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: 31,935 shares; 2024Q4: 31,609 shares; 2025Q1: 33,679 shares; 2025Q2: 34,938 shares; 2025Q3: 35,770 shares; 2025Q4: 37,259 shares; 2026Q1: 41,782 shares 41,782 $14.7M 6.78% +4,523 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: 384,705 shares; 2024Q4: 417,615 shares; 2025Q1: 421,408 shares; 2025Q2: 408,075 shares; 2025Q3: 408,697 shares; 2025Q4: 29,371 shares; 2026Q1: 233,580 shares 233,580 $7.36M 3.39% +204,209 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,564 shares; 2025Q4: 169,968 shares; 2026Q1: 271,190 shares 271,190 $5.03M 2.32% +101,222 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: 20,451 shares; 2024Q4: 21,029 shares; 2025Q1: 20,129 shares; 2025Q2: 20,260 shares; 2025Q3: 20,375 shares; 2025Q4: 19,630 shares; 2026Q1: 18,768 shares 18,768 $4.95M 2.28% -862 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: 59,046 shares; 2024Q4: 62,954 shares; 2025Q1: 62,766 shares; 2025Q2: 64,330 shares; 2025Q3: 64,496 shares; 2025Q4: 65,215 shares; 2026Q1: 66,954 shares 66,954 $4.48M 2.06% +1,739 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: 27,985 shares; 2024Q4: 27,819 shares; 2025Q1: 31,246 shares; 2025Q2: 70,212 shares; 2025Q3: 72,600 shares; 2025Q4: 78,311 shares; 2026Q1: 95,683 shares 95,683 $4.35M 2.01% +17,372 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: 5,060 shares; 2024Q4: 5,074 shares; 2025Q1: 5,189 shares; 2025Q2: 5,697 shares; 2025Q3: 5,620 shares; 2025Q4: 5,552 shares; 2026Q1: 4,780 shares 4,780 $4.23M 1.95% -772 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,130 shares; 2024Q4: 22,703 shares; 2025Q1: 28,550 shares; 2025Q2: 39,880 shares; 2025Q3: 42,835 shares; 2025Q4: 44,464 shares; 2026Q1: 52,098 shares 52,098 $3.85M 1.77% +7,634 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,953 shares; 2025Q2: 36,934 shares; 2025Q3: 131,238 shares; 2025Q4: 102,650 shares; 2026Q1: 97,305 shares 97,305 $3.84M 1.77% -5,345 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: 14,532 shares; 2024Q4: 14,458 shares; 2025Q1: 13,747 shares; 2025Q2: 12,647 shares; 2025Q3: 12,427 shares; 2025Q4: 12,587 shares; 2026Q1: 13,552 shares 13,552 $3.67M 1.69% +965 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: 5,142 shares; 2024Q4: 7,352 shares; 2025Q1: 13,861 shares; 2025Q2: 19,633 shares; 2025Q3: 25,677 shares; 2025Q4: 26,812 shares; 2026Q1: 34,239 shares 34,239 $3.66M 1.69% +7,427 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: 14,870 shares; 2024Q4: 16,873 shares; 2025Q1: 17,665 shares; 2025Q2: 17,126 shares; 2025Q3: 21,553 shares; 2025Q4: 21,352 shares; 2026Q1: 24,657 shares 24,657 $3.2M 1.48% +3,305 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,646 shares; 2024Q4: 100,112 shares; 2025Q1: 107,010 shares; 2025Q2: 104,141 shares; 2025Q3: 89,461 shares; 2025Q4: 82,840 shares; 2026Q1: 83,749 shares 83,749 $3.18M 1.47% +909 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: 8,269 shares; 2024Q4: 8,802 shares; 2025Q1: 8,664 shares; 2025Q2: 8,660 shares; 2025Q3: 8,618 shares; 2025Q4: 8,808 shares; 2026Q1: 9,051 shares 9,051 $3.04M 1.4% +243 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,208 shares; 2025Q2: 43,676 shares; 2025Q3: 46,887 shares; 2025Q4: 49,391 shares; 2026Q1: 59,271 shares 59,271 $3.03M 1.39% +9,880 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: 51,745 shares; 2024Q4: 51,000 shares; 2025Q1: 50,290 shares; 2025Q2: 50,278 shares; 2025Q3: 51,164 shares; 2025Q4: 47,952 shares; 2026Q1: 47,089 shares 47,089 $2.98M 1.37% -863 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: 7,523 shares; 2024Q4: 10,550 shares; 2025Q1: 13,161 shares; 2025Q2: 14,536 shares; 2025Q3: 14,401 shares; 2025Q4: 14,236 shares; 2026Q1: 14,047 shares 14,047 $2.93M 1.35% -189 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: 50,999 shares; 2024Q4: 48,289 shares; 2025Q1: 46,365 shares; 2025Q2: 45,240 shares; 2025Q3: 43,771 shares; 2025Q4: 38,193 shares; 2026Q1: 37,920 shares 37,920 $2.77M 1.28% -273 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,186 shares; 2024Q4: 29,702 shares; 2025Q1: 29,150 shares; 2025Q2: 28,251 shares; 2025Q3: 30,084 shares; 2025Q4: 29,652 shares; 2026Q1: 31,193 shares 31,193 $2.73M 1.26% +1,541 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,991 shares; 2024Q4: 119,328 shares; 2025Q1: 119,328 shares; 2025Q2: 115,825 shares; 2025Q3: 113,542 shares; 2025Q4: 111,042 shares; 2026Q1: 110,458 shares 110,458 $2.67M 1.23% -584 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,322 shares; 2025Q3: 40,340 shares; 2025Q4: 44,239 shares; 2026Q1: 56,905 shares 56,905 $2.64M 1.22% +12,666 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: 20,031 shares; 2024Q4: 22,892 shares; 2025Q1: 22,643 shares; 2025Q2: 22,163 shares; 2025Q3: 24,015 shares; 2025Q4: 23,771 shares; 2026Q1: 24,642 shares 24,642 $2.64M 1.22% +871 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: 4,339 shares; 2024Q4: 5,842 shares; 2025Q1: 6,577 shares; 2025Q2: 6,705 shares; 2025Q3: 9,065 shares; 2025Q4: 9,127 shares; 2026Q1: 11,588 shares 11,588 $2.56M 1.18% +2,461 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,251 shares; 2025Q3: 60,831 shares; 2025Q4: 65,843 shares; 2026Q1: 84,662 shares 84,662 $2.55M 1.18% +18,819 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: 23,847 shares; 2024Q4: 24,800 shares; 2025Q1: 25,427 shares; 2025Q2: 25,586 shares; 2025Q3: 26,213 shares; 2025Q4: 26,580 shares; 2026Q1: 26,693 shares 26,693 $2.5M 1.15% +113 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: 14,644 shares; 2024Q4: 15,488 shares; 2025Q1: 15,774 shares; 2025Q2: 15,361 shares; 2025Q3: 14,989 shares; 2025Q4: 16,692 shares; 2026Q1: 15,995 shares 15,995 $2.38M 1.1% -697 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 11,258 shares; 2025Q1: 11,510 shares; 2025Q2: 10,926 shares; 2025Q3: 11,137 shares; 2025Q4: 13,021 shares; 2026Q1: 14,060 shares 14,060 $2.08M 0.96% +1,039 Timeline PJUL 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: 43,726 shares; 2025Q3: 44,231 shares; 2025Q4: 44,319 shares; 2026Q1: 41,302 shares 41,302 $1.97M 0.91% -3,017 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,609 shares; 2025Q1: 2,621 shares; 2025Q2: 2,931 shares; 2025Q3: 2,965 shares; 2025Q4: 2,918 shares; 2026Q1: 2,690 shares 2,690 $1.93M 0.89% -228 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,402 shares; 2024Q4: 247,204 shares; 2025Q1: 246,464 shares; 2025Q2: 250,025 shares; 2025Q3: 255,853 shares; 2025Q4: 240,327 shares; 2026Q1: 186,158 shares 186,158 $1.89M 0.87% -54,169 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: 6,918 shares; 2024Q4: 7,354 shares; 2025Q1: 7,299 shares; 2025Q2: 6,646 shares; 2025Q3: 6,434 shares; 2025Q4: 6,295 shares; 2026Q1: 6,064 shares 6,064 $1.87M 0.86% -231 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,067 shares; 2025Q1: 2,038 shares; 2025Q2: 1,987 shares; 2025Q3: 2,235 shares; 2025Q4: 2,262 shares; 2026Q1: 17,332 shares 17,332 $1.81M 0.83% +15,070 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 6,766 shares; 2025Q1: 6,643 shares; 2025Q2: 6,643 shares; 2025Q3: 7,777 shares; 2025Q4: 7,785 shares; 2026Q1: 10,951 shares 10,951 $1.76M 0.81% +3,166 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 756 shares; 2025Q1: 1,447 shares; 2025Q2: 1,824 shares; 2025Q3: 1,866 shares; 2025Q4: 1,768 shares; 2026Q1: 1,500 shares 1,500 $1.72M 0.79% -268 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,868 shares; 2025Q1: 6,613 shares; 2025Q2: 6,515 shares; 2025Q3: 6,665 shares; 2025Q4: 7,403 shares; 2026Q1: 7,413 shares 7,413 $1.69M 0.78% +10 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: 36,112 shares; 2024Q4: 114,295 shares; 2025Q1: 127,115 shares; 2025Q2: 92,659 shares; 2025Q3: 48,749 shares; 2025Q4: 48,206 shares; 2026Q1: 52,280 shares 52,280 $1.63M 0.75% +4,074 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: 3,834 shares; 2024Q4: 4,695 shares; 2025Q1: 4,564 shares; 2025Q2: 4,472 shares; 2025Q3: 4,513 shares; 2025Q4: 4,564 shares; 2026Q1: 4,560 shares 4,560 $1.57M 0.72% -4 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: 2,035 shares; 2024Q4: 2,062 shares; 2025Q1: 2,183 shares; 2025Q2: 2,211 shares; 2025Q3: 2,404 shares; 2025Q4: 2,452 shares; 2026Q1: 2,353 shares 2,353 $1.55M 0.71% -99 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: 10,871 shares; 2024Q4: 11,181 shares; 2025Q1: 11,694 shares; 2025Q2: 13,599 shares; 2025Q3: 13,138 shares; 2025Q4: 13,098 shares; 2026Q1: 13,216 shares 13,216 $1.48M 0.68% +118 Timeline PMMF 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: 14,316 shares 14,316 $1.44M 0.66% new 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: 5,496 shares; 2024Q4: 5,751 shares; 2025Q1: 5,742 shares; 2025Q2: 5,832 shares; 2025Q3: 5,732 shares; 2025Q4: 5,699 shares; 2026Q1: 5,758 shares 5,758 $1.41M 0.65% +59 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: 9,342 shares; 2024Q4: 41,738 shares; 2025Q1: 43,272 shares; 2025Q2: 38,056 shares; 2025Q3: 37,688 shares; 2025Q4: 39,742 shares; 2026Q1: 42,342 shares 42,342 $1.39M 0.64% +2,600 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 65,078 shares 65,078 $1.39M 0.64% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,829 shares; 2025Q1: 4,731 shares; 2025Q2: 4,531 shares; 2025Q3: 4,450 shares; 2025Q4: 4,331 shares; 2026Q1: 4,296 shares 4,296 $1.37M 0.63% -35 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: 2,058 shares; 2024Q4: 3,846 shares; 2025Q1: 3,958 shares; 2025Q2: 4,108 shares; 2025Q3: 4,129 shares; 2025Q4: 8,348 shares; 2026Q1: 8,528 shares 8,528 $1.37M 0.63% +180 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: 4,030 shares; 2024Q4: 4,924 shares; 2025Q1: 4,205 shares; 2025Q2: 4,243 shares; 2025Q3: 4,151 shares; 2025Q4: 3,914 shares; 2026Q1: 3,209 shares 3,209 $1.36M 0.63% -705 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: 5,113 shares; 2024Q4: 5,908 shares; 2025Q1: 5,842 shares; 2025Q2: 5,280 shares; 2025Q3: 6,117 shares; 2025Q4: 6,098 shares; 2026Q1: 7,471 shares 7,471 $1.3M 0.6% +1,373 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: 14,940 shares; 2024Q4: 16,102 shares; 2025Q1: 15,378 shares; 2025Q2: 15,412 shares; 2025Q3: 15,358 shares; 2025Q4: 11,009 shares; 2026Q1: 8,733 shares 8,733 $1.24M 0.57% -2,276 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,802 shares; 2025Q1: 1,654 shares; 2025Q2: 1,653 shares; 2025Q3: 1,600 shares; 2025Q4: 1,601 shares; 2026Q1: 1,450 shares 1,450 $1.21M 0.56% -151 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,743 shares; 2025Q3: 5,778 shares; 2025Q4: 12,386 shares; 2026Q1: 30,732 shares 30,732 $1.18M 0.54% +18,346 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,547 shares; 2024Q4: 18,729 shares; 2025Q1: 16,980 shares; 2025Q2: 17,240 shares; 2025Q3: 18,019 shares; 2025Q4: 19,150 shares; 2026Q1: 17,674 shares 17,674 $1.15M 0.53% -1,476 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,054 shares; 2025Q4: 7,875 shares; 2026Q1: 9,889 shares 9,889 $1.11M 0.51% +2,014 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,791 shares 22,791 $1.1M 0.51% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,112 shares; 2024Q4: 13,081 shares; 2025Q1: 13,196 shares; 2025Q2: 13,456 shares; 2025Q3: 13,328 shares; 2025Q4: 8,638 shares; 2026Q1: 8,415 shares 8,415 $1.09M 0.5% -223 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,077 shares; 2026Q1: 11,783 shares 11,783 $1.08M 0.5% +706 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,392 shares 10,392 $1.08M 0.5% new 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: 7,526 shares; 2024Q4: 9,321 shares; 2025Q1: 9,036 shares; 2025Q2: 7,818 shares; 2025Q3: 8,694 shares; 2025Q4: 7,885 shares; 2026Q1: 8,182 shares 8,182 $1.06M 0.49% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,503 shares 39,503 $1.06M 0.49% new 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: 18,870 shares; 2024Q4: 24,069 shares; 2025Q1: 24,791 shares; 2025Q2: 24,830 shares; 2025Q3: 24,079 shares; 2025Q4: 22,599 shares; 2026Q1: 21,891 shares 21,891 $1.04M 0.48% -708 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,837 shares; 2024Q4: 1,878 shares; 2025Q1: 1,946 shares; 2025Q2: 1,786 shares; 2025Q3: 1,670 shares; 2025Q4: 1,801 shares; 2026Q1: 2,152 shares 2,152 $1.01M 0.47% +351 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: 1,060 shares; 2024Q4: 946 shares; 2025Q1: 984 shares; 2025Q2: 1,017 shares; 2025Q3: 1,054 shares; 2025Q4: 809 shares; 2026Q1: 968 shares 968 $979K 0.45% +159 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: 4,292 shares; 2024Q4: 5,186 shares; 2025Q1: 5,184 shares; 2025Q2: 5,204 shares; 2025Q3: 5,250 shares; 2025Q4: 5,386 shares; 2026Q1: 5,247 shares 5,247 $972K 0.45% -139 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: 4,636 shares; 2024Q4: 6,595 shares; 2025Q1: 7,546 shares; 2025Q2: 8,102 shares; 2025Q3: 8,788 shares; 2025Q4: 5,575 shares; 2026Q1: 4,538 shares 4,538 $947K 0.44% -1,037 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: 2,424 shares; 2024Q4: 2,470 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,440 shares; 2025Q4: 2,437 shares; 2026Q1: 2,706 shares 2,706 $927K 0.43% +269 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: 27,996 shares; 2024Q4: 37,936 shares; 2025Q1: 38,091 shares; 2025Q2: 35,892 shares; 2025Q3: 36,740 shares; 2025Q4: 35,138 shares; 2026Q1: 34,218 shares 34,218 $897K 0.41% -920 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,529 shares; 2025Q1: 5,712 shares; 2025Q2: 5,812 shares; 2025Q3: 5,944 shares; 2025Q4: 6,403 shares; 2026Q1: 6,628 shares 6,628 $894K 0.41% +225 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: not reported; 2026Q1: 17,813 shares 17,813 $890K 0.41% new 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: 9,462 shares; 2024Q4: 4,298 shares; 2025Q1: 4,606 shares; 2025Q2: 4,767 shares; 2025Q3: 5,369 shares; 2025Q4: 6,556 shares; 2026Q1: 6,906 shares 6,906 $879K 0.41% +350 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: 8,150 shares; 2025Q1: 7,761 shares; 2025Q2: 7,681 shares; 2025Q3: 7,507 shares; 2025Q4: 5,723 shares; 2026Q1: 6,162 shares 6,162 $876K 0.4% +439 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 6,653 shares; 2025Q1: 7,033 shares; 2025Q2: 8,593 shares; 2025Q3: 8,722 shares; 2025Q4: 5,910 shares; 2026Q1: 8,017 shares 8,017 $870K 0.4% +2,107 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 588 shares; 2025Q4: 811 shares; 2026Q1: 1,073 shares 1,073 $858K 0.4% +262 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,490 shares; 2025Q1: 1,474 shares; 2025Q2: 1,524 shares; 2025Q3: 1,668 shares; 2025Q4: 1,743 shares; 2026Q1: 1,629 shares 1,629 $836K 0.39% -114 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,823 shares 25,823 $835K 0.38% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,966 shares; 2024Q4: 23,248 shares; 2025Q1: 22,284 shares; 2025Q2: 22,276 shares; 2025Q3: 20,939 shares; 2025Q4: 14,268 shares; 2026Q1: 13,080 shares 13,080 $828K 0.38% -1,188 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,538 shares; 2026Q1: 41,468 shares 41,468 $791K 0.36% +18,930 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: 7,472 shares; 2024Q4: 7,521 shares; 2025Q1: 7,472 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,062 shares 6,062 $776K 0.36% -530 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,515 shares; 2025Q1: 7,683 shares; 2025Q2: 7,716 shares; 2025Q3: 8,006 shares; 2025Q4: 8,186 shares; 2026Q1: 5,512 shares 5,512 $750K 0.35% -2,674 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,601 shares; 2024Q4: 10,956 shares; 2025Q1: 7,127 shares; 2025Q2: 6,749 shares; 2025Q3: 6,788 shares; 2025Q4: 3,683 shares; 2026Q1: 3,728 shares 3,728 $746K 0.34% +45 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: 8,625 shares; 2024Q4: 8,763 shares; 2025Q1: 8,443 shares; 2025Q2: 8,457 shares; 2025Q3: 7,963 shares; 2025Q4: 8,178 shares; 2026Q1: 7,916 shares 7,916 $736K 0.34% -262 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,997 shares 14,997 $700K 0.32% new Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,462 shares; 2024Q4: 79,713 shares; 2025Q1: 80,630 shares; 2025Q2: 79,908 shares; 2025Q3: 80,894 shares; 2025Q4: 71,013 shares; 2026Q1: 67,635 shares 67,635 $699K 0.32% -3,378 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,669 shares; 2025Q1: 1,664 shares; 2025Q2: 2,153 shares; 2025Q3: 2,154 shares; 2025Q4: 2,158 shares; 2026Q1: 2,153 shares 2,153 $675K 0.31% -5 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,134 shares; 2025Q1: 1,239 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 2,701 shares; 2026Q1: 2,440 shares 2,440 $673K 0.31% -261 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,964 shares; 2024Q4: 15,522 shares; 2025Q1: 14,031 shares; 2025Q2: 9,715 shares; 2025Q3: 9,469 shares; 2025Q4: 8,744 shares; 2026Q1: 8,763 shares 8,763 $672K 0.31% +19 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 1,154 shares; 2025Q1: 1,189 shares; 2025Q2: 1,469 shares; 2025Q3: 2,261 shares; 2025Q4: 2,822 shares; 2026Q1: 1,882 shares 1,882 $663K 0.31% -940 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: 8,961 shares; 2024Q4: 9,565 shares; 2025Q1: 9,760 shares; 2025Q2: 9,055 shares; 2025Q3: 8,531 shares; 2025Q4: 8,547 shares; 2026Q1: 8,639 shares 8,639 $662K 0.31% +92 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: 1,588 shares; 2024Q4: 1,741 shares; 2025Q1: 1,658 shares; 2025Q2: 1,652 shares; 2025Q3: 1,505 shares; 2025Q4: 1,562 shares; 2026Q1: 1,508 shares 1,508 $638K 0.29% -54 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 3,348 shares 3,348 $627K 0.29% +2,019 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,538 shares; 2026Q1: 10,081 shares 10,081 $619K 0.29% +2,543 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: 1,614 shares; 2026Q1: 1,536 shares 1,536 $618K 0.29% -78 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: 74 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 124 shares; 2025Q3: 136 shares; 2025Q4: 163 shares; 2026Q1: 172 shares 172 $615K 0.28% +9 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: 550 shares; 2024Q4: 787 shares; 2025Q1: 803 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 981 shares; 2026Q1: 879 shares 879 $594K 0.27% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,902 shares 6,902 $588K 0.27% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,556 shares; 2025Q1: 1,558 shares; 2025Q2: 1,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,793 shares 3,793 $588K 0.27% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 10,879 shares; 2025Q1: 10,559 shares; 2025Q2: 9,458 shares; 2025Q3: 7,689 shares; 2025Q4: 6,013 shares; 2026Q1: 5,704 shares 5,704 $580K 0.27% -309 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 23,771 shares; 2025Q1: 23,371 shares; 2025Q2: 24,147 shares; 2025Q3: 23,910 shares; 2025Q4: 15,165 shares; 2026Q1: 21,388 shares 21,388 $580K 0.27% +6,223 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: 15,791 shares; 2024Q4: 14,319 shares; 2025Q1: 14,147 shares; 2025Q2: 12,969 shares; 2025Q3: 11,805 shares; 2025Q4: 12,800 shares; 2026Q1: 12,420 shares 12,420 $576K 0.27% -380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,033 shares 21,033 $553K 0.26% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,165 shares; 2025Q1: 1,230 shares; 2025Q2: 1,088 shares; 2025Q3: 965 shares; 2025Q4: 968 shares; 2026Q1: 6,540 shares 6,540 $545K 0.25% +5,572 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,969 shares; 2026Q1: 3,962 shares 3,962 $539K 0.25% +993 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: 958 shares; 2024Q4: 2,209 shares; 2025Q1: 2,545 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,284 shares; 2026Q1: 1,799 shares 1,799 $510K 0.24% -485 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,821 shares; 2025Q3: 4,856 shares; 2025Q4: 4,818 shares; 2026Q1: 5,287 shares 5,287 $484K 0.22% +469 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: 15,612 shares; 2024Q4: 12,059 shares; 2025Q1: 11,922 shares; 2025Q2: 11,451 shares; 2025Q3: 10,079 shares; 2025Q4: 2,950 shares; 2026Q1: 2,695 shares 2,695 $480K 0.22% -255 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,079 shares 2,079 $476K 0.22% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,170 shares; 2025Q4: 3,755 shares; 2026Q1: 5,104 shares 5,104 $475K 0.22% +1,349 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,220 shares 11,220 $472K 0.22% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,270 shares; 2025Q1: 2,770 shares; 2025Q2: 3,687 shares; 2025Q3: 2,972 shares; 2025Q4: 4,965 shares; 2026Q1: 5,332 shares 5,332 $467K 0.22% +367 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,784 shares; 2025Q3: 4,712 shares; 2025Q4: 4,662 shares; 2026Q1: 8,114 shares 8,114 $459K 0.21% +3,452 Timeline IWN 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: 2,438 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,272 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares; 2026Q1: 2,168 shares 2,168 $449K 0.21% -54 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: not reported; 2024Q4: 4,654 shares; 2025Q1: 5,158 shares; 2025Q2: 5,441 shares; 2025Q3: 5,974 shares; 2025Q4: 6,762 shares; 2026Q1: 7,572 shares 7,572 $448K 0.21% +810 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,164 shares; 2026Q1: 7,016 shares 7,016 $442K 0.2% +1,852 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 8,095 shares; 2025Q1: 8,096 shares; 2025Q2: 8,367 shares; 2025Q3: 8,620 shares; 2025Q4: 7,455 shares; 2026Q1: 6,646 shares 6,646 $442K 0.2% -809 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,439 shares; 2024Q4: 42,084 shares; 2025Q1: 43,470 shares; 2025Q2: 44,195 shares; 2025Q3: 48,739 shares; 2025Q4: 42,623 shares; 2026Q1: 42,295 shares 42,295 $432K 0.2% -328 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,083 shares; 2025Q1: 1,567 shares; 2025Q2: 2,381 shares; 2025Q3: 2,373 shares; 2025Q4: 3,488 shares; 2026Q1: 3,448 shares 3,448 $419K 0.19% -40 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,489 shares; 2025Q1: 1,249 shares; 2025Q2: 1,224 shares; 2025Q3: 1,227 shares; 2025Q4: 1,182 shares; 2026Q1: 1,332 shares 1,332 $418K 0.19% +150 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,404 shares; 2024Q4: 6,429 shares; 2025Q1: 6,965 shares; 2025Q2: 7,265 shares; 2025Q3: 7,965 shares; 2025Q4: 7,078 shares; 2026Q1: 7,127 shares 7,127 $415K 0.19% +49 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,574 shares; 2025Q2: 6,322 shares; 2025Q3: 6,301 shares; 2025Q4: 8,022 shares; 2026Q1: 6,403 shares 6,403 $408K 0.19% -1,619 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: 906 shares; 2024Q4: 783 shares; 2025Q1: 1,173 shares; 2025Q2: 1,140 shares; 2025Q3: 926 shares; 2025Q4: 3,440 shares; 2026Q1: 4,364 shares 4,364 $403K 0.19% +924 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,420 shares 2,420 $403K 0.19% new Timeline FXL 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: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,777 shares; 2026Q1: 2,120 shares 2,120 $392K 0.18% +343 Timeline POCT 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: 8,652 shares; 2026Q1: 8,641 shares 8,641 $391K 0.18% -11 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,433 shares 2,433 $390K 0.18% new Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 23,447 shares; 2025Q1: 24,669 shares; 2025Q2: 25,377 shares; 2025Q3: 25,582 shares; 2025Q4: 22,570 shares; 2026Q1: 22,574 shares 22,574 $388K 0.18% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: 2,886 shares; 2025Q2: 2,921 shares; 2025Q3: 2,407 shares; 2025Q4: 2,159 shares; 2026Q1: 3,187 shares 3,187 $388K 0.18% +1,028 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,916 shares; 2025Q4: 8,416 shares; 2026Q1: 5,617 shares 5,617 $386K 0.18% -2,799 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 2,045 shares; 2025Q4: 2,174 shares; 2026Q1: 2,222 shares 2,222 $383K 0.18% +48 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,417 shares; 2025Q1: 1,375 shares; 2025Q2: 1,292 shares; 2025Q3: 1,293 shares; 2025Q4: 1,295 shares; 2026Q1: 1,277 shares 1,277 $383K 0.18% -18 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,246 shares; 2024Q4: 46,798 shares; 2025Q1: 47,246 shares; 2025Q2: 47,782 shares; 2025Q3: 45,817 shares; 2025Q4: 30,277 shares; 2026Q1: 29,725 shares 29,725 $381K 0.18% -552 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,900 shares; 2024Q4: 23,253 shares; 2025Q1: 17,201 shares; 2025Q2: 15,351 shares; 2025Q3: 20,580 shares; 2025Q4: 21,480 shares; 2026Q1: 22,290 shares 22,290 $378K 0.17% +810 Timeline IJJ 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: 2,964 shares; 2024Q4: 2,969 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares 2,644 $374K 0.17% 0 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: 5,347 shares; 2024Q4: 2,096 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares 1,986 $374K 0.17% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,980 shares; 2025Q1: 6,520 shares; 2025Q2: 6,556 shares; 2025Q3: 8,941 shares; 2025Q4: 8,916 shares; 2026Q1: 6,483 shares 6,483 $370K 0.17% -2,433 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: 4,319 shares; 2024Q4: 4,866 shares; 2025Q1: 4,825 shares; 2025Q2: 4,811 shares; 2025Q3: 4,501 shares; 2025Q4: 4,503 shares; 2026Q1: 4,937 shares 4,937 $370K 0.17% +434 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,502 shares 5,502 $370K 0.17% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,568 shares; 2026Q1: 8,568 shares 8,568 $370K 0.17% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 4,413 shares 4,413 $363K 0.17% +1,129 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,595 shares; 2025Q4: 3,131 shares; 2026Q1: 4,189 shares 4,189 $362K 0.17% +1,058 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,660 shares; 2025Q3: 14,955 shares; 2025Q4: 11,157 shares; 2026Q1: 11,159 shares 11,159 $362K 0.17% +2 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,872 shares; 2025Q1: 2,414 shares; 2025Q2: 2,498 shares; 2025Q3: 2,678 shares; 2025Q4: 2,937 shares; 2026Q1: 2,859 shares 2,859 $362K 0.17% -78 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: 12,768 shares; 2024Q4: 12,598 shares; 2025Q1: 12,618 shares; 2025Q2: 14,311 shares; 2025Q3: 14,643 shares; 2025Q4: 13,306 shares; 2026Q1: 13,318 shares 13,318 $360K 0.17% +12 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,431 shares; 2025Q4: 3,016 shares; 2026Q1: 3,757 shares 3,757 $357K 0.16% +741 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: 18,555 shares; 2024Q4: 18,555 shares; 2025Q1: 20,860 shares; 2025Q2: 22,466 shares; 2025Q3: 14,399 shares; 2025Q4: 18,107 shares; 2026Q1: 6,897 shares 6,897 $355K 0.16% -11,210 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,691 shares; 2025Q4: 6,868 shares; 2026Q1: 8,537 shares 8,537 $354K 0.16% +1,669 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244 shares; 2025Q1: 1,153 shares; 2025Q2: 1,327 shares; 2025Q3: 1,439 shares; 2025Q4: 3,014 shares; 2026Q1: 2,916 shares 2,916 $346K 0.16% -98 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,414 shares; 2024Q4: 12,721 shares; 2025Q1: 12,716 shares; 2025Q2: 12,715 shares; 2025Q3: 11,692 shares; 2025Q4: 4,097 shares; 2026Q1: 4,006 shares 4,006 $346K 0.16% -91 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: not reported; 2024Q4: 3,426 shares; 2025Q1: 3,869 shares; 2025Q2: 3,754 shares; 2025Q3: 3,704 shares; 2025Q4: 2,963 shares; 2026Q1: 4,100 shares 4,100 $341K 0.16% +1,137 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: 3,241 shares; 2024Q4: 3,961 shares; 2025Q1: 3,911 shares; 2025Q2: 4,008 shares; 2025Q3: 4,010 shares; 2025Q4: 4,012 shares; 2026Q1: 4,666 shares 4,666 $340K 0.16% +654 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 848 shares; 2025Q4: 935 shares; 2026Q1: 1,200 shares 1,200 $328K 0.15% +265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,131 shares; 2025Q4: 7,336 shares; 2026Q1: 7,336 shares 7,336 $328K 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 880 shares; 2025Q1: 936 shares; 2025Q2: 860 shares; 2025Q3: 810 shares; 2025Q4: 854 shares; 2026Q1: 864 shares 864 $325K 0.15% +10 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,255 shares; 2025Q1: 2,421 shares; 2025Q2: 2,441 shares; 2025Q3: 2,504 shares; 2025Q4: 2,342 shares; 2026Q1: 3,396 shares 3,396 $324K 0.15% +1,054 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,920 shares; 2024Q4: 44,486 shares; 2025Q1: 44,487 shares; 2025Q2: 44,486 shares; 2025Q3: 44,486 shares; 2025Q4: 29,419 shares; 2026Q1: 34,418 shares 34,418 $315K 0.15% +4,999 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $309K 0.14% new Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,289 shares; 2026Q1: 7,144 shares 7,144 $305K 0.14% +855 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 4,530 shares; 2025Q1: 4,533 shares; 2025Q2: 4,535 shares; 2025Q3: 4,537 shares; 2025Q4: 4,540 shares; 2026Q1: 4,200 shares 4,200 $304K 0.14% -340 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: 2,941 shares; 2026Q1: 3,502 shares 3,502 $301K 0.14% +561 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $300K 0.14% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,850 shares; 2025Q1: 5,894 shares; 2025Q2: 5,944 shares; 2025Q3: 6,003 shares; 2025Q4: 5,012 shares; 2026Q1: 5,050 shares 5,050 $297K 0.14% +38 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,080 shares; 2024Q4: 28,455 shares; 2025Q1: 28,456 shares; 2025Q2: 29,040 shares; 2025Q3: 28,421 shares; 2025Q4: 20,278 shares; 2026Q1: 20,717 shares 20,717 $295K 0.14% +439 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares 1,678 $294K 0.14% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 546 shares; 2025Q2: 537 shares; 2025Q3: 543 shares; 2025Q4: 484 shares; 2026Q1: 441 shares 441 $293K 0.14% -43 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: 1,329 shares; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 1,875 shares 1,875 $291K 0.13% +418 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: 3,478 shares; 2025Q2: 3,277 shares; 2025Q3: 3,157 shares; 2025Q4: 3,258 shares; 2026Q1: 3,259 shares 3,259 $290K 0.13% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares 3,506 $289K 0.13% new Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,295 shares 7,295 $288K 0.13% new Timeline FCOM 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: 3,990 shares; 2024Q4: 4,720 shares; 2025Q1: 4,374 shares; 2025Q2: 3,365 shares; 2025Q3: 3,552 shares; 2025Q4: 3,753 shares; 2026Q1: 3,905 shares 3,905 $288K 0.13% +152 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 9,696 shares; 2025Q1: 9,037 shares; 2025Q2: 9,701 shares; 2025Q3: 6,912 shares; 2025Q4: 6,057 shares; 2026Q1: 6,057 shares 6,057 $284K 0.13% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,085 shares; 2024Q4: 13,108 shares; 2025Q1: 12,908 shares; 2025Q2: 11,874 shares; 2025Q3: 11,774 shares; 2025Q4: 11,386 shares; 2026Q1: 10,200 shares 10,200 $283K 0.13% -1,186 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: 10,540 shares; 2024Q4: 9,577 shares; 2025Q1: 6,735 shares; 2025Q2: 6,250 shares; 2025Q3: 5,846 shares; 2025Q4: 10,247 shares; 2026Q1: 6,124 shares 6,124 $283K 0.13% -4,123 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,563 shares; 2026Q1: 1,225 shares 1,225 $281K 0.13% -338 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,326 shares; 2025Q1: 3,181 shares; 2025Q2: 3,183 shares; 2025Q3: 2,976 shares; 2025Q4: 2,050 shares; 2026Q1: 1,620 shares 1,620 $279K 0.13% -430 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,941 shares; 2025Q1: 2,953 shares; 2025Q2: 3,116 shares; 2025Q3: 3,489 shares; 2025Q4: 3,101 shares; 2026Q1: 3,021 shares 3,021 $275K 0.13% -80 Timeline UMH UMH PPTYS INC More: the full row for UMH 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: 15,807 shares; 2026Q1: 17,245 shares 17,245 $271K 0.12% +1,438 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,384 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares 770 $268K 0.12% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,345 shares 3,345 $268K 0.12% new Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,341 shares 3,341 $267K 0.12% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,663 shares; 2024Q4: 19,001 shares; 2025Q1: 18,596 shares; 2025Q2: 18,671 shares; 2025Q3: 18,195 shares; 2025Q4: 14,845 shares; 2026Q1: 6,087 shares 6,087 $267K 0.12% -8,758 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: 2,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 5,162 shares; 2026Q1: 4,691 shares 4,691 $267K 0.12% -471 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,384 shares 5,384 $266K 0.12% new Timeline VAW 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $265K 0.12% new 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: 820 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 819 shares; 2025Q3: 929 shares; 2025Q4: 952 shares; 2026Q1: 974 shares 974 $263K 0.12% +22 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,746 shares 7,746 $260K 0.12% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,327 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,329 shares; 2025Q4: 3,331 shares; 2026Q1: 3,332 shares 3,332 $258K 0.12% +1 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 701 shares; 2025Q1: 755 shares; 2025Q2: 784 shares; 2025Q3: 706 shares; 2025Q4: 2,895 shares; 2026Q1: 2,840 shares 2,840 $256K 0.12% -55 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,741 shares; 2025Q1: 15,402 shares; 2025Q2: 15,831 shares; 2025Q3: 15,681 shares; 2025Q4: 9,343 shares; 2026Q1: 9,737 shares 9,737 $255K 0.12% +394 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: 2,727 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,759 shares; 2025Q3: 2,759 shares; 2025Q4: 2,580 shares; 2026Q1: 2,583 shares 2,583 $253K 0.12% +3 Timeline BUFF 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: 7,694 shares; 2025Q2: 8,768 shares; 2025Q3: 9,386 shares; 2025Q4: 6,807 shares; 2026Q1: 4,852 shares 4,852 $250K 0.12% -1,955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,817 shares; 2025Q3: 11,817 shares; 2025Q4: 11,817 shares; 2026Q1: 13,794 shares 13,794 $250K 0.12% +1,977 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,219 shares; 2024Q4: 23,201 shares; 2025Q1: 27,120 shares; 2025Q2: 6,518 shares; 2025Q3: 6,456 shares; 2025Q4: 5,651 shares; 2026Q1: 4,985 shares 4,985 $248K 0.11% -666 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares 169 $248K 0.11% new 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: 2,515 shares; 2025Q2: 2,585 shares; 2025Q3: 2,513 shares; 2025Q4: 1,948 shares; 2026Q1: 2,036 shares 2,036 $246K 0.11% +88 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 504 shares; 2025Q3: 356 shares; 2025Q4: 465 shares; 2026Q1: 339 shares 339 $243K 0.11% -126 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 50,056 shares; 2025Q1: 49,856 shares; 2025Q2: 47,645 shares; 2025Q3: 44,435 shares; 2025Q4: 22,311 shares; 2026Q1: 20,572 shares 20,572 $241K 0.11% -1,739 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,292 shares 5,292 $240K 0.11% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 13,695 shares; 2025Q1: 13,787 shares; 2025Q2: 13,304 shares; 2025Q3: 13,245 shares; 2025Q4: 7,630 shares; 2026Q1: 7,860 shares 7,860 $240K 0.11% +230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares 642 $236K 0.11% new Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,296 shares 2,296 $235K 0.11% new Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $233K 0.11% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: not reported; 2026Q1: 2,326 shares 2,326 $231K 0.11% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,591 shares; 2025Q1: 5,106 shares; 2025Q2: 5,061 shares; 2025Q3: 5,070 shares; 2025Q4: 4,973 shares; 2026Q1: 4,488 shares 4,488 $231K 0.11% -485 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: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,083 shares 1,083 $231K 0.11% -193 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,558 shares; 2025Q4: 3,558 shares; 2026Q1: 3,904 shares 3,904 $230K 0.11% +346 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,952 shares; 2025Q1: 1,958 shares; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,979 shares; 2026Q1: 1,990 shares 1,990 $228K 0.11% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,525 shares 5,525 $227K 0.1% new 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: 5,610 shares; 2024Q4: 5,663 shares; 2025Q1: 5,668 shares; 2025Q2: 5,697 shares; 2025Q3: 4,718 shares; 2025Q4: 4,744 shares; 2026Q1: 4,450 shares 4,450 $226K 0.1% -294 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: 3,147 shares; 2024Q4: 2,425 shares; 2025Q1: 2,298 shares; 2025Q2: 2,204 shares; 2025Q3: 2,207 shares; 2025Q4: 2,163 shares; 2026Q1: 2,149 shares 2,149 $221K 0.1% -14 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $219K 0.1% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,636 shares 2,636 $217K 0.1% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 5,787 shares; 2025Q1: 5,787 shares; 2025Q2: not reported; 2025Q3: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 4,756 shares 4,756 $214K 0.1% -753 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,868 shares 1,868 $210K 0.1% new 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: 1,187 shares; 2024Q4: 1,460 shares; 2025Q1: 1,426 shares; 2025Q2: 1,317 shares; 2025Q3: 1,305 shares; 2025Q4: 1,048 shares; 2026Q1: 1,039 shares 1,039 $207K 0.1% -9 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,788 shares 2,788 $203K 0.09% new 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: 4,577 shares; 2024Q4: 4,468 shares; 2025Q1: 4,468 shares; 2025Q2: 3,668 shares; 2025Q3: 3,718 shares; 2025Q4: 2,518 shares; 2026Q1: 2,555 shares 2,555 $203K 0.09% +37 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,582 shares 4,582 $202K 0.09% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: 7,267 shares; 2025Q1: 7,311 shares; 2025Q2: 7,309 shares; 2025Q3: 7,056 shares; 2025Q4: 6,012 shares; 2026Q1: 5,767 shares 5,767 $202K 0.09% -245 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,585 shares 2,585 $200K 0.09% new Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,748 shares 10,748 $128K 0.06% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,302 shares; 2026Q1: 10,764 shares 10,764 $119K 0.05% +462 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 13,106 shares; 2026Q1: 13,740 shares 13,740 $105K 0.05% +634 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,747 shares; 2024Q4: 18,747 shares; 2025Q1: 18,747 shares; 2025Q2: 18,747 shares; 2025Q3: 18,747 shares; 2025Q4: 18,747 shares; 2026Q1: 18,747 shares 18,747 $105K 0.05% 0 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 22,600 shares; 2025Q1: 23,100 shares; 2025Q2: 22,500 shares; 2025Q3: 17,010 shares; 2025Q4: 10,808 shares; 2026Q1: 19,113 shares 19,113 $44.9K 0.02% +8,305 Timeline SMEV SIMULATED ENVIRONMENT CONCEPTS More: the full row for SIMULATED ENVIRONMENT CONCEPTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,000 shares; 2024Q4: 1,053,000 shares; 2025Q1: 1,053,000 shares; 2025Q2: 1,053,000 shares; 2025Q3: 1,053,000 shares; 2025Q4: 1,053,000 shares; 2026Q1: 1,053,000 shares 1,053,000 $6.63K <0.01% 0 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,440 shares; 2024Q4: 13,240 shares; 2025Q1: 13,240 shares; 2025Q2: 13,240 shares; 2025Q3: 13,240 shares; 2025Q4: 13,100 shares; 2026Q1: 12,200 shares 12,200 $5.08K <0.01% -900 Timeline INIS RADNOSTIX, INC. COMMON STOCK More: the full row for RADNOSTIX, INC. COMMON STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $1.54K <0.01% 0 Timeline COLLECTIVE AUDIENCE INCORPO… COLLECTIVE AUDIENCE INCORPORATED More: the full row for COLLECTIVE AUDIENCE INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $1K <0.01% 0 VIDEOLOCITY INTERNATIONAL I… VIDEOLOCITY INTERNATIONAL INCORPO… More: the full row for VIDEOLOCITY INTERNATIONAL INCORPORATED COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,000 shares; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 625,000 shares; 2025Q3: 625,000 shares; 2025Q4: 625,000 shares; 2026Q1: 625,000 shares 625,000 $0 0% 0 Value filed as zero, left out of ratios.