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: 65,904 shares; 2024Q4: 65,007 shares; 2025Q1: 63,800 shares; 2025Q2: 61,818 shares; 2025Q3: 60,197 shares; 2025Q4: 57,410 shares; 2026Q1: 56,785 shares 56,785 $14.4M 5.74% -625 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: 430,729 shares; 2024Q4: 434,388 shares; 2025Q1: 465,534 shares; 2025Q2: 484,380 shares; 2025Q3: 493,868 shares; 2025Q4: 504,946 shares; 2026Q1: 536,184 shares 536,184 $9.52M 3.79% +31,238 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: 40,756 shares; 2024Q4: 43,233 shares; 2025Q1: 45,022 shares; 2025Q2: 46,049 shares; 2025Q3: 46,870 shares; 2025Q4: 46,430 shares; 2026Q1: 47,897 shares 47,897 $9.19M 3.66% +1,467 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,542 shares; 2024Q4: 93,627 shares; 2025Q1: 101,670 shares; 2025Q2: 104,665 shares; 2025Q3: 107,005 shares; 2025Q4: 105,351 shares; 2026Q1: 109,517 shares 109,517 $7.69M 3.06% +4,166 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: 103,999 shares; 2024Q4: 108,508 shares; 2025Q1: 111,417 shares; 2025Q2: 111,744 shares; 2025Q3: 111,907 shares; 2025Q4: 107,840 shares; 2026Q1: 106,453 shares 106,453 $7.19M 2.87% -1,387 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: 127,991 shares; 2024Q4: 178,707 shares; 2025Q1: 159,597 shares; 2025Q2: 153,162 shares; 2025Q3: 144,104 shares; 2025Q4: 131,677 shares; 2026Q1: 131,909 shares 131,909 $6.64M 2.65% +232 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,661 shares; 2024Q4: 107,539 shares; 2025Q1: 114,040 shares; 2025Q2: 119,399 shares; 2025Q3: 124,380 shares; 2025Q4: 128,037 shares; 2026Q1: 137,924 shares 137,924 $6.22M 2.48% +9,887 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,391 shares; 2024Q4: 127,652 shares; 2025Q1: 134,808 shares; 2025Q2: 133,472 shares; 2025Q3: 137,459 shares; 2025Q4: 143,591 shares; 2026Q1: 147,830 shares 147,830 $5.76M 2.3% +4,239 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,911 shares; 2024Q4: 85,680 shares; 2025Q1: 96,041 shares; 2025Q2: 104,052 shares; 2025Q3: 109,186 shares; 2025Q4: 121,543 shares; 2026Q1: 125,251 shares 125,251 $5.71M 2.28% +3,708 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: 27,419 shares; 2024Q4: 27,036 shares; 2025Q1: 27,270 shares; 2025Q2: 28,506 shares; 2025Q3: 27,433 shares; 2025Q4: 27,274 shares; 2026Q1: 27,309 shares 27,309 $5.69M 2.27% +35 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: 9,780 shares; 2024Q4: 9,424 shares; 2025Q1: 9,072 shares; 2025Q2: 8,842 shares; 2025Q3: 8,621 shares; 2025Q4: 8,099 shares; 2026Q1: 7,975 shares 7,975 $5.21M 2.08% -124 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: 9,511 shares; 2024Q4: 9,616 shares; 2025Q1: 8,550 shares; 2025Q2: 9,353 shares; 2025Q3: 8,948 shares; 2025Q4: 8,598 shares; 2026Q1: 8,541 shares 8,541 $4.93M 1.97% -57 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: 22,989 shares; 2024Q4: 22,607 shares; 2025Q1: 25,566 shares; 2025Q2: 25,540 shares; 2025Q3: 25,269 shares; 2025Q4: 25,468 shares; 2026Q1: 25,853 shares 25,853 $4.51M 1.8% +385 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: 32,469 shares; 2024Q4: 32,728 shares; 2025Q1: 33,416 shares; 2025Q2: 33,023 shares; 2025Q3: 33,323 shares; 2025Q4: 33,261 shares; 2026Q1: 33,829 shares 33,829 $4.21M 1.68% +568 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,418 shares; 2024Q4: 52,576 shares; 2025Q1: 52,375 shares; 2025Q2: 52,238 shares; 2025Q3: 51,752 shares; 2025Q4: 51,596 shares; 2026Q1: 51,448 shares 51,448 $4.1M 1.63% -148 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: 10,577 shares; 2024Q4: 10,627 shares; 2025Q1: 10,963 shares; 2025Q2: 11,263 shares; 2025Q3: 11,042 shares; 2025Q4: 11,146 shares; 2026Q1: 10,736 shares 10,736 $3.97M 1.58% -410 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,777 shares; 2025Q3: 92,335 shares; 2025Q4: 90,935 shares; 2026Q1: 89,713 shares 89,713 $3.8M 1.51% -1,222 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,411 shares; 2024Q4: 72,011 shares; 2025Q1: 79,242 shares; 2025Q2: 81,148 shares; 2025Q3: 79,403 shares; 2025Q4: 82,702 shares; 2026Q1: 72,821 shares 72,821 $3.64M 1.45% -9,881 Timeline HYLS 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: 61,555 shares; 2024Q4: 62,900 shares; 2025Q1: 73,651 shares; 2025Q2: 76,201 shares; 2025Q3: 77,459 shares; 2025Q4: 81,287 shares; 2026Q1: 88,901 shares 88,901 $3.61M 1.44% +7,614 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: 30,069 shares; 2024Q4: 27,935 shares; 2025Q1: 27,946 shares; 2025Q2: 27,828 shares; 2025Q3: 26,882 shares; 2025Q4: 25,629 shares; 2026Q1: 25,635 shares 25,635 $3.19M 1.27% +6 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: 5,782 shares; 2024Q4: 5,711 shares; 2025Q1: 5,643 shares; 2025Q2: 5,565 shares; 2025Q3: 5,586 shares; 2025Q4: 5,583 shares; 2026Q1: 5,524 shares 5,524 $3.11M 1.24% -59 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 19,700 shares; 2025Q1: 19,228 shares; 2025Q2: 19,659 shares; 2025Q3: 19,332 shares; 2025Q4: 18,903 shares; 2026Q1: 19,502 shares 19,502 $2.78M 1.11% +599 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,929 shares; 2024Q4: 56,223 shares; 2025Q1: 60,023 shares; 2025Q2: 72,019 shares; 2025Q3: 76,192 shares; 2025Q4: 77,366 shares; 2026Q1: 81,173 shares 81,173 $2.75M 1.1% +3,807 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: 54,127 shares; 2024Q4: 52,546 shares; 2025Q1: 53,326 shares; 2025Q2: 58,039 shares; 2025Q3: 59,064 shares; 2025Q4: 60,667 shares; 2026Q1: 69,224 shares 69,224 $2.69M 1.07% +8,557 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,072 shares; 2024Q4: 11,024 shares; 2025Q1: 11,043 shares; 2025Q2: 11,059 shares; 2025Q3: 11,045 shares; 2025Q4: 11,006 shares; 2026Q1: 14,931 shares 14,931 $2.53M 1.01% +3,925 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,665 shares; 2025Q1: 3,668 shares; 2025Q2: 3,671 shares; 2025Q3: 3,737 shares; 2025Q4: 3,763 shares; 2026Q1: 3,549 shares 3,549 $2.51M 1% -214 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,620 shares; 2024Q4: 192,016 shares; 2025Q1: 191,305 shares; 2025Q2: 192,438 shares; 2025Q3: 189,834 shares; 2025Q4: 194,283 shares; 2026Q1: 198,163 shares 198,163 $2.39M 0.95% +3,880 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: 58,947 shares; 2024Q4: 62,292 shares; 2025Q1: 62,525 shares; 2025Q2: 66,134 shares; 2025Q3: 67,284 shares; 2025Q4: 67,805 shares; 2026Q1: 69,208 shares 69,208 $2.35M 0.94% +1,403 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,651 shares; 2024Q4: 47,009 shares; 2025Q1: 47,169 shares; 2025Q2: 46,029 shares; 2025Q3: 45,156 shares; 2025Q4: 43,896 shares; 2026Q1: 43,403 shares 43,403 $2.2M 0.88% -493 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: 41,173 shares; 2024Q4: 42,053 shares; 2025Q1: 43,956 shares; 2025Q2: 45,205 shares; 2025Q3: 43,351 shares; 2025Q4: 44,470 shares; 2026Q1: 46,139 shares 46,139 $2.17M 0.87% +1,669 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: 7,838 shares; 2024Q4: 6,730 shares; 2025Q1: 6,745 shares; 2025Q2: 7,017 shares; 2025Q3: 6,723 shares; 2025Q4: 6,737 shares; 2026Q1: 6,846 shares 6,846 $2.12M 0.84% +109 Timeline FEMS 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: 42,347 shares; 2024Q4: 43,327 shares; 2025Q1: 44,994 shares; 2025Q2: 45,376 shares; 2025Q3: 45,183 shares; 2025Q4: 45,181 shares; 2026Q1: 45,257 shares 45,257 $2.06M 0.82% +76 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: 4,190 shares; 2024Q4: 4,236 shares; 2025Q1: 5,417 shares; 2025Q2: 6,319 shares; 2025Q3: 6,371 shares; 2025Q4: 6,920 shares; 2026Q1: 7,041 shares 7,041 $2.02M 0.81% +121 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: 29,426 shares; 2024Q4: 30,418 shares; 2025Q1: 30,353 shares; 2025Q2: 28,630 shares; 2025Q3: 27,818 shares; 2025Q4: 31,375 shares; 2026Q1: 33,480 shares 33,480 $2M 0.8% +2,105 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: 24,449 shares; 2024Q4: 23,899 shares; 2025Q1: 23,762 shares; 2025Q2: 23,372 shares; 2025Q3: 22,511 shares; 2025Q4: 21,910 shares; 2026Q1: 21,027 shares 21,027 $1.95M 0.78% -883 Timeline DFAS 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: 14,938 shares; 2024Q4: 16,794 shares; 2025Q1: 18,647 shares; 2025Q2: 20,581 shares; 2025Q3: 22,908 shares; 2025Q4: 24,166 shares; 2026Q1: 27,350 shares 27,350 $1.95M 0.78% +3,184 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: 4,193 shares; 2024Q4: 4,118 shares; 2025Q1: 4,213 shares; 2025Q2: 4,607 shares; 2025Q3: 4,489 shares; 2025Q4: 4,596 shares; 2026Q1: 4,962 shares 4,962 $1.84M 0.74% +366 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,081 shares; 2025Q2: 10,561 shares; 2025Q3: 13,425 shares; 2025Q4: 18,856 shares; 2026Q1: 24,537 shares 24,537 $1.77M 0.71% +5,681 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: 10,019 shares; 2024Q4: 9,701 shares; 2025Q1: 9,784 shares; 2025Q2: 9,007 shares; 2025Q3: 8,373 shares; 2025Q4: 8,445 shares; 2026Q1: 8,616 shares 8,616 $1.73M 0.69% +171 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: 36,580 shares; 2024Q4: 40,618 shares; 2025Q1: 50,895 shares; 2025Q2: 54,793 shares; 2025Q3: 57,373 shares; 2025Q4: 58,870 shares; 2026Q1: 64,270 shares 64,270 $1.64M 0.65% +5,400 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: 21,525 shares; 2024Q4: 18,517 shares; 2025Q1: 23,263 shares; 2025Q2: 25,762 shares; 2025Q3: 28,215 shares; 2025Q4: 31,031 shares; 2026Q1: 31,665 shares 31,665 $1.42M 0.57% +634 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: 22,555 shares; 2024Q4: 22,691 shares; 2025Q1: 22,310 shares; 2025Q2: 22,208 shares; 2025Q3: 21,062 shares; 2025Q4: 21,219 shares; 2026Q1: 20,623 shares 20,623 $1.41M 0.56% -596 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: 4,851 shares; 2024Q4: 5,479 shares; 2025Q1: 5,507 shares; 2025Q2: 5,669 shares; 2025Q3: 5,742 shares; 2025Q4: 5,707 shares; 2026Q1: 5,577 shares 5,577 $1.38M 0.55% -130 Timeline DFIC 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: 32,476 shares; 2024Q4: 33,611 shares; 2025Q1: 33,640 shares; 2025Q2: 32,134 shares; 2025Q3: 33,711 shares; 2025Q4: 35,071 shares; 2026Q1: 38,434 shares 38,434 $1.37M 0.54% +3,363 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: 4,174 shares; 2024Q4: 4,331 shares; 2025Q1: 4,640 shares; 2025Q2: 4,921 shares; 2025Q3: 4,789 shares; 2025Q4: 4,790 shares; 2026Q1: 4,615 shares 4,615 $1.33M 0.53% -175 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,737 shares; 2025Q4: 20,022 shares; 2026Q1: 50,381 shares 50,381 $1.32M 0.53% +30,359 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: 32,243 shares; 2024Q4: 32,466 shares; 2025Q1: 32,681 shares; 2025Q2: 33,909 shares; 2025Q3: 34,780 shares; 2025Q4: 36,030 shares; 2026Q1: 34,766 shares 34,766 $1.32M 0.52% -1,264 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,877 shares; 2024Q4: 31,970 shares; 2025Q1: 33,582 shares; 2025Q2: 36,205 shares; 2025Q3: 42,514 shares; 2025Q4: 45,283 shares; 2026Q1: 45,471 shares 45,471 $1.25M 0.5% +188 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,740 shares; 2024Q4: 11,236 shares; 2025Q1: 11,265 shares; 2025Q2: 11,471 shares; 2025Q3: 11,812 shares; 2025Q4: 11,884 shares; 2026Q1: 12,014 shares 12,014 $1.22M 0.49% +130 Timeline REGL 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: 15,672 shares; 2024Q4: 14,799 shares; 2025Q1: 13,437 shares; 2025Q2: 13,104 shares; 2025Q3: 12,952 shares; 2025Q4: 13,884 shares; 2026Q1: 13,895 shares 13,895 $1.2M 0.48% +11 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,265 shares; 2024Q4: 38,706 shares; 2025Q1: 46,881 shares; 2025Q2: 50,685 shares; 2025Q3: 51,106 shares; 2025Q4: 50,122 shares; 2026Q1: 51,714 shares 51,714 $1.19M 0.47% +1,592 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: 34,047 shares; 2024Q4: 33,489 shares; 2025Q1: 34,496 shares; 2025Q2: 34,713 shares; 2025Q3: 34,937 shares; 2025Q4: 35,159 shares; 2026Q1: 35,350 shares 35,350 $1.19M 0.47% +191 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: 1,750 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 2,363 shares; 2026Q1: 2,755 shares 2,755 $1.17M 0.47% +392 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,279 shares; 2024Q4: 19,283 shares; 2025Q1: 20,359 shares; 2025Q2: 20,088 shares; 2025Q3: 20,748 shares; 2025Q4: 22,278 shares; 2026Q1: 23,366 shares 23,366 $1.13M 0.45% +1,088 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 6,254 shares; 2025Q1: 8,639 shares; 2025Q2: 8,746 shares; 2025Q3: 8,914 shares; 2025Q4: 9,356 shares; 2026Q1: 10,062 shares 10,062 $1.11M 0.44% +706 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: 32,698 shares; 2024Q4: 33,847 shares; 2025Q1: 33,847 shares; 2025Q2: 33,847 shares; 2025Q3: 32,553 shares; 2025Q4: 32,591 shares; 2026Q1: 32,518 shares 32,518 $1.1M 0.44% -73 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,528 shares; 2025Q4: 3,036 shares; 2026Q1: 3,210 shares 3,210 $1.08M 0.43% +174 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: 12,377 shares; 2024Q4: 12,302 shares; 2025Q1: 12,703 shares; 2025Q2: 13,903 shares; 2025Q3: 14,897 shares; 2025Q4: 14,759 shares; 2026Q1: 14,759 shares 14,759 $1.06M 0.42% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,838 shares; 2024Q4: 24,833 shares; 2025Q1: 24,678 shares; 2025Q2: 24,796 shares; 2025Q3: 24,152 shares; 2025Q4: 23,513 shares; 2026Q1: 23,615 shares 23,615 $1.03M 0.41% +102 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396,389 shares 396,389 $995K 0.4% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 11,962 shares; 2025Q1: 11,963 shares; 2025Q2: 11,963 shares; 2025Q3: 11,955 shares; 2025Q4: 11,933 shares; 2026Q1: 12,527 shares 12,527 $985K 0.39% +594 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,248 shares; 2025Q3: 7,568 shares; 2025Q4: 8,018 shares; 2026Q1: 8,350 shares 8,350 $949K 0.38% +332 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: 2,152 shares; 2024Q4: 2,420 shares; 2025Q1: 2,587 shares; 2025Q2: 3,205 shares; 2025Q3: 3,209 shares; 2025Q4: 3,213 shares; 2026Q1: 3,217 shares 3,217 $938K 0.37% +4 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 13,006 shares; 2025Q1: 13,041 shares; 2025Q2: 13,577 shares; 2025Q3: 13,618 shares; 2025Q4: 14,159 shares; 2026Q1: 14,195 shares 14,195 $922K 0.37% +36 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 703 shares; 2025Q1: 1,051 shares; 2025Q2: 1,329 shares; 2025Q3: 1,390 shares; 2025Q4: 1,404 shares; 2026Q1: 1,399 shares 1,399 $910K 0.36% -5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,019 shares; 2025Q1: 6,023 shares; 2025Q2: 6,075 shares; 2025Q3: 5,927 shares; 2025Q4: 5,874 shares; 2026Q1: 5,812 shares 5,812 $903K 0.36% -62 Timeline IBHF 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: 14,513 shares; 2024Q4: 16,459 shares; 2025Q1: 24,128 shares; 2025Q2: 37,902 shares; 2025Q3: 42,279 shares; 2025Q4: 47,222 shares; 2026Q1: 39,084 shares 39,084 $897K 0.36% -8,138 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: 4,057 shares; 2024Q4: 4,059 shares; 2025Q1: 4,060 shares; 2025Q2: 4,133 shares; 2025Q3: 4,169 shares; 2025Q4: 4,123 shares; 2026Q1: 4,075 shares 4,075 $886K 0.35% -48 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,082 shares; 2024Q4: 284,691 shares; 2025Q1: 287,920 shares; 2025Q2: 288,628 shares; 2025Q3: 286,067 shares; 2025Q4: 260,059 shares; 2026Q1: 246,965 shares 246,965 $877K 0.35% -13,094 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: 15,888 shares; 2024Q4: 15,281 shares; 2025Q1: 15,821 shares; 2025Q2: 15,634 shares; 2025Q3: 14,524 shares; 2025Q4: 13,969 shares; 2026Q1: 13,896 shares 13,896 $840K 0.33% -73 Timeline FAB 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: 8,583 shares; 2024Q4: 9,064 shares; 2025Q1: 8,962 shares; 2025Q2: 8,978 shares; 2025Q3: 9,040 shares; 2025Q4: 8,949 shares; 2026Q1: 8,828 shares 8,828 $835K 0.33% -121 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: 8,411 shares; 2024Q4: 8,968 shares; 2025Q1: 8,745 shares; 2025Q2: 8,782 shares; 2025Q3: 8,713 shares; 2025Q4: 8,794 shares; 2026Q1: 8,994 shares 8,994 $814K 0.32% +200 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 12,602 shares; 2025Q1: 14,556 shares; 2025Q2: 14,772 shares; 2025Q3: 16,356 shares; 2025Q4: 20,299 shares; 2026Q1: 20,438 shares 20,438 $803K 0.32% +139 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: 9,315 shares; 2024Q4: 9,336 shares; 2025Q1: 9,261 shares; 2025Q2: 9,289 shares; 2025Q3: 9,322 shares; 2025Q4: 9,418 shares; 2026Q1: 8,849 shares 8,849 $800K 0.32% -569 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,155 shares; 2024Q4: 88,462 shares; 2025Q1: 89,751 shares; 2025Q2: 89,520 shares; 2025Q3: 90,332 shares; 2025Q4: 79,743 shares; 2026Q1: 75,923 shares 75,923 $772K 0.31% -3,820 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: 2,772 shares; 2024Q4: 2,950 shares; 2025Q1: 3,075 shares; 2025Q2: 3,100 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares 3,073 $751K 0.3% 0 Timeline GRID 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: 2,702 shares; 2025Q4: 3,871 shares; 2026Q1: 4,496 shares 4,496 $735K 0.29% +625 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares; 2026Q1: 1,319 shares 1,319 $724K 0.29% +327 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,541 shares; 2024Q4: 10,163 shares; 2025Q1: 9,622 shares; 2025Q2: 9,627 shares; 2025Q3: 9,623 shares; 2025Q4: 9,603 shares; 2026Q1: 9,501 shares 9,501 $724K 0.29% -102 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,821 shares; 2025Q1: 22,201 shares; 2025Q2: 21,690 shares; 2025Q3: 23,354 shares; 2025Q4: 25,345 shares; 2026Q1: 28,991 shares 28,991 $719K 0.29% +3,646 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: 8,972 shares; 2024Q4: 8,767 shares; 2025Q1: 8,361 shares; 2025Q2: 9,335 shares; 2025Q3: 9,347 shares; 2025Q4: 12,769 shares; 2026Q1: 12,186 shares 12,186 $716K 0.29% -583 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,618 shares; 2025Q3: 8,303 shares; 2025Q4: 8,107 shares; 2026Q1: 8,964 shares 8,964 $705K 0.28% +857 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: 5,351 shares; 2024Q4: 5,351 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,251 shares; 2026Q1: 6,103 shares 6,103 $702K 0.28% +852 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: not reported; 2024Q4: 2,184 shares; 2025Q1: 2,186 shares; 2025Q2: 2,189 shares; 2025Q3: 2,191 shares; 2025Q4: 2,194 shares; 2026Q1: 3,515 shares 3,515 $678K 0.27% +1,321 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: 12,488 shares; 2024Q4: 14,776 shares; 2025Q1: 12,883 shares; 2025Q2: 13,600 shares; 2025Q3: 13,675 shares; 2025Q4: 13,639 shares; 2026Q1: 13,495 shares 13,495 $677K 0.27% -144 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: 1,572 shares; 2024Q4: 1,577 shares; 2025Q1: 1,606 shares; 2025Q2: 1,754 shares; 2025Q3: 1,653 shares; 2025Q4: 1,073 shares; 2026Q1: 1,107 shares 1,107 $669K 0.27% +34 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: 472 shares; 2024Q4: 352 shares; 2025Q1: 356 shares; 2025Q2: 362 shares; 2025Q3: 458 shares; 2025Q4: 6,213 shares; 2026Q1: 6,910 shares 6,910 $664K 0.26% +697 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,476 shares; 2026Q1: 2,770 shares 2,770 $658K 0.26% +1,294 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: 1,214 shares; 2024Q4: 1,215 shares; 2025Q1: 1,196 shares; 2025Q2: 1,185 shares; 2025Q3: 1,170 shares; 2025Q4: 1,167 shares; 2026Q1: 2,211 shares 2,211 $650K 0.26% +1,044 Timeline DFIS 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: 17,504 shares; 2024Q4: 16,493 shares; 2025Q1: 16,996 shares; 2025Q2: 16,232 shares; 2025Q3: 17,713 shares; 2025Q4: 19,125 shares; 2026Q1: 18,966 shares 18,966 $639K 0.25% -159 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,178 shares; 2024Q4: 25,369 shares; 2025Q1: 25,940 shares; 2025Q2: 26,525 shares; 2025Q3: 27,375 shares; 2025Q4: 27,924 shares; 2026Q1: 28,488 shares 28,488 $624K 0.25% +564 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,063 shares; 2026Q1: 25,510 shares 25,510 $606K 0.24% +5,447 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,645 shares; 2026Q1: 1,663 shares 1,663 $595K 0.24% +18 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $574K 0.23% 0 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,008 shares; 2024Q4: 18,644 shares; 2025Q1: 19,260 shares; 2025Q2: 15,278 shares; 2025Q3: 14,527 shares; 2025Q4: 13,431 shares; 2026Q1: 14,190 shares 14,190 $568K 0.23% +759 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,096 shares; 2025Q1: 2,057 shares; 2025Q2: 2,058 shares; 2025Q3: 2,035 shares; 2025Q4: 2,023 shares; 2026Q1: 1,872 shares 1,872 $566K 0.23% -151 Timeline DFEM 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: 16,307 shares; 2024Q4: 16,386 shares; 2025Q1: 15,848 shares; 2025Q2: 15,595 shares; 2025Q3: 16,049 shares; 2025Q4: 16,560 shares; 2026Q1: 15,869 shares 15,869 $548K 0.22% -691 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,080 shares; 2026Q1: 7,715 shares 7,715 $544K 0.22% +1,635 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,673 shares; 2024Q4: 29,067 shares; 2025Q1: 28,876 shares; 2025Q2: 29,731 shares; 2025Q3: 29,866 shares; 2025Q4: 29,931 shares; 2026Q1: 30,097 shares 30,097 $542K 0.22% +166 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: 8,271 shares; 2024Q4: 8,225 shares; 2025Q1: 7,548 shares; 2025Q2: 7,519 shares; 2025Q3: 7,501 shares; 2025Q4: 7,720 shares; 2026Q1: 8,059 shares 8,059 $541K 0.22% +339 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,763 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,752 shares; 2025Q4: 1,702 shares; 2026Q1: 1,610 shares 1,610 $530K 0.21% -92 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,217 shares; 2025Q1: 6,166 shares; 2025Q2: 5,759 shares; 2025Q3: 5,717 shares; 2025Q4: 5,717 shares; 2026Q1: 12,588 shares 12,588 $528K 0.21% +6,871 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 5,542 shares; 2025Q3: 6,165 shares; 2025Q4: 6,094 shares; 2026Q1: 5,427 shares 5,427 $525K 0.21% -667 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,052 shares; 2024Q4: 21,301 shares; 2025Q1: 21,623 shares; 2025Q2: 21,547 shares; 2025Q3: 21,860 shares; 2025Q4: 21,083 shares; 2026Q1: 20,230 shares 20,230 $524K 0.21% -853 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,916 shares; 2024Q4: 34,146 shares; 2025Q1: 33,045 shares; 2025Q2: 32,919 shares; 2025Q3: 32,911 shares; 2025Q4: 32,408 shares; 2026Q1: 30,563 shares 30,563 $523K 0.21% -1,845 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,008 shares; 2025Q2: 4,240 shares; 2025Q3: 4,294 shares; 2025Q4: 5,762 shares; 2026Q1: 6,133 shares 6,133 $519K 0.21% +371 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: 2,821 shares; 2024Q4: 2,461 shares; 2025Q1: 2,425 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,384 shares; 2026Q1: 2,215 shares 2,215 $518K 0.21% -169 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,840 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,690 shares; 2026Q1: 2,590 shares 2,590 $515K 0.21% +900 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: 988 shares; 2024Q4: 989 shares; 2025Q1: 990 shares; 2025Q2: 991 shares; 2025Q3: 993 shares; 2025Q4: 944 shares; 2026Q1: 945 shares 945 $508K 0.2% +1 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 17,386 shares; 2025Q1: 18,118 shares; 2025Q2: 18,501 shares; 2025Q3: 19,005 shares; 2025Q4: 22,367 shares; 2026Q1: 22,570 shares 22,570 $505K 0.2% +203 Timeline JHPI 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: 18,784 shares; 2024Q4: 20,063 shares; 2025Q1: 20,240 shares; 2025Q2: 21,535 shares; 2025Q3: 21,474 shares; 2025Q4: 21,661 shares; 2026Q1: 22,065 shares 22,065 $498K 0.2% +404 Timeline DFUV 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: 11,376 shares; 2024Q4: 11,424 shares; 2025Q1: 10,983 shares; 2025Q2: 11,017 shares; 2025Q3: 10,298 shares; 2025Q4: 10,298 shares; 2026Q1: 10,273 shares 10,273 $498K 0.2% -25 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 731 shares; 2025Q1: 719 shares; 2025Q2: 389 shares; 2025Q3: 377 shares; 2025Q4: 387 shares; 2026Q1: 376 shares 376 $496K 0.2% -11 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,817 shares; 2025Q1: 3,740 shares; 2025Q2: 4,529 shares; 2025Q3: 4,799 shares; 2025Q4: 4,950 shares; 2026Q1: 5,588 shares 5,588 $496K 0.2% +638 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: 3,596 shares; 2024Q4: 3,588 shares; 2025Q1: 3,595 shares; 2025Q2: 3,602 shares; 2025Q3: 3,609 shares; 2025Q4: 3,602 shares; 2026Q1: 3,740 shares 3,740 $490K 0.2% +138 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: 2,557 shares; 2024Q4: 2,555 shares; 2025Q1: 2,601 shares; 2025Q2: 2,750 shares; 2025Q3: 2,753 shares; 2025Q4: 2,701 shares; 2026Q1: 2,641 shares 2,641 $487K 0.19% -60 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,494 shares; 2024Q4: 12,966 shares; 2025Q1: 10,909 shares; 2025Q2: 7,906 shares; 2025Q3: 7,766 shares; 2025Q4: 8,487 shares; 2026Q1: 8,739 shares 8,739 $482K 0.19% +252 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: 3,556 shares; 2024Q4: 3,481 shares; 2025Q1: 3,483 shares; 2025Q2: 3,487 shares; 2025Q3: 3,490 shares; 2025Q4: 3,294 shares; 2026Q1: 3,297 shares 3,297 $476K 0.19% +3 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,170 shares; 2024Q4: 9,041 shares; 2025Q1: 9,049 shares; 2025Q2: 9,112 shares; 2025Q3: 9,120 shares; 2025Q4: 7,684 shares; 2026Q1: 7,742 shares 7,742 $474K 0.19% +58 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 17,340 shares; 2025Q1: 17,568 shares; 2025Q2: 17,839 shares; 2025Q3: 15,318 shares; 2025Q4: 20,172 shares; 2026Q1: 20,328 shares 20,328 $471K 0.19% +156 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,161 shares; 2026Q1: 24,023 shares 24,023 $470K 0.19% -1,138 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: 1,035 shares; 2024Q4: 1,064 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,068 shares 1,068 $467K 0.19% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,703 shares; 2026Q1: 2,703 shares 2,703 $457K 0.18% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $450K 0.18% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,551 shares; 2024Q4: 7,401 shares; 2025Q1: 7,495 shares; 2025Q2: 7,899 shares; 2025Q3: 7,481 shares; 2025Q4: 7,636 shares; 2026Q1: 7,598 shares 7,598 $450K 0.18% -38 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,599 shares; 2025Q1: 1,572 shares; 2025Q2: 1,768 shares; 2025Q3: 1,919 shares; 2025Q4: 2,034 shares; 2026Q1: 2,166 shares 2,166 $446K 0.18% +132 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,027 shares; 2025Q1: 3,035 shares; 2025Q2: 3,045 shares; 2025Q3: 3,054 shares; 2025Q4: 3,062 shares; 2026Q1: 3,071 shares 3,071 $445K 0.18% +9 Timeline DUHP 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: 11,385 shares; 2024Q4: 10,569 shares; 2025Q1: 11,369 shares; 2025Q2: 11,401 shares; 2025Q3: 11,206 shares; 2025Q4: 10,721 shares; 2026Q1: 12,008 shares 12,008 $441K 0.18% +1,287 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: 10,754 shares; 2024Q4: 10,680 shares; 2025Q1: 11,624 shares; 2025Q2: 11,465 shares; 2025Q3: 10,786 shares; 2025Q4: 10,784 shares; 2026Q1: 11,069 shares 11,069 $436K 0.17% +285 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,402 shares 13,402 $418K 0.17% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,010 shares; 2026Q1: 8,306 shares 8,306 $416K 0.17% +1,296 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,970 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,773 shares; 2026Q1: 2,675 shares 2,675 $409K 0.16% -98 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,648 shares; 2025Q1: 5,672 shares; 2025Q2: 5,642 shares; 2025Q3: 5,665 shares; 2025Q4: 5,687 shares; 2026Q1: 5,687 shares 5,687 $408K 0.16% 0 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 14,538 shares; 2025Q1: 14,538 shares; 2025Q2: 14,538 shares; 2025Q3: 14,538 shares; 2025Q4: 14,538 shares; 2026Q1: 14,538 shares 14,538 $407K 0.16% 0 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: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $403K 0.16% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,200 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $392K 0.16% 0 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,391 shares; 2024Q4: 15,391 shares; 2025Q1: 15,391 shares; 2025Q2: 15,391 shares; 2025Q3: 15,391 shares; 2025Q4: 15,391 shares; 2026Q1: 15,391 shares 15,391 $382K 0.15% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,050 shares; 2026Q1: 7,687 shares 7,687 $380K 0.15% +637 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: 19,950 shares; 2024Q4: 13,344 shares; 2025Q1: 13,353 shares; 2025Q2: 7,944 shares; 2025Q3: 7,952 shares; 2025Q4: 7,962 shares; 2026Q1: 7,299 shares 7,299 $380K 0.15% -663 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: 378 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 401 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $370K 0.15% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,301 shares; 2025Q1: 1,351 shares; 2025Q2: 1,415 shares; 2025Q3: 1,427 shares; 2025Q4: 1,329 shares; 2026Q1: 646 shares 646 $370K 0.15% -683 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 5,955 shares; 2025Q1: 6,539 shares; 2025Q2: 6,642 shares; 2025Q3: 6,666 shares; 2025Q4: 6,782 shares; 2026Q1: 7,565 shares 7,565 $364K 0.14% +783 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: 526 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $357K 0.14% 0 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,718 shares; 2024Q4: 17,129 shares; 2025Q1: 17,525 shares; 2025Q2: 17,984 shares; 2025Q3: 15,995 shares; 2025Q4: 16,254 shares; 2026Q1: 16,567 shares 16,567 $354K 0.14% +313 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $350K 0.14% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares 3,488 $346K 0.14% new Timeline FTRI 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: 51,790 shares; 2024Q4: 36,204 shares; 2025Q1: 27,419 shares; 2025Q2: 18,365 shares; 2025Q3: 18,417 shares; 2025Q4: 18,490 shares; 2026Q1: 19,089 shares 19,089 $341K 0.14% +599 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $329K 0.13% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,439 shares 2,439 $325K 0.13% new Timeline FXR 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: 5,173 shares; 2024Q4: 5,056 shares; 2025Q1: 4,551 shares; 2025Q2: 4,553 shares; 2025Q3: 3,994 shares; 2025Q4: 3,951 shares; 2026Q1: 3,930 shares 3,930 $321K 0.13% -21 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,163 shares; 2024Q4: 44,799 shares; 2025Q1: 45,109 shares; 2025Q2: 44,716 shares; 2025Q3: 45,215 shares; 2025Q4: 45,189 shares; 2026Q1: 45,697 shares 45,697 $317K 0.13% +508 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,448 shares; 2025Q3: 1,561 shares; 2025Q4: 1,562 shares; 2026Q1: 1,527 shares 1,527 $316K 0.13% -35 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,500 shares; 2025Q1: 2,643 shares; 2025Q2: 3,101 shares; 2025Q3: 3,192 shares; 2025Q4: 3,178 shares; 2026Q1: 3,341 shares 3,341 $314K 0.13% +163 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,376 shares; 2025Q1: 1,363 shares; 2025Q2: 1,364 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares; 2026Q1: 1,368 shares 1,368 $309K 0.12% +1 Timeline GJUN 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: 8,696 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 8,696 shares; 2025Q3: 9,505 shares; 2025Q4: 8,361 shares; 2026Q1: 7,825 shares 7,825 $308K 0.12% -536 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,385 shares 4,385 $304K 0.12% new Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,161 shares; 2025Q3: 9,161 shares; 2025Q4: 10,887 shares; 2026Q1: 13,971 shares 13,971 $303K 0.12% +3,084 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: 2,700 shares; 2024Q4: 2,542 shares; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 2,492 shares 2,492 $300K 0.12% +110 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,071 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $299K 0.12% 0 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,913 shares 30,913 $293K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,229 shares; 2025Q4: 1,236 shares; 2026Q1: 1,044 shares 1,044 $282K 0.11% -192 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares 2,560 $280K 0.11% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,898 shares; 2024Q4: 27,179 shares; 2025Q1: 32,512 shares; 2025Q2: 32,937 shares; 2025Q3: 30,289 shares; 2025Q4: 29,367 shares; 2026Q1: 29,493 shares 29,493 $279K 0.11% +126 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,607 shares; 2025Q1: 4,205 shares; 2025Q2: 4,257 shares; 2025Q3: 4,119 shares; 2025Q4: 4,261 shares; 2026Q1: 3,976 shares 3,976 $277K 0.11% -285 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: 9,690 shares; 2024Q4: 8,926 shares; 2025Q1: 7,597 shares; 2025Q2: 5,997 shares; 2025Q3: 5,754 shares; 2025Q4: 5,847 shares; 2026Q1: 5,527 shares 5,527 $270K 0.11% -320 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: 8,182 shares; 2024Q4: 7,376 shares; 2025Q1: 6,892 shares; 2025Q2: 6,041 shares; 2025Q3: 6,031 shares; 2025Q4: 6,070 shares; 2026Q1: 6,106 shares 6,106 $266K 0.11% +36 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,594 shares 5,594 $265K 0.11% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,379 shares; 2025Q1: 5,386 shares; 2025Q2: 5,212 shares; 2025Q3: 5,398 shares; 2025Q4: 5,403 shares; 2026Q1: 5,410 shares 5,410 $264K 0.11% +7 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 2,106 shares; 2026Q1: 1,794 shares 1,794 $262K 0.1% -312 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: 1,505 shares; 2024Q4: 1,594 shares; 2025Q1: 1,598 shares; 2025Q2: 1,602 shares; 2025Q3: 1,607 shares; 2025Q4: 1,505 shares; 2026Q1: 1,509 shares 1,509 $260K 0.1% +4 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: 5,299 shares; 2024Q4: 4,518 shares; 2025Q1: 4,275 shares; 2025Q2: 4,357 shares; 2025Q3: 4,423 shares; 2025Q4: 4,487 shares; 2026Q1: 4,554 shares 4,554 $258K 0.1% +67 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9,161 shares; 2025Q1: 9,258 shares; 2025Q2: 9,395 shares; 2025Q3: 9,521 shares; 2025Q4: 9,648 shares; 2026Q1: 9,566 shares 9,566 $258K 0.1% -82 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: not reported; 2024Q4: not reported; 2025Q1: 7,814 shares; 2025Q2: 7,859 shares; 2025Q3: 7,844 shares; 2025Q4: not reported; 2026Q1: 8,656 shares 8,656 $251K 0.1% new Timeline DIHP 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: not reported; 2025Q2: 7,218 shares; 2025Q3: 7,242 shares; 2025Q4: 7,251 shares; 2026Q1: 7,744 shares 7,744 $250K 0.1% +493 Timeline PSCE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,048 shares 4,048 $247K 0.1% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares 339 $246K 0.1% new 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: 2,810 shares; 2024Q4: 2,814 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,739 shares; 2025Q4: 2,139 shares; 2026Q1: 2,081 shares 2,081 $246K 0.1% -58 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: 499 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 522 shares; 2025Q3: 517 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $242K 0.1% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,975 shares; 2025Q1: 6,023 shares; 2025Q2: 6,023 shares; 2025Q3: 6,023 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares 6,023 $238K 0.09% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 985 shares; 2025Q2: 987 shares; 2025Q3: 989 shares; 2025Q4: not reported; 2026Q1: 836 shares 836 $237K 0.09% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,098 shares; 2025Q1: 3,103 shares; 2025Q2: 3,112 shares; 2025Q3: 2,656 shares; 2025Q4: 2,594 shares; 2026Q1: 2,582 shares 2,582 $236K 0.09% -12 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,369 shares; 2025Q1: 5,069 shares; 2025Q2: 4,417 shares; 2025Q3: 4,593 shares; 2025Q4: 4,720 shares; 2026Q1: 4,988 shares 4,988 $230K 0.09% +268 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,208 shares 6,208 $230K 0.09% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $224K 0.09% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,050 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,025 shares; 2026Q1: 1,000 shares 1,000 $219K 0.09% -25 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,618 shares 10,618 $216K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,144 shares; 2026Q1: 1,158 shares 1,158 $216K 0.09% +14 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares 309 $216K 0.09% new Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,748 shares 9,748 $212K 0.08% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,985 shares; 2025Q4: 5,985 shares; 2026Q1: 5,985 shares 5,985 $211K 0.08% 0 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: 1,033 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,035 shares; 2025Q3: 1,036 shares; 2025Q4: 1,036 shares; 2026Q1: 1,037 shares 1,037 $206K 0.08% +1 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,291 shares; 2024Q4: 33,291 shares; 2025Q1: 33,464 shares; 2025Q2: 34,209 shares; 2025Q3: 35,140 shares; 2025Q4: 35,140 shares; 2026Q1: 31,062 shares 31,062 $172K 0.07% -4,078 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,294 shares; 2024Q4: 30,449 shares; 2025Q1: 31,285 shares; 2025Q2: 32,104 shares; 2025Q3: 25,002 shares; 2025Q4: 23,100 shares; 2026Q1: 23,489 shares 23,489 $165K 0.07% +389 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,312 shares; 2024Q4: 22,481 shares; 2025Q1: 15,655 shares; 2025Q2: 16,982 shares; 2025Q3: 14,859 shares; 2025Q4: 13,145 shares; 2026Q1: 13,622 shares 13,622 $150K 0.06% +477 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,202 shares; 2024Q4: 25,309 shares; 2025Q1: 25,033 shares; 2025Q2: 24,942 shares; 2025Q3: 24,702 shares; 2025Q4: 24,942 shares; 2026Q1: 23,928 shares 23,928 $134K 0.05% -1,014 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,045 shares; 2024Q4: 33,037 shares; 2025Q1: 33,566 shares; 2025Q2: 23,262 shares; 2025Q3: 23,778 shares; 2025Q4: 24,441 shares; 2026Q1: 24,841 shares 24,841 $121K 0.05% +400 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 11,501 shares; 2025Q1: 11,385 shares; 2025Q2: 12,151 shares; 2025Q3: 12,345 shares; 2025Q4: 12,474 shares; 2026Q1: 12,738 shares 12,738 $117K 0.05% +264 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: 11,013 shares; 2024Q4: 11,106 shares; 2025Q1: 10,928 shares; 2025Q2: not reported; 2025Q3: 10,051 shares; 2025Q4: 10,097 shares; 2026Q1: 10,141 shares 10,141 $117K 0.05% +44 Timeline VSEEW VSEE HEALTH INC More: the full row for VSEE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,000 shares; 2024Q4: 121,000 shares; 2025Q1: 121,000 shares; 2025Q2: 121,000 shares; 2025Q3: 121,000 shares; 2025Q4: 121,000 shares; 2026Q1: 121,000 shares 121,000 $4.25K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,550 shares 23,550 $165 <0.01% new