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: 63,712 shares; 2024Q4: 65,093 shares; 2025Q1: 64,202 shares; 2025Q2: 64,836 shares; 2025Q3: 70,616 shares; 2025Q4: 72,220 shares; 2026Q1: 76,845 shares 76,845 $50M 7.91% +4,625 Timeline GJAN 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: 130,632 shares; 2024Q4: 130,342 shares; 2025Q1: 110,548 shares; 2025Q2: 109,082 shares; 2025Q3: 106,783 shares; 2025Q4: 105,145 shares; 2026Q1: 866,349 shares 866,349 $36.3M 5.75% +761,204 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: 734,287 shares; 2024Q4: 733,486 shares; 2025Q1: 727,360 shares; 2025Q2: 707,406 shares; 2025Q3: 715,827 shares; 2025Q4: 725,386 shares; 2026Q1: 784,257 shares 784,257 $34.2M 5.41% +58,871 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: 53,209 shares; 2024Q4: 53,800 shares; 2025Q1: 56,005 shares; 2025Q2: 53,852 shares; 2025Q3: 55,639 shares; 2025Q4: 55,348 shares; 2026Q1: 52,760 shares 52,760 $30.5M 4.82% -2,588 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: 43,052 shares; 2024Q4: 37,852 shares; 2025Q1: 36,075 shares; 2025Q2: 29,483 shares; 2025Q3: 36,815 shares; 2025Q4: 37,683 shares; 2026Q1: 40,217 shares 40,217 $26.3M 4.16% +2,534 Timeline QMOM 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: 134,495 shares; 2024Q4: 270,910 shares; 2025Q1: 201,053 shares; 2025Q2: 217,466 shares; 2025Q3: 255,418 shares; 2025Q4: 278,143 shares; 2026Q1: 305,546 shares 305,546 $20.9M 3.3% +27,403 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: 727,319 shares; 2024Q4: 727,741 shares; 2025Q1: 714,275 shares; 2025Q2: 692,946 shares; 2025Q3: 700,010 shares; 2025Q4: 709,775 shares; 2026Q1: 765,621 shares 765,621 $19M 3% +55,846 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,870 shares; 2026Q1: 163,337 shares 163,337 $16.5M 2.6% -45,533 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: 246,230 shares; 2024Q4: 257,054 shares; 2025Q1: 257,580 shares; 2025Q2: 259,753 shares; 2025Q3: 311,753 shares; 2025Q4: 306,855 shares; 2026Q1: 293,582 shares 293,582 $16M 2.54% -13,273 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: 133,858 shares; 2024Q4: 137,300 shares; 2025Q1: 143,657 shares; 2025Q2: 5,414 shares; 2025Q3: not reported; 2025Q4: 4,049 shares; 2026Q1: 294,031 shares 294,031 $14.6M 2.32% +289,982 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: 150,994 shares; 2024Q4: 131,806 shares; 2025Q1: 96,804 shares; 2025Q2: 94,449 shares; 2025Q3: 136,844 shares; 2025Q4: 136,438 shares; 2026Q1: 145,768 shares 145,768 $12.4M 1.96% +9,330 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: 58,709 shares; 2024Q4: 62,759 shares; 2025Q1: 63,676 shares; 2025Q2: 67,256 shares; 2025Q3: 66,966 shares; 2025Q4: 66,491 shares; 2026Q1: 70,358 shares 70,358 $12.3M 1.94% +3,867 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,204 shares 175,204 $12M 1.89% new Timeline ICOW 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: 166,330 shares; 2024Q4: 187,655 shares; 2025Q1: 195,858 shares; 2025Q2: 209,650 shares; 2025Q3: 239,562 shares; 2025Q4: 252,238 shares; 2026Q1: 270,129 shares 270,129 $11.5M 1.81% +17,891 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,256 shares; 2024Q4: 387,272 shares; 2025Q1: 386,537 shares; 2025Q2: 392,771 shares; 2025Q3: 417,298 shares; 2025Q4: 434,627 shares; 2026Q1: 466,908 shares 466,908 $11.3M 1.79% +32,281 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,269 shares; 2024Q4: 369,889 shares; 2025Q1: 368,813 shares; 2025Q2: 374,757 shares; 2025Q3: 386,632 shares; 2025Q4: 403,169 shares; 2026Q1: 433,344 shares 433,344 $11M 1.74% +30,175 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,090 shares; 2024Q4: 402,589 shares; 2025Q1: 402,169 shares; 2025Q2: 405,524 shares; 2025Q3: 416,338 shares; 2025Q4: 432,826 shares; 2026Q1: 464,345 shares 464,345 $10.8M 1.71% +31,519 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,034 shares; 2024Q4: 410,980 shares; 2025Q1: 413,334 shares; 2025Q2: 409,012 shares; 2025Q3: 421,778 shares; 2025Q4: 439,182 shares; 2026Q1: 470,930 shares 470,930 $10.3M 1.63% +31,748 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436,518 shares; 2025Q3: 508,896 shares; 2025Q4: 544,972 shares; 2026Q1: 593,138 shares 593,138 $9.95M 1.57% +48,166 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,388 shares; 2025Q2: 74,603 shares; 2025Q3: 87,554 shares; 2025Q4: 95,165 shares; 2026Q1: 106,231 shares 106,231 $9.85M 1.56% +11,066 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 414,122 shares; 2025Q2: 405,181 shares; 2025Q3: 412,716 shares; 2025Q4: 426,879 shares; 2026Q1: 460,273 shares 460,273 $9.63M 1.53% +33,394 Timeline IBHG 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: 340,110 shares; 2024Q4: 345,347 shares; 2025Q1: 341,810 shares; 2025Q2: 342,134 shares; 2025Q3: 347,663 shares; 2025Q4: 362,662 shares; 2026Q1: 388,086 shares 388,086 $8.59M 1.36% +25,424 Timeline IBHH 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: 14,746 shares; 2024Q4: 17,779 shares; 2025Q1: 318,926 shares; 2025Q2: 319,188 shares; 2025Q3: 325,254 shares; 2025Q4: 338,855 shares; 2026Q1: 360,859 shares 360,859 $8.47M 1.34% +22,004 Timeline IBHI 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: 9,849 shares; 2025Q1: 305,633 shares; 2025Q2: 306,234 shares; 2025Q3: 314,048 shares; 2025Q4: 328,813 shares; 2026Q1: 351,976 shares 351,976 $8.2M 1.3% +23,163 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: 167,947 shares; 2024Q4: 173,780 shares; 2025Q1: 152,118 shares; 2025Q2: 148,976 shares; 2025Q3: 147,972 shares; 2025Q4: 147,614 shares; 2026Q1: 150,483 shares 150,483 $7.03M 1.11% +2,869 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: 46,388 shares; 2024Q4: 49,409 shares; 2025Q1: 56,679 shares; 2025Q2: 60,196 shares; 2025Q3: 84,566 shares; 2025Q4: 84,508 shares; 2026Q1: 91,203 shares 91,203 $6.98M 1.11% +6,695 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: 15,206 shares; 2024Q4: 21,068 shares; 2025Q1: 22,382 shares; 2025Q2: 21,819 shares; 2025Q3: 21,491 shares; 2025Q4: 22,268 shares; 2026Q1: 25,018 shares 25,018 $6.35M 1.01% +2,750 Timeline UXOC 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: 201,810 shares; 2025Q2: 651,595 shares; 2025Q3: 793,973 shares; 2025Q4: 811,229 shares; 2026Q1: 186,178 shares 186,178 $6.27M 0.99% -625,051 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 21,625 shares; 2025Q1: 21,615 shares; 2025Q2: 21,859 shares; 2025Q3: 19,468 shares; 2025Q4: 19,793 shares; 2026Q1: 16,331 shares 16,331 $6.05M 0.96% -3,462 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,064 shares; 2025Q3: 20,537 shares; 2025Q4: 18,201 shares; 2026Q1: 16,342 shares 16,342 $5.37M 0.85% -1,859 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,377 shares; 2024Q4: 47,667 shares; 2025Q1: 44,491 shares; 2025Q2: 40,586 shares; 2025Q3: 56,154 shares; 2025Q4: 51,345 shares; 2026Q1: 46,502 shares 46,502 $4.52M 0.72% -4,843 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,212 shares; 2024Q4: 41,139 shares; 2025Q1: 32,729 shares; 2025Q2: 27,976 shares; 2025Q3: 45,738 shares; 2025Q4: 38,186 shares; 2026Q1: 36,989 shares 36,989 $4.3M 0.68% -1,197 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: 11,349 shares; 2024Q4: 14,859 shares; 2025Q1: 16,008 shares; 2025Q2: 16,443 shares; 2025Q3: 16,975 shares; 2025Q4: 17,384 shares; 2026Q1: 19,955 shares 19,955 $4.16M 0.66% +2,571 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: 15,243 shares; 2024Q4: 16,052 shares; 2025Q1: 16,879 shares; 2025Q2: 16,962 shares; 2025Q3: 17,079 shares; 2025Q4: 15,496 shares; 2026Q1: 13,951 shares 13,951 $4.1M 0.65% -1,545 Timeline MLRG 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: 10,097 shares; 2024Q4: 11,933 shares; 2025Q1: 14,647 shares; 2025Q2: 16,356 shares; 2025Q3: 41,490 shares; 2025Q4: 43,142 shares; 2026Q1: 44,255 shares 44,255 $3.98M 0.63% +1,113 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: 17,720 shares; 2024Q4: 18,523 shares; 2025Q1: 18,782 shares; 2025Q2: 18,592 shares; 2025Q3: 17,840 shares; 2025Q4: 20,003 shares; 2026Q1: 20,985 shares 20,985 $3.56M 0.56% +982 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,716 shares 60,716 $3.45M 0.55% 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: 26,216 shares; 2024Q4: 25,463 shares; 2025Q1: 24,540 shares; 2025Q2: 24,421 shares; 2025Q3: 25,022 shares; 2025Q4: 25,030 shares; 2026Q1: 26,386 shares 26,386 $3.28M 0.52% +1,356 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: 13,279 shares; 2024Q4: 12,762 shares; 2025Q1: 15,020 shares; 2025Q2: 15,113 shares; 2025Q3: 13,625 shares; 2025Q4: 13,372 shares; 2026Q1: 13,401 shares 13,401 $3.18M 0.5% +29 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: 3,614 shares; 2024Q4: 7,580 shares; 2025Q1: 8,686 shares; 2025Q2: 9,975 shares; 2025Q3: 10,582 shares; 2025Q4: 10,673 shares; 2026Q1: 10,772 shares 10,772 $3.1M 0.49% +99 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: 2,938 shares; 2024Q4: 3,034 shares; 2025Q1: 3,031 shares; 2025Q2: 3,020 shares; 2025Q3: 2,999 shares; 2025Q4: 2,994 shares; 2026Q1: 3,054 shares 3,054 $3.04M 0.48% +60 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,505 shares; 2024Q4: 55,478 shares; 2025Q1: 53,739 shares; 2025Q2: 50,712 shares; 2025Q3: 50,876 shares; 2025Q4: 51,314 shares; 2026Q1: 71,527 shares 71,527 $3.04M 0.48% +20,213 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: 136,938 shares; 2024Q4: 128,159 shares; 2025Q1: 121,418 shares; 2025Q2: 30,327 shares; 2025Q3: 36,837 shares; 2025Q4: 34,973 shares; 2026Q1: 26,776 shares 26,776 $3.03M 0.48% -8,197 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: 6,735 shares; 2024Q4: 7,732 shares; 2025Q1: 8,037 shares; 2025Q2: 8,112 shares; 2025Q3: 8,299 shares; 2025Q4: 8,746 shares; 2026Q1: 9,137 shares 9,137 $2.83M 0.45% +391 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,918 shares; 2024Q4: 79,433 shares; 2025Q1: 137,114 shares; 2025Q2: 63,909 shares; 2025Q3: 65,436 shares; 2025Q4: 66,955 shares; 2026Q1: 60,473 shares 60,473 $2.83M 0.45% -6,482 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: 105,874 shares; 2024Q4: 80,011 shares; 2025Q1: 15,984 shares; 2025Q2: 39,830 shares; 2025Q3: 37,433 shares; 2025Q4: 33,941 shares; 2026Q1: 15,566 shares 15,566 $2.82M 0.45% -18,375 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: 18,649 shares; 2024Q4: 18,285 shares; 2025Q1: 18,304 shares; 2025Q2: 18,551 shares; 2025Q3: 19,157 shares; 2025Q4: 19,398 shares; 2026Q1: 19,965 shares 19,965 $2.62M 0.41% +567 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: 4,102 shares; 2024Q4: 4,116 shares; 2025Q1: 4,094 shares; 2025Q2: 4,122 shares; 2025Q3: 4,041 shares; 2025Q4: 4,031 shares; 2026Q1: 4,075 shares 4,075 $2.46M 0.39% +44 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,690 shares; 2024Q4: 54,021 shares; 2025Q1: 52,363 shares; 2025Q2: 49,751 shares; 2025Q3: 50,195 shares; 2025Q4: 50,326 shares; 2026Q1: 53,354 shares 53,354 $2.32M 0.37% +3,028 Timeline DAPR 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: 49,844 shares; 2024Q4: 58,210 shares; 2025Q1: 56,184 shares; 2025Q2: 52,884 shares; 2025Q3: 51,942 shares; 2025Q4: 52,859 shares; 2026Q1: 56,386 shares 56,386 $2.24M 0.35% +3,527 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,962 shares; 2024Q4: 424,270 shares; 2025Q1: 121,652 shares; 2025Q2: 100,262 shares; 2025Q3: 107,836 shares; 2025Q4: 102,869 shares; 2026Q1: 96,274 shares 96,274 $2.21M 0.35% -6,595 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: 69,458 shares; 2024Q4: 21,468 shares; 2025Q1: 18,554 shares; 2025Q2: 8,458 shares; 2025Q3: 16,261 shares; 2025Q4: 10,783 shares; 2026Q1: 21,780 shares 21,780 $2.19M 0.35% +10,997 Timeline SH 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: 57,642 shares; 2025Q3: 57,642 shares; 2025Q4: 57,642 shares; 2026Q1: 57,642 shares 57,642 $2.19M 0.35% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,792 shares; 2024Q4: 14,236 shares; 2025Q1: 14,803 shares; 2025Q2: 14,503 shares; 2025Q3: 14,933 shares; 2025Q4: 14,123 shares; 2026Q1: 14,598 shares 14,598 $2.11M 0.33% +475 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,024 shares; 2024Q4: 395,452 shares; 2025Q1: 51,784 shares; 2025Q2: 58,760 shares; 2025Q3: 73,765 shares; 2025Q4: 85,229 shares; 2026Q1: 85,071 shares 85,071 $2.06M 0.33% -158 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: 18,833 shares; 2024Q4: 21,681 shares; 2025Q1: 25,338 shares; 2025Q2: 27,092 shares; 2025Q3: 47,048 shares; 2025Q4: 48,173 shares; 2026Q1: 50,390 shares 50,390 $1.99M 0.31% +2,217 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: 21,329 shares; 2024Q4: 21,736 shares; 2025Q1: 21,787 shares; 2025Q2: 21,246 shares; 2025Q3: 21,228 shares; 2025Q4: 21,605 shares; 2026Q1: 25,012 shares 25,012 $1.94M 0.31% +3,407 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: 2,078 shares; 2024Q4: 2,497 shares; 2025Q1: 2,912 shares; 2025Q2: 3,060 shares; 2025Q3: 3,131 shares; 2025Q4: 3,061 shares; 2026Q1: 3,316 shares 3,316 $1.9M 0.3% +255 Timeline SPHB 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: 45,863 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,012 shares 16,012 $1.86M 0.29% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 8,588 shares; 2025Q1: 8,345 shares; 2025Q2: 5,993 shares; 2025Q3: 37,248 shares; 2025Q4: 39,529 shares; 2026Q1: 40,787 shares 40,787 $1.69M 0.27% +1,258 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: 3,233 shares; 2024Q4: 3,821 shares; 2025Q1: 4,424 shares; 2025Q2: 4,559 shares; 2025Q3: 5,836 shares; 2025Q4: 6,087 shares; 2026Q1: 7,080 shares 7,080 $1.46M 0.23% +993 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: 5,386 shares; 2024Q4: 5,808 shares; 2025Q1: 6,227 shares; 2025Q2: 6,402 shares; 2025Q3: 6,640 shares; 2025Q4: 6,600 shares; 2026Q1: 6,710 shares 6,710 $1.46M 0.23% +110 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: 28,138 shares; 2024Q4: 28,138 shares; 2025Q1: 27,813 shares; 2025Q2: 25,988 shares; 2025Q3: 24,668 shares; 2025Q4: 24,641 shares; 2026Q1: 24,641 shares 24,641 $1.39M 0.22% 0 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: 4,968 shares; 2024Q4: 2,692 shares; 2025Q1: 2,710 shares; 2025Q2: 2,735 shares; 2025Q3: 2,847 shares; 2025Q4: 2,925 shares; 2026Q1: 3,148 shares 3,148 $1.35M 0.21% +223 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,209 shares; 2024Q4: 81,457 shares; 2025Q1: 82,462 shares; 2025Q2: 84,356 shares; 2025Q3: 85,379 shares; 2025Q4: 86,392 shares; 2026Q1: 87,355 shares 87,355 $1.33M 0.21% +963 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: 26,517 shares; 2024Q4: 26,628 shares; 2025Q1: 26,467 shares; 2025Q2: 25,753 shares; 2025Q3: 25,735 shares; 2025Q4: 25,735 shares; 2026Q1: 25,735 shares 25,735 $1.31M 0.21% 0 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: 10,654 shares; 2024Q4: 10,668 shares; 2025Q1: 10,399 shares; 2025Q2: 10,423 shares; 2025Q3: 10,265 shares; 2025Q4: 10,268 shares; 2026Q1: 10,228 shares 10,228 $1.28M 0.2% -40 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,772 shares; 2026Q1: 28,772 shares 28,772 $1.27M 0.2% 0 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: 2,753 shares; 2024Q4: 3,453 shares; 2025Q1: 3,350 shares; 2025Q2: 3,171 shares; 2025Q3: 3,378 shares; 2025Q4: 3,774 shares; 2026Q1: 4,233 shares 4,233 $1.21M 0.19% +459 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: 14,642 shares; 2024Q4: 35,063 shares; 2025Q1: 34,514 shares; 2025Q2: 38,642 shares; 2025Q3: 38,413 shares; 2025Q4: 38,927 shares; 2026Q1: 42,617 shares 42,617 $1.2M 0.19% +3,690 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,467 shares; 2024Q4: 17,740 shares; 2025Q1: 19,506 shares; 2025Q2: 19,057 shares; 2025Q3: 25,005 shares; 2025Q4: 24,802 shares; 2026Q1: 24,628 shares 24,628 $1.19M 0.19% -174 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: 31,262 shares; 2024Q4: 50,529 shares; 2025Q1: 9,264 shares; 2025Q2: 8,605 shares; 2025Q3: 8,126 shares; 2025Q4: 8,125 shares; 2026Q1: 8,125 shares 8,125 $1.18M 0.19% 0 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: 3,605 shares; 2024Q4: 4,008 shares; 2025Q1: 4,937 shares; 2025Q2: 4,918 shares; 2025Q3: 5,084 shares; 2025Q4: 4,980 shares; 2026Q1: 4,817 shares 4,817 $1.18M 0.19% -163 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: 10,887 shares; 2024Q4: 11,141 shares; 2025Q1: 11,318 shares; 2025Q2: 11,800 shares; 2025Q3: 13,300 shares; 2025Q4: 14,913 shares; 2026Q1: 15,410 shares 15,410 $1.17M 0.19% +497 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: 25,905 shares; 2024Q4: 26,607 shares; 2025Q1: 26,001 shares; 2025Q2: 26,148 shares; 2025Q3: 26,893 shares; 2025Q4: 26,991 shares; 2026Q1: 28,432 shares 28,432 $1.17M 0.18% +1,441 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,828 shares; 2024Q4: 14,890 shares; 2025Q1: 15,005 shares; 2025Q2: 14,859 shares; 2025Q3: 14,386 shares; 2025Q4: 11,198 shares; 2026Q1: 10,807 shares 10,807 $1.16M 0.18% -391 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: 33,099 shares; 2024Q4: 32,448 shares; 2025Q1: 34,920 shares; 2025Q2: 33,787 shares; 2025Q3: 37,821 shares; 2025Q4: 37,772 shares; 2026Q1: 39,582 shares 39,582 $1.15M 0.18% +1,810 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: 317 shares; 2025Q1: 399 shares; 2025Q2: 453 shares; 2025Q3: 730 shares; 2025Q4: 626 shares; 2026Q1: 863 shares 863 $1.14M 0.18% +237 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: 2,359 shares; 2024Q4: 2,753 shares; 2025Q1: 2,770 shares; 2025Q2: 2,936 shares; 2025Q3: 3,014 shares; 2025Q4: 3,420 shares; 2026Q1: 3,643 shares 3,643 $1.1M 0.17% +223 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: 1,210 shares; 2024Q4: 1,399 shares; 2025Q1: 2,015 shares; 2025Q2: 1,905 shares; 2025Q3: 1,969 shares; 2025Q4: 2,225 shares; 2026Q1: 2,283 shares 2,283 $1.09M 0.17% +58 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,915 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 25,472 shares; 2026Q1: 22,523 shares 22,523 $1.08M 0.17% -2,949 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: 17,594 shares; 2024Q4: 17,607 shares; 2025Q1: 17,156 shares; 2025Q2: 16,819 shares; 2025Q3: 15,260 shares; 2025Q4: 15,974 shares; 2026Q1: 15,200 shares 15,200 $1.07M 0.17% -774 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,931 shares 2,931 $991K 0.16% new 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: 831 shares; 2024Q4: 962 shares; 2025Q1: 908 shares; 2025Q2: 901 shares; 2025Q3: 889 shares; 2025Q4: 1,037 shares; 2026Q1: 1,049 shares 1,049 $965K 0.15% +12 Timeline RFG 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: 23,099 shares; 2024Q4: 22,816 shares; 2025Q1: 22,571 shares; 2025Q2: 19,462 shares; 2025Q3: 17,667 shares; 2025Q4: 17,337 shares; 2026Q1: 17,337 shares 17,337 $950K 0.15% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 972 shares; 2025Q1: 969 shares; 2025Q2: 984 shares; 2025Q3: 1,053 shares; 2025Q4: 1,089 shares; 2026Q1: 1,307 shares 1,307 $926K 0.15% +218 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 11,703 shares; 2025Q1: 11,677 shares; 2025Q2: 11,677 shares; 2025Q3: 10,667 shares; 2025Q4: 10,667 shares; 2026Q1: 10,667 shares 10,667 $908K 0.14% 0 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: 6,133 shares; 2024Q4: 6,484 shares; 2025Q1: 5,963 shares; 2025Q2: 6,054 shares; 2025Q3: 6,452 shares; 2025Q4: 7,514 shares; 2026Q1: 7,533 shares 7,533 $906K 0.14% +19 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: 1,025 shares; 2024Q4: 1,034 shares; 2025Q1: 1,253 shares; 2025Q2: 1,127 shares; 2025Q3: 1,182 shares; 2025Q4: 1,303 shares; 2026Q1: 2,770 shares 2,770 $889K 0.14% +1,467 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: 130,599 shares; 2024Q4: 141,167 shares; 2025Q1: 151,829 shares; 2025Q2: 15,324 shares; 2025Q3: 13,967 shares; 2025Q4: 13,228 shares; 2026Q1: 13,180 shares 13,180 $825K 0.13% -48 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: 6,308 shares; 2024Q4: 6,393 shares; 2025Q1: 7,608 shares; 2025Q2: 6,893 shares; 2025Q3: 6,613 shares; 2025Q4: 6,615 shares; 2026Q1: 6,630 shares 6,630 $824K 0.13% +15 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,152 shares; 2025Q1: 1,193 shares; 2025Q2: 1,212 shares; 2025Q3: 1,262 shares; 2025Q4: 1,491 shares; 2026Q1: 1,456 shares 1,456 $800K 0.13% -35 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: 1,729 shares; 2024Q4: 1,839 shares; 2025Q1: 1,826 shares; 2025Q2: 1,830 shares; 2025Q3: 2,028 shares; 2025Q4: 2,122 shares; 2026Q1: 2,338 shares 2,338 $769K 0.12% +216 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,854 shares; 2024Q4: 23,339 shares; 2025Q1: 25,430 shares; 2025Q2: 28,796 shares; 2025Q3: 28,526 shares; 2025Q4: 28,728 shares; 2026Q1: 23,155 shares 23,155 $761K 0.12% -5,573 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 15,956 shares; 2025Q1: 14,594 shares; 2025Q2: 14,252 shares; 2025Q3: 14,119 shares; 2025Q4: 14,523 shares; 2026Q1: 14,822 shares 14,822 $756K 0.12% +299 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,186 shares; 2025Q4: 12,874 shares; 2026Q1: 13,020 shares 13,020 $738K 0.12% +146 Timeline SLYV 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: 8,803 shares; 2024Q4: 8,803 shares; 2025Q1: 8,803 shares; 2025Q2: 8,542 shares; 2025Q3: 7,702 shares; 2025Q4: 8,262 shares; 2026Q1: 7,702 shares 7,702 $728K 0.12% -560 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: not reported; 2025Q3: 20,637 shares; 2025Q4: 21,593 shares; 2026Q1: 24,169 shares 24,169 $727K 0.12% +2,576 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,872 shares; 2024Q4: 15,951 shares; 2025Q1: 14,636 shares; 2025Q2: 13,873 shares; 2025Q3: 13,740 shares; 2025Q4: 14,084 shares; 2026Q1: 14,471 shares 14,471 $723K 0.11% +387 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 1,916 shares; 2026Q1: 2,125 shares 2,125 $718K 0.11% +209 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,489 shares; 2025Q2: 4,467 shares; 2025Q3: 4,295 shares; 2025Q4: 4,190 shares; 2026Q1: 4,803 shares 4,803 $703K 0.11% +613 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,367 shares; 2025Q1: 1,373 shares; 2025Q2: 1,490 shares; 2025Q3: 1,582 shares; 2025Q4: 1,607 shares; 2026Q1: 1,786 shares 1,786 $697K 0.11% +179 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: 1,814 shares; 2024Q4: 2,016 shares; 2025Q1: 2,598 shares; 2025Q2: 2,617 shares; 2025Q3: 2,663 shares; 2025Q4: 2,735 shares; 2026Q1: 2,869 shares 2,869 $696K 0.11% +134 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: 1,694 shares; 2024Q4: 1,859 shares; 2025Q1: 1,975 shares; 2025Q2: 1,993 shares; 2025Q3: 2,001 shares; 2025Q4: 1,946 shares; 2026Q1: 1,976 shares 1,976 $695K 0.11% +30 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: 1,992 shares; 2024Q4: 2,408 shares; 2025Q1: 2,466 shares; 2025Q2: 2,505 shares; 2025Q3: 2,818 shares; 2025Q4: 2,773 shares; 2026Q1: 2,839 shares 2,839 $671K 0.11% +66 Timeline GFEB 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: 16,577 shares; 2024Q4: 16,013 shares; 2025Q1: 14,134 shares; 2025Q2: 13,824 shares; 2025Q3: 12,721 shares; 2025Q4: 12,721 shares; 2026Q1: 16,142 shares 16,142 $663K 0.1% +3,421 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: 4,585 shares; 2024Q4: 4,933 shares; 2025Q1: 4,769 shares; 2025Q2: 7,724 shares; 2025Q3: 7,081 shares; 2025Q4: 6,738 shares; 2026Q1: 6,738 shares 6,738 $652K 0.1% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,123 shares; 2025Q1: 1,136 shares; 2025Q2: 1,192 shares; 2025Q3: 1,188 shares; 2025Q4: 1,313 shares; 2026Q1: 1,299 shares 1,299 $649K 0.1% -14 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 918 shares; 2025Q2: 1,354 shares; 2025Q3: 1,431 shares; 2025Q4: 1,615 shares; 2026Q1: 1,733 shares 1,733 $644K 0.1% +118 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: 2,581 shares; 2024Q4: 9,616 shares; 2025Q1: 9,778 shares; 2025Q2: 22,645 shares; 2025Q3: 20,607 shares; 2025Q4: 20,463 shares; 2026Q1: 20,837 shares 20,837 $639K 0.1% +374 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: 1,679 shares; 2025Q3: 2,155 shares; 2025Q4: 2,299 shares; 2026Q1: 3,046 shares 3,046 $620K 0.1% +747 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: 2,579 shares; 2024Q4: not reported; 2025Q1: 2,396 shares; 2025Q2: 2,627 shares; 2025Q3: 4,727 shares; 2025Q4: 9,453 shares; 2026Q1: 9,679 shares 9,679 $593K 0.09% +226 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,087 shares; 2025Q1: 4,271 shares; 2025Q2: 4,058 shares; 2025Q3: 4,098 shares; 2025Q4: 3,847 shares; 2026Q1: 3,737 shares 3,737 $580K 0.09% -110 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: 1,713 shares; 2025Q3: 1,668 shares; 2025Q4: 1,676 shares; 2026Q1: 1,758 shares 1,758 $575K 0.09% +82 Timeline SPYG 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: 6,720 shares; 2024Q4: 6,737 shares; 2025Q1: 5,996 shares; 2025Q2: 5,976 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 5,745 shares 5,745 $562K 0.09% -35 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,142 shares; 2025Q1: 1,175 shares; 2025Q2: 1,168 shares; 2025Q3: 1,166 shares; 2025Q4: 1,454 shares; 2026Q1: 1,536 shares 1,536 $549K 0.09% +82 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: 7,351 shares; 2024Q4: 11,388 shares; 2025Q1: 9,617 shares; 2025Q2: 10,636 shares; 2025Q3: 10,707 shares; 2025Q4: 11,648 shares; 2026Q1: 10,938 shares 10,938 $549K 0.09% -710 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: 31,173 shares; 2024Q4: 28,620 shares; 2025Q1: 33,668 shares; 2025Q2: 3,129 shares; 2025Q3: 2,151 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares 2,204 $547K 0.09% 0 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: 1,850 shares; 2024Q4: 1,957 shares; 2025Q1: 2,732 shares; 2025Q2: 2,825 shares; 2025Q3: 2,840 shares; 2025Q4: 2,799 shares; 2026Q1: 3,192 shares 3,192 $528K 0.08% +393 Timeline IYF 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: 4,447 shares; 2024Q4: 4,449 shares; 2025Q1: 4,451 shares; 2025Q2: 4,453 shares; 2025Q3: 4,454 shares; 2025Q4: 4,456 shares; 2026Q1: 4,459 shares 4,459 $525K 0.08% +3 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: 6,005 shares; 2024Q4: 6,909 shares; 2025Q1: 7,072 shares; 2025Q2: 6,999 shares; 2025Q3: 8,276 shares; 2025Q4: 8,469 shares; 2026Q1: 8,570 shares 8,570 $520K 0.08% +101 Timeline FLMB 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: 30,812 shares; 2024Q4: 31,263 shares; 2025Q1: 27,776 shares; 2025Q2: 21,567 shares; 2025Q3: 21,216 shares; 2025Q4: 21,216 shares; 2026Q1: 21,675 shares 21,675 $512K 0.08% +459 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 413 shares; 2025Q3: 444 shares; 2025Q4: 458 shares; 2026Q1: 593 shares 593 $502K 0.08% +135 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: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares 5,180 $500K 0.08% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,407 shares; 2024Q4: 11,407 shares; 2025Q1: 12,351 shares; 2025Q2: 12,421 shares; 2025Q3: 12,771 shares; 2025Q4: 13,446 shares; 2026Q1: 12,841 shares 12,841 $493K 0.08% -605 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: 1,529 shares; 2024Q4: 1,812 shares; 2025Q1: 1,688 shares; 2025Q2: 1,615 shares; 2025Q3: 1,581 shares; 2025Q4: 1,705 shares; 2026Q1: 1,587 shares 1,587 $493K 0.08% -118 Timeline DAUG 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: 34,997 shares; 2024Q4: 32,739 shares; 2025Q1: 31,267 shares; 2025Q2: 11,974 shares; 2025Q3: 11,296 shares; 2025Q4: 11,264 shares; 2026Q1: 10,948 shares 10,948 $477K 0.08% -316 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 9,754 shares; 2025Q1: 8,631 shares; 2025Q2: 8,443 shares; 2025Q3: 11,332 shares; 2025Q4: 11,294 shares; 2026Q1: 11,238 shares 11,238 $475K 0.08% -56 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: 2,286 shares; 2024Q4: 2,420 shares; 2025Q1: 2,631 shares; 2025Q2: 2,662 shares; 2025Q3: 2,558 shares; 2025Q4: 2,619 shares; 2026Q1: 3,140 shares 3,140 $462K 0.07% +521 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: 3,411 shares; 2024Q4: 3,840 shares; 2025Q1: 3,897 shares; 2025Q2: 3,944 shares; 2025Q3: 3,926 shares; 2025Q4: 4,362 shares; 2026Q1: 4,370 shares 4,370 $449K 0.07% +8 Timeline SPHQ 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: 8,811 shares; 2025Q3: 6,614 shares; 2025Q4: 5,799 shares; 2026Q1: 5,800 shares 5,800 $436K 0.07% +1 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 5,819 shares; 2025Q3: 10,773 shares; 2025Q4: 10,886 shares; 2026Q1: 10,997 shares 10,997 $432K 0.07% +111 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,342 shares; 2025Q1: 1,549 shares; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,453 shares; 2026Q1: 1,745 shares 1,745 $431K 0.07% +292 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,620 shares; 2024Q4: 133,406 shares; 2025Q1: 11,464 shares; 2025Q2: 11,620 shares; 2025Q3: 10,274 shares; 2025Q4: 9,956 shares; 2026Q1: 9,509 shares 9,509 $427K 0.07% -447 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: 703 shares; 2024Q4: 715 shares; 2025Q1: 895 shares; 2025Q2: 758 shares; 2025Q3: 700 shares; 2025Q4: 699 shares; 2026Q1: 684 shares 684 $422K 0.07% -15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,859 shares; 2025Q3: 1,975 shares; 2025Q4: 1,998 shares; 2026Q1: 2,135 shares 2,135 $412K 0.07% +137 Timeline LGLV 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: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,311 shares; 2026Q1: 2,311 shares 2,311 $412K 0.07% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,669 shares 1,669 $408K 0.06% -3 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: 919 shares; 2024Q4: 944 shares; 2025Q1: 1,005 shares; 2025Q2: 1,090 shares; 2025Q3: 1,099 shares; 2025Q4: 1,110 shares; 2026Q1: 1,133 shares 1,133 $404K 0.06% +23 Timeline ZSEP 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: 18,074 shares; 2024Q4: 18,074 shares; 2025Q1: 18,074 shares; 2025Q2: 18,074 shares; 2025Q3: 16,674 shares; 2025Q4: 15,043 shares; 2026Q1: 15,043 shares 15,043 $402K 0.06% 0 Timeline CSM 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: 5,816 shares; 2024Q4: 5,811 shares; 2025Q1: 5,786 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares 5,335 $399K 0.06% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 5,479 shares; 2025Q1: 5,476 shares; 2025Q2: 4,980 shares; 2025Q3: 4,845 shares; 2025Q4: 4,800 shares; 2026Q1: 4,805 shares 4,805 $396K 0.06% +5 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: 655 shares; 2024Q4: 1,564 shares; 2025Q1: 1,692 shares; 2025Q2: 1,738 shares; 2025Q3: 1,792 shares; 2025Q4: 2,269 shares; 2026Q1: 2,447 shares 2,447 $392K 0.06% +178 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,282 shares; 2025Q1: 2,100 shares; 2025Q2: 2,065 shares; 2025Q3: 1,876 shares; 2025Q4: 1,808 shares; 2026Q1: 1,980 shares 1,980 $388K 0.06% +172 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: 545 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 546 shares; 2026Q1: 553 shares 553 $386K 0.06% +7 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 8,558 shares; 2025Q1: not reported; 2025Q2: 77,116 shares; 2025Q3: 82,517 shares; 2025Q4: 82,199 shares; 2026Q1: 4,442 shares 4,442 $385K 0.06% -77,757 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: 2,645 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 2,528 shares; 2025Q4: 2,521 shares; 2026Q1: 2,515 shares 2,515 $381K 0.06% -6 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: 431 shares; 2025Q3: 466 shares; 2025Q4: 473 shares; 2026Q1: 518 shares 518 $377K 0.06% +45 Timeline IBMQ 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: 11,576 shares; 2024Q4: 11,576 shares; 2025Q1: 10,626 shares; 2025Q2: 10,367 shares; 2025Q3: 10,274 shares; 2025Q4: 14,395 shares; 2026Q1: 14,740 shares 14,740 $376K 0.06% +345 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: not reported; 2025Q4: not reported; 2026Q1: 2,767 shares 2,767 $376K 0.06% new Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares 3,124 $373K 0.06% new Timeline IBMP 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: 11,648 shares; 2024Q4: 11,648 shares; 2025Q1: 10,691 shares; 2025Q2: 10,251 shares; 2025Q3: 10,158 shares; 2025Q4: 14,526 shares; 2026Q1: 14,540 shares 14,540 $370K 0.06% +14 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: not reported; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 5,728 shares 5,728 $368K 0.06% +1,825 Timeline IYJ 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: 2,454 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,457 shares; 2026Q1: 2,457 shares 2,457 $363K 0.06% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,930 shares 6,930 $360K 0.06% new 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: 2,605 shares; 2024Q4: 2,547 shares; 2025Q1: 2,627 shares; 2025Q2: 1,323 shares; 2025Q3: 1,327 shares; 2025Q4: 2,654 shares; 2026Q1: 2,692 shares 2,692 $358K 0.06% +38 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,343 shares; 2025Q1: 10,344 shares; 2025Q2: 10,364 shares; 2025Q3: 10,076 shares; 2025Q4: 9,987 shares; 2026Q1: 10,329 shares 10,329 $356K 0.06% +342 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,168 shares; 2025Q4: 883 shares; 2026Q1: 1,035 shares 1,035 $354K 0.06% +152 Timeline RZG 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: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,492 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,192 shares; 2026Q1: 6,192 shares 6,192 $353K 0.06% 0 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: 28,824 shares; 2024Q4: 32,328 shares; 2025Q1: 35,747 shares; 2025Q2: 1,898 shares; 2025Q3: 1,904 shares; 2025Q4: 1,806 shares; 2026Q1: 1,783 shares 1,783 $342K 0.05% -23 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: 1,589 shares 1,589 $340K 0.05% new 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: 1,190 shares; 2024Q4: 1,393 shares; 2025Q1: 1,414 shares; 2025Q2: 1,382 shares; 2025Q3: 1,352 shares; 2025Q4: 1,291 shares; 2026Q1: 1,392 shares 1,392 $338K 0.05% +101 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 2,892 shares; 2025Q4: 2,915 shares; 2026Q1: 3,494 shares 3,494 $337K 0.05% +579 Timeline SDOG 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: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares 5,170 $336K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares; 2025Q4: 200 shares; 2026Q1: 227 shares 227 $334K 0.05% +27 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,463 shares; 2025Q3: 1,525 shares; 2025Q4: 1,450 shares; 2026Q1: 1,550 shares 1,550 $333K 0.05% +100 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 441 shares; 2025Q4: 466 shares; 2026Q1: 552 shares 552 $330K 0.05% +86 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,805 shares 2,805 $328K 0.05% +5 Timeline XMLV 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: 6,839 shares; 2024Q4: 6,839 shares; 2025Q1: 6,585 shares; 2025Q2: 6,525 shares; 2025Q3: 5,895 shares; 2025Q4: 5,669 shares; 2026Q1: 5,192 shares 5,192 $327K 0.05% -477 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 256 shares; 2025Q3: 260 shares; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $327K 0.05% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,324 shares; 2026Q1: 1,572 shares 1,572 $326K 0.05% +248 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,014 shares; 2025Q1: 1,327 shares; 2025Q2: 1,354 shares; 2025Q3: 1,108 shares; 2025Q4: 1,125 shares; 2026Q1: 1,171 shares 1,171 $322K 0.05% +46 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,412 shares; 2026Q1: 1,955 shares 1,955 $322K 0.05% +543 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares 1,166 $315K 0.05% new 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: 1,251 shares; 2024Q4: 1,266 shares; 2025Q1: 1,272 shares; 2025Q2: 1,315 shares; 2025Q3: 1,281 shares; 2025Q4: 1,315 shares; 2026Q1: 1,346 shares 1,346 $309K 0.05% +31 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,387 shares; 2025Q4: 10,890 shares; 2026Q1: 12,196 shares 12,196 $305K 0.05% +1,306 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,867 shares; 2025Q1: 1,979 shares; 2025Q2: 2,090 shares; 2025Q3: 1,939 shares; 2025Q4: 1,553 shares; 2026Q1: 1,656 shares 1,656 $302K 0.05% +103 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares; 2026Q1: 3,225 shares 3,225 $300K 0.05% +293 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,260 shares; 2025Q3: 4,298 shares; 2025Q4: 4,324 shares; 2026Q1: 4,309 shares 4,309 $299K 0.05% -15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,047 shares 4,047 $296K 0.05% new Timeline DECM 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: 8,990 shares; 2026Q1: 8,990 shares 8,990 $294K 0.05% 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: 525 shares; 2024Q4: 551 shares; 2025Q1: 564 shares; 2025Q2: 554 shares; 2025Q3: 560 shares; 2025Q4: 592 shares; 2026Q1: 631 shares 631 $291K 0.05% +39 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES 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: 4,490 shares 4,490 $289K 0.05% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $285K 0.05% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,549 shares; 2025Q2: 10,578 shares; 2025Q3: 10,957 shares; 2025Q4: 10,990 shares; 2026Q1: 11,000 shares 11,000 $285K 0.05% +10 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: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,940 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,989 shares 1,989 $283K 0.04% 0 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: 6,148 shares; 2024Q4: 6,452 shares; 2025Q1: 8,587 shares; 2025Q2: 9,606 shares; 2025Q3: 12,505 shares; 2025Q4: 13,524 shares; 2026Q1: 1,332 shares 1,332 $281K 0.04% -12,192 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: 2,379 shares; 2024Q4: 2,910 shares; 2025Q1: 2,789 shares; 2025Q2: 2,398 shares; 2025Q3: 3,223 shares; 2025Q4: 2,867 shares; 2026Q1: 3,125 shares 3,125 $280K 0.04% +258 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,741 shares; 2026Q1: 6,076 shares 6,076 $279K 0.04% +335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,683 shares; 2025Q4: 4,824 shares; 2026Q1: 5,180 shares 5,180 $277K 0.04% +356 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 920 shares; 2025Q4: 908 shares; 2026Q1: 974 shares 974 $276K 0.04% +66 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,611 shares; 2025Q1: 3,785 shares; 2025Q2: 7,550 shares; 2025Q3: 6,721 shares; 2025Q4: 6,570 shares; 2026Q1: 5,914 shares 5,914 $274K 0.04% -656 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: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 5,785 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares; 2026Q1: 5,785 shares 5,785 $272K 0.04% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,647 shares; 2025Q1: 1,458 shares; 2025Q2: 1,486 shares; 2025Q3: 1,475 shares; 2025Q4: 1,113 shares; 2026Q1: 1,033 shares 1,033 $269K 0.04% -80 Timeline IBMO 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: 15,046 shares; 2024Q4: 15,046 shares; 2025Q1: 14,095 shares; 2025Q2: 13,655 shares; 2025Q3: 13,562 shares; 2025Q4: 10,178 shares; 2026Q1: 10,426 shares 10,426 $267K 0.04% +248 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP 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: 10,655 shares 10,655 $266K 0.04% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,198 shares; 2025Q1: 5,869 shares; 2025Q2: 5,176 shares; 2025Q3: 5,187 shares; 2025Q4: 5,049 shares; 2026Q1: 5,158 shares 5,158 $261K 0.04% +109 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: 8,421 shares; 2025Q4: 8,322 shares; 2026Q1: 3,826 shares 3,826 $261K 0.04% -4,496 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 4,766 shares 4,766 $260K 0.04% new Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR 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: not reported; 2026Q1: 6,512 shares 6,512 $260K 0.04% 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: 3,131 shares; 2024Q4: 3,337 shares; 2025Q1: 3,301 shares; 2025Q2: 3,305 shares; 2025Q3: 3,342 shares; 2025Q4: 1,910 shares; 2026Q1: 1,982 shares 1,982 $259K 0.04% +72 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: 2,186 shares; 2024Q4: 2,453 shares; 2025Q1: 2,304 shares; 2025Q2: 2,331 shares; 2025Q3: 2,315 shares; 2025Q4: 2,310 shares; 2026Q1: 1,755 shares 1,755 $255K 0.04% -555 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES 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: 13,595 shares 13,595 $254K 0.04% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,419 shares 7,419 $253K 0.04% new Timeline UTL UNITIL CORP More: the full row for UNITIL 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: 4,835 shares 4,835 $253K 0.04% new Timeline MOG-A MOOG INC More: the full row for MOOG 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: 862 shares 862 $252K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: 700 shares; 2026Q1: 833 shares 833 $252K 0.04% +133 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: not reported; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares 3,046 $251K 0.04% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,874 shares 4,874 $250K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 2,206 shares 2,206 $250K 0.04% +456 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,795 shares; 2025Q2: not reported; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares 2,834 $250K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 1,004 shares; 2025Q1: 996 shares; 2025Q2: 1,007 shares; 2025Q3: 1,289 shares; 2025Q4: 1,163 shares; 2026Q1: 921 shares 921 $249K 0.04% -242 Timeline AHRT AH RLTY TR INC More: the full row for AH 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: not reported; 2026Q1: 45,101 shares 45,101 $248K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $248K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 5,074 shares 5,074 $247K 0.04% +794 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 609 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 532 shares 532 $246K 0.04% -28 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to 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: 3,647 shares 3,647 $245K 0.04% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,390 shares; 2025Q1: 1,307 shares; 2025Q2: 1,279 shares; 2025Q3: 1,217 shares; 2025Q4: 1,087 shares; 2026Q1: 1,206 shares 1,206 $245K 0.04% +119 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 321 shares; 2025Q1: 326 shares; 2025Q2: 334 shares; 2025Q3: 332 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $244K 0.04% 0 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: 3,563 shares 3,563 $244K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,620 shares 2,620 $244K 0.04% new Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,361 shares 7,361 $244K 0.04% new Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,332 shares 5,332 $243K 0.04% new 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: 2,515 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,454 shares; 2025Q4: 2,422 shares; 2026Q1: 2,358 shares 2,358 $243K 0.04% -64 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,284 shares; 2025Q4: 3,265 shares; 2026Q1: 3,257 shares 3,257 $242K 0.04% -8 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: not reported; 2024Q4: 216 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 249 shares; 2025Q4: 1,413 shares; 2026Q1: 2,310 shares 2,310 $242K 0.04% +897 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to 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: 7,238 shares 7,238 $241K 0.04% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,268 shares 9,268 $241K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,099 shares; 2025Q1: 2,089 shares; 2025Q2: 2,054 shares; 2025Q3: 1,873 shares; 2025Q4: 1,674 shares; 2026Q1: 1,528 shares 1,528 $240K 0.04% -146 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,154 shares 7,154 $240K 0.04% new Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996 $240K 0.04% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,241 shares 3,241 $236K 0.04% new 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: 607 shares; 2024Q4: 692 shares; 2025Q1: 687 shares; 2025Q2: 650 shares; 2025Q3: 798 shares; 2025Q4: 808 shares; 2026Q1: 967 shares 967 $235K 0.04% +159 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: 2,607 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares 2,526 $234K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 475 shares 475 $234K 0.04% +27 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 2,181 shares; 2025Q3: 2,210 shares; 2025Q4: not reported; 2026Q1: 2,414 shares 2,414 $233K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 264 shares 264 $228K 0.04% +3 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: 2,958 shares; 2024Q4: 2,965 shares; 2025Q1: 2,958 shares; 2025Q2: 2,807 shares; 2025Q3: 2,817 shares; 2025Q4: 2,770 shares; 2026Q1: 2,775 shares 2,775 $228K 0.04% +5 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares 1,418 $226K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 420 shares 420 $226K 0.04% +7 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,217 shares 15,217 $222K 0.04% new Timeline FHLC 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: 3,156 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,156 shares; 2026Q1: 3,156 shares 3,156 $222K 0.04% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,125 shares; 2024Q4: 56,541 shares; 2025Q1: 60,595 shares; 2025Q2: 2,292 shares; 2025Q3: 2,217 shares; 2025Q4: 2,054 shares; 2026Q1: 1,988 shares 1,988 $221K 0.04% -66 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares 1,117 $219K 0.03% new 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: 84,543 shares; 2025Q3: 97,760 shares; 2025Q4: 105,824 shares; 2026Q1: 2,411 shares 2,411 $218K 0.03% -103,413 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: not reported; 2024Q4: 6,526 shares; 2025Q1: 5,785 shares; 2025Q2: 8,057 shares; 2025Q3: 8,429 shares; 2025Q4: not reported; 2026Q1: 7,576 shares 7,576 $218K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: 1,571 shares; 2026Q1: 1,833 shares 1,833 $217K 0.03% +262 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,511 shares 1,511 $214K 0.03% -26 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: 1,724 shares 1,724 $212K 0.03% +80 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: 5,225 shares; 2024Q4: 4,210 shares; 2025Q1: 4,217 shares; 2025Q2: not reported; 2025Q3: 3,442 shares; 2025Q4: 3,437 shares; 2026Q1: 3,418 shares 3,418 $211K 0.03% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385 $208K 0.03% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to 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: 431 shares 431 $205K 0.03% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 385 shares; 2025Q4: 390 shares; 2026Q1: 475 shares 475 $202K 0.03% +85 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,170 shares 2,170 $200K 0.03% new Timeline BSCT 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: 10,640 shares; 2025Q4: 10,586 shares; 2026Q1: 10,694 shares 10,694 $200K 0.03% +108 Timeline BSCU 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: not reported; 2026Q1: 11,671 shares 11,671 $195K 0.03% new Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 33,465 shares 33,465 $184K 0.03% new Timeline IMXI INTERNATIONAL MONEY EXPRESS More: the full row for INTERNATIONAL MONEY EXPRESS Quarterly shares; oldest to 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: 11,067 shares 11,067 $175K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,816 shares; 2025Q4: 10,995 shares; 2026Q1: 14,500 shares 14,500 $167K 0.03% +3,505 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,172 shares; 2026Q1: 10,444 shares 10,444 $163K 0.03% +272 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,975 shares 11,975 $162K 0.03% new Timeline TFSL TFS FINL CORP More: the full row for TFS FINL 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: 10,909 shares 10,909 $153K 0.02% new Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,702 shares 12,702 $144K 0.02% new Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,190 shares; 2024Q4: 40,190 shares; 2025Q1: 40,190 shares; 2025Q2: 40,190 shares; 2025Q3: 40,190 shares; 2025Q4: 40,190 shares; 2026Q1: 40,190 shares 40,190 $143K 0.02% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 15,576 shares 15,576 $140K 0.02% new Timeline OSPN ONESPAN INC More: the full row for ONESPAN 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: 13,246 shares 13,246 $139K 0.02% new Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,008 shares 29,008 $135K 0.02% new Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL 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: 25,087 shares 25,087 $121K 0.02% new Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,100 shares; 2024Q4: 26,100 shares; 2025Q1: 26,100 shares; 2025Q2: 26,100 shares; 2025Q3: 26,100 shares; 2025Q4: 26,100 shares; 2026Q1: 26,100 shares 26,100 $121K 0.02% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,609 shares 18,609 $111K 0.02% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to 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: 17,578 shares 17,578 $108K 0.02% new Timeline SATL SATELLOGIC INC More: the full row for SATELLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $81.6K 0.01% new Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN 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: not reported; 2026Q1: 14,956 shares 14,956 $80.8K 0.01% new Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,359 shares 15,359 $66.7K 0.01% new Timeline SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL 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: 10,213 shares 10,213 $58.2K 0.01% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $53.9K 0.01% 0 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $30.1K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,729 shares 11,729 $24.9K <0.01% new Timeline