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: 1,585,661 shares; 2024Q4: 4,872,578 shares; 2025Q1: 4,975,278 shares; 2025Q2: 5,189,527 shares; 2025Q3: 5,087,213 shares; 2025Q4: 5,018,281 shares; 2026Q1: 5,156,506 shares 5,156,506 $158M 18.25% +138,225 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: 1,343,262 shares; 2024Q4: 4,021,769 shares; 2025Q1: 4,164,167 shares; 2025Q2: 5,468,240 shares; 2025Q3: 5,204,886 shares; 2025Q4: 5,037,648 shares; 2026Q1: 5,146,591 shares 5,146,591 $129M 14.9% +108,943 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867,126 shares; 2024Q4: 3,432,708 shares; 2025Q1: 3,543,726 shares; 2025Q2: 3,765,364 shares; 2025Q3: 3,615,280 shares; 2025Q4: 3,482,686 shares; 2026Q1: 3,594,993 shares 3,594,993 $105M 12.08% +112,307 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,921 shares; 2024Q4: 581,893 shares; 2025Q1: 811,832 shares; 2025Q2: 860,852 shares; 2025Q3: 808,880 shares; 2025Q4: 781,091 shares; 2026Q1: 814,372 shares 814,372 $48.2M 5.56% +33,281 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068,588 shares; 2024Q4: 1,111,856 shares; 2025Q1: 1,131,634 shares; 2025Q2: 1,096,694 shares; 2025Q3: 1,116,467 shares; 2025Q4: 1,096,137 shares; 2026Q1: 1,308,197 shares 1,308,197 $38.2M 4.4% +212,060 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,752 shares; 2024Q4: 265,615 shares; 2025Q1: 279,595 shares; 2025Q2: 285,678 shares; 2025Q3: 304,991 shares; 2025Q4: 288,893 shares; 2026Q1: 304,249 shares 304,249 $27M 3.11% +15,356 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,902 shares; 2024Q4: 1,190,679 shares; 2025Q1: 1,232,463 shares; 2025Q2: 1,253,144 shares; 2025Q3: 1,124,630 shares; 2025Q4: 1,086,262 shares; 2026Q1: 1,074,279 shares 1,074,279 $26.6M 3.07% -11,983 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,090 shares; 2024Q4: 69,289 shares; 2025Q1: 69,094 shares; 2025Q2: 69,485 shares; 2025Q3: 69,068 shares; 2025Q4: 66,741 shares; 2026Q1: 68,780 shares 68,780 $17.5M 2.01% +2,039 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621,761 shares; 2024Q4: 642,059 shares; 2025Q1: 776,604 shares; 2025Q2: 819,326 shares; 2025Q3: 790,745 shares; 2025Q4: 758,980 shares; 2026Q1: 380,206 shares 380,206 $17.1M 1.97% -378,774 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,820 shares; 2024Q4: 288,727 shares; 2025Q1: 304,183 shares; 2025Q2: 309,884 shares; 2025Q3: 323,869 shares; 2025Q4: 322,126 shares; 2026Q1: 342,266 shares 342,266 $16.7M 1.93% +20,140 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,429 shares 150,429 $16.6M 1.92% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,003 shares; 2024Q4: 508,015 shares; 2025Q1: 516,443 shares; 2025Q2: 520,697 shares; 2025Q3: 448,924 shares; 2025Q4: 432,499 shares; 2026Q1: 433,129 shares 433,129 $16.6M 1.91% +630 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: 66,657 shares; 2024Q4: 66,990 shares; 2025Q1: 67,958 shares; 2025Q2: 71,653 shares; 2025Q3: 71,656 shares; 2025Q4: 75,870 shares; 2026Q1: 75,730 shares 75,730 $16.3M 1.88% -140 Timeline SCHM 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: 173,022 shares; 2024Q4: 516,278 shares; 2025Q1: 505,859 shares; 2025Q2: 499,560 shares; 2025Q3: 498,440 shares; 2025Q4: 487,054 shares; 2026Q1: 483,483 shares 483,483 $15M 1.73% -3,571 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,773 shares; 2024Q4: 444,827 shares; 2025Q1: 439,415 shares; 2025Q2: 482,914 shares; 2025Q3: 413,659 shares; 2025Q4: 445,699 shares; 2026Q1: 465,370 shares 465,370 $13.5M 1.56% +19,671 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: 19,077 shares; 2024Q4: 24,462 shares; 2025Q1: 24,841 shares; 2025Q2: 23,976 shares; 2025Q3: 23,761 shares; 2025Q4: 23,944 shares; 2026Q1: 24,896 shares 24,896 $9.22M 1.06% +952 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: 39,634 shares; 2024Q4: 41,045 shares; 2025Q1: 40,899 shares; 2025Q2: 41,650 shares; 2025Q3: 31,925 shares; 2025Q4: 32,388 shares; 2026Q1: 31,488 shares 31,488 $6.56M 0.76% -900 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: 17,272 shares; 2024Q4: 18,449 shares; 2025Q1: 20,913 shares; 2025Q2: 24,267 shares; 2025Q3: 23,644 shares; 2025Q4: 22,661 shares; 2026Q1: 24,783 shares 24,783 $4.32M 0.5% +2,122 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,104 shares; 2024Q4: 44,619 shares; 2025Q1: 43,885 shares; 2025Q2: 43,093 shares; 2025Q3: 42,699 shares; 2025Q4: 41,983 shares; 2026Q1: 41,232 shares 41,232 $3.82M 0.44% -751 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: 8,077 shares; 2024Q4: 12,840 shares; 2025Q1: 13,525 shares; 2025Q2: 15,284 shares; 2025Q3: 14,377 shares; 2025Q4: 12,943 shares; 2026Q1: 12,584 shares 12,584 $3.62M 0.42% -359 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: 5,900 shares; 2024Q4: 5,981 shares; 2025Q1: 6,106 shares; 2025Q2: 5,882 shares; 2025Q3: 5,759 shares; 2025Q4: 5,754 shares; 2026Q1: 5,097 shares 5,097 $3.61M 0.42% -657 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: 8,684 shares; 2024Q4: 8,892 shares; 2025Q1: 9,003 shares; 2025Q2: 9,396 shares; 2025Q3: 8,682 shares; 2025Q4: 8,102 shares; 2026Q1: 7,969 shares 7,969 $3.48M 0.4% -133 Timeline TFI 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: 60,649 shares; 2024Q4: 71,995 shares; 2025Q1: 77,981 shares; 2025Q2: 87,759 shares; 2025Q3: 87,964 shares; 2025Q4: 71,379 shares; 2026Q1: 75,094 shares 75,094 $3.4M 0.39% +3,715 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 10,303 shares; 2025Q1: 10,341 shares; 2025Q2: 10,242 shares; 2025Q3: 9,997 shares; 2025Q4: 10,017 shares; 2026Q1: 10,554 shares 10,554 $3.1M 0.36% +537 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 4,161 shares; 2025Q1: 4,138 shares; 2025Q2: 3,597 shares; 2025Q3: 3,367 shares; 2025Q4: 3,432 shares; 2026Q1: 4,741 shares 4,741 $3.1M 0.36% +1,309 Timeline FNDA 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: 42,903 shares; 2024Q4: 85,412 shares; 2025Q1: 89,350 shares; 2025Q2: 89,850 shares; 2025Q3: 89,941 shares; 2025Q4: 97,286 shares; 2026Q1: 93,365 shares 93,365 $3.03M 0.35% -3,921 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: 9,654 shares; 2024Q4: 9,741 shares; 2025Q1: 9,888 shares; 2025Q2: 9,893 shares; 2025Q3: 9,847 shares; 2025Q4: 9,856 shares; 2026Q1: 10,215 shares 10,215 $2.93M 0.34% +359 Timeline JPUS 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: 22,970 shares; 2024Q4: 22,291 shares; 2025Q1: 22,291 shares; 2025Q2: 22,291 shares; 2025Q3: 22,291 shares; 2025Q4: 22,036 shares; 2026Q1: 21,801 shares 21,801 $2.84M 0.33% -235 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: 9,389 shares; 2024Q4: 10,557 shares; 2025Q1: 10,180 shares; 2025Q2: 10,180 shares; 2025Q3: 9,962 shares; 2025Q4: 10,037 shares; 2026Q1: 9,622 shares 9,622 $2.76M 0.32% -415 Timeline FNDB 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: 33,792 shares; 2024Q4: 99,273 shares; 2025Q1: 96,693 shares; 2025Q2: 96,693 shares; 2025Q3: 93,488 shares; 2025Q4: 93,413 shares; 2026Q1: 90,493 shares 90,493 $2.46M 0.28% -2,920 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,309 shares; 2025Q1: 4,309 shares; 2025Q2: 31,185 shares; 2025Q3: 31,299 shares; 2025Q4: 31,331 shares; 2026Q1: 31,331 shares 31,331 $2.29M 0.26% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 17,844 shares; 2025Q1: 18,045 shares; 2025Q2: 18,028 shares; 2025Q3: 17,982 shares; 2025Q4: 17,982 shares; 2026Q1: 18,011 shares 18,011 $2.25M 0.26% +29 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,551 shares; 2024Q4: 23,086 shares; 2025Q1: 23,086 shares; 2025Q2: 23,086 shares; 2025Q3: 22,981 shares; 2025Q4: 22,981 shares; 2026Q1: 22,981 shares 22,981 $2.22M 0.26% 0 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: 6,661 shares; 2024Q4: 7,175 shares; 2025Q1: 7,669 shares; 2025Q2: 7,567 shares; 2025Q3: 6,651 shares; 2025Q4: 6,361 shares; 2026Q1: 6,668 shares 6,668 $2.19M 0.25% +307 Timeline CWI 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: 79,669 shares; 2024Q4: 79,159 shares; 2025Q1: 79,159 shares; 2025Q2: 72,779 shares; 2025Q3: 69,699 shares; 2025Q4: 62,274 shares; 2026Q1: 59,574 shares 59,574 $2.18M 0.25% -2,700 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: 4,268 shares; 2024Q4: 5,220 shares; 2025Q1: 5,275 shares; 2025Q2: 6,513 shares; 2025Q3: 6,726 shares; 2025Q4: 6,068 shares; 2026Q1: 5,853 shares 5,853 $2.18M 0.25% -215 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: 4,548 shares; 2024Q4: 4,554 shares; 2025Q1: 4,548 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares 4,460 $2.11M 0.24% 0 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: 13,341 shares; 2024Q4: 18,460 shares; 2025Q1: 20,107 shares; 2025Q2: 19,976 shares; 2025Q3: 19,203 shares; 2025Q4: 19,389 shares; 2026Q1: 16,975 shares 16,975 $2.11M 0.24% -2,414 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 9,027 shares; 2025Q1: 9,033 shares; 2025Q2: 8,814 shares; 2025Q3: 8,881 shares; 2025Q4: 8,831 shares; 2026Q1: 9,385 shares 9,385 $2.04M 0.24% +554 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,315 shares; 2024Q4: 35,123 shares; 2025Q1: 33,549 shares; 2025Q2: 31,349 shares; 2025Q3: 31,049 shares; 2025Q4: 30,735 shares; 2026Q1: 27,334 shares 27,334 $1.99M 0.23% -3,401 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: 22,061 shares; 2024Q4: 22,310 shares; 2025Q1: 22,451 shares; 2025Q2: 21,941 shares; 2025Q3: 21,449 shares; 2025Q4: 21,420 shares; 2026Q1: 20,535 shares 20,535 $1.98M 0.23% -885 Timeline RSPT 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: 47,220 shares; 2024Q4: 47,220 shares; 2025Q1: 56,365 shares; 2025Q2: 50,565 shares; 2025Q3: 50,565 shares; 2025Q4: 48,945 shares; 2026Q1: 43,550 shares 43,550 $1.97M 0.23% -5,395 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: 8,507 shares; 2024Q4: 10,917 shares; 2025Q1: 11,446 shares; 2025Q2: 11,338 shares; 2025Q3: 10,973 shares; 2025Q4: 10,197 shares; 2026Q1: 11,517 shares 11,517 $1.95M 0.23% +1,320 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: 2,471 shares; 2024Q4: 2,536 shares; 2025Q1: 2,622 shares; 2025Q2: 2,571 shares; 2025Q3: 1,947 shares; 2025Q4: 1,928 shares; 2026Q1: 2,104 shares 2,104 $1.93M 0.22% +176 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 5,907 shares; 2025Q1: 6,070 shares; 2025Q2: 5,947 shares; 2025Q3: 5,696 shares; 2025Q4: 5,690 shares; 2026Q1: 6,090 shares 6,090 $1.84M 0.21% +400 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: 113 shares; 2024Q4: 3,105 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,105 shares; 2025Q4: 3,153 shares; 2026Q1: 4,309 shares 4,309 $1.84M 0.21% +1,156 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: 2,664 shares; 2024Q4: 2,080 shares; 2025Q1: 2,120 shares; 2025Q2: 2,648 shares; 2025Q3: not reported; 2025Q4: 2,758 shares; 2026Q1: 3,179 shares 3,179 $1.83M 0.21% +421 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,851 shares; 2024Q4: 23,286 shares; 2025Q1: 23,286 shares; 2025Q2: 22,476 shares; 2025Q3: 22,476 shares; 2025Q4: 22,476 shares; 2026Q1: 22,476 shares 22,476 $1.69M 0.19% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,502 shares; 2024Q4: 11,912 shares; 2025Q1: 11,920 shares; 2025Q2: 11,799 shares; 2025Q3: 11,668 shares; 2025Q4: 10,911 shares; 2026Q1: 11,314 shares 11,314 $1.63M 0.19% +403 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: 3,106 shares; 2024Q4: 2,659 shares; 2025Q1: 2,708 shares; 2025Q2: 2,667 shares; 2025Q3: 2,677 shares; 2025Q4: 2,686 shares; 2026Q1: 2,718 shares 2,718 $1.62M 0.19% +32 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,474 shares; 2024Q4: 23,896 shares; 2025Q1: 28,203 shares; 2025Q2: 23,977 shares; 2025Q3: 20,016 shares; 2025Q4: 20,879 shares; 2026Q1: 16,035 shares 16,035 $1.61M 0.19% -4,844 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: 4,932 shares; 2024Q4: 4,832 shares; 2025Q1: 4,927 shares; 2025Q2: 4,856 shares; 2025Q3: 4,856 shares; 2025Q4: 5,027 shares; 2026Q1: 4,994 shares 4,994 $1.6M 0.18% -33 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: 5,696 shares; 2024Q4: 8,293 shares; 2025Q1: 8,293 shares; 2025Q2: 8,293 shares; 2025Q3: 8,283 shares; 2025Q4: 6,813 shares; 2026Q1: 6,814 shares 6,814 $1.57M 0.18% +1 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,677 shares; 2024Q4: 90,768 shares; 2025Q1: 89,087 shares; 2025Q2: 85,772 shares; 2025Q3: 85,132 shares; 2025Q4: 80,627 shares; 2026Q1: 72,282 shares 72,282 $1.55M 0.18% -8,345 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,329 shares; 2024Q4: 76,160 shares; 2025Q1: 71,110 shares; 2025Q2: 71,021 shares; 2025Q3: 64,226 shares; 2025Q4: 64,226 shares; 2026Q1: 59,226 shares 59,226 $1.55M 0.18% -5,000 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,408 shares 57,408 $1.51M 0.17% new 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: 36,659 shares; 2024Q4: 73,715 shares; 2025Q1: 66,936 shares; 2025Q2: 57,988 shares; 2025Q3: 56,807 shares; 2025Q4: 61,490 shares; 2026Q1: 63,828 shares 63,828 $1.48M 0.17% +2,338 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: 17,658 shares; 2024Q4: 18,878 shares; 2025Q1: 18,979 shares; 2025Q2: 18,881 shares; 2025Q3: 18,961 shares; 2025Q4: 18,695 shares; 2026Q1: 17,895 shares 17,895 $1.39M 0.16% -800 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: 30,215 shares; 2024Q4: 35,077 shares; 2025Q1: 36,358 shares; 2025Q2: 34,660 shares; 2025Q3: 36,029 shares; 2025Q4: 24,096 shares; 2026Q1: 25,883 shares 25,883 $1.29M 0.15% +1,787 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,895 shares; 2024Q4: 6,895 shares; 2025Q1: 6,895 shares; 2025Q2: 6,945 shares; 2025Q3: 7,205 shares; 2025Q4: 7,204 shares; 2026Q1: 6,229 shares 6,229 $1.28M 0.15% -975 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: 625 shares; 2024Q4: 1,360 shares; 2025Q1: 1,400 shares; 2025Q2: 1,294 shares; 2025Q3: 1,245 shares; 2025Q4: 12,500 shares; 2026Q1: 12,571 shares 12,571 $1.21M 0.14% +71 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: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,253 shares; 2025Q2: 6,253 shares; 2025Q3: 6,238 shares; 2025Q4: 6,238 shares; 2026Q1: 6,275 shares 6,275 $1.2M 0.14% +37 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 5,091 shares; 2025Q1: 5,002 shares; 2025Q2: 4,948 shares; 2025Q3: 4,626 shares; 2025Q4: 4,624 shares; 2026Q1: 4,925 shares 4,925 $1.2M 0.14% +301 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,336 shares; 2025Q1: 1,235 shares; 2025Q2: 1,390 shares; 2025Q3: 1,346 shares; 2025Q4: 1,606 shares; 2026Q1: 2,017 shares 2,017 $1.15M 0.13% +411 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: 14,859 shares; 2024Q4: 44,577 shares; 2025Q1: 44,577 shares; 2025Q2: 44,577 shares; 2025Q3: 44,577 shares; 2025Q4: 44,577 shares; 2026Q1: 44,577 shares 44,577 $1.14M 0.13% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,048 shares; 2024Q4: 32,539 shares; 2025Q1: 24,636 shares; 2025Q2: 24,216 shares; 2025Q3: 22,987 shares; 2025Q4: 23,091 shares; 2026Q1: 22,329 shares 22,329 $1.08M 0.12% -762 Timeline RWO 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: 38,413 shares; 2024Q4: 33,905 shares; 2025Q1: 30,130 shares; 2025Q2: 24,235 shares; 2025Q3: 24,235 shares; 2025Q4: 23,080 shares; 2026Q1: 23,205 shares 23,205 $1.06M 0.12% +125 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: 10,623 shares; 2024Q4: 10,623 shares; 2025Q1: 10,620 shares; 2025Q2: 10,620 shares; 2025Q3: 10,620 shares; 2025Q4: 10,570 shares; 2026Q1: 15,595 shares 15,595 $1.05M 0.12% +5,025 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: 3,551 shares; 2024Q4: 3,510 shares; 2025Q1: 3,494 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 3,584 shares; 2026Q1: 3,606 shares 3,606 $1.02M 0.12% +22 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: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,874 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,832 shares 2,832 $957K 0.11% -24 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: 4,670 shares; 2024Q4: 13,502 shares; 2025Q1: 12,899 shares; 2025Q2: 12,440 shares; 2025Q3: 24,532 shares; 2025Q4: 29,124 shares; 2026Q1: 30,705 shares 30,705 $936K 0.11% +1,581 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 19,756 shares; 2025Q1: 16,578 shares; 2025Q2: 14,378 shares; 2025Q3: 9,578 shares; 2025Q4: 7,821 shares; 2026Q1: 6,639 shares 6,639 $928K 0.11% -1,182 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 2,921 shares; 2025Q1: 2,947 shares; 2025Q2: 3,211 shares; 2025Q3: 3,437 shares; 2025Q4: 3,314 shares; 2026Q1: 3,377 shares 3,377 $914K 0.11% +63 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: 9,150 shares; 2024Q4: 10,463 shares; 2025Q1: 12,393 shares; 2025Q2: 12,307 shares; 2025Q3: 12,165 shares; 2025Q4: 11,967 shares; 2026Q1: 11,955 shares 11,955 $909K 0.1% -12 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: 6,428 shares; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,575 shares; 2025Q3: 6,045 shares; 2025Q4: 6,045 shares; 2026Q1: 6,070 shares 6,070 $886K 0.1% +25 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: 9,046 shares; 2024Q4: 9,112 shares; 2025Q1: 8,914 shares; 2025Q2: 8,871 shares; 2025Q3: 8,808 shares; 2025Q4: 8,810 shares; 2026Q1: 9,361 shares 9,361 $869K 0.1% +551 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: 13,162 shares; 2024Q4: 13,162 shares; 2025Q1: 11,482 shares; 2025Q2: 12,487 shares; 2025Q3: 11,102 shares; 2025Q4: 11,102 shares; 2026Q1: 10,712 shares 10,712 $849K 0.1% -390 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: 15,116 shares; 2024Q4: 13,616 shares; 2025Q1: 12,616 shares; 2025Q2: 11,541 shares; 2025Q3: 12,256 shares; 2025Q4: 11,761 shares; 2026Q1: 11,792 shares 11,792 $848K 0.1% +31 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: 16,170 shares; 2024Q4: 16,870 shares; 2025Q1: 17,713 shares; 2025Q2: 16,900 shares; 2025Q3: 17,136 shares; 2025Q4: 15,456 shares; 2026Q1: 17,172 shares 17,172 $837K 0.1% +1,716 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: 852 shares; 2024Q4: 866 shares; 2025Q1: 916 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 931 shares; 2026Q1: 933 shares 933 $814K 0.09% +2 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: 912 shares; 2024Q4: 788 shares; 2025Q1: 796 shares; 2025Q2: 785 shares; 2025Q3: 976 shares; 2025Q4: 1,220 shares; 2026Q1: 1,247 shares 1,247 $811K 0.09% +27 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: 930 shares; 2024Q4: 1,690 shares; 2025Q1: 2,260 shares; 2025Q2: 2,125 shares; 2025Q3: 1,930 shares; 2025Q4: 2,053 shares; 2026Q1: 2,538 shares 2,538 $785K 0.09% +485 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,867 shares; 2024Q4: 26,340 shares; 2025Q1: 26,249 shares; 2025Q2: 26,227 shares; 2025Q3: 26,227 shares; 2025Q4: 23,488 shares; 2026Q1: 23,334 shares 23,334 $769K 0.09% -154 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,998 shares; 2024Q4: 9,998 shares; 2025Q1: 9,998 shares; 2025Q2: 16,757 shares; 2025Q3: 16,757 shares; 2025Q4: 16,757 shares; 2026Q1: 16,757 shares 16,757 $763K 0.09% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,073 shares; 2025Q1: 2,073 shares; 2025Q2: 2,073 shares; 2025Q3: 2,081 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares 1,981 $760K 0.09% 0 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: 12,263 shares; 2024Q4: 12,523 shares; 2025Q1: 12,127 shares; 2025Q2: 11,797 shares; 2025Q3: 11,639 shares; 2025Q4: 11,603 shares; 2026Q1: 11,368 shares 11,368 $750K 0.09% -235 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: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares 7,625 $728K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 3,295 shares; 2025Q1: 3,520 shares; 2025Q2: 3,572 shares; 2025Q3: 3,250 shares; 2025Q4: 2,701 shares; 2026Q1: 3,420 shares 3,420 $708K 0.08% +719 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 1,191 shares; 2025Q1: 1,196 shares; 2025Q2: 1,753 shares; 2025Q3: 1,742 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares 1,734 $706K 0.08% 0 Timeline FEGE 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: 6,214 shares; 2025Q3: 8,770 shares; 2025Q4: 10,460 shares; 2026Q1: 14,970 shares 14,970 $704K 0.08% +4,510 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: 4,783 shares; 2024Q4: 4,200 shares; 2025Q1: 3,821 shares; 2025Q2: 3,736 shares; 2025Q3: 3,577 shares; 2025Q4: 3,578 shares; 2026Q1: 4,231 shares 4,231 $700K 0.08% +653 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,495 shares; 2025Q1: 1,574 shares; 2025Q2: 1,495 shares; 2025Q3: 1,491 shares; 2025Q4: 1,491 shares; 2026Q1: 1,298 shares 1,298 $698K 0.08% -193 Timeline RSPH 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: 18,795 shares; 2024Q4: 18,795 shares; 2025Q1: 21,645 shares; 2025Q2: 21,645 shares; 2025Q3: 23,195 shares; 2025Q4: 23,115 shares; 2026Q1: 23,115 shares 23,115 $698K 0.08% 0 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: 4,794 shares; 2024Q4: 4,870 shares; 2025Q1: 4,870 shares; 2025Q2: 4,835 shares; 2025Q3: 4,796 shares; 2025Q4: 5,000 shares; 2026Q1: 5,203 shares 5,203 $681K 0.08% +203 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,438 shares; 2025Q4: 3,521 shares; 2026Q1: 3,241 shares 3,241 $672K 0.08% -280 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: 5,836 shares; 2024Q4: 5,836 shares; 2025Q1: 5,842 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 4,469 shares; 2026Q1: 4,529 shares 4,529 $671K 0.08% +60 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: 2,122 shares; 2024Q4: 4,183 shares; 2025Q1: 4,628 shares; 2025Q2: 4,229 shares; 2025Q3: not reported; 2025Q4: 3,293 shares; 2026Q1: 3,444 shares 3,444 $664K 0.08% +151 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: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,761 shares; 2025Q2: 2,852 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares; 2026Q1: 1,540 shares 1,540 $663K 0.08% -2,171 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: 4,222 shares; 2024Q4: 6,448 shares; 2025Q1: 6,315 shares; 2025Q2: 6,378 shares; 2025Q3: 6,474 shares; 2025Q4: 5,788 shares; 2026Q1: 5,426 shares 5,426 $653K 0.08% -362 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: 4,671 shares; 2024Q4: 5,163 shares; 2025Q1: 6,298 shares; 2025Q2: 5,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,445 shares; 2026Q1: 4,314 shares 4,314 $631K 0.07% -131 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: 1,060 shares; 2024Q4: 4,019 shares; 2025Q1: 4,292 shares; 2025Q2: 4,113 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares; 2026Q1: 4,215 shares 4,215 $620K 0.07% 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: not reported; 2024Q4: 5,106 shares; 2025Q1: 5,106 shares; 2025Q2: 5,106 shares; 2025Q3: 5,106 shares; 2025Q4: 5,106 shares; 2026Q1: 5,106 shares 5,106 $618K 0.07% 0 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: 8,121 shares; 2024Q4: 7,487 shares; 2025Q1: 7,343 shares; 2025Q2: 7,163 shares; 2025Q3: 7,031 shares; 2025Q4: 7,001 shares; 2026Q1: 6,767 shares 6,767 $612K 0.07% -234 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 6,515 shares; 2025Q1: 5,710 shares; 2025Q2: 5,510 shares; 2025Q3: 5,503 shares; 2025Q4: 5,482 shares; 2026Q1: 5,900 shares 5,900 $606K 0.07% +418 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,256 shares; 2025Q1: 6,255 shares; 2025Q2: 6,255 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 4,865 shares 4,865 $594K 0.07% -875 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,469 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,308 shares; 2025Q4: 2,309 shares; 2026Q1: 2,281 shares 2,281 $580K 0.07% -28 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: 10,707 shares; 2024Q4: 10,689 shares; 2025Q1: 10,657 shares; 2025Q2: 10,382 shares; 2025Q3: 9,638 shares; 2025Q4: 9,576 shares; 2026Q1: 9,136 shares 9,136 $559K 0.06% -440 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: 6,879 shares; 2024Q4: 6,879 shares; 2025Q1: 8,340 shares; 2025Q2: 8,493 shares; 2025Q3: 8,493 shares; 2025Q4: 8,493 shares; 2026Q1: 8,455 shares 8,455 $542K 0.06% -38 Timeline JPIN 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: 10,673 shares; 2024Q4: 9,116 shares; 2025Q1: 8,831 shares; 2025Q2: 7,585 shares; 2025Q3: 7,585 shares; 2025Q4: 7,585 shares; 2026Q1: 7,585 shares 7,585 $540K 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 2,171 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,173 shares 2,173 $530K 0.06% +1 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 6,144 shares 6,144 $529K 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 2,861 shares; 2025Q3: 2,867 shares; 2025Q4: 2,080 shares; 2026Q1: 2,153 shares 2,153 $522K 0.06% +73 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: 1,713 shares; 2024Q4: 5,576 shares; 2025Q1: 5,542 shares; 2025Q2: 5,499 shares; 2025Q3: 5,487 shares; 2025Q4: 5,486 shares; 2026Q1: 5,417 shares 5,417 $522K 0.06% -69 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: 7,648 shares; 2024Q4: 6,896 shares; 2025Q1: 6,897 shares; 2025Q2: 6,897 shares; 2025Q3: 6,933 shares; 2025Q4: 6,933 shares; 2026Q1: 6,405 shares 6,405 $510K 0.06% -528 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: 12,915 shares; 2024Q4: 12,915 shares; 2025Q1: 12,915 shares; 2025Q2: 12,915 shares; 2025Q3: 12,941 shares; 2025Q4: 12,941 shares; 2026Q1: 12,951 shares 12,951 $490K 0.06% +10 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: 5,303 shares; 2024Q4: 4,635 shares; 2025Q1: 4,585 shares; 2025Q2: 4,533 shares; 2025Q3: 4,356 shares; 2025Q4: 4,356 shares; 2026Q1: 4,242 shares 4,242 $488K 0.06% -114 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,670 shares; 2024Q4: 11,686 shares; 2025Q1: 7,535 shares; 2025Q2: 24,943 shares; 2025Q3: 22,839 shares; 2025Q4: 21,239 shares; 2026Q1: 21,239 shares 21,239 $483K 0.06% 0 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 1,064 shares; 2026Q1: 3,558 shares 3,558 $473K 0.05% +2,494 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,940 shares; 2025Q1: 3,067 shares; 2025Q2: 2,885 shares; 2025Q3: 3,025 shares; 2025Q4: 2,429 shares; 2026Q1: 3,043 shares 3,043 $473K 0.05% +614 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 2,860 shares; 2025Q3: 3,180 shares; 2025Q4: 4,503 shares; 2026Q1: 7,166 shares 7,166 $471K 0.05% +2,663 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,166 shares; 2025Q4: 1,176 shares; 2026Q1: 1,205 shares 1,205 $470K 0.05% +29 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: 850 shares; 2024Q4: 5,426 shares; 2025Q1: 2,656 shares; 2025Q2: 2,640 shares; 2025Q3: 2,646 shares; 2025Q4: 1,971 shares; 2026Q1: 1,978 shares 1,978 $467K 0.05% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,258 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,287 shares 1,287 $453K 0.05% +4 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: 5,012 shares; 2024Q4: 5,012 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,164 shares; 2025Q4: 5,195 shares; 2026Q1: 5,107 shares 5,107 $450K 0.05% -88 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: 7,069 shares; 2024Q4: 7,110 shares; 2025Q1: 7,119 shares; 2025Q2: 7,389 shares; 2025Q3: 6,809 shares; 2025Q4: 6,696 shares; 2026Q1: 6,697 shares 6,697 $445K 0.05% +1 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: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,525 shares; 2025Q2: 2,725 shares; 2025Q3: 2,745 shares; 2025Q4: 1,965 shares; 2026Q1: 1,645 shares 1,645 $431K 0.05% -320 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: 5,600 shares; 2024Q4: 5,370 shares; 2025Q1: 5,560 shares; 2025Q2: 5,460 shares; 2025Q3: not reported; 2025Q4: 5,234 shares; 2026Q1: 5,234 shares 5,234 $428K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,210 shares; 2025Q3: 1,216 shares; 2025Q4: 1,201 shares; 2026Q1: 1,353 shares 1,353 $409K 0.05% +152 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: 598 shares; 2024Q4: 685 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 676 shares; 2025Q4: 652 shares; 2026Q1: 675 shares 675 $408K 0.05% +23 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: 469 shares; 2024Q4: 1,343 shares; 2025Q1: 1,662 shares; 2025Q2: 1,702 shares; 2025Q3: 1,742 shares; 2025Q4: 1,765 shares; 2026Q1: 1,997 shares 1,997 $406K 0.05% +232 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,166 shares; 2025Q3: 5,466 shares; 2025Q4: 5,199 shares; 2026Q1: 5,199 shares 5,199 $403K 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 467 shares; 2025Q1: 506 shares; 2025Q2: 441 shares; 2025Q3: 491 shares; 2025Q4: 485 shares; 2026Q1: 399 shares 399 $398K 0.05% -86 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 4,880 shares; 2025Q1: 5,216 shares; 2025Q2: 4,301 shares; 2025Q3: 3,965 shares; 2025Q4: 3,963 shares; 2026Q1: 4,212 shares 4,212 $396K 0.05% +249 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: 125 shares; 2024Q4: 135 shares; 2025Q1: 343 shares; 2025Q2: 1,644 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 2,132 shares 2,132 $389K 0.04% +687 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: 744 shares; 2024Q4: 789 shares; 2025Q1: 844 shares; 2025Q2: 780 shares; 2025Q3: 788 shares; 2025Q4: 724 shares; 2026Q1: 759 shares 759 $379K 0.04% +35 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares 2,490 $377K 0.04% 0 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: 8,833 shares; 2024Q4: 8,928 shares; 2025Q1: 8,947 shares; 2025Q2: 8,942 shares; 2025Q3: 9,136 shares; 2025Q4: 8,143 shares; 2026Q1: 8,110 shares 8,110 $373K 0.04% -33 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: 1,365 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,747 shares; 2025Q4: 1,383 shares; 2026Q1: 1,365 shares 1,365 $372K 0.04% -18 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: 7,722 shares; 2024Q4: 9,128 shares; 2025Q1: 7,887 shares; 2025Q2: 8,384 shares; 2025Q3: 6,166 shares; 2025Q4: 6,166 shares; 2026Q1: 8,359 shares 8,359 $369K 0.04% +2,193 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,000 shares 1,000 $363K 0.04% -200 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: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,277 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,597 shares 3,597 $349K 0.04% +500 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: 1,064 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,054 shares; 2025Q3: 866 shares; 2025Q4: 644 shares; 2026Q1: 603 shares 603 $340K 0.04% -41 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 12,351 shares; 2025Q1: 11,467 shares; 2025Q2: 11,268 shares; 2025Q3: 11,638 shares; 2025Q4: 11,039 shares; 2026Q1: 11,715 shares 11,715 $340K 0.04% +676 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: 91 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 673 shares; 2026Q1: 723 shares 723 $335K 0.04% +50 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: 3,488 shares; 2024Q4: 3,610 shares; 2025Q1: 3,565 shares; 2025Q2: 3,566 shares; 2025Q3: 3,596 shares; 2025Q4: 3,597 shares; 2026Q1: 3,598 shares 3,598 $333K 0.04% +1 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: 2,006 shares; 2024Q4: 2,015 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 1,956 shares; 2026Q1: 1,824 shares 1,824 $332K 0.04% -132 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,163 shares; 2024Q4: 7,163 shares; 2025Q1: 7,163 shares; 2025Q2: 7,163 shares; 2025Q3: 7,163 shares; 2025Q4: 7,163 shares; 2026Q1: 7,163 shares 7,163 $332K 0.04% 0 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: 1,669 shares; 2024Q4: 1,602 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,655 shares; 2025Q4: 1,656 shares; 2026Q1: 1,705 shares 1,705 $331K 0.04% +49 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,734 shares 1,734 $329K 0.04% +74 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $321K 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 6,648 shares; 2025Q1: 6,648 shares; 2025Q2: 6,628 shares; 2025Q3: 6,628 shares; 2025Q4: 6,628 shares; 2026Q1: 6,939 shares 6,939 $314K 0.04% +311 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: 594 shares; 2024Q4: 762 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 787 shares; 2025Q4: 781 shares; 2026Q1: 861 shares 861 $308K 0.04% +80 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 1,700 shares 1,700 $298K 0.03% new 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: 106 shares; 2024Q4: 581 shares; 2025Q1: 740 shares; 2025Q2: 694 shares; 2025Q3: 696 shares; 2025Q4: 537 shares; 2026Q1: 606 shares 606 $298K 0.03% +69 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: 500 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 2,168 shares 2,168 $295K 0.03% +402 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 235 shares; 2025Q4: 224 shares; 2026Q1: 221 shares 221 $292K 0.03% -3 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,364 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,335 shares 3,335 $287K 0.03% 0 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: 568 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,601 shares; 2025Q3: 2,300 shares; 2025Q4: 1,582 shares; 2026Q1: 1,660 shares 1,660 $286K 0.03% +78 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 857 shares; 2025Q2: 1,840 shares; 2025Q3: 1,818 shares; 2025Q4: 1,821 shares; 2026Q1: 1,318 shares 1,318 $286K 0.03% -503 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 4,992 shares; 2025Q1: 3,831 shares; 2025Q2: 3,826 shares; 2025Q3: 4,028 shares; 2025Q4: 3,231 shares; 2026Q1: 3,240 shares 3,240 $285K 0.03% +9 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $279K 0.03% 0 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 118 shares; 2025Q4: 7,803 shares; 2026Q1: 6,443 shares 6,443 $274K 0.03% -1,360 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: 760 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 788 shares 788 $270K 0.03% +38 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: 371 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $268K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,323 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 1,529 shares; 2025Q4: 1,538 shares; 2026Q1: 1,475 shares 1,475 $268K 0.03% -63 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: 1,022 shares; 2024Q4: 1,039 shares; 2025Q1: 1,056 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,053 shares; 2026Q1: 1,108 shares 1,108 $250K 0.03% +55 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,191 shares; 2024Q4: 40,516 shares; 2025Q1: 40,516 shares; 2025Q2: 43,191 shares; 2025Q3: 5,473 shares; 2025Q4: 5,473 shares; 2026Q1: 6,066 shares 6,066 $248K 0.03% +593 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: 159 shares; 2024Q4: 212 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 292 shares 292 $247K 0.03% +56 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: 1,773 shares; 2024Q4: 1,851 shares; 2025Q1: 1,917 shares; 2025Q2: 1,884 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares 1,914 $246K 0.03% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $244K 0.03% 0 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: 248 shares; 2024Q4: 254 shares; 2025Q1: 660 shares; 2025Q2: 1,808 shares; 2025Q3: 2,072 shares; 2025Q4: 2,211 shares; 2026Q1: 1,227 shares 1,227 $241K 0.03% -984 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,625 shares; 2025Q3: 5,080 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares 5,080 $237K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 2,574 shares; 2025Q1: 2,576 shares; 2025Q2: 2,631 shares; 2025Q3: 2,482 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares 2,410 $237K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 5,490 shares; 2025Q1: 5,317 shares; 2025Q2: 5,148 shares; 2025Q3: 5,545 shares; 2025Q4: 5,295 shares; 2026Q1: 4,710 shares 4,710 $236K 0.03% -585 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: 1,637 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,640 shares; 2026Q1: 1,794 shares 1,794 $235K 0.03% +154 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: 738 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 780 shares; 2025Q4: 796 shares; 2026Q1: 801 shares 801 $230K 0.03% +5 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: 3,183 shares; 2024Q4: 3,183 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares; 2026Q1: 3,058 shares 3,058 $230K 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,563 shares; 2025Q1: 1,077 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,109 shares; 2026Q1: 1,095 shares 1,095 $228K 0.03% -14 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: 2,918 shares; 2024Q4: 2,918 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 4,084 shares; 2026Q1: 4,194 shares 4,194 $227K 0.03% +110 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 18,005 shares; 2025Q1: 8,855 shares; 2025Q2: 8,855 shares; 2025Q3: 8,855 shares; 2025Q4: 8,855 shares; 2026Q1: 8,855 shares 8,855 $222K 0.03% 0 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: 502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares 1,449 $221K 0.03% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 6,976 shares; 2025Q1: 5,385 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares 4,715 $220K 0.03% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares 1,104 $216K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,441 shares; 2025Q1: 1,339 shares; 2025Q2: 1,301 shares; 2025Q3: 1,237 shares; 2025Q4: 1,247 shares; 2026Q1: 887 shares 887 $215K 0.02% -360 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: 49 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $211K 0.02% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares 4,520 $207K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 2,216 shares; 2025Q1: 1,910 shares; 2025Q2: 1,610 shares; 2025Q3: 1,960 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares 1,970 $204K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 825 shares; 2025Q1: 830 shares; 2025Q2: 820 shares; 2025Q3: 800 shares; 2025Q4: 545 shares; 2026Q1: 653 shares 653 $203K 0.02% +108 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 2,588 shares; 2025Q1: 9,635 shares; 2025Q2: 10,165 shares; 2025Q3: 10,803 shares; 2025Q4: 18,430 shares; 2026Q1: 5,242 shares 5,242 $201K 0.02% -13,188 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,729 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 2,830 shares 2,830 $199K 0.02% -820 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,082 shares; 2026Q1: 5,082 shares 5,082 $199K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $197K 0.02% 0 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: 1,966 shares; 2024Q4: 1,956 shares; 2025Q1: 1,963 shares; 2025Q2: 1,915 shares; 2025Q3: not reported; 2025Q4: 1,445 shares; 2026Q1: 1,603 shares 1,603 $194K 0.02% +158 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,770 shares; 2025Q1: 3,180 shares; 2025Q2: 1,595 shares; 2025Q3: 1,573 shares; 2025Q4: 1,573 shares; 2026Q1: 1,120 shares 1,120 $194K 0.02% -453 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: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 4,731 shares; 2025Q3: 4,731 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares 1,346 $192K 0.02% 0 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: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 8,686 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares; 2025Q4: 5,554 shares; 2026Q1: 3,781 shares 3,781 $191K 0.02% -1,773 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: 1,559 shares; 2024Q4: 1,559 shares; 2025Q1: 3,444 shares; 2025Q2: 3,394 shares; 2025Q3: 3,394 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares 3,840 $190K 0.02% 0 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: 2,035 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,204 shares 1,204 $189K 0.02% +1 Timeline DJD 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: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,139 shares 3,139 $188K 0.02% -121 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: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 2,840 shares; 2026Q1: 1,905 shares 1,905 $187K 0.02% -935 Timeline FTC 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: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares 1,209 $186K 0.02% 0 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: 464 shares; 2024Q4: 544 shares; 2025Q1: 549 shares; 2025Q2: 540 shares; 2025Q3: 535 shares; 2025Q4: 527 shares; 2026Q1: 514 shares 514 $183K 0.02% -13 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 54 shares; 2026Q1: 104 shares 104 $180K 0.02% +50 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $180K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $177K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 787 shares; 2025Q1: 966 shares; 2025Q2: 787 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 1,070 shares 1,070 $176K 0.02% +263 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: 3,341 shares; 2024Q4: 3,024 shares; 2025Q1: 3,595 shares; 2025Q2: 3,569 shares; 2025Q3: 3,569 shares; 2025Q4: 2,947 shares; 2026Q1: 2,005 shares 2,005 $174K 0.02% -942 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: 775 shares; 2024Q4: 946 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 1,087 shares 1,087 $174K 0.02% +232 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,396 shares; 2025Q1: 2,321 shares; 2025Q2: 2,351 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 1,390 shares 1,390 $171K 0.02% -925 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares 2,074 $170K 0.02% 0 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: 6,163 shares; 2024Q4: 9,347 shares; 2025Q1: 8,654 shares; 2025Q2: 8,986 shares; 2025Q3: 9,098 shares; 2025Q4: 5,575 shares; 2026Q1: 6,011 shares 6,011 $169K 0.02% +436 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,083 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 810 shares 810 $169K 0.02% -225 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: 640 shares; 2024Q4: 647 shares; 2025Q1: 650 shares; 2025Q2: 652 shares; 2025Q3: 650 shares; 2025Q4: 653 shares; 2026Q1: 698 shares 698 $162K 0.02% +45 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: 310 shares; 2025Q2: 305 shares; 2025Q3: 616 shares; 2025Q4: 305 shares; 2026Q1: 2,076 shares 2,076 $159K 0.02% +1,771 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 4,452 shares; 2025Q1: 2,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,595 shares 1,595 $158K 0.02% +45 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares 2,041 $158K 0.02% 0 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: 2,893 shares; 2024Q4: 2,923 shares; 2025Q1: 2,724 shares; 2025Q2: 2,632 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares; 2026Q1: 2,503 shares 2,503 $155K 0.02% -100 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: 546 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 558 shares; 2025Q3: 565 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $154K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 2,885 shares; 2026Q1: 2,785 shares 2,785 $147K 0.02% -100 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: 1,350 shares; 2024Q4: 1,510 shares; 2025Q1: 1,310 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 2,775 shares; 2026Q1: 2,115 shares 2,115 $144K 0.02% -660 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 722 shares 722 $143K 0.02% +22 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,136 shares 1,136 $141K 0.02% +109 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $140K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 1,271 shares; 2025Q2: 1,071 shares; 2025Q3: 669 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $139K 0.02% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,270 shares; 2024Q4: 6,270 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares 6,270 $138K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $135K 0.02% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 1,165 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 355 shares 355 $135K 0.02% -550 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,603 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,378 shares 1,378 $133K 0.02% -222 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,054 shares; 2025Q4: 1,854 shares; 2026Q1: 1,054 shares 1,054 $132K 0.02% -800 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,230 shares 1,230 $130K 0.02% -225 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,467 shares; 2025Q1: 4,287 shares; 2025Q2: 4,287 shares; 2025Q3: 4,287 shares; 2025Q4: 3,762 shares; 2026Q1: 3,563 shares 3,563 $129K 0.01% -199 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $129K 0.01% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 2,395 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 1,800 shares 1,800 $129K 0.01% -747 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: not reported; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,000 shares; 2025Q4: 666 shares; 2026Q1: 740 shares 740 $128K 0.01% +74 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: 1,462 shares; 2024Q4: 1,471 shares; 2025Q1: 1,462 shares; 2025Q2: 1,444 shares; 2025Q3: 1,344 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares 1,244 $127K 0.01% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,450 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,114 shares 1,114 $126K 0.01% -61 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 1,349 shares 1,349 $126K 0.01% +400 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,718 shares; 2025Q3: 3,031 shares; 2025Q4: 2,188 shares; 2026Q1: 2,139 shares 2,139 $125K 0.01% -49 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $123K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 3,963 shares; 2025Q1: 3,815 shares; 2025Q2: 3,833 shares; 2025Q3: 3,843 shares; 2025Q4: 1,321 shares; 2026Q1: 1,306 shares 1,306 $123K 0.01% -15 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,421 shares 1,421 $123K 0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,000 shares; 2025Q2: 2,848 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares 1,635 $122K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $122K 0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 290 shares; 2025Q1: 390 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 490 shares; 2026Q1: 595 shares 595 $122K 0.01% +105 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $122K 0.01% 0 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: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 2,275 shares; 2025Q4: 2,280 shares; 2026Q1: 2,309 shares 2,309 $122K 0.01% +29 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: 1,317 shares; 2024Q4: 1,606 shares; 2025Q1: 1,838 shares; 2025Q2: 1,638 shares; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares; 2026Q1: 1,628 shares 1,628 $121K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 995 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $121K 0.01% 0 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: 479 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 898 shares; 2025Q4: 958 shares; 2026Q1: 746 shares 746 $120K 0.01% -212 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 558 shares 558 $119K 0.01% +304 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: 2,240 shares; 2024Q4: 2,279 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,090 shares 2,090 $118K 0.01% -150 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,052 shares; 2025Q1: 3,052 shares; 2025Q2: 3,052 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares; 2026Q1: 3,052 shares 3,052 $115K 0.01% 0 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: 238 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 268 shares 268 $114K 0.01% +30 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $111K 0.01% 0 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $111K 0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $110K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $109K 0.01% new 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: 235 shares; 2024Q4: 240 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: 198 shares 198 $109K 0.01% -57 Timeline CBZ CBIZ INC More: the full row for CBIZ 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: 4,000 shares 4,000 $107K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares 3,460 $104K 0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065 $102K 0.01% 0 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: 910 shares; 2024Q4: 1,136 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,194 shares 1,194 $102K 0.01% +84 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: 2,073 shares; 2024Q4: 1,851 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,914 shares; 2025Q4: 1,883 shares; 2026Q1: 1,923 shares 1,923 $102K 0.01% +40 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 860 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $101K 0.01% 0 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: not reported; 2024Q4: 17 shares; 2025Q1: 317 shares; 2025Q2: 437 shares; 2025Q3: 442 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $100K 0.01% 0 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $99.4K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 638 shares 638 $99K 0.01% -93 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,251 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $98.4K 0.01% 0 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: 785 shares; 2024Q4: 948 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $96.8K 0.01% 0 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: 410 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 293 shares 293 $95.8K 0.01% -120 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: 1,950 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,375 shares; 2025Q3: 2,632 shares; 2025Q4: 1,857 shares; 2026Q1: 1,757 shares 1,757 $95.1K 0.01% -100 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,820 shares; 2025Q1: 1,821 shares; 2025Q2: 1,821 shares; 2025Q3: 1,922 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares 1,923 $94.2K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 169 shares; 2025Q1: 214 shares; 2025Q2: 169 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 204 shares 204 $94K 0.01% +50 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $94K 0.01% 0 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: 42 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 90 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 276 shares 276 $93.3K 0.01% +163 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: 671 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 706 shares 706 $92.5K 0.01% +35 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $92K 0.01% 0 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: 239 shares; 2024Q4: 269 shares; 2025Q1: 729 shares; 2025Q2: 460 shares; 2025Q3: 461 shares; 2025Q4: 462 shares; 2026Q1: 1,027 shares 1,027 $92K 0.01% +565 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares 3,775 $91.5K 0.01% 0 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: 1,484 shares; 2024Q4: 1,384 shares; 2025Q1: 1,470 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 4,735 shares 4,735 $91.4K 0.01% +2,465 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,665 shares 2,665 $91.4K 0.01% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $91.2K 0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $90.9K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 407 shares; 2025Q4: 367 shares; 2026Q1: 433 shares 433 $90.5K 0.01% +66 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,230 shares 1,230 $89.5K 0.01% +230 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: 503 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 1,169 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 5,715 shares 5,715 $89.4K 0.01% +4,682 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 496 shares 496 $89.3K 0.01% +19 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares 3,830 $89.1K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,730 shares; 2024Q4: 15,930 shares; 2025Q1: 15,640 shares; 2025Q2: 12,840 shares; 2025Q3: 11,840 shares; 2025Q4: 11,374 shares; 2026Q1: 8,624 shares 8,624 $88.8K 0.01% -2,750 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 185 shares; 2025Q4: 2 shares; 2026Q1: 1,636 shares 1,636 $87K 0.01% +1,634 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 59 shares 59 $86.9K 0.01% +2 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 2,662 shares 2,662 $85.5K 0.01% +2,581 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,732 shares 3,732 $85.5K 0.01% new 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 138 shares 138 $85.1K 0.01% +125 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 212 shares 212 $84.1K 0.01% -46 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $83.7K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 5,971 shares; 2025Q1: 5,945 shares; 2025Q2: 6,445 shares; 2025Q3: 6,445 shares; 2025Q4: 6,430 shares; 2026Q1: 3,680 shares 3,680 $83.5K 0.01% -2,750 Timeline RWR 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $83.3K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 1,252 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 459 shares 459 $82.4K 0.01% +9 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 882 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 836 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $82.4K 0.01% 0 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: 96 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 196 shares 196 $81.7K 0.01% +40 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $80.3K 0.01% 0 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: 670 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $79.5K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $79.2K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 818 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $79K 0.01% 0 Timeline IDEV 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: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 940 shares 940 $78.6K 0.01% +155 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $78K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 630 shares; 2025Q4: 689 shares; 2026Q1: 689 shares 689 $77.9K 0.01% 0 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: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $77.2K 0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $76.7K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 500 shares; 2025Q1: 2,200 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: 1,444 shares 1,444 $76.2K 0.01% -1,700 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 362 shares; 2026Q1: 1,091 shares 1,091 $76.1K 0.01% +729 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $75.8K 0.01% new 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: 85 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $75.7K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $75.5K 0.01% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares 2,136 $74.8K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $74.5K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,466 shares; 2025Q1: 1,504 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,536 shares; 2026Q1: 1,536 shares 1,536 $74.2K 0.01% 0 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: 750 shares; 2024Q4: 753 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $73.8K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 73 shares; 2026Q1: 671 shares 671 $73.6K 0.01% +598 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: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,748 shares; 2026Q1: 2,748 shares 2,748 $72.7K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $72.4K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,061 shares; 2025Q1: 1,043 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 1,028 shares; 2026Q1: 998 shares 998 $71K 0.01% -30 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: 25 shares; 2024Q4: 124 shares; 2025Q1: 254 shares; 2025Q2: 229 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 339 shares 339 $70.5K 0.01% +92 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares 1,540 $70.3K 0.01% new 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: 1,500 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,104 shares 1,104 $70.2K 0.01% -150 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares 639 $70.2K 0.01% 0 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 2,853 shares; 2025Q4: 2,193 shares; 2026Q1: 1,882 shares 1,882 $70K 0.01% -311 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: 1,600 shares; 2024Q4: 1,306 shares; 2025Q1: 1,258 shares; 2025Q2: 1,257 shares; 2025Q3: 1,130 shares; 2025Q4: 951 shares; 2026Q1: 952 shares 952 $68.4K 0.01% +1 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: 2,352 shares; 2024Q4: 2,866 shares; 2025Q1: 2,611 shares; 2025Q2: 1,944 shares; 2025Q3: 1,478 shares; 2025Q4: 1,210 shares; 2026Q1: 1,100 shares 1,100 $66.7K 0.01% -110 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,000 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $66.5K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 594 shares 594 $65.2K 0.01% -100 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: 713 shares; 2024Q4: 713 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 779 shares; 2026Q1: 713 shares 713 $64.5K 0.01% -66 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: 789 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 678 shares; 2026Q1: 1,096 shares 1,096 $63.2K 0.01% +418 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,161 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,636 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares 1,963 $61.8K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $61.8K 0.01% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,240 shares; 2025Q1: 840 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 550 shares 550 $61.8K 0.01% -90 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: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $61.7K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 1,900 shares; 2025Q2: 1,800 shares; 2025Q3: 1,700 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $59.9K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 225 shares 225 $59.7K 0.01% -25 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 310 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $59.7K 0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 288 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $59.6K 0.01% 0 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: 327 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 183 shares 183 $59.5K 0.01% +16 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,029 shares; 2024Q4: 4,939 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,133 shares; 2025Q4: 4,482 shares; 2026Q1: 5,137 shares 5,137 $59.3K 0.01% +655 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: 1,664 shares; 2024Q4: 1,669 shares; 2025Q1: 1,672 shares; 2025Q2: 863 shares; 2025Q3: 865 shares; 2025Q4: 868 shares; 2026Q1: 868 shares 868 $58.9K 0.01% 0 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: 274 shares; 2024Q4: 2,120 shares; 2025Q1: 2,110 shares; 2025Q2: 2,077 shares; 2025Q3: 357 shares; 2025Q4: 180 shares; 2026Q1: 296 shares 296 $58.7K 0.01% +116 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,113 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 632 shares 632 $58.3K 0.01% +107 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 812 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $58.3K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 630 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 630 shares 630 $58.2K 0.01% +45 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: not reported; 2024Q4: 2,727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $57.9K 0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $57.8K 0.01% 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: 202 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 485 shares 485 $56.2K 0.01% +281 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,461 shares; 2025Q1: 3,161 shares; 2025Q2: 4,126 shares; 2025Q3: 3,926 shares; 2025Q4: 2,166 shares; 2026Q1: 1,866 shares 1,866 $55.5K 0.01% -300 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: 724 shares; 2024Q4: 778 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $55.3K 0.01% 0 Timeline IYE 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: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares 849 $55K 0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $55K 0.01% 0 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: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $54.9K 0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $54.7K 0.01% 0 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: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $54.5K 0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $53.1K 0.01% 0 Timeline JETS 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: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $52.7K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,446 shares; 2025Q1: 3,515 shares; 2025Q2: 3,587 shares; 2025Q3: 3,654 shares; 2025Q4: 3,724 shares; 2026Q1: 3,801 shares 3,801 $52.4K 0.01% +77 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 170 shares 170 $51.7K 0.01% +88 Timeline IWY 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: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $51.5K 0.01% 0 Timeline ICSH 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: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $51.3K 0.01% 0 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 667 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927 $51.2K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690 $50.8K 0.01% 0 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 1,076 shares; 2026Q1: 1,086 shares 1,086 $49.8K 0.01% +10 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares 468 $49.7K 0.01% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares 1,019 $49.4K 0.01% 0 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: 22 shares; 2024Q4: 127 shares; 2025Q1: 122 shares; 2025Q2: 132 shares; 2025Q3: 146 shares; 2025Q4: 46 shares; 2026Q1: 72 shares 72 $49.1K 0.01% +26 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $49.1K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 262 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 332 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $49K 0.01% 0 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: 593 shares; 2024Q4: 200 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $48.2K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 252 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 288 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $47.5K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 150 shares 150 $47.1K 0.01% -115 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: 238 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $47K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 925 shares 925 $47K 0.01% new Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248 $46.4K 0.01% 0 Timeline QABA 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: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $45.7K 0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $45.7K 0.01% 0 Timeline USHY 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,074 shares; 2026Q1: 1,203 shares 1,203 $44.3K 0.01% +129 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 686 shares; 2025Q1: 687 shares; 2025Q2: 607 shares; 2025Q3: 693 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $44.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $43.6K 0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 274 shares 274 $43.5K 0.01% +40 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 497 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $43.5K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 637 shares 637 $42.9K <0.01% -13 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 474 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $42.7K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 59 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $41.5K <0.01% 0 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: 530 shares; 2024Q4: 880 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 670 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $41.2K <0.01% 0 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: 170 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 495 shares; 2025Q4: 645 shares; 2026Q1: 907 shares 907 $41K <0.01% +262 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 4,730 shares; 2025Q1: 4,830 shares; 2025Q2: 4,932 shares; 2025Q3: 4,531 shares; 2025Q4: 4,628 shares; 2026Q1: 4,727 shares 4,727 $40.9K <0.01% +99 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: 1,581 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 896 shares; 2026Q1: 368 shares 368 $40.8K <0.01% -528 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $40.8K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $40.7K <0.01% 0 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,750 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $40.3K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,107 shares; 2025Q1: 2,100 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $40.1K <0.01% 0 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: 471 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 129 shares; 2025Q3: 261 shares; 2025Q4: 100 shares; 2026Q1: 549 shares 549 $40K <0.01% +449 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: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 983 shares; 2026Q1: 983 shares 983 $39.8K <0.01% 0 Timeline IHE 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $39K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 164 shares 164 $39K <0.01% +11 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 126 shares; 2025Q3: 190 shares; 2025Q4: 270 shares; 2026Q1: 465 shares 465 $38.5K <0.01% +195 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: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $38.1K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 497 shares; 2025Q1: 498 shares; 2025Q2: 469 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 582 shares 582 $37.8K <0.01% +275 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: 180 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $37.2K <0.01% 0 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: 38 shares; 2024Q4: 738 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 751 shares; 2025Q4: 21 shares; 2026Q1: 75 shares 75 $37.2K <0.01% +54 Timeline FNY 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: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $36.6K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares 1,653 $36.5K <0.01% 0 Timeline HYZD 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: 10,323 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares 1,656 $36.4K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares; 2026Q1: 2,119 shares 2,119 $36.3K <0.01% 0 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: not reported; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 178 shares 178 $36.2K <0.01% +53 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $35.7K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 181 shares 181 $35.5K <0.01% +56 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $34.9K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $34.6K <0.01% 0 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: 130 shares; 2024Q4: 284 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 245 shares 245 $34.1K <0.01% -67 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: 310 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $34.1K <0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $34.1K <0.01% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $34K <0.01% 0 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: 469 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $33.9K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $33.9K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $33.8K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 345 shares; 2026Q1: 334 shares 334 $33.5K <0.01% -11 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: 35 shares; 2025Q1: 131 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 250 shares 250 $33K <0.01% +154 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: 824 shares; 2024Q4: 641 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 524 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $32.9K <0.01% 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $32.8K <0.01% 0 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: 249 shares; 2024Q4: 277 shares; 2025Q1: 278 shares; 2025Q2: 277 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $32.6K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $32.5K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 70 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $32.4K <0.01% 0 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: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $32.4K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 106 shares; 2026Q1: 274 shares 274 $32.2K <0.01% +168 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 745 shares; 2025Q1: 565 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $32K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,575 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $31.9K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 30 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 73 shares 73 $31.7K <0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares 490 $31.3K <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 36 shares 36 $31.2K <0.01% +8 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,200 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 700 shares; 2026Q1: 600 shares 600 $31.1K <0.01% -100 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 1,167 shares 1,167 $30.6K <0.01% +319 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: 150 shares; 2024Q4: 168 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 258 shares 258 $30.5K <0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $30.3K <0.01% 0 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: 50 shares; 2024Q4: 59 shares; 2025Q1: 115 shares; 2025Q2: 111 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 70 shares 70 $30.3K <0.01% +30 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $30.2K <0.01% 0 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $30.1K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $29.6K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $29.5K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355 shares 355 $29.4K <0.01% new 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: 90 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $28.9K <0.01% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 980 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares 1,926 $28.8K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $28.7K <0.01% 0 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: 18 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 144 shares 144 $28.5K <0.01% +126 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 144 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $28.5K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $28.5K <0.01% 0 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: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 303 shares 303 $28.1K <0.01% +213 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: 416 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 238 shares; 2025Q3: 216 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $27.4K <0.01% 0 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: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares 216 $27.3K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 138 shares; 2025Q1: 167 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $27.3K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $27.2K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $26.8K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $26.8K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $26.6K <0.01% 0 Timeline SPPP 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: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $26.4K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 1,228 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 879 shares 879 $26.4K <0.01% -345 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $26K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 125 shares; 2025Q3: 128 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $26K <0.01% 0 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: 80 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 117 shares; 2025Q3: 118 shares; 2025Q4: 423 shares; 2026Q1: 425 shares 425 $26K <0.01% +2 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $26K <0.01% 0 Timeline FTXN 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $25.7K <0.01% 0 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares 1,522 $25.3K <0.01% 0 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: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 86 shares 86 $25.1K <0.01% +51 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $24.9K <0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $24.7K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $24.7K <0.01% 0 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $24.4K <0.01% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $24.1K <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: 45 shares; 2024Q4: 53 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $23.9K <0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 244 shares 244 $23.7K <0.01% +23 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 416 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $23.7K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 170 shares 170 $23.7K <0.01% -130 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 350 shares 350 $23.7K <0.01% +150 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 331 shares 331 $23.5K <0.01% -250 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: 255 shares; 2024Q4: 266 shares; 2025Q1: 344 shares; 2025Q2: 266 shares; 2025Q3: 259 shares; 2025Q4: 255 shares; 2026Q1: 70 shares 70 $23K <0.01% -185 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 316 shares 316 $23K <0.01% +228 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares 285 $23K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 305 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $22.6K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares 561 $22.6K <0.01% 0 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $22.5K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 3,044 shares; 2025Q1: 3,089 shares; 2025Q2: 3,139 shares; 2025Q3: 3,139 shares; 2025Q4: 2,719 shares; 2026Q1: 2,759 shares 2,759 $22.5K <0.01% +40 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $22.4K <0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $22.4K <0.01% 0 Timeline IBLC 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 124 shares; 2025Q2: 265 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 614 shares 614 $22.4K <0.01% +21 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204 shares; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 105 shares 105 $22.4K <0.01% +11 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 233 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $22.3K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $22.2K <0.01% 0 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,420 shares; 2025Q2: 500 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 200 shares 200 $21.9K <0.01% -190 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES 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: 741 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $21.8K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $21.7K <0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $21.5K <0.01% 0 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: 299 shares; 2024Q4: 620 shares; 2025Q1: 599 shares; 2025Q2: 567 shares; 2025Q3: 334 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $21.4K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $21.4K <0.01% 0 Timeline