SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,608 shares; 2024Q4: 906,844 shares; 2025Q1: 876,067 shares; 2025Q2: 872,136 shares; 2025Q3: 917,828 shares; 2025Q4: 948,261 shares; 2026Q1: 930,933 shares 930,933 $27.1M 4.18% -17,328 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: 71,707 shares; 2024Q4: 71,190 shares; 2025Q1: 109,775 shares; 2025Q2: 108,380 shares; 2025Q3: 105,864 shares; 2025Q4: 102,902 shares; 2026Q1: 103,574 shares 103,574 $26.3M 4.06% +672 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,829 shares; 2024Q4: 596,312 shares; 2025Q1: 671,211 shares; 2025Q2: 685,442 shares; 2025Q3: 682,794 shares; 2025Q4: 697,971 shares; 2026Q1: 701,672 shares 701,672 $23.7M 3.66% +3,701 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: 101,791 shares; 2024Q4: 101,025 shares; 2025Q1: 110,892 shares; 2025Q2: 108,984 shares; 2025Q3: 110,383 shares; 2025Q4: 107,698 shares; 2026Q1: 109,538 shares 109,538 $19.1M 2.95% +1,840 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: 24,002 shares; 2024Q4: 24,382 shares; 2025Q1: 28,644 shares; 2025Q2: 27,850 shares; 2025Q3: 27,973 shares; 2025Q4: 29,639 shares; 2026Q1: 30,822 shares 30,822 $11.4M 1.76% +1,183 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: 31,428 shares; 2024Q4: 31,501 shares; 2025Q1: 42,771 shares; 2025Q2: 43,309 shares; 2025Q3: 43,590 shares; 2025Q4: 44,376 shares; 2026Q1: 45,005 shares 45,005 $9.37M 1.45% +629 Timeline MARM 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: 259,148 shares; 2024Q4: 258,406 shares; 2025Q1: 278,108 shares; 2025Q2: 278,108 shares; 2025Q3: 274,677 shares; 2025Q4: 274,677 shares; 2026Q1: 272,928 shares 272,928 $9.14M 1.41% -1,749 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,640 shares; 2024Q4: 192,466 shares; 2025Q1: 182,278 shares; 2025Q2: 185,855 shares; 2025Q3: 185,330 shares; 2025Q4: 183,304 shares; 2026Q1: 191,090 shares 191,090 $8.7M 1.34% +7,786 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,803 shares; 2024Q4: 126,490 shares; 2025Q1: 128,922 shares; 2025Q2: 133,758 shares; 2025Q3: 132,375 shares; 2025Q4: 135,721 shares; 2026Q1: 151,156 shares 151,156 $8.53M 1.32% +15,435 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: 10,556 shares; 2024Q4: 13,774 shares; 2025Q1: 22,387 shares; 2025Q2: 26,687 shares; 2025Q3: 27,881 shares; 2025Q4: 33,373 shares; 2026Q1: 38,927 shares 38,927 $8.52M 1.31% +5,554 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,548 shares; 2024Q4: 224,314 shares; 2025Q1: 237,787 shares; 2025Q2: 251,143 shares; 2025Q3: 240,859 shares; 2025Q4: 241,626 shares; 2026Q1: 251,392 shares 251,392 $8.45M 1.3% +9,766 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: 13,454 shares; 2024Q4: 13,722 shares; 2025Q1: 13,669 shares; 2025Q2: 13,657 shares; 2025Q3: 13,388 shares; 2025Q4: 12,913 shares; 2026Q1: 12,837 shares 12,837 $8.36M 1.29% -76 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,934 shares; 2024Q4: 282,194 shares; 2025Q1: 319,573 shares; 2025Q2: 342,937 shares; 2025Q3: 333,126 shares; 2025Q4: 340,601 shares; 2026Q1: 358,079 shares 358,079 $8.28M 1.28% +17,478 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,390 shares; 2024Q4: 128,432 shares; 2025Q1: 153,039 shares; 2025Q2: 165,975 shares; 2025Q3: 160,090 shares; 2025Q4: 164,008 shares; 2026Q1: 170,744 shares 170,744 $8.05M 1.24% +6,736 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: 5,130 shares; 2024Q4: 5,085 shares; 2025Q1: 18,343 shares; 2025Q2: 18,132 shares; 2025Q3: 17,914 shares; 2025Q4: 16,622 shares; 2026Q1: 16,576 shares 16,576 $7.94M 1.23% -46 Timeline JPIB 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: 131,181 shares; 2024Q4: 136,075 shares; 2025Q1: 147,834 shares; 2025Q2: 157,525 shares; 2025Q3: 151,713 shares; 2025Q4: 152,192 shares; 2026Q1: 159,584 shares 159,584 $7.65M 1.18% +7,392 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: 15,021 shares; 2024Q4: 15,078 shares; 2025Q1: 23,391 shares; 2025Q2: 24,143 shares; 2025Q3: 24,526 shares; 2025Q4: 25,646 shares; 2026Q1: 26,449 shares 26,449 $7.61M 1.17% +803 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,377 shares; 2024Q4: 221,839 shares; 2025Q1: 194,967 shares; 2025Q2: 207,698 shares; 2025Q3: 208,155 shares; 2025Q4: 264,683 shares; 2026Q1: 277,239 shares 277,239 $7.11M 1.1% +12,556 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,787 shares; 2025Q4: 2,098 shares; 2026Q1: 21,846 shares 21,846 $7.01M 1.08% +19,748 Timeline DJUL 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: 202,619 shares; 2024Q4: 190,379 shares; 2025Q1: 165,123 shares; 2025Q2: 164,405 shares; 2025Q3: 159,987 shares; 2025Q4: 142,861 shares; 2026Q1: 142,611 shares 142,611 $6.67M 1.03% -250 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: 19,720 shares; 2024Q4: 16,976 shares; 2025Q1: 17,743 shares; 2025Q2: 17,646 shares; 2025Q3: 17,475 shares; 2025Q4: 17,471 shares; 2026Q1: 17,540 shares 17,540 $6.52M 1.01% +69 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: 8,351 shares; 2024Q4: 8,781 shares; 2025Q1: 9,765 shares; 2025Q2: 9,476 shares; 2025Q3: 9,604 shares; 2025Q4: 10,405 shares; 2026Q1: 10,061 shares 10,061 $6.01M 0.93% -344 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,159 shares; 2024Q4: 140,159 shares; 2025Q1: 142,759 shares; 2025Q2: 142,559 shares; 2025Q3: 142,314 shares; 2025Q4: 142,358 shares; 2026Q1: 142,566 shares 142,566 $6.01M 0.93% +208 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 233,804 shares; 2025Q2: 265,516 shares; 2025Q3: 265,595 shares; 2025Q4: 276,526 shares; 2026Q1: 274,842 shares 274,842 $5.59M 0.86% -1,684 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,518 shares; 2024Q4: 91,555 shares; 2025Q1: 90,423 shares; 2025Q2: 89,039 shares; 2025Q3: 91,388 shares; 2025Q4: 95,302 shares; 2026Q1: 95,597 shares 95,597 $5.31M 0.82% +295 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: 7,552 shares; 2024Q4: 7,650 shares; 2025Q1: 8,478 shares; 2025Q2: 8,540 shares; 2025Q3: 8,893 shares; 2025Q4: 8,989 shares; 2026Q1: 9,093 shares 9,093 $5.2M 0.8% +104 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: 90,885 shares; 2024Q4: 94,521 shares; 2025Q1: 102,391 shares; 2025Q2: 108,950 shares; 2025Q3: 104,715 shares; 2025Q4: 105,342 shares; 2026Q1: 109,921 shares 109,921 $5.09M 0.79% +4,579 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,362 shares; 2024Q4: 7,478 shares; 2025Q1: 7,333 shares; 2025Q2: 7,303 shares; 2025Q3: 7,306 shares; 2025Q4: 7,190 shares; 2026Q1: 7,088 shares 7,088 $4.94M 0.76% -102 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: 14,236 shares; 2024Q4: 13,252 shares; 2025Q1: 14,741 shares; 2025Q2: 14,928 shares; 2025Q3: 15,127 shares; 2025Q4: 15,788 shares; 2026Q1: 15,933 shares 15,933 $4.93M 0.76% +145 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: 7,217 shares; 2024Q4: 6,123 shares; 2025Q1: 6,661 shares; 2025Q2: 6,772 shares; 2025Q3: 6,594 shares; 2025Q4: 6,759 shares; 2026Q1: 6,862 shares 6,862 $4.86M 0.75% +103 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,290 shares; 2025Q1: 118,180 shares; 2025Q2: 119,222 shares; 2025Q3: 118,830 shares; 2025Q4: 117,860 shares; 2026Q1: 116,038 shares 116,038 $4.79M 0.74% -1,822 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: 4,145 shares; 2024Q4: 4,312 shares; 2025Q1: 7,989 shares; 2025Q2: 8,149 shares; 2025Q3: 8,202 shares; 2025Q4: 8,342 shares; 2026Q1: 8,149 shares 8,149 $4.7M 0.73% -193 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: 98,201 shares; 2024Q4: 95,069 shares; 2025Q1: 82,872 shares; 2025Q2: 81,697 shares; 2025Q3: 82,690 shares; 2025Q4: 78,391 shares; 2026Q1: 83,345 shares 83,345 $4.32M 0.67% +4,954 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,921 shares; 2025Q3: 60,705 shares; 2025Q4: 82,038 shares; 2026Q1: 82,315 shares 82,315 $4.28M 0.66% +277 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: 4,044 shares; 2024Q4: 4,034 shares; 2025Q1: 4,352 shares; 2025Q2: 4,334 shares; 2025Q3: 4,336 shares; 2025Q4: 4,252 shares; 2026Q1: 4,224 shares 4,224 $4.21M 0.65% -28 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,954 shares; 2024Q4: 180,579 shares; 2025Q1: 79,606 shares; 2025Q2: 83,354 shares; 2025Q3: 83,963 shares; 2025Q4: 86,255 shares; 2026Q1: 84,655 shares 84,655 $4.2M 0.65% -1,600 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,034 shares; 2024Q4: 288,357 shares; 2025Q1: 310,430 shares; 2025Q2: 323,400 shares; 2025Q3: 330,112 shares; 2025Q4: 357,359 shares; 2026Q1: 359,057 shares 359,057 $4.18M 0.65% +1,698 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,659 shares; 2024Q4: 64,941 shares; 2025Q1: 75,168 shares; 2025Q2: 79,711 shares; 2025Q3: 80,311 shares; 2025Q4: 83,057 shares; 2026Q1: 81,866 shares 81,866 $4.15M 0.64% -1,191 Timeline EDOW 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: 103,624 shares; 2024Q4: 92,748 shares; 2025Q1: 91,179 shares; 2025Q2: 90,581 shares; 2025Q3: 90,640 shares; 2025Q4: 94,217 shares; 2026Q1: 94,276 shares 94,276 $3.82M 0.59% +59 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,941 shares; 2025Q2: 21,161 shares; 2025Q3: 21,696 shares; 2025Q4: 33,142 shares; 2026Q1: 33,001 shares 33,001 $3.79M 0.59% -141 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: 1,343 shares; 2024Q4: 1,737 shares; 2025Q1: 3,850 shares; 2025Q2: 4,455 shares; 2025Q3: 4,721 shares; 2025Q4: 8,153 shares; 2026Q1: 8,781 shares 8,781 $3.77M 0.58% +628 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,652 shares; 2024Q4: 69,198 shares; 2025Q1: 65,937 shares; 2025Q2: 64,348 shares; 2025Q3: 63,871 shares; 2025Q4: 54,770 shares; 2026Q1: 34,499 shares 34,499 $3.77M 0.58% -20,271 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: 12,928 shares; 2024Q4: 13,109 shares; 2025Q1: 14,362 shares; 2025Q2: 14,506 shares; 2025Q3: 14,371 shares; 2025Q4: 12,814 shares; 2026Q1: 13,043 shares 13,043 $3.74M 0.58% +229 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,159 shares; 2024Q4: 61,487 shares; 2025Q1: 60,067 shares; 2025Q2: 60,910 shares; 2025Q3: 61,960 shares; 2025Q4: 63,021 shares; 2026Q1: 63,558 shares 63,558 $3.6M 0.56% +537 Timeline FMAY 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: 38,792 shares; 2024Q4: 99,753 shares; 2025Q1: 69,757 shares; 2025Q2: 71,257 shares; 2025Q3: 71,257 shares; 2025Q4: 71,106 shares; 2026Q1: 68,190 shares 68,190 $3.6M 0.56% -2,916 Timeline FALN 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: 103,790 shares; 2024Q4: 108,614 shares; 2025Q1: 120,249 shares; 2025Q2: 128,772 shares; 2025Q3: 123,502 shares; 2025Q4: 126,642 shares; 2026Q1: 132,916 shares 132,916 $3.56M 0.55% +6,274 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: 24,663 shares; 2024Q4: 24,662 shares; 2025Q1: 26,109 shares; 2025Q2: 26,026 shares; 2025Q3: 26,343 shares; 2025Q4: 27,649 shares; 2026Q1: 28,352 shares 28,352 $3.53M 0.54% +703 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,473 shares; 2025Q3: 27,888 shares; 2025Q4: 31,797 shares; 2026Q1: 45,906 shares 45,906 $3.49M 0.54% +14,109 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: 8,517 shares; 2024Q4: 8,524 shares; 2025Q1: 29,426 shares; 2025Q2: 27,217 shares; 2025Q3: 26,532 shares; 2025Q4: 27,087 shares; 2026Q1: 27,060 shares 27,060 $3.49M 0.54% -27 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,333 shares; 2025Q1: 21,315 shares; 2025Q2: 21,116 shares; 2025Q3: 20,846 shares; 2025Q4: 44,391 shares; 2026Q1: 55,026 shares 55,026 $3.37M 0.52% +10,635 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,807 shares; 2025Q1: 3,883 shares; 2025Q2: 3,911 shares; 2025Q3: 3,945 shares; 2025Q4: 11,445 shares; 2026Q1: 45,516 shares 45,516 $3.35M 0.52% +34,071 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 17,167 shares; 2025Q1: 17,186 shares; 2025Q2: 17,197 shares; 2025Q3: 17,207 shares; 2025Q4: 38,362 shares; 2026Q1: 46,654 shares 46,654 $3.22M 0.5% +8,292 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: 9,916 shares; 2024Q4: 9,994 shares; 2025Q1: 10,856 shares; 2025Q2: 10,934 shares; 2025Q3: 11,075 shares; 2025Q4: 10,718 shares; 2026Q1: 10,897 shares 10,897 $3.21M 0.5% +179 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: 16,249 shares; 2024Q4: 15,838 shares; 2025Q1: 16,053 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 15,995 shares; 2026Q1: 15,995 shares 15,995 $3.18M 0.49% 0 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: 14,624 shares; 2024Q4: 15,527 shares; 2025Q1: 16,870 shares; 2025Q2: 16,939 shares; 2025Q3: 17,110 shares; 2025Q4: 17,938 shares; 2026Q1: 18,617 shares 18,617 $3.15M 0.49% +679 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,042 shares; 2024Q4: 91,552 shares; 2025Q1: 102,471 shares; 2025Q2: 107,807 shares; 2025Q3: 104,021 shares; 2025Q4: 101,722 shares; 2026Q1: 107,332 shares 107,332 $2.99M 0.46% +5,610 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: 27,492 shares; 2024Q4: 28,291 shares; 2025Q1: 30,861 shares; 2025Q2: 32,475 shares; 2025Q3: 32,415 shares; 2025Q4: 32,634 shares; 2026Q1: 32,351 shares 32,351 $2.93M 0.45% -283 Timeline FCAL 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: 31,303 shares; 2024Q4: 46,136 shares; 2025Q1: 46,136 shares; 2025Q2: 46,136 shares; 2025Q3: 52,921 shares; 2025Q4: 60,382 shares; 2026Q1: 59,874 shares 59,874 $2.93M 0.45% -508 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,234 shares; 2024Q4: 5,561 shares; 2025Q1: 6,591 shares; 2025Q2: 6,721 shares; 2025Q3: 6,664 shares; 2025Q4: 7,362 shares; 2026Q1: 7,404 shares 7,404 $2.84M 0.44% +42 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: 10,660 shares; 2024Q4: 10,797 shares; 2025Q1: 12,316 shares; 2025Q2: 13,232 shares; 2025Q3: 13,269 shares; 2025Q4: 13,188 shares; 2026Q1: 13,385 shares 13,385 $2.77M 0.43% +197 Timeline TNGY 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: 218,237 shares; 2025Q3: 205,926 shares; 2025Q4: 251,723 shares; 2026Q1: 257,912 shares 257,912 $2.69M 0.41% +6,189 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,577 shares; 2024Q4: 30,381 shares; 2025Q1: 27,988 shares; 2025Q2: 28,240 shares; 2025Q3: 28,260 shares; 2025Q4: 30,266 shares; 2026Q1: 30,143 shares 30,143 $2.56M 0.4% -123 Timeline STIP 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: 8,509 shares; 2024Q4: 10,934 shares; 2025Q1: 23,485 shares; 2025Q2: 25,621 shares; 2025Q3: 24,760 shares; 2025Q4: 23,101 shares; 2026Q1: 24,195 shares 24,195 $2.51M 0.39% +1,094 Timeline IMCG 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: 36,028 shares; 2024Q4: 36,461 shares; 2025Q1: 27,924 shares; 2025Q2: 28,849 shares; 2025Q3: 28,837 shares; 2025Q4: 31,686 shares; 2026Q1: 31,833 shares 31,833 $2.5M 0.39% +147 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,876 shares; 2024Q4: 48,589 shares; 2025Q1: 46,580 shares; 2025Q2: 48,202 shares; 2025Q3: 48,708 shares; 2025Q4: 49,264 shares; 2026Q1: 48,598 shares 48,598 $2.47M 0.38% -666 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,520 shares; 2024Q4: 31,520 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 23,095 shares; 2026Q1: 36,958 shares 36,958 $2.35M 0.36% +13,863 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 5,164 shares; 2025Q1: 37,179 shares; 2025Q2: 36,579 shares; 2025Q3: 36,614 shares; 2025Q4: 37,293 shares; 2026Q1: 38,040 shares 38,040 $2.32M 0.36% +747 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: 5,774 shares; 2024Q4: 5,744 shares; 2025Q1: 6,479 shares; 2025Q2: 6,526 shares; 2025Q3: 6,618 shares; 2025Q4: 6,696 shares; 2026Q1: 6,905 shares 6,905 $2.27M 0.35% +209 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,721 shares; 2026Q1: 127,239 shares 127,239 $2.27M 0.35% +13,518 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,780 shares; 2025Q1: 47,102 shares; 2025Q2: 52,411 shares; 2025Q3: 51,811 shares; 2025Q4: 45,285 shares; 2026Q1: 44,590 shares 44,590 $2.22M 0.34% -695 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: 4,049 shares; 2024Q4: 4,245 shares; 2025Q1: 4,237 shares; 2025Q2: 4,290 shares; 2025Q3: 4,326 shares; 2025Q4: 4,236 shares; 2026Q1: 4,222 shares 4,222 $2.11M 0.33% -14 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,359 shares; 2024Q4: 28,945 shares; 2025Q1: 52,903 shares; 2025Q2: 55,590 shares; 2025Q3: 60,607 shares; 2025Q4: 64,315 shares; 2026Q1: 62,320 shares 62,320 $2.09M 0.32% -1,995 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: 82,105 shares; 2024Q4: 71,318 shares; 2025Q1: 67,192 shares; 2025Q2: 67,021 shares; 2025Q3: 65,856 shares; 2025Q4: 67,133 shares; 2026Q1: 71,283 shares 71,283 $2.06M 0.32% +4,150 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,247 shares; 2024Q4: 44,362 shares; 2025Q1: 46,349 shares; 2025Q2: 71,358 shares; 2025Q3: 69,467 shares; 2025Q4: 102,317 shares; 2026Q1: 111,879 shares 111,879 $2.06M 0.32% +9,562 Timeline DDEC 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: 41,769 shares; 2024Q4: 40,751 shares; 2025Q1: 49,229 shares; 2025Q2: 49,229 shares; 2025Q3: 45,955 shares; 2025Q4: 46,990 shares; 2026Q1: 46,286 shares 46,286 $2.05M 0.32% -704 Timeline SLYG 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: 22,633 shares; 2024Q4: 23,630 shares; 2025Q1: 17,193 shares; 2025Q2: 17,689 shares; 2025Q3: 17,835 shares; 2025Q4: 21,276 shares; 2026Q1: 21,245 shares 21,245 $2.05M 0.32% -31 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,141 shares; 2024Q4: 194,025 shares; 2025Q1: 194,025 shares; 2025Q2: 194,025 shares; 2025Q3: 194,025 shares; 2025Q4: 194,025 shares; 2026Q1: 194,025 shares 194,025 $2.02M 0.31% 0 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: 8,072 shares; 2024Q4: 13,417 shares; 2025Q1: 15,296 shares; 2025Q2: 15,364 shares; 2025Q3: 14,928 shares; 2025Q4: 13,525 shares; 2026Q1: 13,712 shares 13,712 $2.01M 0.31% +187 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: 34,595 shares; 2024Q4: 35,211 shares; 2025Q1: 38,703 shares; 2025Q2: 41,479 shares; 2025Q3: 40,613 shares; 2025Q4: 40,267 shares; 2026Q1: 39,779 shares 39,779 $1.99M 0.31% -488 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: 17,900 shares; 2024Q4: 18,671 shares; 2025Q1: 19,029 shares; 2025Q2: 18,225 shares; 2025Q3: 17,499 shares; 2025Q4: 19,136 shares; 2026Q1: 18,606 shares 18,606 $1.96M 0.3% -530 Timeline SLYV 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: 18,348 shares; 2024Q4: 20,987 shares; 2025Q1: 20,969 shares; 2025Q2: 21,900 shares; 2025Q3: 21,886 shares; 2025Q4: 20,980 shares; 2026Q1: 20,783 shares 20,783 $1.96M 0.3% -197 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: 30,247 shares; 2024Q4: 29,454 shares; 2025Q1: 30,725 shares; 2025Q2: 30,598 shares; 2025Q3: 29,748 shares; 2025Q4: 27,908 shares; 2026Q1: 27,416 shares 27,416 $1.86M 0.29% -492 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: 12,015 shares; 2024Q4: 12,418 shares; 2025Q1: 13,372 shares; 2025Q2: 12,834 shares; 2025Q3: 12,988 shares; 2025Q4: 12,262 shares; 2026Q1: 12,852 shares 12,852 $1.86M 0.29% +590 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,474 shares; 2024Q4: 10,833 shares; 2025Q1: 13,758 shares; 2025Q2: 14,793 shares; 2025Q3: 15,042 shares; 2025Q4: 15,722 shares; 2026Q1: 15,605 shares 15,605 $1.83M 0.28% -117 Timeline DJUN 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: 31,535 shares; 2024Q4: 29,067 shares; 2025Q1: 38,647 shares; 2025Q2: 38,677 shares; 2025Q3: 38,452 shares; 2025Q4: 37,979 shares; 2026Q1: 37,979 shares 37,979 $1.79M 0.28% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 4,187 shares; 2025Q1: 17,245 shares; 2025Q2: 13,282 shares; 2025Q3: 13,276 shares; 2025Q4: 18,536 shares; 2026Q1: 18,074 shares 18,074 $1.78M 0.27% -462 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: 15,252 shares; 2024Q4: 15,279 shares; 2025Q1: 19,050 shares; 2025Q2: 18,052 shares; 2025Q3: 17,561 shares; 2025Q4: 17,924 shares; 2026Q1: 18,376 shares 18,376 $1.77M 0.27% +452 Timeline DMAR 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: 54,792 shares; 2024Q4: 38,653 shares; 2025Q1: 43,963 shares; 2025Q2: 43,403 shares; 2025Q3: 42,968 shares; 2025Q4: 40,554 shares; 2026Q1: 40,554 shares 40,554 $1.72M 0.27% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,200 shares; 2025Q1: 3,696 shares; 2025Q2: 4,160 shares; 2025Q3: 4,163 shares; 2025Q4: 6,041 shares; 2026Q1: 6,054 shares 6,054 $1.72M 0.27% +13 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,189 shares; 2026Q1: 40,312 shares 40,312 $1.72M 0.26% +2,123 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,996 shares; 2026Q1: 102,982 shares 102,982 $1.71M 0.26% -3,014 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,746 shares; 2025Q2: 37,928 shares; 2025Q3: 37,166 shares; 2025Q4: 29,258 shares; 2026Q1: 35,923 shares 35,923 $1.7M 0.26% +6,665 Timeline DSEP 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: 29,952 shares; 2024Q4: 32,097 shares; 2025Q1: 31,119 shares; 2025Q2: 31,119 shares; 2025Q3: 37,847 shares; 2025Q4: 38,301 shares; 2026Q1: 38,301 shares 38,301 $1.68M 0.26% 0 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,002 shares; 2024Q4: 83,309 shares; 2025Q1: 84,248 shares; 2025Q2: 105,511 shares; 2025Q3: 107,242 shares; 2025Q4: 121,539 shares; 2026Q1: 114,817 shares 114,817 $1.68M 0.26% -6,722 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,787 shares; 2024Q4: 16,497 shares; 2025Q1: 15,853 shares; 2025Q2: 16,107 shares; 2025Q3: 16,362 shares; 2025Q4: 16,872 shares; 2026Q1: 16,578 shares 16,578 $1.67M 0.26% -294 Timeline BUFQ 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: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 42,653 shares; 2025Q2: 45,295 shares; 2025Q3: 45,325 shares; 2025Q4: 46,728 shares; 2026Q1: 46,728 shares 46,728 $1.65M 0.25% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,634 shares; 2025Q1: 4,776 shares; 2025Q2: 4,823 shares; 2025Q3: 4,913 shares; 2025Q4: 5,194 shares; 2026Q1: 5,309 shares 5,309 $1.61M 0.25% +115 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 17,461 shares; 2025Q1: 29,918 shares; 2025Q2: 36,396 shares; 2025Q3: 37,208 shares; 2025Q4: 31,849 shares; 2026Q1: 32,320 shares 32,320 $1.6M 0.25% +471 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,678 shares; 2024Q4: 16,260 shares; 2025Q1: 17,194 shares; 2025Q2: 16,796 shares; 2025Q3: 16,786 shares; 2025Q4: 16,354 shares; 2026Q1: 16,371 shares 16,371 $1.6M 0.25% +17 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,636 shares; 2025Q2: 24,014 shares; 2025Q3: 23,164 shares; 2025Q4: 22,814 shares; 2026Q1: 22,089 shares 22,089 $1.59M 0.24% -725 Timeline CWB 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: 37,814 shares; 2024Q4: 38,092 shares; 2025Q1: 18,020 shares; 2025Q2: 18,348 shares; 2025Q3: 17,949 shares; 2025Q4: 16,306 shares; 2026Q1: 17,114 shares 17,114 $1.57M 0.24% +808 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 8,820 shares; 2025Q4: 10,076 shares; 2026Q1: 50,817 shares 50,817 $1.56M 0.24% +40,741 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: 1,948 shares; 2024Q4: 1,927 shares; 2025Q1: 1,998 shares; 2025Q2: 1,872 shares; 2025Q3: 1,862 shares; 2025Q4: 1,671 shares; 2026Q1: 1,690 shares 1,690 $1.55M 0.24% +19 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 6,225 shares; 2025Q1: 7,922 shares; 2025Q2: 8,163 shares; 2025Q3: 9,832 shares; 2025Q4: 12,694 shares; 2026Q1: 13,878 shares 13,878 $1.55M 0.24% +1,184 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: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 11,195 shares; 2025Q2: 5,441 shares; 2025Q3: 4,588 shares; 2025Q4: 17,846 shares; 2026Q1: 17,039 shares 17,039 $1.54M 0.24% -807 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: 5,684 shares; 2024Q4: 5,677 shares; 2025Q1: 6,453 shares; 2025Q2: 6,423 shares; 2025Q3: 6,549 shares; 2025Q4: 6,663 shares; 2026Q1: 6,265 shares 6,265 $1.53M 0.24% -398 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: 22,697 shares; 2024Q4: 24,866 shares; 2025Q1: 26,192 shares; 2025Q2: 25,740 shares; 2025Q3: 25,113 shares; 2025Q4: 23,277 shares; 2026Q1: 23,154 shares 23,154 $1.53M 0.24% -123 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: 21,999 shares; 2024Q4: 23,865 shares; 2025Q1: 22,644 shares; 2025Q2: 24,445 shares; 2025Q3: 23,611 shares; 2025Q4: 24,098 shares; 2026Q1: 25,212 shares 25,212 $1.5M 0.23% +1,114 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 24,710 shares 24,710 $1.49M 0.23% +249 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4,400 shares; 2025Q1: 4,818 shares; 2025Q2: 4,722 shares; 2025Q3: 4,777 shares; 2025Q4: 6,477 shares; 2026Q1: 6,690 shares 6,690 $1.46M 0.22% +213 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.22% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,768 shares; 2025Q1: 8,369 shares; 2025Q2: 9,311 shares; 2025Q3: 9,994 shares; 2025Q4: 15,139 shares; 2026Q1: 19,504 shares 19,504 $1.43M 0.22% +4,365 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: 878 shares; 2024Q4: 872 shares; 2025Q1: 985 shares; 2025Q2: 948 shares; 2025Q3: 947 shares; 2025Q4: 1,582 shares; 2026Q1: 1,637 shares 1,637 $1.43M 0.22% +55 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: 9,974 shares; 2024Q4: 10,002 shares; 2025Q1: 11,947 shares; 2025Q2: 9,784 shares; 2025Q3: 9,687 shares; 2025Q4: 8,651 shares; 2026Q1: 8,608 shares 8,608 $1.42M 0.22% -43 Timeline QDEC 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: 32,436 shares; 2024Q4: 35,098 shares; 2025Q1: 48,028 shares; 2025Q2: 46,493 shares; 2025Q3: 43,339 shares; 2025Q4: 43,854 shares; 2026Q1: 44,775 shares 44,775 $1.41M 0.22% +921 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: 10,001 shares; 2024Q4: 10,910 shares; 2025Q1: 11,349 shares; 2025Q2: 11,073 shares; 2025Q3: 11,035 shares; 2025Q4: 9,838 shares; 2026Q1: 10,363 shares 10,363 $1.37M 0.21% +525 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,192 shares; 2024Q4: 25,182 shares; 2025Q1: 25,556 shares; 2025Q2: 25,738 shares; 2025Q3: 25,813 shares; 2025Q4: 16,487 shares; 2026Q1: 16,555 shares 16,555 $1.36M 0.21% +68 Timeline QSPT 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: 27,974 shares; 2024Q4: 34,851 shares; 2025Q1: 80,327 shares; 2025Q2: 80,327 shares; 2025Q3: 44,191 shares; 2025Q4: 44,925 shares; 2026Q1: 44,090 shares 44,090 $1.35M 0.21% -835 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: 4,835 shares; 2024Q4: 4,908 shares; 2025Q1: 5,075 shares; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,953 shares; 2026Q1: 6,144 shares 6,144 $1.32M 0.2% +191 Timeline DAUG 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: 41,253 shares; 2024Q4: 39,700 shares; 2025Q1: 36,158 shares; 2025Q2: 34,365 shares; 2025Q3: 33,985 shares; 2025Q4: 32,151 shares; 2026Q1: 30,225 shares 30,225 $1.32M 0.2% -1,926 Timeline IYJ 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: 3,937 shares; 2024Q4: 8,519 shares; 2025Q1: 8,713 shares; 2025Q2: 9,066 shares; 2025Q3: 8,904 shares; 2025Q4: 8,889 shares; 2026Q1: 8,894 shares 8,894 $1.31M 0.2% +5 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 4,654 shares; 2025Q4: 15,385 shares; 2026Q1: 23,841 shares 23,841 $1.31M 0.2% +8,456 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,984 shares; 2024Q4: 16,741 shares; 2025Q1: 24,474 shares; 2025Q2: 23,874 shares; 2025Q3: 24,219 shares; 2025Q4: 25,766 shares; 2026Q1: 26,805 shares 26,805 $1.31M 0.2% +1,039 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,893 shares; 2025Q1: 7,773 shares; 2025Q2: 7,846 shares; 2025Q3: 7,932 shares; 2025Q4: 9,007 shares; 2026Q1: 9,275 shares 9,275 $1.29M 0.2% +268 Timeline FJAN 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: 11,163 shares; 2024Q4: 11,463 shares; 2025Q1: 25,771 shares; 2025Q2: 25,446 shares; 2025Q3: 23,519 shares; 2025Q4: 23,819 shares; 2026Q1: 25,275 shares 25,275 $1.27M 0.2% +1,456 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,962 shares; 2024Q4: 9,761 shares; 2025Q1: 13,000 shares; 2025Q2: 15,935 shares; 2025Q3: 15,859 shares; 2025Q4: 16,976 shares; 2026Q1: 15,864 shares 15,864 $1.27M 0.2% -1,112 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,092 shares; 2025Q3: 13,342 shares; 2025Q4: 13,419 shares; 2026Q1: 50,900 shares 50,900 $1.26M 0.19% +37,481 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,782 shares; 2026Q1: 30,750 shares 30,750 $1.25M 0.19% +16,968 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,802 shares; 2024Q4: 37,350 shares; 2025Q1: 40,395 shares; 2025Q2: 42,778 shares; 2025Q3: 42,781 shares; 2025Q4: 38,862 shares; 2026Q1: 37,999 shares 37,999 $1.24M 0.19% -863 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,989 shares; 2024Q4: 42,741 shares; 2025Q1: 42,108 shares; 2025Q2: 45,748 shares; 2025Q3: 41,966 shares; 2025Q4: 31,142 shares; 2026Q1: 30,417 shares 30,417 $1.24M 0.19% -725 Timeline GJAN 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: 20,304 shares; 2024Q4: 20,304 shares; 2025Q1: 26,984 shares; 2025Q2: 26,984 shares; 2025Q3: 26,984 shares; 2025Q4: 27,490 shares; 2026Q1: 29,300 shares 29,300 $1.23M 0.19% +1,810 Timeline QJUN 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: 36,389 shares; 2024Q4: 39,664 shares; 2025Q1: 38,864 shares; 2025Q2: 41,014 shares; 2025Q3: 40,939 shares; 2025Q4: 38,024 shares; 2026Q1: 39,039 shares 39,039 $1.22M 0.19% +1,015 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 12,746 shares; 2025Q1: 21,578 shares; 2025Q2: 23,282 shares; 2025Q3: 25,436 shares; 2025Q4: 29,582 shares; 2026Q1: 32,413 shares 32,413 $1.21M 0.19% +2,831 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,915 shares; 2025Q1: 3,892 shares; 2025Q2: 5,169 shares; 2025Q3: 5,269 shares; 2025Q4: 5,467 shares; 2026Q1: 5,608 shares 5,608 $1.2M 0.19% +141 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 6,149 shares; 2025Q1: 6,806 shares; 2025Q2: 7,162 shares; 2025Q3: 7,298 shares; 2025Q4: 7,375 shares; 2026Q1: 7,384 shares 7,384 $1.18M 0.18% +9 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,514 shares; 2025Q1: 6,951 shares; 2025Q2: 7,646 shares; 2025Q3: 7,844 shares; 2025Q4: 10,549 shares; 2026Q1: 13,421 shares 13,421 $1.16M 0.18% +2,872 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 20,847 shares; 2025Q1: 27,788 shares; 2025Q2: 31,006 shares; 2025Q3: 31,766 shares; 2025Q4: 22,576 shares; 2026Q1: 22,223 shares 22,223 $1.15M 0.18% -353 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: 34,144 shares; 2024Q4: 37,978 shares; 2025Q1: 42,116 shares; 2025Q2: 44,486 shares; 2025Q3: 43,940 shares; 2025Q4: 40,348 shares; 2026Q1: 40,887 shares 40,887 $1.15M 0.18% +539 Timeline YJUN 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: 31,175 shares; 2024Q4: 38,395 shares; 2025Q1: 47,578 shares; 2025Q2: 46,813 shares; 2025Q3: 47,787 shares; 2025Q4: 44,197 shares; 2026Q1: 42,957 shares 42,957 $1.11M 0.17% -1,240 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 3,976 shares; 2025Q1: 7,692 shares; 2025Q2: 9,711 shares; 2025Q3: 12,296 shares; 2025Q4: 17,743 shares; 2026Q1: 17,628 shares 17,628 $1.11M 0.17% -115 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 10,221 shares; 2025Q1: 8,746 shares; 2025Q2: 14,865 shares; 2025Q3: 14,759 shares; 2025Q4: 16,583 shares; 2026Q1: 22,593 shares 22,593 $1.1M 0.17% +6,010 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 827 shares; 2025Q1: 3,488 shares; 2025Q2: 3,487 shares; 2025Q3: 3,490 shares; 2025Q4: 3,959 shares; 2026Q1: 4,029 shares 4,029 $1.09M 0.17% +70 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: 12,509 shares; 2024Q4: 12,321 shares; 2025Q1: 12,913 shares; 2025Q2: 12,806 shares; 2025Q3: 12,632 shares; 2025Q4: 13,413 shares; 2026Q1: 14,001 shares 14,001 $1.07M 0.16% +588 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: 7,172 shares; 2024Q4: 8,108 shares; 2025Q1: 10,957 shares; 2025Q2: 11,714 shares; 2025Q3: 12,067 shares; 2025Q4: 12,909 shares; 2026Q1: 13,620 shares 13,620 $1.06M 0.16% +711 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: 1,015 shares; 2024Q4: 974 shares; 2025Q1: 1,113 shares; 2025Q2: 1,125 shares; 2025Q3: 1,115 shares; 2025Q4: 10,232 shares; 2026Q1: 10,859 shares 10,859 $1.04M 0.16% +627 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 3,341 shares; 2025Q1: 3,928 shares; 2025Q2: 3,964 shares; 2025Q3: 4,000 shares; 2025Q4: 4,178 shares; 2026Q1: 4,299 shares 4,299 $1.04M 0.16% +121 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: 2,809 shares; 2024Q4: 2,784 shares; 2025Q1: 3,002 shares; 2025Q2: 3,199 shares; 2025Q3: 4,265 shares; 2025Q4: 4,971 shares; 2026Q1: 5,125 shares 5,125 $1.04M 0.16% +154 Timeline GMAR 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: 10,384 shares; 2024Q4: 10,474 shares; 2025Q1: 24,973 shares; 2025Q2: 24,883 shares; 2025Q3: 24,883 shares; 2025Q4: 24,883 shares; 2026Q1: 24,883 shares 24,883 $1.04M 0.16% 0 Timeline AGZ 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: 12,245 shares; 2024Q4: 13,255 shares; 2025Q1: 8,277 shares; 2025Q2: 8,899 shares; 2025Q3: 8,805 shares; 2025Q4: 8,829 shares; 2026Q1: 9,234 shares 9,234 $1.01M 0.16% +405 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: not reported; 2024Q4: not reported; 2025Q1: 78,523 shares; 2025Q2: 79,488 shares; 2025Q3: 79,488 shares; 2025Q4: 33,767 shares; 2026Q1: 25,619 shares 25,619 $1.01M 0.16% -8,148 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,862 shares; 2025Q1: 3,374 shares; 2025Q2: 3,465 shares; 2025Q3: 3,448 shares; 2025Q4: 3,379 shares; 2026Q1: 3,313 shares 3,313 $999K 0.15% -66 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,655 shares; 2025Q2: 3,718 shares; 2025Q3: 3,822 shares; 2025Q4: 4,457 shares; 2026Q1: 4,898 shares 4,898 $980K 0.15% +441 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,975 shares; 2025Q1: 12,252 shares; 2025Q2: 12,356 shares; 2025Q3: 12,212 shares; 2025Q4: 18,183 shares; 2026Q1: 18,584 shares 18,584 $968K 0.15% +401 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: 2,348 shares; 2024Q4: 2,367 shares; 2025Q1: 2,605 shares; 2025Q2: 3,053 shares; 2025Q3: 3,039 shares; 2025Q4: 2,964 shares; 2026Q1: 3,098 shares 3,098 $965K 0.15% +134 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 7,038 shares; 2025Q1: 7,665 shares; 2025Q2: 6,664 shares; 2025Q3: 6,521 shares; 2025Q4: 6,878 shares; 2026Q1: 7,667 shares 7,667 $958K 0.15% +789 Timeline FMAR 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: 108,582 shares; 2024Q4: 11,782 shares; 2025Q1: 17,942 shares; 2025Q2: 19,113 shares; 2025Q3: 19,113 shares; 2025Q4: 19,113 shares; 2026Q1: 19,538 shares 19,538 $947K 0.15% +425 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: 1,768 shares; 2024Q4: 1,782 shares; 2025Q1: 2,494 shares; 2025Q2: 2,610 shares; 2025Q3: 2,733 shares; 2025Q4: 2,726 shares; 2026Q1: 2,726 shares 2,726 $921K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,520 shares; 2025Q3: 4,745 shares; 2025Q4: 20,531 shares; 2026Q1: 16,300 shares 16,300 $921K 0.14% -4,231 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,265 shares; 2025Q1: 2,267 shares; 2025Q2: 2,269 shares; 2025Q3: 2,279 shares; 2025Q4: 2,227 shares; 2026Q1: 2,228 shares 2,228 $909K 0.14% +1 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: 15,896 shares; 2024Q4: 33,558 shares; 2025Q1: 22,691 shares; 2025Q2: 22,691 shares; 2025Q3: 22,466 shares; 2025Q4: 21,341 shares; 2026Q1: 20,829 shares 20,829 $905K 0.14% -512 Timeline DNOV 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: 23,636 shares; 2024Q4: 24,908 shares; 2025Q1: 30,524 shares; 2025Q2: 30,524 shares; 2025Q3: 30,084 shares; 2025Q4: 25,434 shares; 2026Q1: 18,834 shares 18,834 $902K 0.14% -6,600 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: not reported; 2024Q4: not reported; 2025Q1: 10,917 shares; 2025Q2: 13,115 shares; 2025Q3: 16,276 shares; 2025Q4: 20,665 shares; 2026Q1: 18,213 shares 18,213 $895K 0.14% -2,452 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,866 shares; 2025Q1: 2,273 shares; 2025Q2: 2,229 shares; 2025Q3: 2,282 shares; 2025Q4: 2,427 shares; 2026Q1: 2,517 shares 2,517 $885K 0.14% +90 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: 17,253 shares; 2024Q4: 17,499 shares; 2025Q1: 18,763 shares; 2025Q2: 19,227 shares; 2025Q3: 19,251 shares; 2025Q4: 18,857 shares; 2026Q1: 19,213 shares 19,213 $882K 0.14% +356 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 1,764 shares; 2025Q4: 5,569 shares; 2026Q1: 5,468 shares 5,468 $867K 0.13% -101 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 2,021 shares; 2025Q1: 2,332 shares; 2025Q2: 2,386 shares; 2025Q3: 2,408 shares; 2025Q4: 8,757 shares; 2026Q1: 8,874 shares 8,874 $867K 0.13% +117 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: 2,971 shares; 2024Q4: 2,946 shares; 2025Q1: 3,194 shares; 2025Q2: 3,178 shares; 2025Q3: 3,108 shares; 2025Q4: 6,012 shares; 2026Q1: 6,344 shares 6,344 $843K 0.13% +332 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,810 shares; 2025Q1: 1,265 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,296 shares; 2026Q1: 1,288 shares 1,288 $841K 0.13% -8 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,908 shares; 2025Q2: 40,908 shares; 2025Q3: 40,878 shares; 2025Q4: 24,094 shares; 2026Q1: 21,358 shares 21,358 $832K 0.13% -2,736 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,610 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,366 shares; 2026Q1: 10,366 shares 10,366 $830K 0.13% 0 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: 6,101 shares; 2024Q4: 5,323 shares; 2025Q1: 5,648 shares; 2025Q2: 5,734 shares; 2025Q3: 5,868 shares; 2025Q4: 6,462 shares; 2026Q1: 6,855 shares 6,855 $826K 0.13% +393 Timeline DMAY 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: 22,026 shares; 2024Q4: 22,026 shares; 2025Q1: 21,122 shares; 2025Q2: 21,122 shares; 2025Q3: 21,122 shares; 2025Q4: 18,368 shares; 2026Q1: 18,014 shares 18,014 $809K 0.12% -354 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,090 shares; 2025Q4: 15,025 shares; 2026Q1: 26,162 shares 26,162 $798K 0.12% +11,137 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 760 shares; 2025Q1: 834 shares; 2025Q2: 848 shares; 2025Q3: 879 shares; 2025Q4: 990 shares; 2026Q1: 1,080 shares 1,080 $797K 0.12% +90 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,650 shares; 2026Q1: 31,786 shares 31,786 $790K 0.12% +10,136 Timeline MLPX 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: 4,985 shares; 2024Q4: 4,705 shares; 2025Q1: 4,300 shares; 2025Q2: 4,433 shares; 2025Q3: 4,334 shares; 2025Q4: 10,634 shares; 2026Q1: 10,683 shares 10,683 $789K 0.12% +49 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 8,388 shares; 2025Q1: 8,410 shares; 2025Q2: 8,396 shares; 2025Q3: 8,418 shares; 2025Q4: 8,433 shares; 2026Q1: 8,451 shares 8,451 $786K 0.12% +18 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: 10,678 shares; 2024Q4: 10,764 shares; 2025Q1: 12,025 shares; 2025Q2: 12,396 shares; 2025Q3: 11,869 shares; 2025Q4: 8,162 shares; 2026Q1: 7,954 shares 7,954 $771K 0.12% -208 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 12,925 shares; 2025Q1: 15,365 shares; 2025Q2: 15,782 shares; 2025Q3: 15,897 shares; 2025Q4: 11,927 shares; 2026Q1: 11,206 shares 11,206 $765K 0.12% -721 Timeline SAUG 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: 13,991 shares; 2024Q4: 17,211 shares; 2025Q1: 14,096 shares; 2025Q2: 12,484 shares; 2025Q3: 32,713 shares; 2025Q4: 31,213 shares; 2026Q1: 29,553 shares 29,553 $761K 0.12% -1,660 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,500 shares; 2025Q4: 29,954 shares; 2026Q1: 28,921 shares 28,921 $757K 0.12% -1,033 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,112 shares; 2025Q2: 5,120 shares; 2025Q3: 5,127 shares; 2025Q4: 5,045 shares; 2026Q1: 5,031 shares 5,031 $755K 0.12% -14 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,852 shares; 2025Q2: 5,852 shares; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares 5,852 $745K 0.11% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,632 shares; 2025Q1: 3,970 shares; 2025Q2: 4,079 shares; 2025Q3: 4,332 shares; 2025Q4: 5,040 shares; 2026Q1: 5,595 shares 5,595 $734K 0.11% +555 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,303 shares; 2024Q4: 97,709 shares; 2025Q1: 111,438 shares; 2025Q2: 113,172 shares; 2025Q3: 110,668 shares; 2025Q4: 84,928 shares; 2026Q1: 81,497 shares 81,497 $730K 0.11% -3,431 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,271 shares; 2025Q2: 142,359 shares; 2025Q3: 139,278 shares; 2025Q4: 26,475 shares; 2026Q1: 23,943 shares 23,943 $724K 0.11% -2,532 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: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 3,993 shares; 2025Q2: 2,257 shares; 2025Q3: 2,215 shares; 2025Q4: 2,165 shares; 2026Q1: 2,187 shares 2,187 $719K 0.11% +22 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,755 shares; 2024Q4: 18,965 shares; 2025Q1: 20,053 shares; 2025Q2: 22,071 shares; 2025Q3: 21,023 shares; 2025Q4: 13,565 shares; 2026Q1: 12,947 shares 12,947 $712K 0.11% -618 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,113 shares; 2024Q4: 16,620 shares; 2025Q1: 16,905 shares; 2025Q2: 15,387 shares; 2025Q3: 15,057 shares; 2025Q4: 6,072 shares; 2026Q1: 6,178 shares 6,178 $702K 0.11% +106 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: 3,599 shares; 2024Q4: 3,622 shares; 2025Q1: 3,773 shares; 2025Q2: 3,791 shares; 2025Q3: 3,926 shares; 2025Q4: 4,191 shares; 2026Q1: 4,509 shares 4,509 $701K 0.11% +318 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,365 shares; 2025Q1: 25,455 shares; 2025Q2: 26,985 shares; 2025Q3: 27,756 shares; 2025Q4: 29,821 shares; 2026Q1: 27,808 shares 27,808 $690K 0.11% -2,013 Timeline SMAY 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: 26,285 shares; 2024Q4: 24,415 shares; 2025Q1: 24,535 shares; 2025Q2: 29,730 shares; 2025Q3: 27,990 shares; 2025Q4: 27,000 shares; 2026Q1: 26,205 shares 26,205 $689K 0.11% -795 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,370 shares; 2025Q1: 17,670 shares; 2025Q2: 17,670 shares; 2025Q3: 31,054 shares; 2025Q4: 30,172 shares; 2026Q1: 29,682 shares 29,682 $687K 0.11% -490 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 11,204 shares; 2025Q1: 12,169 shares; 2025Q2: 12,111 shares; 2025Q3: 11,800 shares; 2025Q4: 14,554 shares; 2026Q1: 14,353 shares 14,353 $687K 0.11% -201 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: 2,290 shares; 2025Q3: 3,527 shares; 2025Q4: 3,458 shares; 2026Q1: 3,485 shares 3,485 $669K 0.1% +27 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,780 shares; 2025Q1: 10,570 shares; 2025Q2: 10,121 shares; 2025Q3: 9,635 shares; 2025Q4: 5,109 shares; 2026Q1: 4,941 shares 4,941 $667K 0.1% -168 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: 1,649 shares; 2024Q4: 1,656 shares; 2025Q1: 1,805 shares; 2025Q2: 1,630 shares; 2025Q3: 1,680 shares; 2025Q4: 1,827 shares; 2026Q1: 1,937 shares 1,937 $666K 0.1% +110 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 28,472 shares; 2025Q4: 28,460 shares; 2026Q1: 28,460 shares 28,460 $661K 0.1% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,765 shares; 2025Q1: 6,381 shares; 2025Q2: 6,726 shares; 2025Q3: 6,563 shares; 2025Q4: 5,276 shares; 2026Q1: 5,047 shares 5,047 $660K 0.1% -229 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: 17,427 shares; 2024Q4: 17,889 shares; 2025Q1: 16,869 shares; 2025Q2: 17,122 shares; 2025Q3: 16,414 shares; 2025Q4: 8,278 shares; 2026Q1: 7,946 shares 7,946 $654K 0.1% -332 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: 2,485 shares; 2024Q4: 2,053 shares; 2025Q1: 1,869 shares; 2025Q2: 1,920 shares; 2025Q3: 2,026 shares; 2025Q4: 1,601 shares; 2026Q1: 1,902 shares 1,902 $650K 0.1% +301 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,190 shares; 2025Q2: 23,592 shares; 2025Q3: 23,592 shares; 2025Q4: 23,592 shares; 2026Q1: 15,710 shares 15,710 $645K 0.1% -7,882 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 7,131 shares 7,131 $643K 0.1% +2,475 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: 23,893 shares; 2024Q4: 8,970 shares; 2025Q1: 9,623 shares; 2025Q2: 9,628 shares; 2025Q3: 10,029 shares; 2025Q4: 9,208 shares; 2026Q1: 9,123 shares 9,123 $640K 0.1% -85 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 793 shares; 2025Q3: 795 shares; 2025Q4: 937 shares; 2026Q1: 938 shares 938 $640K 0.1% +1 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,505 shares; 2025Q1: 29,298 shares; 2025Q2: 29,298 shares; 2025Q3: 28,845 shares; 2025Q4: 28,595 shares; 2026Q1: 28,595 shares 28,595 $629K 0.1% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,816 shares; 2025Q1: 11,326 shares; 2025Q2: 11,326 shares; 2025Q3: not reported; 2025Q4: 11,911 shares; 2026Q1: 11,956 shares 11,956 $628K 0.1% +45 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: 5,874 shares; 2024Q4: 5,924 shares; 2025Q1: 5,807 shares; 2025Q2: 5,720 shares; 2025Q3: 5,502 shares; 2025Q4: 4,663 shares; 2026Q1: 5,090 shares 5,090 $627K 0.1% +427 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,871 shares; 2025Q3: 6,773 shares; 2025Q4: 6,647 shares; 2026Q1: 6,572 shares 6,572 $627K 0.1% -75 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,574 shares; 2025Q1: 8,433 shares; 2025Q2: 8,816 shares; 2025Q3: 8,571 shares; 2025Q4: 7,701 shares; 2026Q1: 7,650 shares 7,650 $621K 0.1% -51 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: 11,140 shares; 2024Q4: 11,047 shares; 2025Q1: not reported; 2025Q2: 9,541 shares; 2025Q3: 9,018 shares; 2025Q4: 13,697 shares; 2026Q1: 14,052 shares 14,052 $620K 0.1% +355 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,107 shares; 2024Q4: 65,028 shares; 2025Q1: 64,889 shares; 2025Q2: 66,506 shares; 2025Q3: 63,062 shares; 2025Q4: 52,256 shares; 2026Q1: 50,373 shares 50,373 $617K 0.1% -1,883 Timeline JTEK 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: 3,838 shares; 2024Q4: 3,626 shares; 2025Q1: 3,448 shares; 2025Q2: 3,227 shares; 2025Q3: 3,149 shares; 2025Q4: 7,425 shares; 2026Q1: 7,739 shares 7,739 $617K 0.1% +314 Timeline TSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,748 shares; 2025Q4: 25,538 shares; 2026Q1: 25,538 shares 25,538 $615K 0.09% 0 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 23,491 shares; 2026Q1: 22,995 shares 22,995 $612K 0.09% -496 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,175 shares; 2025Q2: 45,803 shares; 2025Q3: 53,861 shares; 2025Q4: 55,447 shares; 2026Q1: 55,471 shares 55,471 $612K 0.09% +24 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,887 shares; 2024Q4: 46,299 shares; 2025Q1: 47,212 shares; 2025Q2: 44,598 shares; 2025Q3: 44,956 shares; 2025Q4: 45,452 shares; 2026Q1: 44,195 shares 44,195 $609K 0.09% -1,257 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,973 shares; 2024Q4: 20,388 shares; 2025Q1: 23,938 shares; 2025Q2: 27,928 shares; 2025Q3: 28,213 shares; 2025Q4: 21,439 shares; 2026Q1: 22,235 shares 22,235 $607K 0.09% +796 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,987 shares; 2025Q4: 12,462 shares; 2026Q1: 12,017 shares 12,017 $605K 0.09% -445 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: 1,749 shares; 2024Q4: 1,713 shares; 2025Q1: 1,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares 2,830 $605K 0.09% 0 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: 4,914 shares; 2024Q4: 4,870 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 3,533 shares; 2026Q1: 3,644 shares 3,644 $596K 0.09% +111 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,507 shares; 2025Q1: 6,230 shares; 2025Q2: 6,366 shares; 2025Q3: 6,558 shares; 2025Q4: 7,246 shares; 2026Q1: 8,359 shares 8,359 $593K 0.09% +1,113 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: 2,042 shares; 2024Q4: 2,065 shares; 2025Q1: 2,451 shares; 2025Q2: 2,402 shares; 2025Q3: 2,481 shares; 2025Q4: 2,626 shares; 2026Q1: 2,783 shares 2,783 $584K 0.09% +157 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 12,840 shares; 2025Q1: 15,726 shares; 2025Q2: 16,027 shares; 2025Q3: 15,491 shares; 2025Q4: 12,678 shares; 2026Q1: 12,695 shares 12,695 $578K 0.09% +17 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,957 shares; 2026Q1: 26,782 shares 26,782 $570K 0.09% +11,825 Timeline FIW 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: 3,362 shares; 2024Q4: 3,294 shares; 2025Q1: 3,376 shares; 2025Q2: 3,469 shares; 2025Q3: 3,437 shares; 2025Q4: 5,360 shares; 2026Q1: 5,472 shares 5,472 $565K 0.09% +112 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares 3,094 $564K 0.09% 0 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: 12,193 shares; 2024Q4: 12,405 shares; 2025Q1: 12,885 shares; 2025Q2: 14,019 shares; 2025Q3: 13,631 shares; 2025Q4: 12,989 shares; 2026Q1: 12,702 shares 12,702 $562K 0.09% -287 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 463 shares; 2025Q2: 477 shares; 2025Q3: 497 shares; 2025Q4: 538 shares; 2026Q1: 579 shares 579 $558K 0.09% +41 Timeline IGV 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: 2,272 shares; 2025Q3: 5,072 shares; 2025Q4: 7,637 shares; 2026Q1: 6,947 shares 6,947 $556K 0.09% -690 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 2,222 shares; 2025Q1: 2,448 shares; 2025Q2: 2,332 shares; 2025Q3: 2,480 shares; 2025Q4: 2,676 shares; 2026Q1: 2,881 shares 2,881 $555K 0.09% +205 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 15,447 shares; 2025Q1: 15,197 shares; 2025Q2: 15,197 shares; 2025Q3: 15,197 shares; 2025Q4: 14,972 shares; 2026Q1: 14,972 shares 14,972 $541K 0.08% 0 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,416 shares; 2025Q2: 15,266 shares; 2025Q3: 14,444 shares; 2025Q4: 14,444 shares; 2026Q1: 14,444 shares 14,444 $538K 0.08% 0 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,102 shares; 2025Q2: 18,570 shares; 2025Q3: 17,735 shares; 2025Q4: 17,735 shares; 2026Q1: 17,735 shares 17,735 $538K 0.08% 0 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 493 shares; 2025Q2: 505 shares; 2025Q3: 510 shares; 2025Q4: 553 shares; 2026Q1: 589 shares 589 $530K 0.08% +36 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: 5,776 shares 5,776 $529K 0.08% +3,090 Timeline JDOC 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: 3,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,055 shares; 2025Q3: 3,995 shares; 2025Q4: 9,460 shares; 2026Q1: 9,516 shares 9,516 $529K 0.08% +56 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 4,790 shares; 2025Q1: 5,975 shares; 2025Q2: 4,589 shares; 2025Q3: 4,503 shares; 2025Q4: 4,374 shares; 2026Q1: 4,286 shares 4,286 $527K 0.08% -88 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,523 shares; 2025Q1: 1,437 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,460 shares; 2026Q1: 1,461 shares 1,461 $525K 0.08% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 5,684 shares; 2025Q1: 5,670 shares; 2025Q2: 6,578 shares; 2025Q3: 6,096 shares; 2025Q4: 6,588 shares; 2026Q1: 6,494 shares 6,494 $520K 0.08% -94 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: 857 shares; 2024Q4: 693 shares; 2025Q1: 797 shares; 2025Q2: 793 shares; 2025Q3: 797 shares; 2025Q4: 823 shares; 2026Q1: 856 shares 856 $518K 0.08% +33 Timeline QMAR 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: 102,187 shares; 2024Q4: 100,714 shares; 2025Q1: 13,705 shares; 2025Q2: 14,275 shares; 2025Q3: 14,175 shares; 2025Q4: 14,163 shares; 2026Q1: 15,245 shares 15,245 $513K 0.08% +1,082 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,917 shares; 2024Q4: 157,515 shares; 2025Q1: 132,598 shares; 2025Q2: 128,426 shares; 2025Q3: 124,314 shares; 2025Q4: 101,470 shares; 2026Q1: 99,249 shares 99,249 $510K 0.08% -2,221 Timeline PPA 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: 1,526 shares; 2025Q3: 1,505 shares; 2025Q4: 2,443 shares; 2026Q1: 3,069 shares 3,069 $509K 0.08% +626 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,570 shares; 2025Q1: 2,774 shares; 2025Q2: 2,845 shares; 2025Q3: 2,937 shares; 2025Q4: 3,594 shares; 2026Q1: 3,835 shares 3,835 $508K 0.08% +241 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: 1,172 shares; 2024Q4: 1,181 shares; 2025Q1: 1,133 shares; 2025Q2: 1,233 shares; 2025Q3: 1,246 shares; 2025Q4: 1,143 shares; 2026Q1: 1,102 shares 1,102 $505K 0.08% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,144 shares; 2025Q4: 3,586 shares; 2026Q1: 3,684 shares 3,684 $501K 0.08% +98 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: 2,156 shares; 2024Q4: 2,206 shares; 2025Q1: 2,470 shares; 2025Q2: 2,575 shares; 2025Q3: 2,788 shares; 2025Q4: 3,313 shares; 2026Q1: 3,699 shares 3,699 $500K 0.08% +386 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 3,202 shares; 2026Q1: 4,435 shares 4,435 $497K 0.08% +1,233 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,596 shares; 2025Q1: 7,535 shares; 2025Q2: 7,575 shares; 2025Q3: 7,554 shares; 2025Q4: 7,383 shares; 2026Q1: 7,317 shares 7,317 $496K 0.08% -66 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,816 shares; 2025Q4: 2,125 shares; 2026Q1: 2,343 shares 2,343 $495K 0.08% +218 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,251 shares; 2025Q3: 3,190 shares; 2025Q4: 8,710 shares; 2026Q1: 8,959 shares 8,959 $493K 0.08% +249 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: 3,065 shares; 2024Q4: 2,890 shares; 2025Q1: 3,639 shares; 2025Q2: 3,677 shares; 2025Q3: 3,955 shares; 2025Q4: 3,339 shares; 2026Q1: 3,327 shares 3,327 $489K 0.08% -12 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: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,130 shares; 2025Q3: 2,304 shares; 2025Q4: 2,741 shares; 2026Q1: 3,035 shares 3,035 $484K 0.07% +294 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,564 shares; 2024Q4: 18,411 shares; 2025Q1: 18,627 shares; 2025Q2: 21,695 shares; 2025Q3: 21,255 shares; 2025Q4: 21,629 shares; 2026Q1: 21,318 shares 21,318 $478K 0.07% -311 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: 13,379 shares; 2025Q1: 12,661 shares; 2025Q2: 13,240 shares; 2025Q3: 13,017 shares; 2025Q4: 13,385 shares; 2026Q1: 13,356 shares 13,356 $475K 0.07% -29 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares; 2025Q3: 6,354 shares; 2025Q4: 12,526 shares; 2026Q1: 12,147 shares 12,147 $467K 0.07% -379 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,429 shares; 2025Q1: 1,519 shares; 2025Q2: 1,562 shares; 2025Q3: 1,672 shares; 2025Q4: 1,918 shares; 2026Q1: 2,114 shares 2,114 $463K 0.07% +196 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: 490 shares; 2024Q4: 486 shares; 2025Q1: 827 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 784 shares; 2026Q1: 819 shares 819 $462K 0.07% +35 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: 1,476 shares; 2024Q4: 1,502 shares; 2025Q1: 1,628 shares; 2025Q2: 1,643 shares; 2025Q3: 1,730 shares; 2025Q4: 1,987 shares; 2026Q1: 2,181 shares 2,181 $455K 0.07% +194 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,855 shares; 2025Q1: 1,991 shares; 2025Q2: 2,042 shares; 2025Q3: 2,156 shares; 2025Q4: 2,442 shares; 2026Q1: 2,658 shares 2,658 $450K 0.07% +216 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: 8,130 shares; 2026Q1: 7,907 shares 7,907 $449K 0.07% -223 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,517 shares; 2024Q4: 17,690 shares; 2025Q1: 21,344 shares; 2025Q2: 30,368 shares; 2025Q3: 29,944 shares; 2025Q4: 28,990 shares; 2026Q1: 28,414 shares 28,414 $445K 0.07% -576 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,571 shares; 2025Q2: 5,949 shares; 2025Q3: 5,797 shares; 2025Q4: 5,672 shares; 2026Q1: 5,672 shares 5,672 $445K 0.07% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,112 shares; 2026Q1: 4,113 shares 4,113 $441K 0.07% +1 Timeline DJAN 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: 6,302 shares; 2024Q4: 6,102 shares; 2025Q1: 10,179 shares; 2025Q2: 10,134 shares; 2025Q3: 8,989 shares; 2025Q4: 9,729 shares; 2026Q1: 10,369 shares 10,369 $441K 0.07% +640 Timeline VGSH 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: 6,851 shares; 2024Q4: 7,541 shares; 2025Q1: 8,303 shares; 2025Q2: 8,277 shares; 2025Q3: 8,078 shares; 2025Q4: 8,790 shares; 2026Q1: 8,877 shares 8,877 $439K 0.07% +87 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,421 shares; 2025Q1: 6,565 shares; 2025Q2: 6,595 shares; 2025Q3: 6,610 shares; 2025Q4: 6,630 shares; 2026Q1: 6,447 shares 6,447 $439K 0.07% -183 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 8,007 shares; 2026Q1: 7,832 shares 7,832 $435K 0.07% -175 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 9,401 shares; 2025Q1: 12,931 shares; 2025Q2: 14,213 shares; 2025Q3: 14,653 shares; 2025Q4: 16,521 shares; 2026Q1: 5,941 shares 5,941 $434K 0.07% -10,580 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,797 shares; 2025Q1: 2,861 shares; 2025Q2: 2,725 shares; 2025Q3: 3,024 shares; 2025Q4: 2,891 shares; 2026Q1: 2,861 shares 2,861 $430K 0.07% -30 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,455 shares 27,455 $430K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,462 shares; 2025Q1: 4,742 shares; 2025Q2: 4,714 shares; 2025Q3: 4,830 shares; 2025Q4: 3,828 shares; 2026Q1: 3,964 shares 3,964 $408K 0.06% +136 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,096 shares 4,096 $405K 0.06% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,822 shares; 2025Q4: 3,000 shares; 2026Q1: 3,177 shares 3,177 $401K 0.06% +177 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly 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: 12,585 shares; 2026Q1: 13,262 shares 13,262 $400K 0.06% +677 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,253 shares; 2025Q1: 2,254 shares; 2025Q2: 2,241 shares; 2025Q3: 2,240 shares; 2025Q4: 2,211 shares; 2026Q1: 2,202 shares 2,202 $399K 0.06% -9 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,679 shares; 2024Q4: 20,162 shares; 2025Q1: 20,560 shares; 2025Q2: 18,550 shares; 2025Q3: 18,338 shares; 2025Q4: 21,245 shares; 2026Q1: 21,037 shares 21,037 $395K 0.06% -208 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,965 shares 2,965 $395K 0.06% +460 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: not reported; 2024Q4: 3,579 shares; 2025Q1: 4,395 shares; 2025Q2: 4,366 shares; 2025Q3: 4,399 shares; 2025Q4: 4,978 shares; 2026Q1: 4,937 shares 4,937 $395K 0.06% -41 Timeline YDEC 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: 8,100 shares; 2024Q4: 9,985 shares; 2025Q1: 18,149 shares; 2025Q2: 18,149 shares; 2025Q3: 14,435 shares; 2025Q4: 15,970 shares; 2026Q1: 14,950 shares 14,950 $393K 0.06% -1,020 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,162 shares; 2024Q4: 9,162 shares; 2025Q1: 9,162 shares; 2025Q2: 10,169 shares; 2025Q3: 12,219 shares; 2025Q4: 15,230 shares; 2026Q1: 15,275 shares 15,275 $390K 0.06% +45 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares; 2026Q1: 3,667 shares 3,667 $389K 0.06% +17 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,215 shares; 2025Q1: 1,278 shares; 2025Q2: 1,304 shares; 2025Q3: 1,398 shares; 2025Q4: 1,550 shares; 2026Q1: 1,836 shares 1,836 $382K 0.06% +286 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,012 shares; 2026Q1: 10,503 shares 10,503 $380K 0.06% +491 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: 9,620 shares; 2024Q4: 9,992 shares; 2025Q1: 10,676 shares; 2025Q2: 10,040 shares; 2025Q3: 10,090 shares; 2025Q4: 10,692 shares; 2026Q1: 11,263 shares 11,263 $379K 0.06% +571 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,395 shares; 2025Q2: 10,061 shares; 2025Q3: 9,628 shares; 2025Q4: 11,524 shares; 2026Q1: 9,332 shares 9,332 $378K 0.06% -2,192 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,208 shares; 2025Q3: 2,141 shares; 2025Q4: 1,676 shares; 2026Q1: 1,677 shares 1,677 $377K 0.06% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,060 shares; 2025Q1: 4,297 shares; 2025Q2: 4,256 shares; 2025Q3: 4,273 shares; 2025Q4: 4,434 shares; 2026Q1: 4,578 shares 4,578 $371K 0.06% +144 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,427 shares; 2025Q3: 2,441 shares; 2025Q4: 2,934 shares; 2026Q1: 3,108 shares 3,108 $370K 0.06% +174 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,660 shares; 2025Q2: 1,580 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577 $369K 0.06% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,343 shares; 2025Q1: 1,261 shares; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,249 shares; 2026Q1: 1,347 shares 1,347 $365K 0.06% +98 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: not reported; 2024Q4: 776 shares; 2025Q1: 828 shares; 2025Q2: 854 shares; 2025Q3: 909 shares; 2025Q4: 1,016 shares; 2026Q1: 1,109 shares 1,109 $363K 0.06% +93 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,418 shares; 2025Q1: 5,956 shares; 2025Q2: 5,960 shares; 2025Q3: 5,785 shares; 2025Q4: 5,789 shares; 2026Q1: 5,793 shares 5,793 $357K 0.06% +4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares; 2026Q1: 1,409 shares 1,409 $353K 0.05% +154 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,165 shares; 2024Q4: 37,800 shares; 2025Q1: 35,250 shares; 2025Q2: 35,048 shares; 2025Q3: 35,048 shares; 2025Q4: 34,689 shares; 2026Q1: 34,656 shares 34,656 $353K 0.05% -33 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 11,129 shares; 2025Q1: 13,253 shares; 2025Q2: 13,886 shares; 2025Q3: 14,669 shares; 2025Q4: 9,620 shares; 2026Q1: 10,143 shares 10,143 $349K 0.05% +523 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: 5,522 shares; 2024Q4: 5,527 shares; 2025Q1: 6,322 shares; 2025Q2: 5,680 shares; 2025Q3: 4,997 shares; 2025Q4: 3,894 shares; 2026Q1: 3,896 shares 3,896 $349K 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 606 shares; 2026Q1: 632 shares 632 $342K 0.05% +26 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 109 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $341K 0.05% 0 Timeline 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: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares 3,376 $337K 0.05% 0 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: 1,553 shares; 2024Q4: 1,560 shares; 2025Q1: 1,591 shares; 2025Q2: 1,614 shares; 2025Q3: 1,620 shares; 2025Q4: 1,468 shares; 2026Q1: 1,481 shares 1,481 $335K 0.05% +13 Timeline FN FABRINET More: the full row for FABRINET Quarterly 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: 590 shares; 2026Q1: 639 shares 639 $333K 0.05% +49 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,222 shares; 2025Q1: 3,237 shares; 2025Q2: 3,503 shares; 2025Q3: 3,898 shares; 2025Q4: 4,362 shares; 2026Q1: 4,336 shares 4,336 $332K 0.05% -26 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,060 shares; 2025Q1: 3,805 shares; 2025Q2: 4,105 shares; 2025Q3: 4,030 shares; 2025Q4: 7,940 shares; 2026Q1: 7,955 shares 7,955 $332K 0.05% +15 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,287 shares; 2025Q1: 1,391 shares; 2025Q2: 1,440 shares; 2025Q3: 1,519 shares; 2025Q4: 1,718 shares; 2026Q1: 1,908 shares 1,908 $331K 0.05% +190 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 711 shares 711 $329K 0.05% +20 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: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 732 shares 732 $327K 0.05% +65 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: 594 shares; 2024Q4: 567 shares; 2025Q1: 622 shares; 2025Q2: 637 shares; 2025Q3: 512 shares; 2025Q4: 600 shares; 2026Q1: 674 shares 674 $327K 0.05% +74 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: 6,465 shares; 2024Q4: 6,570 shares; 2025Q1: 7,320 shares; 2025Q2: 7,512 shares; 2025Q3: 7,433 shares; 2025Q4: 7,375 shares; 2026Q1: 7,219 shares 7,219 $325K 0.05% -156 Timeline EWJ 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: 2,735 shares; 2025Q4: 3,837 shares; 2026Q1: 3,824 shares 3,824 $323K 0.05% -13 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 137 shares; 2025Q1: 147 shares; 2025Q2: 146 shares; 2025Q3: 171 shares; 2025Q4: 184 shares; 2026Q1: 185 shares 185 $320K 0.05% +1 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,808 shares 8,808 $317K 0.05% new 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: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,245 shares; 2026Q1: 1,377 shares 1,377 $317K 0.05% +132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 351 shares; 2025Q4: 398 shares; 2026Q1: 374 shares 374 $317K 0.05% -24 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $316K 0.05% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 341 shares; 2025Q1: 291 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 3,649 shares; 2026Q1: 3,374 shares 3,374 $311K 0.05% -275 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $307K 0.05% 0 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: 1,273 shares; 2024Q4: 1,524 shares; 2025Q1: 1,851 shares; 2025Q2: 1,864 shares; 2025Q3: 1,704 shares; 2025Q4: 1,539 shares; 2026Q1: 1,632 shares 1,632 $305K 0.05% +93 Timeline BBAG 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: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,767 shares; 2025Q3: 5,352 shares; 2025Q4: 6,680 shares; 2026Q1: 6,577 shares 6,577 $304K 0.05% -103 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 2,362 shares 2,362 $302K 0.05% +15 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 4,644 shares; 2026Q1: 3,954 shares 3,954 $300K 0.05% -690 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,339 shares 11,339 $299K 0.05% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,382 shares 4,382 $293K 0.05% new Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,548 shares; 2024Q4: 12,187 shares; 2025Q1: 15,919 shares; 2025Q2: 18,535 shares; 2025Q3: 19,029 shares; 2025Q4: 11,800 shares; 2026Q1: 12,406 shares 12,406 $292K 0.05% +606 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 730 shares; 2025Q2: 752 shares; 2025Q3: 805 shares; 2025Q4: 941 shares; 2026Q1: 1,032 shares 1,032 $286K 0.04% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 1,744 shares; 2025Q4: 1,997 shares; 2026Q1: 2,174 shares 2,174 $285K 0.04% +177 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,402 shares 3,402 $284K 0.04% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 9,315 shares; 2025Q1: 8,606 shares; 2025Q2: 8,162 shares; 2025Q3: 8,121 shares; 2025Q4: 7,871 shares; 2026Q1: 7,538 shares 7,538 $282K 0.04% -333 Timeline COMT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,308 shares 8,308 $281K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,532 shares; 2026Q1: 1,538 shares 1,538 $280K 0.04% +6 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,042 shares; 2025Q1: 1,284 shares; 2025Q2: 1,289 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $279K 0.04% 0 Timeline FJUL 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: 5,192 shares; 2024Q4: 6,042 shares; 2025Q1: 6,052 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 5,133 shares; 2026Q1: 5,093 shares 5,093 $279K 0.04% -40 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,644 shares 1,644 $278K 0.04% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,050 shares 12,050 $277K 0.04% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares 5,251 $276K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares; 2026Q1: 862 shares 862 $274K 0.04% +85 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares; 2026Q1: 2,526 shares 2,526 $271K 0.04% -43 Timeline EFRA 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: 7,525 shares; 2026Q1: 7,721 shares 7,721 $265K 0.04% +196 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,763 shares; 2025Q1: 3,905 shares; 2025Q2: 3,471 shares; 2025Q3: 3,617 shares; 2025Q4: 3,978 shares; 2026Q1: 4,227 shares 4,227 $265K 0.04% +249 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 434 shares; 2025Q3: 462 shares; 2025Q4: 536 shares; 2026Q1: 604 shares 604 $263K 0.04% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 553 shares; 2026Q1: 603 shares 603 $263K 0.04% +50 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares; 2026Q1: 5,603 shares 5,603 $263K 0.04% +41 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: 2,168 shares; 2025Q1: 2,441 shares; 2025Q2: 2,197 shares; 2025Q3: 2,290 shares; 2025Q4: 1,690 shares; 2026Q1: 2,131 shares 2,131 $262K 0.04% +441 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 9,949 shares; 2025Q1: 7,662 shares; 2025Q2: 6,411 shares; 2025Q3: 5,304 shares; 2025Q4: 4,928 shares; 2026Q1: 4,071 shares 4,071 $260K 0.04% -857 Timeline QYLD 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: 13,848 shares; 2025Q4: 15,067 shares; 2026Q1: 15,092 shares 15,092 $259K 0.04% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,857 shares; 2025Q4: 1,860 shares; 2026Q1: 1,813 shares 1,813 $258K 0.04% -47 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: 1,116 shares; 2026Q1: 1,118 shares 1,118 $257K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares 3,306 $255K 0.04% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,929 shares; 2026Q1: 2,150 shares 2,150 $253K 0.04% +221 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: 1,510 shares; 2024Q4: 1,519 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,686 shares; 2025Q4: 1,301 shares; 2026Q1: 1,280 shares 1,280 $251K 0.04% -21 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,824 shares; 2025Q2: 3,037 shares; 2025Q3: 3,166 shares; 2025Q4: 3,819 shares; 2026Q1: 3,462 shares 3,462 $249K 0.04% -357 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,617 shares; 2025Q1: 1,328 shares; 2025Q2: 1,237 shares; 2025Q3: 1,241 shares; 2025Q4: 1,276 shares; 2026Q1: 1,305 shares 1,305 $248K 0.04% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,571 shares; 2025Q4: 4,815 shares; 2026Q1: 5,273 shares 5,273 $246K 0.04% +458 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,952 shares; 2025Q4: 7,452 shares; 2026Q1: 6,452 shares 6,452 $246K 0.04% -1,000 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 926 shares; 2025Q1: 968 shares; 2025Q2: 981 shares; 2025Q3: 1,009 shares; 2025Q4: 1,083 shares; 2026Q1: 542 shares 542 $241K 0.04% -541 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,355 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,468 shares 2,468 $240K 0.04% +1 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,120 shares; 2025Q3: 8,355 shares; 2025Q4: 8,355 shares; 2026Q1: 8,755 shares 8,755 $239K 0.04% +400 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,823 shares; 2025Q1: 2,820 shares; 2025Q2: 2,879 shares; 2025Q3: 2,779 shares; 2025Q4: 2,674 shares; 2026Q1: 2,654 shares 2,654 $235K 0.04% -20 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 8,748 shares 8,748 $234K 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,636 shares 5,636 $233K 0.04% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,618 shares; 2025Q3: 4,618 shares; 2025Q4: 4,618 shares; 2026Q1: 4,618 shares 4,618 $231K 0.04% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,826 shares 5,826 $227K 0.04% new Timeline SHLD 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: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares 3,190 $226K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: 684 shares 684 $225K 0.03% +66 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,563 shares; 2026Q1: 7,702 shares 7,702 $223K 0.03% +139 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,329 shares; 2025Q1: 1,913 shares; 2025Q2: 1,947 shares; 2025Q3: 2,110 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146 $222K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,274 shares; 2025Q4: 2,276 shares; 2026Q1: 2,319 shares 2,319 $218K 0.03% +43 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares; 2026Q1: 3,302 shares 3,302 $216K 0.03% +54 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 853 shares; 2026Q1: 917 shares 917 $215K 0.03% +64 Timeline ICLN 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: 11,721 shares; 2026Q1: 11,666 shares 11,666 $213K 0.03% -55 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares 799 $213K 0.03% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,188 shares; 2025Q1: 836 shares; 2025Q2: 848 shares; 2025Q3: 854 shares; 2025Q4: 918 shares; 2026Q1: 978 shares 978 $213K 0.03% +60 Timeline ASHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,128 shares; 2026Q1: 6,482 shares 6,482 $212K 0.03% +354 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,018 shares 4,018 $212K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,860 shares; 2025Q4: 1,948 shares; 2026Q1: 1,860 shares 1,860 $210K 0.03% -88 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,130 shares; 2025Q2: 9,885 shares; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 9,184 shares 9,184 $209K 0.03% -994 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares; 2026Q1: 2,364 shares 2,364 $209K 0.03% -20 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,286 shares; 2025Q1: not reported; 2025Q2: 2,098 shares; 2025Q3: 2,097 shares; 2025Q4: not reported; 2026Q1: 2,041 shares 2,041 $208K 0.03% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,105 shares 3,105 $206K 0.03% new Timeline IEO 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: 1,516 shares 1,516 $202K 0.03% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,202 shares; 2025Q2: 11,465 shares; 2025Q3: 11,376 shares; 2025Q4: 11,161 shares; 2026Q1: 11,061 shares 11,061 $194K 0.03% -100 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,657 shares; 2024Q4: 22,813 shares; 2025Q1: 21,933 shares; 2025Q2: 21,933 shares; 2025Q3: 21,933 shares; 2025Q4: 10,933 shares; 2026Q1: 10,933 shares 10,933 $177K 0.03% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly 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: 10,487 shares; 2026Q1: 11,291 shares 11,291 $173K 0.03% +804 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 16,027 shares; 2025Q1: 13,323 shares; 2025Q2: 11,615 shares; 2025Q3: 12,122 shares; 2025Q4: 13,402 shares; 2026Q1: 14,083 shares 14,083 $163K 0.03% +681 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 15,135 shares; 2025Q1: 13,935 shares; 2025Q2: 13,935 shares; 2025Q3: 13,935 shares; 2025Q4: 13,535 shares; 2026Q1: 12,935 shares 12,935 $110K 0.02% -600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,155 shares 10,155 $106K 0.02% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares; 2026Q1: 11,015 shares 11,015 $88.6K 0.01% +570 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,137 shares; 2024Q4: 20,379 shares; 2025Q1: 15,829 shares; 2025Q2: 14,294 shares; 2025Q3: 13,383 shares; 2025Q4: 11,123 shares; 2026Q1: 10,286 shares 10,286 $67.9K 0.01% -837 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,903 shares; 2025Q2: 17,891 shares; 2025Q3: 17,650 shares; 2025Q4: 14,833 shares; 2026Q1: 12,342 shares 12,342 $60.1K 0.01% -2,491 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,466 shares; 2024Q4: 75,121 shares; 2025Q1: 94,766 shares; 2025Q2: 30,754 shares; 2025Q3: 21,369 shares; 2025Q4: 15,026 shares; 2026Q1: 14,993 shares 14,993 $54.1K 0.01% -33 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 15,264 shares; 2025Q1: 14,738 shares; 2025Q2: 15,696 shares; 2025Q3: 15,338 shares; 2025Q4: 12,776 shares; 2026Q1: 10,508 shares 10,508 $53.3K 0.01% -2,268 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,765 shares; 2025Q4: 14,815 shares; 2026Q1: 14,815 shares 14,815 $8.19K <0.01% 0 Timeline