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: 109,460 shares; 2024Q4: 106,722 shares; 2025Q1: 103,993 shares; 2025Q2: 103,233 shares; 2025Q3: 101,993 shares; 2025Q4: 100,513 shares; 2026Q1: 97,750 shares 97,750 $63.9M 6.33% -2,763 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304,715 shares; 2024Q4: 2,435,447 shares; 2025Q1: 2,435,447 shares; 2025Q2: 2,435,447 shares; 2025Q3: 2,435,447 shares; 2025Q4: 2,324,647 shares; 2026Q1: 1,334,775 shares 1,334,775 $59.9M 5.93% -989,872 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: 81,132 shares; 2024Q4: 81,964 shares; 2025Q1: 82,164 shares; 2025Q2: 83,312 shares; 2025Q3: 83,407 shares; 2025Q4: 83,555 shares; 2026Q1: 83,586 shares 83,586 $49.9M 4.95% +31 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: 56,100 shares; 2024Q4: 56,255 shares; 2025Q1: 54,985 shares; 2025Q2: 58,963 shares; 2025Q3: 58,791 shares; 2025Q4: 53,212 shares; 2026Q1: 48,683 shares 48,683 $31.7M 3.15% -4,529 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: 88,560 shares; 2024Q4: 88,566 shares; 2025Q1: 88,569 shares; 2025Q2: 88,293 shares; 2025Q3: 87,146 shares; 2025Q4: 87,617 shares; 2026Q1: 87,717 shares 87,717 $28.1M 2.79% +100 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: 334,926 shares; 2024Q4: 363,168 shares; 2025Q1: 336,733 shares; 2025Q2: 345,793 shares; 2025Q3: 352,057 shares; 2025Q4: 354,728 shares; 2026Q1: 367,043 shares 367,043 $25.6M 2.54% +12,315 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: 3,150 shares; 2024Q4: 3,533 shares; 2025Q1: 8,146 shares; 2025Q2: 13,646 shares; 2025Q3: 13,646 shares; 2025Q4: 16,288 shares; 2026Q1: 255,658 shares 255,658 $24.4M 2.42% +239,370 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: 39,070 shares; 2024Q4: 42,458 shares; 2025Q1: 42,446 shares; 2025Q2: 37,283 shares; 2025Q3: 37,195 shares; 2025Q4: 36,814 shares; 2026Q1: 37,122 shares 37,122 $21.4M 2.12% +308 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: 184,455 shares; 2024Q4: 186,517 shares; 2025Q1: 184,257 shares; 2025Q2: 181,902 shares; 2025Q3: 175,278 shares; 2025Q4: 172,334 shares; 2026Q1: 170,449 shares 170,449 $21.2M 2.1% -1,885 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,948 shares; 2024Q4: 138,547 shares; 2025Q1: 142,731 shares; 2025Q2: 160,740 shares; 2025Q3: 160,710 shares; 2025Q4: 160,710 shares; 2026Q1: 171,968 shares 171,968 $20.8M 2.06% +11,258 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: 270,770 shares; 2024Q4: 288,068 shares; 2025Q1: 289,121 shares; 2025Q2: 295,058 shares; 2025Q3: 299,199 shares; 2025Q4: 308,594 shares; 2026Q1: 305,853 shares 305,853 $20.7M 2.05% -2,741 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,500 shares; 2024Q4: 152,500 shares; 2025Q1: 152,500 shares; 2025Q2: 152,541 shares; 2025Q3: 152,500 shares; 2025Q4: 152,500 shares; 2026Q1: 127,363 shares 127,363 $20M 1.98% -25,137 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: 203,740 shares; 2024Q4: 203,691 shares; 2025Q1: 201,059 shares; 2025Q2: 201,256 shares; 2025Q3: 204,021 shares; 2025Q4: 207,869 shares; 2026Q1: 208,743 shares 208,743 $18.9M 1.87% +874 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: 80,358 shares; 2024Q4: 80,667 shares; 2025Q1: 79,048 shares; 2025Q2: 78,196 shares; 2025Q3: 78,630 shares; 2025Q4: 73,112 shares; 2026Q1: 73,863 shares 73,863 $18.7M 1.86% +751 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: 145,153 shares; 2024Q4: 142,774 shares; 2025Q1: 124,079 shares; 2025Q2: 148,874 shares; 2025Q3: 136,989 shares; 2025Q4: 205,156 shares; 2026Q1: 180,134 shares 180,134 $18.1M 1.8% -25,022 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948,388 shares; 2024Q4: 329,033 shares; 2025Q1: 555,043 shares; 2025Q2: 549,275 shares; 2025Q3: 451,094 shares; 2025Q4: 388,408 shares; 2026Q1: 401,456 shares 401,456 $17.5M 1.73% +13,048 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: 43,650 shares; 2024Q4: 43,731 shares; 2025Q1: 43,021 shares; 2025Q2: 42,327 shares; 2025Q3: 41,913 shares; 2025Q4: 41,073 shares; 2026Q1: 40,954 shares 40,954 $17.5M 1.73% -119 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,505 shares; 2024Q4: 304,018 shares; 2025Q1: 304,365 shares; 2025Q2: 304,657 shares; 2025Q3: 305,027 shares; 2025Q4: 369,205 shares; 2026Q1: 369,613 shares 369,613 $17.1M 1.7% +408 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: 155,162 shares; 2024Q4: 158,432 shares; 2025Q1: 159,784 shares; 2025Q2: 160,119 shares; 2025Q3: 163,671 shares; 2025Q4: 163,211 shares; 2026Q1: 162,440 shares 162,440 $16.6M 1.65% -771 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,304 shares; 2024Q4: 259,067 shares; 2025Q1: 455,291 shares; 2025Q2: 366,664 shares; 2025Q3: 310,923 shares; 2025Q4: 348,678 shares; 2026Q1: 243,870 shares 243,870 $12.5M 1.24% -104,808 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: 93,063 shares; 2024Q4: 105,638 shares; 2025Q1: 113,740 shares; 2025Q2: 113,907 shares; 2025Q3: 111,997 shares; 2025Q4: 201,260 shares; 2026Q1: 201,864 shares 201,864 $12.4M 1.23% +604 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: 72,421 shares; 2024Q4: 71,912 shares; 2025Q1: 73,640 shares; 2025Q2: 78,452 shares; 2025Q3: 79,345 shares; 2025Q4: 80,839 shares; 2026Q1: 80,547 shares 80,547 $11.9M 1.18% -292 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,433 shares; 2024Q4: 269,265 shares; 2025Q1: 183,312 shares; 2025Q2: 176,668 shares; 2025Q3: 169,967 shares; 2025Q4: 150,930 shares; 2026Q1: 253,950 shares 253,950 $11.9M 1.18% +103,020 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: 101,633 shares; 2024Q4: 101,313 shares; 2025Q1: 93,360 shares; 2025Q2: 91,007 shares; 2025Q3: 90,621 shares; 2025Q4: 83,924 shares; 2026Q1: 80,823 shares 80,823 $11.5M 1.14% -3,101 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,584 shares; 2024Q4: 541,504 shares; 2025Q1: 543,985 shares; 2025Q2: 521,598 shares; 2025Q3: 540,271 shares; 2025Q4: 523,639 shares; 2026Q1: 543,185 shares 543,185 $11.3M 1.12% +19,546 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: 31,692 shares; 2024Q4: 31,178 shares; 2025Q1: 96,321 shares; 2025Q2: 47,833 shares; 2025Q3: 112,137 shares; 2025Q4: 74,174 shares; 2026Q1: 116,101 shares 116,101 $10.6M 1.05% +41,927 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: 183,979 shares; 2024Q4: 185,429 shares; 2025Q1: 185,430 shares; 2025Q2: 185,432 shares; 2025Q3: 185,433 shares; 2025Q4: 185,379 shares; 2026Q1: 191,970 shares 191,970 $9.48M 0.94% +6,591 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,916 shares; 2025Q4: 202,951 shares; 2026Q1: 218,230 shares 218,230 $9.27M 0.92% +15,279 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,610 shares; 2024Q4: 82,123 shares; 2025Q1: 250,177 shares; 2025Q2: 182,560 shares; 2025Q3: 177,877 shares; 2025Q4: 196,589 shares; 2026Q1: 83,399 shares 83,399 $9.21M 0.91% -113,190 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,997 shares; 2024Q4: 77,959 shares; 2025Q1: 79,991 shares; 2025Q2: 93,287 shares; 2025Q3: 94,440 shares; 2025Q4: 95,433 shares; 2026Q1: 99,418 shares 99,418 $8.76M 0.87% +3,985 Timeline XBI 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: 97,218 shares; 2024Q4: 91,645 shares; 2025Q1: 84,115 shares; 2025Q2: 79,675 shares; 2025Q3: 70,030 shares; 2025Q4: 67,024 shares; 2026Q1: 64,244 shares 64,244 $8.21M 0.81% -2,780 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: 61,469 shares; 2024Q4: 61,470 shares; 2025Q1: 61,378 shares; 2025Q2: 61,386 shares; 2025Q3: 61,323 shares; 2025Q4: 61,332 shares; 2026Q1: 61,335 shares 61,335 $7.86M 0.78% +3 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: 113,183 shares; 2024Q4: 107,098 shares; 2025Q1: 105,372 shares; 2025Q2: 106,820 shares; 2025Q3: 106,391 shares; 2025Q4: 104,245 shares; 2026Q1: 105,685 shares 105,685 $6.77M 0.67% +1,440 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: 5,966 shares; 2024Q4: 6,184 shares; 2025Q1: 6,133 shares; 2025Q2: 8,989 shares; 2025Q3: 12,544 shares; 2025Q4: 15,719 shares; 2026Q1: 15,605 shares 15,605 $6.71M 0.67% -114 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473,811 shares 473,811 $6.61M 0.66% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,808 shares; 2024Q4: 128,468 shares; 2025Q1: 134,279 shares; 2025Q2: 139,789 shares; 2025Q3: 139,972 shares; 2025Q4: 138,334 shares; 2026Q1: 144,929 shares 144,929 $6.6M 0.65% +6,595 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: 122,414 shares; 2024Q4: 120,740 shares; 2025Q1: 118,781 shares; 2025Q2: 117,638 shares; 2025Q3: 117,638 shares; 2025Q4: 117,638 shares; 2026Q1: 117,638 shares 117,638 $6.42M 0.64% 0 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: 45,772 shares; 2024Q4: 45,919 shares; 2025Q1: 45,919 shares; 2025Q2: 46,790 shares; 2025Q3: 52,779 shares; 2025Q4: 53,549 shares; 2026Q1: 53,549 shares 53,549 $6.34M 0.63% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,916 shares; 2024Q4: 29,775 shares; 2025Q1: 33,158 shares; 2025Q2: 31,487 shares; 2025Q3: 30,044 shares; 2025Q4: 29,577 shares; 2026Q1: 27,883 shares 27,883 $5.96M 0.59% -1,694 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,771 shares; 2024Q4: 74,771 shares; 2025Q1: 104,643 shares; 2025Q2: 104,643 shares; 2025Q3: 104,643 shares; 2025Q4: 104,631 shares; 2026Q1: 104,631 shares 104,631 $5.89M 0.58% 0 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: 37,333 shares; 2024Q4: 38,346 shares; 2025Q1: 36,644 shares; 2025Q2: 35,877 shares; 2025Q3: 35,631 shares; 2025Q4: 35,324 shares; 2026Q1: 33,084 shares 33,084 $5.77M 0.57% -2,240 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,710 shares; 2024Q4: 62,045 shares; 2025Q1: 63,588 shares; 2025Q2: 47,463 shares; 2025Q3: 54,063 shares; 2025Q4: 60,131 shares; 2026Q1: 72,069 shares 72,069 $5.67M 0.56% +11,938 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: 15,849 shares; 2024Q4: 17,325 shares; 2025Q1: 24,738 shares; 2025Q2: 28,818 shares; 2025Q3: 29,589 shares; 2025Q4: 32,929 shares; 2026Q1: 34,880 shares 34,880 $5.64M 0.56% +1,951 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,362 shares; 2024Q4: 22,458 shares; 2025Q1: 22,691 shares; 2025Q2: 21,908 shares; 2025Q3: 23,440 shares; 2025Q4: 23,535 shares; 2026Q1: 22,353 shares 22,353 $5.54M 0.55% -1,182 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: 55,917 shares; 2024Q4: 57,332 shares; 2025Q1: 56,285 shares; 2025Q2: 58,085 shares; 2025Q3: 63,175 shares; 2025Q4: 62,851 shares; 2026Q1: 62,210 shares 62,210 $5.39M 0.53% -641 Timeline IGSB 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: 87,122 shares; 2024Q4: 85,191 shares; 2025Q1: 88,381 shares; 2025Q2: 92,222 shares; 2025Q3: 95,537 shares; 2025Q4: 94,239 shares; 2026Q1: 99,420 shares 99,420 $5.23M 0.52% +5,181 Timeline DVYE 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: 104,229 shares; 2024Q4: 117,971 shares; 2025Q1: 122,221 shares; 2025Q2: 131,280 shares; 2025Q3: 137,994 shares; 2025Q4: 139,341 shares; 2026Q1: 151,258 shares 151,258 $5.2M 0.52% +11,917 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,738 shares; 2024Q4: 53,738 shares; 2025Q1: 53,397 shares; 2025Q2: 53,397 shares; 2025Q3: 53,275 shares; 2025Q4: 52,963 shares; 2026Q1: 53,111 shares 53,111 $5.16M 0.51% +148 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: 42,800 shares; 2024Q4: 34,346 shares; 2025Q1: 32,402 shares; 2025Q2: 31,672 shares; 2025Q3: 30,545 shares; 2025Q4: 28,398 shares; 2026Q1: 28,392 shares 28,392 $4.79M 0.48% -6 Timeline GNR 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: 35,199 shares; 2024Q4: 41,984 shares; 2025Q1: 45,180 shares; 2025Q2: 46,808 shares; 2025Q3: 48,813 shares; 2025Q4: 55,341 shares; 2026Q1: 62,504 shares 62,504 $4.67M 0.46% +7,163 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: 14,980 shares; 2024Q4: 14,225 shares; 2025Q1: 13,575 shares; 2025Q2: 13,558 shares; 2025Q3: 13,092 shares; 2025Q4: 12,890 shares; 2026Q1: 12,584 shares 12,584 $4.66M 0.46% -306 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,741 shares; 2024Q4: 585,675 shares; 2025Q1: 866,347 shares; 2025Q2: 838,101 shares; 2025Q3: 621,432 shares; 2025Q4: 616,682 shares; 2026Q1: 727,002 shares 727,002 $4.6M 0.46% +110,320 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: 47,103 shares; 2024Q4: 47,698 shares; 2025Q1: 48,572 shares; 2025Q2: 48,586 shares; 2025Q3: 58,452 shares; 2025Q4: 59,465 shares; 2026Q1: 59,610 shares 59,610 $4.6M 0.46% +145 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,755 shares; 2026Q1: 82,289 shares 82,289 $4.59M 0.45% +2,534 Timeline IDV 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: 53,735 shares; 2024Q4: 55,031 shares; 2025Q1: 71,313 shares; 2025Q2: 80,298 shares; 2025Q3: 89,172 shares; 2025Q4: 93,114 shares; 2026Q1: 98,851 shares 98,851 $4.21M 0.42% +5,737 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,070 shares; 2024Q4: 101,591 shares; 2025Q1: 115,371 shares; 2025Q2: 115,371 shares; 2025Q3: 115,371 shares; 2025Q4: 142,395 shares; 2026Q1: 162,344 shares 162,344 $4.2M 0.42% +19,949 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: 21,151 shares; 2024Q4: 21,107 shares; 2025Q1: 20,635 shares; 2025Q2: 19,076 shares; 2025Q3: 20,068 shares; 2025Q4: 19,802 shares; 2026Q1: 20,087 shares 20,087 $4.18M 0.41% +285 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: 361,762 shares; 2024Q4: 368,041 shares; 2025Q1: 214,659 shares; 2025Q2: 316,889 shares; 2025Q3: 375,474 shares; 2025Q4: 199,993 shares; 2026Q1: 216,186 shares 216,186 $4.17M 0.41% +16,193 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly 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: 148,062 shares 148,062 $4.13M 0.41% new 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: 7,921 shares; 2024Q4: 8,162 shares; 2025Q1: 8,078 shares; 2025Q2: 7,923 shares; 2025Q3: 8,851 shares; 2025Q4: 8,524 shares; 2026Q1: 8,567 shares 8,567 $4.11M 0.41% +43 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,022 shares; 2024Q4: 39,442 shares; 2025Q1: 36,922 shares; 2025Q2: 36,906 shares; 2025Q3: 36,906 shares; 2025Q4: 33,158 shares; 2026Q1: 33,908 shares 33,908 $4.09M 0.41% +750 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,777 shares; 2025Q3: 38,681 shares; 2025Q4: 63,704 shares; 2026Q1: 74,567 shares 74,567 $4.07M 0.4% +10,863 Timeline IWO 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: 16,290 shares; 2024Q4: 15,329 shares; 2025Q1: 14,429 shares; 2025Q2: 14,550 shares; 2025Q3: 14,302 shares; 2025Q4: 13,422 shares; 2026Q1: 12,952 shares 12,952 $4.06M 0.4% -470 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: 33,409 shares; 2024Q4: 46,454 shares; 2025Q1: 52,912 shares; 2025Q2: 93,044 shares; 2025Q3: 53,103 shares; 2025Q4: 52,184 shares; 2026Q1: 48,806 shares 48,806 $4.03M 0.4% -3,378 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: 5,390 shares; 2025Q4: 13,480 shares; 2026Q1: 18,516 shares 18,516 $3.76M 0.37% +5,036 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,825 shares; 2024Q4: 131,108 shares; 2025Q1: 45,118 shares; 2025Q2: 61,161 shares; 2025Q3: 5,614 shares; 2025Q4: 14,798 shares; 2026Q1: 66,029 shares 66,029 $3.74M 0.37% +51,231 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,923 shares; 2025Q3: 19,052 shares; 2025Q4: 24,753 shares; 2026Q1: 34,458 shares 34,458 $3.73M 0.37% +9,705 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,964 shares 24,964 $3.42M 0.34% new 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: 9,013 shares; 2024Q4: 9,213 shares; 2025Q1: 9,058 shares; 2025Q2: 8,874 shares; 2025Q3: 8,778 shares; 2025Q4: 8,844 shares; 2026Q1: 8,877 shares 8,877 $3.3M 0.33% +33 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: 24,519 shares; 2024Q4: 24,524 shares; 2025Q1: 22,368 shares; 2025Q2: 21,614 shares; 2025Q3: 19,712 shares; 2025Q4: 18,489 shares; 2026Q1: 15,952 shares 15,952 $3.06M 0.3% -2,537 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,037 shares; 2024Q4: 15,224 shares; 2025Q1: 15,676 shares; 2025Q2: 19,504 shares; 2025Q3: 19,813 shares; 2025Q4: 20,263 shares; 2026Q1: 19,892 shares 19,892 $3.01M 0.3% -371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares; 2026Q1: 11,233 shares 11,233 $2.78M 0.27% +8,876 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,473 shares; 2026Q1: 20,399 shares 20,399 $2.68M 0.27% +15,926 Timeline SIL 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: 12,514 shares; 2025Q4: 47,940 shares; 2026Q1: 29,516 shares 29,516 $2.66M 0.26% -18,424 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,920 shares; 2025Q1: 3,008 shares; 2025Q2: 4,558 shares; 2025Q3: 4,558 shares; 2025Q4: 4,683 shares; 2026Q1: 13,268 shares 13,268 $2.55M 0.25% +8,585 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,301 shares; 2024Q4: 135,664 shares; 2025Q1: 40,467 shares; 2025Q2: 55,052 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,439 shares 44,439 $2.47M 0.24% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: not reported; 2025Q1: 6,279 shares; 2025Q2: 17,564 shares; 2025Q3: 31,037 shares; 2025Q4: 49,623 shares; 2026Q1: 25,711 shares 25,711 $2.36M 0.23% -23,912 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,823 shares; 2024Q4: 18,828 shares; 2025Q1: 19,456 shares; 2025Q2: 20,451 shares; 2025Q3: 20,424 shares; 2025Q4: 21,781 shares; 2026Q1: 24,246 shares 24,246 $2.36M 0.23% +2,465 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: 152,988 shares; 2024Q4: 155,221 shares; 2025Q1: 153,195 shares; 2025Q2: 161,383 shares; 2025Q3: 171,894 shares; 2025Q4: 69,662 shares; 2026Q1: 61,793 shares 61,793 $2.34M 0.23% -7,869 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: 7,463 shares; 2024Q4: 7,276 shares; 2025Q1: 7,226 shares; 2025Q2: 7,198 shares; 2025Q3: 7,198 shares; 2025Q4: 7,198 shares; 2026Q1: 7,198 shares 7,198 $2.31M 0.23% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 5,821 shares; 2025Q3: 3,032 shares; 2025Q4: 5,727 shares; 2026Q1: 23,866 shares 23,866 $2.26M 0.22% +18,139 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,263 shares; 2024Q4: 324,220 shares; 2025Q1: 325,479 shares; 2025Q2: 325,479 shares; 2025Q3: 192,146 shares; 2025Q4: 195,819 shares; 2026Q1: 195,819 shares 195,819 $2.23M 0.22% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,501 shares; 2024Q4: 42,173 shares; 2025Q1: 35,197 shares; 2025Q2: 33,859 shares; 2025Q3: 33,909 shares; 2025Q4: 33,599 shares; 2026Q1: 31,795 shares 31,795 $2.15M 0.21% -1,804 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,403 shares; 2024Q4: 63,601 shares; 2025Q1: 88,143 shares; 2025Q2: 88,095 shares; 2025Q3: 104,304 shares; 2025Q4: 35,765 shares; 2026Q1: 37,197 shares 37,197 $2.12M 0.21% +1,432 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: 36,794 shares; 2024Q4: 36,795 shares; 2025Q1: 36,615 shares; 2025Q2: 37,099 shares; 2025Q3: 36,057 shares; 2025Q4: 34,668 shares; 2026Q1: 34,669 shares 34,669 $2.05M 0.2% +1 Timeline DTH 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: 33,802 shares; 2024Q4: 33,802 shares; 2025Q1: 33,802 shares; 2025Q2: 36,426 shares; 2025Q3: 36,426 shares; 2025Q4: 36,426 shares; 2026Q1: 37,800 shares 37,800 $2.04M 0.2% +1,374 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: 8,787 shares; 2024Q4: 10,578 shares; 2025Q1: 10,819 shares; 2025Q2: 9,468 shares; 2025Q3: 9,275 shares; 2025Q4: 7,569 shares; 2026Q1: 6,939 shares 6,939 $2.04M 0.2% -630 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: 38,074 shares; 2024Q4: 36,542 shares; 2025Q1: 36,298 shares; 2025Q2: 37,688 shares; 2025Q3: 37,510 shares; 2025Q4: 37,571 shares; 2026Q1: 37,571 shares 37,571 $2.03M 0.2% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,793 shares; 2024Q4: 122,869 shares; 2025Q1: 199,454 shares; 2025Q2: 260,081 shares; 2025Q3: 288,866 shares; 2025Q4: 96,890 shares; 2026Q1: 71,682 shares 71,682 $1.98M 0.2% -25,208 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,874 shares; 2024Q4: 36,874 shares; 2025Q1: 54,618 shares; 2025Q2: 53,418 shares; 2025Q3: 59,115 shares; 2025Q4: 60,239 shares; 2026Q1: 65,682 shares 65,682 $1.93M 0.19% +5,443 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: 12,711 shares; 2024Q4: 12,799 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 8,680 shares; 2025Q4: 8,717 shares; 2026Q1: 8,718 shares 8,718 $1.87M 0.19% +1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 8,751 shares; 2025Q1: 8,233 shares; 2025Q2: 8,829 shares; 2025Q3: 8,582 shares; 2025Q4: 7,996 shares; 2026Q1: 7,794 shares 7,794 $1.85M 0.18% -202 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: 13,399 shares; 2024Q4: 15,634 shares; 2025Q1: 15,203 shares; 2025Q2: 11,745 shares; 2025Q3: 11,855 shares; 2025Q4: 11,542 shares; 2026Q1: 10,881 shares 10,881 $1.85M 0.18% -661 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: 14,606 shares; 2024Q4: 13,937 shares; 2025Q1: 13,504 shares; 2025Q2: 13,337 shares; 2025Q3: 13,307 shares; 2025Q4: 12,612 shares; 2026Q1: 12,613 shares 12,613 $1.82M 0.18% +1 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,420 shares; 2024Q4: 99,084 shares; 2025Q1: 99,722 shares; 2025Q2: 100,428 shares; 2025Q3: 101,140 shares; 2025Q4: 101,750 shares; 2026Q1: 102,275 shares 102,275 $1.81M 0.18% +525 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,533 shares 39,533 $1.79M 0.18% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,559 shares; 2024Q4: 32,485 shares; 2025Q1: 32,566 shares; 2025Q2: 34,247 shares; 2025Q3: 33,554 shares; 2025Q4: 32,958 shares; 2026Q1: 28,071 shares 28,071 $1.76M 0.17% -4,887 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,886 shares; 2024Q4: not reported; 2025Q1: 25,805 shares; 2025Q2: 43,419 shares; 2025Q3: 4,040 shares; 2025Q4: not reported; 2026Q1: 26,869 shares 26,869 $1.75M 0.17% new 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: 39,169 shares; 2024Q4: 39,175 shares; 2025Q1: 39,178 shares; 2025Q2: 38,017 shares; 2025Q3: 38,021 shares; 2025Q4: 35,732 shares; 2026Q1: 36,064 shares 36,064 $1.74M 0.17% +332 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: 12,843 shares; 2024Q4: 13,054 shares; 2025Q1: 13,054 shares; 2025Q2: 13,255 shares; 2025Q3: 13,255 shares; 2025Q4: 13,255 shares; 2026Q1: 16,054 shares 16,054 $1.71M 0.17% +2,799 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: 4,177 shares; 2024Q4: 5,684 shares; 2025Q1: 5,659 shares; 2025Q2: 5,820 shares; 2025Q3: 7,910 shares; 2025Q4: 6,827 shares; 2026Q1: 5,811 shares 5,811 $1.67M 0.17% -1,016 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,837 shares; 2024Q4: 30,479 shares; 2025Q1: 32,749 shares; 2025Q2: 33,494 shares; 2025Q3: 34,339 shares; 2025Q4: 64,280 shares; 2026Q1: 65,221 shares 65,221 $1.65M 0.16% +941 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,840 shares; 2025Q1: 5,617 shares; 2025Q2: 5,626 shares; 2025Q3: 5,327 shares; 2025Q4: 5,627 shares; 2026Q1: 8,103 shares 8,103 $1.65M 0.16% +2,476 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: 4,335 shares; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,335 shares; 2026Q1: 4,394 shares 4,394 $1.61M 0.16% +59 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly 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: 35,750 shares 35,750 $1.61M 0.16% new 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: 3,766 shares; 2024Q4: 4,162 shares; 2025Q1: 4,587 shares; 2025Q2: 5,282 shares; 2025Q3: 5,193 shares; 2025Q4: 4,348 shares; 2026Q1: 5,594 shares 5,594 $1.6M 0.16% +1,246 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 11,976 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 11,694 shares; 2025Q4: 11,806 shares; 2026Q1: 11,806 shares 11,806 $1.56M 0.15% 0 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: 17,814 shares; 2024Q4: 17,344 shares; 2025Q1: 17,955 shares; 2025Q2: 18,629 shares; 2025Q3: 18,629 shares; 2025Q4: 18,629 shares; 2026Q1: 18,629 shares 18,629 $1.53M 0.15% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,087 shares; 2025Q4: 62,723 shares; 2026Q1: 21,877 shares 21,877 $1.49M 0.15% -40,846 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,340 shares; 2024Q4: 14,340 shares; 2025Q1: 14,340 shares; 2025Q2: 14,340 shares; 2025Q3: 14,340 shares; 2025Q4: 12,140 shares; 2026Q1: 12,140 shares 12,140 $1.44M 0.14% 0 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 29,789 shares; 2025Q1: 70,617 shares; 2025Q2: 123,718 shares; 2025Q3: 132,871 shares; 2025Q4: 149,471 shares; 2026Q1: 38,484 shares 38,484 $1.43M 0.14% -110,987 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 9,084 shares; 2025Q1: 10,936 shares; 2025Q2: 24,268 shares; 2025Q3: 25,703 shares; 2025Q4: 27,517 shares; 2026Q1: 28,447 shares 28,447 $1.41M 0.14% +930 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 2,312 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 3,198 shares 3,198 $1.4M 0.14% +1,068 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,614 shares; 2024Q4: 13,764 shares; 2025Q1: 12,804 shares; 2025Q2: 13,088 shares; 2025Q3: 13,088 shares; 2025Q4: 13,263 shares; 2026Q1: 12,304 shares 12,304 $1.38M 0.14% -959 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: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,705 shares; 2025Q3: 3,710 shares; 2025Q4: 4,110 shares; 2026Q1: 4,022 shares 4,022 $1.36M 0.13% -88 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 8,028 shares; 2025Q1: 8,028 shares; 2025Q2: 8,028 shares; 2025Q3: 8,028 shares; 2025Q4: 9,625 shares; 2026Q1: 9,625 shares 9,625 $1.35M 0.13% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,904 shares; 2025Q3: 6,208 shares; 2025Q4: 6,040 shares; 2026Q1: 6,166 shares 6,166 $1.35M 0.13% +126 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 3,135 shares; 2025Q1: 5,216 shares; 2025Q2: 6,149 shares; 2025Q3: 6,149 shares; 2025Q4: 6,152 shares; 2026Q1: 6,853 shares 6,853 $1.34M 0.13% +701 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,189 shares; 2024Q4: 12,189 shares; 2025Q1: 12,189 shares; 2025Q2: 11,679 shares; 2025Q3: 11,654 shares; 2025Q4: 11,454 shares; 2026Q1: 11,319 shares 11,319 $1.3M 0.13% -135 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 6,520 shares; 2025Q1: 6,367 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 6,255 shares; 2026Q1: 6,140 shares 6,140 $1.3M 0.13% -115 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,362 shares; 2024Q4: 25,362 shares; 2025Q1: 22,373 shares; 2025Q2: 21,073 shares; 2025Q3: 21,073 shares; 2025Q4: 21,073 shares; 2026Q1: 16,907 shares 16,907 $1.28M 0.13% -4,166 Timeline IWV 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: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 4,023 shares; 2025Q2: 4,023 shares; 2025Q3: 3,968 shares; 2025Q4: 3,433 shares; 2026Q1: 3,433 shares 3,433 $1.27M 0.13% 0 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,660 shares; 2025Q1: 3,457 shares; 2025Q2: 4,043 shares; 2025Q3: 5,635 shares; 2025Q4: 9,043 shares; 2026Q1: 12,208 shares 12,208 $1.24M 0.12% +3,165 Timeline IHAK 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: 32,137 shares; 2024Q4: 32,138 shares; 2025Q1: 32,138 shares; 2025Q2: 32,138 shares; 2025Q3: 33,311 shares; 2025Q4: 34,290 shares; 2026Q1: 28,336 shares 28,336 $1.24M 0.12% -5,954 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares; 2025Q2: 17,355 shares; 2025Q3: 17,355 shares; 2025Q4: 29,112 shares; 2026Q1: 29,344 shares 29,344 $1.14M 0.11% +232 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,610 shares; 2025Q1: 6,510 shares; 2025Q2: 5,698 shares; 2025Q3: 5,698 shares; 2025Q4: 5,835 shares; 2026Q1: 5,835 shares 5,835 $1.11M 0.11% 0 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: 896 shares; 2024Q4: 972 shares; 2025Q1: 902 shares; 2025Q2: 836 shares; 2025Q3: 686 shares; 2025Q4: 932 shares; 2026Q1: 1,104 shares 1,104 $1.1M 0.11% +172 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 39,206 shares; 2025Q1: 25,448 shares; 2025Q2: 25,487 shares; 2025Q3: 25,487 shares; 2025Q4: 25,605 shares; 2026Q1: 19,312 shares 19,312 $1.1M 0.11% -6,293 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: 4,994 shares; 2024Q4: 7,690 shares; 2025Q1: 7,137 shares; 2025Q2: 5,470 shares; 2025Q3: 4,889 shares; 2025Q4: 4,873 shares; 2026Q1: 4,873 shares 4,873 $1.06M 0.11% 0 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: 9,090 shares; 2024Q4: 9,291 shares; 2025Q1: 9,291 shares; 2025Q2: 9,291 shares; 2025Q3: 9,291 shares; 2025Q4: 9,251 shares; 2026Q1: 9,251 shares 9,251 $1.05M 0.1% 0 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: 7,056 shares; 2024Q4: 7,056 shares; 2025Q1: 7,056 shares; 2025Q2: 7,056 shares; 2025Q3: 7,056 shares; 2025Q4: 7,056 shares; 2026Q1: 7,056 shares 7,056 $1.02M 0.1% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,127 shares 13,127 $1M 0.1% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,940 shares 52,940 $996K 0.1% new 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: 8,315 shares; 2024Q4: 8,823 shares; 2025Q1: 8,266 shares; 2025Q2: 8,301 shares; 2025Q3: 9,456 shares; 2025Q4: 8,180 shares; 2026Q1: 8,184 shares 8,184 $991K 0.1% +4 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,344 shares; 2026Q1: 12,012 shares 12,012 $962K 0.1% -1,332 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,095 shares; 2026Q1: 15,848 shares 15,848 $932K 0.09% +9,753 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,944 shares; 2024Q4: 160,144 shares; 2025Q1: 200,365 shares; 2025Q2: 220,540 shares; 2025Q3: 138,660 shares; 2025Q4: 109,604 shares; 2026Q1: 41,453 shares 41,453 $926K 0.09% -68,151 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,914 shares; 2024Q4: 30,509 shares; 2025Q1: 34,539 shares; 2025Q2: 36,595 shares; 2025Q3: 36,538 shares; 2025Q4: 38,989 shares; 2026Q1: 34,508 shares 34,508 $912K 0.09% -4,481 Timeline XT 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: 32,084 shares; 2024Q4: 18,759 shares; 2025Q1: 18,643 shares; 2025Q2: 17,435 shares; 2025Q3: 17,407 shares; 2025Q4: 16,266 shares; 2026Q1: 13,285 shares 13,285 $905K 0.09% -2,981 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: 14,130 shares; 2024Q4: 14,130 shares; 2025Q1: 12,035 shares; 2025Q2: 12,035 shares; 2025Q3: 12,035 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares 12,035 $905K 0.09% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,128 shares; 2025Q1: 5,130 shares; 2025Q2: 5,131 shares; 2025Q3: 5,132 shares; 2025Q4: 5,133 shares; 2026Q1: 5,274 shares 5,274 $880K 0.09% +141 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,385 shares 28,385 $866K 0.09% new Timeline IWS 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: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 5,814 shares; 2025Q3: 5,814 shares; 2025Q4: 5,814 shares; 2026Q1: 5,814 shares 5,814 $847K 0.08% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,264 shares; 2024Q4: 33,264 shares; 2025Q1: 33,264 shares; 2025Q2: 33,264 shares; 2025Q3: 33,264 shares; 2025Q4: 33,264 shares; 2026Q1: 33,264 shares 33,264 $841K 0.08% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 3,728 shares; 2025Q1: 3,970 shares; 2025Q2: 3,459 shares; 2025Q3: 3,423 shares; 2025Q4: 3,405 shares; 2026Q1: 3,415 shares 3,415 $835K 0.08% +10 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,639 shares; 2024Q4: 12,639 shares; 2025Q1: 11,252 shares; 2025Q2: 11,252 shares; 2025Q3: 11,252 shares; 2025Q4: 11,252 shares; 2026Q1: 10,787 shares 10,787 $810K 0.08% -465 Timeline IJK 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: 8,309 shares; 2024Q4: 8,309 shares; 2025Q1: 8,254 shares; 2025Q2: 7,916 shares; 2025Q3: 7,916 shares; 2025Q4: 7,866 shares; 2026Q1: 7,866 shares 7,866 $791K 0.08% 0 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: 14,337 shares; 2024Q4: 14,337 shares; 2025Q1: 14,337 shares; 2025Q2: 14,337 shares; 2025Q3: 14,337 shares; 2025Q4: 14,337 shares; 2026Q1: 14,337 shares 14,337 $786K 0.08% 0 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $784K 0.08% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,120 shares; 2025Q1: 6,179 shares; 2025Q2: 6,179 shares; 2025Q3: 6,179 shares; 2025Q4: 6,179 shares; 2026Q1: 6,179 shares 6,179 $773K 0.08% 0 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: 1,199 shares; 2024Q4: 1,210 shares; 2025Q1: 1,909 shares; 2025Q2: 1,445 shares; 2025Q3: 1,472 shares; 2025Q4: 1,104 shares; 2026Q1: 1,303 shares 1,303 $745K 0.07% +199 Timeline RNMN ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,131 shares; 2025Q3: 29,131 shares; 2025Q4: 29,131 shares; 2026Q1: 29,131 shares 29,131 $743K 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 3,767 shares; 2025Q1: 3,492 shares; 2025Q2: 2,992 shares; 2025Q3: 4,158 shares; 2025Q4: 3,850 shares; 2026Q1: 3,588 shares 3,588 $742K 0.07% -262 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: 6,343 shares; 2024Q4: 25,395 shares; 2025Q1: 24,948 shares; 2025Q2: 24,969 shares; 2025Q3: 24,991 shares; 2025Q4: 25,277 shares; 2026Q1: 25,306 shares 25,306 $737K 0.07% +29 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.07% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 34,200 shares; 2025Q1: 55,200 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $716K 0.07% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,606 shares 30,606 $706K 0.07% new Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,745 shares; 2025Q4: 10,020 shares; 2026Q1: 14,055 shares 14,055 $704K 0.07% +4,035 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: 2,814 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares; 2026Q1: 2,814 shares 2,814 $682K 0.07% 0 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 10,020 shares; 2025Q1: 10,020 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares; 2025Q4: 7,843 shares; 2026Q1: 7,858 shares 7,858 $680K 0.07% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,978 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 2,352 shares 2,352 $616K 0.06% +820 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 18,968 shares; 2025Q1: 18,968 shares; 2025Q2: 18,968 shares; 2025Q3: 18,968 shares; 2025Q4: 18,968 shares; 2026Q1: 18,968 shares 18,968 $615K 0.06% 0 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: 7,668 shares; 2024Q4: 7,487 shares; 2025Q1: 6,918 shares; 2025Q2: 6,918 shares; 2025Q3: 6,918 shares; 2025Q4: 6,700 shares; 2026Q1: 6,208 shares 6,208 $611K 0.06% -492 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,440 shares; 2025Q1: 1,856 shares; 2025Q2: 2,328 shares; 2025Q3: 2,435 shares; 2025Q4: 2,212 shares; 2026Q1: 1,700 shares 1,700 $608K 0.06% -512 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 971 shares; 2025Q2: 974 shares; 2025Q3: 1,128 shares; 2025Q4: 882 shares; 2026Q1: 684 shares 684 $598K 0.06% -198 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,371 shares; 2024Q4: 16,371 shares; 2025Q1: 16,371 shares; 2025Q2: 16,371 shares; 2025Q3: 16,371 shares; 2025Q4: 16,371 shares; 2026Q1: 16,371 shares 16,371 $586K 0.06% 0 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: 409 shares; 2024Q4: 502 shares; 2025Q1: 653 shares; 2025Q2: 901 shares; 2025Q3: 908 shares; 2025Q4: 974 shares; 2026Q1: 680 shares 680 $575K 0.06% -294 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 5,880 shares 5,880 $572K 0.06% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,298 shares; 2025Q4: not reported; 2026Q1: 8,378 shares 8,378 $556K 0.06% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,990 shares; 2026Q1: 8,896 shares 8,896 $546K 0.05% +2,906 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: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 5,262 shares; 2026Q1: 7,312 shares 7,312 $544K 0.05% +2,050 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,387 shares; 2025Q4: 1,450 shares; 2026Q1: 1,522 shares 1,522 $543K 0.05% +72 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,400 shares; 2026Q1: 28,350 shares 28,350 $532K 0.05% -7,050 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,490 shares; 2024Q4: 60,490 shares; 2025Q1: 60,490 shares; 2025Q2: 60,490 shares; 2025Q3: 60,490 shares; 2025Q4: 80,490 shares; 2026Q1: 80,490 shares 80,490 $532K 0.05% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 5,303 shares; 2025Q1: 5,986 shares; 2025Q2: 6,518 shares; 2025Q3: 6,518 shares; 2025Q4: 6,518 shares; 2026Q1: 6,418 shares 6,418 $529K 0.05% -100 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 4,949 shares; 2025Q1: 4,829 shares; 2025Q2: 3,839 shares; 2025Q3: 3,839 shares; 2025Q4: 3,839 shares; 2026Q1: 3,839 shares 3,839 $520K 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $518K 0.05% 0 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: 7,320 shares; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,169 shares; 2025Q3: 5,920 shares; 2025Q4: 5,420 shares; 2026Q1: 5,450 shares 5,450 $512K 0.05% +30 Timeline JNK 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: 3,178 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 5,308 shares; 2025Q3: 5,308 shares; 2025Q4: 5,308 shares; 2026Q1: 5,308 shares 5,308 $508K 0.05% 0 Timeline FDVV 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: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 7,367 shares; 2025Q2: 7,367 shares; 2025Q3: 7,367 shares; 2025Q4: 7,367 shares; 2026Q1: 9,179 shares 9,179 $507K 0.05% +1,812 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,550 shares 19,550 $497K 0.05% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,574 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares 4,574 $485K 0.05% 0 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: 6,823 shares; 2024Q4: 6,677 shares; 2025Q1: 6,677 shares; 2025Q2: 6,677 shares; 2025Q3: 6,957 shares; 2025Q4: 7,057 shares; 2026Q1: 7,057 shares 7,057 $483K 0.05% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,864 shares; 2025Q1: 5,864 shares; 2025Q2: 5,864 shares; 2025Q3: 5,864 shares; 2025Q4: 5,636 shares; 2026Q1: 5,636 shares 5,636 $480K 0.05% 0 Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,930 shares; 2024Q4: 63,930 shares; 2025Q1: 63,930 shares; 2025Q2: 103,101 shares; 2025Q3: 103,101 shares; 2025Q4: 103,101 shares; 2026Q1: 103,101 shares 103,101 $476K 0.05% 0 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: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares 2,308 $475K 0.05% 0 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: 7,181 shares; 2024Q4: 8,316 shares; 2025Q1: 8,222 shares; 2025Q2: 7,015 shares; 2025Q3: 6,216 shares; 2025Q4: 6,233 shares; 2026Q1: 6,164 shares 6,164 $472K 0.05% -69 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: 943 shares; 2024Q4: 928 shares; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 1,857 shares; 2026Q1: 3,367 shares 3,367 $448K 0.04% +1,510 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 1,109 shares; 2025Q4: 1,310 shares; 2026Q1: 1,761 shares 1,761 $447K 0.04% +451 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: 3,540 shares; 2024Q4: 2,567 shares; 2025Q1: 2,568 shares; 2025Q2: 3,515 shares; 2025Q3: 4,876 shares; 2025Q4: 3,516 shares; 2026Q1: 3,517 shares 3,517 $438K 0.04% +1 Timeline KRE 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: 7,435 shares; 2024Q4: 6,659 shares; 2025Q1: 6,659 shares; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,659 shares; 2026Q1: 6,659 shares 6,659 $434K 0.04% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 12,031 shares; 2025Q1: 12,122 shares; 2025Q2: 12,216 shares; 2025Q3: 12,308 shares; 2025Q4: 12,389 shares; 2026Q1: 12,486 shares 12,486 $430K 0.04% +97 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,380 shares; 2025Q4: 4,845 shares; 2026Q1: 4,876 shares 4,876 $429K 0.04% +31 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares 2,272 $412K 0.04% 0 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: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,277 shares; 2025Q2: 1,961 shares; 2025Q3: 3,047 shares; 2025Q4: 3,386 shares; 2026Q1: 2,037 shares 2,037 $405K 0.04% -1,349 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: 4,632 shares; 2024Q4: 6,518 shares; 2025Q1: 6,819 shares; 2025Q2: 4,575 shares; 2025Q3: 4,552 shares; 2025Q4: 4,553 shares; 2026Q1: 3,853 shares 3,853 $396K 0.04% -700 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: 1,170 shares; 2024Q4: 1,175 shares; 2025Q1: 1,180 shares; 2025Q2: 1,193 shares; 2025Q3: 1,200 shares; 2025Q4: 1,784 shares; 2026Q1: 1,194 shares 1,194 $393K 0.04% -590 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: 2,134 shares; 2024Q4: 1,956 shares; 2025Q1: 2,723 shares; 2025Q2: 1,322 shares; 2025Q3: 1,579 shares; 2025Q4: 1,510 shares; 2026Q1: 1,147 shares 1,147 $388K 0.04% -363 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,669 shares; 2026Q1: 2,669 shares 2,669 $386K 0.04% 0 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: 1,406 shares; 2024Q4: 1,437 shares; 2025Q1: 1,347 shares; 2025Q2: 1,384 shares; 2025Q3: 1,360 shares; 2025Q4: 1,299 shares; 2026Q1: 1,268 shares 1,268 $383K 0.04% -31 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 10,781 shares; 2025Q1: 10,936 shares; 2025Q2: 11,021 shares; 2025Q3: 15,816 shares; 2025Q4: 12,479 shares; 2026Q1: 12,385 shares 12,385 $380K 0.04% -94 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,309 shares; 2026Q1: 3,109 shares 3,109 $377K 0.04% -200 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: 3,668 shares; 2024Q4: 4,443 shares; 2025Q1: 1,216 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $377K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 5,961 shares; 2025Q1: 6,276 shares; 2025Q2: 6,306 shares; 2025Q3: 6,471 shares; 2025Q4: 5,206 shares; 2026Q1: 5,206 shares 5,206 $374K 0.04% 0 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: 37,517 shares; 2024Q4: 45,983 shares; 2025Q1: 24,591 shares; 2025Q2: 65,426 shares; 2025Q3: 56,135 shares; 2025Q4: 7,420 shares; 2026Q1: 7,422 shares 7,422 $373K 0.04% +2 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: 1,186 shares; 2024Q4: 1,251 shares; 2025Q1: 1,281 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,264 shares; 2026Q1: 1,352 shares 1,352 $366K 0.04% +88 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: 9,127 shares; 2024Q4: 9,127 shares; 2025Q1: 9,127 shares; 2025Q2: 9,127 shares; 2025Q3: 9,127 shares; 2025Q4: 9,127 shares; 2026Q1: 9,127 shares 9,127 $360K 0.04% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,826 shares; 2026Q1: 1,436 shares 1,436 $360K 0.04% -1,390 Timeline AAXJ 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: 3,611 shares; 2024Q4: 3,665 shares; 2025Q1: 3,665 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,736 shares; 2026Q1: 3,736 shares 3,736 $360K 0.04% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,485 shares 14,485 $356K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 455 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 370 shares 370 $356K 0.04% -105 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,593 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares 2,445 $355K 0.04% 0 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,384 shares 14,384 $355K 0.04% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $355K 0.04% 0 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,128 shares; 2025Q4: 7,355 shares; 2026Q1: 7,355 shares 7,355 $354K 0.04% 0 Timeline SCZ 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: 4,267 shares; 2024Q4: 4,353 shares; 2025Q1: 4,353 shares; 2025Q2: 4,419 shares; 2025Q3: 4,578 shares; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares 4,505 $353K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 2,162 shares; 2025Q4: 2,162 shares; 2026Q1: 2,174 shares 2,174 $347K 0.03% +12 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,702 shares; 2025Q3: 3,590 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares 3,590 $345K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,972 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $344K 0.03% 0 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: 3,166 shares; 2024Q4: 3,402 shares; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,152 shares; 2025Q4: 6,304 shares; 2026Q1: 6,807 shares 6,807 $340K 0.03% +503 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: 1,180 shares; 2024Q4: 880 shares; 2025Q1: 1,095 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109 $335K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares 1,976 $334K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,360 shares; 2025Q3: 6,765 shares; 2025Q4: 6,765 shares; 2026Q1: 6,765 shares 6,765 $331K 0.03% 0 Timeline IUSG 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: 3,257 shares; 2024Q4: 3,257 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,113 shares 2,113 $328K 0.03% -331 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares 1,655 $327K 0.03% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,022 shares; 2024Q4: 15,022 shares; 2025Q1: 15,022 shares; 2025Q2: 15,022 shares; 2025Q3: 15,022 shares; 2025Q4: 15,022 shares; 2026Q1: 15,022 shares 15,022 $325K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,349 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: not reported; 2025Q4: 4,830 shares; 2026Q1: 5,330 shares 5,330 $323K 0.03% +500 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly 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: 72,629 shares 72,629 $322K 0.03% new Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares 3,925 $320K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,540 shares; 2026Q1: 5,541 shares 5,541 $319K 0.03% +1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,309 shares; 2025Q2: not reported; 2025Q3: 6,144 shares; 2025Q4: 6,644 shares; 2026Q1: 6,644 shares 6,644 $312K 0.03% 0 Timeline PSFE PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 32,701 shares; 2025Q1: 32,701 shares; 2025Q2: 45,113 shares; 2025Q3: 45,113 shares; 2025Q4: 45,113 shares; 2026Q1: 45,113 shares 45,113 $307K 0.03% 0 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: 5,295 shares; 2024Q4: 4,789 shares; 2025Q1: 3,889 shares; 2025Q2: 3,307 shares; 2025Q3: 3,689 shares; 2025Q4: 3,651 shares; 2026Q1: 3,913 shares 3,913 $304K 0.03% +262 Timeline SCHB 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: 4,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $301K 0.03% 0 Timeline PRNT ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,933 shares; 2024Q4: 18,688 shares; 2025Q1: 18,588 shares; 2025Q2: 18,588 shares; 2025Q3: 18,588 shares; 2025Q4: 15,968 shares; 2026Q1: 14,625 shares 14,625 $299K 0.03% -1,343 Timeline IGRO 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: 3,727 shares; 2024Q4: 3,727 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares 3,516 $295K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,195 shares; 2024Q4: 44,831 shares; 2025Q1: 46,539 shares; 2025Q2: 7,525 shares; 2025Q3: 8,790 shares; 2025Q4: 9,646 shares; 2026Q1: 9,646 shares 9,646 $292K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: 8,120 shares; 2026Q1: 6,560 shares 6,560 $290K 0.03% -1,560 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: 10,404 shares; 2024Q4: 11,873 shares; 2025Q1: 12,935 shares; 2025Q2: 10,201 shares; 2025Q3: 9,839 shares; 2025Q4: 9,839 shares; 2026Q1: 9,840 shares 9,840 $285K 0.03% +1 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: 15,478 shares; 2024Q4: 30,928 shares; 2025Q1: 10,540 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 9,716 shares; 2026Q1: 9,716 shares 9,716 $283K 0.03% 0 Timeline IHF 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: 5,530 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 5,530 shares; 2025Q3: 6,591 shares; 2025Q4: 6,591 shares; 2026Q1: 6,591 shares 6,591 $276K 0.03% 0 Timeline IWC 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: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 1,716 shares 1,716 $274K 0.03% -374 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $272K 0.03% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $272K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 2,733 shares; 2025Q4: 2,846 shares; 2026Q1: 3,764 shares 3,764 $271K 0.03% +918 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares 379 $269K 0.03% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $268K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 135 shares; 2025Q1: 127 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 127 shares; 2026Q1: 154 shares 154 $266K 0.03% +27 Timeline KBE 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: 4,966 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares; 2026Q1: 4,463 shares 4,463 $266K 0.03% 0 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: 6,442 shares; 2024Q4: 6,442 shares; 2025Q1: 6,442 shares; 2025Q2: 6,442 shares; 2025Q3: 6,442 shares; 2025Q4: 6,442 shares; 2026Q1: 6,442 shares 6,442 $263K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 9,816 shares; 2025Q1: 9,467 shares; 2025Q2: 9,118 shares; 2025Q3: 9,119 shares; 2025Q4: 9,121 shares; 2026Q1: 9,122 shares 9,122 $262K 0.03% +1 Timeline DFAT 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: not reported; 2026Q1: 4,144 shares 4,144 $259K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,010 shares; 2025Q3: 5,425 shares; 2025Q4: not reported; 2026Q1: 6,735 shares 6,735 $259K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,048 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,757 shares 1,757 $257K 0.03% new Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,337 shares 2,337 $256K 0.03% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $254K 0.03% new Timeline BANK OF AMER CORP 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $253K 0.03% 0 VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $252K 0.02% 0 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: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,168 shares; 2025Q2: 979 shares; 2025Q3: 968 shares; 2025Q4: 787 shares; 2026Q1: 788 shares 788 $245K 0.02% +1 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: 4,626 shares; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,636 shares; 2025Q3: 4,646 shares; 2025Q4: 5,653 shares; 2026Q1: 5,235 shares 5,235 $240K 0.02% -418 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,245 shares; 2025Q3: 6,245 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245 $239K 0.02% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 772 shares; 2025Q3: 1,073 shares; 2025Q4: 1,564 shares; 2026Q1: 747 shares 747 $238K 0.02% -817 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,995 shares 1,995 $237K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,727 shares; 2025Q3: 4,164 shares; 2025Q4: 3,504 shares; 2026Q1: 2,536 shares 2,536 $236K 0.02% -968 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: 1,255 shares; 2024Q4: 1,259 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,266 shares; 2025Q4: 1,273 shares; 2026Q1: 1,276 shares 1,276 $235K 0.02% +3 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: 734 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $233K 0.02% 0 Timeline XTNT XTANT MED HLDGS INC More: the full row for XTANT MED HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,024 shares; 2024Q4: 212,024 shares; 2025Q1: 212,024 shares; 2025Q2: 412,024 shares; 2025Q3: 412,024 shares; 2025Q4: 412,024 shares; 2026Q1: 412,024 shares 412,024 $230K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 1,259 shares 1,259 $230K 0.02% +359 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 988 shares; 2025Q4: 797 shares; 2026Q1: 647 shares 647 $228K 0.02% -150 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,682 shares 4,682 $227K 0.02% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,957 shares; 2025Q3: 4,600 shares; 2025Q4: 4,800 shares; 2026Q1: 5,100 shares 5,100 $227K 0.02% +300 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,929 shares; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,929 shares; 2025Q4: 2,929 shares; 2026Q1: 2,929 shares 2,929 $224K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $224K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $224K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 258 shares; 2025Q4: 2,295 shares; 2026Q1: 2,316 shares 2,316 $223K 0.02% +21 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares 1,129 $221K 0.02% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,488 shares; 2026Q1: 4,488 shares 4,488 $220K 0.02% 0 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179,936 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000 $219K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,972 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,500 shares 1,500 $219K 0.02% -37 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $218K 0.02% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $218K 0.02% 0 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: 1,830 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,592 shares; 2025Q3: 1,515 shares; 2025Q4: 5,074 shares; 2026Q1: 1,483 shares 1,483 $217K 0.02% -3,591 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: 958 shares 958 $217K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,318 shares; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 2,055 shares; 2025Q4: 1,749 shares; 2026Q1: 765 shares 765 $214K 0.02% -984 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,234 shares; 2025Q1: 1,164 shares; 2025Q2: 1,156 shares; 2025Q3: 1,649 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares 1,074 $213K 0.02% 0 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,501 shares; 2025Q1: not reported; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares; 2026Q1: 4,501 shares 4,501 $212K 0.02% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,201 shares 6,201 $210K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 886 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $208K 0.02% 0 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 572 shares; 2025Q2: 575 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $205K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 822 shares; 2025Q3: 1,209 shares; 2025Q4: 1,210 shares; 2026Q1: 568 shares 568 $204K 0.02% -642 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 8,040 shares; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,704 shares 2,704 $203K 0.02% new 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: 5,104 shares; 2024Q4: 3,263 shares; 2025Q1: 3,167 shares; 2025Q2: 3,091 shares; 2025Q3: 5,424 shares; 2025Q4: 2,076 shares; 2026Q1: 2,037 shares 2,037 $202K 0.02% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926 shares 926 $201K 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $201K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $201K 0.02% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,361 shares; 2025Q1: 1,807 shares; 2025Q2: 1,251 shares; 2025Q3: 857 shares; 2025Q4: 912 shares; 2026Q1: 647 shares 647 $200K 0.02% -265 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $136K 0.01% 0 Timeline DXR DAXOR CORP More: the full row for DAXOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,723 shares 10,723 $104K 0.01% new Timeline KELYA KELLY SVCS INC More: the full row for KELLY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $88.5K 0.01% new Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.1K <0.01% 0 Timeline