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: 353,077 shares; 2024Q4: 333,253 shares; 2025Q1: 332,960 shares; 2025Q2: 353,134 shares; 2025Q3: 371,465 shares; 2025Q4: 376,016 shares; 2026Q1: 405,821 shares 405,821 $264M 14.74% +29,805 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: 167,492 shares; 2024Q4: 167,410 shares; 2025Q1: 164,779 shares; 2025Q2: 171,208 shares; 2025Q3: 176,668 shares; 2025Q4: 179,277 shares; 2026Q1: 190,731 shares 190,731 $91.4M 5.11% +11,454 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: 82,491 shares; 2024Q4: 82,568 shares; 2025Q1: 83,454 shares; 2025Q2: 83,665 shares; 2025Q3: 85,349 shares; 2025Q4: 86,276 shares; 2026Q1: 88,767 shares 88,767 $51.2M 2.86% +2,491 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: 93,507 shares; 2024Q4: 97,887 shares; 2025Q1: 97,364 shares; 2025Q2: 98,386 shares; 2025Q3: 98,403 shares; 2025Q4: 100,779 shares; 2026Q1: 102,415 shares 102,415 $32.9M 1.84% +1,636 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: 204,781 shares; 2024Q4: 207,999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232,489 shares; 2026Q1: 340,477 shares 340,477 $31.2M 1.74% +107,988 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: 319,560 shares; 2024Q4: 238,832 shares; 2025Q1: 387,350 shares; 2025Q2: 340,738 shares; 2025Q3: 258,163 shares; 2025Q4: 348,177 shares; 2026Q1: 363,505 shares 363,505 $28.7M 1.61% +15,328 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,951 shares; 2024Q4: 99,567 shares; 2025Q1: 100,859 shares; 2025Q2: 107,226 shares; 2025Q3: 106,989 shares; 2025Q4: 106,909 shares; 2026Q1: 110,977 shares 110,977 $28.2M 1.57% +4,068 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,472 shares; 2024Q4: 248,356 shares; 2025Q1: 333,477 shares; 2025Q2: 391,875 shares; 2025Q3: 432,777 shares; 2025Q4: 514,110 shares; 2026Q1: 615,985 shares 615,985 $25.8M 1.44% +101,875 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: 18,799 shares; 2024Q4: 13,585 shares; 2025Q1: 10,313 shares; 2025Q2: 8,896 shares; 2025Q3: 206,068 shares; 2025Q4: 384,459 shares; 2026Q1: 475,030 shares 475,030 $24M 1.34% +90,571 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354,411 shares; 2025Q1: 402,113 shares; 2025Q2: 510,936 shares; 2025Q3: 517,320 shares; 2025Q4: 776,713 shares; 2026Q1: 881,639 shares 881,639 $23.2M 1.29% +104,926 Timeline CWI 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: 584,073 shares; 2025Q3: 581,767 shares; 2025Q4: 602,516 shares; 2026Q1: 617,366 shares 617,366 $22.6M 1.26% +14,850 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: 64,444 shares; 2024Q4: 64,368 shares; 2025Q1: 68,825 shares; 2025Q2: 72,167 shares; 2025Q3: 70,945 shares; 2025Q4: 81,519 shares; 2026Q1: 87,705 shares 87,705 $21.8M 1.22% +6,186 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: 46,185 shares; 2024Q4: 45,654 shares; 2025Q1: 46,730 shares; 2025Q2: 48,033 shares; 2025Q3: 50,586 shares; 2025Q4: 52,475 shares; 2026Q1: 57,720 shares 57,720 $21.4M 1.19% +5,245 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: 46,919 shares; 2024Q4: 44,819 shares; 2025Q1: 44,900 shares; 2025Q2: 39,252 shares; 2025Q3: 90,486 shares; 2025Q4: 39,921 shares; 2026Q1: 40,559 shares 40,559 $17.5M 0.97% +638 Timeline DFAU 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: 177,937 shares; 2024Q4: 198,232 shares; 2025Q1: 284,316 shares; 2025Q2: 322,321 shares; 2025Q3: 345,344 shares; 2025Q4: 344,672 shares; 2026Q1: 384,085 shares 384,085 $17.3M 0.97% +39,413 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: 257,105 shares; 2024Q4: 787,907 shares; 2025Q1: 768,327 shares; 2025Q2: 737,542 shares; 2025Q3: 715,583 shares; 2025Q4: 714,809 shares; 2026Q1: 658,631 shares 658,631 $16.9M 0.94% -56,178 Timeline DFAI 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: 141,105 shares; 2024Q4: 165,913 shares; 2025Q1: 207,273 shares; 2025Q2: 284,280 shares; 2025Q3: 320,162 shares; 2025Q4: 359,100 shares; 2026Q1: 415,965 shares 415,965 $16.2M 0.91% +56,865 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: 87,599 shares; 2024Q4: 84,696 shares; 2025Q1: 82,324 shares; 2025Q2: 86,707 shares; 2025Q3: 86,518 shares; 2025Q4: 87,069 shares; 2026Q1: 85,153 shares 85,153 $14.9M 0.83% -1,916 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: 123,568 shares; 2024Q4: 122,049 shares; 2025Q1: 121,094 shares; 2025Q2: 120,915 shares; 2025Q3: 120,360 shares; 2025Q4: 118,554 shares; 2026Q1: 116,324 shares 116,324 $14.5M 0.81% -2,230 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: 41,776 shares; 2024Q4: 40,684 shares; 2025Q1: 42,811 shares; 2025Q2: 42,083 shares; 2025Q3: 42,095 shares; 2025Q4: 49,283 shares; 2026Q1: 49,679 shares 49,679 $14.3M 0.8% +396 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183,382 shares; 2025Q3: 183,832 shares; 2025Q4: 196,471 shares; 2026Q1: 201,469 shares 201,469 $13.9M 0.78% +4,998 Timeline SPEU 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: 226,517 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,484 shares; 2025Q3: 240,711 shares; 2025Q4: 249,069 shares; 2026Q1: 257,056 shares 257,056 $13.2M 0.74% +7,987 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: 42,466 shares; 2024Q4: 42,007 shares; 2025Q1: 43,031 shares; 2025Q2: 44,270 shares; 2025Q3: 43,452 shares; 2025Q4: 43,979 shares; 2026Q1: 44,552 shares 44,552 $13.1M 0.73% +573 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: 12,628 shares; 2024Q4: 13,732 shares; 2025Q1: 13,770 shares; 2025Q2: 13,800 shares; 2025Q3: 14,566 shares; 2025Q4: 14,111 shares; 2026Q1: 14,117 shares 14,117 $13M 0.73% +6 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: 45,924 shares; 2024Q4: 45,092 shares; 2025Q1: 41,527 shares; 2025Q2: 41,794 shares; 2025Q3: 41,405 shares; 2025Q4: 41,541 shares; 2026Q1: 42,437 shares 42,437 $12.2M 0.68% +896 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: 23,069 shares; 2024Q4: 22,700 shares; 2025Q1: 21,274 shares; 2025Q2: 20,882 shares; 2025Q3: 20,261 shares; 2025Q4: 20,328 shares; 2026Q1: 20,168 shares 20,168 $11.5M 0.64% -160 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: 54,708 shares; 2024Q4: 56,451 shares; 2025Q1: 55,470 shares; 2025Q2: 54,536 shares; 2025Q3: 54,745 shares; 2025Q4: 55,200 shares; 2026Q1: 52,976 shares 52,976 $10.2M 0.57% -2,224 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: 30,319 shares; 2024Q4: 30,975 shares; 2025Q1: 30,884 shares; 2025Q2: 34,376 shares; 2025Q3: 36,150 shares; 2025Q4: 41,136 shares; 2026Q1: 44,998 shares 44,998 $9.37M 0.52% +3,862 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: 49,036 shares; 2024Q4: 49,044 shares; 2025Q1: 53,531 shares; 2025Q2: 51,357 shares; 2025Q3: 50,956 shares; 2025Q4: 52,221 shares; 2026Q1: 54,804 shares 54,804 $9.3M 0.52% +2,583 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: 309,573 shares; 2024Q4: 299,973 shares; 2025Q1: 333,944 shares; 2025Q2: 321,568 shares; 2025Q3: 320,825 shares; 2025Q4: 316,999 shares; 2026Q1: 321,164 shares 321,164 $8.72M 0.49% +4,165 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: 60,291 shares; 2024Q4: 61,789 shares; 2025Q1: 64,511 shares; 2025Q2: 69,291 shares; 2025Q3: 71,579 shares; 2025Q4: 72,028 shares; 2026Q1: 72,285 shares 72,285 $8.7M 0.49% +257 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: 155,603 shares; 2024Q4: 160,334 shares; 2025Q1: 162,728 shares; 2025Q2: 167,123 shares; 2025Q3: 166,633 shares; 2025Q4: 167,044 shares; 2026Q1: 169,853 shares 169,853 $8.28M 0.46% +2,809 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: 55,725 shares; 2024Q4: 55,347 shares; 2025Q1: 57,845 shares; 2025Q2: 61,369 shares; 2025Q3: 61,838 shares; 2025Q4: 51,809 shares; 2026Q1: 53,319 shares 53,319 $8.28M 0.46% +1,510 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: 12,517 shares; 2024Q4: 12,267 shares; 2025Q1: 12,416 shares; 2025Q2: 12,554 shares; 2025Q3: 12,107 shares; 2025Q4: 11,826 shares; 2026Q1: 11,519 shares 11,519 $8.16M 0.46% -307 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,895 shares; 2024Q4: 189,460 shares; 2025Q1: 194,616 shares; 2025Q2: 205,099 shares; 2025Q3: 209,852 shares; 2025Q4: 213,201 shares; 2026Q1: 241,086 shares 241,086 $8.14M 0.45% +27,885 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: 36,652 shares; 2024Q4: 37,450 shares; 2025Q1: 39,130 shares; 2025Q2: 40,809 shares; 2025Q3: 38,736 shares; 2025Q4: 37,895 shares; 2026Q1: 39,320 shares 39,320 $8.14M 0.45% +1,425 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: 122,870 shares; 2024Q4: 125,405 shares; 2025Q1: 126,569 shares; 2025Q2: 124,437 shares; 2025Q3: 125,072 shares; 2025Q4: 123,129 shares; 2026Q1: 125,804 shares 125,804 $8.06M 0.45% +2,675 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,158 shares; 2024Q4: 67,945 shares; 2025Q1: 76,281 shares; 2025Q2: 89,738 shares; 2025Q3: 93,323 shares; 2025Q4: 97,207 shares; 2026Q1: 110,198 shares 110,198 $8.06M 0.45% +12,991 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: 36,776 shares; 2024Q4: 35,157 shares; 2025Q1: 35,951 shares; 2025Q2: 37,731 shares; 2025Q3: 37,944 shares; 2025Q4: 37,611 shares; 2026Q1: 32,891 shares 32,891 $8.04M 0.45% -4,720 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: 99,512 shares; 2024Q4: 98,555 shares; 2025Q1: 99,534 shares; 2025Q2: 101,332 shares; 2025Q3: 99,478 shares; 2025Q4: 99,533 shares; 2026Q1: 101,605 shares 101,605 $7.88M 0.44% +2,072 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: 12,421 shares; 2024Q4: 18,785 shares; 2025Q1: 21,093 shares; 2025Q2: 23,133 shares; 2025Q3: 25,077 shares; 2025Q4: 24,656 shares; 2026Q1: 22,983 shares 22,983 $7.86M 0.44% -1,673 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: 13,235 shares; 2024Q4: 13,549 shares; 2025Q1: 12,596 shares; 2025Q2: 12,033 shares; 2025Q3: 12,206 shares; 2025Q4: 12,045 shares; 2026Q1: 11,855 shares 11,855 $7.74M 0.43% -190 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,182 shares; 2024Q4: 456,846 shares; 2025Q1: 61,413 shares; 2025Q2: 228,002 shares; 2025Q3: 503,599 shares; 2025Q4: 278,306 shares; 2026Q1: 293,960 shares 293,960 $7.53M 0.42% +15,654 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: 134,847 shares; 2024Q4: 130,402 shares; 2025Q1: 135,887 shares; 2025Q2: 141,383 shares; 2025Q3: 147,223 shares; 2025Q4: 140,426 shares; 2026Q1: 144,898 shares 144,898 $7.27M 0.41% +4,472 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: 33,239 shares; 2024Q4: 32,969 shares; 2025Q1: 33,171 shares; 2025Q2: 33,667 shares; 2025Q3: 33,545 shares; 2025Q4: 32,873 shares; 2026Q1: 32,675 shares 32,675 $7.11M 0.4% -198 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: 114,130 shares; 2024Q4: 113,509 shares; 2025Q1: 109,673 shares; 2025Q2: 105,155 shares; 2025Q3: 98,961 shares; 2025Q4: 96,854 shares; 2026Q1: 95,109 shares 95,109 $7M 0.39% -1,745 Timeline DFAE 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: 76,082 shares; 2024Q4: 92,793 shares; 2025Q1: 111,340 shares; 2025Q2: 137,371 shares; 2025Q3: 160,488 shares; 2025Q4: 178,645 shares; 2026Q1: 206,558 shares 206,558 $6.99M 0.39% +27,913 Timeline SCHM 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: 91,932 shares; 2024Q4: 281,616 shares; 2025Q1: 266,158 shares; 2025Q2: 251,852 shares; 2025Q3: 244,032 shares; 2025Q4: 232,998 shares; 2026Q1: 215,542 shares 215,542 $6.67M 0.37% -17,456 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: 26,386 shares; 2024Q4: 26,551 shares; 2025Q1: 28,310 shares; 2025Q2: 29,718 shares; 2025Q3: 31,327 shares; 2025Q4: 31,732 shares; 2026Q1: 31,326 shares 31,326 $6.52M 0.36% -406 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: 27,458 shares; 2024Q4: 27,286 shares; 2025Q1: 27,609 shares; 2025Q2: 27,115 shares; 2025Q3: 26,293 shares; 2025Q4: 26,063 shares; 2026Q1: 26,438 shares 26,438 $6.41M 0.36% +375 Timeline BUFD 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: 126,485 shares; 2024Q4: 176,800 shares; 2025Q1: 185,964 shares; 2025Q2: 200,363 shares; 2025Q3: 201,433 shares; 2025Q4: 197,746 shares; 2026Q1: 227,172 shares 227,172 $6.36M 0.36% +29,426 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: 69,027 shares; 2024Q4: 69,873 shares; 2025Q1: 57,665 shares; 2025Q2: 59,239 shares; 2025Q3: 59,597 shares; 2025Q4: 56,850 shares; 2026Q1: 55,791 shares 55,791 $5.91M 0.33% -1,059 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 10,491 shares; 2025Q1: 10,751 shares; 2025Q2: 11,045 shares; 2025Q3: 11,039 shares; 2025Q4: 11,042 shares; 2026Q1: 10,897 shares 10,897 $5.86M 0.33% -145 Timeline SPBO 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: 102,367 shares; 2024Q4: 115,212 shares; 2025Q1: 121,770 shares; 2025Q2: 140,899 shares; 2025Q3: 168,721 shares; 2025Q4: 176,303 shares; 2026Q1: 201,456 shares 201,456 $5.85M 0.33% +25,153 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,408 shares; 2024Q4: 11,133 shares; 2025Q1: 11,331 shares; 2025Q2: 11,085 shares; 2025Q3: 10,417 shares; 2025Q4: 10,408 shares; 2026Q1: 10,486 shares 10,486 $5.76M 0.32% +78 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: 26,964 shares; 2024Q4: 26,402 shares; 2025Q1: 26,814 shares; 2025Q2: 28,553 shares; 2025Q3: 29,016 shares; 2025Q4: 28,337 shares; 2026Q1: 29,101 shares 29,101 $5.61M 0.31% +764 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: 78,318 shares; 2024Q4: 70,974 shares; 2025Q1: 70,502 shares; 2025Q2: 72,201 shares; 2025Q3: 72,212 shares; 2025Q4: 71,333 shares; 2026Q1: 72,617 shares 72,617 $5.52M 0.31% +1,284 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,950 shares; 2024Q4: 60,092 shares; 2025Q1: 69,019 shares; 2025Q2: 82,486 shares; 2025Q3: 96,650 shares; 2025Q4: 108,538 shares; 2026Q1: 133,442 shares 133,442 $5.45M 0.3% +24,904 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: 85,748 shares; 2024Q4: 90,180 shares; 2025Q1: 83,854 shares; 2025Q2: 86,993 shares; 2025Q3: 85,696 shares; 2025Q4: 83,357 shares; 2026Q1: 80,307 shares 80,307 $5.42M 0.3% -3,050 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: 35,881 shares; 2024Q4: 35,468 shares; 2025Q1: 37,007 shares; 2025Q2: 37,265 shares; 2025Q3: 38,674 shares; 2025Q4: 39,616 shares; 2026Q1: 37,324 shares 37,324 $5.39M 0.3% -2,292 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: 57,160 shares; 2024Q4: 56,566 shares; 2025Q1: 54,938 shares; 2025Q2: 53,802 shares; 2025Q3: 53,529 shares; 2025Q4: 52,579 shares; 2026Q1: 48,211 shares 48,211 $5.29M 0.3% -4,368 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: 6,937 shares; 2024Q4: 7,233 shares; 2025Q1: 7,949 shares; 2025Q2: 8,013 shares; 2025Q3: 8,238 shares; 2025Q4: 8,499 shares; 2026Q1: 8,679 shares 8,679 $5.25M 0.29% +180 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,785 shares; 2024Q4: 8,591 shares; 2025Q1: 8,175 shares; 2025Q2: 8,040 shares; 2025Q3: 8,008 shares; 2025Q4: 7,905 shares; 2026Q1: 8,598 shares 8,598 $5.14M 0.29% +693 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: 15,602 shares; 2024Q4: 15,249 shares; 2025Q1: 15,237 shares; 2025Q2: 15,673 shares; 2025Q3: 16,191 shares; 2025Q4: 16,176 shares; 2026Q1: 16,504 shares 16,504 $4.99M 0.28% +328 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,779 shares; 2024Q4: 34,881 shares; 2025Q1: 36,836 shares; 2025Q2: 38,981 shares; 2025Q3: 33,812 shares; 2025Q4: 24,106 shares; 2026Q1: 48,524 shares 48,524 $4.88M 0.27% +24,418 Timeline REGL 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: 52,711 shares; 2024Q4: 54,096 shares; 2025Q1: 55,506 shares; 2025Q2: 58,180 shares; 2025Q3: 57,564 shares; 2025Q4: 57,393 shares; 2026Q1: 56,326 shares 56,326 $4.87M 0.27% -1,067 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: 11,088 shares; 2024Q4: 11,907 shares; 2025Q1: 12,588 shares; 2025Q2: 12,779 shares; 2025Q3: 13,474 shares; 2025Q4: 13,892 shares; 2026Q1: 15,689 shares 15,689 $4.86M 0.27% +1,797 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: 20,749 shares; 2024Q4: 20,648 shares; 2025Q1: 20,599 shares; 2025Q2: 20,957 shares; 2025Q3: 20,931 shares; 2025Q4: 21,383 shares; 2026Q1: 20,845 shares 20,845 $4.79M 0.27% -538 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,689 shares; 2024Q4: 203,179 shares; 2025Q1: 215,992 shares; 2025Q2: 204,516 shares; 2025Q3: 203,393 shares; 2025Q4: 204,180 shares; 2026Q1: 204,947 shares 204,947 $4.65M 0.26% +767 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: 46,741 shares; 2024Q4: 49,603 shares; 2025Q1: 45,301 shares; 2025Q2: 48,244 shares; 2025Q3: not reported; 2025Q4: 49,413 shares; 2026Q1: 49,963 shares 49,963 $4.63M 0.26% +550 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: 14,054 shares; 2024Q4: 29,194 shares; 2025Q1: 33,494 shares; 2025Q2: 41,635 shares; 2025Q3: 45,474 shares; 2025Q4: 87,944 shares; 2026Q1: 89,886 shares 89,886 $4.55M 0.25% +1,942 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: 26,548 shares; 2024Q4: 28,072 shares; 2025Q1: 30,829 shares; 2025Q2: 31,169 shares; 2025Q3: 32,863 shares; 2025Q4: 33,791 shares; 2026Q1: 34,381 shares 34,381 $4.54M 0.25% +590 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: 14,902 shares; 2024Q4: 14,751 shares; 2025Q1: 14,796 shares; 2025Q2: 13,744 shares; 2025Q3: 14,478 shares; 2025Q4: 14,393 shares; 2026Q1: 14,456 shares 14,456 $4.49M 0.25% +63 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,874 shares; 2024Q4: 43,412 shares; 2025Q1: 45,298 shares; 2025Q2: 48,169 shares; 2025Q3: 48,245 shares; 2025Q4: 47,598 shares; 2026Q1: 48,174 shares 48,174 $4.47M 0.25% +576 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: 10,745 shares; 2024Q4: 11,208 shares; 2025Q1: 11,324 shares; 2025Q2: 12,117 shares; 2025Q3: 13,345 shares; 2025Q4: 12,986 shares; 2026Q1: 12,712 shares 12,712 $4.47M 0.25% -274 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: 161,440 shares; 2024Q4: 131,140 shares; 2025Q1: 123,747 shares; 2025Q2: 95,608 shares; 2025Q3: 102,908 shares; 2025Q4: 101,110 shares; 2026Q1: 101,139 shares 101,139 $4.46M 0.25% +29 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: 15,775 shares; 2024Q4: 15,252 shares; 2025Q1: 15,876 shares; 2025Q2: 16,593 shares; 2025Q3: 16,866 shares; 2025Q4: 17,042 shares; 2026Q1: 18,037 shares 18,037 $4.46M 0.25% +995 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,632 shares; 2024Q4: 51,171 shares; 2025Q1: 56,682 shares; 2025Q2: 58,625 shares; 2025Q3: 59,050 shares; 2025Q4: 58,250 shares; 2026Q1: 56,846 shares 56,846 $4.36M 0.24% -1,404 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,194 shares; 2024Q4: 28,562 shares; 2025Q1: 33,342 shares; 2025Q2: 36,004 shares; 2025Q3: 38,066 shares; 2025Q4: 34,753 shares; 2026Q1: 34,173 shares 34,173 $4.14M 0.23% -580 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,169 shares; 2025Q1: 3,182 shares; 2025Q2: 3,517 shares; 2025Q3: 3,698 shares; 2025Q4: 3,866 shares; 2026Q1: 4,026 shares 4,026 $4.01M 0.22% +160 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: 68,875 shares; 2024Q4: 65,782 shares; 2025Q1: 64,613 shares; 2025Q2: 66,439 shares; 2025Q3: 68,209 shares; 2025Q4: 66,385 shares; 2026Q1: 65,891 shares 65,891 $4M 0.22% -494 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: 12,984 shares; 2024Q4: 17,805 shares; 2025Q1: 32,274 shares; 2025Q2: 34,256 shares; 2025Q3: 41,211 shares; 2025Q4: 51,209 shares; 2026Q1: 79,696 shares 79,696 $3.98M 0.22% +28,487 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: 110,944 shares; 2024Q4: 114,349 shares; 2025Q1: 113,968 shares; 2025Q2: 116,719 shares; 2025Q3: 115,946 shares; 2025Q4: 106,276 shares; 2026Q1: 103,322 shares 103,322 $3.95M 0.22% -2,954 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,585 shares; 2025Q1: 2,482 shares; 2025Q2: 2,531 shares; 2025Q3: 2,570 shares; 2025Q4: 2,550 shares; 2026Q1: 2,661 shares 2,661 $3.92M 0.22% +111 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,332 shares; 2025Q1: 5,355 shares; 2025Q2: 5,455 shares; 2025Q3: 5,393 shares; 2025Q4: 5,553 shares; 2026Q1: 5,502 shares 5,502 $3.84M 0.21% -51 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: 124,002 shares; 2024Q4: 124,916 shares; 2025Q1: 129,201 shares; 2025Q2: 133,872 shares; 2025Q3: 136,109 shares; 2025Q4: 132,197 shares; 2026Q1: 135,676 shares 135,676 $3.81M 0.21% +3,479 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: 67,376 shares; 2024Q4: 68,617 shares; 2025Q1: 70,985 shares; 2025Q2: 75,766 shares; 2025Q3: 76,718 shares; 2025Q4: 79,825 shares; 2026Q1: 83,592 shares 83,592 $3.75M 0.21% +3,767 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: 12,714 shares; 2024Q4: 12,827 shares; 2025Q1: 14,821 shares; 2025Q2: 14,815 shares; 2025Q3: 14,740 shares; 2025Q4: 15,510 shares; 2026Q1: 17,321 shares 17,321 $3.73M 0.21% +1,811 Timeline DFAS 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: 16,050 shares; 2024Q4: 19,683 shares; 2025Q1: 24,274 shares; 2025Q2: 38,570 shares; 2025Q3: 42,243 shares; 2025Q4: 46,967 shares; 2026Q1: 52,248 shares 52,248 $3.72M 0.21% +5,281 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: 19,787 shares; 2024Q4: 20,021 shares; 2025Q1: 20,359 shares; 2025Q2: 20,126 shares; 2025Q3: 19,805 shares; 2025Q4: 19,758 shares; 2026Q1: 19,363 shares 19,363 $3.72M 0.21% -395 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,381 shares; 2024Q4: 104,617 shares; 2025Q1: 80,150 shares; 2025Q2: 206,003 shares; 2025Q3: 70,090 shares; 2025Q4: 69,789 shares; 2026Q1: 62,908 shares 62,908 $3.69M 0.21% -6,881 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: 35,918 shares; 2024Q4: 39,518 shares; 2025Q1: 42,744 shares; 2025Q2: 51,363 shares; 2025Q3: 52,889 shares; 2025Q4: 55,868 shares; 2026Q1: 62,090 shares 62,090 $3.68M 0.21% +6,222 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: 22,039 shares; 2024Q4: 21,556 shares; 2025Q1: 23,887 shares; 2025Q2: 24,394 shares; 2025Q3: 23,388 shares; 2025Q4: 23,648 shares; 2026Q1: 24,860 shares 24,860 $3.66M 0.2% +1,212 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,683 shares; 2024Q4: 111,416 shares; 2025Q1: 107,436 shares; 2025Q2: 108,231 shares; 2025Q3: 106,236 shares; 2025Q4: 106,167 shares; 2026Q1: 106,107 shares 106,107 $3.61M 0.2% -60 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: 6,287 shares; 2024Q4: 6,594 shares; 2025Q1: 6,736 shares; 2025Q2: 7,222 shares; 2025Q3: 7,232 shares; 2025Q4: 7,091 shares; 2026Q1: 7,191 shares 7,191 $3.59M 0.2% +100 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.2% 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: 13,601 shares; 2025Q1: 13,708 shares; 2025Q2: 14,318 shares; 2025Q3: 14,531 shares; 2025Q4: 16,727 shares; 2026Q1: 16,647 shares 16,647 $3.56M 0.2% -80 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: 18,172 shares; 2024Q4: 18,824 shares; 2025Q1: 15,076 shares; 2025Q2: 15,286 shares; 2025Q3: 15,438 shares; 2025Q4: 22,185 shares; 2026Q1: 24,093 shares 24,093 $3.53M 0.2% +1,908 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: 5,778 shares; 2024Q4: 5,992 shares; 2025Q1: 5,843 shares; 2025Q2: 5,780 shares; 2025Q3: 5,770 shares; 2025Q4: 6,134 shares; 2026Q1: 6,230 shares 6,230 $3.51M 0.2% +96 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: 26,103 shares; 2024Q4: 27,433 shares; 2025Q1: 29,296 shares; 2025Q2: 30,948 shares; 2025Q3: 32,630 shares; 2025Q4: 36,504 shares; 2026Q1: 36,707 shares 36,707 $3.49M 0.19% +203 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: 8,205 shares; 2024Q4: 9,116 shares; 2025Q1: 8,352 shares; 2025Q2: 8,996 shares; 2025Q3: 8,759 shares; 2025Q4: 8,822 shares; 2026Q1: 9,316 shares 9,316 $3.46M 0.19% +494 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: 45,528 shares; 2024Q4: 49,629 shares; 2025Q1: 53,007 shares; 2025Q2: 61,914 shares; 2025Q3: 64,519 shares; 2025Q4: 65,905 shares; 2026Q1: 71,536 shares 71,536 $3.46M 0.19% +5,631 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: 24,406 shares; 2024Q4: 30,743 shares; 2025Q1: 25,818 shares; 2025Q2: 27,479 shares; 2025Q3: 28,094 shares; 2025Q4: 27,365 shares; 2026Q1: 27,678 shares 27,678 $3.44M 0.19% +313 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: 37,661 shares; 2024Q4: 34,016 shares; 2025Q1: 34,580 shares; 2025Q2: 35,012 shares; 2025Q3: 34,549 shares; 2025Q4: 35,151 shares; 2026Q1: 35,673 shares 35,673 $3.44M 0.19% +522 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: 34,761 shares; 2024Q4: 37,748 shares; 2025Q1: 54,221 shares; 2025Q2: 68,327 shares; 2025Q3: 65,058 shares; 2025Q4: 77,115 shares; 2026Q1: 79,932 shares 79,932 $3.4M 0.19% +2,817 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: 13,503 shares; 2024Q4: 13,544 shares; 2025Q1: 12,524 shares; 2025Q2: 12,427 shares; 2025Q3: 11,414 shares; 2025Q4: 11,288 shares; 2026Q1: 11,221 shares 11,221 $3.39M 0.19% -67 Timeline JPEM 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: 28,223 shares; 2024Q4: 32,473 shares; 2025Q1: 37,074 shares; 2025Q2: 44,451 shares; 2025Q3: 46,445 shares; 2025Q4: 48,257 shares; 2026Q1: 54,393 shares 54,393 $3.38M 0.19% +6,136 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: 52,673 shares; 2024Q4: 54,484 shares; 2025Q1: 55,668 shares; 2025Q2: 58,761 shares; 2025Q3: 63,485 shares; 2025Q4: 70,421 shares; 2026Q1: 70,478 shares 70,478 $3.35M 0.19% +57 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: 27,112 shares; 2024Q4: 27,070 shares; 2025Q1: 23,146 shares; 2025Q2: 23,133 shares; 2025Q3: 23,179 shares; 2025Q4: 23,177 shares; 2026Q1: 23,498 shares 23,498 $3.27M 0.18% +321 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: 8,183 shares; 2024Q4: 8,374 shares; 2025Q1: 8,752 shares; 2025Q2: 9,265 shares; 2025Q3: 9,309 shares; 2025Q4: 9,336 shares; 2026Q1: 9,572 shares 9,572 $3.15M 0.18% +236 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: 23,899 shares; 2024Q4: 23,818 shares; 2025Q1: 24,292 shares; 2025Q2: 25,153 shares; 2025Q3: 24,959 shares; 2025Q4: 24,973 shares; 2026Q1: 24,006 shares 24,006 $3.15M 0.18% -967 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,711 shares; 2025Q1: 1,890 shares; 2025Q2: 2,152 shares; 2025Q3: 2,400 shares; 2025Q4: 2,373 shares; 2026Q1: 2,381 shares 2,381 $3.15M 0.18% +8 Timeline PSEP 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: 80,440 shares; 2024Q4: 80,400 shares; 2025Q1: 75,052 shares; 2025Q2: 75,052 shares; 2025Q3: 74,442 shares; 2025Q4: 72,842 shares; 2026Q1: 72,842 shares 72,842 $3.14M 0.18% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,163 shares; 2024Q4: 21,917 shares; 2025Q1: 23,850 shares; 2025Q2: 24,803 shares; 2025Q3: 25,794 shares; 2025Q4: 28,330 shares; 2026Q1: 28,684 shares 28,684 $3.13M 0.17% +354 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: 36,959 shares; 2024Q4: 37,320 shares; 2025Q1: 44,681 shares; 2025Q2: 46,572 shares; 2025Q3: 69,610 shares; 2025Q4: 79,646 shares; 2026Q1: 85,521 shares 85,521 $3.07M 0.17% +5,875 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: 103,391 shares; 2024Q4: 102,621 shares; 2025Q1: 98,590 shares; 2025Q2: 104,183 shares; 2025Q3: 103,730 shares; 2025Q4: 102,625 shares; 2026Q1: 104,301 shares 104,301 $3.02M 0.17% +1,676 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: 16,051 shares; 2024Q4: 19,313 shares; 2025Q1: 18,213 shares; 2025Q2: 18,028 shares; 2025Q3: 18,505 shares; 2025Q4: 18,015 shares; 2026Q1: 18,260 shares 18,260 $3.02M 0.17% +245 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,887 shares; 2024Q4: 32,777 shares; 2025Q1: 35,473 shares; 2025Q2: 40,360 shares; 2025Q3: 51,278 shares; 2025Q4: 54,725 shares; 2026Q1: 62,972 shares 62,972 $3.01M 0.17% +8,247 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: 6,695 shares; 2024Q4: 6,583 shares; 2025Q1: 7,633 shares; 2025Q2: 8,230 shares; 2025Q3: 8,360 shares; 2025Q4: 8,422 shares; 2026Q1: 8,376 shares 8,376 $3M 0.17% -46 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: 7,467 shares; 2024Q4: 7,589 shares; 2025Q1: 8,078 shares; 2025Q2: 8,280 shares; 2025Q3: 8,240 shares; 2025Q4: 8,265 shares; 2026Q1: 8,590 shares 8,590 $2.95M 0.16% +325 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: 10,724 shares; 2024Q4: 10,869 shares; 2025Q1: 9,235 shares; 2025Q2: 9,118 shares; 2025Q3: 9,571 shares; 2025Q4: 10,493 shares; 2026Q1: 10,054 shares 10,054 $2.92M 0.16% -439 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: 65,374 shares; 2024Q4: 67,767 shares; 2025Q1: 73,024 shares; 2025Q2: 78,019 shares; 2025Q3: 72,557 shares; 2025Q4: 71,475 shares; 2026Q1: 72,130 shares 72,130 $2.9M 0.16% +655 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,759 shares; 2025Q1: 6,045 shares; 2025Q2: 6,846 shares; 2025Q3: 8,477 shares; 2025Q4: 9,365 shares; 2026Q1: 11,921 shares 11,921 $2.9M 0.16% +2,556 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: 18,020 shares; 2024Q4: 18,411 shares; 2025Q1: 19,029 shares; 2025Q2: 20,597 shares; 2025Q3: 20,751 shares; 2025Q4: 21,290 shares; 2026Q1: 22,061 shares 22,061 $2.84M 0.16% +771 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: 13,826 shares; 2024Q4: 14,169 shares; 2025Q1: 14,177 shares; 2025Q2: 14,192 shares; 2025Q3: 14,269 shares; 2025Q4: 14,473 shares; 2026Q1: 14,439 shares 14,439 $2.83M 0.16% -34 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: 27,591 shares; 2024Q4: 27,737 shares; 2025Q1: 28,452 shares; 2025Q2: 28,620 shares; 2025Q3: 28,741 shares; 2025Q4: 28,880 shares; 2026Q1: 29,238 shares 29,238 $2.82M 0.16% +358 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,560 shares; 2025Q1: 4,781 shares; 2025Q2: 4,887 shares; 2025Q3: 5,550 shares; 2025Q4: 6,221 shares; 2026Q1: 7,857 shares 7,857 $2.78M 0.16% +1,636 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: 36,415 shares; 2024Q4: 109,690 shares; 2025Q1: 106,037 shares; 2025Q2: 99,858 shares; 2025Q3: 99,354 shares; 2025Q4: 93,857 shares; 2026Q1: 90,366 shares 90,366 $2.77M 0.15% -3,491 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: 19,505 shares; 2024Q4: 20,320 shares; 2025Q1: 20,909 shares; 2025Q2: 19,566 shares; 2025Q3: 19,136 shares; 2025Q4: 19,209 shares; 2026Q1: 19,083 shares 19,083 $2.77M 0.15% -126 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: 15,209 shares; 2024Q4: 15,286 shares; 2025Q1: 18,728 shares; 2025Q2: 19,581 shares; 2025Q3: 20,167 shares; 2025Q4: 16,658 shares; 2026Q1: 16,908 shares 16,908 $2.73M 0.15% +250 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: 9,934 shares; 2024Q4: 9,946 shares; 2025Q1: 9,390 shares; 2025Q2: 10,591 shares; 2025Q3: 10,710 shares; 2025Q4: 10,694 shares; 2026Q1: 11,421 shares 11,421 $2.7M 0.15% +727 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: 13,199 shares; 2024Q4: 13,268 shares; 2025Q1: 13,379 shares; 2025Q2: 14,808 shares; 2025Q3: 14,816 shares; 2025Q4: 14,222 shares; 2026Q1: 13,778 shares 13,778 $2.67M 0.15% -444 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: 18,363 shares; 2024Q4: 18,797 shares; 2025Q1: 19,200 shares; 2025Q2: 24,407 shares; 2025Q3: 27,113 shares; 2025Q4: 29,265 shares; 2026Q1: 29,408 shares 29,408 $2.66M 0.15% +143 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,843 shares; 2024Q4: 33,948 shares; 2025Q1: 20,303 shares; 2025Q2: 25,578 shares; 2025Q3: 21,776 shares; 2025Q4: 21,343 shares; 2026Q1: 22,653 shares 22,653 $2.65M 0.15% +1,310 Timeline AVIV 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: 14,139 shares; 2024Q4: 17,636 shares; 2025Q1: 20,762 shares; 2025Q2: 23,121 shares; 2025Q3: 25,199 shares; 2025Q4: 30,509 shares; 2026Q1: 35,069 shares 35,069 $2.62M 0.15% +4,560 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: 21,865 shares; 2024Q4: 21,675 shares; 2025Q1: 21,570 shares; 2025Q2: 22,386 shares; 2025Q3: 22,107 shares; 2025Q4: 21,690 shares; 2026Q1: 22,648 shares 22,648 $2.57M 0.14% +958 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 7,570 shares; 2025Q1: 9,483 shares; 2025Q2: 11,716 shares; 2025Q3: 11,882 shares; 2025Q4: 12,342 shares; 2026Q1: 12,455 shares 12,455 $2.56M 0.14% +113 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: 22,214 shares; 2024Q4: 22,091 shares; 2025Q1: 22,700 shares; 2025Q2: 25,138 shares; 2025Q3: 28,647 shares; 2025Q4: 27,407 shares; 2026Q1: 26,048 shares 26,048 $2.56M 0.14% -1,359 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,422 shares; 2025Q1: 9,645 shares; 2025Q2: 9,910 shares; 2025Q3: 10,243 shares; 2025Q4: 10,204 shares; 2026Q1: 10,492 shares 10,492 $2.55M 0.14% +288 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: 18,364 shares; 2024Q4: 18,296 shares; 2025Q1: 18,711 shares; 2025Q2: 18,823 shares; 2025Q3: 18,607 shares; 2025Q4: 18,540 shares; 2026Q1: 18,694 shares 18,694 $2.54M 0.14% +154 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: 8,022 shares; 2024Q4: 8,041 shares; 2025Q1: 8,400 shares; 2025Q2: 8,603 shares; 2025Q3: 8,407 shares; 2025Q4: 8,461 shares; 2026Q1: 8,697 shares 8,697 $2.54M 0.14% +236 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: 22,884 shares; 2024Q4: 22,650 shares; 2025Q1: 22,749 shares; 2025Q2: 22,568 shares; 2025Q3: 23,609 shares; 2025Q4: 22,872 shares; 2026Q1: 24,654 shares 24,654 $2.53M 0.14% +1,782 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: 31,136 shares; 2024Q4: 30,991 shares; 2025Q1: 30,521 shares; 2025Q2: 30,597 shares; 2025Q3: 30,672 shares; 2025Q4: 31,973 shares; 2026Q1: 30,733 shares 30,733 $2.44M 0.14% -1,240 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: 7,887 shares; 2024Q4: 7,855 shares; 2025Q1: 7,956 shares; 2025Q2: 8,193 shares; 2025Q3: 8,265 shares; 2025Q4: 8,263 shares; 2026Q1: 8,333 shares 8,333 $2.39M 0.13% +70 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: 42,142 shares; 2024Q4: 48,656 shares; 2025Q1: 48,974 shares; 2025Q2: 55,803 shares; 2025Q3: 66,538 shares; 2025Q4: 70,129 shares; 2026Q1: 79,414 shares 79,414 $2.39M 0.13% +9,285 Timeline CGMS 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: 18,123 shares; 2024Q4: 17,581 shares; 2025Q1: 77,466 shares; 2025Q2: 78,638 shares; 2025Q3: 79,816 shares; 2025Q4: 84,998 shares; 2026Q1: 85,923 shares 85,923 $2.34M 0.13% +925 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,648 shares; 2024Q4: 33,395 shares; 2025Q1: 33,439 shares; 2025Q2: 32,962 shares; 2025Q3: 32,905 shares; 2025Q4: 31,499 shares; 2026Q1: 31,376 shares 31,376 $2.34M 0.13% -123 Timeline IEI 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: 9,338 shares; 2024Q4: 10,249 shares; 2025Q1: 11,812 shares; 2025Q2: 12,693 shares; 2025Q3: 14,920 shares; 2025Q4: 18,938 shares; 2026Q1: 19,496 shares 19,496 $2.31M 0.13% +558 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: 5,830 shares; 2024Q4: 5,833 shares; 2025Q1: 6,042 shares; 2025Q2: 6,762 shares; 2025Q3: 6,860 shares; 2025Q4: 6,796 shares; 2026Q1: 6,813 shares 6,813 $2.3M 0.13% +17 Timeline PDEC 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: 64,116 shares; 2024Q4: 64,116 shares; 2025Q1: 64,116 shares; 2025Q2: 62,916 shares; 2025Q3: 62,916 shares; 2025Q4: 62,916 shares; 2026Q1: 54,066 shares 54,066 $2.3M 0.13% -8,850 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: 6,167 shares; 2024Q4: 5,745 shares; 2025Q1: 5,698 shares; 2025Q2: 6,197 shares; 2025Q3: 6,491 shares; 2025Q4: 6,458 shares; 2026Q1: 6,772 shares 6,772 $2.29M 0.13% +314 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: 4,023 shares; 2024Q4: 4,080 shares; 2025Q1: 4,048 shares; 2025Q2: 4,520 shares; 2025Q3: 4,634 shares; 2025Q4: 4,592 shares; 2026Q1: 4,576 shares 4,576 $2.25M 0.13% -16 Timeline TOTL 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: 51,512 shares; 2024Q4: 52,688 shares; 2025Q1: 56,191 shares; 2025Q2: 58,145 shares; 2025Q3: 56,399 shares; 2025Q4: 55,973 shares; 2026Q1: 56,201 shares 56,201 $2.23M 0.12% +228 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,125 shares; 2024Q4: 42,800 shares; 2025Q1: 46,203 shares; 2025Q2: 51,640 shares; 2025Q3: 63,697 shares; 2025Q4: 67,722 shares; 2026Q1: 77,012 shares 77,012 $2.21M 0.12% +9,290 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: 9,595 shares; 2024Q4: 9,494 shares; 2025Q1: 11,941 shares; 2025Q2: 14,299 shares; 2025Q3: 15,040 shares; 2025Q4: 13,458 shares; 2026Q1: 12,285 shares 12,285 $2.21M 0.12% -1,173 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: 8,485 shares; 2024Q4: 8,496 shares; 2025Q1: 8,483 shares; 2025Q2: 8,696 shares; 2025Q3: 8,728 shares; 2025Q4: 8,559 shares; 2026Q1: 8,410 shares 8,410 $2.19M 0.12% -149 Timeline SDVY 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: 8,216 shares; 2024Q4: 8,257 shares; 2025Q1: 31,925 shares; 2025Q2: 48,440 shares; 2025Q3: 49,682 shares; 2025Q4: 53,574 shares; 2026Q1: 55,481 shares 55,481 $2.19M 0.12% +1,907 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,624 shares; 2025Q1: 10,138 shares; 2025Q2: 10,215 shares; 2025Q3: 10,427 shares; 2025Q4: 10,593 shares; 2026Q1: 11,086 shares 11,086 $2.17M 0.12% +493 Timeline CGSM 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: 21,684 shares; 2024Q4: 21,874 shares; 2025Q1: 31,637 shares; 2025Q2: 31,883 shares; 2025Q3: 84,028 shares; 2025Q4: 76,981 shares; 2026Q1: 81,883 shares 81,883 $2.15M 0.12% +4,902 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,102 shares; 2024Q4: 13,288 shares; 2025Q1: 13,420 shares; 2025Q2: 13,595 shares; 2025Q3: 13,285 shares; 2025Q4: 13,311 shares; 2026Q1: 13,655 shares 13,655 $2.15M 0.12% +344 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: 40,049 shares; 2024Q4: 39,702 shares; 2025Q1: 39,843 shares; 2025Q2: 39,693 shares; 2025Q3: 39,809 shares; 2025Q4: 39,658 shares; 2026Q1: 39,271 shares 39,271 $2.13M 0.12% -387 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: 10,340 shares; 2024Q4: 11,076 shares; 2025Q1: 11,155 shares; 2025Q2: 11,612 shares; 2025Q3: 11,793 shares; 2025Q4: 11,594 shares; 2026Q1: 11,642 shares 11,642 $2.12M 0.12% +48 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: 37,137 shares; 2024Q4: 37,936 shares; 2025Q1: 47,417 shares; 2025Q2: 49,690 shares; 2025Q3: 52,025 shares; 2025Q4: 42,078 shares; 2026Q1: 42,944 shares 42,944 $2.12M 0.12% +866 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: 6,181 shares; 2024Q4: 6,082 shares; 2025Q1: 6,241 shares; 2025Q2: 7,102 shares; 2025Q3: 8,984 shares; 2025Q4: 9,142 shares; 2026Q1: 11,356 shares 11,356 $2.12M 0.12% +2,214 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: 108,925 shares; 2024Q4: 110,679 shares; 2025Q1: 111,181 shares; 2025Q2: 112,094 shares; 2025Q3: 112,411 shares; 2025Q4: 109,422 shares; 2026Q1: 108,249 shares 108,249 $2.09M 0.12% -1,173 Timeline BALT 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: 62,155 shares 62,155 $2.08M 0.12% new 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: 33,973 shares; 2024Q4: 28,938 shares; 2025Q1: 30,255 shares; 2025Q2: 29,147 shares; 2025Q3: 28,875 shares; 2025Q4: 28,912 shares; 2026Q1: 28,733 shares 28,733 $2.06M 0.12% -179 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: 15,944 shares; 2024Q4: 16,930 shares; 2025Q1: 16,784 shares; 2025Q2: 15,917 shares; 2025Q3: 16,416 shares; 2025Q4: 32,112 shares; 2026Q1: 33,172 shares 33,172 $2.03M 0.11% +1,060 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: 2,388 shares; 2024Q4: 2,216 shares; 2025Q1: 2,271 shares; 2025Q2: 2,402 shares; 2025Q3: 2,186 shares; 2025Q4: 2,078 shares; 2026Q1: 2,256 shares 2,256 $1.95M 0.11% +178 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: 9,852 shares; 2024Q4: 9,592 shares; 2025Q1: 9,778 shares; 2025Q2: 12,079 shares; 2025Q3: 12,329 shares; 2025Q4: 11,862 shares; 2026Q1: 12,220 shares 12,220 $1.95M 0.11% +358 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: 16,785 shares; 2024Q4: 16,605 shares; 2025Q1: 10,604 shares; 2025Q2: 10,357 shares; 2025Q3: 10,013 shares; 2025Q4: 21,250 shares; 2026Q1: 23,742 shares 23,742 $1.95M 0.11% +2,492 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: 3,747 shares; 2024Q4: 3,769 shares; 2025Q1: 4,125 shares; 2025Q2: 6,049 shares; 2025Q3: 7,046 shares; 2025Q4: 6,572 shares; 2026Q1: 7,182 shares 7,182 $1.94M 0.11% +610 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,118 shares; 2024Q4: 39,522 shares; 2025Q1: 43,356 shares; 2025Q2: 46,686 shares; 2025Q3: 46,932 shares; 2025Q4: 46,968 shares; 2026Q1: 47,022 shares 47,022 $1.93M 0.11% +54 Timeline PJUL 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: 40,652 shares; 2024Q4: 40,652 shares; 2025Q1: 40,652 shares; 2025Q2: 41,688 shares; 2025Q3: 41,688 shares; 2025Q4: 41,688 shares; 2026Q1: 41,688 shares 41,688 $1.92M 0.11% 0 Timeline SMDV 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: 28,879 shares; 2024Q4: 29,829 shares; 2025Q1: 28,633 shares; 2025Q2: 28,411 shares; 2025Q3: 28,353 shares; 2025Q4: 27,774 shares; 2026Q1: 27,775 shares 27,775 $1.91M 0.11% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,136 shares; 2024Q4: 20,210 shares; 2025Q1: 21,187 shares; 2025Q2: 21,898 shares; 2025Q3: 22,572 shares; 2025Q4: 22,769 shares; 2026Q1: 23,531 shares 23,531 $1.9M 0.11% +762 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,689 shares; 2025Q1: 3,783 shares; 2025Q2: 3,728 shares; 2025Q3: 3,693 shares; 2025Q4: 3,804 shares; 2026Q1: 3,831 shares 3,831 $1.9M 0.11% +27 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: 10,300 shares; 2024Q4: 11,583 shares; 2025Q1: 10,796 shares; 2025Q2: 12,132 shares; 2025Q3: 12,882 shares; 2025Q4: 15,468 shares; 2026Q1: 17,012 shares 17,012 $1.88M 0.1% +1,544 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,417 shares; 2025Q2: 3,601 shares; 2025Q3: 3,620 shares; 2025Q4: 3,644 shares; 2026Q1: 4,345 shares 4,345 $1.88M 0.1% +701 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,552 shares; 2025Q1: 3,727 shares; 2025Q2: 3,859 shares; 2025Q3: 3,962 shares; 2025Q4: 4,009 shares; 2026Q1: 4,196 shares 4,196 $1.86M 0.1% +187 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: 35,851 shares; 2024Q4: 36,315 shares; 2025Q1: 37,356 shares; 2025Q2: 39,829 shares; 2025Q3: 40,301 shares; 2025Q4: 40,400 shares; 2026Q1: 40,363 shares 40,363 $1.86M 0.1% -37 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 15,716 shares; 2025Q1: 15,749 shares; 2025Q2: 15,644 shares; 2025Q3: 11,888 shares; 2025Q4: 15,158 shares; 2026Q1: 18,434 shares 18,434 $1.85M 0.1% +3,276 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: 2,962 shares; 2024Q4: 2,929 shares; 2025Q1: 2,934 shares; 2025Q2: 8,466 shares; 2025Q3: 8,220 shares; 2025Q4: 9,031 shares; 2026Q1: 10,088 shares 10,088 $1.84M 0.1% +1,057 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,370 shares; 2024Q4: 41,022 shares; 2025Q1: 43,677 shares; 2025Q2: 50,116 shares; 2025Q3: 58,288 shares; 2025Q4: 61,368 shares; 2026Q1: 69,460 shares 69,460 $1.83M 0.1% +8,092 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: 12,232 shares; 2025Q1: 13,189 shares; 2025Q2: 14,022 shares; 2025Q3: 14,342 shares; 2025Q4: 14,418 shares; 2026Q1: 14,423 shares 14,423 $1.83M 0.1% +5 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: 5,729 shares; 2024Q4: 5,507 shares; 2025Q1: 5,762 shares; 2025Q2: 5,536 shares; 2025Q3: 5,590 shares; 2025Q4: 5,545 shares; 2026Q1: 5,596 shares 5,596 $1.82M 0.1% +51 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,068 shares; 2024Q4: 45,327 shares; 2025Q1: 47,578 shares; 2025Q2: 48,356 shares; 2025Q3: 48,813 shares; 2025Q4: 49,148 shares; 2026Q1: 49,529 shares 49,529 $1.8M 0.1% +381 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 24,379 shares; 2025Q1: 24,713 shares; 2025Q2: 25,510 shares; 2025Q3: 25,709 shares; 2025Q4: 25,063 shares; 2026Q1: 25,279 shares 25,279 $1.8M 0.1% +216 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,861 shares; 2024Q4: 26,167 shares; 2025Q1: 26,335 shares; 2025Q2: 26,430 shares; 2025Q3: 26,785 shares; 2025Q4: 26,933 shares; 2026Q1: 27,238 shares 27,238 $1.8M 0.1% +305 Timeline NOCT 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: 33,781 shares; 2024Q4: 33,781 shares; 2025Q1: 33,341 shares; 2025Q2: 33,341 shares; 2025Q3: 33,341 shares; 2025Q4: 32,816 shares; 2026Q1: 31,886 shares 31,886 $1.8M 0.1% -930 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,978 shares; 2025Q1: 9,490 shares; 2025Q2: 10,580 shares; 2025Q3: 11,011 shares; 2025Q4: 13,709 shares; 2026Q1: 15,184 shares 15,184 $1.79M 0.1% +1,475 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,741 shares; 2024Q4: 19,388 shares; 2025Q1: 19,264 shares; 2025Q2: 20,005 shares; 2025Q3: 19,704 shares; 2025Q4: 19,582 shares; 2026Q1: 19,951 shares 19,951 $1.79M 0.1% +369 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 9,166 shares; 2025Q1: 9,042 shares; 2025Q2: 9,208 shares; 2025Q3: 9,342 shares; 2025Q4: 9,319 shares; 2026Q1: 9,350 shares 9,350 $1.77M 0.1% +31 Timeline SPIP 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: 34,551 shares; 2024Q4: 39,915 shares; 2025Q1: 40,795 shares; 2025Q2: 46,905 shares; 2025Q3: 56,226 shares; 2025Q4: 59,483 shares; 2026Q1: 67,620 shares 67,620 $1.76M 0.1% +8,137 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: 7,140 shares; 2024Q4: 6,803 shares; 2025Q1: 7,046 shares; 2025Q2: 7,194 shares; 2025Q3: 7,400 shares; 2025Q4: 7,413 shares; 2026Q1: 7,757 shares 7,757 $1.75M 0.1% +344 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: 13,870 shares; 2024Q4: 13,575 shares; 2025Q1: 13,475 shares; 2025Q2: 13,723 shares; 2025Q3: 13,446 shares; 2025Q4: 13,320 shares; 2026Q1: 13,372 shares 13,372 $1.75M 0.1% +52 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: 3,046 shares; 2024Q4: 5,193 shares; 2025Q1: 5,810 shares; 2025Q2: 6,367 shares; 2025Q3: 7,748 shares; 2025Q4: 7,991 shares; 2026Q1: 8,798 shares 8,798 $1.74M 0.1% +807 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: 15,533 shares; 2024Q4: 16,340 shares; 2025Q1: 17,432 shares; 2025Q2: 24,341 shares; 2025Q3: 25,045 shares; 2025Q4: 24,440 shares; 2026Q1: 24,629 shares 24,629 $1.72M 0.1% +189 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: 52,117 shares; 2024Q4: 47,102 shares; 2025Q1: 52,890 shares; 2025Q2: 58,148 shares; 2025Q3: 73,534 shares; 2025Q4: 73,475 shares; 2026Q1: 88,811 shares 88,811 $1.71M 0.1% +15,336 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: 6,252 shares; 2024Q4: 6,353 shares; 2025Q1: 6,748 shares; 2025Q2: 8,685 shares; 2025Q3: 10,948 shares; 2025Q4: 11,136 shares; 2026Q1: 11,359 shares 11,359 $1.7M 0.1% +223 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: 10,743 shares; 2024Q4: 11,011 shares; 2025Q1: 11,828 shares; 2025Q2: 11,820 shares; 2025Q3: 11,678 shares; 2025Q4: 15,533 shares; 2026Q1: 17,610 shares 17,610 $1.7M 0.09% +2,077 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: 21,572 shares; 2024Q4: 21,197 shares; 2025Q1: 21,242 shares; 2025Q2: 21,596 shares; 2025Q3: 21,603 shares; 2025Q4: 19,331 shares; 2026Q1: 19,231 shares 19,231 $1.7M 0.09% -100 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,265 shares; 2025Q1: 4,215 shares; 2025Q2: 5,965 shares; 2025Q3: 5,891 shares; 2025Q4: 6,031 shares; 2026Q1: 6,041 shares 6,041 $1.69M 0.09% +10 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: 12,387 shares; 2024Q4: 11,297 shares; 2025Q1: 10,298 shares; 2025Q2: 8,816 shares; 2025Q3: 8,886 shares; 2025Q4: 8,752 shares; 2026Q1: 8,452 shares 8,452 $1.68M 0.09% -300 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 10,185 shares; 2025Q1: 10,218 shares; 2025Q2: 10,496 shares; 2025Q3: 10,233 shares; 2025Q4: 10,368 shares; 2026Q1: 10,134 shares 10,134 $1.68M 0.09% -234 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,944 shares; 2024Q4: 8,049 shares; 2025Q1: 8,136 shares; 2025Q2: 8,117 shares; 2025Q3: 8,152 shares; 2025Q4: 8,186 shares; 2026Q1: 8,123 shares 8,123 $1.68M 0.09% -63 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 7,436 shares; 2025Q1: 13,355 shares; 2025Q2: 14,149 shares; 2025Q3: 16,875 shares; 2025Q4: 19,311 shares; 2026Q1: 32,901 shares 32,901 $1.68M 0.09% +13,590 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: 2,040 shares; 2024Q4: 1,913 shares; 2025Q1: 2,042 shares; 2025Q2: 2,062 shares; 2025Q3: 1,919 shares; 2025Q4: 1,925 shares; 2026Q1: 1,980 shares 1,980 $1.68M 0.09% +55 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,833 shares; 2024Q4: 6,483 shares; 2025Q1: 8,981 shares; 2025Q2: 9,196 shares; 2025Q3: 8,626 shares; 2025Q4: 8,134 shares; 2026Q1: 8,160 shares 8,160 $1.66M 0.09% +26 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: 12,545 shares; 2024Q4: 12,409 shares; 2025Q1: 6,050 shares; 2025Q2: 6,008 shares; 2025Q3: 5,996 shares; 2025Q4: 31,306 shares; 2026Q1: 36,168 shares 36,168 $1.66M 0.09% +4,862 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 6,104 shares; 2025Q1: 8,052 shares; 2025Q2: 8,272 shares; 2025Q3: 8,073 shares; 2025Q4: 8,062 shares; 2026Q1: 7,982 shares 7,982 $1.66M 0.09% -80 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: 5,970 shares; 2024Q4: 5,908 shares; 2025Q1: 6,200 shares; 2025Q2: 6,254 shares; 2025Q3: 6,781 shares; 2025Q4: 7,068 shares; 2026Q1: 8,099 shares 8,099 $1.65M 0.09% +1,031 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: 1,572 shares; 2024Q4: 1,909 shares; 2025Q1: 3,214 shares; 2025Q2: 3,674 shares; 2025Q3: 4,730 shares; 2025Q4: 4,803 shares; 2026Q1: 5,714 shares 5,714 $1.64M 0.09% +911 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,913 shares; 2025Q1: 2,148 shares; 2025Q2: 2,090 shares; 2025Q3: 2,134 shares; 2025Q4: 2,157 shares; 2026Q1: 2,251 shares 2,251 $1.64M 0.09% +94 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 17,412 shares; 2025Q1: 20,640 shares; 2025Q2: 22,798 shares; 2025Q3: 26,647 shares; 2025Q4: 13,046 shares; 2026Q1: 18,445 shares 18,445 $1.64M 0.09% +5,399 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,442 shares; 2024Q4: 28,230 shares; 2025Q1: 28,505 shares; 2025Q2: 28,839 shares; 2025Q3: 28,745 shares; 2025Q4: 28,838 shares; 2026Q1: 28,794 shares 28,794 $1.58M 0.09% -44 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: 9,557 shares; 2024Q4: 9,641 shares; 2025Q1: 11,566 shares; 2025Q2: 13,231 shares; 2025Q3: 13,016 shares; 2025Q4: 14,655 shares; 2026Q1: 14,695 shares 14,695 $1.57M 0.09% +40 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,889 shares; 2025Q2: 3,352 shares; 2025Q3: 3,461 shares; 2025Q4: 3,446 shares; 2026Q1: 3,668 shares 3,668 $1.56M 0.09% +222 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: 17,726 shares; 2024Q4: 17,549 shares; 2025Q1: 17,584 shares; 2025Q2: 17,766 shares; 2025Q3: 18,333 shares; 2025Q4: 18,652 shares; 2026Q1: 18,969 shares 18,969 $1.51M 0.08% +317 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: 9,132 shares; 2024Q4: 9,050 shares; 2025Q1: 9,487 shares; 2025Q2: 10,223 shares; 2025Q3: 10,669 shares; 2025Q4: 11,963 shares; 2026Q1: 13,109 shares 13,109 $1.51M 0.08% +1,146 Timeline POCT 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: 92,989 shares; 2024Q4: 92,989 shares; 2025Q1: 70,199 shares; 2025Q2: 35,675 shares; 2025Q3: 34,959 shares; 2025Q4: 34,959 shares; 2026Q1: 34,959 shares 34,959 $1.51M 0.08% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,297 shares; 2025Q4: 37,144 shares; 2026Q1: 44,988 shares 44,988 $1.5M 0.08% +7,844 Timeline FNDX 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: 17,450 shares; 2024Q4: 52,596 shares; 2025Q1: 52,835 shares; 2025Q2: 53,068 shares; 2025Q3: 53,287 shares; 2025Q4: 53,524 shares; 2026Q1: 53,740 shares 53,740 $1.5M 0.08% +216 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: 18,908 shares; 2024Q4: 18,565 shares; 2025Q1: 18,075 shares; 2025Q2: 17,512 shares; 2025Q3: 17,633 shares; 2025Q4: 17,107 shares; 2026Q1: 17,194 shares 17,194 $1.49M 0.08% +87 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,980 shares 20,980 $1.49M 0.08% new 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: 7,698 shares; 2024Q4: 8,103 shares; 2025Q1: 8,314 shares; 2025Q2: 8,560 shares; 2025Q3: 8,600 shares; 2025Q4: 7,807 shares; 2026Q1: 8,601 shares 8,601 $1.48M 0.08% +794 Timeline PFF 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: 24,590 shares; 2024Q4: 25,725 shares; 2025Q1: 37,573 shares; 2025Q2: 43,028 shares; 2025Q3: 45,188 shares; 2025Q4: 47,427 shares; 2026Q1: 48,430 shares 48,430 $1.47M 0.08% +1,003 Timeline PNOV 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: 82,346 shares; 2024Q4: 80,521 shares; 2025Q1: 75,082 shares; 2025Q2: 67,582 shares; 2025Q3: 59,157 shares; 2025Q4: 50,289 shares; 2026Q1: 35,893 shares 35,893 $1.47M 0.08% -14,396 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: 919 shares; 2024Q4: 913 shares; 2025Q1: 971 shares; 2025Q2: 852 shares; 2025Q3: 890 shares; 2025Q4: 9,796 shares; 2026Q1: 15,112 shares 15,112 $1.45M 0.08% +5,316 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: 8,543 shares; 2024Q4: 8,455 shares; 2025Q1: 8,343 shares; 2025Q2: 8,315 shares; 2025Q3: 8,280 shares; 2025Q4: 7,963 shares; 2026Q1: 7,865 shares 7,865 $1.45M 0.08% -98 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 3,055 shares; 2025Q1: 3,505 shares; 2025Q2: 3,378 shares; 2025Q3: 3,414 shares; 2025Q4: 3,426 shares; 2026Q1: 3,448 shares 3,448 $1.44M 0.08% +22 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: 1,364 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,186 shares; 2025Q3: 1,786 shares; 2025Q4: 1,203 shares; 2026Q1: 1,644 shares 1,644 $1.44M 0.08% +441 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: 7,073 shares; 2024Q4: 7,138 shares; 2025Q1: 9,112 shares; 2025Q2: 9,155 shares; 2025Q3: 9,326 shares; 2025Q4: 13,277 shares; 2026Q1: 13,069 shares 13,069 $1.42M 0.08% -208 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: 4,441 shares; 2024Q4: 4,443 shares; 2025Q1: 4,068 shares; 2025Q2: 4,018 shares; 2025Q3: 4,019 shares; 2025Q4: 4,020 shares; 2026Q1: 3,323 shares 3,323 $1.42M 0.08% -697 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,941 shares; 2025Q1: 5,172 shares; 2025Q2: 7,851 shares; 2025Q3: 7,846 shares; 2025Q4: 8,711 shares; 2026Q1: 8,974 shares 8,974 $1.41M 0.08% +263 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 3,947 shares; 2025Q1: 6,011 shares; 2025Q2: 7,963 shares; 2025Q3: 8,125 shares; 2025Q4: 7,836 shares; 2026Q1: 7,649 shares 7,649 $1.4M 0.08% -187 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: 43,047 shares; 2024Q4: 44,073 shares; 2025Q1: 53,523 shares; 2025Q2: 62,875 shares; 2025Q3: 67,832 shares; 2025Q4: 35,185 shares; 2026Q1: 33,667 shares 33,667 $1.4M 0.08% -1,518 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,621 shares; 2024Q4: 24,730 shares; 2025Q1: 9,099 shares; 2025Q2: 9,620 shares; 2025Q3: 9,034 shares; 2025Q4: 34,400 shares; 2026Q1: 40,579 shares 40,579 $1.36M 0.08% +6,179 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: 841 shares; 2024Q4: 701 shares; 2025Q1: not reported; 2025Q2: 3,541 shares; 2025Q3: 3,543 shares; 2025Q4: 3,547 shares; 2026Q1: 3,701 shares 3,701 $1.36M 0.08% +154 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,958 shares; 2025Q1: 4,156 shares; 2025Q2: 4,070 shares; 2025Q3: 4,141 shares; 2025Q4: 3,886 shares; 2026Q1: 8,211 shares 8,211 $1.35M 0.08% +4,325 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,622 shares; 2025Q1: 3,106 shares; 2025Q2: 3,058 shares; 2025Q3: 3,064 shares; 2025Q4: 3,003 shares; 2026Q1: 2,899 shares 2,899 $1.34M 0.08% -104 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: 18,031 shares; 2024Q4: 17,865 shares; 2025Q1: 16,301 shares; 2025Q2: 16,079 shares; 2025Q3: 16,057 shares; 2025Q4: 15,987 shares; 2026Q1: 16,006 shares 16,006 $1.34M 0.07% +19 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: 11,095 shares; 2024Q4: 10,820 shares; 2025Q1: 10,887 shares; 2025Q2: 11,928 shares; 2025Q3: 11,805 shares; 2025Q4: 10,606 shares; 2026Q1: 9,853 shares 9,853 $1.34M 0.07% -753 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: 6,634 shares; 2024Q4: 7,851 shares; 2025Q1: 8,666 shares; 2025Q2: 8,945 shares; 2025Q3: 9,468 shares; 2025Q4: 8,328 shares; 2026Q1: 9,121 shares 9,121 $1.33M 0.07% +793 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: 11,407 shares; 2026Q1: 11,483 shares 11,483 $1.32M 0.07% +76 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,874 shares; 2024Q4: 17,169 shares; 2025Q1: 17,826 shares; 2025Q2: 17,951 shares; 2025Q3: 18,109 shares; 2025Q4: 18,362 shares; 2026Q1: 18,722 shares 18,722 $1.32M 0.07% +360 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: 9,282 shares; 2024Q4: 9,345 shares; 2025Q1: 9,008 shares; 2025Q2: 10,839 shares; 2025Q3: 11,278 shares; 2025Q4: 11,524 shares; 2026Q1: 12,737 shares 12,737 $1.32M 0.07% +1,213 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 11,404 shares; 2025Q1: 12,388 shares; 2025Q2: 12,436 shares; 2025Q3: 12,546 shares; 2025Q4: 12,757 shares; 2026Q1: 12,442 shares 12,442 $1.32M 0.07% -315 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: 6,986 shares; 2024Q4: 6,868 shares; 2025Q1: 8,027 shares; 2025Q2: 7,461 shares; 2025Q3: 7,568 shares; 2025Q4: 9,201 shares; 2026Q1: 9,759 shares 9,759 $1.3M 0.07% +558 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: 5,716 shares; 2024Q4: 5,638 shares; 2025Q1: 5,132 shares; 2025Q2: 4,842 shares; 2025Q3: 4,753 shares; 2025Q4: 4,694 shares; 2026Q1: 4,566 shares 4,566 $1.3M 0.07% -128 Timeline QTEC 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: 6,800 shares; 2024Q4: 6,764 shares; 2025Q1: 6,646 shares; 2025Q2: 6,596 shares; 2025Q3: 6,446 shares; 2025Q4: 6,221 shares; 2026Q1: 5,994 shares 5,994 $1.29M 0.07% -227 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,987 shares; 2025Q1: 2,002 shares; 2025Q2: 1,973 shares; 2025Q3: 1,970 shares; 2025Q4: 1,973 shares; 2026Q1: 1,889 shares 1,889 $1.29M 0.07% -84 Timeline FXO 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: 24,952 shares; 2024Q4: 24,492 shares; 2025Q1: 24,507 shares; 2025Q2: 24,378 shares; 2025Q3: 23,567 shares; 2025Q4: 23,172 shares; 2026Q1: 22,717 shares 22,717 $1.28M 0.07% -455 Timeline AVES 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: 7,894 shares; 2024Q4: 9,794 shares; 2025Q1: 11,605 shares; 2025Q2: 12,970 shares; 2025Q3: 14,134 shares; 2025Q4: 17,599 shares; 2026Q1: 21,279 shares 21,279 $1.28M 0.07% +3,680 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: 2,623 shares; 2024Q4: 3,076 shares; 2025Q1: 2,753 shares; 2025Q2: 2,743 shares; 2025Q3: 2,744 shares; 2025Q4: 2,769 shares; 2026Q1: 2,909 shares 2,909 $1.27M 0.07% +140 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: 14,300 shares; 2024Q4: 14,337 shares; 2025Q1: 14,372 shares; 2025Q2: 14,435 shares; 2025Q3: 14,170 shares; 2025Q4: 14,037 shares; 2026Q1: 13,651 shares 13,651 $1.27M 0.07% -386 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,318 shares; 2025Q1: 1,425 shares; 2025Q2: 1,434 shares; 2025Q3: 1,602 shares; 2025Q4: 1,611 shares; 2026Q1: 1,634 shares 1,634 $1.26M 0.07% +23 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 4,867 shares; 2025Q1: 5,054 shares; 2025Q2: 4,775 shares; 2025Q3: 4,350 shares; 2025Q4: 4,448 shares; 2026Q1: 5,050 shares 5,050 $1.26M 0.07% +602 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: 19,286 shares; 2025Q3: 20,441 shares; 2025Q4: 29,343 shares; 2026Q1: 32,806 shares 32,806 $1.26M 0.07% +3,463 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: 6,935 shares; 2024Q4: 6,779 shares; 2025Q1: 7,089 shares; 2025Q2: 7,493 shares; 2025Q3: 7,883 shares; 2025Q4: 7,859 shares; 2026Q1: 8,167 shares 8,167 $1.25M 0.07% +308 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,753 shares; 2025Q1: 3,798 shares; 2025Q2: 3,813 shares; 2025Q3: 3,818 shares; 2025Q4: 3,823 shares; 2026Q1: 3,813 shares 3,813 $1.25M 0.07% -10 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: 3,788 shares; 2024Q4: 3,768 shares; 2025Q1: 3,871 shares; 2025Q2: 4,086 shares; 2025Q3: 3,736 shares; 2025Q4: 3,671 shares; 2026Q1: 3,785 shares 3,785 $1.24M 0.07% +114 Timeline PAPR 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: 32,304 shares; 2024Q4: 31,246 shares; 2025Q1: 31,246 shares; 2025Q2: 31,246 shares; 2025Q3: 31,246 shares; 2025Q4: 31,246 shares; 2026Q1: 31,246 shares 31,246 $1.24M 0.07% 0 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: 3,882 shares; 2024Q4: 3,752 shares; 2025Q1: 3,854 shares; 2025Q2: 4,037 shares; 2025Q3: 4,015 shares; 2025Q4: 3,607 shares; 2026Q1: 3,489 shares 3,489 $1.24M 0.07% -118 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 10,960 shares; 2025Q1: 11,409 shares; 2025Q2: 12,248 shares; 2025Q3: 12,348 shares; 2025Q4: 12,231 shares; 2026Q1: 12,710 shares 12,710 $1.24M 0.07% +479 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,125 shares; 2025Q1: 2,170 shares; 2025Q2: 2,187 shares; 2025Q3: 2,237 shares; 2025Q4: 5,974 shares; 2026Q1: 6,205 shares 6,205 $1.23M 0.07% +231 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: 701 shares; 2025Q1: 761 shares; 2025Q2: 1,258 shares; 2025Q3: 1,426 shares; 2025Q4: 1,414 shares; 2026Q1: 1,278 shares 1,278 $1.23M 0.07% -136 Timeline AVMC 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: 7,940 shares; 2025Q2: 10,524 shares; 2025Q3: 12,989 shares; 2025Q4: 12,649 shares; 2026Q1: 16,405 shares 16,405 $1.19M 0.07% +3,756 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: 5,756 shares; 2024Q4: 5,757 shares; 2025Q1: 5,758 shares; 2025Q2: 5,720 shares; 2025Q3: 5,722 shares; 2025Q4: 5,723 shares; 2026Q1: 5,483 shares 5,483 $1.17M 0.07% -240 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,612 shares; 2025Q2: 30,612 shares; 2025Q3: 29,840 shares; 2025Q4: 29,593 shares; 2026Q1: 28,851 shares 28,851 $1.17M 0.07% -742 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: 21,975 shares; 2024Q4: 21,995 shares; 2025Q1: 22,355 shares; 2025Q2: 22,403 shares; 2025Q3: 22,393 shares; 2025Q4: 22,211 shares; 2026Q1: 22,321 shares 22,321 $1.16M 0.06% +110 Timeline IBDT 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: 16,779 shares; 2024Q4: 24,041 shares; 2025Q1: 27,487 shares; 2025Q2: 28,703 shares; 2025Q3: 33,226 shares; 2025Q4: 37,109 shares; 2026Q1: 45,560 shares 45,560 $1.15M 0.06% +8,451 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 13,735 shares; 2025Q1: 14,038 shares; 2025Q2: 15,285 shares; 2025Q3: 16,001 shares; 2025Q4: 16,387 shares; 2026Q1: 18,388 shares 18,388 $1.15M 0.06% +2,001 Timeline ICLO 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: 54,607 shares; 2024Q4: 55,363 shares; 2025Q1: 72,646 shares; 2025Q2: 70,736 shares; 2025Q3: 70,379 shares; 2025Q4: 69,944 shares; 2026Q1: 45,158 shares 45,158 $1.15M 0.06% -24,786 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,275 shares; 2025Q1: 5,790 shares; 2025Q2: 6,111 shares; 2025Q3: 7,822 shares; 2025Q4: 7,915 shares; 2026Q1: 8,368 shares 8,368 $1.15M 0.06% +453 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,626 shares; 2025Q1: 6,022 shares; 2025Q2: 6,242 shares; 2025Q3: 6,275 shares; 2025Q4: 6,247 shares; 2026Q1: 6,302 shares 6,302 $1.14M 0.06% +55 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,563 shares; 2024Q4: 27,115 shares; 2025Q1: 31,541 shares; 2025Q2: 32,818 shares; 2025Q3: 125,156 shares; 2025Q4: 41,661 shares; 2026Q1: 46,641 shares 46,641 $1.13M 0.06% +4,980 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: 4,190 shares; 2024Q4: 4,191 shares; 2025Q1: 4,193 shares; 2025Q2: 6,784 shares; 2025Q3: 10,006 shares; 2025Q4: 11,871 shares; 2026Q1: 12,436 shares 12,436 $1.12M 0.06% +565 Timeline IBDU 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: 14,180 shares; 2024Q4: 23,138 shares; 2025Q1: 27,114 shares; 2025Q2: 28,417 shares; 2025Q3: not reported; 2025Q4: 39,253 shares; 2026Q1: 47,754 shares 47,754 $1.11M 0.06% +8,501 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: 9,483 shares; 2024Q4: 9,459 shares; 2025Q1: 9,174 shares; 2025Q2: 9,690 shares; 2025Q3: 9,781 shares; 2025Q4: 9,494 shares; 2026Q1: 9,901 shares 9,901 $1.1M 0.06% +407 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: 7,652 shares; 2024Q4: 12,571 shares; 2025Q1: 16,762 shares; 2025Q2: 21,750 shares; 2025Q3: 21,613 shares; 2025Q4: 20,759 shares; 2026Q1: 20,769 shares 20,769 $1.1M 0.06% +10 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,738 shares; 2024Q4: 22,544 shares; 2025Q1: 22,615 shares; 2025Q2: 22,344 shares; 2025Q3: 22,367 shares; 2025Q4: 22,393 shares; 2026Q1: 23,626 shares 23,626 $1.1M 0.06% +1,233 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: 1,213 shares; 2024Q4: 1,215 shares; 2025Q1: 1,217 shares; 2025Q2: 2,966 shares; 2025Q3: 3,083 shares; 2025Q4: 3,094 shares; 2026Q1: 3,155 shares 3,155 $1.09M 0.06% +61 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: 30,440 shares; 2024Q4: 30,732 shares; 2025Q1: 34,487 shares; 2025Q2: 35,090 shares; 2025Q3: 30,060 shares; 2025Q4: 42,031 shares; 2026Q1: 37,749 shares 37,749 $1.08M 0.06% -4,282 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,903 shares; 2025Q1: 13,167 shares; 2025Q2: 13,784 shares; 2025Q3: 14,580 shares; 2025Q4: 14,811 shares; 2026Q1: 15,437 shares 15,437 $1.07M 0.06% +626 Timeline TIP 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: 10,634 shares; 2024Q4: 10,785 shares; 2025Q1: 10,252 shares; 2025Q2: 10,276 shares; 2025Q3: 9,891 shares; 2025Q4: 9,526 shares; 2026Q1: 9,643 shares 9,643 $1.06M 0.06% +117 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,900 shares; 2024Q4: 29,587 shares; 2025Q1: 29,694 shares; 2025Q2: 30,014 shares; 2025Q3: 30,318 shares; 2025Q4: 29,037 shares; 2026Q1: 29,703 shares 29,703 $1.06M 0.06% +666 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: 6,636 shares; 2025Q1: 7,069 shares; 2025Q2: 7,342 shares; 2025Q3: 7,291 shares; 2025Q4: 7,417 shares; 2026Q1: 7,765 shares 7,765 $1.05M 0.06% +348 Timeline CGHM 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: 20,608 shares; 2025Q2: 20,791 shares; 2025Q3: 20,950 shares; 2025Q4: 22,792 shares; 2026Q1: 41,517 shares 41,517 $1.05M 0.06% +18,725 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,653 shares; 2025Q1: 2,776 shares; 2025Q2: 2,806 shares; 2025Q3: 2,843 shares; 2025Q4: 3,795 shares; 2026Q1: 6,417 shares 6,417 $1.04M 0.06% +2,622 Timeline KJUL 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: 34,273 shares; 2024Q4: 34,273 shares; 2025Q1: 34,273 shares; 2025Q2: 35,428 shares; 2025Q3: 35,428 shares; 2025Q4: 32,545 shares; 2026Q1: 32,545 shares 32,545 $1.04M 0.06% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,585 shares; 2024Q4: 17,498 shares; 2025Q1: 17,624 shares; 2025Q2: 17,135 shares; 2025Q3: 14,089 shares; 2025Q4: 13,158 shares; 2026Q1: 12,914 shares 12,914 $1.03M 0.06% -244 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: 8,469 shares; 2024Q4: 7,953 shares; 2025Q1: 9,685 shares; 2025Q2: 10,722 shares; 2025Q3: 14,984 shares; 2025Q4: 14,615 shares; 2026Q1: 18,907 shares 18,907 $1.02M 0.06% +4,292 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,937 shares; 2025Q1: 11,573 shares; 2025Q2: 12,003 shares; 2025Q3: 10,514 shares; 2025Q4: 10,613 shares; 2026Q1: 10,809 shares 10,809 $1.02M 0.06% +196 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: 23,673 shares; 2024Q4: 23,538 shares; 2025Q1: 22,968 shares; 2025Q2: 23,751 shares; 2025Q3: 23,774 shares; 2025Q4: 21,515 shares; 2026Q1: 22,106 shares 22,106 $1.01M 0.06% +591 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: 11,156 shares; 2024Q4: 11,293 shares; 2025Q1: 12,160 shares; 2025Q2: 12,741 shares; 2025Q3: 14,317 shares; 2025Q4: 14,986 shares; 2026Q1: 15,714 shares 15,714 $1.01M 0.06% +728 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,589 shares; 2025Q1: 2,750 shares; 2025Q2: 2,854 shares; 2025Q3: 2,953 shares; 2025Q4: 2,956 shares; 2026Q1: 3,137 shares 3,137 $1.01M 0.06% +181 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: 1,684 shares; 2024Q4: 3,546 shares; 2025Q1: 3,707 shares; 2025Q2: 4,215 shares; 2025Q3: 4,488 shares; 2025Q4: 4,857 shares; 2026Q1: 6,233 shares 6,233 $999K 0.06% +1,376 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,644 shares; 2024Q4: 19,268 shares; 2025Q1: 18,142 shares; 2025Q2: 20,844 shares; 2025Q3: 21,183 shares; 2025Q4: 20,260 shares; 2026Q1: 20,656 shares 20,656 $995K 0.06% +396 Timeline IBDV 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: 16,339 shares; 2024Q4: 25,855 shares; 2025Q1: 30,045 shares; 2025Q2: 31,421 shares; 2025Q3: 36,594 shares; 2025Q4: 40,766 shares; 2026Q1: 45,364 shares 45,364 $993K 0.06% +4,598 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: 9,642 shares; 2024Q4: 13,300 shares; 2025Q1: 15,296 shares; 2025Q2: 15,366 shares; 2025Q3: 15,476 shares; 2025Q4: 15,694 shares; 2026Q1: 16,612 shares 16,612 $958K 0.05% +918 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: 15,416 shares; 2024Q4: 15,222 shares; 2025Q1: 15,071 shares; 2025Q2: 11,510 shares; 2025Q3: 8,031 shares; 2025Q4: 8,070 shares; 2026Q1: 9,004 shares 9,004 $956K 0.05% +934 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 8,121 shares; 2025Q1: 17,174 shares; 2025Q2: 20,633 shares; 2025Q3: 20,117 shares; 2025Q4: 18,756 shares; 2026Q1: 18,941 shares 18,941 $953K 0.05% +185 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,025 shares 28,025 $952K 0.05% new Timeline KKR KKR & CO INC More: the full row for KKR & 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: 2,132 shares; 2025Q4: 5,428 shares; 2026Q1: 10,216 shares 10,216 $945K 0.05% +4,788 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: 15,525 shares; 2024Q4: 15,013 shares; 2025Q1: 15,515 shares; 2025Q2: 15,663 shares; 2025Q3: 15,556 shares; 2025Q4: 15,234 shares; 2026Q1: 15,271 shares 15,271 $944K 0.05% +37 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 10,732 shares; 2025Q1: 11,132 shares; 2025Q2: 14,496 shares; 2025Q3: 12,002 shares; 2025Q4: 16,764 shares; 2026Q1: 16,682 shares 16,682 $939K 0.05% -82 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: 15,142 shares; 2024Q4: 13,451 shares; 2025Q1: 13,313 shares; 2025Q2: 13,161 shares; 2025Q3: 12,993 shares; 2025Q4: 12,942 shares; 2026Q1: 12,907 shares 12,907 $938K 0.05% -35 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,911 shares; 2024Q4: 10,706 shares; 2025Q1: 10,635 shares; 2025Q2: 9,276 shares; 2025Q3: 9,276 shares; 2025Q4: 8,919 shares; 2026Q1: 8,355 shares 8,355 $931K 0.05% -564 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 16,307 shares; 2025Q1: 16,440 shares; 2025Q2: 20,320 shares; 2025Q3: 18,305 shares; 2025Q4: 18,910 shares; 2026Q1: 18,946 shares 18,946 $929K 0.05% +36 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4,500 shares; 2025Q1: 4,292 shares; 2025Q2: 4,251 shares; 2025Q3: 4,264 shares; 2025Q4: 4,270 shares; 2026Q1: 4,248 shares 4,248 $923K 0.05% -22 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,148 shares; 2024Q4: 23,070 shares; 2025Q1: 25,429 shares; 2025Q2: 25,347 shares; 2025Q3: 29,069 shares; 2025Q4: 28,073 shares; 2026Q1: 31,149 shares 31,149 $915K 0.05% +3,076 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: 3,790 shares; 2024Q4: 3,731 shares; 2025Q1: 5,180 shares; 2025Q2: 4,762 shares; 2025Q3: 4,747 shares; 2025Q4: 5,056 shares; 2026Q1: 6,148 shares 6,148 $910K 0.05% +1,092 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 648 shares; 2025Q3: 676 shares; 2025Q4: 2,010 shares; 2026Q1: 6,456 shares 6,456 $906K 0.05% +4,446 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 6,124 shares; 2025Q1: 5,979 shares; 2025Q2: 6,090 shares; 2025Q3: 6,292 shares; 2025Q4: 6,552 shares; 2026Q1: 6,649 shares 6,649 $902K 0.05% +97 Timeline VV 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: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares 3,009 $899K 0.05% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 10,950 shares; 2025Q1: 11,353 shares; 2025Q2: 11,350 shares; 2025Q3: 10,983 shares; 2025Q4: 11,194 shares; 2026Q1: 11,821 shares 11,821 $894K 0.05% +627 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 4,697 shares; 2025Q1: 5,121 shares; 2025Q2: 4,783 shares; 2025Q3: 7,382 shares; 2025Q4: 7,583 shares; 2026Q1: 7,574 shares 7,574 $875K 0.05% -9 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: 16,348 shares; 2024Q4: 16,755 shares; 2025Q1: 18,624 shares; 2025Q2: 20,509 shares; 2025Q3: 21,412 shares; 2025Q4: 21,742 shares; 2026Q1: 23,428 shares 23,428 $872K 0.05% +1,686 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,069 shares; 2024Q4: 10,099 shares; 2025Q1: 9,797 shares; 2025Q2: 9,829 shares; 2025Q3: 9,962 shares; 2025Q4: 10,543 shares; 2026Q1: 10,159 shares 10,159 $866K 0.05% -384 Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,350 shares; 2026Q1: 30,698 shares 30,698 $848K 0.05% +21,348 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,856 shares; 2025Q3: 6,240 shares; 2025Q4: 6,182 shares; 2026Q1: 6,669 shares 6,669 $843K 0.05% +487 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: 8,537 shares; 2025Q1: 12,374 shares; 2025Q2: 13,104 shares; 2025Q3: 13,831 shares; 2025Q4: 13,628 shares; 2026Q1: 20,983 shares 20,983 $828K 0.05% +7,355 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: 19,996 shares; 2025Q1: 22,925 shares; 2025Q2: 25,443 shares; 2025Q3: 30,185 shares; 2025Q4: 34,711 shares; 2026Q1: 39,507 shares 39,507 $827K 0.05% +4,796 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: 7,027 shares; 2024Q4: 7,518 shares; 2025Q1: 9,211 shares; 2025Q2: 13,354 shares; 2025Q3: 13,564 shares; 2025Q4: 14,645 shares; 2026Q1: 14,885 shares 14,885 $826K 0.05% +240 Timeline SHV 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: 7,715 shares; 2024Q4: 7,266 shares; 2025Q1: 7,073 shares; 2025Q2: 7,258 shares; 2025Q3: 7,174 shares; 2025Q4: 7,169 shares; 2026Q1: 7,447 shares 7,447 $822K 0.05% +278 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,729 shares; 2025Q1: 7,286 shares; 2025Q2: 8,230 shares; 2025Q3: 9,116 shares; 2025Q4: 8,580 shares; 2026Q1: 8,765 shares 8,765 $820K 0.05% +185 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: 2,985 shares; 2025Q3: 3,093 shares; 2025Q4: 2,961 shares; 2026Q1: 3,193 shares 3,193 $800K 0.04% +232 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,202 shares; 2024Q4: 8,001 shares; 2025Q1: 7,563 shares; 2025Q2: 6,917 shares; 2025Q3: 6,684 shares; 2025Q4: 6,172 shares; 2026Q1: 5,657 shares 5,657 $798K 0.04% -515 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: 3,043 shares; 2024Q4: 3,365 shares; 2025Q1: 3,455 shares; 2025Q2: 3,461 shares; 2025Q3: 3,467 shares; 2025Q4: 3,452 shares; 2026Q1: 3,774 shares 3,774 $797K 0.04% +322 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 6,976 shares; 2025Q1: 7,085 shares; 2025Q2: 7,088 shares; 2025Q3: 7,169 shares; 2025Q4: 7,177 shares; 2026Q1: 7,187 shares 7,187 $789K 0.04% +10 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 3,406 shares; 2025Q1: 3,715 shares; 2025Q2: 4,542 shares; 2025Q3: 4,555 shares; 2025Q4: 4,569 shares; 2026Q1: 4,579 shares 4,579 $774K 0.04% +10 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: 21,580 shares; 2024Q4: 19,988 shares; 2025Q1: 20,248 shares; 2025Q2: 20,304 shares; 2025Q3: 20,362 shares; 2025Q4: 20,220 shares; 2026Q1: 20,270 shares 20,270 $767K 0.04% +50 Timeline CGCB 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: 20,434 shares; 2025Q2: 20,904 shares; 2025Q3: 21,132 shares; 2025Q4: 29,075 shares; 2026Q1: 28,834 shares 28,834 $757K 0.04% -241 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,230 shares; 2025Q1: 4,446 shares; 2025Q2: 4,577 shares; 2025Q3: 4,802 shares; 2025Q4: 4,908 shares; 2026Q1: 5,174 shares 5,174 $757K 0.04% +266 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: 36,631 shares; 2024Q4: 36,674 shares; 2025Q1: 21,215 shares; 2025Q2: 21,234 shares; 2025Q3: 21,258 shares; 2025Q4: 21,277 shares; 2026Q1: 21,290 shares 21,290 $754K 0.04% +13 Timeline IBDX 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: 10,560 shares; 2024Q4: 15,540 shares; 2025Q1: 17,074 shares; 2025Q2: 18,233 shares; 2025Q3: 22,113 shares; 2025Q4: 25,815 shares; 2026Q1: 29,764 shares 29,764 $752K 0.04% +3,949 Timeline EJUL 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: 24,007 shares; 2024Q4: 24,007 shares; 2025Q1: 24,007 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares; 2025Q4: 25,154 shares; 2026Q1: 25,154 shares 25,154 $752K 0.04% 0 Timeline NJUL 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: 9,833 shares; 2024Q4: 9,833 shares; 2025Q1: 9,833 shares; 2025Q2: 10,498 shares; 2025Q3: 10,498 shares; 2025Q4: 10,498 shares; 2026Q1: 10,498 shares 10,498 $750K 0.04% 0 Timeline IBDY 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: 10,278 shares; 2024Q4: 15,140 shares; 2025Q1: 16,615 shares; 2025Q2: 17,747 shares; 2025Q3: not reported; 2025Q4: 24,904 shares; 2026Q1: 28,763 shares 28,763 $744K 0.04% +3,859 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,641 shares; 2025Q1: 10,897 shares; 2025Q2: 12,696 shares; 2025Q3: 12,776 shares; 2025Q4: 12,896 shares; 2026Q1: 14,629 shares 14,629 $743K 0.04% +1,733 Timeline KAPR 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: 21,426 shares; 2024Q4: 21,426 shares; 2025Q1: 21,426 shares; 2025Q2: 20,347 shares; 2025Q3: 20,347 shares; 2025Q4: 20,347 shares; 2026Q1: 20,347 shares 20,347 $738K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 6,173 shares; 2025Q1: 8,037 shares; 2025Q2: 8,077 shares; 2025Q3: 8,206 shares; 2025Q4: 8,548 shares; 2026Q1: 9,064 shares 9,064 $737K 0.04% +516 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 3,325 shares; 2025Q1: 3,320 shares; 2025Q2: 3,220 shares; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares 3,140 $735K 0.04% 0 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: 3,770 shares; 2024Q4: 3,765 shares; 2025Q1: 3,781 shares; 2025Q2: 3,819 shares; 2025Q3: 3,835 shares; 2025Q4: 3,659 shares; 2026Q1: 4,377 shares 4,377 $720K 0.04% +718 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: 550 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 1,560 shares; 2026Q1: 1,500 shares 1,500 $712K 0.04% -60 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,510 shares; 2025Q1: 2,485 shares; 2025Q2: 2,772 shares; 2025Q3: 2,827 shares; 2025Q4: 2,805 shares; 2026Q1: 2,909 shares 2,909 $696K 0.04% +104 Timeline SPGP 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: 3,956 shares; 2024Q4: 4,329 shares; 2025Q1: 6,514 shares; 2025Q2: 6,693 shares; 2025Q3: 6,580 shares; 2025Q4: 6,458 shares; 2026Q1: 6,452 shares 6,452 $694K 0.04% -6 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: 11,634 shares; 2024Q4: 11,164 shares; 2025Q1: 10,081 shares; 2025Q2: 9,973 shares; 2025Q3: not reported; 2025Q4: 9,419 shares; 2026Q1: 7,406 shares 7,406 $687K 0.04% -2,013 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: 9,238 shares; 2024Q4: 9,170 shares; 2025Q1: 8,838 shares; 2025Q2: 7,691 shares; 2025Q3: 7,704 shares; 2025Q4: 7,707 shares; 2026Q1: 8,301 shares 8,301 $687K 0.04% +594 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: 5,125 shares; 2024Q4: 5,115 shares; 2025Q1: 5,641 shares; 2025Q2: 6,567 shares; 2025Q3: 6,869 shares; 2025Q4: 6,851 shares; 2026Q1: 7,041 shares 7,041 $684K 0.04% +190 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 9,002 shares; 2025Q1: 6,402 shares; 2025Q2: 6,459 shares; 2025Q3: 6,591 shares; 2025Q4: 6,656 shares; 2026Q1: 6,776 shares 6,776 $673K 0.04% +120 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: 5,004 shares; 2025Q1: 5,242 shares; 2025Q2: 5,435 shares; 2025Q3: 4,819 shares; 2025Q4: 5,623 shares; 2026Q1: 5,381 shares 5,381 $661K 0.04% -242 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: 2,360 shares; 2024Q4: 1,850 shares; 2025Q1: 1,972 shares; 2025Q2: 2,360 shares; 2025Q3: 2,474 shares; 2025Q4: 2,519 shares; 2026Q1: 2,686 shares 2,686 $656K 0.04% +167 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 3,478 shares; 2025Q4: 3,533 shares; 2026Q1: 3,626 shares 3,626 $653K 0.04% +93 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: 10,983 shares; 2024Q4: 10,758 shares; 2025Q1: 12,588 shares; 2025Q2: 15,999 shares; 2025Q3: 15,219 shares; 2025Q4: 12,191 shares; 2026Q1: 12,132 shares 12,132 $641K 0.04% -59 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,673 shares; 2025Q4: 1,675 shares; 2026Q1: 1,626 shares 1,626 $637K 0.04% -49 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: 4,564 shares; 2024Q4: 4,573 shares; 2025Q1: 4,457 shares; 2025Q2: 4,741 shares; 2025Q3: 4,730 shares; 2025Q4: 4,834 shares; 2026Q1: 4,835 shares 4,835 $633K 0.04% +1 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,308 shares; 2024Q4: 7,278 shares; 2025Q1: 7,497 shares; 2025Q2: 7,768 shares; 2025Q3: 7,871 shares; 2025Q4: 8,483 shares; 2026Q1: 10,305 shares 10,305 $632K 0.04% +1,822 Timeline PMAY 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: 15,671 shares; 2024Q4: 15,671 shares; 2025Q1: 15,671 shares; 2025Q2: 15,671 shares; 2025Q3: 15,671 shares; 2025Q4: 15,671 shares; 2026Q1: 15,671 shares 15,671 $626K 0.03% 0 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: 7,601 shares; 2025Q2: 10,747 shares; 2025Q3: 12,606 shares; 2025Q4: 18,700 shares; 2026Q1: 21,750 shares 21,750 $625K 0.03% +3,050 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: 8,844 shares; 2024Q4: 8,496 shares; 2025Q1: 536,227 shares; 2025Q2: 12,170 shares; 2025Q3: 11,113 shares; 2025Q4: 11,035 shares; 2026Q1: 11,045 shares 11,045 $625K 0.03% +10 Timeline XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $623K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,659 shares; 2024Q4: 15,461 shares; 2025Q1: 16,675 shares; 2025Q2: 11,312 shares; 2025Q3: 11,440 shares; 2025Q4: 11,515 shares; 2026Q1: 10,586 shares 10,586 $622K 0.03% -929 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: 892 shares; 2025Q1: 1,268 shares; 2025Q2: 1,397 shares; 2025Q3: 1,724 shares; 2025Q4: 1,999 shares; 2026Q1: 2,374 shares 2,374 $622K 0.03% +375 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: 10,014 shares; 2024Q4: 10,403 shares; 2025Q1: 11,043 shares; 2025Q2: 11,146 shares; 2025Q3: 11,102 shares; 2025Q4: 11,097 shares; 2026Q1: 11,147 shares 11,147 $615K 0.03% +50 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,903 shares; 2025Q1: 2,619 shares; 2025Q2: 2,733 shares; 2025Q3: 2,772 shares; 2025Q4: 2,784 shares; 2026Q1: 2,835 shares 2,835 $614K 0.03% +51 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: 10,661 shares; 2024Q4: 13,362 shares; 2025Q1: 9,591 shares; 2025Q2: 8,499 shares; 2025Q3: 8,465 shares; 2025Q4: 8,326 shares; 2026Q1: 13,047 shares 13,047 $613K 0.03% +4,721 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: 10,680 shares; 2024Q4: 10,730 shares; 2025Q1: 11,746 shares; 2025Q2: 12,782 shares; 2025Q3: 13,436 shares; 2025Q4: 13,472 shares; 2026Q1: 13,961 shares 13,961 $612K 0.03% +489 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,944 shares; 2025Q1: 16,048 shares; 2025Q2: 16,063 shares; 2025Q3: 15,873 shares; 2025Q4: 15,543 shares; 2026Q1: 15,320 shares 15,320 $610K 0.03% -223 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 10,828 shares; 2025Q1: 10,268 shares; 2025Q2: 10,776 shares; 2025Q3: 10,810 shares; 2025Q4: 10,746 shares; 2026Q1: 11,421 shares 11,421 $609K 0.03% +675 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,748 shares; 2025Q1: 1,806 shares; 2025Q2: 1,928 shares; 2025Q3: 2,054 shares; 2025Q4: 2,242 shares; 2026Q1: 2,243 shares 2,243 $608K 0.03% +1 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI 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: 13,614 shares; 2025Q4: 13,614 shares; 2026Q1: 20,776 shares 20,776 $607K 0.03% +7,162 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,631 shares; 2024Q4: 146,355 shares; 2025Q1: 148,683 shares; 2025Q2: 7,761 shares; 2025Q3: 7,446 shares; 2025Q4: 7,345 shares; 2026Q1: 7,918 shares 7,918 $606K 0.03% +573 Timeline CGSD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,366 shares 23,366 $603K 0.03% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,073 shares; 2024Q4: 4,980 shares; 2025Q1: 4,866 shares; 2025Q2: 4,719 shares; 2025Q3: 4,691 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares 4,706 $601K 0.03% 0 Timeline CGCP 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: 11,927 shares; 2024Q4: 24,484 shares; 2025Q1: 24,765 shares; 2025Q2: 25,981 shares; 2025Q3: 26,332 shares; 2025Q4: 26,529 shares; 2026Q1: 26,830 shares 26,830 $599K 0.03% +301 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: 2,268 shares; 2024Q4: 2,169 shares; 2025Q1: 2,183 shares; 2025Q2: 2,013 shares; 2025Q3: 2,034 shares; 2025Q4: 2,062 shares; 2026Q1: 2,023 shares 2,023 $598K 0.03% -39 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 6,259 shares; 2025Q1: 6,274 shares; 2025Q2: 6,945 shares; 2025Q3: 7,115 shares; 2025Q4: 7,162 shares; 2026Q1: 6,590 shares 6,590 $594K 0.03% -572 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: 2,890 shares; 2024Q4: 3,590 shares; 2025Q1: 4,454 shares; 2025Q2: 4,017 shares; 2025Q3: 4,117 shares; 2025Q4: 4,359 shares; 2026Q1: 4,510 shares 4,510 $591K 0.03% +151 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 860 shares; 2025Q3: 951 shares; 2025Q4: 1,741 shares; 2026Q1: 2,704 shares 2,704 $586K 0.03% +963 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: 2,724 shares; 2024Q4: 3,356 shares; 2025Q1: 3,447 shares; 2025Q2: 5,485 shares; 2025Q3: 5,226 shares; 2025Q4: 5,175 shares; 2026Q1: 4,910 shares 4,910 $583K 0.03% -265 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares 2,954 $583K 0.03% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,590 shares; 2025Q1: 1,456 shares; 2025Q2: 1,709 shares; 2025Q3: 1,808 shares; 2025Q4: 1,810 shares; 2026Q1: 1,761 shares 1,761 $579K 0.03% -49 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: 3,917 shares; 2024Q4: 3,415 shares; 2025Q1: 3,165 shares; 2025Q2: 3,289 shares; 2025Q3: 2,790 shares; 2025Q4: 1,497 shares; 2026Q1: 1,507 shares 1,507 $578K 0.03% +10 Timeline PAUG 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: 20,673 shares; 2024Q4: 29,790 shares; 2025Q1: 27,490 shares; 2025Q2: 27,490 shares; 2025Q3: 27,490 shares; 2025Q4: 18,373 shares; 2026Q1: 13,517 shares 13,517 $577K 0.03% -4,856 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: 6,151 shares; 2024Q4: 5,851 shares; 2025Q1: 5,720 shares; 2025Q2: 6,075 shares; 2025Q3: 5,720 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares 5,875 $575K 0.03% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,468 shares; 2025Q3: 2,477 shares; 2025Q4: 2,905 shares; 2026Q1: 2,462 shares 2,462 $571K 0.03% -443 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: 7,651 shares; 2025Q2: 8,642 shares; 2025Q3: 8,892 shares; 2025Q4: 9,132 shares; 2026Q1: 9,316 shares 9,316 $570K 0.03% +184 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 1,752 shares; 2025Q1: 1,757 shares; 2025Q2: 1,712 shares; 2025Q3: 1,762 shares; 2025Q4: 1,775 shares; 2026Q1: 3,775 shares 3,775 $569K 0.03% +2,000 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,891 shares; 2024Q4: 15,933 shares; 2025Q1: 15,858 shares; 2025Q2: 16,081 shares; 2025Q3: 16,056 shares; 2025Q4: 15,879 shares; 2026Q1: 15,989 shares 15,989 $568K 0.03% +110 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,638 shares; 2024Q4: 13,825 shares; 2025Q1: 15,968 shares; 2025Q2: 16,798 shares; 2025Q3: 18,968 shares; 2025Q4: 19,302 shares; 2026Q1: 21,383 shares 21,383 $563K 0.03% +2,081 Timeline IJUL 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: 16,561 shares; 2024Q4: 16,561 shares; 2025Q1: 16,561 shares; 2025Q2: 16,561 shares; 2025Q3: 16,561 shares; 2025Q4: 16,561 shares; 2026Q1: 16,561 shares 16,561 $559K 0.03% 0 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: 4,242 shares; 2024Q4: 4,110 shares; 2025Q1: 4,195 shares; 2025Q2: 4,208 shares; 2025Q3: 4,065 shares; 2025Q4: 3,843 shares; 2026Q1: 3,804 shares 3,804 $555K 0.03% -39 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,632 shares; 2025Q1: 1,431 shares; 2025Q2: 1,451 shares; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 1,765 shares 1,765 $554K 0.03% +40 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,197 shares; 2025Q2: 16,197 shares; 2025Q3: 16,331 shares; 2025Q4: 16,394 shares; 2026Q1: 16,394 shares 16,394 $554K 0.03% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,113 shares; 2026Q1: 13,211 shares 13,211 $549K 0.03% +6,098 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,039 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,967 shares; 2025Q4: 3,967 shares; 2026Q1: 4,360 shares 4,360 $547K 0.03% +393 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 6,040 shares; 2025Q1: 7,034 shares; 2025Q2: 7,843 shares; 2025Q3: 7,970 shares; 2025Q4: 6,581 shares; 2026Q1: 7,247 shares 7,247 $540K 0.03% +666 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,901 shares; 2025Q1: 3,612 shares; 2025Q2: 4,374 shares; 2025Q3: 5,246 shares; 2025Q4: 4,872 shares; 2026Q1: 5,737 shares 5,737 $535K 0.03% +865 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to 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: 57,390 shares 57,390 $533K 0.03% new 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: 6,890 shares; 2024Q4: 11,502 shares; 2025Q1: 11,522 shares; 2025Q2: 12,307 shares; 2025Q3: 6,833 shares; 2025Q4: 6,862 shares; 2026Q1: 6,864 shares 6,864 $529K 0.03% +2 Timeline DRSK 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: 30,322 shares; 2024Q4: 26,061 shares; 2025Q1: 19,396 shares; 2025Q2: 19,593 shares; 2025Q3: 24,785 shares; 2025Q4: 18,749 shares; 2026Q1: 19,279 shares 19,279 $527K 0.03% +530 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: 6,706 shares; 2024Q4: 6,744 shares; 2025Q1: 6,610 shares; 2025Q2: 6,644 shares; 2025Q3: 6,683 shares; 2025Q4: 6,718 shares; 2026Q1: 7,231 shares 7,231 $526K 0.03% +513 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 2,843 shares; 2025Q1: 2,852 shares; 2025Q2: 2,902 shares; 2025Q3: 2,850 shares; 2025Q4: 2,864 shares; 2026Q1: 2,824 shares 2,824 $520K 0.03% -40 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,760 shares; 2025Q1: 1,785 shares; 2025Q2: 1,783 shares; 2025Q3: 1,740 shares; 2025Q4: 1,743 shares; 2026Q1: 1,713 shares 1,713 $518K 0.03% -30 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,478 shares; 2025Q2: 10,556 shares; 2025Q3: 10,634 shares; 2025Q4: 10,732 shares; 2026Q1: 10,795 shares 10,795 $517K 0.03% +63 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,309 shares; 2025Q1: 1,301 shares; 2025Q2: 1,252 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,313 shares 1,313 $513K 0.03% +45 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 3,472 shares; 2025Q1: 3,524 shares; 2025Q2: 3,525 shares; 2025Q3: 3,542 shares; 2025Q4: 3,543 shares; 2026Q1: 3,544 shares 3,544 $507K 0.03% +1 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: 2,444 shares; 2024Q4: 2,613 shares; 2025Q1: 3,091 shares; 2025Q2: 2,576 shares; 2025Q3: 2,579 shares; 2025Q4: 2,577 shares; 2026Q1: 2,562 shares 2,562 $506K 0.03% -15 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 8,413 shares; 2025Q1: 7,046 shares; 2025Q2: 6,912 shares; 2025Q3: 6,702 shares; 2025Q4: 6,727 shares; 2026Q1: 6,736 shares 6,736 $506K 0.03% +9 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,977 shares; 2025Q1: 4,747 shares; 2025Q2: 4,547 shares; 2025Q3: 4,547 shares; 2025Q4: 4,547 shares; 2026Q1: 4,254 shares 4,254 $505K 0.03% -293 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: 53,132 shares; 2024Q4: 49,171 shares; 2025Q1: 45,755 shares; 2025Q2: 44,259 shares; 2025Q3: 46,061 shares; 2025Q4: 43,925 shares; 2026Q1: 43,659 shares 43,659 $504K 0.03% -266 Timeline SCHA 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: 13,623 shares; 2024Q4: 26,930 shares; 2025Q1: 26,991 shares; 2025Q2: 20,774 shares; 2025Q3: 20,822 shares; 2025Q4: 20,807 shares; 2026Q1: 17,309 shares 17,309 $503K 0.03% -3,498 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 11,104 shares; 2025Q1: 11,377 shares; 2025Q2: 12,003 shares; 2025Q3: 13,874 shares; 2025Q4: 7,304 shares; 2026Q1: 9,012 shares 9,012 $503K 0.03% +1,708 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,653 shares; 2024Q4: 23,679 shares; 2025Q1: 25,922 shares; 2025Q2: 28,871 shares; 2025Q3: 30,204 shares; 2025Q4: 30,738 shares; 2026Q1: 32,131 shares 32,131 $503K 0.03% +1,393 Timeline PFEB 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: 12,529 shares; 2024Q4: 12,529 shares; 2025Q1: 12,529 shares; 2025Q2: 12,529 shares; 2025Q3: 12,529 shares; 2025Q4: 12,529 shares; 2026Q1: 12,529 shares 12,529 $502K 0.03% 0 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: 2,465 shares; 2024Q4: 2,569 shares; 2025Q1: 3,530 shares; 2025Q2: 4,113 shares; 2025Q3: 4,208 shares; 2025Q4: 4,349 shares; 2026Q1: 4,417 shares 4,417 $500K 0.03% +68 Timeline IOCT 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: 17,392 shares; 2024Q4: 15,292 shares; 2025Q1: 14,124 shares; 2025Q2: 14,124 shares; 2025Q3: 14,124 shares; 2025Q4: 14,124 shares; 2026Q1: 14,124 shares 14,124 $495K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 986 shares; 2025Q3: 1,042 shares; 2025Q4: 1,061 shares; 2026Q1: 1,094 shares 1,094 $489K 0.03% +33 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,811 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares 4,811 $484K 0.03% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,274 shares; 2025Q3: 48,399 shares; 2025Q4: 54,358 shares; 2026Q1: 53,411 shares 53,411 $480K 0.03% -947 Timeline PMAR 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: 10,745 shares; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 10,745 shares; 2025Q3: 10,745 shares; 2025Q4: 10,745 shares; 2026Q1: 10,745 shares 10,745 $479K 0.03% 0 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 7,943 shares; 2025Q1: 8,051 shares; 2025Q2: 8,058 shares; 2025Q3: 8,066 shares; 2025Q4: 9,224 shares; 2026Q1: 11,057 shares 11,057 $479K 0.03% +1,833 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: not reported; 2024Q4: 4,957 shares; 2025Q1: 6,371 shares; 2025Q2: 6,945 shares; 2025Q3: 7,242 shares; 2025Q4: 7,249 shares; 2026Q1: 7,256 shares 7,256 $478K 0.03% +7 Timeline SCHO 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: 9,821 shares; 2024Q4: 19,877 shares; 2025Q1: 19,455 shares; 2025Q2: 19,659 shares; 2025Q3: 19,834 shares; 2025Q4: 19,256 shares; 2026Q1: 19,381 shares 19,381 $470K 0.03% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,706 shares; 2025Q3: not reported; 2025Q4: 3,104 shares; 2026Q1: 3,226 shares 3,226 $466K 0.03% +122 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: 3,001 shares; 2024Q4: 2,938 shares; 2025Q1: 4,025 shares; 2025Q2: 5,188 shares; 2025Q3: 5,268 shares; 2025Q4: 5,188 shares; 2026Q1: 5,150 shares 5,150 $464K 0.03% -38 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,462 shares; 2025Q4: 3,421 shares; 2026Q1: 3,014 shares 3,014 $461K 0.03% -407 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,648 shares; 2026Q1: 8,050 shares 8,050 $459K 0.03% -598 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: 4,420 shares; 2024Q4: 4,370 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,620 shares; 2026Q1: 4,620 shares 4,620 $456K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,092 shares; 2025Q1: 1,270 shares; 2025Q2: 1,910 shares; 2025Q3: 1,897 shares; 2025Q4: 2,532 shares; 2026Q1: 2,628 shares 2,628 $456K 0.03% +96 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,948 shares; 2024Q4: 15,954 shares; 2025Q1: 15,963 shares; 2025Q2: 17,007 shares; 2025Q3: 17,111 shares; 2025Q4: 19,706 shares; 2026Q1: 19,960 shares 19,960 $448K 0.03% +254 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,684 shares; 2025Q1: 2,686 shares; 2025Q2: 3,084 shares; 2025Q3: 3,086 shares; 2025Q4: 3,188 shares; 2026Q1: 2,290 shares 2,290 $447K 0.02% -898 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 2,233 shares; 2025Q1: 3,010 shares; 2025Q2: 2,773 shares; 2025Q3: 3,428 shares; 2025Q4: 2,622 shares; 2026Q1: 2,639 shares 2,639 $446K 0.02% +17 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,428 shares; 2025Q1: 1,661 shares; 2025Q2: 1,882 shares; 2025Q3: 2,203 shares; 2025Q4: 3,118 shares; 2026Q1: 3,687 shares 3,687 $446K 0.02% +569 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 12,553 shares; 2025Q1: 15,525 shares; 2025Q2: 14,980 shares; 2025Q3: 14,578 shares; 2025Q4: 14,578 shares; 2026Q1: 13,713 shares 13,713 $442K 0.02% -865 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: 6,417 shares; 2024Q4: 6,410 shares; 2025Q1: 6,471 shares; 2025Q2: 5,903 shares; 2025Q3: 6,527 shares; 2025Q4: 6,399 shares; 2026Q1: 4,768 shares 4,768 $439K 0.02% -1,631 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,410 shares; 2024Q4: 23,260 shares; 2025Q1: 24,460 shares; 2025Q2: 26,410 shares; 2025Q3: 27,565 shares; 2025Q4: 27,115 shares; 2026Q1: 28,215 shares 28,215 $437K 0.02% +1,100 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,944 shares; 2024Q4: 17,077 shares; 2025Q1: 17,090 shares; 2025Q2: 18,200 shares; 2025Q3: 18,313 shares; 2025Q4: 19,606 shares; 2026Q1: 19,864 shares 19,864 $434K 0.02% +258 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 3,891 shares 3,891 $434K 0.02% +1,545 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: 5,364 shares; 2024Q4: 4,774 shares; 2025Q1: 5,364 shares; 2025Q2: 5,677 shares; 2025Q3: 5,574 shares; 2025Q4: not reported; 2026Q1: 5,367 shares 5,367 $432K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,682 shares; 2025Q2: 1,792 shares; 2025Q3: 1,842 shares; 2025Q4: 1,814 shares; 2026Q1: 1,794 shares 1,794 $431K 0.02% -20 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,604 shares; 2025Q1: 1,511 shares; 2025Q2: 1,517 shares; 2025Q3: 1,524 shares; 2025Q4: 1,981 shares; 2026Q1: 1,917 shares 1,917 $430K 0.02% -64 Timeline BSMR 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: 10,544 shares; 2024Q4: 11,084 shares; 2025Q1: 9,758 shares; 2025Q2: 12,238 shares; 2025Q3: 14,838 shares; 2025Q4: 18,038 shares; 2026Q1: 18,138 shares 18,138 $429K 0.02% +100 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,670 shares; 2025Q1: 2,677 shares; 2025Q2: 2,681 shares; 2025Q3: 1,940 shares; 2025Q4: 2,024 shares; 2026Q1: 2,069 shares 2,069 $429K 0.02% +45 Timeline BSMQ 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: 10,558 shares; 2024Q4: 11,108 shares; 2025Q1: 9,776 shares; 2025Q2: 12,176 shares; 2025Q3: 14,826 shares; 2025Q4: 18,126 shares; 2026Q1: 18,126 shares 18,126 $428K 0.02% 0 Timeline BSMS 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: 10,630 shares; 2024Q4: 11,170 shares; 2025Q1: 9,832 shares; 2025Q2: 12,332 shares; 2025Q3: 14,982 shares; 2025Q4: 18,182 shares; 2026Q1: 18,282 shares 18,282 $428K 0.02% +100 Timeline EJAN 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: 13,786 shares; 2024Q4: 10,417 shares; 2025Q1: 10,417 shares; 2025Q2: 12,603 shares; 2025Q3: 12,603 shares; 2025Q4: 12,603 shares; 2026Q1: 12,603 shares 12,603 $428K 0.02% 0 Timeline BSMT 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: 10,728 shares; 2024Q4: 11,328 shares; 2025Q1: 9,976 shares; 2025Q2: 12,526 shares; 2025Q3: 15,176 shares; 2025Q4: 18,476 shares; 2026Q1: 18,476 shares 18,476 $425K 0.02% 0 Timeline BSMU 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: 11,277 shares; 2024Q4: 11,902 shares; 2025Q1: 10,479 shares; 2025Q2: 13,279 shares; 2025Q3: 15,929 shares; 2025Q4: 19,329 shares; 2026Q1: 19,429 shares 19,429 $424K 0.02% +100 Timeline BSMV 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: 11,648 shares; 2024Q4: 12,348 shares; 2025Q1: 10,880 shares; 2025Q2: 13,805 shares; 2025Q3: 16,505 shares; 2025Q4: 20,105 shares; 2026Q1: 20,230 shares 20,230 $422K 0.02% +125 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 882 shares; 2025Q1: 1,064 shares; 2025Q2: 1,311 shares; 2025Q3: 1,757 shares; 2025Q4: 1,631 shares; 2026Q1: 1,439 shares 1,439 $421K 0.02% -192 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 22,827 shares; 2025Q1: 24,839 shares; 2025Q2: 30,538 shares; 2025Q3: 32,971 shares; 2025Q4: 37,772 shares; 2026Q1: 38,108 shares 38,108 $420K 0.02% +336 Timeline BSMW 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: 9,782 shares; 2024Q4: 10,332 shares; 2025Q1: 9,103 shares; 2025Q2: 11,586 shares; 2025Q3: 13,986 shares; 2025Q4: 16,886 shares; 2026Q1: 16,886 shares 16,886 $420K 0.02% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,868 shares; 2025Q1: 1,900 shares; 2025Q2: 2,085 shares; 2025Q3: 2,090 shares; 2025Q4: 1,998 shares; 2026Q1: 2,005 shares 2,005 $419K 0.02% +7 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 8,403 shares; 2025Q1: 7,646 shares; 2025Q2: 5,435 shares; 2025Q3: 5,757 shares; 2025Q4: 6,621 shares; 2026Q1: 8,306 shares 8,306 $419K 0.02% +1,685 Timeline BSSX 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: 9,528 shares; 2024Q4: 10,068 shares; 2025Q1: 8,869 shares; 2025Q2: 11,298 shares; 2025Q3: 13,698 shares; 2025Q4: 16,473 shares; 2026Q1: 16,473 shares 16,473 $419K 0.02% 0 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: not reported; 2025Q4: 8,531 shares; 2026Q1: 12,162 shares 12,162 $418K 0.02% +3,631 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 16,052 shares; 2025Q1: 16,061 shares; 2025Q2: 17,107 shares; 2025Q3: 17,211 shares; 2025Q4: 18,475 shares; 2026Q1: 18,723 shares 18,723 $417K 0.02% +248 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,512 shares; 2024Q4: 18,070 shares; 2025Q1: 18,080 shares; 2025Q2: 19,219 shares; 2025Q3: 19,334 shares; 2025Q4: 20,754 shares; 2026Q1: 21,153 shares 21,153 $417K 0.02% +399 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,531 shares; 2025Q1: 3,575 shares; 2025Q2: 3,579 shares; 2025Q3: 3,582 shares; 2025Q4: 3,585 shares; 2026Q1: 3,489 shares 3,489 $417K 0.02% -96 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,758 shares; 2025Q3: 8,968 shares; 2025Q4: 9,055 shares; 2026Q1: 9,801 shares 9,801 $414K 0.02% +746 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: 561 shares; 2024Q4: 562 shares; 2025Q1: 563 shares; 2025Q2: 428 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 461 shares 461 $413K 0.02% +32 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 7,026 shares; 2025Q1: 6,918 shares; 2025Q2: 6,957 shares; 2025Q3: not reported; 2025Q4: 6,494 shares; 2026Q1: 6,550 shares 6,550 $412K 0.02% +56 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,240 shares; 2025Q1: 13,324 shares; 2025Q2: 16,487 shares; 2025Q3: 19,578 shares; 2025Q4: 12,024 shares; 2026Q1: 11,157 shares 11,157 $410K 0.02% -867 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,677 shares; 2025Q1: 2,689 shares; 2025Q2: 2,651 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,632 shares 2,632 $409K 0.02% -6 Timeline PTIN 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: 12,377 shares; 2025Q1: 12,377 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,377 shares; 2026Q1: 12,377 shares 12,377 $402K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,467 shares; 2025Q3: 3,473 shares; 2025Q4: 3,449 shares; 2026Q1: 3,712 shares 3,712 $402K 0.02% +263 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,001 shares; 2024Q4: 17,398 shares; 2025Q1: 17,408 shares; 2025Q2: 17,787 shares; 2025Q3: 17,903 shares; 2025Q4: 19,283 shares; 2026Q1: 19,670 shares 19,670 $401K 0.02% +387 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 6,042 shares; 2025Q1: 6,267 shares; 2025Q2: 6,290 shares; 2025Q3: 5,741 shares; 2025Q4: 5,886 shares; 2026Q1: 5,895 shares 5,895 $401K 0.02% +9 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,333 shares; 2025Q1: 1,374 shares; 2025Q2: 1,455 shares; 2025Q3: 1,625 shares; 2025Q4: 1,708 shares; 2026Q1: 1,906 shares 1,906 $400K 0.02% +198 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 15,438 shares; 2025Q1: 15,447 shares; 2025Q2: 15,785 shares; 2025Q3: not reported; 2025Q4: 17,110 shares; 2026Q1: 17,456 shares 17,456 $400K 0.02% +346 Timeline IBTO 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: 10,641 shares; 2024Q4: 14,294 shares; 2025Q1: 14,301 shares; 2025Q2: 14,756 shares; 2025Q3: not reported; 2025Q4: 16,011 shares; 2026Q1: 16,340 shares 16,340 $399K 0.02% +329 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: 4,356 shares; 2026Q1: 4,373 shares 4,373 $398K 0.02% +17 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,652 shares; 2025Q1: 2,764 shares; 2025Q2: 3,487 shares; 2025Q3: 4,829 shares; 2025Q4: 4,982 shares; 2026Q1: 5,201 shares 5,201 $397K 0.02% +219 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: 14,688 shares; 2024Q4: 14,078 shares; 2025Q1: 14,204 shares; 2025Q2: 14,244 shares; 2025Q3: 13,104 shares; 2025Q4: 11,585 shares; 2026Q1: 11,777 shares 11,777 $395K 0.02% +192 Timeline AVLV 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: 4,505 shares; 2024Q4: 4,515 shares; 2025Q1: 4,524 shares; 2025Q2: 4,533 shares; 2025Q3: 4,539 shares; 2025Q4: 4,857 shares; 2026Q1: 4,863 shares 4,863 $392K 0.02% +6 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,698 shares; 2025Q1: 2,346 shares; 2025Q2: 2,344 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,321 shares 2,321 $392K 0.02% +17 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: not reported; 2024Q4: not reported; 2025Q1: 11,954 shares; 2025Q2: 10,355 shares; 2025Q3: 15,091 shares; 2025Q4: 14,637 shares; 2026Q1: 16,154 shares 16,154 $392K 0.02% +1,517 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 21,000 shares; 2025Q3: 21,100 shares; 2025Q4: 21,100 shares; 2026Q1: 21,100 shares 21,100 $389K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 203 shares; 2025Q1: 223 shares; 2025Q2: 4,395 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 4,163 shares 4,163 $384K 0.02% +285 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,056 shares; 2025Q1: 1,127 shares; 2025Q2: 1,066 shares; 2025Q3: 1,079 shares; 2025Q4: 1,054 shares; 2026Q1: 1,066 shares 1,066 $383K 0.02% +12 Timeline VTHR 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: 1,323 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $381K 0.02% 0 Timeline NAPR 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: 6,969 shares; 2024Q4: 6,969 shares; 2025Q1: 6,969 shares; 2025Q2: 6,969 shares; 2025Q3: 6,969 shares; 2025Q4: 6,969 shares; 2026Q1: 6,969 shares 6,969 $381K 0.02% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,212 shares; 2024Q4: 7,216 shares; 2025Q1: 7,221 shares; 2025Q2: 7,238 shares; 2025Q3: 7,244 shares; 2025Q4: 6,940 shares; 2026Q1: 6,941 shares 6,941 $380K 0.02% +1 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,745 shares 4,745 $380K 0.02% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 5,599 shares; 2025Q1: 6,571 shares; 2025Q2: 6,592 shares; 2025Q3: 7,282 shares; 2025Q4: 8,821 shares; 2026Q1: 8,329 shares 8,329 $377K 0.02% -492 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,413 shares; 2025Q1: 3,424 shares; 2025Q2: 3,224 shares; 2025Q3: 3,306 shares; 2025Q4: 3,318 shares; 2026Q1: 3,430 shares 3,430 $377K 0.02% +112 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: 2,637 shares; 2025Q1: not reported; 2025Q2: 3,680 shares; 2025Q3: 3,725 shares; 2025Q4: 3,844 shares; 2026Q1: 3,749 shares 3,749 $371K 0.02% -95 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: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $371K 0.02% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,822 shares; 2025Q1: 3,826 shares; 2025Q2: 3,918 shares; 2025Q3: 22,209 shares; 2025Q4: 3,643 shares; 2026Q1: 3,547 shares 3,547 $366K 0.02% -96 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,475 shares; 2024Q4: 29,475 shares; 2025Q1: 36,725 shares; 2025Q2: 86,550 shares; 2025Q3: 86,550 shares; 2025Q4: 85,350 shares; 2026Q1: 92,550 shares 92,550 $366K 0.02% +7,200 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,624 shares; 2024Q4: 11,318 shares; 2025Q1: 11,265 shares; 2025Q2: 10,972 shares; 2025Q3: 11,038 shares; 2025Q4: 10,491 shares; 2026Q1: 7,766 shares 7,766 $364K 0.02% -2,725 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: 6,578 shares; 2024Q4: 6,415 shares; 2025Q1: 5,795 shares; 2025Q2: 3,978 shares; 2025Q3: 4,265 shares; 2025Q4: 3,986 shares; 2026Q1: 3,914 shares 3,914 $364K 0.02% -72 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,863 shares; 2024Q4: 7,896 shares; 2025Q1: 7,343 shares; 2025Q2: 7,332 shares; 2025Q3: 7,256 shares; 2025Q4: 7,262 shares; 2026Q1: 6,823 shares 6,823 $364K 0.02% -439 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: 14,165 shares; 2024Q4: 21,512 shares; 2025Q1: 30,671 shares; 2025Q2: 33,005 shares; 2025Q3: 35,472 shares; 2025Q4: 34,855 shares; 2026Q1: 34,794 shares 34,794 $358K 0.02% -61 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,749 shares; 2025Q1: 1,290 shares; 2025Q2: 1,111 shares; 2025Q3: 1,259 shares; 2025Q4: 1,212 shares; 2026Q1: 1,342 shares 1,342 $358K 0.02% +130 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to 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: 5,900 shares; 2026Q1: 8,499 shares 8,499 $355K 0.02% +2,599 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,733 shares; 2025Q1: 1,976 shares; 2025Q2: 1,958 shares; 2025Q3: 1,984 shares; 2025Q4: 2,008 shares; 2026Q1: 2,034 shares 2,034 $355K 0.02% +26 Timeline