VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,777 shares; 2024Q4: 169,875 shares; 2025Q1: 183,682 shares; 2025Q2: 226,274 shares; 2025Q3: 232,863 shares; 2025Q4: 243,929 shares; 2026Q1: 465,070 shares 465,070 $91.2M 5.55% +221,141 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,373 shares; 2024Q4: 356,738 shares; 2025Q1: 379,557 shares; 2025Q2: 396,850 shares; 2025Q3: 625,419 shares; 2025Q4: 672,994 shares; 2026Q1: 711,404 shares 711,404 $42.4M 2.58% +38,410 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,081 shares; 2025Q1: 175,230 shares; 2025Q2: 199,927 shares; 2025Q3: 390,947 shares; 2025Q4: 410,898 shares; 2026Q1: 445,080 shares 445,080 $41.6M 2.53% +34,182 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,681 shares; 2025Q1: 5,288 shares; 2025Q2: 7,597 shares; 2025Q3: 9,330 shares; 2025Q4: 15,741 shares; 2026Q1: 146,614 shares 146,614 $36.7M 2.23% +130,873 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: 120,926 shares; 2024Q4: 120,618 shares; 2025Q1: 121,211 shares; 2025Q2: 127,000 shares; 2025Q3: 126,907 shares; 2025Q4: 124,848 shares; 2026Q1: 124,430 shares 124,430 $31.6M 1.92% -418 Timeline SPTS 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: 910,617 shares; 2024Q4: 913,653 shares; 2025Q1: 924,983 shares; 2025Q2: 897,060 shares; 2025Q3: 944,178 shares; 2025Q4: 998,947 shares; 2026Q1: 1,030,100 shares 1,030,100 $30.1M 1.83% +31,153 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,252 shares; 2024Q4: 377,200 shares; 2025Q1: 393,815 shares; 2025Q2: 280,438 shares; 2025Q3: 285,797 shares; 2025Q4: 289,724 shares; 2026Q1: 263,711 shares 263,711 $28.9M 1.76% -26,013 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 11,594 shares; 2025Q1: 17,345 shares; 2025Q2: 24,465 shares; 2025Q3: 24,180 shares; 2025Q4: 598,497 shares; 2026Q1: 778,758 shares 778,758 $28.1M 1.71% +180,261 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: 94,217 shares; 2024Q4: 93,455 shares; 2025Q1: 101,108 shares; 2025Q2: 116,498 shares; 2025Q3: 116,163 shares; 2025Q4: 120,257 shares; 2026Q1: 129,013 shares 129,013 $26.9M 1.63% +8,756 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: 16,339 shares; 2024Q4: 16,319 shares; 2025Q1: 24,407 shares; 2025Q2: 27,076 shares; 2025Q3: 27,175 shares; 2025Q4: 28,560 shares; 2026Q1: 28,285 shares 28,285 $26M 1.58% -275 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,169 shares; 2024Q4: 50,134 shares; 2025Q1: 52,236 shares; 2025Q2: 54,537 shares; 2025Q3: 55,770 shares; 2025Q4: 56,369 shares; 2026Q1: 58,387 shares 58,387 $25.5M 1.55% +2,018 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,785 shares; 2024Q4: 680,277 shares; 2025Q1: 673,268 shares; 2025Q2: 899,262 shares; 2025Q3: 937,889 shares; 2025Q4: 987,188 shares; 2026Q1: 1,056,481 shares 1,056,481 $25.2M 1.53% +69,293 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,500 shares; 2024Q4: 367,650 shares; 2025Q1: 397,485 shares; 2025Q2: 387,411 shares; 2025Q3: 250,261 shares; 2025Q4: 308,422 shares; 2026Q1: 316,533 shares 316,533 $25.1M 1.53% +8,111 Timeline SLQD 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: 380,695 shares; 2024Q4: 409,438 shares; 2025Q1: 423,385 shares; 2025Q2: 442,768 shares; 2025Q3: 463,558 shares; 2025Q4: 488,532 shares; 2026Q1: 469,587 shares 469,587 $23.7M 1.44% -18,945 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,528 shares; 2024Q4: 357,585 shares; 2025Q1: 400,995 shares; 2025Q2: 630,009 shares; 2025Q3: 635,453 shares; 2025Q4: 620,107 shares; 2026Q1: 554,670 shares 554,670 $23.6M 1.43% -65,437 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756,163 shares; 2024Q4: 774,785 shares; 2025Q1: 797,645 shares; 2025Q2: 453,086 shares; 2025Q3: 465,743 shares; 2025Q4: 478,249 shares; 2026Q1: 478,045 shares 478,045 $21.8M 1.33% -204 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708,314 shares; 2024Q4: 712,980 shares; 2025Q1: 712,390 shares; 2025Q2: 308,831 shares; 2025Q3: 314,874 shares; 2025Q4: 334,460 shares; 2026Q1: 587,465 shares 587,465 $21.8M 1.33% +253,005 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 81,825 shares; 2025Q1: 88,845 shares; 2025Q2: 94,440 shares; 2025Q3: 99,625 shares; 2025Q4: 103,672 shares; 2026Q1: 106,745 shares 106,745 $21.2M 1.29% +3,073 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 35,254 shares; 2025Q1: 38,516 shares; 2025Q2: 49,833 shares; 2025Q3: 51,491 shares; 2025Q4: 52,419 shares; 2026Q1: 54,061 shares 54,061 $19.9M 1.21% +1,642 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: 248,305 shares; 2024Q4: 250,532 shares; 2025Q1: 302,153 shares; 2025Q2: 230,707 shares; 2025Q3: 240,514 shares; 2025Q4: 251,507 shares; 2026Q1: 226,520 shares 226,520 $17M 1.04% -24,987 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,992 shares; 2024Q4: 182,393 shares; 2025Q1: 184,041 shares; 2025Q2: 315,653 shares; 2025Q3: 335,873 shares; 2025Q4: 355,657 shares; 2026Q1: 361,104 shares 361,104 $17M 1.03% +5,447 Timeline PIZ 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: 294,152 shares; 2025Q3: 313,396 shares; 2025Q4: 341,130 shares; 2026Q1: 342,692 shares 342,692 $17M 1.03% +1,562 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,069 shares; 2024Q4: 361,009 shares; 2025Q1: 375,084 shares; 2025Q2: 388,473 shares; 2025Q3: 428,041 shares; 2025Q4: 455,606 shares; 2026Q1: 267,022 shares 267,022 $15.6M 0.95% -188,584 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: 207,713 shares; 2024Q4: 217,825 shares; 2025Q1: 217,332 shares; 2025Q2: 235,634 shares; 2025Q3: 239,551 shares; 2025Q4: 242,030 shares; 2026Q1: 249,465 shares 249,465 $15.6M 0.95% +7,435 Timeline IMCB 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: 5,764 shares; 2024Q4: 6,568 shares; 2025Q1: 7,023 shares; 2025Q2: 153,163 shares; 2025Q3: 168,275 shares; 2025Q4: 179,442 shares; 2026Q1: 186,408 shares 186,408 $15.6M 0.95% +6,966 Timeline PTNQ 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: 68,941 shares; 2024Q4: 155,076 shares; 2025Q1: 162,777 shares; 2025Q2: 180,961 shares; 2025Q3: 183,837 shares; 2025Q4: 183,479 shares; 2026Q1: 185,277 shares 185,277 $13.5M 0.82% +1,798 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,764 shares; 2024Q4: 211,735 shares; 2025Q1: 215,101 shares; 2025Q2: 218,091 shares; 2025Q3: 226,451 shares; 2025Q4: 231,329 shares; 2026Q1: 239,893 shares 239,893 $13M 0.79% +8,564 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233,471 shares 233,471 $12.6M 0.76% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,408 shares; 2024Q4: 18,514 shares; 2025Q1: 17,917 shares; 2025Q2: 19,697 shares; 2025Q3: 20,164 shares; 2025Q4: 20,884 shares; 2026Q1: 21,558 shares 21,558 $12.4M 0.76% +674 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,329 shares; 2024Q4: 209,533 shares; 2025Q1: 223,946 shares; 2025Q2: 206,062 shares; 2025Q3: 274,094 shares; 2025Q4: 291,506 shares; 2026Q1: 289,506 shares 289,506 $12.3M 0.75% -2,000 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,567 shares; 2025Q1: 6,879 shares; 2025Q2: 440,058 shares; 2025Q3: 464,667 shares; 2025Q4: 378,850 shares; 2026Q1: 328,127 shares 328,127 $12.3M 0.75% -50,723 Timeline IUSV 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: 184,236 shares; 2024Q4: 200,545 shares; 2025Q1: 213,903 shares; 2025Q2: 251,187 shares; 2025Q3: 112,580 shares; 2025Q4: 116,601 shares; 2026Q1: 119,388 shares 119,388 $12.2M 0.74% +2,787 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,401 shares; 2024Q4: 287,832 shares; 2025Q1: 292,636 shares; 2025Q2: 146,812 shares; 2025Q3: 148,784 shares; 2025Q4: 153,457 shares; 2026Q1: 152,746 shares 152,746 $12M 0.73% -711 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,548 shares; 2024Q4: 6,466 shares; 2025Q1: 6,952 shares; 2025Q2: 6,990 shares; 2025Q3: 6,273 shares; 2025Q4: 6,981 shares; 2026Q1: 139,747 shares 139,747 $11.6M 0.7% +132,766 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: 13,786 shares; 2024Q4: 14,125 shares; 2025Q1: 14,212 shares; 2025Q2: 15,207 shares; 2025Q3: 15,436 shares; 2025Q4: 18,202 shares; 2026Q1: 18,675 shares 18,675 $11.2M 0.68% +473 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: 324,518 shares; 2024Q4: 322,311 shares; 2025Q1: 326,565 shares; 2025Q2: 322,586 shares; 2025Q3: 323,206 shares; 2025Q4: 340,760 shares; 2026Q1: 353,292 shares 353,292 $10.6M 0.65% +12,532 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 128,345 shares; 2025Q2: 129,935 shares; 2025Q3: 130,858 shares; 2025Q4: 166,022 shares; 2026Q1: 313,972 shares 313,972 $10.6M 0.64% +147,950 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,086 shares; 2024Q4: 120,090 shares; 2025Q1: 122,032 shares; 2025Q2: 119,190 shares; 2025Q3: 124,103 shares; 2025Q4: 138,125 shares; 2026Q1: 161,303 shares 161,303 $10.3M 0.63% +23,178 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: 49,635 shares; 2024Q4: 51,572 shares; 2025Q1: 54,963 shares; 2025Q2: 57,093 shares; 2025Q3: 56,195 shares; 2025Q4: 60,002 shares; 2026Q1: 58,522 shares 58,522 $10.2M 0.62% -1,480 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,239 shares; 2025Q1: 15,124 shares; 2025Q2: 510,605 shares; 2025Q3: 538,856 shares; 2025Q4: 562,555 shares; 2026Q1: 348,832 shares 348,832 $10.1M 0.61% -213,723 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 4,453 shares; 2025Q1: 7,398 shares; 2025Q2: 151,123 shares; 2025Q3: 157,468 shares; 2025Q4: 171,534 shares; 2026Q1: 271,476 shares 271,476 $10M 0.61% +99,942 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: 23,782 shares; 2024Q4: 30,195 shares; 2025Q1: 26,597 shares; 2025Q2: 115,895 shares; 2025Q3: 122,126 shares; 2025Q4: 133,951 shares; 2026Q1: 129,589 shares 129,589 $9.63M 0.59% -4,362 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,370 shares; 2024Q4: 88,435 shares; 2025Q1: 89,423 shares; 2025Q2: 164,656 shares; 2025Q3: 175,282 shares; 2025Q4: 184,845 shares; 2026Q1: 185,906 shares 185,906 $9.4M 0.57% +1,061 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445,943 shares; 2026Q1: 470,162 shares 470,162 $9.21M 0.56% +24,219 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: 719,207 shares; 2024Q4: 749,499 shares; 2025Q1: 789,615 shares; 2025Q2: 789,159 shares; 2025Q3: 825,846 shares; 2025Q4: 855,339 shares; 2026Q1: 162,516 shares 162,516 $9.2M 0.56% -692,823 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,255 shares; 2024Q4: 42,413 shares; 2025Q1: 46,377 shares; 2025Q2: 48,670 shares; 2025Q3: 53,933 shares; 2025Q4: 59,924 shares; 2026Q1: 60,791 shares 60,791 $9M 0.55% +867 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349,594 shares 349,594 $8.92M 0.54% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 17,728 shares; 2025Q1: 17,495 shares; 2025Q2: 62,010 shares; 2025Q3: 64,689 shares; 2025Q4: 69,622 shares; 2026Q1: 74,016 shares 74,016 $8.18M 0.5% +4,394 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: 11,927 shares; 2024Q4: 6,090 shares; 2025Q1: 7,325 shares; 2025Q2: 11,282 shares; 2025Q3: 11,974 shares; 2025Q4: 12,138 shares; 2026Q1: 11,520 shares 11,520 $8.04M 0.49% -618 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,036 shares; 2024Q4: 105,325 shares; 2025Q1: 121,894 shares; 2025Q2: 40,424 shares; 2025Q3: 46,150 shares; 2025Q4: 56,341 shares; 2026Q1: 167,762 shares 167,762 $7.79M 0.47% +111,421 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,863 shares; 2024Q4: 235,362 shares; 2025Q1: 253,639 shares; 2025Q2: 265,566 shares; 2025Q3: 298,407 shares; 2025Q4: 315,094 shares; 2026Q1: 332,328 shares 332,328 $7.72M 0.47% +17,234 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: 11,236 shares; 2024Q4: 11,620 shares; 2025Q1: 10,919 shares; 2025Q2: 10,942 shares; 2025Q3: 10,539 shares; 2025Q4: 10,270 shares; 2026Q1: 10,510 shares 10,510 $7.45M 0.45% +240 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,795 shares; 2024Q4: 108,825 shares; 2025Q1: 110,117 shares; 2025Q2: 148,511 shares; 2025Q3: 161,985 shares; 2025Q4: 185,839 shares; 2026Q1: 188,508 shares 188,508 $7.44M 0.45% +2,669 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,870 shares; 2024Q4: 326,026 shares; 2025Q1: 335,249 shares; 2025Q2: 239,126 shares; 2025Q3: 250,983 shares; 2025Q4: 265,606 shares; 2026Q1: 271,950 shares 271,950 $7.41M 0.45% +6,344 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,418 shares; 2024Q4: 99,090 shares; 2025Q1: 98,640 shares; 2025Q2: 102,976 shares; 2025Q3: 104,860 shares; 2025Q4: 105,640 shares; 2026Q1: 109,553 shares 109,553 $7.4M 0.45% +3,913 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,414 shares 139,414 $7.1M 0.43% new Timeline JPIB 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: 121,557 shares; 2025Q3: 130,924 shares; 2025Q4: 139,100 shares; 2026Q1: 140,640 shares 140,640 $6.73M 0.41% +1,540 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,802 shares; 2024Q4: 93,450 shares; 2025Q1: 103,042 shares; 2025Q2: 96,603 shares; 2025Q3: 129,864 shares; 2025Q4: 140,246 shares; 2026Q1: 130,579 shares 130,579 $6.61M 0.4% -9,667 Timeline JMEE 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: 70,287 shares; 2024Q4: 78,667 shares; 2025Q1: 84,912 shares; 2025Q2: 81,215 shares; 2025Q3: 89,633 shares; 2025Q4: 98,264 shares; 2026Q1: 98,791 shares 98,791 $6.6M 0.4% +527 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,675 shares; 2024Q4: 117,081 shares; 2025Q1: 132,904 shares; 2025Q2: 133,082 shares; 2025Q3: 139,492 shares; 2025Q4: 135,347 shares; 2026Q1: 134,712 shares 134,712 $6.32M 0.38% -635 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,614 shares; 2024Q4: 12,955 shares; 2025Q1: 13,323 shares; 2025Q2: 14,068 shares; 2025Q3: 10,188 shares; 2025Q4: 9,976 shares; 2026Q1: 9,593 shares 9,593 $6.24M 0.38% -383 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,145 shares; 2024Q4: 182,121 shares; 2025Q1: 207,139 shares; 2025Q2: 145,220 shares; 2025Q3: 153,389 shares; 2025Q4: 154,144 shares; 2026Q1: 160,247 shares 160,247 $6.16M 0.37% +6,103 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,100 shares; 2024Q4: 194,856 shares; 2025Q1: 202,249 shares; 2025Q2: 214,833 shares; 2025Q3: 211,635 shares; 2025Q4: 208,899 shares; 2026Q1: 205,041 shares 205,041 $5.97M 0.36% -3,858 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,156 shares; 2024Q4: 56,125 shares; 2025Q1: 55,364 shares; 2025Q2: 54,890 shares; 2025Q3: 53,289 shares; 2025Q4: 52,366 shares; 2026Q1: 51,821 shares 51,821 $5.91M 0.36% -545 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: 55,381 shares; 2024Q4: 54,850 shares; 2025Q1: 49,256 shares; 2025Q2: 52,488 shares; 2025Q3: 52,718 shares; 2025Q4: 93,439 shares; 2026Q1: 95,881 shares 95,881 $5.87M 0.36% +2,442 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: 19,170 shares; 2024Q4: 19,262 shares; 2025Q1: 19,516 shares; 2025Q2: 20,133 shares; 2025Q3: 19,289 shares; 2025Q4: 20,449 shares; 2026Q1: 20,383 shares 20,383 $5.86M 0.36% -66 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: 66,316 shares; 2024Q4: 67,612 shares; 2025Q1: 63,286 shares; 2025Q2: 62,831 shares; 2025Q3: 62,135 shares; 2025Q4: 61,318 shares; 2026Q1: 64,258 shares 64,258 $5.82M 0.35% +2,940 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 14,060 shares; 2025Q1: 34,630 shares; 2025Q2: 36,686 shares; 2025Q3: 37,749 shares; 2025Q4: 111,138 shares; 2026Q1: 116,141 shares 116,141 $5.66M 0.34% +5,003 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: 14,154 shares; 2024Q4: 21,721 shares; 2025Q1: 22,086 shares; 2025Q2: 22,828 shares; 2025Q3: 27,166 shares; 2025Q4: 28,829 shares; 2026Q1: 26,974 shares 26,974 $5.58M 0.34% -1,855 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 13,888 shares; 2025Q1: 16,702 shares; 2025Q2: 17,861 shares; 2025Q3: 16,457 shares; 2025Q4: 17,419 shares; 2026Q1: 18,386 shares 18,386 $5.56M 0.34% +967 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,486 shares; 2024Q4: 232,631 shares; 2025Q1: 242,821 shares; 2025Q2: 255,008 shares; 2025Q3: 264,787 shares; 2025Q4: 277,610 shares; 2026Q1: 284,775 shares 284,775 $5.41M 0.33% +7,165 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,057 shares; 2024Q4: 109,500 shares; 2025Q1: 101,306 shares; 2025Q2: 103,461 shares; 2025Q3: 107,961 shares; 2025Q4: 115,048 shares; 2026Q1: 115,226 shares 115,226 $5.33M 0.32% +178 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,837 shares; 2024Q4: 54,874 shares; 2025Q1: 72,279 shares; 2025Q2: 81,063 shares; 2025Q3: 84,036 shares; 2025Q4: 89,355 shares; 2026Q1: 91,177 shares 91,177 $5.3M 0.32% +1,822 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,521 shares; 2026Q1: 244,017 shares 244,017 $5.3M 0.32% +9,496 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,287 shares; 2026Q1: 203,012 shares 203,012 $5.19M 0.32% +11,725 Timeline BUFQ 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: 166 shares; 2025Q4: 133,577 shares; 2026Q1: 143,445 shares 143,445 $5.07M 0.31% +9,868 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 18,830 shares; 2025Q1: 20,065 shares; 2025Q2: 52,559 shares; 2025Q3: 55,337 shares; 2025Q4: 56,172 shares; 2026Q1: 48,131 shares 48,131 $4.98M 0.3% -8,041 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,993 shares; 2024Q4: 72,153 shares; 2025Q1: 82,202 shares; 2025Q2: 85,074 shares; 2025Q3: 91,566 shares; 2025Q4: 96,770 shares; 2026Q1: 105,030 shares 105,030 $4.86M 0.3% +8,260 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,231 shares; 2024Q4: 28,055 shares; 2025Q1: 28,615 shares; 2025Q2: 30,166 shares; 2025Q3: 30,830 shares; 2025Q4: 30,084 shares; 2026Q1: 29,320 shares 29,320 $4.86M 0.3% -764 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,284 shares; 2024Q4: 151,372 shares; 2025Q1: 142,350 shares; 2025Q2: 126,508 shares; 2025Q3: 121,007 shares; 2025Q4: 89,509 shares; 2026Q1: 91,083 shares 91,083 $4.5M 0.27% +1,574 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,503 shares; 2024Q4: 37,206 shares; 2025Q1: 37,254 shares; 2025Q2: 35,024 shares; 2025Q3: 35,927 shares; 2025Q4: 35,466 shares; 2026Q1: 29,893 shares 29,893 $4.33M 0.26% -5,573 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: 14,403 shares; 2024Q4: 13,208 shares; 2025Q1: 13,545 shares; 2025Q2: 11,324 shares; 2025Q3: 10,983 shares; 2025Q4: 11,226 shares; 2026Q1: 11,524 shares 11,524 $4.27M 0.26% +298 Timeline SPAB 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: 104 shares; 2024Q4: 6,247 shares; 2025Q1: 62,330 shares; 2025Q2: 103,217 shares; 2025Q3: 147,058 shares; 2025Q4: 162,165 shares; 2026Q1: 165,708 shares 165,708 $4.25M 0.26% +3,543 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: 9,060 shares; 2024Q4: 10,384 shares; 2025Q1: 11,101 shares; 2025Q2: 19,506 shares; 2025Q3: 25,525 shares; 2025Q4: 27,890 shares; 2026Q1: 28,894 shares 28,894 $4.19M 0.25% +1,004 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,348 shares; 2025Q1: 11,678 shares; 2025Q2: 12,219 shares; 2025Q3: 12,735 shares; 2025Q4: 14,131 shares; 2026Q1: 14,345 shares 14,345 $4.12M 0.25% +214 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,414 shares; 2024Q4: 53,828 shares; 2025Q1: 54,213 shares; 2025Q2: 54,377 shares; 2025Q3: 53,961 shares; 2025Q4: 53,754 shares; 2026Q1: 53,689 shares 53,689 $4.12M 0.25% -65 Timeline ILTB 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: 62,673 shares; 2024Q4: 74,208 shares; 2025Q1: 77,171 shares; 2025Q2: 75,996 shares; 2025Q3: 76,086 shares; 2025Q4: 83,952 shares; 2026Q1: 83,439 shares 83,439 $4.09M 0.25% -513 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: 39,688 shares; 2024Q4: 39,738 shares; 2025Q1: 38,973 shares; 2025Q2: 32,213 shares; 2025Q3: 31,905 shares; 2025Q4: 29,724 shares; 2026Q1: 22,352 shares 22,352 $4.06M 0.25% -7,372 Timeline VSS 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: 27,397 shares; 2024Q4: 28,618 shares; 2025Q1: 26,617 shares; 2025Q2: 26,172 shares; 2025Q3: 26,824 shares; 2025Q4: 26,850 shares; 2026Q1: 27,562 shares 27,562 $4.02M 0.24% +712 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,990 shares; 2025Q3: 25,497 shares; 2025Q4: 29,396 shares; 2026Q1: 30,053 shares 30,053 $4M 0.24% +657 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,635 shares; 2024Q4: 70,201 shares; 2025Q1: 66,835 shares; 2025Q2: 66,757 shares; 2025Q3: 66,002 shares; 2025Q4: 68,809 shares; 2026Q1: 79,985 shares 79,985 $3.99M 0.24% +11,176 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,045 shares 45,045 $3.86M 0.23% new 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: 41,891 shares; 2024Q4: 40,730 shares; 2025Q1: 45,587 shares; 2025Q2: 48,322 shares; 2025Q3: 52,670 shares; 2025Q4: 53,847 shares; 2026Q1: 54,722 shares 54,722 $3.84M 0.23% +875 Timeline HYEM 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: 133,932 shares; 2024Q4: 146,287 shares; 2025Q1: 150,694 shares; 2025Q2: 153,654 shares; 2025Q3: 169,972 shares; 2025Q4: 187,315 shares; 2026Q1: 192,118 shares 192,118 $3.79M 0.23% +4,803 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125,552 shares; 2024Q4: 984,102 shares; 2025Q1: 981,815 shares; 2025Q2: 1,017,303 shares; 2025Q3: 1,000,284 shares; 2025Q4: 797,397 shares; 2026Q1: 769,861 shares 769,861 $3.73M 0.23% -27,536 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,042 shares; 2024Q4: 30,797 shares; 2025Q1: 37,102 shares; 2025Q2: 226,196 shares; 2025Q3: 233,510 shares; 2025Q4: 266,844 shares; 2026Q1: 78,803 shares 78,803 $3.72M 0.23% -188,041 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: 87,345 shares; 2024Q4: 79,373 shares; 2025Q1: 76,466 shares; 2025Q2: 54,652 shares; 2025Q3: 41,320 shares; 2025Q4: 42,691 shares; 2026Q1: 47,927 shares 47,927 $3.67M 0.22% +5,236 Timeline GARP 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: 56,717 shares 56,717 $3.63M 0.22% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 7,825 shares; 2025Q1: 8,726 shares; 2025Q2: 11,310 shares; 2025Q3: 12,414 shares; 2025Q4: 13,024 shares; 2026Q1: 13,219 shares 13,219 $3.6M 0.22% +195 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 7,577 shares; 2025Q1: 10,093 shares; 2025Q2: 11,047 shares; 2025Q3: 10,483 shares; 2025Q4: 10,597 shares; 2026Q1: 9,681 shares 9,681 $3.6M 0.22% -916 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,910 shares; 2024Q4: 56,867 shares; 2025Q1: 57,942 shares; 2025Q2: 62,057 shares; 2025Q3: 65,206 shares; 2025Q4: 65,836 shares; 2026Q1: 67,033 shares 67,033 $3.58M 0.22% +1,197 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 2,394 shares; 2025Q1: 2,400 shares; 2025Q2: 91,740 shares; 2025Q3: 98,333 shares; 2025Q4: 102,246 shares; 2026Q1: 128,786 shares 128,786 $3.5M 0.21% +26,540 Timeline BRIF FIS TR More: the full row for FIS 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: 114,568 shares 114,568 $3.43M 0.21% 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: 38,413 shares; 2024Q4: 39,403 shares; 2025Q1: 37,047 shares; 2025Q2: 39,117 shares; 2025Q3: 31,235 shares; 2025Q4: 29,523 shares; 2026Q1: 29,717 shares 29,717 $3.37M 0.2% +194 Timeline SCHR 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: 151,707 shares; 2024Q4: 308,485 shares; 2025Q1: 317,419 shares; 2025Q2: 92,757 shares; 2025Q3: 108,310 shares; 2025Q4: 108,387 shares; 2026Q1: 135,268 shares 135,268 $3.37M 0.2% +26,881 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: 107,171 shares; 2024Q4: 41,427 shares; 2025Q1: 39,463 shares; 2025Q2: 48,168 shares; 2025Q3: 27,048 shares; 2025Q4: 33,973 shares; 2026Q1: 38,581 shares 38,581 $3.34M 0.2% +4,608 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: 16,968 shares; 2024Q4: 24,422 shares; 2025Q1: 49,808 shares; 2025Q2: 53,159 shares; 2025Q3: 53,780 shares; 2025Q4: 48,132 shares; 2026Q1: 48,869 shares 48,869 $3.34M 0.2% +737 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,301 shares; 2024Q4: 25,751 shares; 2025Q1: 26,741 shares; 2025Q2: 24,455 shares; 2025Q3: 24,013 shares; 2025Q4: 20,807 shares; 2026Q1: 20,297 shares 20,297 $3.26M 0.2% -510 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,630 shares; 2024Q4: 11,768 shares; 2025Q1: 13,648 shares; 2025Q2: 15,801 shares; 2025Q3: 16,209 shares; 2025Q4: 16,274 shares; 2026Q1: 14,982 shares 14,982 $3.25M 0.2% -1,292 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,837 shares; 2024Q4: 138,510 shares; 2025Q1: 132,855 shares; 2025Q2: 129,810 shares; 2025Q3: 119,544 shares; 2025Q4: 114,285 shares; 2026Q1: 129,822 shares 129,822 $3.21M 0.2% +15,537 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 10,615 shares; 2025Q1: 10,898 shares; 2025Q2: 11,522 shares; 2025Q3: 11,092 shares; 2025Q4: 12,507 shares; 2026Q1: 12,225 shares 12,225 $3.2M 0.19% -282 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: 22,390 shares; 2024Q4: 22,465 shares; 2025Q1: 22,488 shares; 2025Q2: 21,931 shares; 2025Q3: 22,978 shares; 2025Q4: 23,821 shares; 2026Q1: 24,124 shares 24,124 $3.16M 0.19% +303 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,883 shares; 2024Q4: 77,444 shares; 2025Q1: 73,249 shares; 2025Q2: 76,047 shares; 2025Q3: 78,211 shares; 2025Q4: 72,362 shares; 2026Q1: 74,236 shares 74,236 $3.03M 0.18% +1,874 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: 22,474 shares; 2024Q4: 11,303 shares; 2025Q1: 11,234 shares; 2025Q2: 11,097 shares; 2025Q3: 16,664 shares; 2025Q4: 18,433 shares; 2026Q1: 17,770 shares 17,770 $3.01M 0.18% -663 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: 8,038 shares; 2024Q4: 8,448 shares; 2025Q1: 9,368 shares; 2025Q2: 9,884 shares; 2025Q3: 10,203 shares; 2025Q4: 10,606 shares; 2026Q1: 10,296 shares 10,296 $2.95M 0.18% -310 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,991 shares; 2024Q4: 214,924 shares; 2025Q1: 221,560 shares; 2025Q2: 88,765 shares; 2025Q3: 90,919 shares; 2025Q4: 107,660 shares; 2026Q1: 71,055 shares 71,055 $2.94M 0.18% -36,605 Timeline USRT 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: 39,492 shares; 2025Q1: 41,274 shares; 2025Q2: 44,388 shares; 2025Q3: 46,871 shares; 2025Q4: 48,207 shares; 2026Q1: 48,944 shares 48,944 $2.9M 0.18% +737 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: 27,768 shares; 2024Q4: 27,997 shares; 2025Q1: 28,515 shares; 2025Q2: 39,663 shares; 2025Q3: 26,588 shares; 2025Q4: 34,923 shares; 2026Q1: 21,232 shares 21,232 $2.82M 0.17% -13,691 Timeline PRAY FIS TR More: the full row for FIS 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: 74,618 shares; 2026Q1: 85,416 shares 85,416 $2.75M 0.17% +10,798 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: 4,960 shares; 2024Q4: 5,390 shares; 2025Q1: 5,159 shares; 2025Q2: 3,978 shares; 2025Q3: 3,908 shares; 2025Q4: 5,820 shares; 2026Q1: 5,709 shares 5,709 $2.74M 0.17% -111 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,873 shares; 2024Q4: 45,522 shares; 2025Q1: 42,721 shares; 2025Q2: 37,917 shares; 2025Q3: 31,705 shares; 2025Q4: 26,417 shares; 2026Q1: 25,559 shares 25,559 $2.71M 0.16% -858 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: 31,707 shares; 2024Q4: 30,593 shares; 2025Q1: 29,114 shares; 2025Q2: 26,065 shares; 2025Q3: 23,113 shares; 2025Q4: 23,065 shares; 2026Q1: 23,755 shares 23,755 $2.69M 0.16% +690 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,980 shares; 2026Q1: 51,156 shares 51,156 $2.53M 0.15% +176 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,574 shares; 2024Q4: 51,712 shares; 2025Q1: 53,356 shares; 2025Q2: 64,215 shares; 2025Q3: 63,437 shares; 2025Q4: 81,824 shares; 2026Q1: 137,021 shares 137,021 $2.51M 0.15% +55,197 Timeline FLIN 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: 58,864 shares; 2024Q4: 62,124 shares; 2025Q1: 62,418 shares; 2025Q2: 71,112 shares; 2025Q3: 72,705 shares; 2025Q4: 73,037 shares; 2026Q1: 75,493 shares 75,493 $2.51M 0.15% +2,456 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: 20,727 shares; 2024Q4: 20,448 shares; 2025Q1: 23,051 shares; 2025Q2: 24,268 shares; 2025Q3: 25,486 shares; 2025Q4: 26,142 shares; 2026Q1: 32,401 shares 32,401 $2.46M 0.15% +6,259 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,635 shares; 2024Q4: 39,589 shares; 2025Q1: 42,561 shares; 2025Q2: 47,548 shares; 2025Q3: 46,360 shares; 2025Q4: 45,774 shares; 2026Q1: 46,256 shares 46,256 $2.43M 0.15% +482 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,257 shares; 2025Q1: 6,260 shares; 2025Q2: 7,176 shares; 2025Q3: 7,622 shares; 2025Q4: 8,459 shares; 2026Q1: 9,404 shares 9,404 $2.42M 0.15% +945 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,148 shares; 2024Q4: 13,027 shares; 2025Q1: 15,583 shares; 2025Q2: 17,948 shares; 2025Q3: 9,547 shares; 2025Q4: 7,912 shares; 2026Q1: 12,416 shares 12,416 $2.38M 0.14% +4,504 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: 11,856 shares; 2024Q4: 11,644 shares; 2025Q1: 11,770 shares; 2025Q2: 13,488 shares; 2025Q3: 14,462 shares; 2025Q4: 14,747 shares; 2026Q1: 16,260 shares 16,260 $2.38M 0.14% +1,513 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 30,918 shares; 2025Q3: 43,275 shares; 2025Q4: 68,592 shares; 2026Q1: 88,647 shares 88,647 $2.32M 0.14% +20,055 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 7,977 shares; 2025Q1: 7,966 shares; 2025Q2: 8,431 shares; 2025Q3: 8,533 shares; 2025Q4: 8,345 shares; 2026Q1: 8,141 shares 8,141 $2.3M 0.14% -204 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,273 shares; 2025Q1: 1,238 shares; 2025Q2: 2,409 shares; 2025Q3: 2,144 shares; 2025Q4: 2,184 shares; 2026Q1: 2,286 shares 2,286 $2.28M 0.14% +102 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 23,118 shares; 2025Q1: 25,500 shares; 2025Q2: 22,554 shares; 2025Q3: 24,566 shares; 2025Q4: 24,493 shares; 2026Q1: 23,979 shares 23,979 $2.28M 0.14% -514 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: 44,698 shares; 2024Q4: 67,526 shares; 2025Q1: 99,912 shares; 2025Q2: 104,824 shares; 2025Q3: 106,433 shares; 2025Q4: 55,251 shares; 2026Q1: 56,904 shares 56,904 $2.24M 0.14% +1,653 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: 2,508 shares; 2024Q4: 2,467 shares; 2025Q1: 2,432 shares; 2025Q2: 2,245 shares; 2025Q3: 12,369 shares; 2025Q4: 12,274 shares; 2026Q1: 14,358 shares 14,358 $2.23M 0.14% +2,084 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 26,113 shares; 2025Q1: 41,232 shares; 2025Q2: 58,360 shares; 2025Q3: 81,735 shares; 2025Q4: 88,411 shares; 2026Q1: 90,413 shares 90,413 $2.19M 0.13% +2,002 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,191 shares; 2024Q4: 66,505 shares; 2025Q1: 63,667 shares; 2025Q2: 67,613 shares; 2025Q3: 77,417 shares; 2025Q4: 84,691 shares; 2026Q1: 85,121 shares 85,121 $2.18M 0.13% +430 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,330 shares; 2025Q1: 4,424 shares; 2025Q2: 4,756 shares; 2025Q3: 21,448 shares; 2025Q4: 23,917 shares; 2026Q1: 24,020 shares 24,020 $2.17M 0.13% +103 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,371 shares; 2024Q4: 33,070 shares; 2025Q1: 32,196 shares; 2025Q2: 32,582 shares; 2025Q3: 32,308 shares; 2025Q4: 32,178 shares; 2026Q1: 31,798 shares 31,798 $2.13M 0.13% -380 Timeline ONEV 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: 6,210 shares; 2024Q4: 7,261 shares; 2025Q1: 7,804 shares; 2025Q2: 9,002 shares; 2025Q3: 10,065 shares; 2025Q4: 11,838 shares; 2026Q1: 15,688 shares 15,688 $2.1M 0.13% +3,850 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 6,021 shares; 2025Q1: 6,249 shares; 2025Q2: 6,511 shares; 2025Q3: 6,340 shares; 2025Q4: 9,016 shares; 2026Q1: 9,928 shares 9,928 $2.1M 0.13% +912 Timeline XMHQ 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: 12,526 shares; 2024Q4: 15,053 shares; 2025Q1: 17,013 shares; 2025Q2: 18,222 shares; 2025Q3: 18,061 shares; 2025Q4: 19,322 shares; 2026Q1: 20,254 shares 20,254 $2.09M 0.13% +932 Timeline EQWL 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: 10,051 shares; 2024Q4: 10,910 shares; 2025Q1: 13,060 shares; 2025Q2: 15,763 shares; 2025Q3: 17,019 shares; 2025Q4: 17,508 shares; 2026Q1: 18,129 shares 18,129 $2.09M 0.13% +621 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: 289 shares; 2024Q4: 560 shares; 2025Q1: 557 shares; 2025Q2: 616 shares; 2025Q3: 2,247 shares; 2025Q4: 2,470 shares; 2026Q1: 2,374 shares 2,374 $2.07M 0.13% -96 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: 5,149 shares; 2024Q4: 5,300 shares; 2025Q1: 6,109 shares; 2025Q2: 6,582 shares; 2025Q3: 7,097 shares; 2025Q4: 7,593 shares; 2026Q1: 5,872 shares 5,872 $2.07M 0.13% -1,721 Timeline IOO 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: 12,073 shares; 2024Q4: 370,244 shares; 2025Q1: 390,026 shares; 2025Q2: 29,970 shares; 2025Q3: 27,871 shares; 2025Q4: 27,800 shares; 2026Q1: 16,990 shares 16,990 $2.06M 0.12% -10,810 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: 40,698 shares; 2024Q4: 52,896 shares; 2025Q1: 36,843 shares; 2025Q2: 82,971 shares; 2025Q3: 73,961 shares; 2025Q4: 74,143 shares; 2026Q1: 69,984 shares 69,984 $2.03M 0.12% -4,159 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,405 shares; 2025Q4: 40,990 shares; 2026Q1: 35,256 shares 35,256 $2.02M 0.12% -5,734 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,508 shares; 2024Q4: 24,680 shares; 2025Q1: 26,859 shares; 2025Q2: 152,350 shares; 2025Q3: 161,712 shares; 2025Q4: 181,514 shares; 2026Q1: 49,957 shares 49,957 $2M 0.12% -131,557 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: 5,101 shares; 2024Q4: 5,079 shares; 2025Q1: 16,096 shares; 2025Q2: 17,578 shares; 2025Q3: 16,992 shares; 2025Q4: 17,202 shares; 2026Q1: 16,462 shares 16,462 $1.98M 0.12% -740 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,112 shares; 2024Q4: 25,935 shares; 2025Q1: 27,314 shares; 2025Q2: 31,019 shares; 2025Q3: 32,965 shares; 2025Q4: 39,660 shares; 2026Q1: 43,716 shares 43,716 $1.98M 0.12% +4,056 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: 4,046 shares; 2024Q4: 4,288 shares; 2025Q1: 4,232 shares; 2025Q2: 4,217 shares; 2025Q3: 3,647 shares; 2025Q4: 3,548 shares; 2026Q1: 3,023 shares 3,023 $1.97M 0.12% -525 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,306 shares; 2025Q1: 16,740 shares; 2025Q2: 25,028 shares; 2025Q3: 42,274 shares; 2025Q4: 46,342 shares; 2026Q1: 54,068 shares 54,068 $1.94M 0.12% +7,726 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,158 shares; 2024Q4: 23,545 shares; 2025Q1: 24,017 shares; 2025Q2: 24,571 shares; 2025Q3: 24,536 shares; 2025Q4: 26,056 shares; 2026Q1: 26,724 shares 26,724 $1.92M 0.12% +668 Timeline FDRR 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: 5,739 shares; 2024Q4: 6,058 shares; 2025Q1: 7,065 shares; 2025Q2: 7,255 shares; 2025Q3: 23,765 shares; 2025Q4: 31,086 shares; 2026Q1: 32,452 shares 32,452 $1.91M 0.12% +1,366 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: 4,503 shares; 2024Q4: 4,516 shares; 2025Q1: 4,961 shares; 2025Q2: 5,151 shares; 2025Q3: 5,433 shares; 2025Q4: 5,959 shares; 2026Q1: 6,162 shares 6,162 $1.91M 0.12% +203 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 47,719 shares 47,719 $1.9M 0.12% new Timeline CGW 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: 27,441 shares; 2024Q4: 27,533 shares; 2025Q1: 27,248 shares; 2025Q2: 27,185 shares; 2025Q3: 28,130 shares; 2025Q4: 28,593 shares; 2026Q1: 29,378 shares 29,378 $1.88M 0.11% +785 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 3,236 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares; 2026Q1: 201,667 shares 201,667 $1.84M 0.11% +198,431 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 7,945 shares; 2025Q1: 13,389 shares; 2025Q2: 21,755 shares; 2025Q3: 34,115 shares; 2025Q4: 36,669 shares; 2026Q1: 35,504 shares 35,504 $1.81M 0.11% -1,165 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: 6,987 shares; 2024Q4: 6,857 shares; 2025Q1: 7,582 shares; 2025Q2: 7,054 shares; 2025Q3: 7,342 shares; 2025Q4: 8,728 shares; 2026Q1: 14,388 shares 14,388 $1.79M 0.11% +5,660 Timeline IDHQ 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: 36,566 shares; 2024Q4: 42,757 shares; 2025Q1: 43,526 shares; 2025Q2: 44,281 shares; 2025Q3: 47,436 shares; 2025Q4: 47,870 shares; 2026Q1: 49,473 shares 49,473 $1.75M 0.11% +1,603 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,274 shares; 2024Q4: 76,697 shares; 2025Q1: 71,524 shares; 2025Q2: 55,411 shares; 2025Q3: 40,531 shares; 2025Q4: 35,323 shares; 2026Q1: 37,254 shares 37,254 $1.72M 0.1% +1,931 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,395 shares; 2024Q4: 13,256 shares; 2025Q1: 14,355 shares; 2025Q2: 16,812 shares; 2025Q3: 16,928 shares; 2025Q4: 17,115 shares; 2026Q1: 15,323 shares 15,323 $1.72M 0.1% -1,792 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: 3,269 shares; 2024Q4: 3,477 shares; 2025Q1: 3,358 shares; 2025Q2: 33,641 shares; 2025Q3: 36,108 shares; 2025Q4: 37,055 shares; 2026Q1: 37,257 shares 37,257 $1.71M 0.1% +202 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: 3,854 shares; 2024Q4: 4,029 shares; 2025Q1: 3,555 shares; 2025Q2: 3,683 shares; 2025Q3: 3,396 shares; 2025Q4: 5,015 shares; 2026Q1: 5,278 shares 5,278 $1.69M 0.1% +263 Timeline ILDR 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: 49,798 shares; 2024Q4: 58,300 shares; 2025Q1: 48,794 shares; 2025Q2: 51,140 shares; 2025Q3: 69,610 shares; 2025Q4: 70,814 shares; 2026Q1: 56,160 shares 56,160 $1.67M 0.1% -14,654 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,012 shares; 2024Q4: 343,476 shares; 2025Q1: 349,787 shares; 2025Q2: 26,045 shares; 2025Q3: 25,563 shares; 2025Q4: 33,664 shares; 2026Q1: 37,363 shares 37,363 $1.66M 0.1% +3,699 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 10,229 shares; 2025Q1: 9,965 shares; 2025Q2: 10,259 shares; 2025Q3: 10,777 shares; 2025Q4: 10,448 shares; 2026Q1: 10,197 shares 10,197 $1.65M 0.1% -251 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,692 shares; 2024Q4: 29,461 shares; 2025Q1: 29,339 shares; 2025Q2: 29,236 shares; 2025Q3: 29,243 shares; 2025Q4: 33,341 shares; 2026Q1: 32,963 shares 32,963 $1.65M 0.1% -378 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 1,861 shares; 2025Q1: 2,085 shares; 2025Q2: 10,171 shares; 2025Q3: 15,513 shares; 2025Q4: 17,071 shares; 2026Q1: 16,635 shares 16,635 $1.64M 0.1% -436 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,075 shares; 2025Q1: 64,181 shares; 2025Q2: 68,518 shares; 2025Q3: 73,597 shares; 2025Q4: 75,110 shares; 2026Q1: 76,409 shares 76,409 $1.63M 0.1% +1,299 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,242 shares; 2025Q1: 10,460 shares; 2025Q2: 11,423 shares; 2025Q3: 13,037 shares; 2025Q4: 13,555 shares; 2026Q1: 17,811 shares 17,811 $1.61M 0.1% +4,256 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: 15,633 shares; 2024Q4: 15,836 shares; 2025Q1: 16,846 shares; 2025Q2: 16,666 shares; 2025Q3: 12,632 shares; 2025Q4: 9,777 shares; 2026Q1: 8,209 shares 8,209 $1.57M 0.1% -1,568 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 585 shares; 2025Q2: 4,505 shares; 2025Q3: 5,411 shares; 2025Q4: 5,512 shares; 2026Q1: 5,725 shares 5,725 $1.55M 0.09% +213 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: 17,565 shares; 2024Q4: 22,338 shares; 2025Q1: 23,660 shares; 2025Q2: 19,517 shares; 2025Q3: 25,643 shares; 2025Q4: 28,751 shares; 2026Q1: 29,796 shares 29,796 $1.55M 0.09% +1,045 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 31,875 shares; 2025Q1: 57,492 shares; 2025Q2: 53,969 shares; 2025Q3: 61,331 shares; 2025Q4: 58,797 shares; 2026Q1: 60,614 shares 60,614 $1.54M 0.09% +1,817 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: 5,411 shares; 2024Q4: 3,630 shares; 2025Q1: 3,623 shares; 2025Q2: 4,228 shares; 2025Q3: 6,539 shares; 2025Q4: 7,208 shares; 2026Q1: 6,348 shares 6,348 $1.54M 0.09% -860 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: 12,134 shares; 2024Q4: 15,239 shares; 2025Q1: 15,168 shares; 2025Q2: 14,761 shares; 2025Q3: 13,834 shares; 2025Q4: 9,749 shares; 2026Q1: 10,500 shares 10,500 $1.52M 0.09% +751 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,164 shares 13,164 $1.51M 0.09% new Timeline NJUL 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: 22,901 shares; 2024Q4: 21,501 shares; 2025Q1: 20,655 shares; 2025Q2: 20,380 shares; 2025Q3: 21,280 shares; 2025Q4: 21,130 shares; 2026Q1: 21,130 shares 21,130 $1.51M 0.09% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 15,230 shares; 2025Q1: 15,041 shares; 2025Q2: 15,177 shares; 2025Q3: 14,834 shares; 2025Q4: 15,161 shares; 2026Q1: 15,345 shares 15,345 $1.47M 0.09% +184 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 196 shares; 2025Q2: 7,667 shares; 2025Q3: 11,597 shares; 2025Q4: 11,427 shares; 2026Q1: 11,052 shares 11,052 $1.46M 0.09% -375 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: 5,228 shares; 2024Q4: 4,954 shares; 2025Q1: 4,928 shares; 2025Q2: 4,896 shares; 2025Q3: 4,515 shares; 2025Q4: 4,891 shares; 2026Q1: 4,965 shares 4,965 $1.46M 0.09% +74 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,092 shares; 2024Q4: 22,130 shares; 2025Q1: 21,722 shares; 2025Q2: 21,725 shares; 2025Q3: 21,976 shares; 2025Q4: 21,855 shares; 2026Q1: 22,140 shares 22,140 $1.45M 0.09% +285 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: 3,597 shares; 2024Q4: 5,292 shares; 2025Q1: 6,342 shares; 2025Q2: 6,236 shares; 2025Q3: 3,878 shares; 2025Q4: 4,417 shares; 2026Q1: 3,362 shares 3,362 $1.45M 0.09% -1,055 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: 11,173 shares; 2024Q4: 11,173 shares; 2025Q1: 11,173 shares; 2025Q2: 11,764 shares; 2025Q3: 10,962 shares; 2025Q4: 86,478 shares; 2026Q1: 92,187 shares 92,187 $1.44M 0.09% +5,709 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: 2,408 shares; 2024Q4: 1,734 shares; 2025Q1: 3,503 shares; 2025Q2: 3,532 shares; 2025Q3: 3,633 shares; 2025Q4: 4,194 shares; 2026Q1: 4,253 shares 4,253 $1.44M 0.09% +59 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,002 shares; 2025Q2: 18,482 shares; 2025Q3: 28,971 shares; 2025Q4: 28,791 shares; 2026Q1: 30,594 shares 30,594 $1.4M 0.09% +1,803 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,613 shares; 2025Q2: 26,728 shares; 2025Q3: 29,045 shares; 2025Q4: 26,951 shares; 2026Q1: 27,778 shares 27,778 $1.4M 0.09% +827 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 10,411 shares; 2025Q1: 11,037 shares; 2025Q2: 22,404 shares; 2025Q3: 11,288 shares; 2025Q4: 11,217 shares; 2026Q1: 11,216 shares 11,216 $1.4M 0.08% -1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 46,555 shares; 2025Q4: 53,149 shares; 2026Q1: 56,783 shares 56,783 $1.39M 0.08% +3,634 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: 18,174 shares; 2024Q4: 20,226 shares; 2025Q1: 16,112 shares; 2025Q2: 17,729 shares; 2025Q3: 16,211 shares; 2025Q4: 14,410 shares; 2026Q1: 14,915 shares 14,915 $1.38M 0.08% +505 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,852 shares; 2024Q4: 76,365 shares; 2025Q1: 73,984 shares; 2025Q2: 74,343 shares; 2025Q3: 72,778 shares; 2025Q4: 71,275 shares; 2026Q1: 70,880 shares 70,880 $1.38M 0.08% -395 Timeline VIS 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: 3,549 shares; 2024Q4: 3,937 shares; 2025Q1: 3,115 shares; 2025Q2: 3,126 shares; 2025Q3: 3,379 shares; 2025Q4: 3,447 shares; 2026Q1: 4,330 shares 4,330 $1.35M 0.08% +883 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 193 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 6,553 shares; 2026Q1: 6,892 shares 6,892 $1.34M 0.08% +339 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,987 shares; 2024Q4: 38,920 shares; 2025Q1: 38,595 shares; 2025Q2: 40,958 shares; 2025Q3: 40,149 shares; 2025Q4: 40,432 shares; 2026Q1: 40,414 shares 40,414 $1.33M 0.08% -18 Timeline JIRE 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: 215,529 shares; 2024Q4: 34,460 shares; 2025Q1: 41,490 shares; 2025Q2: 40,017 shares; 2025Q3: 37,919 shares; 2025Q4: 18,568 shares; 2026Q1: 17,401 shares 17,401 $1.32M 0.08% -1,167 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: 1,476 shares; 2024Q4: 1,154 shares; 2025Q1: 1,363 shares; 2025Q2: 3,502 shares; 2025Q3: 3,588 shares; 2025Q4: 3,889 shares; 2026Q1: 3,999 shares 3,999 $1.32M 0.08% +110 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,784 shares; 2024Q4: 24,559 shares; 2025Q1: 25,906 shares; 2025Q2: 26,903 shares; 2025Q3: 27,389 shares; 2025Q4: 18,124 shares; 2026Q1: 15,013 shares 15,013 $1.3M 0.08% -3,111 Timeline REZ 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: 9,712 shares; 2025Q1: 10,437 shares; 2025Q2: 12,454 shares; 2025Q3: 13,706 shares; 2025Q4: 14,702 shares; 2026Q1: 15,539 shares 15,539 $1.29M 0.08% +837 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,124 shares; 2024Q4: 10,818 shares; 2025Q1: 13,871 shares; 2025Q2: 11,691 shares; 2025Q3: 10,943 shares; 2025Q4: 11,432 shares; 2026Q1: 12,643 shares 12,643 $1.29M 0.08% +1,211 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,017 shares 40,017 $1.29M 0.08% new 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: 8,037 shares; 2024Q4: 8,638 shares; 2025Q1: 8,561 shares; 2025Q2: 8,446 shares; 2025Q3: 5,817 shares; 2025Q4: 5,895 shares; 2026Q1: 5,902 shares 5,902 $1.27M 0.08% +7 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,320 shares; 2025Q3: 19,607 shares; 2025Q4: 33,604 shares; 2026Q1: 38,410 shares 38,410 $1.27M 0.08% +4,806 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: 6,485 shares; 2025Q2: 6,501 shares; 2025Q3: 6,504 shares; 2025Q4: 12,834 shares; 2026Q1: 15,449 shares 15,449 $1.24M 0.08% +2,615 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: 21 shares; 2024Q4: 1,087 shares; 2025Q1: 1,092 shares; 2025Q2: 1,101 shares; 2025Q3: 1,089 shares; 2025Q4: 1,557 shares; 2026Q1: 12,350 shares 12,350 $1.24M 0.08% +10,793 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: 4,401 shares; 2024Q4: 4,479 shares; 2025Q1: 2,209 shares; 2025Q2: 2,260 shares; 2025Q3: 2,451 shares; 2025Q4: 4,413 shares; 2026Q1: 2,050 shares 2,050 $1.24M 0.08% -2,363 Timeline PBTP 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: 47,741 shares; 2025Q3: 45,813 shares; 2025Q4: 45,494 shares; 2026Q1: 47,224 shares 47,224 $1.23M 0.08% +1,730 Timeline SPHY 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: 46,801 shares; 2024Q4: 47,435 shares; 2025Q1: 47,948 shares; 2025Q2: 49,520 shares; 2025Q3: 51,653 shares; 2025Q4: 52,065 shares; 2026Q1: 52,285 shares 52,285 $1.22M 0.07% +220 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: 4,094 shares; 2024Q4: 3,831 shares; 2025Q1: 3,955 shares; 2025Q2: 5,331 shares; 2025Q3: 5,318 shares; 2025Q4: 5,629 shares; 2026Q1: 5,915 shares 5,915 $1.2M 0.07% +286 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 13,142 shares; 2025Q2: 23,594 shares; 2025Q3: 41,817 shares; 2025Q4: 44,571 shares; 2026Q1: 42,152 shares 42,152 $1.19M 0.07% -2,419 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 6,741 shares; 2025Q1: 6,754 shares; 2025Q2: 6,806 shares; 2025Q3: 6,830 shares; 2025Q4: 6,911 shares; 2026Q1: 10,817 shares 10,817 $1.19M 0.07% +3,906 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: 30,806 shares; 2024Q4: 30,689 shares; 2025Q1: 29,320 shares; 2025Q2: 29,466 shares; 2025Q3: 29,480 shares; 2025Q4: 29,476 shares; 2026Q1: 28,570 shares 28,570 $1.17M 0.07% -906 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,089 shares; 2024Q4: 50,856 shares; 2025Q1: 52,329 shares; 2025Q2: 35,880 shares; 2025Q3: 44,164 shares; 2025Q4: 45,526 shares; 2026Q1: 43,141 shares 43,141 $1.15M 0.07% -2,385 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: 690 shares; 2024Q4: 494 shares; 2025Q1: 479 shares; 2025Q2: 476 shares; 2025Q3: 235 shares; 2025Q4: 247 shares; 2026Q1: 2,489 shares 2,489 $1.15M 0.07% +2,242 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 109 shares; 2025Q3: 1,537 shares; 2025Q4: 1,617 shares; 2026Q1: 1,675 shares 1,675 $1.14M 0.07% +58 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: 8,841 shares; 2024Q4: 9,509 shares; 2025Q1: 11,049 shares; 2025Q2: 7,073 shares; 2025Q3: 4,569 shares; 2025Q4: 4,636 shares; 2026Q1: 4,597 shares 4,597 $1.12M 0.07% -39 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 10,247 shares; 2025Q1: 28,268 shares; 2025Q2: 29,152 shares; 2025Q3: 28,589 shares; 2025Q4: 28,916 shares; 2026Q1: 32,258 shares 32,258 $1.09M 0.07% +3,342 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 17,632 shares; 2025Q1: 15,469 shares; 2025Q2: 15,313 shares; 2025Q3: 14,884 shares; 2025Q4: 14,785 shares; 2026Q1: 35,602 shares 35,602 $1.09M 0.07% +20,817 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,260 shares; 2025Q4: 7,747 shares; 2026Q1: 14,250 shares 14,250 $1.08M 0.07% +6,503 Timeline FNDX 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: 7,299 shares; 2024Q4: 22,691 shares; 2025Q1: 23,555 shares; 2025Q2: 27,036 shares; 2025Q3: 35,643 shares; 2025Q4: 38,057 shares; 2026Q1: 37,691 shares 37,691 $1.05M 0.06% -366 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 5,306 shares; 2025Q1: 3,038 shares; 2025Q2: 3,145 shares; 2025Q3: 4,411 shares; 2025Q4: 4,800 shares; 2026Q1: 10,079 shares 10,079 $1.01M 0.06% +5,279 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 139 shares; 2026Q1: 9,879 shares 9,879 $1.01M 0.06% +9,740 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: 1,552 shares; 2024Q4: 1,274 shares; 2025Q1: 1,247 shares; 2025Q2: 2,900 shares; 2025Q3: 2,882 shares; 2025Q4: 2,773 shares; 2026Q1: 2,986 shares 2,986 $1.01M 0.06% +213 Timeline XLC 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: 34,429 shares; 2024Q4: 30,809 shares; 2025Q1: 19,922 shares; 2025Q2: 19,742 shares; 2025Q3: 44,366 shares; 2025Q4: 8,583 shares; 2026Q1: 8,731 shares 8,731 $968K 0.06% +148 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 1,285 shares; 2025Q1: 864 shares; 2025Q2: 1,411 shares; 2025Q3: 2,310 shares; 2025Q4: 2,319 shares; 2026Q1: 19,080 shares 19,080 $960K 0.06% +16,761 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 1,236 shares; 2025Q1: 6,055 shares; 2025Q2: 8,381 shares; 2025Q3: 15,412 shares; 2025Q4: 17,921 shares; 2026Q1: 20,591 shares 20,591 $940K 0.06% +2,670 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 12,285 shares; 2025Q1: 11,188 shares; 2025Q2: 12,354 shares; 2025Q3: 12,647 shares; 2025Q4: 11,152 shares; 2026Q1: 10,238 shares 10,238 $938K 0.06% -914 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 101 shares; 2025Q2: 93 shares; 2025Q3: 2,413 shares; 2025Q4: 2,552 shares; 2026Q1: 2,608 shares 2,608 $933K 0.06% +56 Timeline NOCT 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: 17,020 shares; 2024Q4: 18,170 shares; 2025Q1: 17,520 shares; 2025Q2: 15,370 shares; 2025Q3: 15,750 shares; 2025Q4: 16,200 shares; 2026Q1: 16,420 shares 16,420 $926K 0.06% +220 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: 1,657 shares; 2024Q4: 1,963 shares; 2025Q1: 1,871 shares; 2025Q2: 1,845 shares; 2025Q3: 1,889 shares; 2025Q4: 2,420 shares; 2026Q1: 2,360 shares 2,360 $921K 0.06% -60 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,262 shares; 2025Q1: 2,498 shares; 2025Q2: 4,496 shares; 2025Q3: 7,170 shares; 2025Q4: 12,060 shares; 2026Q1: 12,470 shares 12,470 $918K 0.06% +410 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: 3,247 shares; 2024Q4: 2,598 shares; 2025Q1: 2,909 shares; 2025Q2: 2,684 shares; 2025Q3: 11,282 shares; 2025Q4: 12,981 shares; 2026Q1: 9,811 shares 9,811 $911K 0.06% -3,170 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,681 shares; 2024Q4: 43,731 shares; 2025Q1: 43,819 shares; 2025Q2: 40,635 shares; 2025Q3: 47,755 shares; 2025Q4: 41,949 shares; 2026Q1: 38,368 shares 38,368 $909K 0.06% -3,581 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 4,829 shares; 2025Q1: 4,244 shares; 2025Q2: 4,139 shares; 2025Q3: 8,806 shares; 2025Q4: 18,948 shares; 2026Q1: 19,736 shares 19,736 $906K 0.06% +788 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 12,617 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 9,589 shares; 2025Q4: 5,497 shares; 2026Q1: 5,582 shares 5,582 $903K 0.05% +85 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: 5,940 shares; 2024Q4: 5,747 shares; 2025Q1: 5,558 shares; 2025Q2: 5,868 shares; 2025Q3: 6,939 shares; 2025Q4: 7,083 shares; 2026Q1: 9,204 shares 9,204 $901K 0.05% +2,121 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,107 shares; 2024Q4: 3,988 shares; 2025Q1: 4,011 shares; 2025Q2: 4,103 shares; 2025Q3: 2,727 shares; 2025Q4: 2,666 shares; 2026Q1: 2,577 shares 2,577 $889K 0.05% -89 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: 164,361 shares; 2024Q4: 157,712 shares; 2025Q1: 35,904 shares; 2025Q2: 25,270 shares; 2025Q3: 18,621 shares; 2025Q4: 17,793 shares; 2026Q1: 18,227 shares 18,227 $889K 0.05% +434 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,961 shares; 2025Q2: 2,180 shares; 2025Q3: 4,302 shares; 2025Q4: 4,595 shares; 2026Q1: 4,734 shares 4,734 $884K 0.05% +139 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: 809 shares; 2024Q4: 744 shares; 2025Q1: 1,013 shares; 2025Q2: 1,122 shares; 2025Q3: 1,257 shares; 2025Q4: 1,919 shares; 2026Q1: 1,538 shares 1,538 $880K 0.05% -381 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: 1,524 shares; 2024Q4: 3,214 shares; 2025Q1: 3,578 shares; 2025Q2: 3,869 shares; 2025Q3: 4,686 shares; 2025Q4: 5,418 shares; 2026Q1: 5,479 shares 5,479 $878K 0.05% +61 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,465 shares; 2025Q1: 5,846 shares; 2025Q2: 5,890 shares; 2025Q3: 8,766 shares; 2025Q4: 7,547 shares; 2026Q1: 7,959 shares 7,959 $867K 0.05% +412 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,895 shares; 2025Q1: 3,781 shares; 2025Q2: 3,982 shares; 2025Q3: 5,497 shares; 2025Q4: 6,927 shares; 2026Q1: 11,233 shares 11,233 $866K 0.05% +4,306 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 11,033 shares; 2025Q1: 12,946 shares; 2025Q2: 17,289 shares; 2025Q3: 20,403 shares; 2025Q4: 19,877 shares; 2026Q1: 11,821 shares 11,821 $865K 0.05% -8,056 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 8,488 shares; 2025Q1: 10,582 shares; 2025Q2: 9,723 shares; 2025Q3: 9,445 shares; 2025Q4: 10,457 shares; 2026Q1: 9,251 shares 9,251 $857K 0.05% -1,206 Timeline NAPR 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: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 11,870 shares; 2025Q2: 14,570 shares; 2025Q3: 15,520 shares; 2025Q4: 15,520 shares; 2026Q1: 15,520 shares 15,520 $848K 0.05% 0 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,874 shares; 2025Q3: 46,778 shares; 2025Q4: 38,603 shares; 2026Q1: 30,967 shares 30,967 $846K 0.05% -7,636 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,298 shares; 2024Q4: 63,626 shares; 2025Q1: 62,445 shares; 2025Q2: 69,910 shares; 2025Q3: 59,059 shares; 2025Q4: 15,907 shares; 2026Q1: 15,865 shares 15,865 $825K 0.05% -42 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,927 shares; 2024Q4: 51,442 shares; 2025Q1: 54,698 shares; 2025Q2: 55,490 shares; 2025Q3: 73,936 shares; 2025Q4: 82,275 shares; 2026Q1: 36,379 shares 36,379 $824K 0.05% -45,896 Timeline AGZ 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: 5,021 shares; 2024Q4: 9,540 shares; 2025Q1: 12,639 shares; 2025Q2: 10,896 shares; 2025Q3: 8,478 shares; 2025Q4: 8,466 shares; 2026Q1: 7,464 shares 7,464 $819K 0.05% -1,002 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 7,641 shares; 2025Q3: 14,591 shares; 2025Q4: 17,228 shares; 2026Q1: 8,470 shares 8,470 $817K 0.05% -8,758 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,813 shares; 2025Q2: 11,977 shares; 2025Q3: 17,074 shares; 2025Q4: 16,132 shares; 2026Q1: 16,048 shares 16,048 $814K 0.05% -84 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 11,034 shares; 2025Q1: 11,132 shares; 2025Q2: 15,376 shares; 2025Q3: 15,740 shares; 2025Q4: 15,829 shares; 2026Q1: 15,738 shares 15,738 $809K 0.05% -91 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 22,704 shares; 2025Q4: 25,683 shares; 2026Q1: 29,573 shares 29,573 $806K 0.05% +3,890 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,116 shares; 2024Q4: 20,329 shares; 2025Q1: 20,439 shares; 2025Q2: 21,718 shares; 2025Q3: 23,137 shares; 2025Q4: 24,918 shares; 2026Q1: 27,681 shares 27,681 $805K 0.05% +2,763 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 11,725 shares 11,725 $803K 0.05% +11,635 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,109 shares; 2024Q4: 40,005 shares; 2025Q1: 38,999 shares; 2025Q2: 37,897 shares; 2025Q3: 30,266 shares; 2025Q4: 28,694 shares; 2026Q1: 18,219 shares 18,219 $794K 0.05% -10,475 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 10,437 shares; 2025Q1: 10,917 shares; 2025Q2: 8,677 shares; 2025Q3: 9,902 shares; 2025Q4: 7,606 shares; 2026Q1: 7,414 shares 7,414 $790K 0.05% -192 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: 1,058 shares; 2024Q4: 530 shares; 2025Q1: 607 shares; 2025Q2: 618 shares; 2025Q3: 2,606 shares; 2025Q4: 3,163 shares; 2026Q1: 2,521 shares 2,521 $784K 0.05% -642 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,753 shares; 2025Q1: 5,790 shares; 2025Q2: 5,743 shares; 2025Q3: 5,741 shares; 2025Q4: 6,076 shares; 2026Q1: 5,322 shares 5,322 $783K 0.05% -754 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,814 shares; 2024Q4: 33,281 shares; 2025Q1: 33,758 shares; 2025Q2: 56,408 shares; 2025Q3: 138,003 shares; 2025Q4: 112,391 shares; 2026Q1: 133,856 shares 133,856 $780K 0.05% +21,465 Timeline IYK 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: 9,127 shares; 2024Q4: 10,509 shares; 2025Q1: 9,101 shares; 2025Q2: 9,207 shares; 2025Q3: 8,963 shares; 2025Q4: 9,874 shares; 2026Q1: 11,078 shares 11,078 $776K 0.05% +1,204 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,657 shares; 2025Q1: 1,785 shares; 2025Q2: 1,287 shares; 2025Q3: 5,260 shares; 2025Q4: 5,459 shares; 2026Q1: 4,180 shares 4,180 $772K 0.05% -1,279 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 128 shares; 2025Q2: 3,132 shares; 2025Q3: 3,195 shares; 2025Q4: 3,460 shares; 2026Q1: 3,523 shares 3,523 $772K 0.05% +63 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,252 shares 15,252 $770K 0.05% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,725 shares; 2025Q2: 6,811 shares; 2025Q3: 13,485 shares; 2025Q4: 14,100 shares; 2026Q1: 14,371 shares 14,371 $768K 0.05% +271 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: 1,893 shares; 2024Q4: 1,576 shares; 2025Q1: 1,720 shares; 2025Q2: 1,641 shares; 2025Q3: 2,500 shares; 2025Q4: 2,149 shares; 2026Q1: 2,537 shares 2,537 $767K 0.05% +388 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,910 shares; 2024Q4: 21,180 shares; 2025Q1: 22,767 shares; 2025Q2: 22,866 shares; 2025Q3: 22,131 shares; 2025Q4: 17,197 shares; 2026Q1: 15,908 shares 15,908 $764K 0.05% -1,289 Timeline IAGG 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: 105,126 shares; 2024Q4: 104,808 shares; 2025Q1: 106,024 shares; 2025Q2: 9,237 shares; 2025Q3: 13,605 shares; 2025Q4: 13,478 shares; 2026Q1: 14,942 shares 14,942 $748K 0.05% +1,464 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 15,164 shares; 2025Q1: 19,323 shares; 2025Q2: 24,658 shares; 2025Q3: 30,995 shares; 2025Q4: 33,206 shares; 2026Q1: 32,827 shares 32,827 $745K 0.05% -379 Timeline NJAN 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: 14,425 shares; 2024Q4: 14,175 shares; 2025Q1: 14,385 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares; 2026Q1: 13,860 shares 13,860 $740K 0.04% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,801 shares; 2025Q1: 5,758 shares; 2025Q2: 5,510 shares; 2025Q3: 6,376 shares; 2025Q4: 6,092 shares; 2026Q1: 5,633 shares 5,633 $738K 0.04% -459 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,518 shares; 2025Q3: 17,869 shares; 2025Q4: 18,639 shares; 2026Q1: 20,274 shares 20,274 $734K 0.04% +1,635 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,815 shares; 2024Q4: 20,803 shares; 2025Q1: 18,683 shares; 2025Q2: 16,352 shares; 2025Q3: 15,921 shares; 2025Q4: 14,701 shares; 2026Q1: 31,895 shares 31,895 $731K 0.04% +17,194 Timeline XSVM 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: 10,460 shares; 2024Q4: 13,689 shares; 2025Q1: 14,549 shares; 2025Q2: 11,259 shares; 2025Q3: 10,784 shares; 2025Q4: 11,404 shares; 2026Q1: 12,046 shares 12,046 $726K 0.04% +642 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,718 shares; 2024Q4: 29,553 shares; 2025Q1: 25,011 shares; 2025Q2: 24,821 shares; 2025Q3: 23,254 shares; 2025Q4: 21,984 shares; 2026Q1: 11,731 shares 11,731 $709K 0.04% -10,253 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: 14,291 shares; 2024Q4: 16,171 shares; 2025Q1: 20,611 shares; 2025Q2: 20,789 shares; 2025Q3: 22,332 shares; 2025Q4: 22,050 shares; 2026Q1: 10,249 shares 10,249 $698K 0.04% -11,801 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 905 shares; 2025Q3: 692 shares; 2025Q4: 539 shares; 2026Q1: 506 shares 506 $698K 0.04% -33 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,021 shares; 2025Q1: 4,387 shares; 2025Q2: 4,567 shares; 2025Q3: 7,339 shares; 2025Q4: 3,270 shares; 2026Q1: 2,374 shares 2,374 $690K 0.04% -896 Timeline IJS 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: 5,243 shares; 2024Q4: 5,573 shares; 2025Q1: 5,606 shares; 2025Q2: 6,061 shares; 2025Q3: 6,086 shares; 2025Q4: 5,916 shares; 2026Q1: 5,820 shares 5,820 $689K 0.04% -96 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: 10,052 shares; 2024Q4: 10,860 shares; 2025Q1: 9,012 shares; 2025Q2: 7,807 shares; 2025Q3: 7,400 shares; 2025Q4: 6,162 shares; 2026Q1: 5,504 shares 5,504 $684K 0.04% -658 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,736 shares; 2024Q4: 90,367 shares; 2025Q1: 70,975 shares; 2025Q2: 81,742 shares; 2025Q3: 83,436 shares; 2025Q4: 91,109 shares; 2026Q1: 93,982 shares 93,982 $684K 0.04% +2,873 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,175 shares; 2024Q4: 107,163 shares; 2025Q1: 108,217 shares; 2025Q2: 110,701 shares; 2025Q3: 142,624 shares; 2025Q4: 147,452 shares; 2026Q1: 134,124 shares 134,124 $684K 0.04% -13,328 Timeline VDC 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: 4,250 shares; 2024Q4: 3,559 shares; 2025Q1: 3,254 shares; 2025Q2: 3,237 shares; 2025Q3: 2,967 shares; 2025Q4: 3,102 shares; 2026Q1: 3,043 shares 3,043 $683K 0.04% -59 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,130 shares; 2025Q1: 1,161 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,230 shares; 2026Q1: 1,266 shares 1,266 $681K 0.04% +36 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,518 shares; 2025Q1: 2,513 shares; 2025Q2: 3,265 shares; 2025Q3: 5,505 shares; 2025Q4: 4,868 shares; 2026Q1: 6,998 shares 6,998 $668K 0.04% +2,130 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,802 shares; 2025Q1: 1,831 shares; 2025Q2: 1,858 shares; 2025Q3: 1,612 shares; 2025Q4: 1,590 shares; 2026Q1: 1,562 shares 1,562 $666K 0.04% -28 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,666 shares; 2025Q1: 8,417 shares; 2025Q2: 6,405 shares; 2025Q3: 7,726 shares; 2025Q4: 8,347 shares; 2026Q1: 8,606 shares 8,606 $664K 0.04% +259 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,819 shares; 2024Q4: 16,276 shares; 2025Q1: 39,849 shares; 2025Q2: 39,484 shares; 2025Q3: 37,376 shares; 2025Q4: 37,242 shares; 2026Q1: 36,446 shares 36,446 $647K 0.04% -796 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,752 shares; 2024Q4: 15,323 shares; 2025Q1: 15,276 shares; 2025Q2: 15,003 shares; 2025Q3: 5,914 shares; 2025Q4: 2,832 shares; 2026Q1: 9,315 shares 9,315 $647K 0.04% +6,483 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: 6,387 shares; 2024Q4: 6,435 shares; 2025Q1: 7,202 shares; 2025Q2: 7,473 shares; 2025Q3: 2,823 shares; 2025Q4: 2,619 shares; 2026Q1: 2,592 shares 2,592 $629K 0.04% -27 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 10,042 shares; 2025Q1: 12,396 shares; 2025Q2: 12,897 shares; 2025Q3: 7,103 shares; 2025Q4: 7,790 shares; 2026Q1: 10,601 shares 10,601 $628K 0.04% +2,811 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 17,605 shares; 2025Q1: 14,248 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares; 2026Q1: 13,640 shares 13,640 $627K 0.04% -340 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 11,454 shares; 2025Q1: 12,689 shares; 2025Q2: 12,226 shares; 2025Q3: 12,861 shares; 2025Q4: 11,524 shares; 2026Q1: 8,721 shares 8,721 $622K 0.04% -2,803 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: 5,022 shares; 2024Q4: 5,631 shares; 2025Q1: 6,349 shares; 2025Q2: 6,315 shares; 2025Q3: 8,116 shares; 2025Q4: 8,015 shares; 2026Q1: 5,819 shares 5,819 $622K 0.04% -2,196 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: 3,555 shares; 2024Q4: 3,628 shares; 2025Q1: 3,624 shares; 2025Q2: 3,727 shares; 2025Q3: 4,257 shares; 2025Q4: 3,588 shares; 2026Q1: 3,753 shares 3,753 $621K 0.04% +165 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: 17,545 shares; 2025Q3: 32,023 shares; 2025Q4: 365 shares; 2026Q1: 39,299 shares 39,299 $619K 0.04% +38,934 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,837 shares; 2025Q1: 8,121 shares; 2025Q2: 9,126 shares; 2025Q3: 11,482 shares; 2025Q4: 12,963 shares; 2026Q1: 12,653 shares 12,653 $619K 0.04% -310 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: 20,762 shares; 2024Q4: 18,748 shares; 2025Q1: 18,374 shares; 2025Q2: 13,717 shares; 2025Q3: 10,123 shares; 2025Q4: 12,234 shares; 2026Q1: 14,596 shares 14,596 $618K 0.04% +2,362 Timeline TIPX 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: 41 shares; 2024Q4: 1,021 shares; 2025Q1: 10,495 shares; 2025Q2: 17,747 shares; 2025Q3: 29,261 shares; 2025Q4: 31,445 shares; 2026Q1: 32,024 shares 32,024 $615K 0.04% +579 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,808 shares; 2025Q1: 3,853 shares; 2025Q2: 3,514 shares; 2025Q3: 3,537 shares; 2025Q4: 3,550 shares; 2026Q1: 2,552 shares 2,552 $612K 0.04% -998 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: 38,365 shares; 2024Q4: 41,601 shares; 2025Q1: 37,546 shares; 2025Q2: 35,490 shares; 2025Q3: 27,223 shares; 2025Q4: 27,471 shares; 2026Q1: 12,177 shares 12,177 $611K 0.04% -15,294 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 431 shares; 2025Q1: 15,676 shares; 2025Q2: 16,941 shares; 2025Q3: 18,905 shares; 2025Q4: 7,129 shares; 2026Q1: 5,514 shares 5,514 $611K 0.04% -1,615 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,048 shares; 2025Q1: 2,753 shares; 2025Q2: 3,078 shares; 2025Q3: 3,029 shares; 2025Q4: 2,991 shares; 2026Q1: 2,992 shares 2,992 $610K 0.04% +1 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 238 shares; 2025Q1: 246 shares; 2025Q2: 393 shares; 2025Q3: 10,558 shares; 2025Q4: 12,137 shares; 2026Q1: 8,724 shares 8,724 $604K 0.04% -3,413 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: 724 shares; 2024Q4: 760 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 552 shares; 2025Q4: 692 shares; 2026Q1: 704 shares 704 $596K 0.04% +12 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 4,628 shares; 2025Q1: 4,615 shares; 2025Q2: 4,487 shares; 2025Q3: 1,452 shares; 2025Q4: 975 shares; 2026Q1: 2,848 shares 2,848 $594K 0.04% +1,873 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 2,545 shares; 2025Q3: 9,180 shares; 2025Q4: 10,209 shares; 2026Q1: 10,132 shares 10,132 $585K 0.04% -77 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: 1,539 shares; 2024Q4: 1,531 shares; 2025Q1: 1,544 shares; 2025Q2: 1,502 shares; 2025Q3: 1,491 shares; 2025Q4: 1,870 shares; 2026Q1: 5,655 shares 5,655 $581K 0.04% +3,785 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,436 shares; 2024Q4: 8,682 shares; 2025Q1: 11,103 shares; 2025Q2: 18,202 shares; 2025Q3: 19,802 shares; 2025Q4: 18,517 shares; 2026Q1: 8,276 shares 8,276 $577K 0.04% -10,241 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,770 shares; 2024Q4: 14,724 shares; 2025Q1: 15,877 shares; 2025Q2: 16,124 shares; 2025Q3: 26,644 shares; 2025Q4: 25,971 shares; 2026Q1: 25,024 shares 25,024 $564K 0.03% -947 Timeline ESLV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly 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: 12,372 shares; 2026Q1: 21,311 shares 21,311 $559K 0.03% +8,939 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 14,881 shares; 2025Q1: 11,148 shares; 2025Q2: 10,636 shares; 2025Q3: 9,344 shares; 2025Q4: 21,803 shares; 2026Q1: 3,800 shares 3,800 $557K 0.03% -18,003 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,746 shares; 2025Q1: 6,733 shares; 2025Q2: 7,085 shares; 2025Q3: 2,825 shares; 2025Q4: 2,320 shares; 2026Q1: 6,374 shares 6,374 $555K 0.03% +4,054 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 19,550 shares; 2026Q1: 19,750 shares 19,750 $550K 0.03% +200 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,357 shares; 2025Q1: 6,180 shares; 2025Q2: 5,983 shares; 2025Q3: 1,957 shares; 2025Q4: 860 shares; 2026Q1: 3,490 shares 3,490 $549K 0.03% +2,630 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,569 shares; 2025Q2: 9,643 shares; 2025Q3: 18,229 shares; 2025Q4: 19,025 shares; 2026Q1: 21,315 shares 21,315 $548K 0.03% +2,290 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,352 shares; 2025Q1: 11,072 shares; 2025Q2: 11,262 shares; 2025Q3: 11,408 shares; 2025Q4: 11,275 shares; 2026Q1: 10,856 shares 10,856 $547K 0.03% -419 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,978 shares; 2024Q4: 13,516 shares; 2025Q1: 11,060 shares; 2025Q2: 10,817 shares; 2025Q3: 9,350 shares; 2025Q4: 6,144 shares; 2026Q1: 5,012 shares 5,012 $546K 0.03% -1,132 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 2,552 shares; 2025Q4: 3,013 shares; 2026Q1: 2,256 shares 2,256 $546K 0.03% -757 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: 2,838 shares; 2024Q4: 2,872 shares; 2025Q1: 2,986 shares; 2025Q2: 3,186 shares; 2025Q3: 3,185 shares; 2025Q4: 3,782 shares; 2026Q1: 4,151 shares 4,151 $544K 0.03% +369 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 8,910 shares; 2025Q4: 11,052 shares; 2026Q1: 7,609 shares 7,609 $541K 0.03% -3,443 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: 5,250 shares; 2024Q4: 5,495 shares; 2025Q1: 4,975 shares; 2025Q2: 4,790 shares; 2025Q3: 4,742 shares; 2025Q4: 4,802 shares; 2026Q1: 4,550 shares 4,550 $540K 0.03% -252 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,065 shares; 2024Q4: 29,474 shares; 2025Q1: 32,932 shares; 2025Q2: 38,438 shares; 2025Q3: 37,615 shares; 2025Q4: 6,266 shares; 2026Q1: 5,271 shares 5,271 $533K 0.03% -995 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,774 shares; 2025Q1: 7,547 shares; 2025Q2: 7,639 shares; 2025Q3: 7,609 shares; 2025Q4: 8,154 shares; 2026Q1: 8,985 shares 8,985 $531K 0.03% +831 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 775 shares; 2025Q1: 869 shares; 2025Q2: 853 shares; 2025Q3: 849 shares; 2025Q4: 804 shares; 2026Q1: 1,652 shares 1,652 $530K 0.03% +848 Timeline XME 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: 155 shares; 2025Q2: 3,024 shares; 2025Q3: 33,031 shares; 2025Q4: 4,204 shares; 2026Q1: 4,854 shares 4,854 $524K 0.03% +650 Timeline EMHC 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: 73 shares; 2024Q4: 449 shares; 2025Q1: 6,341 shares; 2025Q2: 11,101 shares; 2025Q3: 19,075 shares; 2025Q4: 20,589 shares; 2026Q1: 20,930 shares 20,930 $519K 0.03% +341 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 4,923 shares; 2026Q1: 7,255 shares 7,255 $514K 0.03% +2,332 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 3,310 shares; 2025Q1: 1,641 shares; 2025Q2: 1,806 shares; 2025Q3: 1,827 shares; 2025Q4: 2,127 shares; 2026Q1: 2,021 shares 2,021 $506K 0.03% -106 Timeline ISCG 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: 5,885 shares; 2024Q4: 26,833 shares; 2025Q1: 26,041 shares; 2025Q2: 8,952 shares; 2025Q3: 9,423 shares; 2025Q4: 10,107 shares; 2026Q1: 9,225 shares 9,225 $506K 0.03% -882 Timeline GRPM 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: 1,302 shares; 2024Q4: 2,264 shares; 2025Q1: 2,638 shares; 2025Q2: 3,254 shares; 2025Q3: 3,241 shares; 2025Q4: 4,075 shares; 2026Q1: 4,259 shares 4,259 $504K 0.03% +184 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 100 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 3,661 shares 3,661 $498K 0.03% +3,556 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,944 shares; 2025Q1: 12,748 shares; 2025Q2: 11,723 shares; 2025Q3: 10,135 shares; 2025Q4: 8,961 shares; 2026Q1: 12,378 shares 12,378 $497K 0.03% +3,417 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 225 shares; 2025Q1: 3,612 shares; 2025Q2: 6,485 shares; 2025Q3: 10,955 shares; 2025Q4: 11,943 shares; 2026Q1: 12,242 shares 12,242 $491K 0.03% +299 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: 3,654 shares; 2024Q4: 3,594 shares; 2025Q1: 3,640 shares; 2025Q2: 3,531 shares; 2025Q3: 3,537 shares; 2025Q4: 2,819 shares; 2026Q1: 2,749 shares 2,749 $490K 0.03% -70 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 294 shares; 2025Q1: 248 shares; 2025Q2: 258 shares; 2025Q3: 253 shares; 2025Q4: 248 shares; 2026Q1: 5,736 shares 5,736 $489K 0.03% +5,488 Timeline EELV 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: 772 shares; 2024Q4: 780 shares; 2025Q1: 786 shares; 2025Q2: 543 shares; 2025Q3: 550 shares; 2025Q4: 5,985 shares; 2026Q1: 17,381 shares 17,381 $488K 0.03% +11,396 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 510 shares; 2025Q1: 515 shares; 2025Q2: 521 shares; 2025Q3: 13,561 shares; 2025Q4: 13,745 shares; 2026Q1: 10,452 shares 10,452 $487K 0.03% -3,293 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: 2,039 shares; 2024Q4: 1,736 shares; 2025Q1: 1,723 shares; 2025Q2: 1,852 shares; 2025Q3: 1,999 shares; 2025Q4: 2,050 shares; 2026Q1: 1,953 shares 1,953 $477K 0.03% -97 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 14,755 shares; 2025Q3: 16,255 shares; 2025Q4: 15,580 shares; 2026Q1: 15,430 shares 15,430 $476K 0.03% -150 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 4,058 shares; 2025Q1: 4,640 shares; 2025Q2: 5,055 shares; 2025Q3: 10,045 shares; 2025Q4: 10,636 shares; 2026Q1: 9,841 shares 9,841 $475K 0.03% -795 Timeline IEUR 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: 134 shares; 2024Q4: 134 shares; 2025Q1: 3,288 shares; 2025Q2: 3,282 shares; 2025Q3: 3,719 shares; 2025Q4: 4,143 shares; 2026Q1: 6,754 shares 6,754 $475K 0.03% +2,611 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: 1,394 shares; 2024Q4: 1,411 shares; 2025Q1: 1,456 shares; 2025Q2: 1,392 shares; 2025Q3: 1,395 shares; 2025Q4: 1,397 shares; 2026Q1: 1,379 shares 1,379 $471K 0.03% -18 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 1,277 shares; 2025Q1: 1,513 shares; 2025Q2: 2,034 shares; 2025Q3: 2,182 shares; 2025Q4: 1,882 shares; 2026Q1: 1,882 shares 1,882 $465K 0.03% 0 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,643 shares; 2025Q4: 12,124 shares; 2026Q1: 10,560 shares 10,560 $462K 0.03% -1,564 Timeline VT 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: 1,921 shares; 2024Q4: 2,254 shares; 2025Q1: 2,246 shares; 2025Q2: 2,397 shares; 2025Q3: 2,503 shares; 2025Q4: 2,874 shares; 2026Q1: 3,298 shares 3,298 $456K 0.03% +424 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: 4,499 shares; 2024Q4: 4,406 shares; 2025Q1: 4,121 shares; 2025Q2: 4,129 shares; 2025Q3: 3,231 shares; 2025Q4: 3,233 shares; 2026Q1: 3,134 shares 3,134 $455K 0.03% -99 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,166 shares; 2025Q1: 3,077 shares; 2025Q2: 4,939 shares; 2025Q3: 3,373 shares; 2025Q4: 3,330 shares; 2026Q1: 3,402 shares 3,402 $449K 0.03% +72 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,663 shares; 2025Q1: 1,604 shares; 2025Q2: 1,583 shares; 2025Q3: 1,558 shares; 2025Q4: 1,566 shares; 2026Q1: 1,498 shares 1,498 $448K 0.03% -68 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 4,446 shares; 2025Q1: 4,542 shares; 2025Q2: 4,426 shares; 2025Q3: 4,304 shares; 2025Q4: 4,783 shares; 2026Q1: 1,891 shares 1,891 $447K 0.03% -2,892 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 3,705 shares; 2025Q1: 6,321 shares; 2025Q2: 6,140 shares; 2025Q3: 9,252 shares; 2025Q4: 10,544 shares; 2026Q1: 11,061 shares 11,061 $446K 0.03% +517 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: 1,552 shares; 2024Q4: 1,391 shares; 2025Q1: 1,464 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,556 shares; 2026Q1: 1,566 shares 1,566 $444K 0.03% +10 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,743 shares; 2025Q1: 4,793 shares; 2025Q2: 4,909 shares; 2025Q3: 336 shares; 2025Q4: 407 shares; 2026Q1: 1,294 shares 1,294 $444K 0.03% +887 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 667 shares; 2025Q1: 562 shares; 2025Q2: 513 shares; 2025Q3: 10,134 shares; 2025Q4: 11,564 shares; 2026Q1: 8,643 shares 8,643 $436K 0.03% -2,921 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: 30,770 shares; 2024Q4: 26,622 shares; 2025Q1: 15,533 shares; 2025Q2: 15,361 shares; 2025Q3: 14,722 shares; 2025Q4: 5,673 shares; 2026Q1: 5,289 shares 5,289 $434K 0.03% -384 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 9,481 shares; 2025Q1: 8,609 shares; 2025Q2: 9,084 shares; 2025Q3: 14,527 shares; 2025Q4: 14,975 shares; 2026Q1: 10,826 shares 10,826 $432K 0.03% -4,149 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 6,004 shares; 2025Q1: 6,506 shares; 2025Q2: 6,396 shares; 2025Q3: 1,284 shares; 2025Q4: 806 shares; 2026Q1: 4,059 shares 4,059 $431K 0.03% +3,253 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 553 shares; 2025Q1: 458 shares; 2025Q2: 452 shares; 2025Q3: 437 shares; 2025Q4: not reported; 2026Q1: 8,757 shares 8,757 $431K 0.03% new 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: 10,256 shares; 2024Q4: 10,379 shares; 2025Q1: 11,471 shares; 2025Q2: 2,286 shares; 2025Q3: 1,755 shares; 2025Q4: 2,000 shares; 2026Q1: 2,229 shares 2,229 $430K 0.03% +229 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,424 shares 10,424 $428K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,281 shares; 2024Q4: 73,661 shares; 2025Q1: 59,414 shares; 2025Q2: 67,517 shares; 2025Q3: 10,870 shares; 2025Q4: 10,043 shares; 2026Q1: 9,698 shares 9,698 $428K 0.03% -345 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 136 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 105 shares; 2026Q1: 4,117 shares 4,117 $427K 0.03% +4,012 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,249 shares; 2024Q4: 159,334 shares; 2025Q1: 19,721 shares; 2025Q2: 19,053 shares; 2025Q3: 14,447 shares; 2025Q4: 12,985 shares; 2026Q1: 11,761 shares 11,761 $425K 0.03% -1,224 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 674 shares; 2025Q1: 933 shares; 2025Q2: 1,401 shares; 2025Q3: 1,433 shares; 2025Q4: 1,406 shares; 2026Q1: 1,509 shares 1,509 $421K 0.03% +103 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 359 shares; 2025Q2: 5,385 shares; 2025Q3: 5,535 shares; 2025Q4: 4,555 shares; 2026Q1: 4,540 shares 4,540 $419K 0.03% -15 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,678 shares; 2025Q1: 1,635 shares; 2025Q2: 1,594 shares; 2025Q3: 626 shares; 2025Q4: 479 shares; 2026Q1: 468 shares 468 $419K 0.03% -11 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,905 shares; 2025Q1: 1,818 shares; 2025Q2: 10,692 shares; 2025Q3: 10,535 shares; 2025Q4: 10,267 shares; 2026Q1: 1,088 shares 1,088 $417K 0.03% -9,179 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,465 shares; 2024Q4: 17,184 shares; 2025Q1: 18,081 shares; 2025Q2: 17,711 shares; 2025Q3: 16,673 shares; 2025Q4: 8,653 shares; 2026Q1: 10,770 shares 10,770 $416K 0.03% +2,117 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,246 shares; 2025Q1: 8,695 shares; 2025Q2: 8,351 shares; 2025Q3: 9,025 shares; 2025Q4: 8,660 shares; 2026Q1: 3,646 shares 3,646 $413K 0.03% -5,014 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,626 shares; 2024Q4: 190,368 shares; 2025Q1: 222,127 shares; 2025Q2: 218,805 shares; 2025Q3: 224,292 shares; 2025Q4: 37,198 shares; 2026Q1: 29,424 shares 29,424 $411K 0.02% -7,774 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 6,742 shares; 2025Q3: 14,203 shares; 2025Q4: 15,142 shares; 2026Q1: 16,343 shares 16,343 $408K 0.02% +1,201 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: 42,859 shares; 2024Q4: 44,882 shares; 2025Q1: 12,512 shares; 2025Q2: 12,478 shares; 2025Q3: 12,607 shares; 2025Q4: 12,759 shares; 2026Q1: 14,507 shares 14,507 $407K 0.02% +1,748 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 7,774 shares; 2025Q1: 6,137 shares; 2025Q2: 6,133 shares; 2025Q3: 4,674 shares; 2025Q4: 1,422 shares; 2026Q1: 7,653 shares 7,653 $407K 0.02% +6,231 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,815 shares; 2025Q2: 11,383 shares; 2025Q3: 11,302 shares; 2025Q4: 23,822 shares; 2026Q1: 7,433 shares 7,433 $405K 0.02% -16,389 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 9,175 shares; 2025Q1: 9,210 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,775 shares; 2026Q1: 8,775 shares 8,775 $405K 0.02% 0 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: 10,660 shares; 2024Q4: 11,182 shares; 2025Q1: 1,278 shares; 2025Q2: 1,269 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares; 2026Q1: 1,230 shares 1,230 $404K 0.02% +28 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,076 shares; 2025Q2: 3,969 shares; 2025Q3: 7,703 shares; 2025Q4: 7,997 shares; 2026Q1: 8,085 shares 8,085 $403K 0.02% +88 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,436 shares 16,436 $400K 0.02% new Timeline SCHH 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: 14,602 shares; 2024Q4: 13,768 shares; 2025Q1: 13,374 shares; 2025Q2: 15,071 shares; 2025Q3: 16,850 shares; 2025Q4: 17,709 shares; 2026Q1: 18,286 shares 18,286 $393K 0.02% +577 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: 2,422 shares; 2024Q4: 2,347 shares; 2025Q1: 2,729 shares; 2025Q2: 2,698 shares; 2025Q3: 1,436 shares; 2025Q4: 1,765 shares; 2026Q1: 1,805 shares 1,805 $393K 0.02% +40 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,764 shares; 2025Q1: 1,693 shares; 2025Q2: 1,613 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 960 shares 960 $391K 0.02% -146 Timeline CERY 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: 3,167 shares; 2025Q2: 5,219 shares; 2025Q3: 12,509 shares; 2025Q4: 12,680 shares; 2026Q1: 10,986 shares 10,986 $387K 0.02% -1,694 Timeline SPLB 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: 390 shares; 2024Q4: 490 shares; 2025Q1: 1,914 shares; 2025Q2: 2,617 shares; 2025Q3: 4,129 shares; 2025Q4: 7,366 shares; 2026Q1: 17,397 shares 17,397 $387K 0.02% +10,031 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 7,328 shares; 2025Q1: 7,077 shares; 2025Q2: 7,468 shares; 2025Q3: 7,144 shares; 2025Q4: 7,229 shares; 2026Q1: 4,144 shares 4,144 $382K 0.02% -3,085 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,489 shares; 2025Q1: 1,490 shares; 2025Q2: 6,028 shares; 2025Q3: 7,980 shares; 2025Q4: 8,752 shares; 2026Q1: 8,168 shares 8,168 $381K 0.02% -584 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,139 shares; 2025Q2: 7,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares 8,800 $379K 0.02% 0 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 3,020 shares; 2025Q2: 5,600 shares; 2025Q3: 12,145 shares; 2025Q4: 12,882 shares; 2026Q1: 13,751 shares 13,751 $376K 0.02% +869 Timeline PAPR 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: 10,880 shares; 2024Q4: 9,880 shares; 2025Q1: 9,901 shares; 2025Q2: 9,880 shares; 2025Q3: 9,380 shares; 2025Q4: 9,380 shares; 2026Q1: 9,380 shares 9,380 $373K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 3,233 shares; 2025Q1: 2,905 shares; 2025Q2: 3,350 shares; 2025Q3: 3,211 shares; 2025Q4: 3,378 shares; 2026Q1: 3,768 shares 3,768 $373K 0.02% +390 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9,108 shares; 2025Q3: 9,116 shares; 2025Q4: 9,116 shares; 2026Q1: 9,116 shares 9,116 $372K 0.02% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 834 shares; 2025Q3: 2,603 shares; 2025Q4: 2,638 shares; 2026Q1: 11,001 shares 11,001 $370K 0.02% +8,363 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,940 shares 5,940 $370K 0.02% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 9,920 shares; 2025Q2: 9,800 shares; 2025Q3: 9,700 shares; 2025Q4: 9,900 shares; 2026Q1: 9,200 shares 9,200 $369K 0.02% -700 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: 11,435 shares; 2024Q4: 10,503 shares; 2025Q1: 5,666 shares; 2025Q2: 7,596 shares; 2025Q3: 7,596 shares; 2025Q4: 7,674 shares; 2026Q1: 7,775 shares 7,775 $366K 0.02% +101 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,996 shares; 2025Q4: 3,128 shares; 2026Q1: 3,377 shares 3,377 $362K 0.02% +249 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC 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: 7,770 shares; 2025Q4: 25,322 shares; 2026Q1: 16,854 shares 16,854 $362K 0.02% -8,468 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: 2,949 shares; 2024Q4: 2,959 shares; 2025Q1: 3,030 shares; 2025Q2: 2,917 shares; 2025Q3: 716 shares; 2025Q4: 331 shares; 2026Q1: 1,390 shares 1,390 $362K 0.02% +1,059 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,737 shares; 2024Q4: 87,427 shares; 2025Q1: 33,326 shares; 2025Q2: 36,516 shares; 2025Q3: 37,999 shares; 2025Q4: 49,039 shares; 2026Q1: 52,012 shares 52,012 $361K 0.02% +2,973 Timeline KJAN 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: 8,850 shares; 2024Q4: 8,650 shares; 2025Q1: 8,880 shares; 2025Q2: 8,780 shares; 2025Q3: 8,780 shares; 2025Q4: 8,655 shares; 2026Q1: 8,655 shares 8,655 $361K 0.02% 0 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 7,125 shares 7,125 $358K 0.02% +4,900 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,096 shares; 2025Q1: 2,171 shares; 2025Q2: 1,972 shares; 2025Q3: 1,954 shares; 2025Q4: 2,262 shares; 2026Q1: 2,758 shares 2,758 $355K 0.02% +496 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: 31,916 shares; 2024Q4: 33,020 shares; 2025Q1: 19,009 shares; 2025Q2: 20,654 shares; 2025Q3: 22,480 shares; 2025Q4: 18,418 shares; 2026Q1: 14,328 shares 14,328 $355K 0.02% -4,090 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 7,712 shares; 2025Q1: 8,322 shares; 2025Q2: 8,152 shares; 2025Q3: 1,866 shares; 2025Q4: 516 shares; 2026Q1: 5,735 shares 5,735 $354K 0.02% +5,219 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496,783 shares; 2025Q3: 527,282 shares; 2025Q4: 548,411 shares; 2026Q1: 13,498 shares 13,498 $354K 0.02% -534,913 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,150 shares 35,150 $348K 0.02% new Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 8,081 shares; 2025Q2: 8,695 shares; 2025Q3: 8,644 shares; 2025Q4: 8,338 shares; 2026Q1: 8,422 shares 8,422 $346K 0.02% +84 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,706 shares; 2024Q4: 37,637 shares; 2025Q1: 41,393 shares; 2025Q2: 42,413 shares; 2025Q3: 44,364 shares; 2025Q4: 9,039 shares; 2026Q1: 9,103 shares 9,103 $344K 0.02% +64 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,731 shares; 2025Q3: 5,944 shares; 2025Q4: 5,523 shares; 2026Q1: 4,378 shares 4,378 $343K 0.02% -1,145 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,823 shares; 2026Q1: 4,835 shares 4,835 $343K 0.02% +12 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: 1,335 shares; 2024Q4: 1,536 shares; 2025Q1: 1,471 shares; 2025Q2: 1,507 shares; 2025Q3: 1,508 shares; 2025Q4: 1,454 shares; 2026Q1: 1,479 shares 1,479 $340K 0.02% +25 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,668 shares; 2025Q1: 1,372 shares; 2025Q2: 1,326 shares; 2025Q3: 1,330 shares; 2025Q4: 1,337 shares; 2026Q1: 1,827 shares 1,827 $337K 0.02% +490 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 33 shares; 2025Q1: 121 shares; 2025Q2: 1,159 shares; 2025Q3: 1,411 shares; 2025Q4: 1,506 shares; 2026Q1: 1,683 shares 1,683 $336K 0.02% +177 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 3,306 shares; 2025Q1: 6,763 shares; 2025Q2: 14,635 shares; 2025Q3: 10,827 shares; 2025Q4: 12,806 shares; 2026Q1: 12,773 shares 12,773 $335K 0.02% -33 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 13,985 shares 13,985 $330K 0.02% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,101 shares; 2025Q1: 6,647 shares; 2025Q2: 6,563 shares; 2025Q3: 2,142 shares; 2025Q4: 985 shares; 2026Q1: 3,041 shares 3,041 $322K 0.02% +2,056 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,200 shares; 2025Q1: 33,850 shares; 2025Q2: 33,550 shares; 2025Q3: 35,250 shares; 2025Q4: 35,850 shares; 2026Q1: 24,650 shares 24,650 $321K 0.02% -11,200 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 5,727 shares; 2025Q1: 7,868 shares; 2025Q2: 8,119 shares; 2025Q3: 8,110 shares; 2025Q4: 7,888 shares; 2026Q1: 7,858 shares 7,858 $319K 0.02% -30 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 178 shares; 2025Q2: 179 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: 892 shares 892 $316K 0.02% +715 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 611 shares; 2025Q1: 605 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 1,158 shares; 2026Q1: 1,585 shares 1,585 $315K 0.02% +427 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,544 shares; 2024Q4: 38,573 shares; 2025Q1: 38,573 shares; 2025Q2: 38,573 shares; 2025Q3: 38,573 shares; 2025Q4: 38,573 shares; 2026Q1: 38,573 shares 38,573 $312K 0.02% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,548 shares; 2025Q1: 5,200 shares; 2025Q2: 4,788 shares; 2025Q3: 3,570 shares; 2025Q4: 3,518 shares; 2026Q1: 3,603 shares 3,603 $311K 0.02% +85 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 125 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 6,756 shares; 2026Q1: 4,869 shares 4,869 $310K 0.02% -1,887 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly 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: 10,725 shares; 2025Q4: 11,556 shares; 2026Q1: 8,899 shares 8,899 $309K 0.02% -2,657 Timeline FDIS 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: 67,371 shares; 2024Q4: 7,796 shares; 2025Q1: 7,671 shares; 2025Q2: 6,836 shares; 2025Q3: 4,633 shares; 2025Q4: 3,738 shares; 2026Q1: 3,308 shares 3,308 $308K 0.02% -430 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: 12,646 shares; 2024Q4: 12,299 shares; 2025Q1: 18,037 shares; 2025Q2: 15,058 shares; 2025Q3: 15,170 shares; 2025Q4: 15,278 shares; 2026Q1: 6,860 shares 6,860 $308K 0.02% -8,418 Timeline GCOW 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: 2,752 shares; 2024Q4: 2,776 shares; 2025Q1: 1,213 shares; 2025Q2: 1,264 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 6,576 shares 6,576 $304K 0.02% +5,303 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,803 shares 11,803 $303K 0.02% new Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 19,795 shares; 2025Q1: 21,035 shares; 2025Q2: 22,292 shares; 2025Q3: 9,484 shares; 2025Q4: 5,329 shares; 2026Q1: 4,829 shares 4,829 $300K 0.02% -500 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 12,905 shares; 2025Q1: 8,538 shares; 2025Q2: 7,899 shares; 2025Q3: 2,407 shares; 2025Q4: 2,306 shares; 2026Q1: 3,015 shares 3,015 $299K 0.02% +709 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: 2,554 shares; 2025Q1: 1,508 shares; 2025Q2: 1,489 shares; 2025Q3: 1,435 shares; 2025Q4: 1,404 shares; 2026Q1: 1,394 shares 1,394 $298K 0.02% -10 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 13,167 shares; 2025Q1: 6,698 shares; 2025Q2: 8,010 shares; 2025Q3: 7,233 shares; 2025Q4: 7,233 shares; 2026Q1: 6,334 shares 6,334 $298K 0.02% -899 Timeline IBB 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: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 2,104 shares; 2025Q4: 2,740 shares; 2026Q1: 1,761 shares 1,761 $297K 0.02% -979 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: 3,310 shares; 2024Q4: 2,934 shares; 2025Q1: 2,919 shares; 2025Q2: 2,766 shares; 2025Q3: 2,577 shares; 2025Q4: 3,035 shares; 2026Q1: 3,823 shares 3,823 $297K 0.02% +788 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,888 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares; 2026Q1: 5,604 shares 5,604 $294K 0.02% +2,800 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 667 shares; 2025Q1: 1,155 shares; 2025Q2: 1,694 shares; 2025Q3: 1,952 shares; 2025Q4: 2,013 shares; 2026Q1: 1,706 shares 1,706 $294K 0.02% -307 Timeline SCYB 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: 937 shares; 2024Q4: 1,874 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 9,738 shares; 2025Q4: 10,554 shares; 2026Q1: 11,224 shares 11,224 $292K 0.02% +670 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 160 shares; 2025Q1: 1,800 shares; 2025Q2: 1,900 shares; 2025Q3: 1,123 shares; 2025Q4: 2,019 shares; 2026Q1: 3,856 shares 3,856 $288K 0.02% +1,837 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: 2,111 shares; 2024Q4: 1,938 shares; 2025Q1: 1,941 shares; 2025Q2: 2,004 shares; 2025Q3: 2,007 shares; 2025Q4: 2,004 shares; 2026Q1: 2,020 shares 2,020 $288K 0.02% +16 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 1,197 shares; 2025Q3: 1,646 shares; 2025Q4: 7,061 shares; 2026Q1: 10,005 shares 10,005 $287K 0.02% +2,944 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 906 shares; 2025Q1: 946 shares; 2025Q2: 898 shares; 2025Q3: 1,327 shares; 2025Q4: 1,991 shares; 2026Q1: 3,476 shares 3,476 $287K 0.02% +1,485 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 5,611 shares; 2025Q1: 5,828 shares; 2025Q2: 5,739 shares; 2025Q3: 2,184 shares; 2025Q4: 1,710 shares; 2026Q1: 1,672 shares 1,672 $283K 0.02% -38 Timeline FTGS 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: 69,205 shares; 2024Q4: 67,344 shares; 2025Q1: 22,609 shares; 2025Q2: 22,660 shares; 2025Q3: 22,580 shares; 2025Q4: 9,874 shares; 2026Q1: 8,199 shares 8,199 $279K 0.02% -1,675 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 957 shares; 2025Q1: 1,119 shares; 2025Q2: 1,580 shares; 2025Q3: 1,873 shares; 2025Q4: 2,247 shares; 2026Q1: 2,567 shares 2,567 $278K 0.02% +320 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 1,128 shares; 2025Q1: 1,129 shares; 2025Q2: 1,375 shares; 2025Q3: 1,172 shares; 2025Q4: 903 shares; 2026Q1: 871 shares 871 $277K 0.02% -32 Timeline EBND 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: 88 shares; 2024Q4: 696 shares; 2025Q1: 4,868 shares; 2025Q2: 7,341 shares; 2025Q3: 12,706 shares; 2025Q4: 13,107 shares; 2026Q1: 13,343 shares 13,343 $275K 0.02% +236 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 35 shares; 2025Q4: 3,261 shares; 2026Q1: 3,174 shares 3,174 $275K 0.02% -87 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: 944 shares; 2024Q4: 951 shares; 2025Q1: 886 shares; 2025Q2: 924 shares; 2025Q3: 914 shares; 2025Q4: 907 shares; 2026Q1: 1,014 shares 1,014 $274K 0.02% +107 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 766 shares; 2025Q1: 3,526 shares; 2025Q2: 4,622 shares; 2025Q3: 5,468 shares; 2025Q4: 5,196 shares; 2026Q1: 4,401 shares 4,401 $273K 0.02% -795 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 1,308 shares; 2025Q1: 1,336 shares; 2025Q2: 1,422 shares; 2025Q3: 1,366 shares; 2025Q4: 1,752 shares; 2026Q1: 1,954 shares 1,954 $272K 0.02% +202 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,963 shares; 2025Q1: 6,638 shares; 2025Q2: 6,065 shares; 2025Q3: 6,100 shares; 2025Q4: 6,058 shares; 2026Q1: 6,269 shares 6,269 $272K 0.02% +211 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: 1,952 shares; 2025Q1: 1,900 shares; 2025Q2: 1,871 shares; 2025Q3: 1,763 shares; 2025Q4: 1,939 shares; 2026Q1: 2,193 shares 2,193 $269K 0.02% +254 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 13,488 shares; 2025Q1: 2,896 shares; 2025Q2: 2,956 shares; 2025Q3: 4,804 shares; 2025Q4: 4,833 shares; 2026Q1: 8,379 shares 8,379 $263K 0.02% +3,546 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares 2,284 $262K 0.02% 0 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,582 shares 10,582 $261K 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 9,190 shares; 2025Q1: 7,755 shares; 2025Q2: 7,536 shares; 2025Q3: 3,425 shares; 2025Q4: 3,285 shares; 2026Q1: 2,946 shares 2,946 $259K 0.02% -339 Timeline FELG 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 2,871 shares; 2025Q4: 3,856 shares; 2026Q1: 6,768 shares 6,768 $254K 0.02% +2,912 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,195 shares; 2025Q4: 1,262 shares; 2026Q1: 1,211 shares 1,211 $252K 0.02% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,574 shares; 2025Q3: 10,814 shares; 2025Q4: 10,894 shares; 2026Q1: 10,930 shares 10,930 $251K 0.02% +36 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,054 shares; 2025Q2: 4,140 shares; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 5,395 shares 5,395 $251K 0.02% +1,336 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 161 shares; 2025Q2: 989 shares; 2025Q3: 972 shares; 2025Q4: 1,472 shares; 2026Q1: 1,656 shares 1,656 $249K 0.02% +184 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 113 shares; 2025Q1: 714 shares; 2025Q2: 754 shares; 2025Q3: 705 shares; 2025Q4: 1,322 shares; 2026Q1: 1,079 shares 1,079 $249K 0.02% -243 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,650 shares; 2025Q1: 3,381 shares; 2025Q2: 5,717 shares; 2025Q3: 6,276 shares; 2025Q4: 4,125 shares; 2026Q1: 4,228 shares 4,228 $247K 0.02% +103 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 11,900 shares; 2025Q1: 10,670 shares; 2025Q2: 10,670 shares; 2025Q3: 10,670 shares; 2025Q4: 10,670 shares; 2026Q1: 12,797 shares 12,797 $247K 0.02% +2,127 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 125 shares; 2025Q3: 1,245 shares; 2025Q4: 1,897 shares; 2026Q1: 3,165 shares 3,165 $245K 0.01% +1,268 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 1,292 shares; 2025Q3: 1,725 shares; 2025Q4: 5,019 shares; 2026Q1: 6,173 shares 6,173 $245K 0.01% +1,154 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,435 shares; 2025Q1: 2,489 shares; 2025Q2: 2,508 shares; 2025Q3: 2,512 shares; 2025Q4: 2,515 shares; 2026Q1: 2,590 shares 2,590 $243K 0.01% +75 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,370 shares; 2025Q2: 4,311 shares; 2025Q3: 4,946 shares; 2025Q4: 5,629 shares; 2026Q1: 5,055 shares 5,055 $242K 0.01% -574 Timeline VDE 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 1,398 shares 1,398 $242K 0.01% +1,201 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,886 shares 1,886 $242K 0.01% +715 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 5,253 shares; 2025Q4: 6,827 shares; 2026Q1: 8,987 shares 8,987 $241K 0.01% +2,160 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,144 shares; 2025Q1: 1,137 shares; 2025Q2: 1,127 shares; 2025Q3: 1,126 shares; 2025Q4: 926 shares; 2026Q1: 848 shares 848 $241K 0.01% -78 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,866 shares; 2025Q1: 1,656 shares; 2025Q2: 1,833 shares; 2025Q3: 12,989 shares; 2025Q4: 15,019 shares; 2026Q1: 3,918 shares 3,918 $240K 0.01% -11,101 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,459 shares; 2025Q1: 5,269 shares; 2025Q2: 6,100 shares; 2025Q3: 3,737 shares; 2025Q4: 2,667 shares; 2026Q1: 3,583 shares 3,583 $238K 0.01% +916 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,706 shares; 2025Q2: 1,648 shares; 2025Q3: 1,537 shares; 2025Q4: 1,666 shares; 2026Q1: 1,880 shares 1,880 $238K 0.01% +214 Timeline PMAY 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: 12,200 shares; 2024Q4: 10,100 shares; 2025Q1: 5,271 shares; 2025Q2: 5,250 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,930 shares 5,930 $237K 0.01% +750 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 788 shares; 2025Q2: 795 shares; 2025Q3: 767 shares; 2025Q4: 717 shares; 2026Q1: 705 shares 705 $235K 0.01% -12 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,720 shares; 2025Q2: 3,050 shares; 2025Q3: 2,100 shares; 2025Q4: 1,750 shares; 2026Q1: 2,259 shares 2,259 $234K 0.01% +509 Timeline CMF 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 2,100 shares; 2026Q1: 4,110 shares 4,110 $234K 0.01% +2,010 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $233K 0.01% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares; 2025Q4: 4,071 shares; 2026Q1: 8,962 shares 8,962 $231K 0.01% +4,891 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,418 shares; 2024Q4: 7,202 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 6,492 shares; 2026Q1: 6,516 shares 6,516 $231K 0.01% +24 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 8,413 shares; 2025Q3: 9,589 shares; 2025Q4: 10,165 shares; 2026Q1: 14,019 shares 14,019 $230K 0.01% +3,854 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: 2,386 shares; 2024Q4: 2,438 shares; 2025Q1: 2,322 shares; 2025Q2: 2,156 shares; 2025Q3: 2,138 shares; 2025Q4: 2,243 shares; 2026Q1: 2,378 shares 2,378 $229K 0.01% +135 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 3,920 shares; 2026Q1: 4,025 shares 4,025 $227K 0.01% +105 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 968 shares; 2025Q1: 963 shares; 2025Q2: 1,103 shares; 2025Q3: 1,064 shares; 2025Q4: 1,072 shares; 2026Q1: 1,091 shares 1,091 $225K 0.01% +19 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,573 shares; 2024Q4: 5,184 shares; 2025Q1: 4,441 shares; 2025Q2: 4,421 shares; 2025Q3: 4,057 shares; 2025Q4: 4,582 shares; 2026Q1: 4,487 shares 4,487 $224K 0.01% -95 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 485 shares; 2026Q1: 566 shares 566 $222K 0.01% +81 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,464 shares; 2025Q1: 3,448 shares; 2025Q2: 3,301 shares; 2025Q3: 2,429 shares; 2025Q4: 2,393 shares; 2026Q1: 2,352 shares 2,352 $222K 0.01% -41 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,428 shares; 2024Q4: 17,099 shares; 2025Q1: 16,555 shares; 2025Q2: 5,568 shares; 2025Q3: 6,949 shares; 2025Q4: 7,640 shares; 2026Q1: 1,668 shares 1,668 $218K 0.01% -5,972 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,012 shares; 2025Q2: 8,047 shares; 2025Q3: 7,611 shares; 2025Q4: 7,598 shares; 2026Q1: 8,049 shares 8,049 $218K 0.01% +451 Timeline SYSB 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: 875 shares; 2026Q1: 2,452 shares 2,452 $218K 0.01% +1,577 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 363 shares; 2025Q1: 1,694 shares; 2025Q2: 8,140 shares; 2025Q3: 13,121 shares; 2025Q4: 15,428 shares; 2026Q1: 14,164 shares 14,164 $217K 0.01% -1,264 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,395 shares; 2025Q1: 4,146 shares; 2025Q2: 3,343 shares; 2025Q3: 2,861 shares; 2025Q4: 3,046 shares; 2026Q1: 2,306 shares 2,306 $217K 0.01% -740 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,313 shares; 2025Q3: 6,412 shares; 2025Q4: 6,232 shares; 2026Q1: 5,725 shares 5,725 $214K 0.01% -507 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 8,953 shares; 2025Q1: 13,772 shares; 2025Q2: 13,869 shares; 2025Q3: 13,869 shares; 2025Q4: 13,833 shares; 2026Q1: 8,588 shares 8,588 $213K 0.01% -5,245 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: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,190 shares; 2025Q2: 2,022 shares; 2025Q3: 1,184 shares; 2025Q4: 1,180 shares; 2026Q1: 1,157 shares 1,157 $211K 0.01% -23 Timeline