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: 1,033,135 shares; 2024Q4: 993,102 shares; 2025Q1: 1,032,923 shares; 2025Q2: 899,764 shares; 2025Q3: 919,539 shares; 2025Q4: 983,305 shares; 2026Q1: 969,562 shares 969,562 $74.2M 7.93% -13,743 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: 123,590 shares; 2024Q4: 133,621 shares; 2025Q1: 265,427 shares; 2025Q2: 394,303 shares; 2025Q3: 469,554 shares; 2025Q4: 483,298 shares; 2026Q1: 497,887 shares 497,887 $43.7M 4.67% +14,589 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,091 shares; 2024Q4: 35,802 shares; 2025Q1: 67,052 shares; 2025Q2: 52,015 shares; 2025Q3: 100,013 shares; 2025Q4: 98,457 shares; 2026Q1: 808,670 shares 808,670 $40.9M 4.37% +710,213 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: 204,363 shares; 2024Q4: 654,494 shares; 2025Q1: 666,996 shares; 2025Q2: 657,211 shares; 2025Q3: 673,748 shares; 2025Q4: 714,720 shares; 2026Q1: 729,351 shares 729,351 $39.2M 4.19% +14,631 Timeline QGRO 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: 64,240 shares; 2024Q4: 73,145 shares; 2025Q1: 176,626 shares; 2025Q2: 283,102 shares; 2025Q3: 289,633 shares; 2025Q4: 301,347 shares; 2026Q1: 313,720 shares 313,720 $32.9M 3.52% +12,373 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: 124,946 shares; 2024Q4: 131,316 shares; 2025Q1: 118,279 shares; 2025Q2: 120,393 shares; 2025Q3: 122,787 shares; 2025Q4: 246,816 shares; 2026Q1: 236,731 shares 236,731 $31.5M 3.36% -10,085 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,981 shares; 2024Q4: 445,108 shares; 2025Q1: 504,969 shares; 2025Q2: 851,078 shares; 2025Q3: 878,178 shares; 2025Q4: 948,671 shares; 2026Q1: 1,118,489 shares 1,118,489 $29.3M 3.13% +169,818 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: 87,527 shares; 2024Q4: 75,254 shares; 2025Q1: 76,723 shares; 2025Q2: 83,232 shares; 2025Q3: 90,353 shares; 2025Q4: 90,944 shares; 2026Q1: 64,461 shares 64,461 $27.7M 2.96% -26,483 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: 85,710 shares; 2024Q4: 79,775 shares; 2025Q1: 59,699 shares; 2025Q2: 61,209 shares; 2025Q3: 68,718 shares; 2025Q4: 73,841 shares; 2026Q1: 69,034 shares 69,034 $17.5M 1.87% -4,807 Timeline IQLT 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: 46,376 shares; 2025Q2: 209,380 shares; 2025Q3: 230,049 shares; 2025Q4: 264,161 shares; 2026Q1: 302,785 shares 302,785 $14M 1.5% +38,624 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: 73,016 shares; 2024Q4: 63,174 shares; 2025Q1: 63,313 shares; 2025Q2: 64,401 shares; 2025Q3: 73,417 shares; 2025Q4: 84,776 shares; 2026Q1: 76,775 shares 76,775 $13.4M 1.43% -8,001 Timeline USFR 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: 199,686 shares; 2025Q4: 254,046 shares; 2026Q1: 265,065 shares 265,065 $13.3M 1.43% +11,019 Timeline PCEF 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: 64,416 shares; 2024Q4: 60,550 shares; 2025Q1: 139,342 shares; 2025Q2: 470,852 shares; 2025Q3: 528,169 shares; 2025Q4: 583,845 shares; 2026Q1: 634,584 shares 634,584 $11.9M 1.28% +50,739 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: 14,051 shares; 2024Q4: 31,926 shares; 2025Q1: 53,557 shares; 2025Q2: 49,066 shares; 2025Q3: 47,679 shares; 2025Q4: 43,941 shares; 2026Q1: 71,705 shares 71,705 $11.6M 1.24% +27,764 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: 95,857 shares; 2024Q4: 67,622 shares; 2025Q1: 70,655 shares; 2025Q2: 70,679 shares; 2025Q3: 68,218 shares; 2025Q4: 70,569 shares; 2026Q1: 66,887 shares 66,887 $11.3M 1.21% -3,682 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: 8,065 shares; 2024Q4: 8,986 shares; 2025Q1: 9,612 shares; 2025Q2: 12,159 shares; 2025Q3: 15,720 shares; 2025Q4: 15,856 shares; 2026Q1: 13,181 shares 13,181 $8.57M 0.92% -2,675 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273,911 shares; 2025Q2: 289,685 shares; 2025Q3: 311,162 shares; 2025Q4: 317,535 shares; 2026Q1: 350,571 shares 350,571 $7.84M 0.84% +33,036 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: 54,480 shares; 2024Q4: 161,907 shares; 2025Q1: 150,950 shares; 2025Q2: 150,467 shares; 2025Q3: 185,002 shares; 2025Q4: 248,518 shares; 2026Q1: 252,289 shares 252,289 $7.74M 0.83% +3,771 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,017 shares; 2025Q2: 123,870 shares; 2025Q3: 179,966 shares; 2025Q4: 224,506 shares; 2026Q1: 244,922 shares 244,922 $7.47M 0.8% +20,416 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: 5,414 shares; 2024Q4: 5,782 shares; 2025Q1: 11,426 shares; 2025Q2: 11,349 shares; 2025Q3: 11,246 shares; 2025Q4: 11,171 shares; 2026Q1: 11,401 shares 11,401 $7.45M 0.8% +230 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: 18,096 shares; 2024Q4: 17,139 shares; 2025Q1: 17,180 shares; 2025Q2: 17,825 shares; 2025Q3: 18,913 shares; 2025Q4: 19,411 shares; 2026Q1: 19,805 shares 19,805 $7.33M 0.78% +394 Timeline PAB 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: not reported; 2024Q4: 417,035 shares; 2025Q1: 389,524 shares; 2025Q2: 109,219 shares; 2025Q3: 129,756 shares; 2025Q4: 151,640 shares; 2026Q1: 172,282 shares 172,282 $7.29M 0.78% +20,642 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,796 shares; 2025Q4: 102,568 shares; 2026Q1: 108,262 shares 108,262 $6.77M 0.72% +5,694 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 289,228 shares; 2025Q1: 249,747 shares; 2025Q2: 16,336 shares; 2025Q3: 16,336 shares; 2025Q4: 253,375 shares; 2026Q1: 243,172 shares 243,172 $6.76M 0.72% -10,203 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: 15,072 shares; 2024Q4: 14,309 shares; 2025Q1: 13,915 shares; 2025Q2: 23,745 shares; 2025Q3: 23,671 shares; 2025Q4: 24,426 shares; 2026Q1: 21,812 shares 21,812 $6.75M 0.72% -2,614 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: 17,483 shares; 2024Q4: 15,857 shares; 2025Q1: 15,814 shares; 2025Q2: 15,421 shares; 2025Q3: 16,636 shares; 2025Q4: 19,478 shares; 2026Q1: 20,620 shares 20,620 $6.62M 0.71% +1,142 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: 27,336 shares; 2024Q4: 24,023 shares; 2025Q1: 23,491 shares; 2025Q2: 23,967 shares; 2025Q3: 30,163 shares; 2025Q4: 29,954 shares; 2026Q1: 28,912 shares 28,912 $6.02M 0.64% -1,042 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: 76,736 shares; 2024Q4: 88,040 shares; 2025Q1: 85,446 shares; 2025Q2: 66,231 shares; 2025Q3: 28,896 shares; 2025Q4: 18,268 shares; 2026Q1: 105,548 shares 105,548 $5.98M 0.64% +87,280 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: not reported; 2024Q4: not reported; 2025Q1: 4,003 shares; 2025Q2: 4,045 shares; 2025Q3: 4,089 shares; 2025Q4: 15,609 shares; 2026Q1: 118,624 shares 118,624 $5.91M 0.63% +103,015 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,702 shares; 2024Q4: 16,660 shares; 2025Q1: 7,594 shares; 2025Q2: 17,829 shares; 2025Q3: 18,427 shares; 2025Q4: 13,676 shares; 2026Q1: 69,725 shares 69,725 $5.76M 0.62% +56,049 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: 46,422 shares; 2025Q1: 47,438 shares; 2025Q2: 47,017 shares; 2025Q3: 46,297 shares; 2025Q4: 44,022 shares; 2026Q1: 49,521 shares 49,521 $5.69M 0.61% +5,499 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: 26,199 shares; 2024Q4: 25,094 shares; 2025Q1: 25,522 shares; 2025Q2: 25,486 shares; 2025Q3: 30,952 shares; 2025Q4: 28,839 shares; 2026Q1: 27,303 shares 27,303 $5.65M 0.6% -1,536 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: 73,058 shares; 2024Q4: 71,722 shares; 2025Q1: 44,884 shares; 2025Q2: 57,568 shares; 2025Q3: 34,975 shares; 2025Q4: 61,794 shares; 2026Q1: 35,399 shares 35,399 $5.19M 0.55% -26,395 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: not reported; 2024Q4: not reported; 2025Q1: 11,194 shares; 2025Q2: 40,813 shares; 2025Q3: 61,739 shares; 2025Q4: 87,352 shares; 2026Q1: 112,665 shares 112,665 $5.14M 0.55% +25,313 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: not reported; 2024Q4: 13,018 shares; 2025Q1: 12,270 shares; 2025Q2: 12,174 shares; 2025Q3: 11,944 shares; 2025Q4: 11,429 shares; 2026Q1: 11,951 shares 11,951 $5.1M 0.54% +522 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: 97,942 shares; 2024Q4: 103,215 shares; 2025Q1: 91,954 shares; 2025Q2: 50,175 shares; 2025Q3: 53,447 shares; 2025Q4: 133,380 shares; 2026Q1: 99,839 shares 99,839 $4.93M 0.53% -33,541 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,724 shares; 2025Q1: 3,669 shares; 2025Q2: 4,027 shares; 2025Q3: 7,786 shares; 2025Q4: 6,800 shares; 2026Q1: 7,683 shares 7,683 $4.59M 0.49% +883 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: 358,408 shares; 2024Q4: 354,550 shares; 2025Q1: 341,963 shares; 2025Q2: 364,295 shares; 2025Q3: 377,974 shares; 2025Q4: 387,793 shares; 2026Q1: 415,255 shares 415,255 $4.58M 0.49% +27,462 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: 21,939 shares; 2024Q4: 21,951 shares; 2025Q1: 20,263 shares; 2025Q2: 20,726 shares; 2025Q3: 22,307 shares; 2025Q4: 20,885 shares; 2026Q1: 20,699 shares 20,699 $4.5M 0.48% -186 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 13,968 shares; 2025Q1: 13,289 shares; 2025Q2: 12,035 shares; 2025Q3: 12,490 shares; 2025Q4: 12,138 shares; 2026Q1: 11,901 shares 11,901 $4.24M 0.45% -237 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,664 shares; 2024Q4: 58,672 shares; 2025Q1: 60,915 shares; 2025Q2: 59,404 shares; 2025Q3: 60,335 shares; 2025Q4: 58,008 shares; 2026Q1: 55,875 shares 55,875 $4.14M 0.44% -2,133 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,650 shares; 2024Q4: 236,245 shares; 2025Q1: 242,568 shares; 2025Q2: 236,040 shares; 2025Q3: 231,027 shares; 2025Q4: 201,095 shares; 2026Q1: 173,100 shares 173,100 $4.01M 0.43% -27,995 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,842 shares; 2025Q2: 58,980 shares; 2025Q3: 93,618 shares; 2025Q4: 121,186 shares; 2026Q1: 135,591 shares 135,591 $3.9M 0.42% +14,405 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: 61,608 shares; 2024Q4: 69,030 shares; 2025Q1: 62,140 shares; 2025Q2: 41,125 shares; 2025Q3: 42,750 shares; 2025Q4: 41,855 shares; 2026Q1: 41,600 shares 41,600 $3.77M 0.4% -255 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: 3,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,645 shares; 2025Q4: 55,176 shares; 2026Q1: 47,492 shares 47,492 $3.76M 0.4% -7,684 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 103,774 shares 103,774 $3.67M 0.39% new Timeline JMUB 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: 63,926 shares; 2025Q1: 67,794 shares; 2025Q2: 61,551 shares; 2025Q3: 67,139 shares; 2025Q4: 69,196 shares; 2026Q1: 71,665 shares 71,665 $3.58M 0.38% +2,469 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,850 shares; 2026Q1: 37,199 shares 37,199 $3.53M 0.38% +20,349 Timeline XLB 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: 25,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,998 shares; 2025Q3: 10,115 shares; 2025Q4: 16,828 shares; 2026Q1: 69,059 shares 69,059 $3.45M 0.37% +52,231 Timeline XSHQ 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: 65,749 shares; 2024Q4: 71,113 shares; 2025Q1: 82,500 shares; 2025Q2: 84,543 shares; 2025Q3: 80,535 shares; 2025Q4: 81,995 shares; 2026Q1: 81,711 shares 81,711 $3.44M 0.37% -284 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: 39,286 shares; 2024Q4: 36,667 shares; 2025Q1: 59,530 shares; 2025Q2: 55,692 shares; 2025Q3: 56,300 shares; 2025Q4: 64,176 shares; 2026Q1: 50,577 shares 50,577 $3.42M 0.36% -13,599 Timeline GCOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,907 shares; 2025Q4: 69,437 shares; 2026Q1: 73,621 shares 73,621 $3.4M 0.36% +4,184 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: 45,193 shares; 2024Q4: 40,560 shares; 2025Q1: 68,749 shares; 2025Q2: 75,245 shares; 2025Q3: 73,965 shares; 2025Q4: 133,062 shares; 2026Q1: 31,221 shares 31,221 $3.4M 0.36% -101,841 Timeline AOR 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: 30,676 shares; 2024Q4: 34,235 shares; 2025Q1: 33,958 shares; 2025Q2: 39,246 shares; 2025Q3: 42,945 shares; 2025Q4: 43,572 shares; 2026Q1: 52,752 shares 52,752 $3.39M 0.36% +9,180 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,240 shares; 2025Q2: 48,663 shares; 2025Q3: 57,819 shares; 2025Q4: 60,971 shares; 2026Q1: 64,894 shares 64,894 $3.39M 0.36% +3,923 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 18,612 shares; 2025Q1: 31,748 shares; 2025Q2: 34,968 shares; 2025Q3: 36,960 shares; 2025Q4: 37,117 shares; 2026Q1: 38,874 shares 38,874 $3.26M 0.35% +1,757 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,718 shares; 2024Q4: 77,524 shares; 2025Q1: 84,067 shares; 2025Q2: 74,711 shares; 2025Q3: 67,636 shares; 2025Q4: 64,602 shares; 2026Q1: 59,511 shares 59,511 $3.22M 0.34% -5,091 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: 10,939 shares; 2024Q4: 25,450 shares; 2025Q1: 12,229 shares; 2025Q2: 4,589 shares; 2025Q3: 4,857 shares; 2025Q4: 4,876 shares; 2026Q1: 12,946 shares 12,946 $3.21M 0.34% +8,070 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,498 shares; 2025Q4: 15,054 shares; 2026Q1: 28,692 shares 28,692 $3.17M 0.34% +13,638 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: 56,021 shares; 2024Q4: 54,043 shares; 2025Q1: 49,689 shares; 2025Q2: 48,786 shares; 2025Q3: 50,835 shares; 2025Q4: 52,547 shares; 2026Q1: 51,592 shares 51,592 $3.16M 0.34% -955 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,921 shares; 2024Q4: 494,729 shares; 2025Q1: 155,159 shares; 2025Q2: 131,441 shares; 2025Q3: 128,399 shares; 2025Q4: 125,542 shares; 2026Q1: 125,345 shares 125,345 $3.15M 0.34% -197 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 8,388 shares; 2025Q1: 8,844 shares; 2025Q2: 12,694 shares; 2025Q3: 12,571 shares; 2025Q4: 12,351 shares; 2026Q1: 10,776 shares 10,776 $3.1M 0.33% -1,575 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 16,636 shares; 2025Q1: 16,824 shares; 2025Q2: 7,511 shares; 2025Q3: 6,943 shares; 2025Q4: 25,789 shares; 2026Q1: 29,878 shares 29,878 $3.01M 0.32% +4,089 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: 16,843 shares; 2024Q4: 14,881 shares; 2025Q1: 18,963 shares; 2025Q2: 16,101 shares; 2025Q3: 16,951 shares; 2025Q4: 14,427 shares; 2026Q1: 12,294 shares 12,294 $3.01M 0.32% -2,133 Timeline DON 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: 40,228 shares; 2024Q4: 37,756 shares; 2025Q1: 50,283 shares; 2025Q2: 53,961 shares; 2025Q3: 52,335 shares; 2025Q4: 53,928 shares; 2026Q1: 56,750 shares 56,750 $2.98M 0.32% +2,822 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,877 shares; 2024Q4: 58,799 shares; 2025Q1: 63,868 shares; 2025Q2: 58,846 shares; 2025Q3: 61,117 shares; 2025Q4: 58,328 shares; 2026Q1: 57,034 shares 57,034 $2.86M 0.31% -1,294 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 1,916 shares; 2025Q1: 1,828 shares; 2025Q2: 1,757 shares; 2025Q3: 4,893 shares; 2025Q4: 4,802 shares; 2026Q1: 4,903 shares 4,903 $2.83M 0.3% +101 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: 146,861 shares; 2024Q4: 119,301 shares; 2025Q1: 122,238 shares; 2025Q2: 106,893 shares; 2025Q3: 100,802 shares; 2025Q4: 107,340 shares; 2026Q1: 97,075 shares 97,075 $2.81M 0.3% -10,265 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,490 shares; 2025Q4: 48,853 shares; 2026Q1: 46,030 shares 46,030 $2.73M 0.29% -2,823 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,992 shares; 2025Q2: 22,564 shares; 2025Q3: 32,910 shares; 2025Q4: 42,989 shares; 2026Q1: 49,295 shares 49,295 $2.71M 0.29% +6,306 Timeline ARTY 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: 37,404 shares; 2024Q4: 40,282 shares; 2025Q1: 40,640 shares; 2025Q2: 41,685 shares; 2025Q3: 44,070 shares; 2025Q4: 45,088 shares; 2026Q1: 56,403 shares 56,403 $2.62M 0.28% +11,315 Timeline ISCF 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: 6,037 shares; 2025Q2: 27,728 shares; 2025Q3: 43,172 shares; 2025Q4: 55,252 shares; 2026Q1: 61,363 shares 61,363 $2.56M 0.27% +6,111 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: 7,513 shares; 2024Q4: 7,102 shares; 2025Q1: 25,811 shares; 2025Q2: 24,990 shares; 2025Q3: 25,169 shares; 2025Q4: 25,540 shares; 2026Q1: 26,044 shares 26,044 $2.53M 0.27% +504 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: 6,252 shares; 2024Q4: 6,288 shares; 2025Q1: 5,927 shares; 2025Q2: 6,354 shares; 2025Q3: 8,526 shares; 2025Q4: 8,419 shares; 2026Q1: 8,781 shares 8,781 $2.52M 0.27% +362 Timeline EMGF 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: 4,362 shares; 2025Q2: 20,036 shares; 2025Q3: 30,076 shares; 2025Q4: 37,357 shares; 2026Q1: 41,104 shares 41,104 $2.48M 0.27% +3,747 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,007 shares; 2024Q4: 96,701 shares; 2025Q1: 36,195 shares; 2025Q2: 32,184 shares; 2025Q3: 31,635 shares; 2025Q4: 31,969 shares; 2026Q1: 31,895 shares 31,895 $2.4M 0.26% -74 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,039 shares; 2025Q1: 1,794 shares; 2025Q2: 9,501 shares; 2025Q3: 12,825 shares; 2025Q4: 13,624 shares; 2026Q1: 10,044 shares 10,044 $2.39M 0.25% -3,580 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: 17,534 shares; 2024Q4: 16,085 shares; 2025Q1: 16,091 shares; 2025Q2: 16,703 shares; 2025Q3: 17,018 shares; 2025Q4: 17,813 shares; 2026Q1: 17,847 shares 17,847 $2.36M 0.25% +34 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: 37,791 shares; 2024Q4: 30,246 shares; 2025Q1: 29,103 shares; 2025Q2: 27,925 shares; 2025Q3: 27,840 shares; 2025Q4: 26,406 shares; 2026Q1: 25,371 shares 25,371 $2.35M 0.25% -1,035 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,483 shares; 2025Q4: 27,630 shares; 2026Q1: 27,452 shares 27,452 $2.34M 0.25% -178 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,429 shares; 2024Q4: 63,767 shares; 2025Q1: 64,038 shares; 2025Q2: 71,699 shares; 2025Q3: 72,625 shares; 2025Q4: 64,247 shares; 2026Q1: 61,484 shares 61,484 $2.33M 0.25% -2,763 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: 5,294 shares; 2024Q4: 4,767 shares; 2025Q1: 5,515 shares; 2025Q2: 6,560 shares; 2025Q3: 5,543 shares; 2025Q4: 5,236 shares; 2026Q1: 4,725 shares 4,725 $2.26M 0.24% -511 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: 21,096 shares; 2024Q4: 20,580 shares; 2025Q1: 28,324 shares; 2025Q2: 20,727 shares; 2025Q3: 18,930 shares; 2025Q4: 18,452 shares; 2026Q1: 18,149 shares 18,149 $2.26M 0.24% -303 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,053 shares; 2025Q4: 120,891 shares; 2026Q1: 117,131 shares 117,131 $2.25M 0.24% -3,760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,029 shares; 2025Q4: 7,562 shares; 2026Q1: 10,364 shares 10,364 $2.21M 0.24% +2,802 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: 41,117 shares; 2024Q4: 34,384 shares; 2025Q1: 45,305 shares; 2025Q2: 46,214 shares; 2025Q3: 43,749 shares; 2025Q4: 42,555 shares; 2026Q1: 41,275 shares 41,275 $2.15M 0.23% -1,280 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: 7,555 shares; 2024Q4: 7,339 shares; 2025Q1: 7,307 shares; 2025Q2: 6,851 shares; 2025Q3: 7,673 shares; 2025Q4: 7,880 shares; 2026Q1: 7,297 shares 7,297 $2.15M 0.23% -583 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,519 shares; 2025Q4: 15,240 shares; 2026Q1: 14,965 shares 14,965 $2.09M 0.22% -275 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: 61,066 shares; 2024Q4: 66,749 shares; 2025Q1: 78,392 shares; 2025Q2: 77,270 shares; 2025Q3: 77,519 shares; 2025Q4: 76,582 shares; 2026Q1: 74,361 shares 74,361 $2.09M 0.22% -2,221 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,177 shares; 2024Q4: 24,256 shares; 2025Q1: 24,021 shares; 2025Q2: 25,083 shares; 2025Q3: 25,373 shares; 2025Q4: 24,978 shares; 2026Q1: 18,668 shares 18,668 $2.07M 0.22% -6,310 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,530 shares; 2024Q4: 116,139 shares; 2025Q1: 113,180 shares; 2025Q2: 114,549 shares; 2025Q3: 129,420 shares; 2025Q4: 120,128 shares; 2026Q1: 106,214 shares 106,214 $2.05M 0.22% -13,914 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: 58,115 shares; 2024Q4: 65,238 shares; 2025Q1: 77,516 shares; 2025Q2: 46,147 shares; 2025Q3: 41,763 shares; 2025Q4: 38,261 shares; 2026Q1: 37,909 shares 37,909 $2.05M 0.22% -352 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: 8,952 shares; 2024Q4: 18,661 shares; 2025Q1: 36,186 shares; 2025Q2: 26,132 shares; 2025Q3: 29,077 shares; 2025Q4: 21,000 shares; 2026Q1: 20,576 shares 20,576 $2.01M 0.22% -424 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: 16,992 shares; 2024Q4: 10,818 shares; 2025Q1: 9,760 shares; 2025Q2: 18,724 shares; 2025Q3: 19,827 shares; 2025Q4: 17,625 shares; 2026Q1: 16,185 shares 16,185 $2.01M 0.21% -1,440 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,908 shares; 2025Q4: 72,213 shares; 2026Q1: 67,854 shares 67,854 $1.98M 0.21% -4,359 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: 27,466 shares; 2024Q4: 25,996 shares; 2025Q1: 27,391 shares; 2025Q2: 27,903 shares; 2025Q3: 28,010 shares; 2025Q4: 27,775 shares; 2026Q1: 27,538 shares 27,538 $1.88M 0.2% -237 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: 17,976 shares; 2025Q4: 17,962 shares; 2026Q1: 16,929 shares 16,929 $1.88M 0.2% -1,033 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: 34,141 shares; 2024Q4: 28,764 shares; 2025Q1: 27,966 shares; 2025Q2: 26,288 shares; 2025Q3: 24,467 shares; 2025Q4: 24,062 shares; 2026Q1: 23,822 shares 23,822 $1.85M 0.2% -240 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: 6,312 shares; 2024Q4: 5,990 shares; 2025Q1: 6,124 shares; 2025Q2: 5,808 shares; 2025Q3: 5,725 shares; 2025Q4: 5,499 shares; 2026Q1: 5,183 shares 5,183 $1.82M 0.19% -316 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: 1,512 shares; 2024Q4: 1,242 shares; 2025Q1: 1,203 shares; 2025Q2: 1,153 shares; 2025Q3: 1,172 shares; 2025Q4: 1,793 shares; 2026Q1: 1,968 shares 1,968 $1.81M 0.19% +175 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: 2,757 shares; 2024Q4: 2,624 shares; 2025Q1: 3,750 shares; 2025Q2: 4,143 shares; 2025Q3: 4,193 shares; 2025Q4: 3,354 shares; 2026Q1: 2,974 shares 2,974 $1.8M 0.19% -380 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,771 shares; 2024Q4: 89,240 shares; 2025Q1: 82,430 shares; 2025Q2: 41,676 shares; 2025Q3: 37,373 shares; 2025Q4: 38,339 shares; 2026Q1: 37,545 shares 37,545 $1.77M 0.19% -794 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: 10,709 shares; 2024Q4: 9,701 shares; 2025Q1: 8,907 shares; 2025Q2: 8,827 shares; 2025Q3: 10,175 shares; 2025Q4: 10,270 shares; 2026Q1: 9,001 shares 9,001 $1.74M 0.19% -1,269 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,967 shares; 2025Q4: 6,781 shares; 2026Q1: 6,040 shares 6,040 $1.73M 0.19% -741 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,828 shares; 2024Q4: 5,879 shares; 2025Q1: 3,473 shares; 2025Q2: 3,535 shares; 2025Q3: 3,546 shares; 2025Q4: 5,114 shares; 2026Q1: 3,964 shares 3,964 $1.73M 0.18% -1,150 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,395 shares; 2024Q4: 38,831 shares; 2025Q1: 65,661 shares; 2025Q2: 45,700 shares; 2025Q3: 45,061 shares; 2025Q4: 109,294 shares; 2026Q1: 37,610 shares 37,610 $1.64M 0.18% -71,684 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 2,421 shares; 2025Q1: 3,801 shares; 2025Q2: 2,602 shares; 2025Q3: 4,478 shares; 2025Q4: 3,874 shares; 2026Q1: 4,364 shares 4,364 $1.62M 0.17% +490 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,172 shares; 2025Q1: 8,890 shares; 2025Q2: 9,309 shares; 2025Q3: 9,389 shares; 2025Q4: 9,814 shares; 2026Q1: 8,616 shares 8,616 $1.57M 0.17% -1,198 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: 9,111 shares; 2024Q4: 9,443 shares; 2025Q1: 10,813 shares; 2025Q2: 10,462 shares; 2025Q3: 10,136 shares; 2025Q4: 10,439 shares; 2026Q1: 9,749 shares 9,749 $1.51M 0.16% -690 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 10,087 shares; 2025Q1: 9,220 shares; 2025Q2: 8,004 shares; 2025Q3: 7,483 shares; 2025Q4: 7,237 shares; 2026Q1: 7,141 shares 7,141 $1.46M 0.16% -96 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: not reported; 2024Q4: 26,885 shares; 2025Q1: 4,807 shares; 2025Q2: 55,048 shares; 2025Q3: 63,100 shares; 2025Q4: 17,904 shares; 2026Q1: 17,437 shares 17,437 $1.43M 0.15% -467 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: 7,771 shares; 2024Q4: 4,764 shares; 2025Q1: 4,871 shares; 2025Q2: 7,834 shares; 2025Q3: 7,100 shares; 2025Q4: 10,000 shares; 2026Q1: 12,375 shares 12,375 $1.42M 0.15% +2,375 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: 8,475 shares; 2024Q4: 26,029 shares; 2025Q1: 44,271 shares; 2025Q2: 29,827 shares; 2025Q3: 35,640 shares; 2025Q4: 23,999 shares; 2026Q1: 24,866 shares 24,866 $1.41M 0.15% +867 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: 38,938 shares; 2024Q4: 179,218 shares; 2025Q1: 44,508 shares; 2025Q2: 118,354 shares; 2025Q3: 118,456 shares; 2025Q4: 50,646 shares; 2026Q1: 38,273 shares 38,273 $1.38M 0.15% -12,373 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,177 shares; 2025Q2: 33,023 shares; 2025Q3: 39,896 shares; 2025Q4: 45,775 shares; 2026Q1: 50,118 shares 50,118 $1.36M 0.15% +4,343 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,471 shares; 2025Q2: 37,559 shares; 2025Q3: 45,197 shares; 2025Q4: 51,530 shares; 2026Q1: 56,397 shares 56,397 $1.35M 0.14% +4,867 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: 7,624 shares; 2024Q4: 7,042 shares; 2025Q1: 7,075 shares; 2025Q2: 7,131 shares; 2025Q3: 15,288 shares; 2025Q4: 23,847 shares; 2026Q1: 21,821 shares 21,821 $1.34M 0.14% -2,026 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: 13,034 shares; 2024Q4: 10,275 shares; 2025Q1: 10,024 shares; 2025Q2: 9,762 shares; 2025Q3: 9,795 shares; 2025Q4: 10,309 shares; 2026Q1: 9,177 shares 9,177 $1.33M 0.14% -1,132 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 15,685 shares; 2025Q4: 19,800 shares; 2026Q1: 28,445 shares 28,445 $1.31M 0.14% +8,645 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 8,294 shares; 2025Q1: 10,788 shares; 2025Q2: 19,078 shares; 2025Q3: 23,882 shares; 2025Q4: 24,864 shares; 2026Q1: 26,209 shares 26,209 $1.29M 0.14% +1,345 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: 18,320 shares; 2024Q4: 17,964 shares; 2025Q1: 22,616 shares; 2025Q2: 18,738 shares; 2025Q3: 19,282 shares; 2025Q4: 21,070 shares; 2026Q1: 21,060 shares 21,060 $1.28M 0.14% -10 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 764 shares; 2025Q1: 912 shares; 2025Q2: 1,113 shares; 2025Q3: 2,331 shares; 2025Q4: 2,199 shares; 2026Q1: 2,174 shares 2,174 $1.24M 0.13% -25 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: 13,106 shares; 2024Q4: 14,154 shares; 2025Q1: 14,851 shares; 2025Q2: 11,721 shares; 2025Q3: 12,917 shares; 2025Q4: 14,140 shares; 2026Q1: 13,264 shares 13,264 $1.23M 0.13% -876 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,386 shares; 2024Q4: 50,283 shares; 2025Q1: 50,738 shares; 2025Q2: 52,205 shares; 2025Q3: 50,460 shares; 2025Q4: 50,482 shares; 2026Q1: 48,578 shares 48,578 $1.23M 0.13% -1,904 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,782 shares; 2024Q4: 19,314 shares; 2025Q1: 19,430 shares; 2025Q2: 15,078 shares; 2025Q3: 13,807 shares; 2025Q4: 13,556 shares; 2026Q1: 14,089 shares 14,089 $1.22M 0.13% +533 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: 3,318 shares; 2024Q4: 2,950 shares; 2025Q1: 3,088 shares; 2025Q2: 3,072 shares; 2025Q3: 3,747 shares; 2025Q4: 5,176 shares; 2026Q1: 5,016 shares 5,016 $1.22M 0.13% -160 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,610 shares 55,610 $1.21M 0.13% 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: 13,425 shares; 2024Q4: 9,959 shares; 2025Q1: 9,903 shares; 2025Q2: 12,289 shares; 2025Q3: 13,364 shares; 2025Q4: 11,190 shares; 2026Q1: 11,699 shares 11,699 $1.2M 0.13% +509 Timeline PRF 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: 10,621 shares; 2024Q4: 14,042 shares; 2025Q1: 18,251 shares; 2025Q2: 19,279 shares; 2025Q3: 19,899 shares; 2025Q4: 22,085 shares; 2026Q1: 25,139 shares 25,139 $1.19M 0.13% +3,054 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,858 shares; 2026Q1: 3,770 shares 3,770 $1.18M 0.13% -2,088 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: 6,174 shares; 2024Q4: 18,432 shares; 2025Q1: 83,781 shares; 2025Q2: 10,392 shares; 2025Q3: 24,894 shares; 2025Q4: 80,525 shares; 2026Q1: 25,742 shares 25,742 $1.18M 0.13% -54,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 5,598 shares; 2026Q1: 4,498 shares 4,498 $1.18M 0.13% -1,100 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,618 shares; 2024Q4: 12,276 shares; 2025Q1: 12,383 shares; 2025Q2: 10,796 shares; 2025Q3: 10,704 shares; 2025Q4: 16,036 shares; 2026Q1: 15,552 shares 15,552 $1.17M 0.13% -484 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: 27,116 shares; 2024Q4: 38,372 shares; 2025Q1: 40,836 shares; 2025Q2: 19,730 shares; 2025Q3: 19,379 shares; 2025Q4: 20,980 shares; 2026Q1: 20,958 shares 20,958 $1.16M 0.12% -22 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: 22,922 shares; 2024Q4: 27,282 shares; 2025Q1: 27,644 shares; 2025Q2: 27,371 shares; 2025Q3: 27,440 shares; 2025Q4: 27,202 shares; 2026Q1: 24,601 shares 24,601 $1.16M 0.12% -2,601 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 5,889 shares; 2025Q1: 5,543 shares; 2025Q2: 6,532 shares; 2025Q3: 25,890 shares; 2025Q4: 25,304 shares; 2026Q1: 23,786 shares 23,786 $1.15M 0.12% -1,518 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: 3,549 shares; 2025Q4: 8,089 shares; 2026Q1: 14,692 shares 14,692 $1.13M 0.12% +6,603 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: 11,587 shares; 2024Q4: 11,522 shares; 2025Q1: 10,446 shares; 2025Q2: 11,829 shares; 2025Q3: 12,503 shares; 2025Q4: 11,885 shares; 2026Q1: 11,446 shares 11,446 $1.13M 0.12% -439 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: 4,432 shares; 2024Q4: 4,443 shares; 2025Q1: 4,340 shares; 2025Q2: 3,672 shares; 2025Q3: 3,238 shares; 2025Q4: 3,003 shares; 2026Q1: 2,919 shares 2,919 $1.12M 0.12% -84 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,377 shares; 2024Q4: 56,115 shares; 2025Q1: 59,419 shares; 2025Q2: 62,307 shares; 2025Q3: 63,290 shares; 2025Q4: 65,958 shares; 2026Q1: 66,702 shares 66,702 $1.1M 0.12% +744 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,627 shares 36,627 $1.09M 0.12% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,294 shares; 2024Q4: 62,440 shares; 2025Q1: 55,236 shares; 2025Q2: 23,173 shares; 2025Q3: 17,269 shares; 2025Q4: 14,629 shares; 2026Q1: 14,472 shares 14,472 $1.08M 0.11% -157 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,621 shares; 2025Q3: 3,990 shares; 2025Q4: 3,826 shares; 2026Q1: 3,818 shares 3,818 $1.08M 0.11% -8 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,881 shares; 2024Q4: 5,294 shares; 2025Q1: 3,792 shares; 2025Q2: 3,340 shares; 2025Q3: 3,300 shares; 2025Q4: 3,209 shares; 2026Q1: 3,122 shares 3,122 $1.07M 0.11% -87 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: 15,813 shares; 2024Q4: 10,610 shares; 2025Q1: 5,129 shares; 2025Q2: 5,031 shares; 2025Q3: 5,195 shares; 2025Q4: 7,355 shares; 2026Q1: 5,471 shares 5,471 $1.07M 0.11% -1,884 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 5,183 shares; 2025Q2: 5,624 shares; 2025Q3: 6,522 shares; 2025Q4: 6,890 shares; 2026Q1: 7,291 shares 7,291 $1.07M 0.11% +401 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: not reported; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares; 2025Q3: 7,279 shares; 2025Q4: 21,559 shares; 2026Q1: 25,532 shares 25,532 $1.06M 0.11% +3,973 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: 17,068 shares; 2024Q4: 13,513 shares; 2025Q1: 13,078 shares; 2025Q2: 12,980 shares; 2025Q3: 14,691 shares; 2025Q4: 14,305 shares; 2026Q1: 13,782 shares 13,782 $1.05M 0.11% -523 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: 6,048 shares; 2024Q4: 5,238 shares; 2025Q1: 7,144 shares; 2025Q2: 6,836 shares; 2025Q3: 8,508 shares; 2025Q4: 8,604 shares; 2026Q1: 8,701 shares 8,701 $1.05M 0.11% +97 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,433 shares; 2024Q4: 23,022 shares; 2025Q1: 26,223 shares; 2025Q2: 25,356 shares; 2025Q3: 25,069 shares; 2025Q4: 24,648 shares; 2026Q1: 23,777 shares 23,777 $1.04M 0.11% -871 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: 21,963 shares; 2024Q4: 17,804 shares; 2025Q1: 20,939 shares; 2025Q2: 22,572 shares; 2025Q3: 23,858 shares; 2025Q4: 23,204 shares; 2026Q1: 22,205 shares 22,205 $1.02M 0.11% -999 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: 7,465 shares; 2024Q4: 6,102 shares; 2025Q1: 5,862 shares; 2025Q2: 8,041 shares; 2025Q3: 10,676 shares; 2025Q4: 12,214 shares; 2026Q1: 11,237 shares 11,237 $1.02M 0.11% -977 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: 1,381 shares; 2024Q4: 1,265 shares; 2025Q1: 2,244 shares; 2025Q2: 2,000 shares; 2025Q3: 1,990 shares; 2025Q4: 2,009 shares; 2026Q1: 2,048 shares 2,048 $1.02M 0.11% +39 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: 20,976 shares; 2024Q4: 20,867 shares; 2025Q1: 20,579 shares; 2025Q2: 22,536 shares; 2025Q3: 21,625 shares; 2025Q4: 21,082 shares; 2026Q1: 18,375 shares 18,375 $1.01M 0.11% -2,707 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,785 shares; 2024Q4: 19,004 shares; 2025Q1: 17,609 shares; 2025Q2: 18,484 shares; 2025Q3: 18,592 shares; 2025Q4: 19,185 shares; 2026Q1: 19,836 shares 19,836 $1.01M 0.11% +651 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: 11,132 shares; 2024Q4: 9,342 shares; 2025Q1: 13,381 shares; 2025Q2: 12,663 shares; 2025Q3: 16,885 shares; 2025Q4: 15,225 shares; 2026Q1: 15,239 shares 15,239 $1.01M 0.11% +14 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 12,547 shares; 2026Q1: 10,996 shares 10,996 $1M 0.11% -1,551 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 8,449 shares; 2025Q1: 8,417 shares; 2025Q2: 8,291 shares; 2025Q3: 7,959 shares; 2025Q4: 8,285 shares; 2026Q1: 8,592 shares 8,592 $995K 0.11% +307 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,862 shares; 2024Q4: 17,481 shares; 2025Q1: 17,372 shares; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,649 shares; 2026Q1: 10,776 shares 10,776 $988K 0.11% +7,127 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,885 shares; 2024Q4: 7,187 shares; 2025Q1: 5,499 shares; 2025Q2: 4,840 shares; 2025Q3: 5,801 shares; 2025Q4: 5,880 shares; 2026Q1: 5,903 shares 5,903 $972K 0.1% +23 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: 4,258 shares; 2024Q4: 3,551 shares; 2025Q1: 3,264 shares; 2025Q2: 4,253 shares; 2025Q3: 3,545 shares; 2025Q4: 3,376 shares; 2026Q1: 3,118 shares 3,118 $969K 0.1% -258 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: 2,813 shares; 2024Q4: 2,459 shares; 2025Q1: 1,955 shares; 2025Q2: 1,665 shares; 2025Q3: 4,108 shares; 2025Q4: 5,117 shares; 2026Q1: 4,886 shares 4,886 $938K 0.1% -231 Timeline RDIV 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: 16,228 shares; 2024Q4: 16,064 shares; 2025Q1: 14,261 shares; 2025Q2: 14,522 shares; 2025Q3: 16,456 shares; 2025Q4: 16,246 shares; 2026Q1: 16,754 shares 16,754 $933K 0.1% +508 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: 11,565 shares; 2024Q4: 11,430 shares; 2025Q1: 10,551 shares; 2025Q2: 10,376 shares; 2025Q3: 9,729 shares; 2025Q4: 11,784 shares; 2026Q1: 11,784 shares 11,784 $932K 0.1% 0 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: 9,839 shares; 2025Q1: 13,198 shares; 2025Q2: 16,264 shares; 2025Q3: 23,994 shares; 2025Q4: 19,183 shares; 2026Q1: 23,437 shares 23,437 $900K 0.1% +4,254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,409 shares; 2025Q4: 18,284 shares; 2026Q1: 17,903 shares 17,903 $897K 0.1% -381 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: 15,568 shares; 2024Q4: 9,032 shares; 2025Q1: 9,311 shares; 2025Q2: 9,680 shares; 2025Q3: 9,946 shares; 2025Q4: 9,878 shares; 2026Q1: 9,606 shares 9,606 $892K 0.1% -272 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,958 shares; 2025Q1: 12,440 shares; 2025Q2: 14,279 shares; 2025Q3: 15,910 shares; 2025Q4: 19,176 shares; 2026Q1: 20,960 shares 20,960 $892K 0.1% +1,784 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,587 shares; 2026Q1: 5,742 shares 5,742 $891K 0.1% +2,155 Timeline TLT 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: 10,562 shares; 2024Q4: 10,145 shares; 2025Q1: 16,509 shares; 2025Q2: 22,282 shares; 2025Q3: 31,920 shares; 2025Q4: 11,979 shares; 2026Q1: 10,255 shares 10,255 $889K 0.09% -1,724 Timeline DWM 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: 12,036 shares; 2024Q4: 12,036 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 12,261 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares 12,636 $883K 0.09% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 1,750 shares; 2025Q1: 1,551 shares; 2025Q2: 1,918 shares; 2025Q3: 2,369 shares; 2025Q4: 2,346 shares; 2026Q1: 2,602 shares 2,602 $879K 0.09% +256 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: 22,656 shares; 2024Q4: 17,602 shares; 2025Q1: 8,068 shares; 2025Q2: 9,323 shares; 2025Q3: 7,261 shares; 2025Q4: 7,211 shares; 2026Q1: 7,734 shares 7,734 $877K 0.09% +523 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 7,763 shares; 2025Q1: 6,585 shares; 2025Q2: 6,752 shares; 2025Q3: 6,579 shares; 2025Q4: 6,534 shares; 2026Q1: 5,970 shares 5,970 $871K 0.09% -564 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,337 shares 41,337 $870K 0.09% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 6,918 shares; 2025Q1: 8,395 shares; 2025Q2: 12,837 shares; 2025Q3: 13,186 shares; 2025Q4: 12,853 shares; 2026Q1: 12,389 shares 12,389 $858K 0.09% -464 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: 4,579 shares; 2024Q4: 2,942 shares; 2025Q1: 2,843 shares; 2025Q2: 2,747 shares; 2025Q3: 3,345 shares; 2025Q4: 2,844 shares; 2026Q1: 2,840 shares 2,840 $858K 0.09% -4 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: 831 shares; 2024Q4: 709 shares; 2025Q1: 752 shares; 2025Q2: 1,143 shares; 2025Q3: 909 shares; 2025Q4: 8,084 shares; 2026Q1: 8,917 shares 8,917 $857K 0.09% +833 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 12,800 shares; 2025Q1: 12,476 shares; 2025Q2: 12,021 shares; 2025Q3: 24,787 shares; 2025Q4: 24,408 shares; 2026Q1: 9,712 shares 9,712 $856K 0.09% -14,696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,103 shares; 2025Q4: 15,113 shares; 2026Q1: 14,330 shares 14,330 $839K 0.09% -783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 2,130 shares; 2026Q1: 2,480 shares 2,480 $838K 0.09% +350 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,101 shares; 2025Q1: 3,079 shares; 2025Q2: 3,085 shares; 2025Q3: 3,021 shares; 2025Q4: 3,413 shares; 2026Q1: 3,358 shares 3,358 $820K 0.09% -55 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 3,539 shares; 2025Q1: 3,537 shares; 2025Q2: 3,161 shares; 2025Q3: 3,146 shares; 2025Q4: 2,990 shares; 2026Q1: 2,814 shares 2,814 $817K 0.09% -176 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 34,406 shares; 2025Q1: 42,283 shares; 2025Q2: 46,994 shares; 2025Q3: 46,312 shares; 2025Q4: 42,754 shares; 2026Q1: 40,162 shares 40,162 $805K 0.09% -2,592 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,580 shares; 2024Q4: 18,331 shares; 2025Q1: 21,666 shares; 2025Q2: 22,481 shares; 2025Q3: 24,065 shares; 2025Q4: 20,519 shares; 2026Q1: 18,405 shares 18,405 $803K 0.09% -2,114 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: 5,462 shares; 2025Q4: 6,364 shares; 2026Q1: 5,675 shares 5,675 $772K 0.08% -689 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 13,294 shares; 2025Q1: 17,484 shares; 2025Q2: 19,093 shares; 2025Q3: 17,462 shares; 2025Q4: 18,728 shares; 2026Q1: 18,478 shares 18,478 $770K 0.08% -250 Timeline TDVI 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: 21,996 shares; 2025Q4: 29,950 shares; 2026Q1: 28,844 shares 28,844 $766K 0.08% -1,106 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 21,150 shares; 2025Q3: 22,010 shares; 2025Q4: 22,310 shares; 2026Q1: 23,910 shares 23,910 $736K 0.08% +1,600 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: 3,975 shares; 2024Q4: 3,589 shares; 2025Q1: 3,601 shares; 2025Q2: 3,602 shares; 2025Q3: 4,535 shares; 2025Q4: 4,502 shares; 2026Q1: 4,952 shares 4,952 $729K 0.08% +450 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,415 shares; 2025Q4: 28,733 shares; 2026Q1: 24,126 shares 24,126 $725K 0.08% -4,607 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,129 shares; 2024Q4: 25,853 shares; 2025Q1: 27,400 shares; 2025Q2: 29,307 shares; 2025Q3: 29,379 shares; 2025Q4: 29,415 shares; 2026Q1: 29,592 shares 29,592 $718K 0.08% +177 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,714 shares; 2024Q4: 29,715 shares; 2025Q1: 27,939 shares; 2025Q2: 24,109 shares; 2025Q3: 25,853 shares; 2025Q4: 25,192 shares; 2026Q1: 24,839 shares 24,839 $713K 0.08% -353 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 6,423 shares; 2025Q1: 5,935 shares; 2025Q2: 5,216 shares; 2025Q3: 5,081 shares; 2025Q4: 4,813 shares; 2026Q1: 4,918 shares 4,918 $711K 0.08% +105 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: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 3,945 shares; 2025Q4: 4,835 shares; 2026Q1: 4,293 shares 4,293 $702K 0.08% -542 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,561 shares; 2025Q1: 12,619 shares; 2025Q2: 13,672 shares; 2025Q3: 15,047 shares; 2025Q4: 16,970 shares; 2026Q1: 17,196 shares 17,196 $690K 0.07% +226 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: 2,389 shares; 2024Q4: 2,622 shares; 2025Q1: 2,539 shares; 2025Q2: 2,591 shares; 2025Q3: 3,116 shares; 2025Q4: 3,100 shares; 2026Q1: 2,999 shares 2,999 $689K 0.07% -101 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: 742 shares; 2024Q4: 640 shares; 2025Q1: 633 shares; 2025Q2: 942 shares; 2025Q3: 968 shares; 2025Q4: 980 shares; 2026Q1: 690 shares 690 $688K 0.07% -290 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,423 shares; 2025Q1: 5,423 shares; 2025Q2: 4,715 shares; 2025Q3: 4,770 shares; 2025Q4: 4,825 shares; 2026Q1: 4,800 shares 4,800 $679K 0.07% -25 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 651 shares; 2025Q4: 701 shares; 2026Q1: 757 shares 757 $677K 0.07% +56 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: 2,605 shares; 2024Q4: 2,549 shares; 2025Q1: 2,548 shares; 2025Q2: 2,623 shares; 2025Q3: 2,593 shares; 2025Q4: 2,598 shares; 2026Q1: 1,969 shares 1,969 $676K 0.07% -629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,171 shares; 2025Q3: 60,796 shares; 2025Q4: 63,105 shares; 2026Q1: 67,383 shares 67,383 $676K 0.07% +4,278 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,202 shares; 2025Q1: 7,202 shares; 2025Q2: 7,277 shares; 2025Q3: 7,281 shares; 2025Q4: 7,606 shares; 2026Q1: 7,261 shares 7,261 $673K 0.07% -345 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 18,161 shares; 2025Q1: 18,051 shares; 2025Q2: 18,965 shares; 2025Q3: 19,840 shares; 2025Q4: 21,148 shares; 2026Q1: 21,086 shares 21,086 $671K 0.07% -62 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: 10,277 shares; 2024Q4: 11,588 shares; 2025Q1: 12,140 shares; 2025Q2: 14,526 shares; 2025Q3: 16,230 shares; 2025Q4: 16,096 shares; 2026Q1: 13,735 shares 13,735 $670K 0.07% -2,361 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: 3,211 shares; 2024Q4: 1,409 shares; 2025Q1: 805 shares; 2025Q2: 1,262 shares; 2025Q3: 1,096 shares; 2025Q4: 1,073 shares; 2026Q1: 945 shares 945 $669K 0.07% -128 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: 11,007 shares; 2024Q4: 4,015 shares; 2025Q1: 3,719 shares; 2025Q2: 3,230 shares; 2025Q3: 3,464 shares; 2025Q4: 3,703 shares; 2026Q1: 3,437 shares 3,437 $667K 0.07% -266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,182 shares; 2025Q4: 7,520 shares; 2026Q1: 7,139 shares 7,139 $662K 0.07% -381 Timeline UFOX 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: 9,090 shares; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,910 shares; 2025Q4: 9,710 shares; 2026Q1: 9,710 shares 9,710 $662K 0.07% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,768 shares; 2025Q2: 7,110 shares; 2025Q3: 8,549 shares; 2025Q4: 8,968 shares; 2026Q1: 8,945 shares 8,945 $655K 0.07% -23 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: 7,944 shares; 2024Q4: 7,428 shares; 2025Q1: 8,246 shares; 2025Q2: 7,130 shares; 2025Q3: 7,080 shares; 2025Q4: 6,865 shares; 2026Q1: 6,693 shares 6,693 $650K 0.07% -172 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,373 shares; 2024Q4: 17,235 shares; 2025Q1: 17,511 shares; 2025Q2: 17,315 shares; 2025Q3: 17,480 shares; 2025Q4: 17,628 shares; 2026Q1: 17,454 shares 17,454 $649K 0.07% -174 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: 662 shares; 2025Q1: 763 shares; 2025Q2: 777 shares; 2025Q3: 768 shares; 2025Q4: 766 shares; 2026Q1: 673 shares 673 $647K 0.07% -93 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,651 shares; 2025Q1: 2,288 shares; 2025Q2: 1,920 shares; 2025Q3: 1,880 shares; 2025Q4: 1,830 shares; 2026Q1: 1,781 shares 1,781 $647K 0.07% -49 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: 3,626 shares; 2024Q4: 2,878 shares; 2025Q1: 2,953 shares; 2025Q2: 2,416 shares; 2025Q3: 2,710 shares; 2025Q4: 3,971 shares; 2026Q1: 3,907 shares 3,907 $646K 0.07% -64 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 42,856 shares; 2026Q1: 51,319 shares 51,319 $642K 0.07% +8,463 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 3,891 shares; 2025Q1: 3,974 shares; 2025Q2: 3,885 shares; 2025Q3: 8,793 shares; 2025Q4: 9,812 shares; 2026Q1: 9,053 shares 9,053 $631K 0.07% -759 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,210 shares; 2024Q4: 11,314 shares; 2025Q1: 13,349 shares; 2025Q2: 8,171 shares; 2025Q3: 8,265 shares; 2025Q4: 7,695 shares; 2026Q1: 7,702 shares 7,702 $631K 0.07% +7 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: not reported; 2024Q4: not reported; 2025Q1: 63,399 shares; 2025Q2: not reported; 2025Q3: 65,544 shares; 2025Q4: 78,409 shares; 2026Q1: 17,792 shares 17,792 $631K 0.07% -60,617 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: 5,519 shares; 2024Q4: 4,989 shares; 2025Q1: 4,105 shares; 2025Q2: 5,633 shares; 2025Q3: 3,920 shares; 2025Q4: 4,047 shares; 2026Q1: 3,939 shares 3,939 $629K 0.07% -108 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,063 shares; 2025Q1: 5,474 shares; 2025Q2: 5,300 shares; 2025Q3: 7,554 shares; 2025Q4: 5,071 shares; 2026Q1: 4,791 shares 4,791 $627K 0.07% -280 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 299 shares; 2026Q1: 474 shares 474 $626K 0.07% +175 Timeline BGDV 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: 24,745 shares; 2026Q1: 22,800 shares 22,800 $625K 0.07% -1,945 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: 32,635 shares; 2024Q4: 31,375 shares; 2025Q1: 28,613 shares; 2025Q2: 27,548 shares; 2025Q3: 27,918 shares; 2025Q4: 27,018 shares; 2026Q1: 27,715 shares 27,715 $623K 0.07% +697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 5,695 shares; 2026Q1: 6,442 shares 6,442 $622K 0.07% +747 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 11,949 shares; 2025Q4: 13,989 shares; 2026Q1: 15,706 shares 15,706 $620K 0.07% +1,717 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: 5,722 shares; 2024Q4: 5,199 shares; 2025Q1: 4,956 shares; 2025Q2: 4,938 shares; 2025Q3: 5,341 shares; 2025Q4: 5,102 shares; 2026Q1: 4,684 shares 4,684 $614K 0.07% -418 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: 2,437 shares; 2024Q4: 4,101 shares; 2025Q1: 3,327 shares; 2025Q2: 3,306 shares; 2025Q3: 3,311 shares; 2025Q4: 3,300 shares; 2026Q1: 3,365 shares 3,365 $610K 0.07% +65 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 15,950 shares; 2025Q1: 16,950 shares; 2025Q2: 25,494 shares; 2025Q3: 27,745 shares; 2025Q4: 28,785 shares; 2026Q1: 28,789 shares 28,789 $597K 0.06% +4 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,150 shares; 2025Q1: 27,150 shares; 2025Q2: 31,150 shares; 2025Q3: 34,261 shares; 2025Q4: 34,261 shares; 2026Q1: 34,261 shares 34,261 $595K 0.06% 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: 1,553 shares; 2024Q4: 1,564 shares; 2025Q1: 1,512 shares; 2025Q2: 1,633 shares; 2025Q3: 1,758 shares; 2025Q4: 1,767 shares; 2026Q1: 1,848 shares 1,848 $588K 0.06% +81 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 15,603 shares; 2025Q1: 17,980 shares; 2025Q2: 19,335 shares; 2025Q3: 21,550 shares; 2025Q4: 27,292 shares; 2026Q1: 32,384 shares 32,384 $584K 0.06% +5,092 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: 4,714 shares; 2024Q4: 4,342 shares; 2025Q1: 5,009 shares; 2025Q2: 5,112 shares; 2025Q3: 5,471 shares; 2025Q4: 5,096 shares; 2026Q1: 4,419 shares 4,419 $579K 0.06% -677 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: 2,663 shares; 2024Q4: 2,813 shares; 2025Q1: 3,258 shares; 2025Q2: 1,394 shares; 2025Q3: 2,903 shares; 2025Q4: 2,900 shares; 2026Q1: 2,909 shares 2,909 $579K 0.06% +9 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: 4,026 shares; 2024Q4: 3,649 shares; 2025Q1: 2,915 shares; 2025Q2: 2,866 shares; 2025Q3: 2,847 shares; 2025Q4: 2,729 shares; 2026Q1: 2,732 shares 2,732 $577K 0.06% +3 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,067 shares; 2025Q2: 28,369 shares; 2025Q3: 24,074 shares; 2025Q4: 26,327 shares; 2026Q1: 22,941 shares 22,941 $574K 0.06% -3,386 Timeline DURA 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: 16,064 shares; 2024Q4: 15,825 shares; 2025Q1: 15,624 shares; 2025Q2: 15,694 shares; 2025Q3: 15,520 shares; 2025Q4: 15,673 shares; 2026Q1: 15,273 shares 15,273 $572K 0.06% -400 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 9,439 shares; 2025Q4: 9,653 shares; 2026Q1: 11,270 shares 11,270 $570K 0.06% +1,617 Timeline MDIV 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: 25,495 shares; 2024Q4: 25,495 shares; 2025Q1: 25,495 shares; 2025Q2: 25,495 shares; 2025Q3: 32,117 shares; 2025Q4: 34,989 shares; 2026Q1: 35,038 shares 35,038 $567K 0.06% +49 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 11,726 shares; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares; 2026Q1: 14,526 shares 14,526 $564K 0.06% +3,774 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,200 shares; 2025Q2: 5,150 shares; 2025Q3: 5,000 shares; 2025Q4: 4,850 shares; 2026Q1: 4,650 shares 4,650 $561K 0.06% -200 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 9,813 shares; 2025Q1: 12,079 shares; 2025Q2: 11,997 shares; 2025Q3: 11,875 shares; 2025Q4: 9,585 shares; 2026Q1: 8,883 shares 8,883 $554K 0.06% -702 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,189 shares; 2025Q2: 3,800 shares; 2025Q3: 4,037 shares; 2025Q4: 5,527 shares; 2026Q1: 5,720 shares 5,720 $552K 0.06% +193 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: 6,418 shares; 2024Q4: 8,057 shares; 2025Q1: 8,285 shares; 2025Q2: 8,177 shares; 2025Q3: 9,185 shares; 2025Q4: 8,286 shares; 2026Q1: 8,032 shares 8,032 $546K 0.06% -254 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: 1,308 shares; 2024Q4: 1,112 shares; 2025Q1: 827 shares; 2025Q2: 1,681 shares; 2025Q3: 1,910 shares; 2025Q4: 1,940 shares; 2026Q1: 1,653 shares 1,653 $544K 0.06% -287 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: 7,211 shares; 2024Q4: 6,604 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 4,100 shares; 2025Q4: 6,258 shares; 2026Q1: 5,589 shares 5,589 $543K 0.06% -669 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: 20,667 shares; 2024Q4: 18,486 shares; 2025Q1: 17,078 shares; 2025Q2: 14,070 shares; 2025Q3: 12,380 shares; 2025Q4: 11,957 shares; 2026Q1: 12,246 shares 12,246 $540K 0.06% +289 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: 2,501 shares; 2024Q4: 3,282 shares; 2025Q1: 3,221 shares; 2025Q2: 2,557 shares; 2025Q3: 2,441 shares; 2025Q4: 2,348 shares; 2026Q1: 2,385 shares 2,385 $539K 0.06% +37 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: 11,344 shares; 2024Q4: 7,101 shares; 2025Q1: 6,137 shares; 2025Q2: 6,567 shares; 2025Q3: 6,559 shares; 2025Q4: 7,422 shares; 2026Q1: 6,716 shares 6,716 $535K 0.06% -706 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: 2,526 shares; 2024Q4: 5,014 shares; 2025Q1: 5,939 shares; 2025Q2: 6,944 shares; 2025Q3: 6,382 shares; 2025Q4: 6,565 shares; 2026Q1: 6,622 shares 6,622 $533K 0.06% +57 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: 6,582 shares; 2024Q4: 5,801 shares; 2025Q1: 5,907 shares; 2025Q2: 6,521 shares; 2025Q3: 5,265 shares; 2025Q4: 5,433 shares; 2026Q1: 5,479 shares 5,479 $529K 0.06% +46 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 11,698 shares; 2026Q1: 7,947 shares 7,947 $528K 0.06% -3,751 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,861 shares; 2025Q2: 8,186 shares; 2025Q3: 7,989 shares; 2025Q4: 7,372 shares; 2026Q1: 7,248 shares 7,248 $527K 0.06% -124 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 12,840 shares; 2025Q1: 13,375 shares; 2025Q2: 17,975 shares; 2025Q3: 13,825 shares; 2025Q4: 13,425 shares; 2026Q1: 10,600 shares 10,600 $526K 0.06% -2,825 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,665 shares; 2024Q4: 9,679 shares; 2025Q1: 11,247 shares; 2025Q2: 11,143 shares; 2025Q3: 11,679 shares; 2025Q4: 12,320 shares; 2026Q1: 12,493 shares 12,493 $525K 0.06% +173 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,681 shares; 2026Q1: 14,244 shares 14,244 $511K 0.05% +4,563 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: 8,164 shares; 2024Q4: 6,654 shares; 2025Q1: 6,626 shares; 2025Q2: 6,108 shares; 2025Q3: 6,559 shares; 2025Q4: 6,367 shares; 2026Q1: 3,926 shares 3,926 $506K 0.05% -2,441 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: 7,176 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,156 shares; 2025Q3: 6,166 shares; 2025Q4: 7,771 shares; 2026Q1: 7,395 shares 7,395 $504K 0.05% -376 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: 8,036 shares; 2024Q4: 21,261 shares; 2025Q1: 33,621 shares; 2025Q2: 22,448 shares; 2025Q3: 20,828 shares; 2025Q4: 12,283 shares; 2026Q1: 10,977 shares 10,977 $501K 0.05% -1,306 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,934 shares; 2024Q4: 35,585 shares; 2025Q1: 34,779 shares; 2025Q2: 30,756 shares; 2025Q3: 30,719 shares; 2025Q4: 29,821 shares; 2026Q1: 26,997 shares 26,997 $501K 0.05% -2,824 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,088 shares; 2025Q4: 983 shares; 2026Q1: 909 shares 909 $495K 0.05% -74 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: 982 shares; 2024Q4: 976 shares; 2025Q1: 879 shares; 2025Q2: 853 shares; 2025Q3: 980 shares; 2025Q4: 969 shares; 2026Q1: 988 shares 988 $494K 0.05% +19 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 5,508 shares; 2025Q1: 5,968 shares; 2025Q2: 4,913 shares; 2025Q3: 4,871 shares; 2025Q4: 4,680 shares; 2026Q1: 4,594 shares 4,594 $491K 0.05% -86 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: not reported; 2024Q4: not reported; 2025Q1: 4,478 shares; 2025Q2: 4,936 shares; 2025Q3: 4,966 shares; 2025Q4: 5,644 shares; 2026Q1: 5,774 shares 5,774 $488K 0.05% +130 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: 1,731 shares; 2024Q4: 1,594 shares; 2025Q1: 1,507 shares; 2025Q2: 1,555 shares; 2025Q3: 2,968 shares; 2025Q4: 2,232 shares; 2026Q1: 2,062 shares 2,062 $487K 0.05% -170 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: 1,402 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 2,272 shares; 2026Q1: 2,386 shares 2,386 $485K 0.05% +114 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: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,250 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,923 shares; 2026Q1: 4,514 shares 4,514 $479K 0.05% +1,591 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 5,653 shares; 2025Q1: 4,762 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,809 shares; 2026Q1: 3,809 shares 3,809 $477K 0.05% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,358 shares; 2025Q2: 6,358 shares; 2025Q3: 8,458 shares; 2025Q4: 7,558 shares; 2026Q1: 7,558 shares 7,558 $472K 0.05% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN 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: 7,158 shares; 2025Q3: 10,287 shares; 2025Q4: 9,118 shares; 2026Q1: 8,938 shares 8,938 $472K 0.05% -180 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares; 2026Q1: 4,411 shares 4,411 $468K 0.05% 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: 1,108 shares; 2024Q4: 1,033 shares; 2025Q1: 1,031 shares; 2025Q2: 1,011 shares; 2025Q3: 1,137 shares; 2025Q4: 1,415 shares; 2026Q1: 1,419 shares 1,419 $466K 0.05% +4 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,612 shares; 2025Q1: 7,078 shares; 2025Q2: 6,725 shares; 2025Q3: 7,111 shares; 2025Q4: 7,061 shares; 2026Q1: 7,064 shares 7,064 $466K 0.05% +3 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,526 shares; 2025Q1: 2,625 shares; 2025Q2: 2,442 shares; 2025Q3: 2,531 shares; 2025Q4: 2,986 shares; 2026Q1: 2,275 shares 2,275 $465K 0.05% -711 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,507 shares; 2025Q4: 4,208 shares; 2026Q1: 4,679 shares 4,679 $463K 0.05% +471 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 3,309 shares; 2025Q1: 3,468 shares; 2025Q2: 2,897 shares; 2025Q3: 2,782 shares; 2025Q4: 2,627 shares; 2026Q1: 2,475 shares 2,475 $457K 0.05% -152 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: 1,818 shares; 2026Q1: 1,816 shares 1,816 $455K 0.05% -2 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: 832 shares; 2024Q4: 744 shares; 2025Q1: 769 shares; 2025Q2: 752 shares; 2025Q3: 1,103 shares; 2025Q4: 1,158 shares; 2026Q1: 1,268 shares 1,268 $454K 0.05% +110 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: 2,705 shares; 2024Q4: 2,576 shares; 2025Q1: 2,017 shares; 2025Q2: 2,639 shares; 2025Q3: 2,162 shares; 2025Q4: 2,034 shares; 2026Q1: 1,675 shares 1,675 $453K 0.05% -359 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,577 shares; 2024Q4: 8,117 shares; 2025Q1: 8,149 shares; 2025Q2: 8,311 shares; 2025Q3: 8,375 shares; 2025Q4: 8,430 shares; 2026Q1: 8,387 shares 8,387 $446K 0.05% -43 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 7,776 shares; 2025Q1: 8,142 shares; 2025Q2: 6,794 shares; 2025Q3: 6,700 shares; 2025Q4: 6,379 shares; 2026Q1: 6,270 shares 6,270 $446K 0.05% -109 Timeline EEM 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: 9,985 shares; 2024Q4: 9,185 shares; 2025Q1: 7,594 shares; 2025Q2: 7,873 shares; 2025Q3: 7,873 shares; 2025Q4: 7,859 shares; 2026Q1: 7,810 shares 7,810 $444K 0.05% -49 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 7,296 shares; 2025Q1: 7,071 shares; 2025Q2: 7,978 shares; 2025Q3: 8,553 shares; 2025Q4: 8,945 shares; 2026Q1: 8,602 shares 8,602 $442K 0.05% -343 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 3,824 shares; 2025Q1: 3,850 shares; 2025Q2: 3,288 shares; 2025Q3: 3,199 shares; 2025Q4: 3,436 shares; 2026Q1: 3,234 shares 3,234 $440K 0.05% -202 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: 2,100 shares; 2024Q4: 836 shares; 2025Q1: 571 shares; 2025Q2: 1,442 shares; 2025Q3: 780 shares; 2025Q4: 801 shares; 2026Q1: 772 shares 772 $435K 0.05% -29 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 26,881 shares; 2025Q1: 25,948 shares; 2025Q2: 24,119 shares; 2025Q3: 23,944 shares; 2025Q4: 23,520 shares; 2026Q1: 22,555 shares 22,555 $434K 0.05% -965 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: 85,110 shares; 2024Q4: 58,146 shares; 2025Q1: 52,668 shares; 2025Q2: 48,338 shares; 2025Q3: 52,858 shares; 2025Q4: 49,658 shares; 2026Q1: 42,428 shares 42,428 $432K 0.05% -7,230 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,330 shares; 2025Q1: 3,181 shares; 2025Q2: 2,789 shares; 2025Q3: 2,767 shares; 2025Q4: 2,655 shares; 2026Q1: 2,626 shares 2,626 $429K 0.05% -29 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,040 shares; 2025Q1: 6,889 shares; 2025Q2: 6,921 shares; 2025Q3: 6,229 shares; 2025Q4: 5,934 shares; 2026Q1: 5,115 shares 5,115 $428K 0.05% -819 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,905 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 3,383 shares; 2025Q4: 3,378 shares; 2026Q1: 3,251 shares 3,251 $426K 0.05% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 928 shares; 2026Q1: 1,089 shares 1,089 $425K 0.05% +161 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 18,435 shares; 2025Q4: 18,455 shares; 2026Q1: 18,508 shares 18,508 $425K 0.05% +53 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: 5,637 shares; 2024Q4: 7,037 shares; 2025Q1: 5,039 shares; 2025Q2: 4,293 shares; 2025Q3: 5,175 shares; 2025Q4: 5,040 shares; 2026Q1: 4,410 shares 4,410 $425K 0.05% -630 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,423 shares; 2025Q1: 6,957 shares; 2025Q2: 7,552 shares; 2025Q3: 7,576 shares; 2025Q4: 9,903 shares; 2026Q1: 9,801 shares 9,801 $423K 0.05% -102 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,049 shares; 2025Q2: 20,469 shares; 2025Q3: 17,346 shares; 2025Q4: 16,152 shares; 2026Q1: 15,995 shares 15,995 $418K 0.04% -157 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,693 shares; 2025Q1: 4,452 shares; 2025Q2: 4,472 shares; 2025Q3: 4,367 shares; 2025Q4: 4,384 shares; 2026Q1: 4,309 shares 4,309 $417K 0.04% -75 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: 965 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 863 shares; 2025Q3: 926 shares; 2025Q4: 1,182 shares; 2026Q1: 1,201 shares 1,201 $415K 0.04% +19 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 922 shares; 2025Q1: 1,023 shares; 2025Q2: 894 shares; 2025Q3: 899 shares; 2025Q4: 1,217 shares; 2026Q1: 1,400 shares 1,400 $414K 0.04% +183 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 9,495 shares; 2025Q1: 8,903 shares; 2025Q2: 7,723 shares; 2025Q3: 6,717 shares; 2025Q4: 6,513 shares; 2026Q1: 6,438 shares 6,438 $413K 0.04% -75 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: 11,459 shares; 2024Q4: 10,240 shares; 2025Q1: 8,926 shares; 2025Q2: 4,432 shares; 2025Q3: 3,900 shares; 2025Q4: 3,886 shares; 2026Q1: 2,955 shares 2,955 $412K 0.04% -931 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: 2,012 shares; 2024Q4: 1,343 shares; 2025Q1: 1,340 shares; 2025Q2: 2,157 shares; 2025Q3: 2,073 shares; 2025Q4: 2,052 shares; 2026Q1: 1,977 shares 1,977 $411K 0.04% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,561 shares; 2025Q4: 4,599 shares; 2026Q1: 4,346 shares 4,346 $411K 0.04% -253 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,225 shares; 2025Q1: 5,096 shares; 2025Q2: 4,989 shares; 2025Q3: 5,062 shares; 2025Q4: 7,070 shares; 2026Q1: 7,149 shares 7,149 $408K 0.04% +79 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: 2,288 shares; 2026Q1: 3,798 shares 3,798 $408K 0.04% +1,510 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 8,023 shares; 2025Q1: 8,353 shares; 2025Q2: 9,066 shares; 2025Q3: 9,327 shares; 2025Q4: 5,845 shares; 2026Q1: 5,824 shares 5,824 $404K 0.04% -21 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,307 shares; 2025Q1: 20,742 shares; 2025Q2: 20,742 shares; 2025Q3: 39,726 shares; 2025Q4: 39,545 shares; 2026Q1: 31,176 shares 31,176 $401K 0.04% -8,369 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,264 shares; 2025Q1: 1,876 shares; 2025Q2: not reported; 2025Q3: 2,461 shares; 2025Q4: 2,966 shares; 2026Q1: 2,614 shares 2,614 $399K 0.04% -352 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 10,159 shares; 2025Q1: 8,573 shares; 2025Q2: 7,373 shares; 2025Q3: 6,942 shares; 2025Q4: 5,509 shares; 2026Q1: 5,490 shares 5,490 $394K 0.04% -19 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,009 shares; 2026Q1: 20,009 shares 20,009 $391K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,173 shares; 2025Q4: 7,948 shares; 2026Q1: 7,307 shares 7,307 $390K 0.04% -641 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 8,724 shares; 2025Q1: 3,754 shares; 2025Q2: 3,586 shares; 2025Q3: 3,766 shares; 2025Q4: 3,747 shares; 2026Q1: 3,544 shares 3,544 $389K 0.04% -203 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: 4,237 shares; 2024Q4: 2,883 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 3,122 shares; 2025Q4: 2,733 shares; 2026Q1: 1,807 shares 1,807 $389K 0.04% -926 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 5,216 shares; 2025Q1: 4,714 shares; 2025Q2: 4,204 shares; 2025Q3: 3,756 shares; 2025Q4: 3,846 shares; 2026Q1: 3,852 shares 3,852 $388K 0.04% +6 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: not reported; 2024Q4: not reported; 2025Q1: 8,011 shares; 2025Q2: 9,018 shares; 2025Q3: 8,578 shares; 2025Q4: 8,995 shares; 2026Q1: 8,483 shares 8,483 $386K 0.04% -512 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,992 shares; 2025Q1: 13,962 shares; 2025Q2: 14,052 shares; 2025Q3: 14,247 shares; 2025Q4: 19,951 shares; 2026Q1: 20,924 shares 20,924 $384K 0.04% +973 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,861 shares; 2025Q3: 6,610 shares; 2025Q4: 7,952 shares; 2026Q1: 9,559 shares 9,559 $384K 0.04% +1,607 Timeline XSMO 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: 3,954 shares; 2026Q1: 4,991 shares 4,991 $379K 0.04% +1,037 Timeline IUSV 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: 3,397 shares; 2025Q4: 3,580 shares; 2026Q1: 3,681 shares 3,681 $376K 0.04% +101 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,317 shares; 2025Q4: 15,489 shares; 2026Q1: 16,233 shares 16,233 $372K 0.04% +744 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: 7,898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 3,512 shares; 2026Q1: 4,982 shares 4,982 $367K 0.04% +1,470 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 1,849 shares; 2025Q1: 1,860 shares; 2025Q2: 2,088 shares; 2025Q3: 3,789 shares; 2025Q4: 2,023 shares; 2026Q1: 1,960 shares 1,960 $366K 0.04% -63 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,749 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,489 shares; 2025Q3: 5,159 shares; 2025Q4: 5,048 shares; 2026Q1: 4,582 shares 4,582 $364K 0.04% -466 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: 5,704 shares; 2024Q4: 5,321 shares; 2025Q1: 4,496 shares; 2025Q2: 4,595 shares; 2025Q3: 4,622 shares; 2025Q4: 4,476 shares; 2026Q1: 4,493 shares 4,493 $364K 0.04% +17 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,296 shares; 2025Q2: 2,271 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,290 shares 2,290 $364K 0.04% -28 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,970 shares; 2024Q4: 15,230 shares; 2025Q1: 14,175 shares; 2025Q2: 10,412 shares; 2025Q3: 9,140 shares; 2025Q4: 8,239 shares; 2026Q1: 8,239 shares 8,239 $360K 0.04% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,612 shares; 2025Q4: 4,482 shares; 2026Q1: 4,632 shares 4,632 $359K 0.04% +150 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: 1,257 shares; 2024Q4: 1,174 shares; 2025Q1: 1,098 shares; 2025Q2: 1,133 shares; 2025Q3: 1,396 shares; 2025Q4: 1,442 shares; 2026Q1: 1,783 shares 1,783 $354K 0.04% +341 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 883 shares; 2026Q1: 865 shares 865 $352K 0.04% -18 Timeline MDYG 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: 3,636 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652 $350K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 1,428 shares; 2025Q1: 1,630 shares; 2025Q2: 1,530 shares; 2025Q3: 2,445 shares; 2025Q4: 2,597 shares; 2026Q1: 2,183 shares 2,183 $350K 0.04% -414 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 4,017 shares; 2025Q1: 2,973 shares; 2025Q2: 2,602 shares; 2025Q3: 2,573 shares; 2025Q4: 2,406 shares; 2026Q1: 2,409 shares 2,409 $350K 0.04% +3 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 7,608 shares; 2025Q4: 9,407 shares; 2026Q1: 10,157 shares 10,157 $350K 0.04% +750 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,560 shares 2,560 $347K 0.04% -240 Timeline NEAR 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: 7,071 shares; 2024Q4: 7,071 shares; 2025Q1: 6,446 shares; 2025Q2: 6,752 shares; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares; 2026Q1: 6,752 shares 6,752 $343K 0.04% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $342K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,201 shares; 2026Q1: 13,406 shares 13,406 $342K 0.04% +205 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $342K 0.04% 0 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,140 shares; 2025Q2: 24,450 shares; 2025Q3: 20,495 shares; 2025Q4: 19,541 shares; 2026Q1: 14,793 shares 14,793 $340K 0.04% -4,748 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,015 shares; 2026Q1: 4,487 shares 4,487 $336K 0.04% -3,528 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,798 shares; 2025Q1: 1,744 shares; 2025Q2: 1,674 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares 2,099 $334K 0.04% 0 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: 21,555 shares; 2024Q4: 12,997 shares; 2025Q1: 4,320 shares; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: 5,970 shares; 2026Q1: 5,176 shares 5,176 $332K 0.04% -794 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: 6,737 shares; 2024Q4: 1,850 shares; 2025Q1: 2,173 shares; 2025Q2: 1,905 shares; 2025Q3: 3,174 shares; 2025Q4: 2,159 shares; 2026Q1: 1,167 shares 1,167 $331K 0.04% -992 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,393 shares; 2026Q1: 3,486 shares 3,486 $327K 0.03% +1,093 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,510 shares; 2025Q4: 6,370 shares; 2026Q1: 9,491 shares 9,491 $325K 0.03% +3,121 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 12,464 shares; 2025Q1: 11,897 shares; 2025Q2: 11,589 shares; 2025Q3: 10,673 shares; 2025Q4: 10,675 shares; 2026Q1: 10,677 shares 10,677 $325K 0.03% +2 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: 602 shares; 2024Q4: 591 shares; 2025Q1: 640 shares; 2025Q2: 574 shares; 2025Q3: 553 shares; 2025Q4: 472 shares; 2026Q1: 476 shares 476 $325K 0.03% +4 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,774 shares; 2025Q3: 7,451 shares; 2025Q4: 7,386 shares; 2026Q1: 7,219 shares 7,219 $324K 0.03% -167 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 3,643 shares; 2025Q1: 3,962 shares; 2025Q2: 4,852 shares; 2025Q3: 6,574 shares; 2025Q4: 8,044 shares; 2026Q1: 8,615 shares 8,615 $321K 0.03% +571 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: 1,521 shares; 2026Q1: 1,672 shares 1,672 $321K 0.03% +151 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,322 shares; 2026Q1: 2,744 shares 2,744 $317K 0.03% -578 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,232 shares; 2025Q2: 4,890 shares; 2025Q3: 4,777 shares; 2025Q4: 4,355 shares; 2026Q1: 4,174 shares 4,174 $316K 0.03% -181 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 9,572 shares; 2025Q4: 9,640 shares; 2026Q1: 9,436 shares 9,436 $312K 0.03% -204 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,039 shares; 2025Q4: 5,110 shares; 2026Q1: 5,306 shares 5,306 $310K 0.03% +196 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,364 shares; 2025Q1: 1,436 shares; 2025Q2: 1,468 shares; 2025Q3: 1,508 shares; 2025Q4: 1,484 shares; 2026Q1: 1,495 shares 1,495 $310K 0.03% +11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 786 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares; 2026Q1: 868 shares 868 $309K 0.03% -395 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $309K 0.03% 0 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: 15,218 shares; 2025Q2: 16,168 shares; 2025Q3: 17,937 shares; 2025Q4: 18,076 shares; 2026Q1: 17,918 shares 17,918 $307K 0.03% -158 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 519 shares; 2025Q1: 579 shares; 2025Q2: 508 shares; 2025Q3: 656 shares; 2025Q4: 610 shares; 2026Q1: 625 shares 625 $307K 0.03% +15 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 4,106 shares; 2025Q1: 4,658 shares; 2025Q2: 4,007 shares; 2025Q3: 3,800 shares; 2025Q4: 4,047 shares; 2026Q1: 5,314 shares 5,314 $306K 0.03% +1,267 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: 3,170 shares; 2024Q4: 2,977 shares; 2025Q1: 3,196 shares; 2025Q2: 2,527 shares; 2025Q3: 2,494 shares; 2025Q4: 2,423 shares; 2026Q1: 2,336 shares 2,336 $306K 0.03% -87 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 5,945 shares; 2025Q3: 5,945 shares; 2025Q4: 5,795 shares; 2026Q1: 5,790 shares 5,790 $306K 0.03% -5 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 6,577 shares; 2025Q1: 6,360 shares; 2025Q2: 5,829 shares; 2025Q3: 3,662 shares; 2025Q4: 3,060 shares; 2026Q1: 3,063 shares 3,063 $302K 0.03% +3 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: 2,025 shares; 2026Q1: 1,678 shares 1,678 $301K 0.03% -347 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,309 shares; 2025Q2: 6,010 shares; 2025Q3: 5,985 shares; 2025Q4: 5,373 shares; 2026Q1: 5,927 shares 5,927 $300K 0.03% +554 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: 5,908 shares; 2026Q1: 5,253 shares 5,253 $299K 0.03% -655 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,142 shares; 2024Q4: 27,158 shares; 2025Q1: 31,886 shares; 2025Q2: 26,634 shares; 2025Q3: 26,566 shares; 2025Q4: 22,349 shares; 2026Q1: 23,063 shares 23,063 $296K 0.03% +714 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,906 shares; 2024Q4: 19,795 shares; 2025Q1: 27,181 shares; 2025Q2: 20,316 shares; 2025Q3: 18,620 shares; 2025Q4: 19,825 shares; 2026Q1: 16,998 shares 16,998 $293K 0.03% -2,827 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS 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: 2,729 shares; 2025Q4: 4,017 shares; 2026Q1: 4,017 shares 4,017 $293K 0.03% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,032 shares; 2025Q1: 4,707 shares; 2025Q2: 4,354 shares; 2025Q3: 5,748 shares; 2025Q4: 4,657 shares; 2026Q1: 4,566 shares 4,566 $293K 0.03% -91 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,506 shares; 2025Q1: 5,498 shares; 2025Q2: 5,498 shares; 2025Q3: 5,498 shares; 2025Q4: 5,498 shares; 2026Q1: 5,498 shares 5,498 $288K 0.03% 0 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: 17,923 shares; 2026Q1: 17,326 shares 17,326 $288K 0.03% -597 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: 50,470 shares; 2024Q4: 23,796 shares; 2025Q1: 12,594 shares; 2025Q2: 8,663 shares; 2025Q3: 11,597 shares; 2025Q4: 11,564 shares; 2026Q1: 8,560 shares 8,560 $287K 0.03% -3,004 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 1,920 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares 2,222 $285K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 556 shares; 2025Q4: 541 shares; 2026Q1: 326 shares 326 $285K 0.03% -215 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 2,307 shares 2,307 $283K 0.03% +61 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares 3,545 $279K 0.03% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,296 shares 1,296 $277K 0.03% -304 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: not reported; 2026Q1: 973 shares 973 $276K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,876 shares; 2026Q1: 3,786 shares 3,786 $276K 0.03% -90 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: not reported; 2025Q3: 536 shares; 2025Q4: 313 shares; 2026Q1: 325 shares 325 $275K 0.03% +12 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,098 shares 6,098 $273K 0.03% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,745 shares; 2024Q4: 5,935 shares; 2025Q1: 5,633 shares; 2025Q2: not reported; 2025Q3: 5,520 shares; 2025Q4: 5,260 shares; 2026Q1: 5,460 shares 5,460 $272K 0.03% +200 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,220 shares; 2025Q4: 6,528 shares; 2026Q1: 6,593 shares 6,593 $271K 0.03% +65 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: 3,196 shares; 2024Q4: 2,991 shares; 2025Q1: 2,629 shares; 2025Q2: 2,373 shares; 2025Q3: 2,379 shares; 2025Q4: 2,435 shares; 2026Q1: 2,372 shares 2,372 $268K 0.03% -63 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,312 shares; 2025Q2: 5,325 shares; 2025Q3: 6,232 shares; 2025Q4: 5,227 shares; 2026Q1: 5,570 shares 5,570 $267K 0.03% +343 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: 4,851 shares; 2024Q4: 5,168 shares; 2025Q1: 5,125 shares; 2025Q2: 4,214 shares; 2025Q3: 4,381 shares; 2025Q4: 4,444 shares; 2026Q1: 5,035 shares 5,035 $266K 0.03% +591 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,636 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 2,879 shares 2,879 $265K 0.03% +454 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: 12,244 shares; 2024Q4: 14,684 shares; 2025Q1: 14,671 shares; 2025Q2: 17,284 shares; 2025Q3: 16,374 shares; 2025Q4: 16,633 shares; 2026Q1: 16,827 shares 16,827 $265K 0.03% +194 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: 1,088 shares; 2025Q4: 875 shares; 2026Q1: 765 shares 765 $261K 0.03% -110 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $259K 0.03% 0 Timeline DVYE 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: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $258K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 1,638 shares; 2025Q1: 1,461 shares; 2025Q2: 2,012 shares; 2025Q3: 1,531 shares; 2025Q4: 1,494 shares; 2026Q1: 1,263 shares 1,263 $257K 0.03% -231 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 1,957 shares 1,957 $256K 0.03% +200 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,945 shares 3,945 $253K 0.03% new Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS 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: 7,976 shares; 2026Q1: 8,585 shares 8,585 $253K 0.03% +609 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 884 shares; 2025Q1: 897 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $252K 0.03% 0 Timeline GDX 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: not reported; 2026Q1: 2,732 shares 2,732 $251K 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 5,969 shares; 2025Q1: 6,003 shares; 2025Q2: 6,080 shares; 2025Q3: 6,428 shares; 2025Q4: 6,645 shares; 2026Q1: 5,463 shares 5,463 $250K 0.03% -1,182 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 12,155 shares; 2025Q3: 12,201 shares; 2025Q4: 11,678 shares; 2026Q1: 11,658 shares 11,658 $250K 0.03% -20 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: 1,978 shares; 2024Q4: 1,713 shares; 2025Q1: 1,417 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,267 shares; 2026Q1: 1,333 shares 1,333 $249K 0.03% +66 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: 3,803 shares; 2024Q4: 11,068 shares; 2025Q1: 10,239 shares; 2025Q2: 9,003 shares; 2025Q3: 11,703 shares; 2025Q4: 8,869 shares; 2026Q1: 9,678 shares 9,678 $248K 0.03% +809 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 858 shares 858 $246K 0.03% +24 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 811 shares; 2025Q1: 785 shares; 2025Q2: 889 shares; 2025Q3: 759 shares; 2025Q4: 771 shares; 2026Q1: 752 shares 752 $245K 0.03% -19 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,654 shares; 2025Q2: 8,282 shares; 2025Q3: 6,979 shares; 2025Q4: 6,631 shares; 2026Q1: 6,058 shares 6,058 $244K 0.03% -573 Timeline JMEE 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: 3,528 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares 3,593 $240K 0.03% 0 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: 4,691 shares; 2024Q4: 2,954 shares; 2025Q1: 2,963 shares; 2025Q2: 2,309 shares; 2025Q3: 2,319 shares; 2025Q4: not reported; 2026Q1: 2,349 shares 2,349 $240K 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,821 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares 1,768 $239K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 4,645 shares; 2025Q1: 4,654 shares; 2025Q2: 4,642 shares; 2025Q3: 4,220 shares; 2025Q4: 4,230 shares; 2026Q1: 3,864 shares 3,864 $239K 0.03% -366 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 8,067 shares; 2025Q4: 11,072 shares; 2026Q1: 14,997 shares 14,997 $238K 0.03% +3,925 Timeline VONE 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: 1,228 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 796 shares 796 $235K 0.03% -32 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $235K 0.03% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 5,197 shares; 2026Q1: 5,050 shares 5,050 $234K 0.02% -147 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 6,827 shares; 2025Q1: 5,927 shares; 2025Q2: 5,927 shares; 2025Q3: 5,927 shares; 2025Q4: 4,777 shares; 2026Q1: 4,777 shares 4,777 $231K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 929 shares 929 $229K 0.02% new 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: 2,225 shares; 2024Q4: 1,817 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,048 shares; 2025Q4: 1,175 shares; 2026Q1: 623 shares 623 $229K 0.02% -552 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: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,734 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,688 shares 1,688 $228K 0.02% +3 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 5,725 shares 5,725 $228K 0.02% new 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: 2,909 shares; 2024Q4: 2,538 shares; 2025Q1: 2,166 shares; 2025Q2: 1,891 shares; 2025Q3: 2,014 shares; 2025Q4: not reported; 2026Q1: 2,190 shares 2,190 $227K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 230 shares 230 $225K 0.02% -370 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 18,382 shares 18,382 $224K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,015 shares; 2025Q1: 979 shares; 2025Q2: 1,041 shares; 2025Q3: 967 shares; 2025Q4: 961 shares; 2026Q1: 859 shares 859 $224K 0.02% -102 Timeline XMPT 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: 11,846 shares; 2024Q4: 11,923 shares; 2025Q1: 10,205 shares; 2025Q2: 10,321 shares; 2025Q3: 10,453 shares; 2025Q4: 10,039 shares; 2026Q1: 10,392 shares 10,392 $223K 0.02% +353 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: not reported; 2025Q1: 6,140 shares; 2025Q2: 6,311 shares; 2025Q3: 6,162 shares; 2025Q4: 6,031 shares; 2026Q1: 5,827 shares 5,827 $223K 0.02% -204 Timeline VAW 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $222K 0.02% new 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: 29,329 shares; 2024Q4: 16,681 shares; 2025Q1: 15,309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,887 shares 8,887 $220K 0.02% new Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,142 shares; 2025Q2: 5,329 shares; 2025Q3: 5,104 shares; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares 5,104 $218K 0.02% 0 Timeline PWB 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: 1,715 shares; 2026Q1: 1,715 shares 1,715 $216K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,197 shares; 2026Q1: 14,595 shares 14,595 $216K 0.02% +4,398 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3,510 shares; 2025Q1: 2,188 shares; 2025Q2: 2,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,627 shares 2,627 $215K 0.02% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,287 shares; 2026Q1: 5,885 shares 5,885 $213K 0.02% -402 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,775 shares; 2026Q1: 5,525 shares 5,525 $212K 0.02% -250 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: 411 shares; 2024Q4: 384 shares; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 268 shares; 2025Q4: not reported; 2026Q1: 243 shares 243 $210K 0.02% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,333 shares 4,333 $209K 0.02% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,669 shares 6,669 $208K 0.02% new 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: 8,607 shares; 2024Q4: 30,330 shares; 2025Q1: not reported; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 7,121 shares 7,121 $207K 0.02% +5 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,304 shares 6,304 $207K 0.02% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,242 shares; 2025Q4: 8,106 shares; 2026Q1: 9,275 shares 9,275 $207K 0.02% +1,169 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,596 shares; 2025Q1: 1,748 shares; 2025Q2: not reported; 2025Q3: 2,675 shares; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $206K 0.02% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,683 shares; 2025Q1: 3,638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,030 shares 3,030 $203K 0.02% 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: 1,055 shares; 2025Q3: not reported; 2025Q4: 906 shares; 2026Q1: 1,109 shares 1,109 $202K 0.02% +203 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,767 shares; 2025Q3: 3,508 shares; 2025Q4: 3,669 shares; 2026Q1: 3,117 shares 3,117 $201K 0.02% -552 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 1,551 shares 1,551 $201K 0.02% new 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: 3,184 shares; 2024Q4: 2,622 shares; 2025Q1: 1,833 shares; 2025Q2: 1,699 shares; 2025Q3: 2,125 shares; 2025Q4: 2,059 shares; 2026Q1: 1,357 shares 1,357 $201K 0.02% -702 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 6,209 shares; 2025Q1: 6,722 shares; 2025Q2: 7,955 shares; 2025Q3: 8,009 shares; 2025Q4: 7,059 shares; 2026Q1: 7,096 shares 7,096 $200K 0.02% +37 Timeline HPQ HP INC More: the full row for HP 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: 10,263 shares 10,263 $197K 0.02% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 14,090 shares; 2025Q1: 13,355 shares; 2025Q2: 11,845 shares; 2025Q3: 11,879 shares; 2025Q4: 11,905 shares; 2026Q1: 11,159 shares 11,159 $190K 0.02% -746 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR 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: 11,261 shares; 2025Q3: 11,352 shares; 2025Q4: 11,441 shares; 2026Q1: 11,534 shares 11,534 $166K 0.02% +93 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,529 shares; 2024Q4: 50,769 shares; 2025Q1: 37,471 shares; 2025Q2: 27,130 shares; 2025Q3: 27,130 shares; 2025Q4: 27,130 shares; 2026Q1: 28,581 shares 28,581 $146K 0.02% +1,451 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: 15,800 shares; 2024Q4: 16,834 shares; 2025Q1: 10,116 shares; 2025Q2: 10,790 shares; 2025Q3: 12,132 shares; 2025Q4: 12,696 shares; 2026Q1: 12,276 shares 12,276 $142K 0.02% -420 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,200 shares; 2026Q1: 34,000 shares 34,000 $120K 0.01% +12,800 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: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $118K 0.01% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND 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: 12,582 shares; 2026Q1: 12,582 shares 12,582 $116K 0.01% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,291 shares 10,291 $108K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 13,680 shares 13,680 $94K 0.01% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,105 shares; 2025Q2: 46,405 shares; 2025Q3: 39,140 shares; 2025Q4: 37,440 shares; 2026Q1: 13,200 shares 13,200 $90.4K 0.01% -24,240 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE 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: 29,500 shares 29,500 $69.3K 0.01% new Timeline