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: 281,639 shares; 2024Q4: 286,540 shares; 2025Q1: 317,451 shares; 2025Q2: 319,812 shares; 2025Q3: 337,170 shares; 2025Q4: 352,900 shares; 2026Q1: 358,937 shares 358,937 $70.4M 4.39% +6,037 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: 482,350 shares; 2024Q4: 1,563,819,806 shares; 2025Q1: 2,057,977 shares; 2025Q2: 2,076,826 shares; 2025Q3: 0 shares; 2025Q4: 2,106,262 shares; 2026Q1: 2,129,978 shares 2,129,978 $62M 3.87% +23,716 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,641 shares; 2024Q4: 161,577 shares; 2025Q1: 165,133 shares; 2025Q2: 165,911 shares; 2025Q3: 165,132 shares; 2025Q4: 165,103 shares; 2026Q1: 166,814 shares 166,814 $42.3M 2.64% +1,711 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: 505,227 shares; 2024Q4: 518,874 shares; 2025Q1: 533,279 shares; 2025Q2: 545,512 shares; 2025Q3: 550,827 shares; 2025Q4: 568,144 shares; 2026Q1: 564,494 shares 564,494 $38.5M 2.4% -3,650 Timeline WCMI 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: 18,011 shares; 2025Q1: 24,858 shares; 2025Q2: 30,384 shares; 2025Q3: 0 shares; 2025Q4: 1,569,342 shares; 2026Q1: 1,888,575 shares 1,888,575 $31.7M 1.97% +319,233 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 18,955 shares; 2025Q1: 127,212 shares; 2025Q2: 56,247 shares; 2025Q3: 383,909 shares; 2025Q4: 521,124 shares; 2026Q1: 588,317 shares 588,317 $26.8M 1.67% +67,193 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: 115,257 shares; 2024Q4: 115,320 shares; 2025Q1: 120,570 shares; 2025Q2: 135,010 shares; 2025Q3: 137,662 shares; 2025Q4: 138,530 shares; 2026Q1: 142,107 shares 142,107 $24.8M 1.55% +3,577 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,718 shares; 2024Q4: 222,503 shares; 2025Q1: 310,327 shares; 2025Q2: 353,793 shares; 2025Q3: 516,190 shares; 2025Q4: 585,940 shares; 2026Q1: 612,081 shares 612,081 $24.4M 1.52% +26,141 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: 69,352 shares; 2024Q4: 72,841 shares; 2025Q1: 75,973 shares; 2025Q2: 78,906 shares; 2025Q3: 82,667 shares; 2025Q4: 87,749 shares; 2026Q1: 91,720 shares 91,720 $24M 1.5% +3,971 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,561 shares; 2024Q4: 644,951 shares; 2025Q1: 668,724 shares; 2025Q2: 691,444 shares; 2025Q3: 710,849 shares; 2025Q4: 743,412 shares; 2026Q1: 759,197 shares 759,197 $23.5M 1.47% +15,785 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: 28,482 shares; 2024Q4: 29,665 shares; 2025Q1: 33,419 shares; 2025Q2: 32,751 shares; 2025Q3: 31,626 shares; 2025Q4: 32,093 shares; 2026Q1: 32,972 shares 32,972 $21.4M 1.34% +879 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: 46,477 shares; 2024Q4: 45,057 shares; 2025Q1: 46,000 shares; 2025Q2: 84,230 shares; 2025Q3: 87,755 shares; 2025Q4: 84,181 shares; 2026Q1: 83,440 shares 83,440 $20.4M 1.27% -741 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: 137,475 shares; 2024Q4: 140,006 shares; 2025Q1: 143,545 shares; 2025Q2: 147,719 shares; 2025Q3: 143,741 shares; 2025Q4: 145,202 shares; 2026Q1: 141,313 shares 141,313 $20.1M 1.25% -3,889 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: 48,742 shares; 2024Q4: 48,838 shares; 2025Q1: 49,337 shares; 2025Q2: 50,270 shares; 2025Q3: 50,850 shares; 2025Q4: 50,659 shares; 2026Q1: 51,960 shares 51,960 $19.2M 1.2% +1,301 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: 30,149 shares; 2024Q4: 29,177 shares; 2025Q1: 30,704 shares; 2025Q2: 31,774 shares; 2025Q3: 31,696 shares; 2025Q4: 31,252 shares; 2026Q1: 31,498 shares 31,498 $18.2M 1.13% +246 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,240 shares; 2024Q4: 245,433 shares; 2025Q1: 246,096 shares; 2025Q2: 243,416 shares; 2025Q3: 240,537 shares; 2025Q4: 238,527 shares; 2026Q1: 236,440 shares 236,440 $17.2M 1.07% -2,087 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: 37,130 shares; 2024Q4: 38,235 shares; 2025Q1: 33,823 shares; 2025Q2: 34,906 shares; 2025Q3: 37,623 shares; 2025Q4: 38,052 shares; 2026Q1: 38,384 shares 38,384 $16.8M 1.05% +332 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: 73,288 shares; 2024Q4: 75,840 shares; 2025Q1: 75,780 shares; 2025Q2: 77,038 shares; 2025Q3: 78,759 shares; 2025Q4: 78,773 shares; 2026Q1: 79,481 shares 79,481 $16.6M 1.03% +708 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: 59,944 shares; 2024Q4: 59,189 shares; 2025Q1: 56,515 shares; 2025Q2: 56,744 shares; 2025Q3: 51,638 shares; 2025Q4: 51,326 shares; 2026Q1: 52,384 shares 52,384 $16.2M 1.01% +1,058 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: not reported; 2024Q4: 81,271 shares; 2025Q1: 101,666 shares; 2025Q2: 106,656 shares; 2025Q3: 177,280 shares; 2025Q4: 315,321 shares; 2026Q1: 431,922 shares 431,922 $14.6M 0.91% +116,601 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: 24,922 shares; 2024Q4: 24,796 shares; 2025Q1: 24,587 shares; 2025Q2: 25,013 shares; 2025Q3: 25,708 shares; 2025Q4: 25,198 shares; 2026Q1: 24,994 shares 24,994 $14.1M 0.88% -204 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: 22,736 shares; 2024Q4: 21,606 shares; 2025Q1: 21,842 shares; 2025Q2: 21,327 shares; 2025Q3: 20,922 shares; 2025Q4: 20,404 shares; 2026Q1: 20,461 shares 20,461 $13.4M 0.83% +57 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: 19,791 shares; 2024Q4: 19,585 shares; 2025Q1: 19,386 shares; 2025Q2: 19,288 shares; 2025Q3: 19,144 shares; 2025Q4: 18,702 shares; 2026Q1: 18,663 shares 18,663 $13.2M 0.82% -39 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: 244,983 shares; 2024Q4: 658,825 shares; 2025Q1: 508,509 shares; 2025Q2: 577,002 shares; 2025Q3: 522,578 shares; 2025Q4: 484,663 shares; 2026Q1: 419,786 shares 419,786 $12.9M 0.8% -64,877 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,598 shares; 2024Q4: 14,081 shares; 2025Q1: 23,361 shares; 2025Q2: 25,543 shares; 2025Q3: 111,830 shares; 2025Q4: 284,843 shares; 2026Q1: 341,890 shares 341,890 $11.6M 0.72% +57,047 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: 32,829 shares; 2024Q4: 32,922 shares; 2025Q1: 33,046 shares; 2025Q2: 33,383 shares; 2025Q3: 34,659 shares; 2025Q4: 37,187 shares; 2026Q1: 38,274 shares 38,274 $11M 0.69% +1,087 Timeline PKW 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: 59,934 shares; 2024Q4: 67,055 shares; 2025Q1: 58,168 shares; 2025Q2: 61,360 shares; 2025Q3: 68,595 shares; 2025Q4: 70,184 shares; 2026Q1: 79,528 shares 79,528 $10.4M 0.65% +9,344 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: 81,202 shares; 2024Q4: 81,422 shares; 2025Q1: 83,891 shares; 2025Q2: 85,794 shares; 2025Q3: 84,089 shares; 2025Q4: 85,953 shares; 2026Q1: 82,711 shares 82,711 $10.3M 0.64% -3,242 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: 39,285 shares; 2024Q4: 40,404 shares; 2025Q1: 41,739 shares; 2025Q2: 43,078 shares; 2025Q3: 47,896 shares; 2025Q4: 49,621 shares; 2026Q1: 52,955 shares 52,955 $10.2M 0.63% +3,334 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: 26,563 shares; 2024Q4: 26,574 shares; 2025Q1: 32,055 shares; 2025Q2: 33,651 shares; 2025Q3: 35,085 shares; 2025Q4: 36,530 shares; 2026Q1: 34,538 shares 34,538 $10.2M 0.63% -1,992 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,604 shares; 2024Q4: 133,742 shares; 2025Q1: 134,438 shares; 2025Q2: 147,429 shares; 2025Q3: 165,545 shares; 2025Q4: 154,294 shares; 2026Q1: 172,000 shares 172,000 $9.75M 0.61% +17,706 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: 38,181 shares; 2024Q4: 40,376 shares; 2025Q1: 41,751 shares; 2025Q2: 44,908 shares; 2025Q3: 45,902 shares; 2025Q4: 44,919 shares; 2026Q1: 44,975 shares 44,975 $9.67M 0.6% +56 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: 34,732 shares; 2024Q4: 34,911 shares; 2025Q1: 32,495 shares; 2025Q2: 31,152 shares; 2025Q3: 30,607 shares; 2025Q4: 29,358 shares; 2026Q1: 29,803 shares 29,803 $9.56M 0.6% +445 Timeline GENT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470,709 shares; 2025Q3: 602,898 shares; 2025Q4: 822,234 shares; 2026Q1: 904,823 shares 904,823 $9.29M 0.58% +82,589 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: 20,565 shares; 2024Q4: 18,331 shares; 2025Q1: 20,579 shares; 2025Q2: 22,504 shares; 2025Q3: 21,521 shares; 2025Q4: 21,222 shares; 2026Q1: 20,960 shares 20,960 $9.02M 0.56% -262 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: 28,996 shares; 2024Q4: 29,353 shares; 2025Q1: 29,708 shares; 2025Q2: 30,551 shares; 2025Q3: 30,602 shares; 2025Q4: 30,424 shares; 2026Q1: 30,865 shares 30,865 $8.85M 0.55% +441 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,560 shares; 2025Q4: 113,050 shares; 2026Q1: 175,834 shares 175,834 $8.8M 0.55% +62,784 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,432 shares; 2025Q3: 18,310 shares; 2025Q4: 47,912 shares; 2026Q1: 160,417 shares 160,417 $8.77M 0.55% +112,505 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: 28,040 shares; 2024Q4: 28,041 shares; 2025Q1: 28,088 shares; 2025Q2: 28,451 shares; 2025Q3: 29,139 shares; 2025Q4: 29,465 shares; 2026Q1: 29,882 shares 29,882 $8.72M 0.54% +417 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: 144,570 shares; 2024Q4: 191,146 shares; 2025Q1: 190,196 shares; 2025Q2: 213,256 shares; 2025Q3: 258,043 shares; 2025Q4: 304,416 shares; 2026Q1: 309,986 shares 309,986 $8.42M 0.52% +5,570 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239,271 shares 239,271 $8.1M 0.51% new 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: 42,896 shares; 2024Q4: 44,037 shares; 2025Q1: 43,971 shares; 2025Q2: 45,645 shares; 2025Q3: 46,890 shares; 2025Q4: 47,897 shares; 2026Q1: 47,347 shares 47,347 $8.03M 0.5% -550 Timeline FEZ 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: 50,204 shares; 2024Q4: 25,769 shares; 2025Q1: 63,365 shares; 2025Q2: 103,067 shares; 2025Q3: 117,597 shares; 2025Q4: 122,569 shares; 2026Q1: 129,379 shares 129,379 $8.03M 0.5% +6,810 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: 194,193 shares; 2024Q4: 149,442 shares; 2025Q1: 145,480 shares; 2025Q2: 140,574 shares; 2025Q3: 129,429 shares; 2025Q4: 125,862 shares; 2026Q1: 120,973 shares 120,973 $7.75M 0.48% -4,889 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,946 shares; 2024Q4: 137,131 shares; 2025Q1: 160,800 shares; 2025Q2: 181,062 shares; 2025Q3: 191,214 shares; 2025Q4: 181,046 shares; 2026Q1: 177,932 shares 177,932 $7.57M 0.47% -3,114 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: 512,298 shares; 2024Q4: 545,808 shares; 2025Q1: 602,564 shares; 2025Q2: 633,763 shares; 2025Q3: 420,564 shares; 2025Q4: 339,241 shares; 2026Q1: 254,128 shares 254,128 $7.49M 0.47% -85,113 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: 22,384 shares; 2024Q4: 21,929 shares; 2025Q1: 18,886 shares; 2025Q2: 19,537 shares; 2025Q3: 19,747 shares; 2025Q4: 19,670 shares; 2026Q1: 20,119 shares 20,119 $7.48M 0.47% +449 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,259 shares; 2024Q4: 32,805 shares; 2025Q1: 33,509 shares; 2025Q2: 33,028 shares; 2025Q3: 34,221 shares; 2025Q4: 33,989 shares; 2026Q1: 34,069 shares 34,069 $7.41M 0.46% +80 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,160 shares; 2025Q1: 26,920 shares; 2025Q2: 29,653 shares; 2025Q3: 44,096 shares; 2025Q4: 48,882 shares; 2026Q1: 50,701 shares 50,701 $7.35M 0.46% +1,819 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: 9,711 shares; 2024Q4: 9,686 shares; 2025Q1: 9,887 shares; 2025Q2: 10,679 shares; 2025Q3: 11,253 shares; 2025Q4: 11,681 shares; 2026Q1: 12,738 shares 12,738 $7.29M 0.45% +1,057 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,210 shares; 2025Q1: 27,483 shares; 2025Q2: 44,899 shares; 2025Q3: 178,027 shares; 2025Q4: 244,047 shares; 2026Q1: 276,833 shares 276,833 $7.01M 0.44% +32,786 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: 100,653 shares; 2024Q4: 110,315 shares; 2025Q1: 134,600 shares; 2025Q2: 144,694 shares; 2025Q3: 160,156 shares; 2025Q4: 169,839 shares; 2026Q1: 173,780 shares 173,780 $6.98M 0.44% +3,941 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: 6,587 shares; 2024Q4: 6,623 shares; 2025Q1: 6,771 shares; 2025Q2: 6,848 shares; 2025Q3: 6,798 shares; 2025Q4: 6,863 shares; 2026Q1: 6,898 shares 6,898 $6.87M 0.43% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,747 shares; 2025Q4: 101,741 shares; 2026Q1: 130,612 shares 130,612 $6.78M 0.42% +28,871 Timeline TCHP 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: not reported; 2025Q4: not reported; 2026Q1: 150,235 shares 150,235 $6.64M 0.41% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,888 shares; 2024Q4: 110,010 shares; 2025Q1: 122,794 shares; 2025Q2: 115,617 shares; 2025Q3: 134,939 shares; 2025Q4: 177,679 shares; 2026Q1: 197,478 shares 197,478 $6.62M 0.41% +19,799 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: 22,353 shares; 2024Q4: 22,388 shares; 2025Q1: 21,024 shares; 2025Q2: 19,935 shares; 2025Q3: 19,670 shares; 2025Q4: 18,788 shares; 2026Q1: 18,951 shares 18,951 $6.48M 0.4% +163 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: 101,406 shares; 2024Q4: 200,739 shares; 2025Q1: 194,799 shares; 2025Q2: 200,896 shares; 2025Q3: 207,096 shares; 2025Q4: 209,167 shares; 2026Q1: 239,575 shares 239,575 $5.93M 0.37% +30,408 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,405 shares; 2024Q4: 63,616 shares; 2025Q1: 60,213 shares; 2025Q2: 60,614 shares; 2025Q3: 66,081 shares; 2025Q4: 71,056 shares; 2026Q1: 73,713 shares 73,713 $5.84M 0.36% +2,657 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,384 shares; 2024Q4: 125,521 shares; 2025Q1: 154,616 shares; 2025Q2: 168,991 shares; 2025Q3: 169,623 shares; 2025Q4: 168,739 shares; 2026Q1: 171,335 shares 171,335 $5.72M 0.36% +2,596 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: 107,626 shares; 2024Q4: 100,121 shares; 2025Q1: 102,048 shares; 2025Q2: 107,036 shares; 2025Q3: 108,210 shares; 2025Q4: 104,682 shares; 2026Q1: 111,631 shares 111,631 $5.6M 0.35% +6,949 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,726 shares; 2024Q4: 26,296 shares; 2025Q1: 27,130 shares; 2025Q2: 26,363 shares; 2025Q3: 25,588 shares; 2025Q4: 26,566 shares; 2026Q1: 26,472 shares 26,472 $5.48M 0.34% -94 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: 11,341 shares; 2024Q4: 12,034 shares; 2025Q1: 13,451 shares; 2025Q2: 14,413 shares; 2025Q3: 14,824 shares; 2025Q4: 16,073 shares; 2026Q1: 18,876 shares 18,876 $5.42M 0.34% +2,803 Timeline BOND 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: 29,448 shares; 2024Q4: 30,154 shares; 2025Q1: 33,143 shares; 2025Q2: 35,965 shares; 2025Q3: 38,486 shares; 2025Q4: 46,427 shares; 2026Q1: 58,412 shares 58,412 $5.39M 0.34% +11,985 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: 75,488 shares; 2024Q4: 72,065 shares; 2025Q1: 107,521 shares; 2025Q2: 107,876 shares; 2025Q3: 112,280 shares; 2025Q4: 98,323 shares; 2026Q1: 95,016 shares 95,016 $5.38M 0.34% -3,307 Timeline DLN 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: 58,330 shares; 2024Q4: 57,669 shares; 2025Q1: 57,679 shares; 2025Q2: 57,810 shares; 2025Q3: 57,803 shares; 2025Q4: 59,533 shares; 2026Q1: 59,786 shares 59,786 $5.34M 0.33% +253 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: 74,966 shares; 2024Q4: 73,572 shares; 2025Q1: 70,054 shares; 2025Q2: 68,812 shares; 2025Q3: 68,807 shares; 2025Q4: 67,497 shares; 2026Q1: 68,679 shares 68,679 $5.33M 0.33% +1,182 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,488 shares; 2024Q4: 404,996 shares; 2025Q1: 424,446 shares; 2025Q2: 432,898 shares; 2025Q3: 445,813 shares; 2025Q4: 465,158 shares; 2026Q1: 472,817 shares 472,817 $5.28M 0.33% +7,659 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: 18,889 shares; 2024Q4: 16,773 shares; 2025Q1: 19,749 shares; 2025Q2: 16,628 shares; 2025Q3: 23,668 shares; 2025Q4: 43,866 shares; 2026Q1: 52,966 shares 52,966 $5.26M 0.33% +9,100 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS 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: 6,290 shares; 2025Q3: 39,272 shares; 2025Q4: 112,123 shares; 2026Q1: 138,522 shares 138,522 $5.14M 0.32% +26,399 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,094 shares; 2025Q1: 40,497 shares; 2025Q2: 40,126 shares; 2025Q3: 41,396 shares; 2025Q4: 40,975 shares; 2026Q1: 41,460 shares 41,460 $5.09M 0.32% +485 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: 17,666 shares; 2024Q4: 17,683 shares; 2025Q1: 16,779 shares; 2025Q2: 15,418 shares; 2025Q3: 15,168 shares; 2025Q4: 14,838 shares; 2026Q1: 15,011 shares 15,011 $5.07M 0.32% +173 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: 49,137 shares; 2024Q4: 49,285 shares; 2025Q1: 50,695 shares; 2025Q2: 52,204 shares; 2025Q3: 55,761 shares; 2025Q4: 55,193 shares; 2026Q1: 55,349 shares 55,349 $5.01M 0.31% +156 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,021 shares; 2024Q4: 24,254 shares; 2025Q1: 24,410 shares; 2025Q2: 26,449 shares; 2025Q3: 26,485 shares; 2025Q4: 25,357 shares; 2026Q1: 27,044 shares 27,044 $4.91M 0.31% +1,687 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: 36,690 shares; 2024Q4: 36,712 shares; 2025Q1: 36,710 shares; 2025Q2: 38,560 shares; 2025Q3: 38,833 shares; 2025Q4: 37,307 shares; 2026Q1: 39,205 shares 39,205 $4.91M 0.31% +1,898 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: 49,992 shares; 2024Q4: 48,358 shares; 2025Q1: 49,258 shares; 2025Q2: 49,980 shares; 2025Q3: 51,883 shares; 2025Q4: 52,168 shares; 2026Q1: 57,949 shares 57,949 $4.8M 0.3% +5,781 Timeline FTLS 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: 46,458 shares; 2024Q4: 45,493 shares; 2025Q1: 57,192 shares; 2025Q2: 56,181 shares; 2025Q3: 83,355 shares; 2025Q4: 73,257 shares; 2026Q1: 67,649 shares 67,649 $4.76M 0.3% -5,608 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,785 shares; 2025Q1: 40,785 shares; 2025Q2: 45,230 shares; 2025Q3: 179,936 shares; 2025Q4: 416,510 shares; 2026Q1: 460,948 shares 460,948 $4.72M 0.29% +44,438 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: 28,848 shares; 2024Q4: 37,201 shares; 2025Q1: 61,677 shares; 2025Q2: 64,610 shares; 2025Q3: 121,489 shares; 2025Q4: 116,310 shares; 2026Q1: 136,129 shares 136,129 $4.68M 0.29% +19,819 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: 28,329 shares; 2024Q4: 28,680 shares; 2025Q1: 30,483 shares; 2025Q2: 32,343 shares; 2025Q3: 34,458 shares; 2025Q4: 33,554 shares; 2026Q1: 32,263 shares 32,263 $4.66M 0.29% -1,291 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: 46,698 shares; 2024Q4: 46,764 shares; 2025Q1: 47,173 shares; 2025Q2: 47,281 shares; 2025Q3: 45,616 shares; 2025Q4: 45,923 shares; 2026Q1: 45,895 shares 45,895 $4.52M 0.28% -28 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,725 shares; 2024Q4: 14,665 shares; 2025Q1: 23,723 shares; 2025Q2: 23,984 shares; 2025Q3: 37,075 shares; 2025Q4: 65,628 shares; 2026Q1: 76,926 shares 76,926 $4.5M 0.28% +11,298 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: 4,276 shares; 2024Q4: 4,259 shares; 2025Q1: 4,282 shares; 2025Q2: 4,673 shares; 2025Q3: 4,785 shares; 2025Q4: 4,842 shares; 2026Q1: 4,783 shares 4,783 $4.4M 0.27% -59 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: 45,061 shares; 2024Q4: 44,915 shares; 2025Q1: 48,360 shares; 2025Q2: 48,584 shares; 2025Q3: 50,002 shares; 2025Q4: 45,791 shares; 2026Q1: 43,394 shares 43,394 $4.25M 0.26% -2,397 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: 51,081 shares; 2024Q4: 52,690 shares; 2025Q1: 51,091 shares; 2025Q2: 50,082 shares; 2025Q3: 50,557 shares; 2025Q4: 50,214 shares; 2026Q1: 56,585 shares 56,585 $4.17M 0.26% +6,371 Timeline VTWO 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: 35,668 shares; 2024Q4: 32,698 shares; 2025Q1: 35,628 shares; 2025Q2: 37,028 shares; 2025Q3: 36,923 shares; 2025Q4: 36,953 shares; 2026Q1: 40,470 shares 40,470 $4.05M 0.25% +3,517 Timeline FDVV 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: 40,710 shares; 2024Q4: 40,983 shares; 2025Q1: 41,049 shares; 2025Q2: 56,110 shares; 2025Q3: 55,533 shares; 2025Q4: 54,308 shares; 2026Q1: 71,866 shares 71,866 $3.97M 0.25% +17,558 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 11,100 shares; 2025Q1: 11,302 shares; 2025Q2: 12,314 shares; 2025Q3: 12,030 shares; 2025Q4: 11,898 shares; 2026Q1: 11,277 shares 11,277 $3.97M 0.25% -621 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: 48,691 shares; 2024Q4: 46,458 shares; 2025Q1: 44,207 shares; 2025Q2: 42,948 shares; 2025Q3: 39,346 shares; 2025Q4: 38,092 shares; 2026Q1: 36,857 shares 36,857 $3.91M 0.24% -1,235 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,025 shares; 2024Q4: 39,136 shares; 2025Q1: 39,028 shares; 2025Q2: 39,145 shares; 2025Q3: 39,998 shares; 2025Q4: 39,730 shares; 2026Q1: 39,447 shares 39,447 $3.8M 0.24% -283 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,325 shares; 2024Q4: 166,385 shares; 2025Q1: 162,243 shares; 2025Q2: 157,258 shares; 2025Q3: 143,956 shares; 2025Q4: 135,151 shares; 2026Q1: 130,111 shares 130,111 $3.78M 0.24% -5,040 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: 31,077 shares; 2024Q4: 31,372 shares; 2025Q1: 29,655 shares; 2025Q2: 31,231 shares; 2025Q3: 31,641 shares; 2025Q4: 33,285 shares; 2026Q1: 33,053 shares 33,053 $3.74M 0.23% -232 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: 122,577 shares; 2024Q4: 118,483 shares; 2025Q1: 106,669 shares; 2025Q2: 100,142 shares; 2025Q3: 91,285 shares; 2025Q4: 85,590 shares; 2026Q1: 81,795 shares 81,795 $3.73M 0.23% -3,795 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: 40,785 shares; 2024Q4: 40,069 shares; 2025Q1: 45,601 shares; 2025Q2: 51,326 shares; 2025Q3: 70,522 shares; 2025Q4: 87,003 shares; 2026Q1: 97,067 shares 97,067 $3.73M 0.23% +10,064 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,209 shares; 2024Q4: 43,065 shares; 2025Q1: 43,549 shares; 2025Q2: 45,010 shares; 2025Q3: 54,720 shares; 2025Q4: 69,079 shares; 2026Q1: 74,698 shares 74,698 $3.71M 0.23% +5,619 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 15,092 shares; 2025Q4: 36,108 shares; 2026Q1: 42,246 shares 42,246 $3.67M 0.23% +6,138 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: 27,193 shares; 2024Q4: 26,719 shares; 2025Q1: 27,329 shares; 2025Q2: 26,636 shares; 2025Q3: 26,281 shares; 2025Q4: 25,749 shares; 2026Q1: 24,679 shares 24,679 $3.58M 0.22% -1,070 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: 5,690 shares; 2025Q1: not reported; 2025Q2: 32,005 shares; 2025Q3: 32,005 shares; 2025Q4: 31,735 shares; 2026Q1: 31,635 shares 31,635 $3.55M 0.22% -100 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: 22,710 shares; 2024Q4: 23,195 shares; 2025Q1: 22,080 shares; 2025Q2: 24,229 shares; 2025Q3: 25,086 shares; 2025Q4: 23,708 shares; 2026Q1: 22,590 shares 22,590 $3.51M 0.22% -1,118 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: 17,039 shares; 2024Q4: 16,885 shares; 2025Q1: 17,473 shares; 2025Q2: 18,455 shares; 2025Q3: 18,576 shares; 2025Q4: 17,809 shares; 2026Q1: 18,046 shares 18,046 $3.5M 0.22% +237 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,931 shares; 2024Q4: 145,740 shares; 2025Q1: 148,501 shares; 2025Q2: 144,156 shares; 2025Q3: 144,790 shares; 2025Q4: 138,159 shares; 2026Q1: 137,776 shares 137,776 $3.46M 0.22% -383 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: 61,045 shares; 2024Q4: 59,754 shares; 2025Q1: 56,799 shares; 2025Q2: 58,936 shares; 2025Q3: 62,218 shares; 2025Q4: 64,616 shares; 2026Q1: 68,072 shares 68,072 $3.32M 0.21% +3,456 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,179 shares; 2024Q4: 12,029 shares; 2025Q1: 12,362 shares; 2025Q2: 13,853 shares; 2025Q3: 13,657 shares; 2025Q4: 13,545 shares; 2026Q1: 13,205 shares 13,205 $3.31M 0.21% -340 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: 29,670 shares; 2024Q4: 31,211 shares; 2025Q1: 30,429 shares; 2025Q2: 29,029 shares; 2025Q3: 27,205 shares; 2025Q4: 26,041 shares; 2026Q1: 26,598 shares 26,598 $3.31M 0.21% +557 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: 9,979 shares; 2024Q4: 10,093 shares; 2025Q1: 10,396 shares; 2025Q2: 9,644 shares; 2025Q3: 9,685 shares; 2025Q4: 9,863 shares; 2026Q1: 10,046 shares 10,046 $3.3M 0.21% +183 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: 31,950 shares; 2024Q4: 31,007 shares; 2025Q1: 38,995 shares; 2025Q2: 40,013 shares; 2025Q3: 43,846 shares; 2025Q4: 44,139 shares; 2026Q1: 43,407 shares 43,407 $3.3M 0.21% -732 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: 33,725 shares; 2024Q4: 42,303 shares; 2025Q1: 36,421 shares; 2025Q2: 37,093 shares; 2025Q3: 40,386 shares; 2025Q4: 17,467 shares; 2026Q1: 15,152 shares 15,152 $3.29M 0.21% -2,315 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: 7,799 shares; 2024Q4: 7,715 shares; 2025Q1: 8,183 shares; 2025Q2: 9,107 shares; 2025Q3: 9,961 shares; 2025Q4: 9,885 shares; 2026Q1: 9,884 shares 9,884 $3.25M 0.2% -1 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: 8,148 shares; 2024Q4: 8,061 shares; 2025Q1: 8,498 shares; 2025Q2: 9,292 shares; 2025Q3: 10,026 shares; 2025Q4: 10,144 shares; 2026Q1: 10,409 shares 10,409 $3.24M 0.2% +265 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: 17,988 shares; 2024Q4: 17,696 shares; 2025Q1: 17,130 shares; 2025Q2: 19,064 shares; 2025Q3: 19,647 shares; 2025Q4: 19,569 shares; 2026Q1: 21,176 shares 21,176 $3.14M 0.2% +1,607 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 32,968 shares; 2025Q1: 40,041 shares; 2025Q2: 33,111 shares; 2025Q3: 34,176 shares; 2025Q4: 30,864 shares; 2026Q1: 32,771 shares 32,771 $3.13M 0.2% +1,907 Timeline RSPT 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: 92,508 shares; 2024Q4: 91,904 shares; 2025Q1: 88,667 shares; 2025Q2: 87,877 shares; 2025Q3: 76,848 shares; 2025Q4: 69,635 shares; 2026Q1: 68,406 shares 68,406 $3.1M 0.19% -1,229 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: 18,799 shares; 2024Q4: 18,701 shares; 2025Q1: 17,057 shares; 2025Q2: 17,079 shares; 2025Q3: 16,070 shares; 2025Q4: 16,710 shares; 2026Q1: 15,942 shares 15,942 $3.08M 0.19% -768 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: 41,508 shares; 2024Q4: 41,059 shares; 2025Q1: 40,060 shares; 2025Q2: 38,028 shares; 2025Q3: 38,496 shares; 2025Q4: 51,569 shares; 2026Q1: 50,012 shares 50,012 $3.06M 0.19% -1,557 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: 46,246 shares; 2024Q4: 44,326 shares; 2025Q1: 43,245 shares; 2025Q2: 41,969 shares; 2025Q3: 42,510 shares; 2025Q4: 42,164 shares; 2026Q1: 45,187 shares 45,187 $3.05M 0.19% +3,023 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: 17,872 shares; 2024Q4: 19,581 shares; 2025Q1: 17,392 shares; 2025Q2: 17,975 shares; 2025Q3: 18,134 shares; 2025Q4: 17,927 shares; 2026Q1: 18,491 shares 18,491 $3.04M 0.19% +564 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: 2,759 shares; 2024Q4: 3,008 shares; 2025Q1: 3,042 shares; 2025Q2: 3,140 shares; 2025Q3: 3,283 shares; 2025Q4: 3,485 shares; 2026Q1: 3,486 shares 3,486 $3.04M 0.19% +1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 971 shares; 2025Q1: 1,003 shares; 2025Q2: 1,197 shares; 2025Q3: 1,192 shares; 2025Q4: 996 shares; 2026Q1: 891 shares 891 $3.01M 0.19% -105 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 15,197 shares; 2025Q1: 15,066 shares; 2025Q2: 14,781 shares; 2025Q3: 15,958 shares; 2025Q4: 15,876 shares; 2026Q1: 16,481 shares 16,481 $3M 0.19% +605 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: 29,382 shares; 2025Q1: not reported; 2025Q2: 34,760 shares; 2025Q3: 35,554 shares; 2025Q4: 37,001 shares; 2026Q1: 39,876 shares 39,876 $2.96M 0.18% +2,875 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: 19,274 shares; 2024Q4: 19,855 shares; 2025Q1: 20,661 shares; 2025Q2: 20,269 shares; 2025Q3: 21,400 shares; 2025Q4: 22,097 shares; 2026Q1: 22,317 shares 22,317 $2.95M 0.18% +220 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: 13,853 shares; 2024Q4: 13,836 shares; 2025Q1: 13,984 shares; 2025Q2: 13,959 shares; 2025Q3: 14,725 shares; 2025Q4: 24,064 shares; 2026Q1: 21,937 shares 21,937 $2.92M 0.18% -2,127 Timeline CLOI 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: 68,239 shares; 2025Q4: 102,783 shares; 2026Q1: 55,208 shares 55,208 $2.91M 0.18% -47,575 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: 4,756 shares; 2024Q4: 4,922 shares; 2025Q1: 5,573 shares; 2025Q2: 5,306 shares; 2025Q3: 5,462 shares; 2025Q4: 5,671 shares; 2026Q1: 5,804 shares 5,804 $2.9M 0.18% +133 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: 17,276 shares; 2024Q4: 17,571 shares; 2025Q1: 18,341 shares; 2025Q2: 21,698 shares; 2025Q3: 29,243 shares; 2025Q4: 29,744 shares; 2026Q1: 29,743 shares 29,743 $2.87M 0.18% -1 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,708 shares; 2024Q4: 72,850 shares; 2025Q1: 77,211 shares; 2025Q2: 74,080 shares; 2025Q3: 70,345 shares; 2025Q4: 61,256 shares; 2026Q1: 59,711 shares 59,711 $2.86M 0.18% -1,545 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: 11,427 shares; 2024Q4: 11,298 shares; 2025Q1: 11,992 shares; 2025Q2: 12,147 shares; 2025Q3: 13,213 shares; 2025Q4: 12,091 shares; 2026Q1: 12,278 shares 12,278 $2.82M 0.18% +187 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: 34,724 shares; 2024Q4: 34,546 shares; 2025Q1: 35,680 shares; 2025Q2: 38,085 shares; 2025Q3: 40,924 shares; 2025Q4: 36,978 shares; 2026Q1: 42,716 shares 42,716 $2.82M 0.18% +5,738 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: 88,087 shares; 2024Q4: 85,731 shares; 2025Q1: 84,132 shares; 2025Q2: 82,933 shares; 2025Q3: 89,122 shares; 2025Q4: 98,207 shares; 2026Q1: 96,680 shares 96,680 $2.8M 0.17% -1,527 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,929 shares; 2024Q4: 41,396 shares; 2025Q1: 41,380 shares; 2025Q2: 46,404 shares; 2025Q3: 45,577 shares; 2025Q4: 49,896 shares; 2026Q1: 51,653 shares 51,653 $2.7M 0.17% +1,757 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: 47,062 shares; 2024Q4: 45,081 shares; 2025Q1: 42,885 shares; 2025Q2: 40,440 shares; 2025Q3: 38,406 shares; 2025Q4: 33,833 shares; 2026Q1: 31,523 shares 31,523 $2.68M 0.17% -2,310 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: 8,346 shares; 2024Q4: 8,459 shares; 2025Q1: 8,688 shares; 2025Q2: 8,917 shares; 2025Q3: 9,182 shares; 2025Q4: 9,211 shares; 2026Q1: 8,765 shares 8,765 $2.65M 0.17% -446 Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,884 shares; 2024Q4: 342,280 shares; 2025Q1: 341,671 shares; 2025Q2: 342,036 shares; 2025Q3: 330,329 shares; 2025Q4: 326,444 shares; 2026Q1: 325,347 shares 325,347 $2.61M 0.16% -1,097 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: 5,318 shares; 2024Q4: 5,592 shares; 2025Q1: 5,732 shares; 2025Q2: 6,164 shares; 2025Q3: 5,974 shares; 2025Q4: 6,938 shares; 2026Q1: 6,016 shares 6,016 $2.57M 0.16% -922 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,690 shares; 2024Q4: 35,191 shares; 2025Q1: 33,473 shares; 2025Q2: 32,207 shares; 2025Q3: 30,870 shares; 2025Q4: 28,160 shares; 2026Q1: 26,519 shares 26,519 $2.54M 0.16% -1,641 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: 12,348 shares; 2024Q4: 12,172 shares; 2025Q1: 12,748 shares; 2025Q2: 13,545 shares; 2025Q3: 14,863 shares; 2025Q4: 13,995 shares; 2026Q1: 15,201 shares 15,201 $2.51M 0.16% +1,206 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: 12,777 shares; 2024Q4: 12,989 shares; 2025Q1: 13,048 shares; 2025Q2: 13,284 shares; 2025Q3: 17,487 shares; 2025Q4: 17,828 shares; 2026Q1: 19,070 shares 19,070 $2.5M 0.16% +1,242 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,794 shares; 2024Q4: 22,696 shares; 2025Q1: 23,010 shares; 2025Q2: 22,847 shares; 2025Q3: 22,753 shares; 2025Q4: 22,099 shares; 2026Q1: 22,436 shares 22,436 $2.47M 0.15% +337 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: 20,663 shares; 2024Q4: 21,638 shares; 2025Q1: 21,159 shares; 2025Q2: 31,538 shares; 2025Q3: 44,608 shares; 2025Q4: 38,994 shares; 2026Q1: 44,108 shares 44,108 $2.45M 0.15% +5,114 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: 8,873 shares; 2024Q4: 8,896 shares; 2025Q1: 9,279 shares; 2025Q2: 10,825 shares; 2025Q3: 10,540 shares; 2025Q4: 9,817 shares; 2026Q1: 8,997 shares 8,997 $2.43M 0.15% -820 Timeline BSV 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: 31,611 shares; 2024Q4: 31,714 shares; 2025Q1: 31,066 shares; 2025Q2: 30,685 shares; 2025Q3: 30,679 shares; 2025Q4: 29,271 shares; 2026Q1: 30,518 shares 30,518 $2.39M 0.15% +1,247 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,404 shares; 2025Q1: 2,459 shares; 2025Q2: 2,448 shares; 2025Q3: 2,456 shares; 2025Q4: 2,487 shares; 2026Q1: 2,755 shares 2,755 $2.38M 0.15% +268 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: 9,153 shares; 2024Q4: 9,066 shares; 2025Q1: 9,216 shares; 2025Q2: 9,188 shares; 2025Q3: 9,148 shares; 2025Q4: 9,295 shares; 2026Q1: 8,281 shares 8,281 $2.38M 0.15% -1,014 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 4,600 shares; 2025Q1: 4,402 shares; 2025Q2: 4,325 shares; 2025Q3: 3,936 shares; 2025Q4: 3,983 shares; 2026Q1: 3,929 shares 3,929 $2.37M 0.15% -54 Timeline SSO 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: 20,618 shares; 2024Q4: 37,629 shares; 2025Q1: 21,974 shares; 2025Q2: 21,676 shares; 2025Q3: 22,115 shares; 2025Q4: 44,558 shares; 2026Q1: 45,071 shares 45,071 $2.34M 0.15% +513 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: 24,535 shares; 2024Q4: 24,745 shares; 2025Q1: 25,139 shares; 2025Q2: 25,123 shares; 2025Q3: 25,768 shares; 2025Q4: 25,107 shares; 2026Q1: 22,508 shares 22,508 $2.31M 0.14% -2,599 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: 24,631 shares; 2024Q4: 22,846 shares; 2025Q1: 20,863 shares; 2025Q2: 21,834 shares; 2025Q3: 20,744 shares; 2025Q4: 26,527 shares; 2026Q1: 24,316 shares 24,316 $2.26M 0.14% -2,211 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,295 shares; 2025Q1: 6,411 shares; 2025Q2: 6,056 shares; 2025Q3: 6,464 shares; 2025Q4: 6,587 shares; 2026Q1: 6,628 shares 6,628 $2.24M 0.14% +41 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: 1,826 shares; 2024Q4: 2,124 shares; 2025Q1: 1,940 shares; 2025Q2: 2,290 shares; 2025Q3: 2,332 shares; 2025Q4: 20,222 shares; 2026Q1: 22,075 shares 22,075 $2.12M 0.13% +1,853 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,629 shares; 2025Q1: 3,796 shares; 2025Q2: 3,795 shares; 2025Q3: 3,810 shares; 2025Q4: 3,882 shares; 2026Q1: 3,835 shares 3,835 $2.11M 0.13% -47 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: 8,020 shares; 2024Q4: 7,992 shares; 2025Q1: 7,703 shares; 2025Q2: 7,967 shares; 2025Q3: 8,057 shares; 2025Q4: 8,116 shares; 2026Q1: 8,471 shares 8,471 $2.07M 0.13% +355 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: 12,513 shares; 2024Q4: 12,805 shares; 2025Q1: 14,196 shares; 2025Q2: 15,716 shares; 2025Q3: 18,875 shares; 2025Q4: 22,018 shares; 2026Q1: 27,460 shares 27,460 $2.06M 0.13% +5,442 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 16,824 shares; 2025Q1: 16,588 shares; 2025Q2: 16,727 shares; 2025Q3: 18,642 shares; 2025Q4: 18,702 shares; 2026Q1: 18,719 shares 18,719 $2.05M 0.13% +17 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: 23,964 shares; 2024Q4: 23,935 shares; 2025Q1: 24,573 shares; 2025Q2: 25,074 shares; 2025Q3: 26,207 shares; 2025Q4: 26,073 shares; 2026Q1: 26,695 shares 26,695 $2.04M 0.13% +622 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 3,424 shares; 2025Q1: 3,440 shares; 2025Q2: 3,907 shares; 2025Q3: 4,163 shares; 2025Q4: 4,975 shares; 2026Q1: 5,949 shares 5,949 $2.04M 0.13% +974 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: 47,234 shares; 2024Q4: 45,743 shares; 2025Q1: 40,989 shares; 2025Q2: 41,746 shares; 2025Q3: 39,847 shares; 2025Q4: 37,039 shares; 2026Q1: 37,013 shares 37,013 $2M 0.12% -26 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: 473,009 shares; 2024Q4: 502,240 shares; 2025Q1: 527,017 shares; 2025Q2: 533,103 shares; 2025Q3: 226,485 shares; 2025Q4: 118,131 shares; 2026Q1: 49,914 shares 49,914 $1.98M 0.12% -68,217 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,121 shares; 2024Q4: 8,042 shares; 2025Q1: 8,061 shares; 2025Q2: 7,970 shares; 2025Q3: 8,041 shares; 2025Q4: 8,049 shares; 2026Q1: 7,809 shares 7,809 $1.95M 0.12% -240 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: 5,423 shares; 2024Q4: 5,682 shares; 2025Q1: 5,863 shares; 2025Q2: 6,822 shares; 2025Q3: 6,831 shares; 2025Q4: 7,622 shares; 2026Q1: 8,124 shares 8,124 $1.93M 0.12% +502 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: 6,788 shares; 2024Q4: 8,801 shares; 2025Q1: 8,707 shares; 2025Q2: 8,290 shares; 2025Q3: 8,811 shares; 2025Q4: 9,058 shares; 2026Q1: 9,134 shares 9,134 $1.93M 0.12% +76 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: 30,030 shares; 2024Q4: 32,287 shares; 2025Q1: 32,245 shares; 2025Q2: 40,866 shares; 2025Q3: 39,271 shares; 2025Q4: 30,001 shares; 2026Q1: 28,096 shares 28,096 $1.91M 0.12% -1,905 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: 6,212 shares; 2024Q4: 6,132 shares; 2025Q1: 7,735 shares; 2025Q2: 8,948 shares; 2025Q3: 9,039 shares; 2025Q4: 9,185 shares; 2026Q1: 9,201 shares 9,201 $1.89M 0.12% +16 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,488 shares; 2024Q4: 161,817 shares; 2025Q1: 167,917 shares; 2025Q2: 166,513 shares; 2025Q3: 166,071 shares; 2025Q4: 209,550 shares; 2026Q1: 209,454 shares 209,454 $1.88M 0.12% -96 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,908 shares; 2024Q4: 41,773 shares; 2025Q1: 41,376 shares; 2025Q2: 62,867 shares; 2025Q3: 56,369 shares; 2025Q4: 39,110 shares; 2026Q1: 37,333 shares 37,333 $1.86M 0.12% -1,777 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,520 shares; 2024Q4: 24,520 shares; 2025Q1: 24,520 shares; 2025Q2: 24,195 shares; 2025Q3: 21,951 shares; 2025Q4: 21,951 shares; 2026Q1: 40,261 shares 40,261 $1.86M 0.12% +18,310 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 25,895 shares; 2025Q1: 42,641 shares; 2025Q2: 45,061 shares; 2025Q3: 57,817 shares; 2025Q4: 43,653 shares; 2026Q1: 51,704 shares 51,704 $1.86M 0.12% +8,051 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: 17,042 shares; 2025Q1: 16,915 shares; 2025Q2: 16,805 shares; 2025Q3: 16,725 shares; 2025Q4: 15,929 shares; 2026Q1: 15,712 shares 15,712 $1.85M 0.12% -217 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: 31,296 shares; 2024Q4: 32,335 shares; 2025Q1: 33,571 shares; 2025Q2: 34,880 shares; 2025Q3: 36,521 shares; 2025Q4: 33,747 shares; 2026Q1: 35,890 shares 35,890 $1.82M 0.11% +2,143 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,812 shares; 2024Q4: 32,427 shares; 2025Q1: 32,736 shares; 2025Q2: 37,230 shares; 2025Q3: 37,112 shares; 2025Q4: 38,042 shares; 2026Q1: 28,017 shares 28,017 $1.82M 0.11% -10,025 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: 42,343 shares; 2024Q4: 42,524 shares; 2025Q1: 41,065 shares; 2025Q2: 59,039 shares; 2025Q3: 52,210 shares; 2025Q4: 36,461 shares; 2026Q1: 35,868 shares 35,868 $1.82M 0.11% -593 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: 16,527 shares; 2024Q4: 16,049 shares; 2025Q1: 18,341 shares; 2025Q2: 13,525 shares; 2025Q3: 12,414 shares; 2025Q4: 12,073 shares; 2026Q1: 12,253 shares 12,253 $1.8M 0.11% +180 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: 23,843 shares; 2024Q4: 30,806 shares; 2025Q1: 37,943 shares; 2025Q2: 35,978 shares; 2025Q3: 34,178 shares; 2025Q4: 34,217 shares; 2026Q1: 35,339 shares 35,339 $1.78M 0.11% +1,122 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: 4,441 shares; 2024Q4: 4,359 shares; 2025Q1: 4,472 shares; 2025Q2: 4,544 shares; 2025Q3: 5,118 shares; 2025Q4: 5,321 shares; 2026Q1: 5,567 shares 5,567 $1.77M 0.11% +246 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 7,726 shares; 2025Q1: 7,610 shares; 2025Q2: 9,635 shares; 2025Q3: 10,019 shares; 2025Q4: 10,143 shares; 2026Q1: 10,880 shares 10,880 $1.74M 0.11% +737 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: 8,112 shares; 2024Q4: 7,632 shares; 2025Q1: 7,411 shares; 2025Q2: 7,411 shares; 2025Q3: 7,307 shares; 2025Q4: 7,031 shares; 2026Q1: 6,817 shares 6,817 $1.74M 0.11% -214 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: 17,009 shares; 2024Q4: 41,189 shares; 2025Q1: 50,842 shares; 2025Q2: 59,707 shares; 2025Q3: 62,300 shares; 2025Q4: 62,150 shares; 2026Q1: 48,849 shares 48,849 $1.74M 0.11% -13,301 Timeline IYG 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: 20,751 shares; 2024Q4: 20,837 shares; 2025Q1: 20,683 shares; 2025Q2: 21,149 shares; 2025Q3: 21,110 shares; 2025Q4: 20,333 shares; 2026Q1: 20,830 shares 20,830 $1.73M 0.11% +497 Timeline VDE 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: 9,977 shares; 2024Q4: 9,932 shares; 2025Q1: 9,932 shares; 2025Q2: 9,872 shares; 2025Q3: 9,752 shares; 2025Q4: 9,752 shares; 2026Q1: 9,888 shares 9,888 $1.71M 0.11% +136 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: 47,403 shares; 2024Q4: 48,071 shares; 2025Q1: 46,670 shares; 2025Q2: 51,584 shares; 2025Q3: 52,540 shares; 2025Q4: 42,003 shares; 2026Q1: 43,376 shares 43,376 $1.71M 0.11% +1,373 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,277 shares; 2024Q4: 64,077 shares; 2025Q1: 67,960 shares; 2025Q2: 63,665 shares; 2025Q3: 61,742 shares; 2025Q4: 62,859 shares; 2026Q1: 66,384 shares 66,384 $1.7M 0.11% +3,525 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: 36,631 shares; 2024Q4: 36,298 shares; 2025Q1: 36,513 shares; 2025Q2: 35,128 shares; 2025Q3: 34,552 shares; 2025Q4: 34,145 shares; 2026Q1: 35,014 shares 35,014 $1.68M 0.1% +869 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,713 shares; 2025Q4: 45,001 shares; 2026Q1: 54,282 shares 54,282 $1.66M 0.1% +9,281 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: 100,913 shares; 2024Q4: 90,909 shares; 2025Q1: 97,588 shares; 2025Q2: 91,021 shares; 2025Q3: 76,910 shares; 2025Q4: 66,993 shares; 2026Q1: 62,904 shares 62,904 $1.65M 0.1% -4,089 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: 11,160 shares; 2025Q3: 17,229 shares; 2025Q4: 22,694 shares; 2026Q1: 25,851 shares 25,851 $1.65M 0.1% +3,157 Timeline FLTB 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: 8,957 shares; 2024Q4: 10,079 shares; 2025Q1: 14,578 shares; 2025Q2: 17,400 shares; 2025Q3: 22,046 shares; 2025Q4: 24,679 shares; 2026Q1: 32,786 shares 32,786 $1.65M 0.1% +8,107 Timeline AFLG 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: 18,095 shares; 2025Q4: 35,883 shares; 2026Q1: 42,434 shares 42,434 $1.64M 0.1% +6,551 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: 6,083 shares; 2024Q4: 6,155 shares; 2025Q1: 5,500 shares; 2025Q2: 5,871 shares; 2025Q3: 6,061 shares; 2025Q4: 6,340 shares; 2026Q1: 6,690 shares 6,690 $1.62M 0.1% +350 Timeline AUSF 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: 11,327 shares; 2025Q4: 28,976 shares; 2026Q1: 33,542 shares 33,542 $1.62M 0.1% +4,566 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,533 shares; 2025Q1: 1,703 shares; 2025Q2: 1,767 shares; 2025Q3: 1,695 shares; 2025Q4: 1,755 shares; 2026Q1: 1,788 shares 1,788 $1.6M 0.1% +33 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,844 shares; 2025Q1: 2,840 shares; 2025Q2: 3,655 shares; 2025Q3: 3,769 shares; 2025Q4: 3,736 shares; 2026Q1: 4,082 shares 4,082 $1.59M 0.1% +346 Timeline IDU 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: 11,182 shares; 2024Q4: 13,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,535 shares; 2026Q1: 13,535 shares 13,535 $1.57M 0.1% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,777 shares; 2024Q4: 20,063 shares; 2025Q1: 24,884 shares; 2025Q2: 20,483 shares; 2025Q3: 20,970 shares; 2025Q4: 21,299 shares; 2026Q1: 26,296 shares 26,296 $1.55M 0.1% +4,997 Timeline 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: 13,813 shares; 2024Q4: 13,651 shares; 2025Q1: 13,196 shares; 2025Q2: 13,708 shares; 2025Q3: 13,615 shares; 2025Q4: 13,031 shares; 2026Q1: 16,264 shares 16,264 $1.53M 0.1% +3,233 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,622 shares; 2025Q1: 40,875 shares; 2025Q2: 41,887 shares; 2025Q3: 39,041 shares; 2025Q4: 29,529 shares; 2026Q1: 29,739 shares 29,739 $1.52M 0.09% +210 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,291 shares; 2024Q4: 56,111 shares; 2025Q1: 58,169 shares; 2025Q2: 53,084 shares; 2025Q3: 42,123 shares; 2025Q4: 36,910 shares; 2026Q1: 32,425 shares 32,425 $1.52M 0.09% -4,485 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: 4,291 shares; 2024Q4: 4,065 shares; 2025Q1: 4,205 shares; 2025Q2: 5,148 shares; 2025Q3: 4,969 shares; 2025Q4: 5,663 shares; 2026Q1: 6,106 shares 6,106 $1.51M 0.09% +443 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: 24,002 shares; 2024Q4: 21,213 shares; 2025Q1: 23,208 shares; 2025Q2: 30,976 shares; 2025Q3: 33,244 shares; 2025Q4: 39,986 shares; 2026Q1: 53,829 shares 53,829 $1.51M 0.09% +13,843 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,452 shares; 2024Q4: 13,261 shares; 2025Q1: 7,637 shares; 2025Q2: 7,869 shares; 2025Q3: 9,235 shares; 2025Q4: 9,044 shares; 2026Q1: 9,461 shares 9,461 $1.51M 0.09% +417 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,051 shares; 2025Q1: 4,097 shares; 2025Q2: 4,052 shares; 2025Q3: 4,118 shares; 2025Q4: 4,192 shares; 2026Q1: 4,205 shares 4,205 $1.51M 0.09% +13 Timeline GVI 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: 4,368 shares; 2024Q4: 4,653 shares; 2025Q1: 6,524 shares; 2025Q2: 7,562 shares; 2025Q3: 9,454 shares; 2025Q4: 10,644 shares; 2026Q1: 13,543 shares 13,543 $1.44M 0.09% +2,899 Timeline TDIV 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: 18,316 shares; 2024Q4: 18,918 shares; 2025Q1: 18,343 shares; 2025Q2: 17,868 shares; 2025Q3: 16,999 shares; 2025Q4: 15,440 shares; 2026Q1: 15,361 shares 15,361 $1.44M 0.09% -79 Timeline DDM 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: 12,379 shares; 2024Q4: 12,864 shares; 2025Q1: 12,717 shares; 2025Q2: 12,649 shares; 2025Q3: 12,551 shares; 2025Q4: 26,743 shares; 2026Q1: 27,599 shares 27,599 $1.44M 0.09% +856 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: 6,304 shares; 2024Q4: 6,063 shares; 2025Q1: 6,508 shares; 2025Q2: 5,642 shares; 2025Q3: 5,651 shares; 2025Q4: 5,667 shares; 2026Q1: 5,728 shares 5,728 $1.42M 0.09% +61 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,597 shares; 2024Q4: 68,234 shares; 2025Q1: 73,259 shares; 2025Q2: 79,709 shares; 2025Q3: 204,968 shares; 2025Q4: 96,710 shares; 2026Q1: 71,376 shares 71,376 $1.41M 0.09% -25,334 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 5,700 shares; 2025Q1: 5,798 shares; 2025Q2: 6,453 shares; 2025Q3: 6,273 shares; 2025Q4: 6,429 shares; 2026Q1: 6,226 shares 6,226 $1.41M 0.09% -203 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 6,437 shares; 2025Q1: 7,718 shares; 2025Q2: 9,660 shares; 2025Q3: 11,298 shares; 2025Q4: 13,384 shares; 2026Q1: 12,656 shares 12,656 $1.4M 0.09% -728 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: 14,696 shares; 2024Q4: 14,787 shares; 2025Q1: 15,752 shares; 2025Q2: 17,090 shares; 2025Q3: 17,976 shares; 2025Q4: 15,771 shares; 2026Q1: 15,654 shares 15,654 $1.4M 0.09% -117 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,692 shares; 2025Q2: 9,420 shares; 2025Q3: 16,663 shares; 2025Q4: 15,641 shares; 2026Q1: 14,976 shares 14,976 $1.4M 0.09% -665 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: 1,218 shares; 2024Q4: 3,044 shares; 2025Q1: 4,006 shares; 2025Q2: 3,015 shares; 2025Q3: 3,014 shares; 2025Q4: 3,005 shares; 2026Q1: 3,015 shares 3,015 $1.4M 0.09% +10 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: 4,671 shares; 2024Q4: 4,762 shares; 2025Q1: 4,937 shares; 2025Q2: 6,000 shares; 2025Q3: 6,527 shares; 2025Q4: 6,212 shares; 2026Q1: 6,846 shares 6,846 $1.39M 0.09% +634 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 12,114 shares; 2025Q1: 17,010 shares; 2025Q2: 19,223 shares; 2025Q3: 17,712 shares; 2025Q4: 22,533 shares; 2026Q1: 28,388 shares 28,388 $1.37M 0.09% +5,855 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,008 shares; 2026Q1: 25,851 shares 25,851 $1.37M 0.09% -2,157 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,899 shares; 2026Q1: 27,382 shares 27,382 $1.37M 0.09% +7,483 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: 1,107 shares; 2024Q4: 1,101 shares; 2025Q1: 1,260 shares; 2025Q2: 1,409 shares; 2025Q3: 1,677 shares; 2025Q4: 1,670 shares; 2026Q1: 1,612 shares 1,612 $1.36M 0.09% -58 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 9,608 shares; 2025Q1: 11,058 shares; 2025Q2: 11,812 shares; 2025Q3: 12,191 shares; 2025Q4: 12,857 shares; 2026Q1: 12,770 shares 12,770 $1.36M 0.08% -87 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: 4,822 shares; 2024Q4: 4,457 shares; 2025Q1: 4,695 shares; 2025Q2: 4,797 shares; 2025Q3: 5,057 shares; 2025Q4: 5,212 shares; 2026Q1: 5,591 shares 5,591 $1.36M 0.08% +379 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: 5,290 shares; 2024Q4: 5,319 shares; 2025Q1: 5,054 shares; 2025Q2: 5,500 shares; 2025Q3: 5,315 shares; 2025Q4: 5,224 shares; 2026Q1: 5,734 shares 5,734 $1.35M 0.08% +510 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: 26,568 shares; 2024Q4: 26,262 shares; 2025Q1: 25,956 shares; 2025Q2: 27,695 shares; 2025Q3: 27,812 shares; 2025Q4: 23,309 shares; 2026Q1: 22,288 shares 22,288 $1.35M 0.08% -1,021 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: 37,201 shares; 2025Q1: 38,295 shares; 2025Q2: 40,026 shares; 2025Q3: 43,584 shares; 2025Q4: 47,999 shares; 2026Q1: 49,610 shares 49,610 $1.35M 0.08% +1,611 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: 88,464 shares; 2026Q1: 81,024 shares 81,024 $1.35M 0.08% -7,440 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,712 shares; 2025Q1: 6,899 shares; 2025Q2: 8,159 shares; 2025Q3: 8,131 shares; 2025Q4: 7,903 shares; 2026Q1: 8,828 shares 8,828 $1.34M 0.08% +925 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,984 shares; 2024Q4: 60,101 shares; 2025Q1: 60,271 shares; 2025Q2: 63,215 shares; 2025Q3: 62,577 shares; 2025Q4: 58,527 shares; 2026Q1: 61,038 shares 61,038 $1.34M 0.08% +2,511 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 14,775 shares; 2025Q1: 12,996 shares; 2025Q2: 12,679 shares; 2025Q3: 13,373 shares; 2025Q4: 12,601 shares; 2026Q1: 13,639 shares 13,639 $1.33M 0.08% +1,038 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,927 shares; 2025Q1: 7,573 shares; 2025Q2: 8,141 shares; 2025Q3: 8,117 shares; 2025Q4: 8,019 shares; 2026Q1: 6,491 shares 6,491 $1.32M 0.08% -1,528 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: 10,276 shares; 2024Q4: 10,201 shares; 2025Q1: 11,923 shares; 2025Q2: 11,518 shares; 2025Q3: 10,276 shares; 2025Q4: 9,824 shares; 2026Q1: 8,949 shares 8,949 $1.32M 0.08% -875 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,090 shares; 2025Q1: 7,182 shares; 2025Q2: 7,676 shares; 2025Q3: 7,553 shares; 2025Q4: 7,318 shares; 2026Q1: 7,043 shares 7,043 $1.31M 0.08% -275 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: 10,784 shares; 2024Q4: 10,801 shares; 2025Q1: 11,013 shares; 2025Q2: 10,955 shares; 2025Q3: 10,206 shares; 2025Q4: 9,993 shares; 2026Q1: 10,171 shares 10,171 $1.31M 0.08% +178 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 13,675 shares; 2025Q1: 13,145 shares; 2025Q2: 12,555 shares; 2025Q3: 11,576 shares; 2025Q4: 10,628 shares; 2026Q1: 9,947 shares 9,947 $1.3M 0.08% -681 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 21,261 shares; 2025Q4: 35,329 shares; 2026Q1: 44,070 shares 44,070 $1.29M 0.08% +8,741 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,446 shares; 2024Q4: 25,195 shares; 2025Q1: 21,481 shares; 2025Q2: 18,689 shares; 2025Q3: 17,257 shares; 2025Q4: 16,353 shares; 2026Q1: 46,452 shares 46,452 $1.29M 0.08% +30,099 Timeline IYR 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: 3,874 shares; 2024Q4: 13,850 shares; 2025Q1: 13,645 shares; 2025Q2: 13,645 shares; 2025Q3: 13,645 shares; 2025Q4: 13,645 shares; 2026Q1: 13,645 shares 13,645 $1.29M 0.08% 0 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: 16,578 shares; 2024Q4: 10,788 shares; 2025Q1: 13,147 shares; 2025Q2: 13,147 shares; 2025Q3: 12,056 shares; 2025Q4: 12,931 shares; 2026Q1: 14,752 shares 14,752 $1.28M 0.08% +1,821 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 7,066 shares; 2026Q1: 10,030 shares 10,030 $1.27M 0.08% +2,964 Timeline HEQQ 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: 7,074 shares; 2025Q3: 17,839 shares; 2025Q4: 25,189 shares; 2026Q1: 22,421 shares 22,421 $1.27M 0.08% -2,768 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: 16,165 shares; 2024Q4: 17,047 shares; 2025Q1: 14,488 shares; 2025Q2: 16,020 shares; 2025Q3: 15,131 shares; 2025Q4: 15,083 shares; 2026Q1: 18,012 shares 18,012 $1.26M 0.08% +2,929 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,394 shares; 2025Q1: 4,438 shares; 2025Q2: 4,508 shares; 2025Q3: 4,052 shares; 2025Q4: 3,848 shares; 2026Q1: 4,175 shares 4,175 $1.26M 0.08% +327 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 746 shares; 2025Q1: 1,573 shares; 2025Q2: 2,336 shares; 2025Q3: 2,290 shares; 2025Q4: 2,164 shares; 2026Q1: 1,728 shares 1,728 $1.26M 0.08% -436 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: 8,279 shares; 2024Q4: 8,180 shares; 2025Q1: 8,071 shares; 2025Q2: 8,448 shares; 2025Q3: 8,508 shares; 2025Q4: 8,538 shares; 2026Q1: 9,219 shares 9,219 $1.25M 0.08% +681 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,239 shares; 2024Q4: 59,542 shares; 2025Q1: 56,984 shares; 2025Q2: 38,809 shares; 2025Q3: 38,346 shares; 2025Q4: 35,156 shares; 2026Q1: 33,383 shares 33,383 $1.25M 0.08% -1,773 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,844 shares 5,844 $1.25M 0.08% new Timeline HGBL HERITAGE GLOBAL INC More: the full row for HERITAGE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059,304 shares; 2024Q4: 1,009,304 shares; 2025Q1: 922,304 shares; 2025Q2: 917,304 shares; 2025Q3: 917,304 shares; 2025Q4: 917,304 shares; 2026Q1: 917,304 shares 917,304 $1.25M 0.08% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,790 shares; 2025Q1: 5,943 shares; 2025Q2: 6,993 shares; 2025Q3: 6,830 shares; 2025Q4: 6,838 shares; 2026Q1: 7,677 shares 7,677 $1.25M 0.08% +839 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 17,513 shares; 2025Q1: 17,026 shares; 2025Q2: 17,138 shares; 2025Q3: 17,533 shares; 2025Q4: 17,239 shares; 2026Q1: 17,250 shares 17,250 $1.24M 0.08% +11 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: 2,646 shares; 2024Q4: 2,700 shares; 2025Q1: 3,140 shares; 2025Q2: 3,236 shares; 2025Q3: 3,182 shares; 2025Q4: 2,851 shares; 2026Q1: 2,500 shares 2,500 $1.23M 0.08% -351 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: 1,210 shares; 2024Q4: 1,372 shares; 2025Q1: 1,469 shares; 2025Q2: 1,364 shares; 2025Q3: 1,851 shares; 2025Q4: 1,925 shares; 2026Q1: 2,232 shares 2,232 $1.2M 0.07% +307 Timeline SCHV 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: 31,053 shares; 2024Q4: 48,845 shares; 2025Q1: 48,772 shares; 2025Q2: 48,794 shares; 2025Q3: 42,130 shares; 2025Q4: 42,553 shares; 2026Q1: 39,234 shares 39,234 $1.2M 0.07% -3,319 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: 9,198 shares; 2024Q4: 9,310 shares; 2025Q1: 10,185 shares; 2025Q2: 12,550 shares; 2025Q3: 13,972 shares; 2025Q4: 14,676 shares; 2026Q1: 15,029 shares 15,029 $1.2M 0.07% +353 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: 17,300 shares; 2024Q4: 17,172 shares; 2025Q1: 16,784 shares; 2025Q2: 20,094 shares; 2025Q3: 20,037 shares; 2025Q4: 19,884 shares; 2026Q1: 19,589 shares 19,589 $1.18M 0.07% -295 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: 11,664 shares; 2024Q4: 11,665 shares; 2025Q1: 11,776 shares; 2025Q2: 11,750 shares; 2025Q3: 13,129 shares; 2025Q4: 14,506 shares; 2026Q1: 14,803 shares 14,803 $1.18M 0.07% +297 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,584 shares; 2024Q4: 42,277 shares; 2025Q1: 54,439 shares; 2025Q2: 56,000 shares; 2025Q3: 55,408 shares; 2025Q4: 50,340 shares; 2026Q1: 40,958 shares 40,958 $1.18M 0.07% -9,382 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,462 shares; 2024Q4: 49,512 shares; 2025Q1: 45,875 shares; 2025Q2: 46,122 shares; 2025Q3: 43,791 shares; 2025Q4: 37,413 shares; 2026Q1: 40,427 shares 40,427 $1.16M 0.07% +3,014 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,428 shares; 2024Q4: 20,445 shares; 2025Q1: 19,254 shares; 2025Q2: 17,831 shares; 2025Q3: 16,071 shares; 2025Q4: 13,790 shares; 2026Q1: 14,482 shares 14,482 $1.15M 0.07% +692 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,110 shares; 2024Q4: 38,414 shares; 2025Q1: 36,778 shares; 2025Q2: 35,830 shares; 2025Q3: 45,870 shares; 2025Q4: 41,722 shares; 2026Q1: 38,089 shares 38,089 $1.15M 0.07% -3,633 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: 15,523 shares; 2024Q4: 15,500 shares; 2025Q1: 13,794 shares; 2025Q2: 13,121 shares; 2025Q3: 12,252 shares; 2025Q4: 11,758 shares; 2026Q1: 11,700 shares 11,700 $1.14M 0.07% -58 Timeline EMXC 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: 11,424 shares; 2024Q4: 11,512 shares; 2025Q1: 11,510 shares; 2025Q2: 12,407 shares; 2025Q3: 13,853 shares; 2025Q4: 13,379 shares; 2026Q1: 14,317 shares 14,317 $1.13M 0.07% +938 Timeline IGLB 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: 28,888 shares; 2024Q4: 29,010 shares; 2025Q1: 28,984 shares; 2025Q2: 24,852 shares; 2025Q3: 25,384 shares; 2025Q4: 24,026 shares; 2026Q1: 22,467 shares 22,467 $1.12M 0.07% -1,559 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: 30,128 shares; 2024Q4: 29,559 shares; 2025Q1: 27,851 shares; 2025Q2: 28,680 shares; 2025Q3: 25,159 shares; 2025Q4: 23,682 shares; 2026Q1: 23,498 shares 23,498 $1.11M 0.07% -184 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,268 shares; 2024Q4: 15,192 shares; 2025Q1: 22,206 shares; 2025Q2: 19,658 shares; 2025Q3: 20,671 shares; 2025Q4: 22,674 shares; 2026Q1: 22,297 shares 22,297 $1.1M 0.07% -377 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,063 shares; 2024Q4: 11,516 shares; 2025Q1: 12,293 shares; 2025Q2: 10,025 shares; 2025Q3: 9,964 shares; 2025Q4: 9,964 shares; 2026Q1: 9,972 shares 9,972 $1.1M 0.07% +8 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 6,736 shares; 2025Q1: 6,736 shares; 2025Q2: 8,497 shares; 2025Q3: 9,524 shares; 2025Q4: 12,677 shares; 2026Q1: 11,318 shares 11,318 $1.1M 0.07% -1,359 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,823 shares; 2024Q4: 17,774 shares; 2025Q1: 27,827 shares; 2025Q2: 32,687 shares; 2025Q3: 36,389 shares; 2025Q4: 44,925 shares; 2026Q1: 49,071 shares 49,071 $1.1M 0.07% +4,146 Timeline SCHR 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: 27,938 shares; 2024Q4: 42,681 shares; 2025Q1: 42,962 shares; 2025Q2: 43,146 shares; 2025Q3: 44,410 shares; 2025Q4: 45,841 shares; 2026Q1: 43,928 shares 43,928 $1.09M 0.07% -1,913 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: 5,227 shares; 2024Q4: 5,951 shares; 2025Q1: 6,061 shares; 2025Q2: 6,592 shares; 2025Q3: 6,543 shares; 2025Q4: 5,982 shares; 2026Q1: 6,713 shares 6,713 $1.09M 0.07% +731 Timeline BIV 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: 12,286 shares; 2024Q4: 13,622 shares; 2025Q1: 13,914 shares; 2025Q2: 13,053 shares; 2025Q3: 13,194 shares; 2025Q4: 12,878 shares; 2026Q1: 13,995 shares 13,995 $1.08M 0.07% +1,117 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,549 shares; 2025Q1: 4,837 shares; 2025Q2: 4,951 shares; 2025Q3: 5,477 shares; 2025Q4: 5,581 shares; 2026Q1: 5,662 shares 5,662 $1.07M 0.07% +81 Timeline FLTR 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: 20,140 shares; 2025Q2: 26,154 shares; 2025Q3: 32,600 shares; 2025Q4: 43,519 shares; 2026Q1: 42,000 shares 42,000 $1.07M 0.07% -1,519 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,618 shares; 2024Q4: 11,618 shares; 2025Q1: 11,618 shares; 2025Q2: 11,618 shares; 2025Q3: 11,618 shares; 2025Q4: 11,788 shares; 2026Q1: 11,788 shares 11,788 $1.07M 0.07% 0 Timeline VIS 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: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares; 2026Q1: 3,412 shares 3,412 $1.07M 0.07% -4 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: 5,973 shares; 2024Q4: 6,129 shares; 2025Q1: 6,424 shares; 2025Q2: 6,361 shares; 2025Q3: 6,631 shares; 2025Q4: 6,551 shares; 2026Q1: 6,729 shares 6,729 $1.06M 0.07% +178 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: 6,871 shares; 2024Q4: 6,873 shares; 2025Q1: 6,875 shares; 2025Q2: 7,189 shares; 2025Q3: 7,226 shares; 2025Q4: 7,234 shares; 2026Q1: 7,243 shares 7,243 $1.05M 0.07% +9 Timeline IYZ 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: 26,494 shares; 2025Q1: 25,966 shares; 2025Q2: 25,967 shares; 2025Q3: 25,968 shares; 2025Q4: 26,577 shares; 2026Q1: 26,578 shares 26,578 $1.05M 0.07% +1 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: 9,111 shares; 2024Q4: 9,119 shares; 2025Q1: 9,097 shares; 2025Q2: 13,739 shares; 2025Q3: 15,162 shares; 2025Q4: 15,054 shares; 2026Q1: 16,638 shares 16,638 $1.04M 0.07% +1,584 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: 8,679 shares; 2024Q4: 8,716 shares; 2025Q1: 5,836 shares; 2025Q2: 9,100 shares; 2025Q3: 9,778 shares; 2025Q4: 13,513 shares; 2026Q1: 13,518 shares 13,518 $1.04M 0.06% +5 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 4,880 shares; 2025Q1: 5,111 shares; 2025Q2: 5,685 shares; 2025Q3: 5,845 shares; 2025Q4: 4,494 shares; 2026Q1: 7,205 shares 7,205 $1.04M 0.06% +2,711 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,371 shares; 2024Q4: 18,804 shares; 2025Q1: 20,839 shares; 2025Q2: 19,209 shares; 2025Q3: 18,697 shares; 2025Q4: 19,515 shares; 2026Q1: 19,813 shares 19,813 $1.04M 0.06% +298 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,514 shares; 2025Q1: 4,350 shares; 2025Q2: 3,658 shares; 2025Q3: 5,713 shares; 2025Q4: 6,068 shares; 2026Q1: 7,381 shares 7,381 $1.03M 0.06% +1,313 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: 124,490 shares; 2024Q4: 124,501 shares; 2025Q1: 97,512 shares; 2025Q2: 94,323 shares; 2025Q3: 97,332 shares; 2025Q4: 97,843 shares; 2026Q1: 99,355 shares 99,355 $1.02M 0.06% +1,512 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 3,299 shares; 2025Q1: 3,482 shares; 2025Q2: 3,689 shares; 2025Q3: 3,094 shares; 2025Q4: 3,210 shares; 2026Q1: 4,871 shares 4,871 $1.02M 0.06% +1,661 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 31,730 shares; 2026Q1: 34,699 shares 34,699 $1.02M 0.06% +2,969 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,671 shares; 2024Q4: 11,803 shares; 2025Q1: 11,144 shares; 2025Q2: 11,145 shares; 2025Q3: 10,384 shares; 2025Q4: 10,384 shares; 2026Q1: 10,385 shares 10,385 $1.01M 0.06% +1 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,793 shares; 2025Q1: 2,765 shares; 2025Q2: 5,525 shares; 2025Q3: 5,841 shares; 2025Q4: 4,317 shares; 2026Q1: 10,292 shares 10,292 $998K 0.06% +5,975 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: 13,440 shares; 2024Q4: 12,454 shares; 2025Q1: 12,724 shares; 2025Q2: 12,239 shares; 2025Q3: 13,991 shares; 2025Q4: 13,289 shares; 2026Q1: 14,250 shares 14,250 $994K 0.06% +961 Timeline FTSL 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: 7,748 shares; 2024Q4: 22,144 shares; 2025Q1: 22,757 shares; 2025Q2: 22,932 shares; 2025Q3: 20,261 shares; 2025Q4: 19,649 shares; 2026Q1: 22,168 shares 22,168 $993K 0.06% +2,519 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,659 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares 2,698 $991K 0.06% 0 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: 4,766 shares; 2024Q4: 4,697 shares; 2025Q1: 4,508 shares; 2025Q2: 4,574 shares; 2025Q3: 4,198 shares; 2025Q4: 4,261 shares; 2026Q1: 3,725 shares 3,725 $991K 0.06% -536 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 8,378 shares; 2025Q1: 9,760 shares; 2025Q2: 9,745 shares; 2025Q3: 10,198 shares; 2025Q4: 10,055 shares; 2026Q1: 10,287 shares 10,287 $977K 0.06% +232 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,734 shares; 2025Q1: 5,819 shares; 2025Q2: 3,774 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares 3,774 $971K 0.06% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,474 shares; 2025Q1: 3,522 shares; 2025Q2: 3,962 shares; 2025Q3: 3,275 shares; 2025Q4: 3,482 shares; 2026Q1: 3,280 shares 3,280 $969K 0.06% -202 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,695 shares; 2024Q4: 16,679 shares; 2025Q1: 16,960 shares; 2025Q2: 16,078 shares; 2025Q3: 16,160 shares; 2025Q4: 16,157 shares; 2026Q1: 16,237 shares 16,237 $967K 0.06% +80 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,854 shares; 2024Q4: 7,714 shares; 2025Q1: 7,818 shares; 2025Q2: 7,797 shares; 2025Q3: 7,948 shares; 2025Q4: 7,765 shares; 2026Q1: 7,640 shares 7,640 $963K 0.06% -125 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: 4,480 shares; 2024Q4: 4,372 shares; 2025Q1: 3,851 shares; 2025Q2: 3,922 shares; 2025Q3: 3,598 shares; 2025Q4: 3,623 shares; 2026Q1: 3,308 shares 3,308 $961K 0.06% -315 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: 7,098 shares; 2024Q4: 7,011 shares; 2025Q1: 7,527 shares; 2025Q2: 7,617 shares; 2025Q3: 8,465 shares; 2025Q4: 8,780 shares; 2026Q1: 8,474 shares 8,474 $957K 0.06% -306 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,198 shares; 2024Q4: 19,033 shares; 2025Q1: 18,754 shares; 2025Q2: 19,733 shares; 2025Q3: 18,464 shares; 2025Q4: 17,101 shares; 2026Q1: 16,964 shares 16,964 $953K 0.06% -137 Timeline RFDA 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: 39,598 shares; 2024Q4: 37,565 shares; 2025Q1: 37,291 shares; 2025Q2: 37,312 shares; 2025Q3: 36,954 shares; 2025Q4: 36,121 shares; 2026Q1: 15,113 shares 15,113 $947K 0.06% -21,008 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,070 shares; 2024Q4: 51,007 shares; 2025Q1: 53,643 shares; 2025Q2: 48,111 shares; 2025Q3: 43,260 shares; 2025Q4: 36,305 shares; 2026Q1: 42,170 shares 42,170 $937K 0.06% +5,865 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,440 shares; 2025Q1: 8,109 shares; 2025Q2: 8,426 shares; 2025Q3: 8,666 shares; 2025Q4: 8,537 shares; 2026Q1: 7,827 shares 7,827 $935K 0.06% -710 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,813 shares 84,813 $931K 0.06% new 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: 4,719 shares 4,719 $931K 0.06% new 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: 16,661 shares; 2024Q4: 15,720 shares; 2025Q1: 15,040 shares; 2025Q2: 14,676 shares; 2025Q3: 14,231 shares; 2025Q4: 12,991 shares; 2026Q1: 12,681 shares 12,681 $927K 0.06% -310 Timeline SCHZ 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: 27,036 shares; 2024Q4: 43,522 shares; 2025Q1: 43,159 shares; 2025Q2: 42,831 shares; 2025Q3: 41,358 shares; 2025Q4: 40,993 shares; 2026Q1: 39,844 shares 39,844 $925K 0.06% -1,149 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: 25,595 shares; 2024Q4: 25,180 shares; 2025Q1: 22,031 shares; 2025Q2: 16,406 shares; 2025Q3: 15,174 shares; 2025Q4: 21,300 shares; 2026Q1: 20,033 shares 20,033 $919K 0.06% -1,267 Timeline SRLN 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: 25,553 shares; 2024Q4: 24,865 shares; 2025Q1: 26,477 shares; 2025Q2: 26,477 shares; 2025Q3: 24,520 shares; 2025Q4: 23,378 shares; 2026Q1: 22,769 shares 22,769 $914K 0.06% -609 Timeline SPHD 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: 8,042 shares; 2024Q4: 16,005 shares; 2025Q1: 16,281 shares; 2025Q2: 16,303 shares; 2025Q3: 16,385 shares; 2025Q4: 16,548 shares; 2026Q1: 18,346 shares 18,346 $910K 0.06% +1,798 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: 20,941 shares; 2024Q4: 26,858 shares; 2025Q1: 51,548 shares; 2025Q2: 49,864 shares; 2025Q3: 48,602 shares; 2025Q4: 33,280 shares; 2026Q1: 18,356 shares 18,356 $909K 0.06% -14,924 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: 13,121 shares; 2024Q4: 17,092 shares; 2025Q1: 14,434 shares; 2025Q2: 14,574 shares; 2025Q3: 12,196 shares; 2025Q4: 10,243 shares; 2026Q1: 10,196 shares 10,196 $902K 0.06% -47 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 9,113 shares; 2025Q4: 25,734 shares; 2026Q1: 32,666 shares 32,666 $900K 0.06% +6,932 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,172 shares; 2024Q4: 17,397 shares; 2025Q1: 18,017 shares; 2025Q2: 17,677 shares; 2025Q3: 16,647 shares; 2025Q4: 13,757 shares; 2026Q1: 13,265 shares 13,265 $897K 0.06% -492 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 6,916 shares; 2025Q1: 6,918 shares; 2025Q2: 7,106 shares; 2025Q3: 7,065 shares; 2025Q4: 7,067 shares; 2026Q1: 6,466 shares 6,466 $887K 0.06% -601 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: 2,780 shares; 2024Q4: 2,936 shares; 2025Q1: 2,269 shares; 2025Q2: 2,366 shares; 2025Q3: 2,504 shares; 2025Q4: 2,324 shares; 2026Q1: 1,636 shares 1,636 $882K 0.05% -688 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: 15,674 shares; 2024Q4: 15,649 shares; 2025Q1: 15,125 shares; 2025Q2: 14,528 shares; 2025Q3: 12,203 shares; 2025Q4: 11,634 shares; 2026Q1: 9,422 shares 9,422 $876K 0.05% -2,212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,980 shares; 2025Q3: 6,144 shares; 2025Q4: 6,291 shares; 2026Q1: 7,946 shares 7,946 $872K 0.05% +1,655 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,746 shares; 2025Q2: 2,746 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares 2,884 $872K 0.05% 0 Timeline RIGS 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: 65,384 shares; 2024Q4: 58,529 shares; 2025Q1: 58,529 shares; 2025Q2: 57,531 shares; 2025Q3: 53,383 shares; 2025Q4: 38,120 shares; 2026Q1: 38,090 shares 38,090 $871K 0.05% -30 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 4,752 shares; 2025Q1: 4,930 shares; 2025Q2: 6,933 shares; 2025Q3: 6,857 shares; 2025Q4: 7,671 shares; 2026Q1: 11,846 shares 11,846 $851K 0.05% +4,175 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,435 shares; 2025Q3: 7,798 shares; 2025Q4: 9,719 shares; 2026Q1: 21,613 shares 21,613 $849K 0.05% +11,894 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,283 shares; 2024Q4: 30,370 shares; 2025Q1: 30,736 shares; 2025Q2: 28,639 shares; 2025Q3: 25,767 shares; 2025Q4: 25,406 shares; 2026Q1: 25,371 shares 25,371 $836K 0.05% -35 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: 955 shares; 2025Q3: 1,658 shares; 2025Q4: 1,533 shares; 2026Q1: 2,466 shares 2,466 $836K 0.05% +933 Timeline TOUS 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: not reported; 2025Q4: 7,898 shares; 2026Q1: 23,787 shares 23,787 $822K 0.05% +15,889 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 344 shares; 2026Q1: 594 shares 594 $819K 0.05% +250 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: 3,648 shares; 2024Q4: 4,229 shares; 2025Q1: 4,933 shares; 2025Q2: 4,856 shares; 2025Q3: 8,941 shares; 2025Q4: 8,093 shares; 2026Q1: 8,110 shares 8,110 $816K 0.05% +17 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 7,867 shares; 2025Q1: 7,595 shares; 2025Q2: 7,131 shares; 2025Q3: 7,166 shares; 2025Q4: 7,043 shares; 2026Q1: 7,013 shares 7,013 $805K 0.05% -30 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: 7,717 shares; 2024Q4: 8,002 shares; 2025Q1: 9,041 shares; 2025Q2: 9,936 shares; 2025Q3: 10,620 shares; 2025Q4: 10,324 shares; 2026Q1: 8,618 shares 8,618 $794K 0.05% -1,706 Timeline USIG 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: 5,585 shares; 2024Q4: 5,411 shares; 2025Q1: 7,386 shares; 2025Q2: 10,164 shares; 2025Q3: 10,576 shares; 2025Q4: 11,199 shares; 2026Q1: 15,482 shares 15,482 $793K 0.05% +4,283 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: 15,000 shares; 2024Q4: 14,615 shares; 2025Q1: 17,252 shares; 2025Q2: 16,519 shares; 2025Q3: 17,354 shares; 2025Q4: 17,990 shares; 2026Q1: 19,310 shares 19,310 $793K 0.05% +1,320 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 22,658 shares; 2026Q1: 29,248 shares 29,248 $789K 0.05% +6,590 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,080 shares; 2025Q2: 1,040 shares; 2025Q3: 1,050 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares 1,074 $783K 0.05% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,995 shares; 2024Q4: 97,395 shares; 2025Q1: 101,875 shares; 2025Q2: 141,875 shares; 2025Q3: 144,234 shares; 2025Q4: 102,815 shares; 2026Q1: 102,815 shares 102,815 $778K 0.05% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,817 shares; 2024Q4: 26,718 shares; 2025Q1: 27,031 shares; 2025Q2: 26,155 shares; 2025Q3: 25,667 shares; 2025Q4: 23,943 shares; 2026Q1: 25,365 shares 25,365 $773K 0.05% +1,422 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: 10,681 shares; 2024Q4: 10,559 shares; 2025Q1: 10,588 shares; 2025Q2: 9,664 shares; 2025Q3: 9,663 shares; 2025Q4: 9,897 shares; 2026Q1: 9,760 shares 9,760 $772K 0.05% -137 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,567 shares; 2024Q4: 63,214 shares; 2025Q1: 61,965 shares; 2025Q2: 62,775 shares; 2025Q3: 63,348 shares; 2025Q4: 44,292 shares; 2026Q1: 31,373 shares 31,373 $761K 0.05% -12,919 Timeline VNLA 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: 24,434 shares; 2024Q4: 18,047 shares; 2025Q1: 16,786 shares; 2025Q2: 16,518 shares; 2025Q3: 16,066 shares; 2025Q4: 16,013 shares; 2026Q1: 15,517 shares 15,517 $758K 0.05% -496 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: 2,857 shares; 2024Q4: 2,888 shares; 2025Q1: 3,192 shares; 2025Q2: 3,399 shares; 2025Q3: 3,073 shares; 2025Q4: 2,960 shares; 2026Q1: 2,908 shares 2,908 $757K 0.05% -52 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,329 shares; 2025Q3: 7,417 shares; 2025Q4: 8,169 shares; 2026Q1: 18,662 shares 18,662 $756K 0.05% +10,493 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,256 shares; 2024Q4: 7,587 shares; 2025Q1: 8,575 shares; 2025Q2: 16,928 shares; 2025Q3: 17,533 shares; 2025Q4: 17,074 shares; 2026Q1: 16,173 shares 16,173 $750K 0.05% -901 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,872 shares; 2025Q3: 8,556 shares; 2025Q4: 8,617 shares; 2026Q1: 17,000 shares 17,000 $742K 0.05% +8,383 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: not reported; 2024Q4: 1,398 shares; 2025Q1: 1,584 shares; 2025Q2: 1,858 shares; 2025Q3: 2,185 shares; 2025Q4: 2,478 shares; 2026Q1: 2,652 shares 2,652 $741K 0.05% +174 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: 2,679 shares; 2024Q4: 2,493 shares; 2025Q1: 2,306 shares; 2025Q2: 2,281 shares; 2025Q3: 2,250 shares; 2025Q4: 2,728 shares; 2026Q1: 2,694 shares 2,694 $734K 0.05% -34 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,519 shares; 2024Q4: 37,086 shares; 2025Q1: 37,434 shares; 2025Q2: 39,093 shares; 2025Q3: 39,452 shares; 2025Q4: 38,898 shares; 2026Q1: 40,631 shares 40,631 $732K 0.05% +1,733 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,253 shares; 2024Q4: 14,382 shares; 2025Q1: 14,382 shares; 2025Q2: 14,382 shares; 2025Q3: 14,382 shares; 2025Q4: 63,042 shares; 2026Q1: 63,042 shares 63,042 $725K 0.05% 0 Timeline PFM 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: 14,170 shares; 2024Q4: 14,170 shares; 2025Q1: 14,170 shares; 2025Q2: 14,170 shares; 2025Q3: 14,170 shares; 2025Q4: 14,170 shares; 2026Q1: 14,170 shares 14,170 $724K 0.05% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 15,026 shares; 2025Q1: 19,317 shares; 2025Q2: 15,627 shares; 2025Q3: 2,832 shares; 2025Q4: 7,172 shares; 2026Q1: 17,259 shares 17,259 $719K 0.04% +10,087 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,357 shares; 2025Q1: 1,298 shares; 2025Q2: 1,300 shares; 2025Q3: 1,339 shares; 2025Q4: 1,456 shares; 2026Q1: 1,608 shares 1,608 $718K 0.04% +152 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,312 shares; 2025Q1: 8,473 shares; 2025Q2: 8,247 shares; 2025Q3: 7,660 shares; 2025Q4: 7,653 shares; 2026Q1: 8,121 shares 8,121 $713K 0.04% +468 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 448 shares; 2025Q1: 440 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 391 shares; 2026Q1: 410 shares 410 $709K 0.04% +19 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 4,274 shares; 2025Q1: 4,662 shares; 2025Q2: 4,588 shares; 2025Q3: 5,098 shares; 2025Q4: 5,108 shares; 2026Q1: 6,295 shares 6,295 $707K 0.04% +1,187 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,328 shares; 2025Q4: 3,592 shares; 2026Q1: 4,315 shares 4,315 $706K 0.04% +723 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,596 shares; 2024Q4: 40,874 shares; 2025Q1: 40,811 shares; 2025Q2: 40,828 shares; 2025Q3: 40,846 shares; 2025Q4: 48,679 shares; 2026Q1: 48,690 shares 48,690 $698K 0.04% +11 Timeline PSI 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: 9,603 shares; 2024Q4: 8,686 shares; 2025Q1: 8,733 shares; 2025Q2: 8,448 shares; 2025Q3: 7,795 shares; 2025Q4: 7,385 shares; 2026Q1: 7,385 shares 7,385 $697K 0.04% 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: 55,251 shares; 2024Q4: 54,169 shares; 2025Q1: 54,678 shares; 2025Q2: 57,419 shares; 2025Q3: 57,215 shares; 2025Q4: 58,298 shares; 2026Q1: 60,342 shares 60,342 $696K 0.04% +2,044 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,642 shares; 2025Q1: 2,223 shares; 2025Q2: 4,062 shares; 2025Q3: 4,803 shares; 2025Q4: 6,774 shares; 2026Q1: 6,899 shares 6,899 $694K 0.04% +125 Timeline IBHF 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: 22,128 shares; 2025Q3: 26,462 shares; 2025Q4: 29,965 shares; 2026Q1: 30,223 shares 30,223 $694K 0.04% +258 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: not reported; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,295 shares; 2025Q3: 4,718 shares; 2025Q4: 6,056 shares; 2026Q1: 5,760 shares 5,760 $683K 0.04% -296 Timeline DXJ 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: 4,437 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,515 shares; 2025Q3: 4,344 shares; 2025Q4: 4,284 shares; 2026Q1: 4,284 shares 4,284 $679K 0.04% 0 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: 14,203 shares; 2024Q4: 13,650 shares; 2025Q1: 12,420 shares; 2025Q2: 14,019 shares; 2025Q3: 11,821 shares; 2025Q4: 12,299 shares; 2026Q1: 12,965 shares 12,965 $674K 0.04% +666 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: 16,131 shares; 2024Q4: 15,366 shares; 2025Q1: 15,079 shares; 2025Q2: 14,468 shares; 2025Q3: 14,482 shares; 2025Q4: 14,145 shares; 2026Q1: 15,227 shares 15,227 $672K 0.04% +1,082 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,272 shares; 2025Q1: 2,458 shares; 2025Q2: 3,279 shares; 2025Q3: 3,321 shares; 2025Q4: 3,638 shares; 2026Q1: 3,224 shares 3,224 $670K 0.04% -414 Timeline FTBD 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: 29,787 shares; 2024Q4: 73,459 shares; 2025Q1: 28,471 shares; 2025Q2: 21,052 shares; 2025Q3: 18,652 shares; 2025Q4: 13,614 shares; 2026Q1: 13,614 shares 13,614 $669K 0.04% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 7,642 shares; 2025Q1: 8,040 shares; 2025Q2: 8,049 shares; 2025Q3: 8,089 shares; 2025Q4: 8,127 shares; 2026Q1: 8,174 shares 8,174 $668K 0.04% +47 Timeline KBWB 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: 9,017 shares; 2024Q4: 8,482 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares; 2025Q3: 8,444 shares; 2025Q4: 8,444 shares; 2026Q1: 8,444 shares 8,444 $668K 0.04% 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: 4,654 shares; 2024Q4: 4,633 shares; 2025Q1: 9,565 shares; 2025Q2: 4,356 shares; 2025Q3: 4,302 shares; 2025Q4: 5,650 shares; 2026Q1: 6,108 shares 6,108 $666K 0.04% +458 Timeline 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: 8,018 shares; 2024Q4: 8,043 shares; 2025Q1: 5,904 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 5,957 shares; 2026Q1: 5,794 shares 5,794 $665K 0.04% -163 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 7,622 shares; 2025Q1: 7,622 shares; 2025Q2: 7,659 shares; 2025Q3: 7,659 shares; 2025Q4: 7,023 shares; 2026Q1: 7,008 shares 7,008 $659K 0.04% -15 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,390 shares; 2024Q4: 31,398 shares; 2025Q1: 32,006 shares; 2025Q2: 33,215 shares; 2025Q3: 33,564 shares; 2025Q4: 32,564 shares; 2026Q1: 27,214 shares 27,214 $656K 0.04% -5,350 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: 9,589 shares; 2025Q4: 19,203 shares; 2026Q1: 24,955 shares 24,955 $655K 0.04% +5,752 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: 6,994 shares; 2024Q4: 7,231 shares; 2025Q1: 8,374 shares; 2025Q2: 8,856 shares; 2025Q3: 8,058 shares; 2025Q4: 8,214 shares; 2026Q1: 9,041 shares 9,041 $650K 0.04% +827 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,737 shares; 2025Q1: 2,518 shares; 2025Q2: 3,161 shares; 2025Q3: 3,014 shares; 2025Q4: 3,040 shares; 2026Q1: 3,264 shares 3,264 $650K 0.04% +224 Timeline ACWI 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: 2,180 shares; 2025Q3: 2,260 shares; 2025Q4: 4,581 shares; 2026Q1: 4,692 shares 4,692 $649K 0.04% +111 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,101 shares; 2026Q1: 1,646 shares 1,646 $649K 0.04% +545 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,081 shares; 2024Q4: 10,407 shares; 2025Q1: 9,406 shares; 2025Q2: 9,290 shares; 2025Q3: 8,937 shares; 2025Q4: 7,453 shares; 2026Q1: 6,989 shares 6,989 $648K 0.04% -464 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: 26,354 shares; 2024Q4: 24,132 shares; 2025Q1: 22,410 shares; 2025Q2: 17,954 shares; 2025Q3: 14,411 shares; 2025Q4: 13,436 shares; 2026Q1: 12,699 shares 12,699 $643K 0.04% -737 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,773 shares; 2024Q4: 44,773 shares; 2025Q1: 44,773 shares; 2025Q2: 44,773 shares; 2025Q3: 44,773 shares; 2025Q4: 44,773 shares; 2026Q1: 44,773 shares 44,773 $639K 0.04% 0 Timeline SCHI 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: 25,930 shares; 2024Q4: 30,172 shares; 2025Q1: 30,132 shares; 2025Q2: 30,107 shares; 2025Q3: 28,266 shares; 2025Q4: 28,219 shares; 2026Q1: 28,183 shares 28,183 $639K 0.04% -36 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: 2,674 shares; 2024Q4: 2,488 shares; 2025Q1: 2,835 shares; 2025Q2: 4,174 shares; 2025Q3: 4,386 shares; 2025Q4: 4,059 shares; 2026Q1: 2,628 shares 2,628 $639K 0.04% -1,431 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,237 shares; 2025Q1: 3,377 shares; 2025Q2: 3,377 shares; 2025Q3: 3,432 shares; 2025Q4: 3,458 shares; 2026Q1: 3,457 shares 3,457 $637K 0.04% -1 Timeline QLD 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: 4,754 shares; 2024Q4: 4,754 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 4,308 shares; 2025Q4: 10,251 shares; 2026Q1: 10,431 shares 10,431 $636K 0.04% +180 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: 1,163 shares; 2025Q2: 1,833 shares; 2025Q3: 2,098 shares; 2025Q4: 2,603 shares; 2026Q1: 3,048 shares 3,048 $634K 0.04% +445 Timeline UDOW 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: 10,852 shares; 2024Q4: 13,051 shares; 2025Q1: 15,127 shares; 2025Q2: 12,291 shares; 2025Q3: 2,022 shares; 2025Q4: 4,119 shares; 2026Q1: 12,609 shares 12,609 $633K 0.04% +8,490 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,892 shares; 2025Q4: 14,820 shares; 2026Q1: 19,946 shares 19,946 $630K 0.04% +5,126 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: 10,312 shares; 2024Q4: 10,050 shares; 2025Q1: 10,534 shares; 2025Q2: 9,579 shares; 2025Q3: 9,579 shares; 2025Q4: 10,455 shares; 2026Q1: 10,405 shares 10,405 $629K 0.04% -50 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 10,647 shares; 2025Q1: 10,647 shares; 2025Q2: 10,551 shares; 2025Q3: 10,549 shares; 2025Q4: 9,959 shares; 2026Q1: 9,959 shares 9,959 $629K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,641 shares; 2025Q3: 5,544 shares; 2025Q4: 6,959 shares; 2026Q1: 8,632 shares 8,632 $628K 0.04% +1,673 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 937 shares; 2025Q3: 913 shares; 2025Q4: 897 shares; 2026Q1: 898 shares 898 $626K 0.04% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,619 shares; 2025Q1: 4,279 shares; 2025Q2: 4,419 shares; 2025Q3: 4,192 shares; 2025Q4: 3,955 shares; 2026Q1: 4,284 shares 4,284 $625K 0.04% +329 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: 2,611 shares; 2024Q4: 2,669 shares; 2025Q1: 3,028 shares; 2025Q2: 3,069 shares; 2025Q3: 2,923 shares; 2025Q4: 3,375 shares; 2026Q1: 3,162 shares 3,162 $625K 0.04% -213 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,889 shares; 2025Q1: 3,922 shares; 2025Q2: 3,889 shares; 2025Q3: 3,908 shares; 2025Q4: 3,908 shares; 2026Q1: 3,908 shares 3,908 $615K 0.04% 0 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: 1,194 shares; 2024Q4: 1,228 shares; 2025Q1: 1,205 shares; 2025Q2: 1,352 shares; 2025Q3: 1,371 shares; 2025Q4: 1,454 shares; 2026Q1: 1,416 shares 1,416 $615K 0.04% -38 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 17,051 shares; 2025Q1: 17,051 shares; 2025Q2: 20,283 shares; 2025Q3: 22,750 shares; 2025Q4: 22,825 shares; 2026Q1: 23,466 shares 23,466 $613K 0.04% +641 Timeline SPHB 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: 5,172 shares; 2024Q4: 5,172 shares; 2025Q1: 5,172 shares; 2025Q2: 5,172 shares; 2025Q3: 5,172 shares; 2025Q4: 5,172 shares; 2026Q1: 5,172 shares 5,172 $600K 0.04% 0 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: 10,600 shares; 2024Q4: 10,825 shares; 2025Q1: 12,122 shares; 2025Q2: 13,504 shares; 2025Q3: 13,440 shares; 2025Q4: 13,074 shares; 2026Q1: 13,043 shares 13,043 $600K 0.04% -31 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,569 shares; 2025Q1: 13,569 shares; 2025Q2: 18,829 shares; 2025Q3: 19,321 shares; 2025Q4: 22,233 shares; 2026Q1: 24,597 shares 24,597 $596K 0.04% +2,364 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 8,292 shares; 2025Q1: 11,181 shares; 2025Q2: 12,115 shares; 2025Q3: 8,165 shares; 2025Q4: 7,427 shares; 2026Q1: 6,915 shares 6,915 $589K 0.04% -512 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: 5,152 shares; 2024Q4: 5,152 shares; 2025Q1: 6,726 shares; 2025Q2: 11,679 shares; 2025Q3: 11,630 shares; 2025Q4: 11,873 shares; 2026Q1: 10,716 shares 10,716 $580K 0.04% -1,157 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: 8,155 shares; 2024Q4: 7,067 shares; 2025Q1: 11,031 shares; 2025Q2: 7,386 shares; 2025Q3: 6,716 shares; 2025Q4: 7,040 shares; 2026Q1: 7,062 shares 7,062 $579K 0.04% +22 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 4,434 shares; 2025Q3: 3,082 shares; 2025Q4: 3,571 shares; 2026Q1: 3,924 shares 3,924 $574K 0.04% +353 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 927 shares; 2025Q1: 877 shares; 2025Q2: 1,395 shares; 2025Q3: 1,251 shares; 2025Q4: 821 shares; 2026Q1: 839 shares 839 $573K 0.04% +18 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 9,789 shares; 2025Q1: 10,752 shares; 2025Q2: 9,250 shares; 2025Q3: 9,182 shares; 2025Q4: 8,573 shares; 2026Q1: 6,918 shares 6,918 $571K 0.04% -1,655 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,012 shares; 2025Q1: 2,198 shares; 2025Q2: 2,284 shares; 2025Q3: 2,400 shares; 2025Q4: 1,685 shares; 2026Q1: 1,671 shares 1,671 $571K 0.04% -14 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,913 shares; 2025Q1: 6,857 shares; 2025Q2: 6,728 shares; 2025Q3: 6,764 shares; 2025Q4: 6,535 shares; 2026Q1: 6,509 shares 6,509 $570K 0.04% -26 Timeline VFH 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: 5,123 shares; 2024Q4: 5,103 shares; 2025Q1: 4,851 shares; 2025Q2: 4,794 shares; 2025Q3: 4,880 shares; 2025Q4: 4,831 shares; 2026Q1: 4,700 shares 4,700 $568K 0.04% -131 Timeline EIPI 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: 20,888 shares; 2024Q4: 24,255 shares; 2025Q1: 25,192 shares; 2025Q2: 25,207 shares; 2025Q3: 25,230 shares; 2025Q4: 25,073 shares; 2026Q1: 25,148 shares 25,148 $566K 0.04% +75 Timeline MOTI 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: 19,788 shares; 2024Q4: 18,231 shares; 2025Q1: 18,231 shares; 2025Q2: 18,231 shares; 2025Q3: 18,231 shares; 2025Q4: 17,397 shares; 2026Q1: 16,472 shares 16,472 $563K 0.04% -925 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,810 shares; 2025Q2: 1,896 shares; 2025Q3: 1,992 shares; 2025Q4: 2,345 shares; 2026Q1: 2,436 shares 2,436 $561K 0.04% +91 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: 1,885 shares; 2024Q4: 1,822 shares; 2025Q1: 1,666 shares; 2025Q2: 1,758 shares; 2025Q3: 1,679 shares; 2025Q4: 1,644 shares; 2026Q1: 1,575 shares 1,575 $561K 0.03% -69 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,336 shares; 2025Q1: 2,209 shares; 2025Q2: 2,125 shares; 2025Q3: 1,856 shares; 2025Q4: 1,763 shares; 2026Q1: 1,701 shares 1,701 $559K 0.03% -62 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: 3,460 shares; 2024Q4: 3,284 shares; 2025Q1: 3,276 shares; 2025Q2: 3,363 shares; 2025Q3: 3,320 shares; 2025Q4: 3,531 shares; 2026Q1: 3,579 shares 3,579 $556K 0.03% +48 Timeline RYLD 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: 49,318 shares; 2024Q4: 51,617 shares; 2025Q1: 56,138 shares; 2025Q2: 56,360 shares; 2025Q3: 59,468 shares; 2025Q4: 54,871 shares; 2026Q1: 37,116 shares 37,116 $555K 0.03% -17,755 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 423 shares; 2025Q1: 456 shares; 2025Q2: 990 shares; 2025Q3: 1,095 shares; 2025Q4: 1,093 shares; 2026Q1: 1,523 shares 1,523 $554K 0.03% +430 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,404 shares; 2024Q4: 7,487 shares; 2025Q1: 7,132 shares; 2025Q2: 7,876 shares; 2025Q3: 5,848 shares; 2025Q4: 5,343 shares; 2026Q1: 4,527 shares 4,527 $549K 0.03% -816 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: 1,464 shares; 2024Q4: 1,356 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,252 shares; 2025Q4: 1,925 shares; 2026Q1: 2,560 shares 2,560 $547K 0.03% +635 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,519 shares 2,519 $546K 0.03% new 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: 4,203 shares; 2024Q4: 4,056 shares; 2025Q1: 4,395 shares; 2025Q2: 4,551 shares; 2025Q3: 4,639 shares; 2025Q4: 4,651 shares; 2026Q1: 4,893 shares 4,893 $545K 0.03% +242 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 7,576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,768 shares 8,768 $542K 0.03% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,792 shares; 2024Q4: 25,792 shares; 2025Q1: 26,292 shares; 2025Q2: 34,292 shares; 2025Q3: 34,292 shares; 2025Q4: 29,408 shares; 2026Q1: 29,600 shares 29,600 $540K 0.03% +192 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,224 shares; 2024Q4: 13,748 shares; 2025Q1: 16,525 shares; 2025Q2: 16,876 shares; 2025Q3: 18,563 shares; 2025Q4: 17,651 shares; 2026Q1: 10,036 shares 10,036 $536K 0.03% -7,615 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: 24,050 shares; 2025Q4: 24,513 shares; 2026Q1: 25,267 shares 25,267 $534K 0.03% +754 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,638 shares; 2025Q1: 1,688 shares; 2025Q2: 1,460 shares; 2025Q3: 1,847 shares; 2025Q4: 1,770 shares; 2026Q1: 1,544 shares 1,544 $533K 0.03% -226 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 8,397 shares; 2025Q4: 8,097 shares; 2026Q1: 8,141 shares 8,141 $533K 0.03% +44 Timeline BNDP VANGUARD QUANTITATIVE FDS More: the full row for VANGUARD QUANTITATIVE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,130 shares 7,130 $531K 0.03% new Timeline VMBS 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: 12,087 shares; 2024Q4: 11,284 shares; 2025Q1: 11,143 shares; 2025Q2: 10,149 shares; 2025Q3: 10,337 shares; 2025Q4: 10,223 shares; 2026Q1: 11,275 shares 11,275 $529K 0.03% +1,052 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,004 shares; 2025Q1: 7,037 shares; 2025Q2: 8,419 shares; 2025Q3: 9,345 shares; 2025Q4: 10,301 shares; 2026Q1: 11,061 shares 11,061 $526K 0.03% +760 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 10,976 shares; 2025Q4: 10,976 shares; 2026Q1: 20,959 shares 20,959 $521K 0.03% +9,983 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 100 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 91 shares; 2025Q4: 101 shares; 2026Q1: 123 shares 123 $519K 0.03% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 312 shares; 2025Q4: 251 shares; 2026Q1: 350 shares 350 $516K 0.03% +99 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: 8,861 shares; 2024Q4: 8,838 shares; 2025Q1: 9,073 shares; 2025Q2: 10,908 shares; 2025Q3: 10,378 shares; 2025Q4: 10,088 shares; 2026Q1: 12,096 shares 12,096 $515K 0.03% +2,008 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 1,635 shares; 2025Q3: 1,276 shares; 2025Q4: 1,493 shares; 2026Q1: 2,633 shares 2,633 $514K 0.03% +1,140 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,367 shares; 2025Q1: 3,846 shares; 2025Q2: 4,277 shares; 2025Q3: 4,713 shares; 2025Q4: 5,235 shares; 2026Q1: 3,526 shares 3,526 $514K 0.03% -1,709 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,057 shares; 2024Q4: 133,257 shares; 2025Q1: 133,257 shares; 2025Q2: 130,257 shares; 2025Q3: 130,257 shares; 2025Q4: 106,257 shares; 2026Q1: 105,197 shares 105,197 $512K 0.03% -1,060 Timeline OEF 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: 776 shares; 2025Q3: 874 shares; 2025Q4: 1,635 shares; 2026Q1: 1,607 shares 1,607 $511K 0.03% -28 Timeline FMHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,574 shares; 2026Q1: 10,750 shares 10,750 $511K 0.03% +1,176 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,285 shares; 2026Q1: 2,506 shares 2,506 $509K 0.03% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares 3,882 $508K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 447 shares; 2025Q4: 502 shares; 2026Q1: 1,163 shares 1,163 $508K 0.03% +661 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,652 shares; 2025Q1: 6,652 shares; 2025Q2: 6,652 shares; 2025Q3: 6,661 shares; 2025Q4: 6,661 shares; 2026Q1: 6,675 shares 6,675 $503K 0.03% +14 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,426 shares; 2024Q4: 7,476 shares; 2025Q1: 13,141 shares; 2025Q2: 9,256 shares; 2025Q3: 13,134 shares; 2025Q4: 10,097 shares; 2026Q1: 7,935 shares 7,935 $498K 0.03% -2,162 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,720 shares; 2025Q1: 4,477 shares; 2025Q2: 4,513 shares; 2025Q3: 4,741 shares; 2025Q4: 4,446 shares; 2026Q1: 4,397 shares 4,397 $498K 0.03% -49 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 12,584 shares; 2026Q1: 12,651 shares 12,651 $496K 0.03% +67 Timeline FMDE 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: 13,739 shares 13,739 $494K 0.03% 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: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 3,043 shares; 2025Q2: 2,217 shares; 2025Q3: 2,043 shares; 2025Q4: 2,350 shares; 2026Q1: 2,382 shares 2,382 $494K 0.03% +32 Timeline DBEF DBX ETF TR More: the full row for DBX 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: 9,998 shares; 2026Q1: 9,998 shares 9,998 $494K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,871 shares; 2024Q4: 7,134 shares; 2025Q1: 7,396 shares; 2025Q2: 7,613 shares; 2025Q3: 7,616 shares; 2025Q4: 7,828 shares; 2026Q1: 7,927 shares 7,927 $490K 0.03% +99 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: 3,195 shares; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 5,406 shares; 2025Q3: 7,150 shares; 2025Q4: 8,126 shares; 2026Q1: 8,002 shares 8,002 $490K 0.03% -124 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 529 shares; 2025Q3: 696 shares; 2025Q4: not reported; 2026Q1: 988 shares 988 $488K 0.03% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,951 shares; 2024Q4: 13,523 shares; 2025Q1: 13,574 shares; 2025Q2: 13,544 shares; 2025Q3: 13,526 shares; 2025Q4: 13,584 shares; 2026Q1: 13,764 shares 13,764 $488K 0.03% +180 Timeline CATH 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: 5,442 shares; 2024Q4: 6,042 shares; 2025Q1: 6,094 shares; 2025Q2: 6,109 shares; 2025Q3: 6,124 shares; 2025Q4: 6,150 shares; 2026Q1: 6,242 shares 6,242 $488K 0.03% +92 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares; 2025Q4: 1,522 shares; 2026Q1: 2,957 shares 2,957 $487K 0.03% +1,435 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 1,252 shares; 2025Q3: 1,819 shares; 2025Q4: 2,653 shares; 2026Q1: 3,650 shares 3,650 $486K 0.03% +997 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,471 shares; 2025Q1: 1,738 shares; 2025Q2: 2,042 shares; 2025Q3: 2,285 shares; 2025Q4: 2,398 shares; 2026Q1: 2,548 shares 2,548 $483K 0.03% +150 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 9,317 shares; 2025Q1: 8,924 shares; 2025Q2: 8,926 shares; 2025Q3: 9,871 shares; 2025Q4: 9,395 shares; 2026Q1: 8,921 shares 8,921 $481K 0.03% -474 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,899 shares; 2025Q1: 2,916 shares; 2025Q2: 2,862 shares; 2025Q3: 2,921 shares; 2025Q4: 2,932 shares; 2026Q1: 2,140 shares 2,140 $481K 0.03% -792 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: 6,636 shares; 2024Q4: 6,462 shares; 2025Q1: 6,495 shares; 2025Q2: 7,409 shares; 2025Q3: 7,936 shares; 2025Q4: 7,883 shares; 2026Q1: 8,203 shares 8,203 $480K 0.03% +320 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,986 shares; 2025Q4: 14,185 shares; 2026Q1: 13,489 shares 13,489 $478K 0.03% -696 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,329 shares 1,329 $477K 0.03% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,337 shares; 2025Q3: 12,648 shares; 2025Q4: 20,028 shares; 2026Q1: 20,483 shares 20,483 $476K 0.03% +455 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 32,621 shares; 2025Q1: 34,424 shares; 2025Q2: 32,847 shares; 2025Q3: 30,557 shares; 2025Q4: 32,668 shares; 2026Q1: 38,996 shares 38,996 $475K 0.03% +6,328 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,888 shares; 2025Q3: 2,390 shares; 2025Q4: 2,516 shares; 2026Q1: 4,583 shares 4,583 $475K 0.03% +2,067 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 5,197 shares 5,197 $473K 0.03% +817 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,992 shares; 2025Q1: 4,001 shares; 2025Q2: 4,566 shares; 2025Q3: 5,450 shares; 2025Q4: 5,617 shares; 2026Q1: 6,561 shares 6,561 $464K 0.03% +944 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: 4,228 shares; 2024Q4: 4,302 shares; 2025Q1: 5,316 shares; 2025Q2: 5,782 shares; 2025Q3: 5,658 shares; 2025Q4: 5,894 shares; 2026Q1: 6,907 shares 6,907 $459K 0.03% +1,013 Timeline FBCG 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: 8,937 shares; 2026Q1: 9,146 shares 9,146 $458K 0.03% +209 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 13,098 shares; 2025Q1: 13,237 shares; 2025Q2: 13,208 shares; 2025Q3: 12,830 shares; 2025Q4: 12,905 shares; 2026Q1: 12,612 shares 12,612 $456K 0.03% -293 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: 8,349 shares; 2024Q4: 7,463 shares; 2025Q1: 7,599 shares; 2025Q2: 7,211 shares; 2025Q3: 7,086 shares; 2025Q4: 7,086 shares; 2026Q1: 7,249 shares 7,249 $453K 0.03% +163 Timeline ACWX 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: 6,619 shares 6,619 $453K 0.03% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,240 shares; 2026Q1: 17,207 shares 17,207 $452K 0.03% +1,967 Timeline SCHC 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: 15,333 shares; 2024Q4: 13,962 shares; 2025Q1: 13,838 shares; 2025Q2: 13,640 shares; 2025Q3: 10,821 shares; 2025Q4: 10,838 shares; 2026Q1: 9,618 shares 9,618 $450K 0.03% -1,220 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 12,735 shares; 2025Q1: 11,205 shares; 2025Q2: 10,740 shares; 2025Q3: 10,580 shares; 2025Q4: 10,570 shares; 2026Q1: 10,730 shares 10,730 $448K 0.03% +160 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: 4,146 shares; 2024Q4: 4,106 shares; 2025Q1: 4,722 shares; 2025Q2: 4,676 shares; 2025Q3: 4,410 shares; 2025Q4: 4,407 shares; 2026Q1: 4,427 shares 4,427 $446K 0.03% +20 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: 13,769 shares; 2024Q4: 14,603 shares; 2025Q1: 15,523 shares; 2025Q2: 15,879 shares; 2025Q3: 18,490 shares; 2025Q4: 20,265 shares; 2026Q1: 23,077 shares 23,077 $445K 0.03% +2,812 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 1,908 shares; 2025Q1: 1,882 shares; 2025Q2: 2,230 shares; 2025Q3: 2,195 shares; 2025Q4: 2,176 shares; 2026Q1: 2,248 shares 2,248 $443K 0.03% +72 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 6,118 shares; 2025Q3: 6,163 shares; 2025Q4: 7,188 shares; 2026Q1: 6,392 shares 6,392 $443K 0.03% -796 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,288 shares; 2024Q4: 81,331 shares; 2025Q1: 79,874 shares; 2025Q2: 79,920 shares; 2025Q3: 77,892 shares; 2025Q4: 75,825 shares; 2026Q1: 75,825 shares 75,825 $442K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,651 shares; 2025Q4: 1,781 shares; 2026Q1: 2,254 shares 2,254 $442K 0.03% +473 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,212 shares; 2025Q1: 3,159 shares; 2025Q2: 3,086 shares; 2025Q3: 2,598 shares; 2025Q4: 2,239 shares; 2026Q1: 2,177 shares 2,177 $437K 0.03% -62 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 9,398 shares; 2025Q3: 8,343 shares; 2025Q4: 12,122 shares; 2026Q1: 17,604 shares 17,604 $435K 0.03% +5,482 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,538 shares; 2025Q1: 4,473 shares; 2025Q2: 3,411 shares; 2025Q3: 5,050 shares; 2025Q4: 5,436 shares; 2026Q1: 5,764 shares 5,764 $434K 0.03% +328 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: 1,481 shares; 2026Q1: 1,604 shares 1,604 $434K 0.03% +123 Timeline IBTG 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: 16,432 shares; 2025Q3: 17,157 shares; 2025Q4: 17,601 shares; 2026Q1: 18,833 shares 18,833 $432K 0.03% +1,232 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,006 shares; 2024Q4: 8,591 shares; 2025Q1: 8,484 shares; 2025Q2: 8,607 shares; 2025Q3: 8,427 shares; 2025Q4: 7,990 shares; 2026Q1: 8,081 shares 8,081 $431K 0.03% +91 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,340 shares; 2025Q1: 3,150 shares; 2025Q2: 3,146 shares; 2025Q3: 3,035 shares; 2025Q4: 2,568 shares; 2026Q1: 2,549 shares 2,549 $431K 0.03% -19 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA 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: 1,714 shares 1,714 $429K 0.03% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,731 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,884 shares; 2025Q4: 2,957 shares; 2026Q1: 3,036 shares 3,036 $426K 0.03% +79 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: 4,288 shares; 2024Q4: 3,504 shares; 2025Q1: 4,744 shares; 2025Q2: 4,512 shares; 2025Q3: 4,432 shares; 2025Q4: 4,882 shares; 2026Q1: 4,882 shares 4,882 $423K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 8,343 shares; 2025Q1: 8,471 shares; 2025Q2: 7,680 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares; 2026Q1: 3,844 shares 3,844 $419K 0.03% -3,196 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 2,566 shares 2,566 $417K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,827 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,881 shares; 2025Q4: 1,888 shares; 2026Q1: 1,894 shares 1,894 $414K 0.03% +6 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,390 shares; 2024Q4: 23,139 shares; 2025Q1: 22,707 shares; 2025Q2: 22,220 shares; 2025Q3: 20,561 shares; 2025Q4: 19,221 shares; 2026Q1: 18,261 shares 18,261 $412K 0.03% -960 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: 1,562 shares; 2024Q4: 1,717 shares; 2025Q1: 1,929 shares; 2025Q2: 1,751 shares; 2025Q3: 1,491 shares; 2025Q4: 1,444 shares; 2026Q1: 1,496 shares 1,496 $412K 0.03% +52 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 5,489 shares; 2025Q1: 6,031 shares; 2025Q2: 6,380 shares; 2025Q3: 7,958 shares; 2025Q4: 8,256 shares; 2026Q1: 7,825 shares 7,825 $411K 0.03% -431 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,257 shares; 2024Q4: 72,771 shares; 2025Q1: 68,020 shares; 2025Q2: 65,362 shares; 2025Q3: 42,451 shares; 2025Q4: 42,384 shares; 2026Q1: 26,328 shares 26,328 $411K 0.03% -16,056 Timeline BAB 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: 18,970 shares; 2024Q4: 18,970 shares; 2025Q1: 15,213 shares; 2025Q2: 15,213 shares; 2025Q3: 15,213 shares; 2025Q4: 15,213 shares; 2026Q1: 15,213 shares 15,213 $410K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,079 shares; 2025Q1: 3,503 shares; 2025Q2: 3,588 shares; 2025Q3: 3,155 shares; 2025Q4: 3,084 shares; 2026Q1: 3,119 shares 3,119 $408K 0.03% +35 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 3,509 shares 3,509 $405K 0.03% +1,127 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,488 shares; 2025Q2: 1,700 shares; 2025Q3: 1,836 shares; 2025Q4: 1,978 shares; 2026Q1: 2,062 shares 2,062 $404K 0.03% +84 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,346 shares; 2025Q3: 1,356 shares; 2025Q4: 1,681 shares; 2026Q1: 1,577 shares 1,577 $401K 0.03% -104 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,708 shares; 2024Q4: 22,652 shares; 2025Q1: 17,095 shares; 2025Q2: 16,591 shares; 2025Q3: 16,591 shares; 2025Q4: 24,717 shares; 2026Q1: 24,717 shares 24,717 $400K 0.02% 0 Timeline FLRN 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: 6,674 shares; 2025Q2: 8,143 shares; 2025Q3: 10,874 shares; 2025Q4: 12,516 shares; 2026Q1: 12,881 shares 12,881 $396K 0.02% +365 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: 486 shares; 2025Q3: 595 shares; 2025Q4: 622 shares; 2026Q1: 535 shares 535 $395K 0.02% -87 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,283 shares; 2025Q1: 3,958 shares; 2025Q2: 3,876 shares; 2025Q3: 3,887 shares; 2025Q4: 3,920 shares; 2026Q1: 4,204 shares 4,204 $395K 0.02% +284 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,210 shares; 2024Q4: 11,835 shares; 2025Q1: 11,835 shares; 2025Q2: 11,335 shares; 2025Q3: 9,960 shares; 2025Q4: 10,480 shares; 2026Q1: 10,765 shares 10,765 $393K 0.02% +285 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,500 shares; 2025Q1: 1,309 shares; 2025Q2: 1,654 shares; 2025Q3: 1,660 shares; 2025Q4: 1,901 shares; 2026Q1: 1,446 shares 1,446 $392K 0.02% -455 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,330 shares; 2025Q3: 8,392 shares; 2025Q4: 8,497 shares; 2026Q1: 8,586 shares 8,586 $391K 0.02% +89 Timeline