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; 2022Q2: restricted; 2022Q3: 37,224 shares; 2022Q4: 42,070 shares; 2023Q1: 38,919 shares; 2023Q2: 61,398 shares; 2023Q3: 72,413 shares; 2023Q4: 83,010 shares; 2024Q1: 82,324 shares 82,324 $36.6M 7.32% -686 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 321,202 shares; 2022Q4: 225,933 shares; 2023Q1: 206,866 shares; 2023Q2: 231,904 shares; 2023Q3: 275,081 shares; 2023Q4: 387,005 shares; 2024Q1: 393,072 shares 393,072 $15.1M 3.03% +6,067 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 72,214 shares; 2024Q1: 76,369 shares 76,369 $13.4M 2.68% +4,155 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 107,271 shares; 2024Q1: 113,002 shares 113,002 $12.4M 2.49% +5,731 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 179,309 shares; 2022Q4: 93,277 shares; 2023Q1: 93,194 shares; 2023Q2: 56,504 shares; 2023Q3: 57,203 shares; 2023Q4: 69,379 shares; 2024Q1: 70,860 shares 70,860 $12.2M 2.43% +1,481 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 18,440 shares; 2022Q4: 19,914 shares; 2023Q1: 16,714 shares; 2023Q2: 19,181 shares; 2023Q3: 20,202 shares; 2023Q4: 22,338 shares; 2024Q1: 22,773 shares 22,773 $12M 2.4% +435 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 659,032 shares; 2022Q4: 562,149 shares; 2023Q1: 559,044 shares; 2023Q2: 567,357 shares; 2023Q3: 583,668 shares; 2023Q4: 294,047 shares; 2024Q1: 278,405 shares 278,405 $11.8M 2.36% -15,642 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; 2022Q2: restricted; 2022Q3: 14,996 shares; 2022Q4: 14,975 shares; 2023Q1: 17,254 shares; 2023Q2: 21,137 shares; 2023Q3: 20,117 shares; 2023Q4: 18,767 shares; 2024Q1: 19,263 shares 19,263 $10.1M 2.02% +496 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; 2022Q2: restricted; 2022Q3: 39,415 shares; 2022Q4: 42,955 shares; 2023Q1: 29,101 shares; 2023Q2: 48,400 shares; 2023Q3: 48,141 shares; 2023Q4: 61,377 shares; 2024Q1: 59,139 shares 59,139 $9.63M 1.93% -2,238 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 26,129 shares; 2022Q4: 18,848 shares; 2023Q1: 20,106 shares; 2023Q2: 9,739 shares; 2023Q3: 9,892 shares; 2023Q4: 9,296 shares; 2024Q1: 8,887 shares 8,887 $8.03M 1.61% -409 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; 2022Q2: restricted; 2022Q3: 21,798 shares; 2022Q4: 18,940 shares; 2023Q1: 17,573 shares; 2023Q2: 14,847 shares; 2023Q3: 14,506 shares; 2023Q4: 15,969 shares; 2024Q1: 15,020 shares 15,020 $7.88M 1.58% -949 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 219,402 shares; 2024Q1: 280,415 shares 280,415 $7.84M 1.57% +61,013 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 151,501 shares; 2022Q4: 137,174 shares; 2023Q1: 132,616 shares; 2023Q2: 135,489 shares; 2023Q3: 150,796 shares; 2023Q4: 144,885 shares; 2024Q1: 136,597 shares 136,597 $7.67M 1.54% -8,288 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,602 shares; 2022Q4: 24,754 shares; 2023Q1: 45,732 shares; 2023Q2: 60,902 shares; 2023Q3: 87,487 shares; 2023Q4: 92,608 shares; 2024Q1: 87,987 shares 87,987 $7.54M 1.51% -4,621 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 53,299 shares; 2022Q4: 37,683 shares; 2023Q1: 38,245 shares; 2023Q2: 16,872 shares; 2023Q3: 16,692 shares; 2023Q4: 16,638 shares; 2024Q1: 17,160 shares 17,160 $7.22M 1.45% +522 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; 2022Q2: restricted; 2022Q3: 236,800 shares; 2022Q4: 167,770 shares; 2023Q1: 268,329 shares; 2023Q2: 285,334 shares; 2023Q3: 294,019 shares; 2023Q4: 94,005 shares; 2024Q1: 96,805 shares 96,805 $7.08M 1.42% +2,800 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 258,803 shares; 2022Q4: 236,536 shares; 2023Q1: 231,483 shares; 2023Q2: 214,311 shares; 2023Q3: 194,672 shares; 2023Q4: 168,752 shares; 2024Q1: 158,910 shares 158,910 $6.93M 1.39% -9,842 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 83,769 shares; 2023Q1: 96,664 shares; 2023Q2: 100,175 shares; 2023Q3: 101,447 shares; 2023Q4: 93,810 shares; 2024Q1: 98,355 shares 98,355 $6.62M 1.33% +4,545 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,325 shares; 2023Q1: 309 shares; 2023Q2: 1,305 shares; 2023Q3: not reported; 2023Q4: 39,885 shares; 2024Q1: 42,250 shares 42,250 $6.24M 1.25% +2,365 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 31,565 shares; 2022Q4: 61,360 shares; 2023Q1: 64,174 shares; 2023Q2: 80,004 shares; 2023Q3: 93,447 shares; 2023Q4: 114,792 shares; 2024Q1: 133,089 shares 133,089 $6.21M 1.24% +18,297 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 94,536 shares; 2022Q4: 89,421 shares; 2023Q1: 78,046 shares; 2023Q2: 67,805 shares; 2023Q3: 66,039 shares; 2023Q4: 65,867 shares; 2024Q1: 57,483 shares 57,483 $5.2M 1.04% -8,384 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; 2022Q2: restricted; 2022Q3: 19,106 shares; 2022Q4: 17,687 shares; 2023Q1: 7,700 shares; 2023Q2: 15,651 shares; 2023Q3: 14,829 shares; 2023Q4: 14,675 shares; 2024Q1: 14,585 shares 14,585 $5.02M 1.01% -90 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 21,217 shares; 2022Q4: 44,768 shares; 2023Q1: 49,186 shares; 2023Q2: 64,425 shares; 2023Q3: 73,778 shares; 2023Q4: 99,502 shares; 2024Q1: 92,128 shares 92,128 $4.62M 0.92% -7,374 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,917 shares; 2022Q4: 12,022 shares; 2023Q1: 5,034 shares; 2023Q2: 9,260 shares; 2023Q3: 8,214 shares; 2023Q4: 8,456 shares; 2024Q1: 40,538 shares 40,538 $4.48M 0.9% +32,082 Timeline LGOV 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 195,792 shares; 2024Q1: 208,219 shares 208,219 $4.45M 0.89% +12,427 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; 2022Q2: restricted; 2022Q3: 9,440 shares; 2022Q4: 16,240 shares; 2023Q1: 18,174 shares; 2023Q2: 18,624 shares; 2023Q3: 18,894 shares; 2023Q4: 23,424 shares; 2024Q1: 23,261 shares 23,261 $4.25M 0.85% -163 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; 2022Q2: restricted; 2022Q3: 7,930 shares; 2022Q4: 15,467 shares; 2023Q1: 17,086 shares; 2023Q2: 24,536 shares; 2023Q3: 28,790 shares; 2023Q4: 40,428 shares; 2024Q1: 47,663 shares 47,663 $4.13M 0.83% +7,235 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,561 shares; 2022Q4: 31,095 shares; 2023Q1: 33,473 shares; 2023Q2: 40,748 shares; 2023Q3: 49,782 shares; 2023Q4: 60,864 shares; 2024Q1: 71,204 shares 71,204 $4.12M 0.83% +10,340 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; 2022Q2: restricted; 2022Q3: 35,597 shares; 2022Q4: 62,260 shares; 2023Q1: 65,947 shares; 2023Q2: 24,335 shares; 2023Q3: 25,393 shares; 2023Q4: 24,083 shares; 2024Q1: 22,771 shares 22,771 $4.11M 0.82% -1,312 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; 2022Q2: restricted; 2022Q3: 33,680 shares; 2022Q4: 31,109 shares; 2023Q1: 24,942 shares; 2023Q2: 20,762 shares; 2023Q3: 15,777 shares; 2023Q4: 9,876 shares; 2024Q1: 8,284 shares 8,284 $3.98M 0.8% -1,592 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,664 shares; 2022Q4: 23,985 shares; 2023Q1: 27,215 shares; 2023Q2: 29,463 shares; 2023Q3: 31,615 shares; 2023Q4: 40,543 shares; 2024Q1: 36,688 shares 36,688 $3.48M 0.7% -3,855 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,981 shares; 2023Q1: 3,981 shares; 2023Q2: 4,439 shares; 2023Q3: not reported; 2023Q4: 6,619 shares; 2024Q1: 97,038 shares 97,038 $3.38M 0.68% +90,419 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; 2022Q2: restricted; 2022Q3: 22,477 shares; 2022Q4: 19,149 shares; 2023Q1: 10,428 shares; 2023Q2: 16,031 shares; 2023Q3: 14,877 shares; 2023Q4: 14,594 shares; 2024Q1: 12,657 shares 12,657 $3.29M 0.66% -1,937 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,513 shares; 2022Q4: 5,276 shares; 2023Q1: 3,860 shares; 2023Q2: 8,627 shares; 2023Q3: 10,115 shares; 2023Q4: 29,965 shares; 2024Q1: 33,317 shares 33,317 $3.15M 0.63% +3,352 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; 2022Q2: restricted; 2022Q3: 74,679 shares; 2022Q4: 68,425 shares; 2023Q1: 11,699 shares; 2023Q2: 68,067 shares; 2023Q3: 64,565 shares; 2023Q4: 64,007 shares; 2024Q1: 61,509 shares 61,509 $3.09M 0.62% -2,498 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 114,532 shares; 2024Q1: 134,174 shares 134,174 $3.02M 0.61% +19,642 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,312 shares; 2023Q1: not reported; 2023Q2: 1,626 shares; 2023Q3: 11,669 shares; 2023Q4: 47,837 shares; 2024Q1: 57,959 shares 57,959 $2.94M 0.59% +10,122 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,363 shares; 2022Q4: 8,879 shares; 2023Q1: 9,699 shares; 2023Q2: 12,021 shares; 2023Q3: 14,154 shares; 2023Q4: 17,043 shares; 2024Q1: 18,909 shares 18,909 $2.74M 0.55% +1,866 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 37,758 shares; 2022Q4: 26,075 shares; 2023Q1: 26,074 shares; 2023Q2: 14,749 shares; 2023Q3: 15,056 shares; 2023Q4: 15,549 shares; 2024Q1: 17,283 shares 17,283 $2.73M 0.55% +1,734 Timeline SPGM 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; 2022Q2: restricted; 2022Q3: 15,124 shares; 2022Q4: 30,377 shares; 2023Q1: 35,122 shares; 2023Q2: 37,625 shares; 2023Q3: 37,745 shares; 2023Q4: 48,176 shares; 2024Q1: 40,949 shares 40,949 $2.44M 0.49% -7,227 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 24,323 shares; 2022Q4: 18,706 shares; 2023Q1: 9,806 shares; 2023Q2: 14,671 shares; 2023Q3: 11,959 shares; 2023Q4: 14,928 shares; 2024Q1: 14,232 shares 14,232 $2.34M 0.47% -696 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,789 shares; 2022Q4: 10,831 shares; 2023Q1: 4,678 shares; 2023Q2: 9,163 shares; 2023Q3: 8,522 shares; 2023Q4: 8,322 shares; 2024Q1: 36,327 shares 36,327 $2.21M 0.44% +28,005 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; 2022Q2: restricted; 2022Q3: 7,144 shares; 2022Q4: 5,617 shares; 2023Q1: 5,762 shares; 2023Q2: 2,711 shares; 2023Q3: 2,827 shares; 2023Q4: 2,818 shares; 2024Q1: 3,008 shares 3,008 $2.2M 0.44% +190 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,498 shares; 2022Q4: not reported; 2023Q1: 4,842 shares; 2023Q2: 4,267 shares; 2023Q3: 4,388 shares; 2023Q4: 4,251 shares; 2024Q1: 5,178 shares 5,178 $2.18M 0.44% +927 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 31,355 shares; 2022Q4: 24,770 shares; 2023Q1: 11,038 shares; 2023Q2: 21,134 shares; 2023Q3: 19,273 shares; 2023Q4: 19,641 shares; 2024Q1: 18,214 shares 18,214 $2.13M 0.43% -1,427 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6,604 shares; 2023Q1: 10,264 shares; 2023Q2: 38,659 shares; 2023Q3: 41,842 shares; 2023Q4: 52,878 shares; 2024Q1: 49,313 shares 49,313 $2.12M 0.43% -3,565 Timeline GSUS 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; 2022Q2: restricted; 2022Q3: 15,214 shares; 2022Q4: 27,709 shares; 2023Q1: 490 shares; 2023Q2: 26,586 shares; 2023Q3: 30,631 shares; 2023Q4: 30,631 shares; 2024Q1: 29,110 shares 29,110 $2.09M 0.42% -1,521 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; 2022Q2: restricted; 2022Q3: 26,347 shares; 2022Q4: 18,881 shares; 2023Q1: 19,826 shares; 2023Q2: 10,410 shares; 2023Q3: 10,313 shares; 2023Q4: 10,994 shares; 2024Q1: 12,454 shares 12,454 $2.02M 0.4% +1,460 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,471 shares; 2022Q4: 9,587 shares; 2023Q1: 9,316 shares; 2023Q2: 9,649 shares; 2023Q3: 10,297 shares; 2023Q4: 10,960 shares; 2024Q1: 13,075 shares 13,075 $1.97M 0.4% +2,115 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; 2022Q2: restricted; 2022Q3: 98,578 shares; 2022Q4: 34,804 shares; 2023Q1: 35,727 shares; 2023Q2: 13,628 shares; 2023Q3: 13,628 shares; 2023Q4: 15,108 shares; 2024Q1: 16,552 shares 16,552 $1.92M 0.39% +1,444 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; 2022Q2: restricted; 2022Q3: 4,261 shares; 2022Q4: 4,194 shares; 2023Q1: 5,514 shares; 2023Q2: 4,975 shares; 2023Q3: 5,580 shares; 2023Q4: 8,645 shares; 2024Q1: 10,444 shares 10,444 $1.91M 0.38% +1,799 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,105 shares; 2022Q4: 23,203 shares; 2023Q1: 20,728 shares; 2023Q2: 21,024 shares; 2023Q3: 21,279 shares; 2023Q4: 22,796 shares; 2024Q1: 23,437 shares 23,437 $1.89M 0.38% +641 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 66,748 shares; 2022Q4: 103,960 shares; 2023Q1: 106,928 shares; 2023Q2: 109,701 shares; 2023Q3: 110,735 shares; 2023Q4: 121,984 shares; 2024Q1: 100,627 shares 100,627 $1.88M 0.38% -21,357 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 93,114 shares; 2022Q4: 92,633 shares; 2023Q1: 92,437 shares; 2023Q2: 89,856 shares; 2023Q3: 93,858 shares; 2023Q4: 102,965 shares; 2024Q1: 107,888 shares 107,888 $1.87M 0.37% +4,923 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; 2022Q2: restricted; 2022Q3: 8,437 shares; 2022Q4: 7,777 shares; 2023Q1: 3,434 shares; 2023Q2: 7,432 shares; 2023Q3: 7,946 shares; 2023Q4: 8,107 shares; 2024Q1: 8,105 shares 8,105 $1.85M 0.37% -2 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 76,553 shares; 2022Q4: 83,203 shares; 2023Q1: 94,070 shares; 2023Q2: 104,021 shares; 2023Q3: 104,558 shares; 2023Q4: 106,445 shares; 2024Q1: 98,077 shares 98,077 $1.79M 0.36% -8,368 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; 2022Q2: restricted; 2022Q3: 24,430 shares; 2022Q4: 24,287 shares; 2023Q1: 22,988 shares; 2023Q2: 24,911 shares; 2023Q3: 23,510 shares; 2023Q4: 16,181 shares; 2024Q1: 14,688 shares 14,688 $1.78M 0.36% -1,493 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; 2022Q2: restricted; 2022Q3: 7,209 shares; 2022Q4: 4,643 shares; 2023Q1: 4,759 shares; 2023Q2: 3,348 shares; 2023Q3: 3,640 shares; 2023Q4: 3,161 shares; 2024Q1: 3,625 shares 3,625 $1.76M 0.35% +464 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,604 shares; 2022Q4: 11,041 shares; 2023Q1: 11,132 shares; 2023Q2: 10,567 shares; 2023Q3: 10,167 shares; 2023Q4: 9,779 shares; 2024Q1: 9,530 shares 9,530 $1.74M 0.35% -249 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 929 shares; 2022Q4: 604 shares; 2023Q1: 662 shares; 2023Q2: 715 shares; 2023Q3: 759 shares; 2023Q4: 963 shares; 2024Q1: 1,298 shares 1,298 $1.72M 0.34% +335 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 45,609 shares; 2022Q4: 35,761 shares; 2023Q1: 11,088 shares; 2023Q2: 29,879 shares; 2023Q3: 26,239 shares; 2023Q4: 25,454 shares; 2024Q1: 22,124 shares 22,124 $1.64M 0.33% -3,330 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,771 shares; 2022Q4: 3,175 shares; 2023Q1: 5,203 shares; 2023Q2: 7,084 shares; 2023Q3: 7,415 shares; 2023Q4: 7,828 shares; 2024Q1: 9,283 shares 9,283 $1.63M 0.33% +1,455 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; 2022Q2: restricted; 2022Q3: 13,859 shares; 2022Q4: 11,401 shares; 2023Q1: 12,065 shares; 2023Q2: 8,969 shares; 2023Q3: 8,845 shares; 2023Q4: 8,709 shares; 2024Q1: 8,966 shares 8,966 $1.62M 0.32% +257 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 119,597 shares; 2022Q4: 110,032 shares; 2023Q1: 106,147 shares; 2023Q2: 106,339 shares; 2023Q3: 104,771 shares; 2023Q4: 118,072 shares; 2024Q1: 123,132 shares 123,132 $1.6M 0.32% +5,060 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,214 shares; 2022Q4: 22,690 shares; 2023Q1: 22,936 shares; 2023Q2: 23,434 shares; 2023Q3: 22,558 shares; 2023Q4: 22,370 shares; 2024Q1: 14,065 shares 14,065 $1.55M 0.31% -8,305 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 31,566 shares; 2022Q4: 40,894 shares; 2023Q1: 66,611 shares; 2023Q2: 43,880 shares; 2023Q3: 38,202 shares; 2023Q4: 32,451 shares; 2024Q1: 25,825 shares 25,825 $1.54M 0.31% -6,626 Timeline FTSL 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; 2022Q2: restricted; 2022Q3: 128,318 shares; 2022Q4: 132,630 shares; 2023Q1: 98,740 shares; 2023Q2: 66,414 shares; 2023Q3: 41,409 shares; 2023Q4: 37,537 shares; 2024Q1: 32,690 shares 32,690 $1.51M 0.3% -4,847 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,665 shares; 2023Q1: 1,665 shares; 2023Q2: 4,095 shares; 2023Q3: 14,573 shares; 2023Q4: 29,684 shares; 2024Q1: 47,245 shares 47,245 $1.46M 0.29% +17,561 Timeline JQUA 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 242 shares; 2023Q3: not reported; 2023Q4: 15,374 shares; 2024Q1: 27,037 shares 27,037 $1.43M 0.29% +11,663 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 133,709 shares; 2022Q4: 115,510 shares; 2023Q1: 115,659 shares; 2023Q2: 115,604 shares; 2023Q3: 112,625 shares; 2023Q4: 124,382 shares; 2024Q1: 118,896 shares 118,896 $1.4M 0.28% -5,486 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; 2022Q2: restricted; 2022Q3: 12,481 shares; 2022Q4: 12,097 shares; 2023Q1: 12,444 shares; 2023Q2: 11,977 shares; 2023Q3: 12,182 shares; 2023Q4: 8,388 shares; 2024Q1: 8,288 shares 8,288 $1.4M 0.28% -100 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; 2022Q2: restricted; 2022Q3: 79,681 shares; 2022Q4: 38,158 shares; 2023Q1: 41,685 shares; 2023Q2: 29,173 shares; 2023Q3: 28,325 shares; 2023Q4: 29,566 shares; 2024Q1: 33,452 shares 33,452 $1.4M 0.28% +3,886 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; 2022Q2: restricted; 2022Q3: 3,973 shares; 2022Q4: 2,788 shares; 2023Q1: 3,004 shares; 2023Q2: 2,349 shares; 2023Q3: 2,429 shares; 2023Q4: 2,562 shares; 2024Q1: 1,753 shares 1,753 $1.36M 0.27% -809 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,804 shares; 2022Q4: 10,622 shares; 2023Q1: 2,324 shares; 2023Q2: 9,156 shares; 2023Q3: not reported; 2023Q4: 1,229 shares; 2024Q1: 58,747 shares 58,747 $1.34M 0.27% +57,518 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; 2022Q2: restricted; 2022Q3: 4,362 shares; 2022Q4: 3,034 shares; 2023Q1: 3,396 shares; 2023Q2: 1,937 shares; 2023Q3: 1,993 shares; 2023Q4: 2,300 shares; 2024Q1: 2,694 shares 2,694 $1.33M 0.27% +394 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 22,808 shares; 2022Q4: 17,542 shares; 2023Q1: 18,935 shares; 2023Q2: 9,433 shares; 2023Q3: 9,060 shares; 2023Q4: 9,143 shares; 2024Q1: 8,283 shares 8,283 $1.31M 0.26% -860 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 19,398 shares; 2022Q4: 21,093 shares; 2023Q1: 8,719 shares; 2023Q2: 21,466 shares; 2023Q3: 23,370 shares; 2023Q4: 16,831 shares; 2024Q1: 17,078 shares 17,078 $1.31M 0.26% +247 Timeline HYLS 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,572 shares; 2023Q1: 7,740 shares; 2023Q2: 13,526 shares; 2023Q3: 21,935 shares; 2023Q4: 30,528 shares; 2024Q1: 31,628 shares 31,628 $1.3M 0.26% +1,100 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; 2022Q2: restricted; 2022Q3: 4,416 shares; 2022Q4: 4,593 shares; 2023Q1: 5,358 shares; 2023Q2: 5,500 shares; 2023Q3: 5,789 shares; 2023Q4: 6,209 shares; 2024Q1: 6,056 shares 6,056 $1.26M 0.25% -153 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,857 shares; 2022Q4: 3,326 shares; 2023Q1: 3,151 shares; 2023Q2: 3,107 shares; 2023Q3: 3,343 shares; 2023Q4: 4,317 shares; 2024Q1: 4,386 shares 4,386 $1.26M 0.25% +69 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; 2022Q2: restricted; 2022Q3: 26,525 shares; 2022Q4: 23,779 shares; 2023Q1: 24,101 shares; 2023Q2: 6,049 shares; 2023Q3: 5,890 shares; 2023Q4: 6,150 shares; 2024Q1: 6,268 shares 6,268 $1.26M 0.25% +118 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; 2022Q2: restricted; 2022Q3: 8,252 shares; 2022Q4: 18,712 shares; 2023Q1: 19,417 shares; 2023Q2: 22,457 shares; 2023Q3: 22,944 shares; 2023Q4: 19,417 shares; 2024Q1: 19,014 shares 19,014 $1.25M 0.25% -403 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,859 shares; 2022Q4: 40,757 shares; 2023Q1: 42,498 shares; 2023Q2: 41,467 shares; 2023Q3: 47,390 shares; 2023Q4: 61,992 shares; 2024Q1: 57,781 shares 57,781 $1.24M 0.25% -4,211 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,657 shares; 2022Q4: 23,932 shares; 2023Q1: 23,143 shares; 2023Q2: 31,369 shares; 2023Q3: 35,459 shares; 2023Q4: 17,186 shares; 2024Q1: 11,206 shares 11,206 $1.22M 0.24% -5,980 Timeline GSIE 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; 2022Q2: restricted; 2022Q3: 46,458 shares; 2022Q4: 37,111 shares; 2023Q1: 664 shares; 2023Q2: 29,685 shares; 2023Q3: 29,984 shares; 2023Q4: 30,251 shares; 2024Q1: 35,064 shares 35,064 $1.2M 0.24% +4,813 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,547 shares; 2022Q4: 3,064 shares; 2023Q1: 3,118 shares; 2023Q2: 3,224 shares; 2023Q3: 3,353 shares; 2023Q4: 3,563 shares; 2024Q1: 4,245 shares 4,245 $1.18M 0.24% +682 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 28,883 shares; 2023Q3: 28,671 shares; 2023Q4: 28,185 shares; 2024Q1: 10,716 shares 10,716 $1.18M 0.24% -17,469 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,641 shares; 2022Q4: 1,963 shares; 2023Q1: 2,567 shares; 2023Q2: 2,254 shares; 2023Q3: 2,305 shares; 2023Q4: 2,022 shares; 2024Q1: 1,873 shares 1,873 $1.14M 0.23% -149 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 25,722 shares; 2022Q4: 13,057 shares; 2023Q1: 13,220 shares; 2023Q2: 4,753 shares; 2023Q3: 5,796 shares; 2023Q4: 6,300 shares; 2024Q1: 18,737 shares 18,737 $1.13M 0.23% +12,437 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,381 shares; 2022Q4: 12,203 shares; 2023Q1: 12,367 shares; 2023Q2: 2,670 shares; 2023Q3: 2,871 shares; 2023Q4: 3,134 shares; 2024Q1: 3,075 shares 3,075 $1.13M 0.23% -59 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 618 shares; 2023Q1: 1,379 shares; 2023Q2: 2,606 shares; 2023Q3: 5,579 shares; 2023Q4: 8,614 shares; 2024Q1: 15,053 shares 15,053 $1.1M 0.22% +6,439 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,385 shares; 2022Q4: 12,596 shares; 2023Q1: 14,046 shares; 2023Q2: 7,914 shares; 2023Q3: 7,593 shares; 2023Q4: 6,983 shares; 2024Q1: 7,198 shares 7,198 $1.1M 0.22% +215 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; 2022Q2: restricted; 2022Q3: 3,625 shares; 2022Q4: 1,217 shares; 2023Q1: 1,200 shares; 2023Q2: 3,273 shares; 2023Q3: 5,628 shares; 2023Q4: 8,069 shares; 2024Q1: 11,997 shares 11,997 $1.08M 0.22% +3,928 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; 2022Q2: restricted; 2022Q3: 11,128 shares; 2022Q4: 9,033 shares; 2023Q1: 9,020 shares; 2023Q2: 8,853 shares; 2023Q3: 8,555 shares; 2023Q4: 8,091 shares; 2024Q1: 8,056 shares 8,056 $1.06M 0.21% -35 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; 2022Q2: restricted; 2022Q3: 7,024 shares; 2022Q4: 6,734 shares; 2023Q1: 5,386 shares; 2023Q2: 5,030 shares; 2023Q3: 5,713 shares; 2023Q4: 8,593 shares; 2024Q1: 11,072 shares 11,072 $1.05M 0.21% +2,479 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10,120 shares; 2023Q1: 10,370 shares; 2023Q2: 11,654 shares; 2023Q3: 11,558 shares; 2023Q4: 12,740 shares; 2024Q1: 13,321 shares 13,321 $1.03M 0.21% +581 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; 2022Q2: restricted; 2022Q3: 9,531 shares; 2022Q4: 9,463 shares; 2023Q1: 9,796 shares; 2023Q2: 3,547 shares; 2023Q3: 3,750 shares; 2023Q4: 4,460 shares; 2024Q1: 4,797 shares 4,797 $1.02M 0.2% +337 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,419 shares; 2022Q4: 15,810 shares; 2023Q1: 22,011 shares; 2023Q2: 22,664 shares; 2023Q3: 21,138 shares; 2023Q4: 25,228 shares; 2024Q1: 25,723 shares 25,723 $1M 0.2% +495 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; 2022Q2: restricted; 2022Q3: 7,326 shares; 2022Q4: 4,339 shares; 2023Q1: 4,211 shares; 2023Q2: 1,766 shares; 2023Q3: 1,772 shares; 2023Q4: 1,789 shares; 2024Q1: 2,584 shares 2,584 $991K 0.2% +795 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,483 shares; 2022Q4: 7,339 shares; 2023Q1: 3,655 shares; 2023Q2: 5,962 shares; 2023Q3: 5,123 shares; 2023Q4: 5,275 shares; 2024Q1: 4,703 shares 4,703 $989K 0.2% -572 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,627 shares; 2023Q1: 2,627 shares; 2023Q2: 3,341 shares; 2023Q3: 10,623 shares; 2023Q4: 18,807 shares; 2024Q1: 30,252 shares 30,252 $983K 0.2% +11,445 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; 2022Q2: restricted; 2022Q3: 81,225 shares; 2022Q4: 58,766 shares; 2023Q1: 57,332 shares; 2023Q2: 11,840 shares; 2023Q3: 16,273 shares; 2023Q4: 19,008 shares; 2024Q1: 25,632 shares 25,632 $972K 0.19% +6,624 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 98,980 shares; 2022Q4: 110,105 shares; 2023Q1: 116,205 shares; 2023Q2: 121,769 shares; 2023Q3: 124,581 shares; 2023Q4: 13,191 shares; 2024Q1: 12,548 shares 12,548 $958K 0.19% -643 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; 2022Q2: restricted; 2022Q3: 6,963 shares; 2022Q4: 6,264 shares; 2023Q1: 5,814 shares; 2023Q2: 5,547 shares; 2023Q3: 4,719 shares; 2023Q4: 4,060 shares; 2024Q1: 3,513 shares 3,513 $950K 0.19% -547 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; 2022Q2: restricted; 2022Q3: 27,140 shares; 2022Q4: 23,713 shares; 2023Q1: 3,825 shares; 2023Q2: 23,324 shares; 2023Q3: 21,911 shares; 2023Q4: 21,148 shares; 2024Q1: 22,458 shares 22,458 $938K 0.19% +1,310 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 20,281 shares; 2022Q4: 20,736 shares; 2023Q1: 2,922 shares; 2023Q2: 20,500 shares; 2023Q3: 19,511 shares; 2023Q4: 18,786 shares; 2024Q1: 18,824 shares 18,824 $926K 0.19% +38 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,048 shares; 2022Q4: 1,631 shares; 2023Q1: 1,579 shares; 2023Q2: 1,654 shares; 2023Q3: 1,657 shares; 2023Q4: 1,783 shares; 2024Q1: 1,918 shares 1,918 $924K 0.19% +135 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,887 shares; 2022Q4: 4,465 shares; 2023Q1: 4,487 shares; 2023Q2: 5,302 shares; 2023Q3: 6,087 shares; 2023Q4: 7,210 shares; 2024Q1: 10,024 shares 10,024 $916K 0.18% +2,814 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,950 shares; 2023Q1: 5,306 shares; 2023Q2: 7,084 shares; 2023Q3: 6,821 shares; 2023Q4: 6,626 shares; 2024Q1: 24,678 shares 24,678 $915K 0.18% +18,052 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,064 shares; 2022Q4: 952 shares; 2023Q1: 1,235 shares; 2023Q2: 1,274 shares; 2023Q3: 1,412 shares; 2023Q4: 1,396 shares; 2024Q1: 1,753 shares 1,753 $885K 0.18% +357 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,768 shares; 2022Q4: 47,938 shares; 2023Q1: 48,454 shares; 2023Q2: 5,013 shares; 2023Q3: 6,417 shares; 2023Q4: 7,671 shares; 2024Q1: 12,264 shares 12,264 $880K 0.18% +4,593 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 103 shares; 2023Q1: 103 shares; 2023Q2: 628 shares; 2023Q3: not reported; 2023Q4: 10,984 shares; 2024Q1: 14,135 shares 14,135 $870K 0.17% +3,151 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; 2022Q2: restricted; 2022Q3: 35,225 shares; 2022Q4: 15,405 shares; 2023Q1: 1,581 shares; 2023Q2: 11,340 shares; 2023Q3: 8,464 shares; 2023Q4: 8,767 shares; 2024Q1: 8,138 shares 8,138 $845K 0.17% -629 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6,185 shares; 2023Q1: 9,548 shares; 2023Q2: 11,972 shares; 2023Q3: 16,528 shares; 2023Q4: 22,369 shares; 2024Q1: 23,531 shares 23,531 $843K 0.17% +1,162 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; 2022Q2: restricted; 2022Q3: 8,306 shares; 2022Q4: 5,021 shares; 2023Q1: 4,946 shares; 2023Q2: 4,796 shares; 2023Q3: 4,251 shares; 2023Q4: 4,245 shares; 2024Q1: 4,080 shares 4,080 $837K 0.17% -165 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,146 shares; 2022Q4: 8,450 shares; 2023Q1: 8,450 shares; 2023Q2: 8,450 shares; 2023Q3: 8,450 shares; 2023Q4: 8,450 shares; 2024Q1: 8,400 shares 8,400 $821K 0.16% -50 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; 2022Q2: restricted; 2022Q3: 45,688 shares; 2022Q4: 35,899 shares; 2023Q1: 37,328 shares; 2023Q2: 10,153 shares; 2023Q3: 12,249 shares; 2023Q4: 13,330 shares; 2024Q1: 18,793 shares 18,793 $820K 0.16% +5,463 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,742 shares; 2022Q4: 5,375 shares; 2023Q1: 106 shares; 2023Q2: 14,003 shares; 2023Q3: 11,644 shares; 2023Q4: 10,996 shares; 2024Q1: 8,698 shares 8,698 $804K 0.16% -2,298 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,381 shares; 2023Q1: 6,428 shares; 2023Q2: 10,103 shares; 2023Q3: 12,327 shares; 2023Q4: 11,877 shares; 2024Q1: 23,504 shares 23,504 $768K 0.15% +11,627 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; 2022Q2: restricted; 2022Q3: 3,986 shares; 2022Q4: 2,417 shares; 2023Q1: 2,780 shares; 2023Q2: 1,919 shares; 2023Q3: 2,452 shares; 2023Q4: 2,857 shares; 2024Q1: 3,999 shares 3,999 $764K 0.15% +1,142 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; 2022Q2: restricted; 2022Q3: 12,524 shares; 2022Q4: 11,438 shares; 2023Q1: 11,317 shares; 2023Q2: 10,544 shares; 2023Q3: 4,260 shares; 2023Q4: 3,669 shares; 2024Q1: 3,661 shares 3,661 $753K 0.15% -8 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,100 shares; 2023Q1: 2,320 shares; 2023Q2: 2,363 shares; 2023Q3: not reported; 2023Q4: 10,473 shares; 2024Q1: 12,458 shares 12,458 $753K 0.15% +1,985 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,445 shares; 2022Q4: 4,265 shares; 2023Q1: 4,339 shares; 2023Q2: 4,353 shares; 2023Q3: 4,353 shares; 2023Q4: 5,830 shares; 2024Q1: 5,989 shares 5,989 $751K 0.15% +159 Timeline TRTY CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,532 shares; 2023Q1: 8,707 shares; 2023Q2: 17,174 shares; 2023Q3: 27,349 shares; 2023Q4: 29,416 shares; 2024Q1: 28,906 shares 28,906 $750K 0.15% -510 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; 2022Q2: restricted; 2022Q3: 27,712 shares; 2022Q4: 16,570 shares; 2023Q1: 17,021 shares; 2023Q2: 12,123 shares; 2023Q3: 12,647 shares; 2023Q4: 12,249 shares; 2024Q1: 12,162 shares 12,162 $744K 0.15% -87 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; 2022Q2: restricted; 2022Q3: 19,226 shares; 2022Q4: 47,279 shares; 2023Q1: 12,381 shares; 2023Q2: 14,074 shares; 2023Q3: 14,915 shares; 2023Q4: 16,110 shares; 2024Q1: 17,584 shares 17,584 $741K 0.15% +1,474 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 32,827 shares; 2022Q4: 23,251 shares; 2023Q1: 8,975 shares; 2023Q2: 22,161 shares; 2023Q3: 17,252 shares; 2023Q4: 15,823 shares; 2024Q1: 14,215 shares 14,215 $734K 0.15% -1,608 Timeline GCOR 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; 2022Q2: restricted; 2022Q3: 28,001 shares; 2022Q4: 23,593 shares; 2023Q1: 116 shares; 2023Q2: 23,426 shares; 2023Q3: 26,627 shares; 2023Q4: 26,668 shares; 2024Q1: 17,764 shares 17,764 $731K 0.15% -8,904 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; 2022Q2: restricted; 2022Q3: 6,490 shares; 2022Q4: 6,140 shares; 2023Q1: 11,277 shares; 2023Q2: 18,474 shares; 2023Q3: 23,270 shares; 2023Q4: 20,549 shares; 2024Q1: 15,189 shares 15,189 $730K 0.15% -5,360 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,888 shares; 2022Q4: 7,542 shares; 2023Q1: 7,408 shares; 2023Q2: 6,963 shares; 2023Q3: 6,837 shares; 2023Q4: 6,546 shares; 2024Q1: 6,354 shares 6,354 $722K 0.14% -192 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; 2022Q2: restricted; 2022Q3: 4,695 shares; 2022Q4: 4,147 shares; 2023Q1: 3,586 shares; 2023Q2: 3,445 shares; 2023Q3: 3,455 shares; 2023Q4: 3,464 shares; 2024Q1: 3,482 shares 3,482 $715K 0.14% +18 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 9,945 shares; 2023Q1: 11,471 shares; 2023Q2: 11,831 shares; 2023Q3: 13,217 shares; 2023Q4: 15,742 shares; 2024Q1: 14,227 shares 14,227 $706K 0.14% -1,515 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; 2022Q2: restricted; 2022Q3: 2,652 shares; 2022Q4: 2,329 shares; 2023Q1: 2,254 shares; 2023Q2: 2,254 shares; 2023Q3: 2,243 shares; 2023Q4: 2,776 shares; 2024Q1: 2,826 shares 2,826 $706K 0.14% +50 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; 2022Q2: restricted; 2022Q3: 2,801 shares; 2022Q4: 2,135 shares; 2023Q1: 1,920 shares; 2023Q2: 2,211 shares; 2023Q3: 2,103 shares; 2023Q4: 1,969 shares; 2024Q1: 2,028 shares 2,028 $703K 0.14% +59 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 48,310 shares; 2022Q4: 35,115 shares; 2023Q1: 29,417 shares; 2023Q2: 21,965 shares; 2023Q3: 11,499 shares; 2023Q4: 10,912 shares; 2024Q1: 14,544 shares 14,544 $702K 0.14% +3,632 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,804 shares; 2023Q1: 1,804 shares; 2023Q2: 1,804 shares; 2023Q3: 1,804 shares; 2023Q4: 1,744 shares; 2024Q1: 1,744 shares 1,744 $694K 0.14% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 138,044 shares; 2022Q4: 44,422 shares; 2023Q1: 44,422 shares; 2023Q2: 42,936 shares; 2023Q3: 42,944 shares; 2023Q4: 37,063 shares; 2024Q1: 36,064 shares 36,064 $688K 0.14% -999 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 28,419 shares; 2022Q4: 26,705 shares; 2023Q1: 24,731 shares; 2023Q2: 25,046 shares; 2023Q3: 24,951 shares; 2023Q4: 23,337 shares; 2024Q1: 23,147 shares 23,147 $684K 0.14% -190 Timeline SKYY 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; 2022Q2: restricted; 2022Q3: 30,691 shares; 2022Q4: 25,211 shares; 2023Q1: 19,335 shares; 2023Q2: 15,573 shares; 2023Q3: 8,993 shares; 2023Q4: 7,834 shares; 2024Q1: 7,135 shares 7,135 $682K 0.14% -699 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 498 shares; 2023Q3: not reported; 2023Q4: 7,589 shares; 2024Q1: 6,769 shares 6,769 $682K 0.14% -820 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 75,916 shares; 2022Q4: 43,367 shares; 2023Q1: 42,872 shares; 2023Q2: 21,849 shares; 2023Q3: 23,020 shares; 2023Q4: 27,301 shares; 2024Q1: 24,532 shares 24,532 $681K 0.14% -2,769 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,270 shares; 2023Q1: 4,603 shares; 2023Q2: 11,064 shares; 2023Q3: 13,875 shares; 2023Q4: 14,329 shares; 2024Q1: 23,743 shares 23,743 $669K 0.13% +9,414 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,298 shares; 2024Q1: 21,241 shares 21,241 $642K 0.13% -57 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 249 shares; 2023Q1: 249 shares; 2023Q2: 7,117 shares; 2023Q3: 7,117 shares; 2023Q4: 8,216 shares; 2024Q1: 12,704 shares 12,704 $640K 0.13% +4,488 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,408 shares; 2022Q4: 5,572 shares; 2023Q1: 5,863 shares; 2023Q2: 2,303 shares; 2023Q3: 2,788 shares; 2023Q4: 3,396 shares; 2024Q1: 5,902 shares 5,902 $626K 0.13% +2,506 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 714 shares; 2023Q1: 714 shares; 2023Q2: 594 shares; 2023Q3: not reported; 2023Q4: 1,113 shares; 2024Q1: 3,032 shares 3,032 $625K 0.13% +1,919 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; 2022Q2: restricted; 2022Q3: 37,934 shares; 2022Q4: 29,770 shares; 2023Q1: 28,487 shares; 2023Q2: 26,233 shares; 2023Q3: 23,877 shares; 2023Q4: 20,228 shares; 2024Q1: 12,458 shares 12,458 $624K 0.13% -7,770 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 112,847 shares; 2022Q4: 79,475 shares; 2023Q1: 82,077 shares; 2023Q2: 73,617 shares; 2023Q3: 67,124 shares; 2023Q4: 24,225 shares; 2024Q1: 15,563 shares 15,563 $623K 0.12% -8,662 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,415 shares; 2022Q4: 11,821 shares; 2023Q1: 12,381 shares; 2023Q2: 8,395 shares; 2023Q3: 8,398 shares; 2023Q4: 10,088 shares; 2024Q1: 14,000 shares 14,000 $618K 0.12% +3,912 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 33,335 shares; 2022Q4: 21,098 shares; 2023Q1: 20,741 shares; 2023Q2: 8,599 shares; 2023Q3: 8,613 shares; 2023Q4: 10,029 shares; 2024Q1: 11,374 shares 11,374 $611K 0.12% +1,345 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 24,823 shares; 2023Q1: 142,032 shares; 2023Q2: 209,471 shares; 2023Q3: 227,285 shares; 2023Q4: 53,241 shares; 2024Q1: 32,391 shares 32,391 $608K 0.12% -20,850 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,576 shares; 2022Q4: 9,041 shares; 2023Q1: 9,431 shares; 2023Q2: 3,627 shares; 2023Q3: 3,673 shares; 2023Q4: 3,548 shares; 2024Q1: 3,474 shares 3,474 $608K 0.12% -74 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; 2022Q2: restricted; 2022Q3: 7,112 shares; 2022Q4: 6,872 shares; 2023Q1: 1,583 shares; 2023Q2: 8,516 shares; 2023Q3: 8,601 shares; 2023Q4: 7,534 shares; 2024Q1: 8,016 shares 8,016 $604K 0.12% +482 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,773 shares; 2022Q4: 9,784 shares; 2023Q1: 8,340 shares; 2023Q2: 3,025 shares; 2023Q3: 3,266 shares; 2023Q4: 3,902 shares; 2024Q1: 4,805 shares 4,805 $604K 0.12% +903 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,938 shares; 2022Q4: 4,299 shares; 2023Q1: 4,247 shares; 2023Q2: 4,321 shares; 2023Q3: 5,396 shares; 2023Q4: 5,535 shares; 2024Q1: 6,839 shares 6,839 $578K 0.12% +1,304 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; 2022Q2: restricted; 2022Q3: 1,285 shares; 2022Q4: 494 shares; 2023Q1: 634 shares; 2023Q2: 725 shares; 2023Q3: 2,250 shares; 2023Q4: 2,285 shares; 2024Q1: 2,287 shares 2,287 $572K 0.11% +2 Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6,050 shares; 2023Q1: 6,050 shares; 2023Q2: 14,900 shares; 2023Q3: 16,525 shares; 2023Q4: 17,125 shares; 2024Q1: 95,125 shares 95,125 $570K 0.11% +78,000 Timeline FPX 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 0 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,560 shares; 2023Q4: 5,267 shares; 2024Q1: 5,324 shares 5,324 $563K 0.11% +57 Timeline FNX 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 1,769 shares; 2023Q2: 3,980 shares; 2023Q3: 5,585 shares; 2023Q4: 5,644 shares; 2024Q1: 4,965 shares 4,965 $563K 0.11% -679 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 417 shares; 2023Q1: 741 shares; 2023Q2: 1,512 shares; 2023Q3: 1,955 shares; 2023Q4: 2,572 shares; 2024Q1: 4,574 shares 4,574 $558K 0.11% +2,002 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; 2022Q2: restricted; 2022Q3: 5,839 shares; 2022Q4: 7,049 shares; 2023Q1: 9,565 shares; 2023Q2: 9,371 shares; 2023Q3: 10,043 shares; 2023Q4: 9,424 shares; 2024Q1: 8,266 shares 8,266 $530K 0.11% -1,158 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 362 shares; 2023Q1: 363 shares; 2023Q2: 515 shares; 2023Q3: 569 shares; 2023Q4: 504 shares; 2024Q1: 814 shares 814 $529K 0.11% +310 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,229 shares; 2022Q4: 6,114 shares; 2023Q1: 6,080 shares; 2023Q2: 1,523 shares; 2023Q3: 1,499 shares; 2023Q4: 1,397 shares; 2024Q1: 1,251 shares 1,251 $514K 0.1% -146 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,572 shares; 2023Q1: 5,634 shares; 2023Q2: 9,683 shares; 2023Q3: 13,267 shares; 2023Q4: 14,735 shares; 2024Q1: 14,194 shares 14,194 $514K 0.1% -541 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; 2022Q2: restricted; 2022Q3: 16,665 shares; 2022Q4: 17,575 shares; 2023Q1: 15,780 shares; 2023Q2: 17,032 shares; 2023Q3: 16,432 shares; 2023Q4: 14,333 shares; 2024Q1: 12,013 shares 12,013 $505K 0.1% -2,320 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; 2022Q2: restricted; 2022Q3: 10,587 shares; 2022Q4: 7,829 shares; 2023Q1: 8,182 shares; 2023Q2: 3,561 shares; 2023Q3: 3,417 shares; 2023Q4: 3,514 shares; 2024Q1: 3,360 shares 3,360 $499K 0.1% -154 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,512 shares; 2022Q4: 16,179 shares; 2023Q1: 2,557 shares; 2023Q2: 12,402 shares; 2023Q3: 12,076 shares; 2023Q4: 10,472 shares; 2024Q1: 10,925 shares 10,925 $498K 0.1% +453 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,769 shares; 2022Q4: 1,776 shares; 2023Q1: 1,776 shares; 2023Q2: 1,776 shares; 2023Q3: 1,768 shares; 2023Q4: 1,844 shares; 2024Q1: 1,851 shares 1,851 $497K 0.1% +7 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 665 shares; 2022Q4: 119 shares; 2023Q1: 19 shares; 2023Q2: 16 shares; 2023Q3: not reported; 2023Q4: 154 shares; 2024Q1: 509 shares 509 $495K 0.1% +355 OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,358 shares; 2023Q1: 2,140 shares; 2023Q2: 1,791 shares; 2023Q3: not reported; 2023Q4: 3,099 shares; 2024Q1: 8,848 shares 8,848 $489K 0.1% +5,749 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,919 shares; 2022Q4: 3,396 shares; 2023Q1: 3,671 shares; 2023Q2: 1,114 shares; 2023Q3: 1,765 shares; 2023Q4: 2,319 shares; 2024Q1: 2,903 shares 2,903 $469K 0.09% +584 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 32,355 shares; 2022Q4: 15,324 shares; 2023Q1: 17,955 shares; 2023Q2: 5,348 shares; 2023Q3: 5,348 shares; 2023Q4: 5,348 shares; 2024Q1: 5,348 shares 5,348 $462K 0.09% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,421 shares; 2022Q4: 8,447 shares; 2023Q1: 8,447 shares; 2023Q2: 7,652 shares; 2023Q3: 7,652 shares; 2023Q4: 7,754 shares; 2024Q1: 7,788 shares 7,788 $451K 0.09% +34 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,349 shares; 2023Q1: 6,921 shares; 2023Q2: 8,447 shares; 2023Q3: 10,878 shares; 2023Q4: 12,144 shares; 2024Q1: 20,729 shares 20,729 $450K 0.09% +8,585 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,029 shares; 2023Q1: 3,389 shares; 2023Q2: 3,770 shares; 2023Q3: 4,012 shares; 2023Q4: 5,145 shares; 2024Q1: 4,749 shares 4,749 $448K 0.09% -396 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; 2022Q2: restricted; 2022Q3: 58,079 shares; 2022Q4: 14,372 shares; 2023Q1: 15,532 shares; 2023Q2: 15,532 shares; 2023Q3: 15,565 shares; 2023Q4: 15,729 shares; 2024Q1: 15,045 shares 15,045 $439K 0.09% -684 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; 2022Q2: restricted; 2022Q3: 3,940 shares; 2022Q4: 2,660 shares; 2023Q1: 2,754 shares; 2023Q2: 654 shares; 2023Q3: 715 shares; 2023Q4: 857 shares; 2024Q1: 959 shares 959 $436K 0.09% +102 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 661 shares; 2023Q2: 699 shares; 2023Q3: 685 shares; 2023Q4: 765 shares; 2024Q1: 934 shares 934 $434K 0.09% +169 Timeline BLV 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; 2022Q2: restricted; 2022Q3: 5,245 shares; 2022Q4: 5,073 shares; 2023Q1: 400 shares; 2023Q2: 6,009 shares; 2023Q3: 5,873 shares; 2023Q4: 5,889 shares; 2024Q1: 5,925 shares 5,925 $429K 0.09% +36 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 72,774 shares; 2022Q4: 37,308 shares; 2023Q1: 46,243 shares; 2023Q2: 9,639 shares; 2023Q3: 9,639 shares; 2023Q4: 9,659 shares; 2024Q1: 9,578 shares 9,578 $428K 0.09% -81 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,859 shares; 2022Q4: 16,196 shares; 2023Q1: 16,196 shares; 2023Q2: 15,728 shares; 2023Q3: 16,072 shares; 2023Q4: 15,253 shares; 2024Q1: 15,611 shares 15,611 $427K 0.09% +358 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; 2022Q2: restricted; 2022Q3: 3,235 shares; 2022Q4: 2,895 shares; 2023Q1: 3,198 shares; 2023Q2: 1,809 shares; 2023Q3: 1,732 shares; 2023Q4: 1,637 shares; 2024Q1: 1,733 shares 1,733 $426K 0.09% +96 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,056 shares; 2023Q2: 2,064 shares; 2023Q3: not reported; 2023Q4: 801 shares; 2024Q1: 17,285 shares 17,285 $425K 0.09% +16,484 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,674 shares; 2022Q4: 1,823 shares; 2023Q1: 1,748 shares; 2023Q2: 908 shares; 2023Q3: not reported; 2023Q4: 1,013 shares; 2024Q1: 1,410 shares 1,410 $425K 0.09% +397 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; 2022Q2: restricted; 2022Q3: 18,176 shares; 2022Q4: 14,127 shares; 2023Q1: 14,441 shares; 2023Q2: 4,299 shares; 2023Q3: 4,408 shares; 2023Q4: 3,518 shares; 2024Q1: 3,395 shares 3,395 $415K 0.08% -123 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,120 shares; 2023Q1: 1,628 shares; 2023Q2: 2,296 shares; 2023Q3: 2,982 shares; 2023Q4: 3,377 shares; 2024Q1: 3,258 shares 3,258 $410K 0.08% -119 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 52,412 shares; 2022Q4: 17,762 shares; 2023Q1: 17,176 shares; 2023Q2: 14,192 shares; 2023Q3: 13,128 shares; 2023Q4: 13,129 shares; 2024Q1: 16,261 shares 16,261 $410K 0.08% +3,132 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; 2022Q2: restricted; 2022Q3: 8,274 shares; 2022Q4: 3,316 shares; 2023Q1: 3,231 shares; 2023Q2: 1,811 shares; 2023Q3: not reported; 2023Q4: 2,317 shares; 2024Q1: 4,465 shares 4,465 $409K 0.08% +2,148 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; 2022Q2: restricted; 2022Q3: 19,725 shares; 2022Q4: 6,270 shares; 2023Q1: 6,072 shares; 2023Q2: 5,595 shares; 2023Q3: 4,576 shares; 2023Q4: 4,329 shares; 2024Q1: 4,176 shares 4,176 $404K 0.08% -153 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,215 shares; 2023Q1: 1,336 shares; 2023Q2: 1,336 shares; 2023Q3: not reported; 2023Q4: 3,039 shares; 2024Q1: 3,526 shares 3,526 $400K 0.08% +487 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,986 shares; 2022Q4: 5,390 shares; 2023Q1: 4,968 shares; 2023Q2: 3,125 shares; 2023Q3: 3,140 shares; 2023Q4: 3,269 shares; 2024Q1: 3,103 shares 3,103 $395K 0.08% -166 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,473 shares; 2022Q4: 6,624 shares; 2023Q1: 6,579 shares; 2023Q2: 2,356 shares; 2023Q3: 2,281 shares; 2023Q4: 2,600 shares; 2024Q1: 2,045 shares 2,045 $395K 0.08% -555 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,302 shares; 2022Q4: 13,088 shares; 2023Q1: 1,889 shares; 2023Q2: 12,405 shares; 2023Q3: 6,889 shares; 2023Q4: 6,847 shares; 2024Q1: 8,654 shares 8,654 $395K 0.08% +1,807 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,599 shares; 2022Q4: 1,615 shares; 2023Q1: 1,613 shares; 2023Q2: 1,595 shares; 2023Q3: 1,575 shares; 2023Q4: 1,950 shares; 2024Q1: 2,175 shares 2,175 $389K 0.08% +225 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; 2022Q2: restricted; 2022Q3: 13,668 shares; 2022Q4: 10,827 shares; 2023Q1: 3,301 shares; 2023Q2: 8,353 shares; 2023Q3: 6,948 shares; 2023Q4: 6,446 shares; 2024Q1: 4,828 shares 4,828 $389K 0.08% -1,618 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,114 shares; 2023Q1: 954 shares; 2023Q2: 954 shares; 2023Q3: not reported; 2023Q4: 4,171 shares; 2024Q1: 4,188 shares 4,188 $388K 0.08% +17 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,993 shares; 2022Q4: 4,157 shares; 2023Q1: 4,297 shares; 2023Q2: 901 shares; 2023Q3: 1,392 shares; 2023Q4: 1,371 shares; 2024Q1: 1,376 shares 1,376 $388K 0.08% +5 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,643 shares; 2022Q4: 2,955 shares; 2023Q1: 2,667 shares; 2023Q2: 2,727 shares; 2023Q3: 2,884 shares; 2023Q4: 3,146 shares; 2024Q1: 2,996 shares 2,996 $388K 0.08% -150 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; 2022Q2: restricted; 2022Q3: 5,325 shares; 2022Q4: 4,163 shares; 2023Q1: 4,142 shares; 2023Q2: 2,905 shares; 2023Q3: 2,932 shares; 2023Q4: 4,474 shares; 2024Q1: 4,408 shares 4,408 $380K 0.08% -66 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 572 shares; 2023Q1: 575 shares; 2023Q2: 1,911 shares; 2023Q3: not reported; 2023Q4: 5,720 shares; 2024Q1: 11,275 shares 11,275 $378K 0.08% +5,555 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 1,943 shares; 2023Q3: 1,948 shares; 2023Q4: 1,813 shares; 2024Q1: 1,444 shares 1,444 $375K 0.08% -369 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 813 shares; 2023Q1: 701 shares; 2023Q2: 683 shares; 2023Q3: not reported; 2023Q4: 858 shares; 2024Q1: 1,189 shares 1,189 $372K 0.07% +331 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; 2022Q2: restricted; 2022Q3: 6,318 shares; 2022Q4: 3,737 shares; 2023Q1: 3,947 shares; 2023Q2: 3,767 shares; 2023Q3: 4,571 shares; 2023Q4: 4,583 shares; 2024Q1: 4,595 shares 4,595 $368K 0.07% +12 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,534 shares; 2022Q4: 6,733 shares; 2023Q1: 2,070 shares; 2023Q2: 6,754 shares; 2023Q3: 7,000 shares; 2023Q4: 6,594 shares; 2024Q1: 6,304 shares 6,304 $366K 0.07% -290 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 426 shares; 2023Q1: 674 shares; 2023Q2: 2,244 shares; 2023Q3: not reported; 2023Q4: 6,768 shares; 2024Q1: 13,447 shares 13,447 $363K 0.07% +6,679 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80 shares; 2023Q3: not reported; 2023Q4: 9,878 shares; 2024Q1: 11,224 shares 11,224 $359K 0.07% +1,346 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 40,982 shares; 2022Q4: 13,804 shares; 2023Q1: 13,990 shares; 2023Q2: 12,937 shares; 2023Q3: 12,585 shares; 2023Q4: 12,585 shares; 2024Q1: 19,524 shares 19,524 $358K 0.07% +6,939 Timeline FSGS 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,080 shares; 2023Q2: 10,210 shares; 2023Q3: 14,549 shares; 2023Q4: 14,151 shares; 2024Q1: 12,350 shares 12,350 $357K 0.07% -1,801 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,388 shares 11,388 $350K 0.07% new 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,848 shares; 2023Q1: 2,884 shares; 2023Q2: 2,573 shares; 2023Q3: 3,259 shares; 2023Q4: 3,373 shares; 2024Q1: 4,271 shares 4,271 $349K 0.07% +898 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 633 shares; 2023Q1: not reported; 2023Q2: 270 shares; 2023Q3: 2,406 shares; 2023Q4: 2,717 shares; 2024Q1: 3,681 shares 3,681 $348K 0.07% +964 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; 2022Q2: restricted; 2022Q3: 115,617 shares; 2022Q4: 65,330 shares; 2023Q1: 68,994 shares; 2023Q2: 24,920 shares; 2023Q3: 21,282 shares; 2023Q4: 20,283 shares; 2024Q1: 19,667 shares 19,667 $346K 0.07% -616 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,432 shares; 2024Q1: 15,172 shares 15,172 $341K 0.07% +12,740 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 944 shares; 2023Q1: 944 shares; 2023Q2: 944 shares; 2023Q3: not reported; 2023Q4: 4,268 shares; 2024Q1: 4,454 shares 4,454 $338K 0.07% +186 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 305 shares; 2024Q1: 6,866 shares 6,866 $338K 0.07% +6,561 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,148 shares; 2023Q1: 1,714 shares; 2023Q2: 1,868 shares; 2023Q3: not reported; 2023Q4: 3,464 shares; 2024Q1: 4,336 shares 4,336 $330K 0.07% +872 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,491 shares; 2023Q3: not reported; 2023Q4: 3,181 shares; 2024Q1: 4,067 shares 4,067 $330K 0.07% +886 Timeline HISF 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; 2022Q2: restricted; 2022Q3: 12,305 shares; 2022Q4: 11,194 shares; 2023Q1: 10,421 shares; 2023Q2: 10,310 shares; 2023Q3: 10,053 shares; 2023Q4: 9,713 shares; 2024Q1: 7,384 shares 7,384 $327K 0.07% -2,329 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,918 shares; 2022Q4: 2,700 shares; 2023Q1: 2,797 shares; 2023Q2: 1,852 shares; 2023Q3: not reported; 2023Q4: 1,856 shares; 2024Q1: 1,833 shares 1,833 $325K 0.07% -23 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; 2022Q2: restricted; 2022Q3: 66,728 shares; 2022Q4: 29,105 shares; 2023Q1: 29,161 shares; 2023Q2: 25,547 shares; 2023Q3: 24,565 shares; 2023Q4: 23,965 shares; 2024Q1: 24,195 shares 24,195 $321K 0.06% +230 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; 2022Q2: restricted; 2022Q3: 14,251 shares; 2022Q4: 11,246 shares; 2023Q1: 12,347 shares; 2023Q2: 2,126 shares; 2023Q3: 2,229 shares; 2023Q4: 2,479 shares; 2024Q1: 2,423 shares 2,423 $320K 0.06% -56 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; 2022Q2: restricted; 2022Q3: 4,383 shares; 2022Q4: 2,668 shares; 2023Q1: 2,828 shares; 2023Q2: 560 shares; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 987 shares 987 $316K 0.06% +237 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,845 shares; 2022Q4: 1,561 shares; 2023Q1: 1,563 shares; 2023Q2: 1,413 shares; 2023Q3: 1,463 shares; 2023Q4: 1,127 shares; 2024Q1: 1,090 shares 1,090 $316K 0.06% -37 CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,350 shares; 2023Q1: 2,675 shares; 2023Q2: 3,591 shares; 2023Q3: not reported; 2023Q4: 10,129 shares; 2024Q1: 10,126 shares 10,126 $316K 0.06% -3 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,176 shares; 2022Q4: 5,960 shares; 2023Q1: 6,205 shares; 2023Q2: 5,993 shares; 2023Q3: 5,385 shares; 2023Q4: 4,789 shares; 2024Q1: 4,441 shares 4,441 $314K 0.06% -348 Timeline GIGB 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; 2022Q2: restricted; 2022Q3: 12,417 shares; 2022Q4: 682 shares; 2023Q1: not reported; 2023Q2: 1,340 shares; 2023Q3: not reported; 2023Q4: 1,313 shares; 2024Q1: 6,763 shares 6,763 $310K 0.06% +5,450 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,774 shares; 2022Q4: 3,765 shares; 2023Q1: 3,398 shares; 2023Q2: 3,475 shares; 2023Q3: not reported; 2023Q4: 2,943 shares; 2024Q1: 4,337 shares 4,337 $302K 0.06% +1,394 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,640 shares; 2022Q4: 11,313 shares; 2023Q1: 3,477 shares; 2023Q2: 5,163 shares; 2023Q3: 3,917 shares; 2023Q4: 3,672 shares; 2024Q1: 2,589 shares 2,589 $298K 0.06% -1,083 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; 2022Q2: restricted; 2022Q3: 562 shares; 2022Q4: 119 shares; 2023Q1: 120 shares; 2023Q2: 139 shares; 2023Q3: not reported; 2023Q4: 288 shares; 2024Q1: 303 shares 303 $294K 0.06% +15 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,852 shares; 2022Q4: 2,153 shares; 2023Q1: 2,156 shares; 2023Q2: 1,465 shares; 2023Q3: not reported; 2023Q4: 1,499 shares; 2024Q1: 1,755 shares 1,755 $287K 0.06% +256 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; 2022Q2: restricted; 2022Q3: 3,175 shares; 2022Q4: 3,175 shares; 2023Q1: 3,175 shares; 2023Q2: 3,182 shares; 2023Q3: 3,155 shares; 2023Q4: 3,155 shares; 2024Q1: 3,155 shares 3,155 $287K 0.06% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,176 shares; 2024Q1: 11,375 shares 11,375 $285K 0.06% -1,801 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 14 shares; 2023Q1: 69 shares; 2023Q2: 174 shares; 2023Q3: not reported; 2023Q4: 194 shares; 2024Q1: 295 shares 295 $284K 0.06% +101 Timeline RWJ 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 24,610 shares; 2023Q1: 27,708 shares; 2023Q2: 29,124 shares; 2023Q3: 89,308 shares; 2023Q4: 6,696 shares; 2024Q1: 6,625 shares 6,625 $284K 0.06% -71 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,504 shares; 2022Q4: 4,876 shares; 2023Q1: 3,462 shares; 2023Q2: 4,864 shares; 2023Q3: 4,277 shares; 2023Q4: 3,703 shares; 2024Q1: 3,346 shares 3,346 $280K 0.06% -357 Timeline FIRST TRUST ENERGY INCOME A… FIRST TRUST ENERGY INCOME AND More: the full row for FIRST TRUST ENERGY INCOME AND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 42,817 shares; 2022Q4: 33,835 shares; 2023Q1: 32,310 shares; 2023Q2: 25,385 shares; 2023Q3: 20,977 shares; 2023Q4: 18,001 shares; 2024Q1: 16,706 shares 16,706 $273K 0.05% -1,295 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; 2022Q2: restricted; 2022Q3: 5,220 shares; 2022Q4: 5,077 shares; 2023Q1: 4,002 shares; 2023Q2: 4,021 shares; 2023Q3: 4,042 shares; 2023Q4: 4,509 shares; 2024Q1: 4,084 shares 4,084 $269K 0.05% -425 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; 2022Q2: restricted; 2022Q3: 7,588 shares; 2022Q4: 6,900 shares; 2023Q1: 6,835 shares; 2023Q2: 5,550 shares; 2023Q3: 5,550 shares; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares 5,550 $266K 0.05% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,056 shares; 2022Q4: 1,917 shares; 2023Q1: 1,272 shares; 2023Q2: 818 shares; 2023Q3: not reported; 2023Q4: 1,456 shares; 2024Q1: 1,636 shares 1,636 $261K 0.05% +180 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,561 shares; 2023Q1: 65 shares; 2023Q2: 5,046 shares; 2023Q3: not reported; 2023Q4: 6,099 shares; 2024Q1: 9,302 shares 9,302 $260K 0.05% +3,203 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,900 shares; 2024Q1: 6,070 shares 6,070 $258K 0.05% +3,170 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,405 shares; 2022Q4: 4,650 shares; 2023Q1: 3,764 shares; 2023Q2: 5,065 shares; 2023Q3: 5,065 shares; 2023Q4: 4,026 shares; 2024Q1: 3,776 shares 3,776 $258K 0.05% -250 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; 2022Q2: restricted; 2022Q3: 2,439 shares; 2022Q4: 1,013 shares; 2023Q1: 1,100 shares; 2023Q2: 1,095 shares; 2023Q3: 1,110 shares; 2023Q4: 1,226 shares; 2024Q1: 1,221 shares 1,221 $252K 0.05% -5 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,657 shares 5,657 $251K 0.05% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,619 shares; 2022Q4: 4,127 shares; 2023Q1: 4,127 shares; 2023Q2: 3,308 shares; 2023Q3: 3,208 shares; 2023Q4: 3,208 shares; 2024Q1: 3,250 shares 3,250 $249K 0.05% +42 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,950 shares; 2023Q1: 3,950 shares; 2023Q2: 3,950 shares; 2023Q3: 3,950 shares; 2023Q4: 3,950 shares; 2024Q1: 3,950 shares 3,950 $247K 0.05% 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; 2022Q2: restricted; 2022Q3: 7,600 shares; 2022Q4: 7,551 shares; 2023Q1: 6,521 shares; 2023Q2: 6,127 shares; 2023Q3: not reported; 2023Q4: 6,304 shares; 2024Q1: 6,308 shares 6,308 $246K 0.05% +4 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,221 shares; 2022Q4: 3,372 shares; 2023Q1: 3,931 shares; 2023Q2: 2,884 shares; 2023Q3: 2,852 shares; 2023Q4: 2,974 shares; 2024Q1: 2,799 shares 2,799 $240K 0.05% -175 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,884 shares; 2023Q1: 1,959 shares; 2023Q2: 1,959 shares; 2023Q3: 1,959 shares; 2023Q4: 1,950 shares; 2024Q1: 1,950 shares 1,950 $240K 0.05% 0 Timeline GTO 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; 2022Q2: restricted; 2022Q3: 27,757 shares; 2022Q4: 10,032 shares; 2023Q1: 8,133 shares; 2023Q2: 6,225 shares; 2023Q3: not reported; 2023Q4: 4,956 shares; 2024Q1: 5,124 shares 5,124 $240K 0.05% +168 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,126 shares; 2022Q4: 487 shares; 2023Q1: 453 shares; 2023Q2: 464 shares; 2023Q3: 447 shares; 2023Q4: 347 shares; 2024Q1: 347 shares 347 $238K 0.05% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 27,694 shares; 2022Q4: 57,190 shares; 2023Q1: 57,775 shares; 2023Q2: 65,723 shares; 2023Q3: 63,883 shares; 2023Q4: 26,733 shares; 2024Q1: 18,337 shares 18,337 $237K 0.05% -8,396 Timeline GEM 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; 2022Q2: restricted; 2022Q3: 9,622 shares; 2022Q4: 7,343 shares; 2023Q1: 132 shares; 2023Q2: 11,705 shares; 2023Q3: 9,766 shares; 2023Q4: 9,823 shares; 2024Q1: 7,505 shares 7,505 $235K 0.05% -2,318 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares; 2024Q1: 9,564 shares 9,564 $234K 0.05% +9,064 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,625 shares; 2022Q4: 11,765 shares; 2023Q1: 11,000 shares; 2023Q2: 11,000 shares; 2023Q3: 11,000 shares; 2023Q4: 11,000 shares; 2024Q1: 11,000 shares 11,000 $233K 0.05% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 17,712 shares; 2022Q4: 15,912 shares; 2023Q1: 12,407 shares; 2023Q2: 10,828 shares; 2023Q3: 10,338 shares; 2023Q4: 5,599 shares; 2024Q1: 4,368 shares 4,368 $224K 0.04% -1,231 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: not reported; 2023Q4: 1,434 shares; 2024Q1: 2,202 shares 2,202 $223K 0.04% +768 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,670 shares; 2023Q1: 474 shares; 2023Q2: 5,791 shares; 2023Q3: not reported; 2023Q4: 8,299 shares; 2024Q1: 8,309 shares 8,309 $223K 0.04% +10 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 498 shares; 2023Q1: 1,053 shares; 2023Q2: 2,219 shares; 2023Q3: 2,814 shares; 2023Q4: 2,574 shares; 2024Q1: 2,261 shares 2,261 $221K 0.04% -313 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,490 shares; 2022Q4: 3,585 shares; 2023Q1: 3,525 shares; 2023Q2: 1,113 shares; 2023Q3: not reported; 2023Q4: 1,221 shares; 2024Q1: 1,253 shares 1,253 $220K 0.04% +32 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; 2022Q2: restricted; 2022Q3: 12,589 shares; 2022Q4: 6,443 shares; 2023Q1: 6,587 shares; 2023Q2: 4,617 shares; 2023Q3: 4,637 shares; 2023Q4: 5,806 shares; 2024Q1: 3,439 shares 3,439 $220K 0.04% -2,367 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,506 shares; 2024Q1: 3,561 shares 3,561 $220K 0.04% +55 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; 2022Q2: restricted; 2022Q3: 62,855 shares; 2022Q4: 39,101 shares; 2023Q1: 38,758 shares; 2023Q2: 4,551 shares; 2023Q3: not reported; 2023Q4: 4,758 shares; 2024Q1: 3,766 shares 3,766 $218K 0.04% -992 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; 2022Q2: restricted; 2022Q3: 32,769 shares; 2022Q4: 2,700 shares; 2023Q1: 3,925 shares; 2023Q2: 6,800 shares; 2023Q3: not reported; 2023Q4: 13,394 shares; 2024Q1: 13,694 shares 13,694 $215K 0.04% +300 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; 2022Q2: restricted; 2022Q3: 11,013 shares; 2022Q4: 4,987 shares; 2023Q1: 3,423 shares; 2023Q2: 3,925 shares; 2023Q3: 3,842 shares; 2023Q4: 4,129 shares; 2024Q1: 4,314 shares 4,314 $215K 0.04% +185 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; 2022Q2: restricted; 2022Q3: 7,903 shares; 2022Q4: 5,645 shares; 2023Q1: 5,727 shares; 2023Q2: 3,710 shares; 2023Q3: 3,710 shares; 2023Q4: 3,710 shares; 2024Q1: 3,965 shares 3,965 $215K 0.04% +255 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,160 shares; 2023Q3: 2,160 shares; 2023Q4: 2,160 shares; 2024Q1: 2,160 shares 2,160 $215K 0.04% 0 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,830 shares; 2023Q1: 4,830 shares; 2023Q2: 4,830 shares; 2023Q3: 4,830 shares; 2023Q4: 4,692 shares; 2024Q1: 4,392 shares 4,392 $214K 0.04% -300 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; 2022Q2: restricted; 2022Q3: 10,016 shares; 2022Q4: 8,816 shares; 2023Q1: 9,332 shares; 2023Q2: 6,076 shares; 2023Q3: 6,028 shares; 2023Q4: 5,255 shares; 2024Q1: 3,200 shares 3,200 $214K 0.04% -2,055 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 241 shares; 2023Q2: 1,023 shares; 2023Q3: not reported; 2023Q4: 3,448 shares; 2024Q1: 4,012 shares 4,012 $214K 0.04% +564 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 785 shares; 2023Q1: 1,276 shares; 2023Q2: 1,541 shares; 2023Q3: 1,617 shares; 2023Q4: 1,670 shares; 2024Q1: 1,602 shares 1,602 $211K 0.04% -68 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 313 shares; 2023Q1: 313 shares; 2023Q2: 42 shares; 2023Q3: not reported; 2023Q4: 283 shares; 2024Q1: 537 shares 537 $210K 0.04% +254 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,536 shares; 2022Q4: 4,972 shares; 2023Q1: 2,695 shares; 2023Q2: 5,451 shares; 2023Q3: 6,407 shares; 2023Q4: 7,751 shares; 2024Q1: 4,830 shares 4,830 $209K 0.04% -2,921 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; 2022Q2: restricted; 2022Q3: 3,090 shares; 2022Q4: 2,160 shares; 2023Q1: 1,835 shares; 2023Q2: 1,835 shares; 2023Q3: not reported; 2023Q4: 1,785 shares; 2024Q1: 1,690 shares 1,690 $208K 0.04% -95 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,981 shares; 2022Q4: 9,699 shares; 2023Q1: 9,258 shares; 2023Q2: 1,828 shares; 2023Q3: not reported; 2023Q4: 1,147 shares; 2024Q1: 1,817 shares 1,817 $208K 0.04% +670 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 26 shares; 2023Q1: 26 shares; 2023Q2: 334 shares; 2023Q3: not reported; 2023Q4: 861 shares; 2024Q1: 3,849 shares 3,849 $207K 0.04% +2,988 Timeline JPEF 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,360 shares; 2024Q1: 3,450 shares 3,450 $206K 0.04% +1,090 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 81 shares; 2023Q1: 60 shares; 2023Q2: 77 shares; 2023Q3: not reported; 2023Q4: 254 shares; 2024Q1: 1,104 shares 1,104 $206K 0.04% +850 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,100 shares; 2022Q4: 4,614 shares; 2023Q1: 4,514 shares; 2023Q2: 4,289 shares; 2023Q3: not reported; 2023Q4: 5,230 shares; 2024Q1: 5,242 shares 5,242 $205K 0.04% +12 Timeline RSPN 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 8,633 shares; 2023Q1: 10,049 shares; 2023Q2: 10,404 shares; 2023Q3: 52,746 shares; 2023Q4: 4,280 shares; 2024Q1: 4,268 shares 4,268 $204K 0.04% -12 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,578 shares; 2022Q4: 2,578 shares; 2023Q1: 2,578 shares; 2023Q2: 2,578 shares; 2023Q3: not reported; 2023Q4: 2,578 shares; 2024Q1: 2,778 shares 2,778 $202K 0.04% +200 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,642 shares; 2022Q4: 11,952 shares; 2023Q1: 1,344 shares; 2023Q2: 8,788 shares; 2023Q3: 8,418 shares; 2023Q4: 6,302 shares; 2024Q1: 6,302 shares 6,302 $201K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,332 shares; 2022Q4: 641 shares; 2023Q1: 644 shares; 2023Q2: 181 shares; 2023Q3: not reported; 2023Q4: 87 shares; 2024Q1: 374 shares 374 $201K 0.04% +287 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,007 shares; 2023Q1: 976 shares; 2023Q2: 976 shares; 2023Q3: not reported; 2023Q4: 805 shares; 2024Q1: 750 shares 750 $199K 0.04% -55 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 33,988 shares; 2022Q4: 29,301 shares; 2023Q1: 12,424 shares; 2023Q2: 22,894 shares; 2023Q3: 18,718 shares; 2023Q4: 16,999 shares; 2024Q1: 2,731 shares 2,731 $198K 0.04% -14,268 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 113,580 shares; 2022Q4: 8,522 shares; 2023Q1: 8,230 shares; 2023Q2: 9,282 shares; 2023Q3: not reported; 2023Q4: 35,728 shares; 2024Q1: 36,335 shares 36,335 $195K 0.04% +607 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,826 shares; 2022Q4: 478 shares; 2023Q1: 484 shares; 2023Q2: 455 shares; 2023Q3: not reported; 2023Q4: 545 shares; 2024Q1: 545 shares 545 $195K 0.04% 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,243 shares; 2023Q1: 667 shares; 2023Q2: 2,549 shares; 2023Q3: not reported; 2023Q4: 1,429 shares; 2024Q1: 1,434 shares 1,434 $194K 0.04% +5 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 7 shares; 2023Q1: not reported; 2023Q2: 18 shares; 2023Q3: not reported; 2023Q4: 2,602 shares; 2024Q1: 2,102 shares 2,102 $193K 0.04% -500 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,704 shares; 2023Q1: 1,704 shares; 2023Q2: 1,704 shares; 2023Q3: not reported; 2023Q4: 2,743 shares; 2024Q1: 3,300 shares 3,300 $190K 0.04% +557 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 717 shares; 2023Q1: 589 shares; 2023Q2: 605 shares; 2023Q3: not reported; 2023Q4: 797 shares; 2024Q1: 1,120 shares 1,120 $190K 0.04% +323 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,552 shares; 2022Q4: 4,324 shares; 2023Q1: 1,001 shares; 2023Q2: 4,859 shares; 2023Q3: 2,745 shares; 2023Q4: 1,791 shares; 2024Q1: 1,818 shares 1,818 $189K 0.04% +27 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,040 shares; 2022Q4: 10,575 shares; 2023Q1: 53 shares; 2023Q2: 3,627 shares; 2023Q3: not reported; 2023Q4: 4,165 shares; 2024Q1: 4,431 shares 4,431 $189K 0.04% +266 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,157 shares; 2022Q4: 1,659 shares; 2023Q1: 1,188 shares; 2023Q2: 1,130 shares; 2023Q3: not reported; 2023Q4: 1,084 shares; 2024Q1: 1,084 shares 1,084 $188K 0.04% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,039 shares; 2022Q4: 708 shares; 2023Q1: 283 shares; 2023Q2: 698 shares; 2023Q3: not reported; 2023Q4: 599 shares; 2024Q1: 1,107 shares 1,107 $187K 0.04% +508 Timeline VAMO CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 1,822 shares; 2023Q2: 4,158 shares; 2023Q3: not reported; 2023Q4: 5,353 shares; 2024Q1: 6,155 shares 6,155 $184K 0.04% +802 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 13,005 shares; 2022Q4: 9,804 shares; 2023Q1: 10,099 shares; 2023Q2: 2,837 shares; 2023Q3: not reported; 2023Q4: 3,427 shares; 2024Q1: 3,228 shares 3,228 $182K 0.04% -199 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,363 shares; 2023Q1: 3,124 shares; 2023Q2: 3,122 shares; 2023Q3: not reported; 2023Q4: 3,186 shares; 2024Q1: 3,016 shares 3,016 $180K 0.04% -170 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,259 shares; 2022Q4: 314 shares; 2023Q1: 320 shares; 2023Q2: 489 shares; 2023Q3: not reported; 2023Q4: 654 shares; 2024Q1: 628 shares 628 $179K 0.04% -26 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6,020 shares; 2023Q1: 6,020 shares; 2023Q2: 5,585 shares; 2023Q3: not reported; 2023Q4: 4,085 shares; 2024Q1: 4,447 shares 4,447 $175K 0.04% +362 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,332 shares 3,332 $175K 0.04% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 9,212 shares; 2022Q4: 8,160 shares; 2023Q1: 9,025 shares; 2023Q2: 4,437 shares; 2023Q3: not reported; 2023Q4: 2,465 shares; 2024Q1: 2,065 shares 2,065 $175K 0.03% -400 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,662 shares; 2022Q4: 6,535 shares; 2023Q1: 6,335 shares; 2023Q2: 5,865 shares; 2023Q3: not reported; 2023Q4: 5,065 shares; 2024Q1: 4,985 shares 4,985 $174K 0.03% -80 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,722 shares; 2022Q4: 6,237 shares; 2023Q1: 6,237 shares; 2023Q2: 6,237 shares; 2023Q3: not reported; 2023Q4: 5,558 shares; 2024Q1: 5,058 shares 5,058 $173K 0.03% -500 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,235 shares; 2023Q1: 950 shares; 2023Q2: 924 shares; 2023Q3: not reported; 2023Q4: 1,424 shares; 2024Q1: 3,354 shares 3,354 $169K 0.03% +1,930 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 272 shares; 2024Q1: 2,888 shares 2,888 $168K 0.03% +2,616 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,257 shares; 2022Q4: 10,619 shares; 2023Q1: 1,628 shares; 2023Q2: 6,100 shares; 2023Q3: 5,204 shares; 2023Q4: 4,546 shares; 2024Q1: 3,038 shares 3,038 $165K 0.03% -1,508 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 424 shares; 2023Q1: 359 shares; 2023Q2: 322 shares; 2023Q3: not reported; 2023Q4: 287 shares; 2024Q1: 287 shares 287 $164K 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,815 shares; 2024Q1: 2,990 shares 2,990 $162K 0.03% +1,175 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,803 shares; 2022Q4: 1,363 shares; 2023Q1: 1,363 shares; 2023Q2: 1,363 shares; 2023Q3: not reported; 2023Q4: 1,363 shares; 2024Q1: 1,363 shares 1,363 $162K 0.03% 0 Timeline GSSC 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; 2022Q2: restricted; 2022Q3: 8,933 shares; 2022Q4: 5,911 shares; 2023Q1: 98 shares; 2023Q2: 3,903 shares; 2023Q3: 3,846 shares; 2023Q4: 3,851 shares; 2024Q1: 2,471 shares 2,471 $162K 0.03% -1,380 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 811 shares; 2023Q1: 362 shares; 2023Q2: 517 shares; 2023Q3: not reported; 2023Q4: 655 shares; 2024Q1: 708 shares 708 $161K 0.03% +53 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,277 shares; 2023Q1: 2,977 shares; 2023Q2: 2,733 shares; 2023Q3: not reported; 2023Q4: 2,335 shares; 2024Q1: 2,235 shares 2,235 $158K 0.03% -100 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: not reported; 2023Q4: 2,467 shares; 2024Q1: 3,801 shares 3,801 $158K 0.03% +1,334 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,189 shares; 2023Q1: 1,135 shares; 2023Q2: 2,189 shares; 2023Q3: not reported; 2023Q4: 2,189 shares; 2024Q1: 1,957 shares 1,957 $157K 0.03% -232 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,335 shares 4,335 $157K 0.03% new Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 14,200 shares; 2022Q4: not reported; 2023Q1: 14,200 shares; 2023Q2: 14,200 shares; 2023Q3: 14,200 shares; 2023Q4: 14,200 shares; 2024Q1: 14,200 shares 14,200 $156K 0.03% 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; 2022Q2: restricted; 2022Q3: 1,292 shares; 2022Q4: 1,037 shares; 2023Q1: 1,251 shares; 2023Q2: 1,061 shares; 2023Q3: not reported; 2023Q4: 928 shares; 2024Q1: 880 shares 880 $153K 0.03% -48 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,139 shares; 2022Q4: 4,805 shares; 2023Q1: 4,771 shares; 2023Q2: 731 shares; 2023Q3: not reported; 2023Q4: 522 shares; 2024Q1: 522 shares 522 $151K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 632 shares; 2023Q1: 234 shares; 2023Q2: 589 shares; 2023Q3: not reported; 2023Q4: 473 shares; 2024Q1: 484 shares 484 $151K 0.03% +11 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,539 shares; 2023Q1: 2,539 shares; 2023Q2: 2,539 shares; 2023Q3: not reported; 2023Q4: 2,335 shares; 2024Q1: 3,203 shares 3,203 $150K 0.03% +868 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; 2022Q2: restricted; 2022Q3: 4,186 shares; 2022Q4: 912 shares; 2023Q1: 483 shares; 2023Q2: 258 shares; 2023Q3: not reported; 2023Q4: 157 shares; 2024Q1: 1,263 shares 1,263 $149K 0.03% +1,106 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 739 shares; 2023Q1: 739 shares; 2023Q2: 757 shares; 2023Q3: not reported; 2023Q4: 779 shares; 2024Q1: 751 shares 751 $149K 0.03% -28 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 344 shares; 2024Q1: 936 shares 936 $146K 0.03% +592 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,135 shares; 2022Q4: 1,596 shares; 2023Q1: 1,596 shares; 2023Q2: 445 shares; 2023Q3: not reported; 2023Q4: 537 shares; 2024Q1: 491 shares 491 $145K 0.03% -46 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 127,786 shares; 2022Q4: 24,091 shares; 2023Q1: 18,989 shares; 2023Q2: 5,331 shares; 2023Q3: not reported; 2023Q4: 5,188 shares; 2024Q1: 4,026 shares 4,026 $144K 0.03% -1,162 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; 2022Q2: restricted; 2022Q3: 7,267 shares; 2022Q4: 3,317 shares; 2023Q1: 2,576 shares; 2023Q2: 1,811 shares; 2023Q3: not reported; 2023Q4: 1,844 shares; 2024Q1: 1,794 shares 1,794 $143K 0.03% -50 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,187 shares; 2023Q1: 2,187 shares; 2023Q2: 2,476 shares; 2023Q3: not reported; 2023Q4: 2,778 shares; 2024Q1: 2,912 shares 2,912 $142K 0.03% +134 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 5,647 shares; 2022Q4: 1,454 shares; 2023Q1: 870 shares; 2023Q2: 1,229 shares; 2023Q3: not reported; 2023Q4: 874 shares; 2024Q1: 874 shares 874 $141K 0.03% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,403 shares; 2023Q1: 3,403 shares; 2023Q2: 3,883 shares; 2023Q3: not reported; 2023Q4: 3,883 shares; 2024Q1: 3,883 shares 3,883 $140K 0.03% 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; 2022Q2: restricted; 2022Q3: 28,146 shares; 2022Q4: 23,276 shares; 2023Q1: 23,809 shares; 2023Q2: 1,767 shares; 2023Q3: not reported; 2023Q4: 1,979 shares; 2024Q1: 1,979 shares 1,979 $138K 0.03% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 785 shares; 2023Q1: not reported; 2023Q2: 769 shares; 2023Q3: not reported; 2023Q4: 1,184 shares; 2024Q1: 1,466 shares 1,466 $138K 0.03% +282 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,769 shares; 2022Q4: 1,844 shares; 2023Q1: 1,399 shares; 2023Q2: 1,299 shares; 2023Q3: not reported; 2023Q4: 1,379 shares; 2024Q1: 1,375 shares 1,375 $138K 0.03% -4 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 479 shares; 2023Q1: 479 shares; 2023Q2: 479 shares; 2023Q3: not reported; 2023Q4: 479 shares; 2024Q1: 479 shares 479 $138K 0.03% 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,975 shares; 2023Q1: 2,126 shares; 2023Q2: 2,556 shares; 2023Q3: not reported; 2023Q4: 2,556 shares; 2024Q1: 3,458 shares 3,458 $138K 0.03% +902 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 511 shares; 2023Q1: 329 shares; 2023Q2: 389 shares; 2023Q3: not reported; 2023Q4: 719 shares; 2024Q1: 691 shares 691 $137K 0.03% -28 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 91 shares; 2023Q3: not reported; 2023Q4: 123 shares; 2024Q1: 243 shares 243 $136K 0.03% +120 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,997 shares; 2023Q1: 5,390 shares; 2023Q2: 5,024 shares; 2023Q3: 4,904 shares; 2023Q4: 3,324 shares; 2024Q1: 3,138 shares 3,138 $136K 0.03% -186 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 565 shares; 2023Q1: 565 shares; 2023Q2: 565 shares; 2023Q3: not reported; 2023Q4: 373 shares; 2024Q1: 999 shares 999 $136K 0.03% +626 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 7,705 shares; 2022Q4: 11,214 shares; 2023Q1: 9,387 shares; 2023Q2: 7,357 shares; 2023Q3: 5,635 shares; 2023Q4: 1,852 shares; 2024Q1: 1,265 shares 1,265 $136K 0.03% -587 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,082 shares; 2023Q1: 2,030 shares; 2023Q2: 2,042 shares; 2023Q3: not reported; 2023Q4: 1,380 shares; 2024Q1: 1,325 shares 1,325 $136K 0.03% -55 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares 2,000 $135K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 11,277 shares; 2022Q4: 9,146 shares; 2023Q1: 9,402 shares; 2023Q2: 795 shares; 2023Q3: not reported; 2023Q4: 727 shares; 2024Q1: 1,387 shares 1,387 $135K 0.03% +660 Timeline NXTG 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; 2022Q2: restricted; 2022Q3: 5,668 shares; 2022Q4: 3,878 shares; 2023Q1: 3,738 shares; 2023Q2: 1,905 shares; 2023Q3: not reported; 2023Q4: 1,705 shares; 2024Q1: 1,705 shares 1,705 $135K 0.03% 0 Timeline FCTR 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; 2022Q2: restricted; 2022Q3: 17,761 shares; 2022Q4: 16,687 shares; 2023Q1: 16,689 shares; 2023Q2: 16,568 shares; 2023Q3: 16,243 shares; 2023Q4: 14,343 shares; 2024Q1: 4,347 shares 4,347 $135K 0.03% -9,996 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,330 shares; 2023Q2: 1,030 shares; 2023Q3: not reported; 2023Q4: 904 shares; 2024Q1: 877 shares 877 $134K 0.03% -27 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 819 shares; 2023Q1: 823 shares; 2023Q2: 827 shares; 2023Q3: not reported; 2023Q4: 837 shares; 2024Q1: 840 shares 840 $133K 0.03% +3 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,168 shares; 2024Q1: 3,291 shares 3,291 $133K 0.03% +123 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 60,693 shares; 2022Q4: 37,530 shares; 2023Q1: 35,987 shares; 2023Q2: 3,006 shares; 2023Q3: not reported; 2023Q4: 2,946 shares; 2024Q1: 3,531 shares 3,531 $133K 0.03% +585 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; 2022Q2: restricted; 2022Q3: 3,404 shares; 2022Q4: 1,569 shares; 2023Q1: 1,738 shares; 2023Q2: 609 shares; 2023Q3: not reported; 2023Q4: 597 shares; 2024Q1: 520 shares 520 $132K 0.03% -77 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,400 shares; 2023Q1: 7,228 shares; 2023Q2: 7,463 shares; 2023Q3: not reported; 2023Q4: 5,345 shares; 2024Q1: 4,845 shares 4,845 $132K 0.03% -500 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,944 shares; 2022Q4: 1,055 shares; 2023Q1: 1,055 shares; 2023Q2: 1,345 shares; 2023Q3: not reported; 2023Q4: 1,679 shares; 2024Q1: 1,617 shares 1,617 $131K 0.03% -62 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 90 shares; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: not reported; 2023Q4: 290 shares; 2024Q1: 388 shares 388 $131K 0.03% +98 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: not reported; 2023Q4: 1,064 shares; 2024Q1: 1,139 shares 1,139 $130K 0.03% +75 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,279 shares; 2023Q1: 3,279 shares; 2023Q2: 2,913 shares; 2023Q3: not reported; 2023Q4: 2,941 shares; 2024Q1: 2,863 shares 2,863 $130K 0.03% -78 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; 2022Q2: restricted; 2022Q3: 2,910 shares; 2022Q4: 862 shares; 2023Q1: 863 shares; 2023Q2: 870 shares; 2023Q3: not reported; 2023Q4: 1,002 shares; 2024Q1: 1,002 shares 1,002 $128K 0.03% 0 Timeline GSWO 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,426 shares; 2023Q3: not reported; 2023Q4: 4,345 shares; 2024Q1: 2,702 shares 2,702 $127K 0.03% -1,643 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,380 shares; 2023Q1: not reported; 2023Q2: 1,126 shares; 2023Q3: not reported; 2023Q4: 1,748 shares; 2024Q1: 2,022 shares 2,022 $127K 0.03% +274 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 10,798 shares; 2022Q4: 10,798 shares; 2023Q1: 11,895 shares; 2023Q2: 11,895 shares; 2023Q3: 11,895 shares; 2023Q4: 11,895 shares; 2024Q1: 10,798 shares 10,798 $126K 0.03% -1,097 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 967 shares; 2024Q1: 6,219 shares 6,219 $125K 0.03% +5,252 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 9,174 shares; 2023Q1: 1,014 shares; 2023Q2: 6,780 shares; 2023Q3: not reported; 2023Q4: 4,876 shares; 2024Q1: 4,876 shares 4,876 $124K 0.02% 0 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,239 shares; 2024Q1: 4,308 shares 4,308 $124K 0.02% +69 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,767 shares; 2024Q1: 4,777 shares 4,777 $123K 0.02% +3,010 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,770 shares; 2023Q1: 2,720 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,140 shares; 2024Q1: 2,140 shares 2,140 $122K 0.02% 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; 2022Q2: restricted; 2022Q3: 7,720 shares; 2022Q4: 2,237 shares; 2023Q1: 2,237 shares; 2023Q2: 2,237 shares; 2023Q3: not reported; 2023Q4: 2,237 shares; 2024Q1: 2,237 shares 2,237 $122K 0.02% 0 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; 2022Q2: restricted; 2022Q3: 4,611 shares; 2022Q4: 2,893 shares; 2023Q1: 2,521 shares; 2023Q2: 2,333 shares; 2023Q3: not reported; 2023Q4: 1,945 shares; 2024Q1: 2,364 shares 2,364 $120K 0.02% +419 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,855 shares; 2023Q1: 2,855 shares; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: 981 shares; 2024Q1: 981 shares 981 $118K 0.02% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,925 shares; 2024Q1: 2,603 shares 2,603 $118K 0.02% +678 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,505 shares; 2023Q1: 1,505 shares; 2023Q2: 1,375 shares; 2023Q3: not reported; 2023Q4: 1,240 shares; 2024Q1: 2,578 shares 2,578 $117K 0.02% +1,338 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,768 shares; 2023Q1: not reported; 2023Q2: 1,759 shares; 2023Q3: not reported; 2023Q4: 2,958 shares; 2024Q1: 2,465 shares 2,465 $117K 0.02% -493 Timeline GTIP 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; 2022Q2: restricted; 2022Q3: 5,087 shares; 2022Q4: 2,121 shares; 2023Q1: 36 shares; 2023Q2: 1,899 shares; 2023Q3: not reported; 2023Q4: 1,940 shares; 2024Q1: 2,385 shares 2,385 $117K 0.02% +445 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 380 shares; 2023Q3: not reported; 2023Q4: 1,908 shares; 2024Q1: 4,053 shares 4,053 $117K 0.02% +2,145 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 40 shares; 2023Q1: 383 shares; 2023Q2: 383 shares; 2023Q3: not reported; 2023Q4: 427 shares; 2024Q1: 608 shares 608 $117K 0.02% +181 Timeline QQEW 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 465 shares; 2023Q1: 465 shares; 2023Q2: 315 shares; 2023Q3: not reported; 2023Q4: 400 shares; 2024Q1: 942 shares 942 $117K 0.02% +542 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 30 shares; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 40 shares 40 $116K 0.02% +24 Timeline GEMD 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,207 shares; 2023Q1: 46 shares; 2023Q2: 2,908 shares; 2023Q3: not reported; 2023Q4: 2,890 shares; 2024Q1: 2,773 shares 2,773 $114K 0.02% -117 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,542 shares; 2022Q4: 5,145 shares; 2023Q1: 4,685 shares; 2023Q2: 4,145 shares; 2023Q3: not reported; 2023Q4: 1,874 shares; 2024Q1: 1,367 shares 1,367 $114K 0.02% -507 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 870 shares; 2023Q1: 810 shares; 2023Q2: 742 shares; 2023Q3: not reported; 2023Q4: 682 shares; 2024Q1: 802 shares 802 $111K 0.02% +120 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 60 shares; 2023Q1: 60 shares; 2023Q2: 110 shares; 2023Q3: not reported; 2023Q4: 105 shares; 2024Q1: 385 shares 385 $109K 0.02% +280 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 320 shares; 2023Q1: 312 shares; 2023Q2: 352 shares; 2023Q3: not reported; 2023Q4: 802 shares; 2024Q1: 1,185 shares 1,185 $109K 0.02% +383 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 795 shares; 2023Q1: 1,706 shares; 2023Q2: 2,658 shares; 2023Q3: 4,569 shares; 2023Q4: 1,471 shares; 2024Q1: 1,382 shares 1,382 $109K 0.02% -89 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 259 shares; 2023Q3: not reported; 2023Q4: 170 shares; 2024Q1: 312 shares 312 $107K 0.02% +142 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,794 shares; 2022Q4: 1,084 shares; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: not reported; 2023Q4: 1,112 shares; 2024Q1: 1,149 shares 1,149 $107K 0.02% +37 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,850 shares; 2023Q1: 4,950 shares; 2023Q2: 4,450 shares; 2023Q3: not reported; 2023Q4: 4,450 shares; 2024Q1: 5,150 shares 5,150 $107K 0.02% +700 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 871 shares; 2023Q1: 871 shares; 2023Q2: 771 shares; 2023Q3: not reported; 2023Q4: 1,371 shares; 2024Q1: 1,371 shares 1,371 $106K 0.02% 0 Timeline QCLN 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; 2022Q2: restricted; 2022Q3: 18,838 shares; 2022Q4: 16,950 shares; 2023Q1: 16,188 shares; 2023Q2: 14,112 shares; 2023Q3: 11,922 shares; 2023Q4: 8,368 shares; 2024Q1: 3,030 shares 3,030 $105K 0.02% -5,338 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 635 shares; 2023Q1: 635 shares; 2023Q2: 635 shares; 2023Q3: not reported; 2023Q4: 635 shares; 2024Q1: 635 shares 635 $105K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 8,210 shares; 2022Q4: 2,858 shares; 2023Q1: 2,472 shares; 2023Q2: 676 shares; 2023Q3: not reported; 2023Q4: 1,156 shares; 2024Q1: 1,559 shares 1,559 $105K 0.02% +403 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,079 shares; 2023Q1: 1,079 shares; 2023Q2: 1,079 shares; 2023Q3: not reported; 2023Q4: 1,079 shares; 2024Q1: 1,079 shares 1,079 $104K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 24 shares; 2023Q3: not reported; 2023Q4: 412 shares; 2024Q1: 1,772 shares 1,772 $103K 0.02% +1,360 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,567 shares; 2024Q1: 2,512 shares 2,512 $102K 0.02% +945 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 322 shares; 2023Q1: 41 shares; 2023Q2: 297 shares; 2023Q3: not reported; 2023Q4: 297 shares; 2024Q1: 281 shares 281 $102K 0.02% -16 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 127 shares; 2023Q1: 1,152 shares; 2023Q2: 1,152 shares; 2023Q3: not reported; 2023Q4: 1,152 shares; 2024Q1: 1,167 shares 1,167 $102K 0.02% +15 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 136 shares; 2023Q3: not reported; 2023Q4: 3,113 shares; 2024Q1: 3,763 shares 3,763 $102K 0.02% +650 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,008 shares; 2022Q4: 1,675 shares; 2023Q1: 1,880 shares; 2023Q2: 2,326 shares; 2023Q3: not reported; 2023Q4: 1,875 shares; 2024Q1: 1,778 shares 1,778 $102K 0.02% -97 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; 2022Q2: restricted; 2022Q3: 2,642 shares; 2022Q4: 1,143 shares; 2023Q1: 593 shares; 2023Q2: 599 shares; 2023Q3: not reported; 2023Q4: 593 shares; 2024Q1: 593 shares 593 $101K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,897 shares; 2022Q4: 356 shares; 2023Q1: 370 shares; 2023Q2: 76 shares; 2023Q3: not reported; 2023Q4: 87 shares; 2024Q1: 788 shares 788 $101K 0.02% +701 Timeline LEGR 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,859 shares; 2023Q1: 2,859 shares; 2023Q2: 2,863 shares; 2023Q3: not reported; 2023Q4: 2,334 shares; 2024Q1: 2,335 shares 2,335 $100K 0.02% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 91 shares; 2023Q1: 182 shares; 2023Q2: 186 shares; 2023Q3: not reported; 2023Q4: 476 shares; 2024Q1: 1,689 shares 1,689 $100K 0.02% +1,213 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 37 shares; 2023Q1: 37 shares; 2023Q2: 465 shares; 2023Q3: not reported; 2023Q4: 515 shares; 2024Q1: 515 shares 515 $99.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,583 shares; 2023Q1: 2,583 shares; 2023Q2: 2,740 shares; 2023Q3: not reported; 2023Q4: 3,227 shares; 2024Q1: 2,776 shares 2,776 $98.8K 0.02% -451 Timeline ENERPLUS CORP ENERPLUS CORP More: the full row for ENERPLUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: not reported; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares 5,000 $98.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 241 shares; 2023Q1: 241 shares; 2023Q2: 1,580 shares; 2023Q3: not reported; 2023Q4: 1,528 shares; 2024Q1: 1,427 shares 1,427 $97.7K 0.02% -101 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 346 shares; 2023Q1: 55 shares; 2023Q2: 380 shares; 2023Q3: not reported; 2023Q4: 399 shares; 2024Q1: 356 shares 356 $97.1K 0.02% -43 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,513 shares; 2023Q1: 110 shares; 2023Q2: 1,573 shares; 2023Q3: not reported; 2023Q4: 1,859 shares; 2024Q1: 1,681 shares 1,681 $96.9K 0.02% -178 Timeline CALUMET SPECIALTY PRODS PART CALUMET SPECIALTY PRODS PART More: the full row for CALUMET SPECIALTY PRODS PART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6,516 shares; 2023Q1: 6,516 shares; 2023Q2: 6,516 shares; 2023Q3: not reported; 2023Q4: 6,516 shares; 2024Q1: 6,516 shares 6,516 $96.8K 0.02% 0 OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: not reported; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares 3,000 $95K 0.02% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,775 shares; 2022Q4: 324 shares; 2023Q1: 332 shares; 2023Q2: 374 shares; 2023Q3: not reported; 2023Q4: 389 shares; 2024Q1: 359 shares 359 $94.8K 0.02% -30 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares 2,000 $94.6K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,160 shares; 2023Q1: 632 shares; 2023Q2: 2,229 shares; 2023Q3: not reported; 2023Q4: 1,789 shares; 2024Q1: 1,149 shares 1,149 $94K 0.02% -640 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 479 shares; 2024Q1: 1,839 shares 1,839 $93.3K 0.02% +1,360 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,072 shares; 2023Q1: not reported; 2023Q2: 2,908 shares; 2023Q3: not reported; 2023Q4: 2,357 shares; 2024Q1: 2,490 shares 2,490 $93.3K 0.02% +133 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,415 shares; 2023Q1: 3,045 shares; 2023Q2: 1,897 shares; 2023Q3: not reported; 2023Q4: 1,793 shares; 2024Q1: 1,854 shares 1,854 $93K 0.02% +61 Timeline PGX 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,109 shares; 2023Q3: not reported; 2023Q4: 11,023 shares; 2024Q1: 7,827 shares 7,827 $93K 0.02% -3,196 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: not reported; 2023Q4: 750 shares; 2024Q1: 750 shares 750 $92.3K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 37 shares; 2023Q3: not reported; 2023Q4: 70 shares; 2024Q1: 220 shares 220 $92K 0.02% +150 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 742 shares; 2023Q1: 742 shares; 2023Q2: 742 shares; 2023Q3: not reported; 2023Q4: 647 shares; 2024Q1: 618 shares 618 $91.9K 0.02% -29 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: not reported; 2023Q4: 175 shares; 2024Q1: 175 shares 175 $91.8K 0.02% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,000 shares; 2023Q1: not reported; 2023Q2: 2,000 shares; 2023Q3: not reported; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares 2,000 $91.4K 0.02% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 930 shares; 2023Q1: 5,825 shares; 2023Q2: 8,212 shares; 2023Q3: 10,517 shares; 2023Q4: 2,875 shares; 2024Q1: 1,833 shares 1,833 $90.8K 0.02% -1,042 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: 614 shares; 2024Q1: 1,572 shares 1,572 $89.5K 0.02% +958 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 23,691 shares; 2022Q4: 10,736 shares; 2023Q1: 11,276 shares; 2023Q2: 11,556 shares; 2023Q3: 11,853 shares; 2023Q4: 11,853 shares; 2024Q1: 12,450 shares 12,450 $89K 0.02% +597 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,026 shares; 2023Q1: 1,026 shares; 2023Q2: 1,026 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares 1,000 $88.9K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 22 shares; 2023Q1: 23 shares; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: 99 shares; 2024Q1: 116 shares 116 $88.4K 0.02% +17 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,865 shares; 2023Q1: 2,355 shares; 2023Q2: 2,656 shares; 2023Q3: not reported; 2023Q4: 2,658 shares; 2024Q1: 2,703 shares 2,703 $88.3K 0.02% +45 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,084 shares; 2023Q1: 1,614 shares; 2023Q2: 1,842 shares; 2023Q3: not reported; 2023Q4: 3,245 shares; 2024Q1: 1,607 shares 1,607 $88.1K 0.02% -1,638 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 10 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 163 shares 163 $88K 0.02% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,501 shares; 2023Q1: 2,148 shares; 2023Q2: 2,097 shares; 2023Q3: not reported; 2023Q4: 2,097 shares; 2024Q1: 2,000 shares 2,000 $87.5K 0.02% -97 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; 2022Q2: restricted; 2022Q3: 3,265 shares; 2022Q4: 2,125 shares; 2023Q1: 1,948 shares; 2023Q2: 1,697 shares; 2023Q3: not reported; 2023Q4: 991 shares; 2024Q1: 1,008 shares 1,008 $87.2K 0.02% +17 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 687 shares; 2023Q1: 465 shares; 2023Q2: 1,437 shares; 2023Q3: not reported; 2023Q4: 1,264 shares; 2024Q1: 1,141 shares 1,141 $87K 0.02% -123 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,184 shares; 2023Q1: 1,184 shares; 2023Q2: 1,184 shares; 2023Q3: not reported; 2023Q4: 1,194 shares; 2024Q1: 1,194 shares 1,194 $87K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,527 shares; 2022Q4: 3,512 shares; 2023Q1: 2,986 shares; 2023Q2: 2,676 shares; 2023Q3: not reported; 2023Q4: 3,267 shares; 2024Q1: 2,480 shares 2,480 $86.5K 0.02% -787 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,173 shares; 2022Q4: 923 shares; 2023Q1: 227 shares; 2023Q2: 680 shares; 2023Q3: not reported; 2023Q4: 1,266 shares; 2024Q1: 879 shares 879 $86.1K 0.02% -387 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,252 shares 1,252 $86K 0.02% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,354 shares; 2023Q1: 1,354 shares; 2023Q2: 1,354 shares; 2023Q3: not reported; 2023Q4: 1,354 shares; 2024Q1: 1,565 shares 1,565 $85.8K 0.02% +211 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,040 shares; 2023Q1: 840 shares; 2023Q2: 840 shares; 2023Q3: not reported; 2023Q4: 833 shares; 2024Q1: 833 shares 833 $85.6K 0.02% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 216 shares; 2023Q1: 216 shares; 2023Q2: 230 shares; 2023Q3: not reported; 2023Q4: 301 shares; 2024Q1: 302 shares 302 $85.3K 0.02% +1 Timeline FXU 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,276 shares; 2023Q1: 3,276 shares; 2023Q2: 2,616 shares; 2023Q3: not reported; 2023Q4: 2,616 shares; 2024Q1: 2,616 shares 2,616 $84.9K 0.02% 0 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,320 shares; 2022Q4: 543 shares; 2023Q1: 326 shares; 2023Q2: 576 shares; 2023Q3: not reported; 2023Q4: 344 shares; 2024Q1: 322 shares 322 $84.5K 0.02% -22 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,235 shares 1,235 $84.5K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,812 shares; 2023Q1: 1,934 shares; 2023Q2: 1,935 shares; 2023Q3: not reported; 2023Q4: 1,937 shares; 2024Q1: 1,938 shares 1,938 $84.4K 0.02% +1 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 3,340 shares; 2022Q4: 1,954 shares; 2023Q1: 2,272 shares; 2023Q2: 1,239 shares; 2023Q3: not reported; 2023Q4: 1,239 shares; 2024Q1: 1,339 shares 1,339 $84.1K 0.02% +100 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,186 shares; 2023Q1: 1,216 shares; 2023Q2: 983 shares; 2023Q3: not reported; 2023Q4: 1,029 shares; 2024Q1: 1,079 shares 1,079 $83.9K 0.02% +50 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,765 shares; 2023Q3: not reported; 2023Q4: 1,649 shares; 2024Q1: 1,649 shares 1,649 $83.7K 0.02% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 347 shares; 2023Q1: not reported; 2023Q2: 301 shares; 2023Q3: not reported; 2023Q4: 331 shares; 2024Q1: 331 shares 331 $83.7K 0.02% 0 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,268 shares; 2023Q1: 3,196 shares; 2023Q2: 1,746 shares; 2023Q3: not reported; 2023Q4: 1,746 shares; 2024Q1: 1,746 shares 1,746 $83.6K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,421 shares; 2022Q4: 575 shares; 2023Q1: 575 shares; 2023Q2: 575 shares; 2023Q3: not reported; 2023Q4: 1,276 shares; 2024Q1: 1,150 shares 1,150 $82.6K 0.02% -126 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 102 shares; 2023Q1: 102 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: 100 shares; 2024Q1: 100 shares 100 $82.5K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 148 shares; 2023Q3: not reported; 2023Q4: 159 shares; 2024Q1: 159 shares 159 $82.4K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 742 shares; 2023Q1: 1,342 shares; 2023Q2: 1,497 shares; 2023Q3: not reported; 2023Q4: 1,809 shares; 2024Q1: 1,739 shares 1,739 $81.8K 0.02% -70 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 415 shares; 2024Q1: 319 shares 319 $81.5K 0.02% -96 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 520 shares; 2023Q1: 520 shares; 2023Q2: 520 shares; 2023Q3: not reported; 2023Q4: 230 shares; 2024Q1: 530 shares 530 $81.5K 0.02% +300 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 58 shares; 2023Q3: not reported; 2023Q4: 58 shares; 2024Q1: 1,236 shares 1,236 $80.7K 0.02% +1,178 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,928 shares; 2022Q4: 4,476 shares; 2023Q1: 5,150 shares; 2023Q2: 2,664 shares; 2023Q3: not reported; 2023Q4: 2,441 shares; 2024Q1: 2,222 shares 2,222 $80.4K 0.02% -219 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: not reported; 2023Q4: 1,000 shares; 2024Q1: 1,400 shares 1,400 $80K 0.02% +400 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; 2022Q2: restricted; 2022Q3: 1,329 shares; 2022Q4: 408 shares; 2023Q1: 401 shares; 2023Q2: 482 shares; 2023Q3: not reported; 2023Q4: 329 shares; 2024Q1: 318 shares 318 $79.5K 0.02% -11 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 15,171 shares; 2022Q4: 3,900 shares; 2023Q1: 3,500 shares; 2023Q2: 4,100 shares; 2023Q3: not reported; 2023Q4: 3,600 shares; 2024Q1: 3,600 shares 3,600 $78.6K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 749 shares; 2023Q1: 749 shares; 2023Q2: 186 shares; 2023Q3: not reported; 2023Q4: 186 shares; 2024Q1: 186 shares 186 $77.7K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 203 shares; 2023Q1: not reported; 2023Q2: 792 shares; 2023Q3: not reported; 2023Q4: 740 shares; 2024Q1: 768 shares 768 $77.4K 0.02% +28 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 4,290 shares; 2022Q4: 1,037 shares; 2023Q1: 1,037 shares; 2023Q2: 1,037 shares; 2023Q3: not reported; 2023Q4: 1,045 shares; 2024Q1: 1,000 shares 1,000 $77.3K 0.02% -45 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: not reported; 2023Q4: 25 shares; 2024Q1: 1,022 shares 1,022 $77.1K 0.02% +997 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,976 shares; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 311 shares; 2023Q3: not reported; 2023Q4: 140 shares; 2024Q1: 469 shares 469 $76.5K 0.02% +329 Timeline ROBT 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 795 shares; 2023Q1: 1,046 shares; 2023Q2: 1,046 shares; 2023Q3: not reported; 2023Q4: 1,691 shares; 2024Q1: 1,691 shares 1,691 $76.5K 0.02% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 69 shares; 2023Q1: 69 shares; 2023Q2: 69 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,191 shares 2,191 $76.4K 0.02% new Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,945 shares 1,945 $76.4K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 16,260 shares; 2022Q4: 993 shares; 2023Q1: 993 shares; 2023Q2: 1,021 shares; 2023Q3: not reported; 2023Q4: 634 shares; 2024Q1: 808 shares 808 $76K 0.02% +174 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 765 shares; 2023Q1: 200 shares; 2023Q2: 210 shares; 2023Q3: not reported; 2023Q4: 710 shares; 2024Q1: 710 shares 710 $75.6K 0.02% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 518 shares; 2023Q1: not reported; 2023Q2: 518 shares; 2023Q3: not reported; 2023Q4: 518 shares; 2024Q1: 518 shares 518 $75.2K 0.02% 0 ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 621 shares 621 $74.8K 0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 2,610 shares; 2022Q4: 2,108 shares; 2023Q1: 1,413 shares; 2023Q2: 1,049 shares; 2023Q3: not reported; 2023Q4: 615 shares; 2024Q1: 1,122 shares 1,122 $74.4K 0.01% +507 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,943 shares; 2023Q1: 2,412 shares; 2023Q2: 1,857 shares; 2023Q3: not reported; 2023Q4: 1,902 shares; 2024Q1: 2,426 shares 2,426 $73.6K 0.01% +524 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 334 shares; 2023Q1: 299 shares; 2023Q2: 285 shares; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 282 shares 282 $73.5K 0.01% -3 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,273 shares; 2023Q1: 1,352 shares; 2023Q2: 1,327 shares; 2023Q3: not reported; 2023Q4: 1,212 shares; 2024Q1: 992 shares 992 $73.4K 0.01% -220 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 6,925 shares; 2022Q4: 3,388 shares; 2023Q1: 600 shares; 2023Q2: 2,026 shares; 2023Q3: not reported; 2023Q4: 2,129 shares; 2024Q1: 2,001 shares 2,001 $73.2K 0.01% -128 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 8,115 shares; 2023Q1: 8,320 shares; 2023Q2: 900 shares; 2023Q3: not reported; 2023Q4: 2,350 shares; 2024Q1: 3,165 shares 3,165 $72.8K 0.01% +815 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 616 shares; 2023Q1: 616 shares; 2023Q2: 587 shares; 2023Q3: not reported; 2023Q4: 588 shares; 2024Q1: 589 shares 589 $72K 0.01% +1 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 455 shares; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: not reported; 2023Q4: 405 shares; 2024Q1: 395 shares 395 $71.3K 0.01% -10 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; 2022Q2: restricted; 2022Q3: 3,281 shares; 2022Q4: 902 shares; 2023Q1: 692 shares; 2023Q2: 786 shares; 2023Q3: not reported; 2023Q4: 980 shares; 2024Q1: 973 shares 973 $71.3K 0.01% -7 Timeline FGD 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 212 shares; 2023Q1: 212 shares; 2023Q2: 1,672 shares; 2023Q3: not reported; 2023Q4: 2,431 shares; 2024Q1: 3,119 shares 3,119 $71K 0.01% +688 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,100 shares; 2023Q3: not reported; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares 1,100 $70.9K 0.01% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 792 shares; 2023Q1: not reported; 2023Q2: 1,128 shares; 2023Q3: not reported; 2023Q4: 1,118 shares; 2024Q1: 1,049 shares 1,049 $70.7K 0.01% -69 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 889 shares; 2023Q1: 889 shares; 2023Q2: 889 shares; 2023Q3: not reported; 2023Q4: 330 shares; 2024Q1: 373 shares 373 $69.7K 0.01% +43 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 448 shares; 2023Q1: 455 shares; 2023Q2: 455 shares; 2023Q3: not reported; 2023Q4: 285 shares; 2024Q1: 285 shares 285 $69.6K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,894 shares; 2022Q4: 8,305 shares; 2023Q1: 1,852 shares; 2023Q2: 3,346 shares; 2023Q3: not reported; 2023Q4: 2,252 shares; 2024Q1: 2,150 shares 2,150 $69.3K 0.01% -102 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,272 shares; 2022Q4: 265 shares; 2023Q1: 291 shares; 2023Q2: 291 shares; 2023Q3: not reported; 2023Q4: 291 shares; 2024Q1: 287 shares 287 $68.8K 0.01% -4 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 12,172 shares; 2022Q4: 9,425 shares; 2023Q1: 9,125 shares; 2023Q2: 4,534 shares; 2023Q3: not reported; 2023Q4: 4,478 shares; 2024Q1: 4,478 shares 4,478 $68.7K 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 1,249 shares; 2023Q1: 3,404 shares; 2023Q2: 1,685 shares; 2023Q3: not reported; 2023Q4: 3,419 shares; 2024Q1: 3,471 shares 3,471 $67K 0.01% +52 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,030 shares; 2024Q1: 1,474 shares 1,474 $66.8K 0.01% -556 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: 1,153 shares; 2022Q4: 269 shares; 2023Q1: 266 shares; 2023Q2: 268 shares; 2023Q3: not reported; 2023Q4: 270 shares; 2024Q1: 305 shares 305 $65.7K 0.01% +35 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,506 shares; 2023Q1: 1,370 shares; 2023Q2: 1,370 shares; 2023Q3: not reported; 2023Q4: 1,010 shares; 2024Q1: 1,080 shares 1,080 $65.1K 0.01% +70 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 294 shares; 2023Q2: 362 shares; 2023Q3: not reported; 2023Q4: 522 shares; 2024Q1: 522 shares 522 $64.7K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9 shares; 2023Q3: not reported; 2023Q4: 300 shares; 2024Q1: 681 shares 681 $64.6K 0.01% +381 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 297 shares; 2023Q1: 297 shares; 2023Q2: 298 shares; 2023Q3: not reported; 2023Q4: 299 shares; 2024Q1: 254 shares 254 $63.9K 0.01% -45 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 2,934 shares; 2023Q1: 2,734 shares; 2023Q2: 1,652 shares; 2023Q3: not reported; 2023Q4: 1,904 shares; 2024Q1: 1,640 shares 1,640 $63.9K 0.01% -264 Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: not reported; 2023Q4: 20 shares; 2024Q1: 63 shares 63 $63.6K 0.01% +43 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; 2022Q2: restricted; 2022Q3: 5,255 shares; 2022Q4: 2,750 shares; 2023Q1: 2,645 shares; 2023Q2: 331 shares; 2023Q3: not reported; 2023Q4: 547 shares; 2024Q1: 876 shares 876 $63.4K 0.01% +329 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,556 shares; 2023Q3: not reported; 2023Q4: 4,511 shares; 2024Q1: 4,613 shares 4,613 $63.1K 0.01% +102 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 170 shares; 2023Q1: 170 shares; 2023Q2: 245 shares; 2023Q3: not reported; 2023Q4: 460 shares; 2024Q1: 651 shares 651 $63K 0.01% +191 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 3,085 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: not reported; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares 1,200 $63K 0.01% 0 Timeline SPGP 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; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: not reported; 2023Q4: 540 shares; 2024Q1: 590 shares 590 $62.8K 0.01% +50 Timeline