IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,290 shares; 2024Q4: 195,344 shares; 2025Q1: 184,466 shares; 2025Q2: 143,323 shares; 2025Q3: 141,858 shares; 2025Q4: 145,582 shares; 2026Q1: 187,804 shares 187,804 $134M 8.72% +42,222 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,934 shares; 2024Q4: 387,945 shares; 2025Q1: 423,915 shares; 2025Q2: 423,504 shares; 2025Q3: 416,245 shares; 2025Q4: 432,426 shares; 2026Q1: 492,926 shares 492,926 $63.5M 4.12% +60,500 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735,607 shares; 2024Q4: 704,995 shares; 2025Q1: 760,117 shares; 2025Q2: 835,554 shares; 2025Q3: 1,012,986 shares; 2025Q4: 1,046,787 shares; 2026Q1: 992,611 shares 992,611 $63M 4.09% -54,176 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,117 shares; 2024Q4: 85,677 shares; 2025Q1: 154,708 shares; 2025Q2: 192,531 shares; 2025Q3: 203,599 shares; 2025Q4: 285,616 shares; 2026Q1: 275,383 shares 275,383 $60.8M 3.95% -10,233 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,084 shares; 2024Q4: 120,519 shares; 2025Q1: 263,554 shares; 2025Q2: 457,052 shares; 2025Q3: 602,953 shares; 2025Q4: 740,585 shares; 2026Q1: 696,636 shares 696,636 $53.6M 3.48% -43,949 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,458 shares; 2024Q4: 593,034 shares; 2025Q1: 509,534 shares; 2025Q2: 732,521 shares; 2025Q3: 654,123 shares; 2025Q4: 620,156 shares; 2026Q1: 636,575 shares 636,575 $48.2M 3.13% +16,419 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285,923 shares; 2024Q4: 1,098,952 shares; 2025Q1: 1,170,788 shares; 2025Q2: 1,148,897 shares; 2025Q3: 959,066 shares; 2025Q4: 921,668 shares; 2026Q1: 1,026,040 shares 1,026,040 $47.3M 3.07% +104,372 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,236 shares; 2024Q4: 333,090 shares; 2025Q1: 203,561 shares; 2025Q2: 212,567 shares; 2025Q3: 107,137 shares; 2025Q4: 88,997 shares; 2026Q1: 290,554 shares 290,554 $33.8M 2.19% +201,557 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,254 shares; 2024Q4: 124,033 shares; 2025Q1: 130,689 shares; 2025Q2: 145,798 shares; 2025Q3: 170,090 shares; 2025Q4: 178,619 shares; 2026Q1: 157,670 shares 157,670 $33M 2.14% -20,949 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,991 shares; 2024Q4: 82,345 shares; 2025Q1: 82,641 shares; 2025Q2: 94,709 shares; 2025Q3: 92,107 shares; 2025Q4: 91,304 shares; 2026Q1: 75,606 shares 75,606 $32.1M 2.08% -15,698 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,026 shares; 2024Q4: 188,495 shares; 2025Q1: 237,406 shares; 2025Q2: 262,416 shares; 2025Q3: 227,262 shares; 2025Q4: 142,742 shares; 2026Q1: 155,322 shares 155,322 $32M 2.08% +12,580 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,055 shares; 2024Q4: 187,044 shares; 2025Q1: 180,828 shares; 2025Q2: 184,152 shares; 2025Q3: 182,022 shares; 2025Q4: 176,551 shares; 2026Q1: 171,316 shares 171,316 $30.9M 2.01% -5,235 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,976 shares; 2025Q3: 575,373 shares; 2025Q4: 616,023 shares; 2026Q1: 721,285 shares 721,285 $29.9M 1.94% +105,262 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,487 shares; 2024Q4: 125,737 shares; 2025Q1: 114,094 shares; 2025Q2: 121,796 shares; 2025Q3: 119,444 shares; 2025Q4: 127,299 shares; 2026Q1: 109,914 shares 109,914 $29.7M 1.93% -17,385 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,066 shares; 2025Q2: 517,346 shares; 2025Q3: 562,501 shares; 2025Q4: 588,559 shares; 2026Q1: 672,284 shares 672,284 $27.1M 1.76% +83,725 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,848 shares; 2024Q4: 237,907 shares; 2025Q1: 235,280 shares; 2025Q2: 273,566 shares; 2025Q3: 223,120 shares; 2025Q4: 218,218 shares; 2026Q1: 229,796 shares 229,796 $24.6M 1.6% +11,578 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 45,192 shares; 2025Q1: 49,139 shares; 2025Q2: 49,710 shares; 2025Q3: 49,726 shares; 2025Q4: 76,724 shares; 2026Q1: 86,036 shares 86,036 $23.9M 1.55% +9,312 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,050 shares; 2024Q4: 149,115 shares; 2025Q1: 152,061 shares; 2025Q2: 160,782 shares; 2025Q3: 156,784 shares; 2025Q4: 165,311 shares; 2026Q1: 152,392 shares 152,392 $23.6M 1.53% -12,919 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,084 shares; 2024Q4: 110,997 shares; 2025Q1: 111,677 shares; 2025Q2: 114,163 shares; 2025Q3: 106,069 shares; 2025Q4: 107,741 shares; 2026Q1: 87,343 shares 87,343 $23M 1.49% -20,398 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,846 shares; 2024Q4: 116,395 shares; 2025Q1: 113,602 shares; 2025Q2: 119,432 shares; 2025Q3: 122,312 shares; 2025Q4: 120,635 shares; 2026Q1: 115,548 shares 115,548 $22.2M 1.44% -5,087 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442,160 shares 442,160 $20.7M 1.35% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,613 shares; 2024Q4: 40,758 shares; 2025Q1: 128,061 shares; 2025Q2: 171,207 shares; 2025Q3: 246,350 shares; 2025Q4: 251,916 shares; 2026Q1: 202,864 shares 202,864 $20.2M 1.31% -49,052 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,111 shares; 2024Q4: 26,351 shares; 2025Q1: 26,656 shares; 2025Q2: 26,938 shares; 2025Q3: 26,150 shares; 2025Q4: 25,538 shares; 2026Q1: 26,653 shares 26,653 $19M 1.23% +1,115 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,184 shares; 2024Q4: 41,205 shares; 2025Q1: 42,712 shares; 2025Q2: 52,377 shares; 2025Q3: 54,173 shares; 2025Q4: 56,417 shares; 2026Q1: 52,949 shares 52,949 $18.5M 1.2% -3,468 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,799 shares; 2024Q4: 503,348 shares; 2025Q1: 463,671 shares; 2025Q2: 544,263 shares; 2025Q3: 533,904 shares; 2025Q4: 457,137 shares; 2026Q1: 402,511 shares 402,511 $15.6M 1.01% -54,626 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480,800 shares 480,800 $15.6M 1.01% new Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293,216 shares 293,216 $14.9M 0.96% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,758 shares; 2024Q4: 64,801 shares; 2025Q1: 54,860 shares; 2025Q2: 58,853 shares; 2025Q3: 50,389 shares; 2025Q4: 52,327 shares; 2026Q1: 37,506 shares 37,506 $13M 0.85% -14,821 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,210 shares; 2024Q4: 140,644 shares; 2025Q1: 111,171 shares; 2025Q2: 120,954 shares; 2025Q3: 127,684 shares; 2025Q4: 130,348 shares; 2026Q1: 137,156 shares 137,156 $13M 0.84% +6,808 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,823 shares; 2024Q4: 69,262 shares; 2025Q1: 70,805 shares; 2025Q2: 75,018 shares; 2025Q3: 58,301 shares; 2025Q4: 61,272 shares; 2026Q1: 564,071 shares 564,071 $12.9M 0.83% +502,799 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,040 shares; 2024Q4: 182,817 shares; 2025Q1: 194,695 shares; 2025Q2: 208,523 shares; 2025Q3: 209,170 shares; 2025Q4: 233,129 shares; 2026Q1: 233,729 shares 233,729 $12.2M 0.79% +600 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,451 shares; 2024Q4: 45,771 shares; 2025Q1: 36,983 shares; 2025Q2: 35,350 shares; 2025Q3: 45,017 shares; 2025Q4: 44,104 shares; 2026Q1: 28,697 shares 28,697 $11.6M 0.76% -15,407 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,830 shares; 2025Q3: 185,093 shares; 2025Q4: 193,641 shares; 2026Q1: 225,372 shares 225,372 $11.2M 0.73% +31,731 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,569 shares; 2024Q4: 629,569 shares; 2025Q1: 629,569 shares; 2025Q2: 629,569 shares; 2025Q3: 629,569 shares; 2025Q4: 629,569 shares; 2026Q1: 629,569 shares 629,569 $10.7M 0.69% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,571 shares; 2024Q4: 32,247 shares; 2025Q1: 34,283 shares; 2025Q2: 42,299 shares; 2025Q3: 40,374 shares; 2025Q4: 40,402 shares; 2026Q1: 34,424 shares 34,424 $10.6M 0.69% -5,978 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,333 shares; 2024Q4: 16,349 shares; 2025Q1: 14,952 shares; 2025Q2: 16,626 shares; 2025Q3: 15,601 shares; 2025Q4: 16,956 shares; 2026Q1: 22,576 shares 22,576 $8.37M 0.54% +5,620 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 7,035 shares; 2025Q1: 7,935 shares; 2025Q2: 10,061 shares; 2025Q3: 11,676 shares; 2025Q4: 12,971 shares; 2026Q1: 12,190 shares 12,190 $8.16M 0.53% -781 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,001 shares; 2024Q4: 31,023 shares; 2025Q1: 31,182 shares; 2025Q2: 34,755 shares; 2025Q3: 30,055 shares; 2025Q4: 30,095 shares; 2026Q1: 24,311 shares 24,311 $8.14M 0.53% -5,784 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,764 shares; 2024Q4: 15,081 shares; 2025Q1: 16,214 shares; 2025Q2: 19,764 shares; 2025Q3: 18,328 shares; 2025Q4: 17,504 shares; 2026Q1: 16,929 shares 16,929 $8.05M 0.52% -575 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,672 shares; 2024Q4: 116,325 shares; 2025Q1: 117,311 shares; 2025Q2: 117,399 shares; 2025Q3: 116,387 shares; 2025Q4: 102,520 shares; 2026Q1: 101,999 shares 101,999 $7.48M 0.49% -521 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 6,263 shares; 2025Q1: 5,656 shares; 2025Q2: 9,650 shares; 2025Q3: 11,912 shares; 2025Q4: 19,695 shares; 2026Q1: 18,558 shares 18,558 $7.31M 0.47% -1,137 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,764 shares; 2024Q4: 39,345 shares; 2025Q1: 39,452 shares; 2025Q2: 42,690 shares; 2025Q3: 41,848 shares; 2025Q4: 42,507 shares; 2026Q1: 35,559 shares 35,559 $7.25M 0.47% -6,948 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,661 shares; 2024Q4: 150,658 shares; 2025Q1: 148,426 shares; 2025Q2: 148,160 shares; 2025Q3: 146,306 shares; 2025Q4: 146,319 shares; 2026Q1: 135,701 shares 135,701 $7.18M 0.47% -10,618 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,601 shares; 2024Q4: 12,037 shares; 2025Q1: 14,202 shares; 2025Q2: 14,133 shares; 2025Q3: 14,563 shares; 2025Q4: 14,360 shares; 2026Q1: 8,424 shares 8,424 $7.17M 0.47% -5,936 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,234 shares; 2024Q4: 66,435 shares; 2025Q1: 68,078 shares; 2025Q2: 83,439 shares; 2025Q3: 83,034 shares; 2025Q4: 80,853 shares; 2026Q1: 79,645 shares 79,645 $7.11M 0.46% -1,208 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,812 shares; 2024Q4: 49,846 shares; 2025Q1: 50,094 shares; 2025Q2: 54,740 shares; 2025Q3: 65,382 shares; 2025Q4: 66,955 shares; 2026Q1: 77,110 shares 77,110 $6.91M 0.45% +10,155 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,648 shares; 2024Q4: 22,733 shares; 2025Q1: 33,954 shares; 2025Q2: 37,701 shares; 2025Q3: 37,751 shares; 2025Q4: 37,213 shares; 2026Q1: 27,337 shares 27,337 $6.22M 0.4% -9,876 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,233 shares; 2025Q1: 155,825 shares; 2025Q2: 115,473 shares; 2025Q3: 184,238 shares; 2025Q4: 176,175 shares; 2026Q1: 71,749 shares 71,749 $6.14M 0.4% -104,426 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 11,801 shares; 2025Q1: 12,820 shares; 2025Q2: 12,743 shares; 2025Q3: 12,902 shares; 2025Q4: 19,088 shares; 2026Q1: 51,112 shares 51,112 $6.07M 0.39% +32,024 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,847 shares; 2025Q3: 142,481 shares; 2025Q4: 142,481 shares; 2026Q1: 138,865 shares 138,865 $5.88M 0.38% -3,616 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 14,011 shares; 2025Q1: 11,946 shares; 2025Q2: 14,482 shares; 2025Q3: 14,243 shares; 2025Q4: 16,733 shares; 2026Q1: 12,761 shares 12,761 $5.24M 0.34% -3,972 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 12,959 shares; 2025Q1: 12,925 shares; 2025Q2: 12,478 shares; 2025Q3: 15,852 shares; 2025Q4: 19,649 shares; 2026Q1: 20,254 shares 20,254 $5.07M 0.33% +605 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,560 shares; 2025Q1: 1,800 shares; 2025Q2: 1,851 shares; 2025Q3: 1,907 shares; 2025Q4: 1,971 shares; 2026Q1: 7,727 shares 7,727 $4.94M 0.32% +5,756 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,165 shares; 2024Q4: 46,607 shares; 2025Q1: 54,838 shares; 2025Q2: 55,516 shares; 2025Q3: 46,706 shares; 2025Q4: 45,654 shares; 2026Q1: 28,427 shares 28,427 $4.66M 0.3% -17,227 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 16,460 shares; 2025Q1: 13,463 shares; 2025Q2: 11,982 shares; 2025Q3: 11,913 shares; 2025Q4: 12,319 shares; 2026Q1: 21,080 shares 21,080 $4.61M 0.3% +8,761 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 15,803 shares; 2025Q1: 15,727 shares; 2025Q2: 16,552 shares; 2025Q3: 16,146 shares; 2025Q4: 16,024 shares; 2026Q1: 14,263 shares 14,263 $4.6M 0.3% -1,761 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,779 shares; 2024Q4: 275,734 shares; 2025Q1: 268,664 shares; 2025Q2: 251,680 shares; 2025Q3: 220,188 shares; 2025Q4: 198,441 shares; 2026Q1: 138,222 shares 138,222 $4.4M 0.29% -60,219 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,904 shares; 2024Q4: 185,614 shares; 2025Q1: 199,838 shares; 2025Q2: 193,501 shares; 2025Q3: 184,880 shares; 2025Q4: 172,106 shares; 2026Q1: 219,343 shares 219,343 $4.33M 0.28% +47,237 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,820 shares; 2025Q1: 8,217 shares; 2025Q2: 7,142 shares; 2025Q3: 10,931 shares; 2025Q4: 11,775 shares; 2026Q1: 11,554 shares 11,554 $4.31M 0.28% -221 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 23,574 shares; 2025Q1: 22,454 shares; 2025Q2: 23,205 shares; 2025Q3: 20,328 shares; 2025Q4: 17,549 shares; 2026Q1: 16,911 shares 16,911 $4.21M 0.27% -638 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,054 shares; 2024Q4: 20,302 shares; 2025Q1: 19,179 shares; 2025Q2: 24,860 shares; 2025Q3: 23,456 shares; 2025Q4: 26,770 shares; 2026Q1: 32,857 shares 32,857 $4.21M 0.27% +6,087 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 13,832 shares; 2025Q1: 11,442 shares; 2025Q2: 10,587 shares; 2025Q3: 10,401 shares; 2025Q4: 10,962 shares; 2026Q1: 11,411 shares 11,411 $4M 0.26% +449 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,291 shares; 2024Q4: 14,267 shares; 2025Q1: 17,032 shares; 2025Q2: 17,052 shares; 2025Q3: 17,431 shares; 2025Q4: 18,952 shares; 2026Q1: 17,333 shares 17,333 $3.94M 0.26% -1,619 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,194 shares; 2024Q4: 42,361 shares; 2025Q1: 42,902 shares; 2025Q2: 42,605 shares; 2025Q3: 40,479 shares; 2025Q4: 42,026 shares; 2026Q1: 41,487 shares 41,487 $3.91M 0.25% -539 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,412 shares; 2024Q4: 22,509 shares; 2025Q1: 22,500 shares; 2025Q2: 28,758 shares; 2025Q3: 28,711 shares; 2025Q4: 28,701 shares; 2026Q1: 27,753 shares 27,753 $3.86M 0.25% -948 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 12,266 shares; 2025Q1: 11,150 shares; 2025Q2: 18,366 shares; 2025Q3: 20,704 shares; 2025Q4: 21,259 shares; 2026Q1: 23,648 shares 23,648 $3.85M 0.25% +2,389 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,613 shares; 2024Q4: 30,447 shares; 2025Q1: 32,475 shares; 2025Q2: 36,714 shares; 2025Q3: 36,187 shares; 2025Q4: 34,666 shares; 2026Q1: 25,744 shares 25,744 $3.77M 0.24% -8,922 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,758 shares; 2024Q4: 91,758 shares; 2025Q1: 91,758 shares; 2025Q2: 91,758 shares; 2025Q3: 91,758 shares; 2025Q4: 58,374 shares; 2026Q1: 58,374 shares 58,374 $3.77M 0.24% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,062 shares; 2024Q4: 20,299 shares; 2025Q1: 21,110 shares; 2025Q2: 22,948 shares; 2025Q3: 18,952 shares; 2025Q4: 16,593 shares; 2026Q1: 13,686 shares 13,686 $3.68M 0.24% -2,907 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,534 shares; 2025Q3: 18,534 shares; 2025Q4: 14,729 shares; 2026Q1: 12,729 shares 12,729 $3.67M 0.24% -2,000 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 15,427 shares; 2025Q1: 15,531 shares; 2025Q2: 18,168 shares; 2025Q3: 17,929 shares; 2025Q4: 18,063 shares; 2026Q1: 12,251 shares 12,251 $3.55M 0.23% -5,812 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,196 shares; 2024Q4: 96,742 shares; 2025Q1: 108,643 shares; 2025Q2: 105,584 shares; 2025Q3: 32,168 shares; 2025Q4: 32,587 shares; 2026Q1: 15,908 shares 15,908 $3.44M 0.22% -16,679 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 12,810 shares; 2025Q1: 12,845 shares; 2025Q2: 13,540 shares; 2025Q3: 11,271 shares; 2025Q4: 11,156 shares; 2026Q1: 6,478 shares 6,478 $3.4M 0.22% -4,678 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,771 shares; 2025Q1: 4,389 shares; 2025Q2: 5,467 shares; 2025Q3: 9,241 shares; 2025Q4: 12,630 shares; 2026Q1: 15,043 shares 15,043 $3.37M 0.22% +2,413 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,322 shares; 2024Q4: 28,867 shares; 2025Q1: 27,429 shares; 2025Q2: 22,336 shares; 2025Q3: 20,951 shares; 2025Q4: 21,539 shares; 2026Q1: 21,341 shares 21,341 $3.31M 0.22% -198 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,246 shares; 2025Q2: 122,796 shares; 2025Q3: 162,107 shares; 2025Q4: 154,678 shares; 2026Q1: 65,150 shares 65,150 $3.17M 0.21% -89,528 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,376 shares; 2025Q1: 2,261 shares; 2025Q2: 10,433 shares; 2025Q3: 11,264 shares; 2025Q4: 11,217 shares; 2026Q1: 14,978 shares 14,978 $3.07M 0.2% +3,761 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,139 shares; 2025Q1: 4,935 shares; 2025Q2: 5,067 shares; 2025Q3: 4,561 shares; 2025Q4: 31,458 shares; 2026Q1: 33,260 shares 33,260 $3.06M 0.2% +1,802 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,292 shares; 2025Q1: 3,344 shares; 2025Q2: 3,393 shares; 2025Q3: 5,825 shares; 2025Q4: 7,163 shares; 2026Q1: 8,917 shares 8,917 $3.02M 0.2% +1,754 Timeline TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,771 shares 9,771 $2.95M 0.19% new IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,046 shares; 2024Q4: 27,580 shares; 2025Q1: 34,570 shares; 2025Q2: 25,550 shares; 2025Q3: 25,302 shares; 2025Q4: 25,059 shares; 2026Q1: 24,413 shares 24,413 $2.91M 0.19% -646 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 7,589 shares; 2025Q1: 20,574 shares; 2025Q2: 24,021 shares; 2025Q3: 28,698 shares; 2025Q4: 29,239 shares; 2026Q1: 30,996 shares 30,996 $2.91M 0.19% +1,757 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,946 shares; 2024Q4: 19,002 shares; 2025Q1: 18,487 shares; 2025Q2: 21,583 shares; 2025Q3: 24,739 shares; 2025Q4: 30,758 shares; 2026Q1: 28,367 shares 28,367 $2.87M 0.19% -2,391 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 8,512 shares; 2026Q1: 23,037 shares 23,037 $2.82M 0.18% +14,525 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,914 shares; 2025Q1: 2,970 shares; 2025Q2: 3,305 shares; 2025Q3: 3,302 shares; 2025Q4: 2,822 shares; 2026Q1: 2,796 shares 2,796 $2.79M 0.18% -26 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,976 shares; 2025Q1: 1,312 shares; 2025Q2: 2,733 shares; 2025Q3: 2,784 shares; 2025Q4: 2,929 shares; 2026Q1: 1,993 shares 1,993 $2.78M 0.18% -936 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,584 shares; 2024Q4: 52,339 shares; 2025Q1: 51,966 shares; 2025Q2: 52,127 shares; 2025Q3: 39,146 shares; 2025Q4: 33,695 shares; 2026Q1: 22,499 shares 22,499 $2.73M 0.18% -11,196 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,178 shares; 2024Q4: 57,646 shares; 2025Q1: 18,033 shares; 2025Q2: 17,110 shares; 2025Q3: 16,552 shares; 2025Q4: 16,570 shares; 2026Q1: 16,607 shares 16,607 $2.57M 0.17% +37 Timeline FIRST TRUST PREFERRED SECUR… FIRST TRUST PREFERRED SECURITIES … More: the full row for FIRST TRUST PREFERRED SECURITIES & INCOME ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,502 shares 141,502 $2.56M 0.17% new MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,132 shares; 2024Q4: 57,978 shares; 2025Q1: 65,352 shares; 2025Q2: 68,612 shares; 2025Q3: 69,592 shares; 2025Q4: 54,269 shares; 2026Q1: 41,667 shares 41,667 $2.54M 0.17% -12,602 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; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 7,884 shares; 2025Q1: 7,924 shares; 2025Q2: 9,325 shares; 2025Q3: 9,402 shares; 2025Q4: 9,573 shares; 2026Q1: 8,845 shares 8,845 $2.54M 0.16% -728 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,320 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 52,273 shares; 2025Q4: 54,574 shares; 2026Q1: 11,887 shares 11,887 $2.53M 0.16% -42,687 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,736 shares; 2024Q4: 60,228 shares; 2025Q1: 36,543 shares; 2025Q2: 34,983 shares; 2025Q3: 28,605 shares; 2025Q4: 28,365 shares; 2026Q1: 26,654 shares 26,654 $2.53M 0.16% -1,711 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,296 shares; 2026Q1: 9,825 shares 9,825 $2.49M 0.16% +7,529 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,862 shares 72,862 $2.48M 0.16% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,695 shares; 2024Q4: 108,783 shares; 2025Q1: 110,626 shares; 2025Q2: 110,961 shares; 2025Q3: 110,064 shares; 2025Q4: 110,111 shares; 2026Q1: 109,178 shares 109,178 $2.47M 0.16% -933 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,828 shares; 2024Q4: 9,876 shares; 2025Q1: 10,005 shares; 2025Q2: 11,945 shares; 2025Q3: 11,829 shares; 2025Q4: 11,820 shares; 2026Q1: 11,361 shares 11,361 $2.44M 0.16% -459 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 11,635 shares 11,635 $2.28M 0.15% +6,979 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,276 shares; 2024Q4: 29,608 shares; 2025Q1: 29,707 shares; 2025Q2: 24,840 shares; 2025Q3: 24,559 shares; 2025Q4: 24,642 shares; 2026Q1: 24,645 shares 24,645 $2.28M 0.15% +3 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,880 shares; 2024Q4: 13,880 shares; 2025Q1: 13,880 shares; 2025Q2: 13,880 shares; 2025Q3: 13,880 shares; 2025Q4: 13,887 shares; 2026Q1: 14,139 shares 14,139 $2.2M 0.14% +252 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,800 shares; 2024Q4: 80,000 shares; 2025Q1: 180,000 shares; 2025Q2: 174,607 shares; 2025Q3: 174,607 shares; 2025Q4: 177,206 shares; 2026Q1: 74,303 shares 74,303 $2.19M 0.14% -102,903 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,777 shares; 2025Q1: 1,797 shares; 2025Q2: 2,603 shares; 2025Q3: 2,461 shares; 2025Q4: 2,736 shares; 2026Q1: 2,072 shares 2,072 $2.15M 0.14% -664 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.14M 0.14% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,056 shares; 2024Q4: 48,984 shares; 2025Q1: 48,581 shares; 2025Q2: 48,520 shares; 2025Q3: 54,294 shares; 2025Q4: 54,557 shares; 2026Q1: 54,587 shares 54,587 $2.11M 0.14% +30 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,687 shares; 2025Q2: 41,486 shares; 2025Q3: 73,416 shares; 2025Q4: 59,496 shares; 2026Q1: 73,195 shares 73,195 $2.09M 0.14% +13,699 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 10,362 shares; 2025Q2: 8,481 shares; 2025Q3: 7,628 shares; 2025Q4: 8,214 shares; 2026Q1: 6,487 shares 6,487 $2.05M 0.13% -1,727 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 4,248 shares; 2025Q1: 4,012 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 4,011 shares; 2026Q1: 24,343 shares 24,343 $2.01M 0.13% +20,332 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,033 shares; 2025Q2: 11,516 shares; 2025Q3: 11,367 shares; 2025Q4: 14,252 shares; 2026Q1: 14,368 shares 14,368 $1.96M 0.13% +116 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,688 shares; 2024Q4: 14,688 shares; 2025Q1: 14,688 shares; 2025Q2: 14,688 shares; 2025Q3: 14,688 shares; 2025Q4: 14,688 shares; 2026Q1: 13,888 shares 13,888 $1.96M 0.13% -800 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,091 shares; 2024Q4: 8,038 shares; 2025Q1: 26,014 shares; 2025Q2: 44,199 shares; 2025Q3: 38,350 shares; 2025Q4: 35,850 shares; 2026Q1: 18,320 shares 18,320 $1.93M 0.13% -17,530 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,596 shares; 2024Q4: 73,619 shares; 2025Q1: 75,450 shares; 2025Q2: 76,774 shares; 2025Q3: 72,799 shares; 2025Q4: 78,822 shares; 2026Q1: 78,063 shares 78,063 $1.87M 0.12% -759 Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,623 shares 10,623 $1.84M 0.12% new 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; 2024Q2: restricted; 2024Q3: 233,120 shares; 2024Q4: 238,437 shares; 2025Q1: 241,442 shares; 2025Q2: 244,174 shares; 2025Q3: 153,891 shares; 2025Q4: 168,231 shares; 2026Q1: 171,697 shares 171,697 $1.83M 0.12% +3,466 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,797 shares; 2025Q1: 3,821 shares; 2025Q2: 3,752 shares; 2025Q3: 3,510 shares; 2025Q4: 4,680 shares; 2026Q1: 3,591 shares 3,591 $1.81M 0.12% -1,089 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 21,241 shares; 2025Q1: 19,826 shares; 2025Q2: 12,459 shares; 2025Q3: 8,816 shares; 2025Q4: 8,788 shares; 2026Q1: 10,386 shares 10,386 $1.8M 0.12% +1,598 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,480 shares; 2024Q4: 40,113 shares; 2025Q1: 40,295 shares; 2025Q2: 40,533 shares; 2025Q3: 40,666 shares; 2025Q4: 40,843 shares; 2026Q1: 41,003 shares 41,003 $1.8M 0.12% +160 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,702 shares; 2024Q4: 48,825 shares; 2025Q1: 49,550 shares; 2025Q2: 41,487 shares; 2025Q3: 35,965 shares; 2025Q4: 34,825 shares; 2026Q1: 32,731 shares 32,731 $1.79M 0.12% -2,094 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,844 shares; 2024Q4: 20,158 shares; 2025Q1: 19,737 shares; 2025Q2: 20,018 shares; 2025Q3: 19,549 shares; 2025Q4: 19,244 shares; 2026Q1: 19,174 shares 19,174 $1.79M 0.12% -70 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,191 shares; 2024Q4: 15,356 shares; 2025Q1: 16,007 shares; 2025Q2: 34,982 shares; 2025Q3: 36,966 shares; 2025Q4: 42,937 shares; 2026Q1: 68,039 shares 68,039 $1.79M 0.12% +25,102 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,273 shares; 2024Q4: 11,919 shares; 2025Q1: 49,211 shares; 2025Q2: 67,601 shares; 2025Q3: 112,635 shares; 2025Q4: 116,248 shares; 2026Q1: 5,061 shares 5,061 $1.78M 0.12% -111,187 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 806 shares; 2025Q1: 641 shares; 2025Q2: 1,350 shares; 2025Q3: 1,306 shares; 2025Q4: 1,671 shares; 2026Q1: 1,148 shares 1,148 $1.75M 0.11% -523 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 276 shares; 2025Q1: 868 shares; 2025Q2: 1,501 shares; 2025Q3: 1,816 shares; 2025Q4: 2,984 shares; 2026Q1: 3,090 shares 3,090 $1.73M 0.11% +106 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 9,472 shares; 2025Q1: 9,441 shares; 2025Q2: 18,296 shares; 2025Q3: 18,018 shares; 2025Q4: 17,897 shares; 2026Q1: 38,842 shares 38,842 $1.7M 0.11% +20,945 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,074 shares; 2024Q4: 48,094 shares; 2025Q1: 45,537 shares; 2025Q2: 36,664 shares; 2025Q3: 14,245 shares; 2025Q4: 15,456 shares; 2026Q1: 15,258 shares 15,258 $1.69M 0.11% -198 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,889 shares; 2024Q4: 320,749 shares; 2025Q1: 237,978 shares; 2025Q2: 70,582 shares; 2025Q3: 19,555 shares; 2025Q4: 18,998 shares; 2026Q1: 18,742 shares 18,742 $1.67M 0.11% -256 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,596 shares; 2024Q4: 34,845 shares; 2025Q1: 42,072 shares; 2025Q2: 36,372 shares; 2025Q3: 21,667 shares; 2025Q4: 21,255 shares; 2026Q1: 24,281 shares 24,281 $1.66M 0.11% +3,026 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,829 shares; 2025Q1: 10,964 shares; 2025Q2: 10,910 shares; 2025Q3: 10,626 shares; 2025Q4: 13,432 shares; 2026Q1: 14,347 shares 14,347 $1.64M 0.11% +915 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; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,252 shares; 2025Q1: 2,497 shares; 2025Q2: 2,585 shares; 2025Q3: 3,567 shares; 2025Q4: 3,743 shares; 2026Q1: 3,765 shares 3,765 $1.59M 0.1% +22 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 16,781 shares; 2025Q1: 16,870 shares; 2025Q2: 27,166 shares; 2025Q3: 25,041 shares; 2025Q4: 25,162 shares; 2026Q1: 19,224 shares 19,224 $1.52M 0.1% -5,938 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,336 shares; 2025Q1: 8,880 shares; 2025Q2: 8,564 shares; 2025Q3: 8,427 shares; 2025Q4: 7,981 shares; 2026Q1: 5,650 shares 5,650 $1.5M 0.1% -2,331 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,604 shares; 2025Q1: 9,340 shares; 2025Q2: 9,557 shares; 2025Q3: 7,837 shares; 2025Q4: 5,797 shares; 2026Q1: 7,076 shares 7,076 $1.49M 0.1% +1,279 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 9,589 shares; 2025Q4: 8,003 shares; 2026Q1: 7,902 shares 7,902 $1.46M 0.09% -101 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,508 shares; 2024Q4: 34,004 shares; 2025Q1: 34,040 shares; 2025Q2: 34,556 shares; 2025Q3: 27,652 shares; 2025Q4: 17,487 shares; 2026Q1: 9,533 shares 9,533 $1.45M 0.09% -7,954 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 9,109 shares; 2025Q1: 9,109 shares; 2025Q2: 9,481 shares; 2025Q3: 2,317 shares; 2025Q4: 2,623 shares; 2026Q1: 3,069 shares 3,069 $1.43M 0.09% +446 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 4,357 shares; 2025Q1: 4,688 shares; 2025Q2: 5,732 shares; 2025Q3: 5,715 shares; 2025Q4: 5,726 shares; 2026Q1: 15,675 shares 15,675 $1.43M 0.09% +9,949 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 8,199 shares; 2025Q1: 7,370 shares; 2025Q2: 7,279 shares; 2025Q3: 7,152 shares; 2025Q4: 7,625 shares; 2026Q1: 7,637 shares 7,637 $1.43M 0.09% +12 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,359 shares; 2025Q1: 1,727 shares; 2025Q2: 1,813 shares; 2025Q3: 1,712 shares; 2025Q4: 1,733 shares; 2026Q1: 2,249 shares 2,249 $1.41M 0.09% +516 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,742 shares; 2024Q4: 20,082 shares; 2025Q1: 20,052 shares; 2025Q2: 17,416 shares; 2025Q3: 19,859 shares; 2025Q4: 19,574 shares; 2026Q1: 19,442 shares 19,442 $1.41M 0.09% -132 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,085 shares; 2024Q4: 48,834 shares; 2025Q1: 48,609 shares; 2025Q2: 53,616 shares; 2025Q3: 40,782 shares; 2025Q4: 32,142 shares; 2026Q1: 15,384 shares 15,384 $1.41M 0.09% -16,758 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,526 shares; 2025Q1: 1,947 shares; 2025Q2: 2,702 shares; 2025Q3: 4,895 shares; 2025Q4: 4,192 shares; 2026Q1: 3,517 shares 3,517 $1.39M 0.09% -675 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,390 shares; 2025Q1: 5,451 shares; 2025Q2: 5,417 shares; 2025Q3: 5,288 shares; 2025Q4: 5,284 shares; 2026Q1: 5,210 shares 5,210 $1.38M 0.09% -74 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,998 shares; 2024Q4: 12,532 shares; 2025Q1: 12,217 shares; 2025Q2: 11,606 shares; 2025Q3: 11,665 shares; 2025Q4: 11,402 shares; 2026Q1: 10,214 shares 10,214 $1.31M 0.09% -1,188 Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,465 shares; 2024Q4: 131,477 shares; 2025Q1: 135,089 shares; 2025Q2: 135,214 shares; 2025Q3: 135,328 shares; 2025Q4: 135,467 shares; 2026Q1: 135,269 shares 135,269 $1.29M 0.08% -198 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,123 shares; 2024Q4: 15,075 shares; 2025Q1: 15,372 shares; 2025Q2: 11,799 shares; 2025Q3: 8,851 shares; 2025Q4: 10,428 shares; 2026Q1: 8,254 shares 8,254 $1.29M 0.08% -2,174 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,683 shares; 2024Q4: 13,336 shares; 2025Q1: 8,167 shares; 2025Q2: 7,719 shares; 2025Q3: 8,241 shares; 2025Q4: 10,062 shares; 2026Q1: 12,076 shares 12,076 $1.29M 0.08% +2,014 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,070 shares; 2025Q1: 1,830 shares; 2025Q2: 1,945 shares; 2025Q3: 1,696 shares; 2025Q4: 2,159 shares; 2026Q1: 1,587 shares 1,587 $1.29M 0.08% -572 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,703 shares; 2025Q4: 3,686 shares; 2026Q1: 2,666 shares 2,666 $1.28M 0.08% -1,020 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 2,241 shares; 2025Q1: 2,270 shares; 2025Q2: 4,590 shares; 2025Q3: 4,559 shares; 2025Q4: 4,881 shares; 2026Q1: 2,955 shares 2,955 $1.28M 0.08% -1,926 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 3,129 shares; 2025Q3: 2,965 shares; 2025Q4: 3,192 shares; 2026Q1: 5,070 shares 5,070 $1.25M 0.08% +1,878 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,880 shares; 2024Q4: 133,925 shares; 2025Q1: 133,887 shares; 2025Q2: 136,579 shares; 2025Q3: 138,420 shares; 2025Q4: 64,175 shares; 2026Q1: 57,608 shares 57,608 $1.25M 0.08% -6,567 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 3,791 shares; 2025Q3: 3,873 shares; 2025Q4: 4,101 shares; 2026Q1: 4,295 shares 4,295 $1.22M 0.08% +194 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; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,299 shares; 2025Q1: 7,050 shares; 2025Q2: 8,302 shares; 2025Q3: 14,304 shares; 2025Q4: 15,424 shares; 2026Q1: 15,713 shares 15,713 $1.21M 0.08% +289 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,363 shares; 2025Q1: 7,545 shares; 2025Q2: 7,361 shares; 2025Q3: 7,384 shares; 2025Q4: 7,069 shares; 2026Q1: 7,084 shares 7,084 $1.2M 0.08% +15 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,734 shares; 2025Q1: 3,984 shares; 2025Q2: 3,985 shares; 2025Q3: 3,993 shares; 2025Q4: 7,487 shares; 2026Q1: 7,488 shares 7,488 $1.19M 0.08% +1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 3,439 shares; 2025Q1: 3,462 shares; 2025Q2: 3,654 shares; 2025Q3: 3,654 shares; 2025Q4: 3,383 shares; 2026Q1: 3,376 shares 3,376 $1.14M 0.07% -7 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,650 shares; 2025Q1: 3,710 shares; 2025Q2: 3,828 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 7,165 shares 7,165 $1.12M 0.07% +2,513 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares; 2025Q4: 1,818 shares; 2026Q1: 1,707 shares 1,707 $1.12M 0.07% -111 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,810 shares; 2025Q1: 1,797 shares; 2025Q2: 2,620 shares; 2025Q3: 3,056 shares; 2025Q4: 6,459 shares; 2026Q1: 2,461 shares 2,461 $1.12M 0.07% -3,998 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 2,947 shares; 2025Q1: 2,847 shares; 2025Q2: 3,155 shares; 2025Q3: 4,407 shares; 2025Q4: 4,639 shares; 2026Q1: 4,722 shares 4,722 $1.11M 0.07% +83 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,822 shares; 2026Q1: 4,930 shares 4,930 $1.1M 0.07% +1,108 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 3,035 shares; 2025Q1: 3,202 shares; 2025Q2: 3,457 shares; 2025Q3: 4,463 shares; 2025Q4: 5,215 shares; 2026Q1: 5,903 shares 5,903 $1.07M 0.07% +688 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 936 shares; 2025Q1: 1,149 shares; 2025Q2: 2,441 shares; 2025Q3: 1,878 shares; 2025Q4: 2,246 shares; 2026Q1: 1,616 shares 1,616 $1.07M 0.07% -630 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,274 shares; 2025Q3: 1,691 shares; 2025Q4: 1,660 shares; 2026Q1: 1,122 shares 1,122 $1.07M 0.07% -538 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,394 shares; 2025Q1: 1,928 shares; 2025Q2: 1,930 shares; 2025Q3: 1,908 shares; 2025Q4: 2,586 shares; 2026Q1: 3,906 shares 3,906 $1.06M 0.07% +1,320 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,570 shares; 2025Q1: 4,591 shares; 2025Q2: 4,417 shares; 2025Q3: 4,406 shares; 2025Q4: 4,406 shares; 2026Q1: 4,385 shares 4,385 $1.02M 0.07% -21 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,479 shares 4,479 $1.01M 0.07% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 3,223 shares; 2025Q1: 3,489 shares; 2025Q2: 7,572 shares; 2025Q3: 6,925 shares; 2025Q4: 7,711 shares; 2026Q1: 5,007 shares 5,007 $1M 0.07% -2,704 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,276 shares 10,276 $988K 0.06% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 19,620 shares; 2025Q1: 19,620 shares; 2025Q2: 19,620 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares; 2026Q1: 19,667 shares 19,667 $983K 0.06% +47 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 5,080 shares; 2025Q1: 4,005 shares; 2025Q2: 3,880 shares; 2025Q3: 3,885 shares; 2025Q4: 3,895 shares; 2026Q1: 4,779 shares 4,779 $973K 0.06% +884 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,094 shares; 2026Q1: 5,248 shares 5,248 $972K 0.06% -8,846 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,287 shares; 2024Q4: 10,432 shares; 2025Q1: 10,464 shares; 2025Q2: 10,540 shares; 2025Q3: 10,555 shares; 2025Q4: 11,950 shares; 2026Q1: 11,962 shares 11,962 $972K 0.06% +12 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,540 shares; 2024Q4: 81,783 shares; 2025Q1: 82,036 shares; 2025Q2: 84,263 shares; 2025Q3: 69,521 shares; 2025Q4: 69,803 shares; 2026Q1: 67,989 shares 67,989 $971K 0.06% -1,814 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,824 shares; 2025Q1: 1,908 shares; 2025Q2: 1,721 shares; 2025Q3: 1,589 shares; 2025Q4: 1,675 shares; 2026Q1: 2,507 shares 2,507 $959K 0.06% +832 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,624 shares; 2025Q2: 14,146 shares; 2025Q3: 16,237 shares; 2025Q4: 20,359 shares; 2026Q1: 22,404 shares 22,404 $958K 0.06% +2,045 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 12,596 shares; 2025Q1: 16,152 shares; 2025Q2: 16,794 shares; 2025Q3: 17,116 shares; 2025Q4: 16,412 shares; 2026Q1: 27,421 shares 27,421 $952K 0.06% +11,009 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,574 shares; 2025Q3: 8,445 shares; 2025Q4: 6,823 shares; 2026Q1: 4,928 shares 4,928 $941K 0.06% -1,895 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 21,140 shares; 2025Q1: 20,685 shares; 2025Q2: 20,685 shares; 2025Q3: 20,685 shares; 2025Q4: 20,645 shares; 2026Q1: 20,633 shares 20,633 $938K 0.06% -12 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,186 shares; 2024Q4: 3,435 shares; 2025Q1: 3,785 shares; 2025Q2: 5,710 shares; 2025Q3: 25,559 shares; 2025Q4: 24,050 shares; 2026Q1: 20,473 shares 20,473 $922K 0.06% -3,577 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,230 shares; 2026Q1: 10,342 shares 10,342 $918K 0.06% +1,112 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 726 shares; 2025Q4: 1,456 shares; 2026Q1: 1,734 shares 1,734 $899K 0.06% +278 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,482 shares 9,482 $899K 0.06% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,495 shares; 2024Q4: 31,495 shares; 2025Q1: 31,088 shares; 2025Q2: 22,202 shares; 2025Q3: 21,953 shares; 2025Q4: 21,952 shares; 2026Q1: 21,935 shares 21,935 $892K 0.06% -17 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 7,628 shares; 2025Q1: 7,978 shares; 2025Q2: 7,950 shares; 2025Q3: 8,016 shares; 2025Q4: 8,093 shares; 2026Q1: 10,869 shares 10,869 $886K 0.06% +2,776 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,339 shares; 2025Q4: not reported; 2026Q1: 15,257 shares 15,257 $877K 0.06% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 3,336 shares; 2025Q1: 2,763 shares; 2025Q2: 2,783 shares; 2025Q3: 2,999 shares; 2025Q4: 2,867 shares; 2026Q1: 2,853 shares 2,853 $874K 0.06% -14 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 405 shares; 2025Q1: 585 shares; 2025Q2: 755 shares; 2025Q3: 1,142 shares; 2025Q4: 1,324 shares; 2026Q1: 1,259 shares 1,259 $864K 0.06% -65 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: 10,487 shares; 2025Q1: 9,455 shares; 2025Q2: 10,820 shares; 2025Q3: 11,087 shares; 2025Q4: 11,049 shares; 2026Q1: 5,503 shares 5,503 $860K 0.06% -5,546 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,342 shares; 2024Q4: 56,449 shares; 2025Q1: 41,067 shares; 2025Q2: 39,565 shares; 2025Q3: 30,587 shares; 2025Q4: 7,540 shares; 2026Q1: 18,436 shares 18,436 $859K 0.06% +10,896 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,038 shares; 2024Q4: 13,459 shares; 2025Q1: 10,764 shares; 2025Q2: 10,830 shares; 2025Q3: 10,870 shares; 2025Q4: 9,367 shares; 2026Q1: 12,783 shares 12,783 $857K 0.06% +3,416 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 2,325 shares; 2025Q4: 2,507 shares; 2026Q1: 7,079 shares 7,079 $852K 0.06% +4,572 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,979 shares; 2025Q1: 5,085 shares; 2025Q2: 5,211 shares; 2025Q3: 5,301 shares; 2025Q4: 5,464 shares; 2026Q1: 6,205 shares 6,205 $847K 0.06% +741 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,100 shares; 2024Q4: 35,000 shares; 2025Q1: 38,200 shares; 2025Q2: 46,448 shares; 2025Q3: 47,487 shares; 2025Q4: 39,488 shares; 2026Q1: 45,947 shares 45,947 $829K 0.05% +6,459 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,330 shares; 2024Q4: 66,189 shares; 2025Q1: 34,067 shares; 2025Q2: 41,371 shares; 2025Q3: 48,603 shares; 2025Q4: 41,399 shares; 2026Q1: 31,901 shares 31,901 $821K 0.05% -9,498 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 11,079 shares; 2025Q1: 11,079 shares; 2025Q2: 11,309 shares; 2025Q3: 11,380 shares; 2025Q4: 11,396 shares; 2026Q1: 11,396 shares 11,396 $804K 0.05% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,032 shares 30,032 $804K 0.05% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,320 shares; 2025Q4: 12,650 shares; 2026Q1: 14,065 shares 14,065 $798K 0.05% +1,415 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,999 shares; 2024Q4: 15,699 shares; 2025Q1: 57,279 shares; 2025Q2: 58,454 shares; 2025Q3: 59,587 shares; 2025Q4: 67,861 shares; 2026Q1: 70,716 shares 70,716 $797K 0.05% +2,855 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 12,971 shares; 2025Q1: 12,180 shares; 2025Q2: 12,459 shares; 2025Q3: 12,363 shares; 2025Q4: 12,441 shares; 2026Q1: 12,429 shares 12,429 $795K 0.05% -12 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,032 shares; 2025Q1: 42,672 shares; 2025Q2: 42,672 shares; 2025Q3: 42,672 shares; 2025Q4: 18,672 shares; 2026Q1: 18,672 shares 18,672 $784K 0.05% 0 Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,250 shares 19,250 $782K 0.05% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,426 shares; 2024Q4: 16,426 shares; 2025Q1: 16,426 shares; 2025Q2: 16,426 shares; 2025Q3: 16,426 shares; 2025Q4: 16,426 shares; 2026Q1: 16,426 shares 16,426 $780K 0.05% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,452 shares; 2024Q4: 17,182 shares; 2025Q1: 16,452 shares; 2025Q2: 16,452 shares; 2025Q3: 15,118 shares; 2025Q4: 15,118 shares; 2026Q1: 15,118 shares 15,118 $765K 0.05% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 9,404 shares; 2025Q1: 10,348 shares; 2025Q2: 11,136 shares; 2025Q3: 9,149 shares; 2025Q4: 9,694 shares; 2026Q1: 8,373 shares 8,373 $764K 0.05% -1,321 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 7,670 shares; 2025Q1: 10,637 shares; 2025Q2: 11,724 shares; 2025Q3: 23,747 shares; 2025Q4: 20,094 shares; 2026Q1: 10,054 shares 10,054 $749K 0.05% -10,040 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,592 shares; 2025Q1: 4,754 shares; 2025Q2: 3,983 shares; 2025Q3: 4,173 shares; 2025Q4: 4,127 shares; 2026Q1: 5,406 shares 5,406 $746K 0.05% +1,279 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,032 shares; 2025Q4: 1,060 shares; 2026Q1: 1,158 shares 1,158 $745K 0.05% +98 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 2,956 shares; 2026Q1: 6,068 shares 6,068 $741K 0.05% +3,112 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,027 shares; 2025Q3: 4,094 shares; 2025Q4: 4,084 shares; 2026Q1: 3,656 shares 3,656 $733K 0.05% -428 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 13,084 shares; 2025Q1: 13,402 shares; 2025Q2: 14,003 shares; 2025Q3: 14,162 shares; 2025Q4: 14,192 shares; 2026Q1: 13,674 shares 13,674 $730K 0.05% -518 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 2,312 shares; 2025Q1: 2,624 shares; 2025Q2: 2,776 shares; 2025Q3: 2,371 shares; 2025Q4: 2,098 shares; 2026Q1: 4,062 shares 4,062 $724K 0.05% +1,964 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 6,483 shares; 2025Q1: 5,146 shares; 2025Q2: 5,049 shares; 2025Q3: 5,071 shares; 2025Q4: 4,932 shares; 2026Q1: 8,140 shares 8,140 $724K 0.05% +3,208 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,765 shares; 2025Q2: 56,054 shares; 2025Q3: 68,219 shares; 2025Q4: 69,248 shares; 2026Q1: 74,489 shares 74,489 $723K 0.05% +5,241 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,247 shares; 2025Q1: 2,195 shares; 2025Q2: 2,211 shares; 2025Q3: 2,212 shares; 2025Q4: 2,188 shares; 2026Q1: 2,136 shares 2,136 $722K 0.05% -52 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,484 shares; 2024Q4: 11,484 shares; 2025Q1: 13,655 shares; 2025Q2: 14,130 shares; 2025Q3: 14,155 shares; 2025Q4: 14,191 shares; 2026Q1: 14,216 shares 14,216 $721K 0.05% +25 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,066 shares; 2026Q1: 3,372 shares 3,372 $707K 0.05% +2,306 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $703K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,193 shares; 2025Q1: 4,565 shares; 2025Q2: 4,509 shares; 2025Q3: 4,473 shares; 2025Q4: 5,985 shares; 2026Q1: 4,158 shares 4,158 $701K 0.05% -1,827 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,610 shares; 2025Q4: 5,356 shares; 2026Q1: 7,704 shares 7,704 $695K 0.05% +2,348 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,166 shares; 2024Q4: 9,586 shares; 2025Q1: 9,589 shares; 2025Q2: 9,597 shares; 2025Q3: 9,611 shares; 2025Q4: 8,891 shares; 2026Q1: 11,922 shares 11,922 $692K 0.04% +3,031 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,739 shares; 2024Q4: 14,416 shares; 2025Q1: 14,294 shares; 2025Q2: 14,295 shares; 2025Q3: 14,514 shares; 2025Q4: 13,492 shares; 2026Q1: 13,509 shares 13,509 $684K 0.04% +17 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 512 shares; 2025Q1: 608 shares; 2025Q2: 630 shares; 2025Q3: 551 shares; 2025Q4: 528 shares; 2026Q1: 827 shares 827 $680K 0.04% +299 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 7,579 shares; 2025Q1: 7,628 shares; 2025Q2: 7,765 shares; 2025Q3: 14,342 shares; 2025Q4: 6,978 shares; 2026Q1: 7,164 shares 7,164 $679K 0.04% +186 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,477 shares; 2024Q4: 12,085 shares; 2025Q1: 5,221 shares; 2025Q2: 8,584 shares; 2025Q3: 8,678 shares; 2025Q4: 11,315 shares; 2026Q1: 12,999 shares 12,999 $675K 0.04% +1,684 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 1,176 shares; 2025Q2: 1,100 shares; 2025Q3: 814 shares; 2025Q4: 1,278 shares; 2026Q1: 626 shares 626 $665K 0.04% -652 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; 2024Q2: restricted; 2024Q3: 38,680 shares; 2024Q4: 38,518 shares; 2025Q1: 22,066 shares; 2025Q2: 35,546 shares; 2025Q3: 38,353 shares; 2025Q4: 24,527 shares; 2026Q1: 16,490 shares 16,490 $664K 0.04% -8,037 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,896 shares; 2024Q4: 10,695 shares; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 11,086 shares; 2026Q1: 11,086 shares 11,086 $657K 0.04% 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; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 7,652 shares; 2025Q1: 7,652 shares; 2025Q2: 9,917 shares; 2025Q3: 7,652 shares; 2025Q4: 7,651 shares; 2026Q1: 7,652 shares 7,652 $656K 0.04% +1 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,358 shares; 2025Q4: 2,897 shares; 2026Q1: 2,897 shares 2,897 $654K 0.04% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,768 shares; 2025Q1: 5,773 shares; 2025Q2: 4,792 shares; 2025Q3: 4,900 shares; 2025Q4: 4,618 shares; 2026Q1: 8,677 shares 8,677 $651K 0.04% +4,059 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,025 shares; 2025Q1: 3,189 shares; 2025Q2: 3,465 shares; 2025Q3: 4,446 shares; 2025Q4: 4,668 shares; 2026Q1: 4,479 shares 4,479 $640K 0.04% -189 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 15,771 shares; 2025Q1: 15,836 shares; 2025Q2: 15,885 shares; 2025Q3: 16,044 shares; 2025Q4: 16,052 shares; 2026Q1: 16,052 shares 16,052 $637K 0.04% 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; 2024Q2: restricted; 2024Q3: 35,369 shares; 2024Q4: 35,860 shares; 2025Q1: 175,546 shares; 2025Q2: 64,990 shares; 2025Q3: 16,274 shares; 2025Q4: 15,558 shares; 2026Q1: 14,296 shares 14,296 $622K 0.04% -1,262 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,981 shares 6,981 $610K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares; 2026Q1: 1,477 shares 1,477 $610K 0.04% +213 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 3,179 shares; 2026Q1: 7,882 shares 7,882 $604K 0.04% +4,703 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 10,818 shares; 2025Q1: 10,349 shares; 2025Q2: 10,606 shares; 2025Q3: 10,603 shares; 2025Q4: 10,778 shares; 2026Q1: 14,148 shares 14,148 $597K 0.04% +3,370 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,306 shares; 2024Q4: 20,606 shares; 2025Q1: 30,330 shares; 2025Q2: 30,160 shares; 2025Q3: 30,172 shares; 2025Q4: 17,302 shares; 2026Q1: 12,347 shares 12,347 $586K 0.04% -4,955 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,617 shares; 2025Q3: 3,149 shares; 2025Q4: 4,188 shares; 2026Q1: 10,091 shares 10,091 $584K 0.04% +5,903 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,054 shares; 2025Q1: 14,704 shares; 2025Q2: 14,604 shares; 2025Q3: 12,204 shares; 2025Q4: 12,204 shares; 2026Q1: 11,654 shares 11,654 $583K 0.04% -550 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 986 shares; 2025Q2: 1,523 shares; 2025Q3: 1,651 shares; 2025Q4: 1,817 shares; 2026Q1: 1,826 shares 1,826 $574K 0.04% +9 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 1,869 shares 1,869 $573K 0.04% +194 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,848 shares; 2024Q4: 7,368 shares; 2025Q1: 10,966 shares; 2025Q2: 17,038 shares; 2025Q3: 17,030 shares; 2025Q4: 16,826 shares; 2026Q1: 10,785 shares 10,785 $560K 0.04% -6,041 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,174 shares; 2026Q1: 13,842 shares 13,842 $560K 0.04% +5,668 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,194 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,192 shares 4,192 $559K 0.04% -3 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,152 shares; 2025Q1: 1,162 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 2,690 shares; 2026Q1: 1,570 shares 1,570 $556K 0.04% -1,120 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,024 shares; 2025Q1: 899 shares; 2025Q2: 1,268 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares 1,278 $539K 0.04% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 10,000 shares 10,000 $538K 0.03% +900 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 3,400 shares; 2025Q2: 3,441 shares; 2025Q3: 2,538 shares; 2025Q4: 2,595 shares; 2026Q1: 1,639 shares 1,639 $534K 0.03% -956 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,488 shares; 2025Q3: 7,488 shares; 2025Q4: 7,488 shares; 2026Q1: 7,488 shares 7,488 $533K 0.03% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 5,872 shares; 2025Q3: 5,911 shares; 2025Q4: 6,118 shares; 2026Q1: 5,323 shares 5,323 $520K 0.03% -795 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,447 shares; 2025Q1: 1,604 shares; 2025Q2: 1,873 shares; 2025Q3: 3,185 shares; 2025Q4: 3,421 shares; 2026Q1: 3,491 shares 3,491 $519K 0.03% +70 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,277 shares; 2025Q1: 891 shares; 2025Q2: 881 shares; 2025Q3: 832 shares; 2025Q4: 830 shares; 2026Q1: 867 shares 867 $496K 0.03% +37 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 3,431 shares; 2025Q1: 4,130 shares; 2025Q2: 4,446 shares; 2025Q3: 4,545 shares; 2025Q4: 4,524 shares; 2026Q1: 8,684 shares 8,684 $494K 0.03% +4,160 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,198 shares; 2025Q1: 3,161 shares; 2025Q2: 3,162 shares; 2025Q3: 3,164 shares; 2025Q4: 3,166 shares; 2026Q1: 3,163 shares 3,163 $487K 0.03% -3 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 2,660 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,662 shares; 2026Q1: 3,312 shares 3,312 $487K 0.03% +650 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,438 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,438 shares 4,438 $487K 0.03% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,981 shares; 2024Q4: 72,852 shares; 2025Q1: 8,921 shares; 2025Q2: 8,070 shares; 2025Q3: 7,999 shares; 2025Q4: 8,005 shares; 2026Q1: 7,922 shares 7,922 $479K 0.03% -83 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,706 shares; 2025Q1: 4,710 shares; 2025Q2: 4,715 shares; 2025Q3: 4,719 shares; 2025Q4: 4,725 shares; 2026Q1: 4,729 shares 4,729 $478K 0.03% +4 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,222 shares; 2025Q1: 2,394 shares; 2025Q2: 2,799 shares; 2025Q3: 4,775 shares; 2025Q4: 5,133 shares; 2026Q1: 5,249 shares 5,249 $477K 0.03% +116 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,198 shares; 2026Q1: 9,937 shares 9,937 $477K 0.03% +4,739 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 13,661 shares; 2025Q1: 13,661 shares; 2025Q2: 17,753 shares; 2025Q3: 19,112 shares; 2025Q4: 19,347 shares; 2026Q1: 9,396 shares 9,396 $473K 0.03% -9,951 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,308 shares; 2026Q1: 6,309 shares 6,309 $471K 0.03% +1 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,500 shares 22,500 $469K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 534 shares; 2025Q1: 575 shares; 2025Q2: 4,953 shares; 2025Q3: 4,080 shares; 2025Q4: 3,919 shares; 2026Q1: 836 shares 836 $463K 0.03% -3,083 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $461K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,477 shares; 2025Q1: 1,496 shares; 2025Q2: 5,360 shares; 2025Q3: 4,557 shares; 2025Q4: 2,321 shares; 2026Q1: 1,433 shares 1,433 $455K 0.03% -888 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,319 shares; 2025Q3: 7,360 shares; 2025Q4: 7,361 shares; 2026Q1: 7,363 shares 7,363 $445K 0.03% +2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 5,227 shares 5,227 $437K 0.03% +4,182 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,608 shares; 2024Q4: 25,842 shares; 2025Q1: 31,647 shares; 2025Q2: 36,202 shares; 2025Q3: 24,403 shares; 2025Q4: 16,602 shares; 2026Q1: 3,828 shares 3,828 $436K 0.03% -12,774 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,175 shares; 2025Q1: 1,233 shares; 2025Q2: 1,303 shares; 2025Q3: 894 shares; 2025Q4: 1,093 shares; 2026Q1: 2,184 shares 2,184 $433K 0.03% +1,091 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,642 shares; 2025Q3: 4,646 shares; 2025Q4: 5,207 shares; 2026Q1: 5,211 shares 5,211 $429K 0.03% +4 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,961 shares; 2025Q1: 6,020 shares; 2025Q2: 6,384 shares; 2025Q3: 5,890 shares; 2025Q4: not reported; 2026Q1: 12,898 shares 12,898 $422K 0.03% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,260 shares; 2025Q1: 6,303 shares; 2025Q2: 6,294 shares; 2025Q3: 5,116 shares; 2025Q4: 4,831 shares; 2026Q1: 696 shares 696 $416K 0.03% -4,135 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,215 shares; 2025Q1: 33,755 shares; 2025Q2: 33,755 shares; 2025Q3: 33,755 shares; 2025Q4: 33,755 shares; 2026Q1: 11,088 shares 11,088 $414K 0.03% -22,667 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,394 shares 4,394 $411K 0.03% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 3,398 shares; 2026Q1: 4,229 shares 4,229 $408K 0.03% +831 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 19,086 shares; 2025Q1: 19,441 shares; 2025Q2: 19,815 shares; 2025Q3: 19,847 shares; 2025Q4: 19,363 shares; 2026Q1: 18,104 shares 18,104 $408K 0.03% -1,259 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,307 shares; 2025Q4: not reported; 2026Q1: 8,167 shares 8,167 $405K 0.03% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,512 shares; 2025Q1: 5,512 shares; 2025Q2: 5,410 shares; 2025Q3: 5,288 shares; 2025Q4: 5,905 shares; 2026Q1: 5,879 shares 5,879 $405K 0.03% -26 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,060 shares; 2025Q4: not reported; 2026Q1: 17,719 shares 17,719 $399K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 7,347 shares; 2025Q1: 7,283 shares; 2025Q2: 7,283 shares; 2025Q3: 7,283 shares; 2025Q4: 7,077 shares; 2026Q1: 7,168 shares 7,168 $398K 0.03% +91 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 6,284 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,377 shares 10,377 $396K 0.03% new Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 13,639 shares; 2025Q1: 13,543 shares; 2025Q2: 9,243 shares; 2025Q3: 8,961 shares; 2025Q4: 8,961 shares; 2026Q1: 8,934 shares 8,934 $393K 0.03% -27 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,018 shares; 2025Q1: 7,192 shares; 2025Q2: 7,001 shares; 2025Q3: 4,292 shares; 2025Q4: 4,238 shares; 2026Q1: 4,662 shares 4,662 $391K 0.03% +424 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,305 shares; 2026Q1: 6,867 shares 6,867 $391K 0.03% -438 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 1,904 shares; 2026Q1: 929 shares 929 $388K 0.03% -975 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 991 shares; 2025Q1: 1,103 shares; 2025Q2: 1,760 shares; 2025Q3: 2,199 shares; 2025Q4: 2,370 shares; 2026Q1: 2,418 shares 2,418 $387K 0.03% +48 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,825 shares; 2024Q4: 16,825 shares; 2025Q1: 16,825 shares; 2025Q2: 16,825 shares; 2025Q3: 16,825 shares; 2025Q4: 16,825 shares; 2026Q1: 16,825 shares 16,825 $384K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 563 shares; 2025Q4: 527 shares; 2026Q1: 483 shares 483 $377K 0.02% -44 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,313 shares; 2025Q2: 1,075 shares; 2025Q3: 1,076 shares; 2025Q4: 836 shares; 2026Q1: 827 shares 827 $372K 0.02% -9 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,510 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,591 shares; 2025Q4: 2,619 shares; 2026Q1: 2,647 shares 2,647 $367K 0.02% +28 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares; 2026Q1: 7,946 shares 7,946 $362K 0.02% +3 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,874 shares; 2026Q1: 2,878 shares 2,878 $359K 0.02% +4 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 7,638 shares; 2025Q1: 7,180 shares; 2025Q2: 7,077 shares; 2025Q3: 10,178 shares; 2025Q4: 8,260 shares; 2026Q1: 8,027 shares 8,027 $356K 0.02% -233 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,333 shares; 2025Q2: 2,047 shares; 2025Q3: 1,635 shares; 2025Q4: 1,654 shares; 2026Q1: 1,661 shares 1,661 $353K 0.02% +7 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,711 shares; 2025Q1: 1,712 shares; 2025Q2: 3,203 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: 1,712 shares 1,712 $350K 0.02% -1,432 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,271 shares; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 7,271 shares; 2026Q1: 7,271 shares 7,271 $348K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares 1,505 $347K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,592 shares; 2025Q1: 1,117 shares; 2025Q2: 1,288 shares; 2025Q3: 777 shares; 2025Q4: 664 shares; 2026Q1: 764 shares 764 $346K 0.02% +100 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,573 shares 2,573 $345K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,744 shares; 2025Q1: 4,404 shares; 2025Q2: 4,395 shares; 2025Q3: 4,283 shares; 2025Q4: 4,275 shares; 2026Q1: 675 shares 675 $344K 0.02% -3,600 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 636 shares; 2025Q2: 951 shares; 2025Q3: 1,090 shares; 2025Q4: 1,103 shares; 2026Q1: 1,122 shares 1,122 $344K 0.02% +19 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares 5,112 $343K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 10,287 shares; 2025Q1: 10,112 shares; 2025Q2: 12,601 shares; 2025Q3: 6,928 shares; 2025Q4: 6,007 shares; 2026Q1: 1,402 shares 1,402 $341K 0.02% -4,605 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,791 shares; 2025Q1: 2,625 shares; 2025Q2: 2,583 shares; 2025Q3: 2,523 shares; 2025Q4: 2,510 shares; 2026Q1: 2,403 shares 2,403 $340K 0.02% -107 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,515 shares 8,515 $337K 0.02% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,092 shares; 2025Q1: 2,156 shares; 2025Q2: 3,831 shares; 2025Q3: 3,314 shares; 2025Q4: 2,875 shares; 2026Q1: 1,600 shares 1,600 $335K 0.02% -1,275 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,113 shares; 2026Q1: 13,101 shares 13,101 $333K 0.02% -12 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,147 shares; 2025Q1: 2,429 shares; 2025Q2: 2,633 shares; 2025Q3: 4,354 shares; 2025Q4: 4,609 shares; 2026Q1: 4,774 shares 4,774 $332K 0.02% +165 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,216 shares 4,216 $331K 0.02% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 10,735 shares; 2025Q3: 11,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,478 shares 6,478 $328K 0.02% -472 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,661 shares; 2025Q1: 1,711 shares; 2025Q2: 1,820 shares; 2025Q3: 1,584 shares; 2025Q4: 1,598 shares; 2026Q1: 1,614 shares 1,614 $323K 0.02% +16 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 2,809 shares; 2025Q3: 2,921 shares; 2025Q4: 5,623 shares; 2026Q1: 3,219 shares 3,219 $322K 0.02% -2,404 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 5,875 shares; 2025Q1: 4,223 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,161 shares; 2026Q1: 4,024 shares 4,024 $318K 0.02% -137 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 934 shares; 2025Q4: not reported; 2026Q1: 1,729 shares 1,729 $318K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 349 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 335 shares 335 $317K 0.02% -2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,312 shares; 2024Q4: 25,167 shares; 2025Q1: 25,361 shares; 2025Q2: 25,142 shares; 2025Q3: 13,871 shares; 2025Q4: 13,027 shares; 2026Q1: 2,222 shares 2,222 $312K 0.02% -10,805 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,916 shares; 2025Q4: 3,455 shares; 2026Q1: 3,446 shares 3,446 $308K 0.02% -9 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 752 shares; 2025Q1: 941 shares; 2025Q2: 1,197 shares; 2025Q3: 1,254 shares; 2025Q4: 918 shares; 2026Q1: 974 shares 974 $307K 0.02% +56 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,412 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 2,638 shares; 2026Q1: 2,618 shares 2,618 $306K 0.02% -20 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 5,668 shares; 2025Q1: 3,906 shares; 2025Q2: 5,742 shares; 2025Q3: 4,457 shares; 2025Q4: 26,824 shares; 2026Q1: 3,416 shares 3,416 $304K 0.02% -23,408 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,317 shares 2,317 $293K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 8,260 shares; 2025Q2: 8,211 shares; 2025Q3: 6,765 shares; 2025Q4: 4,376 shares; 2026Q1: 905 shares 905 $292K 0.02% -3,471 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,595 shares; 2025Q4: 2,532 shares; 2026Q1: 2,532 shares 2,532 $292K 0.02% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,702 shares; 2026Q1: 16,605 shares 16,605 $290K 0.02% +3,903 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 454 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 822 shares; 2026Q1: 820 shares 820 $288K 0.02% -2 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,192 shares 5,192 $286K 0.02% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 453 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 462 shares 462 $283K 0.02% +45 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,462 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,443 shares; 2025Q4: 2,439 shares; 2026Q1: 3,659 shares 3,659 $283K 0.02% +1,220 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 1,709 shares; 2026Q1: 800 shares 800 $282K 0.02% -909 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 883 shares; 2025Q1: 904 shares; 2025Q2: 890 shares; 2025Q3: 859 shares; 2025Q4: 855 shares; 2026Q1: 864 shares 864 $278K 0.02% +9 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,582 shares; 2025Q3: 1,583 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $277K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880 $269K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,939 shares; 2024Q4: 6,975 shares; 2025Q1: 3,013 shares; 2025Q2: 5,507 shares; 2025Q3: 5,507 shares; 2025Q4: 5,520 shares; 2026Q1: 3,181 shares 3,181 $268K 0.02% -2,339 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; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,999 shares; 2025Q1: 5,040 shares; 2025Q2: 5,084 shares; 2025Q3: 5,128 shares; 2025Q4: 5,172 shares; 2026Q1: 5,219 shares 5,219 $267K 0.02% +47 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 2,297 shares; 2025Q2: 2,283 shares; 2025Q3: 1,486 shares; 2025Q4: 1,666 shares; 2026Q1: 551 shares 551 $264K 0.02% -1,115 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares; 2026Q1: 2,224 shares 2,224 $264K 0.02% +4 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,114 shares; 2025Q1: 15,604 shares; 2025Q2: 16,006 shares; 2025Q3: 16,422 shares; 2025Q4: 16,893 shares; 2026Q1: 17,412 shares 17,412 $263K 0.02% +519 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 13,135 shares; 2025Q1: 12,254 shares; 2025Q2: 11,744 shares; 2025Q3: 2,537 shares; 2025Q4: 2,379 shares; 2026Q1: 2,402 shares 2,402 $261K 0.02% +23 Timeline SCWO 374WATER INC More: the full row for 374WATER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,361 shares; 2026Q1: 108,361 shares 108,361 $261K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,821 shares; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares 2,593 $261K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,040 shares; 2025Q1: 1,219 shares; 2025Q2: 2,041 shares; 2025Q3: 2,283 shares; 2025Q4: 1,507 shares; 2026Q1: 2,179 shares 2,179 $261K 0.02% +672 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,246 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,046 shares; 2025Q4: 4,046 shares; 2026Q1: 4,446 shares 4,446 $261K 0.02% +400 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,300 shares; 2025Q4: not reported; 2026Q1: 3,981 shares 3,981 $259K 0.02% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,878 shares; 2025Q2: 3,477 shares; 2025Q3: 3,477 shares; 2025Q4: 3,480 shares; 2026Q1: 1,605 shares 1,605 $258K 0.02% -1,875 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; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 24,359 shares; 2025Q1: 22,419 shares; 2025Q2: 28,851 shares; 2025Q3: 23,823 shares; 2025Q4: 17,499 shares; 2026Q1: 7,513 shares 7,513 $256K 0.02% -9,986 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,317 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,375 shares 3,375 $254K 0.02% -30 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,051 shares 5,051 $252K 0.02% new Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,743 shares 4,743 $252K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 8,021 shares; 2025Q1: 3,720 shares; 2025Q2: 3,896 shares; 2025Q3: 3,897 shares; 2025Q4: 3,511 shares; 2026Q1: 3,511 shares 3,511 $251K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 572 shares; 2025Q1: 693 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 841 shares 841 $243K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,948 shares; 2025Q1: 5,033 shares; 2025Q2: 5,118 shares; 2025Q3: 5,202 shares; 2025Q4: 5,284 shares; 2026Q1: 5,369 shares 5,369 $242K 0.02% +85 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 622 shares; 2025Q3: 799 shares; 2025Q4: not reported; 2026Q1: 1,023 shares 1,023 $242K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,553 shares 11,553 $239K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 1,792 shares; 2025Q1: 2,522 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,675 shares; 2026Q1: 2,676 shares 2,676 $237K 0.02% +1 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,271 shares; 2024Q4: 36,161 shares; 2025Q1: 5,434 shares; 2025Q2: 4,867 shares; 2025Q3: 4,747 shares; 2025Q4: not reported; 2026Q1: 4,223 shares 4,223 $237K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 439 shares; 2025Q1: 476 shares; 2025Q2: 591 shares; 2025Q3: 526 shares; 2025Q4: 618 shares; 2026Q1: 260 shares 260 $235K 0.02% -358 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 2,124 shares; 2025Q1: 1,907 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,578 shares; 2026Q1: 1,747 shares 1,747 $235K 0.02% -831 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,832 shares; 2026Q1: 7,443 shares 7,443 $234K 0.02% +611 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 4,968 shares; 2025Q1: 6,337 shares; 2025Q2: 5,762 shares; 2025Q3: 5,055 shares; 2025Q4: not reported; 2026Q1: 4,164 shares 4,164 $232K 0.02% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 7,227 shares; 2025Q1: 6,966 shares; 2025Q2: 4,489 shares; 2025Q3: 4,489 shares; 2025Q4: 4,157 shares; 2026Q1: 3,923 shares 3,923 $231K 0.02% -234 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: not reported; 2026Q1: 127 shares 127 $231K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,086 shares 1,086 $230K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,000 shares; 2025Q1: 3,987 shares; 2025Q2: 4,061 shares; 2025Q3: 4,138 shares; 2025Q4: not reported; 2026Q1: 4,298 shares 4,298 $228K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,475 shares; 2025Q2: 1,965 shares; 2025Q3: 18,080 shares; 2025Q4: 12,915 shares; 2026Q1: 3,895 shares 3,895 $223K 0.01% -9,020 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,095 shares 7,095 $222K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,265 shares 2,265 $219K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 305 shares; 2025Q2: 2,177 shares; 2025Q3: 1,945 shares; 2025Q4: not reported; 2026Q1: 486 shares 486 $216K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 9,448 shares; 2025Q1: 2,194 shares; 2025Q2: 2,560 shares; 2025Q3: 3,155 shares; 2025Q4: 2,148 shares; 2026Q1: 2,170 shares 2,170 $215K 0.01% +22 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,999 shares; 2025Q3: 5,414 shares; 2025Q4: not reported; 2026Q1: 4,989 shares 4,989 $212K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 410 shares; 2025Q2: 481 shares; 2025Q3: 829 shares; 2025Q4: 886 shares; 2026Q1: 908 shares 908 $211K 0.01% +22 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,466 shares; 2025Q4: 21,468 shares; 2026Q1: 17,243 shares 17,243 $207K 0.01% -4,225 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,985 shares; 2025Q1: 4,098 shares; 2025Q2: 4,186 shares; 2025Q3: 3,683 shares; 2025Q4: 3,901 shares; 2026Q1: 4,043 shares 4,043 $206K 0.01% +142 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,695 shares; 2025Q1: 1,915 shares; 2025Q2: 1,721 shares; 2025Q3: 1,397 shares; 2025Q4: not reported; 2026Q1: 1,369 shares 1,369 $203K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 1,124 shares; 2025Q3: 792 shares; 2025Q4: not reported; 2026Q1: 936 shares 936 $202K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $201K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,736 shares; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: not reported; 2026Q1: 4,035 shares 4,035 $201K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,599 shares; 2025Q1: 14,239 shares; 2025Q2: 13,856 shares; 2025Q3: 14,015 shares; 2025Q4: 17,652 shares; 2026Q1: 11,303 shares 11,303 $197K 0.01% -6,349 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 21,518 shares; 2025Q1: 21,518 shares; 2025Q2: 21,518 shares; 2025Q3: 21,518 shares; 2025Q4: 21,518 shares; 2026Q1: 21,518 shares 21,518 $196K 0.01% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,688 shares; 2025Q1: 11,688 shares; 2025Q2: 10,588 shares; 2025Q3: 10,588 shares; 2025Q4: 10,588 shares; 2026Q1: 10,588 shares 10,588 $194K 0.01% 0 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,492 shares; 2024Q4: 46,255 shares; 2025Q1: 44,147 shares; 2025Q2: 44,147 shares; 2025Q3: 44,147 shares; 2025Q4: 49,146 shares; 2026Q1: 49,147 shares 49,147 $147K 0.01% +1 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,634 shares; 2025Q1: 9,701 shares; 2025Q2: 9,808 shares; 2025Q3: 9,916 shares; 2025Q4: 10,064 shares; 2026Q1: 10,176 shares 10,176 $143K 0.01% +112 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 13,918 shares; 2025Q1: 14,213 shares; 2025Q2: 14,521 shares; 2025Q3: 14,819 shares; 2025Q4: 15,294 shares; 2026Q1: 15,600 shares 15,600 $143K 0.01% +306 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 12,246 shares; 2025Q1: 12,246 shares; 2025Q2: 12,246 shares; 2025Q3: 12,246 shares; 2025Q4: 12,246 shares; 2026Q1: 12,246 shares 12,246 $142K 0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,250 shares; 2026Q1: 15,250 shares 15,250 $136K 0.01% 0 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,255 shares; 2025Q4: 14,255 shares; 2026Q1: 14,255 shares 14,255 $131K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,423 shares; 2025Q2: 19,423 shares; 2025Q3: 19,272 shares; 2025Q4: 19,272 shares; 2026Q1: 15,402 shares 15,402 $130K 0.01% -3,870 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 15,000 shares 15,000 $21.1K <0.01% +5,000 Timeline