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: 58,948 shares; 2024Q4: 58,858 shares; 2025Q1: 58,782 shares; 2025Q2: 58,696 shares; 2025Q3: 58,598 shares; 2025Q4: 58,406 shares; 2026Q1: 58,308 shares 58,308 $17.2M 7.53% -98 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: 65,303 shares; 2024Q4: 65,170 shares; 2025Q1: 64,681 shares; 2025Q2: 64,872 shares; 2025Q3: 63,938 shares; 2025Q4: 63,351 shares; 2026Q1: 63,508 shares 63,508 $16.1M 7.04% +157 Timeline ISTB 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: 183,061 shares; 2024Q4: 216,650 shares; 2025Q1: 219,188 shares; 2025Q2: 221,121 shares; 2025Q3: 346,166 shares; 2025Q4: 335,425 shares; 2026Q1: 330,572 shares 330,572 $16M 7% -4,853 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: 40,140 shares; 2024Q4: 38,487 shares; 2025Q1: 38,227 shares; 2025Q2: 38,577 shares; 2025Q3: 36,065 shares; 2025Q4: 36,126 shares; 2026Q1: 35,712 shares 35,712 $11.5M 5.01% -414 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: 133,868 shares; 2024Q4: 131,292 shares; 2025Q1: 132,865 shares; 2025Q2: 131,545 shares; 2025Q3: 131,484 shares; 2025Q4: 128,704 shares; 2026Q1: 128,815 shares 128,815 $10.2M 4.45% +111 Timeline SCHY 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: 173,521 shares; 2024Q4: 211,717 shares; 2025Q1: 238,910 shares; 2025Q2: 246,270 shares; 2025Q3: 281,189 shares; 2025Q4: 285,376 shares; 2026Q1: 310,328 shares 310,328 $9.82M 4.29% +24,952 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 13,611 shares; 2025Q1: 13,831 shares; 2025Q2: 13,945 shares; 2025Q3: 13,705 shares; 2025Q4: 13,736 shares; 2026Q1: 12,952 shares 12,952 $8.42M 3.68% -784 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,537 shares; 2024Q4: 338,090 shares; 2025Q1: 326,088 shares; 2025Q2: 309,344 shares; 2025Q3: 273,779 shares; 2025Q4: 249,578 shares; 2026Q1: 246,151 shares 246,151 $8.31M 3.63% -3,427 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,622 shares; 2025Q4: 111,748 shares; 2026Q1: 117,711 shares 117,711 $5.83M 2.55% +5,963 Timeline ACWV 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: 66,400 shares; 2024Q4: 66,189 shares; 2025Q1: 56,234 shares; 2025Q2: 53,184 shares; 2025Q3: 52,691 shares; 2025Q4: 52,209 shares; 2026Q1: 48,447 shares 48,447 $5.79M 2.53% -3,762 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: 23,164 shares; 2024Q4: 71,920 shares; 2025Q1: 77,573 shares; 2025Q2: 61,655 shares; 2025Q3: 93,678 shares; 2025Q4: 144,304 shares; 2026Q1: 172,937 shares 172,937 $5.31M 2.32% +28,633 Timeline SCHP 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: 133,670 shares; 2024Q4: 244,990 shares; 2025Q1: 229,667 shares; 2025Q2: 223,509 shares; 2025Q3: 213,324 shares; 2025Q4: 195,942 shares; 2026Q1: 193,500 shares 193,500 $5.15M 2.25% -2,442 Timeline ICSH 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: 14,850 shares; 2025Q4: 94,932 shares; 2026Q1: 99,688 shares 99,688 $5.05M 2.21% +4,756 Timeline IBDR 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: 182,349 shares; 2024Q4: 180,808 shares; 2025Q1: 151,899 shares; 2025Q2: 152,633 shares; 2025Q3: 153,589 shares; 2025Q4: 155,305 shares; 2026Q1: 153,813 shares 153,813 $3.73M 1.63% -1,492 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: 128,599 shares; 2024Q4: 124,412 shares; 2025Q1: 122,576 shares; 2025Q2: 119,968 shares; 2025Q3: 119,717 shares; 2025Q4: 121,466 shares; 2026Q1: 120,154 shares 120,154 $3.61M 1.58% -1,312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,206 shares; 2025Q4: 47,301 shares; 2026Q1: 69,556 shares 69,556 $3.54M 1.55% +22,255 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,262 shares 45,262 $3.45M 1.51% new 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: 43,094 shares; 2024Q4: 38,682 shares; 2025Q1: 38,744 shares; 2025Q2: 38,742 shares; 2025Q3: 34,622 shares; 2025Q4: 33,746 shares; 2026Q1: 33,821 shares 33,821 $3.27M 1.43% +75 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: 15,646 shares; 2024Q4: 14,926 shares; 2025Q1: 15,026 shares; 2025Q2: 15,598 shares; 2025Q3: 15,667 shares; 2025Q4: 15,612 shares; 2026Q1: 18,148 shares 18,148 $3.16M 1.38% +2,536 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,490 shares; 2025Q1: 10,382 shares; 2025Q2: 10,382 shares; 2025Q3: 10,414 shares; 2025Q4: 10,343 shares; 2026Q1: 10,376 shares 10,376 $2.92M 1.27% +33 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: 13,763 shares; 2024Q4: 13,919 shares; 2025Q1: 13,869 shares; 2025Q2: 13,977 shares; 2025Q3: 13,979 shares; 2025Q4: 13,432 shares; 2026Q1: 13,947 shares 13,947 $2.9M 1.27% +515 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM 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: 287,616 shares 287,616 $2.85M 1.24% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,841 shares; 2024Q4: 8,842 shares; 2025Q1: 8,985 shares; 2025Q2: 9,050 shares; 2025Q3: 8,854 shares; 2025Q4: 8,988 shares; 2026Q1: 9,203 shares 9,203 $2.71M 1.18% +215 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,320 shares; 2024Q4: 58,340 shares; 2025Q1: 52,710 shares; 2025Q2: 47,985 shares; 2025Q3: 47,609 shares; 2025Q4: 44,244 shares; 2026Q1: 43,671 shares 43,671 $2.6M 1.14% -573 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: 7,323 shares; 2024Q4: 7,234 shares; 2025Q1: 7,185 shares; 2025Q2: 6,785 shares; 2025Q3: 6,510 shares; 2025Q4: 6,475 shares; 2026Q1: 6,806 shares 6,806 $2.52M 1.1% +331 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: 46,391 shares; 2024Q4: 46,357 shares; 2025Q1: 46,294 shares; 2025Q2: 46,417 shares; 2025Q3: 46,053 shares; 2025Q4: 43,972 shares; 2026Q1: 43,807 shares 43,807 $2M 0.87% -165 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: 7,650 shares; 2024Q4: 7,211 shares; 2025Q1: 7,212 shares; 2025Q2: 9,442 shares; 2025Q3: 9,447 shares; 2025Q4: 9,448 shares; 2026Q1: 9,216 shares 9,216 $1.98M 0.87% -232 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: 47,574 shares; 2024Q4: 46,628 shares; 2025Q1: 43,766 shares; 2025Q2: 43,808 shares; 2025Q3: 43,847 shares; 2025Q4: 40,276 shares; 2026Q1: 39,465 shares 39,465 $1.8M 0.79% -811 Timeline DIVB 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: 17,547 shares; 2025Q3: 25,290 shares; 2025Q4: 32,086 shares; 2026Q1: 32,249 shares 32,249 $1.74M 0.76% +163 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: 21,097 shares; 2024Q4: 20,940 shares; 2025Q1: 20,944 shares; 2025Q2: 21,046 shares; 2025Q3: 21,050 shares; 2025Q4: 21,284 shares; 2026Q1: 21,271 shares 21,271 $1.64M 0.72% -13 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,685 shares; 2025Q1: 10,578 shares; 2025Q2: 10,646 shares; 2025Q3: 5,632 shares; 2025Q4: 5,664 shares; 2026Q1: 5,834 shares 5,834 $1.43M 0.62% +170 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,640 shares; 2024Q4: 29,746 shares; 2025Q1: 29,638 shares; 2025Q2: 30,117 shares; 2025Q3: 30,952 shares; 2025Q4: 30,217 shares; 2026Q1: 30,260 shares 30,260 $1.42M 0.62% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,861 shares; 2026Q1: 27,954 shares 27,954 $1.41M 0.62% +93 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,190 shares; 2024Q4: 8,437 shares; 2025Q1: 4,630 shares; 2025Q2: 4,697 shares; 2025Q3: 9,845 shares; 2025Q4: 9,812 shares; 2026Q1: 8,283 shares 8,283 $1.41M 0.61% -1,529 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,834 shares 25,834 $1.35M 0.59% new 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: 4,347 shares; 2024Q4: 4,550 shares; 2025Q1: 4,054 shares; 2025Q2: 4,125 shares; 2025Q3: 4,135 shares; 2025Q4: 4,134 shares; 2026Q1: 10,515 shares 10,515 $1.31M 0.57% +6,381 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: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,123 shares; 2025Q3: 1,130 shares; 2025Q4: 1,300 shares; 2026Q1: 2,067 shares 2,067 $1.18M 0.52% +767 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: 2,995 shares; 2024Q4: 2,996 shares; 2025Q1: 2,972 shares; 2025Q2: 3,188 shares; 2025Q3: 3,220 shares; 2025Q4: 3,218 shares; 2026Q1: 4,009 shares 4,009 $1.15M 0.5% +791 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 18,723 shares; 2025Q4: 18,472 shares; 2026Q1: 16,715 shares 16,715 $1.09M 0.47% -1,757 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,468 shares; 2025Q2: 18,254 shares; 2025Q3: 18,036 shares; 2025Q4: 17,023 shares; 2026Q1: 17,538 shares 17,538 $1.08M 0.47% +515 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: 1,991 shares; 2024Q4: 1,890 shares; 2025Q1: 1,891 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 1,844 shares; 2026Q1: 1,808 shares 1,808 $1.04M 0.46% -36 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: 21,436 shares; 2024Q4: 20,907 shares; 2025Q1: 20,844 shares; 2025Q2: 14,681 shares; 2025Q3: 14,479 shares; 2025Q4: 14,442 shares; 2026Q1: 11,238 shares 11,238 $1.04M 0.46% -3,204 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 2,617 shares 2,617 $1.02M 0.44% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,852 shares; 2025Q1: 2,109 shares; 2025Q2: 2,390 shares; 2025Q3: 2,109 shares; 2025Q4: 1,911 shares; 2026Q1: 2,488 shares 2,488 $971K 0.42% +577 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,906 shares 5,906 $943K 0.41% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,848 shares 3,848 $921K 0.4% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,639 shares; 2025Q4: 8,591 shares; 2026Q1: 8,307 shares 8,307 $912K 0.4% -284 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: 6,090 shares; 2024Q4: 6,114 shares; 2025Q1: 6,138 shares; 2025Q2: 6,199 shares; 2025Q3: 6,200 shares; 2025Q4: 6,234 shares; 2026Q1: 6,222 shares 6,222 $899K 0.39% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,282 shares 5,282 $873K 0.38% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,963 shares 16,963 $859K 0.38% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,885 shares; 2025Q4: 31,918 shares; 2026Q1: 36,988 shares 36,988 $832K 0.36% +5,070 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: 16,316 shares; 2025Q2: 17,885 shares; 2025Q3: 18,118 shares; 2025Q4: 17,453 shares; 2026Q1: 17,668 shares 17,668 $817K 0.36% +215 Timeline EDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,413 shares 20,413 $806K 0.35% new Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,302 shares; 2025Q4: 2,263 shares; 2026Q1: 3,123 shares 3,123 $785K 0.34% +860 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: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: 1,257 shares; 2025Q2: 1,558 shares; 2025Q3: 1,556 shares; 2025Q4: 1,555 shares; 2026Q1: 1,635 shares 1,635 $783K 0.34% +80 Timeline LTPZ 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: 32,948 shares; 2024Q4: 19,105 shares; 2025Q1: 20,493 shares; 2025Q2: 21,454 shares; 2025Q3: 22,107 shares; 2025Q4: 22,199 shares; 2026Q1: 15,169 shares 15,169 $774K 0.34% -7,030 Timeline DIVI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,305 shares 19,305 $769K 0.34% 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: 26,496 shares; 2025Q4: 26,167 shares; 2026Q1: 33,661 shares 33,661 $750K 0.33% +7,494 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: not reported; 2024Q4: 970 shares; 2025Q1: 1,170 shares; 2025Q2: 1,199 shares; 2025Q3: 1,712 shares; 2025Q4: 1,773 shares; 2026Q1: 1,966 shares 1,966 $731K 0.32% +193 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: not reported; 2024Q4: not reported; 2025Q1: 5,421 shares; 2025Q2: 5,441 shares; 2025Q3: 8,621 shares; 2025Q4: 8,529 shares; 2026Q1: 5,487 shares 5,487 $724K 0.32% -3,042 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 7,580 shares; 2025Q4: 7,602 shares; 2026Q1: 6,006 shares 6,006 $713K 0.31% -1,596 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,682 shares; 2025Q2: 4,671 shares; 2025Q3: 2,108 shares; 2025Q4: 2,090 shares; 2026Q1: 4,711 shares 4,711 $707K 0.31% +2,621 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: 6,269 shares; 2024Q4: 6,411 shares; 2025Q1: 2,511 shares; 2025Q2: 3,185 shares; 2025Q3: 3,128 shares; 2025Q4: 3,337 shares; 2026Q1: 3,084 shares 3,084 $671K 0.29% -253 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,172 shares 3,172 $670K 0.29% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,232 shares; 2026Q1: 3,232 shares 3,232 $634K 0.28% 0 Timeline IVOO 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: 5,451 shares; 2024Q4: 5,489 shares; 2025Q1: 5,506 shares; 2025Q2: 5,515 shares; 2025Q3: 5,524 shares; 2025Q4: 5,533 shares; 2026Q1: 5,541 shares 5,541 $633K 0.28% +8 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,291 shares; 2025Q1: 2,303 shares; 2025Q2: 2,318 shares; 2025Q3: 3,905 shares; 2025Q4: 3,940 shares; 2026Q1: 3,964 shares 3,964 $600K 0.26% +24 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares 1,656 $593K 0.26% 0 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: 7,923 shares; 2024Q4: 23,477 shares; 2025Q1: 23,494 shares; 2025Q2: 23,509 shares; 2025Q3: 23,524 shares; 2025Q4: 23,540 shares; 2026Q1: 23,441 shares 23,441 $588K 0.26% -99 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: 1,611 shares; 2024Q4: 1,612 shares; 2025Q1: 1,438 shares; 2025Q2: 1,466 shares; 2025Q3: 1,725 shares; 2025Q4: 1,837 shares; 2026Q1: 1,957 shares 1,957 $561K 0.25% +120 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,500 shares; 2025Q2: 13,525 shares; 2025Q3: 13,389 shares; 2025Q4: 13,371 shares; 2026Q1: 12,673 shares 12,673 $559K 0.24% -698 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: 31,117 shares; 2024Q4: 26,421 shares; 2025Q1: 25,568 shares; 2025Q2: 25,719 shares; 2025Q3: 25,843 shares; 2025Q4: 31,906 shares; 2026Q1: 22,508 shares 22,508 $522K 0.23% -9,398 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: 1,129 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,241 shares; 2025Q3: 1,241 shares; 2025Q4: 1,241 shares; 2026Q1: 1,223 shares 1,223 $521K 0.23% -18 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: 10,742 shares; 2025Q1: 10,847 shares; 2025Q2: 13,723 shares; 2025Q3: 14,235 shares; 2025Q4: 14,562 shares; 2026Q1: 13,561 shares 13,561 $521K 0.23% -1,001 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,983 shares; 2025Q1: 11,954 shares; 2025Q2: 22,355 shares; 2025Q3: 23,261 shares; 2025Q4: 23,261 shares; 2026Q1: 24,679 shares 24,679 $473K 0.21% +1,418 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: not reported; 2025Q4: not reported; 2026Q1: 1,249 shares 1,249 $422K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,680 shares; 2025Q3: 5,680 shares; 2025Q4: 5,131 shares; 2026Q1: 4,726 shares 4,726 $415K 0.18% -405 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,661 shares; 2025Q1: 3,509 shares; 2025Q2: 3,376 shares; 2025Q3: 3,283 shares; 2025Q4: 3,188 shares; 2026Q1: 3,114 shares 3,114 $399K 0.17% -74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 1,275 shares 1,275 $395K 0.17% +656 Timeline EEMV 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: 6,101 shares; 2024Q4: 6,882 shares; 2025Q1: 8,036 shares; 2025Q2: 8,048 shares; 2025Q3: 8,063 shares; 2025Q4: 8,440 shares; 2026Q1: 5,741 shares 5,741 $372K 0.16% -2,699 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: 45,951 shares; 2024Q4: 47,008 shares; 2025Q1: 40,639 shares; 2025Q2: 43,465 shares; 2025Q3: 41,650 shares; 2025Q4: 38,678 shares; 2026Q1: 12,738 shares 12,738 $369K 0.16% -25,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,887 shares; 2025Q3: 6,945 shares; 2025Q4: 7,313 shares; 2026Q1: 7,354 shares 7,354 $367K 0.16% +41 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,518 shares; 2025Q3: 4,229 shares; 2025Q4: 4,122 shares; 2026Q1: 1,811 shares 1,811 $358K 0.16% -2,311 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: not reported; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 813 shares 813 $350K 0.15% +100 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: 794 shares; 2024Q4: 795 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $348K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares 3,455 $348K 0.15% new 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: 3,156 shares; 2024Q4: 2,998 shares; 2025Q1: 2,962 shares; 2025Q2: 2,965 shares; 2025Q3: 2,977 shares; 2025Q4: 2,979 shares; 2026Q1: 2,982 shares 2,982 $343K 0.15% +3 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,083 shares; 2025Q2: 3,124 shares; 2025Q3: 3,446 shares; 2025Q4: 3,468 shares; 2026Q1: 3,484 shares 3,484 $328K 0.14% +16 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: 6,606 shares; 2024Q4: 13,052 shares; 2025Q1: 13,052 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,085 shares; 2026Q1: 13,085 shares 13,085 $324K 0.14% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,977 shares; 2025Q2: not reported; 2025Q3: 9,883 shares; 2025Q4: 9,777 shares; 2026Q1: 7,592 shares 7,592 $316K 0.14% -2,185 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 4,600 shares; 2025Q2: 2,925 shares; 2025Q3: 2,838 shares; 2025Q4: 2,338 shares; 2026Q1: 2,138 shares 2,138 $313K 0.14% -200 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 5,556 shares 5,556 $313K 0.14% +1,613 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: 10,526 shares; 2024Q4: 10,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,896 shares 26,896 $310K 0.14% new 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: 18,141 shares; 2024Q4: 15,463 shares; 2025Q1: 15,054 shares; 2025Q2: 14,715 shares; 2025Q3: 14,813 shares; 2025Q4: 13,433 shares; 2026Q1: 13,249 shares 13,249 $304K 0.13% -184 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: not reported; 2024Q4: not reported; 2025Q1: 1,398 shares; 2025Q2: 1,405 shares; 2025Q3: 1,635 shares; 2025Q4: 1,593 shares; 2026Q1: 1,467 shares 1,467 $304K 0.13% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,730 shares 3,730 $300K 0.13% new Timeline STPZ 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: not reported; 2025Q2: not reported; 2025Q3: 5,465 shares; 2025Q4: 5,498 shares; 2026Q1: 5,507 shares 5,507 $298K 0.13% +9 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: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 902 shares; 2025Q3: 905 shares; 2025Q4: 908 shares; 2026Q1: 984 shares 984 $297K 0.13% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388 shares; 2026Q1: 2,388 shares 2,388 $297K 0.13% 0 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 13,606 shares; 2025Q1: 13,606 shares; 2025Q2: 12,706 shares; 2025Q3: 12,869 shares; 2025Q4: 12,920 shares; 2026Q1: 8,646 shares 8,646 $290K 0.13% -4,274 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: 2,221 shares 2,221 $288K 0.13% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,381 shares; 2025Q4: 10,199 shares; 2026Q1: 6,789 shares 6,789 $288K 0.13% -3,410 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,811 shares; 2025Q3: 3,771 shares; 2025Q4: 3,804 shares; 2026Q1: 3,765 shares 3,765 $286K 0.13% -39 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,775 shares 3,775 $286K 0.12% new 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: 866 shares; 2024Q4: 870 shares; 2025Q1: 3,544 shares; 2025Q2: 3,586 shares; 2025Q3: 878 shares; 2025Q4: 880 shares; 2026Q1: 884 shares 884 $275K 0.12% +4 Timeline USHY 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: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares; 2025Q3: 7,453 shares; 2025Q4: 7,453 shares; 2026Q1: 7,453 shares 7,453 $275K 0.12% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,369 shares; 2026Q1: 3,285 shares 3,285 $272K 0.12% -84 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: not reported; 2025Q2: not reported; 2025Q3: 4,107 shares; 2025Q4: 4,457 shares; 2026Q1: 3,721 shares 3,721 $270K 0.12% -736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares 378 $268K 0.12% new 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: 1,228 shares; 2024Q4: 1,250 shares; 2025Q1: 717 shares; 2025Q2: 736 shares; 2025Q3: 747 shares; 2025Q4: 735 shares; 2026Q1: 804 shares 804 $264K 0.12% +69 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $259K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,719 shares; 2025Q4: 3,811 shares; 2026Q1: 2,773 shares 2,773 $257K 0.11% -1,038 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 790 shares; 2025Q1: 791 shares; 2025Q2: 792 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 837 shares 837 $253K 0.11% +31 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: 1,979 shares; 2024Q4: 1,984 shares; 2025Q1: 1,988 shares; 2025Q2: 2,262 shares; 2025Q3: 2,238 shares; 2025Q4: 2,442 shares; 2026Q1: 2,402 shares 2,402 $247K 0.11% -40 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $246K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,308 shares; 2026Q1: 1,030 shares 1,030 $245K 0.11% -278 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,417 shares; 2025Q2: 7,417 shares; 2025Q3: 7,468 shares; 2025Q4: 7,667 shares; 2026Q1: 5,457 shares 5,457 $244K 0.11% -2,210 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,823 shares; 2026Q1: 2,061 shares 2,061 $243K 0.11% +238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,434 shares 3,434 $234K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,174 shares; 2025Q4: 4,077 shares; 2026Q1: 3,166 shares 3,166 $232K 0.1% -911 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: 1,034 shares; 2024Q4: 1,035 shares; 2025Q1: 1,025 shares; 2025Q2: 1,037 shares; 2025Q3: 936 shares; 2025Q4: 939 shares; 2026Q1: 950 shares 950 $230K 0.1% +11 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: 2,531 shares; 2024Q4: not reported; 2025Q1: 2,545 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,474 shares; 2026Q1: 2,345 shares 2,345 $228K 0.1% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,779 shares 6,779 $227K 0.1% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: 2,043 shares; 2026Q1: 2,497 shares 2,497 $225K 0.1% +454 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,667 shares; 2025Q1: 3,683 shares; 2025Q2: 3,706 shares; 2025Q3: 3,732 shares; 2025Q4: 3,775 shares; 2026Q1: 3,788 shares 3,788 $224K 0.1% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,661 shares 3,661 $224K 0.1% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,691 shares 3,691 $224K 0.1% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,783 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,461 shares 9,461 $223K 0.1% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly 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: 3,744 shares 3,744 $221K 0.1% new Timeline QEFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363 $220K 0.1% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 9,977 shares; 2025Q4: not reported; 2026Q1: 9,619 shares 9,619 $216K 0.09% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 17,674 shares; 2025Q1: 19,778 shares; 2025Q2: 19,730 shares; 2025Q3: 6,678 shares; 2025Q4: 6,479 shares; 2026Q1: 6,343 shares 6,343 $214K 0.09% -136 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 564 shares 564 $214K 0.09% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,036 shares 5,036 $213K 0.09% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 6,994 shares; 2025Q4: not reported; 2026Q1: 8,564 shares 8,564 $213K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares 1,756 $211K 0.09% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares 1,595 $211K 0.09% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,914 shares; 2025Q1: 5,061 shares; 2025Q2: 5,056 shares; 2025Q3: 1,595 shares; 2025Q4: 1,548 shares; 2026Q1: 1,691 shares 1,691 $206K 0.09% +143 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 201 shares; 2025Q3: 235 shares; 2025Q4: 699 shares; 2026Q1: 427 shares 427 $203K 0.09% -272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,288 shares 12,288 $202K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,226 shares 1,226 $202K 0.09% +90 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 1,377 shares 1,377 $200K 0.09% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: 16,429 shares; 2025Q1: 16,771 shares; 2025Q2: 17,114 shares; 2025Q3: 17,454 shares; 2025Q4: 17,794 shares; 2026Q1: 18,137 shares 18,137 $187K 0.08% +343 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,889 shares; 2024Q4: 17,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,862 shares 17,862 $52.2K 0.02% new Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $2.26K <0.01% 0 Timeline