OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,763,651 shares; 2025Q1: 3,515,563 shares; 2025Q2: 4,207,814 shares; 2025Q3: 2,917,550 shares; 2025Q4: 4,891,537 shares; 2026Q1: 5,524,960 shares 5,524,960 $126M 6.8% +633,423 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,986,192 shares; 2025Q1: 2,072,304 shares; 2025Q2: 2,193,670 shares; 2025Q3: 1,395,907 shares; 2025Q4: 2,342,178 shares; 2026Q1: 2,550,985 shares 2,550,985 $110M 5.95% +208,807 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: not reported; 2024Q4: 126,361 shares; 2025Q1: 242,032 shares; 2025Q2: 129,468 shares; 2025Q3: 22,851 shares; 2025Q4: 24,836 shares; 2026Q1: 179,503 shares 179,503 $107M 5.81% +154,667 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,128,265 shares; 2025Q1: 2,149,278 shares; 2025Q2: 2,273,667 shares; 2025Q3: 1,251,783 shares; 2025Q4: 2,545,390 shares; 2026Q1: 2,835,799 shares 2,835,799 $97.2M 5.26% +290,409 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071,126 shares; 2025Q1: 1,085,139 shares; 2025Q2: 1,103,488 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010,637 shares 1,010,637 $77.4M 4.19% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235,110 shares; 2025Q1: 241,789 shares; 2025Q2: 281,338 shares; 2025Q3: 119,613 shares; 2025Q4: 102,526 shares; 2026Q1: 285,074 shares 285,074 $71.4M 3.87% +182,548 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552,577 shares; 2025Q1: 633,354 shares; 2025Q2: 723,700 shares; 2025Q3: 695,772 shares; 2025Q4: 1,470,256 shares; 2026Q1: 1,604,453 shares 1,604,453 $47.8M 2.59% +134,197 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 817,693 shares; 2025Q1: 627,207 shares; 2025Q2: 760,975 shares; 2025Q3: 574,740 shares; 2025Q4: 861,297 shares; 2026Q1: 880,963 shares 880,963 $35.5M 1.92% +19,666 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: not reported; 2024Q4: 766,967 shares; 2025Q1: 771,935 shares; 2025Q2: 782,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708,441 shares 708,441 $32.3M 1.75% new Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258,814 shares; 2025Q1: 268,567 shares; 2025Q2: 315,582 shares; 2025Q3: 84,428 shares; 2025Q4: 94,614 shares; 2026Q1: 776,568 shares 776,568 $31M 1.68% +681,954 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590,756 shares; 2025Q1: 707,844 shares; 2025Q2: 900,997 shares; 2025Q3: 680,403 shares; 2025Q4: 1,071,356 shares; 2026Q1: 968,737 shares 968,737 $28.1M 1.52% -102,619 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469,048 shares; 2025Q1: 312,866 shares; 2025Q2: 405,381 shares; 2025Q3: 186,952 shares; 2025Q4: 332,737 shares; 2026Q1: 411,482 shares 411,482 $24.5M 1.33% +78,745 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,538 shares; 2025Q1: 280,412 shares; 2025Q2: 185,958 shares; 2025Q3: 41,369 shares; 2025Q4: 43,140 shares; 2026Q1: 317,132 shares 317,132 $24.5M 1.32% +273,992 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: 67,746 shares; 2024Q4: 110,989 shares; 2025Q1: 123,445 shares; 2025Q2: 131,961 shares; 2025Q3: 108,263 shares; 2025Q4: 112,202 shares; 2026Q1: 137,461 shares 137,461 $24M 1.3% +25,259 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 433,993 shares; 2025Q1: 426,508 shares; 2025Q2: 434,356 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386,070 shares 386,070 $22.9M 1.24% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,644 shares; 2025Q1: 99,167 shares; 2025Q2: 158,185 shares; 2025Q3: 89,852 shares; 2025Q4: 132,010 shares; 2026Q1: 582,994 shares 582,994 $21.8M 1.18% +450,984 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: 35,190 shares; 2024Q4: 65,788 shares; 2025Q1: 149,424 shares; 2025Q2: 83,049 shares; 2025Q3: 66,575 shares; 2025Q4: 66,225 shares; 2026Q1: 84,386 shares 84,386 $21.4M 1.16% +18,161 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225,306 shares; 2025Q1: 230,311 shares; 2025Q2: 490,666 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 906,070 shares 906,070 $20.8M 1.12% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250,310 shares; 2025Q1: 250,828 shares; 2025Q2: 120,521 shares; 2025Q3: 52,659 shares; 2025Q4: 97,906 shares; 2026Q1: 241,067 shares 241,067 $19.1M 1.04% +143,161 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,091 shares; 2025Q1: 98,952 shares; 2025Q2: 49,102 shares; 2025Q3: 12,807 shares; 2025Q4: 12,973 shares; 2026Q1: 72,707 shares 72,707 $19M 1.03% +59,734 Timeline IBTH 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: 196,022 shares; 2025Q1: 204,886 shares; 2025Q2: 489,138 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813,004 shares 813,004 $18.2M 0.99% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,199 shares; 2025Q1: 82,998 shares; 2025Q2: 66,691 shares; 2025Q3: 58,425 shares; 2025Q4: 66,482 shares; 2026Q1: 240,334 shares 240,334 $17.7M 0.96% +173,852 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: 12,646 shares; 2024Q4: 31,987 shares; 2025Q1: 64,490 shares; 2025Q2: 34,497 shares; 2025Q3: 25,093 shares; 2025Q4: 26,224 shares; 2026Q1: 35,577 shares 35,577 $17M 0.92% +9,353 Timeline IBTI 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: 755,760 shares 755,760 $16.8M 0.91% new Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474,566 shares; 2025Q1: 441,956 shares; 2025Q2: 305,387 shares; 2025Q3: 577,358 shares; 2025Q4: 638,917 shares; 2026Q1: 663,927 shares 663,927 $15.8M 0.86% +25,010 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: not reported; 2024Q4: 114,475 shares; 2025Q1: 232,610 shares; 2025Q2: 116,781 shares; 2025Q3: 114,576 shares; 2025Q4: 98,452 shares; 2026Q1: 193,117 shares 193,117 $15.1M 0.82% +94,665 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 302,947 shares; 2025Q1: 580,966 shares; 2025Q2: 293,593 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297,832 shares 297,832 $13.6M 0.74% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,730 shares; 2025Q1: 85,950 shares; 2025Q2: 44,751 shares; 2025Q3: 40,258 shares; 2025Q4: 41,341 shares; 2026Q1: 42,003 shares 42,003 $13.5M 0.73% +662 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,609 shares; 2025Q1: 35,443 shares; 2025Q2: 35,545 shares; 2025Q3: 74,651 shares; 2025Q4: 117,012 shares; 2026Q1: 160,173 shares 160,173 $13.3M 0.72% +43,161 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: 286,910 shares; 2025Q1: 293,465 shares; 2025Q2: 300,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,293 shares 274,293 $13.3M 0.72% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,555 shares; 2025Q2: 255,175 shares; 2025Q3: 143,488 shares; 2025Q4: 196,453 shares; 2026Q1: 330,926 shares 330,926 $13.1M 0.71% +134,473 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: 15,775 shares; 2024Q4: 25,232 shares; 2025Q1: 52,284 shares; 2025Q2: 28,419 shares; 2025Q3: 16,994 shares; 2025Q4: 18,711 shares; 2026Q1: 31,269 shares 31,269 $11.6M 0.63% +12,558 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,886 shares; 2025Q1: 99,595 shares; 2025Q2: 101,870 shares; 2025Q3: 210,884 shares; 2025Q4: 210,469 shares; 2026Q1: 217,380 shares 217,380 $10.2M 0.55% +6,911 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: not reported; 2024Q4: 144,819 shares; 2025Q1: 297,180 shares; 2025Q2: 157,909 shares; 2025Q3: 203,309 shares; 2025Q4: 254,591 shares; 2026Q1: 374,388 shares 374,388 $9.96M 0.54% +119,797 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: 11,171 shares; 2024Q4: 11,976 shares; 2025Q1: 25,710 shares; 2025Q2: 13,767 shares; 2025Q3: 3,438 shares; 2025Q4: 3,119 shares; 2026Q1: 14,025 shares 14,025 $9.94M 0.54% +10,906 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,901 shares; 2025Q1: 11,498 shares; 2025Q2: 23,774 shares; 2025Q3: 19,781 shares; 2025Q4: 19,115 shares; 2026Q1: 22,737 shares 22,737 $9.78M 0.53% +3,622 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214,948 shares; 2025Q1: 215,454 shares; 2025Q2: 218,849 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,155 shares 195,155 $9.15M 0.5% new Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 246,125 shares; 2025Q1: 269,160 shares; 2025Q2: 264,932 shares; 2025Q3: 134,588 shares; 2025Q4: 416,248 shares; 2026Q1: 502,515 shares 502,515 $8.71M 0.47% +86,267 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: not reported; 2024Q4: 33,100 shares; 2025Q1: 66,268 shares; 2025Q2: 31,308 shares; 2025Q3: 24,545 shares; 2025Q4: 25,281 shares; 2026Q1: 30,116 shares 30,116 $8.65M 0.47% +4,835 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: 17,508 shares; 2024Q4: 27,935 shares; 2025Q1: 64,738 shares; 2025Q2: 35,296 shares; 2025Q3: 24,684 shares; 2025Q4: 28,550 shares; 2026Q1: 40,419 shares 40,419 $8.42M 0.46% +11,869 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: 14,497 shares; 2024Q4: 19,072 shares; 2025Q1: 21,752 shares; 2025Q2: 24,237 shares; 2025Q3: 16,956 shares; 2025Q4: 18,957 shares; 2026Q1: 28,557 shares 28,557 $8.21M 0.44% +9,600 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,869 shares; 2025Q4: 133,546 shares; 2026Q1: 151,597 shares 151,597 $7.99M 0.43% +18,051 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,064 shares; 2025Q1: 102,630 shares; 2025Q2: 52,188 shares; 2025Q3: 6,061 shares; 2025Q4: 6,658 shares; 2026Q1: 52,866 shares 52,866 $7.83M 0.42% +46,208 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 392,555 shares; 2025Q1: 397,269 shares; 2025Q2: 387,456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305,416 shares 305,416 $7.82M 0.42% new 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: not reported; 2024Q4: 144,302 shares; 2025Q1: 195,386 shares; 2025Q2: 163,914 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,455 shares 228,455 $7.62M 0.41% new Timeline HYBL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,242 shares; 2025Q4: 241,243 shares; 2026Q1: 266,091 shares 266,091 $7.41M 0.4% +24,848 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,491 shares 49,491 $6.85M 0.37% new 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: not reported; 2024Q4: 10,788 shares; 2025Q1: 10,457 shares; 2025Q2: 9,617 shares; 2025Q3: 6,989 shares; 2025Q4: 9,092 shares; 2026Q1: 10,437 shares 10,437 $6.79M 0.37% +1,345 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,309 shares; 2025Q1: 134,738 shares; 2025Q2: 145,304 shares; 2025Q3: 214,160 shares; 2025Q4: 162,248 shares; 2026Q1: 173,189 shares 173,189 $6.43M 0.35% +10,941 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,782 shares; 2025Q1: 210,176 shares; 2025Q2: 118,632 shares; 2025Q3: 133,612 shares; 2025Q4: 140,188 shares; 2026Q1: 150,978 shares 150,978 $6.41M 0.35% +10,790 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: not reported; 2024Q4: 176,170 shares; 2025Q1: 374,270 shares; 2025Q2: 189,034 shares; 2025Q3: 208,955 shares; 2025Q4: 226,925 shares; 2026Q1: 251,465 shares 251,465 $6.31M 0.34% +24,540 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,216 shares; 2025Q1: 13,510 shares; 2025Q2: 9,494 shares; 2025Q3: 9,924 shares; 2025Q4: 11,189 shares; 2026Q1: 14,192 shares 14,192 $6.2M 0.34% +3,003 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: not reported; 2024Q4: 12,302 shares; 2025Q1: 29,660 shares; 2025Q2: 17,489 shares; 2025Q3: 18,442 shares; 2025Q4: 20,713 shares; 2026Q1: 31,222 shares 31,222 $6.13M 0.33% +10,509 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: 17,008 shares; 2024Q4: 19,172 shares; 2025Q1: 20,105 shares; 2025Q2: 21,321 shares; 2025Q3: 7,891 shares; 2025Q4: 8,802 shares; 2026Q1: 20,698 shares 20,698 $6.09M 0.33% +11,896 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,245 shares; 2025Q1: 107,142 shares; 2025Q2: 53,868 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,939 shares 56,939 $6.07M 0.33% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,102 shares; 2025Q1: 37,866 shares; 2025Q2: 19,990 shares; 2025Q3: 996 shares; 2025Q4: 991 shares; 2026Q1: 20,207 shares 20,207 $6.04M 0.33% +19,216 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: not reported; 2024Q4: 163,711 shares; 2025Q1: 336,810 shares; 2025Q2: 170,354 shares; 2025Q3: 175,992 shares; 2025Q4: 186,471 shares; 2026Q1: 192,056 shares 192,056 $5.95M 0.32% +5,585 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,612 shares; 2025Q1: 119,645 shares; 2025Q2: 128,514 shares; 2025Q3: 20,119 shares; 2025Q4: 135,878 shares; 2026Q1: 129,851 shares 129,851 $5.76M 0.31% -6,027 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: 5,322 shares; 2024Q4: 8,181 shares; 2025Q1: 9,071 shares; 2025Q2: 15,094 shares; 2025Q3: 10,943 shares; 2025Q4: 12,993 shares; 2026Q1: 15,375 shares 15,375 $5.72M 0.31% +2,382 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: not reported; 2024Q4: 290,456 shares; 2025Q1: 619,350 shares; 2025Q2: 248,774 shares; 2025Q3: 244,547 shares; 2025Q4: 249,752 shares; 2026Q1: 230,374 shares 230,374 $5.7M 0.31% -19,378 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,118 shares; 2026Q1: 35,894 shares 35,894 $5.7M 0.31% -224 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,480 shares; 2025Q1: 83,901 shares; 2025Q2: 125,995 shares; 2025Q3: 106,328 shares; 2025Q4: 104,819 shares; 2026Q1: 120,656 shares 120,656 $5.69M 0.31% +15,837 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: not reported; 2024Q4: 25,283 shares; 2025Q1: 51,454 shares; 2025Q2: 26,115 shares; 2025Q3: 6,835 shares; 2025Q4: 7,134 shares; 2026Q1: 26,272 shares 26,272 $5.65M 0.31% +19,138 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: not reported; 2024Q4: 8,218 shares; 2025Q1: 21,192 shares; 2025Q2: 12,994 shares; 2025Q3: 13,042 shares; 2025Q4: 14,476 shares; 2026Q1: 17,551 shares 17,551 $5.3M 0.29% +3,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,667 shares; 2025Q4: 23,393 shares; 2026Q1: 45,981 shares 45,981 $5.3M 0.29% +22,588 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,371 shares; 2025Q1: 45,468 shares; 2025Q2: 145,412 shares; 2025Q3: 125,841 shares; 2025Q4: 163,504 shares; 2026Q1: 179,159 shares 179,159 $5.22M 0.28% +15,655 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,491 shares; 2025Q3: 137,061 shares; 2025Q4: 144,180 shares; 2026Q1: 163,711 shares 163,711 $4.99M 0.27% +19,531 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: not reported; 2024Q4: 61,665 shares; 2025Q1: 124,870 shares; 2025Q2: 64,851 shares; 2025Q3: 38,349 shares; 2025Q4: 39,529 shares; 2026Q1: 76,961 shares 76,961 $4.93M 0.27% +37,432 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,452 shares; 2026Q1: 52,733 shares 52,733 $4.84M 0.26% -1,719 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,147 shares; 2025Q4: 36,889 shares; 2026Q1: 36,449 shares 36,449 $4.59M 0.25% -440 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,440 shares; 2025Q3: 87,303 shares; 2025Q4: 95,325 shares; 2026Q1: 95,344 shares 95,344 $4.36M 0.24% +19 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 4,798 shares; 2025Q1: 10,428 shares; 2025Q2: 5,272 shares; 2025Q3: 3,786 shares; 2025Q4: 4,304 shares; 2026Q1: 4,715 shares 4,715 $4.34M 0.23% +411 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 3,437 shares; 2025Q1: 4,151 shares; 2025Q2: 4,211 shares; 2025Q3: 3,494 shares; 2025Q4: 3,585 shares; 2026Q1: 4,349 shares 4,349 $4.33M 0.23% +764 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,525 shares; 2025Q1: 24,346 shares; 2025Q2: 6,831 shares; 2025Q3: 6,509 shares; 2025Q4: 6,348 shares; 2026Q1: 46,192 shares 46,192 $4.26M 0.23% +39,844 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,088 shares; 2026Q1: 92,189 shares 92,189 $4.07M 0.22% +101 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: 19,092 shares; 2024Q4: 25,879 shares; 2025Q1: 53,550 shares; 2025Q2: 28,346 shares; 2025Q3: 19,163 shares; 2025Q4: 19,282 shares; 2026Q1: 27,620 shares 27,620 $3.99M 0.22% +8,338 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,071 shares; 2025Q3: 53,532 shares; 2025Q4: 127,451 shares; 2026Q1: 142,462 shares 142,462 $3.82M 0.21% +15,011 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 14,537 shares; 2025Q1: 16,986 shares; 2025Q2: 18,778 shares; 2025Q3: 12,185 shares; 2025Q4: 14,834 shares; 2026Q1: 22,367 shares 22,367 $3.79M 0.21% +7,533 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,037 shares; 2024Q4: 123,286 shares; 2025Q1: 247,024 shares; 2025Q2: 146,142 shares; 2025Q3: 136,069 shares; 2025Q4: 136,069 shares; 2026Q1: 95,331 shares 95,331 $3.69M 0.2% -40,738 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,333 shares; 2025Q1: 122,451 shares; 2025Q2: 132,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,390 shares 155,390 $3.67M 0.2% new 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: not reported; 2024Q4: 49,832 shares; 2025Q1: 112,482 shares; 2025Q2: 60,660 shares; 2025Q3: 42,740 shares; 2025Q4: 58,952 shares; 2026Q1: 117,275 shares 117,275 $3.6M 0.19% +58,323 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,362 shares; 2025Q1: 155,414 shares; 2025Q2: 163,171 shares; 2025Q3: 169,797 shares; 2025Q4: 77,452 shares; 2026Q1: 82,311 shares 82,311 $3.4M 0.18% +4,859 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 8,597 shares; 2025Q1: 8,220 shares; 2025Q2: 9,913 shares; 2025Q3: 7,067 shares; 2025Q4: 8,735 shares; 2026Q1: 11,853 shares 11,853 $3.4M 0.18% +3,118 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,154 shares; 2025Q1: 134,837 shares; 2025Q2: 104,656 shares; 2025Q3: 105,582 shares; 2025Q4: 107,725 shares; 2026Q1: 123,067 shares 123,067 $3.35M 0.18% +15,342 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,421 shares; 2025Q1: 65,987 shares; 2025Q2: 71,743 shares; 2025Q3: 72,526 shares; 2025Q4: 72,427 shares; 2026Q1: 71,088 shares 71,088 $3.34M 0.18% -1,339 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: 9,513 shares; 2024Q4: 12,169 shares; 2025Q1: 27,034 shares; 2025Q2: 13,853 shares; 2025Q3: 8,238 shares; 2025Q4: 8,046 shares; 2026Q1: 13,263 shares 13,263 $3.24M 0.18% +5,217 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,797 shares; 2026Q1: 133,148 shares 133,148 $3.11M 0.17% +13,351 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: not reported; 2024Q4: 5,678 shares; 2025Q1: 2,316 shares; 2025Q2: 2,955 shares; 2025Q3: 3,441 shares; 2025Q4: 3,993 shares; 2026Q1: 5,361 shares 5,361 $3.09M 0.17% +1,368 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,908 shares; 2025Q1: 20,208 shares; 2025Q2: 37,950 shares; 2025Q3: 37,537 shares; 2025Q4: 40,865 shares; 2026Q1: 44,049 shares 44,049 $3.07M 0.17% +3,184 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,991 shares; 2025Q3: 34,334 shares; 2025Q4: 32,948 shares; 2026Q1: 36,339 shares 36,339 $3.04M 0.16% +3,391 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: not reported; 2024Q4: 30,216 shares; 2025Q1: 64,486 shares; 2025Q2: 27,570 shares; 2025Q3: 12,522 shares; 2025Q4: 16,683 shares; 2026Q1: 33,877 shares 33,877 $3M 0.16% +17,194 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,844 shares; 2025Q4: 62,524 shares; 2026Q1: 62,636 shares 62,636 $3M 0.16% +112 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: 16,700 shares; 2024Q4: 28,799 shares; 2025Q1: 62,692 shares; 2025Q2: 25,229 shares; 2025Q3: 15,936 shares; 2025Q4: 17,929 shares; 2026Q1: 23,319 shares 23,319 $2.9M 0.16% +5,390 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,668 shares; 2025Q4: 17,012 shares; 2026Q1: 36,110 shares 36,110 $2.89M 0.16% +19,098 Timeline WIP 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: 83,595 shares; 2025Q1: 88,128 shares; 2025Q2: 91,035 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,476 shares 72,476 $2.87M 0.16% new 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: not reported; 2024Q4: 1,995 shares; 2025Q1: 3,012 shares; 2025Q2: 2,835 shares; 2025Q3: 2,381 shares; 2025Q4: 2,183 shares; 2026Q1: 4,370 shares 4,370 $2.85M 0.15% +2,187 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,550 shares; 2025Q1: 59,924 shares; 2025Q2: 50,986 shares; 2025Q3: 46,976 shares; 2025Q4: 71,711 shares; 2026Q1: 91,893 shares 91,893 $2.85M 0.15% +20,182 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: 8,782 shares; 2024Q4: 10,272 shares; 2025Q1: 11,204 shares; 2025Q2: 10,922 shares; 2025Q3: 8,280 shares; 2025Q4: 8,764 shares; 2026Q1: 12,633 shares 12,633 $2.75M 0.15% +3,869 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: not reported; 2024Q4: 8,201 shares; 2025Q1: 8,202 shares; 2025Q2: 8,358 shares; 2025Q3: 1,281 shares; 2025Q4: 4,557 shares; 2026Q1: 20,359 shares 20,359 $2.71M 0.15% +15,802 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: 2,623 shares; 2024Q4: 3,240 shares; 2025Q1: 5,204 shares; 2025Q2: 6,951 shares; 2025Q3: 5,493 shares; 2025Q4: 6,478 shares; 2026Q1: 8,565 shares 8,565 $2.65M 0.14% +2,087 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,843 shares; 2025Q1: 9,706 shares; 2025Q2: 7,107 shares; 2025Q3: 6,278 shares; 2025Q4: 7,939 shares; 2026Q1: 12,139 shares 12,139 $2.64M 0.14% +4,200 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: not reported; 2024Q4: 118,755 shares; 2025Q1: 114,976 shares; 2025Q2: 110,682 shares; 2025Q3: 110,307 shares; 2025Q4: 111,685 shares; 2026Q1: 112,331 shares 112,331 $2.61M 0.14% +646 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,430 shares; 2025Q1: 28,870 shares; 2025Q2: 28,278 shares; 2025Q3: 24,650 shares; 2025Q4: 23,909 shares; 2026Q1: 27,779 shares 27,779 $2.6M 0.14% +3,870 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: not reported; 2024Q4: 4,511 shares; 2025Q1: 4,335 shares; 2025Q2: 14,653 shares; 2025Q3: 14,893 shares; 2025Q4: 15,731 shares; 2026Q1: 18,915 shares 18,915 $2.5M 0.14% +3,184 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,718 shares; 2025Q1: 74,197 shares; 2025Q2: 75,055 shares; 2025Q3: 71,765 shares; 2025Q4: 66,922 shares; 2026Q1: 65,207 shares 65,207 $2.41M 0.13% -1,715 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,186 shares; 2026Q1: 24,903 shares 24,903 $2.38M 0.13% -283 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,429 shares; 2026Q1: 59,970 shares 59,970 $2.37M 0.13% -459 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: 3,971 shares; 2024Q4: 5,551 shares; 2025Q1: 17,186 shares; 2025Q2: 15,656 shares; 2025Q3: 10,457 shares; 2025Q4: 10,874 shares; 2026Q1: 11,301 shares 11,301 $2.34M 0.13% +427 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,775 shares; 2025Q1: 27,437 shares; 2025Q2: 28,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,031 shares 29,031 $2.3M 0.12% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,197 shares; 2026Q1: 6,190 shares 6,190 $2.29M 0.12% -7 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,869 shares; 2025Q1: 46,500 shares; 2025Q2: 48,886 shares; 2025Q3: 50,365 shares; 2025Q4: 48,534 shares; 2026Q1: 59,293 shares 59,293 $2.29M 0.12% +10,759 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,843 shares; 2026Q1: 53,152 shares 53,152 $2.26M 0.12% -691 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,425 shares; 2025Q1: 40,599 shares; 2025Q2: 77,504 shares; 2025Q3: 72,918 shares; 2025Q4: 74,429 shares; 2026Q1: 91,936 shares 91,936 $2.23M 0.12% +17,507 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,755 shares; 2024Q4: 24,681 shares; 2025Q1: 48,948 shares; 2025Q2: 24,710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,018 shares 25,018 $2.2M 0.12% new 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: 332 shares; 2025Q1: 337 shares; 2025Q2: 1,048 shares; 2025Q3: 1,502 shares; 2025Q4: 1,569 shares; 2026Q1: 1,658 shares 1,658 $2.19M 0.12% +89 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 10,281 shares; 2025Q4: 10,292 shares; 2026Q1: 8,992 shares 8,992 $2.14M 0.12% -1,300 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 8,005 shares; 2025Q1: 8,554 shares; 2025Q2: 7,840 shares; 2025Q3: 4,766 shares; 2025Q4: 5,242 shares; 2026Q1: 7,075 shares 7,075 $2.14M 0.12% +1,833 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: 15,779 shares; 2025Q1: 52,511 shares; 2025Q2: 51,509 shares; 2025Q3: 9,447 shares; 2025Q4: 26,412 shares; 2026Q1: 54,636 shares 54,636 $2.1M 0.11% +28,224 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: not reported; 2024Q4: 34,714 shares; 2025Q1: 78,394 shares; 2025Q2: 34,555 shares; 2025Q3: 10,523 shares; 2025Q4: 12,622 shares; 2026Q1: 41,401 shares 41,401 $2.07M 0.11% +28,779 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: not reported; 2024Q4: 3,700 shares; 2025Q1: 9,116 shares; 2025Q2: 4,915 shares; 2025Q3: 12,950 shares; 2025Q4: 6,862 shares; 2026Q1: 7,910 shares 7,910 $2.04M 0.11% +1,048 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: 3,504 shares; 2024Q4: 6,014 shares; 2025Q1: 12,558 shares; 2025Q2: 6,469 shares; 2025Q3: 3,469 shares; 2025Q4: 3,820 shares; 2026Q1: 6,178 shares 6,178 $2.03M 0.11% +2,358 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,913 shares; 2025Q1: 34,349 shares; 2025Q2: 27,024 shares; 2025Q3: 37,296 shares; 2025Q4: 36,667 shares; 2026Q1: 38,913 shares 38,913 $1.95M 0.11% +2,246 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: not reported; 2024Q4: 3,382 shares; 2025Q1: 13,091 shares; 2025Q2: 26,213 shares; 2025Q3: 34,034 shares; 2025Q4: 32,972 shares; 2026Q1: 28,229 shares 28,229 $1.93M 0.1% -4,743 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,331 shares; 2025Q1: 21,121 shares; 2025Q2: 22,354 shares; 2025Q3: 22,985 shares; 2025Q4: 22,170 shares; 2026Q1: 20,583 shares 20,583 $1.9M 0.1% -1,587 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168,755 shares; 2025Q1: 153,344 shares; 2025Q2: 72,960 shares; 2025Q3: 56,485 shares; 2025Q4: 54,805 shares; 2026Q1: 55,717 shares 55,717 $1.9M 0.1% +912 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: 25,471 shares; 2024Q4: 28,796 shares; 2025Q1: 66,724 shares; 2025Q2: 37,807 shares; 2025Q3: 26,768 shares; 2025Q4: 26,500 shares; 2026Q1: 38,343 shares 38,343 $1.87M 0.1% +11,843 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,948 shares; 2025Q2: 22,758 shares; 2025Q3: 32,412 shares; 2025Q4: 63,969 shares; 2026Q1: 70,865 shares 70,865 $1.86M 0.1% +6,896 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,499 shares; 2025Q1: 31,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,811 shares 69,811 $1.83M 0.1% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,031 shares; 2025Q1: 50,788 shares; 2025Q2: 40,619 shares; 2025Q3: 43,397 shares; 2025Q4: 43,691 shares; 2026Q1: 42,786 shares 42,786 $1.82M 0.1% -905 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,675 shares; 2025Q1: 8,534 shares; 2025Q2: 8,332 shares; 2025Q3: 8,442 shares; 2025Q4: 7,987 shares; 2026Q1: 8,423 shares 8,423 $1.82M 0.1% +436 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: 9,867 shares; 2024Q4: 13,760 shares; 2025Q1: 15,742 shares; 2025Q2: 13,971 shares; 2025Q3: 7,309 shares; 2025Q4: 8,088 shares; 2026Q1: 14,671 shares 14,671 $1.76M 0.1% +6,583 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: 3,537 shares; 2024Q4: 3,576 shares; 2025Q1: 5,976 shares; 2025Q2: 2,995 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,119 shares 3,119 $1.76M 0.1% new 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: 3,906 shares; 2024Q4: 4,000 shares; 2025Q1: 8,022 shares; 2025Q2: 4,157 shares; 2025Q3: 1,160 shares; 2025Q4: 1,708 shares; 2026Q1: 5,134 shares 5,134 $1.74M 0.09% +3,426 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: 6,448 shares; 2025Q3: 6,919 shares; 2025Q4: 7,081 shares; 2026Q1: 6,774 shares 6,774 $1.7M 0.09% -307 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,222 shares; 2025Q3: 2,626 shares; 2025Q4: 3,151 shares; 2026Q1: 3,153 shares 3,153 $1.7M 0.09% +2 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: 20,013 shares; 2024Q4: 26,389 shares; 2025Q1: 49,874 shares; 2025Q2: 23,605 shares; 2025Q3: 10,758 shares; 2025Q4: 11,921 shares; 2026Q1: 21,307 shares 21,307 $1.7M 0.09% +9,386 Timeline CLCV CROSSMARK ETF TRUST More: the full row for CROSSMARK 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: 41,863 shares; 2026Q1: 63,884 shares 63,884 $1.69M 0.09% +22,021 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,952 shares; 2025Q1: 19,802 shares; 2025Q2: 28,879 shares; 2025Q3: 27,905 shares; 2025Q4: 30,564 shares; 2026Q1: 35,169 shares 35,169 $1.69M 0.09% +4,605 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,813 shares; 2025Q1: 10,310 shares; 2025Q2: 9,911 shares; 2025Q3: not reported; 2025Q4: 4,419 shares; 2026Q1: 24,629 shares 24,629 $1.68M 0.09% +20,210 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: not reported; 2024Q4: 15,704 shares; 2025Q1: 17,972 shares; 2025Q2: 16,972 shares; 2025Q3: 2,361 shares; 2025Q4: 2,769 shares; 2026Q1: 17,032 shares 17,032 $1.67M 0.09% +14,263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares 870 $1.67M 0.09% new Timeline IGF 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: 19,810 shares; 2025Q1: 25,337 shares; 2025Q2: 18,215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,839 shares 24,839 $1.66M 0.09% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,656 shares; 2025Q1: 31,753 shares; 2025Q2: 29,090 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,307 shares 29,307 $1.66M 0.09% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,923 shares; 2025Q3: 24,413 shares; 2025Q4: 28,234 shares; 2026Q1: 31,940 shares 31,940 $1.61M 0.09% +3,706 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: 2,420 shares; 2024Q4: 5,150 shares; 2025Q1: 10,540 shares; 2025Q2: 6,302 shares; 2025Q3: 2,977 shares; 2025Q4: 6,260 shares; 2026Q1: 7,799 shares 7,799 $1.59M 0.09% +1,539 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: 11,903 shares; 2025Q3: 15,767 shares; 2025Q4: 16,299 shares; 2026Q1: 15,498 shares 15,498 $1.54M 0.08% -801 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,358 shares 67,358 $1.5M 0.08% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,343 shares; 2025Q1: 27,539 shares; 2025Q2: 27,278 shares; 2025Q3: 26,855 shares; 2025Q4: 25,017 shares; 2026Q1: 17,270 shares 17,270 $1.5M 0.08% -7,747 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: 2,070 shares; 2024Q4: 2,824 shares; 2025Q1: 2,800 shares; 2025Q2: 2,695 shares; 2025Q3: 1,465 shares; 2025Q4: 1,897 shares; 2026Q1: 2,971 shares 2,971 $1.48M 0.08% +1,074 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,038 shares; 2025Q4: 10,297 shares; 2026Q1: 15,735 shares 15,735 $1.48M 0.08% +5,438 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 2,386 shares; 2025Q1: 2,455 shares; 2025Q2: 2,756 shares; 2025Q3: 1,822 shares; 2025Q4: 1,521 shares; 2026Q1: 2,566 shares 2,566 $1.47M 0.08% +1,045 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 677 shares; 2025Q2: 1,805 shares; 2025Q3: 1,402 shares; 2025Q4: 2,073 shares; 2026Q1: 2,095 shares 2,095 $1.46M 0.08% +22 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,403 shares; 2025Q1: 41,224 shares; 2025Q2: 28,891 shares; 2025Q3: 22,541 shares; 2025Q4: 22,954 shares; 2026Q1: 27,929 shares 27,929 $1.45M 0.08% +4,975 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: not reported; 2024Q4: 23,413 shares; 2025Q1: 41,928 shares; 2025Q2: 22,258 shares; 2025Q3: 20,339 shares; 2025Q4: 22,673 shares; 2026Q1: 26,701 shares 26,701 $1.44M 0.08% +4,028 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,990 shares; 2025Q1: 7,576 shares; 2025Q2: 4,487 shares; 2025Q3: 2,667 shares; 2025Q4: 9,533 shares; 2026Q1: 13,520 shares 13,520 $1.44M 0.08% +3,987 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,793 shares; 2025Q1: 38,717 shares; 2025Q2: 40,288 shares; 2025Q3: 40,217 shares; 2025Q4: 38,665 shares; 2026Q1: 47,884 shares 47,884 $1.43M 0.08% +9,219 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,578 shares; 2025Q1: 16,388 shares; 2025Q2: 12,437 shares; 2025Q3: 12,474 shares; 2025Q4: 13,075 shares; 2026Q1: 12,461 shares 12,461 $1.43M 0.08% -614 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,948 shares; 2025Q1: 33,629 shares; 2025Q2: 21,860 shares; 2025Q3: 20,867 shares; 2025Q4: 20,244 shares; 2026Q1: 25,822 shares 25,822 $1.43M 0.08% +5,578 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,785 shares; 2025Q1: 61,282 shares; 2025Q2: 44,778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,640 shares 43,640 $1.41M 0.08% new 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: not reported; 2024Q4: 8,209 shares; 2025Q1: 8,379 shares; 2025Q2: 8,402 shares; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: 9,451 shares 9,451 $1.39M 0.08% +7,037 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: not reported; 2024Q4: 4,920 shares; 2025Q1: 7,024 shares; 2025Q2: 7,203 shares; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 8,416 shares 8,416 $1.36M 0.07% +6,174 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 6,287 shares; 2025Q1: 5,392 shares; 2025Q2: 5,822 shares; 2025Q3: 953 shares; 2025Q4: 1,260 shares; 2026Q1: 5,916 shares 5,916 $1.36M 0.07% +4,656 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,220 shares; 2025Q1: 61,920 shares; 2025Q2: 69,020 shares; 2025Q3: 69,676 shares; 2025Q4: 54,912 shares; 2026Q1: 55,623 shares 55,623 $1.36M 0.07% +711 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: 3,228 shares; 2024Q4: 4,800 shares; 2025Q1: 4,705 shares; 2025Q2: 4,452 shares; 2025Q3: 4,063 shares; 2025Q4: 4,347 shares; 2026Q1: 4,948 shares 4,948 $1.34M 0.07% +601 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,323 shares; 2025Q1: 46,434 shares; 2025Q2: 50,812 shares; 2025Q3: 48,813 shares; 2025Q4: 48,610 shares; 2026Q1: 45,452 shares 45,452 $1.32M 0.07% -3,158 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,503 shares; 2025Q1: 2,860 shares; 2025Q2: 1,081 shares; 2025Q3: 835 shares; 2025Q4: 889 shares; 2026Q1: 1,474 shares 1,474 $1.32M 0.07% +585 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 3,218 shares; 2025Q1: 1,610 shares; 2025Q2: 1,551 shares; 2025Q3: 1,862 shares; 2025Q4: 2,155 shares; 2026Q1: 6,811 shares 6,811 $1.31M 0.07% +4,656 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,061 shares; 2025Q1: 11,758 shares; 2025Q2: 9,537 shares; 2025Q3: 9,301 shares; 2025Q4: 4,865 shares; 2026Q1: 13,212 shares 13,212 $1.31M 0.07% +8,347 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: 38,819 shares; 2024Q4: 44,569 shares; 2025Q1: 40,999 shares; 2025Q2: 46,279 shares; 2025Q3: 31,563 shares; 2025Q4: 39,840 shares; 2026Q1: 44,389 shares 44,389 $1.29M 0.07% +4,549 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,103 shares; 2025Q2: 24,085 shares; 2025Q3: 25,593 shares; 2025Q4: 36,712 shares; 2026Q1: 35,970 shares 35,970 $1.28M 0.07% -742 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: 909 shares; 2024Q4: 1,995 shares; 2025Q1: 2,748 shares; 2025Q2: 3,403 shares; 2025Q3: 6,028 shares; 2025Q4: 6,016 shares; 2026Q1: 7,978 shares 7,978 $1.28M 0.07% +1,962 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: not reported; 2024Q4: 35,343 shares; 2025Q1: 25,719 shares; 2025Q2: 23,435 shares; 2025Q3: 58,068 shares; 2025Q4: 24,709 shares; 2026Q1: 32,321 shares 32,321 $1.27M 0.07% +7,612 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,731 shares; 2025Q1: 35,146 shares; 2025Q2: 17,857 shares; 2025Q3: 14,494 shares; 2025Q4: 14,301 shares; 2026Q1: 16,843 shares 16,843 $1.26M 0.07% +2,542 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,624 shares; 2025Q1: 59,062 shares; 2025Q2: 45,316 shares; 2025Q3: 48,307 shares; 2025Q4: 53,285 shares; 2026Q1: 56,858 shares 56,858 $1.26M 0.07% +3,573 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 19,613 shares; 2025Q3: 28,017 shares; 2025Q4: 28,223 shares; 2026Q1: 26,784 shares 26,784 $1.25M 0.07% -1,439 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: 2,736 shares; 2024Q4: 3,167 shares; 2025Q1: 7,428 shares; 2025Q2: 3,930 shares; 2025Q3: 2,047 shares; 2025Q4: 2,335 shares; 2026Q1: 4,003 shares 4,003 $1.24M 0.07% +1,668 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: 5,081 shares; 2024Q4: 5,723 shares; 2025Q1: 6,380 shares; 2025Q2: 6,296 shares; 2025Q3: 3,778 shares; 2025Q4: 3,965 shares; 2026Q1: 8,345 shares 8,345 $1.23M 0.07% +4,380 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,381 shares; 2025Q3: 38,501 shares; 2025Q4: 39,628 shares; 2026Q1: 37,525 shares 37,525 $1.22M 0.07% -2,103 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: 1,958 shares; 2024Q4: 3,162 shares; 2025Q1: 6,972 shares; 2025Q2: 3,238 shares; 2025Q3: 3,218 shares; 2025Q4: 2,529 shares; 2026Q1: 3,618 shares 3,618 $1.22M 0.07% +1,089 Timeline NUKZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,026 shares; 2025Q4: 14,288 shares; 2026Q1: 17,939 shares 17,939 $1.18M 0.06% +3,651 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: 6,152 shares; 2024Q4: 7,718 shares; 2025Q1: 7,721 shares; 2025Q2: 9,975 shares; 2025Q3: 4,545 shares; 2025Q4: 5,134 shares; 2026Q1: 9,003 shares 9,003 $1.18M 0.06% +3,869 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,745 shares; 2025Q3: 18,822 shares; 2025Q4: 18,974 shares; 2026Q1: 19,876 shares 19,876 $1.17M 0.06% +902 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,935 shares; 2025Q1: 6,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,377 shares; 2026Q1: 10,628 shares 10,628 $1.17M 0.06% +251 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,466 shares; 2025Q2: 19,466 shares; 2025Q3: 24,305 shares; 2025Q4: 24,211 shares; 2026Q1: 23,082 shares 23,082 $1.16M 0.06% -1,129 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,454 shares; 2025Q1: 15,340 shares; 2025Q2: 22,773 shares; 2025Q3: not reported; 2025Q4: 13,993 shares; 2026Q1: 22,934 shares 22,934 $1.16M 0.06% +8,941 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: not reported; 2024Q4: 10,936 shares; 2025Q1: 7,526 shares; 2025Q2: 7,753 shares; 2025Q3: not reported; 2025Q4: 5,922 shares; 2026Q1: 12,554 shares 12,554 $1.15M 0.06% +6,632 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: not reported; 2024Q4: 14,512 shares; 2025Q1: 31,230 shares; 2025Q2: 11,334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,329 shares 10,329 $1.14M 0.06% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,037 shares; 2025Q1: 5,108 shares; 2025Q2: 4,486 shares; 2025Q3: 4,748 shares; 2025Q4: 4,914 shares; 2026Q1: 5,465 shares 5,465 $1.14M 0.06% +551 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,683 shares; 2025Q1: 27,138 shares; 2025Q2: 27,018 shares; 2025Q3: 29,274 shares; 2025Q4: 30,972 shares; 2026Q1: 33,636 shares 33,636 $1.14M 0.06% +2,664 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,606 shares; 2025Q1: 23,293 shares; 2025Q2: 16,052 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,209 shares 15,209 $1.14M 0.06% new 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: not reported; 2024Q4: 28,004 shares; 2025Q1: 32,805 shares; 2025Q2: 21,974 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,180 shares 22,180 $1.13M 0.06% new 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: 2,801 shares; 2024Q4: 3,149 shares; 2025Q1: 3,051 shares; 2025Q2: 2,986 shares; 2025Q3: 1,670 shares; 2025Q4: 1,699 shares; 2026Q1: 3,159 shares 3,159 $1.13M 0.06% +1,460 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 10,741 shares; 2026Q1: 15,619 shares 15,619 $1.12M 0.06% +4,878 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: not reported; 2024Q4: 12,449 shares; 2025Q1: 12,107 shares; 2025Q2: 11,743 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,411 shares 24,411 $1.12M 0.06% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,691 shares; 2025Q1: 1,308 shares; 2025Q2: 1,474 shares; 2025Q3: 594 shares; 2025Q4: 903 shares; 2026Q1: 1,279 shares 1,279 $1.12M 0.06% +376 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,991 shares; 2025Q1: 8,074 shares; 2025Q2: 4,307 shares; 2025Q3: 3,691 shares; 2025Q4: 3,904 shares; 2026Q1: 4,576 shares 4,576 $1.11M 0.06% +672 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: 753 shares; 2024Q4: 2,849 shares; 2025Q1: 6,894 shares; 2025Q2: 3,079 shares; 2025Q3: 2,489 shares; 2025Q4: 2,777 shares; 2026Q1: 3,147 shares 3,147 $1.11M 0.06% +370 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: 6,390 shares; 2024Q4: 7,990 shares; 2025Q1: 22,062 shares; 2025Q2: 12,979 shares; 2025Q3: 9,009 shares; 2025Q4: 9,019 shares; 2026Q1: 11,370 shares 11,370 $1.1M 0.06% +2,351 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: 12,278 shares; 2024Q4: 12,185 shares; 2025Q1: 30,156 shares; 2025Q2: 14,700 shares; 2025Q3: 7,527 shares; 2025Q4: 8,168 shares; 2026Q1: 14,400 shares 14,400 $1.1M 0.06% +6,232 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 8,422 shares; 2025Q2: 8,422 shares; 2025Q3: 18,766 shares; 2025Q4: 25,308 shares; 2026Q1: 28,197 shares 28,197 $1.09M 0.06% +2,889 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: 10,267 shares; 2024Q4: 9,547 shares; 2025Q1: 7,272 shares; 2025Q2: 7,027 shares; 2025Q3: 5,132 shares; 2025Q4: 4,969 shares; 2026Q1: 7,433 shares 7,433 $1.09M 0.06% +2,464 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,605 shares; 2025Q1: 9,460 shares; 2025Q2: 6,035 shares; 2025Q3: 2,881 shares; 2025Q4: 2,892 shares; 2026Q1: 6,031 shares 6,031 $1.09M 0.06% +3,139 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: not reported; 2024Q4: 8,674 shares; 2025Q1: 5,912 shares; 2025Q2: 15,172 shares; 2025Q3: 11,949 shares; 2025Q4: 16,572 shares; 2026Q1: 17,277 shares 17,277 $1.08M 0.06% +705 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,783 shares; 2025Q1: 6,932 shares; 2025Q2: 7,017 shares; 2025Q3: 17,563 shares; 2025Q4: 20,916 shares; 2026Q1: 23,106 shares 23,106 $1.08M 0.06% +2,190 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,974 shares; 2025Q3: 2,942 shares; 2025Q4: 2,998 shares; 2026Q1: 2,845 shares 2,845 $1.08M 0.06% -153 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: 25,552 shares; 2024Q4: 36,999 shares; 2025Q1: 78,480 shares; 2025Q2: 37,706 shares; 2025Q3: 14,541 shares; 2025Q4: 14,748 shares; 2026Q1: 38,388 shares 38,388 $1.08M 0.06% +23,640 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: 3,859 shares; 2024Q4: 14,783 shares; 2025Q1: 13,809 shares; 2025Q2: 13,834 shares; 2025Q3: 11,901 shares; 2025Q4: 11,418 shares; 2026Q1: 13,680 shares 13,680 $1.06M 0.06% +2,262 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,576 shares; 2026Q1: 42,576 shares 42,576 $1.05M 0.06% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,003 shares; 2025Q3: 31,945 shares; 2025Q4: 22,258 shares; 2026Q1: 22,405 shares 22,405 $1.04M 0.06% +147 Timeline CLCG CROSSMARK ETF TRUST More: the full row for CROSSMARK 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: 32,247 shares; 2026Q1: 42,585 shares 42,585 $1.04M 0.06% +10,338 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: not reported; 2024Q4: 7,583 shares; 2025Q1: 14,470 shares; 2025Q2: 8,307 shares; 2025Q3: 7,992 shares; 2025Q4: 10,371 shares; 2026Q1: 15,345 shares 15,345 $1.04M 0.06% +4,974 Timeline FXN 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: 42,434 shares; 2025Q1: 43,769 shares; 2025Q2: 42,614 shares; 2025Q3: 44,824 shares; 2025Q4: 45,178 shares; 2026Q1: 46,018 shares 46,018 $1.03M 0.06% +840 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: 3,811 shares 3,811 $1.03M 0.06% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,864 shares; 2025Q2: 5,857 shares; 2025Q3: 3,927 shares; 2025Q4: 3,320 shares; 2026Q1: 4,791 shares 4,791 $1.02M 0.06% +1,471 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: 2,161 shares; 2024Q4: 2,172 shares; 2025Q1: 2,335 shares; 2025Q2: 2,156 shares; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 2,198 shares 2,198 $1.01M 0.05% +1,824 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,773 shares; 2026Q1: 27,451 shares 27,451 $1M 0.05% +18,678 Timeline DBP 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: 2,950 shares; 2025Q2: 3,012 shares; 2025Q3: 4,586 shares; 2025Q4: 7,306 shares; 2026Q1: 9,092 shares 9,092 $1M 0.05% +1,786 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: 605 shares; 2024Q4: 1,116 shares; 2025Q1: 3,106 shares; 2025Q2: 1,583 shares; 2025Q3: 1,080 shares; 2025Q4: 1,279 shares; 2026Q1: 1,649 shares 1,649 $997K 0.05% +370 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,889 shares; 2025Q1: 4,417 shares; 2025Q2: 2,995 shares; 2025Q3: 2,635 shares; 2025Q4: 2,693 shares; 2026Q1: 2,577 shares 2,577 $988K 0.05% -116 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: not reported; 2024Q4: 10,450 shares; 2025Q1: 17,798 shares; 2025Q2: 11,083 shares; 2025Q3: 10,279 shares; 2025Q4: 10,311 shares; 2026Q1: 11,009 shares 11,009 $971K 0.05% +698 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: 8,855 shares; 2024Q4: 11,512 shares; 2025Q1: 24,790 shares; 2025Q2: 13,221 shares; 2025Q3: 9,735 shares; 2025Q4: 12,575 shares; 2026Q1: 15,997 shares 15,997 $970K 0.05% +3,422 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,471 shares; 2025Q1: 2,052 shares; 2025Q2: 1,647 shares; 2025Q3: 662 shares; 2025Q4: 699 shares; 2026Q1: 1,572 shares 1,572 $969K 0.05% +873 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: 2,650 shares; 2024Q4: 3,408 shares; 2025Q1: 7,014 shares; 2025Q2: 3,310 shares; 2025Q3: 2,067 shares; 2025Q4: 5,198 shares; 2026Q1: 6,067 shares 6,067 $969K 0.05% +869 Timeline DWM 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: 7,441 shares; 2025Q2: 7,531 shares; 2025Q3: 9,542 shares; 2025Q4: 12,816 shares; 2026Q1: 13,796 shares 13,796 $964K 0.05% +980 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: not reported; 2024Q4: 23,636 shares; 2025Q1: 43,428 shares; 2025Q2: 21,704 shares; 2025Q3: 20,379 shares; 2025Q4: 20,562 shares; 2026Q1: 20,466 shares 20,466 $957K 0.05% -96 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,325 shares; 2025Q1: 19,310 shares; 2025Q2: 19,391 shares; 2025Q3: 19,303 shares; 2025Q4: 18,362 shares; 2026Q1: 17,513 shares 17,513 $956K 0.05% -849 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: 10,741 shares; 2024Q4: 14,587 shares; 2025Q1: 15,320 shares; 2025Q2: 19,244 shares; 2025Q3: 11,540 shares; 2025Q4: 12,557 shares; 2026Q1: 18,920 shares 18,920 $950K 0.05% +6,363 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: 5,685 shares; 2024Q4: 7,066 shares; 2025Q1: 9,935 shares; 2025Q2: 13,763 shares; 2025Q3: 7,739 shares; 2025Q4: 8,791 shares; 2026Q1: 10,165 shares 10,165 $944K 0.05% +1,374 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: not reported; 2024Q4: 12,934 shares; 2025Q1: 13,114 shares; 2025Q2: 13,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,408 shares 11,408 $935K 0.05% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,737 shares; 2025Q3: 27,682 shares; 2025Q4: 27,449 shares; 2026Q1: 27,461 shares 27,461 $934K 0.05% +12 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,350 shares; 2026Q1: 38,350 shares 38,350 $932K 0.05% 0 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: 2,925 shares; 2024Q4: 3,027 shares; 2025Q1: 2,432 shares; 2025Q2: 2,491 shares; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 2,604 shares 2,604 $931K 0.05% +1,974 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,956 shares 1,956 $926K 0.05% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,639 shares; 2025Q1: 14,948 shares; 2025Q2: 9,944 shares; 2025Q3: 9,852 shares; 2025Q4: 8,261 shares; 2026Q1: 8,594 shares 8,594 $925K 0.05% +333 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: 5,031 shares; 2024Q4: 5,172 shares; 2025Q1: 11,936 shares; 2025Q2: 6,481 shares; 2025Q3: 2,495 shares; 2025Q4: 3,116 shares; 2026Q1: 5,954 shares 5,954 $925K 0.05% +2,838 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,738 shares; 2025Q1: 13,277 shares; 2025Q2: 13,603 shares; 2025Q3: 13,604 shares; 2025Q4: 13,687 shares; 2026Q1: 12,723 shares 12,723 $924K 0.05% -964 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,041 shares; 2025Q1: 14,082 shares; 2025Q2: 7,006 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares; 2026Q1: 7,003 shares 7,003 $917K 0.05% +16 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,124 shares; 2025Q1: 51,235 shares; 2025Q2: 42,842 shares; 2025Q3: 27,722 shares; 2025Q4: 23,495 shares; 2026Q1: 22,468 shares 22,468 $911K 0.05% -1,027 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,541 shares 81,541 $901K 0.05% new Timeline GCC 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: 34,526 shares; 2025Q1: 35,759 shares; 2025Q2: 35,155 shares; 2025Q3: 36,021 shares; 2025Q4: 36,357 shares; 2026Q1: 37,620 shares 37,620 $901K 0.05% +1,263 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,829 shares; 2025Q1: 3,748 shares; 2025Q2: 2,665 shares; 2025Q3: 695 shares; 2025Q4: 679 shares; 2026Q1: 2,255 shares 2,255 $897K 0.05% +1,576 Timeline CWB 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: 23,650 shares; 2025Q1: 21,245 shares; 2025Q2: 13,748 shares; 2025Q3: 13,306 shares; 2025Q4: 9,864 shares; 2026Q1: 9,730 shares 9,730 $890K 0.05% -134 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: 2,047 shares; 2024Q4: 2,637 shares; 2025Q1: 4,393 shares; 2025Q2: 4,109 shares; 2025Q3: 3,038 shares; 2025Q4: 3,571 shares; 2026Q1: 3,638 shares 3,638 $888K 0.05% +67 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,347 shares; 2024Q4: 11,909 shares; 2025Q1: 12,349 shares; 2025Q2: 11,834 shares; 2025Q3: 10,169 shares; 2025Q4: 11,307 shares; 2026Q1: 11,893 shares 11,893 $886K 0.05% +586 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,079 shares; 2025Q3: 11,745 shares; 2025Q4: 11,785 shares; 2026Q1: 12,473 shares 12,473 $884K 0.05% +688 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: 3,311 shares; 2024Q4: 3,416 shares; 2025Q1: 5,790 shares; 2025Q2: 3,319 shares; 2025Q3: 1,209 shares; 2025Q4: 1,264 shares; 2026Q1: 3,036 shares 3,036 $861K 0.05% +1,772 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: 3,670 shares; 2024Q4: 4,243 shares; 2025Q1: 8,190 shares; 2025Q2: 3,954 shares; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 3,639 shares 3,639 $860K 0.05% +2,574 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: not reported; 2024Q4: 29,057 shares; 2025Q1: 55,852 shares; 2025Q2: 27,138 shares; 2025Q3: 26,888 shares; 2025Q4: 26,025 shares; 2026Q1: 26,060 shares 26,060 $859K 0.05% +35 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,879 shares; 2025Q3: 15,301 shares; 2025Q4: 15,304 shares; 2026Q1: 16,266 shares 16,266 $851K 0.05% +962 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: not reported; 2024Q4: 15,348 shares; 2025Q1: 12,000 shares; 2025Q2: 8,424 shares; 2025Q3: 9,068 shares; 2025Q4: 9,229 shares; 2026Q1: 9,590 shares 9,590 $842K 0.05% +361 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: 4,557 shares; 2024Q4: 6,824 shares; 2025Q1: 15,610 shares; 2025Q2: 7,705 shares; 2025Q3: 6,301 shares; 2025Q4: 6,520 shares; 2026Q1: 8,186 shares 8,186 $840K 0.05% +1,666 Timeline ILF 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: 9,712 shares; 2025Q2: 10,989 shares; 2025Q3: 20,908 shares; 2025Q4: 24,048 shares; 2026Q1: 23,498 shares 23,498 $835K 0.05% -550 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: 1,467 shares; 2024Q4: 2,577 shares; 2025Q1: 6,290 shares; 2025Q2: 2,312 shares; 2025Q3: 1,933 shares; 2025Q4: 2,429 shares; 2026Q1: 2,743 shares 2,743 $830K 0.04% +314 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 3,126 shares; 2025Q1: 5,116 shares; 2025Q2: 5,120 shares; 2025Q3: 3,922 shares; 2025Q4: 4,723 shares; 2026Q1: 6,178 shares 6,178 $816K 0.04% +1,455 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,997 shares; 2025Q1: 3,569 shares; 2025Q2: 3,264 shares; 2025Q3: 2,831 shares; 2025Q4: 3,297 shares; 2026Q1: 3,279 shares 3,279 $810K 0.04% -18 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,734 shares; 2025Q2: 23,506 shares; 2025Q3: 24,285 shares; 2025Q4: 21,940 shares; 2026Q1: 27,510 shares 27,510 $808K 0.04% +5,570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 3,598 shares; 2026Q1: 4,076 shares 4,076 $808K 0.04% +478 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,935 shares; 2025Q1: 6,744 shares; 2025Q2: 6,673 shares; 2025Q3: not reported; 2025Q4: 5,371 shares; 2026Q1: 13,167 shares 13,167 $807K 0.04% +7,796 Timeline SCZ 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: 10,273 shares 10,273 $806K 0.04% new 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: 1,853 shares; 2024Q4: 4,947 shares; 2025Q1: 6,782 shares; 2025Q2: 3,436 shares; 2025Q3: 2,044 shares; 2025Q4: 2,761 shares; 2026Q1: 4,033 shares 4,033 $803K 0.04% +1,272 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,873 shares; 2025Q1: 94,704 shares; 2025Q2: 33,908 shares; 2025Q3: 33,707 shares; 2025Q4: 30,447 shares; 2026Q1: 31,803 shares 31,803 $792K 0.04% +1,356 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 3,829 shares; 2025Q2: 3,873 shares; 2025Q3: not reported; 2025Q4: 7,829 shares; 2026Q1: 9,950 shares 9,950 $790K 0.04% +2,121 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: 3,110 shares; 2024Q4: 3,144 shares; 2025Q1: 6,258 shares; 2025Q2: 4,409 shares; 2025Q3: 1,616 shares; 2025Q4: 1,867 shares; 2026Q1: 4,759 shares 4,759 $787K 0.04% +2,892 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: 2,262 shares; 2024Q4: 2,567 shares; 2025Q1: 2,151 shares; 2025Q2: 2,023 shares; 2025Q3: 839 shares; 2025Q4: 1,451 shares; 2026Q1: 1,876 shares 1,876 $782K 0.04% +425 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 563 shares 563 $776K 0.04% new Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,898 shares; 2025Q4: 12,746 shares; 2026Q1: 13,469 shares 13,469 $776K 0.04% +723 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 5,117 shares; 2025Q1: 10,420 shares; 2025Q2: 5,192 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,890 shares 5,890 $772K 0.04% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 6,932 shares; 2025Q1: 4,609 shares; 2025Q2: 3,710 shares; 2025Q3: not reported; 2025Q4: 3,266 shares; 2026Q1: 6,520 shares 6,520 $771K 0.04% +3,254 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,267 shares; 2025Q3: 19,732 shares; 2025Q4: 13,859 shares; 2026Q1: 15,267 shares 15,267 $769K 0.04% +1,408 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: 2,327 shares; 2024Q4: 2,471 shares; 2025Q1: 5,536 shares; 2025Q2: 2,668 shares; 2025Q3: not reported; 2025Q4: 760 shares; 2026Q1: 2,237 shares 2,237 $768K 0.04% +1,477 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: 687 shares; 2024Q4: 1,054 shares; 2025Q1: 796 shares; 2025Q2: 635 shares; 2025Q3: 394 shares; 2025Q4: 464 shares; 2026Q1: 880 shares 880 $761K 0.04% +416 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: not reported; 2024Q4: not reported; 2025Q1: 3,022 shares; 2025Q2: 1,650 shares; 2025Q3: 1,374 shares; 2025Q4: 1,959 shares; 2026Q1: 4,089 shares 4,089 $754K 0.04% +2,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 4,148 shares; 2026Q1: 8,010 shares 8,010 $753K 0.04% +3,862 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,608 shares; 2025Q1: 8,678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,746 shares 31,746 $751K 0.04% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,723 shares; 2024Q4: 34,554 shares; 2025Q1: 68,054 shares; 2025Q2: 34,194 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,817 shares 33,817 $747K 0.04% new Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,052 shares 11,052 $741K 0.04% +2 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,089 shares; 2025Q1: 4,045 shares; 2025Q2: 4,893 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $737K 0.04% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,733 shares; 2025Q1: 19,434 shares; 2025Q2: 25,351 shares; 2025Q3: 27,931 shares; 2025Q4: 32,081 shares; 2026Q1: 35,152 shares 35,152 $737K 0.04% +3,071 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,605 shares; 2024Q4: 59,260 shares; 2025Q1: 122,748 shares; 2025Q2: 61,949 shares; 2025Q3: 27,166 shares; 2025Q4: 32,692 shares; 2026Q1: 60,789 shares 60,789 $702K 0.04% +28,097 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: 2,479 shares; 2024Q4: 4,477 shares; 2025Q1: 11,152 shares; 2025Q2: 5,352 shares; 2025Q3: 3,246 shares; 2025Q4: 4,134 shares; 2026Q1: 5,383 shares 5,383 $693K 0.04% +1,249 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,844 shares; 2025Q4: 10,805 shares; 2026Q1: 10,509 shares 10,509 $688K 0.04% -296 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: not reported; 2024Q4: 17,695 shares; 2025Q1: 13,149 shares; 2025Q2: 11,273 shares; 2025Q3: not reported; 2025Q4: 10,427 shares; 2026Q1: 13,924 shares 13,924 $687K 0.04% +3,497 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,498 shares; 2025Q1: 3,068 shares; 2025Q2: 2,488 shares; 2025Q3: 1,442 shares; 2025Q4: 1,886 shares; 2026Q1: 2,731 shares 2,731 $677K 0.04% +845 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 4,426 shares; 2025Q1: 8,776 shares; 2025Q2: 4,540 shares; 2025Q3: 2,795 shares; 2025Q4: 3,497 shares; 2026Q1: 4,856 shares 4,856 $677K 0.04% +1,359 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: 1,933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,142 shares; 2025Q3: 4,815 shares; 2025Q4: 4,861 shares; 2026Q1: 3,988 shares 3,988 $674K 0.04% -873 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,560 shares; 2025Q1: 16,962 shares; 2025Q2: 8,542 shares; 2025Q3: 8,938 shares; 2025Q4: 9,019 shares; 2026Q1: 9,198 shares 9,198 $673K 0.04% +179 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: not reported; 2024Q4: 723 shares; 2025Q1: 695 shares; 2025Q2: 903 shares; 2025Q3: 1,289 shares; 2025Q4: 1,701 shares; 2026Q1: 1,647 shares 1,647 $671K 0.04% -54 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,997 shares; 2025Q1: 17,713 shares; 2025Q2: 16,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,606 shares 14,606 $665K 0.04% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 14,447 shares; 2025Q1: 17,797 shares; 2025Q2: 20,738 shares; 2025Q3: 16,213 shares; 2025Q4: 16,927 shares; 2026Q1: 22,558 shares 22,558 $648K 0.04% +5,631 Timeline PPTY 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: 14,129 shares; 2025Q1: 14,324 shares; 2025Q2: 14,488 shares; 2025Q3: 26,097 shares; 2025Q4: 29,758 shares; 2026Q1: 21,503 shares 21,503 $647K 0.04% -8,255 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: 18,521 shares; 2025Q1: 18,447 shares; 2025Q2: 9,089 shares; 2025Q3: 12,256 shares; 2025Q4: 12,707 shares; 2026Q1: 13,829 shares 13,829 $645K 0.03% +1,122 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 4,842 shares; 2026Q1: 6,829 shares 6,829 $633K 0.03% +1,987 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: 1,232 shares; 2024Q4: 1,824 shares; 2025Q1: 3,760 shares; 2025Q2: 2,029 shares; 2025Q3: 1,443 shares; 2025Q4: 1,473 shares; 2026Q1: 2,604 shares 2,604 $632K 0.03% +1,131 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,691 shares; 2025Q1: 3,864 shares; 2025Q2: 4,450 shares; 2025Q3: 2,695 shares; 2025Q4: 6,705 shares; 2026Q1: 6,917 shares 6,917 $626K 0.03% +212 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,716 shares; 2025Q1: 6,825 shares; 2025Q2: 6,179 shares; 2025Q3: 3,378 shares; 2025Q4: 4,556 shares; 2026Q1: 5,555 shares 5,555 $624K 0.03% +999 Timeline PCY 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: 26,689 shares; 2025Q1: 26,516 shares; 2025Q2: 26,387 shares; 2025Q3: 9,513 shares; 2025Q4: not reported; 2026Q1: 29,708 shares 29,708 $621K 0.03% new 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: not reported; 2024Q4: 12,818 shares; 2025Q1: 11,721 shares; 2025Q2: 5,644 shares; 2025Q3: 14,236 shares; 2025Q4: 5,212 shares; 2026Q1: 5,119 shares 5,119 $619K 0.03% -93 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,192 shares; 2025Q1: not reported; 2025Q2: 14,695 shares; 2025Q3: 13,599 shares; 2025Q4: 11,278 shares; 2026Q1: 12,410 shares 12,410 $619K 0.03% +1,132 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,723 shares; 2025Q1: 8,538 shares; 2025Q2: 9,408 shares; 2025Q3: 8,398 shares; 2025Q4: 11,617 shares; 2026Q1: 12,060 shares 12,060 $612K 0.03% +443 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: 7,470 shares; 2025Q3: 9,296 shares; 2025Q4: 6,033 shares; 2026Q1: 3,394 shares 3,394 $612K 0.03% -2,639 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 385 shares; 2025Q3: 245 shares; 2025Q4: 392 shares; 2026Q1: 408 shares 408 $601K 0.03% +16 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 6,695 shares; 2025Q4: 6,074 shares; 2026Q1: 5,110 shares 5,110 $594K 0.03% -964 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: 6,026 shares; 2024Q4: 12,226 shares; 2025Q1: 26,078 shares; 2025Q2: 11,947 shares; 2025Q3: 8,765 shares; 2025Q4: 7,393 shares; 2026Q1: 6,163 shares 6,163 $594K 0.03% -1,230 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,590 shares; 2025Q4: 9,402 shares; 2026Q1: 10,446 shares 10,446 $591K 0.03% +1,044 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,832 shares; 2025Q1: 3,712 shares; 2025Q2: 1,511 shares; 2025Q3: 1,145 shares; 2025Q4: 1,313 shares; 2026Q1: 2,215 shares 2,215 $591K 0.03% +902 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 30,797 shares; 2025Q1: 60,770 shares; 2025Q2: 31,188 shares; 2025Q3: 30,071 shares; 2025Q4: 29,952 shares; 2026Q1: 29,462 shares 29,462 $591K 0.03% -490 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,041 shares; 2025Q4: 10,089 shares; 2026Q1: 7,877 shares 7,877 $590K 0.03% -2,212 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 1,034 shares; 2025Q1: 940 shares; 2025Q2: 1,864 shares; 2025Q3: 1,473 shares; 2025Q4: 1,820 shares; 2026Q1: 2,405 shares 2,405 $585K 0.03% +585 Timeline VSS 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: 3,910 shares; 2025Q1: 3,818 shares; 2025Q2: 3,843 shares; 2025Q3: 3,865 shares; 2025Q4: 4,161 shares; 2026Q1: 3,991 shares 3,991 $582K 0.03% -170 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: 2,384 shares; 2024Q4: 2,377 shares; 2025Q1: 4,432 shares; 2025Q2: 2,094 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares 1,812 $581K 0.03% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,613 shares; 2025Q1: 93,096 shares; 2025Q2: 13,008 shares; 2025Q3: 12,644 shares; 2025Q4: 11,677 shares; 2026Q1: 11,721 shares 11,721 $579K 0.03% +44 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,736 shares; 2025Q1: 5,834 shares; 2025Q2: 3,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,176 shares 3,176 $579K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 1,642 shares; 2025Q3: 1,258 shares; 2025Q4: 1,300 shares; 2026Q1: 1,690 shares 1,690 $578K 0.03% +390 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,125 shares; 2025Q1: 21,475 shares; 2025Q2: 21,575 shares; 2025Q3: 21,475 shares; 2025Q4: 15,725 shares; 2026Q1: 16,174 shares 16,174 $573K 0.03% +449 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,883 shares; 2025Q1: 33,807 shares; 2025Q2: 27,218 shares; 2025Q3: 28,071 shares; 2025Q4: 22,360 shares; 2026Q1: 22,956 shares 22,956 $569K 0.03% +596 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,936 shares; 2025Q1: 8,299 shares; 2025Q2: 5,651 shares; 2025Q3: 5,675 shares; 2025Q4: 5,518 shares; 2026Q1: 5,150 shares 5,150 $569K 0.03% -368 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 4,690 shares; 2025Q4: 4,902 shares; 2026Q1: 5,431 shares 5,431 $562K 0.03% +529 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: 439 shares; 2024Q4: 776 shares; 2025Q1: 726 shares; 2025Q2: 630 shares; 2025Q3: 481 shares; 2025Q4: 4,650 shares; 2026Q1: 5,771 shares 5,771 $555K 0.03% +1,121 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: not reported; 2024Q4: 6,197 shares; 2025Q1: 6,256 shares; 2025Q2: 9,630 shares; 2025Q3: 6,581 shares; 2025Q4: 5,727 shares; 2026Q1: 8,375 shares 8,375 $553K 0.03% +2,648 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 7,517 shares; 2025Q1: 11,206 shares; 2025Q2: 5,576 shares; 2025Q3: 3,709 shares; 2025Q4: 3,881 shares; 2026Q1: 6,108 shares 6,108 $552K 0.03% +2,227 Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,287 shares; 2025Q2: 24,744 shares; 2025Q3: 25,074 shares; 2025Q4: 24,818 shares; 2026Q1: 22,586 shares 22,586 $549K 0.03% -2,232 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: 3,273 shares; 2024Q4: 3,509 shares; 2025Q1: 3,421 shares; 2025Q2: 3,509 shares; 2025Q3: 2,314 shares; 2025Q4: 2,338 shares; 2026Q1: 3,767 shares 3,767 $547K 0.03% +1,429 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: 4,030 shares; 2024Q4: 4,425 shares; 2025Q1: 9,544 shares; 2025Q2: 5,123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,793 shares 4,793 $544K 0.03% new Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,962 shares; 2025Q3: 18,913 shares; 2025Q4: 19,800 shares; 2026Q1: 19,604 shares 19,604 $542K 0.03% -196 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: 954 shares; 2024Q4: 2,443 shares; 2025Q1: 4,944 shares; 2025Q2: 2,896 shares; 2025Q3: 697 shares; 2025Q4: 1,087 shares; 2026Q1: 1,877 shares 1,877 $539K 0.03% +790 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,851 shares; 2025Q1: 7,758 shares; 2025Q2: 4,064 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares 4,097 $537K 0.03% new Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 4,808 shares; 2026Q1: 5,500 shares 5,500 $537K 0.03% +692 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,101 shares; 2025Q4: 2,285 shares; 2026Q1: 2,741 shares 2,741 $535K 0.03% +456 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: not reported; 2024Q4: 13,520 shares; 2025Q1: 20,252 shares; 2025Q2: 3,894 shares; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 4,889 shares 4,889 $533K 0.03% -53 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: 1,791 shares; 2024Q4: 1,709 shares; 2025Q1: 4,204 shares; 2025Q2: 2,067 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,558 shares 2,558 $532K 0.03% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,690 shares 2,690 $531K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,881 shares; 2025Q1: 3,996 shares; 2025Q2: 2,013 shares; 2025Q3: 1,017 shares; 2025Q4: 1,153 shares; 2026Q1: 1,661 shares 1,661 $528K 0.03% +508 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,477 shares; 2025Q2: 1,833 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,471 shares 2,471 $522K 0.03% new Timeline DBB 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: not reported; 2025Q3: not reported; 2025Q4: 21,506 shares; 2026Q1: 22,186 shares 22,186 $521K 0.03% +680 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 3,052 shares; 2025Q1: 3,810 shares; 2025Q2: 3,978 shares; 2025Q3: 3,757 shares; 2025Q4: 3,859 shares; 2026Q1: 4,525 shares 4,525 $520K 0.03% +666 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: 5,492 shares; 2025Q1: 11,028 shares; 2025Q2: 7,401 shares; 2025Q3: 7,318 shares; 2025Q4: 7,147 shares; 2026Q1: 7,893 shares 7,893 $518K 0.03% +746 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 118 shares; 2025Q1: 130 shares; 2025Q2: 113 shares; 2025Q3: 94 shares; 2025Q4: 113 shares; 2026Q1: 123 shares 123 $518K 0.03% +10 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,375 shares; 2025Q1: 3,424 shares; 2025Q2: 3,438 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares 3,142 $510K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,029 shares; 2025Q3: 3,025 shares; 2025Q4: 3,899 shares; 2026Q1: 4,033 shares 4,033 $509K 0.03% +134 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,824 shares; 2025Q2: 4,001 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,464 shares 5,464 $508K 0.03% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 13,085 shares; 2025Q1: 12,282 shares; 2025Q2: 10,733 shares; 2025Q3: 8,766 shares; 2025Q4: 10,852 shares; 2026Q1: 13,641 shares 13,641 $508K 0.03% +2,789 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 3,073 shares; 2025Q1: 3,507 shares; 2025Q2: 3,193 shares; 2025Q3: 2,127 shares; 2025Q4: 2,433 shares; 2026Q1: 2,712 shares 2,712 $506K 0.03% +279 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: not reported; 2024Q4: 2,052 shares; 2025Q1: 4,124 shares; 2025Q2: 2,109 shares; 2025Q3: 1,576 shares; 2025Q4: 1,681 shares; 2026Q1: 2,229 shares 2,229 $504K 0.03% +548 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: 18,100 shares; 2025Q1: 18,049 shares; 2025Q2: 12,175 shares; 2025Q3: 12,937 shares; 2025Q4: 9,678 shares; 2026Q1: 10,574 shares 10,574 $503K 0.03% +896 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,837 shares 3,837 $502K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares 228 $501K 0.03% new 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: 6,044 shares; 2024Q4: 6,182 shares; 2025Q1: 12,402 shares; 2025Q2: 7,204 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,952 shares 6,952 $496K 0.03% new Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,667 shares 22,667 $494K 0.03% new 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: 813 shares; 2024Q4: 816 shares; 2025Q1: 853 shares; 2025Q2: 871 shares; 2025Q3: 436 shares; 2025Q4: not reported; 2026Q1: 993 shares 993 $492K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,016 shares; 2025Q3: 1,503 shares; 2025Q4: 2,805 shares; 2026Q1: 2,699 shares 2,699 $492K 0.03% -106 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,619 shares; 2025Q3: 13,237 shares; 2025Q4: 14,248 shares; 2026Q1: 21,068 shares 21,068 $491K 0.03% +6,820 Timeline XP XP INC More: the full row for XP 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: 18,493 shares; 2025Q4: 19,837 shares; 2026Q1: 25,759 shares 25,759 $490K 0.03% +5,922 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: 3,892 shares; 2025Q2: 1,953 shares; 2025Q3: 1,344 shares; 2025Q4: 1,559 shares; 2026Q1: 1,787 shares 1,787 $490K 0.03% +228 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 6,027 shares; 2025Q1: 11,688 shares; 2025Q2: 5,605 shares; 2025Q3: 4,471 shares; 2025Q4: 4,672 shares; 2026Q1: 6,809 shares 6,809 $489K 0.03% +2,137 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: not reported; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 2,438 shares; 2025Q3: 2,136 shares; 2025Q4: 3,322 shares; 2026Q1: 3,932 shares 3,932 $489K 0.03% +610 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,574 shares; 2025Q1: 16,318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares; 2026Q1: 3,974 shares 3,974 $488K 0.03% +1,863 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,147 shares; 2025Q3: 16,202 shares; 2025Q4: 16,326 shares; 2026Q1: 14,821 shares 14,821 $485K 0.03% -1,505 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 9,274 shares 9,274 $473K 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: 9,260 shares; 2025Q2: 9,898 shares; 2025Q3: 5,949 shares; 2025Q4: 6,603 shares; 2026Q1: 10,124 shares 10,124 $470K 0.03% +3,521 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: not reported; 2025Q4: not reported; 2026Q1: 9,668 shares 9,668 $469K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,965 shares; 2025Q1: 5,052 shares; 2025Q2: 2,245 shares; 2025Q3: 2,149 shares; 2025Q4: 1,928 shares; 2026Q1: 2,303 shares 2,303 $468K 0.03% +375 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,945 shares; 2025Q3: 5,068 shares; 2025Q4: 13,364 shares; 2026Q1: 7,893 shares 7,893 $466K 0.03% -5,471 Timeline ICVT 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: 8,786 shares; 2025Q1: 7,101 shares; 2025Q2: 5,148 shares; 2025Q3: 5,133 shares; 2025Q4: 4,568 shares; 2026Q1: 4,527 shares 4,527 $461K 0.02% -41 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 5,632 shares; 2025Q1: 12,376 shares; 2025Q2: 6,211 shares; 2025Q3: 5,630 shares; 2025Q4: 6,296 shares; 2026Q1: 6,322 shares 6,322 $457K 0.02% +26 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,486 shares; 2025Q1: 9,896 shares; 2025Q2: 5,802 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,685 shares 4,685 $455K 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: 4,561 shares; 2024Q4: 5,332 shares; 2025Q1: 5,660 shares; 2025Q2: 5,466 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,377 shares 5,377 $450K 0.02% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 12,721 shares; 2025Q1: 22,402 shares; 2025Q2: 9,702 shares; 2025Q3: 5,197 shares; 2025Q4: 6,541 shares; 2026Q1: 8,423 shares 8,423 $450K 0.02% +1,882 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,996 shares 13,996 $448K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,589 shares; 2025Q1: 21,192 shares; 2025Q2: 12,942 shares; 2025Q3: 9,194 shares; 2025Q4: 9,215 shares; 2026Q1: 11,836 shares 11,836 $448K 0.02% +2,621 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,709 shares 7,709 $438K 0.02% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,290 shares; 2025Q1: 63,491 shares; 2025Q2: 116,475 shares; 2025Q3: 9,163 shares; 2025Q4: 8,591 shares; 2026Q1: 8,517 shares 8,517 $437K 0.02% -74 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 2,505 shares; 2025Q1: 2,000 shares; 2025Q2: 1,216 shares; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,720 shares 1,720 $431K 0.02% +155 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: not reported; 2024Q4: 4,696 shares; 2025Q1: 4,807 shares; 2025Q2: 4,807 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,807 shares 4,807 $429K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,896 shares; 2025Q1: 18,964 shares; 2025Q2: 9,888 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,125 shares 9,125 $429K 0.02% new 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: 11,075 shares; 2024Q4: 10,586 shares; 2025Q1: 18,660 shares; 2025Q2: 8,912 shares; 2025Q3: 4,471 shares; 2025Q4: 5,227 shares; 2026Q1: 5,875 shares 5,875 $428K 0.02% +648 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,320 shares; 2025Q1: 2,752 shares; 2025Q2: 1,483 shares; 2025Q3: 975 shares; 2025Q4: 1,016 shares; 2026Q1: 1,296 shares 1,296 $426K 0.02% +280 Timeline FTXO 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: 20,448 shares; 2025Q1: 21,846 shares; 2025Q2: 23,477 shares; 2025Q3: 24,034 shares; 2025Q4: 12,175 shares; 2026Q1: 11,690 shares 11,690 $423K 0.02% -485 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: 3,853 shares; 2024Q4: 14,829 shares; 2025Q1: 10,860 shares; 2025Q2: 4,945 shares; 2025Q3: 3,798 shares; 2025Q4: 4,649 shares; 2026Q1: 4,922 shares 4,922 $420K 0.02% +273 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 2,390 shares; 2025Q2: 2,369 shares; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 3,609 shares 3,609 $418K 0.02% +1,109 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 5,929 shares; 2025Q1: 11,928 shares; 2025Q2: 5,392 shares; 2025Q3: 2,729 shares; 2025Q4: 2,749 shares; 2026Q1: 1,982 shares 1,982 $416K 0.02% -767 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,560 shares 4,560 $415K 0.02% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,027 shares; 2025Q1: 9,780 shares; 2025Q2: 4,935 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,197 shares 5,197 $413K 0.02% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,879 shares; 2025Q1: 4,464 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: 2,305 shares; 2026Q1: 2,111 shares 2,111 $413K 0.02% -194 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,297 shares; 2025Q1: 4,773 shares; 2025Q2: 8,330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,872 shares 5,872 $412K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 618 shares; 2025Q1: 920 shares; 2025Q2: 997 shares; 2025Q3: 785 shares; 2025Q4: 931 shares; 2026Q1: 1,043 shares 1,043 $407K 0.02% +112 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,421 shares; 2025Q1: 1,864 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 2,362 shares 2,362 $404K 0.02% +1,513 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 2,448 shares 2,448 $403K 0.02% +688 Timeline BUFS 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: 16,307 shares; 2025Q1: 18,126 shares; 2025Q2: 15,753 shares; 2025Q3: 15,764 shares; 2025Q4: 16,248 shares; 2026Q1: 17,440 shares 17,440 $402K 0.02% +1,192 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,753 shares; 2025Q1: 3,651 shares; 2025Q2: 3,106 shares; 2025Q3: 1,501 shares; 2025Q4: 1,689 shares; 2026Q1: 2,091 shares 2,091 $401K 0.02% +402 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,162 shares 3,162 $399K 0.02% new Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,190 shares; 2025Q2: 905 shares; 2025Q3: 907 shares; 2025Q4: 927 shares; 2026Q1: 930 shares 930 $398K 0.02% +3 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,776 shares; 2026Q1: 11,522 shares 11,522 $396K 0.02% +3,746 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: not reported; 2024Q4: 1,721 shares; 2025Q1: 3,552 shares; 2025Q2: 2,366 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,544 shares 2,544 $395K 0.02% +334 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,181 shares; 2025Q1: 2,278 shares; 2025Q2: 2,156 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,570 shares 2,570 $392K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,476 shares; 2025Q1: 2,832 shares; 2025Q2: 1,576 shares; 2025Q3: 1,368 shares; 2025Q4: 1,559 shares; 2026Q1: 1,890 shares 1,890 $392K 0.02% +331 Timeline ITB 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: 3,606 shares; 2026Q1: 4,324 shares 4,324 $392K 0.02% +718 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,463 shares 12,463 $389K 0.02% new Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 6,561 shares; 2026Q1: 4,452 shares 4,452 $385K 0.02% -2,109 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,665 shares; 2025Q1: 19,898 shares; 2025Q2: 9,579 shares; 2025Q3: 7,333 shares; 2025Q4: 7,209 shares; 2026Q1: 9,358 shares 9,358 $384K 0.02% +2,149 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 7,408 shares; 2025Q1: 7,700 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 4,669 shares; 2026Q1: 6,876 shares 6,876 $379K 0.02% +2,207 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: not reported; 2024Q4: 1,937 shares; 2025Q1: 5,480 shares; 2025Q2: 2,322 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,729 shares 2,729 $377K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,658 shares 6,658 $375K 0.02% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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: 51,827 shares; 2025Q3: 17,166 shares; 2025Q4: 17,381 shares; 2026Q1: 18,016 shares 18,016 $373K 0.02% +635 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares; 2026Q1: 2,800 shares 2,800 $373K 0.02% +1,034 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,056 shares; 2025Q1: 6,087 shares; 2025Q2: 7,121 shares; 2025Q3: 7,164 shares; 2025Q4: 7,218 shares; 2026Q1: 7,460 shares 7,460 $370K 0.02% +242 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: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,290 shares; 2025Q4: 2,751 shares; 2026Q1: 3,799 shares 3,799 $369K 0.02% +1,048 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 14,471 shares 14,471 $369K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 435 shares 435 $368K 0.02% +206 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,278 shares; 2025Q3: 5,461 shares; 2025Q4: 5,245 shares; 2026Q1: 5,207 shares 5,207 $366K 0.02% -38 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: not reported; 2024Q4: 8,392 shares; 2025Q1: 3,966 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares 1,896 $364K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 751 shares; 2025Q1: 768 shares; 2025Q2: 636 shares; 2025Q3: 478 shares; 2025Q4: 766 shares; 2026Q1: 815 shares 815 $362K 0.02% +49 Timeline L LOEWS CORP More: the full row for LOEWS 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: 3,386 shares 3,386 $361K 0.02% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,185 shares; 2026Q1: 15,537 shares 15,537 $360K 0.02% -2,648 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,038 shares; 2025Q2: 5,088 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,533 shares 5,533 $360K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 2,747 shares; 2026Q1: 2,800 shares 2,800 $359K 0.02% +53 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,522 shares; 2025Q1: not reported; 2025Q2: 5,966 shares; 2025Q3: 31,148 shares; 2025Q4: 7,663 shares; 2026Q1: 8,915 shares 8,915 $358K 0.02% +1,252 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,537 shares; 2025Q1: 5,291 shares; 2025Q2: 4,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares 3,715 $357K 0.02% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,137 shares 4,137 $356K 0.02% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,523 shares; 2025Q1: 16,128 shares; 2025Q2: 15,696 shares; 2025Q3: 15,640 shares; 2025Q4: 21,879 shares; 2026Q1: 16,566 shares 16,566 $356K 0.02% -5,313 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 911 shares; 2026Q1: 556 shares 556 $354K 0.02% -355 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: 1,886 shares; 2024Q4: 2,070 shares; 2025Q1: 4,152 shares; 2025Q2: 2,239 shares; 2025Q3: 1,944 shares; 2025Q4: not reported; 2026Q1: 3,664 shares 3,664 $354K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 896 shares; 2025Q1: 1,798 shares; 2025Q2: 1,428 shares; 2025Q3: 700 shares; 2025Q4: 753 shares; 2026Q1: 1,263 shares 1,263 $353K 0.02% +510 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: 7,740 shares; 2025Q2: 3,626 shares; 2025Q3: not reported; 2025Q4: 3,516 shares; 2026Q1: 4,150 shares 4,150 $352K 0.02% +634 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 3,887 shares; 2026Q1: 4,300 shares 4,300 $351K 0.02% +413 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 8,480 shares; 2025Q3: 7,811 shares; 2025Q4: 7,597 shares; 2026Q1: 6,482 shares 6,482 $351K 0.02% -1,115 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 4,962 shares; 2025Q3: 4,762 shares; 2025Q4: 4,902 shares; 2026Q1: 5,910 shares 5,910 $350K 0.02% +1,008 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,104 shares; 2025Q1: 4,142 shares; 2025Q2: 2,050 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,223 shares 2,223 $350K 0.02% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,756 shares; 2025Q1: 8,385 shares; 2025Q2: 7,666 shares; 2025Q3: 8,067 shares; 2025Q4: 8,057 shares; 2026Q1: 7,995 shares 7,995 $349K 0.02% -62 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: not reported; 2024Q4: 3,223 shares; 2025Q1: 9,972 shares; 2025Q2: 4,952 shares; 2025Q3: 2,392 shares; 2025Q4: 2,471 shares; 2026Q1: 3,861 shares 3,861 $346K 0.02% +1,390 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,900 shares; 2025Q2: 3,741 shares; 2025Q3: 3,375 shares; 2025Q4: 3,946 shares; 2026Q1: 2,559 shares 2,559 $343K 0.02% -1,387 Timeline VIDI 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: 9,481 shares 9,481 $342K 0.02% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,239 shares; 2025Q1: 6,748 shares; 2025Q2: 6,779 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,016 shares 4,016 $342K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,795 shares; 2025Q1: 5,020 shares; 2025Q2: 2,196 shares; 2025Q3: 806 shares; 2025Q4: 809 shares; 2026Q1: 1,577 shares 1,577 $342K 0.02% +768 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,085 shares; 2026Q1: 5,458 shares 5,458 $339K 0.02% +1,373 Timeline IEUR 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: 4,778 shares; 2026Q1: 4,778 shares 4,778 $336K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 3,325 shares; 2025Q1: 2,904 shares; 2025Q2: 2,739 shares; 2025Q3: 1,790 shares; 2025Q4: 2,312 shares; 2026Q1: 2,420 shares 2,420 $332K 0.02% +108 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,371 shares 7,371 $325K 0.02% new 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: 7,357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,968 shares; 2026Q1: 6,779 shares 6,779 $325K 0.02% +811 Timeline DFAU 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: 9,946 shares; 2025Q1: not reported; 2025Q2: 9,673 shares; 2025Q3: 7,626 shares; 2025Q4: 7,183 shares; 2026Q1: 7,183 shares 7,183 $324K 0.02% 0 Timeline RWJ 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: 12,520 shares; 2025Q1: 11,657 shares; 2025Q2: 6,514 shares; 2025Q3: 6,293 shares; 2025Q4: 6,286 shares; 2026Q1: 6,350 shares 6,350 $321K 0.02% +64 Timeline FTMH 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: 27,822 shares; 2026Q1: 27,796 shares 27,796 $320K 0.02% -26 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 992 shares; 2025Q1: 1,201 shares; 2025Q2: 1,173 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,463 shares 1,463 $320K 0.02% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,054 shares; 2025Q1: 2,177 shares; 2025Q2: 2,223 shares; 2025Q3: 1,802 shares; 2025Q4: 1,001 shares; 2026Q1: 1,161 shares 1,161 $320K 0.02% +160 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,487 shares; 2025Q1: 10,948 shares; 2025Q2: 10,093 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,329 shares 9,329 $318K 0.02% new 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: 2,335 shares; 2024Q4: 3,192 shares; 2025Q1: 6,302 shares; 2025Q2: 2,886 shares; 2025Q3: 1,799 shares; 2025Q4: not reported; 2026Q1: 1,603 shares 1,603 $318K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares 1,602 $317K 0.02% new 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: 4,242 shares; 2025Q1: 8,724 shares; 2025Q2: 7,027 shares; 2025Q3: 6,197 shares; 2025Q4: 3,857 shares; 2026Q1: 3,830 shares 3,830 $316K 0.02% -27 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,113 shares 3,113 $313K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: 2,409 shares; 2025Q2: 2,177 shares; 2025Q3: 1,127 shares; 2025Q4: 1,736 shares; 2026Q1: 1,806 shares 1,806 $312K 0.02% +70 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,410 shares; 2026Q1: 4,336 shares 4,336 $311K 0.02% +926 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: 3,197 shares; 2025Q1: 3,285 shares; 2025Q2: 3,968 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,794 shares 2,794 $310K 0.02% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,720 shares 10,720 $308K 0.02% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,311 shares 8,311 $306K 0.02% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,706 shares; 2025Q3: not reported; 2025Q4: 7,593 shares; 2026Q1: 10,623 shares 10,623 $304K 0.02% +3,030 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,936 shares; 2025Q1: 3,236 shares; 2025Q2: 2,960 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares 2,102 $304K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,418 shares 2,418 $303K 0.02% new 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: 720 shares; 2024Q4: 473 shares; 2025Q1: 942 shares; 2025Q2: 884 shares; 2025Q3: 621 shares; 2025Q4: 745 shares; 2026Q1: 695 shares 695 $300K 0.02% -50 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192,027 shares; 2025Q3: 28,019 shares; 2025Q4: 6,300 shares; 2026Q1: 8,323 shares 8,323 $300K 0.02% +2,023 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,106 shares; 2025Q2: 1,038 shares; 2025Q3: 893 shares; 2025Q4: 983 shares; 2026Q1: 1,011 shares 1,011 $299K 0.02% +28 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 9,160 shares; 2025Q4: 17,075 shares; 2026Q1: 18,864 shares 18,864 $299K 0.02% +1,789 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,595 shares 7,595 $298K 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is 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: 4,865 shares 4,865 $297K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,557 shares; 2025Q1: 3,604 shares; 2025Q2: 3,610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,615 shares 3,615 $296K 0.02% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,973 shares; 2026Q1: 8,976 shares 8,976 $296K 0.02% +3 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,260 shares; 2025Q1: 12,714 shares; 2025Q2: 6,276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,565 shares 5,565 $294K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,109 shares; 2025Q1: 2,840 shares; 2025Q2: 2,523 shares; 2025Q3: 1,506 shares; 2025Q4: 1,780 shares; 2026Q1: 2,468 shares 2,468 $293K 0.02% +688 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 491 shares; 2025Q1: 427 shares; 2025Q2: 456 shares; 2025Q3: 314 shares; 2025Q4: 1,907 shares; 2026Q1: 2,776 shares 2,776 $290K 0.02% +869 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,067 shares; 2025Q3: 15,273 shares; 2025Q4: 11,326 shares; 2026Q1: 11,427 shares 11,427 $289K 0.02% +101 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,183 shares; 2025Q3: 8,957 shares; 2025Q4: 9,527 shares; 2026Q1: 11,170 shares 11,170 $286K 0.02% +1,643 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,315 shares; 2024Q4: 8,447 shares; 2025Q1: 8,443 shares; 2025Q2: 8,198 shares; 2025Q3: 7,475 shares; 2025Q4: 7,475 shares; 2026Q1: 8,296 shares 8,296 $286K 0.02% +821 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,142 shares; 2025Q2: 10,562 shares; 2025Q3: 11,797 shares; 2025Q4: 11,591 shares; 2026Q1: 13,760 shares 13,760 $286K 0.02% +2,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,294 shares; 2025Q4: 2,223 shares; 2026Q1: 2,524 shares 2,524 $285K 0.02% +301 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,392 shares; 2026Q1: 13,886 shares 13,886 $283K 0.02% -506 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,672 shares; 2025Q4: 9,505 shares; 2026Q1: 9,505 shares 9,505 $283K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares 1,458 $283K 0.02% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,209 shares; 2025Q2: 77,890 shares; 2025Q3: 6,310 shares; 2025Q4: 6,152 shares; 2026Q1: 6,146 shares 6,146 $280K 0.02% -6 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: 611 shares; 2024Q4: 899 shares; 2025Q1: 1,810 shares; 2025Q2: 929 shares; 2025Q3: 477 shares; 2025Q4: 598 shares; 2026Q1: 642 shares 642 $278K 0.02% +44 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,947 shares; 2026Q1: 2,734 shares 2,734 $278K 0.02% -213 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 1,012 shares; 2025Q2: 420 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407 $278K 0.02% new 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: 9,796 shares; 2025Q1: 10,352 shares; 2025Q2: 5,429 shares; 2025Q3: not reported; 2025Q4: 3,927 shares; 2026Q1: 2,924 shares 2,924 $278K 0.02% -1,003 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,219 shares; 2026Q1: 2,041 shares 2,041 $277K 0.02% -178 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,033 shares 2,033 $276K 0.01% new 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: 1,276 shares; 2024Q4: 1,323 shares; 2025Q1: 1,664 shares; 2025Q2: 1,045 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares 1,052 $274K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,703 shares; 2025Q1: 27,461 shares; 2025Q2: 19,851 shares; 2025Q3: 1,932 shares; 2025Q4: 1,836 shares; 2026Q1: 1,886 shares 1,886 $274K 0.01% +50 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,431 shares; 2025Q1: 4,298 shares; 2025Q2: 1,818 shares; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,466 shares 1,466 $271K 0.01% +48 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,959 shares; 2025Q3: 3,911 shares; 2025Q4: 4,635 shares; 2026Q1: 4,697 shares 4,697 $271K 0.01% +62 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is 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: 9,704 shares 9,704 $271K 0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 1,125 shares; 2026Q1: 1,101 shares 1,101 $270K 0.01% -24 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,422 shares 10,422 $269K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,237 shares; 2026Q1: 2,648 shares 2,648 $267K 0.01% +411 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,045 shares 3,045 $267K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,814 shares; 2026Q1: 3,942 shares 3,942 $266K 0.01% +128 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: not reported; 2024Q4: 1,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $266K 0.01% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,071 shares; 2025Q3: not reported; 2025Q4: 2,835 shares; 2026Q1: 2,868 shares 2,868 $265K 0.01% +33 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 202 shares; 2025Q4: 215 shares; 2026Q1: 275 shares 275 $264K 0.01% +60 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 9,470 shares; 2025Q2: 4,897 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,310 shares 4,310 $264K 0.01% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares 2,115 $263K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,308 shares 5,308 $263K 0.01% new Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,487 shares; 2025Q2: 4,583 shares; 2025Q3: 4,979 shares; 2025Q4: 5,046 shares; 2026Q1: 5,160 shares 5,160 $261K 0.01% +114 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,347 shares; 2025Q2: 3,295 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares 3,085 $261K 0.01% new Timeline