ATTR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945,841 shares; 2026Q1: 980,142 shares 980,142 $89.1M 16.95% +34,301 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829,352 shares; 2024Q4: 1,918,314 shares; 2025Q1: 1,943,985 shares; 2025Q2: 1,957,013 shares; 2025Q3: 1,918,587 shares; 2025Q4: 924,825 shares; 2026Q1: 900,432 shares 900,432 $81.7M 15.55% -24,393 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,025 shares; 2024Q4: 265,154 shares; 2025Q1: 263,565 shares; 2025Q2: 327,386 shares; 2025Q3: 316,722 shares; 2025Q4: 317,775 shares; 2026Q1: 337,673 shares 337,673 $39.3M 7.47% +19,898 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: 22,588 shares; 2024Q4: 28,130 shares; 2025Q1: 30,818 shares; 2025Q2: 33,346 shares; 2025Q3: 33,959 shares; 2025Q4: 34,098 shares; 2026Q1: 33,739 shares 33,739 $21.9M 4.18% -359 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: 171,719 shares; 2024Q4: 167,072 shares; 2025Q1: 163,874 shares; 2025Q2: 134,479 shares; 2025Q3: 133,078 shares; 2025Q4: 128,428 shares; 2026Q1: 123,437 shares 123,437 $21.5M 4.1% -4,991 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: 96,465 shares; 2024Q4: 94,985 shares; 2025Q1: 94,223 shares; 2025Q2: 86,734 shares; 2025Q3: 83,485 shares; 2025Q4: 81,766 shares; 2026Q1: 76,241 shares 76,241 $19.3M 3.68% -5,525 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: 33,419 shares; 2024Q4: 33,003 shares; 2025Q1: 34,361 shares; 2025Q2: 34,842 shares; 2025Q3: 34,766 shares; 2025Q4: 34,734 shares; 2026Q1: 34,238 shares 34,238 $10.6M 2.02% -496 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: 48,021 shares; 2024Q4: 48,478 shares; 2025Q1: 48,717 shares; 2025Q2: 47,078 shares; 2025Q3: 47,082 shares; 2025Q4: 46,582 shares; 2026Q1: 43,563 shares 43,563 $9.07M 1.73% -3,019 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: 25,444 shares; 2024Q4: 25,448 shares; 2025Q1: 24,932 shares; 2025Q2: 25,788 shares; 2025Q3: 25,844 shares; 2025Q4: 25,511 shares; 2026Q1: 25,959 shares 25,959 $7.46M 1.42% +448 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: 9,299 shares; 2024Q4: 11,652 shares; 2025Q1: 12,191 shares; 2025Q2: 12,141 shares; 2025Q3: 12,042 shares; 2025Q4: 12,513 shares; 2026Q1: 11,509 shares 11,509 $6.64M 1.26% -1,004 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: 8,284 shares; 2024Q4: 8,757 shares; 2025Q1: 10,210 shares; 2025Q2: 10,861 shares; 2025Q3: 10,740 shares; 2025Q4: 10,832 shares; 2026Q1: 11,106 shares 11,106 $6.64M 1.26% +274 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: 15,704 shares; 2024Q4: 14,518 shares; 2025Q1: 14,577 shares; 2025Q2: 14,402 shares; 2025Q3: 14,346 shares; 2025Q4: 14,335 shares; 2026Q1: 14,072 shares 14,072 $6.15M 1.17% -263 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 18,804 shares; 2025Q1: 18,764 shares; 2025Q2: 17,798 shares; 2025Q3: 17,754 shares; 2025Q4: 17,752 shares; 2026Q1: 16,201 shares 16,201 $6M 1.14% -1,551 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: 17,792 shares; 2024Q4: 17,920 shares; 2025Q1: 18,768 shares; 2025Q2: 18,973 shares; 2025Q3: 18,886 shares; 2025Q4: 16,006 shares; 2026Q1: 15,046 shares 15,046 $4.32M 0.82% -960 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: 1,644 shares; 2024Q4: 1,852 shares; 2025Q1: 2,391 shares; 2025Q2: 8,650 shares; 2025Q3: 8,745 shares; 2025Q4: 9,879 shares; 2026Q1: 10,015 shares 10,015 $4.31M 0.82% +136 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: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 7,327 shares; 2025Q2: 7,308 shares; 2025Q3: 7,284 shares; 2025Q4: 7,199 shares; 2026Q1: 6,549 shares 6,549 $4.28M 0.81% -650 Timeline IGLD 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: 143,822 shares; 2024Q4: 137,374 shares; 2025Q1: 140,715 shares; 2025Q2: 141,656 shares; 2025Q3: 148,201 shares; 2025Q4: 162,555 shares; 2026Q1: 167,358 shares 167,358 $4.27M 0.81% +4,803 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: 15,070 shares; 2024Q4: 16,086 shares; 2025Q1: 17,206 shares; 2025Q2: 18,239 shares; 2025Q3: 19,173 shares; 2025Q4: 19,243 shares; 2026Q1: 19,337 shares 19,337 $3.93M 0.75% +94 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: 8,597 shares; 2024Q4: 8,316 shares; 2025Q1: 8,224 shares; 2025Q2: 8,186 shares; 2025Q3: 8,199 shares; 2025Q4: 8,142 shares; 2026Q1: 7,977 shares 7,977 $3.82M 0.73% -165 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: 19,723 shares; 2024Q4: 19,216 shares; 2025Q1: 19,220 shares; 2025Q2: 19,169 shares; 2025Q3: 19,070 shares; 2025Q4: 19,070 shares; 2026Q1: 18,793 shares 18,793 $3.69M 0.7% -277 Timeline HYTI 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: 31,620 shares; 2025Q3: 158,709 shares; 2025Q4: 190,811 shares; 2026Q1: 189,193 shares 189,193 $3.64M 0.69% -1,618 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: 4,971 shares; 2024Q4: 5,043 shares; 2025Q1: 5,093 shares; 2025Q2: 5,130 shares; 2025Q3: 5,166 shares; 2025Q4: 5,102 shares; 2026Q1: 5,116 shares 5,116 $3.57M 0.68% +14 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: 21,774 shares; 2024Q4: 26,192 shares; 2025Q1: 23,847 shares; 2025Q2: 23,834 shares; 2025Q3: 31,170 shares; 2025Q4: 41,710 shares; 2026Q1: 44,722 shares 44,722 $3.42M 0.65% +3,012 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: 3,277 shares; 2024Q4: 3,285 shares; 2025Q1: 3,371 shares; 2025Q2: 3,340 shares; 2025Q3: 3,380 shares; 2025Q4: 3,249 shares; 2026Q1: 3,366 shares 3,366 $3.35M 0.64% +117 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 28,941 shares; 2026Q1: 110,976 shares 110,976 $3.2M 0.61% +82,035 Timeline LQTI 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: 25,819 shares; 2025Q3: 63,112 shares; 2025Q4: 103,711 shares; 2026Q1: 135,888 shares 135,888 $2.66M 0.51% +32,177 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: 74,084 shares; 2024Q4: 61,013 shares; 2025Q1: 58,246 shares; 2025Q2: 58,246 shares; 2025Q3: 58,521 shares; 2025Q4: 56,955 shares; 2026Q1: 56,979 shares 56,979 $2.51M 0.48% +24 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: 11,192 shares; 2024Q4: 11,023 shares; 2025Q1: 11,086 shares; 2025Q2: 11,108 shares; 2025Q3: 10,625 shares; 2025Q4: 10,047 shares; 2026Q1: 9,948 shares 9,948 $2.43M 0.46% -99 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: 24,772 shares; 2024Q4: 24,299 shares; 2025Q1: 23,160 shares; 2025Q2: 23,007 shares; 2025Q3: 21,660 shares; 2025Q4: 20,324 shares; 2026Q1: 20,086 shares 20,086 $2.42M 0.46% -238 Timeline DFII 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: 44,797 shares; 2025Q3: 118,200 shares; 2025Q4: 134,364 shares; 2026Q1: 181,464 shares 181,464 $2.41M 0.46% +47,100 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,584 shares; 2025Q1: 2,580 shares; 2025Q2: 2,723 shares; 2025Q3: 2,706 shares; 2025Q4: 24,154 shares; 2026Q1: 24,639 shares 24,639 $2.37M 0.45% +485 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,805 shares; 2024Q4: 29,805 shares; 2025Q1: 29,805 shares; 2025Q2: 29,805 shares; 2025Q3: 29,805 shares; 2025Q4: 29,805 shares; 2026Q1: 29,805 shares 29,805 $2.25M 0.43% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 7,376 shares; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares; 2025Q3: 7,380 shares; 2025Q4: 7,370 shares; 2026Q1: 7,351 shares 7,351 $2.22M 0.42% -19 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,575 shares; 2024Q4: 8,560 shares; 2025Q1: 8,520 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,380 shares; 2026Q1: 8,080 shares 8,080 $2.08M 0.4% -300 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: 3,633 shares; 2024Q4: 3,731 shares; 2025Q1: 3,740 shares; 2025Q2: 2,949 shares; 2025Q3: 3,052 shares; 2025Q4: 2,952 shares; 2026Q1: 3,431 shares 3,431 $1.96M 0.37% +479 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: 24,014 shares; 2024Q4: 23,948 shares; 2025Q1: 24,073 shares; 2025Q2: 24,098 shares; 2025Q3: 24,111 shares; 2025Q4: 24,259 shares; 2026Q1: 24,377 shares 24,377 $1.94M 0.37% +118 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,243 shares; 2024Q4: 94,605 shares; 2025Q1: 88,073 shares; 2025Q2: 79,863 shares; 2025Q3: 44,983 shares; 2025Q4: 37,650 shares; 2026Q1: 31,814 shares 31,814 $1.9M 0.36% -5,836 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: 9,735 shares; 2024Q4: 8,897 shares; 2025Q1: 6,858 shares; 2025Q2: 6,520 shares; 2025Q3: 5,909 shares; 2025Q4: 5,647 shares; 2026Q1: 4,965 shares 4,965 $1.85M 0.35% -682 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: 20,023 shares; 2024Q4: 17,292 shares; 2025Q1: 17,284 shares; 2025Q2: 16,663 shares; 2025Q3: 14,953 shares; 2025Q4: 14,511 shares; 2026Q1: 14,568 shares 14,568 $1.81M 0.34% +57 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 10,093 shares; 2025Q1: 10,035 shares; 2025Q2: 9,985 shares; 2025Q3: 9,985 shares; 2025Q4: 9,876 shares; 2026Q1: 9,785 shares 9,785 $1.8M 0.34% -91 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: 51,292 shares; 2024Q4: 50,408 shares; 2025Q1: 51,858 shares; 2025Q2: 49,014 shares; 2025Q3: 49,682 shares; 2025Q4: 51,280 shares; 2026Q1: 51,715 shares 51,715 $1.73M 0.33% +435 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,881 shares; 2024Q4: 109,367 shares; 2025Q1: 114,312 shares; 2025Q2: 132,843 shares; 2025Q3: 134,620 shares; 2025Q4: 147,604 shares; 2026Q1: 32,443 shares 32,443 $1.65M 0.31% -115,161 Timeline PHYS 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: 55,372 shares; 2024Q4: 54,122 shares; 2025Q1: 53,997 shares; 2025Q2: 53,944 shares; 2025Q3: 50,924 shares; 2025Q4: 48,884 shares; 2026Q1: 45,514 shares 45,514 $1.61M 0.31% -3,370 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,208 shares; 2024Q4: 131,320 shares; 2025Q1: 135,788 shares; 2025Q2: 138,739 shares; 2025Q3: 105,361 shares; 2025Q4: 85,348 shares; 2026Q1: 85,001 shares 85,001 $1.61M 0.31% -347 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 6,619 shares; 2025Q1: 7,568 shares; 2025Q2: 10,091 shares; 2025Q3: 10,539 shares; 2025Q4: 10,452 shares; 2026Q1: 10,993 shares 10,993 $1.61M 0.31% +541 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: 16,517 shares; 2024Q4: 16,718 shares; 2025Q1: 15,081 shares; 2025Q2: 15,086 shares; 2025Q3: 13,931 shares; 2025Q4: 13,821 shares; 2026Q1: 13,744 shares 13,744 $1.55M 0.3% -77 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: 4,687 shares; 2024Q4: 9,692 shares; 2025Q1: 9,741 shares; 2025Q2: 9,833 shares; 2025Q3: 9,931 shares; 2025Q4: 9,926 shares; 2026Q1: 9,673 shares 9,673 $1.55M 0.3% -253 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,583 shares; 2024Q4: 28,335 shares; 2025Q1: 28,469 shares; 2025Q2: 28,739 shares; 2025Q3: 29,457 shares; 2025Q4: 29,669 shares; 2026Q1: 30,081 shares 30,081 $1.53M 0.29% +412 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: 9,498 shares; 2024Q4: 12,151 shares; 2025Q1: 12,988 shares; 2025Q2: 12,977 shares; 2025Q3: 13,405 shares; 2025Q4: 13,442 shares; 2026Q1: 13,718 shares 13,718 $1.51M 0.29% +276 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,352 shares 16,352 $1.47M 0.28% new 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: 4,699 shares; 2024Q4: 4,723 shares; 2025Q1: 4,958 shares; 2025Q2: 4,999 shares; 2025Q3: 4,924 shares; 2025Q4: 4,946 shares; 2026Q1: 4,935 shares 4,935 $1.45M 0.28% -11 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: 945 shares; 2024Q4: 863 shares; 2025Q1: 1,107 shares; 2025Q2: 1,234 shares; 2025Q3: 1,493 shares; 2025Q4: 1,524 shares; 2026Q1: 1,525 shares 1,525 $1.4M 0.27% +1 Timeline YELP YELP INC More: the full row for YELP 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: 56,300 shares 56,300 $1.39M 0.27% new Timeline ONEO 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: 11,313 shares; 2024Q4: 11,070 shares; 2025Q1: 10,798 shares; 2025Q2: 10,367 shares; 2025Q3: 10,324 shares; 2025Q4: 10,319 shares; 2026Q1: 10,296 shares 10,296 $1.37M 0.26% -23 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 8,522 shares; 2025Q1: 8,913 shares; 2025Q2: 8,925 shares; 2025Q3: 9,975 shares; 2025Q4: 9,442 shares; 2026Q1: 8,058 shares 8,058 $1.37M 0.26% -1,384 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,036 shares; 2024Q4: 15,815 shares; 2025Q1: 17,427 shares; 2025Q2: 17,137 shares; 2025Q3: 16,670 shares; 2025Q4: 16,568 shares; 2026Q1: 16,711 shares 16,711 $1.32M 0.25% +143 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 14,807 shares; 2025Q1: 14,762 shares; 2025Q2: 14,628 shares; 2025Q3: 14,608 shares; 2025Q4: 14,841 shares; 2026Q1: 11,465 shares 11,465 $1.32M 0.25% -3,376 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: 38,696 shares; 2024Q4: 37,913 shares; 2025Q1: 37,740 shares; 2025Q2: 25,926 shares; 2025Q3: 26,184 shares; 2025Q4: 24,920 shares; 2026Q1: 18,364 shares 18,364 $1.29M 0.25% -6,556 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,483 shares; 2025Q1: 6,495 shares; 2025Q2: 6,497 shares; 2025Q3: 6,586 shares; 2025Q4: 6,592 shares; 2026Q1: 6,693 shares 6,693 $1.28M 0.24% +101 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 5,859 shares; 2025Q1: 5,841 shares; 2025Q2: 5,841 shares; 2025Q3: 5,836 shares; 2025Q4: 5,818 shares; 2026Q1: 5,756 shares 5,756 $1.25M 0.24% -62 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: 43,576 shares; 2024Q4: 44,551 shares; 2025Q1: 46,544 shares; 2025Q2: 44,303 shares; 2025Q3: 44,432 shares; 2025Q4: 45,235 shares; 2026Q1: 46,210 shares 46,210 $1.23M 0.23% +975 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: 28,569 shares; 2024Q4: 27,962 shares; 2025Q1: 27,061 shares; 2025Q2: 26,274 shares; 2025Q3: 27,591 shares; 2025Q4: 28,291 shares; 2026Q1: 27,113 shares 27,113 $1.23M 0.23% -1,178 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 3,616 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares; 2025Q3: 3,595 shares; 2025Q4: 3,300 shares; 2026Q1: 3,324 shares 3,324 $1.22M 0.23% +24 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: 8,911 shares; 2024Q4: 8,925 shares; 2025Q1: 8,887 shares; 2025Q2: 8,850 shares; 2025Q3: 8,335 shares; 2025Q4: 8,132 shares; 2026Q1: 8,261 shares 8,261 $1.19M 0.23% +129 Timeline IBND 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: 33,152 shares; 2024Q4: 38,152 shares; 2025Q1: 39,428 shares; 2025Q2: 39,171 shares; 2025Q3: 38,246 shares; 2025Q4: 37,003 shares; 2026Q1: 38,210 shares 38,210 $1.19M 0.23% +1,207 Timeline SMLV 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: 9,811 shares; 2024Q4: 9,312 shares; 2025Q1: 8,823 shares; 2025Q2: 8,480 shares; 2025Q3: 8,550 shares; 2025Q4: 8,659 shares; 2026Q1: 8,645 shares 8,645 $1.19M 0.23% -14 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,140 shares; 2025Q1: 13,108 shares; 2025Q2: 13,111 shares; 2025Q3: 13,110 shares; 2025Q4: 13,255 shares; 2026Q1: 15,303 shares 15,303 $1.15M 0.22% +2,048 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,705 shares; 2025Q3: 2,638 shares; 2025Q4: 2,641 shares; 2026Q1: 2,642 shares 2,642 $1.13M 0.21% +1 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: 6,488 shares; 2024Q4: 7,557 shares; 2025Q1: 8,970 shares; 2025Q2: 9,210 shares; 2025Q3: 10,392 shares; 2025Q4: 10,091 shares; 2026Q1: 10,341 shares 10,341 $1.11M 0.21% +250 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,024 shares; 2025Q1: 2,845 shares; 2025Q2: 2,828 shares; 2025Q3: 3,386 shares; 2025Q4: 4,066 shares; 2026Q1: 4,455 shares 4,455 $1.1M 0.21% +389 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: 5,440 shares; 2024Q4: 5,456 shares; 2025Q1: 5,449 shares; 2025Q2: 5,589 shares; 2025Q3: 5,597 shares; 2025Q4: 5,803 shares; 2026Q1: 5,724 shares 5,724 $1.1M 0.21% -79 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,913 shares; 2024Q4: 30,532 shares; 2025Q1: 37,596 shares; 2025Q2: 37,491 shares; 2025Q3: 37,063 shares; 2025Q4: 37,191 shares; 2026Q1: 38,051 shares 38,051 $1.09M 0.21% +860 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: 31,582 shares; 2024Q4: 37,454 shares; 2025Q1: 43,239 shares; 2025Q2: 44,394 shares; 2025Q3: 44,480 shares; 2025Q4: 42,144 shares; 2026Q1: 42,579 shares 42,579 $1.09M 0.21% +435 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: 15,570 shares; 2024Q4: 12,432 shares; 2025Q1: 10,849 shares; 2025Q2: 8,120 shares; 2025Q3: 8,051 shares; 2025Q4: 7,679 shares; 2026Q1: 5,041 shares 5,041 $1.08M 0.21% -2,638 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: 3,767 shares; 2024Q4: 3,751 shares; 2025Q1: 3,536 shares; 2025Q2: 3,443 shares; 2025Q3: 3,424 shares; 2025Q4: 3,271 shares; 2026Q1: 3,267 shares 3,267 $1.07M 0.2% -4 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: 22,680 shares; 2024Q4: 22,552 shares; 2025Q1: 22,651 shares; 2025Q2: 21,709 shares; 2025Q3: 21,755 shares; 2025Q4: 21,825 shares; 2026Q1: 21,873 shares 21,873 $1.07M 0.2% +48 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: 14,545 shares; 2024Q4: 14,726 shares; 2025Q1: 15,339 shares; 2025Q2: 14,735 shares; 2025Q3: 14,546 shares; 2025Q4: 14,470 shares; 2026Q1: 14,497 shares 14,497 $1.06M 0.2% +27 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 9,830 shares; 2025Q4: 28,574 shares; 2026Q1: 37,754 shares 37,754 $1.05M 0.2% +9,180 Timeline AGGY 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: 158,962 shares; 2024Q4: 192,221 shares; 2025Q1: 207,608 shares; 2025Q2: 198,118 shares; 2025Q3: 198,987 shares; 2025Q4: 204,837 shares; 2026Q1: 23,508 shares 23,508 $1.02M 0.19% -181,329 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: 2,543 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 2,305 shares; 2025Q3: 2,396 shares; 2025Q4: 2,378 shares; 2026Q1: 2,459 shares 2,459 $943K 0.18% +81 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: 17,453 shares; 2024Q4: 17,453 shares; 2025Q1: 17,503 shares; 2025Q2: 17,503 shares; 2025Q3: 17,831 shares; 2025Q4: 16,936 shares; 2026Q1: 13,716 shares 13,716 $935K 0.18% -3,220 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: 6,147 shares; 2024Q4: 6,008 shares; 2025Q1: 5,882 shares; 2025Q2: 5,686 shares; 2025Q3: 5,708 shares; 2025Q4: 5,590 shares; 2026Q1: 3,083 shares 3,083 $933K 0.18% -2,507 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,642 shares; 2025Q1: 3,168 shares; 2025Q2: 3,185 shares; 2025Q3: 3,255 shares; 2025Q4: 3,302 shares; 2026Q1: 3,304 shares 3,304 $923K 0.18% +2 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: 6,909 shares; 2024Q4: 7,126 shares; 2025Q1: 7,070 shares; 2025Q2: 7,607 shares; 2025Q3: 7,592 shares; 2025Q4: 7,913 shares; 2026Q1: 7,409 shares 7,409 $921K 0.18% -504 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,410 shares; 2025Q1: 1,446 shares; 2025Q2: 1,448 shares; 2025Q3: 1,449 shares; 2025Q4: 1,310 shares; 2026Q1: 1,291 shares 1,291 $914K 0.17% -19 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: 48,862 shares; 2024Q4: 168,054 shares; 2025Q1: 194,197 shares; 2025Q2: 209,795 shares; 2025Q3: 212,147 shares; 2025Q4: 209,513 shares; 2026Q1: 29,467 shares 29,467 $904K 0.17% -180,046 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,451 shares; 2024Q4: 13,231 shares; 2025Q1: 10,490 shares; 2025Q2: 10,000 shares; 2025Q3: 9,813 shares; 2025Q4: 9,584 shares; 2026Q1: 9,589 shares 9,589 $849K 0.16% +5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 1,938 shares; 2025Q4: 2,485 shares; 2026Q1: 2,489 shares 2,489 $841K 0.16% +4 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,964 shares; 2024Q4: 15,620 shares; 2025Q1: 14,477 shares; 2025Q2: 14,105 shares; 2025Q3: 13,833 shares; 2025Q4: 13,873 shares; 2026Q1: 13,868 shares 13,868 $838K 0.16% -5 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: 17,022 shares; 2024Q4: 17,008 shares; 2025Q1: 17,010 shares; 2025Q2: 17,011 shares; 2025Q3: 17,011 shares; 2025Q4: 17,013 shares; 2026Q1: 10,193 shares 10,193 $825K 0.16% -6,820 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,119 shares; 2024Q4: 19,479 shares; 2025Q1: 17,117 shares; 2025Q2: 17,126 shares; 2025Q3: 17,626 shares; 2025Q4: 17,697 shares; 2026Q1: 17,988 shares 17,988 $821K 0.16% +291 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: 2,113 shares; 2024Q4: 2,057 shares; 2025Q1: 2,039 shares; 2025Q2: 2,068 shares; 2025Q3: 2,227 shares; 2025Q4: 2,210 shares; 2026Q1: 2,548 shares 2,548 $817K 0.16% +338 Timeline SHAG 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: 12,401 shares; 2024Q4: 12,463 shares; 2025Q1: 16,241 shares; 2025Q2: 16,290 shares; 2025Q3: 16,681 shares; 2025Q4: 16,662 shares; 2026Q1: 17,097 shares 17,097 $813K 0.15% +435 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,364 shares; 2025Q1: 7,364 shares; 2025Q2: 7,036 shares; 2025Q3: 7,136 shares; 2025Q4: 6,956 shares; 2026Q1: 6,864 shares 6,864 $793K 0.15% -92 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: 42,813 shares; 2024Q4: 42,246 shares; 2025Q1: 43,386 shares; 2025Q2: 41,278 shares; 2025Q3: 43,552 shares; 2025Q4: 44,875 shares; 2026Q1: 43,444 shares 43,444 $752K 0.14% -1,431 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: 8,038 shares; 2024Q4: 7,125 shares; 2025Q1: 7,302 shares; 2025Q2: 7,783 shares; 2025Q3: 9,140 shares; 2025Q4: 12,464 shares; 2026Q1: 12,272 shares 12,272 $752K 0.14% -192 Timeline SPLB 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: 38,189 shares; 2024Q4: 38,427 shares; 2025Q1: 33,908 shares; 2025Q2: 31,496 shares; 2025Q3: 33,292 shares; 2025Q4: 31,487 shares; 2026Q1: 33,597 shares 33,597 $747K 0.14% +2,110 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: 35,173 shares; 2024Q4: 39,824 shares; 2025Q1: 49,324 shares; 2025Q2: 51,146 shares; 2025Q3: 51,198 shares; 2025Q4: 63,850 shares; 2026Q1: 10,807 shares 10,807 $730K 0.14% -53,043 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: 1,461 shares; 2024Q4: 1,409 shares; 2025Q1: 1,386 shares; 2025Q2: 1,321 shares; 2025Q3: 1,226 shares; 2025Q4: 1,196 shares; 2026Q1: 1,199 shares 1,199 $725K 0.14% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,417 shares; 2025Q1: 1,294 shares; 2025Q2: 1,294 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,274 shares 1,274 $718K 0.14% -19 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: 2,839 shares; 2024Q4: 2,754 shares; 2025Q1: 2,712 shares; 2025Q2: 2,592 shares; 2025Q3: 2,583 shares; 2025Q4: 2,487 shares; 2026Q1: 2,285 shares 2,285 $710K 0.14% -202 Timeline PFIG 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: 22,373 shares; 2024Q4: 23,764 shares; 2025Q1: 29,569 shares; 2025Q2: 29,531 shares; 2025Q3: 28,981 shares; 2025Q4: 28,923 shares; 2026Q1: 29,542 shares 29,542 $710K 0.14% +619 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: 6,209 shares; 2024Q4: 6,325 shares; 2025Q1: 6,670 shares; 2025Q2: 6,170 shares; 2025Q3: 6,160 shares; 2025Q4: 6,296 shares; 2026Q1: 6,175 shares 6,175 $700K 0.13% -121 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,524 shares; 2025Q1: 6,329 shares; 2025Q2: 6,329 shares; 2025Q3: 6,317 shares; 2025Q4: 6,321 shares; 2026Q1: 4,671 shares 4,671 $692K 0.13% -1,650 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,088 shares; 2025Q1: 3,094 shares; 2025Q2: 3,091 shares; 2025Q3: 3,089 shares; 2025Q4: 6,071 shares; 2026Q1: 6,257 shares 6,257 $682K 0.13% +186 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: 2,320 shares; 2024Q4: 2,409 shares; 2025Q1: 2,356 shares; 2025Q2: 2,205 shares; 2025Q3: 2,366 shares; 2025Q4: 4,867 shares; 2026Q1: 5,131 shares 5,131 $682K 0.13% +264 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,097 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares; 2026Q1: 5,045 shares 5,045 $672K 0.13% -52 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,862 shares; 2024Q4: 109,704 shares; 2025Q1: 135,045 shares; 2025Q2: 175,923 shares; 2025Q3: 177,183 shares; 2025Q4: 174,485 shares; 2026Q1: 7,603 shares 7,603 $668K 0.13% -166,882 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 1,963 shares; 2025Q1: 1,945 shares; 2025Q2: 1,946 shares; 2025Q3: 1,926 shares; 2025Q4: 1,881 shares; 2026Q1: 1,880 shares 1,880 $661K 0.13% -1 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 7,291 shares; 2025Q1: 13,598 shares; 2025Q2: 14,058 shares; 2025Q3: 15,879 shares; 2025Q4: 15,403 shares; 2026Q1: 17,130 shares 17,130 $658K 0.13% +1,727 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,661 shares; 2025Q1: 2,660 shares; 2025Q2: 10,831 shares; 2025Q3: 10,761 shares; 2025Q4: 10,148 shares; 2026Q1: 3,101 shares 3,101 $655K 0.12% -7,047 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,714 shares; 2024Q4: 11,436 shares; 2025Q1: 11,095 shares; 2025Q2: 10,672 shares; 2025Q3: 10,662 shares; 2025Q4: 10,866 shares; 2026Q1: 11,050 shares 11,050 $654K 0.12% +184 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,498 shares; 2024Q4: 37,775 shares; 2025Q1: 59,248 shares; 2025Q2: 62,825 shares; 2025Q3: 62,957 shares; 2025Q4: 55,360 shares; 2026Q1: 48,266 shares 48,266 $653K 0.12% -7,094 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,111 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares 2,116 $643K 0.12% 0 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: 1,820 shares; 2024Q4: 1,808 shares; 2025Q1: 2,153 shares; 2025Q2: 2,005 shares; 2025Q3: 2,074 shares; 2025Q4: 2,093 shares; 2026Q1: 2,102 shares 2,102 $635K 0.12% +9 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,703 shares; 2025Q2: 1,701 shares; 2025Q3: 1,739 shares; 2025Q4: 1,751 shares; 2026Q1: 1,772 shares 1,772 $634K 0.12% +21 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: 6,248 shares; 2024Q4: 5,980 shares; 2025Q1: 6,548 shares; 2025Q2: 6,484 shares; 2025Q3: 6,664 shares; 2025Q4: 6,608 shares; 2026Q1: 6,664 shares 6,664 $630K 0.12% +56 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: not reported; 2024Q4: 1,271 shares; 2025Q1: 1,760 shares; 2025Q2: 1,725 shares; 2025Q3: 1,746 shares; 2025Q4: 1,730 shares; 2026Q1: 1,850 shares 1,850 $625K 0.12% +120 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: 159,203 shares; 2024Q4: 176,694 shares; 2025Q1: 176,608 shares; 2025Q2: 149,435 shares; 2025Q3: 149,428 shares; 2025Q4: 150,719 shares; 2026Q1: 13,597 shares 13,597 $621K 0.12% -137,122 Timeline XLG 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: 7,272 shares; 2024Q4: 7,989 shares; 2025Q1: 9,048 shares; 2025Q2: 9,660 shares; 2025Q3: 10,699 shares; 2025Q4: 10,950 shares; 2026Q1: 11,348 shares 11,348 $619K 0.12% +398 Timeline DES 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: 21,745 shares; 2024Q4: 21,228 shares; 2025Q1: 17,034 shares; 2025Q2: 16,387 shares; 2025Q3: 17,025 shares; 2025Q4: 17,275 shares; 2026Q1: 17,129 shares 17,129 $616K 0.12% -146 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,588 shares; 2024Q4: 16,420 shares; 2025Q1: 15,946 shares; 2025Q2: 15,994 shares; 2025Q3: 16,050 shares; 2025Q4: 15,501 shares; 2026Q1: 15,345 shares 15,345 $603K 0.11% -156 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,663 shares; 2025Q1: 9,077 shares; 2025Q2: 9,092 shares; 2025Q3: 9,021 shares; 2025Q4: 9,265 shares; 2026Q1: 9,298 shares 9,298 $596K 0.11% +33 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: 6,851 shares; 2024Q4: 6,546 shares; 2025Q1: 7,120 shares; 2025Q2: 6,898 shares; 2025Q3: 6,707 shares; 2025Q4: 6,883 shares; 2026Q1: 6,943 shares 6,943 $591K 0.11% +60 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,173 shares; 2025Q3: 4,170 shares; 2025Q4: 4,235 shares; 2026Q1: 6,029 shares 6,029 $586K 0.11% +1,794 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: 516 shares; 2024Q4: 545 shares; 2025Q1: 537 shares; 2025Q2: 756 shares; 2025Q3: 693 shares; 2025Q4: 690 shares; 2026Q1: 691 shares 691 $585K 0.11% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 40,510 shares; 2025Q1: 33,102 shares; 2025Q2: 23,449 shares; 2025Q3: 21,205 shares; 2025Q4: 19,235 shares; 2026Q1: 18,804 shares 18,804 $548K 0.1% -431 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,897 shares 4,897 $543K 0.1% new Timeline QHY 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: 26,848 shares; 2024Q4: 32,256 shares; 2025Q1: 37,998 shares; 2025Q2: 40,423 shares; 2025Q3: 41,224 shares; 2025Q4: 45,215 shares; 2026Q1: 11,867 shares 11,867 $540K 0.1% -33,348 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,691 shares; 2026Q1: 2,997 shares 2,997 $538K 0.1% +306 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: 2,526 shares; 2024Q4: 2,533 shares; 2025Q1: 2,485 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,499 shares; 2026Q1: 2,504 shares 2,504 $535K 0.1% +5 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,156 shares; 2025Q1: 1,873 shares; 2025Q2: 1,844 shares; 2025Q3: 1,798 shares; 2025Q4: 1,809 shares; 2026Q1: 2,002 shares 2,002 $524K 0.1% +193 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,452 shares; 2025Q4: 2,594 shares; 2026Q1: 3,242 shares 3,242 $524K 0.1% +648 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 1,281 shares; 2025Q1: 1,289 shares; 2025Q2: 1,324 shares; 2025Q3: 1,377 shares; 2025Q4: 1,273 shares; 2026Q1: 1,324 shares 1,324 $517K 0.1% +51 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: 6,674 shares; 2024Q4: 6,151 shares; 2025Q1: 5,155 shares; 2025Q2: 5,158 shares; 2025Q3: 4,935 shares; 2025Q4: 4,797 shares; 2026Q1: 7,019 shares 7,019 $517K 0.1% +2,222 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,164 shares; 2025Q1: 3,239 shares; 2025Q2: 3,249 shares; 2025Q3: 3,233 shares; 2025Q4: 3,246 shares; 2026Q1: 3,219 shares 3,219 $514K 0.1% -27 Timeline ONEY 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: 5,832 shares; 2024Q4: 5,794 shares; 2025Q1: 4,431 shares; 2025Q2: 4,178 shares; 2025Q3: 4,246 shares; 2025Q4: 4,296 shares; 2026Q1: 4,241 shares 4,241 $509K 0.1% -55 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: 2,491 shares; 2024Q4: 2,425 shares; 2025Q1: 2,452 shares; 2025Q2: 2,443 shares; 2025Q3: 2,358 shares; 2025Q4: 2,294 shares; 2026Q1: 2,315 shares 2,315 $503K 0.1% +21 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,854 shares; 2025Q1: 2,959 shares; 2025Q2: 2,740 shares; 2025Q3: 2,797 shares; 2025Q4: 2,812 shares; 2026Q1: 2,801 shares 2,801 $499K 0.09% -11 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 9,351 shares; 2025Q1: 9,431 shares; 2025Q2: 9,419 shares; 2025Q3: 9,418 shares; 2025Q4: 9,418 shares; 2026Q1: 9,408 shares 9,408 $496K 0.09% -10 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: 6,350 shares; 2024Q4: 6,074 shares; 2025Q1: 5,824 shares; 2025Q2: 5,791 shares; 2025Q3: 5,713 shares; 2025Q4: 5,426 shares; 2026Q1: 3,164 shares 3,164 $491K 0.09% -2,262 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: 18,294 shares; 2024Q4: 17,791 shares; 2025Q1: 17,758 shares; 2025Q2: 17,769 shares; 2025Q3: 17,568 shares; 2025Q4: 17,385 shares; 2026Q1: 9,726 shares 9,726 $488K 0.09% -7,659 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: 22,543 shares; 2024Q4: 19,317 shares; 2025Q1: 19,546 shares; 2025Q2: 19,716 shares; 2025Q3: 19,889 shares; 2025Q4: 20,070 shares; 2026Q1: 20,257 shares 20,257 $465K 0.09% +187 Timeline JEDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,075 shares 18,075 $462K 0.09% new 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: 7,454 shares; 2024Q4: 6,500 shares; 2025Q1: 5,005 shares; 2025Q2: 4,254 shares; 2025Q3: 4,203 shares; 2025Q4: 4,118 shares; 2026Q1: 4,021 shares 4,021 $451K 0.09% -97 Timeline EMB 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: 5,038 shares; 2024Q4: 5,045 shares; 2025Q1: 4,653 shares; 2025Q2: 4,512 shares; 2025Q3: 4,564 shares; 2025Q4: 4,445 shares; 2026Q1: 4,651 shares 4,651 $437K 0.08% +206 Timeline QGRW 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: 167,118 shares; 2024Q4: 198,351 shares; 2025Q1: 231,455 shares; 2025Q2: 275,552 shares; 2025Q3: 275,472 shares; 2025Q4: 275,021 shares; 2026Q1: 7,992 shares 7,992 $427K 0.08% -267,029 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,421 shares; 2025Q1: 5,437 shares; 2025Q2: 5,465 shares; 2025Q3: 5,471 shares; 2025Q4: 5,431 shares; 2026Q1: 5,470 shares 5,470 $427K 0.08% +39 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: 5,545 shares; 2024Q4: 5,405 shares; 2025Q1: 5,304 shares; 2025Q2: 5,320 shares; 2025Q3: 5,212 shares; 2025Q4: 5,255 shares; 2026Q1: 1,736 shares 1,736 $421K 0.08% -3,519 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: 3,449 shares; 2024Q4: 3,401 shares; 2025Q1: 3,425 shares; 2025Q2: 3,488 shares; 2025Q3: 3,490 shares; 2025Q4: 3,375 shares; 2026Q1: 3,258 shares 3,258 $420K 0.08% -117 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,646 shares; 2025Q1: 4,621 shares; 2025Q2: 4,447 shares; 2025Q3: 2,969 shares; 2025Q4: 2,852 shares; 2026Q1: 2,858 shares 2,858 $419K 0.08% +6 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: 747 shares; 2024Q4: 795 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 817 shares; 2025Q4: 835 shares; 2026Q1: 836 shares 836 $417K 0.08% +1 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 15,265 shares 15,265 $414K 0.08% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,688 shares; 2025Q3: 3,939 shares; 2025Q4: 3,876 shares; 2026Q1: 3,850 shares 3,850 $409K 0.08% -26 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 9,402 shares; 2025Q1: 9,375 shares; 2025Q2: 9,400 shares; 2025Q3: 8,731 shares; 2025Q4: 8,645 shares; 2026Q1: 8,690 shares 8,690 $408K 0.08% +45 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,198 shares; 2025Q1: 4,202 shares; 2025Q2: 3,679 shares; 2025Q3: 3,789 shares; 2025Q4: 3,705 shares; 2026Q1: 3,709 shares 3,709 $407K 0.08% +4 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,207 shares; 2026Q1: 2,463 shares 2,463 $403K 0.08% +256 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: not reported; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 4,001 shares; 2025Q4: 4,001 shares; 2026Q1: 4,881 shares 4,881 $402K 0.08% +880 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: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,168 shares; 2025Q2: 5,182 shares; 2025Q3: 5,064 shares; 2025Q4: 5,091 shares; 2026Q1: 5,100 shares 5,100 $396K 0.08% +9 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,787 shares; 2025Q1: 1,881 shares; 2025Q2: 1,737 shares; 2025Q3: 1,863 shares; 2025Q4: 1,849 shares; 2026Q1: 1,858 shares 1,858 $384K 0.07% +9 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,834 shares; 2025Q3: 7,834 shares; 2025Q4: 7,844 shares; 2026Q1: 7,834 shares 7,834 $384K 0.07% -10 Timeline EFAX 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: 6,632 shares; 2024Q4: 6,549 shares; 2025Q1: 8,128 shares; 2025Q2: 8,127 shares; 2025Q3: 7,707 shares; 2025Q4: 7,456 shares; 2026Q1: 7,561 shares 7,561 $376K 0.07% +105 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 11,750 shares; 2025Q1: 23,500 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 10,750 shares 10,750 $368K 0.07% -1,000 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: 3,783 shares; 2024Q4: 4,552 shares; 2025Q1: 5,853 shares; 2025Q2: 5,938 shares; 2025Q3: 5,914 shares; 2025Q4: 5,596 shares; 2026Q1: 5,085 shares 5,085 $366K 0.07% -511 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: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,613 shares; 2025Q3: 1,594 shares; 2025Q4: 1,590 shares; 2026Q1: 1,065 shares 1,065 $366K 0.07% -525 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 4,050 shares; 2025Q1: 4,053 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $362K 0.07% 0 Timeline IHDG 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: 100,250 shares; 2024Q4: 119,506 shares; 2025Q1: 133,101 shares; 2025Q2: 8,234 shares; 2025Q3: 8,375 shares; 2025Q4: 8,463 shares; 2026Q1: 7,398 shares 7,398 $356K 0.07% -1,065 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: 3,102 shares; 2024Q4: 3,070 shares; 2025Q1: 2,955 shares; 2025Q2: 2,960 shares; 2025Q3: 3,072 shares; 2025Q4: 3,126 shares; 2026Q1: 2,389 shares 2,389 $352K 0.07% -737 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 3,209 shares; 2026Q1: 3,191 shares 3,191 $345K 0.07% -18 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,725 shares; 2025Q1: 7,287 shares; 2025Q2: 7,320 shares; 2025Q3: 7,349 shares; 2025Q4: 7,165 shares; 2026Q1: 7,195 shares 7,195 $338K 0.06% +30 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,391 shares; 2025Q1: 1,280 shares; 2025Q2: 1,145 shares; 2025Q3: 1,143 shares; 2025Q4: 1,148 shares; 2026Q1: 1,150 shares 1,150 $336K 0.06% +2 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 3,797 shares; 2025Q1: 3,585 shares; 2025Q2: 3,393 shares; 2025Q3: 3,399 shares; 2025Q4: 3,163 shares; 2026Q1: 3,222 shares 3,222 $334K 0.06% +59 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: 3,963 shares; 2025Q1: 3,965 shares; 2025Q2: 2,969 shares; 2025Q3: 1,720 shares; 2025Q4: 1,711 shares; 2026Q1: 1,560 shares 1,560 $333K 0.06% -151 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,372 shares; 2025Q1: 12,372 shares; 2025Q2: 12,372 shares; 2025Q3: 12,372 shares; 2025Q4: 11,319 shares; 2026Q1: 11,319 shares 11,319 $328K 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 2,475 shares; 2025Q4: 2,597 shares; 2026Q1: 2,579 shares 2,579 $326K 0.06% -18 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: 2,072 shares; 2024Q4: 2,081 shares; 2025Q1: 2,090 shares; 2025Q2: 2,097 shares; 2025Q3: 2,103 shares; 2025Q4: 2,110 shares; 2026Q1: 2,135 shares 2,135 $323K 0.06% +25 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 6,078 shares; 2026Q1: 6,066 shares 6,066 $321K 0.06% -12 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: 359 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 333 shares 333 $320K 0.06% -23 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,172 shares; 2025Q3: 1,164 shares; 2025Q4: 1,168 shares; 2026Q1: 1,170 shares 1,170 $319K 0.06% +2 Timeline SPAB 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: 15,486 shares; 2024Q4: 15,874 shares; 2025Q1: 12,702 shares; 2025Q2: 11,165 shares; 2025Q3: 12,162 shares; 2025Q4: 12,460 shares; 2026Q1: 12,422 shares 12,422 $318K 0.06% -38 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 4,985 shares; 2025Q1: 5,010 shares; 2025Q2: 4,753 shares; 2025Q3: 6,088 shares; 2025Q4: 6,064 shares; 2026Q1: 5,972 shares 5,972 $315K 0.06% -92 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: 2,002 shares; 2024Q4: 1,455 shares; 2025Q1: 1,441 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,461 shares; 2026Q1: 1,371 shares 1,371 $310K 0.06% -90 Timeline DLS 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: 13,813 shares; 2024Q4: 10,633 shares; 2025Q1: 6,408 shares; 2025Q2: 4,130 shares; 2025Q3: 4,070 shares; 2025Q4: 4,091 shares; 2026Q1: 3,801 shares 3,801 $310K 0.06% -290 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $309K 0.06% 0 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: 2,303 shares; 2024Q4: 2,312 shares; 2025Q1: 2,352 shares; 2025Q2: 2,419 shares; 2025Q3: 2,473 shares; 2025Q4: 2,433 shares; 2026Q1: 1,856 shares 1,856 $307K 0.06% -577 Timeline EES 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: 36,154 shares; 2024Q4: 36,692 shares; 2025Q1: 38,353 shares; 2025Q2: 40,118 shares; 2025Q3: 40,241 shares; 2025Q4: 54,192 shares; 2026Q1: 5,146 shares 5,146 $299K 0.06% -49,046 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,371 shares; 2025Q1: 1,367 shares; 2025Q2: 1,025 shares; 2025Q3: 915 shares; 2025Q4: 909 shares; 2026Q1: 915 shares 915 $287K 0.05% +6 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: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $287K 0.05% 0 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: 4,238 shares; 2024Q4: 4,160 shares; 2025Q1: 3,460 shares; 2025Q2: 3,467 shares; 2025Q3: 3,466 shares; 2025Q4: 3,152 shares; 2026Q1: 3,152 shares 3,152 $285K 0.05% 0 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: 3,750 shares; 2024Q4: 3,796 shares; 2025Q1: 3,773 shares; 2025Q2: 3,766 shares; 2025Q3: 3,784 shares; 2025Q4: 3,772 shares; 2026Q1: 3,737 shares 3,737 $284K 0.05% -35 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,285 shares; 2025Q2: 2,289 shares; 2025Q3: 2,293 shares; 2025Q4: 2,299 shares; 2026Q1: 2,303 shares 2,303 $281K 0.05% +4 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: 1,203 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,189 shares; 2025Q4: 1,183 shares; 2026Q1: 1,176 shares 1,176 $275K 0.05% -7 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,405 shares; 2026Q1: 2,380 shares 2,380 $269K 0.05% -2,025 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: 4,364 shares; 2024Q4: 4,373 shares; 2025Q1: 4,396 shares; 2025Q2: 4,405 shares; 2025Q3: 4,266 shares; 2025Q4: 4,298 shares; 2026Q1: 4,058 shares 4,058 $268K 0.05% -240 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,931 shares; 2025Q1: 3,003 shares; 2025Q2: 2,928 shares; 2025Q3: 2,876 shares; 2025Q4: 2,900 shares; 2026Q1: 2,881 shares 2,881 $268K 0.05% -19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 902 shares; 2025Q4: 1,002 shares; 2026Q1: 937 shares 937 $266K 0.05% -65 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,851 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares; 2025Q4: 5,851 shares; 2026Q1: 5,235 shares 5,235 $262K 0.05% -616 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,386 shares; 2025Q2: 5,386 shares; 2025Q3: 5,114 shares; 2025Q4: 4,999 shares; 2026Q1: 5,001 shares 5,001 $262K 0.05% +2 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,842 shares; 2025Q1: 6,844 shares; 2025Q2: 6,800 shares; 2025Q3: 4,927 shares; 2025Q4: 4,954 shares; 2026Q1: 4,844 shares 4,844 $262K 0.05% -110 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 294 shares; 2026Q1: 302 shares 302 $261K 0.05% +8 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,884 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $261K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,138 shares; 2025Q1: 2,139 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,946 shares; 2026Q1: 1,947 shares 1,947 $258K 0.05% +1 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 2,670 shares; 2025Q1: 2,733 shares; 2025Q2: 2,730 shares; 2025Q3: 2,780 shares; 2025Q4: 5,563 shares; 2026Q1: 5,565 shares 5,565 $255K 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 742 shares 742 $253K 0.05% new Timeline DSTL 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: 3,433 shares; 2026Q1: 4,371 shares 4,371 $253K 0.05% +938 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: 1,447 shares; 2024Q4: 1,148 shares; 2025Q1: 1,166 shares; 2025Q2: 1,160 shares; 2025Q3: 1,196 shares; 2025Q4: 1,100 shares; 2026Q1: 1,101 shares 1,101 $253K 0.05% +1 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: 1,369 shares; 2024Q4: 1,340 shares; 2025Q1: 1,315 shares; 2025Q2: 1,295 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 567 shares 567 $252K 0.05% -720 Timeline LEMB 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: 8,075 shares; 2024Q4: 8,308 shares; 2025Q1: 6,450 shares; 2025Q2: 5,983 shares; 2025Q3: 6,010 shares; 2025Q4: 6,070 shares; 2026Q1: 6,119 shares 6,119 $250K 0.05% +49 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: not reported; 2026Q1: 994 shares 994 $249K 0.05% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,293 shares; 2025Q1: 3,370 shares; 2025Q2: 3,473 shares; 2025Q3: 2,675 shares; 2025Q4: 2,679 shares; 2026Q1: 2,682 shares 2,682 $249K 0.05% +3 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,567 shares; 2026Q1: 2,502 shares 2,502 $245K 0.05% -65 Timeline IPKW 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: 7,174 shares; 2024Q4: 6,927 shares; 2025Q1: 5,184 shares; 2025Q2: 4,910 shares; 2025Q3: 4,522 shares; 2025Q4: 4,567 shares; 2026Q1: 4,340 shares 4,340 $244K 0.05% -227 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,900 shares 2,900 $242K 0.05% -100 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 6,825 shares; 2025Q1: 4,826 shares; 2025Q2: 4,579 shares; 2025Q3: 6,452 shares; 2025Q4: 6,173 shares; 2026Q1: 6,594 shares 6,594 $242K 0.05% +421 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: not reported; 2024Q4: 174 shares; 2025Q1: 181 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,775 shares; 2026Q1: 2,625 shares 2,625 $242K 0.05% -150 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,346 shares; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares 1,345 $242K 0.05% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 6,320 shares; 2025Q1: 5,230 shares; 2025Q2: 4,635 shares; 2025Q3: 3,020 shares; 2025Q4: 3,005 shares; 2026Q1: 3,557 shares 3,557 $240K 0.05% +552 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares; 2025Q3: 2,069 shares; 2025Q4: 1,851 shares; 2026Q1: 1,831 shares 1,831 $235K 0.04% -20 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,435 shares; 2025Q1: 1,402 shares; 2025Q2: 1,395 shares; 2025Q3: 1,341 shares; 2025Q4: 1,314 shares; 2026Q1: 1,180 shares 1,180 $234K 0.04% -134 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: 2,474 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,433 shares; 2025Q3: 2,326 shares; 2025Q4: 2,261 shares; 2026Q1: 2,256 shares 2,256 $232K 0.04% -5 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,832 shares; 2025Q1: 2,816 shares; 2025Q2: 2,731 shares; 2025Q3: 2,698 shares; 2025Q4: 2,444 shares; 2026Q1: 2,387 shares 2,387 $221K 0.04% -57 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,779 shares; 2025Q1: 2,762 shares; 2025Q2: 2,647 shares; 2025Q3: 2,607 shares; 2025Q4: 2,271 shares; 2026Q1: 2,268 shares 2,268 $219K 0.04% -3 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: 55,678 shares; 2024Q4: not reported; 2025Q1: 8,477 shares; 2025Q2: not reported; 2025Q3: 8,219 shares; 2025Q4: not reported; 2026Q1: 7,786 shares 7,786 $219K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $217K 0.04% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly 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: 2,048 shares; 2025Q4: not reported; 2026Q1: 2,041 shares 2,041 $212K 0.04% new 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: 2,358 shares; 2024Q4: 2,403 shares; 2025Q1: 2,354 shares; 2025Q2: 2,356 shares; 2025Q3: 2,359 shares; 2025Q4: 2,176 shares; 2026Q1: 953 shares 953 $209K 0.04% -1,223 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares 417 $207K 0.04% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 15,164 shares; 2025Q1: 15,164 shares; 2025Q2: 20,164 shares; 2025Q3: 20,164 shares; 2025Q4: 20,164 shares; 2026Q1: 20,164 shares 20,164 $202K 0.04% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 789 shares 789 $200K 0.04% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,247 shares; 2025Q4: 10,079 shares; 2026Q1: 10,379 shares 10,379 $164K 0.03% +300 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY 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: 30,500 shares; 2026Q1: 37,000 shares 37,000 $162K 0.03% +6,500 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: 19,944 shares; 2024Q4: 21,198 shares; 2025Q1: 21,198 shares; 2025Q2: 22,148 shares; 2025Q3: 22,799 shares; 2025Q4: 24,736 shares; 2026Q1: 15,740 shares 15,740 $160K 0.03% -8,996 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,627 shares; 2025Q1: 14,676 shares; 2025Q2: 17,116 shares; 2025Q3: 17,114 shares; 2025Q4: 17,116 shares; 2026Q1: 16,575 shares 16,575 $130K 0.02% -541 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,842 shares; 2024Q4: 21,842 shares; 2025Q1: 21,842 shares; 2025Q2: 21,842 shares; 2025Q3: 21,842 shares; 2025Q4: 21,842 shares; 2026Q1: 21,842 shares 21,842 $122K 0.02% 0 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,450 shares 11,450 $120K 0.02% new Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $116K 0.02% 0 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $99.9K 0.02% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $99.6K 0.02% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 10,800 shares; 2025Q1: 11,116 shares; 2025Q2: 11,366 shares; 2025Q3: 11,614 shares; 2025Q4: 11,871 shares; 2026Q1: 12,144 shares 12,144 $99.2K 0.02% +273 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,819 shares; 2024Q4: 43,159 shares; 2025Q1: 43,159 shares; 2025Q2: 43,159 shares; 2025Q3: 42,003 shares; 2025Q4: 21,133 shares; 2026Q1: 16,378 shares 16,378 $84.8K 0.02% -4,755 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,360 shares; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 11,360 shares; 2025Q4: 11,360 shares; 2026Q1: 11,360 shares 11,360 $57.9K 0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,300 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,206 shares; 2026Q1: 14,969 shares 14,969 $9.47K <0.01% -237 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 21,850 shares 21,850 $153 <0.01% new