FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 4,055 shares 4,055 $393K 0.03% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 2,327 shares; 2025Q4: 2,255 shares; 2026Q1: 2,184 shares 2,184 $392K 0.03% -71 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: 739 shares; 2024Q4: 734 shares; 2025Q1: 936 shares; 2025Q2: 731 shares; 2025Q3: 763 shares; 2025Q4: 801 shares; 2026Q1: 713 shares 713 $392K 0.03% -88 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,904 shares; 2025Q2: 8,519 shares; 2025Q3: 8,976 shares; 2025Q4: 8,575 shares; 2026Q1: 8,478 shares 8,478 $391K 0.03% -97 Timeline IHAK 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: 8,107 shares; 2025Q2: 8,533 shares; 2025Q3: 8,699 shares; 2025Q4: 8,305 shares; 2026Q1: 8,953 shares 8,953 $391K 0.03% +648 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,062 shares; 2026Q1: 2,290 shares 2,290 $389K 0.03% +228 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: 4,328 shares; 2025Q1: 5,852 shares; 2025Q2: 7,863 shares; 2025Q3: 7,190 shares; 2025Q4: 6,139 shares; 2026Q1: 5,983 shares 5,983 $389K 0.03% -156 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,081 shares; 2026Q1: 7,712 shares 7,712 $389K 0.03% +1,631 Timeline IEI 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: 3,307 shares; 2024Q4: 8,967 shares; 2025Q1: 7,088 shares; 2025Q2: 6,469 shares; 2025Q3: 5,343 shares; 2025Q4: 3,756 shares; 2026Q1: 3,274 shares 3,274 $388K 0.03% -482 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: 1,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares 293 $387K 0.03% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,316 shares; 2025Q4: 3,769 shares; 2026Q1: 3,847 shares 3,847 $386K 0.03% +78 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,067 shares; 2025Q1: 43,181 shares; 2025Q2: 48,329 shares; 2025Q3: 51,552 shares; 2025Q4: 57,639 shares; 2026Q1: 37,821 shares 37,821 $385K 0.03% -19,818 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: 4,769 shares; 2024Q4: 5,059 shares; 2025Q1: 4,989 shares; 2025Q2: 5,029 shares; 2025Q3: 9,155 shares; 2025Q4: 8,744 shares; 2026Q1: 8,179 shares 8,179 $384K 0.03% -565 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,393 shares; 2026Q1: 5,081 shares 5,081 $384K 0.03% +688 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: 5,530 shares; 2024Q4: 5,314 shares; 2025Q1: 5,344 shares; 2025Q2: 5,385 shares; 2025Q3: 5,622 shares; 2025Q4: 5,846 shares; 2026Q1: 1,338 shares 1,338 $384K 0.03% -4,508 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,216 shares; 2025Q2: 3,694 shares; 2025Q3: 3,082 shares; 2025Q4: 2,597 shares; 2026Q1: 5,227 shares 5,227 $380K 0.03% +2,630 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,940 shares; 2026Q1: 16,420 shares 16,420 $380K 0.03% +6,480 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: 23,714 shares; 2024Q4: 29,085 shares; 2025Q1: 31,203 shares; 2025Q2: 31,785 shares; 2025Q3: 8,869 shares; 2025Q4: 8,936 shares; 2026Q1: 4,373 shares 4,373 $379K 0.03% -4,563 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 19,955 shares; 2025Q3: 22,688 shares; 2025Q4: 21,867 shares; 2026Q1: 20,521 shares 20,521 $377K 0.03% -1,346 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,757 shares; 2025Q1: 7,653 shares; 2025Q2: 7,528 shares; 2025Q3: 7,217 shares; 2025Q4: 10,208 shares; 2026Q1: 8,068 shares 8,068 $376K 0.03% -2,140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 2,995 shares 2,995 $375K 0.03% -236 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,223 shares; 2026Q1: 8,223 shares 8,223 $373K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 4,551 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,238 shares; 2025Q4: 2,438 shares; 2026Q1: 2,263 shares 2,263 $371K 0.03% -175 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 6,642 shares; 2025Q1: 5,024 shares; 2025Q2: 4,310 shares; 2025Q3: 17,860 shares; 2025Q4: 17,823 shares; 2026Q1: 4,129 shares 4,129 $371K 0.03% -13,694 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY 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: 47,843 shares; 2026Q1: 46,343 shares 46,343 $371K 0.03% -1,500 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: 589 shares; 2024Q4: 2,465 shares; 2025Q1: 1,057 shares; 2025Q2: 1,162 shares; 2025Q3: 1,141 shares; 2025Q4: 1,116 shares; 2026Q1: 799 shares 799 $370K 0.03% -317 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,722 shares; 2025Q1: 1,927 shares; 2025Q2: 1,778 shares; 2025Q3: 1,857 shares; 2025Q4: 1,865 shares; 2026Q1: 2,267 shares 2,267 $368K 0.03% +402 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,095 shares; 2024Q4: 15,809 shares; 2025Q1: 15,809 shares; 2025Q2: 15,149 shares; 2025Q3: 15,149 shares; 2025Q4: 13,629 shares; 2026Q1: 13,996 shares 13,996 $368K 0.03% +367 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: 6,361 shares; 2025Q4: 6,617 shares; 2026Q1: 7,692 shares 7,692 $367K 0.03% +1,075 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,065 shares; 2025Q4: 13,674 shares; 2026Q1: 13,340 shares 13,340 $366K 0.03% -334 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,135 shares; 2024Q4: 121,566 shares; 2025Q1: 142,375 shares; 2025Q2: 151,438 shares; 2025Q3: 79,219 shares; 2025Q4: 85,333 shares; 2026Q1: 7,821 shares 7,821 $363K 0.03% -77,512 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: 963 shares; 2024Q4: 1,043 shares; 2025Q1: 1,248 shares; 2025Q2: 1,265 shares; 2025Q3: 1,413 shares; 2025Q4: 972 shares; 2026Q1: 1,021 shares 1,021 $361K 0.03% +49 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,217 shares; 2026Q1: 2,180 shares 2,180 $361K 0.03% -37 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,547 shares; 2025Q4: 4,498 shares; 2026Q1: 4,488 shares 4,488 $361K 0.03% -10 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,391 shares; 2025Q1: 3,482 shares; 2025Q2: 3,697 shares; 2025Q3: 3,434 shares; 2025Q4: 3,452 shares; 2026Q1: 3,401 shares 3,401 $360K 0.03% -51 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 9,183 shares; 2025Q4: 13,973 shares; 2026Q1: 13,254 shares 13,254 $360K 0.03% -719 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: 8,489 shares; 2025Q4: 8,564 shares; 2026Q1: 8,810 shares 8,810 $359K 0.03% +246 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: 1,889 shares; 2024Q4: 1,787 shares; 2025Q1: 1,799 shares; 2025Q2: 1,743 shares; 2025Q3: 1,747 shares; 2025Q4: 1,721 shares; 2026Q1: 1,726 shares 1,726 $359K 0.03% +5 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $357K 0.03% 0 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,435 shares; 2024Q4: 13,435 shares; 2025Q1: 13,435 shares; 2025Q2: 13,435 shares; 2025Q3: 13,435 shares; 2025Q4: 12,876 shares; 2026Q1: 12,390 shares 12,390 $355K 0.03% -486 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: 11,946 shares; 2024Q4: 9,656 shares; 2025Q1: 10,322 shares; 2025Q2: 9,861 shares; 2025Q3: 11,012 shares; 2025Q4: 11,580 shares; 2026Q1: 3,927 shares 3,927 $355K 0.03% -7,653 Timeline PXI 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: 5,965 shares 5,965 $355K 0.03% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,620 shares; 2024Q4: 122,617 shares; 2025Q1: 122,884 shares; 2025Q2: 122,899 shares; 2025Q3: 124,694 shares; 2025Q4: 113,404 shares; 2026Q1: 8,138 shares 8,138 $355K 0.03% -105,266 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,440 shares; 2024Q4: 35,488 shares; 2025Q1: 32,861 shares; 2025Q2: 31,000 shares; 2025Q3: 23,740 shares; 2025Q4: 23,740 shares; 2026Q1: 23,740 shares 23,740 $353K 0.03% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 992 shares; 2026Q1: 896 shares 896 $353K 0.03% -96 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 13,328 shares; 2025Q2: 9,565 shares; 2025Q3: 1,214 shares; 2025Q4: 1,089 shares; 2026Q1: 1,481 shares 1,481 $350K 0.03% +392 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: 9,141 shares; 2024Q4: 9,337 shares; 2025Q1: 9,444 shares; 2025Q2: 9,492 shares; 2025Q3: 10,176 shares; 2025Q4: 11,036 shares; 2026Q1: 12,141 shares 12,141 $349K 0.03% +1,105 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 13,545 shares; 2025Q1: 13,466 shares; 2025Q2: 10,928 shares; 2025Q3: 12,676 shares; 2025Q4: 12,176 shares; 2026Q1: 10,278 shares 10,278 $346K 0.03% -1,898 Timeline PRN 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: 14,845 shares; 2024Q4: 13,788 shares; 2025Q1: 16,653 shares; 2025Q2: 17,390 shares; 2025Q3: 15,808 shares; 2025Q4: 1,887 shares; 2026Q1: 1,767 shares 1,767 $344K 0.03% -120 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,341 shares; 2026Q1: 6,281 shares 6,281 $344K 0.03% -60 Timeline SOXQ 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: 5,212 shares; 2025Q1: not reported; 2025Q2: 5,623 shares; 2025Q3: 5,644 shares; 2025Q4: 5,779 shares; 2026Q1: 5,754 shares 5,754 $344K 0.03% -25 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,543 shares; 2025Q2: 6,790 shares; 2025Q3: 6,830 shares; 2025Q4: 14,585 shares; 2026Q1: 7,354 shares 7,354 $343K 0.03% -7,231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,131 shares; 2026Q1: 2,238 shares 2,238 $343K 0.03% +107 Timeline SAUG 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: 13,086 shares; 2026Q1: 13,283 shares 13,283 $342K 0.03% +197 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: 168 shares; 2024Q4: 202 shares; 2025Q1: 214 shares; 2025Q2: 215 shares; 2025Q3: 232 shares; 2025Q4: 215 shares; 2026Q1: 81 shares 81 $341K 0.02% -134 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: not reported; 2024Q4: 3,492 shares; 2025Q1: 3,565 shares; 2025Q2: 2,475 shares; 2025Q3: 2,550 shares; 2025Q4: 3,139 shares; 2026Q1: 2,683 shares 2,683 $341K 0.02% -456 Timeline PZA 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: 8,960 shares; 2024Q4: 12,544 shares; 2025Q1: 13,835 shares; 2025Q2: 12,579 shares; 2025Q3: 12,814 shares; 2025Q4: 14,088 shares; 2026Q1: 14,788 shares 14,788 $340K 0.02% +700 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,036 shares; 2025Q2: 6,252 shares; 2025Q3: 7,194 shares; 2025Q4: 6,921 shares; 2026Q1: 6,680 shares 6,680 $339K 0.02% -241 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares; 2026Q1: 6,825 shares 6,825 $339K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 4,443 shares 4,443 $338K 0.02% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,778 shares; 2025Q2: 8,142 shares; 2025Q3: 10,587 shares; 2025Q4: 10,311 shares; 2026Q1: 10,390 shares 10,390 $337K 0.02% +79 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to 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: 11,041 shares 11,041 $337K 0.02% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 922 shares; 2025Q4: 762 shares; 2026Q1: 957 shares 957 $336K 0.02% +195 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,082 shares; 2025Q4: 3,103 shares; 2026Q1: 2,965 shares 2,965 $336K 0.02% -138 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,094 shares; 2025Q3: 11,514 shares; 2025Q4: 12,593 shares; 2026Q1: 13,074 shares 13,074 $334K 0.02% +481 Timeline PGHY 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: 17,749 shares; 2025Q1: 17,775 shares; 2025Q2: 17,244 shares; 2025Q3: 16,319 shares; 2025Q4: 16,771 shares; 2026Q1: 17,092 shares 17,092 $332K 0.02% +321 Timeline PTF 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: 36,441 shares; 2024Q4: 32,690 shares; 2025Q1: not reported; 2025Q2: 40,163 shares; 2025Q3: 38,385 shares; 2025Q4: 4,118 shares; 2026Q1: 3,839 shares 3,839 $331K 0.02% -279 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,908 shares; 2024Q4: 36,721 shares; 2025Q1: 35,989 shares; 2025Q2: 36,973 shares; 2025Q3: 37,127 shares; 2025Q4: 2,971 shares; 2026Q1: 3,237 shares 3,237 $331K 0.02% +266 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: 2,810 shares; 2024Q4: 3,337 shares; 2025Q1: 3,608 shares; 2025Q2: 5,060 shares; 2025Q3: 3,646 shares; 2025Q4: 3,830 shares; 2026Q1: 3,964 shares 3,964 $328K 0.02% +134 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,918 shares; 2025Q1: 5,895 shares; 2025Q2: 5,918 shares; 2025Q3: 6,014 shares; 2025Q4: 6,056 shares; 2026Q1: 7,049 shares 7,049 $327K 0.02% +993 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,907 shares; 2024Q4: 28,074 shares; 2025Q1: 28,610 shares; 2025Q2: 10,148 shares; 2025Q3: 7,534 shares; 2025Q4: 7,321 shares; 2026Q1: 6,776 shares 6,776 $327K 0.02% -545 Timeline MLPA 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: 13,010 shares; 2024Q4: 14,271 shares; 2025Q1: 20,019 shares; 2025Q2: 20,002 shares; 2025Q3: 19,174 shares; 2025Q4: 19,155 shares; 2026Q1: 6,041 shares 6,041 $325K 0.02% -13,114 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: 6,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,166 shares; 2025Q4: 1,237 shares; 2026Q1: 1,989 shares 1,989 $325K 0.02% +752 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: 3,948 shares; 2024Q4: 3,934 shares; 2025Q1: 4,085 shares; 2025Q2: 4,182 shares; 2025Q3: 4,171 shares; 2025Q4: 4,770 shares; 2026Q1: 4,531 shares 4,531 $325K 0.02% -239 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: 1,457 shares; 2024Q4: 2,135 shares; 2025Q1: 2,394 shares; 2025Q2: 1,720 shares; 2025Q3: 1,968 shares; 2025Q4: 1,871 shares; 2026Q1: 1,783 shares 1,783 $325K 0.02% -88 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 1,232 shares; 2025Q3: 1,338 shares; 2025Q4: 1,351 shares; 2026Q1: 1,261 shares 1,261 $324K 0.02% -90 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,297 shares 3,297 $321K 0.02% +15 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: 293 shares; 2025Q1: 285 shares; 2025Q2: 305 shares; 2025Q3: 546 shares; 2025Q4: 551 shares; 2026Q1: 334 shares 334 $321K 0.02% -217 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 31,918 shares; 2025Q1: 9,893 shares; 2025Q2: 35,551 shares; 2025Q3: 7,951 shares; 2025Q4: 7,680 shares; 2026Q1: 7,241 shares 7,241 $320K 0.02% -439 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,142 shares; 2025Q2: 1,502 shares; 2025Q3: 1,618 shares; 2025Q4: 1,621 shares; 2026Q1: 1,623 shares 1,623 $320K 0.02% +2 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 2,363 shares; 2025Q1: 3,947 shares; 2025Q2: 3,923 shares; 2025Q3: 4,094 shares; 2025Q4: 4,163 shares; 2026Q1: 1,843 shares 1,843 $319K 0.02% -2,320 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: 9,905 shares; 2025Q3: 11,945 shares; 2025Q4: 23,458 shares; 2026Q1: 4,480 shares 4,480 $316K 0.02% -18,978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,947 shares; 2025Q4: 3,344 shares; 2026Q1: 3,640 shares 3,640 $315K 0.02% +296 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,031 shares; 2025Q1: 9,031 shares; 2025Q2: 9,031 shares; 2025Q3: 9,151 shares; 2025Q4: 8,761 shares; 2026Q1: 7,260 shares 7,260 $313K 0.02% -1,501 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,011 shares; 2025Q4: 9,697 shares; 2026Q1: 9,252 shares 9,252 $312K 0.02% -445 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,638 shares; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,755 shares 1,755 $312K 0.02% -200 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 2,855 shares; 2025Q3: 2,969 shares; 2025Q4: 2,794 shares; 2026Q1: 2,794 shares 2,794 $311K 0.02% 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: not reported; 2025Q3: 3,021 shares; 2025Q4: 3,828 shares; 2026Q1: 4,835 shares 4,835 $311K 0.02% +1,007 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,441 shares; 2025Q3: 14,088 shares; 2025Q4: 17,985 shares; 2026Q1: 20,032 shares 20,032 $310K 0.02% +2,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,680 shares; 2025Q4: 5,680 shares; 2026Q1: 5,680 shares 5,680 $310K 0.02% 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: 6,021 shares; 2024Q4: 4,894 shares; 2025Q1: 5,559 shares; 2025Q2: 5,649 shares; 2025Q3: 4,114 shares; 2025Q4: 4,012 shares; 2026Q1: 3,094 shares 3,094 $307K 0.02% -918 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,304 shares; 2024Q4: 28,647 shares; 2025Q1: 28,635 shares; 2025Q2: 28,998 shares; 2025Q3: 28,967 shares; 2025Q4: 29,163 shares; 2026Q1: 28,322 shares 28,322 $307K 0.02% -841 Timeline ICSH 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: 3,579 shares; 2025Q4: 4,956 shares; 2026Q1: 6,027 shares 6,027 $305K 0.02% +1,071 Timeline DAUG 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: 30,541 shares; 2024Q4: 30,541 shares; 2025Q1: 30,541 shares; 2025Q2: 30,541 shares; 2025Q3: 7,004 shares; 2025Q4: 7,004 shares; 2026Q1: 7,004 shares 7,004 $305K 0.02% 0 Timeline WEEL TIDAL TRUST II More: the full row for TIDAL TRUST 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: 12,075 shares; 2025Q4: 12,633 shares; 2026Q1: 15,648 shares 15,648 $304K 0.02% +3,015 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,133 shares; 2025Q1: 7,333 shares; 2025Q2: 7,043 shares; 2025Q3: 6,763 shares; 2025Q4: 6,638 shares; 2026Q1: 6,568 shares 6,568 $304K 0.02% -70 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: 24,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 25,316 shares; 2025Q4: 2,683 shares; 2026Q1: 3,558 shares 3,558 $302K 0.02% +875 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,577 shares; 2026Q1: 6,727 shares 6,727 $302K 0.02% +150 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: 3,046 shares; 2024Q4: 3,055 shares; 2025Q1: 3,222 shares; 2025Q2: 3,196 shares; 2025Q3: 3,198 shares; 2025Q4: 3,245 shares; 2026Q1: 3,221 shares 3,221 $302K 0.02% -24 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,275 shares; 2024Q4: 34,275 shares; 2025Q1: 34,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,349 shares; 2026Q1: 7,346 shares 7,346 $302K 0.02% -3 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 4,233 shares; 2025Q4: 4,339 shares; 2026Q1: 4,145 shares 4,145 $301K 0.02% -194 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,731 shares; 2025Q4: 3,827 shares; 2026Q1: 3,249 shares 3,249 $301K 0.02% -578 Timeline SPLV 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: 1,470 shares; 2024Q4: 4,206 shares; 2025Q1: 12,675 shares; 2025Q2: 10,348 shares; 2025Q3: 3,995 shares; 2025Q4: 4,215 shares; 2026Q1: 4,093 shares 4,093 $299K 0.02% -122 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,809 shares; 2025Q4: 5,665 shares; 2026Q1: 3,998 shares 3,998 $298K 0.02% -1,667 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 10,817 shares; 2025Q1: 11,785 shares; 2025Q2: 12,736 shares; 2025Q3: 22,747 shares; 2025Q4: 17,562 shares; 2026Q1: 8,942 shares 8,942 $297K 0.02% -8,620 Timeline RSDE 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: 13,533 shares; 2025Q4: 13,533 shares; 2026Q1: 13,533 shares 13,533 $297K 0.02% 0 Timeline ISCG 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: 5,328 shares; 2024Q4: 5,362 shares; 2025Q1: 5,374 shares; 2025Q2: 5,382 shares; 2025Q3: 5,391 shares; 2025Q4: 5,401 shares; 2026Q1: 5,397 shares 5,397 $296K 0.02% -4 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: 39,445 shares; 2024Q4: 39,445 shares; 2025Q1: 39,445 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,336 shares; 2026Q1: 7,499 shares 7,499 $296K 0.02% +163 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,993 shares; 2025Q4: 39,363 shares; 2026Q1: 39,045 shares 39,045 $294K 0.02% -318 Timeline TOST TOAST INC More: the full row for TOAST 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: 11,051 shares 11,051 $293K 0.02% new Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 7,551 shares 7,551 $291K 0.02% +3,171 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: 9,189 shares; 2025Q4: 9,291 shares; 2026Q1: 6,741 shares 6,741 $290K 0.02% -2,550 Timeline PYZ 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: 2,932 shares; 2026Q1: 2,412 shares 2,412 $289K 0.02% -520 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,119 shares; 2024Q4: 11,229 shares; 2025Q1: 10,806 shares; 2025Q2: 9,806 shares; 2025Q3: 7,459 shares; 2025Q4: 6,433 shares; 2026Q1: 8,468 shares 8,468 $288K 0.02% +2,035 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,985 shares; 2025Q1: 42,073 shares; 2025Q2: 46,427 shares; 2025Q3: 5,491 shares; 2025Q4: 5,047 shares; 2026Q1: 6,119 shares 6,119 $287K 0.02% +1,072 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450 $286K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,503 shares; 2025Q1: 3,322 shares; 2025Q2: 3,375 shares; 2025Q3: 3,179 shares; 2025Q4: 2,804 shares; 2026Q1: 2,603 shares 2,603 $286K 0.02% -201 Timeline AOR 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: 35,580 shares; 2025Q4: 4,513 shares; 2026Q1: 4,435 shares 4,435 $285K 0.02% -78 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,924 shares; 2025Q3: 5,878 shares; 2025Q4: 6,805 shares; 2026Q1: 7,078 shares 7,078 $284K 0.02% +273 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,297 shares 3,297 $284K 0.02% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 6,224 shares; 2026Q1: 5,628 shares 5,628 $283K 0.02% -596 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,480 shares; 2025Q1: 2,423 shares; 2025Q2: 2,449 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 1,749 shares 1,749 $283K 0.02% -738 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,103 shares 3,103 $282K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,403 shares; 2025Q1: 2,028 shares; 2025Q2: 1,963 shares; 2025Q3: 862 shares; 2025Q4: 1,158 shares; 2026Q1: 1,010 shares 1,010 $282K 0.02% -148 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,206 shares; 2025Q1: 7,206 shares; 2025Q2: 7,206 shares; 2025Q3: 7,206 shares; 2025Q4: 7,081 shares; 2026Q1: 7,081 shares 7,081 $281K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 18,635 shares; 2025Q1: 18,978 shares; 2025Q2: 21,417 shares; 2025Q3: 21,799 shares; 2025Q4: 27,268 shares; 2026Q1: 27,113 shares 27,113 $279K 0.02% -155 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,995 shares 12,995 $279K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $278K 0.02% new Timeline DFSD 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: 4,607 shares; 2024Q4: 5,328 shares; 2025Q1: 5,162 shares; 2025Q2: 5,276 shares; 2025Q3: 5,725 shares; 2025Q4: 5,996 shares; 2026Q1: 5,796 shares 5,796 $278K 0.02% -200 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,563 shares; 2025Q3: 16,323 shares; 2025Q4: 9,122 shares; 2026Q1: 872 shares 872 $277K 0.02% -8,250 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,090 shares; 2026Q1: 1,340 shares 1,340 $276K 0.02% +250 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,090 shares; 2025Q1: 10,850 shares; 2025Q2: 10,670 shares; 2025Q3: 9,253 shares; 2025Q4: 8,108 shares; 2026Q1: 7,658 shares 7,658 $275K 0.02% -450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 559 shares; 2026Q1: 567 shares 567 $275K 0.02% +8 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,221 shares 13,221 $274K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,207 shares; 2025Q1: 1,354 shares; 2025Q2: 1,931 shares; 2025Q3: 627 shares; 2025Q4: 539 shares; 2026Q1: 553 shares 553 $274K 0.02% +14 Timeline GOCT 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: 7,077 shares; 2026Q1: 7,090 shares 7,090 $274K 0.02% +13 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 7,464 shares 7,464 $274K 0.02% new 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: 1,758 shares; 2025Q4: 2,590 shares; 2026Q1: 2,270 shares 2,270 $271K 0.02% -320 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,054 shares; 2025Q2: 4,658 shares; 2025Q3: 7,217 shares; 2025Q4: 7,182 shares; 2026Q1: 7,056 shares 7,056 $271K 0.02% -126 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: 469 shares; 2025Q3: 530 shares; 2025Q4: 591 shares; 2026Q1: 717 shares 717 $271K 0.02% +126 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 993 shares; 2025Q1: 1,077 shares; 2025Q2: 1,019 shares; 2025Q3: 1,065 shares; 2025Q4: 1,120 shares; 2026Q1: 1,110 shares 1,110 $269K 0.02% -10 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,666 shares; 2025Q4: 2,533 shares; 2026Q1: 2,266 shares 2,266 $269K 0.02% -267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,461 shares; 2025Q3: 13,312 shares; 2025Q4: 13,475 shares; 2026Q1: 15,152 shares 15,152 $267K 0.02% +1,677 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,700 shares; 2025Q3: 13,087 shares; 2025Q4: 13,502 shares; 2026Q1: 13,503 shares 13,503 $267K 0.02% +1 Timeline IYF 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: 3,138 shares; 2025Q2: 4,390 shares; 2025Q3: 5,307 shares; 2025Q4: 2,253 shares; 2026Q1: 2,264 shares 2,264 $266K 0.02% +11 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 31,462 shares; 2025Q4: 31,463 shares; 2026Q1: 31,494 shares 31,494 $266K 0.02% +31 Timeline ELFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,746 shares 6,746 $265K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 780 shares; 2026Q1: 806 shares 806 $264K 0.02% +26 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 553 shares; 2026Q1: 557 shares 557 $264K 0.02% +4 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,453 shares; 2025Q3: 3,250 shares; 2025Q4: 3,370 shares; 2026Q1: 2,774 shares 2,774 $258K 0.02% -596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $258K 0.02% new 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: 9,450 shares; 2024Q4: 6,509 shares; 2025Q1: 7,293 shares; 2025Q2: 7,282 shares; 2025Q3: 7,107 shares; 2025Q4: 7,181 shares; 2026Q1: 7,181 shares 7,181 $258K 0.02% 0 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,347 shares; 2025Q4: 7,353 shares; 2026Q1: 7,953 shares 7,953 $258K 0.02% +600 Timeline DFGX 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: 4,196 shares; 2025Q1: 4,272 shares; 2025Q2: 4,347 shares; 2025Q3: 4,819 shares; 2025Q4: 4,791 shares; 2026Q1: 4,911 shares 4,911 $258K 0.02% +120 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,074 shares; 2025Q1: 3,073 shares; 2025Q2: 1,925 shares; 2025Q3: 1,029 shares; 2025Q4: 921 shares; 2026Q1: 885 shares 885 $257K 0.02% -36 Timeline TDVI 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: 8,521 shares; 2025Q4: 8,914 shares; 2026Q1: 9,619 shares 9,619 $255K 0.02% +705 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: 693 shares; 2024Q4: 477 shares; 2025Q1: 459 shares; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 525 shares; 2026Q1: 517 shares 517 $254K 0.02% -8 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: 6,379 shares; 2024Q4: not reported; 2025Q1: 4,344 shares; 2025Q2: 4,180 shares; 2025Q3: 4,340 shares; 2025Q4: 4,214 shares; 2026Q1: 3,528 shares 3,528 $253K 0.02% -686 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,434 shares; 2026Q1: 6,981 shares 6,981 $253K 0.02% +547 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: 765 shares; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 1,294 shares; 2025Q3: 5,618 shares; 2025Q4: 6,887 shares; 2026Q1: 1,562 shares 1,562 $253K 0.02% -5,325 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 2,264 shares; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares 1,995 $250K 0.02% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,481 shares 9,481 $249K 0.02% new 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: 21,619 shares; 2024Q4: 19,922 shares; 2025Q1: 20,508 shares; 2025Q2: 20,499 shares; 2025Q3: 21,102 shares; 2025Q4: 21,145 shares; 2026Q1: 6,122 shares 6,122 $248K 0.02% -15,023 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996 $248K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 517 shares; 2025Q3: 780 shares; 2025Q4: 1,099 shares; 2026Q1: 790 shares 790 $248K 0.02% -309 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,915 shares; 2025Q4: 24,915 shares; 2026Q1: 24,915 shares 24,915 $247K 0.02% 0 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: not reported; 2024Q4: 4,302 shares; 2025Q1: 3,454 shares; 2025Q2: 3,359 shares; 2025Q3: 3,493 shares; 2025Q4: 3,477 shares; 2026Q1: 3,460 shares 3,460 $247K 0.02% -17 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,486 shares 3,486 $246K 0.02% +300 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: not reported; 2024Q4: not reported; 2025Q1: 3,462 shares; 2025Q2: 2,792 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,697 shares 2,697 $244K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,730 shares; 2025Q2: 1,505 shares; 2025Q3: 1,543 shares; 2025Q4: 1,563 shares; 2026Q1: 1,601 shares 1,601 $241K 0.02% +38 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,561 shares 2,561 $239K 0.02% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to 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: 10,122 shares; 2026Q1: 9,740 shares 9,740 $237K 0.02% -382 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,036 shares 9,036 $236K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,490 shares; 2025Q3: 3,723 shares; 2025Q4: 3,813 shares; 2026Q1: 4,152 shares 4,152 $236K 0.02% +339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,290 shares; 2025Q3: 7,679 shares; 2025Q4: 6,944 shares; 2026Q1: 6,814 shares 6,814 $235K 0.02% -130 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 15,578 shares; 2025Q1: 16,436 shares; 2025Q2: 15,589 shares; 2025Q3: 15,934 shares; 2025Q4: 24,569 shares; 2026Q1: 8,405 shares 8,405 $234K 0.02% -16,164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,787 shares; 2025Q4: 1,803 shares; 2026Q1: 1,719 shares 1,719 $234K 0.02% -84 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,460 shares 12,460 $234K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 1,780 shares 1,780 $233K 0.02% -9 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: 17,467 shares; 2024Q4: 17,212 shares; 2025Q1: 11,527 shares; 2025Q2: 12,836 shares; 2025Q3: 11,129 shares; 2025Q4: 4,988 shares; 2026Q1: 5,193 shares 5,193 $233K 0.02% +205 Timeline BIZD 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: 16,959 shares; 2025Q1: 18,315 shares; 2025Q2: 18,266 shares; 2025Q3: 17,854 shares; 2025Q4: 18,575 shares; 2026Q1: 18,197 shares 18,197 $233K 0.02% -378 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: 483 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,029 shares; 2025Q3: 674 shares; 2025Q4: 702 shares; 2026Q1: 269 shares 269 $233K 0.02% -433 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,756 shares; 2025Q4: not reported; 2026Q1: 9,985 shares 9,985 $232K 0.02% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,297 shares; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 2,912 shares; 2025Q3: 2,918 shares; 2025Q4: 23,813 shares; 2026Q1: 4,624 shares 4,624 $231K 0.02% -19,189 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,298 shares; 2024Q4: 11,300 shares; 2025Q1: 10,753 shares; 2025Q2: 10,336 shares; 2025Q3: 10,338 shares; 2025Q4: 8,964 shares; 2026Q1: 8,846 shares 8,846 $230K 0.02% -118 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,704 shares; 2026Q1: 4,119 shares 4,119 $230K 0.02% -585 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,066 shares; 2026Q1: 4,066 shares 4,066 $230K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,342 shares; 2025Q2: 5,156 shares; 2025Q3: 6,092 shares; 2025Q4: 6,498 shares; 2026Q1: 4,643 shares 4,643 $229K 0.02% -1,855 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS 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: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,140 shares 3,140 $229K 0.02% +10 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,618 shares; 2025Q3: 54,985 shares; 2025Q4: 55,438 shares; 2026Q1: 6,771 shares 6,771 $228K 0.02% -48,667 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,453 shares; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 2,323 shares; 2025Q4: 2,330 shares; 2026Q1: 2,347 shares 2,347 $228K 0.02% +17 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,576 shares; 2025Q1: 3,185 shares; 2025Q2: 927 shares; 2025Q3: 720 shares; 2025Q4: 725 shares; 2026Q1: 709 shares 709 $227K 0.02% -16 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,468 shares 4,468 $226K 0.02% new Timeline SDOG 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: not reported; 2024Q4: 4,115 shares; 2025Q1: 4,265 shares; 2025Q2: 4,105 shares; 2025Q3: 3,671 shares; 2025Q4: 3,671 shares; 2026Q1: 3,471 shares 3,471 $226K 0.02% -200 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: not reported; 2024Q4: 1,659 shares; 2025Q1: 2,023 shares; 2025Q2: 2,071 shares; 2025Q3: 2,359 shares; 2025Q4: 2,335 shares; 2026Q1: 1,963 shares 1,963 $226K 0.02% -372 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: not reported; 2026Q1: 1,953 shares 1,953 $225K 0.02% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,568 shares 8,568 $225K 0.02% new Timeline GAUG 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: 35,170 shares; 2024Q4: 35,170 shares; 2025Q1: 35,170 shares; 2025Q2: 35,170 shares; 2025Q3: not reported; 2025Q4: 5,797 shares; 2026Q1: 5,797 shares 5,797 $224K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,239 shares 2,239 $224K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,947 shares; 2025Q3: 3,041 shares; 2025Q4: 3,546 shares; 2026Q1: 3,491 shares 3,491 $224K 0.02% -55 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,486 shares; 2025Q3: 7,244 shares; 2025Q4: 2,962 shares; 2026Q1: 2,165 shares 2,165 $223K 0.02% -797 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: 5,129 shares; 2024Q4: 820 shares; 2025Q1: 1,336 shares; 2025Q2: 1,385 shares; 2025Q3: 1,427 shares; 2025Q4: 1,426 shares; 2026Q1: 621 shares 621 $223K 0.02% -805 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,441 shares; 2025Q4: 3,494 shares; 2026Q1: 3,532 shares 3,532 $223K 0.02% +38 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: 2,382 shares; 2024Q4: 2,400 shares; 2025Q1: 2,214 shares; 2025Q2: 2,252 shares; 2025Q3: 2,479 shares; 2025Q4: 2,208 shares; 2026Q1: 1,811 shares 1,811 $220K 0.02% -397 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,800 shares; 2025Q4: 8,818 shares; 2026Q1: 8,845 shares 8,845 $219K 0.02% +27 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,832 shares 5,832 $217K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 986 shares 986 $216K 0.02% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 4,439 shares; 2025Q4: 7,119 shares; 2026Q1: 7,094 shares 7,094 $215K 0.02% -25 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,476 shares; 2025Q1: 1,484 shares; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: not reported; 2026Q1: 1,467 shares 1,467 $215K 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 5,693 shares; 2026Q1: 5,698 shares 5,698 $214K 0.02% +5 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 2,091 shares 2,091 $214K 0.02% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,757 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares 5,450 $213K 0.02% 0 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: 7,151 shares; 2024Q4: 9,368 shares; 2025Q1: 3,923 shares; 2025Q2: 5,913 shares; 2025Q3: 3,320 shares; 2025Q4: 3,298 shares; 2026Q1: 2,403 shares 2,403 $213K 0.02% -895 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,865 shares; 2025Q1: 14,940 shares; 2025Q2: 15,384 shares; 2025Q3: 14,809 shares; 2025Q4: 11,010 shares; 2026Q1: 9,914 shares 9,914 $213K 0.02% -1,096 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,856 shares 3,856 $213K 0.02% new Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,324 shares; 2025Q2: 4,362 shares; 2025Q3: 4,398 shares; 2025Q4: 4,446 shares; 2026Q1: 4,497 shares 4,497 $212K 0.02% +51 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: 1,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,160 shares; 2026Q1: 843 shares 843 $211K 0.02% -317 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 6,217 shares 6,217 $211K 0.02% 0 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: 18,483 shares; 2024Q4: 18,153 shares; 2025Q1: 18,270 shares; 2025Q2: 18,845 shares; 2025Q3: 18,856 shares; 2025Q4: 19,106 shares; 2026Q1: 2,282 shares 2,282 $211K 0.02% -16,824 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,461 shares; 2025Q2: 1,271 shares; 2025Q3: 1,273 shares; 2025Q4: 1,346 shares; 2026Q1: 1,205 shares 1,205 $210K 0.02% -141 Timeline GJUL 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: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: not reported; 2025Q4: 4,886 shares; 2026Q1: 5,158 shares 5,158 $210K 0.02% +272 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,434 shares; 2025Q2: 14,893 shares; 2025Q3: 11,624 shares; 2025Q4: not reported; 2026Q1: 9,727 shares 9,727 $210K 0.02% new 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: 2,210 shares; 2025Q4: 2,836 shares; 2026Q1: 2,081 shares 2,081 $209K 0.02% -755 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,980 shares; 2025Q1: 1,812 shares; 2025Q2: 2,124 shares; 2025Q3: 3,949 shares; 2025Q4: 2,037 shares; 2026Q1: 513 shares 513 $209K 0.02% -1,524 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: 6,446 shares; 2024Q4: 6,095 shares; 2025Q1: 2,540 shares; 2025Q2: 2,394 shares; 2025Q3: 2,362 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $207K 0.02% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,389 shares; 2024Q4: 31,939 shares; 2025Q1: 35,339 shares; 2025Q2: 37,539 shares; 2025Q3: 38,939 shares; 2025Q4: 39,189 shares; 2026Q1: 40,289 shares 40,289 $205K 0.02% +1,100 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,055 shares 8,055 $204K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,314 shares; 2025Q1: 3,966 shares; 2025Q2: 3,006 shares; 2025Q3: 3,070 shares; 2025Q4: 4,181 shares; 2026Q1: 2,923 shares 2,923 $204K 0.01% -1,258 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: 59,743 shares; 2024Q4: 23,989 shares; 2025Q1: 15,654 shares; 2025Q2: 29,611 shares; 2025Q3: 15,701 shares; 2025Q4: 2,373 shares; 2026Q1: 2,106 shares 2,106 $204K 0.01% -267 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: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,867 shares; 2025Q4: not reported; 2026Q1: 4,080 shares 4,080 $204K 0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS 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: 2,375 shares; 2025Q4: 2,223 shares; 2026Q1: 2,245 shares 2,245 $202K 0.01% +22 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,420 shares; 2026Q1: 17,420 shares 17,420 $201K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 4,815 shares; 2025Q1: 4,383 shares; 2025Q2: 4,469 shares; 2025Q3: 4,444 shares; 2025Q4: 4,227 shares; 2026Q1: 4,212 shares 4,212 $198K 0.01% -15 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 1,272 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 792 shares 792 $196K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 318 shares; 2025Q4: 1,497 shares; 2026Q1: 1,485 shares 1,485 $196K 0.01% -12 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,082 shares; 2024Q4: 5,055 shares; 2025Q1: 6,864 shares; 2025Q2: 3,656 shares; 2025Q3: 4,796 shares; 2025Q4: 4,693 shares; 2026Q1: 2,442 shares 2,442 $194K 0.01% -2,251 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: 1,530 shares; 2024Q4: 1,583 shares; 2025Q1: 2,014 shares; 2025Q2: 1,650 shares; 2025Q3: 1,667 shares; 2025Q4: 1,552 shares; 2026Q1: 1,311 shares 1,311 $194K 0.01% -241 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT 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: 13,971 shares; 2025Q4: 12,976 shares; 2026Q1: 12,511 shares 12,511 $188K 0.01% -465 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 16,575 shares; 2025Q1: 15,997 shares; 2025Q2: 20,056 shares; 2025Q3: 19,657 shares; 2025Q4: 20,490 shares; 2026Q1: 10,517 shares 10,517 $187K 0.01% -9,973 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: not reported; 2024Q4: 35,559 shares; 2025Q1: 11,500 shares; 2025Q2: 11,754 shares; 2025Q3: 13,698 shares; 2025Q4: 26,804 shares; 2026Q1: 31,707 shares 31,707 $176K 0.01% +4,903 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,508 shares; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 1,657 shares 1,657 $176K 0.01% +99 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,851 shares; 2024Q4: 27,851 shares; 2025Q1: 27,851 shares; 2025Q2: 28,461 shares; 2025Q3: 28,758 shares; 2025Q4: 28,060 shares; 2026Q1: 25,688 shares 25,688 $176K 0.01% -2,372 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,863 shares; 2025Q3: 4,408 shares; 2025Q4: 5,021 shares; 2026Q1: 1,767 shares 1,767 $172K 0.01% -3,254 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 15,727 shares; 2025Q1: 15,727 shares; 2025Q2: 15,727 shares; 2025Q3: 28,727 shares; 2025Q4: 25,526 shares; 2026Q1: 25,526 shares 25,526 $169K 0.01% 0 Timeline GOVZ 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: 17,776 shares 17,776 $163K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,565 shares 1,565 $162K 0.01% new 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: 1,091 shares; 2024Q4: 1,015 shares; 2025Q1: 1,021 shares; 2025Q2: 1,028 shares; 2025Q3: 1,034 shares; 2025Q4: 1,041 shares; 2026Q1: 1,047 shares 1,047 $153K 0.01% +6 Timeline XMLV 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: 1,446 shares; 2024Q4: 1,434 shares; 2025Q1: 29,182 shares; 2025Q2: 27,460 shares; 2025Q3: 5,201 shares; 2025Q4: 3,268 shares; 2026Q1: 2,294 shares 2,294 $144K 0.01% -974 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,098 shares; 2025Q1: 2,279 shares; 2025Q2: 2,249 shares; 2025Q3: 1,769 shares; 2025Q4: 1,568 shares; 2026Q1: 1,368 shares 1,368 $138K 0.01% -200 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,709 shares; 2025Q1: 13,173 shares; 2025Q2: 13,179 shares; 2025Q3: 13,384 shares; 2025Q4: 28,308 shares; 2026Q1: 27,459 shares 27,459 $130K 0.01% -849 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,852 shares; 2026Q1: 18,752 shares 18,752 $129K 0.01% -100 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,900 shares; 2025Q1: 15,646 shares; 2025Q2: 14,512 shares; 2025Q3: 14,512 shares; 2025Q4: 12,060 shares; 2026Q1: 11,760 shares 11,760 $128K 0.01% -300 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 341 shares 341 $127K 0.01% +336 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL 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: 16,048 shares; 2026Q1: 20,546 shares 20,546 $124K 0.01% +4,498 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: 89 shares; 2024Q4: 86 shares; 2025Q1: 92 shares; 2025Q2: 99 shares; 2025Q3: 258 shares; 2025Q4: 110 shares; 2026Q1: 229 shares 229 $123K 0.01% +119 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,748 shares; 2025Q4: 21,732 shares; 2026Q1: 37,223 shares 37,223 $122K 0.01% +15,491 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: 14,166 shares; 2024Q4: 14,124 shares; 2025Q1: 14,269 shares; 2025Q2: 14,196 shares; 2025Q3: 3,332 shares; 2025Q4: 2,664 shares; 2026Q1: 2,598 shares 2,598 $119K 0.01% -66 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,802 shares; 2026Q1: 9,881 shares 9,881 $114K 0.01% +1,079 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,548 shares; 2026Q1: 17,135 shares 17,135 $113K 0.01% +3,587 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: 74,408 shares; 2024Q4: 63,443 shares; 2025Q1: 64,472 shares; 2025Q2: 60,770 shares; 2025Q3: 59,544 shares; 2025Q4: 17,007 shares; 2026Q1: 19,808 shares 19,808 $111K 0.01% +2,801 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD 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: 12,461 shares 12,461 $106K 0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $105K 0.01% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,629 shares; 2026Q1: 2,482 shares 2,482 $103K 0.01% -1,147 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,189 shares; 2026Q1: 2,190 shares 2,190 $99.8K 0.01% -999 Timeline BITO 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: 64,544 shares; 2024Q4: 22,957 shares; 2025Q1: not reported; 2025Q2: 9,786 shares; 2025Q3: 10,937 shares; 2025Q4: 12,657 shares; 2026Q1: 10,492 shares 10,492 $97.7K 0.01% -2,165 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,765 shares; 2025Q2: 14,660 shares; 2025Q3: 17,548 shares; 2025Q4: 17,445 shares; 2026Q1: 18,491 shares 18,491 $93K 0.01% +1,046 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,058 shares; 2025Q1: 14,454 shares; 2025Q2: 13,819 shares; 2025Q3: 13,549 shares; 2025Q4: 13,677 shares; 2026Q1: 13,449 shares 13,449 $76.4K 0.01% -228 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 7,049 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,014 shares 11,014 $75.7K 0.01% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 11,806 shares; 2025Q1: 11,806 shares; 2025Q2: 11,806 shares; 2025Q3: 11,806 shares; 2025Q4: 11,827 shares; 2026Q1: 11,806 shares 11,806 $67.3K <0.01% -21 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,938 shares; 2025Q1: 1,966 shares; 2025Q2: 1,997 shares; 2025Q3: 2,085 shares; 2025Q4: 2,117 shares; 2026Q1: 2,773 shares 2,773 $65.7K <0.01% +656 Timeline SPHD 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: 34,584 shares; 2024Q4: 281 shares; 2025Q1: 39,880 shares; 2025Q2: 550 shares; 2025Q3: 40,209 shares; 2025Q4: 1,350 shares; 2026Q1: 1,215 shares 1,215 $60.3K <0.01% -135 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,596 shares; 2025Q1: 3,501 shares; 2025Q2: 2,744 shares; 2025Q3: 3,095 shares; 2025Q4: 2,989 shares; 2026Q1: 518 shares 518 $56.4K <0.01% -2,471 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $30.7K <0.01% 0 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: 1,118 shares; 2024Q4: 46,709 shares; 2025Q1: 884 shares; 2025Q2: 1,035 shares; 2025Q3: 4,773 shares; 2025Q4: 650 shares; 2026Q1: 649 shares 649 $30K <0.01% -1 Timeline IGIB 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: 611 shares; 2024Q4: 635 shares; 2025Q1: 1,250 shares; 2025Q2: 1,023 shares; 2025Q3: 659 shares; 2025Q4: 734 shares; 2026Q1: 505 shares 505 $26.9K <0.01% -229 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: 207 shares; 2024Q4: 1,177 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $25K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 87 shares; 2025Q4: 284 shares; 2026Q1: 169 shares 169 $14.1K <0.01% -115 Timeline JNK 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: 134 shares; 2024Q4: 153 shares; 2025Q1: 159 shares; 2025Q2: 161 shares; 2025Q3: 104 shares; 2025Q4: 105 shares; 2026Q1: 99 shares 99 $9.48K <0.01% -6 Timeline TOON KARTOON STUDIOS INC. More: the full row for KARTOON STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $6.24K <0.01% 0 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85 $2.23K <0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 16 shares 16 $867 <0.01% new Timeline