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: 200,899 shares; 2024Q4: 360,158 shares; 2025Q1: 345,846 shares; 2025Q2: 354,157 shares; 2025Q3: 363,510 shares; 2025Q4: 341,627 shares; 2026Q1: 341,115 shares 341,115 $87.9M 6.02% -512 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,847 shares; 2024Q4: 124,984 shares; 2025Q1: 125,601 shares; 2025Q2: 120,144 shares; 2025Q3: 163,685 shares; 2025Q4: 117,643 shares; 2026Q1: 115,948 shares 115,948 $78.6M 5.38% -1,695 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: 612,367 shares; 2024Q4: 621,668 shares; 2025Q1: 594,190 shares; 2025Q2: 506,955 shares; 2025Q3: 516,657 shares; 2025Q4: 523,900 shares; 2026Q1: 714,132 shares 714,132 $54.7M 3.74% +190,232 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: 36,130 shares; 2024Q4: 524,780 shares; 2025Q1: 721,195 shares; 2025Q2: 777,879 shares; 2025Q3: 798,273 shares; 2025Q4: 1,047,375 shares; 2026Q1: 1,079,697 shares 1,079,697 $42.6M 2.92% +32,322 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: 12,399 shares; 2024Q4: 55,773 shares; 2025Q1: 56,728 shares; 2025Q2: 58,163 shares; 2025Q3: 67,788 shares; 2025Q4: 62,817 shares; 2026Q1: 62,749 shares 62,749 $40.2M 2.75% -68 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: 154,905 shares; 2024Q4: 210,551 shares; 2025Q1: 212,450 shares; 2025Q2: 216,428 shares; 2025Q3: 219,561 shares; 2025Q4: 215,201 shares; 2026Q1: 216,175 shares 216,175 $39.2M 2.68% +974 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: 102,628 shares; 2024Q4: 106,397 shares; 2025Q1: 107,910 shares; 2025Q2: 114,747 shares; 2025Q3: 123,585 shares; 2025Q4: 119,761 shares; 2026Q1: 121,278 shares 121,278 $39.1M 2.68% +1,517 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: 227,154 shares; 2024Q4: 243,209 shares; 2025Q1: 247,439 shares; 2025Q2: 248,767 shares; 2025Q3: 259,417 shares; 2025Q4: 248,827 shares; 2026Q1: 266,312 shares 266,312 $38.9M 2.66% +17,485 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: 373,314 shares; 2024Q4: 384,830 shares; 2025Q1: 378,393 shares; 2025Q2: 338,467 shares; 2025Q3: 345,191 shares; 2025Q4: 349,716 shares; 2026Q1: 382,639 shares 382,639 $37.5M 2.56% +32,923 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: 28,437 shares; 2024Q4: 83,357 shares; 2025Q1: 84,010 shares; 2025Q2: 86,226 shares; 2025Q3: 91,773 shares; 2025Q4: 90,537 shares; 2026Q1: 94,007 shares 94,007 $35.5M 2.43% +3,470 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,752 shares; 2024Q4: 339,896 shares; 2025Q1: 350,350 shares; 2025Q2: 351,727 shares; 2025Q3: 418,544 shares; 2025Q4: 550,402 shares; 2026Q1: 542,488 shares 542,488 $31.6M 2.16% -7,914 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: 50,506 shares; 2024Q4: 92,451 shares; 2025Q1: 91,828 shares; 2025Q2: 93,963 shares; 2025Q3: 100,630 shares; 2025Q4: 96,111 shares; 2026Q1: 98,937 shares 98,937 $23.7M 1.62% +2,826 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: 38,947 shares; 2024Q4: 73,333 shares; 2025Q1: 74,485 shares; 2025Q2: 76,356 shares; 2025Q3: 88,692 shares; 2025Q4: 82,849 shares; 2026Q1: 80,199 shares 80,199 $23.5M 1.61% -2,650 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: 30,772 shares; 2024Q4: 33,091 shares; 2025Q1: 34,211 shares; 2025Q2: 39,766 shares; 2025Q3: 41,554 shares; 2025Q4: 45,603 shares; 2026Q1: 46,784 shares 46,784 $22.4M 1.53% +1,181 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: 38,184 shares; 2024Q4: 33,612 shares; 2025Q1: 32,828 shares; 2025Q2: 34,395 shares; 2025Q3: 34,712 shares; 2025Q4: 36,020 shares; 2026Q1: 36,033 shares 36,033 $21.9M 1.5% +13 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: 13,666 shares; 2024Q4: 31,091 shares; 2025Q1: 31,240 shares; 2025Q2: 31,578 shares; 2025Q3: 35,303 shares; 2025Q4: 32,891 shares; 2026Q1: 34,282 shares 34,282 $20.5M 1.4% +1,391 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: 24,969 shares; 2024Q4: 24,836 shares; 2025Q1: 26,919 shares; 2025Q2: 35,409 shares; 2025Q3: 115,721 shares; 2025Q4: 245,277 shares; 2026Q1: 286,188 shares 286,188 $20M 1.37% +40,911 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: 47,210 shares; 2024Q4: 49,120 shares; 2025Q1: 49,364 shares; 2025Q2: 49,459 shares; 2025Q3: 54,832 shares; 2025Q4: 48,359 shares; 2026Q1: 49,683 shares 49,683 $18.7M 1.28% +1,324 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: 22,073 shares; 2024Q4: 52,772 shares; 2025Q1: 52,943 shares; 2025Q2: 54,285 shares; 2025Q3: 63,004 shares; 2025Q4: 58,950 shares; 2026Q1: 60,520 shares 60,520 $18.6M 1.27% +1,570 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: 17,672 shares; 2024Q4: 17,898 shares; 2025Q1: 18,428 shares; 2025Q2: 20,587 shares; 2025Q3: 21,510 shares; 2025Q4: 21,221 shares; 2026Q1: 25,017 shares 25,017 $14.5M 0.99% +3,796 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10,637 shares; 2025Q3: 267,974 shares; 2025Q4: 359,189 shares; 2026Q1: 418,803 shares 418,803 $13.8M 0.94% +59,614 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: 36,540 shares; 2024Q4: 254,402 shares; 2025Q1: 164,101 shares; 2025Q2: 121,335 shares; 2025Q3: 116,084 shares; 2025Q4: 379,123 shares; 2026Q1: 401,470 shares 401,470 $13.6M 0.93% +22,347 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: 83,177 shares; 2024Q4: 126,424 shares; 2025Q1: 132,975 shares; 2025Q2: 137,721 shares; 2025Q3: 163,603 shares; 2025Q4: 164,617 shares; 2026Q1: 169,636 shares 169,636 $12.5M 0.85% +5,019 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: 17 shares; 2024Q4: 22 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $12.2M 0.83% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,428 shares; 2024Q4: 299,193 shares; 2025Q1: 324,131 shares; 2025Q2: 324,328 shares; 2025Q3: 305,643 shares; 2025Q4: 187,038 shares; 2026Q1: 196,293 shares 196,293 $12M 0.82% +9,255 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: 63,946 shares; 2024Q4: 64,293 shares; 2025Q1: 60,933 shares; 2025Q2: 60,305 shares; 2025Q3: 61,734 shares; 2025Q4: 60,538 shares; 2026Q1: 59,589 shares 59,589 $11.7M 0.8% -949 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: 25,748 shares; 2024Q4: 43,517 shares; 2025Q1: 44,828 shares; 2025Q2: 46,672 shares; 2025Q3: 51,405 shares; 2025Q4: 48,029 shares; 2026Q1: 48,854 shares 48,854 $11.6M 0.79% +825 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: 35,685 shares; 2024Q4: 37,856 shares; 2025Q1: 37,679 shares; 2025Q2: 38,171 shares; 2025Q3: 41,578 shares; 2025Q4: 39,227 shares; 2026Q1: 37,786 shares 37,786 $11.5M 0.79% -1,441 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: 11,621 shares; 2024Q4: 11,625 shares; 2025Q1: 12,352 shares; 2025Q2: 12,219 shares; 2025Q3: 12,874 shares; 2025Q4: 12,424 shares; 2026Q1: 15,378 shares 15,378 $10.1M 0.69% +2,954 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: 5,386 shares; 2024Q4: 23,341 shares; 2025Q1: 23,507 shares; 2025Q2: 25,011 shares; 2025Q3: 27,067 shares; 2025Q4: 37,837 shares; 2026Q1: 41,581 shares 41,581 $10.1M 0.69% +3,744 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: 27,124 shares; 2024Q4: 28,251 shares; 2025Q1: 28,979 shares; 2025Q2: 28,238 shares; 2025Q3: 31,526 shares; 2025Q4: 29,416 shares; 2026Q1: 31,389 shares 31,389 $9.76M 0.67% +1,973 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: 16,979 shares; 2024Q4: 16,852 shares; 2025Q1: 16,718 shares; 2025Q2: 17,528 shares; 2025Q3: 18,233 shares; 2025Q4: 21,021 shares; 2026Q1: 21,468 shares 21,468 $9.36M 0.64% +447 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,067 shares; 2024Q4: 194,779 shares; 2025Q1: 224,162 shares; 2025Q2: 240,362 shares; 2025Q3: 246,553 shares; 2025Q4: 252,587 shares; 2026Q1: 254,458 shares 254,458 $9.06M 0.62% +1,871 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: 50,956 shares; 2024Q4: 51,437 shares; 2025Q1: 50,419 shares; 2025Q2: 50,137 shares; 2025Q3: 50,605 shares; 2025Q4: 52,608 shares; 2026Q1: 53,205 shares 53,205 $9.02M 0.62% +597 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: 130,195 shares; 2024Q4: 143,985 shares; 2025Q1: 183,317 shares; 2025Q2: 252,476 shares; 2025Q3: 277,990 shares; 2025Q4: 231,272 shares; 2026Q1: 331,563 shares 331,563 $8.72M 0.6% +100,291 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 200,164 shares; 2025Q3: 209,745 shares; 2025Q4: 218,127 shares; 2026Q1: 237,334 shares 237,334 $8.6M 0.59% +19,207 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209,327 shares; 2025Q1: 241,084 shares; 2025Q2: 245,339 shares; 2025Q3: 258,731 shares; 2025Q4: 246,942 shares; 2026Q1: 285,103 shares 285,103 $8.11M 0.55% +38,161 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,579 shares; 2025Q2: 5,285 shares; 2025Q3: 74,109 shares; 2025Q4: 80,283 shares; 2026Q1: 105,426 shares 105,426 $7.47M 0.51% +25,143 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: 31,020 shares; 2024Q4: 31,169 shares; 2025Q1: 30,040 shares; 2025Q2: 30,750 shares; 2025Q3: 33,877 shares; 2025Q4: 32,804 shares; 2026Q1: 32,819 shares 32,819 $7.1M 0.49% +15 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,406 shares; 2024Q4: 14,287 shares; 2025Q1: 14,307 shares; 2025Q2: 14,882 shares; 2025Q3: 15,033 shares; 2025Q4: 16,629 shares; 2026Q1: 16,753 shares 16,753 $6.83M 0.47% +124 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: 73,236 shares; 2024Q4: 216,980 shares; 2025Q1: 218,833 shares; 2025Q2: 226,412 shares; 2025Q3: 251,375 shares; 2025Q4: 239,877 shares; 2026Q1: 248,670 shares 248,670 $6.63M 0.45% +8,793 Timeline MLN 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: 51,250 shares; 2024Q4: 257,656 shares; 2025Q1: 266,403 shares; 2025Q2: 295,297 shares; 2025Q3: 375,078 shares; 2025Q4: 312,605 shares; 2026Q1: 375,301 shares 375,301 $6.62M 0.45% +62,696 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: 8,383 shares; 2024Q4: 19,522 shares; 2025Q1: 19,704 shares; 2025Q2: 20,137 shares; 2025Q3: 22,350 shares; 2025Q4: 20,599 shares; 2026Q1: 21,914 shares 21,914 $6.54M 0.45% +1,315 Timeline HEFA 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: 163,398 shares; 2024Q4: 177,006 shares; 2025Q1: 90,789 shares; 2025Q2: 180,246 shares; 2025Q3: 9,246 shares; 2025Q4: 6,170 shares; 2026Q1: 149,704 shares 149,704 $6.36M 0.44% +143,534 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: 11,242 shares; 2024Q4: 24,118 shares; 2025Q1: 24,592 shares; 2025Q2: 25,345 shares; 2025Q3: 29,403 shares; 2025Q4: 26,858 shares; 2026Q1: 28,269 shares 28,269 $6.29M 0.43% +1,411 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: 14,163 shares; 2024Q4: 24,051 shares; 2025Q1: 24,369 shares; 2025Q2: 24,925 shares; 2025Q3: 27,717 shares; 2025Q4: 25,682 shares; 2026Q1: 26,264 shares 26,264 $6.25M 0.43% +582 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,323 shares; 2024Q4: 21,748 shares; 2025Q1: 22,065 shares; 2025Q2: 23,314 shares; 2025Q3: 23,583 shares; 2025Q4: 29,563 shares; 2026Q1: 29,976 shares 29,976 $6.11M 0.42% +413 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: 15,772 shares; 2024Q4: 16,889 shares; 2025Q1: 19,258 shares; 2025Q2: 21,727 shares; 2025Q3: 25,040 shares; 2025Q4: 25,894 shares; 2026Q1: 29,310 shares 29,310 $6.06M 0.42% +3,416 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,258 shares; 2024Q4: 188,899 shares; 2025Q1: 195,731 shares; 2025Q2: 218,385 shares; 2025Q3: 271,333 shares; 2025Q4: 220,450 shares; 2026Q1: 270,074 shares 270,074 $5.86M 0.4% +49,624 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: 4,704 shares; 2025Q3: 4,379 shares; 2025Q4: 25,439 shares; 2026Q1: 27,706 shares 27,706 $5.85M 0.4% +2,267 Timeline HYMB 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: 26,903 shares; 2024Q4: 27,705 shares; 2025Q1: 171,520 shares; 2025Q2: 25,036 shares; 2025Q3: 238,062 shares; 2025Q4: 185,505 shares; 2026Q1: 229,586 shares 229,586 $5.77M 0.39% +44,081 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: 15,506 shares; 2024Q4: 192,400 shares; 2025Q1: 191,720 shares; 2025Q2: 187,083 shares; 2025Q3: 6,738 shares; 2025Q4: 155,362 shares; 2026Q1: 144,755 shares 144,755 $5.75M 0.39% -10,607 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: 13,112 shares; 2024Q4: 28,486 shares; 2025Q1: 22,584 shares; 2025Q2: 19,936 shares; 2025Q3: 20,274 shares; 2025Q4: 27,352 shares; 2026Q1: 29,432 shares 29,432 $5.67M 0.39% +2,080 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: 19,686 shares; 2024Q4: 20,231 shares; 2025Q1: 20,111 shares; 2025Q2: 20,028 shares; 2025Q3: 20,138 shares; 2025Q4: 20,869 shares; 2026Q1: 21,106 shares 21,106 $5.53M 0.38% +237 Timeline AMERICAN WASHINGTON MUTUAL … AMERICAN WASHINGTON MUTUAL INVEST… More: the full row for AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 Quarterly shares; oldest to 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: 81,256 shares 81,256 $5.47M 0.37% new 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: 53,972 shares; 2024Q4: 53,932 shares; 2025Q1: 63,437 shares; 2025Q2: 68,136 shares; 2025Q3: 84,588 shares; 2025Q4: 104,135 shares; 2026Q1: 108,175 shares 108,175 $5.38M 0.37% +4,040 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,943 shares; 2024Q4: 35,330 shares; 2025Q1: 34,744 shares; 2025Q2: 35,142 shares; 2025Q3: 37,276 shares; 2025Q4: 36,460 shares; 2026Q1: 36,306 shares 36,306 $5.21M 0.36% -154 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: 17,614 shares; 2024Q4: 17,703 shares; 2025Q1: 17,578 shares; 2025Q2: 18,038 shares; 2025Q3: 17,630 shares; 2025Q4: 18,118 shares; 2026Q1: 18,133 shares 18,133 $5.21M 0.36% +15 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,246 shares; 2024Q4: 87,138 shares; 2025Q1: 84,924 shares; 2025Q2: 81,839 shares; 2025Q3: 79,835 shares; 2025Q4: 73,478 shares; 2026Q1: 69,707 shares 69,707 $5.17M 0.35% -3,771 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: 36,212 shares; 2024Q4: 40,991 shares; 2025Q1: 36,803 shares; 2025Q2: 36,442 shares; 2025Q3: 40,357 shares; 2025Q4: 36,474 shares; 2026Q1: 35,599 shares 35,599 $5.17M 0.35% -875 Timeline AMERICAN GROWTH FUND OF AME… AMERICAN GROWTH FUND OF AMERICA C… More: the full row for AMERICAN GROWTH FUND OF AMERICA CLASS F2 Quarterly shares; oldest to 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: 60,732 shares 60,732 $4.99M 0.34% new 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: not reported; 2024Q4: 10,512 shares; 2025Q1: 68,383 shares; 2025Q2: 62,463 shares; 2025Q3: 85,172 shares; 2025Q4: 101,644 shares; 2026Q1: 52,609 shares 52,609 $4.64M 0.32% -49,035 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,338 shares; 2024Q4: 21,623 shares; 2025Q1: 24,515 shares; 2025Q2: 29,592 shares; 2025Q3: 39,839 shares; 2025Q4: 37,204 shares; 2026Q1: 37,105 shares 37,105 $4.63M 0.32% -99 Timeline IAGG 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: 74,515 shares; 2025Q3: 71,940 shares; 2025Q4: 73,952 shares; 2026Q1: 82,822 shares 82,822 $4.14M 0.28% +8,870 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: 17,791 shares; 2024Q4: 17,952 shares; 2025Q1: 17,609 shares; 2025Q2: 18,279 shares; 2025Q3: 19,672 shares; 2025Q4: 18,900 shares; 2026Q1: 18,934 shares 18,934 $4.11M 0.28% +34 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: 18,309 shares; 2024Q4: 18,183 shares; 2025Q1: 17,794 shares; 2025Q2: 18,187 shares; 2025Q3: 18,833 shares; 2025Q4: 19,744 shares; 2026Q1: 21,169 shares 21,169 $4.06M 0.28% +1,425 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 7,852 shares; 2025Q1: 6,441 shares; 2025Q2: 6,412 shares; 2025Q3: 3,944 shares; 2025Q4: 6,455 shares; 2026Q1: 6,364 shares 6,364 $4.04M 0.28% -91 Timeline AMERICAN INCOME FUND OF AME… AMERICAN INCOME FUND OF AMERICA C… More: the full row for AMERICAN INCOME FUND OF AMERICA CLASS F2 Quarterly shares; oldest to 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: 145,462 shares 145,462 $4M 0.27% new 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: 9,685 shares; 2024Q4: 29,815 shares; 2025Q1: 30,972 shares; 2025Q2: 32,302 shares; 2025Q3: 35,357 shares; 2025Q4: 34,840 shares; 2026Q1: 38,553 shares 38,553 $3.95M 0.27% +3,713 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: 4,799 shares; 2024Q4: 3,213 shares; 2025Q1: 3,224 shares; 2025Q2: 56,871 shares; 2025Q3: 3,742 shares; 2025Q4: 3,573 shares; 2026Q1: 4,193 shares 4,193 $3.87M 0.27% +620 Timeline SPMB 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: 117,371 shares; 2024Q4: 128,102 shares; 2025Q1: 130,647 shares; 2025Q2: 142,166 shares; 2025Q3: 154,060 shares; 2025Q4: 160,385 shares; 2026Q1: 171,707 shares 171,707 $3.84M 0.26% +11,322 Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu Quarterly shares; oldest to 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: 48,436 shares 48,436 $3.76M 0.26% new 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: 39,832 shares; 2024Q4: 43,327 shares; 2025Q1: 38,154 shares; 2025Q2: 39,779 shares; 2025Q3: 37,953 shares; 2025Q4: 38,829 shares; 2026Q1: 40,139 shares 40,139 $3.72M 0.25% +1,310 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,584 shares; 2024Q4: 55,180 shares; 2025Q1: 52,667 shares; 2025Q2: 50,732 shares; 2025Q3: 50,757 shares; 2025Q4: 48,546 shares; 2026Q1: 51,127 shares 51,127 $3.59M 0.25% +2,581 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,675 shares; 2025Q1: 7,965 shares; 2025Q2: 8,965 shares; 2025Q3: 9,310 shares; 2025Q4: 11,757 shares; 2026Q1: 11,861 shares 11,861 $3.5M 0.24% +104 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: 16,796 shares; 2024Q4: 36,634 shares; 2025Q1: 36,715 shares; 2025Q2: 37,081 shares; 2025Q3: 41,285 shares; 2025Q4: 37,945 shares; 2026Q1: 36,886 shares 36,886 $3.48M 0.24% -1,059 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,381 shares; 2024Q4: 54,729 shares; 2025Q1: 53,751 shares; 2025Q2: 54,331 shares; 2025Q3: 56,229 shares; 2025Q4: 56,312 shares; 2026Q1: 57,942 shares 57,942 $3.37M 0.23% +1,630 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: 6,084 shares; 2024Q4: 10,430 shares; 2025Q1: 10,044 shares; 2025Q2: 10,115 shares; 2025Q3: 9,944 shares; 2025Q4: 9,834 shares; 2026Q1: 10,028 shares 10,028 $3.3M 0.23% +194 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,400 shares; 2024Q4: 29,257 shares; 2025Q1: 28,593 shares; 2025Q2: 28,980 shares; 2025Q3: 28,689 shares; 2025Q4: 28,611 shares; 2026Q1: 28,417 shares 28,417 $3.25M 0.22% -194 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,143 shares; 2024Q4: 51,425 shares; 2025Q1: 42,513 shares; 2025Q2: 45,006 shares; 2025Q3: 48,766 shares; 2025Q4: 52,036 shares; 2026Q1: 60,229 shares 60,229 $3.13M 0.21% +8,193 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,909 shares; 2025Q1: 3,009 shares; 2025Q2: 3,127 shares; 2025Q3: 2,917 shares; 2025Q4: 29,685 shares; 2026Q1: 32,752 shares 32,752 $3.12M 0.21% +3,067 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: 25,407 shares; 2024Q4: 24,853 shares; 2025Q1: 26,147 shares; 2025Q2: 23,288 shares; 2025Q3: 24,892 shares; 2025Q4: 23,560 shares; 2026Q1: 23,879 shares 23,879 $3.11M 0.21% +319 Timeline WELLS FARGO & CO 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: 2,619 shares; 2024Q4: 3,128 shares; 2025Q1: 2,627 shares; 2025Q2: 2,767 shares; 2025Q3: 1,350 shares; 2025Q4: 2,627 shares; 2026Q1: 2,627 shares 2,627 $3.09M 0.21% 0 AMERICAN BALANCED FUND CLAS… AMERICAN BALANCED FUND CLASS F2 More: the full row for AMERICAN BALANCED FUND CLASS F2 Quarterly shares; oldest to 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: 77,732 shares 77,732 $3.07M 0.21% new VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: 26,623 shares; 2025Q1: 26,003 shares; 2025Q2: 26,628 shares; 2025Q3: 26,968 shares; 2025Q4: 26,948 shares; 2026Q1: 26,738 shares 26,738 $3.07M 0.21% -210 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: 350,678 shares; 2024Q4: 65,143 shares; 2025Q1: 56,892 shares; 2025Q2: 54,655 shares; 2025Q3: 57,969 shares; 2025Q4: 54,460 shares; 2026Q1: 53,868 shares 53,868 $3.05M 0.21% -592 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: 17,239 shares; 2024Q4: 17,508 shares; 2025Q1: 32,012 shares; 2025Q2: 16,015 shares; 2025Q3: 18,966 shares; 2025Q4: 18,749 shares; 2026Q1: 19,562 shares 19,562 $3.04M 0.21% +813 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: 34,123 shares; 2025Q1: 45,243 shares; 2025Q2: 52,778 shares; 2025Q3: 55,695 shares; 2025Q4: 61,361 shares; 2026Q1: 78,045 shares 78,045 $3M 0.21% +16,684 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: 31,373 shares; 2024Q4: 31,467 shares; 2025Q1: 25,068 shares; 2025Q2: 23,729 shares; 2025Q3: 24,407 shares; 2025Q4: 49,317 shares; 2026Q1: 48,850 shares 48,850 $2.99M 0.2% -467 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: 16,689 shares; 2024Q4: 17,333 shares; 2025Q1: 17,304 shares; 2025Q2: 16,672 shares; 2025Q3: 19,382 shares; 2025Q4: 17,514 shares; 2026Q1: 17,973 shares 17,973 $2.97M 0.2% +459 Timeline AMERICAN CAPITAL INCOME BUI… AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,438 shares 36,438 $2.96M 0.2% new CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,445 shares; 2024Q4: 74,298 shares; 2025Q1: 74,229 shares; 2025Q2: 76,481 shares; 2025Q3: 89,974 shares; 2025Q4: 78,351 shares; 2026Q1: 87,608 shares 87,608 $2.94M 0.2% +9,257 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,224 shares; 2025Q4: 26,436 shares; 2026Q1: 126,574 shares 126,574 $2.91M 0.2% +100,138 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,862 shares; 2024Q4: 38,364 shares; 2025Q1: 39,182 shares; 2025Q2: 36,309 shares; 2025Q3: 38,834 shares; 2025Q4: 40,030 shares; 2026Q1: 41,404 shares 41,404 $2.83M 0.19% +1,374 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: 27,008 shares; 2024Q4: 27,242 shares; 2025Q1: 26,706 shares; 2025Q2: 27,101 shares; 2025Q3: 24,652 shares; 2025Q4: 22,753 shares; 2026Q1: 23,222 shares 23,222 $2.74M 0.19% +469 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: 6,958 shares; 2024Q4: 6,856 shares; 2025Q1: 5,938 shares; 2025Q2: 5,581 shares; 2025Q3: 5,662 shares; 2025Q4: 6,209 shares; 2026Q1: 5,850 shares 5,850 $2.71M 0.19% -359 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,068 shares; 2025Q1: 17,268 shares; 2025Q2: 25,189 shares; 2025Q3: 47,904 shares; 2025Q4: 51,430 shares; 2026Q1: 66,088 shares 66,088 $2.66M 0.18% +14,658 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,854 shares; 2025Q1: 3,400 shares; 2025Q2: 3,669 shares; 2025Q3: 5,254 shares; 2025Q4: 5,681 shares; 2026Q1: 7,322 shares 7,322 $2.63M 0.18% +1,641 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: 7,225 shares; 2024Q4: 7,320 shares; 2025Q1: 7,241 shares; 2025Q2: 7,289 shares; 2025Q3: 7,300 shares; 2025Q4: 7,426 shares; 2026Q1: 8,618 shares 8,618 $2.61M 0.18% +1,192 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: 30,160 shares; 2024Q4: 30,294 shares; 2025Q1: 32,985 shares; 2025Q2: 34,078 shares; 2025Q3: 35,610 shares; 2025Q4: 34,129 shares; 2026Q1: 34,056 shares 34,056 $2.6M 0.18% -73 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: 16,666 shares; 2024Q4: 16,749 shares; 2025Q1: 15,703 shares; 2025Q2: 15,978 shares; 2025Q3: 16,051 shares; 2025Q4: 16,010 shares; 2026Q1: 17,451 shares 17,451 $2.58M 0.18% +1,441 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: 10,586 shares; 2024Q4: 59,555 shares; 2025Q1: 60,441 shares; 2025Q2: 8,694 shares; 2025Q3: 70,097 shares; 2025Q4: 64,525 shares; 2026Q1: 68,391 shares 68,391 $2.58M 0.18% +3,866 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: 6,776 shares; 2024Q4: 7,514 shares; 2025Q1: 7,577 shares; 2025Q2: 7,495 shares; 2025Q3: 7,686 shares; 2025Q4: 7,967 shares; 2026Q1: 8,211 shares 8,211 $2.56M 0.18% +244 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: 6,743 shares; 2024Q4: 10,129 shares; 2025Q1: 7,945 shares; 2025Q2: 6,895 shares; 2025Q3: 6,740 shares; 2025Q4: 20,648 shares; 2026Q1: 19,223 shares 19,223 $2.55M 0.17% -1,425 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: 2,215 shares; 2024Q4: 2,312 shares; 2025Q1: 2,541 shares; 2025Q2: 3,389 shares; 2025Q3: 3,516 shares; 2025Q4: 5,098 shares; 2026Q1: 5,659 shares 5,659 $2.44M 0.17% +561 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: 5,914 shares; 2025Q1: 6,114 shares; 2025Q2: 6,113 shares; 2025Q3: 6,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,257 shares 11,257 $2.43M 0.17% +207 Timeline INVESTMENT CO AMER CL F-2 S… INVESTMENT CO AMER CL F-2 SHS More: the full row for INVESTMENT CO AMER CL F-2 SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,823 shares 36,823 $2.42M 0.17% new 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: 12,862 shares; 2024Q4: 18,319 shares; 2025Q1: 21,551 shares; 2025Q2: 24,333 shares; 2025Q3: not reported; 2025Q4: 44,368 shares; 2026Q1: 56,326 shares 56,326 $2.4M 0.16% +11,958 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,195 shares 28,195 $2.39M 0.16% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 3,555 shares; 2025Q1: 3,699 shares; 2025Q2: 3,562 shares; 2025Q3: 3,533 shares; 2025Q4: 3,828 shares; 2026Q1: 21,111 shares 21,111 $2.39M 0.16% +17,283 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: 24,392 shares; 2024Q4: 24,172 shares; 2025Q1: 22,626 shares; 2025Q2: 22,854 shares; 2025Q3: 26,239 shares; 2025Q4: 25,646 shares; 2026Q1: 26,027 shares 26,027 $2.37M 0.16% +381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 9,535 shares 9,535 $2.36M 0.16% +8,715 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: 15,238 shares; 2024Q4: 16,046 shares; 2025Q1: 12,973 shares; 2025Q2: 22,447 shares; 2025Q3: 22,299 shares; 2025Q4: 47,674 shares; 2026Q1: 51,403 shares 51,403 $2.36M 0.16% +3,729 Timeline CDC 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: 38,758 shares; 2024Q4: 36,526 shares; 2025Q1: 35,307 shares; 2025Q2: 33,906 shares; 2025Q3: 33,050 shares; 2025Q4: 31,752 shares; 2026Q1: 32,864 shares 32,864 $2.35M 0.16% +1,112 Timeline SCHWAB GOVERNMENT MONEY ULT… SCHWAB GOVERNMENT MONEY ULTRA More: the full row for SCHWAB GOVERNMENT MONEY ULTRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,218,184 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,282,625 shares 2,282,625 $2.28M 0.16% new IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,218 shares; 2024Q4: 24,843 shares; 2025Q1: 21,750 shares; 2025Q2: 22,526 shares; 2025Q3: 23,213 shares; 2025Q4: 22,795 shares; 2026Q1: 22,044 shares 22,044 $2.26M 0.15% -751 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 23,609 shares; 2025Q1: 20,208 shares; 2025Q2: 22,965 shares; 2025Q3: 13,774 shares; 2025Q4: 17,122 shares; 2026Q1: 96,979 shares 96,979 $2.22M 0.15% +79,857 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: 5,096 shares; 2024Q4: 5,097 shares; 2025Q1: 5,615 shares; 2025Q2: 4,749 shares; 2025Q3: 4,784 shares; 2025Q4: 5,437 shares; 2026Q1: 6,747 shares 6,747 $2.22M 0.15% +1,310 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: 10,096 shares; 2024Q4: 37,497 shares; 2025Q1: 40,064 shares; 2025Q2: 46,979 shares; 2025Q3: 53,485 shares; 2025Q4: 42,627 shares; 2026Q1: 47,463 shares 47,463 $2.21M 0.15% +4,836 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,207 shares; 2024Q4: 16,207 shares; 2025Q1: 15,849 shares; 2025Q2: 14,463 shares; 2025Q3: 16,169 shares; 2025Q4: 34,788 shares; 2026Q1: 32,243 shares 32,243 $2.2M 0.15% -2,545 Timeline IJS 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: 18,497 shares 18,497 $2.19M 0.15% new 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: 945 shares; 2024Q4: 946 shares; 2025Q1: 886 shares; 2025Q2: 846 shares; 2025Q3: 2,447 shares; 2025Q4: 2,535 shares; 2026Q1: 3,078 shares 3,078 $2.18M 0.15% +543 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: 8,292 shares; 2024Q4: 8,310 shares; 2025Q1: 8,279 shares; 2025Q2: 8,711 shares; 2025Q3: 8,792 shares; 2025Q4: 8,752 shares; 2026Q1: 8,761 shares 8,761 $2.14M 0.15% +9 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: 70,144 shares; 2024Q4: 69,683 shares; 2025Q1: 89,722 shares; 2025Q2: 95,206 shares; 2025Q3: 84,217 shares; 2025Q4: 67,909 shares; 2026Q1: 76,033 shares 76,033 $2.14M 0.15% +8,124 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,439 shares 37,439 $2.13M 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: 71,166 shares; 2025Q2: 85,579 shares; 2025Q3: 85,601 shares; 2025Q4: 70,514 shares; 2026Q1: 106,237 shares 106,237 $2.05M 0.14% +35,723 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: 1,342 shares; 2024Q4: 2,126 shares; 2025Q1: 2,872 shares; 2025Q2: 3,616 shares; 2025Q3: 4,783 shares; 2025Q4: 4,987 shares; 2026Q1: 5,240 shares 5,240 $2.05M 0.14% +253 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,809 shares; 2025Q3: 6,358 shares; 2025Q4: 23,921 shares; 2026Q1: 25,660 shares 25,660 $1.99M 0.14% +1,739 Timeline ALBEMARLE CORP 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: 19,590 shares; 2024Q4: 16,465 shares; 2025Q1: 25,585 shares; 2025Q2: 28,450 shares; 2025Q3: 29,225 shares; 2025Q4: 28,750 shares; 2026Q1: 26,940 shares 26,940 $1.94M 0.13% -1,810 LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 2,589 shares; 2025Q1: 2,838 shares; 2025Q2: 2,807 shares; 2025Q3: 3,096 shares; 2025Q4: 3,168 shares; 2026Q1: 3,319 shares 3,319 $1.89M 0.13% +151 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: 1,016 shares; 2024Q4: 7,814 shares; 2025Q1: 7,993 shares; 2025Q2: 8,384 shares; 2025Q3: 10,032 shares; 2025Q4: 9,632 shares; 2026Q1: 10,583 shares 10,583 $1.86M 0.13% +951 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,698 shares; 2025Q1: 6,378 shares; 2025Q2: 6,394 shares; 2025Q3: 6,351 shares; 2025Q4: 6,424 shares; 2026Q1: 6,506 shares 6,506 $1.85M 0.13% +82 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,556 shares; 2025Q3: 19,381 shares; 2025Q4: 31,609 shares; 2026Q1: 36,211 shares 36,211 $1.83M 0.13% +4,602 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,525 shares; 2024Q4: 36,844 shares; 2025Q1: 43,110 shares; 2025Q2: 45,102 shares; 2025Q3: 39,975 shares; 2025Q4: 37,984 shares; 2026Q1: 35,858 shares 35,858 $1.82M 0.12% -2,126 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,888 shares; 2025Q1: 17,998 shares; 2025Q2: 17,018 shares; 2025Q3: 30,661 shares; 2025Q4: 40,315 shares; 2026Q1: 46,126 shares 46,126 $1.81M 0.12% +5,811 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,228 shares; 2025Q2: 29,438 shares; 2025Q3: 37,425 shares; 2025Q4: 47,056 shares; 2026Q1: 62,738 shares 62,738 $1.81M 0.12% +15,682 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: 25,288 shares; 2024Q4: 25,737 shares; 2025Q1: 25,693 shares; 2025Q2: 22,580 shares; 2025Q3: 26,808 shares; 2025Q4: 22,812 shares; 2026Q1: 22,182 shares 22,182 $1.78M 0.12% -630 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,337 shares; 2026Q1: 8,021 shares 8,021 $1.75M 0.12% +684 Timeline CFA 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: 27,754 shares; 2024Q4: 26,189 shares; 2025Q1: 23,760 shares; 2025Q2: 22,603 shares; 2025Q3: 22,056 shares; 2025Q4: 20,963 shares; 2026Q1: 18,970 shares 18,970 $1.74M 0.12% -1,993 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: 2,113 shares; 2024Q4: 2,362 shares; 2025Q1: 2,261 shares; 2025Q2: 2,001 shares; 2025Q3: 2,796 shares; 2025Q4: 2,266 shares; 2026Q1: 7,855 shares 7,855 $1.7M 0.12% +5,589 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: 5,826 shares; 2024Q4: 5,829 shares; 2025Q1: 5,757 shares; 2025Q2: 5,745 shares; 2025Q3: 5,748 shares; 2025Q4: 5,750 shares; 2026Q1: 5,907 shares 5,907 $1.7M 0.12% +157 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: not reported; 2024Q4: not reported; 2025Q1: 36,113 shares; 2025Q2: 37,623 shares; 2025Q3: 45,703 shares; 2025Q4: 44,581 shares; 2026Q1: 44,592 shares 44,592 $1.69M 0.12% +11 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: 5,110 shares; 2024Q4: 4,773 shares; 2025Q1: 4,775 shares; 2025Q2: 4,777 shares; 2025Q3: 5,427 shares; 2025Q4: 4,953 shares; 2026Q1: 12,115 shares 12,115 $1.65M 0.11% +7,162 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: 7,493 shares; 2025Q2: 9,071 shares; 2025Q3: not reported; 2025Q4: 31,199 shares; 2026Q1: 47,229 shares 47,229 $1.63M 0.11% +16,030 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,428 shares; 2024Q4: 24,256 shares; 2025Q1: 28,757 shares; 2025Q2: 26,439 shares; 2025Q3: 27,990 shares; 2025Q4: 30,336 shares; 2026Q1: 34,452 shares 34,452 $1.62M 0.11% +4,116 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 3,439 shares; 2025Q1: 3,350 shares; 2025Q2: 3,771 shares; 2025Q3: 3,596 shares; 2025Q4: 4,132 shares; 2026Q1: 5,176 shares 5,176 $1.6M 0.11% +1,044 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 8,830 shares; 2025Q1: 8,825 shares; 2025Q2: 9,362 shares; 2025Q3: 10,984 shares; 2025Q4: 10,681 shares; 2026Q1: 11,653 shares 11,653 $1.59M 0.11% +972 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: 21,924 shares; 2024Q4: 22,310 shares; 2025Q1: 22,051 shares; 2025Q2: 22,124 shares; 2025Q3: 21,653 shares; 2025Q4: 22,828 shares; 2026Q1: 23,420 shares 23,420 $1.59M 0.11% +592 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: 10,332 shares; 2024Q4: 10,327 shares; 2025Q1: 10,498 shares; 2025Q2: 10,798 shares; 2025Q3: 11,185 shares; 2025Q4: 11,227 shares; 2026Q1: 11,903 shares 11,903 $1.56M 0.11% +676 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: 13,765 shares; 2024Q4: 14,951 shares; 2025Q1: 15,228 shares; 2025Q2: 15,316 shares; 2025Q3: 16,550 shares; 2025Q4: 16,710 shares; 2026Q1: 16,645 shares 16,645 $1.55M 0.11% -65 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: 770 shares; 2024Q4: 1,050 shares; 2025Q1: 1,274 shares; 2025Q2: 1,304 shares; 2025Q3: 1,349 shares; 2025Q4: 1,455 shares; 2026Q1: 1,539 shares 1,539 $1.53M 0.11% +84 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares; 2026Q1: 4,265 shares 4,265 $1.51M 0.1% +466 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,452 shares; 2024Q4: 137,187 shares; 2025Q1: 92,835 shares; 2025Q2: 32,134 shares; 2025Q3: 32,134 shares; 2025Q4: 32,419 shares; 2026Q1: 32,419 shares 32,419 $1.5M 0.1% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 65,577 shares; 2025Q1: 62,585 shares; 2025Q2: 54,387 shares; 2025Q3: 53,200 shares; 2025Q4: 49,907 shares; 2026Q1: 50,471 shares 50,471 $1.47M 0.1% +564 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: 23,703 shares; 2024Q4: 24,472 shares; 2025Q1: 25,255 shares; 2025Q2: 28,404 shares; 2025Q3: 28,885 shares; 2025Q4: 27,079 shares; 2026Q1: 28,862 shares 28,862 $1.45M 0.1% +1,783 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: 9,068 shares; 2024Q4: 9,262 shares; 2025Q1: 9,283 shares; 2025Q2: 9,700 shares; 2025Q3: 9,889 shares; 2025Q4: 10,150 shares; 2026Q1: 11,005 shares 11,005 $1.44M 0.1% +855 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: 14,750 shares; 2024Q4: 14,581 shares; 2025Q1: 14,622 shares; 2025Q2: 19,695 shares; 2025Q3: 19,332 shares; 2025Q4: 19,306 shares; 2026Q1: 19,071 shares 19,071 $1.43M 0.1% -235 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: 15,455 shares; 2024Q4: 15,454 shares; 2025Q1: 21,765 shares; 2025Q2: 22,338 shares; 2025Q3: 22,735 shares; 2025Q4: 23,260 shares; 2026Q1: 26,407 shares 26,407 $1.43M 0.1% +3,147 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,750 shares; 2026Q1: 5,260 shares 5,260 $1.42M 0.1% -490 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: 1,440 shares; 2024Q4: 3,711 shares; 2025Q1: 3,706 shares; 2025Q2: 3,689 shares; 2025Q3: 3,632 shares; 2025Q4: 3,584 shares; 2026Q1: 3,618 shares 3,618 $1.41M 0.1% +34 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 9,921 shares; 2025Q1: 9,802 shares; 2025Q2: 9,890 shares; 2025Q3: 9,938 shares; 2025Q4: 8,975 shares; 2026Q1: 9,003 shares 9,003 $1.4M 0.1% +28 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 5,142 shares; 2026Q1: 4,684 shares 4,684 $1.39M 0.1% -458 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 4,748 shares; 2025Q1: 4,505 shares; 2025Q2: 5,188 shares; 2025Q3: 5,543 shares; 2025Q4: 5,728 shares; 2026Q1: 5,732 shares 5,732 $1.39M 0.09% +4 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,334 shares; 2024Q4: 13,665 shares; 2025Q1: 13,985 shares; 2025Q2: 13,461 shares; 2025Q3: 14,889 shares; 2025Q4: 14,446 shares; 2026Q1: 11,490 shares 11,490 $1.37M 0.09% -2,956 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: 4,979 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 2,275 shares; 2026Q1: 7,578 shares 7,578 $1.36M 0.09% +5,303 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: 30,277 shares; 2024Q4: 29,542 shares; 2025Q1: 28,258 shares; 2025Q2: 28,410 shares; 2025Q3: 4,000 shares; 2025Q4: 26,532 shares; 2026Q1: 27,172 shares 27,172 $1.34M 0.09% +640 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: 11,003 shares; 2024Q4: 13,042 shares; 2025Q1: 12,607 shares; 2025Q2: 12,624 shares; 2025Q3: 12,357 shares; 2025Q4: 13,121 shares; 2026Q1: 13,709 shares 13,709 $1.32M 0.09% +588 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,619 shares; 2024Q4: 24,209 shares; 2025Q1: 24,133 shares; 2025Q2: 25,189 shares; 2025Q3: 26,611 shares; 2025Q4: 27,274 shares; 2026Q1: 28,857 shares 28,857 $1.32M 0.09% +1,583 Timeline VSDA 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: 20,330 shares; 2024Q4: 21,182 shares; 2025Q1: 22,011 shares; 2025Q2: 21,392 shares; 2025Q3: 22,206 shares; 2025Q4: 23,366 shares; 2026Q1: 23,890 shares 23,890 $1.3M 0.09% +524 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,797 shares; 2025Q1: 1,781 shares; 2025Q2: 1,790 shares; 2025Q3: 1,725 shares; 2025Q4: 1,828 shares; 2026Q1: 2,309 shares 2,309 $1.3M 0.09% +481 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 57,161 shares; 2025Q3: 49,719 shares; 2025Q4: 37,167 shares; 2026Q1: 31,095 shares 31,095 $1.27M 0.09% -6,072 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,174 shares; 2026Q1: 4,877 shares 4,877 $1.24M 0.08% +3,703 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: 8,240 shares; 2024Q4: 8,258 shares; 2025Q1: 8,152 shares; 2025Q2: 8,314 shares; 2025Q3: 8,354 shares; 2025Q4: 8,438 shares; 2026Q1: 8,473 shares 8,473 $1.23M 0.08% +35 Timeline BILS 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: 10,806 shares; 2024Q4: 11,306 shares; 2025Q1: 9,306 shares; 2025Q2: 9,306 shares; 2025Q3: 9,681 shares; 2025Q4: 10,196 shares; 2026Q1: 12,331 shares 12,331 $1.23M 0.08% +2,135 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 8,934 shares; 2025Q1: 9,009 shares; 2025Q2: 9,139 shares; 2025Q3: 8,867 shares; 2025Q4: 9,003 shares; 2026Q1: 9,152 shares 9,152 $1.22M 0.08% +149 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: 12,368 shares; 2024Q4: 12,734 shares; 2025Q1: 16,904 shares; 2025Q2: 17,103 shares; 2025Q3: 17,207 shares; 2025Q4: 18,315 shares; 2026Q1: 19,203 shares 19,203 $1.19M 0.08% +888 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 8,019 shares; 2025Q1: 7,804 shares; 2025Q2: 7,854 shares; 2025Q3: 7,959 shares; 2025Q4: 8,669 shares; 2026Q1: 8,744 shares 8,744 $1.18M 0.08% +75 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: 19,675 shares; 2026Q1: 20,434 shares 20,434 $1.16M 0.08% +759 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,426 shares; 2025Q1: 17,086 shares; 2025Q2: 17,776 shares; 2025Q3: 18,291 shares; 2025Q4: 20,819 shares; 2026Q1: 30,051 shares 30,051 $1.15M 0.08% +9,232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,105 shares 11,105 $1.15M 0.08% 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: 9,002 shares; 2024Q4: 9,207 shares; 2025Q1: 9,189 shares; 2025Q2: 9,518 shares; 2025Q3: 13,448 shares; 2025Q4: 13,566 shares; 2026Q1: 14,625 shares 14,625 $1.13M 0.08% +1,059 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 17,695 shares; 2025Q1: 17,829 shares; 2025Q2: 17,648 shares; 2025Q3: 17,370 shares; 2025Q4: 17,556 shares; 2026Q1: 19,241 shares 19,241 $1.13M 0.08% +1,685 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,257 shares; 2026Q1: 34,515 shares 34,515 $1.11M 0.08% +17,258 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: 19,418 shares; 2024Q4: 19,813 shares; 2025Q1: 19,378 shares; 2025Q2: 19,234 shares; 2025Q3: 19,767 shares; 2025Q4: 19,534 shares; 2026Q1: 17,187 shares 17,187 $1.1M 0.08% -2,347 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: 44,848 shares; 2024Q4: 30,822 shares; 2025Q1: 30,835 shares; 2025Q2: 31,822 shares; 2025Q3: 31,823 shares; 2025Q4: 30,823 shares; 2026Q1: 30,773 shares 30,773 $1.1M 0.08% -50 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: 12,363 shares; 2024Q4: 12,495 shares; 2025Q1: 12,418 shares; 2025Q2: 12,547 shares; 2025Q3: 13,133 shares; 2025Q4: 11,773 shares; 2026Q1: 11,767 shares 11,767 $1.09M 0.07% -6 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,135 shares; 2024Q4: 40,206 shares; 2025Q1: 39,785 shares; 2025Q2: 50,961 shares; 2025Q3: 49,335 shares; 2025Q4: 48,613 shares; 2026Q1: 46,742 shares 46,742 $1.09M 0.07% -1,871 Timeline New Economy Fund Cl F2 New Economy Fund Cl F2 More: the full row for New Economy Fund Cl F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,569 shares 13,569 $1.08M 0.07% new 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: 2,548 shares; 2024Q4: 7,465 shares; 2025Q1: 7,343 shares; 2025Q2: 7,365 shares; 2025Q3: 7,961 shares; 2025Q4: 7,389 shares; 2026Q1: 6,789 shares 6,789 $1.07M 0.07% -600 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 2,597 shares; 2025Q1: 2,457 shares; 2025Q2: 3,058 shares; 2025Q3: 2,949 shares; 2025Q4: 4,229 shares; 2026Q1: 4,486 shares 4,486 $1.07M 0.07% +257 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 9,069 shares; 2025Q1: 6,300 shares; 2025Q2: 8,808 shares; 2025Q3: 10,837 shares; 2025Q4: 15,845 shares; 2026Q1: 20,670 shares 20,670 $1.04M 0.07% +4,825 Timeline AMERICAN NEW WORLD FUND CLA… AMERICAN NEW WORLD FUND CLASS F2 More: the full row for AMERICAN NEW WORLD FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,237 shares 10,237 $1.04M 0.07% new MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,459 shares; 2025Q1: 2,169 shares; 2025Q2: 2,823 shares; 2025Q3: 2,209 shares; 2025Q4: 2,233 shares; 2026Q1: 9,756 shares 9,756 $1.04M 0.07% +7,523 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 8,869 shares; 2025Q1: 10,793 shares; 2025Q2: 10,514 shares; 2025Q3: 10,669 shares; 2025Q4: 10,638 shares; 2026Q1: 10,638 shares 10,638 $1.03M 0.07% 0 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: 6,341 shares; 2024Q4: 6,472 shares; 2025Q1: 6,351 shares; 2025Q2: 6,464 shares; 2025Q3: 6,562 shares; 2025Q4: 6,727 shares; 2026Q1: 6,927 shares 6,927 $1.02M 0.07% +200 Timeline IWL 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: 6,258 shares 6,258 $1M 0.07% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,917 shares; 2024Q4: 18,917 shares; 2025Q1: 24,791 shares; 2025Q2: 24,791 shares; 2025Q3: 24,791 shares; 2025Q4: 24,791 shares; 2026Q1: 27,517 shares 27,517 $1M 0.07% +2,726 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: 7,118 shares; 2024Q4: 7,120 shares; 2025Q1: 6,861 shares; 2025Q2: 6,963 shares; 2025Q3: 6,641 shares; 2025Q4: 6,762 shares; 2026Q1: 6,774 shares 6,774 $992K 0.07% +12 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,185 shares; 2024Q4: 45,635 shares; 2025Q1: 45,635 shares; 2025Q2: 45,725 shares; 2025Q3: 54,633 shares; 2025Q4: 54,633 shares; 2026Q1: 57,839 shares 57,839 $992K 0.07% +3,206 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,487 shares 16,487 $986K 0.07% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: 10,734 shares; 2025Q1: 10,848 shares; 2025Q2: 11,150 shares; 2025Q3: 11,346 shares; 2025Q4: 11,273 shares; 2026Q1: 11,525 shares 11,525 $981K 0.07% +252 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,544 shares; 2024Q4: 10,169 shares; 2025Q1: 9,624 shares; 2025Q2: 9,873 shares; 2025Q3: 10,543 shares; 2025Q4: 10,212 shares; 2026Q1: 10,265 shares 10,265 $971K 0.07% +53 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: 3,032 shares; 2024Q4: 3,084 shares; 2025Q1: 3,036 shares; 2025Q2: 3,188 shares; 2025Q3: 3,611 shares; 2025Q4: 7,279 shares; 2026Q1: 10,018 shares 10,018 $966K 0.07% +2,739 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: 8,423 shares; 2024Q4: 10,753 shares; 2025Q1: 11,338 shares; 2025Q2: 10,585 shares; 2025Q3: 9,515 shares; 2025Q4: 9,875 shares; 2026Q1: 9,515 shares 9,515 $954K 0.07% -360 Timeline TOST TOAST INC More: the full row for TOAST 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: 17,680 shares; 2026Q1: 35,880 shares 35,880 $951K 0.07% +18,200 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: 2,400 shares; 2024Q4: 2,320 shares; 2025Q1: 2,372 shares; 2025Q2: 3,162 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares 3,163 $945K 0.06% 0 Timeline MGV 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: 5,551 shares; 2024Q4: 5,551 shares; 2025Q1: 5,160 shares; 2025Q2: 5,210 shares; 2025Q3: 5,435 shares; 2025Q4: 6,245 shares; 2026Q1: 6,512 shares 6,512 $944K 0.06% +267 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,604 shares; 2024Q4: 40,154 shares; 2025Q1: 39,416 shares; 2025Q2: 39,404 shares; 2025Q3: 38,804 shares; 2025Q4: 34,344 shares; 2026Q1: 30,491 shares 30,491 $918K 0.06% -3,853 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: not reported; 2024Q4: not reported; 2025Q1: 6,389 shares; 2025Q2: 7,648 shares; 2025Q3: 8,628 shares; 2025Q4: 9,103 shares; 2026Q1: 17,730 shares 17,730 $901K 0.06% +8,627 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 24,422 shares; 2025Q1: 2,722 shares; 2025Q2: 3,443 shares; 2025Q3: not reported; 2025Q4: 5,468 shares; 2026Q1: 5,504 shares 5,504 $900K 0.06% +36 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,179 shares; 2025Q2: 27,344 shares; 2025Q3: 31,311 shares; 2025Q4: 33,519 shares; 2026Q1: 18,653 shares 18,653 $895K 0.06% -14,866 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 458 shares; 2025Q1: 505 shares; 2025Q2: 504 shares; 2025Q3: 491 shares; 2025Q4: 621 shares; 2026Q1: 1,039 shares 1,039 $879K 0.06% +418 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,568 shares 20,568 $871K 0.06% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,204 shares; 2025Q3: 14,754 shares; 2025Q4: 15,041 shares; 2026Q1: 17,689 shares 17,689 $866K 0.06% +2,648 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,606 shares; 2025Q1: 2,492 shares; 2025Q2: 2,727 shares; 2025Q3: 2,753 shares; 2025Q4: 2,774 shares; 2026Q1: 3,750 shares 3,750 $862K 0.06% +976 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: 8,768 shares; 2024Q4: 9,483 shares; 2025Q1: 10,886 shares; 2025Q2: 12,395 shares; 2025Q3: 12,534 shares; 2025Q4: 11,533 shares; 2026Q1: 13,051 shares 13,051 $861K 0.06% +1,518 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,283 shares; 2024Q4: 15,277 shares; 2025Q1: 14,181 shares; 2025Q2: 14,075 shares; 2025Q3: not reported; 2025Q4: 16,909 shares; 2026Q1: 16,932 shares 16,932 $860K 0.06% +23 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: 3,559 shares; 2024Q4: 3,560 shares; 2025Q1: 3,561 shares; 2025Q2: 3,562 shares; 2025Q3: 3,503 shares; 2025Q4: 3,523 shares; 2026Q1: 3,296 shares 3,296 $858K 0.06% -227 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: 11,545 shares; 2024Q4: 11,054 shares; 2025Q1: 12,581 shares; 2025Q2: 14,117 shares; 2025Q3: 13,697 shares; 2025Q4: 13,804 shares; 2026Q1: 16,386 shares 16,386 $852K 0.06% +2,582 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: 83,508 shares; 2024Q4: 84,240 shares; 2025Q1: 83,645 shares; 2025Q2: 83,450 shares; 2025Q3: 81,829 shares; 2025Q4: 82,791 shares; 2026Q1: 82,394 shares 82,394 $849K 0.06% -397 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: 55,258 shares; 2024Q4: 61,019 shares; 2025Q1: 73,608 shares; 2025Q2: 65,650 shares; 2025Q3: not reported; 2025Q4: 20,502 shares; 2026Q1: 21,332 shares 21,332 $844K 0.06% +830 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 6,966 shares; 2025Q1: 7,177 shares; 2025Q2: 7,764 shares; 2025Q3: 9,810 shares; 2025Q4: 5,357 shares; 2026Q1: 6,301 shares 6,301 $834K 0.06% +944 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 6,486 shares; 2025Q1: 6,989 shares; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 7,093 shares; 2026Q1: 6,977 shares 6,977 $832K 0.06% -116 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: 6,845 shares; 2024Q4: 6,764 shares; 2025Q1: 6,946 shares; 2025Q2: 6,925 shares; 2025Q3: 6,726 shares; 2025Q4: 6,526 shares; 2026Q1: 6,448 shares 6,448 $830K 0.06% -78 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 7,225 shares; 2025Q1: 7,321 shares; 2025Q2: 7,524 shares; 2025Q3: 7,526 shares; 2025Q4: 7,612 shares; 2026Q1: 7,565 shares 7,565 $830K 0.06% -47 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: 573 shares; 2024Q4: 583 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 567 shares; 2025Q4: 554 shares; 2026Q1: 555 shares 555 $818K 0.06% +1 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,454 shares; 2024Q4: 18,392 shares; 2025Q1: 18,383 shares; 2025Q2: 18,375 shares; 2025Q3: not reported; 2025Q4: 18,400 shares; 2026Q1: 18,537 shares 18,537 $809K 0.06% +137 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: 6,418 shares; 2024Q4: 6,203 shares; 2025Q1: 5,927 shares; 2025Q2: 5,780 shares; 2025Q3: 5,734 shares; 2025Q4: 5,737 shares; 2026Q1: 10,191 shares 10,191 $806K 0.06% +4,454 Timeline AIQ 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: 10,055 shares; 2024Q4: 11,977 shares; 2025Q1: 11,736 shares; 2025Q2: 13,354 shares; 2025Q3: 15,025 shares; 2025Q4: 16,379 shares; 2026Q1: 17,066 shares 17,066 $796K 0.05% +687 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,301 shares; 2026Q1: 30,023 shares 30,023 $788K 0.05% +16,722 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 16,149 shares; 2025Q1: 14,848 shares; 2025Q2: 13,911 shares; 2025Q3: not reported; 2025Q4: 12,918 shares; 2026Q1: 12,919 shares 12,919 $781K 0.05% +1 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 9,235 shares; 2025Q1: 9,116 shares; 2025Q2: 9,110 shares; 2025Q3: 9,054 shares; 2025Q4: 8,927 shares; 2026Q1: 8,873 shares 8,873 $780K 0.05% -54 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 6,916 shares; 2025Q1: 6,823 shares; 2025Q2: 6,323 shares; 2025Q3: 13,402 shares; 2025Q4: 14,410 shares; 2026Q1: 15,067 shares 15,067 $774K 0.05% +657 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 11,098 shares; 2025Q1: 10,460 shares; 2025Q2: 10,603 shares; 2025Q3: 11,429 shares; 2025Q4: 10,820 shares; 2026Q1: 10,813 shares 10,813 $770K 0.05% -7 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: 9,943 shares; 2024Q4: 10,560 shares; 2025Q1: 10,665 shares; 2025Q2: 10,209 shares; 2025Q3: 10,141 shares; 2025Q4: 10,050 shares; 2026Q1: 9,363 shares 9,363 $768K 0.05% -687 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: 4,325 shares; 2025Q2: 6,545 shares; 2025Q3: 10,145 shares; 2025Q4: 13,015 shares; 2026Q1: 13,736 shares 13,736 $759K 0.05% +721 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: 2,615 shares; 2024Q4: 2,615 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,615 shares; 2025Q4: 2,615 shares; 2026Q1: 2,615 shares 2,615 $752K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,318 shares; 2025Q4: 5,023 shares; 2026Q1: 5,026 shares 5,026 $734K 0.05% +3 Timeline BOTZ 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: 13,995 shares; 2024Q4: 15,215 shares; 2025Q1: 15,370 shares; 2025Q2: 19,358 shares; 2025Q3: 22,613 shares; 2025Q4: 22,026 shares; 2026Q1: 22,064 shares 22,064 $733K 0.05% +38 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,478 shares; 2025Q1: 18,279 shares; 2025Q2: 19,169 shares; 2025Q3: 18,977 shares; 2025Q4: 18,948 shares; 2026Q1: 18,987 shares 18,987 $733K 0.05% +39 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: 13,749 shares; 2024Q4: 13,431 shares; 2025Q1: 12,130 shares; 2025Q2: 12,130 shares; 2025Q3: 12,287 shares; 2025Q4: 13,149 shares; 2026Q1: 13,072 shares 13,072 $727K 0.05% -77 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 14,580 shares; 2025Q4: 14,580 shares; 2026Q1: 14,580 shares 14,580 $724K 0.05% 0 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: 8,001 shares; 2024Q4: 10,403 shares; 2025Q1: 15,905 shares; 2025Q2: 18,182 shares; 2025Q3: not reported; 2025Q4: 24,296 shares; 2026Q1: 26,650 shares 26,650 $724K 0.05% +2,354 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,461 shares; 2025Q1: 1,372 shares; 2025Q2: 1,451 shares; 2025Q3: 1,513 shares; 2025Q4: 1,601 shares; 2026Q1: 2,052 shares 2,052 $722K 0.05% +451 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: 9,089 shares; 2024Q4: 8,508 shares; 2025Q1: 8,744 shares; 2025Q2: 9,914 shares; 2025Q3: 9,952 shares; 2025Q4: 9,360 shares; 2026Q1: 11,748 shares 11,748 $719K 0.05% +2,388 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,959 shares; 2025Q2: 2,801 shares; 2025Q3: not reported; 2025Q4: 3,711 shares; 2026Q1: 3,696 shares 3,696 $713K 0.05% -15 Timeline SIZE 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: 4,171 shares; 2024Q4: 4,582 shares; 2025Q1: 4,091 shares; 2025Q2: 4,581 shares; 2025Q3: 4,091 shares; 2025Q4: 4,581 shares; 2026Q1: 4,369 shares 4,369 $704K 0.05% -212 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: 7,114 shares; 2024Q4: 8,103 shares; 2025Q1: 7,871 shares; 2025Q2: 7,926 shares; 2025Q3: 9,801 shares; 2025Q4: 8,464 shares; 2026Q1: 9,269 shares 9,269 $699K 0.05% +805 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 7,931 shares; 2025Q1: 7,803 shares; 2025Q2: 8,170 shares; 2025Q3: 7,940 shares; 2025Q4: 10,328 shares; 2026Q1: 11,050 shares 11,050 $692K 0.05% +722 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,995 shares; 2024Q4: 23,514 shares; 2025Q1: 121,758 shares; 2025Q2: 167,415 shares; 2025Q3: 275,578 shares; 2025Q4: 287,094 shares; 2026Q1: 12,656 shares 12,656 $691K 0.05% -274,438 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: 5,239 shares; 2024Q4: 5,905 shares; 2025Q1: 6,903 shares; 2025Q2: 7,230 shares; 2025Q3: 12,371 shares; 2025Q4: 13,970 shares; 2026Q1: 14,200 shares 14,200 $690K 0.05% +230 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,781 shares; 2024Q4: 32,030 shares; 2025Q1: 31,567 shares; 2025Q2: 31,655 shares; 2025Q3: 32,241 shares; 2025Q4: 30,904 shares; 2026Q1: 30,079 shares 30,079 $689K 0.05% -825 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,455 shares; 2025Q4: 13,600 shares; 2026Q1: 13,517 shares 13,517 $687K 0.05% -83 Timeline METROPOLITAN WASH 6.5 41 METROPOLITAN WASH 6.5 41 More: the full row for METROPOLITAN WASH 6.5 41 Quarterly shares; oldest to 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: 675,000 shares 675,000 $685K 0.05% new 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: 1,690 shares; 2024Q4: 1,853 shares; 2025Q1: 1,870 shares; 2025Q2: 2,076 shares; 2025Q3: 2,060 shares; 2025Q4: 2,112 shares; 2026Q1: 2,252 shares 2,252 $681K 0.05% +140 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,329 shares; 2024Q4: 19,444 shares; 2025Q1: 19,244 shares; 2025Q2: 19,012 shares; 2025Q3: 18,985 shares; 2025Q4: 18,757 shares; 2026Q1: 18,558 shares 18,558 $671K 0.05% -199 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 16,804 shares; 2025Q1: 16,727 shares; 2025Q2: 16,634 shares; 2025Q3: 14,369 shares; 2025Q4: 13,080 shares; 2026Q1: 13,154 shares 13,154 $666K 0.05% +74 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,240 shares; 2025Q3: 1,248 shares; 2025Q4: 1,177 shares; 2026Q1: 1,321 shares 1,321 $660K 0.05% +144 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: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,914 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 3,165 shares; 2026Q1: 3,283 shares 3,283 $649K 0.04% +118 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: 1,725 shares; 2024Q4: 1,628 shares; 2025Q1: 1,410 shares; 2025Q2: 1,330 shares; 2025Q3: 1,676 shares; 2025Q4: 565 shares; 2026Q1: 739 shares 739 $648K 0.04% +174 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: 2,117 shares; 2024Q4: 2,117 shares; 2025Q1: 2,120 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,125 shares; 2026Q1: 2,212 shares 2,212 $645K 0.04% +87 Timeline EFAV 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: 5,467 shares; 2024Q4: 5,309 shares; 2025Q1: 5,286 shares; 2025Q2: 5,986 shares; 2025Q3: 6,486 shares; 2025Q4: 6,177 shares; 2026Q1: 6,802 shares 6,802 $622K 0.04% +625 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,172 shares; 2024Q4: 10,174 shares; 2025Q1: 10,980 shares; 2025Q2: 10,713 shares; 2025Q3: 10,520 shares; 2025Q4: 10,133 shares; 2026Q1: 9,321 shares 9,321 $616K 0.04% -812 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: 3,650 shares; 2024Q4: 4,621 shares; 2025Q1: 4,390 shares; 2025Q2: 4,374 shares; 2025Q3: 4,371 shares; 2025Q4: 4,474 shares; 2026Q1: 5,681 shares 5,681 $602K 0.04% +1,207 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,262 shares; 2025Q3: 4,632 shares; 2025Q4: 5,332 shares; 2026Q1: 5,332 shares 5,332 $599K 0.04% 0 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: 9,486 shares; 2024Q4: 7,522 shares; 2025Q1: 6,500 shares; 2025Q2: 6,551 shares; 2025Q3: 6,603 shares; 2025Q4: 7,001 shares; 2026Q1: 7,426 shares 7,426 $592K 0.04% +425 Timeline SPLV 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: 9,940 shares; 2024Q4: 9,637 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,872 shares; 2025Q4: 4,906 shares; 2026Q1: 8,068 shares 8,068 $590K 0.04% +3,162 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: 6,496 shares; 2024Q4: 6,458 shares; 2025Q1: 5,685 shares; 2025Q2: 5,704 shares; 2025Q3: 5,772 shares; 2025Q4: 6,942 shares; 2026Q1: 7,122 shares 7,122 $589K 0.04% +180 Timeline GS FIN CORP. 0 26 GS FIN CORP. 0 26 More: the full row for GS FIN CORP. 0 26 Quarterly shares; oldest to 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: 500,000 shares 500,000 $587K 0.04% new QLTA 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: 4,952 shares; 2024Q4: 7,007 shares; 2025Q1: 12,368 shares; 2025Q2: 13,465 shares; 2025Q3: 19,137 shares; 2025Q4: 13,408 shares; 2026Q1: 12,202 shares 12,202 $581K 0.04% -1,206 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 70,855 shares; 2025Q4: 129,665 shares; 2026Q1: 166,010 shares 166,010 $578K 0.04% +36,345 Timeline GRAND PARKWAY TR 5.85 47 GRAND PARKWAY TR 5.85 47 More: the full row for GRAND PARKWAY TR 5.85 47 Quarterly shares; oldest to 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: 550,000 shares 550,000 $575K 0.04% new FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 9,344 shares; 2025Q1: 9,780 shares; 2025Q2: 10,002 shares; 2025Q3: 10,317 shares; 2025Q4: 11,848 shares; 2026Q1: 12,526 shares 12,526 $571K 0.04% +678 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: 1,700 shares; 2025Q4: 1,707 shares; 2026Q1: 3,471 shares 3,471 $571K 0.04% +1,764 Timeline UITB 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: 8,272 shares; 2024Q4: 9,267 shares; 2025Q1: 9,480 shares; 2025Q2: 9,634 shares; 2025Q3: 9,925 shares; 2025Q4: 11,440 shares; 2026Q1: 12,090 shares 12,090 $568K 0.04% +650 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 12,122 shares; 2025Q1: 12,100 shares; 2025Q2: 13,081 shares; 2025Q3: 11,982 shares; 2025Q4: 13,052 shares; 2026Q1: 12,840 shares 12,840 $567K 0.04% -212 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,139 shares; 2025Q2: 1,147 shares; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,142 shares 1,142 $566K 0.04% -16 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,936 shares; 2025Q3: 10,545 shares; 2025Q4: 8,846 shares; 2026Q1: 9,500 shares 9,500 $563K 0.04% +654 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,998 shares; 2024Q4: 12,782 shares; 2025Q1: 14,764 shares; 2025Q2: 12,757 shares; 2025Q3: 12,759 shares; 2025Q4: 13,745 shares; 2026Q1: 13,489 shares 13,489 $562K 0.04% -256 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,189 shares; 2025Q1: 4,628 shares; 2025Q2: 3,080 shares; 2025Q3: 5,430 shares; 2025Q4: 5,753 shares; 2026Q1: 6,016 shares 6,016 $561K 0.04% +263 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: 3,849 shares; 2024Q4: 3,537 shares; 2025Q1: 3,537 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares; 2026Q1: 3,550 shares 3,550 $558K 0.04% +13 Timeline SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV More: the full row for SCHWAB GOVERNMENT MONEY INV Quarterly shares; oldest to 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: 557,430 shares 557,430 $557K 0.04% new SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 13,781 shares; 2025Q1: 15,182 shares; 2025Q2: 15,133 shares; 2025Q3: 16,334 shares; 2025Q4: 18,835 shares; 2026Q1: 18,935 shares 18,935 $553K 0.04% +100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,409 shares; 2025Q3: 3,563 shares; 2025Q4: 2,983 shares; 2026Q1: 7,531 shares 7,531 $545K 0.04% +4,548 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,441 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,597 shares; 2026Q1: 4,123 shares 4,123 $540K 0.04% +1,526 Timeline NEW YORK N Y CITY T 5 43 NEW YORK N Y CITY T 5 43 More: the full row for NEW YORK N Y CITY T 5 43 Quarterly shares; oldest to 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: 500,000 shares 500,000 $538K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: 3,442 shares; 2025Q3: 4,432 shares; 2025Q4: 4,382 shares; 2026Q1: 3,863 shares 3,863 $537K 0.04% -519 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,644 shares; 2025Q1: 2,747 shares; 2025Q2: 1,657 shares; 2025Q3: 1,708 shares; 2025Q4: 1,647 shares; 2026Q1: 1,840 shares 1,840 $525K 0.04% +193 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: 2,525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,623 shares 4,623 $518K 0.04% new 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: 1,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 992 shares; 2025Q4: 1,523 shares; 2026Q1: 1,494 shares 1,494 $511K 0.03% -29 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 6,094 shares; 2025Q1: 6,922 shares; 2025Q2: 7,547 shares; 2025Q3: 6,948 shares; 2025Q4: 5,902 shares; 2026Q1: 5,886 shares 5,886 $510K 0.03% -16 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,303 shares; 2025Q3: not reported; 2025Q4: 9,803 shares; 2026Q1: 11,253 shares 11,253 $507K 0.03% +1,450 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: 1,063 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,609 shares 1,609 $505K 0.03% +514 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $502K 0.03% 0 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: 1,370 shares; 2024Q4: 1,679 shares; 2025Q1: 2,166 shares; 2025Q2: 1,648 shares; 2025Q3: 1,649 shares; 2025Q4: 1,924 shares; 2026Q1: 1,624 shares 1,624 $501K 0.03% -300 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: 8,908 shares; 2024Q4: 6,892 shares; 2025Q1: 14,754 shares; 2025Q2: 23,859 shares; 2025Q3: 17,769 shares; 2025Q4: 16,047 shares; 2026Q1: 16,270 shares 16,270 $500K 0.03% +223 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 12,552 shares; 2025Q1: 10,382 shares; 2025Q2: 11,066 shares; 2025Q3: 11,047 shares; 2025Q4: 11,049 shares; 2026Q1: 11,713 shares 11,713 $499K 0.03% +664 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 248 shares; 2025Q4: 358 shares; 2026Q1: 377 shares 377 $498K 0.03% +19 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: not reported; 2024Q4: not reported; 2025Q1: 1,466 shares; 2025Q2: 1,457 shares; 2025Q3: 1,505 shares; 2025Q4: 1,527 shares; 2026Q1: 2,392 shares 2,392 $498K 0.03% +865 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 6,229 shares; 2025Q1: 6,209 shares; 2025Q2: 6,209 shares; 2025Q3: 6,079 shares; 2025Q4: 8,170 shares; 2026Q1: 7,632 shares 7,632 $497K 0.03% -538 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $486K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,171 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,168 shares; 2025Q4: 2,525 shares; 2026Q1: 4,152 shares 4,152 $481K 0.03% +1,627 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: 6,776 shares; 2024Q4: 6,798 shares; 2025Q1: 6,643 shares; 2025Q2: 8,665 shares; 2025Q3: 8,434 shares; 2025Q4: 8,463 shares; 2026Q1: 10,459 shares 10,459 $481K 0.03% +1,996 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 8,297 shares; 2025Q1: 12,220 shares; 2025Q2: 14,125 shares; 2025Q3: 16,441 shares; 2025Q4: 16,814 shares; 2026Q1: 18,086 shares 18,086 $478K 0.03% +1,272 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: 4,050 shares; 2024Q4: 3,666 shares; 2025Q1: 3,845 shares; 2025Q2: 3,740 shares; 2025Q3: 3,807 shares; 2025Q4: 3,623 shares; 2026Q1: 4,141 shares 4,141 $476K 0.03% +518 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,474 shares; 2025Q1: 10,243 shares; 2025Q2: 10,134 shares; 2025Q3: 10,154 shares; 2025Q4: 10,175 shares; 2026Q1: 7,270 shares 7,270 $472K 0.03% -2,905 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,359 shares 14,359 $472K 0.03% new 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: 4,608 shares; 2024Q4: 11,842 shares; 2025Q1: 8,552 shares; 2025Q2: 5,537 shares; 2025Q3: 5,862 shares; 2025Q4: 8,680 shares; 2026Q1: 2,911 shares 2,911 $471K 0.03% -5,769 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: 2,770 shares; 2024Q4: 2,795 shares; 2025Q1: 2,391 shares; 2025Q2: 2,389 shares; 2025Q3: 2,221 shares; 2025Q4: 2,261 shares; 2026Q1: 2,654 shares 2,654 $463K 0.03% +393 Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares; 2026Q1: 3,963 shares 3,963 $461K 0.03% +5 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,964 shares; 2025Q1: 1,834 shares; 2025Q2: 1,838 shares; 2025Q3: 1,809 shares; 2025Q4: 1,737 shares; 2026Q1: 1,719 shares 1,719 $457K 0.03% -18 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,992 shares; 2025Q4: 8,774 shares; 2026Q1: 10,989 shares 10,989 $457K 0.03% +2,215 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 5,053 shares; 2025Q2: 6,804 shares; 2025Q3: 7,136 shares; 2025Q4: 7,368 shares; 2026Q1: 7,530 shares 7,530 $457K 0.03% +162 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: 9,519 shares; 2024Q4: 9,382 shares; 2025Q1: 9,094 shares; 2025Q2: 9,066 shares; 2025Q3: 9,088 shares; 2025Q4: 9,077 shares; 2026Q1: 8,206 shares 8,206 $453K 0.03% -871 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,062 shares 6,062 $451K 0.03% new 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: 393 shares; 2024Q4: 783 shares; 2025Q1: 732 shares; 2025Q2: 960 shares; 2025Q3: 1,093 shares; 2025Q4: 1,023 shares; 2026Q1: 1,852 shares 1,852 $451K 0.03% +829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 2,207 shares; 2025Q4: 1,891 shares; 2026Q1: 2,205 shares 2,205 $449K 0.03% +314 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: 2,914 shares; 2024Q4: 9,187 shares; 2025Q1: 9,309 shares; 2025Q2: 9,335 shares; 2025Q3: 8,986 shares; 2025Q4: 12,614 shares; 2026Q1: 14,412 shares 14,412 $442K 0.03% +1,798 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,665 shares; 2025Q1: 1,701 shares; 2025Q2: 1,760 shares; 2025Q3: 1,883 shares; 2025Q4: 2,050 shares; 2026Q1: 2,053 shares 2,053 $441K 0.03% +3 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,091 shares; 2025Q2: 6,738 shares; 2025Q3: 8,314 shares; 2025Q4: 9,223 shares; 2026Q1: 16,297 shares 16,297 $440K 0.03% +7,074 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,690 shares; 2025Q2: 4,560 shares; 2025Q3: 4,898 shares; 2025Q4: 4,985 shares; 2026Q1: 6,034 shares 6,034 $429K 0.03% +1,049 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,016 shares; 2025Q1: 2,824 shares; 2025Q2: 2,889 shares; 2025Q3: 2,814 shares; 2025Q4: 3,315 shares; 2026Q1: 2,845 shares 2,845 $428K 0.03% -470 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 6,423 shares; 2025Q1: 6,424 shares; 2025Q2: 6,425 shares; 2025Q3: 5,943 shares; 2025Q4: 5,944 shares; 2026Q1: 5,745 shares 5,745 $425K 0.03% -199 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: 848 shares; 2024Q4: 878 shares; 2025Q1: 881 shares; 2025Q2: 893 shares; 2025Q3: 903 shares; 2025Q4: 895 shares; 2026Q1: 863 shares 863 $424K 0.03% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 4,821 shares; 2026Q1: 7,622 shares 7,622 $423K 0.03% +2,801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,541 shares 4,541 $421K 0.03% new Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 6,678 shares; 2025Q1: 5,384 shares; 2025Q2: 5,194 shares; 2025Q3: 4,754 shares; 2025Q4: 4,948 shares; 2026Q1: 4,848 shares 4,848 $421K 0.03% -100 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,950 shares; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 2,700 shares; 2025Q4: 2,875 shares; 2026Q1: 2,890 shares 2,890 $420K 0.03% +15 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 6,200 shares; 2025Q3: not reported; 2025Q4: 6,209 shares; 2026Q1: 6,625 shares 6,625 $415K 0.03% +416 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,408 shares; 2025Q2: 32,558 shares; 2025Q3: 30,508 shares; 2025Q4: 29,765 shares; 2026Q1: 29,440 shares 29,440 $413K 0.03% -325 Timeline PCRHY PANASONIC HLDGS CORP ADR(JPN) More: the full row for PANASONIC HLDGS CORP ADR(JPN) Quarterly shares; oldest to 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: 20,035 shares 20,035 $411K 0.03% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 10,884 shares; 2025Q2: 10,860 shares; 2025Q3: 11,047 shares; 2025Q4: 12,385 shares; 2026Q1: 12,757 shares 12,757 $411K 0.03% +372 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,063 shares; 2025Q1: 9,001 shares; 2025Q2: 9,004 shares; 2025Q3: 9,007 shares; 2025Q4: 8,219 shares; 2026Q1: 8,221 shares 8,221 $410K 0.03% +2 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS 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: not reported; 2025Q4: 12,673 shares; 2026Q1: 13,852 shares 13,852 $408K 0.03% +1,179 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: 4,964 shares; 2024Q4: 4,921 shares; 2025Q1: 4,011 shares; 2025Q2: 3,700 shares; 2025Q3: 3,688 shares; 2025Q4: 3,691 shares; 2026Q1: 3,693 shares 3,693 $408K 0.03% +2 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,850 shares; 2025Q4: 28,150 shares; 2026Q1: 28,150 shares 28,150 $406K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 16,234 shares; 2025Q1: 16,210 shares; 2025Q2: 16,232 shares; 2025Q3: 16,232 shares; 2025Q4: 16,349 shares; 2026Q1: 16,348 shares 16,348 $405K 0.03% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,680 shares; 2025Q1: 2,609 shares; 2025Q2: 2,605 shares; 2025Q3: 2,483 shares; 2025Q4: 2,358 shares; 2026Q1: 2,357 shares 2,357 $398K 0.03% -1 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,830 shares; 2025Q1: 3,000 shares; 2025Q2: 2,777 shares; 2025Q3: 2,906 shares; 2025Q4: 3,813 shares; 2026Q1: 4,104 shares 4,104 $397K 0.03% +291 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 8,913 shares; 2025Q1: 7,290 shares; 2025Q2: 6,224 shares; 2025Q3: 7,320 shares; 2025Q4: 7,340 shares; 2026Q1: 8,575 shares 8,575 $396K 0.03% +1,235 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,993 shares; 2026Q1: 6,137 shares 6,137 $394K 0.03% +1,144 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: 2,372 shares; 2024Q4: 3,159 shares; 2025Q1: 2,923 shares; 2025Q2: 2,850 shares; 2025Q3: 2,869 shares; 2025Q4: 2,925 shares; 2026Q1: 2,949 shares 2,949 $389K 0.03% +24 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,673 shares; 2025Q1: 14,912 shares; 2025Q2: not reported; 2025Q3: 13,443 shares; 2025Q4: 45,293 shares; 2026Q1: 14,246 shares 14,246 $387K 0.03% -31,047 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 5,184 shares; 2026Q1: 5,583 shares 5,583 $387K 0.03% +399 Timeline MGC 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: 1,459 shares; 2024Q4: 1,524 shares; 2025Q1: 1,475 shares; 2025Q2: 1,620 shares; 2025Q3: 1,666 shares; 2025Q4: 1,627 shares; 2026Q1: 1,637 shares 1,637 $387K 0.03% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,838 shares; 2025Q4: 11,501 shares; 2026Q1: 13,308 shares 13,308 $386K 0.03% +1,807 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,740 shares 3,740 $382K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,271 shares; 2025Q1: 6,968 shares; 2025Q2: 7,003 shares; 2025Q3: 7,653 shares; 2025Q4: 7,659 shares; 2026Q1: 7,191 shares 7,191 $379K 0.03% -468 Timeline FXI 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: 5,080 shares; 2025Q4: 6,130 shares; 2026Q1: 10,213 shares 10,213 $376K 0.03% +4,083 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,180 shares; 2026Q1: 7,580 shares 7,580 $374K 0.03% +1,400 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 3,548 shares; 2025Q3: 4,798 shares; 2025Q4: 4,894 shares; 2026Q1: 4,813 shares 4,813 $373K 0.03% -81 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 11,871 shares; 2025Q1: 11,712 shares; 2025Q2: 12,075 shares; 2025Q3: not reported; 2025Q4: 15,312 shares; 2026Q1: 20,934 shares 20,934 $372K 0.03% +5,622 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: 1,104 shares; 2024Q4: 1,107 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,344 shares; 2025Q4: 1,123 shares; 2026Q1: 1,278 shares 1,278 $372K 0.03% +155 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: 5,102 shares; 2024Q4: 5,360 shares; 2025Q1: 5,201 shares; 2025Q2: 5,173 shares; 2025Q3: 5,188 shares; 2025Q4: 5,251 shares; 2026Q1: 6,344 shares 6,344 $366K 0.03% +1,093 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to 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: 7,200 shares 7,200 $366K 0.03% new Timeline FVC 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: 13,754 shares; 2024Q4: 12,575 shares; 2025Q1: 11,393 shares; 2025Q2: 11,393 shares; 2025Q3: not reported; 2025Q4: 11,292 shares; 2026Q1: 10,280 shares 10,280 $358K 0.02% -1,012 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,583 shares; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares 1,516 $357K 0.02% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 7,276 shares; 2025Q1: 7,060 shares; 2025Q2: 5,709 shares; 2025Q3: 5,268 shares; 2025Q4: 5,619 shares; 2026Q1: 7,201 shares 7,201 $356K 0.02% +1,582 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,186 shares; 2024Q4: 5,636 shares; 2025Q1: 5,442 shares; 2025Q2: 5,334 shares; 2025Q3: 7,636 shares; 2025Q4: 4,908 shares; 2026Q1: 4,908 shares 4,908 $355K 0.02% 0 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: 1,742 shares; 2024Q4: 1,962 shares; 2025Q1: 1,917 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $354K 0.02% 0 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: 2,459 shares; 2024Q4: 2,529 shares; 2025Q1: 3,240 shares; 2025Q2: 4,188 shares; 2025Q3: 3,908 shares; 2025Q4: 3,830 shares; 2026Q1: 4,067 shares 4,067 $352K 0.02% +237 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,709 shares; 2025Q1: 6,341 shares; 2025Q2: 6,662 shares; 2025Q3: 5,948 shares; 2025Q4: 3,638 shares; 2026Q1: 3,872 shares 3,872 $350K 0.02% +234 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: not reported; 2024Q4: 756 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares 736 $349K 0.02% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 8,500 shares 8,500 $349K 0.02% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: 4,791 shares; 2026Q1: 4,808 shares 4,808 $349K 0.02% +17 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,383 shares; 2025Q1: not reported; 2025Q2: 2,120 shares; 2025Q3: 2,140 shares; 2025Q4: 2,158 shares; 2026Q1: 2,018 shares 2,018 $347K 0.02% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,280 shares 2,280 $345K 0.02% +55 Timeline KRE 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: 4,161 shares; 2024Q4: 4,989 shares; 2025Q1: 4,969 shares; 2025Q2: 4,141 shares; 2025Q3: 4,141 shares; 2025Q4: 4,969 shares; 2026Q1: 5,092 shares 5,092 $343K 0.02% +123 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: 2,120 shares; 2024Q4: 2,129 shares; 2025Q1: 1,933 shares; 2025Q2: 1,422 shares; 2025Q3: 1,458 shares; 2025Q4: 1,553 shares; 2026Q1: 1,568 shares 1,568 $341K 0.02% +15 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,358 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,320 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares 2,842 $340K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $339K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,915 shares; 2025Q1: 7,117 shares; 2025Q2: 6,791 shares; 2025Q3: 6,069 shares; 2025Q4: 6,044 shares; 2026Q1: 7,052 shares 7,052 $339K 0.02% +1,008 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,106 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 35,299 shares; 2026Q1: 59,552 shares 59,552 $336K 0.02% +24,253 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,243 shares 5,243 $335K 0.02% new Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,430 shares; 2024Q4: 53,430 shares; 2025Q1: 53,930 shares; 2025Q2: 53,930 shares; 2025Q3: 53,930 shares; 2025Q4: 57,941 shares; 2026Q1: 62,463 shares 62,463 $335K 0.02% +4,522 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,058 shares; 2026Q1: 13,253 shares 13,253 $333K 0.02% +2,195 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 4,372 shares; 2025Q4: 4,822 shares; 2026Q1: 4,057 shares 4,057 $332K 0.02% -765 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: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,336 shares; 2025Q2: 1,270 shares; 2025Q3: 1,170 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares 1,187 $332K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,548 shares; 2026Q1: 1,592 shares 1,592 $331K 0.02% +44 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: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: not reported; 2025Q4: 301 shares; 2026Q1: 344 shares 344 $331K 0.02% +43 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: not reported; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,805 shares; 2025Q4: 2,260 shares; 2026Q1: 2,724 shares 2,724 $327K 0.02% +464 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,035 shares; 2025Q4: 6,760 shares; 2026Q1: 6,760 shares 6,760 $326K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,625 shares; 2025Q3: 3,655 shares; 2025Q4: 3,705 shares; 2026Q1: 3,615 shares 3,615 $326K 0.02% -90 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,636 shares; 2025Q1: 2,640 shares; 2025Q2: 3,444 shares; 2025Q3: 2,647 shares; 2025Q4: 3,451 shares; 2026Q1: 3,565 shares 3,565 $319K 0.02% +114 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,949 shares; 2025Q4: 12,654 shares; 2026Q1: 13,330 shares 13,330 $319K 0.02% +676 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: not reported; 2026Q1: 14,257 shares 14,257 $319K 0.02% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 3,392 shares; 2025Q4: 3,492 shares; 2026Q1: 3,412 shares 3,412 $318K 0.02% -80 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: 5,020 shares; 2024Q4: 5,064 shares; 2025Q1: 5,697 shares; 2025Q2: 4,427 shares; 2025Q3: 3,500 shares; 2025Q4: 4,137 shares; 2026Q1: 3,161 shares 3,161 $318K 0.02% -976 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,626 shares; 2025Q1: 3,570 shares; 2025Q2: 3,640 shares; 2025Q3: 3,584 shares; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares 3,601 $312K 0.02% 0 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: 3,352 shares; 2024Q4: 3,275 shares; 2025Q1: 3,024 shares; 2025Q2: 3,030 shares; 2025Q3: 3,037 shares; 2025Q4: 2,782 shares; 2026Q1: 3,513 shares 3,513 $312K 0.02% +731 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 472 shares; 2026Q1: 573 shares 573 $308K 0.02% +101 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,832 shares 5,832 $306K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,175 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,119 shares 1,119 $305K 0.02% +10 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: 6,976 shares; 2024Q4: 6,986 shares; 2025Q1: 6,298 shares; 2025Q2: 6,284 shares; 2025Q3: 6,160 shares; 2025Q4: 6,216 shares; 2026Q1: 6,465 shares 6,465 $303K 0.02% +249 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,553 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares; 2026Q1: 3,323 shares 3,323 $303K 0.02% 0 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: 6,800 shares; 2024Q4: 6,700 shares; 2025Q1: 6,600 shares; 2025Q2: 6,400 shares; 2025Q3: 6,300 shares; 2025Q4: 6,000 shares; 2026Q1: 5,850 shares 5,850 $300K 0.02% -150 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares 1,212 $299K 0.02% new 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: 11,391 shares; 2024Q4: 8,698 shares; 2025Q1: 8,353 shares; 2025Q2: 7,989 shares; 2025Q3: 7,361 shares; 2025Q4: 6,943 shares; 2026Q1: 6,363 shares 6,363 $299K 0.02% -580 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,560 shares; 2025Q3: 7,255 shares; 2025Q4: 10,731 shares; 2026Q1: 7,570 shares 7,570 $298K 0.02% -3,161 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,356 shares; 2025Q1: 2,358 shares; 2025Q2: 2,360 shares; 2025Q3: 2,361 shares; 2025Q4: 2,363 shares; 2026Q1: 2,364 shares 2,364 $296K 0.02% +1 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,187 shares 2,187 $296K 0.02% +19 Timeline MLPA 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: 5,048 shares; 2024Q4: 4,955 shares; 2025Q1: 4,278 shares; 2025Q2: 4,937 shares; 2025Q3: 5,237 shares; 2025Q4: 5,298 shares; 2026Q1: 5,418 shares 5,418 $292K 0.02% +120 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,957 shares; 2025Q1: 1,210 shares; 2025Q2: 1,160 shares; 2025Q3: 1,110 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $292K 0.02% 0 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: 1,708 shares; 2024Q4: 1,679 shares; 2025Q1: 1,597 shares; 2025Q2: 1,583 shares; 2025Q3: 1,608 shares; 2025Q4: 3,317 shares; 2026Q1: 2,657 shares 2,657 $290K 0.02% -660 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: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,038 shares; 2025Q2: 989 shares; 2025Q3: 948 shares; 2025Q4: 903 shares; 2026Q1: 893 shares 893 $287K 0.02% -10 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,554 shares 3,554 $286K 0.02% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,408 shares 1,408 $285K 0.02% new 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: 2,134 shares; 2024Q4: 2,135 shares; 2025Q1: 1,967 shares; 2025Q2: 1,968 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares; 2026Q1: 1,352 shares 1,352 $280K 0.02% -566 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,200 shares; 2025Q2: 2,051 shares; 2025Q3: 2,001 shares; 2025Q4: 2,367 shares; 2026Q1: 2,321 shares 2,321 $280K 0.02% -46 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: 674 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 656 shares 656 $280K 0.02% -21 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,521 shares 3,521 $280K 0.02% new 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 163 shares; 2025Q2: 2,475 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 3,017 shares 3,017 $278K 0.02% +562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $276K 0.02% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,353 shares; 2025Q4: 5,603 shares; 2026Q1: 5,686 shares 5,686 $275K 0.02% +83 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 10,250 shares 10,250 $275K 0.02% +2,750 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 3,173 shares; 2025Q1: 3,181 shares; 2025Q2: 2,679 shares; 2025Q3: 3,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares 2,679 $274K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 978 shares; 2025Q4: 947 shares; 2026Q1: 858 shares 858 $273K 0.02% -89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,350 shares; 2026Q1: 10,007 shares 10,007 $272K 0.02% +657 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,114 shares; 2026Q1: 9,502 shares 9,502 $272K 0.02% +1,388 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $270K 0.02% 0 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,904 shares; 2024Q4: 18,331 shares; 2025Q1: 17,511 shares; 2025Q2: 17,389 shares; 2025Q3: not reported; 2025Q4: 16,091 shares; 2026Q1: 16,438 shares 16,438 $266K 0.02% +347 Timeline TLH 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: 2,638 shares 2,638 $266K 0.02% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,745 shares; 2025Q4: 18,270 shares; 2026Q1: 26,450 shares 26,450 $265K 0.02% +8,180 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,786 shares; 2025Q4: 4,469 shares; 2026Q1: 4,794 shares 4,794 $264K 0.02% +325 Timeline NEW YORK N Y CIT 5.25 52 NEW YORK N Y CIT 5.25 52 More: the full row for NEW YORK N Y CIT 5.25 52 Quarterly shares; oldest to 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: 250,000 shares 250,000 $263K 0.02% new GRAND RAPIDS MICH 5 49 GRAND RAPIDS MICH 5 49 More: the full row for GRAND RAPIDS MICH 5 49 Quarterly shares; oldest to 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: 250,000 shares 250,000 $261K 0.02% new PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,153 shares; 2025Q3: not reported; 2025Q4: 11,653 shares; 2026Q1: 11,653 shares 11,653 $260K 0.02% 0 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: 1,446 shares; 2024Q4: 1,273 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,277 shares; 2025Q4: 807 shares; 2026Q1: 795 shares 795 $260K 0.02% -12 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: 21,719 shares; 2024Q4: 17,425 shares; 2025Q1: 16,416 shares; 2025Q2: 13,272 shares; 2025Q3: 12,117 shares; 2025Q4: 10,410 shares; 2026Q1: 9,945 shares 9,945 $259K 0.02% -465 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,944 shares; 2025Q4: 8,613 shares; 2026Q1: 4,272 shares 4,272 $258K 0.02% -4,341 Timeline BROWARD CNTY FLA SC 5 41 BROWARD CNTY FLA SC 5 41 More: the full row for BROWARD CNTY FLA SC 5 41 Quarterly shares; oldest to 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: 250,000 shares 250,000 $258K 0.02% new SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,804 shares; 2025Q1: 2,763 shares; 2025Q2: 2,698 shares; 2025Q3: not reported; 2025Q4: 2,040 shares; 2026Q1: 2,719 shares 2,719 $256K 0.02% +679 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares 2,498 $255K 0.02% 0 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: 1,947 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 1,652 shares; 2025Q3: 2,766 shares; 2025Q4: 2,057 shares; 2026Q1: 1,125 shares 1,125 $254K 0.02% -932 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,364 shares; 2025Q1: 16,296 shares; 2025Q2: 16,385 shares; 2025Q3: 16,556 shares; 2025Q4: 15,858 shares; 2026Q1: 17,082 shares 17,082 $252K 0.02% +1,224 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,356 shares; 2024Q4: 13,061 shares; 2025Q1: 14,066 shares; 2025Q2: 13,640 shares; 2025Q3: not reported; 2025Q4: 13,486 shares; 2026Q1: 13,388 shares 13,388 $252K 0.02% -98 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,734 shares; 2025Q2: 6,734 shares; 2025Q3: 6,884 shares; 2025Q4: 6,884 shares; 2026Q1: 6,884 shares 6,884 $250K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares; 2025Q4: 1,023 shares; 2026Q1: 1,024 shares 1,024 $248K 0.02% +1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,663 shares; 2025Q1: 4,712 shares; 2025Q2: 4,763 shares; 2025Q3: 4,814 shares; 2025Q4: 4,861 shares; 2026Q1: 4,904 shares 4,904 $247K 0.02% +43 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,394 shares 7,394 $245K 0.02% new Timeline SPHY 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: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,925 shares; 2025Q3: 10,475 shares; 2025Q4: 10,475 shares; 2026Q1: 10,475 shares 10,475 $244K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,457 shares; 2025Q1: 3,367 shares; 2025Q2: 3,613 shares; 2025Q3: 3,683 shares; 2025Q4: 3,732 shares; 2026Q1: 3,739 shares 3,739 $244K 0.02% +7 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: 1,237 shares 1,237 $244K 0.02% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to 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: 2,400 shares 2,400 $244K 0.02% new 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: 2,401 shares; 2024Q4: 2,350 shares; 2025Q1: 2,121 shares; 2025Q2: 3,413 shares; 2025Q3: 2,528 shares; 2025Q4: 2,419 shares; 2026Q1: 2,666 shares 2,666 $242K 0.02% +247 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: 6,278 shares; 2024Q4: 6,279 shares; 2025Q1: 5,781 shares; 2025Q2: not reported; 2025Q3: 5,460 shares; 2025Q4: not reported; 2026Q1: 6,336 shares 6,336 $242K 0.02% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares; 2026Q1: 5,249 shares 5,249 $240K 0.02% +508 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,646 shares 6,646 $240K 0.02% new Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,725 shares; 2025Q2: 30,325 shares; 2025Q3: 31,275 shares; 2025Q4: 29,088 shares; 2026Q1: 28,788 shares 28,788 $239K 0.02% -300 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: 16,176 shares; 2024Q4: 21,372 shares; 2025Q1: 20,935 shares; 2025Q2: 21,224 shares; 2025Q3: 21,225 shares; 2025Q4: 21,431 shares; 2026Q1: 5,764 shares 5,764 $237K 0.02% -15,667 Timeline NEW PERSPECTIVE FD INC SHS … NEW PERSPECTIVE FD INC SHS CL More: the full row for NEW PERSPECTIVE FD INC SHS CL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,289 shares 3,289 $236K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $236K 0.02% new Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,615 shares; 2025Q2: 8,817 shares; 2025Q3: 12,396 shares; 2025Q4: 13,475 shares; 2026Q1: 13,552 shares 13,552 $235K 0.02% +77 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,911 shares 2,911 $233K 0.02% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,603 shares; 2025Q1: 2,573 shares; 2025Q2: 2,735 shares; 2025Q3: 3,033 shares; 2025Q4: 3,214 shares; 2026Q1: 3,221 shares 3,221 $229K 0.02% +7 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,777 shares 6,777 $229K 0.02% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,359 shares; 2026Q1: 20,359 shares 20,359 $229K 0.02% +10,000 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares 2,034 $228K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares 1,045 $225K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516 shares 516 $224K 0.02% new Timeline CDL 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: 8,980 shares; 2024Q4: 8,148 shares; 2025Q1: 3,529 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,002 shares 3,002 $224K 0.02% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,550 shares; 2025Q1: 12,150 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares 11,450 $224K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,425 shares 2,425 $223K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares 1,044 $223K 0.02% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares 3,242 $223K 0.02% 0 Timeline PFFD 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: 11,675 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,850 shares; 2025Q4: 12,036 shares; 2026Q1: 12,042 shares 12,042 $222K 0.02% +6 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,071 shares; 2025Q4: 5,143 shares; 2026Q1: 4,929 shares 4,929 $221K 0.02% -214 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,212 shares; 2025Q3: 9,263 shares; 2025Q4: 9,252 shares; 2026Q1: 9,268 shares 9,268 $219K 0.01% +16 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,530 shares; 2025Q1: 1,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares; 2026Q1: 773 shares 773 $219K 0.01% -169 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $218K 0.01% new Timeline FFLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,251 shares 4,251 $218K 0.01% new 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: 3,617 shares; 2024Q4: 17,803 shares; 2025Q1: 9,569 shares; 2025Q2: 2,302 shares; 2025Q3: not reported; 2025Q4: 2,190 shares; 2026Q1: 2,194 shares 2,194 $218K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares 2,028 $217K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,736 shares; 2025Q1: 14,183 shares; 2025Q2: 15,181 shares; 2025Q3: 15,231 shares; 2025Q4: 12,635 shares; 2026Q1: 12,469 shares 12,469 $215K 0.01% -166 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,353 shares; 2025Q3: 2,227 shares; 2025Q4: 2,250 shares; 2026Q1: 2,232 shares 2,232 $214K 0.01% -18 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,640 shares; 2025Q3: 5,181 shares; 2025Q4: not reported; 2026Q1: 5,420 shares 5,420 $213K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $210K 0.01% 0 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $209K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares 873 $209K 0.01% new Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares; 2026Q1: 7,530 shares 7,530 $209K 0.01% -50 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares 944 $207K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,280 shares; 2024Q4: 21,180 shares; 2025Q1: 21,256 shares; 2025Q2: 21,242 shares; 2025Q3: not reported; 2025Q4: 20,581 shares; 2026Q1: 20,581 shares 20,581 $206K 0.01% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,449 shares 6,449 $206K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 5,965 shares; 2025Q1: 4,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,730 shares 2,730 $205K 0.01% -15 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares 1,984 $203K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,665 shares; 2026Q1: 2,819 shares 2,819 $202K 0.01% +154 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,465 shares 4,465 $202K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,035 shares; 2026Q1: 2,980 shares 2,980 $201K 0.01% -55 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: 1,889 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares 523 $200K 0.01% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,297 shares; 2025Q2: 68,447 shares; 2025Q3: 69,147 shares; 2025Q4: 56,052 shares; 2026Q1: 55,852 shares 55,852 $181K 0.01% -200 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,198 shares; 2025Q1: 12,198 shares; 2025Q2: 12,198 shares; 2025Q3: 12,198 shares; 2025Q4: 12,198 shares; 2026Q1: 12,198 shares 12,198 $180K 0.01% 0 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: 18,142 shares; 2024Q4: 16,543 shares; 2025Q1: 13,805 shares; 2025Q2: 14,039 shares; 2025Q3: 13,451 shares; 2025Q4: 17,589 shares; 2026Q1: 15,110 shares 15,110 $174K 0.01% -2,479 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,035 shares 10,035 $167K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 19,821 shares; 2025Q1: 19,071 shares; 2025Q2: 17,994 shares; 2025Q3: 17,042 shares; 2025Q4: 16,600 shares; 2026Q1: 15,444 shares 15,444 $157K 0.01% -1,156 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,400 shares; 2025Q1: 56,400 shares; 2025Q2: 63,975 shares; 2025Q3: not reported; 2025Q4: 80,475 shares; 2026Q1: 80,475 shares 80,475 $153K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 27,332 shares; 2025Q1: 27,332 shares; 2025Q2: 27,432 shares; 2025Q3: not reported; 2025Q4: 25,768 shares; 2026Q1: 21,768 shares 21,768 $151K 0.01% -4,000 Timeline METCB RAMACO RES INC More: the full row for RAMACO 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: 20,320 shares; 2025Q3: 14,382 shares; 2025Q4: 14,585 shares; 2026Q1: 14,788 shares 14,788 $151K 0.01% +203 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: 13,220 shares; 2025Q1: 10,584 shares; 2025Q2: 10,587 shares; 2025Q3: not reported; 2025Q4: 10,572 shares; 2026Q1: 10,577 shares 10,577 $127K 0.01% +5 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 13,252 shares; 2025Q1: 12,859 shares; 2025Q2: 11,559 shares; 2025Q3: 11,509 shares; 2025Q4: 11,509 shares; 2026Q1: 11,109 shares 11,109 $124K 0.01% -400 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $119K 0.01% 0 Timeline