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: 14,325 shares; 2024Q4: 14,249 shares; 2025Q1: 158,694 shares; 2025Q2: 16,443 shares; 2025Q3: 238,141 shares; 2025Q4: 249,657 shares; 2026Q1: 252,254 shares 252,254 $80.9M 11.4% +2,597 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,793 shares; 2024Q4: 369,703 shares; 2025Q1: 286,625 shares; 2025Q2: 287,846 shares; 2025Q3: 301,860 shares; 2025Q4: 302,631 shares; 2026Q1: 384,338 shares 384,338 $42.4M 5.98% +81,707 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: 36,040 shares; 2024Q4: 36,365 shares; 2025Q1: 40,990 shares; 2025Q2: 40,905 shares; 2025Q3: 40,759 shares; 2025Q4: 49,743 shares; 2026Q1: 55,754 shares 55,754 $24.4M 3.43% +6,011 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,868 shares; 2024Q4: 69,054 shares; 2025Q1: 78,228 shares; 2025Q2: 88,333 shares; 2025Q3: 92,502 shares; 2025Q4: 115,377 shares; 2026Q1: 114,010 shares 114,010 $22.4M 3.15% -1,367 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: 20,707 shares; 2024Q4: 57,048 shares; 2025Q1: 100,554 shares; 2025Q2: 56,488 shares; 2025Q3: 105,474 shares; 2025Q4: 105,756 shares; 2026Q1: 124,491 shares 124,491 $21.7M 3.06% +18,735 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: 43,366 shares; 2024Q4: 69,666 shares; 2025Q1: 63,101 shares; 2025Q2: 59,838 shares; 2025Q3: 62,101 shares; 2025Q4: 68,388 shares; 2026Q1: 77,054 shares 77,054 $19.6M 2.75% +8,666 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: not reported; 2024Q4: not reported; 2025Q1: 130,265 shares; 2025Q2: not reported; 2025Q3: 206,130 shares; 2025Q4: 208,816 shares; 2026Q1: 207,374 shares 207,374 $15.6M 2.19% -1,442 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: 7,883 shares; 2024Q4: 8,253 shares; 2025Q1: 18,862 shares; 2025Q2: 6,541 shares; 2025Q3: 23,466 shares; 2025Q4: 23,768 shares; 2026Q1: 23,741 shares 23,741 $15.4M 2.17% -27 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287,075 shares; 2025Q2: not reported; 2025Q3: 520,469 shares; 2025Q4: 484,138 shares; 2026Q1: 473,747 shares 473,747 $14.7M 2.07% -10,391 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,466 shares 113,466 $11.3M 1.59% new 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: not reported; 2024Q4: not reported; 2025Q1: 35,936 shares; 2025Q2: 3,087 shares; 2025Q3: 72,952 shares; 2025Q4: 133,202 shares; 2026Q1: 139,047 shares 139,047 $10.2M 1.44% +5,845 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 19,766 shares; 2025Q1: 56,500 shares; 2025Q2: 59,296 shares; 2025Q3: 60,871 shares; 2025Q4: 105,966 shares; 2026Q1: 114,676 shares 114,676 $10.1M 1.42% +8,710 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347,415 shares; 2025Q2: not reported; 2025Q3: 602,576 shares; 2025Q4: 596,583 shares; 2026Q1: 604,163 shares 604,163 $9.46M 1.33% +7,580 Timeline IGIB 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: 206,041 shares; 2024Q4: 204,118 shares; 2025Q1: 194,239 shares; 2025Q2: 188,203 shares; 2025Q3: 182,788 shares; 2025Q4: 181,177 shares; 2026Q1: 176,996 shares 176,996 $9.42M 1.33% -4,181 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,329 shares; 2024Q4: 7,232 shares; 2025Q1: 9,650 shares; 2025Q2: 8,349 shares; 2025Q3: 12,133 shares; 2025Q4: 13,769 shares; 2026Q1: 14,066 shares 14,066 $9.19M 1.29% +297 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: 3,677 shares; 2024Q4: 11,428 shares; 2025Q1: 154,619 shares; 2025Q2: 12,867 shares; 2025Q3: 249,640 shares; 2025Q4: 285,665 shares; 2026Q1: 281,991 shares 281,991 $8.65M 1.22% -3,674 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,929 shares; 2024Q4: 15,798 shares; 2025Q1: 15,980 shares; 2025Q2: 29,295 shares; 2025Q3: 39,620 shares; 2025Q4: 42,887 shares; 2026Q1: 93,707 shares 93,707 $8.59M 1.21% +50,820 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 115,844 shares 115,844 $8.3M 1.17% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,554 shares 142,554 $8.26M 1.16% new Timeline SLQD 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: 78,548 shares; 2025Q2: not reported; 2025Q3: 135,360 shares; 2025Q4: 156,820 shares; 2026Q1: 159,906 shares 159,906 $8.07M 1.14% +3,086 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 11,819 shares; 2025Q1: 15,146 shares; 2025Q2: 13,250 shares; 2025Q3: 15,265 shares; 2025Q4: 15,547 shares; 2026Q1: 21,291 shares 21,291 $7.88M 1.11% +5,744 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: 21,388 shares; 2024Q4: 30,842 shares; 2025Q1: 34,309 shares; 2025Q2: 32,235 shares; 2025Q3: 32,801 shares; 2025Q4: 34,172 shares; 2026Q1: 36,970 shares 36,970 $7.7M 1.08% +2,798 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,564 shares; 2025Q1: 14,516 shares; 2025Q2: 12,530 shares; 2025Q3: 12,882 shares; 2025Q4: 13,340 shares; 2026Q1: 12,516 shares 12,516 $7.48M 1.05% -824 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: 4,915 shares; 2024Q4: 11,886 shares; 2025Q1: 15,858 shares; 2025Q2: 13,046 shares; 2025Q3: 15,019 shares; 2025Q4: 15,345 shares; 2026Q1: 19,527 shares 19,527 $6.04M 0.85% +4,182 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,289 shares 132,289 $5.9M 0.83% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,703 shares; 2024Q4: 43,155 shares; 2025Q1: 43,374 shares; 2025Q2: 43,455 shares; 2025Q3: 52,834 shares; 2025Q4: 54,438 shares; 2026Q1: 58,802 shares 58,802 $5.4M 0.76% +4,364 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: 5,654 shares; 2024Q4: 16,951 shares; 2025Q1: 15,178 shares; 2025Q2: 15,867 shares; 2025Q3: 15,891 shares; 2025Q4: 16,304 shares; 2026Q1: 18,155 shares 18,155 $5.21M 0.73% +1,851 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: 1,578 shares; 2024Q4: 1,933 shares; 2025Q1: 2,331 shares; 2025Q2: 1,665 shares; 2025Q3: 2,274 shares; 2025Q4: 4,859 shares; 2026Q1: 4,724 shares 4,724 $4.71M 0.66% -135 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: 43,235 shares; 2024Q4: 43,720 shares; 2025Q1: 47,059 shares; 2025Q2: 46,965 shares; 2025Q3: 61,610 shares; 2025Q4: 96,724 shares; 2026Q1: 93,264 shares 93,264 $4.63M 0.65% -3,460 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,846 shares; 2025Q2: not reported; 2025Q3: 381,462 shares; 2025Q4: 341,495 shares; 2026Q1: 368,573 shares 368,573 $4.54M 0.64% +27,078 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: 3,849 shares; 2024Q4: 4,270 shares; 2025Q1: 4,877 shares; 2025Q2: 4,763 shares; 2025Q3: 4,952 shares; 2025Q4: 5,310 shares; 2026Q1: 7,860 shares 7,860 $4.54M 0.64% +2,550 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: 6,350 shares; 2024Q4: 12,729 shares; 2025Q1: 11,356 shares; 2025Q2: 11,103 shares; 2025Q3: 11,202 shares; 2025Q4: 11,094 shares; 2026Q1: 14,728 shares 14,728 $4.24M 0.6% +3,634 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: 35,659 shares; 2024Q4: 45,520 shares; 2025Q1: 27,191 shares; 2025Q2: 27,095 shares; 2025Q3: 28,383 shares; 2025Q4: 29,614 shares; 2026Q1: 24,774 shares 24,774 $4.2M 0.59% -4,840 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: 19,381 shares; 2024Q4: 20,671 shares; 2025Q1: 38,215 shares; 2025Q2: 35,117 shares; 2025Q3: 36,772 shares; 2025Q4: 34,484 shares; 2026Q1: 32,952 shares 32,952 $4.1M 0.58% -1,532 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,433 shares; 2024Q4: 90,012 shares; 2025Q1: 89,929 shares; 2025Q2: 95,713 shares; 2025Q3: 94,534 shares; 2025Q4: 94,706 shares; 2026Q1: 91,810 shares 91,810 $3.58M 0.5% -2,896 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: 8,620 shares; 2024Q4: 10,580 shares; 2025Q1: 12,356 shares; 2025Q2: 12,175 shares; 2025Q3: 12,460 shares; 2025Q4: 13,494 shares; 2026Q1: 13,664 shares 13,664 $3.34M 0.47% +170 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: 197,153 shares; 2026Q1: 198,150 shares 198,150 $3.29M 0.46% +997 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2025Q4: not reported; 2026Q1: 52,993 shares 52,993 $3.28M 0.46% new Timeline IWY 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: 12,640 shares 12,640 $3.15M 0.44% new 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: 1,229 shares; 2024Q4: 3,075 shares; 2025Q1: 7,225 shares; 2025Q2: 5,035 shares; 2025Q3: 7,468 shares; 2025Q4: 8,880 shares; 2026Q1: 14,585 shares 14,585 $3.08M 0.43% +5,705 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: 11,900 shares; 2024Q4: 12,457 shares; 2025Q1: 19,789 shares; 2025Q2: 19,921 shares; 2025Q3: 19,691 shares; 2025Q4: 15,055 shares; 2026Q1: 14,205 shares 14,205 $3.06M 0.43% -850 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: 40,349 shares; 2024Q4: 2,010 shares; 2025Q1: 50,029 shares; 2025Q2: 45,413 shares; 2025Q3: 60,689 shares; 2025Q4: 61,640 shares; 2026Q1: 62,417 shares 62,417 $3M 0.42% +777 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: 8,434 shares; 2024Q4: 8,607 shares; 2025Q1: 11,873 shares; 2025Q2: 11,823 shares; 2025Q3: 16,395 shares; 2025Q4: 18,693 shares; 2026Q1: 19,811 shares 19,811 $2.82M 0.4% +1,118 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: 2,930 shares; 2024Q4: 4,790 shares; 2025Q1: 5,306 shares; 2025Q2: 5,065 shares; 2025Q3: 5,415 shares; 2025Q4: 5,593 shares; 2026Q1: 7,439 shares 7,439 $2.77M 0.39% +1,846 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 13,853 shares; 2025Q1: 13,021 shares; 2025Q2: 11,827 shares; 2025Q3: 12,395 shares; 2025Q4: 19,621 shares; 2026Q1: 45,206 shares 45,206 $2.67M 0.38% +25,585 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: 1,661 shares; 2024Q4: 2,209 shares; 2025Q1: 2,560 shares; 2025Q2: 6,694 shares; 2025Q3: 8,689 shares; 2025Q4: 6,404 shares; 2026Q1: 9,820 shares 9,820 $2.66M 0.37% +3,416 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,497 shares; 2025Q2: 81,673 shares; 2025Q3: 86,007 shares; 2025Q4: 105,563 shares; 2026Q1: 107,088 shares 107,088 $2.65M 0.37% +1,525 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: 10,699 shares; 2024Q4: 10,694 shares; 2025Q1: 10,652 shares; 2025Q2: 12,493 shares; 2025Q3: 12,548 shares; 2025Q4: 12,628 shares; 2026Q1: 12,848 shares 12,848 $2.64M 0.37% +220 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: 4,734 shares; 2024Q4: 5,970 shares; 2025Q1: 6,753 shares; 2025Q2: 6,305 shares; 2025Q3: 6,450 shares; 2025Q4: 7,447 shares; 2026Q1: 8,481 shares 8,481 $2.49M 0.35% +1,034 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,502 shares; 2025Q1: 59,302 shares; 2025Q2: 56,448 shares; 2025Q3: 56,212 shares; 2025Q4: 54,923 shares; 2026Q1: 54,997 shares 54,997 $2.4M 0.34% +74 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 44,466 shares; 2025Q1: 43,486 shares; 2025Q2: 42,325 shares; 2025Q3: 41,459 shares; 2025Q4: 40,594 shares; 2026Q1: 40,007 shares 40,007 $2.39M 0.34% -587 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: 9,353 shares; 2024Q4: 18,712 shares; 2025Q1: 16,746 shares; 2025Q2: 16,387 shares; 2025Q3: 17,317 shares; 2025Q4: 31,601 shares; 2026Q1: 34,496 shares 34,496 $2.36M 0.33% +2,895 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 3,645 shares; 2025Q1: 4,009 shares; 2025Q2: 4,079 shares; 2025Q3: 4,133 shares; 2025Q4: 4,550 shares; 2026Q1: 4,810 shares 4,810 $2.31M 0.32% +260 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,753 shares; 2024Q4: 18,062 shares; 2025Q1: 18,204 shares; 2025Q2: 17,791 shares; 2025Q3: 16,738 shares; 2025Q4: 17,419 shares; 2026Q1: 18,663 shares 18,663 $2.25M 0.32% +1,244 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,782 shares 40,782 $2.22M 0.31% new 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: 61,919 shares; 2024Q4: 62,073 shares; 2025Q1: 62,218 shares; 2025Q2: 68,597 shares; 2025Q3: 67,460 shares; 2025Q4: 67,827 shares; 2026Q1: 65,301 shares 65,301 $2.21M 0.31% -2,526 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: 34,390 shares; 2024Q4: 42,647 shares; 2025Q1: 40,910 shares; 2025Q2: 40,944 shares; 2025Q3: 39,869 shares; 2025Q4: 72,220 shares; 2026Q1: 74,102 shares 74,102 $2.15M 0.3% +1,882 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,892 shares; 2025Q1: 4,441 shares; 2025Q2: 4,468 shares; 2025Q3: 5,158 shares; 2025Q4: 6,014 shares; 2026Q1: 4,925 shares 4,925 $2.12M 0.3% -1,089 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: 46,151 shares 46,151 $2.04M 0.29% new 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: 5,789 shares; 2024Q4: 6,521 shares; 2025Q1: 6,719 shares; 2025Q2: 5,791 shares; 2025Q3: 5,735 shares; 2025Q4: 6,091 shares; 2026Q1: 6,725 shares 6,725 $2.03M 0.29% +634 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,050 shares; 2024Q4: 25,050 shares; 2025Q1: 56,705 shares; 2025Q2: 59,030 shares; 2025Q3: 67,285 shares; 2025Q4: 83,806 shares; 2026Q1: 86,319 shares 86,319 $2.01M 0.28% +2,513 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: not reported; 2024Q4: not reported; 2025Q1: 41,701 shares; 2025Q2: 42,206 shares; 2025Q3: 41,522 shares; 2025Q4: 41,934 shares; 2026Q1: 41,793 shares 41,793 $1.97M 0.28% -141 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,958 shares; 2025Q3: 14,944 shares; 2025Q4: 28,771 shares; 2026Q1: 33,379 shares 33,379 $1.94M 0.27% +4,608 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 5,382 shares; 2025Q1: 5,556 shares; 2025Q2: 5,703 shares; 2025Q3: 5,878 shares; 2025Q4: 6,471 shares; 2026Q1: 6,896 shares 6,896 $1.93M 0.27% +425 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: not reported; 2024Q4: 23,430 shares; 2025Q1: 23,717 shares; 2025Q2: 24,158 shares; 2025Q3: 23,480 shares; 2025Q4: 24,114 shares; 2026Q1: 25,541 shares 25,541 $1.8M 0.25% +1,427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,024 shares; 2025Q3: 13,355 shares; 2025Q4: 23,825 shares; 2026Q1: 25,689 shares 25,689 $1.79M 0.25% +1,864 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: 8,511 shares; 2024Q4: 9,780 shares; 2025Q1: 13,930 shares; 2025Q2: 13,020 shares; 2025Q3: 13,225 shares; 2025Q4: 13,822 shares; 2026Q1: 14,301 shares 14,301 $1.78M 0.25% +479 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: 5,756 shares; 2024Q4: 7,978 shares; 2025Q1: 7,927 shares; 2025Q2: 7,486 shares; 2025Q3: 7,717 shares; 2025Q4: 8,208 shares; 2026Q1: 8,162 shares 8,162 $1.78M 0.25% -46 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: 3,317 shares; 2024Q4: 3,270 shares; 2025Q1: 8,817 shares; 2025Q2: 2,661 shares; 2025Q3: 8,901 shares; 2025Q4: 8,913 shares; 2026Q1: 18,072 shares 18,072 $1.77M 0.25% +9,159 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: 4,979 shares; 2024Q4: 7,042 shares; 2025Q1: 7,872 shares; 2025Q2: 6,808 shares; 2025Q3: 11,862 shares; 2025Q4: 11,760 shares; 2026Q1: 11,983 shares 11,983 $1.73M 0.24% +223 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: 3,273 shares; 2024Q4: 3,753 shares; 2025Q1: 4,227 shares; 2025Q2: 3,615 shares; 2025Q3: 3,747 shares; 2025Q4: 3,727 shares; 2026Q1: 3,683 shares 3,683 $1.71M 0.24% -44 Timeline CGGG 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: not reported; 2025Q4: 57,512 shares; 2026Q1: 67,020 shares 67,020 $1.7M 0.24% +9,508 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: 3,928 shares; 2024Q4: 4,349 shares; 2025Q1: 4,410 shares; 2025Q2: 5,613 shares; 2025Q3: 5,800 shares; 2025Q4: 5,782 shares; 2026Q1: 6,769 shares 6,769 $1.68M 0.24% +987 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,280 shares; 2025Q3: 43,842 shares; 2025Q4: 47,856 shares; 2026Q1: 41,035 shares 41,035 $1.67M 0.24% -6,821 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: 10,273 shares; 2024Q4: 10,392 shares; 2025Q1: 14,860 shares; 2025Q2: 14,570 shares; 2025Q3: 15,890 shares; 2025Q4: 16,399 shares; 2026Q1: 28,495 shares 28,495 $1.67M 0.23% +12,096 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: 7,982 shares; 2024Q4: 8,452 shares; 2025Q1: 22,423 shares; 2025Q2: 22,434 shares; 2025Q3: 25,970 shares; 2025Q4: 29,617 shares; 2026Q1: 28,199 shares 28,199 $1.66M 0.23% -1,418 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: 766 shares; 2024Q4: 1,974 shares; 2025Q1: 2,245 shares; 2025Q2: 2,041 shares; 2025Q3: 2,067 shares; 2025Q4: 2,090 shares; 2026Q1: 2,303 shares 2,303 $1.63M 0.23% +213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,811 shares; 2025Q3: 32,044 shares; 2025Q4: 36,746 shares; 2026Q1: 37,452 shares 37,452 $1.59M 0.22% +706 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,642 shares; 2025Q1: 17,580 shares; 2025Q2: 16,896 shares; 2025Q3: 16,948 shares; 2025Q4: 16,875 shares; 2026Q1: 16,834 shares 16,834 $1.55M 0.22% -41 Timeline SMLF 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: 17,964 shares; 2026Q1: 20,525 shares 20,525 $1.55M 0.22% +2,561 Timeline FELC 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: 36,501 shares; 2026Q1: 41,573 shares 41,573 $1.51M 0.21% +5,072 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 27,783 shares; 2026Q1: 75,783 shares 75,783 $1.5M 0.21% +48,000 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,450 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,127 shares; 2026Q1: 5,179 shares 5,179 $1.47M 0.21% +4,052 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: not reported; 2024Q4: 17,440 shares; 2025Q1: 17,143 shares; 2025Q2: 16,220 shares; 2025Q3: 15,851 shares; 2025Q4: 15,884 shares; 2026Q1: 15,718 shares 15,718 $1.46M 0.21% -166 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: 14,537 shares; 2024Q4: 15,132 shares; 2025Q1: 15,532 shares; 2025Q2: 14,959 shares; 2025Q3: 15,003 shares; 2025Q4: 14,517 shares; 2026Q1: 14,982 shares 14,982 $1.46M 0.2% +465 Timeline GARP 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: 3,943 shares; 2025Q1: 4,028 shares; 2025Q2: 16,398 shares; 2025Q3: 18,099 shares; 2025Q4: 21,892 shares; 2026Q1: 22,371 shares 22,371 $1.43M 0.2% +479 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: 6,527 shares; 2024Q4: 13,917 shares; 2025Q1: 14,051 shares; 2025Q2: 14,159 shares; 2025Q3: 14,195 shares; 2025Q4: 17,763 shares; 2026Q1: 21,593 shares 21,593 $1.42M 0.2% +3,830 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: 355 shares; 2024Q4: 1,699 shares; 2025Q1: 2,346 shares; 2025Q2: 2,367 shares; 2025Q3: 2,433 shares; 2025Q4: 2,450 shares; 2026Q1: 2,475 shares 2,475 $1.42M 0.2% +25 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,632 shares; 2025Q4: 3,426 shares; 2026Q1: 4,098 shares 4,098 $1.38M 0.2% +672 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,433 shares; 2024Q4: 39,985 shares; 2025Q1: 39,120 shares; 2025Q2: 39,171 shares; 2025Q3: 38,877 shares; 2025Q4: 38,164 shares; 2026Q1: 37,552 shares 37,552 $1.38M 0.19% -612 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 32,885 shares; 2025Q1: 24,251 shares; 2025Q2: 15,779 shares; 2025Q3: 16,603 shares; 2025Q4: 14,298 shares; 2026Q1: 12,691 shares 12,691 $1.37M 0.19% -1,607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,241 shares 9,241 $1.37M 0.19% new 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: 21,999 shares; 2024Q4: 22,024 shares; 2025Q1: 22,024 shares; 2025Q2: 22,353 shares; 2025Q3: 22,353 shares; 2025Q4: 22,738 shares; 2026Q1: 33,277 shares 33,277 $1.37M 0.19% +10,539 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: 5,064 shares; 2025Q2: 5,169 shares; 2025Q3: 5,550 shares; 2025Q4: 5,099 shares; 2026Q1: 9,150 shares 9,150 $1.34M 0.19% +4,051 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: 37,490 shares; 2024Q4: 40,650 shares; 2025Q1: 48,192 shares; 2025Q2: 47,401 shares; 2025Q3: 65,057 shares; 2025Q4: 65,513 shares; 2026Q1: 65,737 shares 65,737 $1.27M 0.18% +224 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: 39,723 shares; 2025Q1: 39,313 shares; 2025Q2: 38,860 shares; 2025Q3: 37,695 shares; 2025Q4: 37,413 shares; 2026Q1: 37,219 shares 37,219 $1.26M 0.18% -194 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,136 shares; 2024Q4: 45,536 shares; 2025Q1: 54,923 shares; 2025Q2: 54,923 shares; 2025Q3: 55,530 shares; 2025Q4: 78,620 shares; 2026Q1: 78,549 shares 78,549 $1.25M 0.18% -71 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 3,214 shares; 2025Q1: 4,110 shares; 2025Q2: 5,644 shares; 2025Q3: 6,205 shares; 2025Q4: 5,627 shares; 2026Q1: 6,413 shares 6,413 $1.23M 0.17% +786 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,889 shares; 2025Q1: 2,043 shares; 2025Q2: 1,868 shares; 2025Q3: 1,982 shares; 2025Q4: 1,983 shares; 2026Q1: 1,962 shares 1,962 $1.21M 0.17% -21 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: 883 shares; 2024Q4: 769 shares; 2025Q1: 1,070 shares; 2025Q2: 1,073 shares; 2025Q3: 1,287 shares; 2025Q4: 1,447 shares; 2026Q1: 1,315 shares 1,315 $1.21M 0.17% -132 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,103 shares; 2024Q4: 25,321 shares; 2025Q1: 26,862 shares; 2025Q2: 24,138 shares; 2025Q3: 23,126 shares; 2025Q4: 21,885 shares; 2026Q1: 21,245 shares 21,245 $1.21M 0.17% -640 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: 8,316 shares; 2024Q4: 10,452 shares; 2025Q1: 10,836 shares; 2025Q2: 9,632 shares; 2025Q3: 11,008 shares; 2025Q4: 10,715 shares; 2026Q1: 10,620 shares 10,620 $1.2M 0.17% -95 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,525 shares; 2024Q4: 16,915 shares; 2025Q1: 17,955 shares; 2025Q2: 18,748 shares; 2025Q3: 18,790 shares; 2025Q4: 15,305 shares; 2026Q1: 23,795 shares 23,795 $1.19M 0.17% +8,490 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,418 shares; 2026Q1: 19,519 shares 19,519 $1.18M 0.17% +101 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: 7,346 shares; 2024Q4: 3,763 shares; 2025Q1: 3,911 shares; 2025Q2: 3,634 shares; 2025Q3: 3,563 shares; 2025Q4: 4,559 shares; 2026Q1: 5,684 shares 5,684 $1.18M 0.17% +1,125 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 19,891 shares; 2025Q1: 19,975 shares; 2025Q2: 22,650 shares; 2025Q3: 25,200 shares; 2025Q4: 25,851 shares; 2026Q1: 27,693 shares 27,693 $1.17M 0.16% +1,842 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,036 shares; 2025Q3: 2,310 shares; 2025Q4: 2,929 shares; 2026Q1: 3,027 shares 3,027 $1.16M 0.16% +98 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: 9,555 shares; 2024Q4: 9,623 shares; 2025Q1: 9,908 shares; 2025Q2: 15,594 shares; 2025Q3: 13,553 shares; 2025Q4: 13,609 shares; 2026Q1: 21,416 shares 21,416 $1.16M 0.16% +7,807 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: 1,726 shares; 2024Q4: 2,369 shares; 2025Q1: 2,354 shares; 2025Q2: 2,286 shares; 2025Q3: 2,351 shares; 2025Q4: 3,136 shares; 2026Q1: 3,703 shares 3,703 $1.15M 0.16% +567 Timeline XME 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: 8,280 shares; 2024Q4: 9,568 shares; 2025Q1: 9,761 shares; 2025Q2: 10,367 shares; 2025Q3: 10,280 shares; 2025Q4: 10,608 shares; 2026Q1: 10,610 shares 10,610 $1.15M 0.16% +2 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: 3,378 shares; 2024Q4: 4,153 shares; 2025Q1: 5,502 shares; 2025Q2: 4,224 shares; 2025Q3: 5,755 shares; 2025Q4: 4,868 shares; 2026Q1: 5,498 shares 5,498 $1.12M 0.16% +630 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,354 shares; 2024Q4: 40,360 shares; 2025Q1: 34,922 shares; 2025Q2: 34,063 shares; 2025Q3: 33,651 shares; 2025Q4: 33,932 shares; 2026Q1: 32,446 shares 32,446 $1.1M 0.16% -1,486 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 2,121 shares; 2025Q1: 2,714 shares; 2025Q2: 2,051 shares; 2025Q3: 2,524 shares; 2025Q4: 2,466 shares; 2026Q1: 3,346 shares 3,346 $1.1M 0.16% +880 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: 3,837 shares; 2024Q4: 7,514 shares; 2025Q1: 7,309 shares; 2025Q2: 7,189 shares; 2025Q3: 6,857 shares; 2025Q4: 5,981 shares; 2026Q1: 5,480 shares 5,480 $1.09M 0.15% -501 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,581 shares; 2025Q1: 3,435 shares; 2025Q2: 3,956 shares; 2025Q3: 3,762 shares; 2025Q4: 4,322 shares; 2026Q1: 4,338 shares 4,338 $1.09M 0.15% +16 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: 13,343 shares; 2024Q4: 14,527 shares; 2025Q1: 14,742 shares; 2025Q2: 8,120 shares; 2025Q3: 8,064 shares; 2025Q4: 17,648 shares; 2026Q1: 17,709 shares 17,709 $1.08M 0.15% +61 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,438 shares; 2024Q4: 15,159 shares; 2025Q1: 15,668 shares; 2025Q2: 17,159 shares; 2025Q3: 20,609 shares; 2025Q4: 18,818 shares; 2026Q1: 21,433 shares 21,433 $1.07M 0.15% +2,615 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: 7,555 shares; 2024Q4: 14,928 shares; 2025Q1: 18,277 shares; 2025Q2: 15,602 shares; 2025Q3: 17,132 shares; 2025Q4: 15,675 shares; 2026Q1: 15,695 shares 15,695 $1.06M 0.15% +20 Timeline NLR 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: 7,320 shares; 2025Q1: 7,445 shares; 2025Q2: 7,580 shares; 2025Q3: 7,498 shares; 2025Q4: 7,733 shares; 2026Q1: 7,783 shares 7,783 $1.04M 0.15% +50 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: not reported; 2024Q4: 1,445 shares; 2025Q1: 1,707 shares; 2025Q2: 1,639 shares; 2025Q3: 1,653 shares; 2025Q4: 1,763 shares; 2026Q1: 1,832 shares 1,832 $1.03M 0.15% +69 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 603 shares; 2025Q3: 856 shares; 2025Q4: 1,173 shares; 2026Q1: 2,892 shares 2,892 $1.03M 0.15% +1,719 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,116 shares; 2025Q2: 1,047 shares; 2025Q3: 2,160 shares; 2025Q4: 3,755 shares; 2026Q1: 4,287 shares 4,287 $1.03M 0.14% +532 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: not reported; 2024Q4: 10,568 shares; 2025Q1: 10,472 shares; 2025Q2: 11,161 shares; 2025Q3: 11,292 shares; 2025Q4: 11,079 shares; 2026Q1: 10,973 shares 10,973 $1.03M 0.14% -106 Timeline CHGX 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: not reported; 2025Q3: 31,267 shares; 2025Q4: 38,628 shares; 2026Q1: 38,249 shares 38,249 $1.03M 0.14% -379 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,102 shares; 2025Q2: 9,400 shares; 2025Q3: 10,302 shares; 2025Q4: 15,610 shares; 2026Q1: 22,349 shares 22,349 $1.02M 0.14% +6,739 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: not reported; 2024Q4: 6,160 shares; 2025Q1: 13,335 shares; 2025Q2: 12,962 shares; 2025Q3: 13,013 shares; 2025Q4: 12,605 shares; 2026Q1: 14,382 shares 14,382 $1.01M 0.14% +1,777 Timeline IBD 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: 27,228 shares; 2024Q4: 28,443 shares; 2025Q1: 28,934 shares; 2025Q2: 28,126 shares; 2025Q3: 29,034 shares; 2025Q4: 33,110 shares; 2026Q1: 41,960 shares 41,960 $1M 0.14% +8,850 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: 949 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,078 shares; 2025Q3: 1,071 shares; 2025Q4: 10,740 shares; 2026Q1: 10,081 shares 10,081 $969K 0.14% -659 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: 1,174 shares; 2024Q4: 1,993 shares; 2025Q1: 2,117 shares; 2025Q2: 1,796 shares; 2025Q3: 1,849 shares; 2025Q4: 6,526 shares; 2026Q1: 6,574 shares 6,574 $967K 0.14% +48 Timeline FELG 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: 14,161 shares; 2025Q2: 13,775 shares; 2025Q3: 20,728 shares; 2025Q4: 21,495 shares; 2026Q1: 25,701 shares 25,701 $964K 0.14% +4,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,671 shares; 2025Q3: 13,393 shares; 2025Q4: 14,210 shares; 2026Q1: 14,265 shares 14,265 $941K 0.13% +55 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: not reported; 2025Q4: 26,204 shares; 2026Q1: 29,686 shares 29,686 $937K 0.13% +3,482 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: 770 shares; 2024Q4: 870 shares; 2025Q1: 1,384 shares; 2025Q2: 999 shares; 2025Q3: 1,406 shares; 2025Q4: 1,798 shares; 2026Q1: 3,262 shares 3,262 $937K 0.13% +1,464 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: 8,257 shares; 2024Q4: 12,441 shares; 2025Q1: 9,924 shares; 2025Q2: 11,662 shares; 2025Q3: 12,858 shares; 2025Q4: 17,826 shares; 2026Q1: 18,263 shares 18,263 $917K 0.13% +437 Timeline HUSV 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: 24,683 shares; 2025Q1: 24,699 shares; 2025Q2: 24,997 shares; 2025Q3: 23,702 shares; 2025Q4: 23,969 shares; 2026Q1: 23,634 shares 23,634 $906K 0.13% -335 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 10,729 shares; 2025Q1: 16,774 shares; 2025Q2: 19,166 shares; 2025Q3: 18,956 shares; 2025Q4: 17,493 shares; 2026Q1: 17,860 shares 17,860 $899K 0.13% +367 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: 542 shares; 2024Q4: 755 shares; 2025Q1: 900 shares; 2025Q2: 829 shares; 2025Q3: 834 shares; 2025Q4: 1,030 shares; 2026Q1: 1,031 shares 1,031 $873K 0.12% +1 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,646 shares; 2026Q1: 26,480 shares 26,480 $873K 0.12% +3,834 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: 6,869 shares; 2024Q4: 6,875 shares; 2025Q1: 6,714 shares; 2025Q2: 6,500 shares; 2025Q3: 6,398 shares; 2025Q4: 5,995 shares; 2026Q1: 5,938 shares 5,938 $867K 0.12% -57 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,490 shares; 2025Q1: 6,466 shares; 2025Q2: 5,658 shares; 2025Q3: 5,553 shares; 2025Q4: 5,464 shares; 2026Q1: 5,415 shares 5,415 $835K 0.12% -49 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,645 shares; 2025Q3: 2,840 shares; 2025Q4: 2,927 shares; 2026Q1: 2,928 shares 2,928 $825K 0.12% +1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: not reported; 2025Q1: 3,333 shares; 2025Q2: 3,309 shares; 2025Q3: 3,396 shares; 2025Q4: 3,643 shares; 2026Q1: 3,384 shares 3,384 $820K 0.12% -259 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,604 shares; 2024Q4: 15,016 shares; 2025Q1: 15,424 shares; 2025Q2: 15,506 shares; 2025Q3: 15,188 shares; 2025Q4: 15,348 shares; 2026Q1: 15,462 shares 15,462 $814K 0.11% +114 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: 13,157 shares; 2024Q4: 39,471 shares; 2025Q1: 33,687 shares; 2025Q2: 33,687 shares; 2025Q3: 33,687 shares; 2025Q4: 31,787 shares; 2026Q1: 31,787 shares 31,787 $798K 0.11% 0 Timeline STIP 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: 7,797 shares; 2024Q4: 9,038 shares; 2025Q1: 8,905 shares; 2025Q2: 9,122 shares; 2025Q3: 8,283 shares; 2025Q4: 7,880 shares; 2026Q1: 7,708 shares 7,708 $797K 0.11% -172 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,143 shares; 2024Q4: 15,232 shares; 2025Q1: 15,390 shares; 2025Q2: 15,301 shares; 2025Q3: 15,675 shares; 2025Q4: 16,787 shares; 2026Q1: 16,247 shares 16,247 $796K 0.11% -540 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares; 2026Q1: 3,634 shares 3,634 $795K 0.11% +1,599 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,414 shares; 2025Q1: 1,524 shares; 2025Q2: 1,438 shares; 2025Q3: 1,440 shares; 2025Q4: 1,291 shares; 2026Q1: 1,571 shares 1,571 $785K 0.11% +280 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,206 shares; 2025Q1: 3,684 shares; 2025Q2: 3,689 shares; 2025Q3: 3,629 shares; 2025Q4: 3,767 shares; 2026Q1: 7,146 shares 7,146 $767K 0.11% +3,379 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: 4,745 shares; 2024Q4: 10,773 shares; 2025Q1: 10,954 shares; 2025Q2: 13,619 shares; 2025Q3: 13,475 shares; 2025Q4: 14,723 shares; 2026Q1: 14,807 shares 14,807 $746K 0.11% +84 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,377 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 2,186 shares; 2025Q4: 5,786 shares; 2026Q1: 5,908 shares 5,908 $741K 0.1% +122 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 5,477 shares; 2025Q1: 5,477 shares; 2025Q2: 5,477 shares; 2025Q3: 5,555 shares; 2025Q4: 7,362 shares; 2026Q1: 7,725 shares 7,725 $721K 0.1% +363 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: 5,172 shares; 2024Q4: 10,546 shares; 2025Q1: 9,608 shares; 2025Q2: 8,371 shares; 2025Q3: 8,281 shares; 2025Q4: 8,089 shares; 2026Q1: 7,983 shares 7,983 $715K 0.1% -106 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 3,859 shares; 2025Q3: 3,784 shares; 2025Q4: 3,972 shares; 2026Q1: 3,967 shares 3,967 $707K 0.1% -5 Timeline LMBS 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: 13,970 shares; 2025Q1: 13,962 shares; 2025Q2: 14,186 shares; 2025Q3: 14,335 shares; 2025Q4: 14,305 shares; 2026Q1: 14,193 shares 14,193 $707K 0.1% -112 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 3,412 shares; 2025Q2: 3,060 shares; 2025Q3: 3,075 shares; 2025Q4: 3,040 shares; 2026Q1: 3,019 shares 3,019 $707K 0.1% -21 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: 9,743 shares; 2024Q4: 15,957 shares; 2025Q1: 16,954 shares; 2025Q2: 14,096 shares; 2025Q3: 13,906 shares; 2025Q4: 11,373 shares; 2026Q1: 11,285 shares 11,285 $706K 0.1% -88 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,821 shares 75,821 $692K 0.1% new Timeline FMF 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: 12,851 shares; 2025Q1: 12,733 shares; 2025Q2: 13,288 shares; 2025Q3: 13,659 shares; 2025Q4: 13,696 shares; 2026Q1: 13,624 shares 13,624 $690K 0.1% -72 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares 3,486 $690K 0.1% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,143 shares; 2025Q1: 2,297 shares; 2025Q2: 2,317 shares; 2025Q3: 2,316 shares; 2025Q4: 4,586 shares; 2026Q1: 5,198 shares 5,198 $686K 0.1% +612 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: not reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: not reported; 2025Q3: 26,139 shares; 2025Q4: 25,543 shares; 2026Q1: 23,209 shares 23,209 $676K 0.1% -2,334 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,121 shares 2,121 $675K 0.1% new 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: 7,247 shares; 2025Q1: 7,229 shares; 2025Q2: 7,376 shares; 2025Q3: 7,857 shares; 2025Q4: 7,703 shares; 2026Q1: 7,629 shares 7,629 $663K 0.09% -74 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 3,161 shares; 2025Q1: 3,163 shares; 2025Q2: 3,123 shares; 2025Q3: 3,004 shares; 2025Q4: 2,961 shares; 2026Q1: 2,713 shares 2,713 $663K 0.09% -248 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: 1,165 shares; 2024Q4: 1,329 shares; 2025Q1: 2,374 shares; 2025Q2: 2,626 shares; 2025Q3: 3,127 shares; 2025Q4: 1,564 shares; 2026Q1: 4,971 shares 4,971 $661K 0.09% +3,407 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: 2,424 shares; 2024Q4: 3,116 shares; 2025Q1: 3,028 shares; 2025Q2: 2,886 shares; 2025Q3: 2,821 shares; 2025Q4: 3,238 shares; 2026Q1: 3,948 shares 3,948 $653K 0.09% +710 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: 804 shares; 2024Q4: 4,982 shares; 2025Q1: 1,016 shares; 2025Q2: 1,064 shares; 2025Q3: 1,100 shares; 2025Q4: 1,094 shares; 2026Q1: 1,063 shares 1,063 $643K 0.09% -31 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: not reported; 2024Q4: 7,414 shares; 2025Q1: 7,483 shares; 2025Q2: 6,537 shares; 2025Q3: 8,066 shares; 2025Q4: 12,569 shares; 2026Q1: 12,642 shares 12,642 $640K 0.09% +73 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,791 shares; 2024Q4: 18,299 shares; 2025Q1: 19,574 shares; 2025Q2: 20,028 shares; 2025Q3: 19,011 shares; 2025Q4: 19,422 shares; 2026Q1: 18,379 shares 18,379 $631K 0.09% -1,043 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,263 shares; 2025Q2: not reported; 2025Q3: 4,346 shares; 2025Q4: 11,085 shares; 2026Q1: 11,825 shares 11,825 $625K 0.09% +740 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,164 shares; 2025Q1: 44,351 shares; 2025Q2: 44,457 shares; 2025Q3: 44,565 shares; 2025Q4: 35,891 shares; 2026Q1: 35,891 shares 35,891 $614K 0.09% 0 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: 2,880 shares; 2024Q4: 2,951 shares; 2025Q1: 2,893 shares; 2025Q2: 2,932 shares; 2025Q3: 5,041 shares; 2025Q4: 5,229 shares; 2026Q1: 4,214 shares 4,214 $612K 0.09% -1,015 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: 2,545 shares; 2024Q4: 2,759 shares; 2025Q1: 2,828 shares; 2025Q2: 2,846 shares; 2025Q3: 2,895 shares; 2025Q4: 2,982 shares; 2026Q1: 3,161 shares 3,161 $610K 0.09% +179 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,670 shares; 2025Q1: 5,734 shares; 2025Q2: 11,039 shares; 2025Q3: 11,032 shares; 2025Q4: 13,008 shares; 2026Q1: 12,839 shares 12,839 $596K 0.08% -169 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 10,419 shares; 2025Q1: 11,752 shares; 2025Q2: 11,191 shares; 2025Q3: 9,752 shares; 2025Q4: 11,525 shares; 2026Q1: 11,678 shares 11,678 $595K 0.08% +153 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: 5,356 shares; 2024Q4: 6,741 shares; 2025Q1: 9,084 shares; 2025Q2: 8,343 shares; 2025Q3: 7,536 shares; 2025Q4: 7,767 shares; 2026Q1: 7,741 shares 7,741 $589K 0.08% -26 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,543 shares; 2024Q4: 16,810 shares; 2025Q1: 17,823 shares; 2025Q2: 17,823 shares; 2025Q3: 17,692 shares; 2025Q4: 17,347 shares; 2026Q1: 17,388 shares 17,388 $578K 0.08% +41 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: 2,007 shares; 2024Q4: 1,969 shares; 2025Q1: 1,991 shares; 2025Q2: 1,725 shares; 2025Q3: 1,843 shares; 2025Q4: 1,867 shares; 2026Q1: 1,891 shares 1,891 $572K 0.08% +24 Timeline FIIG 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: 24,670 shares; 2025Q1: 24,371 shares; 2025Q2: 26,813 shares; 2025Q3: 27,406 shares; 2025Q4: 27,658 shares; 2026Q1: 27,433 shares 27,433 $569K 0.08% -225 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 6,192 shares; 2025Q1: 6,606 shares; 2025Q2: 6,548 shares; 2025Q3: 6,388 shares; 2025Q4: 6,405 shares; 2026Q1: 6,292 shares 6,292 $569K 0.08% -113 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: 2,922 shares; 2024Q4: 3,007 shares; 2025Q1: 3,289 shares; 2025Q2: 3,191 shares; 2025Q3: 3,237 shares; 2025Q4: 3,252 shares; 2026Q1: 3,611 shares 3,611 $561K 0.08% +359 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: 5,372 shares; 2024Q4: 5,466 shares; 2025Q1: 5,613 shares; 2025Q2: 5,533 shares; 2025Q3: 5,534 shares; 2025Q4: 6,476 shares; 2026Q1: 6,485 shares 6,485 $553K 0.08% +9 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,957 shares; 2025Q2: 19,323 shares; 2025Q3: 22,848 shares; 2025Q4: 18,259 shares; 2026Q1: 19,620 shares 19,620 $552K 0.08% +1,361 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,328 shares; 2024Q4: 35,283 shares; 2025Q1: 36,926 shares; 2025Q2: not reported; 2025Q3: 38,161 shares; 2025Q4: 39,972 shares; 2026Q1: 39,979 shares 39,979 $551K 0.08% +7 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,874 shares; 2025Q1: 2,137 shares; 2025Q2: not reported; 2025Q3: 2,341 shares; 2025Q4: 2,906 shares; 2026Q1: 4,401 shares 4,401 $549K 0.08% +1,495 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,780 shares 2,780 $548K 0.08% new Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,378 shares; 2025Q3: 14,106 shares; 2025Q4: 15,751 shares; 2026Q1: 15,892 shares 15,892 $548K 0.08% +141 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 425 shares; 2025Q3: 398 shares; 2025Q4: 408 shares; 2026Q1: 414 shares 414 $548K 0.08% +6 Timeline BIBL 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: 10,830 shares; 2024Q4: 10,868 shares; 2025Q1: 10,916 shares; 2025Q2: 10,999 shares; 2025Q3: 10,944 shares; 2025Q4: 11,681 shares; 2026Q1: 11,614 shares 11,614 $548K 0.08% -67 Timeline LGOV 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: 23,600 shares; 2025Q1: 23,263 shares; 2025Q2: 25,942 shares; 2025Q3: 25,744 shares; 2025Q4: 25,506 shares; 2026Q1: 25,335 shares 25,335 $546K 0.08% -171 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,331 shares; 2025Q3: 6,930 shares; 2025Q4: 8,650 shares; 2026Q1: 8,649 shares 8,649 $543K 0.08% -1 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: 12,075 shares; 2024Q4: 14,435 shares; 2025Q1: 14,745 shares; 2025Q2: 14,722 shares; 2025Q3: 14,625 shares; 2025Q4: 14,992 shares; 2026Q1: 9,774 shares 9,774 $540K 0.08% -5,218 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 7,820 shares; 2026Q1: 9,801 shares 9,801 $538K 0.08% +1,981 Timeline FEP 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: 9,678 shares; 2025Q1: 9,683 shares; 2025Q2: 9,772 shares; 2025Q3: 10,069 shares; 2025Q4: 9,923 shares; 2026Q1: 9,826 shares 9,826 $537K 0.08% -97 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,479 shares; 2025Q1: 3,102 shares; 2025Q2: 3,382 shares; 2025Q3: 3,236 shares; 2025Q4: 3,444 shares; 2026Q1: 3,563 shares 3,563 $536K 0.08% +119 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: 2,996 shares; 2025Q1: 3,228 shares; 2025Q2: 3,131 shares; 2025Q3: 3,188 shares; 2025Q4: 4,135 shares; 2026Q1: 4,354 shares 4,354 $535K 0.08% +219 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,708 shares; 2024Q4: 136,913 shares; 2025Q1: 144,915 shares; 2025Q2: 152,664 shares; 2025Q3: 5,272 shares; 2025Q4: 5,389 shares; 2026Q1: 5,222 shares 5,222 $534K 0.08% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,600 shares 4,600 $528K 0.07% +300 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,682 shares; 2025Q1: 6,882 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 7,286 shares; 2026Q1: 7,260 shares 7,260 $528K 0.07% -26 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 1,404 shares; 2025Q2: 810 shares; 2025Q3: 1,871 shares; 2025Q4: 1,748 shares; 2026Q1: 1,741 shares 1,741 $526K 0.07% -7 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,387 shares; 2025Q2: 30,420 shares; 2025Q3: 28,896 shares; 2025Q4: 28,921 shares; 2026Q1: 30,139 shares 30,139 $522K 0.07% +1,218 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 7,973 shares; 2025Q1: 8,088 shares; 2025Q2: 7,804 shares; 2025Q3: 5,461 shares; 2025Q4: 5,576 shares; 2026Q1: 5,574 shares 5,574 $518K 0.07% -2 Timeline FAAR 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: not reported; 2024Q4: 14,258 shares; 2025Q1: 14,257 shares; 2025Q2: 14,896 shares; 2025Q3: 15,205 shares; 2025Q4: 15,447 shares; 2026Q1: 15,298 shares 15,298 $516K 0.07% -149 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 12,635 shares; 2025Q1: 10,930 shares; 2025Q2: 10,628 shares; 2025Q3: 10,628 shares; 2025Q4: 10,643 shares; 2026Q1: 10,445 shares 10,445 $511K 0.07% -198 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: 3,676 shares; 2024Q4: 5,031 shares; 2025Q1: 4,836 shares; 2025Q2: 4,703 shares; 2025Q3: 5,112 shares; 2025Q4: 5,944 shares; 2026Q1: 5,596 shares 5,596 $507K 0.07% -348 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: not reported; 2025Q4: 8,419 shares; 2026Q1: 10,083 shares 10,083 $505K 0.07% +1,664 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,142 shares; 2025Q4: 14,659 shares; 2026Q1: 7,321 shares 7,321 $499K 0.07% -7,338 Timeline FSIG 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: 25,643 shares; 2025Q1: 25,612 shares; 2025Q2: 26,141 shares; 2025Q3: 26,171 shares; 2025Q4: 26,318 shares; 2026Q1: 26,138 shares 26,138 $495K 0.07% -180 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 10,257 shares; 2025Q1: 10,373 shares; 2025Q2: 10,095 shares; 2025Q3: 9,846 shares; 2025Q4: 9,654 shares; 2026Q1: 9,727 shares 9,727 $494K 0.07% +73 Timeline SIL 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: 4,835 shares; 2025Q3: 4,840 shares; 2025Q4: 4,745 shares; 2026Q1: 5,425 shares 5,425 $489K 0.07% +680 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $473K 0.07% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,330 shares; 2026Q1: 8,492 shares 8,492 $471K 0.07% +1,162 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: not reported; 2024Q4: not reported; 2025Q1: 5,067 shares; 2025Q2: not reported; 2025Q3: 6,582 shares; 2025Q4: not reported; 2026Q1: 4,399 shares 4,399 $466K 0.07% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 2,431 shares; 2025Q1: 2,643 shares; 2025Q2: 2,665 shares; 2025Q3: 2,633 shares; 2025Q4: 2,690 shares; 2026Q1: 2,216 shares 2,216 $466K 0.07% -474 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 3,924 shares; 2026Q1: 4,595 shares 4,595 $463K 0.07% +671 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,873 shares; 2025Q1: 9,562 shares; 2025Q2: 8,869 shares; 2025Q3: 8,869 shares; 2025Q4: 8,869 shares; 2026Q1: 9,848 shares 9,848 $453K 0.06% +979 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 2,672 shares; 2025Q1: 2,572 shares; 2025Q2: 2,006 shares; 2025Q3: 1,971 shares; 2025Q4: 1,903 shares; 2026Q1: 1,913 shares 1,913 $452K 0.06% +10 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,275 shares; 2025Q1: 5,465 shares; 2025Q2: 5,998 shares; 2025Q3: 5,898 shares; 2025Q4: 6,072 shares; 2026Q1: 6,124 shares 6,124 $450K 0.06% +52 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 3,143 shares; 2025Q1: 2,918 shares; 2025Q2: 2,168 shares; 2025Q3: 2,295 shares; 2025Q4: 2,399 shares; 2026Q1: 2,170 shares 2,170 $450K 0.06% -229 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: 5,976 shares; 2024Q4: 6,484 shares; 2025Q1: 7,077 shares; 2025Q2: 6,517 shares; 2025Q3: 6,988 shares; 2025Q4: 6,951 shares; 2026Q1: 6,968 shares 6,968 $447K 0.06% +17 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: 12,645 shares; 2024Q4: 12,734 shares; 2025Q1: 14,349 shares; 2025Q2: 10,034 shares; 2025Q3: 10,759 shares; 2025Q4: 11,046 shares; 2026Q1: 8,783 shares 8,783 $438K 0.06% -2,263 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,139 shares; 2025Q4: 1,268 shares; 2026Q1: 1,277 shares 1,277 $437K 0.06% +9 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 310 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $436K 0.06% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,230 shares 12,230 $434K 0.06% new Timeline FTGS 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: 7,967 shares; 2025Q1: 7,941 shares; 2025Q2: 11,445 shares; 2025Q3: 12,710 shares; 2025Q4: 12,705 shares; 2026Q1: 12,705 shares 12,705 $433K 0.06% 0 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: 2,394 shares; 2024Q4: 2,426 shares; 2025Q1: 2,436 shares; 2025Q2: 3,486 shares; 2025Q3: 3,183 shares; 2025Q4: 3,285 shares; 2026Q1: 3,899 shares 3,899 $430K 0.06% +614 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: not reported; 2024Q4: 744 shares; 2025Q1: 2,411 shares; 2025Q2: 765 shares; 2025Q3: 2,475 shares; 2025Q4: 2,294 shares; 2026Q1: 2,109 shares 2,109 $429K 0.06% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,129 shares; 2025Q4: 2,593 shares; 2026Q1: 2,661 shares 2,661 $427K 0.06% +68 Timeline FENI 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: 11,767 shares; 2025Q2: 11,155 shares; 2025Q3: 10,091 shares; 2025Q4: 9,584 shares; 2026Q1: 11,436 shares 11,436 $425K 0.06% +1,852 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,884 shares; 2025Q4: 8,528 shares; 2026Q1: 9,224 shares 9,224 $414K 0.06% +696 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: 2,217 shares; 2024Q4: 2,100 shares; 2025Q1: 2,117 shares; 2025Q2: 2,082 shares; 2025Q3: 2,040 shares; 2025Q4: 2,328 shares; 2026Q1: 2,076 shares 2,076 $411K 0.06% -252 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,444 shares 10,444 $408K 0.06% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,705 shares; 2025Q4: 19,292 shares; 2026Q1: 19,012 shares 19,012 $406K 0.06% -280 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 1,261 shares; 2026Q1: 1,836 shares 1,836 $402K 0.06% +575 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,733 shares; 2024Q4: 9,088 shares; 2025Q1: 9,425 shares; 2025Q2: 10,163 shares; 2025Q3: 10,362 shares; 2025Q4: 12,070 shares; 2026Q1: 13,231 shares 13,231 $401K 0.06% +1,161 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares; 2025Q4: 2,225 shares; 2026Q1: 2,194 shares 2,194 $400K 0.06% -31 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: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 803 shares; 2025Q4: 817 shares; 2026Q1: 1,351 shares 1,351 $399K 0.06% +534 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,462 shares; 2026Q1: 12,029 shares 12,029 $398K 0.06% +3,567 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,161 shares 5,161 $398K 0.06% new Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,496 shares; 2025Q1: 16,765 shares; 2025Q2: 16,014 shares; 2025Q3: 15,566 shares; 2025Q4: 15,543 shares; 2026Q1: 15,712 shares 15,712 $393K 0.06% +169 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: 6,902 shares; 2024Q4: 6,701 shares; 2025Q1: 5,285 shares; 2025Q2: 6,374 shares; 2025Q3: 5,101 shares; 2025Q4: 5,103 shares; 2026Q1: 5,815 shares 5,815 $393K 0.06% +712 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: 2,923 shares; 2024Q4: 3,300 shares; 2025Q1: 3,184 shares; 2025Q2: 3,173 shares; 2025Q3: 3,117 shares; 2025Q4: 3,750 shares; 2026Q1: 3,828 shares 3,828 $393K 0.06% +78 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: 1,690 shares; 2024Q4: 1,667 shares; 2025Q1: 1,713 shares; 2025Q2: 1,434 shares; 2025Q3: 921 shares; 2025Q4: 1,155 shares; 2026Q1: 1,160 shares 1,160 $392K 0.06% +5 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: 1,542 shares; 2025Q4: 1,886 shares; 2026Q1: 1,916 shares 1,916 $389K 0.05% +30 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: 2,605 shares; 2024Q4: 2,563 shares; 2025Q1: 2,992 shares; 2025Q2: 2,571 shares; 2025Q3: 1,296 shares; 2025Q4: 902 shares; 2026Q1: 991 shares 991 $387K 0.05% +89 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,622 shares 1,622 $385K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $384K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,101 shares; 2026Q1: 3,895 shares 3,895 $383K 0.05% +1,794 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 4,435 shares; 2026Q1: 3,935 shares 3,935 $383K 0.05% -500 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: not reported; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 2,794 shares; 2025Q3: 2,546 shares; 2025Q4: 3,184 shares; 2026Q1: 3,929 shares 3,929 $379K 0.05% +745 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,735 shares 4,735 $379K 0.05% new Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,039 shares; 2026Q1: 6,031 shares 6,031 $379K 0.05% -8 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,614 shares; 2025Q2: not reported; 2025Q3: 6,149 shares; 2025Q4: 7,815 shares; 2026Q1: 8,013 shares 8,013 $377K 0.05% +198 Timeline FEM 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: 11,365 shares; 2025Q1: 11,350 shares; 2025Q2: 12,027 shares; 2025Q3: 12,680 shares; 2025Q4: 12,626 shares; 2026Q1: 12,546 shares 12,546 $376K 0.05% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,615 shares; 2025Q3: 9,482 shares; 2025Q4: 10,519 shares; 2026Q1: 13,250 shares 13,250 $372K 0.05% +2,731 Timeline GSIE 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: not reported; 2024Q4: not reported; 2025Q1: 6,233 shares; 2025Q2: 5,658 shares; 2025Q3: 9,245 shares; 2025Q4: 9,533 shares; 2026Q1: 8,619 shares 8,619 $372K 0.05% -914 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,819 shares; 2026Q1: 7,813 shares 7,813 $372K 0.05% -6 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: 6,241 shares; 2024Q4: 7,342 shares; 2025Q1: 7,357 shares; 2025Q2: 8,203 shares; 2025Q3: 8,610 shares; 2025Q4: 9,358 shares; 2026Q1: 9,400 shares 9,400 $371K 0.05% +42 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: not reported; 2024Q4: not reported; 2025Q1: 6,068 shares; 2025Q2: not reported; 2025Q3: 6,044 shares; 2025Q4: 6,945 shares; 2026Q1: 6,946 shares 6,946 $371K 0.05% +1 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 13,883 shares; 2025Q1: 14,231 shares; 2025Q2: 14,236 shares; 2025Q3: 14,167 shares; 2025Q4: 8,217 shares; 2026Q1: 8,239 shares 8,239 $370K 0.05% +22 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 1,800 shares; 2025Q4: 1,903 shares; 2026Q1: 1,890 shares 1,890 $367K 0.05% -13 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,818 shares; 2025Q1: 6,228 shares; 2025Q2: 5,951 shares; 2025Q3: 6,193 shares; 2025Q4: 7,217 shares; 2026Q1: 8,858 shares 8,858 $366K 0.05% +1,641 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,450 shares; 2025Q3: 1,363 shares; 2025Q4: 997 shares; 2026Q1: 1,021 shares 1,021 $365K 0.05% +24 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,730 shares; 2025Q3: 12,293 shares; 2025Q4: 12,131 shares; 2026Q1: 12,131 shares 12,131 $364K 0.05% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,898 shares; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 3,623 shares; 2026Q1: 3,629 shares 3,629 $363K 0.05% +6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,356 shares; 2025Q1: 1,377 shares; 2025Q2: 1,126 shares; 2025Q3: 1,034 shares; 2025Q4: 1,092 shares; 2026Q1: 1,107 shares 1,107 $361K 0.05% +15 Timeline PCG PG&E CORP More: the full row for PG&E 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: 20,236 shares 20,236 $356K 0.05% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,887 shares; 2025Q4: 3,531 shares; 2026Q1: 4,405 shares 4,405 $355K 0.05% +874 Timeline JUNZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,337 shares; 2025Q4: 11,345 shares; 2026Q1: 11,345 shares 11,345 $354K 0.05% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,755 shares; 2026Q1: 4,640 shares 4,640 $351K 0.05% +885 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,214 shares; 2025Q2: 28,449 shares; 2025Q3: 28,674 shares; 2025Q4: 34,748 shares; 2026Q1: 34,748 shares 34,748 $349K 0.05% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,329 shares; 2025Q2: 17,329 shares; 2025Q3: 17,329 shares; 2025Q4: 17,329 shares; 2026Q1: 18,549 shares 18,549 $346K 0.05% +1,220 Timeline HFMF TIDAL TRUST I More: the full row for TIDAL TRUST 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: 14,875 shares 14,875 $345K 0.05% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,543 shares; 2024Q4: 14,319 shares; 2025Q1: 11,114 shares; 2025Q2: 9,955 shares; 2025Q3: 8,411 shares; 2025Q4: 9,093 shares; 2026Q1: 6,798 shares 6,798 $344K 0.05% -2,295 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 2,455 shares; 2025Q1: 3,202 shares; 2025Q2: 2,898 shares; 2025Q3: 1,634 shares; 2025Q4: 1,651 shares; 2026Q1: 1,831 shares 1,831 $342K 0.05% +180 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: 1,317 shares; 2025Q4: 1,321 shares; 2026Q1: 1,288 shares 1,288 $337K 0.05% -33 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,908 shares; 2025Q1: 10,908 shares; 2025Q2: 11,843 shares; 2025Q3: 11,843 shares; 2025Q4: 11,809 shares; 2026Q1: 11,671 shares 11,671 $335K 0.05% -138 Timeline BLES 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: 6,054 shares; 2024Q4: 5,932 shares; 2025Q1: 6,085 shares; 2025Q2: 5,988 shares; 2025Q3: 5,884 shares; 2025Q4: 6,627 shares; 2026Q1: 7,543 shares 7,543 $335K 0.05% +916 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 5,444 shares; 2025Q1: 5,440 shares; 2025Q2: 5,437 shares; 2025Q3: 5,036 shares; 2025Q4: 5,716 shares; 2026Q1: 7,100 shares 7,100 $330K 0.05% +1,384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,065 shares; 2025Q3: 4,847 shares; 2025Q4: 4,963 shares; 2026Q1: 4,557 shares 4,557 $327K 0.05% -406 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 761 shares; 2025Q1: 777 shares; 2025Q2: 827 shares; 2025Q3: 828 shares; 2025Q4: 822 shares; 2026Q1: 756 shares 756 $321K 0.05% -66 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 8,365 shares; 2025Q1: 8,704 shares; 2025Q2: 8,728 shares; 2025Q3: 8,802 shares; 2025Q4: 8,862 shares; 2026Q1: 8,865 shares 8,865 $320K 0.05% +3 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,412 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $320K 0.05% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,833 shares; 2025Q2: 15,833 shares; 2025Q3: 15,833 shares; 2025Q4: 15,833 shares; 2026Q1: 16,333 shares 16,333 $319K 0.04% +500 Timeline FVAL 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: 6,023 shares; 2025Q1: 6,007 shares; 2025Q2: 4,791 shares; 2025Q3: 4,759 shares; 2025Q4: 6,790 shares; 2026Q1: 4,583 shares 4,583 $318K 0.04% -2,207 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,825 shares; 2025Q1: 2,010 shares; 2025Q2: 1,991 shares; 2025Q3: 1,968 shares; 2025Q4: 1,986 shares; 2026Q1: 2,018 shares 2,018 $318K 0.04% +32 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: 467 shares; 2024Q4: 627 shares; 2025Q1: 967 shares; 2025Q2: 730 shares; 2025Q3: 641 shares; 2025Q4: 651 shares; 2026Q1: 644 shares 644 $317K 0.04% -7 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: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,413 shares; 2025Q4: 1,419 shares; 2026Q1: 1,366 shares 1,366 $315K 0.04% -53 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,798 shares; 2025Q1: 3,793 shares; 2025Q2: 2,968 shares; 2025Q3: 2,852 shares; 2025Q4: 2,838 shares; 2026Q1: 2,848 shares 2,848 $313K 0.04% +10 Timeline FJP 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: 3,896 shares; 2025Q1: 3,896 shares; 2025Q2: 4,012 shares; 2025Q3: 4,279 shares; 2025Q4: 4,273 shares; 2026Q1: 4,246 shares 4,246 $308K 0.04% -27 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: not reported; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 1,128 shares 1,128 $307K 0.04% +328 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: 717 shares; 2024Q4: 927 shares; 2025Q1: 928 shares; 2025Q2: 720 shares; 2025Q3: 974 shares; 2025Q4: 697 shares; 2026Q1: 716 shares 716 $305K 0.04% +19 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 40,096 shares; 2026Q1: 39,646 shares 39,646 $304K 0.04% -450 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,427 shares 32,427 $302K 0.04% new Timeline WWJD 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: 7,808 shares; 2024Q4: 8,640 shares; 2025Q1: 8,764 shares; 2025Q2: 8,745 shares; 2025Q3: 8,167 shares; 2025Q4: 7,808 shares; 2026Q1: 8,060 shares 8,060 $301K 0.04% +252 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: 3,239 shares; 2024Q4: 3,626 shares; 2025Q1: 3,503 shares; 2025Q2: 3,316 shares; 2025Q3: 3,400 shares; 2025Q4: 3,296 shares; 2026Q1: 3,117 shares 3,117 $300K 0.04% -179 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: 4,269 shares; 2024Q4: 9,401 shares; 2025Q1: 10,056 shares; 2025Q2: 9,445 shares; 2025Q3: 9,465 shares; 2025Q4: 4,882 shares; 2026Q1: 4,903 shares 4,903 $300K 0.04% +21 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,728 shares; 2025Q1: 1,813 shares; 2025Q2: 1,818 shares; 2025Q3: 1,763 shares; 2025Q4: 1,751 shares; 2026Q1: 1,510 shares 1,510 $299K 0.04% -241 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,587 shares; 2025Q2: 14,587 shares; 2025Q3: 14,587 shares; 2025Q4: 14,587 shares; 2026Q1: 14,587 shares 14,587 $298K 0.04% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,580 shares; 2025Q1: 4,480 shares; 2025Q2: 4,490 shares; 2025Q3: 5,541 shares; 2025Q4: 5,590 shares; 2026Q1: 5,939 shares 5,939 $298K 0.04% +349 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: 5,184 shares; 2024Q4: 5,186 shares; 2025Q1: 5,292 shares; 2025Q2: 5,317 shares; 2025Q3: 3,795 shares; 2025Q4: 3,845 shares; 2026Q1: 4,024 shares 4,024 $293K 0.04% +179 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,642 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares 2,742 $291K 0.04% 0 Timeline VT 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: 2,065 shares; 2024Q4: 2,070 shares; 2025Q1: 2,120 shares; 2025Q2: 2,123 shares; 2025Q3: 2,089 shares; 2025Q4: 2,094 shares; 2026Q1: 2,096 shares 2,096 $290K 0.04% +2 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,518 shares; 2025Q1: 26,185 shares; 2025Q2: 19,255 shares; 2025Q3: 19,017 shares; 2025Q4: 18,345 shares; 2026Q1: 18,365 shares 18,365 $288K 0.04% +20 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: 2,645 shares; 2024Q4: 3,190 shares; 2025Q1: 3,585 shares; 2025Q2: 3,792 shares; 2025Q3: 4,490 shares; 2025Q4: 4,632 shares; 2026Q1: 4,575 shares 4,575 $287K 0.04% -57 Timeline HSCZ 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: 6,714 shares; 2026Q1: 7,181 shares 7,181 $285K 0.04% +467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 405 shares 405 $283K 0.04% +31 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 354 shares; 2025Q2: 291 shares; 2025Q3: 293 shares; 2025Q4: 297 shares; 2026Q1: 293 shares 293 $282K 0.04% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,521 shares; 2025Q4: 6,529 shares; 2026Q1: 6,327 shares 6,327 $279K 0.04% -202 Timeline FCOM 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: 4,953 shares; 2025Q1: 4,953 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,053 shares 4,053 $276K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,553 shares; 2025Q1: 3,570 shares; 2025Q2: 3,836 shares; 2025Q3: 3,048 shares; 2025Q4: 3,131 shares; 2026Q1: 3,100 shares 3,100 $275K 0.04% -31 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: 1,849 shares; 2025Q2: 2,023 shares; 2025Q3: 2,016 shares; 2025Q4: 2,014 shares; 2026Q1: 2,094 shares 2,094 $274K 0.04% +80 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 507 shares 507 $273K 0.04% +53 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360 shares 2,360 $272K 0.04% new Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $270K 0.04% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,749 shares; 2026Q1: 3,730 shares 3,730 $268K 0.04% -19 Timeline IJJ 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: 1,882 shares; 2025Q1: 1,887 shares; 2025Q2: 1,893 shares; 2025Q3: 1,899 shares; 2025Q4: 1,908 shares; 2026Q1: 2,016 shares 2,016 $267K 0.04% +108 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 3,263 shares; 2026Q1: 3,267 shares 3,267 $265K 0.04% +4 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,211 shares; 2025Q4: not reported; 2026Q1: 2,288 shares 2,288 $263K 0.04% new 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: 6,241 shares; 2024Q4: 4,315 shares; 2025Q1: 4,405 shares; 2025Q2: 4,414 shares; 2025Q3: 4,423 shares; 2025Q4: 5,315 shares; 2026Q1: 5,329 shares 5,329 $263K 0.04% +14 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: 1,124 shares; 2024Q4: 1,494 shares; 2025Q1: 1,349 shares; 2025Q2: 1,147 shares; 2025Q3: 1,074 shares; 2025Q4: 1,093 shares; 2026Q1: 1,161 shares 1,161 $263K 0.04% +68 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: 6,375 shares; 2025Q3: 7,807 shares; 2025Q4: 7,534 shares; 2026Q1: 6,786 shares 6,786 $262K 0.04% -748 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,525 shares; 2024Q4: 20,411 shares; 2025Q1: 18,522 shares; 2025Q2: 8,625 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,729 shares 4,729 $261K 0.04% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,276 shares; 2025Q2: 13,276 shares; 2025Q3: 13,276 shares; 2025Q4: 13,276 shares; 2026Q1: 13,276 shares 13,276 $261K 0.04% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,777 shares; 2026Q1: 5,777 shares 5,777 $260K 0.04% 0 Timeline ISMD 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: 5,707 shares; 2024Q4: 5,672 shares; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,011 shares; 2025Q4: 6,757 shares; 2026Q1: 6,501 shares 6,501 $260K 0.04% -256 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares 1,046 $259K 0.04% new Timeline JSMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,778 shares; 2025Q4: 3,122 shares; 2026Q1: 3,259 shares 3,259 $259K 0.04% +137 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,657 shares; 2025Q1: 1,173 shares; 2025Q2: 36,192 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,192 shares 1,192 $256K 0.04% -10 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,131 shares; 2024Q4: 5,155 shares; 2025Q1: 5,345 shares; 2025Q2: 5,370 shares; 2025Q3: 5,480 shares; 2025Q4: 5,505 shares; 2026Q1: 5,530 shares 5,530 $255K 0.04% +25 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,310 shares; 2025Q3: 2,322 shares; 2025Q4: 2,325 shares; 2026Q1: 2,751 shares 2,751 $254K 0.04% +426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares; 2026Q1: 990 shares 990 $253K 0.04% -16 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,623 shares 4,623 $253K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 670 shares; 2025Q3: 660 shares; 2025Q4: 661 shares; 2026Q1: 606 shares 606 $253K 0.04% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,933 shares; 2025Q4: not reported; 2026Q1: 3,295 shares 3,295 $252K 0.04% new Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER 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: 6,605 shares 6,605 $252K 0.04% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,737 shares; 2025Q3: 2,712 shares; 2025Q4: 2,720 shares; 2026Q1: 2,692 shares 2,692 $252K 0.04% -28 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,043 shares; 2025Q2: 17,748 shares; 2025Q3: 18,273 shares; 2025Q4: 18,219 shares; 2026Q1: 17,948 shares 17,948 $252K 0.04% -271 Timeline FTCB 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: 12,284 shares; 2025Q3: 13,754 shares; 2025Q4: 12,114 shares; 2026Q1: 12,019 shares 12,019 $252K 0.04% -95 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,757 shares; 2025Q1: 6,301 shares; 2025Q2: 6,348 shares; 2025Q3: 6,228 shares; 2025Q4: 6,240 shares; 2026Q1: 6,253 shares 6,253 $252K 0.04% +13 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP 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: 11,544 shares; 2025Q4: 11,890 shares; 2026Q1: 11,890 shares 11,890 $251K 0.04% 0 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 8,532 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,278 shares; 2025Q4: 8,942 shares; 2026Q1: 8,256 shares 8,256 $251K 0.04% -686 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares 287 $251K 0.04% new Timeline FXU 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: 5,124 shares; 2025Q2: 5,129 shares; 2025Q3: 4,890 shares; 2025Q4: 5,052 shares; 2026Q1: 5,038 shares 5,038 $250K 0.04% -14 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $249K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 25,675 shares; 2025Q3: 25,140 shares; 2025Q4: 10,642 shares; 2026Q1: 6,470 shares 6,470 $249K 0.04% -4,172 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,479 shares; 2024Q4: 32,163 shares; 2025Q1: 31,543 shares; 2025Q2: 31,672 shares; 2025Q3: 31,689 shares; 2025Q4: 32,162 shares; 2026Q1: 4,584 shares 4,584 $248K 0.03% -27,578 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,646 shares; 2025Q1: 6,646 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,030 shares; 2026Q1: 6,030 shares 6,030 $246K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares 1,809 $246K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares; 2026Q1: 858 shares 858 $244K 0.03% +41 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 2,942 shares; 2026Q1: 2,627 shares 2,627 $243K 0.03% -315 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,993 shares; 2025Q2: not reported; 2025Q3: 12,599 shares; 2025Q4: 13,584 shares; 2026Q1: 15,773 shares 15,773 $242K 0.03% +2,189 Timeline RINF 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: 7,062 shares; 2024Q4: 7,117 shares; 2025Q1: 7,333 shares; 2025Q2: 7,351 shares; 2025Q3: 7,554 shares; 2025Q4: not reported; 2026Q1: 7,596 shares 7,596 $241K 0.03% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,570 shares 2,570 $238K 0.03% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,362 shares; 2025Q4: not reported; 2026Q1: 3,260 shares 3,260 $238K 0.03% new 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: 6,992 shares; 2024Q4: 6,267 shares; 2025Q1: 7,017 shares; 2025Q2: 6,809 shares; 2025Q3: 7,050 shares; 2025Q4: 7,794 shares; 2026Q1: 8,256 shares 8,256 $237K 0.03% +462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,565 shares; 2026Q1: 9,762 shares 9,762 $237K 0.03% +197 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,939 shares; 2025Q1: 19,849 shares; 2025Q2: 18,179 shares; 2025Q3: 17,169 shares; 2025Q4: 14,895 shares; 2026Q1: 16,159 shares 16,159 $234K 0.03% +1,264 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares 424 $233K 0.03% new 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: 1,665 shares; 2024Q4: 1,564 shares; 2025Q1: 1,654 shares; 2025Q2: 1,529 shares; 2025Q3: 1,540 shares; 2025Q4: 1,804 shares; 2026Q1: 1,807 shares 1,807 $233K 0.03% +3 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares 1,118 $233K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 952 shares 952 $231K 0.03% new 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: not reported; 2024Q4: 4,745 shares; 2025Q1: 5,292 shares; 2025Q2: 5,079 shares; 2025Q3: 4,654 shares; 2025Q4: 5,037 shares; 2026Q1: 4,739 shares 4,739 $231K 0.03% -298 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: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares 1,748 $229K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,466 shares 2,466 $229K 0.03% new Timeline FSMD 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: 6,135 shares; 2026Q1: 5,102 shares 5,102 $228K 0.03% -1,033 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,750 shares; 2025Q1: 6,800 shares; 2025Q2: 3,969 shares; 2025Q3: 6,702 shares; 2025Q4: 6,803 shares; 2026Q1: 7,103 shares 7,103 $227K 0.03% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $227K 0.03% 0 Timeline MBOX 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: 7,235 shares; 2025Q3: 7,206 shares; 2025Q4: 6,481 shares; 2026Q1: 6,193 shares 6,193 $226K 0.03% -288 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,730 shares 6,730 $226K 0.03% new Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,430 shares; 2026Q1: 4,457 shares 4,457 $225K 0.03% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 259 shares 259 $224K 0.03% -2 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,352 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 947 shares; 2026Q1: 947 shares 947 $224K 0.03% 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: not reported; 2024Q4: 993 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $223K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,412 shares; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,370 shares; 2026Q1: 1,342 shares 1,342 $218K 0.03% -28 Timeline NOVZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,133 shares; 2025Q4: 5,133 shares; 2026Q1: 5,133 shares 5,133 $218K 0.03% 0 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 6,218 shares; 2025Q1: 6,240 shares; 2025Q2: not reported; 2025Q3: 6,292 shares; 2025Q4: 6,316 shares; 2026Q1: 6,340 shares 6,340 $215K 0.03% +24 Timeline EDV 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: 40,331 shares; 2024Q4: 12,787 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 5,820 shares; 2025Q4: 6,598 shares; 2026Q1: 3,298 shares 3,298 $214K 0.03% -3,300 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,760 shares 8,760 $214K 0.03% new Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,550 shares; 2025Q3: 5,528 shares; 2025Q4: 5,528 shares; 2026Q1: 5,379 shares 5,379 $214K 0.03% -149 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: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares 4,083 $212K 0.03% new Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,341 shares; 2026Q1: 6,318 shares 6,318 $212K 0.03% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares 1,156 $211K 0.03% new Timeline IXJ 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: 2,864 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares 2,239 $209K 0.03% 0 Timeline GENZ 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: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $207K 0.03% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,425 shares; 2025Q3: 2,347 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares 2,121 $205K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares 1,351 $205K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,149 shares; 2025Q3: 2,384 shares; 2025Q4: 2,049 shares; 2026Q1: 2,055 shares 2,055 $204K 0.03% +6 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 14,587 shares; 2025Q1: 11,479 shares; 2025Q2: 11,549 shares; 2025Q3: 11,727 shares; 2025Q4: 11,791 shares; 2026Q1: 11,868 shares 11,868 $203K 0.03% +77 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403 shares 1,403 $203K 0.03% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $202K 0.03% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,582 shares 7,582 $201K 0.03% new Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $195K 0.03% new Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,319 shares 10,319 $179K 0.03% new Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,206 shares; 2025Q1: 22,900 shares; 2025Q2: 20,754 shares; 2025Q3: 19,254 shares; 2025Q4: 17,054 shares; 2026Q1: 15,209 shares 15,209 $164K 0.02% -1,845 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: not reported; 2025Q1: 54,356 shares; 2025Q2: not reported; 2025Q3: 54,861 shares; 2025Q4: 55,146 shares; 2026Q1: 55,146 shares 55,146 $161K 0.02% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,676 shares; 2025Q4: not reported; 2026Q1: 13,128 shares 13,128 $147K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,153 shares 10,153 $145K 0.02% new Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,500 shares; 2025Q2: 74,500 shares; 2025Q3: 72,000 shares; 2025Q4: not reported; 2026Q1: 61,000 shares 61,000 $139K 0.02% new Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,105 shares; 2025Q2: not reported; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares; 2026Q1: 11,105 shares 11,105 $139K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,775 shares 11,775 $128K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,287 shares 10,287 $119K 0.02% new Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $110K 0.02% 0 Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: not reported; 2025Q3: 17,300 shares; 2025Q4: not reported; 2026Q1: 27,200 shares 27,200 $71.3K 0.01% new Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 17,000 shares; 2025Q4: 20,500 shares; 2026Q1: 22,000 shares 22,000 $63.4K 0.01% +1,500 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,299 shares; 2025Q2: 60,493 shares; 2025Q3: 67,316 shares; 2025Q4: 68,916 shares; 2026Q1: 69,644 shares 69,644 $42.3K 0.01% +728 Timeline REDWOOD TRUST INC REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $40.4K 0.01% new CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $15.3K <0.01% 0 SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: not reported; 2025Q3: 19,200 shares; 2025Q4: not reported; 2026Q1: 19,200 shares 19,200 $4.74K <0.01% new Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA 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: 11,000 shares 11,000 $4.49K <0.01% new Timeline