -1,280 Timeline PTBD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,034 shares; 2025Q3: 45,643 shares; 2025Q4: 49,075 shares; 2026Q1: 59,783 shares 59,783 $1.13M 0.08% +10,708 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: 6,381 shares; 2024Q4: 6,860 shares; 2025Q1: 6,538 shares; 2025Q2: 6,535 shares; 2025Q3: 7,430 shares; 2025Q4: 7,685 shares; 2026Q1: 10,168 shares 10,168 $1.12M 0.08% +2,483 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,668 shares; 2025Q1: 2,551 shares; 2025Q2: 2,948 shares; 2025Q3: 4,386 shares; 2025Q4: 4,668 shares; 2026Q1: 5,099 shares 5,099 $1.12M 0.08% +431 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 4,780 shares; 2025Q1: 4,802 shares; 2025Q2: 4,987 shares; 2025Q3: 6,100 shares; 2025Q4: 6,255 shares; 2026Q1: 6,882 shares 6,882 $1.1M 0.08% +627 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 6,040 shares; 2025Q1: 25,076 shares; 2025Q2: 34,106 shares; 2025Q3: 27,143 shares; 2025Q4: 27,154 shares; 2026Q1: 21,347 shares 21,347 $1.1M 0.08% -5,807 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 11,475 shares; 2025Q3: 24,485 shares; 2025Q4: 41,930 shares; 2026Q1: 55,878 shares 55,878 $1.09M 0.08% +13,948 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,854 shares; 2025Q1: 3,193 shares; 2025Q2: 3,354 shares; 2025Q3: 3,335 shares; 2025Q4: 3,334 shares; 2026Q1: 3,288 shares 3,288 $1.08M 0.08% -46 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 10,092 shares; 2026Q1: 10,092 shares 10,092 $1.07M 0.08% 0 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: 495 shares; 2024Q4: 1,401 shares; 2025Q1: 6,882 shares; 2025Q2: 7,413 shares; 2025Q3: 8,419 shares; 2025Q4: 10,208 shares; 2026Q1: 11,135 shares 11,135 $1.06M 0.08% +927 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,998 shares; 2025Q1: 1,964 shares; 2025Q2: 1,968 shares; 2025Q3: 1,961 shares; 2025Q4: 2,102 shares; 2026Q1: 1,875 shares 1,875 $1.06M 0.08% -227 Timeline HACK 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: 81,840 shares; 2024Q4: 83,582 shares; 2025Q1: 85,034 shares; 2025Q2: 84,647 shares; 2025Q3: 71,133 shares; 2025Q4: 14,004 shares; 2026Q1: 14,004 shares 14,004 $1.05M 0.08% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 9,176 shares; 2025Q3: 12,843 shares; 2025Q4: 21,026 shares; 2026Q1: 30,474 shares 30,474 $1.05M 0.08% +9,448 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: 31,643 shares; 2024Q4: 20,731 shares; 2025Q1: 19,883 shares; 2025Q2: 22,700 shares; 2025Q3: 24,397 shares; 2025Q4: 24,783 shares; 2026Q1: 23,347 shares 23,347 $1.05M 0.08% -1,436 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: 5,126 shares; 2024Q4: 5,120 shares; 2025Q1: 5,388 shares; 2025Q2: 5,551 shares; 2025Q3: 7,124 shares; 2025Q4: 7,342 shares; 2026Q1: 7,030 shares 7,030 $1.03M 0.08% -312 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 13,753 shares; 2025Q1: 19,611 shares; 2025Q2: 24,620 shares; 2025Q3: 31,499 shares; 2025Q4: 34,696 shares; 2026Q1: 38,812 shares 38,812 $1.03M 0.08% +4,116 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: 2,286 shares; 2024Q4: 2,465 shares; 2025Q1: 2,094 shares; 2025Q2: 2,107 shares; 2025Q3: 2,257 shares; 2025Q4: 2,516 shares; 2026Q1: 2,401 shares 2,401 $1.02M 0.07% -115 Timeline FLHY 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 reported; 2024Q4: not reported; 2025Q1: 20,859 shares; 2025Q2: 30,671 shares; 2025Q3: 38,617 shares; 2025Q4: 43,871 shares; 2026Q1: 42,019 shares 42,019 $1.01M 0.07% -1,852 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 22,506 shares; 2025Q1: 22,447 shares; 2025Q2: 22,435 shares; 2025Q3: 22,686 shares; 2025Q4: 21,702 shares; 2026Q1: 21,798 shares 21,798 $1.01M 0.07% +96 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,776 shares; 2025Q1: 3,784 shares; 2025Q2: 3,792 shares; 2025Q3: 3,976 shares; 2025Q4: 5,949 shares; 2026Q1: 10,411 shares 10,411 $1M 0.07% +4,462 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: 14,808 shares; 2024Q4: 14,374 shares; 2025Q1: 13,559 shares; 2025Q2: 13,719 shares; 2025Q3: 10,457 shares; 2025Q4: 9,050 shares; 2026Q1: 6,832 shares 6,832 $992K 0.07% -2,218 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: 899 shares; 2024Q4: 1,764 shares; 2025Q1: 9,924 shares; 2025Q2: 10,768 shares; 2025Q3: 9,724 shares; 2025Q4: 11,622 shares; 2026Q1: 13,326 shares 13,326 $991K 0.07% +1,704 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 720 shares; 2025Q1: 551 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 565 shares 565 $977K 0.07% +4 Timeline ODDS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,172 shares; 2025Q4: 42,370 shares; 2026Q1: 41,346 shares 41,346 $969K 0.07% -1,024 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,063 shares 38,063 $967K 0.07% new Timeline GMAR 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: 1,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 23,094 shares 23,094 $963K 0.07% +22,354 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: 12,616 shares; 2024Q4: 16,601 shares; 2025Q1: 28,982 shares; 2025Q2: 30,740 shares; 2025Q3: 33,074 shares; 2025Q4: 31,395 shares; 2026Q1: 23,077 shares 23,077 $961K 0.07% -8,318 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: 117,153 shares; 2024Q4: 115,748 shares; 2025Q1: 117,543 shares; 2025Q2: 121,694 shares; 2025Q3: 116,825 shares; 2025Q4: 117,960 shares; 2026Q1: 14,227 shares 14,227 $961K 0.07% -103,733 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: 17,237 shares; 2024Q4: 14,216 shares; 2025Q1: 16,031 shares; 2025Q2: 15,550 shares; 2025Q3: 17,974 shares; 2025Q4: 13,502 shares; 2026Q1: 13,368 shares 13,368 $960K 0.07% -134 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,386 shares; 2025Q4: 8,438 shares; 2026Q1: 9,276 shares 9,276 $957K 0.07% +838 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 3,906 shares; 2026Q1: 8,724 shares 8,724 $944K 0.07% +4,818 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 8,283 shares; 2025Q1: 9,083 shares; 2025Q2: 9,088 shares; 2025Q3: 9,684 shares; 2025Q4: 9,639 shares; 2026Q1: 9,234 shares 9,234 $943K 0.07% -405 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 4,501 shares; 2025Q1: 4,650 shares; 2025Q2: 4,760 shares; 2025Q3: 6,407 shares; 2025Q4: 6,325 shares; 2026Q1: 6,590 shares 6,590 $941K 0.07% +265 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: 1,477 shares; 2024Q4: 1,578 shares; 2025Q1: 1,008 shares; 2025Q2: 1,995 shares; 2025Q3: 2,081 shares; 2025Q4: 3,566 shares; 2026Q1: 3,575 shares 3,575 $936K 0.07% +9 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: 5,364 shares; 2024Q4: 5,901 shares; 2025Q1: 11,516 shares; 2025Q2: 10,827 shares; 2025Q3: 13,628 shares; 2025Q4: 7,020 shares; 2026Q1: 7,018 shares 7,018 $926K 0.07% -2 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 14,489 shares; 2025Q1: 15,089 shares; 2025Q2: 16,989 shares; 2025Q3: 16,789 shares; 2025Q4: 16,789 shares; 2026Q1: 17,489 shares 17,489 $923K 0.07% +700 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,719 shares; 2025Q2: 10,930 shares; 2025Q3: 13,069 shares; 2025Q4: 17,970 shares; 2026Q1: 21,666 shares 21,666 $922K 0.07% +3,696 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,887 shares; 2025Q1: 2,174 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,035 shares; 2026Q1: 2,683 shares 2,683 $921K 0.07% +648 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: 4,494 shares; 2024Q4: 4,480 shares; 2025Q1: 4,267 shares; 2025Q2: 3,691 shares; 2025Q3: 3,742 shares; 2025Q4: 3,818 shares; 2026Q1: 3,738 shares 3,738 $907K 0.07% -80 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 12,210 shares; 2025Q1: 11,569 shares; 2025Q2: 11,321 shares; 2025Q3: 11,483 shares; 2025Q4: 10,768 shares; 2026Q1: 10,446 shares 10,446 $905K 0.07% -322 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: 979 shares; 2024Q4: 1,048 shares; 2025Q1: 1,042 shares; 2025Q2: 1,303 shares; 2025Q3: 1,276 shares; 2025Q4: 2,976 shares; 2026Q1: 2,973 shares 2,973 $899K 0.07% -3 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: 9,934 shares; 2024Q4: 9,512 shares; 2025Q1: 6,954 shares; 2025Q2: 6,681 shares; 2025Q3: 6,869 shares; 2025Q4: 6,387 shares; 2026Q1: 6,438 shares 6,438 $897K 0.07% +51 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,836 shares; 2024Q4: 22,152 shares; 2025Q1: 19,670 shares; 2025Q2: 18,452 shares; 2025Q3: 18,663 shares; 2025Q4: 18,294 shares; 2026Q1: 17,645 shares 17,645 $896K 0.07% -649 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,664 shares; 2025Q2: 2,474 shares; 2025Q3: 2,520 shares; 2025Q4: 2,456 shares; 2026Q1: 2,436 shares 2,436 $895K 0.07% -20 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: 3,316 shares; 2024Q4: 6,179 shares; 2025Q1: 7,386 shares; 2025Q2: 8,085 shares; 2025Q3: 9,271 shares; 2025Q4: 11,358 shares; 2026Q1: 12,410 shares 12,410 $893K 0.07% +1,052 Timeline DIHP 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: 5,646 shares; 2024Q4: 5,687 shares; 2025Q1: 11,284 shares; 2025Q2: 13,643 shares; 2025Q3: 14,497 shares; 2025Q4: 27,548 shares; 2026Q1: 27,528 shares 27,528 $887K 0.06% -20 Timeline PTEU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,139 shares; 2025Q3: 29,594 shares; 2025Q4: 30,430 shares; 2026Q1: 29,664 shares 29,664 $884K 0.06% -766 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: 789 shares; 2024Q4: 1,161 shares; 2025Q1: 1,324 shares; 2025Q2: 1,326 shares; 2025Q3: 1,292 shares; 2025Q4: 1,288 shares; 2026Q1: 1,257 shares 1,257 $877K 0.06% -31 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: 4,908 shares; 2024Q4: 5,527 shares; 2025Q1: 4,994 shares; 2025Q2: 5,062 shares; 2025Q3: 5,089 shares; 2025Q4: 5,284 shares; 2026Q1: 4,815 shares 4,815 $873K 0.06% -469 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,041 shares; 2025Q4: 19,031 shares; 2026Q1: 29,176 shares 29,176 $860K 0.06% +10,145 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: 5,533 shares; 2024Q4: 5,646 shares; 2025Q1: 7,880 shares; 2025Q2: 9,215 shares; 2025Q3: 9,350 shares; 2025Q4: 11,627 shares; 2026Q1: 12,035 shares 12,035 $856K 0.06% +408 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 790 shares; 2025Q3: 2,017 shares; 2025Q4: 4,521 shares; 2026Q1: 7,683 shares 7,683 $851K 0.06% +3,162 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,354 shares; 2025Q1: 4,509 shares; 2025Q2: 4,345 shares; 2025Q3: 4,347 shares; 2025Q4: 3,398 shares; 2026Q1: 15,847 shares 15,847 $849K 0.06% +12,449 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,588 shares; 2025Q2: 10,664 shares; 2025Q3: 10,733 shares; 2025Q4: 10,046 shares; 2026Q1: 7,146 shares 7,146 $849K 0.06% -2,900 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,114 shares; 2025Q1: 4,172 shares; 2025Q2: 4,272 shares; 2025Q3: 6,247 shares; 2025Q4: 5,710 shares; 2026Q1: 4,726 shares 4,726 $848K 0.06% -984 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 25,409 shares; 2025Q1: 27,156 shares; 2025Q2: 37,585 shares; 2025Q3: 40,280 shares; 2025Q4: 36,197 shares; 2026Q1: 34,128 shares 34,128 $845K 0.06% -2,069 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,101 shares; 2025Q1: 4,208 shares; 2025Q2: 4,531 shares; 2025Q3: 4,567 shares; 2025Q4: 4,553 shares; 2026Q1: 4,233 shares 4,233 $839K 0.06% -320 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,273 shares; 2025Q1: 4,231 shares; 2025Q2: 4,084 shares; 2025Q3: 4,049 shares; 2025Q4: 4,051 shares; 2026Q1: 4,061 shares 4,061 $836K 0.06% +10 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: 8,184 shares; 2024Q4: 8,623 shares; 2025Q1: 8,351 shares; 2025Q2: 8,399 shares; 2025Q3: 9,081 shares; 2025Q4: 9,479 shares; 2026Q1: 9,290 shares 9,290 $832K 0.06% -189 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,119 shares; 2025Q3: 9,345 shares; 2025Q4: 10,419 shares; 2026Q1: 10,302 shares 10,302 $830K 0.06% -117 Timeline LCR 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 reported; 2024Q4: not reported; 2025Q1: 55,349 shares; 2025Q2: 29,119 shares; 2025Q3: 25,735 shares; 2025Q4: 22,702 shares; 2026Q1: 22,029 shares 22,029 $821K 0.06% -673 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,202 shares; 2025Q1: 2,433 shares; 2025Q2: 2,496 shares; 2025Q3: 2,459 shares; 2025Q4: 2,999 shares; 2026Q1: 4,387 shares 4,387 $819K 0.06% +1,388 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: 328 shares; 2024Q4: 335 shares; 2025Q1: 752 shares; 2025Q2: 548 shares; 2025Q3: 619 shares; 2025Q4: 617 shares; 2026Q1: 619 shares 619 $818K 0.06% +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: 75,067 shares; 2024Q4: 74,325 shares; 2025Q1: 77,975 shares; 2025Q2: 74,426 shares; 2025Q3: 75,366 shares; 2025Q4: 76,320 shares; 2026Q1: 8,996 shares 8,996 $814K 0.06% -67,324 Timeline TBIL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,503 shares; 2026Q1: 16,303 shares 16,303 $813K 0.06% +8,800 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,384 shares; 2025Q3: 6,269 shares; 2025Q4: 6,862 shares; 2026Q1: 8,092 shares 8,092 $810K 0.06% +1,230 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: 20,750 shares; 2024Q4: 19,825 shares; 2025Q1: 17,550 shares; 2025Q2: 17,695 shares; 2025Q3: 16,691 shares; 2025Q4: 16,796 shares; 2026Q1: 16,802 shares 16,802 $799K 0.06% +6 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,840 shares; 2025Q2: 7,847 shares; 2025Q3: 9,224 shares; 2025Q4: 9,696 shares; 2026Q1: 9,652 shares 9,652 $796K 0.06% -44 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,682 shares; 2024Q4: 27,169 shares; 2025Q1: 27,564 shares; 2025Q2: 28,179 shares; 2025Q3: 31,281 shares; 2025Q4: 34,390 shares; 2026Q1: 37,308 shares 37,308 $789K 0.06% +2,918 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: 4,339 shares; 2024Q4: 4,323 shares; 2025Q1: 4,299 shares; 2025Q2: 4,930 shares; 2025Q3: 4,921 shares; 2025Q4: 4,933 shares; 2026Q1: 4,875 shares 4,875 $788K 0.06% -58 Timeline AIPO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,022 shares; 2026Q1: 31,520 shares 31,520 $787K 0.06% +11,498 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,284 shares; 2025Q1: 3,286 shares; 2025Q2: 16,683 shares; 2025Q3: 16,687 shares; 2025Q4: 20,827 shares; 2026Q1: 25,893 shares 25,893 $785K 0.06% +5,066 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,792 shares; 2025Q1: 3,793 shares; 2025Q2: 3,772 shares; 2025Q3: 3,753 shares; 2025Q4: 3,754 shares; 2026Q1: 3,676 shares 3,676 $777K 0.06% -78 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 3,593 shares; 2025Q1: 13,847 shares; 2025Q2: 18,519 shares; 2025Q3: 20,126 shares; 2025Q4: 24,982 shares; 2026Q1: 29,116 shares 29,116 $775K 0.06% +4,134 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 reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,469 shares; 2025Q3: 2,470 shares; 2025Q4: 2,933 shares; 2026Q1: 3,699 shares 3,699 $770K 0.06% +766 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: 1,644 shares; 2024Q4: 1,642 shares; 2025Q1: 1,513 shares; 2025Q2: 1,403 shares; 2025Q3: 1,500 shares; 2025Q4: 1,461 shares; 2026Q1: 1,548 shares 1,548 $767K 0.06% +87 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,782 shares 35,782 $766K 0.06% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,151 shares 41,151 $764K 0.06% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 11,976 shares; 2025Q1: 11,547 shares; 2025Q2: 11,799 shares; 2025Q3: 12,740 shares; 2025Q4: 14,267 shares; 2026Q1: 17,497 shares 17,497 $763K 0.06% +3,230 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 5,835 shares; 2025Q1: 11,547 shares; 2025Q2: 13,501 shares; 2025Q3: 13,112 shares; 2025Q4: 14,297 shares; 2026Q1: 14,392 shares 14,392 $760K 0.06% +95 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,228 shares; 2025Q1: 8,572 shares; 2025Q2: 8,736 shares; 2025Q3: 8,933 shares; 2025Q4: 8,495 shares; 2026Q1: 8,419 shares 8,419 $759K 0.06% -76 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: 6,244 shares; 2024Q4: 6,262 shares; 2025Q1: 5,742 shares; 2025Q2: 5,740 shares; 2025Q3: 5,896 shares; 2025Q4: 5,839 shares; 2026Q1: 5,792 shares 5,792 $759K 0.06% -47 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: 17,587 shares; 2024Q4: 17,676 shares; 2025Q1: 21,400 shares; 2025Q2: 21,569 shares; 2025Q3: 16,495 shares; 2025Q4: 14,011 shares; 2026Q1: 10,512 shares 10,512 $743K 0.05% -3,499 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 926 shares; 2025Q1: 7,178 shares; 2025Q2: 10,100 shares; 2025Q3: 12,548 shares; 2025Q4: 13,713 shares; 2026Q1: 14,402 shares 14,402 $738K 0.05% +689 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 1,288 shares; 2025Q3: 4,565 shares; 2025Q4: 9,034 shares; 2026Q1: 16,686 shares 16,686 $737K 0.05% +7,652 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 2,004 shares; 2025Q1: 2,099 shares; 2025Q2: 2,319 shares; 2025Q3: 2,551 shares; 2025Q4: 3,398 shares; 2026Q1: 3,010 shares 3,010 $732K 0.05% -388 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: 15,181 shares; 2024Q4: 16,497 shares; 2025Q1: 17,324 shares; 2025Q2: 17,694 shares; 2025Q3: 17,754 shares; 2025Q4: 17,907 shares; 2026Q1: 17,701 shares 17,701 $727K 0.05% -206 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,621 shares; 2025Q1: 5,243 shares; 2025Q2: 6,137 shares; 2025Q3: 6,564 shares; 2025Q4: 6,370 shares; 2026Q1: 6,067 shares 6,067 $720K 0.05% -303 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,444 shares; 2025Q1: 2,340 shares; 2025Q2: 4,308 shares; 2025Q3: 2,022 shares; 2025Q4: 2,021 shares; 2026Q1: 2,198 shares 2,198 $719K 0.05% +177 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,511 shares; 2025Q1: 2,556 shares; 2025Q2: 2,545 shares; 2025Q3: 2,611 shares; 2025Q4: 2,518 shares; 2026Q1: 2,491 shares 2,491 $715K 0.05% -27 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,220 shares; 2025Q3: 10,432 shares; 2025Q4: 10,932 shares; 2026Q1: 11,132 shares 11,132 $715K 0.05% +200 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: 4,017 shares; 2024Q4: 3,957 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,230 shares; 2026Q1: 3,323 shares 3,323 $710K 0.05% +93 Timeline SPBU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,899 shares; 2026Q1: 26,082 shares 26,082 $709K 0.05% +8,183 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: 5,947 shares; 2024Q4: 6,072 shares; 2025Q1: 5,665 shares; 2025Q2: 5,510 shares; 2025Q3: not reported; 2025Q4: 7,951 shares; 2026Q1: 13,604 shares 13,604 $708K 0.05% +5,653 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: 5,793 shares; 2024Q4: 5,726 shares; 2025Q1: 6,092 shares; 2025Q2: 6,567 shares; 2025Q3: 6,411 shares; 2025Q4: 6,256 shares; 2026Q1: 6,212 shares 6,212 $704K 0.05% -44 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,416 shares; 2024Q4: 14,223 shares; 2025Q1: 13,907 shares; 2025Q2: 13,022 shares; 2025Q3: 12,666 shares; 2025Q4: 12,311 shares; 2026Q1: 11,624 shares 11,624 $703K 0.05% -687 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,046 shares; 2026Q1: 44,560 shares 44,560 $700K 0.05% +2,514 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,964 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,776 shares 13,776 $690K 0.05% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,242 shares; 2025Q1: 1,146 shares; 2025Q2: 1,174 shares; 2025Q3: 1,169 shares; 2025Q4: 1,162 shares; 2026Q1: 1,163 shares 1,163 $690K 0.05% +1 Timeline FTBI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,205 shares; 2026Q1: 32,893 shares 32,893 $685K 0.05% +23,688 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,735 shares; 2024Q4: 56,861 shares; 2025Q1: 61,189 shares; 2025Q2: 61,218 shares; 2025Q3: 63,048 shares; 2025Q4: 66,406 shares; 2026Q1: 69,109 shares 69,109 $682K 0.05% +2,703 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: 4,650 shares; 2024Q4: 1,760 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 3,606 shares; 2025Q4: 3,881 shares; 2026Q1: 4,146 shares 4,146 $678K 0.05% +265 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: 3,249 shares; 2024Q4: 3,278 shares; 2025Q1: 3,735 shares; 2025Q2: 3,658 shares; 2025Q3: 3,617 shares; 2025Q4: 3,521 shares; 2026Q1: 3,720 shares 3,720 $678K 0.05% +199 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: 4,225 shares; 2024Q4: 4,455 shares; 2025Q1: 5,106 shares; 2025Q2: 5,131 shares; 2025Q3: 6,863 shares; 2025Q4: 8,129 shares; 2026Q1: 8,280 shares 8,280 $677K 0.05% +151 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 882 shares; 2025Q1: 1,753 shares; 2025Q2: 1,839 shares; 2025Q3: 1,840 shares; 2025Q4: 2,276 shares; 2026Q1: 2,238 shares 2,238 $676K 0.05% -38 Timeline PGHY 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: 21,594 shares; 2024Q4: 21,028 shares; 2025Q1: 23,771 shares; 2025Q2: 32,878 shares; 2025Q3: 33,930 shares; 2025Q4: 33,986 shares; 2026Q1: 34,039 shares 34,039 $661K 0.05% +53 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,427 shares; 2024Q4: 16,928 shares; 2025Q1: 17,064 shares; 2025Q2: 17,065 shares; 2025Q3: 17,065 shares; 2025Q4: 10,462 shares; 2026Q1: 11,425 shares 11,425 $659K 0.05% +963 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,405 shares; 2025Q4: 6,074 shares; 2026Q1: 6,125 shares 6,125 $657K 0.05% +51 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,257 shares; 2025Q1: 3,308 shares; 2025Q2: 3,260 shares; 2025Q3: 3,247 shares; 2025Q4: 3,206 shares; 2026Q1: 3,300 shares 3,300 $654K 0.05% +94 Timeline EDIV 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: 540 shares; 2024Q4: 1,478 shares; 2025Q1: 8,775 shares; 2025Q2: 9,356 shares; 2025Q3: 10,754 shares; 2025Q4: 13,650 shares; 2026Q1: 16,421 shares 16,421 $648K 0.05% +2,771 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,107 shares; 2025Q2: 3,672 shares; 2025Q3: 3,669 shares; 2025Q4: 3,604 shares; 2026Q1: 3,549 shares 3,549 $647K 0.05% -55 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 7,724 shares; 2025Q1: 7,049 shares; 2025Q2: 7,152 shares; 2025Q3: 7,141 shares; 2025Q4: 7,326 shares; 2026Q1: 6,935 shares 6,935 $647K 0.05% -391 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: 8,555 shares; 2024Q4: 8,818 shares; 2025Q1: 9,531 shares; 2025Q2: 11,189 shares; 2025Q3: 11,779 shares; 2025Q4: 10,785 shares; 2026Q1: 11,950 shares 11,950 $646K 0.05% +1,165 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,658 shares; 2025Q4: 11,050 shares; 2026Q1: 10,877 shares 10,877 $642K 0.05% -173 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,211 shares; 2025Q1: 28,544 shares; 2025Q2: 28,544 shares; 2025Q3: 28,544 shares; 2025Q4: 31,056 shares; 2026Q1: 31,953 shares 31,953 $636K 0.05% +897 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: 2,137 shares; 2024Q4: 1,939 shares; 2025Q1: 1,986 shares; 2025Q2: 1,979 shares; 2025Q3: 1,715 shares; 2025Q4: 1,896 shares; 2026Q1: 1,779 shares 1,779 $634K 0.05% -117 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 12,290 shares; 2025Q1: 18,365 shares; 2025Q2: 21,115 shares; 2025Q3: 22,315 shares; 2025Q4: 25,385 shares; 2026Q1: 26,785 shares 26,785 $633K 0.05% +1,400 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: 4,637 shares; 2024Q4: 4,641 shares; 2025Q1: 7,921 shares; 2025Q2: 14,398 shares; 2025Q3: 8,182 shares; 2025Q4: 8,014 shares; 2026Q1: 7,639 shares 7,639 $631K 0.05% -375 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 600 shares; 2026Q1: 6,632 shares 6,632 $628K 0.05% +6,032 Timeline FAB 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: 9,082 shares; 2024Q4: 7,462 shares; 2025Q1: 7,267 shares; 2025Q2: 6,911 shares; 2025Q3: 6,811 shares; 2025Q4: 6,622 shares; 2026Q1: 6,572 shares 6,572 $621K 0.05% -50 Timeline FLRT 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 3,830 shares; 2025Q3: 4,055 shares; 2025Q4: 4,762 shares; 2026Q1: 13,167 shares 13,167 $610K 0.04% +8,405 Timeline CGCP 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: 1,492 shares; 2024Q4: 1,344 shares; 2025Q1: 1,344 shares; 2025Q2: 3,947 shares; 2025Q3: 12,794 shares; 2025Q4: 25,298 shares; 2026Q1: 27,266 shares 27,266 $609K 0.04% +1,968 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 1,603 shares; 2025Q1: 6,524 shares; 2025Q2: 6,462 shares; 2025Q3: 6,324 shares; 2025Q4: 8,163 shares; 2026Q1: 8,753 shares 8,753 $609K 0.04% +590 Timeline FGD 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: 33,855 shares; 2024Q4: 26,695 shares; 2025Q1: 24,395 shares; 2025Q2: 22,645 shares; 2025Q3: 21,370 shares; 2025Q4: 20,470 shares; 2026Q1: 19,065 shares 19,065 $609K 0.04% -1,405 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: 2,774 shares; 2024Q4: 2,800 shares; 2025Q1: 2,571 shares; 2025Q2: 2,601 shares; 2025Q3: 3,313 shares; 2025Q4: 2,958 shares; 2026Q1: 3,134 shares 3,134 $608K 0.04% +176 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,698 shares; 2025Q1: 8,330 shares; 2025Q2: 8,333 shares; 2025Q3: 8,636 shares; 2025Q4: 8,829 shares; 2026Q1: 8,930 shares 8,930 $607K 0.04% +101 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,105 shares; 2026Q1: 19,644 shares 19,644 $605K 0.04% +4,539 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,193 shares; 2024Q4: 22,672 shares; 2025Q1: 22,756 shares; 2025Q2: 22,566 shares; 2025Q3: 23,286 shares; 2025Q4: 23,311 shares; 2026Q1: 23,258 shares 23,258 $602K 0.04% -53 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 reported; 2024Q4: not reported; 2025Q1: 4,780 shares; 2025Q2: 4,416 shares; 2025Q3: 4,086 shares; 2025Q4: 4,089 shares; 2026Q1: 4,137 shares 4,137 $600K 0.04% +48 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,719 shares; 2025Q1: 2,641 shares; 2025Q2: 2,579 shares; 2025Q3: 2,701 shares; 2025Q4: 2,597 shares; 2026Q1: 2,550 shares 2,550 $597K 0.04% -47 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,792 shares; 2025Q1: 7,715 shares; 2025Q2: 9,224 shares; 2025Q3: 9,505 shares; 2025Q4: 17,619 shares; 2026Q1: 17,650 shares 17,650 $594K 0.04% +31 Timeline FNDA 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: 8,703 shares; 2024Q4: 17,406 shares; 2025Q1: 18,076 shares; 2025Q2: 18,076 shares; 2025Q3: 18,108 shares; 2025Q4: 18,178 shares; 2026Q1: 18,130 shares 18,130 $588K 0.04% -48 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,096 shares; 2025Q1: 2,318 shares; 2025Q2: 2,299 shares; 2025Q3: 2,379 shares; 2025Q4: 2,515 shares; 2026Q1: 2,532 shares 2,532 $582K 0.04% +17 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 reported; 2024Q4: 3,847 shares; 2025Q1: 6,740 shares; 2025Q2: 6,602 shares; 2025Q3: 13,921 shares; 2025Q4: 16,541 shares; 2026Q1: 15,081 shares 15,081 $579K 0.04% -1,460 Timeline BUFB 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: 6,678 shares; 2024Q4: 6,678 shares; 2025Q1: 6,599 shares; 2025Q2: 7,337 shares; 2025Q3: 7,407 shares; 2025Q4: 7,239 shares; 2026Q1: 16,119 shares 16,119 $579K 0.04% +8,880 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,217 shares; 2025Q1: 2,201 shares; 2025Q2: 2,168 shares; 2025Q3: 1,909 shares; 2025Q4: 2,041 shares; 2026Q1: 2,113 shares 2,113 $575K 0.04% +72 Timeline PKW 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: 6,546 shares; 2024Q4: 6,538 shares; 2025Q1: 5,723 shares; 2025Q2: 5,606 shares; 2025Q3: 4,825 shares; 2025Q4: 4,869 shares; 2026Q1: 4,377 shares 4,377 $575K 0.04% -492 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: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,925 shares; 2025Q2: 1,892 shares; 2025Q3: 1,785 shares; 2025Q4: 1,757 shares; 2026Q1: 1,769 shares 1,769 $567K 0.04% +12 Timeline NXTG 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: 5,108 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 5,108 shares; 2025Q3: 5,018 shares; 2025Q4: 5,018 shares; 2026Q1: 5,018 shares 5,018 $562K 0.04% 0 Timeline FUMB 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: 25,343 shares; 2024Q4: 26,802 shares; 2025Q1: 27,312 shares; 2025Q2: 29,321 shares; 2025Q3: 28,181 shares; 2025Q4: 27,125 shares; 2026Q1: 27,725 shares 27,725 $556K 0.04% +600 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: 4,521 shares; 2024Q4: 3,861 shares; 2025Q1: 3,665 shares; 2025Q2: 3,439 shares; 2025Q3: 3,797 shares; 2025Q4: 3,939 shares; 2026Q1: 4,167 shares 4,167 $546K 0.04% +228 Timeline PRF 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: 22,352 shares; 2024Q4: 15,502 shares; 2025Q1: 14,913 shares; 2025Q2: 14,684 shares; 2025Q3: 13,591 shares; 2025Q4: 11,437 shares; 2026Q1: 11,327 shares 11,327 $538K 0.04% -110 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 9,078 shares; 2025Q1: 11,254 shares; 2025Q2: 11,165 shares; 2025Q3: 11,682 shares; 2025Q4: 13,108 shares; 2026Q1: 14,647 shares 14,647 $537K 0.04% +1,539 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,027 shares; 2025Q4: 10,081 shares; 2026Q1: 15,848 shares 15,848 $529K 0.04% +5,767 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,406 shares; 2024Q4: 33,080 shares; 2025Q1: 31,293 shares; 2025Q2: 31,307 shares; 2025Q3: 30,805 shares; 2025Q4: 30,808 shares; 2026Q1: 31,994 shares 31,994 $526K 0.04% +1,186 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,873 shares; 2025Q1: 2,673 shares; 2025Q2: 3,603 shares; 2025Q3: 3,603 shares; 2025Q4: 4,203 shares; 2026Q1: 4,203 shares 4,203 $525K 0.04% 0 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: 4,573 shares; 2024Q4: 4,421 shares; 2025Q1: 4,407 shares; 2025Q2: 4,253 shares; 2025Q3: 4,223 shares; 2025Q4: 4,740 shares; 2026Q1: 4,769 shares 4,769 $523K 0.04% +29 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,295 shares; 2025Q1: 5,427 shares; 2025Q2: 10,290 shares; 2025Q3: 6,405 shares; 2025Q4: 12,398 shares; 2026Q1: 12,452 shares 12,452 $519K 0.04% +54 Timeline AMLP 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: 7,802 shares; 2024Q4: 8,024 shares; 2025Q1: 7,737 shares; 2025Q2: 7,627 shares; 2025Q3: 8,573 shares; 2025Q4: 9,361 shares; 2026Q1: 9,825 shares 9,825 $517K 0.04% +464 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: 3,761 shares; 2024Q4: 3,681 shares; 2025Q1: 3,845 shares; 2025Q2: 3,725 shares; 2025Q3: 3,626 shares; 2025Q4: 3,627 shares; 2026Q1: 3,625 shares 3,625 $516K 0.04% -2 Timeline QLD 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 4,050 shares; 2025Q4: 8,195 shares; 2026Q1: 8,445 shares 8,445 $515K 0.04% +250 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,156 shares; 2025Q1: 5,607 shares; 2025Q2: 5,595 shares; 2025Q3: 5,979 shares; 2025Q4: 5,991 shares; 2026Q1: 5,529 shares 5,529 $514K 0.04% -462 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,433 shares; 2025Q3: 3,771 shares; 2025Q4: 4,132 shares; 2026Q1: 4,329 shares 4,329 $507K 0.04% +197 Timeline BGLD 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: 26,669 shares; 2024Q4: 25,675 shares; 2025Q1: 25,675 shares; 2025Q2: 32,325 shares; 2025Q3: not reported; 2025Q4: 30,564 shares; 2026Q1: 29,564 shares 29,564 $507K 0.04% -1,000 Timeline MOTG 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: 18,372 shares; 2024Q4: 18,669 shares; 2025Q1: 17,530 shares; 2025Q2: 14,633 shares; 2025Q3: 14,633 shares; 2025Q4: 13,742 shares; 2026Q1: 13,604 shares 13,604 $504K 0.04% -138 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 6,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,167 shares 26,167 $503K 0.04% new 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: 40,368 shares; 2024Q4: 36,077 shares; 2025Q1: 38,659 shares; 2025Q2: 41,082 shares; 2025Q3: 42,253 shares; 2025Q4: 43,632 shares; 2026Q1: 7,123 shares 7,123 $497K 0.04% -36,509 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,875 shares; 2026Q1: 16,875 shares 16,875 $496K 0.04% 0 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 40,000 shares; 2025Q2: 39,000 shares; 2025Q3: 33,000 shares; 2025Q4: 41,000 shares; 2026Q1: 32,000 shares 32,000 $493K 0.04% -9,000 Timeline PTMC 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 reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 8,398 shares; 2025Q3: 7,013 shares; 2025Q4: 8,016 shares; 2026Q1: 13,384 shares 13,384 $489K 0.04% +5,368 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: 9,152 shares; 2024Q4: 8,824 shares; 2025Q1: 9,102 shares; 2025Q2: 9,309 shares; 2025Q3: 7,815 shares; 2025Q4: 8,810 shares; 2026Q1: 8,229 shares 8,229 $484K 0.04% -581 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,224 shares; 2025Q1: 2,392 shares; 2025Q2: 2,396 shares; 2025Q3: 3,965 shares; 2025Q4: 4,990 shares; 2026Q1: 4,996 shares 4,996 $483K 0.04% +6 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,153 shares; 2024Q4: 9,153 shares; 2025Q1: 9,153 shares; 2025Q2: 12,278 shares; 2025Q3: 10,778 shares; 2025Q4: 10,731 shares; 2026Q1: 10,731 shares 10,731 $482K 0.04% 0 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: 1,514 shares; 2024Q4: 1,343 shares; 2025Q1: 1,335 shares; 2025Q2: 1,760 shares; 2025Q3: 2,045 shares; 2025Q4: 1,556 shares; 2026Q1: 2,028 shares 2,028 $482K 0.04% +472 Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 28,385 shares; 2025Q1: 27,666 shares; 2025Q2: 26,674 shares; 2025Q3: 24,730 shares; 2025Q4: 24,730 shares; 2026Q1: 24,980 shares 24,980 $481K 0.04% +250 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,543 shares; 2025Q1: 4,787 shares; 2025Q2: 18,091 shares; 2025Q3: 18,900 shares; 2025Q4: 4,461 shares; 2026Q1: 3,839 shares 3,839 $480K 0.04% -622 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares 3,624 $479K 0.03% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 16,725 shares; 2025Q1: 17,549 shares; 2025Q2: 17,549 shares; 2025Q3: 17,549 shares; 2025Q4: 17,579 shares; 2026Q1: 17,579 shares 17,579 $478K 0.03% 0 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: 2,147 shares; 2024Q4: 2,120 shares; 2025Q1: 1,960 shares; 2025Q2: 1,962 shares; 2025Q3: 2,122 shares; 2025Q4: 1,916 shares; 2026Q1: 2,767 shares 2,767 $478K 0.03% +851 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares; 2026Q1: 29,000 shares 29,000 $477K 0.03% +2,000 Timeline IGV 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 5,900 shares 5,900 $472K 0.03% +5,690 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 974 shares; 2025Q2: 949 shares; 2025Q3: 965 shares; 2025Q4: 941 shares; 2026Q1: 955 shares 955 $470K 0.03% +14 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,132 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,262 shares; 2025Q4: 3,226 shares; 2026Q1: 3,050 shares 3,050 $466K 0.03% -176 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,100 shares 5,100 $464K 0.03% new Timeline DEHP 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: 2,906 shares; 2024Q4: 2,909 shares; 2025Q1: 5,926 shares; 2025Q2: 7,359 shares; 2025Q3: 7,813 shares; 2025Q4: 13,653 shares; 2026Q1: 13,700 shares 13,700 $463K 0.03% +47 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 691 shares; 2025Q1: 2,412 shares; 2025Q2: 2,377 shares; 2025Q3: 2,294 shares; 2025Q4: 2,308 shares; 2026Q1: 2,096 shares 2,096 $455K 0.03% -212 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 9,790 shares; 2025Q4: 10,142 shares; 2026Q1: 14,419 shares 14,419 $455K 0.03% +4,277 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 410 shares; 2025Q4: 5,045 shares; 2026Q1: 17,793 shares 17,793 $454K 0.03% +12,748 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,280 shares; 2024Q4: 10,514 shares; 2025Q1: 8,129 shares; 2025Q2: 8,131 shares; 2025Q3: 6,258 shares; 2025Q4: 8,742 shares; 2026Q1: 11,196 shares 11,196 $454K 0.03% +2,454 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: 57,665 shares; 2024Q4: 57,723 shares; 2025Q1: 60,357 shares; 2025Q2: 62,833 shares; 2025Q3: 62,896 shares; 2025Q4: 62,155 shares; 2026Q1: 3,988 shares 3,988 $451K 0.03% -58,167 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 852 shares; 2026Q1: 838 shares 838 $451K 0.03% -14 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,043 shares; 2024Q4: 15,104 shares; 2025Q1: 14,840 shares; 2025Q2: 14,670 shares; 2025Q3: 14,122 shares; 2025Q4: 13,805 shares; 2026Q1: 13,563 shares 13,563 $451K 0.03% -242 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 289 shares; 2025Q1: 283 shares; 2025Q2: 287 shares; 2025Q3: 360 shares; 2025Q4: 367 shares; 2026Q1: 422 shares 422 $451K 0.03% +55 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,298 shares; 2025Q3: 5,923 shares; 2025Q4: 7,216 shares; 2026Q1: 6,574 shares 6,574 $448K 0.03% -642 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,490 shares; 2025Q4: 18,698 shares; 2026Q1: 23,600 shares 23,600 $446K 0.03% +4,902 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 2,018 shares; 2025Q1: 7,019 shares; 2025Q2: 6,610 shares; 2025Q3: 8,702 shares; 2025Q4: 10,829 shares; 2026Q1: 16,520 shares 16,520 $445K 0.03% +5,691 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 4,683 shares; 2025Q1: 5,145 shares; 2025Q2: 5,076 shares; 2025Q3: 5,121 shares; 2025Q4: 5,339 shares; 2026Q1: 5,308 shares 5,308 $444K 0.03% -31 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 22,265 shares; 2025Q1: 22,352 shares; 2025Q2: 19,771 shares; 2025Q3: 16,238 shares; 2025Q4: 11,948 shares; 2026Q1: 9,323 shares 9,323 $443K 0.03% -2,625 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 4,446 shares; 2026Q1: 4,740 shares 4,740 $439K 0.03% +294 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 16,978 shares; 2026Q1: 23,154 shares 23,154 $439K 0.03% +6,176 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 4,412 shares; 2025Q1: 4,401 shares; 2025Q2: 4,416 shares; 2025Q3: 4,251 shares; 2025Q4: 4,261 shares; 2026Q1: 4,221 shares 4,221 $438K 0.03% -40 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,883 shares; 2025Q1: 3,652 shares; 2025Q2: 3,614 shares; 2025Q3: 3,755 shares; 2025Q4: 3,665 shares; 2026Q1: 3,477 shares 3,477 $436K 0.03% -188 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,850 shares; 2025Q2: 1,830 shares; 2025Q3: 1,933 shares; 2025Q4: 1,997 shares; 2026Q1: 1,984 shares 1,984 $435K 0.03% -13 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: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,850 shares; 2026Q1: 4,611 shares 4,611 $434K 0.03% -239 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,056 shares; 2026Q1: 22,823 shares 22,823 $434K 0.03% +767 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 702 shares; 2025Q1: 809 shares; 2025Q2: 788 shares; 2025Q3: 912 shares; 2025Q4: 1,009 shares; 2026Q1: 1,002 shares 1,002 $433K 0.03% -7 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,800 shares; 2025Q1: 5,539 shares; 2025Q2: 5,896 shares; 2025Q3: 5,580 shares; 2025Q4: 5,773 shares; 2026Q1: 8,584 shares 8,584 $429K 0.03% +2,811 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,922 shares; 2025Q1: 4,380 shares; 2025Q2: 3,895 shares; 2025Q3: 4,098 shares; 2025Q4: 4,765 shares; 2026Q1: 5,355 shares 5,355 $424K 0.03% +590 Timeline QQQJ 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: 9,877 shares; 2024Q4: 9,878 shares; 2025Q1: 9,572 shares; 2025Q2: 9,324 shares; 2025Q3: 9,326 shares; 2025Q4: 9,427 shares; 2026Q1: 11,628 shares 11,628 $421K 0.03% +2,201 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,618 shares; 2025Q3: 7,744 shares; 2025Q4: 9,335 shares; 2026Q1: 14,465 shares 14,465 $420K 0.03% +5,130 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: 4,422 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 4,534 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares 4,574 $420K 0.03% 0 Timeline DDM 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: 1,135 shares; 2024Q4: 2,277 shares; 2025Q1: 2,602 shares; 2025Q2: 3,481 shares; 2025Q3: 3,738 shares; 2025Q4: 7,486 shares; 2026Q1: 7,998 shares 7,998 $416K 0.03% +512 Timeline XSHD 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: 4,500 shares; 2024Q4: 22,690 shares; 2025Q1: 30,625 shares; 2025Q2: 30,625 shares; 2025Q3: 31,625 shares; 2025Q4: 31,625 shares; 2026Q1: 31,625 shares 31,625 $415K 0.03% 0 Timeline FSMB 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: 15,071 shares; 2024Q4: 16,632 shares; 2025Q1: 17,244 shares; 2025Q2: 19,255 shares; 2025Q3: 19,117 shares; 2025Q4: 19,729 shares; 2026Q1: 20,743 shares 20,743 $414K 0.03% +1,014 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,282 shares; 2025Q1: 1,285 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,168 shares; 2026Q1: 1,189 shares 1,189 $410K 0.03% +21 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 74 shares; 2025Q1: 81 shares; 2025Q2: 85 shares; 2025Q3: 80 shares; 2025Q4: 95 shares; 2026Q1: 97 shares 97 $408K 0.03% +2 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 9,919 shares; 2025Q1: 9,640 shares; 2025Q2: 10,572 shares; 2025Q3: 10,853 shares; 2025Q4: 11,689 shares; 2026Q1: 11,095 shares 11,095 $408K 0.03% -594 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,439 shares; 2024Q4: 30,175 shares; 2025Q1: 30,276 shares; 2025Q2: 31,182 shares; 2025Q3: 31,295 shares; 2025Q4: 31,412 shares; 2026Q1: 31,889 shares 31,889 $405K 0.03% +477 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,737 shares; 2026Q1: 7,011 shares 7,011 $399K 0.03% +274 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,079 shares; 2025Q4: 8,543 shares; 2026Q1: 8,523 shares 8,523 $398K 0.03% -20 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,415 shares; 2025Q1: 3,465 shares; 2025Q2: 3,314 shares; 2025Q3: 2,376 shares; 2025Q4: 2,090 shares; 2026Q1: 1,930 shares 1,930 $395K 0.03% -160 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,071 shares; 2026Q1: 2,874 shares 2,874 $391K 0.03% -197 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,445 shares; 2025Q4: 7,847 shares; 2026Q1: 8,916 shares 8,916 $391K 0.03% +1,069 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,764 shares; 2025Q4: 2,296 shares; 2026Q1: 11,275 shares 11,275 $389K 0.03% +8,979 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,779 shares; 2024Q4: 12,797 shares; 2025Q1: 12,245 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 10,832 shares; 2026Q1: 13,650 shares 13,650 $388K 0.03% +2,818 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 6,808 shares; 2025Q1: 6,902 shares; 2025Q2: 7,002 shares; 2025Q3: 7,091 shares; 2025Q4: 7,162 shares; 2026Q1: 7,295 shares 7,295 $386K 0.03% +133 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,201 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares; 2026Q1: 4,236 shares 4,236 $386K 0.03% +35 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: 1,680 shares; 2024Q4: 1,689 shares; 2025Q1: 1,938 shares; 2025Q2: 1,816 shares; 2025Q3: 1,884 shares; 2025Q4: 1,974 shares; 2026Q1: 1,876 shares 1,876 $381K 0.03% -98 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,301 shares; 2025Q1: 2,483 shares; 2025Q2: 2,451 shares; 2025Q3: 2,807 shares; 2025Q4: 3,423 shares; 2026Q1: 4,040 shares 4,040 $381K 0.03% +617 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,018 shares; 2026Q1: 21,118 shares 21,118 $379K 0.03% +1,100 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $378K 0.03% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,917 shares 1,917 $378K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,961 shares; 2025Q2: 7,675 shares; 2025Q3: 7,719 shares; 2025Q4: 7,708 shares; 2026Q1: 7,347 shares 7,347 $378K 0.03% -361 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 1,348 shares 1,348 $376K 0.03% +764 Timeline VWOB 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: 43 shares; 2024Q4: 365 shares; 2025Q1: 1,747 shares; 2025Q2: 3,230 shares; 2025Q3: 3,845 shares; 2025Q4: 5,317 shares; 2026Q1: 5,701 shares 5,701 $374K 0.03% +384 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 9,271 shares; 2025Q1: 7,522 shares; 2025Q2: 7,451 shares; 2025Q3: 7,451 shares; 2025Q4: 7,478 shares; 2026Q1: 7,553 shares 7,553 $370K 0.03% +75 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: 2,685 shares; 2024Q4: 2,707 shares; 2025Q1: 2,490 shares; 2025Q2: 2,501 shares; 2025Q3: 2,516 shares; 2025Q4: 1,898 shares; 2026Q1: 1,938 shares 1,938 $367K 0.03% +40 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 6,504 shares; 2025Q3: 6,248 shares; 2025Q4: 6,644 shares; 2026Q1: 11,022 shares 11,022 $367K 0.03% +4,378 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,784 shares; 2025Q4: not reported; 2026Q1: 2,098 shares 2,098 $364K 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 5,539 shares; 2025Q1: 5,534 shares; 2025Q2: 5,192 shares; 2025Q3: 5,266 shares; 2025Q4: 5,266 shares; 2026Q1: 5,017 shares 5,017 $363K 0.03% -249 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 14,750 shares; 2025Q1: 17,714 shares; 2025Q2: 16,470 shares; 2025Q3: 15,814 shares; 2025Q4: 12,888 shares; 2026Q1: 12,625 shares 12,625 $362K 0.03% -263 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: 1,916 shares; 2024Q4: 1,976 shares; 2025Q1: 1,784 shares; 2025Q2: 1,752 shares; 2025Q3: 1,963 shares; 2025Q4: 1,864 shares; 2026Q1: 1,710 shares 1,710 $361K 0.03% -154 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 reported; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 1,765 shares; 2025Q3: 1,716 shares; 2025Q4: 1,717 shares; 2026Q1: 1,729 shares 1,729 $359K 0.03% +12 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,699 shares; 2025Q3: 1,704 shares; 2025Q4: 1,699 shares; 2026Q1: 1,713 shares 1,713 $358K 0.03% +14 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: 2,535 shares; 2024Q4: 2,535 shares; 2025Q1: 2,585 shares; 2025Q2: 2,587 shares; 2025Q3: 2,511 shares; 2025Q4: 2,513 shares; 2026Q1: 2,434 shares 2,434 $355K 0.03% -79 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: 4,556 shares; 2024Q4: 3,586 shares; 2025Q1: 5,411 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares; 2025Q4: 6,731 shares; 2026Q1: 6,731 shares 6,731 $355K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 5,353 shares 5,353 $355K 0.03% 0 Timeline PDEC 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: 50 shares; 2024Q4: 563 shares; 2025Q1: 513 shares; 2025Q2: 8,178 shares; 2025Q3: 8,148 shares; 2025Q4: 8,293 shares; 2026Q1: 8,293 shares 8,293 $352K 0.03% 0 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: 467 shares; 2024Q4: 437 shares; 2025Q1: 627 shares; 2025Q2: 645 shares; 2025Q3: 692 shares; 2025Q4: 729 shares; 2026Q1: 762 shares 762 $351K 0.03% +33 Timeline CGHM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,780 shares; 2026Q1: 13,800 shares 13,800 $349K 0.03% +20 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,155 shares; 2026Q1: 12,670 shares 12,670 $349K 0.03% +3,515 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 214 shares; 2026Q1: 185 shares 185 $349K 0.03% -29 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 2,933 shares; 2025Q1: 1,467 shares; 2025Q2: 1,366 shares; 2025Q3: 1,325 shares; 2025Q4: 1,915 shares; 2026Q1: 1,876 shares 1,876 $346K 0.03% -39 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,900 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,450 shares 8,450 $345K 0.03% -50 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: 2,239 shares; 2024Q4: 2,240 shares; 2025Q1: 2,241 shares; 2025Q2: 2,217 shares; 2025Q3: 2,358 shares; 2025Q4: 2,359 shares; 2026Q1: 2,275 shares 2,275 $344K 0.03% -84 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,820 shares; 2025Q1: 2,501 shares; 2025Q2: 2,975 shares; 2025Q3: 3,033 shares; 2025Q4: 2,845 shares; 2026Q1: 2,895 shares 2,895 $342K 0.02% +50 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,315 shares; 2025Q1: 5,410 shares; 2025Q2: 5,291 shares; 2025Q3: 6,066 shares; 2025Q4: 7,534 shares; 2026Q1: 7,276 shares 7,276 $342K 0.02% -258 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 6,783 shares 6,783 $339K 0.02% +4,613 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 11,926 shares; 2025Q1: 15,724 shares; 2025Q2: 15,729 shares; 2025Q3: 16,138 shares; 2025Q4: 15,674 shares; 2026Q1: 15,678 shares 15,678 $336K 0.02% +4 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,024 shares; 2025Q1: 5,579 shares; 2025Q2: 5,489 shares; 2025Q3: 5,713 shares; 2025Q4: 5,425 shares; 2026Q1: 5,442 shares 5,442 $335K 0.02% +17 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 3,826 shares; 2025Q1: 3,291 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,236 shares; 2026Q1: 2,661 shares 2,661 $335K 0.02% -575 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 1,901 shares; 2025Q3: 2,015 shares; 2025Q4: 2,084 shares; 2026Q1: 2,117 shares 2,117 $333K 0.02% +33 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,242 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,615 shares; 2025Q4: 1,840 shares; 2026Q1: 1,877 shares 1,877 $330K 0.02% +37 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,558 shares; 2025Q1: 4,780 shares; 2025Q2: 4,791 shares; 2025Q3: 4,942 shares; 2025Q4: 4,953 shares; 2026Q1: 4,613 shares 4,613 $329K 0.02% -340 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,525 shares; 2024Q4: 13,525 shares; 2025Q1: 13,525 shares; 2025Q2: 13,525 shares; 2025Q3: 13,275 shares; 2025Q4: 13,275 shares; 2026Q1: 16,750 shares 16,750 $327K 0.02% +3,475 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: 13,474 shares; 2024Q4: 13,596 shares; 2025Q1: 13,763 shares; 2025Q2: 13,919 shares; 2025Q3: 16,205 shares; 2025Q4: 16,766 shares; 2026Q1: 16,898 shares 16,898 $326K 0.02% +132 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 413 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 836 shares; 2025Q4: 844 shares; 2026Q1: 822 shares 822 $326K 0.02% -22 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 6,503 shares; 2026Q1: 6,406 shares 6,406 $323K 0.02% -97 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 16,368 shares; 2025Q1: 16,257 shares; 2025Q2: 16,645 shares; 2025Q3: 17,650 shares; 2025Q4: 17,650 shares; 2026Q1: 18,106 shares 18,106 $322K 0.02% +456 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: 1,965 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,528 shares; 2026Q1: 1,549 shares 1,549 $321K 0.02% +21 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $321K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 1,607 shares; 2025Q3: 1,506 shares; 2025Q4: 1,641 shares; 2026Q1: 1,611 shares 1,611 $319K 0.02% -30 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,842 shares; 2026Q1: 7,842 shares 7,842 $318K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,558 shares; 2024Q4: 25,563 shares; 2025Q1: 21,969 shares; 2025Q2: 21,475 shares; 2025Q3: 21,980 shares; 2025Q4: 18,984 shares; 2026Q1: 19,041 shares 19,041 $318K 0.02% +57 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,403 shares; 2024Q4: 13,216 shares; 2025Q1: 13,310 shares; 2025Q2: 13,411 shares; 2025Q3: 13,527 shares; 2025Q4: 12,900 shares; 2026Q1: 12,560 shares 12,560 $317K 0.02% -340 Timeline