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: 897,159 shares; 2024Q4: 893,599 shares; 2025Q1: 765,143 shares; 2025Q2: 774,337 shares; 2025Q3: 789,636 shares; 2025Q4: 865,722 shares; 2026Q1: 808,141 shares 808,141 $205M 6.45% -57,581 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: 1,100,577 shares; 2024Q4: 1,073,504 shares; 2025Q1: 1,045,788 shares; 2025Q2: 1,028,622 shares; 2025Q3: 999,360 shares; 2025Q4: 1,010,119 shares; 2026Q1: 999,360 shares 999,360 $174M 5.48% -10,759 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: 392,386 shares; 2024Q4: 393,473 shares; 2025Q1: 301,181 shares; 2025Q2: 297,828 shares; 2025Q3: 295,523 shares; 2025Q4: 294,358 shares; 2026Q1: 303,806 shares 303,806 $112M 3.54% +9,448 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: 292,298 shares; 2024Q4: 290,997 shares; 2025Q1: 295,741 shares; 2025Q2: 306,513 shares; 2025Q3: 316,124 shares; 2025Q4: 314,357 shares; 2026Q1: 314,989 shares 314,989 $90.6M 2.85% +632 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: 123,633 shares; 2024Q4: 132,129 shares; 2025Q1: 96,145 shares; 2025Q2: 82,672 shares; 2025Q3: 94,306 shares; 2025Q4: 132,968 shares; 2026Q1: 147,612 shares 147,612 $88.2M 2.77% +14,644 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: 413,655 shares; 2024Q4: 321,591 shares; 2025Q1: 330,177 shares; 2025Q2: 362,490 shares; 2025Q3: 367,586 shares; 2025Q4: 375,987 shares; 2026Q1: 384,607 shares 384,607 $80.1M 2.52% +8,620 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: 352,000 shares; 2024Q4: 352,440 shares; 2025Q1: 253,331 shares; 2025Q2: 265,605 shares; 2025Q3: 264,083 shares; 2025Q4: 259,648 shares; 2026Q1: 271,829 shares 271,829 $80M 2.51% +12,181 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: 25,584 shares; 2024Q4: 25,090 shares; 2025Q1: 25,040 shares; 2025Q2: 25,163 shares; 2025Q3: 25,644 shares; 2025Q4: 219,740 shares; 2026Q1: 223,393 shares 223,393 $71.6M 2.25% +3,653 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: 600,318 shares; 2024Q4: 598,986 shares; 2025Q1: 486,093 shares; 2025Q2: 479,266 shares; 2025Q3: 489,261 shares; 2025Q4: 481,187 shares; 2026Q1: 474,394 shares 474,394 $68.5M 2.15% -6,793 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: 231,172 shares; 2024Q4: 238,856 shares; 2025Q1: 143,760 shares; 2025Q2: 144,089 shares; 2025Q3: 152,423 shares; 2025Q4: 152,301 shares; 2026Q1: 150,506 shares 150,506 $53M 1.67% -1,795 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: 300,753 shares; 2024Q4: 310,032 shares; 2025Q1: 197,431 shares; 2025Q2: 199,057 shares; 2025Q3: 212,719 shares; 2025Q4: 212,101 shares; 2026Q1: 211,780 shares 211,780 $51.8M 1.63% -321 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: 147,659 shares; 2024Q4: 135,385 shares; 2025Q1: 149,218 shares; 2025Q2: 149,400 shares; 2025Q3: 144,828 shares; 2025Q4: 141,390 shares; 2026Q1: 143,123 shares 143,123 $44.3M 1.39% +1,733 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: 240,112 shares; 2024Q4: 245,536 shares; 2025Q1: 244,549 shares; 2025Q2: 248,902 shares; 2025Q3: 252,930 shares; 2025Q4: 257,388 shares; 2026Q1: 250,711 shares 250,711 $42.5M 1.34% -6,677 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631,493 shares; 2025Q2: 720,517 shares; 2025Q3: 761,940 shares; 2025Q4: 887,613 shares; 2026Q1: 972,266 shares 972,266 $37.9M 1.19% +84,653 Timeline JGRO 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: 271,657 shares; 2024Q4: 273,813 shares; 2025Q1: 324,957 shares; 2025Q2: 356,989 shares; 2025Q3: 373,145 shares; 2025Q4: 421,054 shares; 2026Q1: 445,778 shares 445,778 $37.7M 1.18% +24,724 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,400 shares; 2024Q4: 240,132 shares; 2025Q1: 265,106 shares; 2025Q2: 1,175,683 shares; 2025Q3: 1,301,812 shares; 2025Q4: 1,441,944 shares; 2026Q1: 1,617,419 shares 1,617,419 $37.6M 1.18% +175,475 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,255 shares; 2025Q3: 17,073 shares; 2025Q4: 454,696 shares; 2026Q1: 490,451 shares 490,451 $37.1M 1.17% +35,755 Timeline JCPB 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: 247,038 shares; 2024Q4: 260,807 shares; 2025Q1: 416,364 shares; 2025Q2: 365,515 shares; 2025Q3: 415,078 shares; 2025Q4: 576,707 shares; 2026Q1: 749,446 shares 749,446 $35.3M 1.11% +172,739 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,760 shares; 2024Q4: 176,246 shares; 2025Q1: 176,154 shares; 2025Q2: 175,797 shares; 2025Q3: 173,331 shares; 2025Q4: 178,342 shares; 2026Q1: 178,767 shares 178,767 $34.5M 1.08% +425 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,173 shares; 2024Q4: 173,974 shares; 2025Q1: 172,953 shares; 2025Q2: 172,207 shares; 2025Q3: 170,565 shares; 2025Q4: 170,063 shares; 2026Q1: 171,131 shares 171,131 $33.9M 1.07% +1,068 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: 109,335 shares; 2024Q4: 107,125 shares; 2025Q1: 106,644 shares; 2025Q2: 111,182 shares; 2025Q3: 112,088 shares; 2025Q4: 114,782 shares; 2026Q1: 113,502 shares 113,502 $32.6M 1.02% -1,280 Timeline JAVA 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: 326,323 shares; 2024Q4: 382,413 shares; 2025Q1: 366,672 shares; 2025Q2: 348,530 shares; 2025Q3: 371,570 shares; 2025Q4: 406,818 shares; 2026Q1: 432,496 shares 432,496 $31M 0.98% +25,678 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,549 shares; 2024Q4: 12,503 shares; 2025Q1: 61,277 shares; 2025Q2: 58,199 shares; 2025Q3: 58,197 shares; 2025Q4: 56,958 shares; 2026Q1: 56,024 shares 56,024 $30.8M 0.97% -934 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: 175,126 shares; 2024Q4: 174,150 shares; 2025Q1: 84,858 shares; 2025Q2: 89,657 shares; 2025Q3: 92,036 shares; 2025Q4: 91,002 shares; 2026Q1: 100,961 shares 100,961 $30.5M 0.96% +9,959 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: 25,436 shares; 2024Q4: 25,217 shares; 2025Q1: 25,291 shares; 2025Q2: 25,935 shares; 2025Q3: 26,876 shares; 2025Q4: 27,395 shares; 2026Q1: 28,010 shares 28,010 $27.9M 0.88% +615 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: 213,018 shares; 2024Q4: 208,720 shares; 2025Q1: 107,656 shares; 2025Q2: 105,815 shares; 2025Q3: 107,365 shares; 2025Q4: 108,416 shares; 2026Q1: 108,213 shares 108,213 $26.2M 0.82% -203 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,534 shares; 2024Q4: 134,082 shares; 2025Q1: 29,978 shares; 2025Q2: 31,217 shares; 2025Q3: 31,415 shares; 2025Q4: 31,673 shares; 2026Q1: 30,919 shares 30,919 $26.2M 0.82% -754 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: 48,922 shares; 2024Q4: 47,381 shares; 2025Q1: 48,090 shares; 2025Q2: 48,848 shares; 2025Q3: 51,940 shares; 2025Q4: 51,890 shares; 2026Q1: 52,973 shares 52,973 $25.4M 0.8% +1,083 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: 401,589 shares; 2024Q4: 395,560 shares; 2025Q1: 302,889 shares; 2025Q2: 313,400 shares; 2025Q3: 319,296 shares; 2025Q4: 322,460 shares; 2026Q1: 321,632 shares 321,632 $25M 0.78% -828 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: 179,505 shares; 2024Q4: 180,237 shares; 2025Q1: 70,500 shares; 2025Q2: 72,508 shares; 2025Q3: 74,101 shares; 2025Q4: 74,584 shares; 2026Q1: 74,487 shares 74,487 $24.5M 0.77% -97 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: 35,781 shares; 2024Q4: 36,590 shares; 2025Q1: 35,166 shares; 2025Q2: 35,145 shares; 2025Q3: 38,890 shares; 2025Q4: 38,350 shares; 2026Q1: 35,197 shares 35,197 $22.9M 0.72% -3,153 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,836 shares; 2024Q4: 24,072 shares; 2025Q1: 24,200 shares; 2025Q2: 24,547 shares; 2025Q3: 25,057 shares; 2025Q4: 25,414 shares; 2026Q1: 24,695 shares 24,695 $22.1M 0.7% -719 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,549 shares; 2024Q4: 545,269 shares; 2025Q1: 523,116 shares; 2025Q2: 484,677 shares; 2025Q3: 414,757 shares; 2025Q4: 413,533 shares; 2026Q1: 408,811 shares 408,811 $21.3M 0.67% -4,722 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: 70,091 shares; 2024Q4: 72,143 shares; 2025Q1: 75,411 shares; 2025Q2: 77,285 shares; 2025Q3: 77,649 shares; 2025Q4: 77,696 shares; 2026Q1: 77,373 shares 77,373 $20.3M 0.64% -323 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: 149,659 shares; 2024Q4: 145,787 shares; 2025Q1: 145,690 shares; 2025Q2: 144,753 shares; 2025Q3: 155,630 shares; 2025Q4: 157,995 shares; 2026Q1: 156,937 shares 156,937 $19.5M 0.61% -1,058 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 2,518 shares; 2025Q1: 2,676 shares; 2025Q2: 4,342 shares; 2025Q3: 7,183 shares; 2025Q4: 39,510 shares; 2026Q1: 119,579 shares 119,579 $19.2M 0.6% +80,069 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,646 shares; 2024Q4: 12,536 shares; 2025Q1: 57,196 shares; 2025Q2: 93,257 shares; 2025Q3: 93,497 shares; 2025Q4: 92,779 shares; 2026Q1: 91,818 shares 91,818 $19.1M 0.6% -961 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: 192,587 shares; 2024Q4: 189,580 shares; 2025Q1: 92,680 shares; 2025Q2: 94,271 shares; 2025Q3: 94,188 shares; 2025Q4: 96,641 shares; 2026Q1: 91,788 shares 91,788 $19M 0.6% -4,853 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: 79,200 shares; 2024Q4: 78,393 shares; 2025Q1: 79,538 shares; 2025Q2: 81,814 shares; 2025Q3: 85,138 shares; 2025Q4: 85,234 shares; 2026Q1: 84,689 shares 84,689 $18.4M 0.58% -545 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES 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: 85,889 shares 85,889 $17.9M 0.56% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,906 shares; 2024Q4: 100,754 shares; 2025Q1: 103,128 shares; 2025Q2: 104,119 shares; 2025Q3: 110,467 shares; 2025Q4: 111,267 shares; 2026Q1: 119,074 shares 119,074 $17.5M 0.55% +7,807 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,077 shares; 2024Q4: 94,765 shares; 2025Q1: 95,535 shares; 2025Q2: 189,775 shares; 2025Q3: 208,328 shares; 2025Q4: 235,935 shares; 2026Q1: 248,181 shares 248,181 $16.9M 0.53% +12,246 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: 217,745 shares; 2024Q4: 237,297 shares; 2025Q1: 118,108 shares; 2025Q2: 117,559 shares; 2025Q3: 117,337 shares; 2025Q4: 117,222 shares; 2026Q1: 116,615 shares 116,615 $16.9M 0.53% -607 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,039 shares; 2024Q4: 126,159 shares; 2025Q1: 126,144 shares; 2025Q2: 126,839 shares; 2025Q3: 127,186 shares; 2025Q4: 127,901 shares; 2026Q1: 127,958 shares 127,958 $16.5M 0.52% +57 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,295 shares; 2024Q4: 82,830 shares; 2025Q1: 82,943 shares; 2025Q2: 84,583 shares; 2025Q3: 85,657 shares; 2025Q4: 87,035 shares; 2026Q1: 86,836 shares 86,836 $15.8M 0.5% -199 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,589 shares; 2025Q1: 6,805 shares; 2025Q2: 7,306 shares; 2025Q3: 8,556 shares; 2025Q4: 45,863 shares; 2026Q1: 46,595 shares 46,595 $15.3M 0.48% +732 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,550 shares; 2024Q4: 217,698 shares; 2025Q1: 233,008 shares; 2025Q2: 283,213 shares; 2025Q3: 414,216 shares; 2025Q4: 512,736 shares; 2026Q1: 547,115 shares 547,115 $14.3M 0.45% +34,379 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 10,734 shares; 2025Q1: 10,791 shares; 2025Q2: 11,264 shares; 2025Q3: 13,383 shares; 2025Q4: 13,364 shares; 2026Q1: 14,476 shares 14,476 $13.3M 0.42% +1,112 Timeline NCPB NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,830 shares; 2024Q4: 548,307 shares; 2025Q1: 613,944 shares; 2025Q2: 482,011 shares; 2025Q3: 497,841 shares; 2025Q4: 501,545 shares; 2026Q1: 531,700 shares 531,700 $13.3M 0.42% +30,155 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,214 shares; 2024Q4: 329,621 shares; 2025Q1: 348,143 shares; 2025Q2: 350,108 shares; 2025Q3: 383,656 shares; 2025Q4: 418,426 shares; 2026Q1: 448,816 shares 448,816 $13.2M 0.42% +30,390 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: 20,098 shares; 2024Q4: 19,731 shares; 2025Q1: 21,541 shares; 2025Q2: 22,568 shares; 2025Q3: 21,819 shares; 2025Q4: 28,992 shares; 2026Q1: 36,261 shares 36,261 $13M 0.41% +7,269 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,817 shares; 2024Q4: 169,246 shares; 2025Q1: 155,484 shares; 2025Q2: 171,897 shares; 2025Q3: 214,090 shares; 2025Q4: 255,079 shares; 2026Q1: 273,432 shares 273,432 $12.8M 0.4% +18,353 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,379 shares; 2024Q4: 34,788 shares; 2025Q1: 42,593 shares; 2025Q2: 82,021 shares; 2025Q3: 148,296 shares; 2025Q4: 279,682 shares; 2026Q1: 251,761 shares 251,761 $12.5M 0.39% -27,921 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,843 shares; 2024Q4: 226,300 shares; 2025Q1: 310,863 shares; 2025Q2: 304,055 shares; 2025Q3: 317,152 shares; 2025Q4: 354,286 shares; 2026Q1: 308,594 shares 308,594 $12.4M 0.39% -45,692 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: 96,811 shares; 2024Q4: 43,206 shares; 2025Q1: 37,440 shares; 2025Q2: 38,015 shares; 2025Q3: 59,316 shares; 2025Q4: 57,653 shares; 2026Q1: 59,590 shares 59,590 $12.1M 0.38% +1,937 Timeline JEMA 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: 137,855 shares; 2024Q4: 148,551 shares; 2025Q1: 119,124 shares; 2025Q2: 110,943 shares; 2025Q3: 110,871 shares; 2025Q4: 191,913 shares; 2026Q1: 222,237 shares 222,237 $11.6M 0.36% +30,324 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: 136,943 shares; 2024Q4: 135,217 shares; 2025Q1: 31,879 shares; 2025Q2: 30,871 shares; 2025Q3: 31,495 shares; 2025Q4: 34,155 shares; 2026Q1: 34,557 shares 34,557 $10.7M 0.34% +402 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: 80 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 110 shares; 2025Q3: 117 shares; 2025Q4: 155 shares; 2026Q1: 2,527 shares 2,527 $10.6M 0.33% +2,372 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,509 shares; 2024Q4: 83,487 shares; 2025Q1: 67,121 shares; 2025Q2: 65,686 shares; 2025Q3: 67,144 shares; 2025Q4: 66,848 shares; 2026Q1: 67,544 shares 67,544 $10.5M 0.33% +696 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,243 shares; 2024Q4: 129,555 shares; 2025Q1: 122,467 shares; 2025Q2: 134,850 shares; 2025Q3: 152,767 shares; 2025Q4: 188,609 shares; 2026Q1: 206,566 shares 206,566 $10.5M 0.33% +17,957 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 3,794 shares; 2025Q1: 3,723 shares; 2025Q2: 4,664 shares; 2025Q3: 6,116 shares; 2025Q4: 7,600 shares; 2026Q1: 7,822 shares 7,822 $10.3M 0.32% +222 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: 224,656 shares; 2024Q4: 223,781 shares; 2025Q1: 124,798 shares; 2025Q2: 123,629 shares; 2025Q3: 127,571 shares; 2025Q4: 129,373 shares; 2026Q1: 129,509 shares 129,509 $9.85M 0.31% +136 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: 221,819 shares; 2024Q4: 223,055 shares; 2025Q1: 88,989 shares; 2025Q2: 84,987 shares; 2025Q3: 83,145 shares; 2025Q4: 82,470 shares; 2026Q1: 81,618 shares 81,618 $9.82M 0.31% -852 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,829 shares; 2024Q4: 53,282 shares; 2025Q1: 34,946 shares; 2025Q2: 34,480 shares; 2025Q3: 35,052 shares; 2025Q4: 33,944 shares; 2026Q1: 34,045 shares 34,045 $9.78M 0.31% +101 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: 31,703 shares; 2024Q4: 29,800 shares; 2025Q1: 21,698 shares; 2025Q2: 26,132 shares; 2025Q3: 23,939 shares; 2025Q4: 27,688 shares; 2026Q1: 25,818 shares 25,818 $9.6M 0.3% -1,870 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,226 shares; 2025Q1: 92,794 shares; 2025Q2: 82,857 shares; 2025Q3: 74,935 shares; 2025Q4: 81,643 shares; 2026Q1: 86,688 shares 86,688 $9.58M 0.3% +5,045 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,387 shares; 2024Q4: 26,479 shares; 2025Q1: 26,925 shares; 2025Q2: 27,607 shares; 2025Q3: 28,069 shares; 2025Q4: 27,871 shares; 2026Q1: 27,704 shares 27,704 $9.56M 0.3% -167 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: 12,788 shares; 2024Q4: 11,035 shares; 2025Q1: 11,314 shares; 2025Q2: 14,014 shares; 2025Q3: 15,060 shares; 2025Q4: 15,856 shares; 2026Q1: 16,504 shares 16,504 $9.44M 0.3% +648 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: 44,970 shares; 2024Q4: 44,507 shares; 2025Q1: 41,958 shares; 2025Q2: 42,194 shares; 2025Q3: 41,506 shares; 2025Q4: 41,574 shares; 2026Q1: 37,638 shares 37,638 $9.33M 0.29% -3,936 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 18,803 shares; 2025Q1: 19,890 shares; 2025Q2: 20,499 shares; 2025Q3: 21,009 shares; 2025Q4: 19,413 shares; 2026Q1: 15,902 shares 15,902 $9.18M 0.29% -3,511 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: 5,628 shares; 2024Q4: 6,168 shares; 2025Q1: 7,010 shares; 2025Q2: 8,154 shares; 2025Q3: 9,278 shares; 2025Q4: 9,350 shares; 2026Q1: 10,388 shares 10,388 $9.07M 0.29% +1,038 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: 9,272 shares; 2025Q1: 9,174 shares; 2025Q2: 9,207 shares; 2025Q3: 9,306 shares; 2025Q4: 9,314 shares; 2026Q1: 9,296 shares 9,296 $8.94M 0.28% -18 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165,101 shares; 2026Q1: 179,875 shares 179,875 $8.93M 0.28% +14,774 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 33,627 shares; 2025Q1: 33,693 shares; 2025Q2: 40,332 shares; 2025Q3: 61,591 shares; 2025Q4: 62,052 shares; 2026Q1: 37,695 shares 37,695 $8.82M 0.28% -24,357 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: 19,106 shares; 2025Q2: 47,142 shares; 2025Q3: 62,253 shares; 2025Q4: 74,380 shares; 2026Q1: 79,227 shares 79,227 $8.78M 0.28% +4,847 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,226 shares; 2024Q4: 66,261 shares; 2025Q1: 65,608 shares; 2025Q2: 67,063 shares; 2025Q3: 66,476 shares; 2025Q4: 66,661 shares; 2026Q1: 65,416 shares 65,416 $8.57M 0.27% -1,245 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,173 shares; 2024Q4: 22,978 shares; 2025Q1: 22,879 shares; 2025Q2: 23,024 shares; 2025Q3: 27,048 shares; 2025Q4: 26,655 shares; 2026Q1: 30,069 shares 30,069 $8.53M 0.27% +3,414 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,856 shares; 2024Q4: 401,848 shares; 2025Q1: 377,680 shares; 2025Q2: 197,707 shares; 2025Q3: 217,359 shares; 2025Q4: 203,572 shares; 2026Q1: 199,870 shares 199,870 $7.88M 0.25% -3,702 Timeline JPIE 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: 242,171 shares; 2024Q4: 228,000 shares; 2025Q1: 303,340 shares; 2025Q2: 230,805 shares; 2025Q3: 249,107 shares; 2025Q4: 200,083 shares; 2026Q1: 165,677 shares 165,677 $7.63M 0.24% -34,406 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,056 shares; 2024Q4: 23,849 shares; 2025Q1: 23,633 shares; 2025Q2: 23,915 shares; 2025Q3: 23,402 shares; 2025Q4: 23,852 shares; 2026Q1: 23,330 shares 23,330 $7.6M 0.24% -522 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: 131,662 shares; 2024Q4: 131,258 shares; 2025Q1: 37,208 shares; 2025Q2: 36,839 shares; 2025Q3: 36,890 shares; 2025Q4: 31,037 shares; 2026Q1: 33,359 shares 33,359 $7.54M 0.24% +2,322 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,410 shares; 2024Q4: 21,241 shares; 2025Q1: 21,239 shares; 2025Q2: 21,348 shares; 2025Q3: 21,474 shares; 2025Q4: 21,579 shares; 2026Q1: 21,715 shares 21,715 $7.42M 0.23% +136 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,486 shares; 2024Q4: 152,966 shares; 2025Q1: 147,200 shares; 2025Q2: 148,616 shares; 2025Q3: 153,686 shares; 2025Q4: 111,019 shares; 2026Q1: 114,226 shares 114,226 $7.3M 0.23% +3,207 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: 267,401 shares; 2024Q4: 255,727 shares; 2025Q1: 160,565 shares; 2025Q2: 159,769 shares; 2025Q3: 159,969 shares; 2025Q4: 157,128 shares; 2026Q1: 143,526 shares 143,526 $7.2M 0.23% -13,602 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: 36,310 shares; 2024Q4: 36,412 shares; 2025Q1: 36,145 shares; 2025Q2: 36,525 shares; 2025Q3: 37,291 shares; 2025Q4: 36,630 shares; 2026Q1: 33,450 shares 33,450 $7.06M 0.22% -3,180 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,222 shares; 2024Q4: 30,333 shares; 2025Q1: 30,368 shares; 2025Q2: 31,337 shares; 2025Q3: 31,312 shares; 2025Q4: 31,543 shares; 2026Q1: 31,864 shares 31,864 $7.05M 0.22% +321 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,142 shares; 2024Q4: 269,453 shares; 2025Q1: 257,577 shares; 2025Q2: 256,648 shares; 2025Q3: 242,023 shares; 2025Q4: 239,840 shares; 2026Q1: 240,088 shares 240,088 $7.03M 0.22% +248 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: 61,934 shares; 2024Q4: 67,162 shares; 2025Q1: 66,475 shares; 2025Q2: 68,691 shares; 2025Q3: 94,776 shares; 2025Q4: 55,083 shares; 2026Q1: 57,790 shares 57,790 $7M 0.22% +2,707 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,667 shares; 2024Q4: 64,308 shares; 2025Q1: 68,829 shares; 2025Q2: 68,494 shares; 2025Q3: 75,922 shares; 2025Q4: 73,186 shares; 2026Q1: 72,218 shares 72,218 $6.96M 0.22% -968 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: 50,023 shares; 2024Q4: 49,307 shares; 2025Q1: 49,899 shares; 2025Q2: 57,806 shares; 2025Q3: 61,611 shares; 2025Q4: 64,572 shares; 2026Q1: 67,614 shares 67,614 $6.94M 0.22% +3,042 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,306 shares; 2025Q1: 5,251 shares; 2025Q2: 5,751 shares; 2025Q3: 5,879 shares; 2025Q4: 5,872 shares; 2026Q1: 33,836 shares 33,836 $6.79M 0.21% +27,964 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,080 shares; 2024Q4: 174,922 shares; 2025Q1: 71,056 shares; 2025Q2: 90,857 shares; 2025Q3: 92,372 shares; 2025Q4: 34,573 shares; 2026Q1: 36,000 shares 36,000 $6.72M 0.21% +1,427 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,894 shares 147,894 $6.61M 0.21% new Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,136 shares; 2025Q3: 301,025 shares; 2025Q4: 333,619 shares; 2026Q1: 259,714 shares 259,714 $6.58M 0.21% -73,905 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,506 shares; 2024Q4: 92,715 shares; 2025Q1: 87,885 shares; 2025Q2: 87,404 shares; 2025Q3: 90,072 shares; 2025Q4: 90,847 shares; 2026Q1: 89,771 shares 89,771 $6.5M 0.2% -1,076 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: 128,360 shares; 2024Q4: 128,418 shares; 2025Q1: 8,450 shares; 2025Q2: 8,347 shares; 2025Q3: 8,416 shares; 2025Q4: 8,631 shares; 2026Q1: 9,030 shares 9,030 $6.4M 0.2% +399 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 11,075 shares; 2025Q1: 10,407 shares; 2025Q2: 10,872 shares; 2025Q3: 11,230 shares; 2025Q4: 9,962 shares; 2026Q1: 9,655 shares 9,655 $6.31M 0.2% -307 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,393 shares; 2025Q1: 6,418 shares; 2025Q2: 10,967 shares; 2025Q3: 9,964 shares; 2025Q4: 9,215 shares; 2026Q1: 9,204 shares 9,204 $6.28M 0.2% -11 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,445 shares 42,445 $6.26M 0.2% new 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: 86,190 shares; 2024Q4: 88,021 shares; 2025Q1: 88,285 shares; 2025Q2: 90,338 shares; 2025Q3: 91,153 shares; 2025Q4: 91,089 shares; 2026Q1: 91,532 shares 91,532 $6.24M 0.2% +443 Timeline BBIN 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: 306,168 shares; 2024Q4: 331,930 shares; 2025Q1: 331,495 shares; 2025Q2: 370,316 shares; 2025Q3: 407,283 shares; 2025Q4: 73,332 shares; 2026Q1: 81,289 shares 81,289 $5.94M 0.19% +7,957 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,760 shares; 2024Q4: 38,948 shares; 2025Q1: 38,170 shares; 2025Q2: 40,793 shares; 2025Q3: 42,446 shares; 2025Q4: 45,899 shares; 2026Q1: 44,704 shares 44,704 $5.85M 0.18% -1,195 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,094 shares; 2024Q4: 24,760 shares; 2025Q1: 24,063 shares; 2025Q2: 24,926 shares; 2025Q3: 24,620 shares; 2025Q4: 24,533 shares; 2026Q1: 24,244 shares 24,244 $5.73M 0.18% -289 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 6,966 shares; 2025Q1: 12,427 shares; 2025Q2: 58,055 shares; 2025Q3: 56,437 shares; 2025Q4: 58,503 shares; 2026Q1: 76,996 shares 76,996 $5.67M 0.18% +18,493 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,794 shares; 2024Q4: 12,939 shares; 2025Q1: 85,674 shares; 2025Q2: 94,498 shares; 2025Q3: 78,323 shares; 2025Q4: 114,734 shares; 2026Q1: 92,538 shares 92,538 $5.53M 0.17% -22,196 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: 77,350 shares; 2024Q4: 77,964 shares; 2025Q1: 77,685 shares; 2025Q2: 78,448 shares; 2025Q3: 77,015 shares; 2025Q4: 80,547 shares; 2026Q1: 91,163 shares 91,163 $5.53M 0.17% +10,616 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 24,175 shares; 2025Q1: 21,758 shares; 2025Q2: 22,085 shares; 2025Q3: 22,731 shares; 2025Q4: 22,825 shares; 2026Q1: 22,699 shares 22,699 $5.51M 0.17% -126 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,657 shares; 2025Q3: 199,109 shares; 2025Q4: 191,465 shares; 2026Q1: 213,603 shares 213,603 $5.48M 0.17% +22,138 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: 8,769 shares; 2024Q4: 8,970 shares; 2025Q1: 7,312 shares; 2025Q2: 5,783 shares; 2025Q3: 5,739 shares; 2025Q4: 6,897 shares; 2026Q1: 18,235 shares 18,235 $5.45M 0.17% +11,338 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,132 shares; 2024Q4: 25,187 shares; 2025Q1: 24,755 shares; 2025Q2: 25,329 shares; 2025Q3: 25,437 shares; 2025Q4: 25,537 shares; 2026Q1: 25,799 shares 25,799 $5.33M 0.17% +262 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,759 shares; 2024Q4: 147,262 shares; 2025Q1: 55,897 shares; 2025Q2: 51,982 shares; 2025Q3: 55,235 shares; 2025Q4: 56,074 shares; 2026Q1: 55,243 shares 55,243 $5.32M 0.17% -831 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: 9,878 shares; 2024Q4: 10,168 shares; 2025Q1: 10,010 shares; 2025Q2: 10,267 shares; 2025Q3: 10,300 shares; 2025Q4: 10,216 shares; 2026Q1: 8,540 shares 8,540 $5.27M 0.17% -1,676 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: 270,489 shares; 2024Q4: 161,395 shares; 2025Q1: 141,524 shares; 2025Q2: 131,248 shares; 2025Q3: 114,479 shares; 2025Q4: 115,178 shares; 2026Q1: 92,242 shares 92,242 $5.23M 0.16% -22,936 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: 3,073 shares; 2024Q4: 3,038 shares; 2025Q1: 3,129 shares; 2025Q2: 3,341 shares; 2025Q3: 2,871 shares; 2025Q4: 5,271 shares; 2026Q1: 37,779 shares 37,779 $5.02M 0.16% +32,508 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,877 shares; 2024Q4: 29,272 shares; 2025Q1: 29,598 shares; 2025Q2: 33,307 shares; 2025Q3: 33,060 shares; 2025Q4: 32,723 shares; 2026Q1: 32,801 shares 32,801 $5.01M 0.16% +78 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,024 shares; 2024Q4: 41,391 shares; 2025Q1: 42,248 shares; 2025Q2: 45,015 shares; 2025Q3: 52,680 shares; 2025Q4: 53,726 shares; 2026Q1: 53,633 shares 53,633 $4.98M 0.16% -93 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,421 shares; 2024Q4: 269,130 shares; 2025Q1: 243,733 shares; 2025Q2: 228,214 shares; 2025Q3: 175,685 shares; 2025Q4: 175,441 shares; 2026Q1: 174,458 shares 174,458 $4.9M 0.15% -983 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: 37,413 shares; 2024Q4: 37,709 shares; 2025Q1: 37,805 shares; 2025Q2: 38,509 shares; 2025Q3: 40,423 shares; 2025Q4: 38,926 shares; 2026Q1: 42,754 shares 42,754 $4.84M 0.15% +3,828 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,168 shares; 2024Q4: 22,057 shares; 2025Q1: 8,882 shares; 2025Q2: 8,992 shares; 2025Q3: 9,714 shares; 2025Q4: 7,271 shares; 2026Q1: 7,985 shares 7,985 $4.83M 0.15% +714 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,015 shares; 2024Q4: 65,524 shares; 2025Q1: 66,515 shares; 2025Q2: 65,179 shares; 2025Q3: 61,562 shares; 2025Q4: 57,592 shares; 2026Q1: 60,414 shares 60,414 $4.81M 0.15% +2,822 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 590 shares; 2025Q1: 776 shares; 2025Q2: 551 shares; 2025Q3: 711 shares; 2025Q4: 7,714 shares; 2026Q1: 9,704 shares 9,704 $4.77M 0.15% +1,990 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: 51,327 shares; 2024Q4: 49,983 shares; 2025Q1: 49,704 shares; 2025Q2: 50,017 shares; 2025Q3: 49,449 shares; 2025Q4: 49,353 shares; 2026Q1: 50,494 shares 50,494 $4.75M 0.15% +1,141 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,645 shares 129,645 $4.69M 0.15% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,553 shares; 2024Q4: 43,037 shares; 2025Q1: 46,258 shares; 2025Q2: 48,267 shares; 2025Q3: 52,158 shares; 2025Q4: 52,304 shares; 2026Q1: 53,450 shares 53,450 $4.63M 0.15% +1,146 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: 24,483 shares; 2024Q4: 24,078 shares; 2025Q1: 22,005 shares; 2025Q2: 23,794 shares; 2025Q3: 27,692 shares; 2025Q4: 27,648 shares; 2026Q1: 27,967 shares 27,967 $4.62M 0.15% +319 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 7,770 shares; 2025Q1: 8,056 shares; 2025Q2: 7,977 shares; 2025Q3: 8,937 shares; 2025Q4: 9,036 shares; 2026Q1: 9,117 shares 9,117 $4.56M 0.14% +81 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,861 shares; 2024Q4: 55,166 shares; 2025Q1: 27,091 shares; 2025Q2: 32,283 shares; 2025Q3: 46,008 shares; 2025Q4: 42,398 shares; 2026Q1: 42,419 shares 42,419 $4.53M 0.14% +21 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,794 shares; 2024Q4: 23,711 shares; 2025Q1: 14,092 shares; 2025Q2: 14,322 shares; 2025Q3: 14,275 shares; 2025Q4: 13,834 shares; 2026Q1: 13,929 shares 13,929 $4.43M 0.14% +95 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 9,957 shares; 2025Q1: 9,268 shares; 2025Q2: 10,983 shares; 2025Q3: 10,991 shares; 2025Q4: 11,129 shares; 2026Q1: 12,397 shares 12,397 $4.42M 0.14% +1,268 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: 10,383 shares; 2024Q4: 10,046 shares; 2025Q1: 7,524 shares; 2025Q2: 7,570 shares; 2025Q3: 7,234 shares; 2025Q4: 10,048 shares; 2026Q1: 10,018 shares 10,018 $4.38M 0.14% -30 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,409 shares 39,409 $4.37M 0.14% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,839 shares; 2024Q4: 11,323 shares; 2025Q1: 11,692 shares; 2025Q2: 50,166 shares; 2025Q3: 51,350 shares; 2025Q4: 50,788 shares; 2026Q1: 48,728 shares 48,728 $4.37M 0.14% -2,060 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,101 shares; 2024Q4: 30,890 shares; 2025Q1: 29,035 shares; 2025Q2: 29,060 shares; 2025Q3: 31,174 shares; 2025Q4: 31,909 shares; 2026Q1: 31,085 shares 31,085 $4.33M 0.14% -824 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.14% 0 Timeline EMLP 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: 115,638 shares; 2024Q4: 126,115 shares; 2025Q1: 133,308 shares; 2025Q2: 112,050 shares; 2025Q3: 114,846 shares; 2025Q4: 99,359 shares; 2026Q1: 97,308 shares 97,308 $4.25M 0.13% -2,051 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: 99,961 shares; 2024Q4: 99,931 shares; 2025Q1: 101,187 shares; 2025Q2: 102,353 shares; 2025Q3: 104,007 shares; 2025Q4: 107,992 shares; 2026Q1: 111,267 shares 111,267 $4.21M 0.13% +3,275 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,717 shares; 2026Q1: 83,018 shares 83,018 $4.19M 0.13% +9,301 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: 317,225 shares; 2024Q4: 257,657 shares; 2025Q1: 150,346 shares; 2025Q2: 137,732 shares; 2025Q3: 94,815 shares; 2025Q4: 89,552 shares; 2026Q1: 92,177 shares 92,177 $4.07M 0.13% +2,625 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: 18,226 shares; 2024Q4: 18,356 shares; 2025Q1: 18,349 shares; 2025Q2: 21,113 shares; 2025Q3: 21,694 shares; 2025Q4: 21,754 shares; 2026Q1: 24,950 shares 24,950 $3.98M 0.13% +3,196 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,586 shares; 2025Q1: 6,862 shares; 2025Q2: 7,317 shares; 2025Q3: 7,373 shares; 2025Q4: 7,317 shares; 2026Q1: 8,006 shares 8,006 $3.97M 0.12% +689 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 37,292 shares; 2025Q1: 36,323 shares; 2025Q2: 36,505 shares; 2025Q3: 41,322 shares; 2025Q4: 42,375 shares; 2026Q1: 40,851 shares 40,851 $3.94M 0.12% -1,524 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 20,585 shares; 2025Q1: 20,553 shares; 2025Q2: 20,109 shares; 2025Q3: 20,043 shares; 2025Q4: 20,024 shares; 2026Q1: 20,024 shares 20,024 $3.92M 0.12% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,061 shares; 2024Q4: 6,894 shares; 2025Q1: 7,681 shares; 2025Q2: 7,386 shares; 2025Q3: 7,655 shares; 2025Q4: 7,175 shares; 2026Q1: 7,242 shares 7,242 $3.9M 0.12% +67 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: 160,131 shares; 2024Q4: 160,678 shares; 2025Q1: 165,068 shares; 2025Q2: 187,151 shares; 2025Q3: 183,456 shares; 2025Q4: 186,474 shares; 2026Q1: 200,106 shares 200,106 $3.86M 0.12% +13,632 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: 31,525 shares; 2024Q4: 37,118 shares; 2025Q1: 37,145 shares; 2025Q2: 52,422 shares; 2025Q3: 52,029 shares; 2025Q4: 50,415 shares; 2026Q1: 50,971 shares 50,971 $3.83M 0.12% +556 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,335 shares; 2024Q4: 24,688 shares; 2025Q1: 25,643 shares; 2025Q2: 24,067 shares; 2025Q3: 26,629 shares; 2025Q4: 27,229 shares; 2026Q1: 28,793 shares 28,793 $3.77M 0.12% +1,564 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,401 shares; 2024Q4: 21,396 shares; 2025Q1: 21,162 shares; 2025Q2: 20,751 shares; 2025Q3: 19,243 shares; 2025Q4: 33,168 shares; 2026Q1: 33,362 shares 33,362 $3.66M 0.12% +194 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,553 shares; 2024Q4: 71,505 shares; 2025Q1: 71,456 shares; 2025Q2: 71,390 shares; 2025Q3: 70,143 shares; 2025Q4: 71,427 shares; 2026Q1: 71,894 shares 71,894 $3.64M 0.11% +467 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: 7,848 shares; 2024Q4: 11,015 shares; 2025Q1: 9,653 shares; 2025Q2: 9,148 shares; 2025Q3: 9,258 shares; 2025Q4: 9,395 shares; 2026Q1: 11,268 shares 11,268 $3.61M 0.11% +1,873 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,640 shares; 2024Q4: 32,304 shares; 2025Q1: 36,922 shares; 2025Q2: 38,119 shares; 2025Q3: 38,347 shares; 2025Q4: 55,751 shares; 2026Q1: 71,259 shares 71,259 $3.56M 0.11% +15,508 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,043 shares; 2024Q4: 127,274 shares; 2025Q1: 131,765 shares; 2025Q2: 54,270 shares; 2025Q3: 83,825 shares; 2025Q4: 61,023 shares; 2026Q1: 58,496 shares 58,496 $3.54M 0.11% -2,527 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,287 shares; 2024Q4: 101,392 shares; 2025Q1: 6,418 shares; 2025Q2: 6,678 shares; 2025Q3: 11,408 shares; 2025Q4: 11,250 shares; 2026Q1: 11,526 shares 11,526 $3.49M 0.11% +276 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 6,833 shares; 2025Q1: 7,035 shares; 2025Q2: 7,456 shares; 2025Q3: 6,391 shares; 2025Q4: 6,210 shares; 2026Q1: 6,119 shares 6,119 $3.45M 0.11% -91 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: 2,227 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 10,597 shares; 2025Q3: 11,389 shares; 2025Q4: 8,047 shares; 2026Q1: 8,009 shares 8,009 $3.45M 0.11% -38 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: 62,593 shares; 2024Q4: 62,261 shares; 2025Q1: 63,232 shares; 2025Q2: 64,953 shares; 2025Q3: 62,615 shares; 2025Q4: 60,953 shares; 2026Q1: 60,798 shares 60,798 $3.42M 0.11% -155 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,251 shares; 2025Q1: 6,027 shares; 2025Q2: 5,557 shares; 2025Q3: 5,584 shares; 2025Q4: 5,281 shares; 2026Q1: 4,876 shares 4,876 $3.4M 0.11% -405 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,147 shares; 2025Q4: 6,456 shares; 2026Q1: 7,083 shares 7,083 $3.36M 0.11% +627 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: 2,225 shares; 2024Q4: 1,605 shares; 2025Q1: 1,659 shares; 2025Q2: 2,524 shares; 2025Q3: 2,731 shares; 2025Q4: 26,445 shares; 2026Q1: 34,448 shares 34,448 $3.31M 0.1% +8,003 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: not reported; 2024Q4: not reported; 2025Q1: 41,190 shares; 2025Q2: 45,660 shares; 2025Q3: 49,015 shares; 2025Q4: 45,267 shares; 2026Q1: 34,672 shares 34,672 $3.31M 0.1% -10,595 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 6,529 shares; 2025Q1: 6,490 shares; 2025Q2: 6,372 shares; 2025Q3: 6,173 shares; 2025Q4: 6,200 shares; 2026Q1: 6,932 shares 6,932 $3.2M 0.1% +732 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: 25,417 shares; 2024Q4: 25,809 shares; 2025Q1: 27,739 shares; 2025Q2: 31,363 shares; 2025Q3: 38,719 shares; 2025Q4: 41,340 shares; 2026Q1: 56,837 shares 56,837 $3.16M 0.1% +15,497 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,967 shares; 2024Q4: 8,628 shares; 2025Q1: 8,370 shares; 2025Q2: 8,307 shares; 2025Q3: 7,967 shares; 2025Q4: 8,214 shares; 2026Q1: 9,131 shares 9,131 $3.13M 0.1% +917 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,484 shares; 2024Q4: 19,582 shares; 2025Q1: 19,583 shares; 2025Q2: 19,646 shares; 2025Q3: 19,639 shares; 2025Q4: 19,693 shares; 2026Q1: 19,713 shares 19,713 $3.1M 0.1% +20 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: 36,085 shares; 2024Q4: 37,020 shares; 2025Q1: 55,071 shares; 2025Q2: 47,502 shares; 2025Q3: 48,584 shares; 2025Q4: 50,651 shares; 2026Q1: 56,550 shares 56,550 $3.06M 0.1% +5,899 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: 28,332 shares; 2024Q4: 27,488 shares; 2025Q1: 25,874 shares; 2025Q2: 21,734 shares; 2025Q3: 21,439 shares; 2025Q4: 21,529 shares; 2026Q1: 20,624 shares 20,624 $3.05M 0.1% -905 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,213 shares; 2025Q1: 150,201 shares; 2025Q2: 463,619 shares; 2025Q3: 453,768 shares; 2025Q4: 450,978 shares; 2026Q1: 82,570 shares 82,570 $2.93M 0.09% -368,408 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,680 shares 76,680 $2.92M 0.09% new Timeline JVAL 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: 24,731 shares; 2024Q4: 28,696 shares; 2025Q1: 30,325 shares; 2025Q2: 47,667 shares; 2025Q3: 47,246 shares; 2025Q4: 46,699 shares; 2026Q1: 59,163 shares 59,163 $2.89M 0.09% +12,464 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: 39,430 shares; 2024Q4: 39,741 shares; 2025Q1: 31,554 shares; 2025Q2: 31,263 shares; 2025Q3: 30,375 shares; 2025Q4: 29,766 shares; 2026Q1: 29,654 shares 29,654 $2.88M 0.09% -112 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 7,266 shares; 2025Q1: 7,039 shares; 2025Q2: 7,069 shares; 2025Q3: 7,136 shares; 2025Q4: 6,845 shares; 2026Q1: 7,305 shares 7,305 $2.85M 0.09% +460 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,528 shares; 2024Q4: 59,024 shares; 2025Q1: 56,109 shares; 2025Q2: 60,915 shares; 2025Q3: 55,717 shares; 2025Q4: 53,323 shares; 2026Q1: 58,418 shares 58,418 $2.85M 0.09% +5,095 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,655 shares; 2024Q4: 31,072 shares; 2025Q1: 31,425 shares; 2025Q2: 28,731 shares; 2025Q3: 32,771 shares; 2025Q4: 35,855 shares; 2026Q1: 44,554 shares 44,554 $2.84M 0.09% +8,699 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 20,471 shares; 2025Q1: 22,550 shares; 2025Q2: 25,610 shares; 2025Q3: 30,744 shares; 2025Q4: 45,335 shares; 2026Q1: 55,705 shares 55,705 $2.78M 0.09% +10,370 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,154 shares; 2024Q4: 39,996 shares; 2025Q1: 43,016 shares; 2025Q2: 36,702 shares; 2025Q3: 38,058 shares; 2025Q4: 41,188 shares; 2026Q1: 58,002 shares 58,002 $2.73M 0.09% +16,814 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,562 shares; 2024Q4: 52,525 shares; 2025Q1: 61,643 shares; 2025Q2: 61,706 shares; 2025Q3: 75,125 shares; 2025Q4: 75,120 shares; 2026Q1: 77,603 shares 77,603 $2.73M 0.09% +2,483 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,418 shares; 2025Q3: 108,822 shares; 2025Q4: 145,763 shares; 2026Q1: 161,110 shares 161,110 $2.7M 0.08% +15,347 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,311 shares; 2024Q4: 30,760 shares; 2025Q1: 30,943 shares; 2025Q2: 32,177 shares; 2025Q3: 49,133 shares; 2025Q4: 34,150 shares; 2026Q1: 28,254 shares 28,254 $2.62M 0.08% -5,896 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,961 shares; 2026Q1: 126,258 shares 126,258 $2.61M 0.08% -703 Timeline XBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,087 shares 106,087 $2.6M 0.08% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,366 shares; 2024Q4: 17,521 shares; 2025Q1: 15,989 shares; 2025Q2: 12,923 shares; 2025Q3: 11,317 shares; 2025Q4: 11,579 shares; 2026Q1: 13,044 shares 13,044 $2.47M 0.08% +1,465 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: 7,084 shares; 2024Q4: 5,448 shares; 2025Q1: 4,787 shares; 2025Q2: 5,169 shares; 2025Q3: 5,863 shares; 2025Q4: 6,742 shares; 2026Q1: 7,285 shares 7,285 $2.46M 0.08% +543 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,142 shares; 2024Q4: 16,187 shares; 2025Q1: 16,730 shares; 2025Q2: 17,198 shares; 2025Q3: 9,376 shares; 2025Q4: 8,883 shares; 2026Q1: 9,883 shares 9,883 $2.4M 0.08% +1,000 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,518 shares; 2025Q3: 7,966 shares; 2025Q4: 9,360 shares; 2026Q1: 9,690 shares 9,690 $2.39M 0.08% +330 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: 28,144 shares; 2024Q4: 27,460 shares; 2025Q1: 34,113 shares; 2025Q2: 26,493 shares; 2025Q3: 30,619 shares; 2025Q4: 30,543 shares; 2026Q1: 35,340 shares 35,340 $2.39M 0.08% +4,797 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,689 shares; 2024Q4: 17,693 shares; 2025Q1: 17,746 shares; 2025Q2: 17,808 shares; 2025Q3: 16,958 shares; 2025Q4: 17,186 shares; 2026Q1: 17,208 shares 17,208 $2.38M 0.07% +22 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: 34,908 shares; 2024Q4: 37,694 shares; 2025Q1: 39,974 shares; 2025Q2: 39,730 shares; 2025Q3: 39,068 shares; 2025Q4: 38,861 shares; 2026Q1: 41,585 shares 41,585 $2.37M 0.07% +2,724 Timeline FXO 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: 27,324 shares; 2024Q4: 27,331 shares; 2025Q1: 27,093 shares; 2025Q2: 53,845 shares; 2025Q3: 132,760 shares; 2025Q4: 134,057 shares; 2026Q1: 41,992 shares 41,992 $2.36M 0.07% -92,065 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 27,403 shares; 2025Q3: 31,472 shares; 2025Q4: 36,100 shares; 2026Q1: 35,999 shares 35,999 $2.36M 0.07% -101 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 9,253 shares; 2025Q1: 9,537 shares; 2025Q2: 9,457 shares; 2025Q3: 8,205 shares; 2025Q4: 8,136 shares; 2026Q1: 8,177 shares 8,177 $2.35M 0.07% +41 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,180 shares; 2025Q3: 61,281 shares; 2025Q4: 69,103 shares; 2026Q1: 88,553 shares 88,553 $2.33M 0.07% +19,450 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 8,057 shares; 2025Q2: 8,333 shares; 2025Q3: 8,599 shares; 2025Q4: 8,613 shares; 2026Q1: 9,476 shares 9,476 $2.31M 0.07% +863 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: 18,921 shares; 2024Q4: 18,226 shares; 2025Q1: 17,120 shares; 2025Q2: 20,961 shares; 2025Q3: 20,868 shares; 2025Q4: 20,351 shares; 2026Q1: 20,026 shares 20,026 $2.3M 0.07% -325 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: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares; 2026Q1: 17,750 shares 17,750 $2.27M 0.07% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 11,354 shares; 2025Q1: 12,959 shares; 2025Q2: 13,350 shares; 2025Q3: 13,467 shares; 2025Q4: 19,259 shares; 2026Q1: 22,268 shares 22,268 $2.25M 0.07% +3,009 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: 7,010 shares; 2024Q4: 9,680 shares; 2025Q1: 10,678 shares; 2025Q2: 12,731 shares; 2025Q3: 12,993 shares; 2025Q4: 12,787 shares; 2026Q1: 15,184 shares 15,184 $2.22M 0.07% +2,397 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 7,995 shares; 2025Q1: 7,976 shares; 2025Q2: 7,998 shares; 2025Q3: 8,204 shares; 2025Q4: 8,216 shares; 2026Q1: 8,308 shares 8,308 $2.22M 0.07% +92 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,587 shares; 2025Q3: 45,967 shares; 2025Q4: 50,525 shares; 2026Q1: 46,464 shares 46,464 $2.21M 0.07% -4,061 Timeline GLOF 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: 89,174 shares; 2025Q3: 78,626 shares; 2025Q4: 45,926 shares; 2026Q1: 41,995 shares 41,995 $2.19M 0.07% -3,931 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: 90,697 shares; 2024Q4: 26,537 shares; 2025Q1: 32,967 shares; 2025Q2: 28,524 shares; 2025Q3: 28,830 shares; 2025Q4: 28,511 shares; 2026Q1: 30,204 shares 30,204 $2.17M 0.07% +1,693 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: 11,838 shares; 2024Q4: 20,077 shares; 2025Q1: 21,480 shares; 2025Q2: 22,166 shares; 2025Q3: 23,098 shares; 2025Q4: 12,979 shares; 2026Q1: 13,431 shares 13,431 $2.11M 0.07% +452 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,099 shares; 2025Q3: 34,137 shares; 2025Q4: 32,150 shares; 2026Q1: 32,150 shares 32,150 $2.11M 0.07% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 14,031 shares; 2026Q1: 15,486 shares 15,486 $2.1M 0.07% +1,455 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,337 shares; 2024Q4: 15,746 shares; 2025Q1: 16,064 shares; 2025Q2: 16,848 shares; 2025Q3: 16,688 shares; 2025Q4: 20,242 shares; 2026Q1: 40,697 shares 40,697 $2.05M 0.06% +20,455 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,807 shares; 2024Q4: 41,901 shares; 2025Q1: 45,506 shares; 2025Q2: 45,774 shares; 2025Q3: 46,156 shares; 2025Q4: 46,584 shares; 2026Q1: 49,036 shares 49,036 $2.02M 0.06% +2,452 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,828 shares; 2024Q4: 30,110 shares; 2025Q1: 28,839 shares; 2025Q2: 29,384 shares; 2025Q3: 32,612 shares; 2025Q4: 31,522 shares; 2026Q1: 30,527 shares 30,527 $2.01M 0.06% -995 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,817 shares; 2024Q4: 20,181 shares; 2025Q1: 16,834 shares; 2025Q2: 17,562 shares; 2025Q3: 18,950 shares; 2025Q4: 26,372 shares; 2026Q1: 31,713 shares 31,713 $1.99M 0.06% +5,341 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358,779 shares; 2024Q4: 1,303,279 shares; 2025Q1: 759,755 shares; 2025Q2: 664,755 shares; 2025Q3: 634,755 shares; 2025Q4: 536,035 shares; 2026Q1: 431,035 shares 431,035 $1.97M 0.06% -105,000 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: 14,748 shares; 2024Q4: 16,209 shares; 2025Q1: 16,210 shares; 2025Q2: 16,963 shares; 2025Q3: 11,537 shares; 2025Q4: 11,521 shares; 2026Q1: 11,610 shares 11,610 $1.96M 0.06% +89 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: 8,563 shares; 2024Q4: 11,310 shares; 2025Q1: 10,670 shares; 2025Q2: 10,255 shares; 2025Q3: 10,222 shares; 2025Q4: 8,986 shares; 2026Q1: 9,949 shares 9,949 $1.95M 0.06% +963 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,927 shares; 2025Q1: 10,778 shares; 2025Q2: 11,832 shares; 2025Q3: 13,304 shares; 2025Q4: 13,359 shares; 2026Q1: 17,174 shares 17,174 $1.95M 0.06% +3,815 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,731 shares; 2025Q1: 3,311 shares; 2025Q2: 3,633 shares; 2025Q3: 3,359 shares; 2025Q4: 8,469 shares; 2026Q1: 11,822 shares 11,822 $1.93M 0.06% +3,353 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,437 shares; 2025Q2: 32,536 shares; 2025Q3: 33,534 shares; 2025Q4: 32,065 shares; 2026Q1: 36,016 shares 36,016 $1.9M 0.06% +3,951 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,312 shares; 2024Q4: 9,115 shares; 2025Q1: 9,300 shares; 2025Q2: 9,220 shares; 2025Q3: 10,039 shares; 2025Q4: 9,653 shares; 2026Q1: 9,301 shares 9,301 $1.89M 0.06% -352 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,109 shares; 2024Q4: 23,650 shares; 2025Q1: 23,105 shares; 2025Q2: 22,947 shares; 2025Q3: 22,125 shares; 2025Q4: 22,018 shares; 2026Q1: 22,047 shares 22,047 $1.88M 0.06% +29 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: 23,492 shares; 2024Q4: 24,759 shares; 2025Q1: 14,481 shares; 2025Q2: 14,013 shares; 2025Q3: 13,824 shares; 2025Q4: 15,822 shares; 2026Q1: 18,851 shares 18,851 $1.87M 0.06% +3,029 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 8,618 shares; 2025Q1: 10,321 shares; 2025Q2: 12,464 shares; 2025Q3: 12,480 shares; 2025Q4: 12,197 shares; 2026Q1: 11,978 shares 11,978 $1.86M 0.06% -219 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,811 shares; 2024Q4: 41,500 shares; 2025Q1: 45,500 shares; 2025Q2: 45,500 shares; 2025Q3: 49,500 shares; 2025Q4: 49,528 shares; 2026Q1: 55,711 shares 55,711 $1.85M 0.06% +6,183 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,439 shares; 2025Q2: 14,711 shares; 2025Q3: 19,474 shares; 2025Q4: 26,617 shares; 2026Q1: 27,562 shares 27,562 $1.84M 0.06% +945 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 6,552 shares; 2025Q1: 7,342 shares; 2025Q2: 7,626 shares; 2025Q3: 8,391 shares; 2025Q4: 8,847 shares; 2026Q1: 9,478 shares 9,478 $1.84M 0.06% +631 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,336 shares; 2025Q2: 20,473 shares; 2025Q3: 20,209 shares; 2025Q4: 20,000 shares; 2026Q1: 19,255 shares 19,255 $1.84M 0.06% -745 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,472 shares; 2024Q4: 41,511 shares; 2025Q1: 41,516 shares; 2025Q2: 37,318 shares; 2025Q3: 35,845 shares; 2025Q4: 23,054 shares; 2026Q1: 21,918 shares 21,918 $1.83M 0.06% -1,136 Timeline SPTM 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: 21,620 shares; 2025Q2: 23,166 shares; 2025Q3: 23,142 shares; 2025Q4: 23,152 shares; 2026Q1: 23,101 shares 23,101 $1.83M 0.06% -51 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,423 shares; 2025Q1: 5,519 shares; 2025Q2: 5,563 shares; 2025Q3: 7,390 shares; 2025Q4: 7,347 shares; 2026Q1: 7,011 shares 7,011 $1.82M 0.06% -336 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,929 shares; 2024Q4: 11,653 shares; 2025Q1: 12,192 shares; 2025Q2: 12,276 shares; 2025Q3: 11,970 shares; 2025Q4: 11,887 shares; 2026Q1: 13,635 shares 13,635 $1.8M 0.06% +1,748 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: 35,427 shares; 2024Q4: 34,977 shares; 2025Q1: 29,229 shares; 2025Q2: 32,229 shares; 2025Q3: 31,076 shares; 2025Q4: 30,518 shares; 2026Q1: 28,031 shares 28,031 $1.8M 0.06% -2,487 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 3,395 shares; 2025Q3: 3,398 shares; 2025Q4: 3,398 shares; 2026Q1: 2,251 shares 2,251 $1.78M 0.06% -1,147 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: 1,569 shares; 2025Q3: 5,123 shares; 2025Q4: 6,765 shares; 2026Q1: 7,090 shares 7,090 $1.78M 0.06% +325 Timeline VCR 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: 9,741 shares; 2024Q4: 9,187 shares; 2025Q1: 8,130 shares; 2025Q2: 6,551 shares; 2025Q3: 5,613 shares; 2025Q4: 5,286 shares; 2026Q1: 4,882 shares 4,882 $1.75M 0.06% -404 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,065 shares; 2025Q4: 34,682 shares; 2026Q1: 28,026 shares 28,026 $1.75M 0.05% -6,656 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,132 shares; 2026Q1: 45,383 shares 45,383 $1.71M 0.05% +4,251 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: 21,116 shares; 2024Q4: 18,623 shares; 2025Q1: 18,383 shares; 2025Q2: 17,995 shares; 2025Q3: 18,073 shares; 2025Q4: 18,075 shares; 2026Q1: 15,902 shares 15,902 $1.69M 0.05% -2,173 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,167 shares; 2024Q4: 7,996 shares; 2025Q1: 7,843 shares; 2025Q2: 6,764 shares; 2025Q3: 6,765 shares; 2025Q4: 6,813 shares; 2026Q1: 7,161 shares 7,161 $1.66M 0.05% +348 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,720 shares; 2025Q4: 34,320 shares; 2026Q1: 33,370 shares 33,370 $1.66M 0.05% -950 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: 12,970 shares; 2024Q4: 10,844 shares; 2025Q1: 10,903 shares; 2025Q2: 10,987 shares; 2025Q3: 11,048 shares; 2025Q4: 10,989 shares; 2026Q1: 11,364 shares 11,364 $1.66M 0.05% +375 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,253 shares; 2025Q1: 2,692 shares; 2025Q2: 5,642 shares; 2025Q3: 4,521 shares; 2025Q4: 4,901 shares; 2026Q1: 5,619 shares 5,619 $1.63M 0.05% +718 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,975 shares; 2024Q4: 18,591 shares; 2025Q1: 18,536 shares; 2025Q2: 22,506 shares; 2025Q3: 31,589 shares; 2025Q4: 31,714 shares; 2026Q1: 31,485 shares 31,485 $1.61M 0.05% -229 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: 14,875 shares; 2024Q4: 13,785 shares; 2025Q1: 12,496 shares; 2025Q2: 10,451 shares; 2025Q3: 9,955 shares; 2025Q4: 9,637 shares; 2026Q1: 8,357 shares 8,357 $1.6M 0.05% -1,280 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,399 shares 23,399 $1.59M 0.05% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 4,268 shares; 2025Q4: 5,158 shares; 2026Q1: 12,438 shares 12,438 $1.57M 0.05% +7,280 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,459 shares; 2025Q2: 12,117 shares; 2025Q3: 12,489 shares; 2025Q4: 32,346 shares; 2026Q1: 76,283 shares 76,283 $1.56M 0.05% +43,937 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: 72,395 shares; 2024Q4: 21,794 shares; 2025Q1: 18,525 shares; 2025Q2: 15,951 shares; 2025Q3: 17,090 shares; 2025Q4: 17,973 shares; 2026Q1: 15,854 shares 15,854 $1.56M 0.05% -2,119 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: 4,731 shares; 2025Q4: 4,746 shares; 2026Q1: 4,791 shares 4,791 $1.54M 0.05% +45 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: 112,424 shares; 2024Q4: 111,504 shares; 2025Q1: 6,196 shares; 2025Q2: 4,407 shares; 2025Q3: 6,118 shares; 2025Q4: 6,715 shares; 2026Q1: 7,683 shares 7,683 $1.53M 0.05% +968 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,837 shares; 2024Q4: 45,618 shares; 2025Q1: 50,502 shares; 2025Q2: 52,371 shares; 2025Q3: 75,169 shares; 2025Q4: 87,867 shares; 2026Q1: 79,870 shares 79,870 $1.51M 0.05% -7,997 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,720 shares; 2025Q1: 3,096 shares; 2025Q2: 3,127 shares; 2025Q3: 3,060 shares; 2025Q4: 3,147 shares; 2026Q1: 3,614 shares 3,614 $1.51M 0.05% +467 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 5,588 shares; 2025Q1: 5,702 shares; 2025Q2: 5,976 shares; 2025Q3: 6,458 shares; 2025Q4: 6,436 shares; 2026Q1: 6,423 shares 6,423 $1.48M 0.05% -13 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 4,541 shares; 2025Q1: 5,352 shares; 2025Q2: 5,655 shares; 2025Q3: 6,447 shares; 2025Q4: 7,178 shares; 2026Q1: 8,947 shares 8,947 $1.47M 0.05% +1,769 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: 19,047 shares; 2024Q4: 19,803 shares; 2025Q1: 14,323 shares; 2025Q2: 14,284 shares; 2025Q3: 14,144 shares; 2025Q4: 15,011 shares; 2026Q1: 15,074 shares 15,074 $1.47M 0.05% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 20,743 shares; 2026Q1: 23,738 shares 23,738 $1.45M 0.05% +2,995 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,992 shares; 2024Q4: 36,051 shares; 2025Q1: 32,520 shares; 2025Q2: 34,973 shares; 2025Q3: 33,619 shares; 2025Q4: 32,137 shares; 2026Q1: 31,102 shares 31,102 $1.44M 0.05% -1,035 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,706 shares; 2026Q1: 4,212 shares 4,212 $1.42M 0.04% +2,506 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: 14,754 shares; 2024Q4: 14,153 shares; 2025Q1: 13,352 shares; 2025Q2: 15,061 shares; 2025Q3: 15,683 shares; 2025Q4: 16,280 shares; 2026Q1: 15,591 shares 15,591 $1.41M 0.04% -689 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,363 shares; 2024Q4: 35,990 shares; 2025Q1: 10,753 shares; 2025Q2: 9,251 shares; 2025Q3: 12,212 shares; 2025Q4: 11,876 shares; 2026Q1: 11,650 shares 11,650 $1.38M 0.04% -226 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 4,691 shares; 2025Q4: 4,659 shares; 2026Q1: 4,961 shares 4,961 $1.37M 0.04% +302 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,896 shares; 2025Q1: 12,752 shares; 2025Q2: 4,427 shares; 2025Q3: 5,048 shares; 2025Q4: 5,422 shares; 2026Q1: 6,328 shares 6,328 $1.35M 0.04% +906 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 930 shares; 2025Q1: 921 shares; 2025Q2: 956 shares; 2025Q3: 2,146 shares; 2025Q4: 2,238 shares; 2026Q1: 3,031 shares 3,031 $1.35M 0.04% +793 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: 116,667 shares; 2024Q4: 116,253 shares; 2025Q1: 5,601 shares; 2025Q2: 4,959 shares; 2025Q3: 4,707 shares; 2025Q4: 4,713 shares; 2026Q1: 4,960 shares 4,960 $1.34M 0.04% +247 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 12,134 shares; 2025Q1: 12,009 shares; 2025Q2: 12,563 shares; 2025Q3: 13,766 shares; 2025Q4: 13,535 shares; 2026Q1: 13,894 shares 13,894 $1.34M 0.04% +359 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: 6,212 shares; 2024Q4: 5,964 shares; 2025Q1: 5,786 shares; 2025Q2: 5,819 shares; 2025Q3: 6,143 shares; 2025Q4: 6,482 shares; 2026Q1: 6,227 shares 6,227 $1.34M 0.04% -255 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,381 shares; 2025Q1: 2,360 shares; 2025Q2: 2,768 shares; 2025Q3: 2,829 shares; 2025Q4: 2,514 shares; 2026Q1: 3,114 shares 3,114 $1.32M 0.04% +600 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,022 shares; 2025Q1: 2,028 shares; 2025Q2: 2,051 shares; 2025Q3: 2,419 shares; 2025Q4: 2,941 shares; 2026Q1: 2,855 shares 2,855 $1.32M 0.04% -86 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,199 shares; 2025Q4: 26,199 shares; 2026Q1: 26,199 shares 26,199 $1.32M 0.04% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 6,557 shares; 2025Q3: 8,802 shares; 2025Q4: 7,836 shares; 2026Q1: 9,161 shares 9,161 $1.31M 0.04% +1,325 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: 8,863 shares; 2024Q4: 3,775 shares; 2025Q1: 4,188 shares; 2025Q2: 5,258 shares; 2025Q3: 5,132 shares; 2025Q4: 5,508 shares; 2026Q1: 7,149 shares 7,149 $1.3M 0.04% +1,641 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,861 shares; 2025Q1: 6,446 shares; 2025Q2: 5,991 shares; 2025Q3: 4,491 shares; 2025Q4: 4,577 shares; 2026Q1: 5,131 shares 5,131 $1.28M 0.04% +554 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,813 shares; 2025Q1: 3,703 shares; 2025Q2: 3,579 shares; 2025Q3: 3,321 shares; 2025Q4: 2,883 shares; 2026Q1: 2,684 shares 2,684 $1.27M 0.04% -199 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: 7,287 shares; 2024Q4: 5,623 shares; 2025Q1: 8,325 shares; 2025Q2: 11,130 shares; 2025Q3: 20,432 shares; 2025Q4: 20,346 shares; 2026Q1: 17,644 shares 17,644 $1.27M 0.04% -2,702 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,304 shares; 2025Q1: 7,071 shares; 2025Q2: 17,950 shares; 2025Q3: 37,326 shares; 2025Q4: 36,981 shares; 2026Q1: 26,963 shares 26,963 $1.27M 0.04% -10,018 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: 26,572 shares; 2024Q4: 27,784 shares; 2025Q1: 21,580 shares; 2025Q2: 38,290 shares; 2025Q3: 55,097 shares; 2025Q4: 56,255 shares; 2026Q1: 43,472 shares 43,472 $1.26M 0.04% -12,783 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,607 shares; 2024Q4: 249,169 shares; 2025Q1: 248,646 shares; 2025Q2: 250,900 shares; 2025Q3: 256,176 shares; 2025Q4: 62,981 shares; 2026Q1: 15,081 shares 15,081 $1.23M 0.04% -47,900 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: 28,544 shares; 2024Q4: 28,159 shares; 2025Q1: 22,507 shares; 2025Q2: 22,166 shares; 2025Q3: 22,166 shares; 2025Q4: 22,233 shares; 2026Q1: 21,698 shares 21,698 $1.23M 0.04% -535 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to 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: 95,780 shares; 2026Q1: 82,307 shares 82,307 $1.19M 0.04% -13,473 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: 15,182 shares; 2024Q4: 14,110 shares; 2025Q1: 14,128 shares; 2025Q2: 14,149 shares; 2025Q3: 13,920 shares; 2025Q4: 11,778 shares; 2026Q1: 11,789 shares 11,789 $1.19M 0.04% +11 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: 6,091 shares; 2024Q4: 5,850 shares; 2025Q1: 5,891 shares; 2025Q2: 6,406 shares; 2025Q3: 5,980 shares; 2025Q4: 6,054 shares; 2026Q1: 5,831 shares 5,831 $1.16M 0.04% -223 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: 34,886 shares; 2024Q4: 34,413 shares; 2025Q1: 34,413 shares; 2025Q2: 34,413 shares; 2025Q3: 34,413 shares; 2025Q4: 34,413 shares; 2026Q1: 33,391 shares 33,391 $1.15M 0.04% -1,022 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,518 shares; 2024Q4: 17,923 shares; 2025Q1: 18,230 shares; 2025Q2: 20,146 shares; 2025Q3: 19,987 shares; 2025Q4: 20,339 shares; 2026Q1: 11,182 shares 11,182 $1.14M 0.04% -9,157 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 6,195 shares; 2025Q4: 19,255 shares; 2026Q1: 18,594 shares 18,594 $1.14M 0.04% -661 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,877 shares; 2026Q1: 38,061 shares 38,061 $1.13M 0.04% +31,184 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,586 shares; 2025Q1: 3,563 shares; 2025Q2: 4,304 shares; 2025Q3: 4,042 shares; 2025Q4: 4,252 shares; 2026Q1: 4,238 shares 4,238 $1.13M 0.04% -14 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,118 shares; 2025Q1: 4,142 shares; 2025Q2: 4,429 shares; 2025Q3: 4,775 shares; 2025Q4: 4,923 shares; 2026Q1: 4,887 shares 4,887 $1.13M 0.04% -36 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 16,464 shares; 2025Q1: 20,656 shares; 2025Q2: 24,896 shares; 2025Q3: 21,663 shares; 2025Q4: 23,705 shares; 2026Q1: 23,013 shares 23,013 $1.12M 0.04% -692 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,134 shares; 2024Q4: 107,242 shares; 2025Q1: 2,683 shares; 2025Q2: 2,282 shares; 2025Q3: 2,294 shares; 2025Q4: 2,544 shares; 2026Q1: 3,802 shares 3,802 $1.11M 0.03% +1,258 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,873 shares; 2025Q1: 6,096 shares; 2025Q2: 6,102 shares; 2025Q3: 5,717 shares; 2025Q4: 5,842 shares; 2026Q1: 8,053 shares 8,053 $1.09M 0.03% +2,211 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 7,518 shares; 2025Q1: 7,526 shares; 2025Q2: 7,567 shares; 2025Q3: 7,554 shares; 2025Q4: 7,529 shares; 2026Q1: 7,548 shares 7,548 $1.08M 0.03% +19 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: 77,870 shares; 2024Q4: 82,943 shares; 2025Q1: 82,885 shares; 2025Q2: 85,149 shares; 2025Q3: 86,372 shares; 2025Q4: 33,111 shares; 2026Q1: 30,278 shares 30,278 $1.08M 0.03% -2,833 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,281 shares; 2025Q1: 2,274 shares; 2025Q2: 2,280 shares; 2025Q3: 2,285 shares; 2025Q4: 2,294 shares; 2026Q1: 2,173 shares 2,173 $1.07M 0.03% -121 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,807 shares; 2025Q1: 1,225 shares; 2025Q2: 1,714 shares; 2025Q3: 1,470 shares; 2025Q4: 1,516 shares; 2026Q1: 6,135 shares 6,135 $1.06M 0.03% +4,619 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 6,224 shares; 2025Q1: 5,971 shares; 2025Q2: 5,960 shares; 2025Q3: 5,680 shares; 2025Q4: 4,153 shares; 2026Q1: 4,127 shares 4,127 $1.06M 0.03% -26 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,570 shares 11,570 $1.05M 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,545 shares; 2024Q4: 13,042 shares; 2025Q1: 12,562 shares; 2025Q2: 16,024 shares; 2025Q3: 20,844 shares; 2025Q4: 20,996 shares; 2026Q1: 18,981 shares 18,981 $1.03M 0.03% -2,015 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 3,825 shares; 2025Q1: 3,990 shares; 2025Q2: 4,205 shares; 2025Q3: 3,850 shares; 2025Q4: 4,234 shares; 2026Q1: 8,587 shares 8,587 $1.02M 0.03% +4,353 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,568 shares; 2024Q4: 17,170 shares; 2025Q1: 14,761 shares; 2025Q2: 14,848 shares; 2025Q3: 13,908 shares; 2025Q4: 15,080 shares; 2026Q1: 27,316 shares 27,316 $1.02M 0.03% +12,236 Timeline JGLO 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: 323,122 shares; 2024Q4: 348,858 shares; 2025Q1: 376,446 shares; 2025Q2: 327,209 shares; 2025Q3: 286,676 shares; 2025Q4: 17,667 shares; 2026Q1: 15,574 shares 15,574 $1.02M 0.03% -2,093 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,224 shares; 2025Q1: 14,585 shares; 2025Q2: 18,017 shares; 2025Q3: 19,033 shares; 2025Q4: 9,403 shares; 2026Q1: 10,904 shares 10,904 $1.01M 0.03% +1,501 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,842 shares; 2025Q1: 10,014 shares; 2025Q2: 18,909 shares; 2025Q3: 21,932 shares; 2025Q4: 20,491 shares; 2026Q1: 20,694 shares 20,694 $1M 0.03% +203 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: 4,563 shares; 2024Q4: 13,502 shares; 2025Q1: 13,515 shares; 2025Q2: 15,980 shares; 2025Q3: 28,349 shares; 2025Q4: 29,773 shares; 2026Q1: 32,633 shares 32,633 $1M 0.03% +2,860 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,831 shares; 2024Q4: 9,831 shares; 2025Q1: 9,829 shares; 2025Q2: 9,833 shares; 2025Q3: 9,830 shares; 2025Q4: 9,993 shares; 2026Q1: 10,059 shares 10,059 $1000K 0.03% +66 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,824 shares; 2025Q3: 33,918 shares; 2025Q4: 36,843 shares; 2026Q1: 38,943 shares 38,943 $998K 0.03% +2,100 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,535 shares; 2025Q1: 4,505 shares; 2025Q2: 4,556 shares; 2025Q3: 4,443 shares; 2025Q4: 4,505 shares; 2026Q1: 4,818 shares 4,818 $994K 0.03% +313 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares 3,358 $991K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 12,511 shares; 2025Q1: 12,452 shares; 2025Q2: 12,973 shares; 2025Q3: 12,591 shares; 2025Q4: 13,088 shares; 2026Q1: 16,763 shares 16,763 $985K 0.03% +3,675 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: 7,557 shares; 2024Q4: 6,720 shares; 2025Q1: 6,733 shares; 2025Q2: 6,749 shares; 2025Q3: 6,764 shares; 2025Q4: 6,783 shares; 2026Q1: 6,794 shares 6,794 $983K 0.03% +11 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,213 shares; 2024Q4: 11,988 shares; 2025Q1: 11,811 shares; 2025Q2: 13,108 shares; 2025Q3: 14,743 shares; 2025Q4: 16,232 shares; 2026Q1: 29,150 shares 29,150 $977K 0.03% +12,918 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,147 shares; 2026Q1: 8,309 shares 8,309 $974K 0.03% +4,162 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,198 shares; 2026Q1: 57,866 shares 57,866 $972K 0.03% -332 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,067 shares; 2024Q4: 28,819 shares; 2025Q1: 23,460 shares; 2025Q2: 21,846 shares; 2025Q3: 23,101 shares; 2025Q4: 22,589 shares; 2026Q1: 19,055 shares 19,055 $968K 0.03% -3,534 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: 9,007 shares; 2024Q4: 8,695 shares; 2025Q1: 8,726 shares; 2025Q2: 8,762 shares; 2025Q3: 8,819 shares; 2025Q4: 8,703 shares; 2026Q1: 7,247 shares 7,247 $960K 0.03% -1,456 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,740 shares 17,740 $954K 0.03% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 4,813 shares; 2025Q1: 4,893 shares; 2025Q2: 4,917 shares; 2025Q3: 4,866 shares; 2025Q4: 3,999 shares; 2026Q1: 4,431 shares 4,431 $922K 0.03% +432 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: 6,886 shares; 2025Q3: 12,275 shares; 2025Q4: 11,655 shares; 2026Q1: 9,815 shares 9,815 $919K 0.03% -1,840 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: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,583 shares; 2025Q2: 5,583 shares; 2025Q3: 13,220 shares; 2025Q4: 10,221 shares; 2026Q1: 10,949 shares 10,949 $904K 0.03% +728 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 9,034 shares; 2025Q1: 8,791 shares; 2025Q2: 9,543 shares; 2025Q3: 8,095 shares; 2025Q4: 7,912 shares; 2026Q1: 7,647 shares 7,647 $904K 0.03% -265 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,030 shares; 2025Q2: 4,674 shares; 2025Q3: 4,644 shares; 2025Q4: 3,744 shares; 2026Q1: 3,773 shares 3,773 $899K 0.03% +29 Timeline FIIG 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: 21,234 shares; 2024Q4: 12,298 shares; 2025Q1: 12,432 shares; 2025Q2: 12,569 shares; 2025Q3: 12,667 shares; 2025Q4: 29,761 shares; 2026Q1: 43,250 shares 43,250 $897K 0.03% +13,489 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,820 shares; 2026Q1: 9,576 shares 9,576 $888K 0.03% -244 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: 6,119 shares; 2025Q4: 7,319 shares; 2026Q1: 8,177 shares 8,177 $883K 0.03% +858 Timeline IEV 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: 14,970 shares; 2024Q4: 15,076 shares; 2025Q1: 15,302 shares; 2025Q2: 16,340 shares; 2025Q3: 16,077 shares; 2025Q4: 16,238 shares; 2026Q1: 12,881 shares 12,881 $875K 0.03% -3,357 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,566 shares; 2026Q1: 41,569 shares 41,569 $871K 0.03% +3 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,597 shares; 2025Q1: 2,565 shares; 2025Q2: 3,260 shares; 2025Q3: 4,001 shares; 2025Q4: 4,185 shares; 2026Q1: 5,767 shares 5,767 $870K 0.03% +1,582 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,119 shares; 2024Q4: 26,954 shares; 2025Q1: 28,855 shares; 2025Q2: 28,267 shares; 2025Q3: 30,801 shares; 2025Q4: 31,280 shares; 2026Q1: 31,629 shares 31,629 $861K 0.03% +349 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: 12,672 shares; 2024Q4: 9,162 shares; 2025Q1: 8,268 shares; 2025Q2: 7,506 shares; 2025Q3: 9,353 shares; 2025Q4: 8,403 shares; 2026Q1: 6,027 shares 6,027 $858K 0.03% -2,376 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,165 shares; 2025Q4: 2,946 shares; 2026Q1: 4,055 shares 4,055 $852K 0.03% +1,109 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: 9,272 shares; 2024Q4: 9,279 shares; 2025Q1: 9,227 shares; 2025Q2: 10,038 shares; 2025Q3: 16,279 shares; 2025Q4: 16,898 shares; 2026Q1: 17,213 shares 17,213 $850K 0.03% +315 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,017 shares; 2025Q3: 15,017 shares; 2025Q4: 15,017 shares; 2026Q1: 15,017 shares 15,017 $848K 0.03% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,066 shares; 2025Q1: 8,026 shares; 2025Q2: 7,723 shares; 2025Q3: 8,102 shares; 2025Q4: 7,148 shares; 2026Q1: 7,102 shares 7,102 $848K 0.03% -46 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: 21,960 shares; 2024Q4: 19,936 shares; 2025Q1: 9,955 shares; 2025Q2: 8,661 shares; 2025Q3: 9,547 shares; 2025Q4: 9,696 shares; 2026Q1: 9,058 shares 9,058 $842K 0.03% -638 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares 605 $834K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 16,631 shares; 2025Q1: 14,570 shares; 2025Q2: 16,086 shares; 2025Q3: 16,483 shares; 2025Q4: 15,257 shares; 2026Q1: 14,437 shares 14,437 $832K 0.03% -820 Timeline PCG PG&E CORP More: the full row for PG&E 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: 47,233 shares 47,233 $830K 0.03% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,178 shares; 2024Q4: 126,605 shares; 2025Q1: 113,768 shares; 2025Q2: 81,902 shares; 2025Q3: 55,739 shares; 2025Q4: 9,525 shares; 2026Q1: 8,207 shares 8,207 $827K 0.03% -1,318 Timeline TIP 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: 6,819 shares; 2024Q4: 6,854 shares; 2025Q1: 6,854 shares; 2025Q2: 6,946 shares; 2025Q3: 7,411 shares; 2025Q4: 7,542 shares; 2026Q1: 7,486 shares 7,486 $826K 0.03% -56 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,878 shares; 2024Q4: 19,987 shares; 2025Q1: 19,119 shares; 2025Q2: 18,081 shares; 2025Q3: 18,574 shares; 2025Q4: 17,465 shares; 2026Q1: 13,262 shares 13,262 $820K 0.03% -4,203 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,926 shares; 2025Q2: 9,142 shares; 2025Q3: 9,023 shares; 2025Q4: 9,023 shares; 2026Q1: 8,612 shares 8,612 $812K 0.03% -411 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,768 shares; 2025Q1: 2,889 shares; 2025Q2: 2,883 shares; 2025Q3: 3,520 shares; 2025Q4: 3,560 shares; 2026Q1: 3,849 shares 3,849 $800K 0.03% +289 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,270 shares; 2025Q1: 21,270 shares; 2025Q2: 21,270 shares; 2025Q3: 21,270 shares; 2025Q4: 21,270 shares; 2026Q1: 21,812 shares 21,812 $788K 0.02% +542 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,917 shares; 2024Q4: 132,931 shares; 2025Q1: 12,011 shares; 2025Q2: 8,805 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,913 shares 18,913 $788K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,341 shares; 2025Q1: 2,255 shares; 2025Q2: 3,554 shares; 2025Q3: 6,213 shares; 2025Q4: 6,710 shares; 2026Q1: 5,954 shares 5,954 $781K 0.02% -756 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,632 shares; 2026Q1: 6,146 shares 6,146 $776K 0.02% +4,514 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,698 shares; 2024Q4: 47,811 shares; 2025Q1: 57,581 shares; 2025Q2: 58,858 shares; 2025Q3: 59,527 shares; 2025Q4: 52,962 shares; 2026Q1: 45,035 shares 45,035 $775K 0.02% -7,927 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: 5,553 shares; 2024Q4: 5,212 shares; 2025Q1: 5,092 shares; 2025Q2: 5,051 shares; 2025Q3: 5,149 shares; 2025Q4: 5,119 shares; 2026Q1: 5,104 shares 5,104 $773K 0.02% -15 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,346 shares; 2026Q1: 2,337 shares 2,337 $764K 0.02% -9 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 9,041 shares; 2025Q1: 10,658 shares; 2025Q2: 15,275 shares; 2025Q3: 12,602 shares; 2025Q4: 12,830 shares; 2026Q1: 12,894 shares 12,894 $761K 0.02% +64 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,553 shares; 2025Q2: 8,196 shares; 2025Q3: 10,855 shares; 2025Q4: 11,224 shares; 2026Q1: 10,456 shares 10,456 $761K 0.02% -768 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 7,892 shares; 2026Q1: 8,766 shares 8,766 $760K 0.02% +874 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: 3,242 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,193 shares; 2025Q3: 1,433 shares; 2025Q4: 2,067 shares; 2026Q1: 2,093 shares 2,093 $751K 0.02% +26 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,886 shares; 2025Q1: 8,674 shares; 2025Q2: 8,116 shares; 2025Q3: 7,692 shares; 2025Q4: 9,150 shares; 2026Q1: 9,636 shares 9,636 $743K 0.02% +486 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,386 shares; 2025Q4: 18,208 shares; 2026Q1: 18,208 shares 18,208 $742K 0.02% 0 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,809 shares; 2025Q3: 36,051 shares; 2025Q4: 47,049 shares; 2026Q1: 39,173 shares 39,173 $736K 0.02% -7,876 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 343 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 943 shares 943 $729K 0.02% +614 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: 3,446 shares; 2024Q4: 3,479 shares; 2025Q1: 3,448 shares; 2025Q2: 3,727 shares; 2025Q3: 3,912 shares; 2025Q4: 3,817 shares; 2026Q1: 3,817 shares 3,817 $724K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 1,071 shares; 2025Q1: 1,179 shares; 2025Q2: 1,144 shares; 2025Q3: 905 shares; 2025Q4: 989 shares; 2026Q1: 2,710 shares 2,710 $723K 0.02% +1,721 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 2,508 shares; 2025Q3: 4,908 shares; 2025Q4: 4,920 shares; 2026Q1: 5,462 shares 5,462 $722K 0.02% +542 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,152 shares; 2025Q1: 2,077 shares; 2025Q2: 1,802 shares; 2025Q3: 1,807 shares; 2025Q4: 1,773 shares; 2026Q1: 1,768 shares 1,768 $721K 0.02% -5 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,651 shares; 2025Q4: 11,086 shares; 2026Q1: 11,886 shares 11,886 $702K 0.02% +800 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 1,908 shares; 2025Q4: 1,781 shares; 2026Q1: 5,217 shares 5,217 $687K 0.02% +3,436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 10,747 shares; 2026Q1: 14,955 shares 14,955 $686K 0.02% +4,208 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,348 shares; 2025Q2: not reported; 2025Q3: 5,623 shares; 2025Q4: not reported; 2026Q1: 10,393 shares 10,393 $676K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,926 shares; 2024Q4: 110,855 shares; 2025Q1: 12,259 shares; 2025Q2: 9,652 shares; 2025Q3: 12,262 shares; 2025Q4: 10,250 shares; 2026Q1: 12,760 shares 12,760 $674K 0.02% +2,510 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,287 shares; 2025Q1: 1,267 shares; 2025Q2: 1,261 shares; 2025Q3: 613 shares; 2025Q4: 635 shares; 2026Q1: 776 shares 776 $672K 0.02% +141 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,818 shares; 2025Q1: 8,672 shares; 2025Q2: 8,900 shares; 2025Q3: 9,308 shares; 2025Q4: 8,299 shares; 2026Q1: 7,275 shares 7,275 $670K 0.02% -1,024 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 8,750 shares; 2025Q4: 8,580 shares; 2026Q1: 7,805 shares 7,805 $663K 0.02% -775 Timeline SPTL 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: 24,563 shares; 2024Q4: 40,471 shares; 2025Q1: 38,514 shares; 2025Q2: 33,865 shares; 2025Q3: 30,988 shares; 2025Q4: 28,798 shares; 2026Q1: 25,148 shares 25,148 $661K 0.02% -3,650 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,119 shares; 2024Q4: 32,197 shares; 2025Q1: 30,835 shares; 2025Q2: 31,314 shares; 2025Q3: 22,787 shares; 2025Q4: 26,199 shares; 2026Q1: 16,059 shares 16,059 $659K 0.02% -10,140 Timeline HDV 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: 6,279 shares; 2024Q4: 5,281 shares; 2025Q1: 4,490 shares; 2025Q2: 5,137 shares; 2025Q3: 5,117 shares; 2025Q4: 5,131 shares; 2026Q1: 4,843 shares 4,843 $657K 0.02% -288 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,206 shares 2,206 $654K 0.02% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 663 shares; 2025Q1: 609 shares; 2025Q2: 617 shares; 2025Q3: 618 shares; 2025Q4: 607 shares; 2026Q1: 579 shares 579 $632K 0.02% -28 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,498 shares 31,498 $629K 0.02% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,767 shares; 2025Q3: 11,823 shares; 2025Q4: 11,882 shares; 2026Q1: 12,642 shares 12,642 $626K 0.02% +760 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 9,007 shares 9,007 $623K 0.02% new 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: 3,623 shares; 2024Q4: 3,624 shares; 2025Q1: 3,625 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,628 shares; 2026Q1: 3,422 shares 3,422 $621K 0.02% -206 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,229 shares; 2024Q4: 70,262 shares; 2025Q1: 70,761 shares; 2025Q2: 33,133 shares; 2025Q3: 41,747 shares; 2025Q4: 41,584 shares; 2026Q1: 39,508 shares 39,508 $618K 0.02% -2,076 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,593 shares; 2025Q1: 3,705 shares; 2025Q2: 3,802 shares; 2025Q3: 3,687 shares; 2025Q4: 3,779 shares; 2026Q1: 3,911 shares 3,911 $608K 0.02% +132 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,263 shares; 2024Q4: 26,282 shares; 2025Q1: 22,165 shares; 2025Q2: 22,273 shares; 2025Q3: 22,287 shares; 2025Q4: 22,287 shares; 2026Q1: 22,829 shares 22,829 $604K 0.02% +542 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,216 shares 2,216 $599K 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,584 shares; 2024Q4: 18,584 shares; 2025Q1: 18,584 shares; 2025Q2: 18,714 shares; 2025Q3: 20,029 shares; 2025Q4: 20,157 shares; 2026Q1: 23,145 shares 23,145 $599K 0.02% +2,988 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,981 shares; 2025Q1: 3,859 shares; 2025Q2: 4,820 shares; 2025Q3: 4,971 shares; 2025Q4: 5,688 shares; 2026Q1: 9,498 shares 9,498 $596K 0.02% +3,810 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: 1,509 shares; 2024Q4: 2,260 shares; 2025Q1: 2,289 shares; 2025Q2: 2,303 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 3,684 shares 3,684 $596K 0.02% +1,401 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,945 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares; 2026Q1: 4,870 shares 4,870 $594K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,057 shares; 2025Q1: 3,348 shares; 2025Q2: 4,738 shares; 2025Q3: 5,784 shares; 2025Q4: 5,664 shares; 2026Q1: 5,112 shares 5,112 $592K 0.02% -552 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,701 shares; 2025Q1: 3,701 shares; 2025Q2: 3,729 shares; 2025Q3: 4,422 shares; 2025Q4: 4,257 shares; 2026Q1: 4,341 shares 4,341 $591K 0.02% +84 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 508 shares; 2025Q1: 726 shares; 2025Q2: 856 shares; 2025Q3: 1,123 shares; 2025Q4: 4,206 shares; 2026Q1: 5,605 shares 5,605 $586K 0.02% +1,399 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,025 shares; 2025Q4: 23,335 shares; 2026Q1: 23,335 shares 23,335 $586K 0.02% 0 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: not reported; 2024Q4: 2,872 shares; 2025Q1: 3,298 shares; 2025Q2: 3,928 shares; 2025Q3: 3,503 shares; 2025Q4: 5,103 shares; 2026Q1: 6,106 shares 6,106 $584K 0.02% +1,003 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,646 shares; 2025Q1: 5,329 shares; 2025Q2: 5,025 shares; 2025Q3: 6,152 shares; 2025Q4: 6,317 shares; 2026Q1: 6,465 shares 6,465 $584K 0.02% +148 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,920 shares; 2026Q1: 5,811 shares 5,811 $584K 0.02% -4,109 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: 1,605 shares; 2024Q4: 1,868 shares; 2025Q1: 1,870 shares; 2025Q2: 1,942 shares; 2025Q3: 2,159 shares; 2025Q4: 1,920 shares; 2026Q1: 1,921 shares 1,921 $581K 0.02% +1 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,675 shares; 2025Q1: 3,386 shares; 2025Q2: 3,409 shares; 2025Q3: 3,109 shares; 2025Q4: 2,828 shares; 2026Q1: 3,359 shares 3,359 $580K 0.02% +531 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,644 shares; 2026Q1: 11,102 shares 11,102 $579K 0.02% +3,458 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,895 shares 7,895 $578K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: 13,835 shares; 2025Q1: 13,995 shares; 2025Q2: 15,664 shares; 2025Q3: 7,645 shares; 2025Q4: 2,024 shares; 2026Q1: 3,949 shares 3,949 $571K 0.02% +1,925 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,606 shares; 2025Q1: 7,011 shares; 2025Q2: 7,098 shares; 2025Q3: 5,128 shares; 2025Q4: 5,538 shares; 2026Q1: 8,191 shares 8,191 $567K 0.02% +2,653 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,458 shares; 2025Q1: 9,789 shares; 2025Q2: 7,902 shares; 2025Q3: 11,188 shares; 2025Q4: 11,205 shares; 2026Q1: 12,493 shares 12,493 $565K 0.02% +1,288 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,957 shares 2,957 $563K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $563K 0.02% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,426 shares; 2026Q1: 5,250 shares 5,250 $560K 0.02% -176 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,288 shares; 2025Q4: 6,071 shares; 2026Q1: 6,346 shares 6,346 $559K 0.02% +275 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,948 shares; 2025Q2: 22,340 shares; 2025Q3: 22,707 shares; 2025Q4: 22,620 shares; 2026Q1: 21,773 shares 21,773 $556K 0.02% -847 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,357 shares; 2025Q1: 20,367 shares; 2025Q2: 24,449 shares; 2025Q3: 36,625 shares; 2025Q4: 37,536 shares; 2026Q1: 37,840 shares 37,840 $556K 0.02% +304 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,113 shares; 2025Q1: 8,171 shares; 2025Q2: 8,328 shares; 2025Q3: 7,279 shares; 2025Q4: 7,344 shares; 2026Q1: 6,932 shares 6,932 $555K 0.02% -412 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,543 shares; 2025Q3: 2,426 shares; 2025Q4: 3,051 shares; 2026Q1: 1,986 shares 1,986 $554K 0.02% -1,065 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,459 shares; 2025Q3: 2,606 shares; 2025Q4: 2,660 shares; 2026Q1: 2,968 shares 2,968 $554K 0.02% +308 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,829 shares; 2025Q1: 3,840 shares; 2025Q2: 3,968 shares; 2025Q3: 5,194 shares; 2025Q4: 5,481 shares; 2026Q1: 4,888 shares 4,888 $553K 0.02% -593 Timeline NBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,724 shares 22,724 $552K 0.02% new 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: 15,330 shares; 2024Q4: 12,679 shares; 2025Q1: 13,260 shares; 2025Q2: 13,164 shares; 2025Q3: 13,304 shares; 2025Q4: 14,684 shares; 2026Q1: 11,676 shares 11,676 $549K 0.02% -3,008 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 18,332 shares; 2025Q1: 18,302 shares; 2025Q2: 17,730 shares; 2025Q3: 16,489 shares; 2025Q4: 12,845 shares; 2026Q1: 12,844 shares 12,844 $544K 0.02% -1 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 12,777 shares; 2025Q1: 10,664 shares; 2025Q2: 10,664 shares; 2025Q3: 10,364 shares; 2025Q4: 10,364 shares; 2026Q1: 10,052 shares 10,052 $542K 0.02% -312 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 8,791 shares; 2025Q1: 8,793 shares; 2025Q2: 8,745 shares; 2025Q3: 8,747 shares; 2025Q4: 8,749 shares; 2026Q1: 8,752 shares 8,752 $539K 0.02% +3 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,979 shares; 2024Q4: 19,979 shares; 2025Q1: 19,979 shares; 2025Q2: 19,979 shares; 2025Q3: 19,979 shares; 2025Q4: 19,979 shares; 2026Q1: 20,072 shares 20,072 $538K 0.02% +93 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 7,231 shares; 2025Q1: 6,125 shares; 2025Q2: 8,455 shares; 2025Q3: 11,061 shares; 2025Q4: 10,789 shares; 2026Q1: 11,664 shares 11,664 $536K 0.02% +875 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: 3,485 shares; 2024Q4: 3,353 shares; 2025Q1: 3,357 shares; 2025Q2: 3,561 shares; 2025Q3: 4,237 shares; 2025Q4: 4,269 shares; 2026Q1: 4,282 shares 4,282 $532K 0.02% +13 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,944 shares; 2025Q3: 3,139 shares; 2025Q4: 3,150 shares; 2026Q1: 3,612 shares 3,612 $528K 0.02% +462 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,540 shares; 2026Q1: 4,086 shares 4,086 $522K 0.02% +546 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,266 shares; 2025Q2: 5,898 shares; 2025Q3: 11,835 shares; 2025Q4: 10,335 shares; 2026Q1: 10,335 shares 10,335 $521K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 7,336 shares; 2025Q1: 7,032 shares; 2025Q2: 6,832 shares; 2025Q3: 5,876 shares; 2025Q4: 5,773 shares; 2026Q1: 5,736 shares 5,736 $519K 0.02% -37 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: 12,953 shares; 2024Q4: 11,835 shares; 2025Q1: 11,871 shares; 2025Q2: 11,925 shares; 2025Q3: 12,342 shares; 2025Q4: 12,214 shares; 2026Q1: 12,165 shares 12,165 $518K 0.02% -49 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,292 shares 4,292 $508K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,271 shares; 2025Q4: 1,243 shares; 2026Q1: 1,792 shares 1,792 $506K 0.02% +549 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,760 shares; 2025Q1: 5,427 shares; 2025Q2: 5,766 shares; 2025Q3: 6,308 shares; 2025Q4: 6,234 shares; 2026Q1: 7,049 shares 7,049 $503K 0.02% +815 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,433 shares; 2025Q1: 1,164 shares; 2025Q2: 1,173 shares; 2025Q3: 1,189 shares; 2025Q4: 1,495 shares; 2026Q1: 1,535 shares 1,535 $502K 0.02% +40 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: 1,281 shares 1,281 $502K 0.02% +261 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,802 shares; 2025Q1: 1,804 shares; 2025Q2: 1,805 shares; 2025Q3: 1,807 shares; 2025Q4: 1,809 shares; 2026Q1: 1,922 shares 1,922 $501K 0.02% +113 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,462 shares; 2025Q1: 6,469 shares; 2025Q2: 7,358 shares; 2025Q3: 7,368 shares; 2025Q4: 6,382 shares; 2026Q1: 6,372 shares 6,372 $500K 0.02% -10 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,440 shares; 2026Q1: 2,530 shares 2,530 $500K 0.02% +1,090 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,340 shares; 2024Q4: 11,270 shares; 2025Q1: 7,064 shares; 2025Q2: 5,726 shares; 2025Q3: 6,770 shares; 2025Q4: 8,082 shares; 2026Q1: 9,051 shares 9,051 $500K 0.02% +969 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 995 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 887 shares; 2025Q4: 891 shares; 2026Q1: 951 shares 951 $497K 0.02% +60 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: 2,734 shares; 2024Q4: 2,815 shares; 2025Q1: 2,632 shares; 2025Q2: 2,767 shares; 2025Q3: 2,698 shares; 2025Q4: 2,702 shares; 2026Q1: 4,806 shares 4,806 $491K 0.02% +2,104 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,231 shares; 2025Q1: 8,921 shares; 2025Q2: 4,537 shares; 2025Q3: 4,498 shares; 2025Q4: 4,459 shares; 2026Q1: 4,398 shares 4,398 $490K 0.02% -61 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 13,392 shares; 2025Q1: 14,795 shares; 2025Q2: 12,408 shares; 2025Q3: 10,248 shares; 2025Q4: 9,719 shares; 2026Q1: 9,612 shares 9,612 $486K 0.02% -107 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,212 shares 4,212 $486K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 9,871 shares; 2025Q1: 10,338 shares; 2025Q2: 8,349 shares; 2025Q3: 9,090 shares; 2025Q4: 9,380 shares; 2026Q1: 9,398 shares 9,398 $483K 0.02% +18 Timeline JMOM 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: 8,689 shares; 2024Q4: 8,424 shares; 2025Q1: 8,159 shares; 2025Q2: 7,114 shares; 2025Q3: 7,114 shares; 2025Q4: 7,058 shares; 2026Q1: 7,058 shares 7,058 $479K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: 3,887 shares 3,887 $477K 0.02% +2,140 Timeline VOX 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: 5,147 shares; 2024Q4: 4,825 shares; 2025Q1: 4,769 shares; 2025Q2: 2,987 shares; 2025Q3: 3,294 shares; 2025Q4: 2,928 shares; 2026Q1: 2,642 shares 2,642 $475K 0.01% -286 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,262 shares; 2025Q4: 8,643 shares; 2026Q1: 13,431 shares 13,431 $475K 0.01% +4,788 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 361 shares; 2026Q1: 398 shares 398 $474K 0.01% +37 JPEM 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: 10,198 shares; 2024Q4: 9,802 shares; 2025Q1: 10,165 shares; 2025Q2: 8,054 shares; 2025Q3: 6,493 shares; 2025Q4: 6,571 shares; 2026Q1: 7,614 shares 7,614 $473K 0.01% +1,043 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 2,225 shares 2,225 $471K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares; 2025Q4: 4,508 shares; 2026Q1: 4,813 shares 4,813 $471K 0.01% +305 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,724 shares; 2025Q1: 4,521 shares; 2025Q2: 4,522 shares; 2025Q3: 4,524 shares; 2025Q4: 9,051 shares; 2026Q1: 9,054 shares 9,054 $470K 0.01% +3 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,226 shares; 2025Q3: 87,690 shares; 2025Q4: 88,979 shares; 2026Q1: 5,754 shares 5,754 $470K 0.01% -83,225 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,304 shares 7,304 $468K 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,805 shares; 2024Q4: 18,806 shares; 2025Q1: 18,702 shares; 2025Q2: 19,027 shares; 2025Q3: 19,407 shares; 2025Q4: 19,852 shares; 2026Q1: 23,316 shares 23,316 $467K 0.01% +3,464 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 2,854 shares; 2025Q3: 3,252 shares; 2025Q4: 1,949 shares; 2026Q1: 1,629 shares 1,629 $462K 0.01% -320 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 642 shares; 2026Q1: 1,066 shares 1,066 $461K 0.01% +424 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 8,725 shares; 2025Q4: 10,725 shares; 2026Q1: 23,266 shares 23,266 $460K 0.01% +12,541 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,842 shares; 2025Q1: 2,811 shares; 2025Q2: 2,759 shares; 2025Q3: 2,879 shares; 2025Q4: 2,912 shares; 2026Q1: 3,832 shares 3,832 $458K 0.01% +920 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 8,477 shares 8,477 $457K 0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 5,528 shares; 2025Q3: 6,976 shares; 2025Q4: 6,917 shares; 2026Q1: 4,816 shares 4,816 $456K 0.01% -2,101 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,962 shares 5,962 $454K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 4,162 shares 4,162 $451K 0.01% +1,779 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares 13,495 $449K 0.01% new 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: 26,102 shares; 2024Q4: 24,425 shares; 2025Q1: 22,492 shares; 2025Q2: 20,463 shares; 2025Q3: 15,989 shares; 2025Q4: 14,748 shares; 2026Q1: 15,610 shares 15,610 $448K 0.01% +862 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 11,153 shares 11,153 $448K 0.01% +278 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,722 shares 6,722 $447K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,777 shares; 2024Q4: 4,916 shares; 2025Q1: 4,404 shares; 2025Q2: 7,577 shares; 2025Q3: 7,860 shares; 2025Q4: 7,618 shares; 2026Q1: 6,376 shares 6,376 $445K 0.01% -1,242 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,535 shares; 2025Q1: 4,076 shares; 2025Q2: 3,814 shares; 2025Q3: 5,331 shares; 2025Q4: 5,598 shares; 2026Q1: 5,576 shares 5,576 $442K 0.01% -22 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: 1,320 shares; 2024Q4: 1,353 shares; 2025Q1: 1,462 shares; 2025Q2: 1,916 shares; 2025Q3: 2,025 shares; 2025Q4: 1,869 shares; 2026Q1: 1,416 shares 1,416 $442K 0.01% -453 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,916 shares 5,916 $441K 0.01% new 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: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $439K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,358 shares 1,358 $438K 0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,544 shares; 2025Q1: 3,924 shares; 2025Q2: 8,245 shares; 2025Q3: 8,293 shares; 2025Q4: 4,922 shares; 2026Q1: 4,440 shares 4,440 $437K 0.01% -482 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 1,793 shares; 2025Q1: 3,026 shares; 2025Q2: 2,929 shares; 2025Q3: 1,754 shares; 2025Q4: 1,836 shares; 2026Q1: 1,602 shares 1,602 $436K 0.01% -234 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: not reported; 2025Q3: not reported; 2025Q4: 1,634 shares; 2026Q1: 3,823 shares 3,823 $436K 0.01% +2,189 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 6,652 shares; 2025Q1: 6,823 shares; 2025Q2: 6,827 shares; 2025Q3: 5,665 shares; 2025Q4: 5,677 shares; 2026Q1: 4,824 shares 4,824 $435K 0.01% -853 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $433K 0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,310 shares; 2025Q1: 3,705 shares; 2025Q2: 3,645 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares 3,580 $433K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 2,111 shares; 2025Q3: 2,472 shares; 2025Q4: 2,389 shares; 2026Q1: 2,405 shares 2,405 $433K 0.01% +16 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,726 shares 6,726 $432K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,717 shares 2,717 $430K 0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,139 shares; 2025Q1: 1,076 shares; 2025Q2: 1,128 shares; 2025Q3: 943 shares; 2025Q4: 956 shares; 2026Q1: 1,003 shares 1,003 $428K 0.01% +47 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,853 shares; 2025Q1: 1,779 shares; 2025Q2: 1,876 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,972 shares 1,972 $427K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,953 shares; 2025Q1: 1,902 shares; 2025Q2: 1,910 shares; 2025Q3: 1,892 shares; 2025Q4: 1,899 shares; 2026Q1: 1,900 shares 1,900 $427K 0.01% +1 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 5,790 shares 5,790 $425K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,989 shares 12,989 $425K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,279 shares; 2025Q4: 23,285 shares; 2026Q1: 23,569 shares 23,569 $425K 0.01% +284 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,678 shares; 2025Q1: 1,721 shares; 2025Q2: 2,385 shares; 2025Q3: 2,377 shares; 2025Q4: 2,517 shares; 2026Q1: 2,693 shares 2,693 $423K 0.01% +176 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,099 shares; 2025Q2: 11,099 shares; 2025Q3: 16,984 shares; 2025Q4: 18,140 shares; 2026Q1: 11,763 shares 11,763 $422K 0.01% -6,377 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,247 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,860 shares; 2026Q1: 4,445 shares 4,445 $422K 0.01% +1,585 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: 6,521 shares; 2025Q2: 8,058 shares; 2025Q3: 7,339 shares; 2025Q4: 6,594 shares; 2026Q1: 6,122 shares 6,122 $417K 0.01% -472 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,184 shares; 2025Q2: 8,184 shares; 2025Q3: 8,697 shares; 2025Q4: 8,697 shares; 2026Q1: 8,697 shares 8,697 $415K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,947 shares; 2025Q1: 5,976 shares; 2025Q2: 6,015 shares; 2025Q3: 6,046 shares; 2025Q4: 6,382 shares; 2026Q1: 10,054 shares 10,054 $415K 0.01% +3,672 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,519 shares; 2025Q1: 4,827 shares; 2025Q2: 4,605 shares; 2025Q3: 4,584 shares; 2025Q4: 4,208 shares; 2026Q1: 3,415 shares 3,415 $413K 0.01% -793 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 5,649 shares; 2025Q4: 5,648 shares; 2026Q1: 5,918 shares 5,918 $410K 0.01% +270 Timeline HYG 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: 8,955 shares; 2024Q4: 8,648 shares; 2025Q1: 13,041 shares; 2025Q2: 5,853 shares; 2025Q3: 5,430 shares; 2025Q4: 5,346 shares; 2026Q1: 5,154 shares 5,154 $410K 0.01% -192 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 43,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,423 shares 60,423 $410K 0.01% +423 Timeline KBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,505 shares 16,505 $406K 0.01% new 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: 5,063 shares; 2024Q4: 5,071 shares; 2025Q1: 5,072 shares; 2025Q2: 5,075 shares; 2025Q3: 5,078 shares; 2025Q4: 5,086 shares; 2026Q1: 5,243 shares 5,243 $404K 0.01% +157 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to 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: 3,680 shares 3,680 $404K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,954 shares; 2024Q4: 20,741 shares; 2025Q1: 16,152 shares; 2025Q2: 12,114 shares; 2025Q3: 8,243 shares; 2025Q4: 7,298 shares; 2026Q1: 7,991 shares 7,991 $402K 0.01% +693 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: 7,553 shares; 2026Q1: 7,027 shares 7,027 $400K 0.01% -526 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 5,700 shares; 2025Q4: 8,276 shares; 2026Q1: 9,884 shares 9,884 $400K 0.01% +1,608 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares 1,817 $398K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 9,295 shares; 2025Q1: 9,314 shares; 2025Q2: 9,547 shares; 2025Q3: 8,336 shares; 2025Q4: 6,580 shares; 2026Q1: 5,342 shares 5,342 $398K 0.01% -1,238 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to 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: 2,355 shares 2,355 $397K 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON 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: 1,214 shares 1,214 $395K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $394K 0.01% new Timeline IBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,032 shares 8,032 $391K 0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,264 shares; 2025Q1: 3,267 shares; 2025Q2: 3,281 shares; 2025Q3: 3,289 shares; 2025Q4: 3,281 shares; 2026Q1: 3,066 shares 3,066 $390K 0.01% -215 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,828 shares; 2025Q3: 4,111 shares; 2025Q4: 4,113 shares; 2026Q1: 5,368 shares 5,368 $390K 0.01% +1,255 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,057 shares; 2025Q1: 2,311 shares; 2025Q2: 2,437 shares; 2025Q3: 2,374 shares; 2025Q4: 2,311 shares; 2026Q1: 2,165 shares 2,165 $390K 0.01% -146 Timeline