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: 191,770 shares; 2024Q4: 204,969 shares; 2025Q1: 192,827 shares; 2025Q2: 185,069 shares; 2025Q3: 187,529 shares; 2025Q4: 187,545 shares; 2026Q1: 189,912 shares 189,912 $60.9M 4.45% +2,367 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,929 shares; 2024Q4: not reported; 2025Q1: 779,846 shares; 2025Q2: 859,109 shares; 2025Q3: 863,102 shares; 2025Q4: 870,306 shares; 2026Q1: 889,760 shares 889,760 $60M 4.38% +19,454 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: 506,638 shares; 2024Q4: 1,633,114 shares; 2025Q1: 1,713,584 shares; 2025Q2: 1,825,823 shares; 2025Q3: 1,884,735 shares; 2025Q4: 1,689,595 shares; 2026Q1: 1,725,673 shares 1,725,673 $52.9M 3.87% +36,078 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: 409,453 shares; 2024Q4: 1,731,835 shares; 2025Q1: 1,726,023 shares; 2025Q2: 1,851,661 shares; 2025Q3: 1,900,128 shares; 2025Q4: 1,661,436 shares; 2026Q1: 1,735,481 shares 1,735,481 $50.6M 3.69% +74,045 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: 380,980 shares; 2024Q4: 1,180,899 shares; 2025Q1: 1,231,419 shares; 2025Q2: 1,277,120 shares; 2025Q3: 1,307,726 shares; 2025Q4: 1,257,287 shares; 2026Q1: 1,306,516 shares 1,306,516 $33.5M 2.45% +49,229 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,415 shares; 2024Q4: 209,964 shares; 2025Q1: 214,528 shares; 2025Q2: 219,635 shares; 2025Q3: 232,805 shares; 2025Q4: 251,490 shares; 2026Q1: 324,426 shares 324,426 $32.2M 2.35% +72,936 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: 120,115 shares; 2024Q4: 127,608 shares; 2025Q1: 124,283 shares; 2025Q2: 146,860 shares; 2025Q3: 159,101 shares; 2025Q4: 107,327 shares; 2026Q1: 109,644 shares 109,644 $27.8M 2.03% +2,317 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,960 shares; 2024Q4: 888,044 shares; 2025Q1: 945,912 shares; 2025Q2: 969,524 shares; 2025Q3: 997,407 shares; 2025Q4: 975,483 shares; 2026Q1: 996,300 shares 996,300 $24.7M 1.8% +20,817 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,530 shares; 2024Q4: 449,162 shares; 2025Q1: 480,742 shares; 2025Q2: 491,611 shares; 2025Q3: 517,315 shares; 2025Q4: 523,025 shares; 2026Q1: 527,133 shares 527,133 $24M 1.76% +4,108 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: 417,104 shares; 2024Q4: 435,458 shares; 2025Q1: 444,401 shares; 2025Q2: 460,791 shares; 2025Q3: 483,203 shares; 2025Q4: 493,688 shares; 2026Q1: 512,638 shares 512,638 $20.4M 1.49% +18,950 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: 20,525 shares; 2024Q4: 20,866 shares; 2025Q1: 28,233 shares; 2025Q2: 31,428 shares; 2025Q3: 33,521 shares; 2025Q4: 28,016 shares; 2026Q1: 30,670 shares 30,670 $17.7M 1.29% +2,654 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: 17,839 shares; 2024Q4: 17,845 shares; 2025Q1: 22,893 shares; 2025Q2: 30,492 shares; 2025Q3: 31,004 shares; 2025Q4: 27,397 shares; 2026Q1: 29,324 shares 29,324 $17.5M 1.28% +1,927 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: 251,154 shares; 2024Q4: 524,465 shares; 2025Q1: 555,687 shares; 2025Q2: 583,102 shares; 2025Q3: 603,359 shares; 2025Q4: 571,325 shares; 2026Q1: 585,190 shares 585,190 $17M 1.24% +13,865 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,291 shares; 2024Q4: 171,213 shares; 2025Q1: 181,177 shares; 2025Q2: 175,498 shares; 2025Q3: 188,627 shares; 2025Q4: 192,406 shares; 2026Q1: 190,166 shares 190,166 $17M 1.24% -2,240 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459,550 shares; 2025Q2: 394,464 shares; 2025Q3: 394,464 shares; 2025Q4: 396,909 shares; 2026Q1: 396,630 shares 396,630 $15.7M 1.14% -279 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: 183,815 shares; 2024Q4: 184,779 shares; 2025Q1: 203,473 shares; 2025Q2: 198,659 shares; 2025Q3: 194,651 shares; 2025Q4: 197,760 shares; 2026Q1: 173,014 shares 173,014 $15.2M 1.11% -24,746 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: 214,647 shares; 2024Q4: 226,550 shares; 2025Q1: 237,465 shares; 2025Q2: 245,792 shares; 2025Q3: 260,030 shares; 2025Q4: 271,521 shares; 2026Q1: 286,926 shares 286,926 $14.4M 1.05% +15,405 Timeline SCHK 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: 145,742 shares; 2024Q4: 303,389 shares; 2025Q1: 340,144 shares; 2025Q2: 394,821 shares; 2025Q3: 411,347 shares; 2025Q4: 413,934 shares; 2026Q1: 449,422 shares 449,422 $14.1M 1.03% +35,488 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,781 shares; 2024Q4: 58,472 shares; 2025Q1: 70,056 shares; 2025Q2: 81,279 shares; 2025Q3: 83,755 shares; 2025Q4: 82,766 shares; 2026Q1: 90,731 shares 90,731 $14.1M 1.03% +7,965 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: 177,755 shares; 2024Q4: 239,123 shares; 2025Q1: 193,999 shares; 2025Q2: 260,704 shares; 2025Q3: 272,245 shares; 2025Q4: 77,862 shares; 2026Q1: 79,249 shares 79,249 $13.8M 1.01% +1,387 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,958 shares; 2024Q4: 97,160 shares; 2025Q1: 94,720 shares; 2025Q2: 111,497 shares; 2025Q3: 118,306 shares; 2025Q4: 117,673 shares; 2026Q1: 126,236 shares 126,236 $12.9M 0.94% +8,563 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: 67,510 shares; 2024Q4: 69,310 shares; 2025Q1: 67,823 shares; 2025Q2: 74,041 shares; 2025Q3: 75,945 shares; 2025Q4: 66,498 shares; 2026Q1: 67,120 shares 67,120 $11.4M 0.83% +622 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: 75,617 shares; 2024Q4: 61,329 shares; 2025Q1: 77,970 shares; 2025Q2: 82,061 shares; 2025Q3: 85,800 shares; 2025Q4: 51,419 shares; 2026Q1: 52,006 shares 52,006 $11.2M 0.82% +587 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: 24,799 shares; 2024Q4: 37,686 shares; 2025Q1: 25,208 shares; 2025Q2: 45,053 shares; 2025Q3: 52,258 shares; 2025Q4: 29,954 shares; 2026Q1: 29,828 shares 29,828 $11M 0.81% -126 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: 127,426 shares; 2024Q4: 136,494 shares; 2025Q1: 144,501 shares; 2025Q2: 171,742 shares; 2025Q3: 174,398 shares; 2025Q4: 161,302 shares; 2026Q1: 171,128 shares 171,128 $11M 0.8% +9,826 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: 18,775 shares; 2024Q4: 18,610 shares; 2025Q1: 18,551 shares; 2025Q2: 21,835 shares; 2025Q3: 22,992 shares; 2025Q4: 16,251 shares; 2026Q1: 16,453 shares 16,453 $10.7M 0.78% +202 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,746 shares; 2024Q4: 255,790 shares; 2025Q1: 279,035 shares; 2025Q2: 285,937 shares; 2025Q3: 295,278 shares; 2025Q4: 304,716 shares; 2026Q1: 322,826 shares 322,826 $10.6M 0.78% +18,110 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,210 shares; 2024Q4: 37,302 shares; 2025Q1: 35,366 shares; 2025Q2: 42,100 shares; 2025Q3: 35,440 shares; 2025Q4: 84,080 shares; 2026Q1: 135,520 shares 135,520 $10.6M 0.78% +51,440 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: 36,025 shares; 2024Q4: 28,529 shares; 2025Q1: 33,648 shares; 2025Q2: 34,667 shares; 2025Q3: 33,457 shares; 2025Q4: 28,665 shares; 2026Q1: 27,339 shares 27,339 $10.2M 0.74% -1,326 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,091 shares; 2024Q4: 178,087 shares; 2025Q1: 194,446 shares; 2025Q2: 199,361 shares; 2025Q3: 201,768 shares; 2025Q4: 211,310 shares; 2026Q1: 210,438 shares 210,438 $9.84M 0.72% -872 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: 19,793 shares; 2024Q4: 15,971 shares; 2025Q1: 19,297 shares; 2025Q2: 20,340 shares; 2025Q3: 17,793 shares; 2025Q4: 16,309 shares; 2026Q1: 14,814 shares 14,814 $9.63M 0.7% -1,495 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 604,245 shares; 2025Q2: 589,090 shares; 2025Q3: 575,605 shares; 2025Q4: 510,590 shares; 2026Q1: 510,245 shares 510,245 $9.63M 0.7% -345 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,205 shares; 2025Q2: 299,900 shares; 2025Q3: 299,900 shares; 2025Q4: 336,900 shares; 2026Q1: 387,750 shares 387,750 $9.35M 0.68% +50,850 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: 102,602 shares; 2024Q4: not reported; 2025Q1: 109,004 shares; 2025Q2: 90,841 shares; 2025Q3: 100,658 shares; 2025Q4: 102,029 shares; 2026Q1: 99,994 shares 99,994 $9.27M 0.68% -2,035 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,591 shares; 2024Q4: 62,428 shares; 2025Q1: 75,445 shares; 2025Q2: 70,342 shares; 2025Q3: 74,008 shares; 2025Q4: 81,573 shares; 2026Q1: 82,614 shares 82,614 $9.12M 0.67% +1,041 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: 241,904 shares; 2024Q4: 245,962 shares; 2025Q1: 267,039 shares; 2025Q2: 280,030 shares; 2025Q3: 286,807 shares; 2025Q4: 288,179 shares; 2026Q1: 273,060 shares 273,060 $9.11M 0.67% -15,119 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: 49,763 shares; 2024Q4: 80,842 shares; 2025Q1: 54,880 shares; 2025Q2: 100,060 shares; 2025Q3: 107,649 shares; 2025Q4: 45,360 shares; 2026Q1: 43,728 shares 43,728 $9.11M 0.66% -1,632 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: 85,616 shares; 2024Q4: 268,405 shares; 2025Q1: 286,818 shares; 2025Q2: 296,663 shares; 2025Q3: 307,070 shares; 2025Q4: 270,151 shares; 2026Q1: 293,309 shares 293,309 $9.08M 0.66% +23,158 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: not reported; 2024Q4: 4,465 shares; 2025Q1: 15,396 shares; 2025Q2: 45,473 shares; 2025Q3: 121,461 shares; 2025Q4: 144,378 shares; 2026Q1: 185,467 shares 185,467 $8.77M 0.64% +41,089 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,450 shares 104,450 $8.62M 0.63% new 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: 20,139 shares; 2024Q4: 10,865 shares; 2025Q1: 22,447 shares; 2025Q2: 21,124 shares; 2025Q3: 18,934 shares; 2025Q4: 16,298 shares; 2026Q1: 17,671 shares 17,671 $8.47M 0.62% +1,373 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,431 shares; 2024Q4: 134,687 shares; 2025Q1: 166,364 shares; 2025Q2: 177,409 shares; 2025Q3: 172,339 shares; 2025Q4: 175,487 shares; 2026Q1: 200,135 shares 200,135 $7.8M 0.57% +24,648 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: 8,254 shares; 2024Q4: 8,557 shares; 2025Q1: 11,428 shares; 2025Q2: 13,344 shares; 2025Q3: 14,239 shares; 2025Q4: 14,371 shares; 2026Q1: 15,631 shares 15,631 $7.24M 0.53% +1,260 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: 22,744 shares; 2024Q4: 24,520 shares; 2025Q1: 27,862 shares; 2025Q2: 34,169 shares; 2025Q3: 36,822 shares; 2025Q4: 26,514 shares; 2026Q1: 24,398 shares 24,398 $7M 0.51% -2,116 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: 99,542 shares; 2024Q4: 106,500 shares; 2025Q1: 112,324 shares; 2025Q2: 119,821 shares; 2025Q3: 131,644 shares; 2025Q4: 122,346 shares; 2026Q1: 127,379 shares 127,379 $6.88M 0.5% +5,033 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,552 shares; 2024Q4: 171,098 shares; 2025Q1: 271,964 shares; 2025Q2: 267,310 shares; 2025Q3: 269,702 shares; 2025Q4: 276,022 shares; 2026Q1: 284,006 shares 284,006 $6.85M 0.5% +7,984 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: 16,538 shares; 2024Q4: 15,896 shares; 2025Q1: 19,397 shares; 2025Q2: 24,122 shares; 2025Q3: 26,479 shares; 2025Q4: 19,376 shares; 2026Q1: 20,857 shares 20,857 $6M 0.44% +1,481 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,128 shares; 2024Q4: 74,031 shares; 2025Q1: 78,761 shares; 2025Q2: 77,139 shares; 2025Q3: 79,189 shares; 2025Q4: 81,164 shares; 2026Q1: 113,577 shares 113,577 $5.97M 0.44% +32,413 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: 46,201 shares; 2024Q4: 141,005 shares; 2025Q1: 162,796 shares; 2025Q2: 171,749 shares; 2025Q3: 187,902 shares; 2025Q4: 182,431 shares; 2026Q1: 192,671 shares 192,671 $5.88M 0.43% +10,240 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: 61,904 shares; 2024Q4: 139,761 shares; 2025Q1: 147,969 shares; 2025Q2: 188,141 shares; 2025Q3: 201,166 shares; 2025Q4: 215,172 shares; 2026Q1: 246,509 shares 246,509 $5.72M 0.42% +31,337 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,538 shares; 2024Q4: 40,748 shares; 2025Q1: 40,034 shares; 2025Q2: 68,124 shares; 2025Q3: 65,450 shares; 2025Q4: 67,098 shares; 2026Q1: 71,869 shares 71,869 $5.54M 0.4% +4,771 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: 111,697 shares; 2024Q4: 328,102 shares; 2025Q1: 345,938 shares; 2025Q2: 320,591 shares; 2025Q3: 330,767 shares; 2025Q4: 217,479 shares; 2026Q1: 215,260 shares 215,260 $5.4M 0.39% -2,219 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: 6,578 shares; 2024Q4: 4,810 shares; 2025Q1: 6,845 shares; 2025Q2: 6,821 shares; 2025Q3: 7,401 shares; 2025Q4: 7,403 shares; 2026Q1: 7,688 shares 7,688 $5.36M 0.39% +285 Timeline RAAX 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: 45,143 shares; 2026Q1: 129,853 shares 129,853 $5.29M 0.39% +84,710 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,105 shares; 2024Q4: 36,415 shares; 2025Q1: 47,944 shares; 2025Q2: 47,984 shares; 2025Q3: 46,222 shares; 2025Q4: 39,855 shares; 2026Q1: 30,800 shares 30,800 $5.22M 0.38% -9,055 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: 34,392 shares; 2024Q4: 30,902 shares; 2025Q1: 32,600 shares; 2025Q2: 37,547 shares; 2025Q3: 43,147 shares; 2025Q4: 21,937 shares; 2026Q1: 21,324 shares 21,324 $5.21M 0.38% -613 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: 10,764 shares; 2024Q4: 16,399 shares; 2025Q1: 11,041 shares; 2025Q2: 21,053 shares; 2025Q3: 26,137 shares; 2025Q4: 15,849 shares; 2026Q1: 16,454 shares 16,454 $5.09M 0.37% +605 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,946 shares; 2024Q4: not reported; 2025Q1: 180,533 shares; 2025Q2: 164,930 shares; 2025Q3: 117,504 shares; 2025Q4: 149,389 shares; 2026Q1: 179,863 shares 179,863 $5.01M 0.37% +30,474 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: 43,910 shares; 2024Q4: 19,097 shares; 2025Q1: 63,942 shares; 2025Q2: 60,759 shares; 2025Q3: 79,956 shares; 2025Q4: 124,662 shares; 2026Q1: 95,325 shares 95,325 $4.82M 0.35% -29,337 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,627 shares; 2024Q4: 64,466 shares; 2025Q1: 90,011 shares; 2025Q2: 90,884 shares; 2025Q3: 100,517 shares; 2025Q4: 107,264 shares; 2026Q1: 117,379 shares 117,379 $4.7M 0.34% +10,115 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: 20,172 shares; 2024Q4: 21,059 shares; 2025Q1: 16,666 shares; 2025Q2: 15,803 shares; 2025Q3: 22,395 shares; 2025Q4: 22,645 shares; 2026Q1: 23,817 shares 23,817 $4.67M 0.34% +1,172 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,081 shares; 2024Q4: not reported; 2025Q1: 80,041 shares; 2025Q2: 111,885 shares; 2025Q3: 95,145 shares; 2025Q4: 99,185 shares; 2026Q1: 97,006 shares 97,006 $4.65M 0.34% -2,179 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: 119,231 shares; 2024Q4: 115,153 shares; 2025Q1: 105,145 shares; 2025Q2: 92,084 shares; 2025Q3: 86,844 shares; 2025Q4: 77,510 shares; 2026Q1: 50,219 shares 50,219 $4.61M 0.34% -27,291 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,051 shares; 2024Q4: 24,111 shares; 2025Q1: 41,692 shares; 2025Q2: 60,188 shares; 2025Q3: 56,952 shares; 2025Q4: 35,088 shares; 2026Q1: 31,156 shares 31,156 $4.56M 0.33% -3,932 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 9,917 shares; 2025Q4: 48,369 shares; 2026Q1: 89,684 shares 89,684 $4.55M 0.33% +41,315 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,802 shares; 2024Q4: 19,781 shares; 2025Q1: 22,262 shares; 2025Q2: 29,472 shares; 2025Q3: 32,005 shares; 2025Q4: 110,789 shares; 2026Q1: 114,290 shares 114,290 $4.51M 0.33% +3,501 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,063 shares; 2025Q3: 31,969 shares; 2025Q4: 73,785 shares; 2026Q1: 121,558 shares 121,558 $4.36M 0.32% +47,773 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: 20,482 shares; 2024Q4: 19,689 shares; 2025Q1: 19,701 shares; 2025Q2: 20,537 shares; 2025Q3: 19,905 shares; 2025Q4: 19,291 shares; 2026Q1: 19,929 shares 19,929 $4.36M 0.32% +638 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,378 shares; 2025Q1: 4,654 shares; 2025Q2: 5,483 shares; 2025Q3: 17,123 shares; 2025Q4: 69,325 shares; 2026Q1: 43,070 shares 43,070 $4.33M 0.32% -26,255 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,215 shares; 2024Q4: 39,165 shares; 2025Q1: 42,289 shares; 2025Q2: 42,934 shares; 2025Q3: 48,586 shares; 2025Q4: 57,309 shares; 2026Q1: 52,609 shares 52,609 $4.31M 0.31% -4,700 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,016 shares; 2024Q4: 31,574 shares; 2025Q1: 31,930 shares; 2025Q2: 41,588 shares; 2025Q3: 48,634 shares; 2025Q4: 53,798 shares; 2026Q1: 62,004 shares 62,004 $4.26M 0.31% +8,206 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,419 shares; 2024Q4: 92,333 shares; 2025Q1: 95,837 shares; 2025Q2: 99,583 shares; 2025Q3: 101,539 shares; 2025Q4: 101,598 shares; 2026Q1: 98,798 shares 98,798 $4.2M 0.31% -2,800 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: 5,124 shares; 2024Q4: 14,592 shares; 2025Q1: 6,489 shares; 2025Q2: 16,543 shares; 2025Q3: 17,228 shares; 2025Q4: 7,315 shares; 2026Q1: 6,912 shares 6,912 $3.95M 0.29% -403 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,847 shares; 2024Q4: 56,476 shares; 2025Q1: 57,043 shares; 2025Q2: 56,561 shares; 2025Q3: 54,650 shares; 2025Q4: 54,515 shares; 2026Q1: 57,256 shares 57,256 $3.91M 0.29% +2,741 Timeline FFEB 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: 70,651 shares; 2024Q4: 70,651 shares; 2025Q1: 69,991 shares; 2025Q2: 69,991 shares; 2025Q3: 69,991 shares; 2025Q4: 69,991 shares; 2026Q1: 69,991 shares 69,991 $3.91M 0.29% 0 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: 27,647 shares; 2024Q4: 15,544 shares; 2025Q1: 28,656 shares; 2025Q2: 32,371 shares; 2025Q3: 35,430 shares; 2025Q4: 29,124 shares; 2026Q1: 30,934 shares 30,934 $3.84M 0.28% +1,810 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: 15,683 shares; 2024Q4: 16,746 shares; 2025Q1: 16,868 shares; 2025Q2: 20,686 shares; 2025Q3: 23,466 shares; 2025Q4: 12,804 shares; 2026Q1: 12,934 shares 12,934 $3.8M 0.28% +130 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,206 shares; 2024Q4: 41,178 shares; 2025Q1: 38,248 shares; 2025Q2: 37,658 shares; 2025Q3: 38,276 shares; 2025Q4: 38,488 shares; 2026Q1: 40,504 shares 40,504 $3.79M 0.28% +2,016 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: 49,417 shares; 2024Q4: 25,267 shares; 2025Q1: 50,536 shares; 2025Q2: 55,821 shares; 2025Q3: 51,997 shares; 2025Q4: 49,388 shares; 2026Q1: 49,376 shares 49,376 $3.76M 0.27% -12 Timeline SLDR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,455 shares 74,455 $3.72M 0.27% new 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: 7,943 shares; 2024Q4: 3,538 shares; 2025Q1: 8,366 shares; 2025Q2: 8,134 shares; 2025Q3: 8,077 shares; 2025Q4: 8,215 shares; 2026Q1: 8,401 shares 8,401 $3.61M 0.26% +186 Timeline AIRR 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: 27,188 shares; 2025Q2: 29,485 shares; 2025Q3: 29,691 shares; 2025Q4: 31,075 shares; 2026Q1: 32,427 shares 32,427 $3.59M 0.26% +1,352 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,728 shares; 2024Q4: 74,359 shares; 2025Q1: 73,389 shares; 2025Q2: 71,005 shares; 2025Q3: 75,488 shares; 2025Q4: 73,638 shares; 2026Q1: 73,610 shares 73,610 $3.59M 0.26% -28 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: 37,857 shares; 2024Q4: 43,718 shares; 2025Q1: 46,593 shares; 2025Q2: 47,957 shares; 2025Q3: 51,739 shares; 2025Q4: 57,705 shares; 2026Q1: 69,891 shares 69,891 $3.49M 0.25% +12,186 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: 14,503 shares; 2024Q4: 8,705 shares; 2025Q1: 15,499 shares; 2025Q2: 16,052 shares; 2025Q3: 18,682 shares; 2025Q4: 16,689 shares; 2026Q1: 16,835 shares 16,835 $3.48M 0.25% +146 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 35,191 shares; 2026Q1: 40,736 shares 40,736 $3.38M 0.25% +5,545 Timeline FMAY 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: 64,680 shares; 2024Q4: 63,851 shares; 2025Q1: 63,843 shares; 2025Q2: 63,378 shares; 2025Q3: 63,108 shares; 2025Q4: 63,108 shares; 2026Q1: 62,476 shares 62,476 $3.3M 0.24% -632 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,330 shares; 2024Q4: 35,214 shares; 2025Q1: 52,924 shares; 2025Q2: 44,483 shares; 2025Q3: 51,459 shares; 2025Q4: 53,342 shares; 2026Q1: 62,637 shares 62,637 $3.21M 0.23% +9,295 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: 32,419 shares; 2024Q4: 25,535 shares; 2025Q1: 32,089 shares; 2025Q2: 29,522 shares; 2025Q3: 31,809 shares; 2025Q4: 25,500 shares; 2026Q1: 26,590 shares 26,590 $3.2M 0.23% +1,090 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 6,510 shares; 2025Q1: 7,863 shares; 2025Q2: 8,835 shares; 2025Q3: 10,043 shares; 2025Q4: 8,118 shares; 2026Q1: 9,719 shares 9,719 $3.2M 0.23% +1,601 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: 27,863 shares; 2024Q4: 20,695 shares; 2025Q1: 28,026 shares; 2025Q2: 28,611 shares; 2025Q3: 30,629 shares; 2025Q4: 20,793 shares; 2026Q1: 21,797 shares 21,797 $3.15M 0.23% +1,004 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,207 shares 72,207 $3.14M 0.23% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,316 shares; 2024Q4: not reported; 2025Q1: 207,870 shares; 2025Q2: 197,786 shares; 2025Q3: 191,426 shares; 2025Q4: 197,626 shares; 2026Q1: 102,096 shares 102,096 $3.01M 0.22% -95,530 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 783 shares; 2025Q1: 9,327 shares; 2025Q2: 9,304 shares; 2025Q3: 9,149 shares; 2025Q4: 8,277 shares; 2026Q1: 8,145 shares 8,145 $2.99M 0.22% -132 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,061 shares; 2024Q4: not reported; 2025Q1: 112,439 shares; 2025Q2: 99,646 shares; 2025Q3: 110,791 shares; 2025Q4: 126,347 shares; 2026Q1: 94,280 shares 94,280 $2.91M 0.21% -32,067 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: 10,237 shares; 2024Q4: 5,657 shares; 2025Q1: 10,370 shares; 2025Q2: 11,000 shares; 2025Q3: 12,342 shares; 2025Q4: 12,278 shares; 2026Q1: 11,917 shares 11,917 $2.89M 0.21% -361 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: 24,126 shares; 2024Q4: 21,284 shares; 2025Q1: 14,412 shares; 2025Q2: 31,988 shares; 2025Q3: 36,727 shares; 2025Q4: 36,077 shares; 2026Q1: 38,749 shares 38,749 $2.85M 0.21% +2,672 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,869 shares; 2025Q4: 50,290 shares; 2026Q1: 57,259 shares 57,259 $2.85M 0.21% +6,969 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: 47,127 shares; 2024Q4: 35,786 shares; 2025Q1: 50,124 shares; 2025Q2: 49,071 shares; 2025Q3: 55,497 shares; 2025Q4: 55,690 shares; 2026Q1: 56,655 shares 56,655 $2.84M 0.21% +965 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: 7,122 shares; 2024Q4: 5,025 shares; 2025Q1: 5,901 shares; 2025Q2: 10,029 shares; 2025Q3: 10,975 shares; 2025Q4: 6,722 shares; 2026Q1: 6,493 shares 6,493 $2.84M 0.21% -229 Timeline VPU 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: 4,591 shares; 2024Q4: 5,070 shares; 2025Q1: 8,884 shares; 2025Q2: 11,508 shares; 2025Q3: 12,124 shares; 2025Q4: 14,023 shares; 2026Q1: 13,816 shares 13,816 $2.74M 0.2% -207 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: 52,435 shares; 2024Q4: 53,655 shares; 2025Q1: 47,805 shares; 2025Q2: 40,115 shares; 2025Q3: 38,715 shares; 2025Q4: 33,940 shares; 2026Q1: 22,757 shares 22,757 $2.73M 0.2% -11,183 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: not reported; 2025Q1: 3,507 shares; 2025Q2: 3,307 shares; 2025Q3: 3,312 shares; 2025Q4: 2,928 shares; 2026Q1: 36,207 shares 36,207 $2.73M 0.2% +33,279 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,497 shares; 2025Q2: 56,899 shares; 2025Q3: 45,163 shares; 2025Q4: 49,767 shares; 2026Q1: 27,769 shares 27,769 $2.72M 0.2% -21,998 Timeline FJUL 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: 74,496 shares; 2024Q4: 74,371 shares; 2025Q1: 73,767 shares; 2025Q2: 73,767 shares; 2025Q3: 52,487 shares; 2025Q4: 50,607 shares; 2026Q1: 49,643 shares 49,643 $2.72M 0.2% -964 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,169 shares; 2024Q4: 30,246 shares; 2025Q1: 34,645 shares; 2025Q2: 36,817 shares; 2025Q3: 36,312 shares; 2025Q4: 32,020 shares; 2026Q1: 30,322 shares 30,322 $2.67M 0.2% -1,698 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: 29,826 shares; 2024Q4: 24,957 shares; 2025Q1: 29,571 shares; 2025Q2: 34,100 shares; 2025Q3: 33,618 shares; 2025Q4: 34,692 shares; 2026Q1: 35,564 shares 35,564 $2.67M 0.19% +872 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: 15,735 shares; 2024Q4: not reported; 2025Q1: 15,880 shares; 2025Q2: 20,822 shares; 2025Q3: 19,700 shares; 2025Q4: 46,431 shares; 2026Q1: 51,920 shares 51,920 $2.65M 0.19% +5,489 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,487 shares; 2024Q4: 9,045 shares; 2025Q1: 10,668 shares; 2025Q2: 16,190 shares; 2025Q3: 15,761 shares; 2025Q4: 9,432 shares; 2026Q1: 9,210 shares 9,210 $2.65M 0.19% -222 Timeline XDEC 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: 67,238 shares; 2024Q4: 67,238 shares; 2025Q1: 66,678 shares; 2025Q2: 66,678 shares; 2025Q3: 66,678 shares; 2025Q4: 66,206 shares; 2026Q1: 64,506 shares 64,506 $2.6M 0.19% -1,700 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,720 shares; 2025Q2: 47,683 shares; 2025Q3: 47,691 shares; 2025Q4: 49,520 shares; 2026Q1: 51,176 shares 51,176 $2.6M 0.19% +1,656 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 8,253 shares; 2025Q1: 8,157 shares; 2025Q2: 9,333 shares; 2025Q3: 10,002 shares; 2025Q4: 8,331 shares; 2026Q1: 8,519 shares 8,519 $2.57M 0.19% +188 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,319 shares; 2025Q1: 77,269 shares; 2025Q2: 79,354 shares; 2025Q3: 75,905 shares; 2025Q4: 73,170 shares; 2026Q1: 68,105 shares 68,105 $2.44M 0.18% -5,065 Timeline SCHP 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: 4,754 shares; 2024Q4: 9,504 shares; 2025Q1: 9,078 shares; 2025Q2: 11,390 shares; 2025Q3: 11,521 shares; 2025Q4: 9,473 shares; 2026Q1: 90,030 shares 90,030 $2.4M 0.17% +80,557 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,595 shares; 2025Q3: 26,085 shares; 2025Q4: 27,301 shares; 2026Q1: 28,667 shares 28,667 $2.4M 0.17% +1,366 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 9,061 shares; 2025Q1: 11,261 shares; 2025Q2: 11,750 shares; 2025Q3: 13,051 shares; 2025Q4: 6,304 shares; 2026Q1: 7,299 shares 7,299 $2.38M 0.17% +995 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,436 shares; 2025Q3: 43,691 shares; 2025Q4: 48,953 shares; 2026Q1: 52,482 shares 52,482 $2.36M 0.17% +3,529 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: 2,375 shares; 2024Q4: 2,315 shares; 2025Q1: 2,549 shares; 2025Q2: 3,472 shares; 2025Q3: 4,064 shares; 2025Q4: 2,420 shares; 2026Q1: 2,519 shares 2,519 $2.32M 0.17% +99 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,452 shares; 2024Q4: 11,383 shares; 2025Q1: 21,242 shares; 2025Q2: 26,765 shares; 2025Q3: 29,269 shares; 2025Q4: 21,623 shares; 2026Q1: 21,042 shares 21,042 $2.31M 0.17% -581 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,760 shares; 2024Q4: 10,572 shares; 2025Q1: 11,835 shares; 2025Q2: 12,307 shares; 2025Q3: 13,193 shares; 2025Q4: 5,497 shares; 2026Q1: 5,387 shares 5,387 $2.3M 0.17% -110 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 3,583 shares; 2025Q1: 8,279 shares; 2025Q2: 9,169 shares; 2025Q3: 10,812 shares; 2025Q4: 13,552 shares; 2026Q1: 13,178 shares 13,178 $2.28M 0.17% -374 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: 2,269 shares; 2024Q4: 3,328 shares; 2025Q1: 3,312 shares; 2025Q2: 3,300 shares; 2025Q3: 3,996 shares; 2025Q4: 2,835 shares; 2026Q1: 6,592 shares 6,592 $2.25M 0.16% +3,757 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 3,014 shares; 2025Q1: 1,770 shares; 2025Q2: 3,470 shares; 2025Q3: 3,844 shares; 2025Q4: 25,090 shares; 2026Q1: 23,119 shares 23,119 $2.22M 0.16% -1,971 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: 18,489 shares; 2024Q4: 19,351 shares; 2025Q1: 19,195 shares; 2025Q2: 22,974 shares; 2025Q3: 24,053 shares; 2025Q4: 10,409 shares; 2026Q1: 9,876 shares 9,876 $2.15M 0.16% -533 Timeline FMAR 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: 47,092 shares; 2024Q4: 46,988 shares; 2025Q1: 47,472 shares; 2025Q2: 47,472 shares; 2025Q3: 46,835 shares; 2025Q4: 45,961 shares; 2026Q1: 44,066 shares 44,066 $2.14M 0.16% -1,895 Timeline BMAR 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: 44,002 shares; 2024Q4: 44,002 shares; 2025Q1: 44,683 shares; 2025Q2: 38,983 shares; 2025Q3: 38,983 shares; 2025Q4: 38,733 shares; 2026Q1: 40,688 shares 40,688 $2.14M 0.16% +1,955 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,528 shares; 2024Q4: 18,306 shares; 2025Q1: 22,761 shares; 2025Q2: 24,302 shares; 2025Q3: 23,929 shares; 2025Q4: 21,090 shares; 2026Q1: 13,257 shares 13,257 $2.12M 0.15% -7,833 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 2,934 shares; 2025Q1: 3,975 shares; 2025Q2: 5,370 shares; 2025Q3: 6,173 shares; 2025Q4: 4,677 shares; 2026Q1: 4,220 shares 4,220 $2.11M 0.15% -457 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 2,059 shares; 2025Q3: 2,460 shares; 2025Q4: 2,603 shares; 2026Q1: 2,407 shares 2,407 $2.1M 0.15% -196 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,119 shares; 2024Q4: 7,823 shares; 2025Q1: 12,315 shares; 2025Q2: 12,580 shares; 2025Q3: 13,004 shares; 2025Q4: 13,130 shares; 2026Q1: 9,613 shares 9,613 $2.08M 0.15% -3,517 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,904 shares; 2024Q4: 36,100 shares; 2025Q1: 40,584 shares; 2025Q2: 49,364 shares; 2025Q3: 52,171 shares; 2025Q4: 20,732 shares; 2026Q1: 20,760 shares 20,760 $2.08M 0.15% +28 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 667 shares; 2025Q1: 1,659 shares; 2025Q2: 2,150 shares; 2025Q3: 2,510 shares; 2025Q4: 2,277 shares; 2026Q1: 2,432 shares 2,432 $2.06M 0.15% +155 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: 3,903 shares; 2024Q4: 2,166 shares; 2025Q1: 4,005 shares; 2025Q2: 4,008 shares; 2025Q3: 4,152 shares; 2025Q4: 3,466 shares; 2026Q1: 3,401 shares 3,401 $2.06M 0.15% -65 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 2,014 shares; 2025Q1: 4,300 shares; 2025Q2: 4,488 shares; 2025Q3: 5,632 shares; 2025Q4: 4,920 shares; 2026Q1: 9,079 shares 9,079 $2.05M 0.15% +4,159 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 2,960 shares; 2025Q1: 8,776 shares; 2025Q2: 8,736 shares; 2025Q3: 8,678 shares; 2025Q4: 8,180 shares; 2026Q1: 7,958 shares 7,958 $2.05M 0.15% -222 Timeline CEF 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: 77,426 shares; 2024Q4: 72,355 shares; 2025Q1: 65,255 shares; 2025Q2: 56,055 shares; 2025Q3: 51,684 shares; 2025Q4: 49,234 shares; 2026Q1: 42,501 shares 42,501 $2.03M 0.15% -6,733 Timeline FJAN 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: 42,984 shares; 2024Q4: 40,099 shares; 2025Q1: 39,113 shares; 2025Q2: 39,113 shares; 2025Q3: 38,733 shares; 2025Q4: 38,653 shares; 2026Q1: 39,983 shares 39,983 $2.02M 0.15% +1,330 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,019 shares; 2026Q1: 40,308 shares 40,308 $2.01M 0.15% +19,289 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: 2,280 shares; 2024Q4: 3,841 shares; 2025Q1: 2,870 shares; 2025Q2: 4,989 shares; 2025Q3: 4,888 shares; 2025Q4: 1,908 shares; 2026Q1: 1,970 shares 1,970 $1.96M 0.14% +62 Timeline VAW 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: 10,091 shares; 2024Q4: 9,910 shares; 2025Q1: 9,583 shares; 2025Q2: 9,448 shares; 2025Q3: 8,862 shares; 2025Q4: 8,720 shares; 2026Q1: 8,614 shares 8,614 $1.94M 0.14% -106 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 17,764 shares; 2025Q1: 19,014 shares; 2025Q2: 25,135 shares; 2025Q3: 25,958 shares; 2025Q4: 29,436 shares; 2026Q1: 32,008 shares 32,008 $1.89M 0.14% +2,572 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS 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: 6,655 shares; 2025Q4: not reported; 2026Q1: 50,147 shares 50,147 $1.86M 0.14% new 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: 11,095 shares; 2024Q4: 11,485 shares; 2025Q1: 10,340 shares; 2025Q2: 9,566 shares; 2025Q3: 11,102 shares; 2025Q4: 22,342 shares; 2026Q1: 29,962 shares 29,962 $1.84M 0.13% +7,620 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: not reported; 2025Q1: 6,271 shares; 2025Q2: 6,624 shares; 2025Q3: 11,133 shares; 2025Q4: 11,860 shares; 2026Q1: 13,433 shares 13,433 $1.83M 0.13% +1,573 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: 17,748 shares; 2024Q4: 17,957 shares; 2025Q1: 18,264 shares; 2025Q2: 19,303 shares; 2025Q3: 17,114 shares; 2025Q4: 17,005 shares; 2026Q1: 17,207 shares 17,207 $1.83M 0.13% +202 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,515 shares; 2025Q4: 34,951 shares; 2026Q1: 37,386 shares 37,386 $1.8M 0.13% +2,435 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,380 shares; 2024Q4: 48,380 shares; 2025Q1: 53,348 shares; 2025Q2: 53,348 shares; 2025Q3: 53,854 shares; 2025Q4: 53,854 shares; 2026Q1: 53,808 shares 53,808 $1.8M 0.13% -46 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: 13,266 shares; 2024Q4: 12,717 shares; 2025Q1: 11,536 shares; 2025Q2: 14,935 shares; 2025Q3: 21,365 shares; 2025Q4: 20,207 shares; 2026Q1: 19,880 shares 19,880 $1.8M 0.13% -327 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,139 shares; 2025Q2: 13,193 shares; 2025Q3: 35,775 shares; 2025Q4: 77,676 shares; 2026Q1: 35,599 shares 35,599 $1.78M 0.13% -42,077 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: 50,593 shares; 2024Q4: 49,416 shares; 2025Q1: 41,566 shares; 2025Q2: 41,016 shares; 2025Q3: 43,516 shares; 2025Q4: 38,877 shares; 2026Q1: 25,849 shares 25,849 $1.76M 0.13% -13,028 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 8,042 shares; 2025Q1: 9,173 shares; 2025Q2: 8,899 shares; 2025Q3: 8,694 shares; 2025Q4: 12,932 shares; 2026Q1: 10,348 shares 10,348 $1.75M 0.13% -2,584 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: 8,133 shares; 2024Q4: not reported; 2025Q1: 7,349 shares; 2025Q2: 6,814 shares; 2025Q3: 6,626 shares; 2025Q4: 7,499 shares; 2026Q1: 7,773 shares 7,773 $1.75M 0.13% +274 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: 23,073 shares; 2024Q4: 15,203 shares; 2025Q1: 21,372 shares; 2025Q2: 29,581 shares; 2025Q3: 31,992 shares; 2025Q4: 27,913 shares; 2026Q1: 22,194 shares 22,194 $1.72M 0.13% -5,719 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: 8,209 shares; 2024Q4: 8,019 shares; 2025Q1: 9,504 shares; 2025Q2: 11,644 shares; 2025Q3: 12,927 shares; 2025Q4: 10,623 shares; 2026Q1: 11,054 shares 11,054 $1.72M 0.13% +431 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,797 shares; 2024Q4: 50,110 shares; 2025Q1: 46,660 shares; 2025Q2: 39,919 shares; 2025Q3: 38,023 shares; 2025Q4: 31,187 shares; 2026Q1: 32,506 shares 32,506 $1.71M 0.12% +1,319 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,848 shares; 2024Q4: 35,764 shares; 2025Q1: 35,698 shares; 2025Q2: 35,698 shares; 2025Q3: 35,004 shares; 2025Q4: 34,911 shares; 2026Q1: 34,911 shares 34,911 $1.71M 0.12% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 13,903 shares; 2025Q4: 13,363 shares; 2026Q1: 20,708 shares 20,708 $1.7M 0.12% +7,345 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,228 shares 77,228 $1.7M 0.12% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,700 shares 38,700 $1.69M 0.12% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares 145,000 $1.68M 0.12% 0 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: 59,496 shares; 2024Q4: 64,189 shares; 2025Q1: 63,661 shares; 2025Q2: 71,435 shares; 2025Q3: 72,315 shares; 2025Q4: 25,636 shares; 2026Q1: 26,787 shares 26,787 $1.68M 0.12% +1,151 Timeline FNDE 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: 29,859 shares; 2024Q4: not reported; 2025Q1: 30,376 shares; 2025Q2: 29,195 shares; 2025Q3: 32,620 shares; 2025Q4: 40,990 shares; 2026Q1: 43,768 shares 43,768 $1.67M 0.12% +2,778 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,055 shares; 2024Q4: 36,402 shares; 2025Q1: 37,681 shares; 2025Q2: 37,681 shares; 2025Q3: 37,396 shares; 2025Q4: 37,396 shares; 2026Q1: 37,396 shares 37,396 $1.67M 0.12% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,047 shares; 2025Q2: 12,282 shares; 2025Q3: 26,356 shares; 2025Q4: 45,815 shares; 2026Q1: 32,950 shares 32,950 $1.66M 0.12% -12,865 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: 14,009 shares; 2024Q4: 11,051 shares; 2025Q1: 14,294 shares; 2025Q2: 24,942 shares; 2025Q3: 28,830 shares; 2025Q4: 9,886 shares; 2026Q1: 10,873 shares 10,873 $1.61M 0.12% +987 Timeline BGIG 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 reported; 2026Q1: 48,156 shares 48,156 $1.6M 0.12% new 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: 15,497 shares; 2024Q4: 14,499 shares; 2025Q1: 10,942 shares; 2025Q2: 10,010 shares; 2025Q3: 8,940 shares; 2025Q4: 8,299 shares; 2026Q1: 6,013 shares 6,013 $1.58M 0.11% -2,286 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: 8,806 shares; 2024Q4: 8,807 shares; 2025Q1: 8,122 shares; 2025Q2: 7,965 shares; 2025Q3: 6,893 shares; 2025Q4: 6,732 shares; 2026Q1: 9,456 shares 9,456 $1.57M 0.11% +2,724 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 89,538 shares; 2025Q4: 105,278 shares; 2026Q1: 136,433 shares 136,433 $1.56M 0.11% +31,155 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 7,955 shares; 2025Q1: 8,028 shares; 2025Q2: 8,104 shares; 2025Q3: 9,454 shares; 2025Q4: 6,383 shares; 2026Q1: 5,029 shares 5,029 $1.56M 0.11% -1,354 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,529 shares 7,529 $1.53M 0.11% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,390 shares 34,390 $1.53M 0.11% new 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: 3,178 shares; 2024Q4: 1,430 shares; 2025Q1: 3,106 shares; 2025Q2: 3,047 shares; 2025Q3: 3,763 shares; 2025Q4: 3,953 shares; 2026Q1: 4,339 shares 4,339 $1.49M 0.11% +386 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,271 shares; 2025Q4: 28,494 shares; 2026Q1: 46,953 shares 46,953 $1.48M 0.11% +18,459 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,346 shares; 2025Q4: 25,965 shares; 2026Q1: 30,634 shares 30,634 $1.46M 0.11% +4,669 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: 5,300 shares; 2024Q4: 9,371 shares; 2025Q1: 5,588 shares; 2025Q2: 13,700 shares; 2025Q3: 15,755 shares; 2025Q4: 9,566 shares; 2026Q1: 9,888 shares 9,888 $1.45M 0.11% +322 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 2,843 shares; 2025Q1: 3,595 shares; 2025Q2: 3,620 shares; 2025Q3: 4,403 shares; 2025Q4: 4,545 shares; 2026Q1: 5,004 shares 5,004 $1.45M 0.11% +459 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,077 shares; 2025Q1: 2,740 shares; 2025Q2: 3,212 shares; 2025Q3: 3,485 shares; 2025Q4: 3,501 shares; 2026Q1: 3,386 shares 3,386 $1.44M 0.11% -115 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,071 shares; 2024Q4: 21,850 shares; 2025Q1: 21,950 shares; 2025Q2: 22,073 shares; 2025Q3: 21,392 shares; 2025Q4: 21,101 shares; 2026Q1: 20,833 shares 20,833 $1.43M 0.1% -268 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,162 shares; 2024Q4: 7,354 shares; 2025Q1: 11,761 shares; 2025Q2: 11,953 shares; 2025Q3: 13,895 shares; 2025Q4: 12,223 shares; 2026Q1: 12,852 shares 12,852 $1.41M 0.1% +629 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: 53,793 shares; 2024Q4: 46,118 shares; 2025Q1: 52,295 shares; 2025Q2: 52,685 shares; 2025Q3: 53,987 shares; 2025Q4: 13,700 shares; 2026Q1: 14,568 shares 14,568 $1.41M 0.1% +868 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,620 shares; 2025Q4: 4,032 shares; 2026Q1: 4,737 shares 4,737 $1.39M 0.1% +705 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: 3,479 shares; 2024Q4: 2,237 shares; 2025Q1: 3,670 shares; 2025Q2: 4,086 shares; 2025Q3: 4,540 shares; 2025Q4: 3,938 shares; 2026Q1: 3,908 shares 3,908 $1.37M 0.1% -30 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: 17,943 shares; 2024Q4: not reported; 2025Q1: 16,150 shares; 2025Q2: 15,607 shares; 2025Q3: 15,195 shares; 2025Q4: 15,140 shares; 2026Q1: 14,012 shares 14,012 $1.35M 0.1% -1,128 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: not reported; 2025Q1: 4,107 shares; 2025Q2: 4,745 shares; 2025Q3: 10,060 shares; 2025Q4: 9,992 shares; 2026Q1: 10,671 shares 10,671 $1.35M 0.1% +679 Timeline FNDA 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: 63,215 shares; 2024Q4: not reported; 2025Q1: 100,715 shares; 2025Q2: 52,094 shares; 2025Q3: 56,150 shares; 2025Q4: 62,094 shares; 2026Q1: 41,355 shares 41,355 $1.34M 0.1% -20,739 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 4,510 shares; 2025Q1: 7,291 shares; 2025Q2: 7,417 shares; 2025Q3: 9,031 shares; 2025Q4: 6,419 shares; 2026Q1: 6,836 shares 6,836 $1.33M 0.1% +417 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: 4,493 shares; 2024Q4: 4,530 shares; 2025Q1: 3,253 shares; 2025Q2: 3,120 shares; 2025Q3: 3,395 shares; 2025Q4: 10,928 shares; 2026Q1: 9,981 shares 9,981 $1.33M 0.1% -947 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,620 shares; 2024Q4: 2,820 shares; 2025Q1: 2,937 shares; 2025Q2: 4,599 shares; 2025Q3: 6,279 shares; 2025Q4: 6,265 shares; 2026Q1: 6,146 shares 6,146 $1.31M 0.1% -119 Timeline FCG 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: 17,919 shares; 2024Q4: 21,829 shares; 2025Q1: 19,879 shares; 2025Q2: 16,979 shares; 2025Q3: 16,979 shares; 2025Q4: 40,012 shares; 2026Q1: 41,135 shares 41,135 $1.3M 0.1% +1,123 Timeline QMAR 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: 38,556 shares; 2024Q4: 38,556 shares; 2025Q1: 40,946 shares; 2025Q2: 39,910 shares; 2025Q3: 39,910 shares; 2025Q4: 38,770 shares; 2026Q1: 38,770 shares 38,770 $1.3M 0.1% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 7,437 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,438 shares; 2025Q4: 7,418 shares; 2026Q1: 7,019 shares 7,019 $1.29M 0.09% -399 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,240 shares; 2025Q1: 4,251 shares; 2025Q2: 4,264 shares; 2025Q3: 4,174 shares; 2025Q4: 4,180 shares; 2026Q1: 4,177 shares 4,177 $1.26M 0.09% -3 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,065 shares; 2024Q4: not reported; 2025Q1: 24,493 shares; 2025Q2: 29,604 shares; 2025Q3: 37,165 shares; 2025Q4: 38,325 shares; 2026Q1: 37,025 shares 37,025 $1.26M 0.09% -1,300 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: 3,120 shares; 2024Q4: 1,866 shares; 2025Q1: 3,675 shares; 2025Q2: 3,733 shares; 2025Q3: 4,931 shares; 2025Q4: 4,863 shares; 2026Q1: 5,151 shares 5,151 $1.25M 0.09% +288 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: 22,950 shares; 2024Q4: 23,150 shares; 2025Q1: 18,800 shares; 2025Q2: 18,350 shares; 2025Q3: 20,100 shares; 2025Q4: 18,500 shares; 2026Q1: 13,760 shares 13,760 $1.24M 0.09% -4,740 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: 3,987 shares; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 3,542 shares; 2025Q3: 3,517 shares; 2025Q4: 3,438 shares; 2026Q1: 3,426 shares 3,426 $1.23M 0.09% -12 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,044 shares; 2024Q4: 10,663 shares; 2025Q1: 10,572 shares; 2025Q2: 10,572 shares; 2025Q3: 10,374 shares; 2025Q4: 10,124 shares; 2026Q1: 10,124 shares 10,124 $1.22M 0.09% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 10,891 shares; 2025Q1: 11,138 shares; 2025Q2: 14,356 shares; 2025Q3: 16,760 shares; 2025Q4: 13,407 shares; 2026Q1: 14,102 shares 14,102 $1.22M 0.09% +695 Timeline MARM 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: 41,272 shares; 2024Q4: 37,272 shares; 2025Q1: 37,152 shares; 2025Q2: 37,152 shares; 2025Q3: 36,812 shares; 2025Q4: 36,812 shares; 2026Q1: 36,212 shares 36,212 $1.21M 0.09% -600 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: 4,552 shares; 2024Q4: 3,148 shares; 2025Q1: 5,084 shares; 2025Q2: 4,419 shares; 2025Q3: 6,381 shares; 2025Q4: 6,804 shares; 2026Q1: 7,852 shares 7,852 $1.15M 0.08% +1,048 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: 8,324 shares; 2024Q4: 4,836 shares; 2025Q1: 4,602 shares; 2025Q2: 3,365 shares; 2025Q3: 4,696 shares; 2025Q4: 938 shares; 2026Q1: 1,604 shares 1,604 $1.14M 0.08% +666 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: 8,382 shares; 2025Q1: 10,466 shares; 2025Q2: 11,894 shares; 2025Q3: 16,337 shares; 2025Q4: 11,382 shares; 2026Q1: 10,996 shares 10,996 $1.13M 0.08% -386 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: 14,470 shares; 2024Q4: 6,836 shares; 2025Q1: 11,886 shares; 2025Q2: 12,191 shares; 2025Q3: 13,752 shares; 2025Q4: 16,289 shares; 2026Q1: 16,028 shares 16,028 $1.12M 0.08% -261 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: 1,725 shares; 2024Q4: 1,737 shares; 2025Q1: 2,242 shares; 2025Q2: 2,340 shares; 2025Q3: 2,263 shares; 2025Q4: 2,258 shares; 2026Q1: 1,903 shares 1,903 $1.12M 0.08% -355 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: not reported; 2025Q1: 13,638 shares; 2025Q2: 13,638 shares; 2025Q3: 13,793 shares; 2025Q4: 12,737 shares; 2026Q1: 11,937 shares 11,937 $1.11M 0.08% -800 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 5,240 shares; 2025Q1: 5,746 shares; 2025Q2: 5,135 shares; 2025Q3: 4,940 shares; 2025Q4: 4,705 shares; 2026Q1: 4,612 shares 4,612 $1.09M 0.08% -93 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: 5,586 shares; 2024Q4: 6,017 shares; 2025Q1: 4,953 shares; 2025Q2: 4,786 shares; 2025Q3: 7,197 shares; 2025Q4: 5,249 shares; 2026Q1: 5,637 shares 5,637 $1.09M 0.08% +388 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,218 shares; 2024Q4: 2,993 shares; 2025Q1: 4,115 shares; 2025Q2: 3,993 shares; 2025Q3: 5,091 shares; 2025Q4: 4,732 shares; 2026Q1: 4,585 shares 4,585 $1.08M 0.08% -147 Timeline VCRM 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: 5,805 shares; 2025Q4: 9,761 shares; 2026Q1: 14,390 shares 14,390 $1.08M 0.08% +4,629 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,010 shares; 2024Q4: 21,280 shares; 2025Q1: 32,091 shares; 2025Q2: 35,218 shares; 2025Q3: 35,179 shares; 2025Q4: 30,958 shares; 2026Q1: 17,106 shares 17,106 $1.07M 0.08% -13,852 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: 5,466 shares; 2024Q4: 5,479 shares; 2025Q1: 5,060 shares; 2025Q2: 5,030 shares; 2025Q3: 5,386 shares; 2025Q4: 5,286 shares; 2026Q1: 4,927 shares 4,927 $1.07M 0.08% -359 Timeline IEZ 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: 27,121 shares; 2025Q2: 38,421 shares; 2025Q3: 36,336 shares; 2025Q4: 36,348 shares; 2026Q1: 36,939 shares 36,939 $1.07M 0.08% +591 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 8,311 shares; 2025Q1: 10,537 shares; 2025Q2: 10,641 shares; 2025Q3: 10,692 shares; 2025Q4: 10,766 shares; 2026Q1: 12,068 shares 12,068 $1.07M 0.08% +1,302 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 1,648 shares; 2025Q1: 2,676 shares; 2025Q2: 2,546 shares; 2025Q3: 3,387 shares; 2025Q4: 2,725 shares; 2026Q1: 3,913 shares 3,913 $1.06M 0.08% +1,188 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: 4,656 shares; 2024Q4: 3,732 shares; 2025Q1: 3,400 shares; 2025Q2: 4,660 shares; 2025Q3: 7,516 shares; 2025Q4: 6,123 shares; 2026Q1: 6,355 shares 6,355 $1.05M 0.08% +232 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 753 shares; 2025Q1: 946 shares; 2025Q2: 925 shares; 2025Q3: 903 shares; 2025Q4: 863 shares; 2026Q1: 548 shares 548 $1.05M 0.08% -315 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 16,526 shares; 2025Q1: 15,951 shares; 2025Q2: 16,075 shares; 2025Q3: 15,276 shares; 2025Q4: 11,523 shares; 2026Q1: 11,793 shares 11,793 $1.05M 0.08% +270 Timeline SHM 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: 6,644 shares; 2024Q4: 9,289 shares; 2025Q1: 14,509 shares; 2025Q2: 15,510 shares; 2025Q3: 20,992 shares; 2025Q4: 18,990 shares; 2026Q1: 21,664 shares 21,664 $1.04M 0.08% +2,674 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: 1,768 shares; 2024Q4: 1,549 shares; 2025Q1: 1,790 shares; 2025Q2: 1,445 shares; 2025Q3: 2,340 shares; 2025Q4: 2,577 shares; 2026Q1: 2,107 shares 2,107 $1.04M 0.08% -470 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,499 shares; 2025Q3: 10,891 shares; 2025Q4: 24,694 shares; 2026Q1: 26,927 shares 26,927 $1.03M 0.08% +2,233 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 7,064 shares; 2025Q1: 4,562 shares; 2025Q2: 4,498 shares; 2025Q3: 4,514 shares; 2025Q4: 4,389 shares; 2026Q1: 4,400 shares 4,400 $1.03M 0.08% +11 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,984 shares; 2025Q4: 3,979 shares; 2026Q1: 4,979 shares 4,979 $1.03M 0.08% +1,000 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,109 shares; 2025Q3: 22,999 shares; 2025Q4: 31,651 shares; 2026Q1: 59,305 shares 59,305 $995K 0.07% +27,654 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: 1,879 shares; 2024Q4: 730 shares; 2025Q1: 1,898 shares; 2025Q2: 1,203 shares; 2025Q3: 2,378 shares; 2025Q4: 1,687 shares; 2026Q1: 1,839 shares 1,839 $990K 0.07% +152 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,167 shares; 2024Q4: 57,957 shares; 2025Q1: 58,107 shares; 2025Q2: 41,274 shares; 2025Q3: 36,774 shares; 2025Q4: 34,200 shares; 2026Q1: 34,065 shares 34,065 $986K 0.07% -135 Timeline YJUN 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: 25,880 shares; 2024Q4: 25,880 shares; 2025Q1: 25,880 shares; 2025Q2: 35,544 shares; 2025Q3: 37,694 shares; 2025Q4: 37,694 shares; 2026Q1: 37,694 shares 37,694 $971K 0.07% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,009 shares; 2025Q1: 1,261 shares; 2025Q2: 1,293 shares; 2025Q3: 1,261 shares; 2025Q4: 835 shares; 2026Q1: 439 shares 439 $963K 0.07% -396 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: 9,635 shares; 2025Q1: 9,952 shares; 2025Q2: 10,248 shares; 2025Q3: 11,118 shares; 2025Q4: 10,428 shares; 2026Q1: 13,144 shares 13,144 $957K 0.07% +2,716 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 9,862 shares; 2025Q1: 12,017 shares; 2025Q2: 12,136 shares; 2025Q3: 11,521 shares; 2025Q4: 11,505 shares; 2026Q1: 11,547 shares 11,547 $955K 0.07% +42 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: 7,920 shares; 2024Q4: 7,747 shares; 2025Q1: 6,475 shares; 2025Q2: 8,330 shares; 2025Q3: 11,461 shares; 2025Q4: 9,486 shares; 2026Q1: 9,867 shares 9,867 $951K 0.07% +381 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,502 shares; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 3,306 shares; 2025Q4: 1,875 shares; 2026Q1: 3,968 shares 3,968 $943K 0.07% +2,093 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: 7,245 shares; 2024Q4: 7,029 shares; 2025Q1: 7,571 shares; 2025Q2: 7,652 shares; 2025Q3: 7,942 shares; 2025Q4: 7,813 shares; 2026Q1: 8,586 shares 8,586 $936K 0.07% +773 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,096 shares; 2024Q4: 8,003 shares; 2025Q1: 7,972 shares; 2025Q2: 7,872 shares; 2025Q3: 7,902 shares; 2025Q4: 7,467 shares; 2026Q1: 7,880 shares 7,880 $933K 0.07% +413 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: 19,948 shares; 2024Q4: 25,260 shares; 2025Q1: 16,914 shares; 2025Q2: 28,642 shares; 2025Q3: 30,346 shares; 2025Q4: 27,836 shares; 2026Q1: 32,836 shares 32,836 $922K 0.07% +5,000 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: 33,590 shares; 2025Q2: 135,356 shares; 2025Q3: 84,928 shares; 2025Q4: 92,289 shares; 2026Q1: 91,677 shares 91,677 $920K 0.07% -612 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: 8,911 shares; 2024Q4: 10,017 shares; 2025Q1: 9,481 shares; 2025Q2: 8,405 shares; 2025Q3: 8,422 shares; 2025Q4: 8,128 shares; 2026Q1: 8,147 shares 8,147 $915K 0.07% +19 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: 4,463 shares; 2024Q4: not reported; 2025Q1: 4,216 shares; 2025Q2: 4,466 shares; 2025Q3: 5,895 shares; 2025Q4: 5,815 shares; 2026Q1: 6,250 shares 6,250 $904K 0.07% +435 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: 1,872 shares; 2024Q4: 4,535 shares; 2025Q1: 1,315 shares; 2025Q2: 5,899 shares; 2025Q3: 7,246 shares; 2025Q4: 3,717 shares; 2026Q1: 3,177 shares 3,177 $902K 0.07% -540 Timeline PXF 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: 4,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,028 shares; 2026Q1: 12,800 shares 12,800 $895K 0.07% +2,772 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,820 shares; 2025Q1: 23,270 shares; 2025Q2: 23,045 shares; 2025Q3: 23,045 shares; 2025Q4: 22,916 shares; 2026Q1: 22,795 shares 22,795 $891K 0.07% -121 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,102 shares; 2025Q4: 6,499 shares; 2026Q1: 11,131 shares 11,131 $889K 0.06% +4,632 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,763 shares; 2024Q4: 22,315 shares; 2025Q1: 14,905 shares; 2025Q2: 14,256 shares; 2025Q3: 13,670 shares; 2025Q4: 13,550 shares; 2026Q1: 12,992 shares 12,992 $885K 0.06% -558 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 13,242 shares; 2025Q1: 13,929 shares; 2025Q2: 14,016 shares; 2025Q3: 14,031 shares; 2025Q4: 15,610 shares; 2026Q1: 16,941 shares 16,941 $884K 0.06% +1,331 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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 reported; 2026Q1: 40,490 shares 40,490 $878K 0.06% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,706 shares; 2025Q1: 9,206 shares; 2025Q2: 8,320 shares; 2025Q3: 7,981 shares; 2025Q4: 8,870 shares; 2026Q1: 7,210 shares 7,210 $873K 0.06% -1,660 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 4,590 shares; 2025Q1: 6,154 shares; 2025Q2: 10,333 shares; 2025Q3: 9,357 shares; 2025Q4: 9,335 shares; 2026Q1: 9,346 shares 9,346 $856K 0.06% +11 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,284 shares; 2025Q1: 1,327 shares; 2025Q2: 1,256 shares; 2025Q3: 1,379 shares; 2025Q4: 1,301 shares; 2026Q1: 1,235 shares 1,235 $843K 0.06% -66 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 1,320 shares; 2025Q1: 1,534 shares; 2025Q2: 1,597 shares; 2025Q3: 1,963 shares; 2025Q4: 1,993 shares; 2026Q1: 2,064 shares 2,064 $841K 0.06% +71 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: 20,724 shares; 2024Q4: 9,585 shares; 2025Q1: 20,450 shares; 2025Q2: 20,996 shares; 2025Q3: 22,585 shares; 2025Q4: 18,945 shares; 2026Q1: 18,466 shares 18,466 $841K 0.06% -479 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 1,393 shares; 2025Q3: 1,939 shares; 2025Q4: 2,174 shares; 2026Q1: 2,392 shares 2,392 $826K 0.06% +218 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,435 shares 162,435 $820K 0.06% new Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,432 shares; 2024Q4: 23,432 shares; 2025Q1: 23,432 shares; 2025Q2: 23,782 shares; 2025Q3: 23,782 shares; 2025Q4: 23,782 shares; 2026Q1: 22,192 shares 22,192 $804K 0.06% -1,590 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 7,053 shares; 2025Q1: 5,303 shares; 2025Q2: 8,964 shares; 2025Q3: 11,284 shares; 2025Q4: 4,561 shares; 2026Q1: 4,863 shares 4,863 $800K 0.06% +302 Timeline FAPR 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: 13,690 shares; 2024Q4: 13,690 shares; 2025Q1: 13,118 shares; 2025Q2: 18,487 shares; 2025Q3: 18,437 shares; 2025Q4: 17,865 shares; 2026Q1: 17,815 shares 17,815 $800K 0.06% -50 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: 5,611 shares; 2024Q4: 3,661 shares; 2025Q1: 5,445 shares; 2025Q2: 5,778 shares; 2025Q3: 6,743 shares; 2025Q4: 6,080 shares; 2026Q1: 6,194 shares 6,194 $798K 0.06% +114 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,114 shares; 2025Q1: 1,317 shares; 2025Q2: 19,661 shares; 2025Q3: 19,884 shares; 2025Q4: 12,896 shares; 2026Q1: 8,606 shares 8,606 $794K 0.06% -4,290 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: 19,207 shares; 2024Q4: not reported; 2025Q1: 18,309 shares; 2025Q2: 18,138 shares; 2025Q3: 18,804 shares; 2025Q4: 18,178 shares; 2026Q1: 13,350 shares 13,350 $785K 0.06% -4,828 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 2,627 shares; 2025Q1: 2,202 shares; 2025Q2: 3,088 shares; 2025Q3: 4,498 shares; 2025Q4: 4,578 shares; 2026Q1: 4,124 shares 4,124 $782K 0.06% -454 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: 11,592 shares; 2024Q4: 9,419 shares; 2025Q1: 8,914 shares; 2025Q2: 8,925 shares; 2025Q3: 12,461 shares; 2025Q4: 11,690 shares; 2026Q1: 8,414 shares 8,414 $782K 0.06% -3,276 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: 8,862 shares; 2024Q4: 8,681 shares; 2025Q1: 8,458 shares; 2025Q2: 8,476 shares; 2025Q3: 8,799 shares; 2025Q4: 5,636 shares; 2026Q1: 5,953 shares 5,953 $780K 0.06% +317 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: 1,996 shares; 2024Q4: not reported; 2025Q1: 1,920 shares; 2025Q2: 1,987 shares; 2025Q3: 2,843 shares; 2025Q4: 3,081 shares; 2026Q1: 3,352 shares 3,352 $778K 0.06% +271 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 1,090 shares; 2025Q1: 2,674 shares; 2025Q2: 2,618 shares; 2025Q3: 3,222 shares; 2025Q4: 2,668 shares; 2026Q1: 2,546 shares 2,546 $770K 0.06% -122 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 5,473 shares; 2025Q1: 4,900 shares; 2025Q2: 4,805 shares; 2025Q3: 5,130 shares; 2025Q4: 4,846 shares; 2026Q1: 5,300 shares 5,300 $770K 0.06% +454 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,560 shares 16,560 $768K 0.06% new 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: 4,701 shares; 2024Q4: 5,885 shares; 2025Q1: 4,064 shares; 2025Q2: 6,408 shares; 2025Q3: 5,515 shares; 2025Q4: 3,158 shares; 2026Q1: 5,861 shares 5,861 $767K 0.06% +2,703 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: 16,667 shares; 2024Q4: 21,026 shares; 2025Q1: 19,021 shares; 2025Q2: 22,056 shares; 2025Q3: 19,801 shares; 2025Q4: 17,353 shares; 2026Q1: 15,224 shares 15,224 $760K 0.06% -2,129 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,383 shares; 2025Q1: 4,370 shares; 2025Q2: 4,214 shares; 2025Q3: 4,406 shares; 2025Q4: 4,261 shares; 2026Q1: 3,380 shares 3,380 $747K 0.05% -881 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: 11,581 shares; 2024Q4: 9,786 shares; 2025Q1: 6,640 shares; 2025Q2: 14,008 shares; 2025Q3: 17,215 shares; 2025Q4: 9,331 shares; 2026Q1: 9,387 shares 9,387 $747K 0.05% +56 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: 3,534 shares; 2024Q4: 3,564 shares; 2025Q1: 3,519 shares; 2025Q2: 5,754 shares; 2025Q3: 4,315 shares; 2025Q4: 8,102 shares; 2026Q1: 16,131 shares 16,131 $740K 0.05% +8,029 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: 10,673 shares; 2024Q4: 10,658 shares; 2025Q1: 10,658 shares; 2025Q2: 10,661 shares; 2025Q3: 10,573 shares; 2025Q4: 1,275 shares; 2026Q1: 3,846 shares 3,846 $738K 0.05% +2,571 Timeline YMAR 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: 21,186 shares; 2024Q4: 21,186 shares; 2025Q1: 24,151 shares; 2025Q2: 24,151 shares; 2025Q3: 23,611 shares; 2025Q4: 23,611 shares; 2026Q1: 26,636 shares 26,636 $729K 0.05% +3,025 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: 4,156 shares; 2024Q4: 3,357 shares; 2025Q1: 3,449 shares; 2025Q2: 2,009 shares; 2025Q3: 2,179 shares; 2025Q4: 2,472 shares; 2026Q1: 2,670 shares 2,670 $727K 0.05% +198 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,940 shares; 2024Q4: 10,950 shares; 2025Q1: 14,118 shares; 2025Q2: 15,117 shares; 2025Q3: 14,747 shares; 2025Q4: 14,963 shares; 2026Q1: 11,144 shares 11,144 $727K 0.05% -3,819 Timeline FAUG 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: 13,943 shares; 2024Q4: 13,943 shares; 2025Q1: 13,415 shares; 2025Q2: 13,415 shares; 2025Q3: 14,055 shares; 2025Q4: 14,055 shares; 2026Q1: 13,979 shares 13,979 $724K 0.05% -76 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: 4,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,879 shares; 2025Q4: 6,211 shares; 2026Q1: 6,366 shares 6,366 $722K 0.05% +155 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: 6,766 shares; 2024Q4: 6,296 shares; 2025Q1: 5,144 shares; 2025Q2: 5,008 shares; 2025Q3: 5,445 shares; 2025Q4: 5,947 shares; 2026Q1: 5,806 shares 5,806 $722K 0.05% -141 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,331 shares; 2025Q1: 1,757 shares; 2025Q2: 2,965 shares; 2025Q3: 3,344 shares; 2025Q4: 3,296 shares; 2026Q1: 3,003 shares 3,003 $719K 0.05% -293 Timeline REZ 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: 11,006 shares; 2026Q1: 8,630 shares 8,630 $718K 0.05% -2,376 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,429 shares; 2025Q1: not reported; 2025Q2: 1,193 shares; 2025Q3: 1,735 shares; 2025Q4: 1,757 shares; 2026Q1: 2,123 shares 2,123 $718K 0.05% +366 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,035 shares; 2025Q2: 7,560 shares; 2025Q3: 7,587 shares; 2025Q4: 7,611 shares; 2026Q1: 7,599 shares 7,599 $709K 0.05% -12 Timeline IJT 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: 5,638 shares; 2024Q4: 5,553 shares; 2025Q1: 4,953 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 4,913 shares; 2026Q1: 4,860 shares 4,860 $703K 0.05% -53 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: 12,121 shares; 2024Q4: 11,387 shares; 2025Q1: 10,728 shares; 2025Q2: 12,401 shares; 2025Q3: 9,931 shares; 2025Q4: 10,152 shares; 2026Q1: 14,571 shares 14,571 $700K 0.05% +4,419 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,083 shares; 2024Q4: 5,701 shares; 2025Q1: 5,679 shares; 2025Q2: 6,128 shares; 2025Q3: 7,671 shares; 2025Q4: 3,833 shares; 2026Q1: 5,035 shares 5,035 $697K 0.05% +1,202 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,792 shares; 2024Q4: 6,759 shares; 2025Q1: 8,931 shares; 2025Q2: 9,310 shares; 2025Q3: 9,889 shares; 2025Q4: 11,562 shares; 2026Q1: 9,952 shares 9,952 $689K 0.05% -1,610 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: 3,426 shares; 2024Q4: 3,455 shares; 2025Q1: 4,446 shares; 2025Q2: 4,862 shares; 2025Q3: 4,758 shares; 2025Q4: 4,788 shares; 2026Q1: 3,208 shares 3,208 $688K 0.05% -1,580 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,174 shares; 2025Q1: 2,222 shares; 2025Q2: 2,181 shares; 2025Q3: 2,924 shares; 2025Q4: 6,180 shares; 2026Q1: 6,304 shares 6,304 $687K 0.05% +124 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,464 shares; 2024Q4: 15,528 shares; 2025Q1: 13,456 shares; 2025Q2: 12,145 shares; 2025Q3: 11,556 shares; 2025Q4: 11,393 shares; 2026Q1: 11,401 shares 11,401 $682K 0.05% +8 Timeline ESGU 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: 4,781 shares; 2024Q4: 4,796 shares; 2025Q1: 4,822 shares; 2025Q2: 4,834 shares; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares; 2026Q1: 4,770 shares 4,770 $675K 0.05% +12 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: 17,575 shares; 2024Q4: 17,598 shares; 2025Q1: 19,327 shares; 2025Q2: 19,282 shares; 2025Q3: 21,205 shares; 2025Q4: 8,734 shares; 2026Q1: 8,302 shares 8,302 $672K 0.05% -432 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: 7,617 shares; 2024Q4: 36,977 shares; 2025Q1: 17,369 shares; 2025Q2: 53,738 shares; 2025Q3: 58,770 shares; 2025Q4: 16,565 shares; 2026Q1: 11,830 shares 11,830 $671K 0.05% -4,735 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,549 shares; 2025Q1: 4,055 shares; 2025Q2: 3,970 shares; 2025Q3: 3,969 shares; 2025Q4: 3,202 shares; 2026Q1: 3,284 shares 3,284 $667K 0.05% +82 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 714 shares; 2026Q1: 724 shares 724 $648K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 885 shares; 2025Q3: 886 shares; 2025Q4: 887 shares; 2026Q1: 888 shares 888 $646K 0.05% +1 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,766 shares; 2024Q4: 16,766 shares; 2025Q1: 16,596 shares; 2025Q2: 16,596 shares; 2025Q3: 16,388 shares; 2025Q4: 16,108 shares; 2026Q1: 15,982 shares 15,982 $638K 0.05% -126 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,439 shares; 2025Q1: 2,460 shares; 2025Q2: 2,442 shares; 2025Q3: 2,533 shares; 2025Q4: 2,367 shares; 2026Q1: 2,451 shares 2,451 $638K 0.05% +84 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,968 shares; 2024Q4: 14,968 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,968 shares; 2025Q4: 14,968 shares; 2026Q1: 14,968 shares 14,968 $636K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 1,305 shares; 2025Q3: 1,438 shares; 2025Q4: 6,578 shares; 2026Q1: 4,034 shares 4,034 $634K 0.05% -2,544 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: 3,920 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares; 2026Q1: 4,773 shares 4,773 $632K 0.05% +517 Timeline FSEP 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: 12,302 shares; 2024Q4: 12,302 shares; 2025Q1: 12,302 shares; 2025Q2: 12,302 shares; 2025Q3: 13,308 shares; 2025Q4: 13,266 shares; 2026Q1: 12,287 shares 12,287 $618K 0.05% -979 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: 6,676 shares; 2024Q4: 6,636 shares; 2025Q1: 5,537 shares; 2025Q2: 5,416 shares; 2025Q3: 5,401 shares; 2025Q4: 5,353 shares; 2026Q1: 5,641 shares 5,641 $617K 0.05% +288 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,827 shares; 2025Q1: 2,591 shares; 2025Q2: 3,573 shares; 2025Q3: 3,518 shares; 2025Q4: 2,119 shares; 2026Q1: 2,040 shares 2,040 $617K 0.05% -79 Timeline QJUN 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: 21,834 shares; 2024Q4: 21,734 shares; 2025Q1: 21,734 shares; 2025Q2: 20,990 shares; 2025Q3: 19,918 shares; 2025Q4: 19,818 shares; 2026Q1: 19,730 shares 19,730 $616K 0.05% -88 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 19,518 shares; 2025Q1: 17,852 shares; 2025Q2: 17,702 shares; 2025Q3: 15,312 shares; 2025Q4: 15,000 shares; 2026Q1: 14,100 shares 14,100 $616K 0.04% -900 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,936 shares; 2025Q3: 16,460 shares; 2025Q4: 16,460 shares; 2026Q1: 15,450 shares 15,450 $615K 0.04% -1,010 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: 4,275 shares; 2024Q4: 4,455 shares; 2025Q1: 4,450 shares; 2025Q2: 4,448 shares; 2025Q3: 4,831 shares; 2025Q4: 4,448 shares; 2026Q1: 5,416 shares 5,416 $613K 0.04% +968 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: 11,992 shares; 2024Q4: 24,205 shares; 2025Q1: 23,441 shares; 2025Q2: 23,673 shares; 2025Q3: 24,876 shares; 2025Q4: 24,935 shares; 2026Q1: 25,081 shares 25,081 $609K 0.04% +146 Timeline TJUL 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: 27,508 shares; 2024Q4: 27,508 shares; 2025Q1: 27,508 shares; 2025Q2: 27,508 shares; 2025Q3: 23,708 shares; 2025Q4: 23,708 shares; 2026Q1: 20,668 shares 20,668 $607K 0.04% -3,040 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,100 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 13,050 shares 13,050 $602K 0.04% -1,050 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: not reported; 2025Q1: 6,056 shares; 2025Q2: 6,062 shares; 2025Q3: 7,071 shares; 2025Q4: 6,112 shares; 2026Q1: 5,525 shares 5,525 $598K 0.04% -587 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,396 shares; 2024Q4: 9,232 shares; 2025Q1: 9,279 shares; 2025Q2: 9,279 shares; 2025Q3: 8,859 shares; 2025Q4: 9,280 shares; 2026Q1: 11,208 shares 11,208 $598K 0.04% +1,928 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,450 shares; 2025Q1: 7,837 shares; 2025Q2: 10,944 shares; 2025Q3: 10,874 shares; 2025Q4: 12,245 shares; 2026Q1: 10,097 shares 10,097 $591K 0.04% -2,148 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,234 shares; 2025Q1: 4,452 shares; 2025Q2: 4,598 shares; 2025Q3: 4,417 shares; 2025Q4: 5,177 shares; 2026Q1: 5,841 shares 5,841 $591K 0.04% +664 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,388 shares; 2025Q1: 1,022 shares; 2025Q2: 1,080 shares; 2025Q3: 1,473 shares; 2025Q4: 1,627 shares; 2026Q1: 1,528 shares 1,528 $586K 0.04% -99 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,962 shares 2,962 $584K 0.04% new 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: 38,505 shares; 2024Q4: 27,646 shares; 2025Q1: 25,774 shares; 2025Q2: 26,796 shares; 2025Q3: 30,720 shares; 2025Q4: 16,137 shares; 2026Q1: 20,104 shares 20,104 $583K 0.04% +3,967 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,059 shares; 2024Q4: 9,329 shares; 2025Q1: 7,681 shares; 2025Q2: 7,724 shares; 2025Q3: 7,806 shares; 2025Q4: 8,251 shares; 2026Q1: 8,771 shares 8,771 $579K 0.04% +520 Timeline DHS 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: 7,882 shares; 2024Q4: 7,919 shares; 2025Q1: 7,959 shares; 2025Q2: 7,997 shares; 2025Q3: 7,507 shares; 2025Q4: 5,367 shares; 2026Q1: 5,263 shares 5,263 $575K 0.04% -104 Timeline ISTB 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: 13,742 shares; 2025Q4: 13,108 shares; 2026Q1: 11,811 shares 11,811 $572K 0.04% -1,297 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 11,808 shares; 2025Q1: 13,701 shares; 2025Q2: 13,701 shares; 2025Q3: 12,541 shares; 2025Q4: 12,039 shares; 2026Q1: 12,323 shares 12,323 $569K 0.04% +284 Timeline ZJUL 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: 18,900 shares; 2024Q4: 18,900 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 20,490 shares; 2025Q4: 20,490 shares; 2026Q1: 19,490 shares 19,490 $567K 0.04% -1,000 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 26,840 shares; 2025Q3: 60,116 shares; 2025Q4: 57,341 shares; 2026Q1: 59,700 shares 59,700 $566K 0.04% +2,359 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,610 shares; 2025Q1: 3,980 shares; 2025Q2: 4,072 shares; 2025Q3: 4,513 shares; 2025Q4: 4,415 shares; 2026Q1: 4,654 shares 4,654 $564K 0.04% +239 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,004 shares; 2024Q4: 18,017 shares; 2025Q1: 50,534 shares; 2025Q2: 16,845 shares; 2025Q3: 21,306 shares; 2025Q4: 19,290 shares; 2026Q1: 19,229 shares 19,229 $552K 0.04% -61 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,447 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,467 shares; 2025Q3: 10,527 shares; 2025Q4: 10,568 shares; 2026Q1: 10,569 shares 10,569 $550K 0.04% +1 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares 3,029 $545K 0.04% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,752 shares; 2025Q2: 3,002 shares; 2025Q3: 2,962 shares; 2025Q4: 3,000 shares; 2026Q1: 3,018 shares 3,018 $544K 0.04% +18 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,508 shares 8,508 $541K 0.04% new Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,037 shares; 2025Q3: 30,396 shares; 2025Q4: 41,690 shares; 2026Q1: 21,445 shares 21,445 $541K 0.04% -20,245 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 6,148 shares; 2025Q1: 6,691 shares; 2025Q2: 6,423 shares; 2025Q3: 8,656 shares; 2025Q4: 9,319 shares; 2026Q1: 10,796 shares 10,796 $533K 0.04% +1,477 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,198 shares; 2024Q4: 11,070 shares; 2025Q1: 11,858 shares; 2025Q2: 10,919 shares; 2025Q3: 10,450 shares; 2025Q4: 10,471 shares; 2026Q1: 10,485 shares 10,485 $533K 0.04% +14 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,494 shares; 2025Q1: 1,387 shares; 2025Q2: 1,391 shares; 2025Q3: 1,521 shares; 2025Q4: 1,449 shares; 2026Q1: 1,470 shares 1,470 $524K 0.04% +21 Timeline VYMI 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: 4,189 shares; 2024Q4: 4,161 shares; 2025Q1: 4,048 shares; 2025Q2: 4,742 shares; 2025Q3: 4,762 shares; 2025Q4: 5,380 shares; 2026Q1: 5,490 shares 5,490 $517K 0.04% +110 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,256 shares; 2025Q1: 2,268 shares; 2025Q2: 2,307 shares; 2025Q3: 2,312 shares; 2025Q4: 2,288 shares; 2026Q1: 2,476 shares 2,476 $516K 0.04% +188 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,684 shares; 2024Q4: 22,704 shares; 2025Q1: 20,244 shares; 2025Q2: 20,286 shares; 2025Q3: 21,046 shares; 2025Q4: 21,432 shares; 2026Q1: 19,802 shares 19,802 $506K 0.04% -1,630 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 15,444 shares; 2025Q3: 15,444 shares; 2025Q4: 14,276 shares; 2026Q1: 14,276 shares 14,276 $505K 0.04% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,857 shares; 2025Q1: 1,457 shares; 2025Q2: 2,851 shares; 2025Q3: 2,801 shares; 2025Q4: 2,766 shares; 2026Q1: 2,767 shares 2,767 $502K 0.04% +1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,565 shares; 2025Q1: 2,042 shares; 2025Q2: 2,509 shares; 2025Q3: 2,314 shares; 2025Q4: 2,000 shares; 2026Q1: 1,562 shares 1,562 $501K 0.04% -438 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: 5,101 shares; 2024Q4: 5,136 shares; 2025Q1: 4,011 shares; 2025Q2: 3,744 shares; 2025Q3: 4,861 shares; 2025Q4: 3,493 shares; 2026Q1: 3,502 shares 3,502 $499K 0.04% +9 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 16,481 shares; 2025Q1: 15,182 shares; 2025Q2: 15,310 shares; 2025Q3: 16,275 shares; 2025Q4: 19,883 shares; 2026Q1: 21,646 shares 21,646 $496K 0.04% +1,763 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,148 shares; 2025Q1: 5,109 shares; 2025Q2: 5,092 shares; 2025Q3: 5,105 shares; 2025Q4: 5,114 shares; 2026Q1: 5,678 shares 5,678 $495K 0.04% +564 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: 1,543 shares; 2024Q4: 2,808 shares; 2025Q1: 1,522 shares; 2025Q2: 2,929 shares; 2025Q3: 2,821 shares; 2025Q4: 1,353 shares; 2026Q1: 1,072 shares 1,072 $494K 0.04% -281 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,335 shares; 2025Q3: 8,655 shares; 2025Q4: 10,855 shares; 2026Q1: 17,950 shares 17,950 $490K 0.04% +7,095 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,100 shares; 2026Q1: 1,441 shares 1,441 $487K 0.04% +341 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: 2,208 shares; 2025Q3: 2,167 shares; 2025Q4: 2,179 shares; 2026Q1: 1,452 shares 1,452 $484K 0.04% -727 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 15,510 shares; 2025Q1: 11,279 shares; 2025Q2: 11,235 shares; 2025Q3: 16,991 shares; 2025Q4: 10,374 shares; 2026Q1: 10,887 shares 10,887 $480K 0.04% +513 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 360 shares 360 $476K 0.03% +164 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: 3,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,715 shares; 2025Q4: 2,767 shares; 2026Q1: 6,211 shares 6,211 $475K 0.03% +3,444 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,761 shares 25,761 $473K 0.03% new 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: 7,798 shares; 2024Q4: 5,651 shares; 2025Q1: 5,502 shares; 2025Q2: 23,036 shares; 2025Q3: 23,282 shares; 2025Q4: 7,140 shares; 2026Q1: 6,726 shares 6,726 $469K 0.03% -414 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,566 shares; 2025Q1: 5,318 shares; 2025Q2: 5,318 shares; 2025Q3: 5,030 shares; 2025Q4: 5,048 shares; 2026Q1: 5,049 shares 5,049 $468K 0.03% +1 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS 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: 129,100 shares; 2025Q4: 214,100 shares; 2026Q1: 214,100 shares 214,100 $465K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,131 shares; 2025Q1: 2,185 shares; 2025Q2: 2,100 shares; 2025Q3: 3,686 shares; 2025Q4: 3,919 shares; 2026Q1: 4,086 shares 4,086 $453K 0.03% +167 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,295 shares; 2025Q1: 2,339 shares; 2025Q2: 2,290 shares; 2025Q3: 3,164 shares; 2025Q4: 1,884 shares; 2026Q1: 1,848 shares 1,848 $451K 0.03% -36 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 632 shares; 2025Q4: not reported; 2026Q1: 906 shares 906 $449K 0.03% new Timeline GAPR 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: 11,906 shares; 2024Q4: 11,906 shares; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 11,906 shares; 2025Q4: 11,066 shares; 2026Q1: 11,066 shares 11,066 $448K 0.03% 0 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: 4,891 shares; 2024Q4: 3,496 shares; 2025Q1: 2,575 shares; 2025Q2: 2,602 shares; 2025Q3: 3,955 shares; 2025Q4: 4,626 shares; 2026Q1: 4,971 shares 4,971 $445K 0.03% +345 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,267 shares 12,267 $445K 0.03% new 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: 11,308 shares; 2024Q4: 7,160 shares; 2025Q1: 5,514 shares; 2025Q2: 10,769 shares; 2025Q3: 10,427 shares; 2025Q4: 9,663 shares; 2026Q1: 9,663 shares 9,663 $441K 0.03% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,888 shares; 2026Q1: 9,843 shares 9,843 $439K 0.03% +1,955 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,765 shares 15,765 $435K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 7,646 shares; 2025Q2: 2,550 shares; 2025Q3: 7,342 shares; 2025Q4: 5,010 shares; 2026Q1: 5,010 shares 5,010 $434K 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 354 shares; 2025Q1: 352 shares; 2025Q2: 356 shares; 2025Q3: 393 shares; 2025Q4: 367 shares; 2026Q1: 394 shares 394 $430K 0.03% +27 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 2,137 shares; 2026Q1: 4,338 shares 4,338 $430K 0.03% +2,201 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,547 shares; 2025Q1: 1,865 shares; 2025Q2: 1,903 shares; 2025Q3: 1,896 shares; 2025Q4: 1,883 shares; 2026Q1: 2,637 shares 2,637 $428K 0.03% +754 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: not reported; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 3,020 shares; 2025Q4: 2,950 shares; 2026Q1: 2,951 shares 2,951 $428K 0.03% +1 Timeline FLOT 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: 9,153 shares; 2024Q4: 9,368 shares; 2025Q1: 9,676 shares; 2025Q2: 9,203 shares; 2025Q3: 9,253 shares; 2025Q4: 9,401 shares; 2026Q1: 8,271 shares 8,271 $421K 0.03% -1,130 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,729 shares; 2025Q4: 1,600 shares; 2026Q1: 2,069 shares 2,069 $421K 0.03% +469 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,735 shares; 2025Q4: 3,490 shares; 2026Q1: 4,304 shares 4,304 $421K 0.03% +814 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: 3,139 shares; 2024Q4: 3,388 shares; 2025Q1: 3,131 shares; 2025Q2: 4,806 shares; 2025Q3: 6,496 shares; 2025Q4: 3,244 shares; 2026Q1: 3,183 shares 3,183 $420K 0.03% -61 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,906 shares; 2025Q1: 2,403 shares; 2025Q2: 2,329 shares; 2025Q3: 2,267 shares; 2025Q4: 3,085 shares; 2026Q1: 2,205 shares 2,205 $418K 0.03% -880 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: 21,838 shares; 2024Q4: 21,549 shares; 2025Q1: 12,988 shares; 2025Q2: 14,540 shares; 2025Q3: 15,551 shares; 2025Q4: 20,685 shares; 2026Q1: 21,446 shares 21,446 $414K 0.03% +761 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: 10,266 shares; 2024Q4: 10,266 shares; 2025Q1: 10,266 shares; 2025Q2: 10,266 shares; 2025Q3: 10,216 shares; 2025Q4: 10,216 shares; 2026Q1: 9,726 shares 9,726 $414K 0.03% -490 Timeline ZSEP 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: 15,448 shares; 2025Q4: 15,448 shares; 2026Q1: 15,448 shares 15,448 $413K 0.03% 0 Timeline FNOV 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: 7,371 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $411K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares 3,109 $411K 0.03% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 2,242 shares; 2026Q1: 2,947 shares 2,947 $411K 0.03% +705 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares 6,250 $411K 0.03% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 9,840 shares 9,840 $411K 0.03% +140 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,170 shares; 2024Q4: 6,025 shares; 2025Q1: 5,992 shares; 2025Q2: 6,080 shares; 2025Q3: 5,177 shares; 2025Q4: 5,005 shares; 2026Q1: 5,619 shares 5,619 $401K 0.03% +614 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares 9,800 $400K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 416 shares; 2025Q1: 419 shares; 2025Q2: 572 shares; 2025Q3: 718 shares; 2025Q4: 446 shares; 2026Q1: 462 shares 462 $400K 0.03% +16 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: 12,479 shares; 2024Q4: 18,832 shares; 2025Q1: 9,228 shares; 2025Q2: 18,756 shares; 2025Q3: 24,344 shares; 2025Q4: 6,052 shares; 2026Q1: 5,854 shares 5,854 $395K 0.03% -198 Timeline FDEC 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: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 7,418 shares; 2025Q3: 7,418 shares; 2025Q4: 7,808 shares; 2026Q1: 7,808 shares 7,808 $388K 0.03% 0 Timeline GJAN 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 reported; 2026Q1: 9,072 shares 9,072 $380K 0.03% new Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,655 shares 5,655 $379K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,230 shares; 2025Q1: 1,061 shares; 2025Q2: 1,062 shares; 2025Q3: 1,239 shares; 2025Q4: 1,073 shares; 2026Q1: 1,158 shares 1,158 $379K 0.03% +85 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,896 shares; 2024Q4: not reported; 2025Q1: 17,611 shares; 2025Q2: 14,207 shares; 2025Q3: 23,957 shares; 2025Q4: 25,287 shares; 2026Q1: 19,915 shares 19,915 $378K 0.03% -5,372 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: 5,014 shares; 2024Q4: 5,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,009 shares; 2025Q4: 2,060 shares; 2026Q1: 3,860 shares 3,860 $378K 0.03% +1,800 Timeline QCJA 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 reported; 2026Q1: 17,528 shares 17,528 $378K 0.03% new Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 25,968 shares; 2025Q3: 32,190 shares; 2025Q4: 20,990 shares; 2026Q1: 20,990 shares 20,990 $377K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,689 shares; 2025Q1: 3,622 shares; 2025Q2: 3,702 shares; 2025Q3: 3,805 shares; 2025Q4: 3,762 shares; 2026Q1: 4,184 shares 4,184 $377K 0.03% +422 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 9,716 shares; 2025Q4: 9,340 shares; 2026Q1: 9,340 shares 9,340 $375K 0.03% 0 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: 2,241 shares; 2024Q4: 4,755 shares; 2025Q1: 4,149 shares; 2025Q2: 4,398 shares; 2025Q3: 6,120 shares; 2025Q4: 4,185 shares; 2026Q1: 2,329 shares 2,329 $373K 0.03% -1,856 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 970 shares; 2026Q1: 1,043 shares 1,043 $373K 0.03% +73 Timeline AUGM 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: 15,546 shares; 2024Q4: 15,546 shares; 2025Q1: 15,546 shares; 2025Q2: 15,546 shares; 2025Q3: 10,986 shares; 2025Q4: 10,986 shares; 2026Q1: 10,986 shares 10,986 $372K 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,891 shares; 2026Q1: 4,262 shares 4,262 $369K 0.03% -629 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,257 shares; 2024Q4: 48,832 shares; 2025Q1: 50,223 shares; 2025Q2: 56,691 shares; 2025Q3: 57,213 shares; 2025Q4: 57,213 shares; 2026Q1: 53,367 shares 53,367 $368K 0.03% -3,846 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,123 shares; 2025Q4: 2,618 shares; 2026Q1: 2,704 shares 2,704 $367K 0.03% +86 Timeline SPUS 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: 8,873 shares; 2024Q4: 8,072 shares; 2025Q1: 8,307 shares; 2025Q2: 8,595 shares; 2025Q3: 8,638 shares; 2025Q4: 8,111 shares; 2026Q1: 7,618 shares 7,618 $367K 0.03% -493 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: 7,305 shares; 2024Q4: 11,051 shares; 2025Q1: 7,010 shares; 2025Q2: 13,896 shares; 2025Q3: 17,003 shares; 2025Q4: 6,726 shares; 2026Q1: 6,685 shares 6,685 $365K 0.03% -41 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,891 shares; 2025Q1: 6,886 shares; 2025Q2: 6,972 shares; 2025Q3: 6,986 shares; 2025Q4: 6,588 shares; 2026Q1: 7,203 shares 7,203 $363K 0.03% +615 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: 2,447 shares; 2024Q4: 1,440 shares; 2025Q1: 1,454 shares; 2025Q2: 1,551 shares; 2025Q3: 1,627 shares; 2025Q4: 636 shares; 2026Q1: 644 shares 644 $363K 0.03% +8 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: 9,004 shares; 2024Q4: 4,081 shares; 2025Q1: 3,956 shares; 2025Q2: not reported; 2025Q3: 5,433 shares; 2025Q4: 4,227 shares; 2026Q1: 5,940 shares 5,940 $360K 0.03% +1,713 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 1,966 shares; 2026Q1: 1,810 shares 1,810 $358K 0.03% -156 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,962 shares 1,962 $354K 0.03% +171 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: 7,971 shares; 2024Q4: 9,484 shares; 2025Q1: 9,652 shares; 2025Q2: 11,131 shares; 2025Q3: 13,859 shares; 2025Q4: 3,059 shares; 2026Q1: 2,971 shares 2,971 $352K 0.03% -88 Timeline IWR 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: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 3,563 shares; 2026Q1: 3,619 shares 3,619 $352K 0.03% +56 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: 2,280 shares; 2024Q4: 2,219 shares; 2025Q1: 2,282 shares; 2025Q2: 2,354 shares; 2025Q3: 2,773 shares; 2025Q4: 2,348 shares; 2026Q1: 3,158 shares 3,158 $348K 0.03% +810 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 928 shares; 2025Q1: 919 shares; 2025Q2: 925 shares; 2025Q3: 1,262 shares; 2025Q4: 935 shares; 2026Q1: 957 shares 957 $348K 0.03% +22 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 12,201 shares; 2025Q1: 7,246 shares; 2025Q2: 7,096 shares; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares; 2026Q1: 7,096 shares 7,096 $346K 0.03% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,016 shares; 2024Q4: 12,076 shares; 2025Q1: 12,092 shares; 2025Q2: 12,237 shares; 2025Q3: 11,702 shares; 2025Q4: 10,964 shares; 2026Q1: 10,812 shares 10,812 $345K 0.03% -152 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,571 shares; 2024Q4: 6,603 shares; 2025Q1: 6,682 shares; 2025Q2: 6,659 shares; 2025Q3: 6,734 shares; 2025Q4: 6,806 shares; 2026Q1: 6,878 shares 6,878 $345K 0.03% +72 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: 4,296 shares; 2024Q4: 3,428 shares; 2025Q1: 3,302 shares; 2025Q2: 3,441 shares; 2025Q3: 3,423 shares; 2025Q4: not reported; 2026Q1: 6,401 shares 6,401 $338K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 5,681 shares; 2025Q1: 4,082 shares; 2025Q2: 4,233 shares; 2025Q3: 4,837 shares; 2025Q4: 3,469 shares; 2026Q1: 3,946 shares 3,946 $336K 0.02% +477 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 2,958 shares; 2025Q1: 3,021 shares; 2025Q2: 3,015 shares; 2025Q3: 3,090 shares; 2025Q4: 3,071 shares; 2026Q1: 3,173 shares 3,173 $336K 0.02% +102 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,140 shares; 2025Q1: 6,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 7,762 shares; 2026Q1: 7,762 shares 7,762 $334K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 1,041 shares; 2026Q1: 1,068 shares 1,068 $334K 0.02% +27 Timeline DMXF 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: 6,139 shares; 2024Q4: 6,700 shares; 2025Q1: 6,792 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 4,581 shares; 2026Q1: 4,388 shares 4,388 $331K 0.02% -193 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 3,185 shares; 2025Q1: 2,965 shares; 2025Q2: 3,291 shares; 2025Q3: 3,785 shares; 2025Q4: 2,823 shares; 2026Q1: 3,425 shares 3,425 $330K 0.02% +602 Timeline DMAY 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: 7,886 shares; 2024Q4: 7,886 shares; 2025Q1: 7,886 shares; 2025Q2: 7,886 shares; 2025Q3: 7,886 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares 7,116 $320K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,697 shares; 2025Q1: 3,633 shares; 2025Q2: 3,473 shares; 2025Q3: 3,073 shares; 2025Q4: 3,059 shares; 2026Q1: 2,869 shares 2,869 $320K 0.02% -190 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,680 shares 6,680 $319K 0.02% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,529 shares; 2024Q4: 138,118 shares; 2025Q1: 141,914 shares; 2025Q2: 143,574 shares; 2025Q3: 139,934 shares; 2025Q4: not reported; 2026Q1: 4,486 shares 4,486 $318K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 253 shares; 2025Q2: 438 shares; 2025Q3: 570 shares; 2025Q4: 564 shares; 2026Q1: 331 shares 331 $318K 0.02% -233 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: 3,740 shares; 2024Q4: 3,737 shares; 2025Q1: 2,716 shares; 2025Q2: 2,612 shares; 2025Q3: 2,468 shares; 2025Q4: 1,694 shares; 2026Q1: 2,179 shares 2,179 $318K 0.02% +485 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 11,230 shares; 2025Q4: 11,000 shares; 2026Q1: 11,175 shares 11,175 $318K 0.02% +175 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares; 2025Q4: 6,125 shares; 2026Q1: 4,160 shares 4,160 $318K 0.02% -1,965 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,018 shares; 2026Q1: 10,322 shares 10,322 $316K 0.02% +3,304 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,680 shares; 2025Q2: 10,023 shares; 2025Q3: 10,219 shares; 2025Q4: 8,117 shares; 2026Q1: 6,475 shares 6,475 $316K 0.02% -1,642 Timeline SPSK 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: 11,412 shares; 2024Q4: 15,236 shares; 2025Q1: 15,652 shares; 2025Q2: 16,223 shares; 2025Q3: 17,353 shares; 2025Q4: 14,416 shares; 2026Q1: 17,581 shares 17,581 $315K 0.02% +3,165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,083 shares; 2026Q1: 1,094 shares 1,094 $314K 0.02% +11 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,335 shares; 2025Q4: 9,928 shares; 2026Q1: 1,812 shares 1,812 $311K 0.02% -8,116 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $311K 0.02% 0 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: 5,660 shares; 2024Q4: 5,660 shares; 2025Q1: 5,660 shares; 2025Q2: 5,660 shares; 2025Q3: 5,660 shares; 2025Q4: 5,660 shares; 2026Q1: 5,660 shares 5,660 $310K 0.02% 0 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 2,580 shares; 2026Q1: 3,006 shares 3,006 $308K 0.02% +426 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,668 shares; 2026Q1: 4,966 shares 4,966 $307K 0.02% +298 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 749 shares; 2025Q1: 753 shares; 2025Q2: 752 shares; 2025Q3: 858 shares; 2025Q4: 666 shares; 2026Q1: 702 shares 702 $305K 0.02% +36 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,046 shares; 2024Q4: 31,773 shares; 2025Q1: 26,907 shares; 2025Q2: 26,624 shares; 2025Q3: 23,574 shares; 2025Q4: 12,434 shares; 2026Q1: 13,429 shares 13,429 $304K 0.02% +995 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,666 shares; 2024Q4: 9,066 shares; 2025Q1: 8,913 shares; 2025Q2: 9,107 shares; 2025Q3: 21,926 shares; 2025Q4: 17,297 shares; 2026Q1: 10,017 shares 10,017 $304K 0.02% -7,280 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION 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: 275,847 shares; 2025Q4: 275,847 shares; 2026Q1: 275,847 shares 275,847 $303K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,647 shares; 2025Q1: 1,548 shares; 2025Q2: 1,260 shares; 2025Q3: 1,203 shares; 2025Q4: 703 shares; 2026Q1: 773 shares 773 $302K 0.02% +70 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,680 shares; 2025Q4: 1,643 shares; 2026Q1: 1,783 shares 1,783 $302K 0.02% +140 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: 3,445 shares; 2024Q4: 23,412 shares; 2025Q1: 16,667 shares; 2025Q2: 18,100 shares; 2025Q3: 17,877 shares; 2025Q4: 3,634 shares; 2026Q1: 3,643 shares 3,643 $301K 0.02% +9 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,655 shares 10,655 $299K 0.02% new Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 8,784 shares; 2025Q1: 8,784 shares; 2025Q2: 8,784 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares 8,784 $297K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 686 shares; 2025Q1: 682 shares; 2025Q2: 685 shares; 2025Q3: 800 shares; 2025Q4: 729 shares; 2026Q1: 712 shares 712 $297K 0.02% -17 Timeline FJUN 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: 7,655 shares; 2024Q4: 7,655 shares; 2025Q1: 7,655 shares; 2025Q2: 5,435 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,170 shares 5,170 $292K 0.02% -655 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,437 shares; 2025Q4: 2,417 shares; 2026Q1: 2,418 shares 2,418 $292K 0.02% +1 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,099 shares; 2025Q1: 3,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,188 shares; 2026Q1: 1,365 shares 1,365 $292K 0.02% +177 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares 5,460 $291K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,768 shares; 2025Q1: 1,537 shares; 2025Q2: 1,380 shares; 2025Q3: 1,566 shares; 2025Q4: 1,327 shares; 2026Q1: 1,399 shares 1,399 $291K 0.02% +72 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 2,241 shares; 2025Q1: 3,182 shares; 2025Q2: 1,561 shares; 2025Q3: 2,245 shares; 2025Q4: 1,724 shares; 2026Q1: 1,851 shares 1,851 $291K 0.02% +127 Timeline XJUN 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: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,145 shares; 2025Q4: 6,745 shares; 2026Q1: 6,745 shares 6,745 $290K 0.02% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: not reported; 2025Q2: 10,384 shares; 2025Q3: 10,519 shares; 2025Q4: 10,378 shares; 2026Q1: 11,187 shares 11,187 $290K 0.02% +809 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 7,880 shares; 2025Q3: 7,880 shares; 2025Q4: 7,970 shares; 2026Q1: 5,747 shares 5,747 $288K 0.02% -2,223 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 836 shares 836 $286K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,527 shares; 2025Q1: 5,339 shares; 2025Q2: 4,093 shares; 2025Q3: 4,178 shares; 2025Q4: 2,553 shares; 2026Q1: 2,748 shares 2,748 $285K 0.02% +195 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 4,787 shares 4,787 $284K 0.02% +1,009 Timeline GMAY 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: 6,870 shares; 2024Q4: 6,870 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,870 shares; 2026Q1: 6,870 shares 6,870 $282K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 1,557 shares; 2025Q1: 1,561 shares; 2025Q2: 1,564 shares; 2025Q3: 1,788 shares; 2025Q4: 1,772 shares; 2026Q1: 1,740 shares 1,740 $281K 0.02% -32 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: 2,506 shares; 2024Q4: 2,570 shares; 2025Q1: 2,508 shares; 2025Q2: 1,127 shares; 2025Q3: 1,118 shares; 2025Q4: 1,057 shares; 2026Q1: 1,134 shares 1,134 $281K 0.02% +77 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,217 shares; 2024Q4: 23,720 shares; 2025Q1: 23,779 shares; 2025Q2: 24,688 shares; 2025Q3: 25,094 shares; 2025Q4: 21,413 shares; 2026Q1: 21,132 shares 21,132 $281K 0.02% -281 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: 78,735 shares; 2024Q4: 6,176 shares; 2025Q1: 54,681 shares; 2025Q2: 38,883 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares; 2026Q1: 5,936 shares 5,936 $279K 0.02% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 7,439 shares; 2025Q1: 24,868 shares; 2025Q2: 23,183 shares; 2025Q3: 19,582 shares; 2025Q4: 15,814 shares; 2026Q1: 14,493 shares 14,493 $278K 0.02% -1,321 Timeline SPPP 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 reported; 2026Q1: 17,825 shares 17,825 $277K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 4,433 shares; 2025Q1: 5,585 shares; 2025Q2: 7,556 shares; 2025Q3: 8,269 shares; 2025Q4: 6,357 shares; 2026Q1: 4,407 shares 4,407 $277K 0.02% -1,950 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 804 shares; 2025Q1: 1,695 shares; 2025Q2: 1,767 shares; 2025Q3: 1,897 shares; 2025Q4: 1,517 shares; 2026Q1: 1,391 shares 1,391 $276K 0.02% -126 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 6,386 shares; 2025Q4: 6,340 shares; 2026Q1: 6,340 shares 6,340 $273K 0.02% 0 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,460 shares; 2024Q4: 18,608 shares; 2025Q1: 18,358 shares; 2025Q2: 18,358 shares; 2025Q3: 17,558 shares; 2025Q4: 12,570 shares; 2026Q1: 12,570 shares 12,570 $273K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 5,201 shares; 2025Q1: 4,165 shares; 2025Q2: 4,281 shares; 2025Q3: 4,073 shares; 2025Q4: 3,553 shares; 2026Q1: 3,997 shares 3,997 $272K 0.02% +444 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: not reported; 2024Q4: not reported; 2025Q1: 11,264 shares; 2025Q2: 11,396 shares; 2025Q3: 11,536 shares; 2025Q4: 11,737 shares; 2026Q1: 14,288 shares 14,288 $269K 0.02% +2,551 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,274 shares; 2025Q4: 3,170 shares; 2026Q1: 2,875 shares 2,875 $268K 0.02% -295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,287 shares; 2026Q1: 5,541 shares 5,541 $268K 0.02% +254 Timeline VNQI 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: 4,593 shares; 2024Q4: not reported; 2025Q1: 5,082 shares; 2025Q2: 5,073 shares; 2025Q3: 5,310 shares; 2025Q4: 5,558 shares; 2026Q1: 5,957 shares 5,957 $265K 0.02% +399 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares 972 $263K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,026 shares; 2025Q1: 1,758 shares; 2025Q2: 975 shares; 2025Q3: 1,634 shares; 2025Q4: 1,479 shares; 2026Q1: 1,508 shares 1,508 $262K 0.02% +29 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares 266 $261K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $260K 0.02% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 10,177 shares; 2025Q1: 22,083 shares; 2025Q2: 7,968 shares; 2025Q3: 8,061 shares; 2025Q4: 7,833 shares; 2026Q1: 7,833 shares 7,833 $260K 0.02% 0 Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,550 shares 3,550 $257K 0.02% new Timeline GFEB 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: 6,588 shares; 2024Q4: 6,588 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,198 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares 6,198 $255K 0.02% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,087 shares; 2024Q4: 69,580 shares; 2025Q1: 80,685 shares; 2025Q2: 124,859 shares; 2025Q3: 123,983 shares; 2025Q4: 12,367 shares; 2026Q1: 5,141 shares 5,141 $254K 0.02% -7,226 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 836 shares; 2026Q1: 796 shares 796 $253K 0.02% -40 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS 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: 50,470 shares; 2025Q4: 50,470 shares; 2026Q1: 100,470 shares 100,470 $252K 0.02% +50,000 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 584 shares; 2025Q4: 373 shares; 2026Q1: 583 shares 583 $252K 0.02% +210 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: 6,663 shares; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,336 shares; 2026Q1: 1,265 shares 1,265 $252K 0.02% -71 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: 1,187 shares; 2024Q4: 1,603 shares; 2025Q1: 1,266 shares; 2025Q2: 1,263 shares; 2025Q3: 1,564 shares; 2025Q4: 1,148 shares; 2026Q1: 1,248 shares 1,248 $247K 0.02% +100 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: not reported; 2026Q1: 1,165 shares 1,165 $246K 0.02% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,802 shares 4,802 $242K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: 1,196 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 734 shares 734 $241K 0.02% -158 Timeline EMXF 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: 6,414 shares; 2024Q4: 7,347 shares; 2025Q1: 7,448 shares; 2025Q2: 7,128 shares; 2025Q3: 7,133 shares; 2025Q4: 4,736 shares; 2026Q1: 5,024 shares 5,024 $240K 0.02% +288 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,253 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,165 shares; 2026Q1: 5,133 shares 5,133 $240K 0.02% -32 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: 6,796 shares; 2024Q4: 6,719 shares; 2025Q1: 6,523 shares; 2025Q2: 6,828 shares; 2025Q3: 8,856 shares; 2025Q4: 6,039 shares; 2026Q1: 2,549 shares 2,549 $240K 0.02% -3,490 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares; 2025Q4: 2,435 shares; 2026Q1: 2,895 shares 2,895 $239K 0.02% +460 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,191 shares; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,184 shares; 2026Q1: 1,174 shares 1,174 $236K 0.02% -10 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,479 shares; 2024Q4: 64,585 shares; 2025Q1: 52,618 shares; 2025Q2: 62,092 shares; 2025Q3: 17,143 shares; 2025Q4: 14,768 shares; 2026Q1: 3,601 shares 3,601 $234K 0.02% -11,167 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: not reported; 2024Q4: 2,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 2,427 shares; 2026Q1: 2,463 shares 2,463 $234K 0.02% +36 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares 932 $234K 0.02% new Timeline ZOCT 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: 8,695 shares; 2026Q1: 8,695 shares 8,695 $233K 0.02% 0 Timeline