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: 139,819 shares; 2024Q4: 135,964 shares; 2025Q1: 133,533 shares; 2025Q2: 129,193 shares; 2025Q3: 133,398 shares; 2025Q4: 134,881 shares; 2026Q1: 141,970 shares 141,970 $92.5M 4.5% +7,089 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: 209,312 shares; 2024Q4: 202,738 shares; 2025Q1: 196,397 shares; 2025Q2: 261,926 shares; 2025Q3: 263,073 shares; 2025Q4: 268,739 shares; 2026Q1: 258,178 shares 258,178 $65.5M 3.19% -10,561 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: 258,850 shares; 2024Q4: 261,976 shares; 2025Q1: 287,817 shares; 2025Q2: 341,398 shares; 2025Q3: 336,867 shares; 2025Q4: 344,765 shares; 2026Q1: 348,730 shares 348,730 $60.8M 2.96% +3,965 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,397 shares; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 3,071 shares; 2025Q3: 111,655 shares; 2025Q4: 771,578 shares; 2026Q1: 836,733 shares 836,733 $55M 2.68% +65,155 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 321,220 shares; 2025Q2: 634,107 shares; 2025Q3: 501,699 shares; 2025Q4: 1,144,732 shares; 2026Q1: 2,278,237 shares 2,278,237 $46.1M 2.24% +1,133,505 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: 82,808 shares; 2024Q4: 90,727 shares; 2025Q1: 97,619 shares; 2025Q2: 90,660 shares; 2025Q3: 97,717 shares; 2025Q4: 104,617 shares; 2026Q1: 107,306 shares 107,306 $39.7M 1.93% +2,689 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542,497 shares 542,497 $36.5M 1.78% new 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: 41,823 shares; 2024Q4: 41,831 shares; 2025Q1: 46,878 shares; 2025Q2: 46,108 shares; 2025Q3: 47,975 shares; 2025Q4: 48,965 shares; 2026Q1: 61,365 shares 61,365 $35.4M 1.72% +12,400 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008,985 shares; 2025Q4: 1,000,919 shares; 2026Q1: 1,010,459 shares 1,010,459 $33.1M 1.61% +9,540 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: 113,404 shares; 2024Q4: 109,411 shares; 2025Q1: 115,038 shares; 2025Q2: 115,447 shares; 2025Q3: 115,422 shares; 2025Q4: 124,317 shares; 2026Q1: 111,085 shares 111,085 $31.9M 1.55% -13,232 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,254,008 shares; 2025Q1: 3,016,593 shares; 2025Q2: 4,027,045 shares; 2025Q3: 3,650,674 shares; 2025Q4: 2,848,883 shares; 2026Q1: 1,097,934 shares 1,097,934 $30.1M 1.47% -1,750,949 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: 101,902 shares; 2024Q4: 98,584 shares; 2025Q1: 99,672 shares; 2025Q2: 98,187 shares; 2025Q3: 121,448 shares; 2025Q4: 136,042 shares; 2026Q1: 139,680 shares 139,680 $29.1M 1.42% +3,638 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: 98,988 shares; 2024Q4: 117,542 shares; 2025Q1: 119,539 shares; 2025Q2: 121,996 shares; 2025Q3: 121,516 shares; 2025Q4: 120,652 shares; 2026Q1: 117,979 shares 117,979 $28.8M 1.4% -2,673 Timeline UITB 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: 149,111 shares; 2024Q4: 278,998 shares; 2025Q1: 437,980 shares; 2025Q2: 463,799 shares; 2025Q3: 508,081 shares; 2025Q4: 535,418 shares; 2026Q1: 577,056 shares 577,056 $27.1M 1.32% +41,638 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,293 shares; 2024Q4: 532,743 shares; 2025Q1: 533,746 shares; 2025Q2: 407,339 shares; 2025Q3: 444,143 shares; 2025Q4: 511,793 shares; 2026Q1: 408,476 shares 408,476 $26M 1.27% -103,317 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 182,656 shares 182,656 $24.3M 1.18% 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: not reported; 2025Q1: 1,028,242 shares; 2025Q2: 1,010,024 shares; 2025Q3: 1,046,708 shares; 2025Q4: 1,066,949 shares; 2026Q1: 1,159,598 shares 1,159,598 $24.3M 1.18% +92,649 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: 86,509 shares; 2024Q4: 87,211 shares; 2025Q1: 86,210 shares; 2025Q2: 87,967 shares; 2025Q3: 87,254 shares; 2025Q4: 84,514 shares; 2026Q1: 82,423 shares 82,423 $23.7M 1.15% -2,091 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: 128,995 shares; 2024Q4: 148,833 shares; 2025Q1: 141,119 shares; 2025Q2: 144,115 shares; 2025Q3: 146,778 shares; 2025Q4: 141,542 shares; 2026Q1: 129,898 shares 129,898 $22M 1.07% -11,644 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,168 shares; 2024Q4: 303,738 shares; 2025Q1: 345,022 shares; 2025Q2: 340,428 shares; 2025Q3: 358,519 shares; 2025Q4: 363,141 shares; 2026Q1: 418,897 shares 418,897 $21.2M 1.03% +55,756 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: 26,056 shares; 2024Q4: 25,379 shares; 2025Q1: 27,245 shares; 2025Q2: 27,768 shares; 2025Q3: 28,580 shares; 2025Q4: 33,656 shares; 2026Q1: 36,139 shares 36,139 $20.7M 1.01% +2,483 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,062 shares; 2024Q4: 301,062 shares; 2025Q1: 301,062 shares; 2025Q2: not reported; 2025Q3: 300,957 shares; 2025Q4: 302,957 shares; 2026Q1: 253,436 shares 253,436 $20.6M 1% -49,521 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: 229,330 shares; 2024Q4: 237,341 shares; 2025Q1: 287,580 shares; 2025Q2: 289,048 shares; 2025Q3: 299,298 shares; 2025Q4: 303,721 shares; 2026Q1: 286,474 shares 286,474 $19.6M 0.95% -17,247 Timeline JBND 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: 197,329 shares; 2024Q4: 280,579 shares; 2025Q1: 303,909 shares; 2025Q2: 306,311 shares; 2025Q3: 318,017 shares; 2025Q4: 327,495 shares; 2026Q1: 339,904 shares 339,904 $18.3M 0.89% +12,409 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,559,701 shares 2,559,701 $16.9M 0.82% new 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: 60,787 shares; 2024Q4: 82,839 shares; 2025Q1: 79,311 shares; 2025Q2: 80,259 shares; 2025Q3: 73,207 shares; 2025Q4: 73,833 shares; 2026Q1: 75,560 shares 75,560 $16.4M 0.8% +1,727 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: 24,109 shares; 2024Q4: 21,585 shares; 2025Q1: 21,450 shares; 2025Q2: 25,481 shares; 2025Q3: 25,273 shares; 2025Q4: 25,311 shares; 2026Q1: 25,115 shares 25,115 $16.4M 0.8% -196 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: 385,241 shares; 2024Q4: 390,347 shares; 2025Q1: 414,522 shares; 2025Q2: 416,736 shares; 2025Q3: 430,566 shares; 2025Q4: 434,710 shares; 2026Q1: 386,211 shares 386,211 $15.2M 0.74% -48,499 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,419 shares; 2025Q2: 364,202 shares; 2025Q3: 348,186 shares; 2025Q4: 302,904 shares; 2026Q1: 151,800 shares 151,800 $14.9M 0.73% -151,104 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111,192 shares; 2024Q4: 1,280,287 shares; 2025Q1: 1,241,892 shares; 2025Q2: 1,244,363 shares; 2025Q3: 1,315,483 shares; 2025Q4: 1,447,429 shares; 2026Q1: 822,937 shares 822,937 $14.9M 0.72% -624,492 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: 100,674 shares; 2024Q4: 102,635 shares; 2025Q1: 102,577 shares; 2025Q2: 102,270 shares; 2025Q3: 102,375 shares; 2025Q4: 102,072 shares; 2026Q1: 102,157 shares 102,157 $14.8M 0.72% +85 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,738 shares; 2024Q4: 165,506 shares; 2025Q1: 243,270 shares; 2025Q2: 252,172 shares; 2025Q3: 267,500 shares; 2025Q4: 280,807 shares; 2026Q1: 311,683 shares 311,683 $14.1M 0.69% +30,876 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: 58,248 shares; 2024Q4: 55,399 shares; 2025Q1: 51,876 shares; 2025Q2: 50,329 shares; 2025Q3: 47,418 shares; 2025Q4: 46,647 shares; 2026Q1: 46,422 shares 46,422 $13.7M 0.66% -225 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446,510 shares 446,510 $13.4M 0.65% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,557 shares; 2026Q1: 153,576 shares 153,576 $13.2M 0.64% +105,019 Timeline NSP INSPERITY INC More: the full row for INSPERITY 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: 476,718 shares 476,718 $12.9M 0.63% new 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: 107,216 shares; 2024Q4: 106,845 shares; 2025Q1: 139,123 shares; 2025Q2: 138,044 shares; 2025Q3: 140,447 shares; 2025Q4: 143,922 shares; 2026Q1: 130,979 shares 130,979 $12.3M 0.6% -12,943 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,500 shares; 2025Q1: 245,247 shares; 2025Q2: 251,454 shares; 2025Q3: 260,332 shares; 2025Q4: 264,462 shares; 2026Q1: 279,318 shares 279,318 $12.1M 0.59% +14,856 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: 68,074 shares; 2024Q4: 91,548 shares; 2025Q1: 208,701 shares; 2025Q2: 206,378 shares; 2025Q3: 212,434 shares; 2025Q4: 206,354 shares; 2026Q1: 185,239 shares 185,239 $11.9M 0.58% -21,115 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268,989 shares 268,989 $11.6M 0.56% new 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: 14,537 shares; 2024Q4: 15,005 shares; 2025Q1: 17,010 shares; 2025Q2: 17,898 shares; 2025Q3: 18,078 shares; 2025Q4: 18,465 shares; 2026Q1: 18,979 shares 18,979 $11.3M 0.55% +514 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,434 shares; 2026Q1: 142,357 shares 142,357 $11.3M 0.55% +110,923 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: 99,199 shares; 2024Q4: 104,507 shares; 2025Q1: 107,900 shares; 2025Q2: 116,080 shares; 2025Q3: 122,671 shares; 2025Q4: 126,865 shares; 2026Q1: 145,017 shares 145,017 $11.1M 0.54% +18,152 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: 11,934 shares; 2024Q4: 14,828 shares; 2025Q1: 16,663 shares; 2025Q2: 16,955 shares; 2025Q3: 18,315 shares; 2025Q4: 18,900 shares; 2026Q1: 18,120 shares 18,120 $11M 0.53% -780 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: 7,752 shares; 2024Q4: 10,532 shares; 2025Q1: 11,190 shares; 2025Q2: 10,870 shares; 2025Q3: 12,283 shares; 2025Q4: 12,167 shares; 2026Q1: 11,837 shares 11,837 $10.9M 0.53% -330 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: 57,166 shares; 2024Q4: 51,766 shares; 2025Q1: 48,219 shares; 2025Q2: 46,016 shares; 2025Q3: 36,126 shares; 2025Q4: 35,204 shares; 2026Q1: 35,544 shares 35,544 $10.7M 0.52% +340 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,843 shares; 2024Q4: 96,871 shares; 2025Q1: 140,709 shares; 2025Q2: 149,415 shares; 2025Q3: 167,997 shares; 2025Q4: 180,654 shares; 2026Q1: 201,736 shares 201,736 $10.4M 0.51% +21,082 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: 48,227 shares; 2024Q4: 55,448 shares; 2025Q1: 51,474 shares; 2025Q2: 48,821 shares; 2025Q3: 50,072 shares; 2025Q4: 51,255 shares; 2026Q1: 49,403 shares 49,403 $10.2M 0.5% -1,852 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,288 shares; 2024Q4: 133,222 shares; 2025Q1: 143,541 shares; 2025Q2: 144,814 shares; 2025Q3: 152,710 shares; 2025Q4: 157,014 shares; 2026Q1: 151,555 shares 151,555 $10.2M 0.5% -5,459 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: 126,597 shares; 2024Q4: 123,213 shares; 2025Q1: 135,540 shares; 2025Q2: 134,785 shares; 2025Q3: 182,355 shares; 2025Q4: 120,204 shares; 2026Q1: 124,128 shares 124,128 $10.1M 0.49% +3,924 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: 30,098 shares; 2024Q4: 31,703 shares; 2025Q1: 34,463 shares; 2025Q2: 35,260 shares; 2025Q3: 34,238 shares; 2025Q4: 34,291 shares; 2026Q1: 30,611 shares 30,611 $10.1M 0.49% -3,680 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: 47,649 shares; 2024Q4: 48,169 shares; 2025Q1: 50,223 shares; 2025Q2: 35,951 shares; 2025Q3: 28,213 shares; 2025Q4: 26,407 shares; 2026Q1: 29,297 shares 29,297 $10M 0.49% +2,890 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: 55,071 shares; 2024Q4: 64,014 shares; 2025Q1: 66,646 shares; 2025Q2: 66,807 shares; 2025Q3: 66,325 shares; 2025Q4: 65,583 shares; 2026Q1: 66,750 shares 66,750 $9.76M 0.48% +1,167 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,758 shares; 2024Q4: 10,383 shares; 2025Q1: 182,839 shares; 2025Q2: 188,415 shares; 2025Q3: 205,827 shares; 2025Q4: 216,780 shares; 2026Q1: 243,577 shares 243,577 $9.49M 0.46% +26,797 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: 59,076 shares; 2024Q4: 57,306 shares; 2025Q1: 57,568 shares; 2025Q2: 54,447 shares; 2025Q3: 52,086 shares; 2025Q4: 59,505 shares; 2026Q1: 64,225 shares 64,225 $9.45M 0.46% +4,720 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: 18,363 shares; 2024Q4: 19,723 shares; 2025Q1: 22,071 shares; 2025Q2: 24,236 shares; 2025Q3: 28,016 shares; 2025Q4: 60,325 shares; 2026Q1: 69,184 shares 69,184 $9.19M 0.45% +8,859 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,020 shares; 2024Q4: 200,985 shares; 2025Q1: 215,897 shares; 2025Q2: 213,074 shares; 2025Q3: 220,438 shares; 2025Q4: 224,997 shares; 2026Q1: 221,303 shares 221,303 $9.03M 0.44% -3,694 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: 140,120 shares; 2025Q1: 168,097 shares; 2025Q2: 63,520 shares; 2025Q3: 45,613 shares; 2025Q4: 54,040 shares; 2026Q1: 41,477 shares 41,477 $8.87M 0.43% -12,563 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 111,168 shares 111,168 $8.57M 0.42% new 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: 18,573 shares; 2024Q4: 18,847 shares; 2025Q1: 19,252 shares; 2025Q2: 19,505 shares; 2025Q3: 20,041 shares; 2025Q4: 19,691 shares; 2026Q1: 19,628 shares 19,628 $8.57M 0.42% -63 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 17,676 shares; 2025Q1: 17,222 shares; 2025Q2: 17,743 shares; 2025Q3: 17,312 shares; 2025Q4: 17,194 shares; 2026Q1: 17,379 shares 17,379 $8.54M 0.42% +185 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: 16,554 shares; 2024Q4: 16,302 shares; 2025Q1: 20,924 shares; 2025Q2: 22,663 shares; 2025Q3: 23,790 shares; 2025Q4: 21,772 shares; 2026Q1: 22,893 shares 22,893 $8.51M 0.41% +1,121 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: 47,775 shares; 2024Q4: 48,623 shares; 2025Q1: 47,684 shares; 2025Q2: 47,480 shares; 2025Q3: 49,092 shares; 2025Q4: 69,262 shares; 2026Q1: 67,968 shares 67,968 $8.45M 0.41% -1,294 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: 37,949 shares; 2024Q4: 36,842 shares; 2025Q1: 40,225 shares; 2025Q2: 40,013 shares; 2025Q3: 39,722 shares; 2025Q4: 33,513 shares; 2026Q1: 33,199 shares 33,199 $8.23M 0.4% -314 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: 9,879 shares; 2024Q4: 11,920 shares; 2025Q1: 12,714 shares; 2025Q2: 12,523 shares; 2025Q3: 14,674 shares; 2025Q4: 15,306 shares; 2026Q1: 14,326 shares 14,326 $8.08M 0.39% -980 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: 38,374 shares; 2024Q4: 44,626 shares; 2025Q1: 45,362 shares; 2025Q2: 50,144 shares; 2025Q3: 53,691 shares; 2025Q4: 52,364 shares; 2026Q1: 51,776 shares 51,776 $8.04M 0.39% -588 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: 7,665 shares; 2024Q4: 9,264 shares; 2025Q1: 10,250 shares; 2025Q2: 10,130 shares; 2025Q3: 9,275 shares; 2025Q4: 9,388 shares; 2026Q1: 9,349 shares 9,349 $7.91M 0.38% -39 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: 7,390 shares; 2024Q4: 7,471 shares; 2025Q1: 6,868 shares; 2025Q2: 7,030 shares; 2025Q3: 7,290 shares; 2025Q4: 7,339 shares; 2026Q1: 7,798 shares 7,798 $7.77M 0.38% +459 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,274 shares; 2024Q4: 27,754 shares; 2025Q1: 27,687 shares; 2025Q2: 27,003 shares; 2025Q3: 26,835 shares; 2025Q4: 26,518 shares; 2026Q1: 26,345 shares 26,345 $7.65M 0.37% -173 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: 23,375 shares; 2024Q4: 40,410 shares; 2025Q1: 38,839 shares; 2025Q2: 38,290 shares; 2025Q3: 44,816 shares; 2025Q4: 50,106 shares; 2026Q1: 81,937 shares 81,937 $7.51M 0.37% +31,831 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: 39,573 shares; 2024Q4: 40,244 shares; 2025Q1: 39,296 shares; 2025Q2: 39,272 shares; 2025Q3: 38,716 shares; 2025Q4: 38,188 shares; 2026Q1: 37,866 shares 37,866 $7.43M 0.36% -322 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 15,392 shares; 2025Q1: 15,961 shares; 2025Q2: 59,894 shares; 2025Q3: 53,154 shares; 2025Q4: 53,202 shares; 2026Q1: 42,533 shares 42,533 $7.25M 0.35% -10,669 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: 39,774 shares; 2024Q4: 50,954 shares; 2025Q1: 51,115 shares; 2025Q2: 51,844 shares; 2025Q3: 53,739 shares; 2025Q4: 53,817 shares; 2026Q1: 52,741 shares 52,741 $7.17M 0.35% -1,076 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: 3,865 shares; 2024Q4: 3,610 shares; 2025Q1: 4,246 shares; 2025Q2: 5,213 shares; 2025Q3: 6,647 shares; 2025Q4: 13,153 shares; 2026Q1: 17,847 shares 17,847 $6.97M 0.34% +4,694 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: 3,721 shares; 2024Q4: 4,063 shares; 2025Q1: 95,510 shares; 2025Q2: 95,131 shares; 2025Q3: 99,530 shares; 2025Q4: 102,549 shares; 2026Q1: 110,644 shares 110,644 $6.94M 0.34% +8,095 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,027 shares; 2024Q4: 52,106 shares; 2025Q1: 49,176 shares; 2025Q2: 42,614 shares; 2025Q3: 43,116 shares; 2025Q4: 43,667 shares; 2026Q1: 45,743 shares 45,743 $6.68M 0.33% +2,076 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: 31,213 shares; 2024Q4: 64,419 shares; 2025Q1: 79,829 shares; 2025Q2: 89,813 shares; 2025Q3: 107,583 shares; 2025Q4: 153,138 shares; 2026Q1: 167,702 shares 167,702 $6.62M 0.32% +14,564 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: 6,193 shares; 2024Q4: 5,960 shares; 2025Q1: 4,594 shares; 2025Q2: 4,576 shares; 2025Q3: 4,781 shares; 2025Q4: 50,873 shares; 2026Q1: 68,837 shares 68,837 $6.62M 0.32% +17,964 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,144 shares; 2024Q4: 19,955 shares; 2025Q1: 19,116 shares; 2025Q2: 15,263 shares; 2025Q3: 15,644 shares; 2025Q4: 16,025 shares; 2026Q1: 15,286 shares 15,286 $6.58M 0.32% -739 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: 17,402 shares; 2024Q4: 20,814 shares; 2025Q1: 20,614 shares; 2025Q2: 20,699 shares; 2025Q3: 20,837 shares; 2025Q4: 20,759 shares; 2026Q1: 33,877 shares 33,877 $6.53M 0.32% +13,118 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: 50,554 shares; 2024Q4: 50,082 shares; 2025Q1: 48,785 shares; 2025Q2: 52,323 shares; 2025Q3: 53,049 shares; 2025Q4: 53,400 shares; 2026Q1: 54,101 shares 54,101 $6.52M 0.32% +701 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: 14,863 shares; 2024Q4: 15,082 shares; 2025Q1: 14,719 shares; 2025Q2: 16,037 shares; 2025Q3: 15,694 shares; 2025Q4: 15,549 shares; 2026Q1: 19,107 shares 19,107 $6.46M 0.31% +3,558 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: 158,772 shares; 2024Q4: 159,902 shares; 2025Q1: 150,249 shares; 2025Q2: 148,616 shares; 2025Q3: 147,771 shares; 2025Q4: 142,911 shares; 2026Q1: 135,500 shares 135,500 $6.37M 0.31% -7,411 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: 12,455 shares; 2024Q4: 12,895 shares; 2025Q1: 13,352 shares; 2025Q2: 12,645 shares; 2025Q3: 12,863 shares; 2025Q4: 12,783 shares; 2026Q1: 13,150 shares 13,150 $6.3M 0.31% +367 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: 33,302 shares; 2024Q4: 34,853 shares; 2025Q1: 34,650 shares; 2025Q2: 34,899 shares; 2025Q3: 34,508 shares; 2025Q4: 41,743 shares; 2026Q1: 42,324 shares 42,324 $6.11M 0.3% +581 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: 19,452 shares; 2024Q4: 20,282 shares; 2025Q1: 19,972 shares; 2025Q2: 19,970 shares; 2025Q3: 20,021 shares; 2025Q4: 19,746 shares; 2026Q1: 19,534 shares 19,534 $6.07M 0.3% -212 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: 1,228,527 shares; 2024Q4: 997,448 shares; 2025Q1: 160,129 shares; 2025Q2: 139,190 shares; 2025Q3: 140,113 shares; 2025Q4: 131,631 shares; 2026Q1: 137,947 shares 137,947 $6.01M 0.29% +6,316 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,498 shares; 2024Q4: 23,728 shares; 2025Q1: 23,713 shares; 2025Q2: 26,027 shares; 2025Q3: 25,418 shares; 2025Q4: 24,491 shares; 2026Q1: 25,076 shares 25,076 $5.96M 0.29% +585 Timeline USTB 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: 117,976 shares; 2024Q4: 162,750 shares; 2025Q1: 177,056 shares; 2025Q2: 178,814 shares; 2025Q3: 195,521 shares; 2025Q4: 202,823 shares; 2026Q1: 116,556 shares 116,556 $5.9M 0.29% -86,267 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: 271,820 shares; 2024Q4: 336,046 shares; 2025Q1: 334,557 shares; 2025Q2: 337,393 shares; 2025Q3: 375,509 shares; 2025Q4: 365,063 shares; 2026Q1: 240,335 shares 240,335 $5.86M 0.29% -124,728 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: 207,048 shares; 2024Q4: 169,550 shares; 2025Q1: 134,894 shares; 2025Q2: 146,730 shares; 2025Q3: 123,255 shares; 2025Q4: 119,493 shares; 2026Q1: 115,092 shares 115,092 $5.78M 0.28% -4,401 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: 111,217 shares; 2024Q4: 123,327 shares; 2025Q1: 153,581 shares; 2025Q2: 158,768 shares; 2025Q3: 159,567 shares; 2025Q4: 164,854 shares; 2026Q1: 165,330 shares 165,330 $5.58M 0.27% +476 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 13,036 shares; 2025Q1: 11,431 shares; 2025Q2: 12,353 shares; 2025Q3: 26,370 shares; 2025Q4: 52,374 shares; 2026Q1: 132,596 shares 132,596 $5.52M 0.27% +80,222 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: 12,663 shares; 2024Q4: 10,920 shares; 2025Q1: 10,779 shares; 2025Q2: 10,998 shares; 2025Q3: 10,709 shares; 2025Q4: 17,929 shares; 2026Q1: 15,389 shares 15,389 $5.49M 0.27% -2,540 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: 42,205 shares; 2024Q4: 63,052 shares; 2025Q1: 69,892 shares; 2025Q2: 71,039 shares; 2025Q3: 71,336 shares; 2025Q4: 70,700 shares; 2026Q1: 72,078 shares 72,078 $5.41M 0.26% +1,378 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: 58,583 shares; 2024Q4: 59,751 shares; 2025Q1: 59,562 shares; 2025Q2: 58,871 shares; 2025Q3: 59,690 shares; 2025Q4: 58,658 shares; 2026Q1: 58,006 shares 58,006 $5.39M 0.26% -652 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: 19,866 shares; 2024Q4: 21,256 shares; 2025Q1: 20,557 shares; 2025Q2: 20,842 shares; 2025Q3: 20,804 shares; 2025Q4: 18,632 shares; 2026Q1: 18,651 shares 18,651 $5.29M 0.26% +19 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: 5,550 shares; 2024Q4: 7,511 shares; 2025Q1: 7,639 shares; 2025Q2: 7,974 shares; 2025Q3: 7,898 shares; 2025Q4: 7,810 shares; 2026Q1: 7,327 shares 7,327 $5.19M 0.25% -483 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,102 shares; 2024Q4: 12,483 shares; 2025Q1: 13,548 shares; 2025Q2: 13,848 shares; 2025Q3: 15,049 shares; 2025Q4: 15,709 shares; 2026Q1: 11,743 shares 11,743 $4.99M 0.24% -3,966 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: 4,527 shares; 2024Q4: 4,970 shares; 2025Q1: 3,519 shares; 2025Q2: 3,714 shares; 2025Q3: 3,565 shares; 2025Q4: 2,921 shares; 2026Q1: 5,662 shares 5,662 $4.94M 0.24% +2,741 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: 21,381 shares; 2024Q4: 23,305 shares; 2025Q1: 20,246 shares; 2025Q2: 19,600 shares; 2025Q3: 20,272 shares; 2025Q4: 20,116 shares; 2026Q1: 20,341 shares 20,341 $4.93M 0.24% +225 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: 1,746 shares; 2024Q4: 1,746 shares; 2025Q1: 1,760 shares; 2025Q2: 2,213 shares; 2025Q3: 9,700 shares; 2025Q4: 12,061 shares; 2026Q1: 12,388 shares 12,388 $4.93M 0.24% +327 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: 78,757 shares; 2024Q4: 98,036 shares; 2025Q1: 96,475 shares; 2025Q2: 97,324 shares; 2025Q3: 96,276 shares; 2025Q4: 89,296 shares; 2026Q1: 89,434 shares 89,434 $4.83M 0.24% +138 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,900 shares; 2024Q4: 174,558 shares; 2025Q1: 206,830 shares; 2025Q2: 214,409 shares; 2025Q3: 226,778 shares; 2025Q4: 235,309 shares; 2026Q1: 86,849 shares 86,849 $4.82M 0.23% -148,460 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,364 shares; 2024Q4: 41,709 shares; 2025Q1: 47,371 shares; 2025Q2: 38,622 shares; 2025Q3: 42,917 shares; 2025Q4: 44,149 shares; 2026Q1: 36,712 shares 36,712 $4.77M 0.23% -7,437 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: 19,037 shares; 2024Q4: 32,529 shares; 2025Q1: 34,767 shares; 2025Q2: 36,850 shares; 2025Q3: 30,420 shares; 2025Q4: 30,257 shares; 2026Q1: 26,932 shares 26,932 $4.56M 0.22% -3,325 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: 34,354 shares; 2024Q4: 46,373 shares; 2025Q1: 44,645 shares; 2025Q2: 43,647 shares; 2025Q3: 43,765 shares; 2025Q4: 43,479 shares; 2026Q1: 43,175 shares 43,175 $4.43M 0.22% -304 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 20,590 shares; 2025Q1: 37,292 shares; 2025Q2: 40,011 shares; 2025Q3: 31,694 shares; 2025Q4: 43,272 shares; 2026Q1: 44,408 shares 44,408 $4.42M 0.21% +1,136 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: 4,156 shares; 2025Q1: 3,545 shares; 2025Q2: 3,503 shares; 2025Q3: 4,504 shares; 2025Q4: 4,529 shares; 2026Q1: 4,538 shares 4,538 $4.36M 0.21% +9 Timeline SMIG 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: 328,516 shares; 2024Q4: 334,410 shares; 2025Q1: 331,955 shares; 2025Q2: 336,554 shares; 2025Q3: 353,085 shares; 2025Q4: 348,299 shares; 2026Q1: 147,123 shares 147,123 $4.32M 0.21% -201,176 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: 9,029 shares; 2024Q4: 14,146 shares; 2025Q1: 14,279 shares; 2025Q2: 14,202 shares; 2025Q3: 15,123 shares; 2025Q4: 15,170 shares; 2026Q1: 15,035 shares 15,035 $4.32M 0.21% -135 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: 83,893 shares; 2024Q4: 84,049 shares; 2025Q1: 77,334 shares; 2025Q2: 69,046 shares; 2025Q3: 68,780 shares; 2025Q4: 67,464 shares; 2026Q1: 63,171 shares 63,171 $4.3M 0.21% -4,293 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,585 shares; 2024Q4: 416,736 shares; 2025Q1: 99,047 shares; 2025Q2: 96,234 shares; 2025Q3: 94,357 shares; 2025Q4: 95,995 shares; 2026Q1: 77,539 shares 77,539 $4.24M 0.21% -18,456 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: 15,713 shares; 2024Q4: 17,366 shares; 2025Q1: 13,479 shares; 2025Q2: 1,667 shares; 2025Q3: 1,622 shares; 2025Q4: 13,571 shares; 2026Q1: 15,858 shares 15,858 $4.23M 0.21% +2,287 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: 23,799 shares; 2024Q4: 22,719 shares; 2025Q1: 25,406 shares; 2025Q2: 34,424 shares; 2025Q3: 36,100 shares; 2025Q4: 35,889 shares; 2026Q1: 41,759 shares 41,759 $4.14M 0.2% +5,870 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 5,780 shares; 2025Q1: 7,585 shares; 2025Q2: 7,514 shares; 2025Q3: 6,526 shares; 2025Q4: 7,114 shares; 2026Q1: 5,674 shares 5,674 $4.13M 0.2% -1,440 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943,536 shares; 2024Q4: 207,637 shares; 2025Q1: 185,933 shares; 2025Q2: 170,492 shares; 2025Q3: 151,980 shares; 2025Q4: 152,233 shares; 2026Q1: 134,108 shares 134,108 $4.09M 0.2% -18,125 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: 153,709 shares; 2024Q4: 160,450 shares; 2025Q1: 148,075 shares; 2025Q2: 147,691 shares; 2025Q3: 150,209 shares; 2025Q4: 142,250 shares; 2026Q1: 145,531 shares 145,531 $4.09M 0.2% +3,281 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: 32,064 shares; 2024Q4: 28,873 shares; 2025Q1: 27,143 shares; 2025Q2: 27,188 shares; 2025Q3: 31,074 shares; 2025Q4: 63,498 shares; 2026Q1: 65,125 shares 65,125 $3.99M 0.19% +1,627 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,300 shares; 2025Q1: 12,175 shares; 2025Q2: 13,070 shares; 2025Q3: 17,326 shares; 2025Q4: 19,736 shares; 2026Q1: 20,211 shares 20,211 $3.98M 0.19% +475 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: 96,974 shares; 2024Q4: 114,695 shares; 2025Q1: 108,895 shares; 2025Q2: 108,399 shares; 2025Q3: 130,322 shares; 2025Q4: 130,522 shares; 2026Q1: 110,852 shares 110,852 $3.93M 0.19% -19,670 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 31,473 shares; 2025Q1: 25,760 shares; 2025Q2: 25,414 shares; 2025Q3: 22,169 shares; 2025Q4: 20,943 shares; 2026Q1: 19,955 shares 19,955 $3.91M 0.19% -988 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: 24,398 shares; 2024Q4: 28,373 shares; 2025Q1: 28,254 shares; 2025Q2: 28,974 shares; 2025Q3: 29,216 shares; 2025Q4: 29,048 shares; 2026Q1: 29,713 shares 29,713 $3.83M 0.19% +665 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 6,612 shares; 2025Q1: 6,362 shares; 2025Q2: 8,109 shares; 2025Q3: 6,503 shares; 2025Q4: 5,912 shares; 2026Q1: 4,942 shares 4,942 $3.82M 0.19% -970 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,715 shares; 2024Q4: 65,254 shares; 2025Q1: 67,685 shares; 2025Q2: 75,389 shares; 2025Q3: 80,225 shares; 2025Q4: 80,815 shares; 2026Q1: 80,644 shares 80,644 $3.8M 0.18% -171 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: 29,468 shares 29,468 $3.73M 0.18% 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: 13,883 shares; 2024Q4: 13,853 shares; 2025Q1: 11,341 shares; 2025Q2: 11,599 shares; 2025Q3: 11,934 shares; 2025Q4: 11,835 shares; 2026Q1: 10,847 shares 10,847 $3.67M 0.18% -988 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: 18,599 shares; 2024Q4: 18,631 shares; 2025Q1: 18,713 shares; 2025Q2: 18,670 shares; 2025Q3: 18,670 shares; 2025Q4: 18,383 shares; 2026Q1: 18,397 shares 18,397 $3.57M 0.17% +14 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: 58,203 shares; 2024Q4: 59,586 shares; 2025Q1: 59,610 shares; 2025Q2: 54,149 shares; 2025Q3: 60,794 shares; 2025Q4: 65,981 shares; 2026Q1: 71,196 shares 71,196 $3.51M 0.17% +5,215 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: 980 shares; 2024Q4: 1,944 shares; 2025Q1: 1,852 shares; 2025Q2: 1,769 shares; 2025Q3: 2,303 shares; 2025Q4: 13,561 shares; 2026Q1: 20,594 shares 20,594 $3.3M 0.16% +7,033 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: 129,474 shares; 2024Q4: 126,671 shares; 2025Q1: 119,637 shares; 2025Q2: 116,497 shares; 2025Q3: 115,835 shares; 2025Q4: 114,188 shares; 2026Q1: 113,406 shares 113,406 $3.29M 0.16% -782 Timeline URA 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: 47,999 shares; 2024Q4: 64,082 shares; 2025Q1: 89,715 shares; 2025Q2: 75,357 shares; 2025Q3: 65,593 shares; 2025Q4: 64,005 shares; 2026Q1: 67,829 shares 67,829 $3.28M 0.16% +3,824 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,715 shares; 2025Q3: 2,717 shares; 2025Q4: 2,719 shares; 2026Q1: 42,825 shares 42,825 $3.24M 0.16% +40,106 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 11,873 shares; 2025Q1: 12,385 shares; 2025Q2: 13,949 shares; 2025Q3: 15,206 shares; 2025Q4: 15,825 shares; 2026Q1: 9,855 shares 9,855 $3.18M 0.15% -5,970 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: 18,163 shares; 2024Q4: 20,443 shares; 2025Q1: 20,983 shares; 2025Q2: 23,858 shares; 2025Q3: 24,568 shares; 2025Q4: 24,089 shares; 2026Q1: 24,032 shares 24,032 $3.18M 0.15% -57 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,686 shares; 2024Q4: 169,119 shares; 2025Q1: 181,834 shares; 2025Q2: 179,380 shares; 2025Q3: 172,653 shares; 2025Q4: 164,221 shares; 2026Q1: 132,317 shares 132,317 $3.14M 0.15% -31,904 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: 63,961 shares; 2024Q4: 70,225 shares; 2025Q1: 64,362 shares; 2025Q2: 59,840 shares; 2025Q3: 40,813 shares; 2025Q4: 40,381 shares; 2026Q1: 41,097 shares 41,097 $3.13M 0.15% +716 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: 30,620 shares; 2024Q4: 29,903 shares; 2025Q1: 24,142 shares; 2025Q2: 24,730 shares; 2025Q3: 28,271 shares; 2025Q4: 14,484 shares; 2026Q1: 32,350 shares 32,350 $3.12M 0.15% +17,866 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,469 shares; 2025Q1: 7,622 shares; 2025Q2: 7,863 shares; 2025Q3: 9,075 shares; 2025Q4: 8,957 shares; 2026Q1: 9,972 shares 9,972 $3.09M 0.15% +1,015 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,154 shares; 2025Q1: 14,516 shares; 2025Q2: 15,806 shares; 2025Q3: 16,469 shares; 2025Q4: 15,414 shares; 2026Q1: 15,516 shares 15,516 $3.08M 0.15% +102 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: 7,047 shares; 2024Q4: 7,082 shares; 2025Q1: 7,114 shares; 2025Q2: 6,770 shares; 2025Q3: 5,790 shares; 2025Q4: 5,606 shares; 2026Q1: 16,460 shares 16,460 $3.07M 0.15% +10,854 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 8,355 shares; 2025Q1: 8,715 shares; 2025Q2: 7,008 shares; 2025Q3: 6,659 shares; 2025Q4: 6,311 shares; 2026Q1: 5,851 shares 5,851 $3.06M 0.15% -460 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: 10,555 shares; 2024Q4: 10,678 shares; 2025Q1: 11,097 shares; 2025Q2: 11,000 shares; 2025Q3: 8,910 shares; 2025Q4: 29,382 shares; 2026Q1: 33,854 shares 33,854 $3.03M 0.15% +4,472 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: 14,137 shares; 2024Q4: 13,995 shares; 2025Q1: 14,143 shares; 2025Q2: 14,271 shares; 2025Q3: 13,679 shares; 2025Q4: 12,786 shares; 2026Q1: 12,724 shares 12,724 $3.01M 0.15% -62 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,657 shares; 2024Q4: 72,385 shares; 2025Q1: 69,957 shares; 2025Q2: 70,957 shares; 2025Q3: 71,497 shares; 2025Q4: 51,829 shares; 2026Q1: 48,057 shares 48,057 $3.01M 0.15% -3,772 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 7,902 shares; 2025Q1: 7,275 shares; 2025Q2: 7,191 shares; 2025Q3: 6,882 shares; 2025Q4: 6,662 shares; 2026Q1: 6,849 shares 6,849 $2.99M 0.15% +187 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,998 shares; 2024Q4: 421,833 shares; 2025Q1: 376,312 shares; 2025Q2: 368,672 shares; 2025Q3: 380,376 shares; 2025Q4: 383,771 shares; 2026Q1: 299,164 shares 299,164 $2.97M 0.14% -84,607 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: 13,607 shares; 2024Q4: 11,574 shares; 2025Q1: 10,913 shares; 2025Q2: 10,633 shares; 2025Q3: 17,519 shares; 2025Q4: 21,485 shares; 2026Q1: 20,092 shares 20,092 $2.95M 0.14% -1,393 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: 69,674 shares; 2024Q4: 46,388 shares; 2025Q1: 39,912 shares; 2025Q2: 41,430 shares; 2025Q3: 44,794 shares; 2025Q4: 43,001 shares; 2026Q1: 44,062 shares 44,062 $2.93M 0.14% +1,061 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,617 shares; 2025Q2: 50,788 shares; 2025Q3: 57,088 shares; 2025Q4: 58,881 shares; 2026Q1: 49,324 shares 49,324 $2.92M 0.14% -9,557 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: 19,689 shares; 2024Q4: 19,689 shares; 2025Q1: 15,177 shares; 2025Q2: 14,567 shares; 2025Q3: 14,104 shares; 2025Q4: 13,228 shares; 2026Q1: 12,908 shares 12,908 $2.92M 0.14% -320 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: 1,738 shares; 2024Q4: 2,283 shares; 2025Q1: 2,517 shares; 2025Q2: 1,862 shares; 2025Q3: 1,885 shares; 2025Q4: 15,028 shares; 2026Q1: 18,060 shares 18,060 $2.88M 0.14% +3,032 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 21,430 shares; 2025Q1: 21,636 shares; 2025Q2: 21,697 shares; 2025Q3: 21,836 shares; 2025Q4: 21,616 shares; 2026Q1: 22,410 shares 22,410 $2.85M 0.14% +794 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: 18,963 shares; 2024Q4: 22,911 shares; 2025Q1: 23,935 shares; 2025Q2: 35,945 shares; 2025Q3: 31,969 shares; 2025Q4: 11,730 shares; 2026Q1: 10,489 shares 10,489 $2.84M 0.14% -1,241 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,961 shares; 2024Q4: 53,664 shares; 2025Q1: 73,590 shares; 2025Q2: 70,344 shares; 2025Q3: 64,896 shares; 2025Q4: 67,115 shares; 2026Q1: 40,965 shares 40,965 $2.79M 0.14% -26,150 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: 11,648 shares; 2024Q4: 10,939 shares; 2025Q1: 10,167 shares; 2025Q2: 10,561 shares; 2025Q3: 11,306 shares; 2025Q4: 12,004 shares; 2026Q1: 14,461 shares 14,461 $2.78M 0.14% +2,457 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: 33,004 shares; 2024Q4: 39,675 shares; 2025Q1: 40,148 shares; 2025Q2: 39,930 shares; 2025Q3: 37,065 shares; 2025Q4: 36,896 shares; 2026Q1: 35,706 shares 35,706 $2.77M 0.13% -1,190 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: 666 shares; 2024Q4: 619 shares; 2025Q1: 577 shares; 2025Q2: 467 shares; 2025Q3: 453 shares; 2025Q4: 448 shares; 2026Q1: 3,977 shares 3,977 $2.71M 0.13% +3,529 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: 10,038 shares; 2024Q4: 10,139 shares; 2025Q1: 10,138 shares; 2025Q2: 10,085 shares; 2025Q3: 10,090 shares; 2025Q4: 10,087 shares; 2026Q1: 10,339 shares 10,339 $2.69M 0.13% +252 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,140 shares; 2024Q4: 43,358 shares; 2025Q1: 44,136 shares; 2025Q2: 45,199 shares; 2025Q3: 47,266 shares; 2025Q4: 47,284 shares; 2026Q1: 53,279 shares 53,279 $2.65M 0.13% +5,995 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: 7,680 shares; 2024Q4: 8,603 shares; 2025Q1: 8,494 shares; 2025Q2: 8,510 shares; 2025Q3: 8,510 shares; 2025Q4: 8,420 shares; 2026Q1: 8,326 shares 8,326 $2.65M 0.13% -94 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,468 shares; 2024Q4: 45,692 shares; 2025Q1: 46,637 shares; 2025Q2: 50,583 shares; 2025Q3: 51,516 shares; 2025Q4: 48,650 shares; 2026Q1: 51,661 shares 51,661 $2.62M 0.13% +3,011 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: not reported; 2025Q1: 5,905 shares; 2025Q2: not reported; 2025Q3: 6,924 shares; 2025Q4: 9,088 shares; 2026Q1: 51,553 shares 51,553 $2.59M 0.13% +42,465 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,169 shares; 2025Q1: 2,098 shares; 2025Q2: 2,216 shares; 2025Q3: 2,295 shares; 2025Q4: 2,161 shares; 2026Q1: 12,985 shares 12,985 $2.57M 0.12% +10,824 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 27,714 shares; 2025Q1: 26,956 shares; 2025Q2: 37,349 shares; 2025Q3: 43,299 shares; 2025Q4: 25,375 shares; 2026Q1: 26,079 shares 26,079 $2.57M 0.12% +704 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,283 shares; 2025Q1: 4,497 shares; 2025Q2: 4,475 shares; 2025Q3: 4,741 shares; 2025Q4: 28,467 shares; 2026Q1: 30,084 shares 30,084 $2.56M 0.12% +1,617 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: 44,897 shares; 2024Q4: 44,763 shares; 2025Q1: 42,411 shares; 2025Q2: 43,652 shares; 2025Q3: 43,048 shares; 2025Q4: 41,938 shares; 2026Q1: 41,923 shares 41,923 $2.54M 0.12% -15 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: 25,177 shares 25,177 $2.53M 0.12% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,058 shares; 2024Q4: 12,883 shares; 2025Q1: 15,985 shares; 2025Q2: 22,516 shares; 2025Q3: 26,389 shares; 2025Q4: 2,411 shares; 2026Q1: 16,530 shares 16,530 $2.53M 0.12% +14,119 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,476 shares; 2024Q4: 9,604 shares; 2025Q1: 13,861 shares; 2025Q2: 13,123 shares; 2025Q3: 12,841 shares; 2025Q4: 12,731 shares; 2026Q1: 13,289 shares 13,289 $2.52M 0.12% +558 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,037 shares; 2024Q4: 26,428 shares; 2025Q1: 25,537 shares; 2025Q2: 25,849 shares; 2025Q3: 16,633 shares; 2025Q4: 15,930 shares; 2026Q1: 16,162 shares 16,162 $2.46M 0.12% +232 Timeline FLV 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: 40,153 shares; 2024Q4: 39,017 shares; 2025Q1: 36,305 shares; 2025Q2: 36,016 shares; 2025Q3: 34,979 shares; 2025Q4: 34,606 shares; 2026Q1: 31,873 shares 31,873 $2.44M 0.12% -2,733 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: 14,055 shares; 2024Q4: 14,154 shares; 2025Q1: 14,125 shares; 2025Q2: 14,020 shares; 2025Q3: 14,136 shares; 2025Q4: 13,540 shares; 2026Q1: 13,562 shares 13,562 $2.44M 0.12% +22 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,617 shares; 2024Q4: 102,343 shares; 2025Q1: 54,695 shares; 2025Q2: 44,224 shares; 2025Q3: 43,237 shares; 2025Q4: 41,821 shares; 2026Q1: 40,230 shares 40,230 $2.41M 0.12% -1,591 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: 27,697 shares; 2024Q4: 26,449 shares; 2025Q1: 26,186 shares; 2025Q2: 27,038 shares; 2025Q3: 27,217 shares; 2025Q4: 26,139 shares; 2026Q1: 26,261 shares 26,261 $2.37M 0.12% +122 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: 10,184 shares; 2024Q4: 12,056 shares; 2025Q1: 11,738 shares; 2025Q2: 11,686 shares; 2025Q3: 10,587 shares; 2025Q4: 10,051 shares; 2026Q1: 9,686 shares 9,686 $2.35M 0.11% -365 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: 12,097 shares; 2024Q4: 10,632 shares; 2025Q1: 9,786 shares; 2025Q2: 9,654 shares; 2025Q3: 10,062 shares; 2025Q4: 10,968 shares; 2026Q1: 14,515 shares 14,515 $2.35M 0.11% +3,547 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,121 shares; 2024Q4: 115,310 shares; 2025Q1: 123,661 shares; 2025Q2: 126,343 shares; 2025Q3: 138,569 shares; 2025Q4: 41,697 shares; 2026Q1: 36,628 shares 36,628 $2.34M 0.11% -5,069 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,158 shares; 2025Q1: 13,166 shares; 2025Q2: 13,712 shares; 2025Q3: 20,030 shares; 2025Q4: 20,111 shares; 2026Q1: 32,144 shares 32,144 $2.31M 0.11% +12,033 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: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,918 shares; 2025Q3: 2,661 shares; 2025Q4: 2,670 shares; 2026Q1: 2,660 shares 2,660 $2.3M 0.11% -10 Timeline BUYW 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: 35,700 shares; 2025Q1: 91,033 shares; 2025Q2: 107,198 shares; 2025Q3: 126,384 shares; 2025Q4: 148,883 shares; 2026Q1: 163,184 shares 163,184 $2.3M 0.11% +14,301 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,905 shares; 2025Q1: 1,946 shares; 2025Q2: 2,226 shares; 2025Q3: 2,777 shares; 2025Q4: 2,675 shares; 2026Q1: 17,361 shares 17,361 $2.27M 0.11% +14,686 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: 22,916 shares; 2024Q4: 22,886 shares; 2025Q1: 21,646 shares; 2025Q2: 18,860 shares; 2025Q3: 20,605 shares; 2025Q4: 19,761 shares; 2026Q1: 19,676 shares 19,676 $2.26M 0.11% -85 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: 25,432 shares; 2024Q4: 26,895 shares; 2025Q1: 28,406 shares; 2025Q2: 24,372 shares; 2025Q3: 24,794 shares; 2025Q4: 9,368 shares; 2026Q1: 9,271 shares 9,271 $2.25M 0.11% -97 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: 30,897 shares; 2024Q4: 34,875 shares; 2025Q1: 28,715 shares; 2025Q2: 27,419 shares; 2025Q3: 27,927 shares; 2025Q4: 28,067 shares; 2026Q1: 24,513 shares 24,513 $2.25M 0.11% -3,554 Timeline SPDV 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: 50,851 shares; 2024Q4: 51,358 shares; 2025Q1: 54,588 shares; 2025Q2: 55,197 shares; 2025Q3: 56,928 shares; 2025Q4: 58,660 shares; 2026Q1: 59,682 shares 59,682 $2.23M 0.11% +1,022 Timeline UCON 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: 90,070 shares; 2024Q4: 90,072 shares; 2025Q1: 90,826 shares; 2025Q2: 91,122 shares; 2025Q3: 89,721 shares; 2025Q4: 88,561 shares; 2026Q1: 89,420 shares 89,420 $2.21M 0.11% +859 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,928 shares; 2024Q4: 14,928 shares; 2025Q1: 14,738 shares; 2025Q2: 14,488 shares; 2025Q3: 14,300 shares; 2025Q4: 14,075 shares; 2026Q1: 14,044 shares 14,044 $2.21M 0.11% -31 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,758 shares 8,758 $2.19M 0.11% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,775 shares; 2024Q4: 22,058 shares; 2025Q1: 25,218 shares; 2025Q2: 28,632 shares; 2025Q3: 28,715 shares; 2025Q4: 28,831 shares; 2026Q1: 41,295 shares 41,295 $2.18M 0.11% +12,464 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: 8,588 shares; 2024Q4: 8,259 shares; 2025Q1: 8,133 shares; 2025Q2: 8,137 shares; 2025Q3: 8,691 shares; 2025Q4: 8,438 shares; 2026Q1: 8,215 shares 8,215 $2.15M 0.1% -223 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 6,808 shares; 2025Q1: 7,657 shares; 2025Q2: 8,089 shares; 2025Q3: 8,764 shares; 2025Q4: 18,724 shares; 2026Q1: 19,116 shares 19,116 $2.08M 0.1% +392 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 4,386 shares; 2025Q1: 4,109 shares; 2025Q2: 3,339 shares; 2025Q3: 3,201 shares; 2025Q4: 3,102 shares; 2026Q1: 4,901 shares 4,901 $2.08M 0.1% +1,799 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 7,849 shares; 2025Q1: 7,852 shares; 2025Q2: 7,806 shares; 2025Q3: 7,734 shares; 2025Q4: 7,247 shares; 2026Q1: 15,853 shares 15,853 $2.08M 0.1% +8,606 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: 23,362 shares; 2024Q4: 24,072 shares; 2025Q1: 23,939 shares; 2025Q2: 24,181 shares; 2025Q3: 22,450 shares; 2025Q4: 22,014 shares; 2026Q1: 22,070 shares 22,070 $2.07M 0.1% +56 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,993 shares; 2024Q4: 39,560 shares; 2025Q1: 39,820 shares; 2025Q2: 44,618 shares; 2025Q3: 73,697 shares; 2025Q4: 75,894 shares; 2026Q1: 79,275 shares 79,275 $2.07M 0.1% +3,381 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: 38,510 shares; 2024Q4: 39,410 shares; 2025Q1: 38,199 shares; 2025Q2: 38,194 shares; 2025Q3: 43,005 shares; 2025Q4: 45,090 shares; 2026Q1: 36,322 shares 36,322 $2.06M 0.1% -8,768 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: 15,083 shares; 2024Q4: 12,626 shares; 2025Q1: 13,360 shares; 2025Q2: 13,576 shares; 2025Q3: 14,579 shares; 2025Q4: 15,783 shares; 2026Q1: 18,517 shares 18,517 $2.05M 0.1% +2,734 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,965 shares; 2024Q4: 23,171 shares; 2025Q1: 21,438 shares; 2025Q2: 19,811 shares; 2025Q3: 19,486 shares; 2025Q4: 19,841 shares; 2026Q1: 16,805 shares 16,805 $2.02M 0.1% -3,036 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177,628 shares; 2025Q2: 192,485 shares; 2025Q3: 157,845 shares; 2025Q4: 152,519 shares; 2026Q1: 106,557 shares 106,557 $1.99M 0.1% -45,962 Timeline EPS 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: 18,390 shares; 2024Q4: 18,107 shares; 2025Q1: 29,437 shares; 2025Q2: 25,838 shares; 2025Q3: 27,750 shares; 2025Q4: 27,967 shares; 2026Q1: 28,628 shares 28,628 $1.95M 0.09% +661 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: 9,935 shares; 2024Q4: 9,792 shares; 2025Q1: 9,784 shares; 2025Q2: 9,803 shares; 2025Q3: 9,920 shares; 2025Q4: 9,623 shares; 2026Q1: 9,576 shares 9,576 $1.95M 0.09% -47 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: 14,350 shares; 2024Q4: 14,614 shares; 2025Q1: 12,712 shares; 2025Q2: 6,870 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,136 shares 38,136 $1.94M 0.09% new 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: 9,105 shares; 2024Q4: 9,384 shares; 2025Q1: 9,118 shares; 2025Q2: 9,220 shares; 2025Q3: 9,008 shares; 2025Q4: 8,963 shares; 2026Q1: 8,872 shares 8,872 $1.93M 0.09% -91 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: 26,467 shares; 2024Q4: 24,260 shares; 2025Q1: 23,701 shares; 2025Q2: 23,508 shares; 2025Q3: 21,519 shares; 2025Q4: 21,514 shares; 2026Q1: 23,117 shares 23,117 $1.91M 0.09% +1,603 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: 14,642 shares; 2024Q4: 50,210 shares; 2025Q1: 67,589 shares; 2025Q2: 70,154 shares; 2025Q3: 72,531 shares; 2025Q4: 53,793 shares; 2026Q1: 61,120 shares 61,120 $1.89M 0.09% +7,327 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: 9,789 shares; 2024Q4: 8,789 shares; 2025Q1: 6,741 shares; 2025Q2: 7,017 shares; 2025Q3: 6,785 shares; 2025Q4: 6,574 shares; 2026Q1: 8,725 shares 8,725 $1.89M 0.09% +2,151 Timeline NYF 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: 7,269 shares; 2025Q2: 7,269 shares; 2025Q3: 7,269 shares; 2025Q4: 7,269 shares; 2026Q1: 35,154 shares 35,154 $1.87M 0.09% +27,885 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: 9,759 shares; 2024Q4: 16,050 shares; 2025Q1: 25,550 shares; 2025Q2: 35,290 shares; 2025Q3: 43,111 shares; 2025Q4: 44,545 shares; 2026Q1: 48,148 shares 48,148 $1.85M 0.09% +3,603 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,488 shares; 2024Q4: 36,942 shares; 2025Q1: 22,428 shares; 2025Q2: 22,168 shares; 2025Q3: 22,319 shares; 2025Q4: 19,760 shares; 2026Q1: 19,909 shares 19,909 $1.85M 0.09% +149 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,085 shares; 2024Q4: 10,085 shares; 2025Q1: 9,875 shares; 2025Q2: 10,076 shares; 2025Q3: 10,280 shares; 2025Q4: 10,078 shares; 2026Q1: 9,581 shares 9,581 $1.79M 0.09% -497 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: 5,538 shares; 2024Q4: 5,534 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,161 shares; 2025Q4: 5,112 shares; 2026Q1: 5,801 shares 5,801 $1.75M 0.09% +689 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,687 shares; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,284 shares; 2025Q4: 1,299 shares; 2026Q1: 11,425 shares 11,425 $1.72M 0.08% +10,126 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 3,094 shares; 2025Q1: 3,614 shares; 2025Q2: 6,833 shares; 2025Q3: 8,428 shares; 2025Q4: 10,960 shares; 2026Q1: 11,339 shares 11,339 $1.72M 0.08% +379 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: 41,529 shares; 2024Q4: 40,427 shares; 2025Q1: 38,957 shares; 2025Q2: 37,906 shares; 2025Q3: 35,054 shares; 2025Q4: 34,102 shares; 2026Q1: 33,855 shares 33,855 $1.69M 0.08% -247 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: 22,923 shares; 2024Q4: 27,241 shares; 2025Q1: 26,760 shares; 2025Q2: 19,334 shares; 2025Q3: 18,718 shares; 2025Q4: 18,485 shares; 2026Q1: 17,528 shares 17,528 $1.69M 0.08% -957 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: 3,438 shares; 2024Q4: 30,228 shares; 2025Q1: 59,407 shares; 2025Q2: 59,396 shares; 2025Q3: 56,667 shares; 2025Q4: 57,438 shares; 2026Q1: 57,488 shares 57,488 $1.67M 0.08% +50 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: 22,920 shares; 2024Q4: 22,947 shares; 2025Q1: 22,963 shares; 2025Q2: 24,192 shares; 2025Q3: 22,781 shares; 2025Q4: 23,003 shares; 2026Q1: 24,380 shares 24,380 $1.65M 0.08% +1,377 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,796 shares; 2024Q4: 9,629 shares; 2025Q1: 9,404 shares; 2025Q2: 19,754 shares; 2025Q3: 21,972 shares; 2025Q4: 29,347 shares; 2026Q1: 32,653 shares 32,653 $1.63M 0.08% +3,306 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: 10,173 shares; 2024Q4: 12,585 shares; 2025Q1: 11,952 shares; 2025Q2: 12,120 shares; 2025Q3: 14,707 shares; 2025Q4: 14,075 shares; 2026Q1: 9,430 shares 9,430 $1.63M 0.08% -4,645 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: 42,303 shares; 2024Q4: 42,260 shares; 2025Q1: 42,077 shares; 2025Q2: 39,664 shares; 2025Q3: 42,342 shares; 2025Q4: 36,554 shares; 2026Q1: 36,136 shares 36,136 $1.59M 0.08% -418 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: 4,709 shares; 2024Q4: 4,913 shares; 2025Q1: 4,769 shares; 2025Q2: 4,590 shares; 2025Q3: 4,608 shares; 2025Q4: 4,535 shares; 2026Q1: 4,499 shares 4,499 $1.58M 0.08% -36 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: 23,379 shares; 2024Q4: 7,611 shares; 2025Q1: 7,646 shares; 2025Q2: 9,463 shares; 2025Q3: 9,696 shares; 2025Q4: 9,619 shares; 2026Q1: 9,522 shares 9,522 $1.58M 0.08% -97 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: 2,361 shares; 2024Q4: 2,426 shares; 2025Q1: 2,524 shares; 2025Q2: 5,621 shares; 2025Q3: 5,648 shares; 2025Q4: 5,635 shares; 2026Q1: 5,540 shares 5,540 $1.55M 0.08% -95 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: 5,722 shares; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 11,846 shares; 2025Q3: 12,224 shares; 2025Q4: 12,224 shares; 2026Q1: 12,967 shares 12,967 $1.54M 0.07% +743 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: 11,353 shares; 2024Q4: 8,206 shares; 2025Q1: 8,182 shares; 2025Q2: 8,191 shares; 2025Q3: 8,304 shares; 2025Q4: 7,585 shares; 2026Q1: 7,713 shares 7,713 $1.54M 0.07% +128 Timeline SNPE 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: 33,889 shares; 2024Q4: 30,773 shares; 2025Q1: 27,450 shares; 2025Q2: 27,489 shares; 2025Q3: 26,452 shares; 2025Q4: 26,497 shares; 2026Q1: 25,699 shares 25,699 $1.53M 0.07% -798 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: 6,693 shares; 2024Q4: 5,860 shares; 2025Q1: 4,859 shares; 2025Q2: 6,788 shares; 2025Q3: 6,999 shares; 2025Q4: 7,034 shares; 2026Q1: 7,453 shares 7,453 $1.52M 0.07% +419 Timeline COPP SPROTT FDS TR More: the full row for SPROTT 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: 32,582 shares; 2026Q1: 42,367 shares 42,367 $1.51M 0.07% +9,785 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: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,616 shares; 2025Q2: 3,566 shares; 2025Q3: 3,625 shares; 2025Q4: 3,626 shares; 2026Q1: 3,631 shares 3,631 $1.51M 0.07% +5 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,534 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,542 shares 1,542 $1.51M 0.07% -6 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 1,856 shares; 2025Q1: 3,704 shares; 2025Q2: 3,724 shares; 2025Q3: 3,669 shares; 2025Q4: 4,037 shares; 2026Q1: 3,812 shares 3,812 $1.51M 0.07% -225 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: 32,320 shares; 2024Q4: 31,937 shares; 2025Q1: 29,483 shares; 2025Q2: 27,261 shares; 2025Q3: 26,437 shares; 2025Q4: 54,960 shares; 2026Q1: 52,603 shares 52,603 $1.51M 0.07% -2,357 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: 24,888 shares; 2024Q4: 25,464 shares; 2025Q1: 28,262 shares; 2025Q2: 28,667 shares; 2025Q3: 29,575 shares; 2025Q4: 30,356 shares; 2026Q1: 30,571 shares 30,571 $1.51M 0.07% +215 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: 15,037 shares; 2024Q4: 15,037 shares; 2025Q1: 14,437 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares; 2025Q4: 9,863 shares; 2026Q1: 9,863 shares 9,863 $1.51M 0.07% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,211 shares; 2024Q4: 5,615 shares; 2025Q1: 6,130 shares; 2025Q2: 6,289 shares; 2025Q3: 6,321 shares; 2025Q4: 6,394 shares; 2026Q1: 6,371 shares 6,371 $1.49M 0.07% -23 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: 16,013 shares; 2024Q4: 16,281 shares; 2025Q1: 19,557 shares; 2025Q2: 20,878 shares; 2025Q3: 21,034 shares; 2025Q4: 20,578 shares; 2026Q1: 21,186 shares 21,186 $1.48M 0.07% +608 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 8,845 shares; 2025Q1: 10,455 shares; 2025Q2: 8,383 shares; 2025Q3: 9,537 shares; 2025Q4: 10,166 shares; 2026Q1: 11,548 shares 11,548 $1.48M 0.07% +1,382 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: 92,402 shares; 2024Q4: 89,950 shares; 2025Q1: 16,154 shares; 2025Q2: 15,880 shares; 2025Q3: 16,029 shares; 2025Q4: 15,748 shares; 2026Q1: 14,960 shares 14,960 $1.45M 0.07% -788 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: 9,451 shares; 2024Q4: 10,504 shares; 2025Q1: 13,176 shares; 2025Q2: 13,183 shares; 2025Q3: 14,080 shares; 2025Q4: 31,401 shares; 2026Q1: 31,532 shares 31,532 $1.45M 0.07% +131 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $1.44M 0.07% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,375 shares; 2024Q4: 207,582 shares; 2025Q1: 41,407 shares; 2025Q2: 38,608 shares; 2025Q3: 38,093 shares; 2025Q4: 31,027 shares; 2026Q1: 29,252 shares 29,252 $1.42M 0.07% -1,775 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: 2,420 shares; 2024Q4: 2,669 shares; 2025Q1: 2,598 shares; 2025Q2: 2,889 shares; 2025Q3: 2,924 shares; 2025Q4: 2,857 shares; 2026Q1: 2,821 shares 2,821 $1.41M 0.07% -36 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,854 shares; 2025Q1: 6,871 shares; 2025Q2: 4,006 shares; 2025Q3: 4,305 shares; 2025Q4: 4,331 shares; 2026Q1: 4,308 shares 4,308 $1.41M 0.07% -23 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: 3,189 shares; 2024Q4: 2,125 shares; 2025Q1: 1,963 shares; 2025Q2: 1,942 shares; 2025Q3: 2,004 shares; 2025Q4: 1,969 shares; 2026Q1: 1,966 shares 1,966 $1.37M 0.07% -3 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 8,969 shares; 2025Q1: 8,619 shares; 2025Q2: 8,619 shares; 2025Q3: 8,644 shares; 2025Q4: 8,694 shares; 2026Q1: 8,739 shares 8,739 $1.36M 0.07% +45 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: 13,819 shares; 2024Q4: 11,527 shares; 2025Q1: 11,226 shares; 2025Q2: 10,574 shares; 2025Q3: 11,530 shares; 2025Q4: 14,913 shares; 2026Q1: 16,491 shares 16,491 $1.35M 0.07% +1,578 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: 20,751 shares; 2024Q4: 16,742 shares; 2025Q1: 18,309 shares; 2025Q2: 18,580 shares; 2025Q3: 18,579 shares; 2025Q4: 18,057 shares; 2026Q1: 18,820 shares 18,820 $1.35M 0.07% +763 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,328 shares; 2025Q1: 11,093 shares; 2025Q2: 13,071 shares; 2025Q3: 14,220 shares; 2025Q4: 14,656 shares; 2026Q1: 11,096 shares 11,096 $1.34M 0.07% -3,560 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: 5,498 shares; 2024Q4: 5,548 shares; 2025Q1: 5,670 shares; 2025Q2: 5,833 shares; 2025Q3: 6,084 shares; 2025Q4: 5,995 shares; 2026Q1: 6,249 shares 6,249 $1.31M 0.06% +254 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: 83,665 shares; 2024Q4: 81,915 shares; 2025Q1: 82,315 shares; 2025Q2: 82,365 shares; 2025Q3: 59,614 shares; 2025Q4: 61,114 shares; 2026Q1: 65,097 shares 65,097 $1.31M 0.06% +3,983 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: 4,696 shares; 2024Q4: 4,699 shares; 2025Q1: 4,729 shares; 2025Q2: 4,453 shares; 2025Q3: 4,377 shares; 2025Q4: 4,380 shares; 2026Q1: 4,381 shares 4,381 $1.26M 0.06% +1 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 5,010 shares; 2025Q1: 5,015 shares; 2025Q2: 6,125 shares; 2025Q3: 7,222 shares; 2025Q4: 6,620 shares; 2026Q1: 3,551 shares 3,551 $1.26M 0.06% -3,069 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: 6,199 shares; 2024Q4: 13,517 shares; 2025Q1: 13,796 shares; 2025Q2: 16,255 shares; 2025Q3: 18,053 shares; 2025Q4: 46,940 shares; 2026Q1: 43,174 shares 43,174 $1.26M 0.06% -3,766 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,824 shares; 2024Q4: 13,826 shares; 2025Q1: 13,827 shares; 2025Q2: 13,677 shares; 2025Q3: 13,004 shares; 2025Q4: 11,716 shares; 2026Q1: 11,728 shares 11,728 $1.25M 0.06% +12 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,499 shares; 2025Q2: 16,807 shares; 2025Q3: 19,657 shares; 2025Q4: 21,157 shares; 2026Q1: 66,134 shares 66,134 $1.24M 0.06% +44,977 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: 7,192 shares; 2025Q1: 7,242 shares; 2025Q2: 8,683 shares; 2025Q3: 8,508 shares; 2025Q4: 7,627 shares; 2026Q1: 10,031 shares 10,031 $1.23M 0.06% +2,404 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,440 shares; 2025Q1: 9,492 shares; 2025Q2: 9,992 shares; 2025Q3: 9,495 shares; 2025Q4: 8,999 shares; 2026Q1: 9,000 shares 9,000 $1.23M 0.06% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,544 shares; 2025Q1: 1,536 shares; 2025Q2: 1,691 shares; 2025Q3: 2,803 shares; 2025Q4: 2,838 shares; 2026Q1: 2,830 shares 2,830 $1.21M 0.06% -8 Timeline FSMB 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: 56,583 shares; 2024Q4: 56,594 shares; 2025Q1: 55,042 shares; 2025Q2: 55,042 shares; 2025Q3: 55,042 shares; 2025Q4: 55,042 shares; 2026Q1: 60,042 shares 60,042 $1.2M 0.06% +5,000 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,396 shares; 2024Q4: 37,069 shares; 2025Q1: 49,324 shares; 2025Q2: 53,520 shares; 2025Q3: 53,807 shares; 2025Q4: 52,645 shares; 2026Q1: 51,489 shares 51,489 $1.18M 0.06% -1,156 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 19,741 shares; 2025Q1: 20,881 shares; 2025Q2: 21,481 shares; 2025Q3: 21,454 shares; 2025Q4: 18,479 shares; 2026Q1: 18,814 shares 18,814 $1.18M 0.06% +335 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,840 shares; 2025Q1: 1,838 shares; 2025Q2: 1,814 shares; 2025Q3: 1,943 shares; 2025Q4: 1,922 shares; 2026Q1: 1,872 shares 1,872 $1.16M 0.06% -50 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: 6,569 shares; 2024Q4: 19,556 shares; 2025Q1: 23,436 shares; 2025Q2: 16,403 shares; 2025Q3: 15,871 shares; 2025Q4: 16,084 shares; 2026Q1: 37,194 shares 37,194 $1.14M 0.06% +21,110 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: 10,458 shares; 2024Q4: 10,957 shares; 2025Q1: 11,064 shares; 2025Q2: 11,298 shares; 2025Q3: 11,638 shares; 2025Q4: 12,040 shares; 2026Q1: 12,867 shares 12,867 $1.12M 0.05% +827 Timeline FPE 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: 69,676 shares; 2024Q4: 69,869 shares; 2025Q1: 69,881 shares; 2025Q2: 66,901 shares; 2025Q3: 65,988 shares; 2025Q4: 63,072 shares; 2026Q1: 62,995 shares 62,995 $1.12M 0.05% -77 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: 7,623 shares; 2024Q4: 7,591 shares; 2025Q1: 7,395 shares; 2025Q2: 7,367 shares; 2025Q3: 7,010 shares; 2025Q4: 6,940 shares; 2026Q1: 8,965 shares 8,965 $1.11M 0.05% +2,025 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: 649 shares; 2024Q4: 696 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 749 shares; 2025Q4: 750 shares; 2026Q1: 754 shares 754 $1.11M 0.05% +4 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 670 shares; 2025Q3: 1,490 shares; 2025Q4: 1,807 shares; 2026Q1: 2,350 shares 2,350 $1.08M 0.05% +543 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 26,411 shares; 2025Q1: 26,434 shares; 2025Q2: 26,457 shares; 2025Q3: 27,058 shares; 2025Q4: 27,062 shares; 2026Q1: 26,874 shares 26,874 $1.08M 0.05% -188 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT 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: 19,298 shares; 2026Q1: 27,568 shares 27,568 $1.07M 0.05% +8,270 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: 4,310 shares; 2024Q4: 26,104 shares; 2025Q1: 25,852 shares; 2025Q2: 32,931 shares; 2025Q3: 34,723 shares; 2025Q4: 34,883 shares; 2026Q1: 35,168 shares 35,168 $1.07M 0.05% +285 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: 14,182 shares; 2024Q4: 12,805 shares; 2025Q1: 11,429 shares; 2025Q2: 10,748 shares; 2025Q3: 10,014 shares; 2025Q4: 9,839 shares; 2026Q1: 9,575 shares 9,575 $1.06M 0.05% -264 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,747 shares; 2026Q1: 30,560 shares 30,560 $1.05M 0.05% +3,813 Timeline NFTY 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: 13,780 shares; 2024Q4: 12,980 shares; 2025Q1: 16,789 shares; 2025Q2: 16,689 shares; 2025Q3: 16,446 shares; 2025Q4: 19,203 shares; 2026Q1: 20,053 shares 20,053 $1.03M 0.05% +850 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: 6,376 shares; 2024Q4: 12,435 shares; 2025Q1: 11,943 shares; 2025Q2: 11,849 shares; 2025Q3: 9,268 shares; 2025Q4: 9,016 shares; 2026Q1: 9,269 shares 9,269 $1.02M 0.05% +253 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: 5,122 shares; 2024Q4: 4,609 shares; 2025Q1: 4,721 shares; 2025Q2: 4,810 shares; 2025Q3: 4,736 shares; 2025Q4: 4,630 shares; 2026Q1: 4,900 shares 4,900 $1.02M 0.05% +270 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: 24,290 shares; 2024Q4: 24,540 shares; 2025Q1: 24,790 shares; 2025Q2: 24,292 shares; 2025Q3: 25,633 shares; 2025Q4: 26,905 shares; 2026Q1: 26,939 shares 26,939 $1.02M 0.05% +34 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,960 shares; 2024Q4: 28,255 shares; 2025Q1: 28,304 shares; 2025Q2: 28,473 shares; 2025Q3: 29,392 shares; 2025Q4: 29,680 shares; 2026Q1: 30,134 shares 30,134 $1.01M 0.05% +454 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 12,523 shares; 2025Q1: 12,479 shares; 2025Q2: 12,392 shares; 2025Q3: 12,542 shares; 2025Q4: 12,438 shares; 2026Q1: 12,388 shares 12,388 $1.01M 0.05% -50 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: 114,981 shares; 2024Q4: 197,898 shares; 2025Q1: 159,040 shares; 2025Q2: 133,455 shares; 2025Q3: 24,587 shares; 2025Q4: 9,914 shares; 2026Q1: 8,000 shares 8,000 $1M 0.05% -1,914 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: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,721 shares; 2025Q2: 10,057 shares; 2025Q3: 10,323 shares; 2025Q4: 10,207 shares; 2026Q1: 10,274 shares 10,274 $992K 0.05% +67 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,292 shares; 2024Q4: 186,978 shares; 2025Q1: 29,821 shares; 2025Q2: 29,632 shares; 2025Q3: 49,567 shares; 2025Q4: 47,852 shares; 2026Q1: 45,815 shares 45,815 $984K 0.05% -2,037 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 9,010 shares; 2025Q4: 14,769 shares; 2026Q1: 21,355 shares 21,355 $984K 0.05% +6,586 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: 2,259 shares; 2024Q4: 2,344 shares; 2025Q1: 2,178 shares; 2025Q2: 2,679 shares; 2025Q3: 2,697 shares; 2025Q4: 2,708 shares; 2026Q1: 3,036 shares 3,036 $974K 0.05% +328 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: 11,921 shares; 2026Q1: 19,478 shares 19,478 $966K 0.05% +7,557 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: 20,236 shares; 2024Q4: 20,270 shares; 2025Q1: 20,270 shares; 2025Q2: 20,270 shares; 2025Q3: 20,182 shares; 2025Q4: 20,282 shares; 2026Q1: 20,391 shares 20,391 $951K 0.05% +109 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: 16,741 shares; 2024Q4: 16,906 shares; 2025Q1: 17,696 shares; 2025Q2: 17,478 shares; 2025Q3: 17,694 shares; 2025Q4: 18,967 shares; 2026Q1: 17,904 shares 17,904 $945K 0.05% -1,063 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: 7,839 shares; 2024Q4: 7,752 shares; 2025Q1: 5,761 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,269 shares; 2026Q1: 5,170 shares 5,170 $942K 0.05% -99 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: 17,059 shares; 2024Q4: 16,809 shares; 2025Q1: 16,809 shares; 2025Q2: 17,304 shares; 2025Q3: 17,504 shares; 2025Q4: 17,009 shares; 2026Q1: 17,009 shares 17,009 $921K 0.04% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 6,003 shares; 2025Q1: 6,178 shares; 2025Q2: 6,178 shares; 2025Q3: 7,365 shares; 2025Q4: 7,354 shares; 2026Q1: 6,948 shares 6,948 $910K 0.04% -406 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,441 shares; 2024Q4: 49,357 shares; 2025Q1: 57,299 shares; 2025Q2: 62,948 shares; 2025Q3: 63,748 shares; 2025Q4: 63,598 shares; 2026Q1: 62,232 shares 62,232 $886K 0.04% -1,366 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: 2,088 shares; 2024Q4: 2,046 shares; 2025Q1: 2,245 shares; 2025Q2: 2,216 shares; 2025Q3: 2,518 shares; 2025Q4: 2,524 shares; 2026Q1: 2,469 shares 2,469 $883K 0.04% -55 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: 7,767 shares; 2024Q4: 8,525 shares; 2025Q1: 6,853 shares; 2025Q2: 6,121 shares; 2025Q3: 6,321 shares; 2025Q4: 6,298 shares; 2026Q1: 6,680 shares 6,680 $882K 0.04% +382 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: 16,579 shares; 2024Q4: 16,774 shares; 2025Q1: 17,797 shares; 2025Q2: 18,702 shares; 2025Q3: 18,923 shares; 2025Q4: 18,624 shares; 2026Q1: 17,980 shares 17,980 $877K 0.04% -644 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: 7,642 shares; 2025Q1: 7,492 shares; 2025Q2: 7,482 shares; 2025Q3: 7,363 shares; 2025Q4: 6,981 shares; 2026Q1: 6,866 shares 6,866 $869K 0.04% -115 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,728 shares 6,728 $858K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,590 shares; 2024Q4: 9,774 shares; 2025Q1: 9,674 shares; 2025Q2: 9,699 shares; 2025Q3: 9,547 shares; 2025Q4: 9,729 shares; 2026Q1: 9,857 shares 9,857 $857K 0.04% +128 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: 4,002 shares; 2024Q4: 3,853 shares; 2025Q1: 2,781 shares; 2025Q2: 3,137 shares; 2025Q3: 2,785 shares; 2025Q4: 3,695 shares; 2026Q1: 3,981 shares 3,981 $856K 0.04% +286 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 5,677 shares; 2025Q1: 186,542 shares; 2025Q2: 264,434 shares; 2025Q3: 171,414 shares; 2025Q4: 23,252 shares; 2026Q1: 18,929 shares 18,929 $856K 0.04% -4,323 Timeline IFV 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: 36,622 shares; 2024Q4: 36,385 shares; 2025Q1: 35,955 shares; 2025Q2: 35,369 shares; 2025Q3: 34,091 shares; 2025Q4: 34,109 shares; 2026Q1: 33,843 shares 33,843 $855K 0.04% -266 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: 2,188 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares; 2026Q1: 3,477 shares 3,477 $849K 0.04% +2,114 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 9,273 shares; 2025Q1: 6,176 shares; 2025Q2: 5,836 shares; 2025Q3: 5,648 shares; 2025Q4: 5,396 shares; 2026Q1: 5,378 shares 5,378 $846K 0.04% -18 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: 3,851 shares; 2024Q4: 3,880 shares; 2025Q1: 4,171 shares; 2025Q2: 4,034 shares; 2025Q3: 4,041 shares; 2025Q4: 4,111 shares; 2026Q1: 3,915 shares 3,915 $845K 0.04% -196 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,684 shares; 2025Q1: 5,923 shares; 2025Q2: 6,734 shares; 2025Q3: 6,662 shares; 2025Q4: 6,495 shares; 2026Q1: 6,483 shares 6,483 $811K 0.04% -12 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,262 shares; 2024Q4: 21,677 shares; 2025Q1: 31,405 shares; 2025Q2: 31,070 shares; 2025Q3: 25,539 shares; 2025Q4: 25,104 shares; 2026Q1: 7,461 shares 7,461 $808K 0.04% -17,643 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: 7,794 shares; 2024Q4: 7,483 shares; 2025Q1: 6,858 shares; 2025Q2: 9,553 shares; 2025Q3: 8,821 shares; 2025Q4: 8,788 shares; 2026Q1: 8,659 shares 8,659 $784K 0.04% -129 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: 3,354 shares; 2024Q4: 3,228 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,671 shares; 2025Q4: 3,591 shares; 2026Q1: 3,392 shares 3,392 $779K 0.04% -199 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: 8,809 shares; 2024Q4: 8,878 shares; 2025Q1: 8,726 shares; 2025Q2: 9,251 shares; 2025Q3: 9,185 shares; 2025Q4: 9,077 shares; 2026Q1: 9,118 shares 9,118 $763K 0.04% +41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,324 shares; 2025Q1: 2,435 shares; 2025Q2: 2,436 shares; 2025Q3: 2,377 shares; 2025Q4: 2,329 shares; 2026Q1: 2,308 shares 2,308 $761K 0.04% -21 Timeline FEMB 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: 45,564 shares; 2024Q4: 42,303 shares; 2025Q1: 40,629 shares; 2025Q2: 39,724 shares; 2025Q3: 37,288 shares; 2025Q4: 33,973 shares; 2026Q1: 26,307 shares 26,307 $756K 0.04% -7,666 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,816 shares; 2024Q4: 14,072 shares; 2025Q1: 14,072 shares; 2025Q2: 13,664 shares; 2025Q3: 12,814 shares; 2025Q4: 10,049 shares; 2026Q1: 10,047 shares 10,047 $748K 0.04% -2 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,590 shares; 2024Q4: 17,727 shares; 2025Q1: 17,740 shares; 2025Q2: 16,561 shares; 2025Q3: 16,609 shares; 2025Q4: 16,050 shares; 2026Q1: 16,073 shares 16,073 $739K 0.04% +23 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 4,135 shares; 2025Q1: 5,964 shares; 2025Q2: 7,095 shares; 2025Q3: 7,815 shares; 2025Q4: 8,416 shares; 2026Q1: 8,524 shares 8,524 $739K 0.04% +108 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,732 shares; 2024Q4: 11,297 shares; 2025Q1: 9,892 shares; 2025Q2: 8,015 shares; 2025Q3: 6,212 shares; 2025Q4: 5,215 shares; 2026Q1: 4,921 shares 4,921 $738K 0.04% -294 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: 3,887 shares; 2024Q4: 3,938 shares; 2025Q1: 3,458 shares; 2025Q2: 4,729 shares; 2025Q3: 4,531 shares; 2025Q4: 4,532 shares; 2026Q1: 4,941 shares 4,941 $732K 0.04% +409 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,739 shares; 2024Q4: 12,140 shares; 2025Q1: 7,069 shares; 2025Q2: 8,337 shares; 2025Q3: 10,273 shares; 2025Q4: 11,501 shares; 2026Q1: 12,796 shares 12,796 $725K 0.04% +1,295 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,755 shares; 2025Q1: 3,447 shares; 2025Q2: 3,244 shares; 2025Q3: 3,252 shares; 2025Q4: 3,282 shares; 2026Q1: 3,381 shares 3,381 $714K 0.03% +99 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: 13,005 shares; 2024Q4: 14,823 shares; 2025Q1: 12,790 shares; 2025Q2: 12,867 shares; 2025Q3: 12,847 shares; 2025Q4: 12,860 shares; 2026Q1: 12,847 shares 12,847 $711K 0.03% -13 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: 4,344 shares; 2024Q4: 4,620 shares; 2025Q1: 4,216 shares; 2025Q2: 4,412 shares; 2025Q3: 4,719 shares; 2025Q4: 4,675 shares; 2026Q1: 5,115 shares 5,115 $708K 0.03% +440 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,974 shares; 2025Q4: 5,660 shares; 2026Q1: 5,956 shares 5,956 $704K 0.03% +296 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,368 shares; 2025Q1: 1,433 shares; 2025Q2: 1,343 shares; 2025Q3: 1,853 shares; 2025Q4: 1,827 shares; 2026Q1: 1,820 shares 1,820 $698K 0.03% -7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,012 shares 5,012 $693K 0.03% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,600 shares; 2024Q4: 42,700 shares; 2025Q1: 41,300 shares; 2025Q2: 41,122 shares; 2025Q3: 40,600 shares; 2025Q4: 39,099 shares; 2026Q1: 39,099 shares 39,099 $689K 0.03% 0 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: 12,261 shares; 2025Q1: 14,255 shares; 2025Q2: 14,683 shares; 2025Q3: 18,344 shares; 2025Q4: 22,667 shares; 2026Q1: 26,970 shares 26,970 $668K 0.03% +4,303 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,252 shares; 2025Q1: 4,199 shares; 2025Q2: 4,080 shares; 2025Q3: 4,016 shares; 2025Q4: 3,983 shares; 2026Q1: 3,952 shares 3,952 $667K 0.03% -31 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 2,052 shares; 2025Q1: 2,156 shares; 2025Q2: 2,256 shares; 2025Q3: 2,335 shares; 2025Q4: 2,233 shares; 2026Q1: 2,255 shares 2,255 $666K 0.03% +22 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 9,614 shares; 2025Q1: 9,614 shares; 2025Q2: 9,749 shares; 2025Q3: 10,709 shares; 2025Q4: 12,226 shares; 2026Q1: 11,314 shares 11,314 $665K 0.03% -912 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,880 shares; 2024Q4: 34,880 shares; 2025Q1: 32,880 shares; 2025Q2: 32,880 shares; 2025Q3: 32,880 shares; 2025Q4: 31,339 shares; 2026Q1: 27,645 shares 27,645 $658K 0.03% -3,694 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 13,626 shares; 2025Q1: 11,432 shares; 2025Q2: 12,865 shares; 2025Q3: 13,806 shares; 2025Q4: 13,782 shares; 2026Q1: 13,678 shares 13,678 $657K 0.03% -104 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 3,374 shares; 2025Q1: 3,243 shares; 2025Q2: 3,236 shares; 2025Q3: 3,398 shares; 2025Q4: 3,430 shares; 2026Q1: 3,431 shares 3,431 $650K 0.03% +1 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $643K 0.03% 0 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: 1,519 shares; 2024Q4: 1,581 shares; 2025Q1: 1,582 shares; 2025Q2: 1,572 shares; 2025Q3: 2,128 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares 2,113 $639K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,120 shares; 2024Q4: 54,981 shares; 2025Q1: 53,828 shares; 2025Q2: 53,925 shares; 2025Q3: 58,864 shares; 2025Q4: 57,974 shares; 2026Q1: 55,305 shares 55,305 $638K 0.03% -2,669 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,355 shares 1,355 $605K 0.03% +5 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,565 shares; 2024Q4: 56,392 shares; 2025Q1: 58,816 shares; 2025Q2: 66,280 shares; 2025Q3: 85,659 shares; 2025Q4: 15,792 shares; 2026Q1: 16,185 shares 16,185 $602K 0.03% +393 Timeline MODL 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: 6,376 shares; 2026Q1: 13,449 shares 13,449 $601K 0.03% +7,073 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: 10,839 shares; 2024Q4: 10,451 shares; 2025Q1: 10,518 shares; 2025Q2: 10,241 shares; 2025Q3: 10,028 shares; 2025Q4: 10,036 shares; 2026Q1: 10,057 shares 10,057 $596K 0.03% +21 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,888 shares; 2024Q4: 19,638 shares; 2025Q1: 20,631 shares; 2025Q2: 21,208 shares; 2025Q3: 21,957 shares; 2025Q4: 22,320 shares; 2026Q1: 23,260 shares 23,260 $594K 0.03% +940 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,633 shares; 2025Q1: 3,639 shares; 2025Q2: 3,647 shares; 2025Q3: 3,387 shares; 2025Q4: 3,243 shares; 2026Q1: 2,924 shares 2,924 $587K 0.03% -319 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: 2,537 shares; 2024Q4: 2,540 shares; 2025Q1: 2,429 shares; 2025Q2: 2,616 shares; 2025Q3: 2,844 shares; 2025Q4: 2,825 shares; 2026Q1: 3,555 shares 3,555 $585K 0.03% +730 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: 3,869 shares; 2024Q4: 4,058 shares; 2025Q1: 4,172 shares; 2025Q2: 4,446 shares; 2025Q3: 4,640 shares; 2025Q4: 4,792 shares; 2026Q1: 5,261 shares 5,261 $578K 0.03% +469 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,780 shares; 2024Q4: 10,782 shares; 2025Q1: 10,784 shares; 2025Q2: 9,286 shares; 2025Q3: 9,014 shares; 2025Q4: 9,016 shares; 2026Q1: 9,338 shares 9,338 $573K 0.03% +322 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,564 shares; 2025Q1: 8,592 shares; 2025Q2: 8,241 shares; 2025Q3: 7,026 shares; 2025Q4: 7,064 shares; 2026Q1: 7,068 shares 7,068 $572K 0.03% +4 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,779 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,741 shares; 2025Q4: 1,789 shares; 2026Q1: 1,646 shares 1,646 $568K 0.03% -143 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: 5,473 shares; 2024Q4: 5,529 shares; 2025Q1: 6,153 shares; 2025Q2: 7,599 shares; 2025Q3: 6,788 shares; 2025Q4: 7,016 shares; 2026Q1: 7,244 shares 7,244 $568K 0.03% +228 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 2,492 shares; 2025Q2: 3,579 shares; 2025Q3: 4,367 shares; 2025Q4: 4,311 shares; 2026Q1: 4,430 shares 4,430 $553K 0.03% +119 Timeline FXI 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: 7,533 shares; 2025Q1: 158 shares; 2025Q2: not reported; 2025Q3: 5,987 shares; 2025Q4: 13,168 shares; 2026Q1: 15,218 shares 15,218 $546K 0.03% +2,050 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,300 shares; 2025Q1: 2,310 shares; 2025Q2: 2,215 shares; 2025Q3: 2,144 shares; 2025Q4: 2,085 shares; 2026Q1: 2,048 shares 2,048 $546K 0.03% -37 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 3,811 shares; 2025Q1: 3,798 shares; 2025Q2: 4,932 shares; 2025Q3: 5,124 shares; 2025Q4: 5,205 shares; 2026Q1: 5,355 shares 5,355 $536K 0.03% +150 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,986 shares; 2024Q4: 289,987 shares; 2025Q1: 305,138 shares; 2025Q2: 217,563 shares; 2025Q3: 172,761 shares; 2025Q4: 8,508 shares; 2026Q1: 8,473 shares 8,473 $529K 0.03% -35 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,200 shares; 2025Q1: 3,994 shares; 2025Q2: 3,985 shares; 2025Q3: 4,289 shares; 2025Q4: 9,253 shares; 2026Q1: 10,470 shares 10,470 $523K 0.03% +1,217 Timeline FNY 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: 3,999 shares; 2024Q4: 4,009 shares; 2025Q1: 4,566 shares; 2025Q2: 4,396 shares; 2025Q3: 5,150 shares; 2025Q4: 5,370 shares; 2026Q1: 5,766 shares 5,766 $522K 0.03% +396 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 6,616 shares; 2025Q1: 7,195 shares; 2025Q2: 7,531 shares; 2025Q3: 7,804 shares; 2025Q4: 8,404 shares; 2026Q1: 10,248 shares 10,248 $521K 0.03% +1,844 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,374 shares; 2025Q1: 1,640 shares; 2025Q2: 1,680 shares; 2025Q3: 1,886 shares; 2025Q4: 1,851 shares; 2026Q1: 1,906 shares 1,906 $519K 0.03% +55 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: 14,088 shares; 2024Q4: 14,198 shares; 2025Q1: 14,001 shares; 2025Q2: 13,713 shares; 2025Q3: 14,098 shares; 2025Q4: 8,721 shares; 2026Q1: 8,900 shares 8,900 $515K 0.03% +179 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: 8,943 shares; 2024Q4: 8,524 shares; 2025Q1: 8,405 shares; 2025Q2: 8,151 shares; 2025Q3: 8,568 shares; 2025Q4: 8,126 shares; 2026Q1: 7,077 shares 7,077 $515K 0.03% -1,049 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: 20,388 shares; 2024Q4: 22,849 shares; 2025Q1: 31,326 shares; 2025Q2: 33,159 shares; 2025Q3: 45,181 shares; 2025Q4: 5,528 shares; 2026Q1: 4,224 shares 4,224 $512K 0.02% -1,304 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 7,652 shares; 2025Q1: 7,662 shares; 2025Q2: 7,675 shares; 2025Q3: 7,687 shares; 2025Q4: 7,699 shares; 2026Q1: 7,806 shares 7,806 $511K 0.02% +107 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: 4,191 shares; 2025Q1: 3,988 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,508 shares 4,508 $510K 0.02% +467 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,149 shares; 2024Q4: 44,149 shares; 2025Q1: 44,149 shares; 2025Q2: 44,149 shares; 2025Q3: 44,149 shares; 2025Q4: 44,149 shares; 2026Q1: 44,149 shares 44,149 $508K 0.02% 0 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: 10,932 shares; 2025Q3: 12,706 shares; 2025Q4: 13,826 shares; 2026Q1: 19,793 shares 19,793 $507K 0.02% +5,967 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,297 shares; 2025Q1: 2,272 shares; 2025Q2: 2,045 shares; 2025Q3: 2,026 shares; 2025Q4: 2,007 shares; 2026Q1: 2,058 shares 2,058 $504K 0.02% +51 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,099 shares; 2025Q1: 5,975 shares; 2025Q2: 10,101 shares; 2025Q3: 10,181 shares; 2025Q4: 10,168 shares; 2026Q1: 10,275 shares 10,275 $504K 0.02% +107 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,871 shares; 2024Q4: 6,169 shares; 2025Q1: 5,429 shares; 2025Q2: 5,429 shares; 2025Q3: 4,958 shares; 2025Q4: 4,758 shares; 2026Q1: 4,712 shares 4,712 $500K 0.02% -46 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,821 shares; 2025Q1: 1,963 shares; 2025Q2: 1,922 shares; 2025Q3: 2,179 shares; 2025Q4: 2,076 shares; 2026Q1: 2,086 shares 2,086 $499K 0.02% +10 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,075 shares; 2024Q4: 25,938 shares; 2025Q1: 23,165 shares; 2025Q2: 23,244 shares; 2025Q3: 21,329 shares; 2025Q4: 20,370 shares; 2026Q1: 4,602 shares 4,602 $497K 0.02% -15,768 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: 6,412 shares; 2024Q4: 6,166 shares; 2025Q1: 6,147 shares; 2025Q2: 12,667 shares; 2025Q3: 10,750 shares; 2025Q4: 10,555 shares; 2026Q1: 10,632 shares 10,632 $493K 0.02% +77 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,505 shares; 2026Q1: 5,318 shares 5,318 $491K 0.02% -187 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,577 shares; 2024Q4: 13,627 shares; 2025Q1: 13,627 shares; 2025Q2: 4,363 shares; 2025Q3: 4,022 shares; 2025Q4: 3,263 shares; 2026Q1: 4,195 shares 4,195 $482K 0.02% +932 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: 2,426 shares 2,426 $478K 0.02% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,589 shares; 2024Q4: 10,394 shares; 2025Q1: 9,494 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,300 shares; 2026Q1: 7,316 shares 7,316 $478K 0.02% +16 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,175 shares; 2024Q4: 171,723 shares; 2025Q1: 188,852 shares; 2025Q2: 13,260 shares; 2025Q3: 13,694 shares; 2025Q4: 12,007 shares; 2026Q1: 10,649 shares 10,649 $477K 0.02% -1,358 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: 5,248 shares; 2024Q4: 8,251 shares; 2025Q1: 8,255 shares; 2025Q2: 8,373 shares; 2025Q3: 8,396 shares; 2025Q4: 8,401 shares; 2026Q1: 8,467 shares 8,467 $477K 0.02% +66 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,511 shares; 2025Q1: 8,314 shares; 2025Q2: 8,320 shares; 2025Q3: 8,168 shares; 2025Q4: 8,101 shares; 2026Q1: 7,868 shares 7,868 $476K 0.02% -233 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: 8,996 shares; 2025Q1: 11,704 shares; 2025Q2: 11,991 shares; 2025Q3: 12,718 shares; 2025Q4: 14,014 shares; 2026Q1: 14,199 shares 14,199 $468K 0.02% +185 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,425 shares; 2025Q2: 2,944 shares; 2025Q3: 2,092 shares; 2025Q4: 2,033 shares; 2026Q1: 2,006 shares 2,006 $463K 0.02% -27 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: 3,643 shares; 2024Q4: 3,612 shares; 2025Q1: 3,680 shares; 2025Q2: 3,646 shares; 2025Q3: 3,397 shares; 2025Q4: 3,377 shares; 2026Q1: 4,019 shares 4,019 $456K 0.02% +642 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,498 shares; 2025Q1: 1,753 shares; 2025Q2: 1,823 shares; 2025Q3: 1,825 shares; 2025Q4: 1,827 shares; 2026Q1: 1,828 shares 1,828 $455K 0.02% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,916 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,918 shares 2,918 $454K 0.02% 0 Timeline EES 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: 6,626 shares; 2024Q4: 7,381 shares; 2025Q1: 7,553 shares; 2025Q2: 6,067 shares; 2025Q3: 6,460 shares; 2025Q4: 6,666 shares; 2026Q1: 7,760 shares 7,760 $450K 0.02% +1,094 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,404 shares; 2024Q4: 13,703 shares; 2025Q1: 14,396 shares; 2025Q2: 14,497 shares; 2025Q3: 15,705 shares; 2025Q4: 16,824 shares; 2026Q1: 23,690 shares 23,690 $449K 0.02% +6,866 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares 3,701 $447K 0.02% new Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 68,000 shares; 2025Q1: 68,000 shares; 2025Q2: 68,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares; 2026Q1: 68,000 shares 68,000 $447K 0.02% 0 Timeline VONV 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: 6,019 shares; 2024Q4: 6,019 shares; 2025Q1: 6,047 shares; 2025Q2: 6,047 shares; 2025Q3: 5,112 shares; 2025Q4: 4,754 shares; 2026Q1: 4,740 shares 4,740 $444K 0.02% -14 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,200 shares; 2025Q2: 12,135 shares; 2025Q3: 12,680 shares; 2025Q4: 15,757 shares; 2026Q1: 17,384 shares 17,384 $444K 0.02% +1,627 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: 2,523 shares; 2024Q4: 2,525 shares; 2025Q1: 2,445 shares; 2025Q2: 2,969 shares; 2025Q3: 3,016 shares; 2025Q4: 3,018 shares; 2026Q1: 3,029 shares 3,029 $442K 0.02% +11 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,835 shares; 2024Q4: 103,754 shares; 2025Q1: 125 shares; 2025Q2: 99 shares; 2025Q3: 5,667 shares; 2025Q4: 14,874 shares; 2026Q1: 14,815 shares 14,815 $440K 0.02% -59 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 7,643 shares; 2025Q1: 7,438 shares; 2025Q2: 7,451 shares; 2025Q3: 7,667 shares; 2025Q4: 7,686 shares; 2026Q1: 7,704 shares 7,704 $440K 0.02% +18 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,777 shares; 2025Q1: 3,593 shares; 2025Q2: 3,626 shares; 2025Q3: 3,646 shares; 2025Q4: 3,666 shares; 2026Q1: 3,959 shares 3,959 $435K 0.02% +293 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: 11,820 shares; 2024Q4: 12,339 shares; 2025Q1: 12,676 shares; 2025Q2: 13,103 shares; 2025Q3: 13,486 shares; 2025Q4: 13,763 shares; 2026Q1: 14,470 shares 14,470 $433K 0.02% +707 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 10,467 shares; 2025Q4: 14,065 shares; 2026Q1: 14,319 shares 14,319 $428K 0.02% +254 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,136 shares; 2024Q4: 27,636 shares; 2025Q1: 31,236 shares; 2025Q2: 31,236 shares; 2025Q3: 36,386 shares; 2025Q4: 38,410 shares; 2026Q1: 34,410 shares 34,410 $424K 0.02% -4,000 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,893 shares; 2025Q3: 4,683 shares; 2025Q4: 5,747 shares; 2026Q1: 5,377 shares 5,377 $417K 0.02% -370 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,945 shares; 2025Q1: 2,948 shares; 2025Q2: 2,951 shares; 2025Q3: 2,876 shares; 2025Q4: 2,880 shares; 2026Q1: 3,044 shares 3,044 $414K 0.02% +164 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,833 shares; 2025Q1: 3,168 shares; 2025Q2: 3,114 shares; 2025Q3: 2,116 shares; 2025Q4: 1,816 shares; 2026Q1: 1,970 shares 1,970 $409K 0.02% +154 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 4,449 shares; 2025Q3: 4,804 shares; 2025Q4: 5,007 shares; 2026Q1: 6,144 shares 6,144 $401K 0.02% +1,137 Timeline JHCR JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,804 shares 15,804 $400K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 231 shares 231 $399K 0.02% +2 Timeline SFLO 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: 11,571 shares; 2025Q1: 17,136 shares; 2025Q2: 13,024 shares; 2025Q3: 13,690 shares; 2025Q4: 12,997 shares; 2026Q1: 13,163 shares 13,163 $395K 0.02% +166 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: 3,518 shares; 2025Q2: 3,533 shares; 2025Q3: 3,717 shares; 2025Q4: 5,253 shares; 2026Q1: 6,642 shares 6,642 $392K 0.02% +1,389 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,700 shares; 2025Q1: 26,900 shares; 2025Q2: 26,685 shares; 2025Q3: 18,685 shares; 2025Q4: 16,200 shares; 2026Q1: 16,200 shares 16,200 $392K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares 2,040 $391K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,323 shares; 2025Q1: 4,323 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,123 shares; 2026Q1: 4,123 shares 4,123 $385K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,317 shares; 2026Q1: 3,317 shares 3,317 $383K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 3,454 shares; 2025Q3: 4,618 shares; 2025Q4: 4,441 shares; 2026Q1: 4,428 shares 4,428 $376K 0.02% -13 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,035 shares; 2024Q4: 21,935 shares; 2025Q1: 15,999 shares; 2025Q2: 20,600 shares; 2025Q3: 27,685 shares; 2025Q4: 27,775 shares; 2026Q1: 23,605 shares 23,605 $375K 0.02% -4,170 Timeline BBH 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: 2,170 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $367K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares 7,335 $366K 0.02% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 39,660 shares; 2025Q4: 39,705 shares; 2026Q1: 39,835 shares 39,835 $361K 0.02% +130 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,712 shares; 2026Q1: 1,722 shares 1,722 $360K 0.02% +10 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 321 shares; 2025Q4: 309 shares; 2026Q1: 308 shares 308 $357K 0.02% -1 Timeline DFAC 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: 9,173 shares; 2025Q1: 9,173 shares; 2025Q2: 10,255 shares; 2025Q3: 9,173 shares; 2025Q4: 9,173 shares; 2026Q1: 9,173 shares 9,173 $356K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 998 shares; 2025Q4: 1,000 shares; 2026Q1: 1,214 shares 1,214 $354K 0.02% +214 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: 66,188 shares; 2024Q4: 74,788 shares; 2025Q1: 105,500 shares; 2025Q2: 103,609 shares; 2025Q3: 109,986 shares; 2025Q4: 15,919 shares; 2026Q1: 11,042 shares 11,042 $353K 0.02% -4,877 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,508 shares; 2024Q4: 8,511 shares; 2025Q1: 9,168 shares; 2025Q2: 9,172 shares; 2025Q3: 8,597 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares 8,590 $353K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 2,050 shares; 2025Q1: 10,722 shares; 2025Q2: 12,863 shares; 2025Q3: 4,172 shares; 2025Q4: 3,987 shares; 2026Q1: 4,017 shares 4,017 $349K 0.02% +30 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,151 shares; 2025Q1: 6,173 shares; 2025Q2: 6,197 shares; 2025Q3: 6,219 shares; 2025Q4: 6,241 shares; 2026Q1: 6,264 shares 6,264 $349K 0.02% +23 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 7,327 shares; 2025Q1: 5,660 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $346K 0.02% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,000 shares; 2025Q1: 7,250 shares; 2025Q2: 7,150 shares; 2025Q3: 6,900 shares; 2025Q4: 6,375 shares; 2026Q1: 6,375 shares 6,375 $346K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,979 shares; 2024Q4: 10,880 shares; 2025Q1: 7,148 shares; 2025Q2: 8,013 shares; 2025Q3: 9,324 shares; 2025Q4: 7,756 shares; 2026Q1: 8,471 shares 8,471 $346K 0.02% +715 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,436 shares; 2025Q4: 1,434 shares; 2026Q1: 1,579 shares 1,579 $345K 0.02% +145 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,980 shares; 2025Q1: 1,801 shares; 2025Q2: 1,791 shares; 2025Q3: 1,930 shares; 2025Q4: 1,932 shares; 2026Q1: 1,988 shares 1,988 $345K 0.02% +56 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 2,364 shares 2,364 $343K 0.02% +573 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: 644 shares; 2024Q4: 626 shares; 2025Q1: 677 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 633 shares; 2026Q1: 637 shares 637 $343K 0.02% +4 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 608 shares; 2025Q4: 618 shares; 2026Q1: 617 shares 617 $339K 0.02% -1 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: 2,495 shares; 2024Q4: 2,501 shares; 2025Q1: 2,371 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,165 shares; 2026Q1: 2,427 shares 2,427 $338K 0.02% +262 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 15,656 shares; 2025Q1: 16,070 shares; 2025Q2: 15,464 shares; 2025Q3: 20,600 shares; 2025Q4: 3,362 shares; 2026Q1: 2,123 shares 2,123 $336K 0.02% -1,239 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,481 shares; 2024Q4: 54,845 shares; 2025Q1: 51,195 shares; 2025Q2: 58,149 shares; 2025Q3: 16,899 shares; 2025Q4: 15,170 shares; 2026Q1: 13,715 shares 13,715 $335K 0.02% -1,455 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: 2,474 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,487 shares; 2025Q4: 2,408 shares; 2026Q1: 2,422 shares 2,422 $332K 0.02% +14 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 711 shares; 2025Q4: 713 shares; 2026Q1: 715 shares 715 $332K 0.02% +2 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: 5,363 shares; 2024Q4: 5,618 shares; 2025Q1: 5,703 shares; 2025Q2: 5,736 shares; 2025Q3: 5,921 shares; 2025Q4: 5,964 shares; 2026Q1: 6,024 shares 6,024 $329K 0.02% +60 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,096 shares; 2025Q1: 7,168 shares; 2025Q2: 7,197 shares; 2025Q3: 7,198 shares; 2025Q4: 7,197 shares; 2026Q1: 9,895 shares 9,895 $329K 0.02% +2,698 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: 10,200 shares; 2025Q1: 8,612 shares; 2025Q2: 6,531 shares; 2025Q3: 6,853 shares; 2025Q4: 7,040 shares; 2026Q1: 7,092 shares 7,092 $325K 0.02% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 63 shares; 2025Q4: 65 shares; 2026Q1: 76 shares 76 $320K 0.02% +11 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,529 shares; 2025Q4: 7,804 shares; 2026Q1: 7,804 shares 7,804 $318K 0.02% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares 3,965 $317K 0.02% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 904 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares 868 $316K 0.02% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,290 shares; 2025Q4: 10,710 shares; 2026Q1: 14,584 shares 14,584 $315K 0.02% +3,874 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,684 shares; 2025Q1: 14,359 shares; 2025Q2: 14,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,074 shares 12,074 $313K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 5,775 shares; 2025Q1: 5,496 shares; 2025Q2: 5,809 shares; 2025Q3: 5,192 shares; 2025Q4: 5,182 shares; 2026Q1: 4,669 shares 4,669 $310K 0.02% -513 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,969 shares; 2025Q4: 13,648 shares; 2026Q1: 13,529 shares 13,529 $310K 0.02% -119 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 647 shares; 2025Q3: 627 shares; 2025Q4: 604 shares; 2026Q1: 614 shares 614 $301K 0.01% +10 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,118 shares 4,118 $299K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,253 shares; 2025Q1: 2,267 shares; 2025Q2: 1,911 shares; 2025Q3: 1,926 shares; 2025Q4: 1,947 shares; 2026Q1: 1,961 shares 1,961 $297K 0.01% +14 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: not reported; 2025Q1: not reported; 2025Q2: 3,727 shares; 2025Q3: 3,850 shares; 2025Q4: 3,970 shares; 2026Q1: 4,090 shares 4,090 $297K 0.01% +120 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,093 shares; 2025Q1: 2,112 shares; 2025Q2: 2,428 shares; 2025Q3: 2,403 shares; 2025Q4: 1,749 shares; 2026Q1: 2,084 shares 2,084 $295K 0.01% +335 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537,752 shares; 2025Q3: 783,611 shares; 2025Q4: 14,262 shares; 2026Q1: 11,116 shares 11,116 $294K 0.01% -3,146 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: 1,585 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,590 shares; 2025Q4: 1,577 shares; 2026Q1: 1,579 shares 1,579 $291K 0.01% +2 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: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 5,139 shares; 2025Q3: 5,929 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares 5,560 $289K 0.01% 0 Timeline GAP GAP INC More: the full row for GAP 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: 101,213 shares; 2026Q1: 11,938 shares 11,938 $289K 0.01% -89,275 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: 23,982 shares; 2024Q4: 23,207 shares; 2025Q1: 23,310 shares; 2025Q2: 23,538 shares; 2025Q3: 23,070 shares; 2025Q4: 22,909 shares; 2026Q1: 1,165 shares 1,165 $288K 0.01% -21,744 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: not reported; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,179 shares; 2026Q1: 3,160 shares 3,160 $288K 0.01% -19 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,972 shares; 2025Q4: 5,972 shares; 2026Q1: 5,972 shares 5,972 $285K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,406 shares; 2025Q1: 2,357 shares; 2025Q2: 1,711 shares; 2025Q3: 1,781 shares; 2025Q4: 1,793 shares; 2026Q1: 1,847 shares 1,847 $285K 0.01% +54 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,043 shares; 2025Q1: 2,056 shares; 2025Q2: 2,141 shares; 2025Q3: 2,657 shares; 2025Q4: 2,583 shares; 2026Q1: 3,056 shares 3,056 $281K 0.01% +473 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 5,579 shares; 2025Q1: 5,311 shares; 2025Q2: 5,574 shares; 2025Q3: 5,088 shares; 2025Q4: 5,102 shares; 2026Q1: 5,117 shares 5,117 $281K 0.01% +15 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,136 shares; 2025Q1: 10,665 shares; 2025Q2: 12,074 shares; 2025Q3: 11,889 shares; 2025Q4: 11,991 shares; 2026Q1: 12,046 shares 12,046 $279K 0.01% +55 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: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares 3,510 $278K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 586 shares; 2025Q2: 490 shares; 2025Q3: 515 shares; 2025Q4: 525 shares; 2026Q1: 570 shares 570 $276K 0.01% +45 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,869 shares; 2024Q4: 21,669 shares; 2025Q1: 21,769 shares; 2025Q2: 23,369 shares; 2025Q3: 23,369 shares; 2025Q4: 23,369 shares; 2026Q1: 23,369 shares 23,369 $271K 0.01% 0 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: 9,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 752 shares; 2026Q1: 785 shares 785 $270K 0.01% +33 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,040 shares; 2025Q1: 2,687 shares; 2025Q2: 2,036 shares; 2025Q3: 2,047 shares; 2025Q4: 2,072 shares; 2026Q1: 2,113 shares 2,113 $268K 0.01% +41 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: 1,308 shares; 2024Q4: 1,252 shares; 2025Q1: 1,253 shares; 2025Q2: 1,254 shares; 2025Q3: 1,262 shares; 2025Q4: 1,263 shares; 2026Q1: 1,289 shares 1,289 $268K 0.01% +26 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,875 shares; 2025Q2: 7,875 shares; 2025Q3: 7,875 shares; 2025Q4: 7,875 shares; 2026Q1: 7,875 shares 7,875 $268K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 10,370 shares; 2025Q3: 6,720 shares; 2025Q4: 5,045 shares; 2026Q1: 4,158 shares 4,158 $267K 0.01% -887 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: 4,089 shares; 2024Q4: 3,711 shares; 2025Q1: 3,712 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,716 shares; 2026Q1: 3,736 shares 3,736 $266K 0.01% +20 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,240 shares; 2025Q1: 3,267 shares; 2025Q2: 3,270 shares; 2025Q3: 3,179 shares; 2025Q4: 3,183 shares; 2026Q1: 3,128 shares 3,128 $266K 0.01% -55 Timeline JBL JABIL INC More: the full row for JABIL 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: 975 shares; 2025Q3: not reported; 2025Q4: 971 shares; 2026Q1: 974 shares 974 $259K 0.01% +3 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,088 shares; 2025Q1: 6,456 shares; 2025Q2: 6,511 shares; 2025Q3: 3,862 shares; 2025Q4: 3,568 shares; 2026Q1: 3,550 shares 3,550 $257K 0.01% -18 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,540 shares 5,540 $257K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,331 shares 3,331 $257K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,422 shares 1,422 $256K 0.01% +26 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,852 shares; 2025Q1: 4,742 shares; 2025Q2: 5,116 shares; 2025Q3: 5,181 shares; 2025Q4: 5,186 shares; 2026Q1: 5,202 shares 5,202 $255K 0.01% +16 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 6,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,130 shares 5,130 $255K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 5,740 shares 5,740 $252K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $251K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,281 shares; 2025Q3: 3,269 shares; 2025Q4: 3,212 shares; 2026Q1: 3,131 shares 3,131 $251K 0.01% -81 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,250 shares; 2025Q1: 1,261 shares; 2025Q2: 1,152 shares; 2025Q3: 1,156 shares; 2025Q4: 1,142 shares; 2026Q1: 1,115 shares 1,115 $250K 0.01% -27 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: 1,772 shares; 2025Q1: 1,752 shares; 2025Q2: 1,794 shares; 2025Q3: 2,074 shares; 2025Q4: 2,030 shares; 2026Q1: 1,714 shares 1,714 $248K 0.01% -316 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,089 shares 1,089 $245K 0.01% +8 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 20,000 shares; 2025Q1: 19,200 shares; 2025Q2: 18,100 shares; 2025Q3: 17,600 shares; 2025Q4: 12,475 shares; 2026Q1: 12,050 shares 12,050 $245K 0.01% -425 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 2,046 shares 2,046 $244K 0.01% +520 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 9,215 shares 9,215 $244K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,179 shares 5,179 $243K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares 5,285 $241K 0.01% 0 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 6,650 shares; 2025Q4: 7,478 shares; 2026Q1: 7,603 shares 7,603 $240K 0.01% +125 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares 2,340 $235K 0.01% 0 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: not reported; 2025Q1: 2,069 shares; 2025Q2: 2,138 shares; 2025Q3: 2,174 shares; 2025Q4: 2,050 shares; 2026Q1: 2,024 shares 2,024 $234K 0.01% -26 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: 766 shares; 2024Q4: 686 shares; 2025Q1: 764 shares; 2025Q2: 759 shares; 2025Q3: 528 shares; 2025Q4: not reported; 2026Q1: 463 shares 463 $230K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,725 shares; 2024Q4: 102,277 shares; 2025Q1: 76,832 shares; 2025Q2: 64,640 shares; 2025Q3: 9,915 shares; 2025Q4: 9,102 shares; 2026Q1: 6,522 shares 6,522 $229K 0.01% -2,580 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: 4,896 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 2,929 shares; 2025Q3: 2,933 shares; 2025Q4: 2,939 shares; 2026Q1: 2,881 shares 2,881 $228K 0.01% -58 Timeline APTV APTIV PLC More: the full row for APTIV 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: 2,464 shares; 2025Q4: 2,850 shares; 2026Q1: 3,278 shares 3,278 $228K 0.01% +428 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 7,357 shares; 2025Q2: 6,201 shares; 2025Q3: 6,201 shares; 2025Q4: 5,936 shares; 2026Q1: 5,936 shares 5,936 $227K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,647 shares; 2025Q4: 3,507 shares; 2026Q1: 3,132 shares 3,132 $227K 0.01% -375 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,471 shares 3,471 $226K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 728 shares; 2025Q1: 669 shares; 2025Q2: 682 shares; 2025Q3: 658 shares; 2025Q4: 641 shares; 2026Q1: 620 shares 620 $225K 0.01% -21 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 4,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $225K 0.01% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,859 shares; 2025Q3: 16,697 shares; 2025Q4: 16,697 shares; 2026Q1: 15,516 shares 15,516 $224K 0.01% -1,181 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: 8,410 shares; 2024Q4: 8,153 shares; 2025Q1: 4,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,432 shares; 2026Q1: 2,428 shares 2,428 $224K 0.01% -4 Timeline