GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,980 shares; 2024Q4: 176,441 shares; 2025Q1: 192,815 shares; 2025Q2: 298,978 shares; 2025Q3: 320,264 shares; 2025Q4: not loaded; 2026Q1: 371,461 shares 371,461 $46.5M 6.03% 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: 240,637 shares; 2024Q4: 186,961 shares; 2025Q1: 306,414 shares; 2025Q2: 569,580 shares; 2025Q3: 596,683 shares; 2025Q4: not loaded; 2026Q1: 557,404 shares 557,404 $28.2M 3.66% 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: 351,221 shares; 2024Q4: 383,545 shares; 2025Q1: 391,058 shares; 2025Q2: 489,704 shares; 2025Q3: 543,277 shares; 2025Q4: not loaded; 2026Q1: 593,460 shares 593,460 $25.6M 3.32% Timeline AVUS 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: 138,168 shares; 2024Q4: 141,528 shares; 2025Q1: 168,194 shares; 2025Q2: 209,927 shares; 2025Q3: 203,694 shares; 2025Q4: not loaded; 2026Q1: 214,512 shares 214,512 $23.8M 3.09% 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: 68,165 shares; 2024Q4: 68,450 shares; 2025Q1: 66,402 shares; 2025Q2: 67,757 shares; 2025Q3: 73,098 shares; 2025Q4: not loaded; 2026Q1: 82,002 shares 82,002 $20.8M 2.7% Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,290 shares; 2024Q4: 319,566 shares; 2025Q1: 377,601 shares; 2025Q2: 405,379 shares; 2025Q3: 438,633 shares; 2025Q4: not loaded; 2026Q1: 497,767 shares 497,767 $20.7M 2.68% Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,729 shares; 2025Q1: 17,589 shares; 2025Q2: 543,232 shares; 2025Q3: 653,090 shares; 2025Q4: not loaded; 2026Q1: 741,624 shares 741,624 $19.4M 2.52% Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,562 shares; 2025Q1: 46,565 shares; 2025Q2: 45,995 shares; 2025Q3: 45,645 shares; 2025Q4: not loaded; 2026Q1: 45,038 shares 45,038 $14.4M 1.87% Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: not loaded; 2026Q1: 20 shares 20 $14.4M 1.86% 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: 24,024 shares; 2024Q4: 24,645 shares; 2025Q1: 24,351 shares; 2025Q2: 23,825 shares; 2025Q3: 30,343 shares; 2025Q4: not loaded; 2026Q1: 29,362 shares 29,362 $14.1M 1.82% Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,084 shares; 2024Q4: 56,855 shares; 2025Q1: 53,947 shares; 2025Q2: 53,880 shares; 2025Q3: 54,851 shares; 2025Q4: not loaded; 2026Q1: 41,978 shares 41,978 $13.5M 1.75% 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: 54,742 shares; 2024Q4: 55,655 shares; 2025Q1: 55,860 shares; 2025Q2: 55,639 shares; 2025Q3: 57,239 shares; 2025Q4: not loaded; 2026Q1: 54,467 shares 54,467 $13.3M 1.73% Timeline AVRE 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: 124,988 shares; 2025Q1: 135,835 shares; 2025Q2: 199,629 shares; 2025Q3: 221,538 shares; 2025Q4: not loaded; 2026Q1: 286,640 shares 286,640 $12.6M 1.64% Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,600 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares; 2025Q3: 11,225 shares; 2025Q4: not loaded; 2026Q1: 345,284 shares 345,284 $12.2M 1.59% Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,151 shares; 2024Q4: 261,582 shares; 2025Q1: 275,008 shares; 2025Q2: 362,032 shares; 2025Q3: 380,620 shares; 2025Q4: not loaded; 2026Q1: 383,315 shares 383,315 $11.9M 1.54% Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,224 shares; 2024Q4: 163,414 shares; 2025Q1: 165,867 shares; 2025Q2: 215,528 shares; 2025Q3: 236,146 shares; 2025Q4: not loaded; 2026Q1: 233,494 shares 233,494 $11M 1.42% Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299,537 shares; 2025Q3: 334,080 shares; 2025Q4: not loaded; 2026Q1: 355,135 shares 355,135 $10.2M 1.32% 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: 60,505 shares; 2024Q4: 60,973 shares; 2025Q1: 60,722 shares; 2025Q2: 87,224 shares; 2025Q3: 80,826 shares; 2025Q4: not loaded; 2026Q1: 100,554 shares 100,554 $9.85M 1.28% 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: 231,922 shares; 2024Q4: 244,015 shares; 2025Q1: 226,484 shares; 2025Q2: 215,435 shares; 2025Q3: 236,201 shares; 2025Q4: not loaded; 2026Q1: 225,414 shares 225,414 $9.83M 1.27% 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: 151,165 shares; 2024Q4: 150,562 shares; 2025Q1: 156,525 shares; 2025Q2: 153,274 shares; 2025Q3: 155,966 shares; 2025Q4: not loaded; 2026Q1: 184,095 shares 184,095 $9.17M 1.19% 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: 54,069 shares; 2024Q4: 56,570 shares; 2025Q1: 58,645 shares; 2025Q2: 46,764 shares; 2025Q3: 50,006 shares; 2025Q4: not loaded; 2026Q1: 46,448 shares 46,448 $8.1M 1.05% 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: 2,369 shares; 2024Q4: 11,564 shares; 2025Q1: 11,989 shares; 2025Q2: 12,504 shares; 2025Q3: 13,031 shares; 2025Q4: not loaded; 2026Q1: 13,438 shares 13,438 $8.03M 1.04% Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,219 shares; 2025Q2: 28,573 shares; 2025Q3: 67,545 shares; 2025Q4: not loaded; 2026Q1: 94,173 shares 94,173 $7.79M 1.01% Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 84,991 shares; 2025Q3: 96,201 shares; 2025Q4: not loaded; 2026Q1: 145,541 shares 145,541 $7.34M 0.95% Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 257,132 shares 257,132 $7.16M 0.93% Timeline AVSC 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: 23,239 shares; 2024Q4: 24,408 shares; 2025Q1: 29,359 shares; 2025Q2: 122,148 shares; 2025Q3: 122,524 shares; 2025Q4: not loaded; 2026Q1: 109,057 shares 109,057 $6.79M 0.88% Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,954 shares; 2024Q4: 36,529 shares; 2025Q1: 40,866 shares; 2025Q2: 50,919 shares; 2025Q3: 64,771 shares; 2025Q4: not loaded; 2026Q1: 80,199 shares 80,199 $6.78M 0.88% 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: 60,157 shares; 2024Q4: 62,060 shares; 2025Q1: 68,139 shares; 2025Q2: 77,897 shares; 2025Q3: 81,616 shares; 2025Q4: not loaded; 2026Q1: 83,999 shares 83,999 $6.77M 0.88% 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: 2,712 shares; 2024Q4: 4,788 shares; 2025Q1: 4,543 shares; 2025Q2: 29,951 shares; 2025Q3: 31,328 shares; 2025Q4: not loaded; 2026Q1: 33,836 shares 33,836 $6.64M 0.86% Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,847 shares; 2024Q4: 50,959 shares; 2025Q1: 50,291 shares; 2025Q2: 50,408 shares; 2025Q3: 51,215 shares; 2025Q4: not loaded; 2026Q1: 46,401 shares 46,401 $6.42M 0.83% 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: 14,999 shares; 2024Q4: 16,275 shares; 2025Q1: 16,069 shares; 2025Q2: 16,154 shares; 2025Q3: 16,640 shares; 2025Q4: not loaded; 2026Q1: 17,252 shares 17,252 $6.39M 0.83% 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: 23,295 shares; 2024Q4: 24,295 shares; 2025Q1: 24,609 shares; 2025Q2: 26,631 shares; 2025Q3: 23,789 shares; 2025Q4: not loaded; 2026Q1: 29,487 shares 29,487 $6.14M 0.8% Timeline LQTI 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: 12,019 shares; 2025Q3: 243,698 shares; 2025Q4: not loaded; 2026Q1: 307,144 shares 307,144 $6.01M 0.78% Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 215,712 shares 215,712 $5.95M 0.77% 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: 66,352 shares; 2024Q4: 64,691 shares; 2025Q1: 67,315 shares; 2025Q2: 75,362 shares; 2025Q3: 82,524 shares; 2025Q4: not loaded; 2026Q1: 81,448 shares 81,448 $5.72M 0.74% 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: 12,969 shares; 2024Q4: 11,149 shares; 2025Q1: 11,188 shares; 2025Q2: 12,623 shares; 2025Q3: 12,967 shares; 2025Q4: not loaded; 2026Q1: 9,664 shares 9,664 $5.58M 0.72% Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,091 shares; 2024Q4: 79,869 shares; 2025Q1: 83,431 shares; 2025Q2: 75,354 shares; 2025Q3: 87,661 shares; 2025Q4: not loaded; 2026Q1: 103,731 shares 103,731 $4.96M 0.64% Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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 loaded; 2026Q1: 192,909 shares 192,909 $4.88M 0.63% Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,972 shares; 2024Q4: 52,804 shares; 2025Q1: 50,990 shares; 2025Q2: 54,502 shares; 2025Q3: 40,237 shares; 2025Q4: not loaded; 2026Q1: 41,713 shares 41,713 $4.61M 0.6% Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,933 shares; 2024Q4: 37,100 shares; 2025Q1: 38,089 shares; 2025Q2: 39,158 shares; 2025Q3: 42,778 shares; 2025Q4: not loaded; 2026Q1: 44,050 shares 44,050 $4.54M 0.59% Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 187,148 shares 187,148 $4.33M 0.56% 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: 4,874 shares; 2024Q4: 7,201 shares; 2025Q1: 8,114 shares; 2025Q2: 9,611 shares; 2025Q3: 12,530 shares; 2025Q4: not loaded; 2026Q1: 15,015 shares 15,015 $4.31M 0.56% Timeline DFIV 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: 56,825 shares; 2024Q4: 63,676 shares; 2025Q1: 65,732 shares; 2025Q2: 66,359 shares; 2025Q3: 67,685 shares; 2025Q4: not loaded; 2026Q1: 76,368 shares 76,368 $4.03M 0.52% Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,969 shares; 2024Q4: 73,664 shares; 2025Q1: 72,663 shares; 2025Q2: 72,182 shares; 2025Q3: 81,817 shares; 2025Q4: not loaded; 2026Q1: 84,717 shares 84,717 $3.87M 0.5% Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 13,873 shares; 2025Q1: 16,729 shares; 2025Q2: 17,699 shares; 2025Q3: 19,367 shares; 2025Q4: not loaded; 2026Q1: 19,939 shares 19,939 $3.83M 0.5% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,798 shares; 2024Q4: 65,376 shares; 2025Q1: 81,980 shares; 2025Q2: 77,360 shares; 2025Q3: 76,594 shares; 2025Q4: not loaded; 2026Q1: 49,062 shares 49,062 $3.79M 0.49% 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: 9,686 shares; 2024Q4: 10,089 shares; 2025Q1: 9,512 shares; 2025Q2: 9,426 shares; 2025Q3: 10,668 shares; 2025Q4: not loaded; 2026Q1: 12,554 shares 12,554 $3.4M 0.44% Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,956 shares; 2024Q4: 32,582 shares; 2025Q1: 43,150 shares; 2025Q2: 53,517 shares; 2025Q3: 57,191 shares; 2025Q4: not loaded; 2026Q1: 55,564 shares 55,564 $3.15M 0.41% Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,806 shares; 2025Q1: 5,312 shares; 2025Q2: 8,877 shares; 2025Q3: 40,091 shares; 2025Q4: not loaded; 2026Q1: 43,432 shares 43,432 $3.14M 0.41% Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 10,975 shares; 2025Q1: 11,971 shares; 2025Q2: 13,171 shares; 2025Q3: 14,970 shares; 2025Q4: not loaded; 2026Q1: 17,820 shares 17,820 $3.11M 0.4% Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,081 shares; 2024Q4: 24,018 shares; 2025Q1: 39,407 shares; 2025Q2: 44,534 shares; 2025Q3: 28,085 shares; 2025Q4: not loaded; 2026Q1: 34,828 shares 34,828 $2.95M 0.38% Timeline JCPB 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: 36,265 shares; 2024Q4: 50,404 shares; 2025Q1: 50,800 shares; 2025Q2: 53,249 shares; 2025Q3: 54,555 shares; 2025Q4: not loaded; 2026Q1: 59,914 shares 59,914 $2.82M 0.37% Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 29,569 shares 29,569 $2.8M 0.36% 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: 10,862 shares; 2024Q4: 11,107 shares; 2025Q1: 11,075 shares; 2025Q2: 13,745 shares; 2025Q3: 11,177 shares; 2025Q4: not loaded; 2026Q1: 9,580 shares 9,580 $2.75M 0.36% 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: 7,774 shares; 2024Q4: 9,039 shares; 2025Q1: 9,387 shares; 2025Q2: 9,539 shares; 2025Q3: 9,294 shares; 2025Q4: not loaded; 2026Q1: 9,551 shares 9,551 $2.75M 0.36% Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 75,911 shares 75,911 $2.74M 0.36% Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,744 shares; 2025Q1: 8,895 shares; 2025Q2: 8,453 shares; 2025Q3: 8,954 shares; 2025Q4: not loaded; 2026Q1: 9,281 shares 9,281 $2.73M 0.35% Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,004 shares; 2024Q4: 54,184 shares; 2025Q1: 56,883 shares; 2025Q2: 58,193 shares; 2025Q3: 60,168 shares; 2025Q4: not loaded; 2026Q1: 65,682 shares 65,682 $2.72M 0.35% Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,489 shares; 2024Q4: 691,544 shares; 2025Q1: 685,298 shares; 2025Q2: 672,543 shares; 2025Q3: 666,038 shares; 2025Q4: not loaded; 2026Q1: 689,413 shares 689,413 $2.67M 0.35% Timeline BANK OF AMER CORP 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: 2,194 shares; 2024Q4: 2,251 shares; 2025Q1: 2,271 shares; 2025Q2: 2,258 shares; 2025Q3: 2,124 shares; 2025Q4: not loaded; 2026Q1: 2,132 shares 2,132 $2.54M 0.33% AVDV 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: 17,288 shares; 2024Q4: 19,130 shares; 2025Q1: 21,992 shares; 2025Q2: 21,441 shares; 2025Q3: 20,747 shares; 2025Q4: not loaded; 2026Q1: 24,823 shares 24,823 $2.48M 0.32% 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: 23,063 shares; 2025Q1: 55,299 shares; 2025Q2: 88,486 shares; 2025Q3: 77,658 shares; 2025Q4: not loaded; 2026Q1: 81,847 shares 81,847 $2.38M 0.31% 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: 6,115 shares; 2024Q4: 5,621 shares; 2025Q1: 5,328 shares; 2025Q2: 6,508 shares; 2025Q3: 5,765 shares; 2025Q4: not loaded; 2026Q1: 6,342 shares 6,342 $2.36M 0.31% 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: 3,235 shares; 2024Q4: 3,247 shares; 2025Q1: 3,251 shares; 2025Q2: 3,250 shares; 2025Q3: 3,286 shares; 2025Q4: not loaded; 2026Q1: 3,307 shares 3,307 $2.34M 0.3% 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: 6,996 shares; 2024Q4: 11,770 shares; 2025Q1: 31,001 shares; 2025Q2: 36,557 shares; 2025Q3: 39,947 shares; 2025Q4: not loaded; 2026Q1: 46,719 shares 46,719 $2.33M 0.3% 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: 37,063 shares; 2024Q4: 37,098 shares; 2025Q1: 33,934 shares; 2025Q2: 40,950 shares; 2025Q3: 37,021 shares; 2025Q4: not loaded; 2026Q1: 29,612 shares 29,612 $2.27M 0.29% 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: 1,078 shares; 2024Q4: 1,163 shares; 2025Q1: 1,159 shares; 2025Q2: 1,118 shares; 2025Q3: 3,121 shares; 2025Q4: not loaded; 2026Q1: 2,454 shares 2,454 $2.26M 0.29% Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 2,164 shares; 2025Q1: 2,311 shares; 2025Q2: 2,699 shares; 2025Q3: 1,985 shares; 2025Q4: not loaded; 2026Q1: 3,935 shares 3,935 $2.25M 0.29% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 7,010 shares; 2025Q1: 6,923 shares; 2025Q2: 6,914 shares; 2025Q3: 6,728 shares; 2025Q4: not loaded; 2026Q1: 7,170 shares 7,170 $2.22M 0.29% Timeline UXAP 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: 96,604 shares; 2025Q3: 87,153 shares; 2025Q4: not loaded; 2026Q1: 59,661 shares 59,661 $2.19M 0.28% Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,330 shares; 2024Q4: 26,816 shares; 2025Q1: 28,325 shares; 2025Q2: 30,394 shares; 2025Q3: 29,296 shares; 2025Q4: not loaded; 2026Q1: 26,860 shares 26,860 $2.17M 0.28% Timeline JEMB 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: not reported; 2025Q4: not loaded; 2026Q1: 40,211 shares 40,211 $2.11M 0.27% Timeline GRNY 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 loaded; 2026Q1: 87,433 shares 87,433 $2.09M 0.27% Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,629 shares; 2024Q4: 25,439 shares; 2025Q1: 25,846 shares; 2025Q2: 26,600 shares; 2025Q3: 26,723 shares; 2025Q4: not loaded; 2026Q1: 25,506 shares 25,506 $2.02M 0.26% Timeline JPSE 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: 25,904 shares; 2024Q4: 26,724 shares; 2025Q1: 27,405 shares; 2025Q2: 45,552 shares; 2025Q3: 49,258 shares; 2025Q4: not loaded; 2026Q1: 37,783 shares 37,783 $1.98M 0.26% 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: 8,951 shares; 2024Q4: 11,077 shares; 2025Q1: 10,838 shares; 2025Q2: 12,710 shares; 2025Q3: 12,656 shares; 2025Q4: not loaded; 2026Q1: 9,556 shares 9,556 $1.98M 0.26% 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: not reported; 2024Q4: not reported; 2025Q1: 5,791 shares; 2025Q2: 35,867 shares; 2025Q3: 45,604 shares; 2025Q4: not loaded; 2026Q1: 38,439 shares 38,439 $1.96M 0.25% 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: 11,268 shares; 2024Q4: 11,861 shares; 2025Q1: 11,987 shares; 2025Q2: 13,286 shares; 2025Q3: 13,202 shares; 2025Q4: not loaded; 2026Q1: 11,406 shares 11,406 $1.94M 0.25% 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: 11,934 shares; 2024Q4: 11,371 shares; 2025Q1: 10,750 shares; 2025Q2: 10,026 shares; 2025Q3: 9,470 shares; 2025Q4: not loaded; 2026Q1: 8,921 shares 8,921 $1.92M 0.25% 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: 51,383 shares; 2024Q4: 37,340 shares; 2025Q1: 36,370 shares; 2025Q2: 36,997 shares; 2025Q3: 38,451 shares; 2025Q4: not loaded; 2026Q1: 44,836 shares 44,836 $1.89M 0.25% 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: 11,395 shares; 2024Q4: 7,964 shares; 2025Q1: 8,403 shares; 2025Q2: 8,839 shares; 2025Q3: 8,750 shares; 2025Q4: not loaded; 2026Q1: 7,946 shares 7,946 $1.89M 0.24% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 5,068 shares; 2025Q1: 5,024 shares; 2025Q2: 4,960 shares; 2025Q3: 4,950 shares; 2025Q4: not loaded; 2026Q1: 16,312 shares 16,312 $1.88M 0.24% Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 17,451 shares; 2025Q1: 17,451 shares; 2025Q2: 17,451 shares; 2025Q3: 17,349 shares; 2025Q4: not loaded; 2026Q1: 16,969 shares 16,969 $1.85M 0.24% 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: not reported; 2025Q1: 6,156 shares; 2025Q2: 13,660 shares; 2025Q3: 6,188 shares; 2025Q4: not loaded; 2026Q1: 18,498 shares 18,498 $1.79M 0.23% 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: 2,460 shares; 2024Q4: 2,750 shares; 2025Q1: 2,772 shares; 2025Q2: 2,720 shares; 2025Q3: 2,517 shares; 2025Q4: not loaded; 2026Q1: 2,705 shares 2,705 $1.76M 0.23% 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: 12,793 shares; 2024Q4: 15,151 shares; 2025Q1: 17,987 shares; 2025Q2: 23,036 shares; 2025Q3: 35,590 shares; 2025Q4: not loaded; 2026Q1: 44,833 shares 44,833 $1.72M 0.22% 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: 4,413 shares; 2024Q4: 12,279 shares; 2025Q1: 19,234 shares; 2025Q2: 26,424 shares; 2025Q3: 28,280 shares; 2025Q4: not loaded; 2026Q1: 30,690 shares 30,690 $1.7M 0.22% 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: 6,433 shares; 2024Q4: 6,088 shares; 2025Q1: 6,003 shares; 2025Q2: 5,920 shares; 2025Q3: 5,926 shares; 2025Q4: not loaded; 2026Q1: 24,958 shares 24,958 $1.69M 0.22% Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,438 shares; 2024Q4: 18,888 shares; 2025Q1: 18,792 shares; 2025Q2: 18,799 shares; 2025Q3: 18,719 shares; 2025Q4: not loaded; 2026Q1: 20,465 shares 20,465 $1.63M 0.21% Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,759 shares; 2024Q4: 17,721 shares; 2025Q1: 16,809 shares; 2025Q2: 21,651 shares; 2025Q3: 21,474 shares; 2025Q4: not loaded; 2026Q1: 21,702 shares 21,702 $1.61M 0.21% Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,521 shares; 2024Q4: 36,395 shares; 2025Q1: 35,881 shares; 2025Q2: 35,743 shares; 2025Q3: 36,418 shares; 2025Q4: not loaded; 2026Q1: 39,117 shares 39,117 $1.6M 0.21% Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 23,115 shares; 2025Q1: 23,284 shares; 2025Q2: 32,034 shares; 2025Q3: 33,155 shares; 2025Q4: not loaded; 2026Q1: 34,931 shares 34,931 $1.59M 0.21% 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: 11,050 shares; 2024Q4: 11,500 shares; 2025Q1: 11,509 shares; 2025Q2: 11,521 shares; 2025Q3: 12,522 shares; 2025Q4: not loaded; 2026Q1: 13,205 shares 13,205 $1.59M 0.21% 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: 2,417 shares; 2024Q4: 8,888 shares; 2025Q1: 8,457 shares; 2025Q2: 7,532 shares; 2025Q3: 7,554 shares; 2025Q4: not loaded; 2026Q1: 7,536 shares 7,536 $1.58M 0.21% 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: 6,850 shares; 2024Q4: 20,550 shares; 2025Q1: 56,693 shares; 2025Q2: 100,040 shares; 2025Q3: 66,332 shares; 2025Q4: not loaded; 2026Q1: 62,541 shares 62,541 $1.57M 0.2% 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: 7,475 shares; 2024Q4: 7,897 shares; 2025Q1: 8,076 shares; 2025Q2: 8,202 shares; 2025Q3: 8,354 shares; 2025Q4: not loaded; 2026Q1: 8,100 shares 8,100 $1.56M 0.2% Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 13,331 shares; 2025Q1: 13,346 shares; 2025Q2: 13,626 shares; 2025Q3: 13,782 shares; 2025Q4: not loaded; 2026Q1: 17,709 shares 17,709 $1.56M 0.2% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 45,204 shares 45,204 $1.53M 0.2% 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: 5,607 shares; 2025Q1: 4,814 shares; 2025Q2: 3,847 shares; 2025Q3: 3,850 shares; 2025Q4: not loaded; 2026Q1: 20,175 shares 20,175 $1.52M 0.2% 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: 1,553 shares; 2024Q4: 1,525 shares; 2025Q1: 1,538 shares; 2025Q2: 1,607 shares; 2025Q3: 1,436 shares; 2025Q4: not loaded; 2026Q1: 1,498 shares 1,498 $1.49M 0.19% 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: 21,510 shares; 2024Q4: 21,510 shares; 2025Q1: 21,622 shares; 2025Q2: 21,810 shares; 2025Q3: 21,185 shares; 2025Q4: not loaded; 2026Q1: 21,693 shares 21,693 $1.48M 0.19% 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: 2,133 shares; 2025Q3: 2,225 shares; 2025Q4: not loaded; 2026Q1: 13,163 shares 13,163 $1.48M 0.19% Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 27,599 shares 27,599 $1.46M 0.19% Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 28,770 shares 28,770 $1.42M 0.18% 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: 2,545 shares; 2025Q1: 2,633 shares; 2025Q2: 5,128 shares; 2025Q3: 11,235 shares; 2025Q4: not loaded; 2026Q1: 13,350 shares 13,350 $1.42M 0.18% 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: 10,019 shares; 2024Q4: 10,829 shares; 2025Q1: 11,104 shares; 2025Q2: 11,318 shares; 2025Q3: 11,367 shares; 2025Q4: not loaded; 2026Q1: 11,368 shares 11,368 $1.41M 0.18% 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: 79,640 shares; 2024Q4: 169,127 shares; 2025Q1: 172,941 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 44,782 shares 44,782 $1.37M 0.18% 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: 8,313 shares; 2025Q4: not loaded; 2026Q1: 18,837 shares 18,837 $1.35M 0.17% Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,390 shares; 2024Q4: 59,683 shares; 2025Q1: 78,638 shares; 2025Q2: 88,482 shares; 2025Q3: 58,727 shares; 2025Q4: not loaded; 2026Q1: 57,226 shares 57,226 $1.33M 0.17% 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: 7,996 shares; 2024Q4: 8,014 shares; 2025Q1: 9,039 shares; 2025Q2: 10,282 shares; 2025Q3: 9,021 shares; 2025Q4: not loaded; 2026Q1: 6,898 shares 6,898 $1.32M 0.17% Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,561 shares; 2025Q1: 9,733 shares; 2025Q2: 9,733 shares; 2025Q3: 10,351 shares; 2025Q4: not loaded; 2026Q1: 28,545 shares 28,545 $1.32M 0.17% 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: 4,787 shares; 2024Q4: 17,703 shares; 2025Q1: 18,446 shares; 2025Q2: 18,193 shares; 2025Q3: 18,188 shares; 2025Q4: not loaded; 2026Q1: 20,368 shares 20,368 $1.31M 0.17% Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 14,320 shares; 2025Q1: 13,836 shares; 2025Q2: 13,837 shares; 2025Q3: 13,852 shares; 2025Q4: not loaded; 2026Q1: 13,655 shares 13,655 $1.3M 0.17% 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: 2,613 shares; 2024Q4: 3,846 shares; 2025Q1: 4,902 shares; 2025Q2: 5,019 shares; 2025Q3: 5,020 shares; 2025Q4: not loaded; 2026Q1: 6,143 shares 6,143 $1.3M 0.17% Timeline RLTY COHEN & STEERS REAL ESTATE O More: the full row for COHEN & STEERS REAL ESTATE O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,023 shares; 2024Q4: 111,651 shares; 2025Q1: 101,653 shares; 2025Q2: 98,166 shares; 2025Q3: 91,999 shares; 2025Q4: not loaded; 2026Q1: 88,785 shares 88,785 $1.29M 0.17% 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: 2,017 shares; 2024Q4: 2,932 shares; 2025Q1: 3,015 shares; 2025Q2: 2,652 shares; 2025Q3: 2,628 shares; 2025Q4: not loaded; 2026Q1: 1,968 shares 1,968 $1.29M 0.17% Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 13,848 shares; 2025Q1: 14,431 shares; 2025Q2: 14,822 shares; 2025Q3: 18,744 shares; 2025Q4: not loaded; 2026Q1: 25,456 shares 25,456 $1.27M 0.17% 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: 8,217 shares; 2024Q4: 8,385 shares; 2025Q1: 8,434 shares; 2025Q2: 8,315 shares; 2025Q3: 8,395 shares; 2025Q4: not loaded; 2026Q1: 8,734 shares 8,734 $1.24M 0.16% 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: 31,755 shares; 2024Q4: 31,755 shares; 2025Q1: 31,755 shares; 2025Q2: 31,755 shares; 2025Q3: 31,755 shares; 2025Q4: not loaded; 2026Q1: 25,000 shares 25,000 $1.24M 0.16% Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,072 shares; 2024Q4: 32,053 shares; 2025Q1: 31,368 shares; 2025Q2: 30,735 shares; 2025Q3: 31,142 shares; 2025Q4: not loaded; 2026Q1: 30,793 shares 30,793 $1.24M 0.16% Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,227 shares; 2024Q4: 12,772 shares; 2025Q1: 12,789 shares; 2025Q2: 12,791 shares; 2025Q3: 12,690 shares; 2025Q4: not loaded; 2026Q1: 12,042 shares 12,042 $1.21M 0.16% Timeline JPIN 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: 90,527 shares; 2024Q4: 99,390 shares; 2025Q1: 101,755 shares; 2025Q2: 69,349 shares; 2025Q3: 67,905 shares; 2025Q4: not loaded; 2026Q1: 16,828 shares 16,828 $1.2M 0.16% 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: 432 shares; 2024Q4: 565 shares; 2025Q1: 566 shares; 2025Q2: 572 shares; 2025Q3: 3,171 shares; 2025Q4: not loaded; 2026Q1: 1,959 shares 1,959 $1.18M 0.15% 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: 9,904 shares; 2024Q4: 10,409 shares; 2025Q1: 10,851 shares; 2025Q2: 10,848 shares; 2025Q3: 11,437 shares; 2025Q4: not loaded; 2026Q1: 10,355 shares 10,355 $1.17M 0.15% 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: not reported; 2025Q4: not loaded; 2026Q1: 21,213 shares 21,213 $1.16M 0.15% Timeline JPUS 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: 9,781 shares; 2024Q4: 9,745 shares; 2025Q1: 9,729 shares; 2025Q2: 9,300 shares; 2025Q3: 8,966 shares; 2025Q4: not loaded; 2026Q1: 8,893 shares 8,893 $1.16M 0.15% 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: 2,772 shares; 2024Q4: 3,991 shares; 2025Q1: 3,864 shares; 2025Q2: 3,956 shares; 2025Q3: 3,986 shares; 2025Q4: not loaded; 2026Q1: 4,071 shares 4,071 $1.16M 0.15% Timeline ESGD 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: 10,974 shares; 2025Q3: 11,524 shares; 2025Q4: not loaded; 2026Q1: 12,032 shares 12,032 $1.15M 0.15% 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: 12,708 shares; 2025Q2: 15,074 shares; 2025Q3: 16,325 shares; 2025Q4: not loaded; 2026Q1: 20,766 shares 20,766 $1.13M 0.15% Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 922 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 973 shares; 2025Q4: not loaded; 2026Q1: 949 shares 949 $1.1M 0.14% 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: 22,214 shares; 2024Q4: 23,315 shares; 2025Q1: 23,542 shares; 2025Q2: 22,641 shares; 2025Q3: 22,743 shares; 2025Q4: not loaded; 2026Q1: 22,461 shares 22,461 $1.09M 0.14% Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,720 shares; 2025Q1: 4,663 shares; 2025Q2: 3,069 shares; 2025Q3: 3,184 shares; 2025Q4: not loaded; 2026Q1: 4,466 shares 4,466 $1.08M 0.14% 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: 14,378 shares; 2024Q4: 14,418 shares; 2025Q1: 15,844 shares; 2025Q2: 17,561 shares; 2025Q3: 17,473 shares; 2025Q4: not loaded; 2026Q1: 18,595 shares 18,595 $1.08M 0.14% Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,018 shares; 2024Q4: 32,474 shares; 2025Q1: 33,902 shares; 2025Q2: 33,902 shares; 2025Q3: 39,017 shares; 2025Q4: not loaded; 2026Q1: 41,606 shares 41,606 $1.07M 0.14% Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,455 shares; 2025Q1: 32,101 shares; 2025Q2: 45,979 shares; 2025Q3: 34,413 shares; 2025Q4: not loaded; 2026Q1: 34,373 shares 34,373 $1.05M 0.14% Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,605 shares; 2024Q4: 33,134 shares; 2025Q1: 35,430 shares; 2025Q2: 36,991 shares; 2025Q3: 30,294 shares; 2025Q4: not loaded; 2026Q1: 22,501 shares 22,501 $1.04M 0.13% 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: 98,716 shares; 2024Q4: 98,918 shares; 2025Q1: 98,920 shares; 2025Q2: 98,594 shares; 2025Q3: 98,594 shares; 2025Q4: not loaded; 2026Q1: 53,547 shares 53,547 $1.03M 0.13% 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: 4,660 shares; 2024Q4: 8,573 shares; 2025Q1: 10,495 shares; 2025Q2: 10,968 shares; 2025Q3: 12,342 shares; 2025Q4: not loaded; 2026Q1: 14,716 shares 14,716 $1.03M 0.13% Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 41,658 shares 41,658 $993K 0.13% 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: 808 shares; 2024Q4: 1,120 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,077 shares; 2025Q4: not loaded; 2026Q1: 1,093 shares 1,093 $954K 0.12% Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,460 shares; 2025Q1: 47,062 shares; 2025Q2: 34,549 shares; 2025Q3: 33,398 shares; 2025Q4: not loaded; 2026Q1: 29,217 shares 29,217 $952K 0.12% Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,093 shares; 2024Q4: 23,940 shares; 2025Q1: 28,218 shares; 2025Q2: 34,488 shares; 2025Q3: 44,477 shares; 2025Q4: not loaded; 2026Q1: 50,152 shares 50,152 $944K 0.12% Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,080 shares; 2024Q4: 28,808 shares; 2025Q1: 30,319 shares; 2025Q2: 29,013 shares; 2025Q3: 25,506 shares; 2025Q4: not loaded; 2026Q1: 22,140 shares 22,140 $941K 0.12% Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 9,205 shares; 2025Q1: 9,006 shares; 2025Q2: 9,728 shares; 2025Q3: 9,713 shares; 2025Q4: not loaded; 2026Q1: 9,894 shares 9,894 $939K 0.12% 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: 4,774 shares; 2025Q1: 6,428 shares; 2025Q2: 7,553 shares; 2025Q3: 8,846 shares; 2025Q4: not loaded; 2026Q1: 12,704 shares 12,704 $936K 0.12% Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 18,891 shares 18,891 $935K 0.12% Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 8,307 shares; 2025Q1: 8,364 shares; 2025Q2: 10,364 shares; 2025Q3: 10,507 shares; 2025Q4: not loaded; 2026Q1: 10,756 shares 10,756 $916K 0.12% Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,465 shares; 2025Q1: 6,770 shares; 2025Q2: 6,858 shares; 2025Q3: 6,257 shares; 2025Q4: not loaded; 2026Q1: 6,300 shares 6,300 $910K 0.12% Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,906 shares; 2024Q4: 6,509 shares; 2025Q1: 6,561 shares; 2025Q2: 9,111 shares; 2025Q3: 9,353 shares; 2025Q4: not loaded; 2026Q1: 9,419 shares 9,419 $904K 0.12% Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,380 shares; 2025Q1: 1,472 shares; 2025Q2: 1,447 shares; 2025Q3: 1,478 shares; 2025Q4: not loaded; 2026Q1: 4,086 shares 4,086 $888K 0.12% 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: 18,043 shares; 2024Q4: 17,138 shares; 2025Q1: 17,066 shares; 2025Q2: 17,153 shares; 2025Q3: 17,145 shares; 2025Q4: not loaded; 2026Q1: 16,749 shares 16,749 $885K 0.11% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,582 shares; 2025Q1: 1,596 shares; 2025Q2: 1,492 shares; 2025Q3: 1,490 shares; 2025Q4: not loaded; 2026Q1: 1,492 shares 1,492 $840K 0.11% Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,830 shares 24,830 $840K 0.11% Timeline JSCP 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: 25,681 shares; 2024Q4: 22,140 shares; 2025Q1: 24,560 shares; 2025Q2: 24,411 shares; 2025Q3: 28,888 shares; 2025Q4: not loaded; 2026Q1: 17,732 shares 17,732 $839K 0.11% Timeline PHO 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: 13,987 shares; 2024Q4: 13,377 shares; 2025Q1: 13,378 shares; 2025Q2: 12,605 shares; 2025Q3: 12,623 shares; 2025Q4: not loaded; 2026Q1: 12,396 shares 12,396 $829K 0.11% Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 49,740 shares 49,740 $826K 0.11% Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,518 shares; 2025Q2: 16,522 shares; 2025Q3: 16,525 shares; 2025Q4: not loaded; 2026Q1: 45,661 shares 45,661 $823K 0.11% Timeline ISRA 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 loaded; 2026Q1: 13,595 shares 13,595 $822K 0.11% Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 13,078 shares; 2025Q1: 12,565 shares; 2025Q2: 10,208 shares; 2025Q3: 10,319 shares; 2025Q4: not loaded; 2026Q1: 10,469 shares 10,469 $812K 0.11% 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: 955 shares; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 750 shares; 2025Q4: not loaded; 2026Q1: 2,686 shares 2,686 $812K 0.11% Timeline FALN 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: 24,444 shares; 2024Q4: 24,438 shares; 2025Q1: 24,555 shares; 2025Q2: 24,896 shares; 2025Q3: 25,612 shares; 2025Q4: not loaded; 2026Q1: 29,577 shares 29,577 $790K 0.1% 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: 9,379 shares; 2024Q4: 9,294 shares; 2025Q1: 9,185 shares; 2025Q2: 9,099 shares; 2025Q3: 9,106 shares; 2025Q4: not loaded; 2026Q1: 8,135 shares 8,135 $784K 0.1% Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 12,450 shares; 2025Q1: 13,058 shares; 2025Q2: 13,641 shares; 2025Q3: 13,101 shares; 2025Q4: not loaded; 2026Q1: 9,786 shares 9,786 $770K 0.1% Timeline IDEV 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: 5,304 shares; 2025Q1: 6,413 shares; 2025Q2: 6,975 shares; 2025Q3: 7,444 shares; 2025Q4: not loaded; 2026Q1: 9,088 shares 9,088 $759K 0.1% 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: 4,685 shares; 2024Q4: 5,236 shares; 2025Q1: 5,166 shares; 2025Q2: 5,139 shares; 2025Q3: 5,139 shares; 2025Q4: not loaded; 2026Q1: 5,753 shares 5,753 $754K 0.1% Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,422 shares; 2025Q1: 8,473 shares; 2025Q2: 8,811 shares; 2025Q3: 8,238 shares; 2025Q4: not loaded; 2026Q1: 8,279 shares 8,279 $753K 0.1% Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,325 shares 10,325 $751K 0.1% Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 10,486 shares; 2025Q1: 11,067 shares; 2025Q2: 11,007 shares; 2025Q3: 10,752 shares; 2025Q4: not loaded; 2026Q1: 9,912 shares 9,912 $733K 0.1% 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: 2,366 shares; 2024Q4: 2,363 shares; 2025Q1: 2,321 shares; 2025Q2: 2,327 shares; 2025Q3: 2,424 shares; 2025Q4: not loaded; 2026Q1: 2,213 shares 2,213 $728K 0.09% Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 4,807 shares; 2025Q4: not loaded; 2026Q1: 2,889 shares 2,889 $724K 0.09% Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 8,732 shares; 2025Q1: 7,728 shares; 2025Q2: 8,217 shares; 2025Q3: 8,159 shares; 2025Q4: not loaded; 2026Q1: 7,258 shares 7,258 $686K 0.09% Timeline INTF 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: 19,586 shares; 2024Q4: 19,820 shares; 2025Q1: 22,322 shares; 2025Q2: 21,763 shares; 2025Q3: 20,387 shares; 2025Q4: not loaded; 2026Q1: 17,574 shares 17,574 $685K 0.09% Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,455 shares; 2025Q1: 4,590 shares; 2025Q2: 4,620 shares; 2025Q3: 4,648 shares; 2025Q4: not loaded; 2026Q1: 4,657 shares 4,657 $680K 0.09% Timeline PULT 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: 13,040 shares; 2024Q4: 14,235 shares; 2025Q1: 12,660 shares; 2025Q2: 12,738 shares; 2025Q3: 14,390 shares; 2025Q4: not loaded; 2026Q1: 13,375 shares 13,375 $675K 0.09% Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 6,035 shares; 2025Q1: 6,246 shares; 2025Q2: 6,637 shares; 2025Q3: 6,165 shares; 2025Q4: not loaded; 2026Q1: 5,965 shares 5,965 $670K 0.09% Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,734 shares; 2024Q4: 13,234 shares; 2025Q1: 13,513 shares; 2025Q2: 14,012 shares; 2025Q3: 14,383 shares; 2025Q4: not loaded; 2026Q1: 6,924 shares 6,924 $669K 0.09% Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,328 shares; 2024Q4: 14,454 shares; 2025Q1: 14,638 shares; 2025Q2: 15,245 shares; 2025Q3: 14,285 shares; 2025Q4: not loaded; 2026Q1: 13,701 shares 13,701 $662K 0.09% 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: 5,681 shares; 2024Q4: 10,551 shares; 2025Q1: 11,033 shares; 2025Q2: 11,045 shares; 2025Q3: 11,005 shares; 2025Q4: not loaded; 2026Q1: 12,113 shares 12,113 $655K 0.08% 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: 4,286 shares; 2024Q4: 3,424 shares; 2025Q1: 3,840 shares; 2025Q2: 3,744 shares; 2025Q3: 3,262 shares; 2025Q4: not loaded; 2026Q1: 3,282 shares 3,282 $653K 0.08% 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: 2,052 shares; 2024Q4: 2,483 shares; 2025Q1: 2,397 shares; 2025Q2: 2,288 shares; 2025Q3: 2,251 shares; 2025Q4: not loaded; 2026Q1: 2,160 shares 2,160 $653K 0.08% Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: not loaded; 2026Q1: 15,387 shares 15,387 $652K 0.08% 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: 2,015 shares; 2024Q4: 3,159 shares; 2025Q1: 3,099 shares; 2025Q2: 2,862 shares; 2025Q3: 2,364 shares; 2025Q4: not loaded; 2026Q1: 3,937 shares 3,937 $651K 0.08% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,474 shares; 2025Q1: 5,724 shares; 2025Q2: 5,402 shares; 2025Q3: 5,343 shares; 2025Q4: not loaded; 2026Q1: 5,481 shares 5,481 $650K 0.08% Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 29,687 shares 29,687 $650K 0.08% Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 12,973 shares 12,973 $647K 0.08% Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,101 shares; 2024Q4: 4,909 shares; 2025Q1: 4,905 shares; 2025Q2: 4,854 shares; 2025Q3: 12,772 shares; 2025Q4: not loaded; 2026Q1: 13,798 shares 13,798 $634K 0.08% Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,637 shares; 2025Q1: 1,038 shares; 2025Q2: 1,031 shares; 2025Q3: 1,046 shares; 2025Q4: not loaded; 2026Q1: 1,474 shares 1,474 $634K 0.08% Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,269 shares; 2025Q1: 6,274 shares; 2025Q2: 6,280 shares; 2025Q3: 6,246 shares; 2025Q4: not loaded; 2026Q1: 6,258 shares 6,258 $630K 0.08% 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: 3,339 shares; 2025Q1: 3,338 shares; 2025Q2: 6,338 shares; 2025Q3: 3,343 shares; 2025Q4: not loaded; 2026Q1: 3,443 shares 3,443 $627K 0.08% Timeline XMVM 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 loaded; 2026Q1: 9,584 shares 9,584 $624K 0.08% Timeline GPIX 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: 13,847 shares; 2025Q1: 13,817 shares; 2025Q2: 14,666 shares; 2025Q3: 14,694 shares; 2025Q4: not loaded; 2026Q1: 12,452 shares 12,452 $623K 0.08% 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: 2,613 shares; 2024Q4: 2,773 shares; 2025Q1: 2,829 shares; 2025Q2: 2,843 shares; 2025Q3: 2,844 shares; 2025Q4: not loaded; 2026Q1: 2,844 shares 2,844 $610K 0.08% Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 21,873 shares; 2025Q1: 17,715 shares; 2025Q2: 18,812 shares; 2025Q3: 22,106 shares; 2025Q4: not loaded; 2026Q1: 24,117 shares 24,117 $604K 0.08% Timeline BUFQ 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: 25,327 shares; 2024Q4: 27,877 shares; 2025Q1: 28,179 shares; 2025Q2: 10,233 shares; 2025Q3: 16,046 shares; 2025Q4: not loaded; 2026Q1: 17,048 shares 17,048 $602K 0.08% Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 4,777 shares; 2025Q1: 4,721 shares; 2025Q2: 4,726 shares; 2025Q3: 4,693 shares; 2025Q4: not loaded; 2026Q1: 4,580 shares 4,580 $600K 0.08% Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,470 shares 24,470 $597K 0.08% 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: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,089 shares; 2025Q2: 1,053 shares; 2025Q3: 1,082 shares; 2025Q4: not loaded; 2026Q1: 1,354 shares 1,354 $591K 0.08% Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,680 shares; 2024Q4: 27,386 shares; 2025Q1: 27,670 shares; 2025Q2: 27,986 shares; 2025Q3: 24,358 shares; 2025Q4: not loaded; 2026Q1: 24,753 shares 24,753 $589K 0.08% Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,400 shares; 2025Q1: 1,389 shares; 2025Q2: 821 shares; 2025Q3: 809 shares; 2025Q4: not loaded; 2026Q1: 808 shares 808 $588K 0.08% Timeline GDXJ 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: 5,800 shares; 2024Q4: 5,942 shares; 2025Q1: 5,737 shares; 2025Q2: 5,737 shares; 2025Q3: 5,481 shares; 2025Q4: not loaded; 2026Q1: 4,860 shares 4,860 $583K 0.08% 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: 7,224 shares; 2024Q4: 8,055 shares; 2025Q1: 9,766 shares; 2025Q2: 9,793 shares; 2025Q3: 10,340 shares; 2025Q4: not loaded; 2026Q1: 11,166 shares 11,166 $580K 0.08% Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 19,849 shares; 2025Q1: 19,799 shares; 2025Q2: 20,531 shares; 2025Q3: 21,437 shares; 2025Q4: not loaded; 2026Q1: 26,623 shares 26,623 $580K 0.08% Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 3,203 shares; 2025Q1: 3,208 shares; 2025Q2: 3,016 shares; 2025Q3: 2,996 shares; 2025Q4: not loaded; 2026Q1: 2,552 shares 2,552 $573K 0.07% 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: 4,022 shares; 2024Q4: 3,988 shares; 2025Q1: 3,993 shares; 2025Q2: 3,976 shares; 2025Q3: 3,977 shares; 2025Q4: not loaded; 2026Q1: 3,777 shares 3,777 $572K 0.07% 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: not reported; 2024Q4: 6,917 shares; 2025Q1: 6,928 shares; 2025Q2: 6,722 shares; 2025Q3: 6,577 shares; 2025Q4: not loaded; 2026Q1: 9,071 shares 9,071 $567K 0.07% 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: 11,797 shares; 2024Q4: 14,030 shares; 2025Q1: 14,132 shares; 2025Q2: 14,211 shares; 2025Q3: 14,112 shares; 2025Q4: not loaded; 2026Q1: 11,302 shares 11,302 $567K 0.07% Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,590 shares; 2025Q1: 17,593 shares; 2025Q2: 19,501 shares; 2025Q3: 16,476 shares; 2025Q4: not loaded; 2026Q1: 21,961 shares 21,961 $563K 0.07% Timeline VCR 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: 1,665 shares; 2024Q4: 1,655 shares; 2025Q1: 1,617 shares; 2025Q2: 1,632 shares; 2025Q3: 1,711 shares; 2025Q4: not loaded; 2026Q1: 1,566 shares 1,566 $562K 0.07% Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 56,038 shares 56,038 $562K 0.07% Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,251 shares; 2024Q4: 60,507 shares; 2025Q1: 35,508 shares; 2025Q2: 35,589 shares; 2025Q3: 33,767 shares; 2025Q4: not loaded; 2026Q1: 28,133 shares 28,133 $562K 0.07% 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: 1,020 shares; 2024Q4: 925 shares; 2025Q1: 850 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: not loaded; 2026Q1: 803 shares 803 $560K 0.07% 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: 6,713 shares; 2024Q4: 6,818 shares; 2025Q1: 6,818 shares; 2025Q2: 6,821 shares; 2025Q3: 6,706 shares; 2025Q4: not loaded; 2026Q1: 6,239 shares 6,239 $559K 0.07% Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 1,854 shares; 2025Q1: 1,625 shares; 2025Q2: 1,507 shares; 2025Q3: 1,370 shares; 2025Q4: not loaded; 2026Q1: 1,196 shares 1,196 $554K 0.07% Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,507 shares; 2025Q1: 2,513 shares; 2025Q2: 2,523 shares; 2025Q3: 2,478 shares; 2025Q4: not loaded; 2026Q1: 2,387 shares 2,387 $554K 0.07% Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,651 shares; 2025Q2: 167,556 shares; 2025Q3: 65,904 shares; 2025Q4: not loaded; 2026Q1: 54,940 shares 54,940 $542K 0.07% Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,780 shares 5,780 $535K 0.07% Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,258 shares; 2025Q2: 93,857 shares; 2025Q3: 54,122 shares; 2025Q4: not loaded; 2026Q1: 43,704 shares 43,704 $531K 0.07% 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: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 2,258 shares; 2025Q2: 1,958 shares; 2025Q3: 1,946 shares; 2025Q4: not loaded; 2026Q1: 3,951 shares 3,951 $525K 0.07% 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: 1,160 shares; 2024Q4: 1,709 shares; 2025Q1: 1,636 shares; 2025Q2: 1,790 shares; 2025Q3: 2,447 shares; 2025Q4: not loaded; 2026Q1: 2,404 shares 2,404 $523K 0.07% Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,492 shares; 2024Q4: 24,175 shares; 2025Q1: 22,597 shares; 2025Q2: 22,610 shares; 2025Q3: 20,561 shares; 2025Q4: not loaded; 2026Q1: 20,061 shares 20,061 $519K 0.07% Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 7,220 shares; 2025Q3: 7,220 shares; 2025Q4: not loaded; 2026Q1: 7,220 shares 7,220 $518K 0.07% Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,651 shares; 2024Q4: 15,347 shares; 2025Q1: 14,749 shares; 2025Q2: 14,569 shares; 2025Q3: 15,115 shares; 2025Q4: not loaded; 2026Q1: 22,292 shares 22,292 $516K 0.07% Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,368 shares; 2025Q1: 5,386 shares; 2025Q2: 5,368 shares; 2025Q3: 5,598 shares; 2025Q4: not loaded; 2026Q1: 11,196 shares 11,196 $514K 0.07% 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: 3,592 shares; 2024Q4: 4,250 shares; 2025Q1: 4,144 shares; 2025Q2: 4,293 shares; 2025Q3: 3,725 shares; 2025Q4: not loaded; 2026Q1: 3,881 shares 3,881 $512K 0.07% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 6,284 shares; 2025Q1: 5,174 shares; 2025Q2: 5,453 shares; 2025Q3: 4,087 shares; 2025Q4: not loaded; 2026Q1: 4,507 shares 4,507 $511K 0.07% Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,952 shares 3,952 $506K 0.07% 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: 2,148 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: not loaded; 2026Q1: 2,033 shares 2,033 $504K 0.07% Timeline AVSE 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: 8,457 shares; 2024Q4: 9,466 shares; 2025Q1: 9,519 shares; 2025Q2: 8,613 shares; 2025Q3: 8,341 shares; 2025Q4: not loaded; 2026Q1: 7,571 shares 7,571 $504K 0.07% Timeline FHLC 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: 6,436 shares; 2024Q4: 7,235 shares; 2025Q1: 7,567 shares; 2025Q2: 8,179 shares; 2025Q3: 8,387 shares; 2025Q4: not loaded; 2026Q1: 7,132 shares 7,132 $502K 0.07% Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 13,909 shares; 2025Q1: 14,157 shares; 2025Q2: 14,157 shares; 2025Q3: 15,997 shares; 2025Q4: not loaded; 2026Q1: 16,651 shares 16,651 $501K 0.06% Timeline VSMV VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,278 shares; 2024Q4: 11,554 shares; 2025Q1: 11,276 shares; 2025Q2: 11,276 shares; 2025Q3: 9,585 shares; 2025Q4: not loaded; 2026Q1: 8,834 shares 8,834 $500K 0.06% Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,318 shares; 2025Q2: 9,418 shares; 2025Q3: 10,672 shares; 2025Q4: not loaded; 2026Q1: 10,796 shares 10,796 $495K 0.06% Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,111 shares; 2025Q1: 911 shares; 2025Q2: 923 shares; 2025Q3: 885 shares; 2025Q4: not loaded; 2026Q1: 914 shares 914 $492K 0.06% 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: 7,417 shares; 2024Q4: 7,701 shares; 2025Q1: 3,177 shares; 2025Q2: 3,170 shares; 2025Q3: 3,157 shares; 2025Q4: not loaded; 2026Q1: 3,303 shares 3,303 $489K 0.06% Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,966 shares; 2025Q1: 10,193 shares; 2025Q2: 11,342 shares; 2025Q3: 16,037 shares; 2025Q4: not loaded; 2026Q1: 17,952 shares 17,952 $489K 0.06% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,458 shares; 2025Q1: 1,425 shares; 2025Q2: 1,309 shares; 2025Q3: 1,439 shares; 2025Q4: not loaded; 2026Q1: 1,382 shares 1,382 $486K 0.06% 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: 1,873 shares; 2024Q4: 2,512 shares; 2025Q1: 2,486 shares; 2025Q2: 2,472 shares; 2025Q3: 2,589 shares; 2025Q4: not loaded; 2026Q1: 3,682 shares 3,682 $482K 0.06% Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,904 shares; 2025Q4: not loaded; 2026Q1: 11,509 shares 11,509 $479K 0.06% Timeline EVUS 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 loaded; 2026Q1: 15,021 shares 15,021 $478K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,035 shares 8,035 $472K 0.06% Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,410 shares; 2025Q1: 1,407 shares; 2025Q2: 1,453 shares; 2025Q3: 1,448 shares; 2025Q4: not loaded; 2026Q1: 1,642 shares 1,642 $471K 0.06% Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 6,893 shares; 2025Q1: 6,573 shares; 2025Q2: 6,489 shares; 2025Q3: 6,321 shares; 2025Q4: not loaded; 2026Q1: 6,320 shares 6,320 $471K 0.06% Timeline UXOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,638 shares; 2025Q4: not loaded; 2026Q1: 13,954 shares 13,954 $470K 0.06% Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,472 shares; 2024Q4: 14,876 shares; 2025Q1: 13,789 shares; 2025Q2: 4,565 shares; 2025Q3: 4,324 shares; 2025Q4: not loaded; 2026Q1: 4,895 shares 4,895 $460K 0.06% 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: 5,221 shares; 2024Q4: 6,343 shares; 2025Q1: 6,274 shares; 2025Q2: 6,567 shares; 2025Q3: 6,547 shares; 2025Q4: not loaded; 2026Q1: 6,031 shares 6,031 $459K 0.06% Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,780 shares; 2025Q1: 1,846 shares; 2025Q2: 1,813 shares; 2025Q3: 1,816 shares; 2025Q4: not loaded; 2026Q1: 1,675 shares 1,675 $456K 0.06% Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,100 shares; 2024Q4: 72,600 shares; 2025Q1: 91,750 shares; 2025Q2: 87,950 shares; 2025Q3: 81,050 shares; 2025Q4: not loaded; 2026Q1: 37,850 shares 37,850 $447K 0.06% Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,561 shares; 2024Q4: 102,561 shares; 2025Q1: 102,561 shares; 2025Q2: 102,561 shares; 2025Q3: 99,081 shares; 2025Q4: not loaded; 2026Q1: 91,761 shares 91,761 $444K 0.06% Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,223 shares; 2025Q1: 4,269 shares; 2025Q2: 4,106 shares; 2025Q3: 3,989 shares; 2025Q4: not loaded; 2026Q1: 2,443 shares 2,443 $443K 0.06% 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: 2,374 shares; 2024Q4: 2,710 shares; 2025Q1: 2,415 shares; 2025Q2: 2,531 shares; 2025Q3: 2,801 shares; 2025Q4: not loaded; 2026Q1: 2,844 shares 2,844 $442K 0.06% 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: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,493 shares; 2025Q4: not loaded; 2026Q1: 2,937 shares 2,937 $441K 0.06% 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: not loaded; 2026Q1: 5,786 shares 5,786 $438K 0.06% 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: 3,826 shares; 2025Q4: not loaded; 2026Q1: 3,202 shares 3,202 $435K 0.06% Timeline IMTM 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: 5,410 shares; 2024Q4: 9,044 shares; 2025Q1: 9,156 shares; 2025Q2: 9,156 shares; 2025Q3: 9,130 shares; 2025Q4: not loaded; 2026Q1: 9,056 shares 9,056 $435K 0.06% 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: 4,777 shares; 2025Q2: 4,996 shares; 2025Q3: 5,101 shares; 2025Q4: not loaded; 2026Q1: 4,679 shares 4,679 $434K 0.06% Timeline HYEM 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: 69,944 shares; 2024Q4: 74,618 shares; 2025Q1: 88,869 shares; 2025Q2: 94,324 shares; 2025Q3: 20,148 shares; 2025Q4: not loaded; 2026Q1: 21,839 shares 21,839 $431K 0.06% 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: 42,380 shares; 2024Q4: 27,229 shares; 2025Q1: 27,081 shares; 2025Q2: 29,045 shares; 2025Q3: 28,557 shares; 2025Q4: not loaded; 2026Q1: 14,855 shares 14,855 $431K 0.06% 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: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 4,634 shares; 2025Q4: not loaded; 2026Q1: 4,757 shares 4,757 $429K 0.06% 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: 1,302 shares; 2024Q4: 5,165 shares; 2025Q1: 4,964 shares; 2025Q2: 4,314 shares; 2025Q3: 3,362 shares; 2025Q4: not loaded; 2026Q1: 1,617 shares 1,617 $424K 0.05% 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: 3,720 shares; 2024Q4: 3,556 shares; 2025Q1: 3,564 shares; 2025Q2: 3,473 shares; 2025Q3: 3,353 shares; 2025Q4: not loaded; 2026Q1: 3,363 shares 3,363 $418K 0.05% Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,690 shares; 2024Q4: 10,603 shares; 2025Q1: 10,405 shares; 2025Q2: 10,480 shares; 2025Q3: 10,035 shares; 2025Q4: not loaded; 2026Q1: 10,290 shares 10,290 $417K 0.05% 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: 2,409 shares; 2024Q4: 2,932 shares; 2025Q1: 2,889 shares; 2025Q2: 3,268 shares; 2025Q3: 3,859 shares; 2025Q4: not loaded; 2026Q1: 4,490 shares 4,490 $417K 0.05% Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,147 shares; 2025Q1: 21,379 shares; 2025Q2: 16,517 shares; 2025Q3: 16,031 shares; 2025Q4: not loaded; 2026Q1: 15,046 shares 15,046 $416K 0.05% Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,739 shares; 2025Q1: 18,653 shares; 2025Q2: 14,318 shares; 2025Q3: 13,865 shares; 2025Q4: not loaded; 2026Q1: 12,666 shares 12,666 $415K 0.05% Timeline UXJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,634 shares; 2025Q4: not loaded; 2026Q1: 13,301 shares 13,301 $413K 0.05% Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 3,880 shares; 2025Q3: 5,087 shares; 2025Q4: not loaded; 2026Q1: 4,983 shares 4,983 $408K 0.05% 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: 2,811 shares; 2025Q1: 2,820 shares; 2025Q2: 2,820 shares; 2025Q3: 2,805 shares; 2025Q4: not loaded; 2026Q1: 2,817 shares 2,817 $407K 0.05% 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: 382 shares; 2024Q4: 442 shares; 2025Q1: 443 shares; 2025Q2: 446 shares; 2025Q3: 447 shares; 2025Q4: not loaded; 2026Q1: 4,218 shares 4,218 $406K 0.05% Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 16,153 shares 16,153 $404K 0.05% Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,606 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,707 shares; 2025Q4: not loaded; 2026Q1: 2,707 shares 2,707 $397K 0.05% Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: not loaded; 2026Q1: 4,714 shares 4,714 $395K 0.05% 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: 26,786 shares; 2024Q4: 28,112 shares; 2025Q1: 26,729 shares; 2025Q2: 15,460 shares; 2025Q3: 14,525 shares; 2025Q4: not loaded; 2026Q1: 14,005 shares 14,005 $393K 0.05% Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: not loaded; 2026Q1: 2,422 shares 2,422 $392K 0.05% Timeline REMX 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: 5,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,008 shares; 2025Q3: 5,247 shares; 2025Q4: not loaded; 2026Q1: 4,447 shares 4,447 $391K 0.05% 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: 1,930 shares; 2024Q4: 1,607 shares; 2025Q1: 1,608 shares; 2025Q2: 1,553 shares; 2025Q3: 1,554 shares; 2025Q4: not loaded; 2026Q1: 1,568 shares 1,568 $390K 0.05% Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: not loaded; 2026Q1: 1,151 shares 1,151 $389K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 1,529 shares; 2025Q2: 1,499 shares; 2025Q3: 2,565 shares; 2025Q4: not loaded; 2026Q1: 1,876 shares 1,876 $389K 0.05% Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,892 shares; 2024Q4: 56,257 shares; 2025Q1: 47,326 shares; 2025Q2: 30,939 shares; 2025Q3: 18,893 shares; 2025Q4: not loaded; 2026Q1: 17,097 shares 17,097 $388K 0.05% Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,655 shares; 2024Q4: 11,326 shares; 2025Q1: 12,681 shares; 2025Q2: 12,721 shares; 2025Q3: 10,374 shares; 2025Q4: not loaded; 2026Q1: 10,001 shares 10,001 $388K 0.05% Timeline FYC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,987 shares 3,987 $387K 0.05% 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: 3,364 shares; 2024Q4: 3,338 shares; 2025Q1: 3,430 shares; 2025Q2: 3,628 shares; 2025Q3: 4,120 shares; 2025Q4: not loaded; 2026Q1: 4,275 shares 4,275 $386K 0.05% Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 8,805 shares; 2025Q1: 8,725 shares; 2025Q2: 8,725 shares; 2025Q3: 9,633 shares; 2025Q4: not loaded; 2026Q1: 9,583 shares 9,583 $381K 0.05% 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: 2,283 shares; 2024Q4: 2,743 shares; 2025Q1: 2,716 shares; 2025Q2: 2,737 shares; 2025Q3: 2,633 shares; 2025Q4: not loaded; 2026Q1: 2,580 shares 2,580 $379K 0.05% Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,590 shares; 2025Q4: not loaded; 2026Q1: 1,457 shares 1,457 $379K 0.05% Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 7,039 shares; 2025Q1: 7,010 shares; 2025Q2: 6,519 shares; 2025Q3: 6,342 shares; 2025Q4: not loaded; 2026Q1: 5,098 shares 5,098 $378K 0.05% Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,126 shares; 2025Q3: 7,377 shares; 2025Q4: not loaded; 2026Q1: 9,078 shares 9,078 $377K 0.05% 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: not loaded; 2026Q1: 11,389 shares 11,389 $375K 0.05% Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,077 shares; 2025Q4: not loaded; 2026Q1: 1,096 shares 1,096 $375K 0.05% Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,282 shares; 2025Q3: 6,426 shares; 2025Q4: not loaded; 2026Q1: 8,175 shares 8,175 $372K 0.05% Timeline AVMV 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: 6,806 shares; 2024Q4: 5,954 shares; 2025Q1: 5,674 shares; 2025Q2: 5,622 shares; 2025Q3: 6,083 shares; 2025Q4: not loaded; 2026Q1: 5,010 shares 5,010 $372K 0.05% 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: 8,372 shares; 2025Q1: 8,264 shares; 2025Q2: not reported; 2025Q3: 9,638 shares; 2025Q4: not loaded; 2026Q1: 15,115 shares 15,115 $367K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 5,248 shares; 2025Q2: 5,032 shares; 2025Q3: 5,647 shares; 2025Q4: not loaded; 2026Q1: 7,563 shares 7,563 $363K 0.05% Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 5,046 shares; 2025Q1: 5,020 shares; 2025Q2: 4,893 shares; 2025Q3: 4,968 shares; 2025Q4: not loaded; 2026Q1: 5,009 shares 5,009 $362K 0.05% Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,051 shares; 2024Q4: 32,138 shares; 2025Q1: 22,126 shares; 2025Q2: 22,219 shares; 2025Q3: 22,309 shares; 2025Q4: not loaded; 2026Q1: 19,303 shares 19,303 $362K 0.05% 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: not reported; 2024Q4: 4,827 shares; 2025Q1: 6,126 shares; 2025Q2: 6,437 shares; 2025Q3: 6,458 shares; 2025Q4: not loaded; 2026Q1: 6,587 shares 6,587 $357K 0.05% Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,139 shares; 2024Q4: 16,709 shares; 2025Q1: 18,695 shares; 2025Q2: 19,528 shares; 2025Q3: 20,735 shares; 2025Q4: not loaded; 2026Q1: 3,777 shares 3,777 $355K 0.05% 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: 44,980 shares; 2024Q4: 140,314 shares; 2025Q1: 143,013 shares; 2025Q2: 4,786 shares; 2025Q3: 4,634 shares; 2025Q4: not loaded; 2026Q1: 3,856 shares 3,856 $354K 0.05% Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,128 shares; 2025Q1: 3,130 shares; 2025Q2: 3,132 shares; 2025Q3: 3,133 shares; 2025Q4: not loaded; 2026Q1: 3,137 shares 3,137 $354K 0.05% Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,811 shares 5,811 $352K 0.05% 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: 8,112 shares; 2024Q4: 8,211 shares; 2025Q1: 8,201 shares; 2025Q2: 8,207 shares; 2025Q3: 8,510 shares; 2025Q4: not loaded; 2026Q1: 8,521 shares 8,521 $350K 0.05% Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,479 shares 9,479 $343K 0.04% Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 4,981 shares; 2025Q1: 4,838 shares; 2025Q2: 4,819 shares; 2025Q3: 5,157 shares; 2025Q4: not loaded; 2026Q1: 4,356 shares 4,356 $343K 0.04% 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: 605 shares; 2024Q4: 764 shares; 2025Q1: 767 shares; 2025Q2: 789 shares; 2025Q3: 778 shares; 2025Q4: not loaded; 2026Q1: 693 shares 693 $341K 0.04% Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 7,239 shares; 2025Q1: 7,179 shares; 2025Q2: not reported; 2025Q3: 1,348 shares; 2025Q4: not loaded; 2026Q1: 2,061 shares 2,061 $339K 0.04% 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: 2,260 shares; 2024Q4: 2,747 shares; 2025Q1: 3,851 shares; 2025Q2: 3,786 shares; 2025Q3: 3,386 shares; 2025Q4: not loaded; 2026Q1: 3,418 shares 3,418 $336K 0.04% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,363 shares; 2025Q1: 3,348 shares; 2025Q2: 3,382 shares; 2025Q3: 3,485 shares; 2025Q4: not loaded; 2026Q1: 3,622 shares 3,622 $336K 0.04% Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,357 shares; 2025Q1: 6,357 shares; 2025Q2: 6,357 shares; 2025Q3: 6,357 shares; 2025Q4: not loaded; 2026Q1: 6,357 shares 6,357 $336K 0.04% Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 8,278 shares; 2025Q1: 8,742 shares; 2025Q2: 9,459 shares; 2025Q3: 9,878 shares; 2025Q4: not loaded; 2026Q1: 7,326 shares 7,326 $330K 0.04% Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,968 shares 1,968 $326K 0.04% 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: 5,844 shares; 2024Q4: 5,927 shares; 2025Q1: 5,794 shares; 2025Q2: 5,639 shares; 2025Q3: 5,049 shares; 2025Q4: not loaded; 2026Q1: 4,533 shares 4,533 $326K 0.04% Timeline IWN 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: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,664 shares; 2025Q3: 1,711 shares; 2025Q4: not loaded; 2026Q1: 1,709 shares 1,709 $324K 0.04% 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: 1,044 shares; 2025Q3: 2,000 shares; 2025Q4: not loaded; 2026Q1: 1,961 shares 1,961 $314K 0.04% 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: 1,951 shares; 2024Q4: 2,081 shares; 2025Q1: 2,109 shares; 2025Q2: 2,117 shares; 2025Q3: 2,113 shares; 2025Q4: not loaded; 2026Q1: 2,422 shares 2,422 $312K 0.04% 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: 660 shares; 2024Q4: 976 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 1,003 shares; 2025Q4: not loaded; 2026Q1: 993 shares 993 $309K 0.04% Timeline GSEW 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: 2,919 shares; 2025Q2: 8,223 shares; 2025Q3: 3,782 shares; 2025Q4: not loaded; 2026Q1: 3,616 shares 3,616 $306K 0.04% Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,478 shares; 2024Q4: 6,487 shares; 2025Q1: 6,431 shares; 2025Q2: 6,037 shares; 2025Q3: 6,040 shares; 2025Q4: not loaded; 2026Q1: 5,410 shares 5,410 $304K 0.04% Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,771 shares; 2025Q4: not loaded; 2026Q1: 11,947 shares 11,947 $302K 0.04% Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 8,497 shares; 2025Q1: 8,899 shares; 2025Q2: 8,904 shares; 2025Q3: 8,104 shares; 2025Q4: not loaded; 2026Q1: 7,984 shares 7,984 $302K 0.04% 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 loaded; 2026Q1: 8,960 shares 8,960 $300K 0.04% Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 633 shares; 2025Q1: 609 shares; 2025Q2: 600 shares; 2025Q3: 512 shares; 2025Q4: not loaded; 2026Q1: 509 shares 509 $300K 0.04% 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: 4,073 shares; 2024Q4: 4,168 shares; 2025Q1: 4,196 shares; 2025Q2: 4,690 shares; 2025Q3: 4,585 shares; 2025Q4: not loaded; 2026Q1: 4,867 shares 4,867 $298K 0.04% 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: 8,718 shares; 2024Q4: 8,730 shares; 2025Q1: 9,306 shares; 2025Q2: 6,809 shares; 2025Q3: 6,297 shares; 2025Q4: not loaded; 2026Q1: 6,330 shares 6,330 $298K 0.04% Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 706 shares; 2025Q4: not loaded; 2026Q1: 867 shares 867 $297K 0.04% Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: not loaded; 2026Q1: 157 shares 157 $297K 0.04% Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,578 shares; 2025Q3: 7,880 shares; 2025Q4: not loaded; 2026Q1: 10,186 shares 10,186 $296K 0.04% 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: 798 shares; 2024Q4: 1,068 shares; 2025Q1: 1,017 shares; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: not loaded; 2026Q1: 1,580 shares 1,580 $295K 0.04% Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,347 shares; 2024Q4: 7,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,736 shares 8,736 $292K 0.04% Timeline SKYY 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: 2,659 shares; 2024Q4: 2,659 shares; 2025Q1: 2,674 shares; 2025Q2: 2,659 shares; 2025Q3: 2,659 shares; 2025Q4: not loaded; 2026Q1: 2,659 shares 2,659 $291K 0.04% 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: 2,413 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,256 shares; 2025Q3: 2,959 shares; 2025Q4: not loaded; 2026Q1: 2,975 shares 2,975 $287K 0.04% Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,431 shares 5,431 $285K 0.04% 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: not reported; 2024Q4: 4,260 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,386 shares; 2025Q4: not loaded; 2026Q1: 3,146 shares 3,146 $285K 0.04% Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,857 shares; 2024Q4: 11,974 shares; 2025Q1: 12,094 shares; 2025Q2: 12,218 shares; 2025Q3: 11,842 shares; 2025Q4: not loaded; 2026Q1: 14,117 shares 14,117 $279K 0.04% Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 19,391 shares; 2025Q1: 15,577 shares; 2025Q2: 15,721 shares; 2025Q3: 14,739 shares; 2025Q4: not loaded; 2026Q1: 12,464 shares 12,464 $277K 0.04% 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: not loaded; 2026Q1: 8,335 shares 8,335 $276K 0.04% 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: 2,534 shares; 2024Q4: 2,562 shares; 2025Q1: 2,913 shares; 2025Q2: 2,297 shares; 2025Q3: 2,414 shares; 2025Q4: not loaded; 2026Q1: 2,498 shares 2,498 $276K 0.04% Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,499 shares; 2025Q4: not loaded; 2026Q1: 2,832 shares 2,832 $275K 0.04% Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 925 shares; 2025Q1: 921 shares; 2025Q2: 883 shares; 2025Q3: 537 shares; 2025Q4: not loaded; 2026Q1: 595 shares 595 $274K 0.04% Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,780 shares; 2024Q4: 47,991 shares; 2025Q1: 39,871 shares; 2025Q2: 31,230 shares; 2025Q3: 30,644 shares; 2025Q4: not loaded; 2026Q1: 26,645 shares 26,645 $271K 0.04% Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,388 shares; 2025Q2: 6,388 shares; 2025Q3: 6,491 shares; 2025Q4: not loaded; 2026Q1: 6,377 shares 6,377 $269K 0.03% Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,214 shares; 2025Q1: 1,220 shares; 2025Q2: 1,225 shares; 2025Q3: 1,243 shares; 2025Q4: not loaded; 2026Q1: 1,260 shares 1,260 $267K 0.03% Timeline EWZ 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: 7,488 shares; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: 7,938 shares; 2025Q3: 7,451 shares; 2025Q4: not loaded; 2026Q1: 6,898 shares 6,898 $265K 0.03% Timeline ARTY 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 loaded; 2026Q1: 5,677 shares 5,677 $264K 0.03% Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 8,983 shares 8,983 $264K 0.03% 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: 26,867 shares; 2024Q4: 22,970 shares; 2025Q1: 22,973 shares; 2025Q2: 23,078 shares; 2025Q3: 23,244 shares; 2025Q4: not loaded; 2026Q1: 22,733 shares 22,733 $262K 0.03% Timeline QCOC 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: 21,810 shares; 2025Q1: 82,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 11,854 shares 11,854 $261K 0.03% Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,559 shares; 2025Q2: 5,945 shares; 2025Q3: 6,214 shares; 2025Q4: not loaded; 2026Q1: 5,746 shares 5,746 $260K 0.03% Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,482 shares; 2025Q1: 9,667 shares; 2025Q2: 9,667 shares; 2025Q3: 10,585 shares; 2025Q4: not loaded; 2026Q1: 11,574 shares 11,574 $259K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 4,161 shares 4,161 $255K 0.03% Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667 shares; 2025Q4: not loaded; 2026Q1: 710 shares 710 $255K 0.03% Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 903 shares; 2025Q3: 901 shares; 2025Q4: not loaded; 2026Q1: 908 shares 908 $254K 0.03% Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,354 shares 3,354 $253K 0.03% 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: 2,149 shares; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,135 shares; 2025Q4: not loaded; 2026Q1: 1,903 shares 1,903 $252K 0.03% Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,833 shares; 2025Q1: 2,836 shares; 2025Q2: 2,899 shares; 2025Q3: 2,902 shares; 2025Q4: not loaded; 2026Q1: 2,561 shares 2,561 $248K 0.03% 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: 1,070 shares; 2025Q3: 1,092 shares; 2025Q4: not loaded; 2026Q1: 1,012 shares 1,012 $245K 0.03% 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: 1,906 shares; 2024Q4: 1,750 shares; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,690 shares; 2025Q4: not loaded; 2026Q1: 1,589 shares 1,589 $245K 0.03% Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,143 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: not loaded; 2026Q1: 4,328 shares 4,328 $245K 0.03% Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: not reported; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,602 shares; 2025Q4: not loaded; 2026Q1: 3,598 shares 3,598 $245K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,730 shares; 2025Q4: not loaded; 2026Q1: 1,232 shares 1,232 $244K 0.03% 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: 2,718 shares; 2024Q4: 2,804 shares; 2025Q1: 2,807 shares; 2025Q2: 2,825 shares; 2025Q3: 2,844 shares; 2025Q4: not loaded; 2026Q1: 3,014 shares 3,014 $244K 0.03% 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: 723 shares; 2024Q4: 658 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: not loaded; 2026Q1: 662 shares 662 $236K 0.03% Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,449 shares 5,449 $232K 0.03% Timeline UFOX 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: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,370 shares 3,370 $230K 0.03% 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: 6,504 shares; 2024Q4: 6,485 shares; 2025Q1: 6,471 shares; 2025Q2: 1,601 shares; 2025Q3: 984 shares; 2025Q4: not loaded; 2026Q1: 1,037 shares 1,037 $227K 0.03% 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: not reported; 2025Q3: 4,773 shares; 2025Q4: not loaded; 2026Q1: 5,273 shares 5,273 $224K 0.03% Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 2,806 shares 2,806 $222K 0.03% Timeline SUSA 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: 1,813 shares; 2024Q4: 1,815 shares; 2025Q1: 1,816 shares; 2025Q2: 1,678 shares; 2025Q3: 1,679 shares; 2025Q4: not loaded; 2026Q1: 1,683 shares 1,683 $222K 0.03% 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: 6,260 shares; 2024Q4: 5,972 shares; 2025Q1: 5,602 shares; 2025Q2: 6,013 shares; 2025Q3: 5,379 shares; 2025Q4: not loaded; 2026Q1: 4,361 shares 4,361 $220K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 1,130 shares; 2025Q3: 1,516 shares; 2025Q4: not loaded; 2026Q1: 563 shares 563 $220K 0.03% Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 3,507 shares; 2025Q1: 2,878 shares; 2025Q2: 2,708 shares; 2025Q3: 2,030 shares; 2025Q4: not loaded; 2026Q1: 2,146 shares 2,146 $216K 0.03% Timeline OKLO OKLO INC More: the full row for OKLO 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: 5,035 shares; 2025Q3: 5,035 shares; 2025Q4: not loaded; 2026Q1: 4,345 shares 4,345 $215K 0.03% Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,085 shares; 2025Q2: 10,085 shares; 2025Q3: 10,085 shares; 2025Q4: not loaded; 2026Q1: 8,560 shares 8,560 $215K 0.03% Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: not loaded; 2026Q1: 1,091 shares 1,091 $215K 0.03% Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,698 shares 3,698 $213K 0.03% Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES 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: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 7,619 shares 7,619 $212K 0.03% Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 665 shares 665 $211K 0.03% Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: not loaded; 2026Q1: 249 shares 249 $211K 0.03% Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,219 shares 1,219 $210K 0.03% Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES 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 loaded; 2026Q1: 67,450 shares 67,450 $207K 0.03% Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,030 shares; 2025Q4: not loaded; 2026Q1: 4,330 shares 4,330 $206K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 841 shares 841 $205K 0.03% Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 805 shares 805 $204K 0.03% Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 5,466 shares 5,466 $201K 0.03% 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 loaded; 2026Q1: 21,937 shares 21,937 $200K 0.03% Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: not loaded; 2026Q1: 19,000 shares 19,000 $198K 0.03% Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,335 shares; 2024Q4: 29,335 shares; 2025Q1: 29,335 shares; 2025Q2: 29,335 shares; 2025Q3: 29,335 shares; 2025Q4: not loaded; 2026Q1: 14,595 shares 14,595 $180K 0.02% Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 13,290 shares; 2025Q1: 13,290 shares; 2025Q2: 13,290 shares; 2025Q3: 12,540 shares; 2025Q4: not loaded; 2026Q1: 10,440 shares 10,440 $178K 0.02% Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,814 shares; 2025Q2: 56,561 shares; 2025Q3: 57,357 shares; 2025Q4: not loaded; 2026Q1: 17,143 shares 17,143 $178K 0.02% Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,454 shares; 2024Q4: 18,514 shares; 2025Q1: 17,895 shares; 2025Q2: 17,681 shares; 2025Q3: 14,987 shares; 2025Q4: not loaded; 2026Q1: 10,565 shares 10,565 $171K 0.02% Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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 loaded; 2026Q1: 15,100 shares 15,100 $148K 0.02% Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,908 shares 10,908 $143K 0.02% Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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 loaded; 2026Q1: 10,640 shares 10,640 $139K 0.02% Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,553 shares; 2024Q4: 33,514 shares; 2025Q1: 33,083 shares; 2025Q2: 38,778 shares; 2025Q3: 34,652 shares; 2025Q4: not loaded; 2026Q1: 24,945 shares 24,945 $127K 0.02% Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,879 shares; 2025Q2: 60,642 shares; 2025Q3: 59,179 shares; 2025Q4: not loaded; 2026Q1: 74,893 shares 74,893 $121K 0.02% Timeline NVD GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 14,990 shares 14,990 $113K 0.01% Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,234 shares; 2024Q4: 17,234 shares; 2025Q1: 17,234 shares; 2025Q2: 17,234 shares; 2025Q3: 17,234 shares; 2025Q4: not loaded; 2026Q1: 17,234 shares 17,234 $104K 0.01% Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 12,410 shares; 2025Q1: 12,410 shares; 2025Q2: 12,410 shares; 2025Q3: 11,710 shares; 2025Q4: not loaded; 2026Q1: 11,700 shares 11,700 $77.6K 0.01% Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 15,622 shares; 2025Q1: 15,622 shares; 2025Q2: 15,622 shares; 2025Q3: 14,372 shares; 2025Q4: not loaded; 2026Q1: 14,372 shares 14,372 $67.1K 0.01% Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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 loaded; 2026Q1: 11,050 shares 11,050 $33.1K <0.01% Timeline FTEK FUEL TECH INC More: the full row for FUEL TECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,850 shares; 2025Q1: 11,850 shares; 2025Q2: 11,850 shares; 2025Q3: 14,160 shares; 2025Q4: not loaded; 2026Q1: 14,160 shares 14,160 $17.3K <0.01% Timeline CMCT CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY 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 loaded; 2026Q1: 16,556 shares 16,556 $10.2K <0.01% Timeline