IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,933 shares; 2024Q4: 110,060 shares; 2025Q1: 108,572 shares; 2025Q2: 107,900 shares; 2025Q3: 108,084 shares; 2025Q4: 108,101 shares; 2026Q1: 109,463 shares 109,463 $71.5M 5.2% +1,362 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,813 shares; 2024Q4: 184,868 shares; 2025Q1: 190,178 shares; 2025Q2: 186,334 shares; 2025Q3: 187,009 shares; 2025Q4: 188,350 shares; 2026Q1: 189,090 shares 189,090 $60.7M 4.41% +740 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 497,139 shares; 2025Q3: 741,133 shares; 2025Q4: 799,806 shares; 2026Q1: 896,693 shares 896,693 $44.4M 3.23% +96,887 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,945 shares; 2024Q4: 198,729 shares; 2025Q1: 201,394 shares; 2025Q2: 198,115 shares; 2025Q3: 197,787 shares; 2025Q4: 200,090 shares; 2026Q1: 198,903 shares 198,903 $42M 3.05% -1,187 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,612 shares; 2024Q4: 60,370 shares; 2025Q1: 60,492 shares; 2025Q2: 60,296 shares; 2025Q3: 60,281 shares; 2025Q4: 59,895 shares; 2026Q1: 61,527 shares 61,527 $37.9M 2.76% +1,632 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,055 shares; 2024Q4: 169,879 shares; 2025Q1: 154,268 shares; 2025Q2: 152,513 shares; 2025Q3: 152,992 shares; 2025Q4: 144,983 shares; 2026Q1: 142,654 shares 142,654 $36.2M 2.63% -2,329 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,248 shares; 2024Q4: 67,317 shares; 2025Q1: 70,096 shares; 2025Q2: 73,049 shares; 2025Q3: 74,059 shares; 2025Q4: 74,169 shares; 2026Q1: 72,767 shares 72,767 $31M 2.26% -1,402 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,713 shares; 2024Q4: 52,437 shares; 2025Q1: 52,639 shares; 2025Q2: 53,410 shares; 2025Q3: 53,994 shares; 2025Q4: 45,197 shares; 2026Q1: 46,256 shares 46,256 $30.1M 2.19% +1,059 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,067 shares; 2024Q4: 205,321 shares; 2025Q1: 209,058 shares; 2025Q2: 207,689 shares; 2025Q3: 209,747 shares; 2025Q4: 213,726 shares; 2026Q1: 216,568 shares 216,568 $26.9M 1.96% +2,842 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,034 shares; 2024Q4: 88,685 shares; 2025Q1: 87,632 shares; 2025Q2: 86,281 shares; 2025Q3: 86,039 shares; 2025Q4: 87,953 shares; 2026Q1: 88,675 shares 88,675 $19.1M 1.39% +722 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 516,631 shares; 2025Q1: 545,800 shares; 2025Q2: 730,283 shares; 2025Q3: 751,201 shares; 2025Q4: 771,453 shares; 2026Q1: 784,245 shares 784,245 $18.7M 1.36% +12,792 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,791 shares; 2024Q4: 249,953 shares; 2025Q1: 290,800 shares; 2025Q2: 287,535 shares; 2025Q3: 341,186 shares; 2025Q4: 404,184 shares; 2026Q1: 432,903 shares 432,903 $18.4M 1.34% +28,719 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,824 shares; 2024Q4: 265,515 shares; 2025Q1: 272,299 shares; 2025Q2: 268,425 shares; 2025Q3: 271,803 shares; 2025Q4: 278,444 shares; 2026Q1: 278,974 shares 278,974 $17.9M 1.3% +530 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,849 shares; 2024Q4: 235,772 shares; 2025Q1: 246,332 shares; 2025Q2: 241,177 shares; 2025Q3: 245,944 shares; 2025Q4: 255,607 shares; 2026Q1: 258,250 shares 258,250 $17.4M 1.27% +2,643 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,381 shares; 2024Q4: 25,625 shares; 2025Q1: 25,452 shares; 2025Q2: 27,092 shares; 2025Q3: 28,015 shares; 2025Q4: 28,884 shares; 2026Q1: 29,633 shares 29,633 $17.1M 1.24% +749 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,025 shares; 2024Q4: 148,117 shares; 2025Q1: 146,372 shares; 2025Q2: 150,459 shares; 2025Q3: 148,549 shares; 2025Q4: 148,623 shares; 2026Q1: 157,530 shares 157,530 $16.7M 1.21% +8,907 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: 63,204 shares; 2024Q4: 64,284 shares; 2025Q1: 64,152 shares; 2025Q2: 63,871 shares; 2025Q3: 63,453 shares; 2025Q4: 62,921 shares; 2026Q1: 66,571 shares 66,571 $16.5M 1.2% +3,650 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,256 shares; 2025Q1: 111,599 shares; 2025Q2: 116,974 shares; 2025Q3: 550,952 shares; 2025Q4: 578,041 shares; 2026Q1: 589,155 shares 589,155 $15.4M 1.12% +11,114 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,910 shares; 2024Q4: 320,176 shares; 2025Q1: 289,927 shares; 2025Q2: 284,155 shares; 2025Q3: 293,509 shares; 2025Q4: 299,656 shares; 2026Q1: 307,497 shares 307,497 $14.2M 1.03% +7,841 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,671 shares; 2024Q4: 90,413 shares; 2025Q1: 93,883 shares; 2025Q2: 88,355 shares; 2025Q3: 90,679 shares; 2025Q4: 84,913 shares; 2026Q1: 79,615 shares 79,615 $13.9M 1.01% -5,298 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,649 shares; 2024Q4: 93,376 shares; 2025Q1: 95,661 shares; 2025Q2: 173,000 shares; 2025Q3: 178,406 shares; 2025Q4: 195,266 shares; 2026Q1: 200,390 shares 200,390 $13.7M 1% +5,124 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,430 shares; 2024Q4: 32,769 shares; 2025Q1: 32,871 shares; 2025Q2: 31,923 shares; 2025Q3: 31,859 shares; 2025Q4: 65,140 shares; 2026Q1: 69,869 shares 69,869 $13.4M 0.98% +4,729 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,311 shares; 2024Q4: 220,476 shares; 2025Q1: 239,827 shares; 2025Q2: 238,777 shares; 2025Q3: 264,465 shares; 2025Q4: 313,016 shares; 2026Q1: 323,580 shares 323,580 $13M 0.95% +10,564 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,956 shares; 2024Q4: 105,867 shares; 2025Q1: 106,932 shares; 2025Q2: 107,023 shares; 2025Q3: 110,619 shares; 2025Q4: 110,801 shares; 2026Q1: 141,535 shares 141,535 $13M 0.94% +30,734 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,841 shares; 2024Q4: 223,824 shares; 2025Q1: 302,406 shares; 2025Q2: 311,989 shares; 2025Q3: 191,308 shares; 2025Q4: 182,818 shares; 2026Q1: 240,555 shares 240,555 $12.1M 0.88% +57,737 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,081 shares; 2024Q4: 84,896 shares; 2025Q1: 90,696 shares; 2025Q2: 89,655 shares; 2025Q3: 90,802 shares; 2025Q4: 101,930 shares; 2026Q1: 175,092 shares 175,092 $11.9M 0.87% +73,162 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,791 shares; 2024Q4: 91,212 shares; 2025Q1: 123,932 shares; 2025Q2: 153,168 shares; 2025Q3: 245,481 shares; 2025Q4: 307,520 shares; 2026Q1: 316,865 shares 316,865 $10.9M 0.79% +9,345 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,961 shares; 2024Q4: 66,276 shares; 2025Q1: 67,051 shares; 2025Q2: 67,338 shares; 2025Q3: 67,533 shares; 2025Q4: 68,301 shares; 2026Q1: 86,169 shares 86,169 $10.3M 0.75% +17,868 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,695 shares; 2024Q4: 178,159 shares; 2025Q1: 182,938 shares; 2025Q2: 177,128 shares; 2025Q3: 177,862 shares; 2025Q4: 183,622 shares; 2026Q1: 186,292 shares 186,292 $10.1M 0.73% +2,670 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,791 shares; 2024Q4: 27,139 shares; 2025Q1: 24,676 shares; 2025Q2: 26,869 shares; 2025Q3: 27,093 shares; 2025Q4: 26,269 shares; 2026Q1: 26,571 shares 26,571 $9.84M 0.72% +302 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,993 shares; 2024Q4: 18,022 shares; 2025Q1: 17,760 shares; 2025Q2: 17,900 shares; 2025Q3: 18,135 shares; 2025Q4: 18,108 shares; 2026Q1: 15,941 shares 15,941 $9.53M 0.69% -2,167 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,218 shares 96,218 $8.48M 0.62% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 28,604 shares; 2025Q1: 29,232 shares; 2025Q2: 28,653 shares; 2025Q3: 29,687 shares; 2025Q4: 28,804 shares; 2026Q1: 28,781 shares 28,781 $8.28M 0.6% -23 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,188 shares; 2024Q4: 109,183 shares; 2025Q1: 109,502 shares; 2025Q2: 108,754 shares; 2025Q3: 108,598 shares; 2025Q4: 106,801 shares; 2026Q1: 115,379 shares 115,379 $8.05M 0.59% +8,578 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,217 shares; 2024Q4: 75,508 shares; 2025Q1: 81,336 shares; 2025Q2: 79,410 shares; 2025Q3: 78,404 shares; 2025Q4: 82,072 shares; 2026Q1: 80,411 shares 80,411 $8.03M 0.58% -1,661 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,445 shares; 2024Q4: 44,497 shares; 2025Q1: 44,184 shares; 2025Q2: 50,615 shares; 2025Q3: 50,960 shares; 2025Q4: 47,142 shares; 2026Q1: 46,906 shares 46,906 $7.96M 0.58% -236 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,988 shares; 2024Q4: 40,233 shares; 2025Q1: 40,563 shares; 2025Q2: 40,575 shares; 2025Q3: 41,415 shares; 2025Q4: 38,700 shares; 2026Q1: 38,016 shares 38,016 $7.92M 0.58% -684 Timeline IWC 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: 45,615 shares; 2024Q4: 45,976 shares; 2025Q1: 47,070 shares; 2025Q2: 46,540 shares; 2025Q3: 46,867 shares; 2025Q4: 47,647 shares; 2026Q1: 47,580 shares 47,580 $7.59M 0.55% -67 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 11,284 shares; 2025Q1: 10,830 shares; 2025Q2: 11,622 shares; 2025Q3: 11,234 shares; 2025Q4: 10,761 shares; 2026Q1: 10,611 shares 10,611 $7.52M 0.55% -150 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,769 shares; 2025Q3: 152,224 shares; 2025Q4: 208,646 shares; 2026Q1: 217,229 shares 217,229 $7.5M 0.55% +8,583 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,590 shares; 2024Q4: 225,472 shares; 2025Q1: 257,374 shares; 2025Q2: 342,416 shares; 2025Q3: 282,347 shares; 2025Q4: 213,662 shares; 2026Q1: 237,834 shares 237,834 $7.3M 0.53% +24,172 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,118 shares; 2024Q4: 77,718 shares; 2025Q1: 77,945 shares; 2025Q2: 79,361 shares; 2025Q3: 77,958 shares; 2025Q4: 76,296 shares; 2026Q1: 81,953 shares 81,953 $7.08M 0.52% +5,657 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,440 shares; 2024Q4: 88,619 shares; 2025Q1: 91,724 shares; 2025Q2: 89,484 shares; 2025Q3: 91,649 shares; 2025Q4: 92,710 shares; 2026Q1: 97,415 shares 97,415 $6.84M 0.5% +4,705 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,735 shares; 2024Q4: 99,821 shares; 2025Q1: 101,575 shares; 2025Q2: 88,307 shares; 2025Q3: 80,114 shares; 2025Q4: 78,315 shares; 2026Q1: 76,600 shares 76,600 $6.78M 0.49% -1,715 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,877 shares; 2024Q4: 30,711 shares; 2025Q1: 30,818 shares; 2025Q2: 36,732 shares; 2025Q3: 37,988 shares; 2025Q4: 47,625 shares; 2026Q1: 46,629 shares 46,629 $6.74M 0.49% -996 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,553 shares; 2024Q4: 64,055 shares; 2025Q1: 60,701 shares; 2025Q2: 57,895 shares; 2025Q3: 57,675 shares; 2025Q4: 56,398 shares; 2026Q1: 54,112 shares 54,112 $6.73M 0.49% -2,286 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 50,933 shares; 2025Q1: 53,896 shares; 2025Q2: 59,224 shares; 2025Q3: 65,036 shares; 2025Q4: 65,154 shares; 2026Q1: 59,076 shares 59,076 $6.54M 0.48% -6,078 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,163 shares; 2024Q4: 30,251 shares; 2025Q1: 29,624 shares; 2025Q2: 28,673 shares; 2025Q3: 29,104 shares; 2025Q4: 27,602 shares; 2026Q1: 29,261 shares 29,261 $6.36M 0.46% +1,659 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,116 shares; 2024Q4: 58,948 shares; 2025Q1: 178,419 shares; 2025Q2: 221,386 shares; 2025Q3: 230,322 shares; 2025Q4: 230,836 shares; 2026Q1: 211,473 shares 211,473 $6.16M 0.45% -19,363 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 13,317 shares; 2025Q1: 13,908 shares; 2025Q2: 14,220 shares; 2025Q3: 14,311 shares; 2025Q4: 14,435 shares; 2026Q1: 14,285 shares 14,285 $6.15M 0.45% -150 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,717 shares; 2024Q4: 14,177 shares; 2025Q1: 14,078 shares; 2025Q2: 13,163 shares; 2025Q3: 13,317 shares; 2025Q4: 13,290 shares; 2026Q1: 13,782 shares 13,782 $6.02M 0.44% +492 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,860 shares; 2025Q3: 93,440 shares; 2025Q4: 157,865 shares; 2026Q1: 234,570 shares 234,570 $5.98M 0.43% +76,705 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,108 shares; 2025Q1: 162,983 shares; 2025Q2: 162,617 shares; 2025Q3: 164,785 shares; 2025Q4: 168,956 shares; 2026Q1: 177,021 shares 177,021 $5.91M 0.43% +8,065 Timeline DGS 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: 84,598 shares; 2024Q4: 86,288 shares; 2025Q1: 89,906 shares; 2025Q2: 88,313 shares; 2025Q3: 89,515 shares; 2025Q4: 92,756 shares; 2026Q1: 94,023 shares 94,023 $5.65M 0.41% +1,267 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,090 shares; 2024Q4: 23,398 shares; 2025Q1: 22,873 shares; 2025Q2: 23,831 shares; 2025Q3: 24,081 shares; 2025Q4: 22,264 shares; 2026Q1: 22,201 shares 22,201 $5.43M 0.39% -63 Timeline TFLO 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: 47,960 shares; 2024Q4: 56,366 shares; 2025Q1: 72,152 shares; 2025Q2: 78,577 shares; 2025Q3: 80,674 shares; 2025Q4: 102,718 shares; 2026Q1: 106,245 shares 106,245 $5.38M 0.39% +3,527 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: 9,491 shares; 2025Q1: 9,482 shares; 2025Q2: 9,408 shares; 2025Q3: 9,550 shares; 2025Q4: 9,369 shares; 2026Q1: 9,295 shares 9,295 $5.32M 0.39% -74 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,287 shares; 2024Q4: 7,503 shares; 2025Q1: 6,445 shares; 2025Q2: 5,854 shares; 2025Q3: 6,165 shares; 2025Q4: 5,716 shares; 2026Q1: 5,672 shares 5,672 $5.22M 0.38% -44 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: 17,810 shares; 2024Q4: 16,724 shares; 2025Q1: 16,666 shares; 2025Q2: 17,288 shares; 2025Q3: 16,969 shares; 2025Q4: 17,858 shares; 2026Q1: 17,857 shares 17,857 $5.13M 0.37% -1 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,480 shares; 2025Q3: 56,260 shares; 2025Q4: 77,709 shares; 2026Q1: 100,855 shares 100,855 $5.09M 0.37% +23,146 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,009 shares; 2024Q4: 17,399 shares; 2025Q1: 17,281 shares; 2025Q2: 18,172 shares; 2025Q3: 18,673 shares; 2025Q4: 17,623 shares; 2026Q1: 17,178 shares 17,178 $5.05M 0.37% -445 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,077 shares; 2025Q3: 83,195 shares; 2025Q4: 90,839 shares; 2026Q1: 91,397 shares 91,397 $5.01M 0.36% +558 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,293 shares; 2026Q1: 194,394 shares 194,394 $4.86M 0.35% +12,101 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,732 shares; 2024Q4: 14,246 shares; 2025Q1: 13,991 shares; 2025Q2: 11,409 shares; 2025Q3: 11,528 shares; 2025Q4: 12,873 shares; 2026Q1: 24,062 shares 24,062 $4.72M 0.34% +11,189 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,711 shares; 2024Q4: 193,594 shares; 2025Q1: 178,405 shares; 2025Q2: 153,458 shares; 2025Q3: 148,730 shares; 2025Q4: 123,704 shares; 2026Q1: 121,349 shares 121,349 $4.66M 0.34% -2,355 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: 46,046 shares; 2024Q4: 49,722 shares; 2025Q1: 50,339 shares; 2025Q2: 53,883 shares; 2025Q3: 54,836 shares; 2025Q4: 47,273 shares; 2026Q1: 48,166 shares 48,166 $4.66M 0.34% +893 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,963 shares; 2024Q4: 19,674 shares; 2025Q1: 19,696 shares; 2025Q2: 21,103 shares; 2025Q3: 21,251 shares; 2025Q4: 21,500 shares; 2026Q1: 21,538 shares 21,538 $4.6M 0.33% +38 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,751 shares; 2024Q4: 31,324 shares; 2025Q1: 31,002 shares; 2025Q2: 29,817 shares; 2025Q3: 30,435 shares; 2025Q4: 31,429 shares; 2026Q1: 31,587 shares 31,587 $4.58M 0.33% +158 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,795 shares; 2025Q1: 4,922 shares; 2025Q2: 5,121 shares; 2025Q3: 5,243 shares; 2025Q4: 5,882 shares; 2026Q1: 6,526 shares 6,526 $4.55M 0.33% +644 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,508 shares; 2024Q4: 9,099 shares; 2025Q1: 8,898 shares; 2025Q2: 10,152 shares; 2025Q3: 9,939 shares; 2025Q4: 9,670 shares; 2026Q1: 9,497 shares 9,497 $4.55M 0.33% -173 Timeline VFMV 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: 5,029 shares; 2025Q1: 14,363 shares; 2025Q2: 20,293 shares; 2025Q3: 18,057 shares; 2025Q4: 29,816 shares; 2026Q1: 34,041 shares 34,041 $4.54M 0.33% +4,225 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 17,212 shares; 2025Q1: 17,219 shares; 2025Q2: 17,517 shares; 2025Q3: 17,671 shares; 2025Q4: 17,274 shares; 2026Q1: 17,305 shares 17,305 $4.5M 0.33% +31 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,864 shares; 2024Q4: 160,498 shares; 2025Q1: 171,646 shares; 2025Q2: 170,157 shares; 2025Q3: 176,750 shares; 2025Q4: 193,597 shares; 2026Q1: 206,643 shares 206,643 $4.44M 0.32% +13,046 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: 4,380 shares; 2026Q1: 57,216 shares 57,216 $4.33M 0.31% +52,836 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,693 shares; 2025Q2: 140,167 shares; 2025Q3: 140,402 shares; 2025Q4: 138,134 shares; 2026Q1: 143,872 shares 143,872 $4.14M 0.3% +5,738 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,293 shares; 2024Q4: 18,839 shares; 2025Q1: 17,171 shares; 2025Q2: 18,877 shares; 2025Q3: 19,189 shares; 2025Q4: 18,021 shares; 2026Q1: 18,973 shares 18,973 $3.93M 0.29% +952 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,315 shares; 2024Q4: 312,801 shares; 2025Q1: 296,824 shares; 2025Q2: 124,293 shares; 2025Q3: 100,615 shares; 2025Q4: 69,481 shares; 2026Q1: 62,663 shares 62,663 $3.92M 0.29% -6,818 Timeline SMDV 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: 53,260 shares; 2024Q4: 53,489 shares; 2025Q1: 53,396 shares; 2025Q2: 55,164 shares; 2025Q3: 52,440 shares; 2025Q4: 50,028 shares; 2026Q1: 56,939 shares 56,939 $3.92M 0.28% +6,911 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,052 shares; 2024Q4: 11,884 shares; 2025Q1: 12,741 shares; 2025Q2: 8,842 shares; 2025Q3: 9,161 shares; 2025Q4: 9,138 shares; 2026Q1: 10,074 shares 10,074 $3.75M 0.27% +936 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: 31,628 shares; 2024Q4: 35,324 shares; 2025Q1: 35,590 shares; 2025Q2: 36,056 shares; 2025Q3: 32,421 shares; 2025Q4: 32,061 shares; 2026Q1: 36,604 shares 36,604 $3.63M 0.26% +4,543 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,399 shares; 2024Q4: 115,120 shares; 2025Q1: 114,331 shares; 2025Q2: 126,397 shares; 2025Q3: 127,320 shares; 2025Q4: 136,116 shares; 2026Q1: 136,644 shares 136,644 $3.43M 0.25% +528 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 13,129 shares; 2025Q1: 13,442 shares; 2025Q2: 12,942 shares; 2025Q3: 12,858 shares; 2025Q4: 12,670 shares; 2026Q1: 11,887 shares 11,887 $3.41M 0.25% -783 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,941 shares; 2024Q4: 60,136 shares; 2025Q1: 62,668 shares; 2025Q2: 58,857 shares; 2025Q3: 64,246 shares; 2025Q4: 56,793 shares; 2026Q1: 60,054 shares 60,054 $3.33M 0.24% +3,261 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: 12,763 shares; 2024Q4: 13,097 shares; 2025Q1: 13,191 shares; 2025Q2: 12,809 shares; 2025Q3: 12,698 shares; 2025Q4: 12,638 shares; 2026Q1: 13,708 shares 13,708 $3.33M 0.24% +1,070 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: 27,859 shares; 2024Q4: 28,115 shares; 2025Q1: 28,354 shares; 2025Q2: 28,124 shares; 2025Q3: 27,813 shares; 2025Q4: 29,759 shares; 2026Q1: 34,142 shares 34,142 $3.32M 0.24% +4,383 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,803 shares; 2024Q4: 197,103 shares; 2025Q1: 152,329 shares; 2025Q2: 163,948 shares; 2025Q3: 159,496 shares; 2025Q4: 106,626 shares; 2026Q1: 99,739 shares 99,739 $3.14M 0.23% -6,887 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,137 shares; 2024Q4: 22,622 shares; 2025Q1: 22,499 shares; 2025Q2: 22,951 shares; 2025Q3: 23,614 shares; 2025Q4: 30,539 shares; 2026Q1: 25,973 shares 25,973 $3.12M 0.23% -4,566 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 8,927 shares; 2025Q1: 10,092 shares; 2025Q2: 10,423 shares; 2025Q3: 13,534 shares; 2025Q4: 24,944 shares; 2026Q1: 34,307 shares 34,307 $3.11M 0.23% +9,363 Timeline RWR 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: 28,346 shares; 2024Q4: 28,374 shares; 2025Q1: 28,502 shares; 2025Q2: 28,529 shares; 2025Q3: 28,981 shares; 2025Q4: 29,131 shares; 2026Q1: 29,516 shares 29,516 $2.98M 0.22% +385 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,932 shares; 2025Q1: 7,884 shares; 2025Q2: 7,719 shares; 2025Q3: 7,690 shares; 2025Q4: 7,924 shares; 2026Q1: 8,299 shares 8,299 $2.96M 0.22% +375 Timeline PBMR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 97,310 shares 97,310 $2.95M 0.21% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 11,662 shares; 2025Q1: 10,976 shares; 2025Q2: 11,454 shares; 2025Q3: 10,747 shares; 2025Q4: 11,244 shares; 2026Q1: 11,236 shares 11,236 $2.94M 0.21% -8 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,781 shares; 2024Q4: 105,613 shares; 2025Q1: 106,042 shares; 2025Q2: 108,217 shares; 2025Q3: 115,610 shares; 2025Q4: 118,229 shares; 2026Q1: 119,903 shares 119,903 $2.92M 0.21% +1,674 Timeline SPSB 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: 7,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,524 shares; 2025Q4: 81,832 shares; 2026Q1: 97,081 shares 97,081 $2.92M 0.21% +15,249 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: 14,565 shares; 2024Q4: 13,887 shares; 2025Q1: 15,845 shares; 2025Q2: 15,862 shares; 2025Q3: 19,094 shares; 2025Q4: 27,739 shares; 2026Q1: 32,259 shares 32,259 $2.92M 0.21% +4,520 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 23,662 shares; 2025Q1: 24,775 shares; 2025Q2: 26,892 shares; 2025Q3: 26,753 shares; 2025Q4: 23,435 shares; 2026Q1: 21,991 shares 21,991 $2.88M 0.21% -1,444 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 17,693 shares; 2025Q1: 22,489 shares; 2025Q2: 29,700 shares; 2025Q3: 50,584 shares; 2025Q4: 56,013 shares; 2026Q1: 61,144 shares 61,144 $2.85M 0.21% +5,131 Timeline IBDR 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: 93,819 shares; 2024Q4: 111,482 shares; 2025Q1: 103,737 shares; 2025Q2: 107,124 shares; 2025Q3: 121,643 shares; 2025Q4: 130,272 shares; 2026Q1: 117,711 shares 117,711 $2.85M 0.21% -12,561 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,861 shares; 2024Q4: 40,179 shares; 2025Q1: 27,632 shares; 2025Q2: 34,235 shares; 2025Q3: 26,666 shares; 2025Q4: 24,617 shares; 2026Q1: 26,814 shares 26,814 $2.7M 0.2% +2,197 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,674 shares; 2024Q4: 17,034 shares; 2025Q1: 18,033 shares; 2025Q2: 17,569 shares; 2025Q3: 18,481 shares; 2025Q4: 17,382 shares; 2026Q1: 17,094 shares 17,094 $2.65M 0.19% -288 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,229 shares; 2024Q4: 43,650 shares; 2025Q1: 38,214 shares; 2025Q2: 36,349 shares; 2025Q3: 34,739 shares; 2025Q4: 32,614 shares; 2026Q1: 28,884 shares 28,884 $2.65M 0.19% -3,730 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 9,065 shares; 2025Q1: 8,100 shares; 2025Q2: 8,318 shares; 2025Q3: 8,555 shares; 2025Q4: 8,193 shares; 2026Q1: 7,340 shares 7,340 $2.63M 0.19% -853 Timeline DIM 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: 32,186 shares; 2024Q4: 31,879 shares; 2025Q1: 31,888 shares; 2025Q2: 31,888 shares; 2025Q3: 31,755 shares; 2025Q4: 31,709 shares; 2026Q1: 31,594 shares 31,594 $2.62M 0.19% -115 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,688 shares; 2024Q4: 44,086 shares; 2025Q1: 45,525 shares; 2025Q2: 45,111 shares; 2025Q3: 43,070 shares; 2025Q4: 46,200 shares; 2026Q1: 47,566 shares 47,566 $2.58M 0.19% +1,366 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,021 shares; 2025Q1: 8,217 shares; 2025Q2: 8,153 shares; 2025Q3: 8,990 shares; 2025Q4: 8,477 shares; 2026Q1: 8,304 shares 8,304 $2.57M 0.19% -173 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,995 shares; 2024Q4: 10,808 shares; 2025Q1: 10,955 shares; 2025Q2: 8,540 shares; 2025Q3: 9,056 shares; 2025Q4: 11,216 shares; 2026Q1: 48,061 shares 48,061 $2.54M 0.18% +36,845 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,938 shares; 2024Q4: 34,361 shares; 2025Q1: 33,382 shares; 2025Q2: 34,021 shares; 2025Q3: 34,724 shares; 2025Q4: 33,446 shares; 2026Q1: 33,011 shares 33,011 $2.51M 0.18% -435 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,924 shares; 2024Q4: 52,582 shares; 2025Q1: 42,052 shares; 2025Q2: 44,167 shares; 2025Q3: 45,821 shares; 2025Q4: 52,574 shares; 2026Q1: 55,727 shares 55,727 $2.5M 0.18% +3,153 Timeline IBDS 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: 73,696 shares; 2024Q4: 93,258 shares; 2025Q1: 90,960 shares; 2025Q2: 88,069 shares; 2025Q3: 100,214 shares; 2025Q4: 113,245 shares; 2026Q1: 100,922 shares 100,922 $2.45M 0.18% -12,323 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 2,090 shares; 2025Q1: 2,796 shares; 2025Q2: 2,930 shares; 2025Q3: 2,788 shares; 2025Q4: 2,740 shares; 2026Q1: 2,793 shares 2,793 $2.44M 0.18% +53 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 7,621 shares; 2025Q1: 7,308 shares; 2025Q2: 7,306 shares; 2025Q3: 7,469 shares; 2025Q4: 7,564 shares; 2026Q1: 7,318 shares 7,318 $2.41M 0.18% -246 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,074 shares; 2024Q4: 17,924 shares; 2025Q1: 17,924 shares; 2025Q2: 18,764 shares; 2025Q3: 18,765 shares; 2025Q4: 18,655 shares; 2026Q1: 20,149 shares 20,149 $2.39M 0.17% +1,494 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,749 shares; 2024Q4: 54,847 shares; 2025Q1: 57,324 shares; 2025Q2: 48,176 shares; 2025Q3: 50,061 shares; 2025Q4: 47,800 shares; 2026Q1: 48,149 shares 48,149 $2.38M 0.17% +349 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,514 shares; 2025Q1: 7,498 shares; 2025Q2: 8,737 shares; 2025Q3: 11,339 shares; 2025Q4: 13,682 shares; 2026Q1: 33,529 shares 33,529 $2.38M 0.17% +19,847 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,812 shares; 2024Q4: 63,550 shares; 2025Q1: 60,909 shares; 2025Q2: 57,306 shares; 2025Q3: 58,134 shares; 2025Q4: 72,263 shares; 2026Q1: 62,400 shares 62,400 $2.36M 0.17% -9,863 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 9,865 shares; 2025Q1: 9,638 shares; 2025Q2: 9,539 shares; 2025Q3: 9,699 shares; 2025Q4: 8,600 shares; 2026Q1: 7,802 shares 7,802 $2.36M 0.17% -798 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,598 shares; 2024Q4: 25,437 shares; 2025Q1: 27,088 shares; 2025Q2: 24,969 shares; 2025Q3: 23,582 shares; 2025Q4: 22,770 shares; 2026Q1: 22,743 shares 22,743 $2.34M 0.17% -27 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,134 shares; 2024Q4: 15,034 shares; 2025Q1: 12,035 shares; 2025Q2: 15,035 shares; 2025Q3: 15,035 shares; 2025Q4: 14,718 shares; 2026Q1: 17,037 shares 17,037 $2.32M 0.17% +2,319 Timeline DLS 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: 28,508 shares; 2024Q4: 28,219 shares; 2025Q1: 28,219 shares; 2025Q2: 28,219 shares; 2025Q3: 28,196 shares; 2025Q4: 28,117 shares; 2026Q1: 27,929 shares 27,929 $2.28M 0.17% -188 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,089 shares; 2024Q4: 102,385 shares; 2025Q1: 104,320 shares; 2025Q2: 109,003 shares; 2025Q3: 111,343 shares; 2025Q4: 108,779 shares; 2026Q1: 111,501 shares 111,501 $2.27M 0.17% +2,722 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,459 shares; 2024Q4: 16,029 shares; 2025Q1: 16,254 shares; 2025Q2: 16,404 shares; 2025Q3: 15,646 shares; 2025Q4: 17,834 shares; 2026Q1: 15,361 shares 15,361 $2.26M 0.16% -2,473 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: 3,824 shares; 2024Q4: 3,880 shares; 2025Q1: 3,612 shares; 2025Q2: 4,204 shares; 2025Q3: 4,241 shares; 2025Q4: 4,634 shares; 2026Q1: 4,816 shares 4,816 $2.23M 0.16% +182 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,481 shares; 2024Q4: 19,035 shares; 2025Q1: 18,555 shares; 2025Q2: 17,696 shares; 2025Q3: 17,874 shares; 2025Q4: 17,159 shares; 2026Q1: 16,528 shares 16,528 $2.16M 0.16% -631 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,579 shares; 2024Q4: 12,204 shares; 2025Q1: 12,295 shares; 2025Q2: 11,885 shares; 2025Q3: 11,670 shares; 2025Q4: 11,225 shares; 2026Q1: 10,650 shares 10,650 $2.16M 0.16% -575 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: 37,994 shares; 2024Q4: 37,147 shares; 2025Q1: 36,992 shares; 2025Q2: 36,862 shares; 2025Q3: 36,726 shares; 2025Q4: 37,675 shares; 2026Q1: 38,037 shares 38,037 $2.16M 0.16% +362 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,189 shares; 2026Q1: 35,012 shares 35,012 $2.15M 0.16% +8,823 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,947 shares; 2024Q4: 70,644 shares; 2025Q1: 73,223 shares; 2025Q2: 72,662 shares; 2025Q3: 73,088 shares; 2025Q4: 71,877 shares; 2026Q1: 72,246 shares 72,246 $2.09M 0.15% +369 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,750 shares; 2024Q4: 24,180 shares; 2025Q1: 23,644 shares; 2025Q2: 25,642 shares; 2025Q3: 28,017 shares; 2025Q4: 30,408 shares; 2026Q1: 33,265 shares 33,265 $2.09M 0.15% +2,857 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 6,758 shares; 2025Q1: 6,935 shares; 2025Q2: 6,762 shares; 2025Q3: 6,890 shares; 2025Q4: 5,184 shares; 2026Q1: 5,882 shares 5,882 $2.07M 0.15% +698 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,493 shares; 2024Q4: 28,890 shares; 2025Q1: 30,159 shares; 2025Q2: 30,859 shares; 2025Q3: 30,890 shares; 2025Q4: 30,565 shares; 2026Q1: 44,799 shares 44,799 $2.07M 0.15% +14,234 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,551 shares; 2024Q4: 23,676 shares; 2025Q1: 22,253 shares; 2025Q2: 19,654 shares; 2025Q3: 19,655 shares; 2025Q4: 19,005 shares; 2026Q1: 18,915 shares 18,915 $2.05M 0.15% -90 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,311 shares; 2024Q4: 40,859 shares; 2025Q1: 43,190 shares; 2025Q2: 45,722 shares; 2025Q3: 37,037 shares; 2025Q4: 39,187 shares; 2026Q1: 44,425 shares 44,425 $2.03M 0.15% +5,238 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: 24,552 shares; 2024Q4: 24,340 shares; 2025Q1: 24,441 shares; 2025Q2: 24,441 shares; 2025Q3: 24,441 shares; 2025Q4: 24,441 shares; 2026Q1: 24,179 shares 24,179 $2.02M 0.15% -262 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 4,273 shares; 2025Q1: 4,350 shares; 2025Q2: 3,996 shares; 2025Q3: 4,029 shares; 2025Q4: 4,109 shares; 2026Q1: 4,023 shares 4,023 $2.01M 0.15% -86 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,819 shares; 2024Q4: 17,566 shares; 2025Q1: 16,751 shares; 2025Q2: 16,706 shares; 2025Q3: 16,124 shares; 2025Q4: 32,612 shares; 2026Q1: 32,782 shares 32,782 $2.01M 0.15% +170 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,995 shares; 2025Q1: 9,007 shares; 2025Q2: 8,869 shares; 2025Q3: 9,017 shares; 2025Q4: 8,592 shares; 2026Q1: 8,680 shares 8,680 $1.96M 0.14% +88 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,035 shares; 2024Q4: 77,104 shares; 2025Q1: 77,718 shares; 2025Q2: 78,558 shares; 2025Q3: 82,084 shares; 2025Q4: 79,822 shares; 2026Q1: 87,566 shares 87,566 $1.93M 0.14% +7,744 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,677 shares; 2024Q4: 43,819 shares; 2025Q1: 45,058 shares; 2025Q2: 42,868 shares; 2025Q3: 43,407 shares; 2025Q4: 40,352 shares; 2026Q1: 38,134 shares 38,134 $1.91M 0.14% -2,218 Timeline BKDV 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: 59,069 shares; 2025Q1: 67,522 shares; 2025Q2: 67,634 shares; 2025Q3: 58,701 shares; 2025Q4: 50,830 shares; 2026Q1: 64,038 shares 64,038 $1.9M 0.14% +13,208 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: 17,791 shares; 2024Q4: 18,231 shares; 2025Q1: 18,068 shares; 2025Q2: 18,173 shares; 2025Q3: 18,227 shares; 2025Q4: 19,096 shares; 2026Q1: 19,088 shares 19,088 $1.85M 0.13% -8 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,726 shares; 2024Q4: 99,996 shares; 2025Q1: 114,470 shares; 2025Q2: 118,196 shares; 2025Q3: 126,706 shares; 2025Q4: 123,790 shares; 2026Q1: 127,569 shares 127,569 $1.84M 0.13% +3,779 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,600 shares; 2024Q4: 58,207 shares; 2025Q1: 57,866 shares; 2025Q2: 58,122 shares; 2025Q3: 57,830 shares; 2025Q4: 59,444 shares; 2026Q1: 59,123 shares 59,123 $1.83M 0.13% -321 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,069 shares; 2025Q1: 2,063 shares; 2025Q2: 2,191 shares; 2025Q3: 2,175 shares; 2025Q4: 18,884 shares; 2026Q1: 18,740 shares 18,740 $1.8M 0.13% -144 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,698 shares; 2024Q4: 14,704 shares; 2025Q1: 16,078 shares; 2025Q2: 17,583 shares; 2025Q3: 16,669 shares; 2025Q4: 16,908 shares; 2026Q1: 16,387 shares 16,387 $1.8M 0.13% -521 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 70,152 shares; 2025Q1: 77,417 shares; 2025Q2: 29,998 shares; 2025Q3: 29,165 shares; 2025Q4: 22,363 shares; 2026Q1: 21,311 shares 21,311 $1.8M 0.13% -1,052 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 5,594 shares; 2025Q1: 5,678 shares; 2025Q2: 6,592 shares; 2025Q3: 6,631 shares; 2025Q4: 6,319 shares; 2026Q1: 6,345 shares 6,345 $1.8M 0.13% +26 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 14,105 shares; 2025Q1: 16,239 shares; 2025Q2: 18,305 shares; 2025Q3: 20,224 shares; 2025Q4: 10,573 shares; 2026Q1: 7,556 shares 7,556 $1.8M 0.13% -3,017 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,638 shares; 2024Q4: 35,238 shares; 2025Q1: 31,038 shares; 2025Q2: 28,987 shares; 2025Q3: 28,554 shares; 2025Q4: 28,489 shares; 2026Q1: 29,561 shares 29,561 $1.79M 0.13% +1,072 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: 10,641 shares; 2024Q4: 10,732 shares; 2025Q1: 9,844 shares; 2025Q2: 10,008 shares; 2025Q3: 9,968 shares; 2025Q4: 9,664 shares; 2026Q1: 9,773 shares 9,773 $1.78M 0.13% +109 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,994 shares; 2024Q4: 21,494 shares; 2025Q1: 21,369 shares; 2025Q2: 19,087 shares; 2025Q3: 18,727 shares; 2025Q4: 19,027 shares; 2026Q1: 18,927 shares 18,927 $1.78M 0.13% -100 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: 13,105 shares; 2025Q2: 194,977 shares; 2025Q3: 215,741 shares; 2025Q4: 58,397 shares; 2026Q1: 50,735 shares 50,735 $1.71M 0.12% -7,662 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,268 shares; 2024Q4: 20,896 shares; 2025Q1: 20,941 shares; 2025Q2: 19,521 shares; 2025Q3: 20,395 shares; 2025Q4: 17,896 shares; 2026Q1: 17,649 shares 17,649 $1.7M 0.12% -247 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,427 shares; 2025Q1: 9,229 shares; 2025Q2: 9,730 shares; 2025Q3: 9,732 shares; 2025Q4: 9,986 shares; 2026Q1: 11,012 shares 11,012 $1.67M 0.12% +1,026 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,121 shares; 2025Q1: 5,432 shares; 2025Q2: 4,943 shares; 2025Q3: 5,032 shares; 2025Q4: 4,669 shares; 2026Q1: 4,570 shares 4,570 $1.63M 0.12% -99 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: 41,427 shares; 2024Q4: 41,427 shares; 2025Q1: 41,427 shares; 2025Q2: 41,252 shares; 2025Q3: 41,427 shares; 2025Q4: 41,427 shares; 2026Q1: 33,301 shares 33,301 $1.56M 0.11% -8,126 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 10,503 shares; 2025Q1: 10,550 shares; 2025Q2: 10,653 shares; 2025Q3: 10,470 shares; 2025Q4: 10,840 shares; 2026Q1: 10,595 shares 10,595 $1.54M 0.11% -245 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,034 shares; 2024Q4: 34,792 shares; 2025Q1: 37,139 shares; 2025Q2: 41,514 shares; 2025Q3: 41,535 shares; 2025Q4: 60,805 shares; 2026Q1: 64,669 shares 64,669 $1.53M 0.11% +3,864 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: 21,194 shares; 2024Q4: 18,875 shares; 2025Q1: 18,642 shares; 2025Q2: 18,662 shares; 2025Q3: 16,273 shares; 2025Q4: 16,009 shares; 2026Q1: 18,435 shares 18,435 $1.53M 0.11% +2,426 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,339 shares; 2024Q4: 17,132 shares; 2025Q1: 16,949 shares; 2025Q2: 16,643 shares; 2025Q3: 16,476 shares; 2025Q4: 16,018 shares; 2026Q1: 15,796 shares 15,796 $1.52M 0.11% -222 Timeline ZAP 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: 26,546 shares; 2025Q4: 33,408 shares; 2026Q1: 46,359 shares 46,359 $1.49M 0.11% +12,951 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,550 shares; 2024Q4: 19,556 shares; 2025Q1: 19,561 shares; 2025Q2: 19,423 shares; 2025Q3: 19,049 shares; 2025Q4: 19,053 shares; 2026Q1: 19,132 shares 19,132 $1.46M 0.11% +79 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 53,441 shares; 2025Q1: 55,243 shares; 2025Q2: 52,893 shares; 2025Q3: 56,164 shares; 2025Q4: 63,666 shares; 2026Q1: 57,426 shares 57,426 $1.45M 0.11% -6,240 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,655 shares; 2026Q1: 24,871 shares 24,871 $1.45M 0.11% +14,216 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: 22,569 shares; 2024Q4: 31,609 shares; 2025Q1: 32,201 shares; 2025Q2: 25,806 shares; 2025Q3: 30,047 shares; 2025Q4: 37,788 shares; 2026Q1: 36,974 shares 36,974 $1.42M 0.1% -814 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 12,129 shares; 2026Q1: 42,978 shares 42,978 $1.42M 0.1% +30,849 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,651 shares; 2024Q4: 19,103 shares; 2025Q1: 19,778 shares; 2025Q2: 19,576 shares; 2025Q3: 19,225 shares; 2025Q4: 20,306 shares; 2026Q1: 21,214 shares 21,214 $1.4M 0.1% +908 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: 16,460 shares; 2024Q4: 21,650 shares; 2025Q1: 25,000 shares; 2025Q2: 29,060 shares; 2025Q3: 32,942 shares; 2025Q4: 33,198 shares; 2026Q1: 35,862 shares 35,862 $1.38M 0.1% +2,664 Timeline GWX 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: 32,562 shares; 2024Q4: 32,415 shares; 2025Q1: 33,062 shares; 2025Q2: 32,677 shares; 2025Q3: 32,824 shares; 2025Q4: 32,656 shares; 2026Q1: 32,644 shares 32,644 $1.38M 0.1% -12 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 9,643 shares; 2025Q1: 9,793 shares; 2025Q2: 8,806 shares; 2025Q3: 9,474 shares; 2025Q4: 9,404 shares; 2026Q1: 8,318 shares 8,318 $1.38M 0.1% -1,086 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 11,255 shares; 2025Q1: 11,608 shares; 2025Q2: 11,998 shares; 2025Q3: 11,249 shares; 2025Q4: 10,007 shares; 2026Q1: 10,414 shares 10,414 $1.37M 0.1% +407 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,320 shares 29,320 $1.37M 0.1% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,365 shares; 2025Q1: 4,371 shares; 2025Q2: 5,577 shares; 2025Q3: 5,534 shares; 2025Q4: 5,558 shares; 2026Q1: 5,502 shares 5,502 $1.36M 0.1% -56 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,512 shares; 2024Q4: 64,053 shares; 2025Q1: 65,967 shares; 2025Q2: 70,191 shares; 2025Q3: 30,473 shares; 2025Q4: 25,326 shares; 2026Q1: 23,831 shares 23,831 $1.35M 0.1% -1,495 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 5,881 shares; 2025Q1: 5,800 shares; 2025Q2: 6,533 shares; 2025Q3: 7,519 shares; 2025Q4: 7,106 shares; 2026Q1: 6,987 shares 6,987 $1.35M 0.1% -119 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: 13,195 shares; 2024Q4: 12,635 shares; 2025Q1: 12,778 shares; 2025Q2: 13,113 shares; 2025Q3: 12,348 shares; 2025Q4: 11,735 shares; 2026Q1: 11,645 shares 11,645 $1.34M 0.1% -90 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 13,961 shares; 2025Q1: 14,451 shares; 2025Q2: 14,657 shares; 2025Q3: 15,034 shares; 2025Q4: 15,023 shares; 2026Q1: 14,367 shares 14,367 $1.33M 0.1% -656 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares 3,467 $1.33M 0.1% 0 Timeline EQL 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: 10,200 shares; 2024Q4: 10,650 shares; 2025Q1: 10,750 shares; 2025Q2: 32,450 shares; 2025Q3: 30,700 shares; 2025Q4: 30,000 shares; 2026Q1: 27,850 shares 27,850 $1.32M 0.1% -2,150 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,253 shares; 2025Q2: 19,553 shares; 2025Q3: 21,254 shares; 2025Q4: 22,555 shares; 2026Q1: 25,872 shares 25,872 $1.28M 0.09% +3,317 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,416 shares; 2024Q4: 23,616 shares; 2025Q1: 19,816 shares; 2025Q2: 21,673 shares; 2025Q3: 21,678 shares; 2025Q4: 21,622 shares; 2026Q1: 21,427 shares 21,427 $1.25M 0.09% -195 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,686 shares; 2025Q1: 3,901 shares; 2025Q2: 4,001 shares; 2025Q3: 4,405 shares; 2025Q4: 3,950 shares; 2026Q1: 3,696 shares 3,696 $1.25M 0.09% -254 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,424 shares; 2024Q4: 29,800 shares; 2025Q1: 28,086 shares; 2025Q2: 28,136 shares; 2025Q3: 26,911 shares; 2025Q4: 26,116 shares; 2026Q1: 26,162 shares 26,162 $1.23M 0.09% +46 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,245 shares; 2025Q1: 3,526 shares; 2025Q2: 5,312 shares; 2025Q3: 5,287 shares; 2025Q4: 4,915 shares; 2026Q1: 4,988 shares 4,988 $1.21M 0.09% +73 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,735 shares; 2024Q4: 24,335 shares; 2025Q1: 24,235 shares; 2025Q2: 22,585 shares; 2025Q3: 22,665 shares; 2025Q4: 22,465 shares; 2026Q1: 21,165 shares 21,165 $1.21M 0.09% -1,300 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: 10,175 shares; 2024Q4: 10,373 shares; 2025Q1: 9,371 shares; 2025Q2: 7,268 shares; 2025Q3: 7,072 shares; 2025Q4: 7,974 shares; 2026Q1: 7,926 shares 7,926 $1.17M 0.09% -48 Timeline USMV 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: 29,120 shares; 2024Q4: 22,638 shares; 2025Q1: 20,550 shares; 2025Q2: 18,906 shares; 2025Q3: 14,306 shares; 2025Q4: 13,259 shares; 2026Q1: 12,602 shares 12,602 $1.17M 0.09% -657 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: 3,288 shares; 2024Q4: 3,627 shares; 2025Q1: 3,875 shares; 2025Q2: 3,928 shares; 2025Q3: 3,958 shares; 2025Q4: 3,961 shares; 2026Q1: 3,636 shares 3,636 $1.16M 0.08% -325 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 14,109 shares; 2025Q1: 14,196 shares; 2025Q2: 14,830 shares; 2025Q3: 15,318 shares; 2025Q4: 16,438 shares; 2026Q1: 18,753 shares 18,753 $1.16M 0.08% +2,315 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,151 shares; 2024Q4: 10,424 shares; 2025Q1: 9,720 shares; 2025Q2: 8,126 shares; 2025Q3: 7,613 shares; 2025Q4: 7,524 shares; 2026Q1: 7,834 shares 7,834 $1.15M 0.08% +310 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 1,931 shares; 2025Q1: 1,865 shares; 2025Q2: 2,072 shares; 2025Q3: 2,082 shares; 2025Q4: 2,453 shares; 2026Q1: 2,036 shares 2,036 $1.15M 0.08% -417 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,902 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,902 shares; 2025Q4: 3,896 shares; 2026Q1: 3,896 shares 3,896 $1.14M 0.08% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,446 shares; 2026Q1: 18,871 shares 18,871 $1.14M 0.08% +5,425 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 15,057 shares; 2025Q1: 16,986 shares; 2025Q2: 16,202 shares; 2025Q3: 15,368 shares; 2025Q4: 19,213 shares; 2026Q1: 21,048 shares 21,048 $1.11M 0.08% +1,835 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 20,482 shares; 2025Q1: 21,950 shares; 2025Q2: 21,321 shares; 2025Q3: 20,875 shares; 2025Q4: 21,426 shares; 2026Q1: 21,429 shares 21,429 $1.1M 0.08% +3 Timeline EWX 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: 16,239 shares; 2024Q4: 15,987 shares; 2025Q1: 15,999 shares; 2025Q2: 15,843 shares; 2025Q3: 16,013 shares; 2025Q4: 16,323 shares; 2026Q1: 16,503 shares 16,503 $1.09M 0.08% +180 Timeline FREL 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: 37,238 shares; 2024Q4: 36,512 shares; 2025Q1: 36,797 shares; 2025Q2: 36,797 shares; 2025Q3: 40,281 shares; 2025Q4: 40,281 shares; 2026Q1: 40,281 shares 40,281 $1.08M 0.08% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 14,107 shares; 2026Q1: 19,836 shares 19,836 $1.08M 0.08% +5,729 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,728 shares; 2024Q4: 53,224 shares; 2025Q1: 58,377 shares; 2025Q2: 67,626 shares; 2025Q3: 70,629 shares; 2025Q4: 75,172 shares; 2026Q1: 77,851 shares 77,851 $1.07M 0.08% +2,679 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,917 shares; 2024Q4: 140,710 shares; 2025Q1: 141,407 shares; 2025Q2: 142,485 shares; 2025Q3: 129,880 shares; 2025Q4: 125,900 shares; 2026Q1: 119,091 shares 119,091 $1.07M 0.08% -6,809 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 9,881 shares; 2025Q1: 8,969 shares; 2025Q2: 8,948 shares; 2025Q3: 9,223 shares; 2025Q4: 9,676 shares; 2026Q1: 9,768 shares 9,768 $1.07M 0.08% +92 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: 13,568 shares; 2024Q4: 13,049 shares; 2025Q1: 12,341 shares; 2025Q2: 12,636 shares; 2025Q3: 13,275 shares; 2025Q4: 13,223 shares; 2026Q1: 12,287 shares 12,287 $1.06M 0.08% -936 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,977 shares; 2025Q1: 3,819 shares; 2025Q2: 3,820 shares; 2025Q3: 3,833 shares; 2025Q4: 7,182 shares; 2026Q1: 7,966 shares 7,966 $1.06M 0.08% +784 Timeline EL PASO ENERGY CAP TR I EL PASO ENERGY CAP TR I More: the full row for EL PASO ENERGY CAP TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,293 shares 20,293 $1.03M 0.07% new EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 9,075 shares; 2025Q3: 8,975 shares; 2025Q4: 8,875 shares; 2026Q1: 8,925 shares 8,925 $1.03M 0.07% +50 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,607 shares; 2024Q4: 37,868 shares; 2025Q1: 42,263 shares; 2025Q2: 45,611 shares; 2025Q3: 50,031 shares; 2025Q4: 25,916 shares; 2026Q1: 20,206 shares 20,206 $1.03M 0.07% -5,710 Timeline FDEM 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: 32,125 shares 32,125 $1.01M 0.07% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,721 shares; 2024Q4: 24,713 shares; 2025Q1: 26,862 shares; 2025Q2: 25,325 shares; 2025Q3: 24,344 shares; 2025Q4: 19,808 shares; 2026Q1: 19,436 shares 19,436 $1.01M 0.07% -372 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 14,076 shares; 2025Q1: 14,102 shares; 2025Q2: 14,096 shares; 2025Q3: 14,535 shares; 2025Q4: 11,115 shares; 2026Q1: 10,757 shares 10,757 $999K 0.07% -358 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,524 shares; 2025Q1: 5,374 shares; 2025Q2: 5,014 shares; 2025Q3: 4,979 shares; 2025Q4: 4,979 shares; 2026Q1: 5,029 shares 5,029 $995K 0.07% +50 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,066 shares; 2024Q4: 7,925 shares; 2025Q1: 7,624 shares; 2025Q2: 7,632 shares; 2025Q3: 7,815 shares; 2025Q4: 7,424 shares; 2026Q1: 7,551 shares 7,551 $990K 0.07% +127 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,836 shares; 2024Q4: 28,877 shares; 2025Q1: 26,451 shares; 2025Q2: 25,189 shares; 2025Q3: 19,387 shares; 2025Q4: 16,789 shares; 2026Q1: 16,276 shares 16,276 $987K 0.07% -513 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,594 shares; 2025Q1: 7,169 shares; 2025Q2: 7,821 shares; 2025Q3: 8,281 shares; 2025Q4: 8,039 shares; 2026Q1: 6,705 shares 6,705 $981K 0.07% -1,334 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: 6,384 shares; 2024Q4: 5,856 shares; 2025Q1: 5,806 shares; 2025Q2: 5,112 shares; 2025Q3: 4,920 shares; 2025Q4: 4,877 shares; 2026Q1: 4,716 shares 4,716 $981K 0.07% -161 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 726 shares; 2025Q2: 835 shares; 2025Q3: 819 shares; 2025Q4: 1,160 shares; 2026Q1: 1,146 shares 1,146 $969K 0.07% -14 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,075 shares; 2025Q4: 28,426 shares; 2026Q1: 38,287 shares 38,287 $968K 0.07% +9,861 Timeline PDN 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: 21,724 shares; 2024Q4: 21,565 shares; 2025Q1: 21,502 shares; 2025Q2: 21,367 shares; 2025Q3: 21,474 shares; 2025Q4: 21,934 shares; 2026Q1: 22,244 shares 22,244 $965K 0.07% +310 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,173 shares; 2024Q4: 86,923 shares; 2025Q1: 96,431 shares; 2025Q2: 103,750 shares; 2025Q3: 117,540 shares; 2025Q4: 123,026 shares; 2026Q1: 78,157 shares 78,157 $964K 0.07% -44,869 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,436 shares; 2024Q4: 20,418 shares; 2025Q1: 21,464 shares; 2025Q2: 22,986 shares; 2025Q3: 24,763 shares; 2025Q4: 24,298 shares; 2026Q1: 24,382 shares 24,382 $961K 0.07% +84 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: 4,237 shares; 2024Q4: 7,840 shares; 2025Q1: 7,935 shares; 2025Q2: 10,509 shares; 2025Q3: 10,612 shares; 2025Q4: 10,427 shares; 2026Q1: 10,285 shares 10,285 $957K 0.07% -142 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 5,265 shares; 2025Q1: 4,687 shares; 2025Q2: 5,024 shares; 2025Q3: 4,941 shares; 2025Q4: 3,084 shares; 2026Q1: 3,073 shares 3,073 $955K 0.07% -11 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,518 shares; 2025Q4: 19,300 shares; 2026Q1: 20,353 shares 20,353 $950K 0.07% +1,053 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,338 shares; 2025Q1: 1,314 shares; 2025Q2: 1,101 shares; 2025Q3: 1,135 shares; 2025Q4: 939 shares; 2026Q1: 938 shares 938 $935K 0.07% -1 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,217 shares; 2026Q1: 12,439 shares 12,439 $931K 0.07% +9,222 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,706 shares; 2025Q2: 61,210 shares; 2025Q3: 65,788 shares; 2025Q4: 65,788 shares; 2026Q1: 65,813 shares 65,813 $927K 0.07% +25 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 2,911 shares; 2025Q4: 3,856 shares; 2026Q1: 3,693 shares 3,693 $925K 0.07% -163 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 2,298 shares; 2025Q4: 3,705 shares; 2026Q1: 5,648 shares 5,648 $924K 0.07% +1,943 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,079 shares; 2025Q2: 4,646 shares; 2025Q3: 4,572 shares; 2025Q4: 4,002 shares; 2026Q1: 4,003 shares 4,003 $920K 0.07% +1 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: not reported; 2025Q2: not reported; 2025Q3: 16,060 shares; 2025Q4: 16,305 shares; 2026Q1: 17,993 shares 17,993 $914K 0.07% +1,688 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,235 shares; 2024Q4: 45,759 shares; 2025Q1: 43,124 shares; 2025Q2: 43,378 shares; 2025Q3: 39,963 shares; 2025Q4: 34,412 shares; 2026Q1: 32,450 shares 32,450 $911K 0.07% -1,962 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: 2,231 shares; 2024Q4: 2,163 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,843 shares; 2025Q4: 1,750 shares; 2026Q1: 1,660 shares 1,660 $893K 0.06% -90 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,081 shares; 2025Q1: 5,304 shares; 2025Q2: 4,992 shares; 2025Q3: 4,820 shares; 2025Q4: 3,865 shares; 2026Q1: 3,757 shares 3,757 $888K 0.06% -108 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: 12,028 shares; 2024Q4: 12,033 shares; 2025Q1: 12,335 shares; 2025Q2: 12,445 shares; 2025Q3: 12,138 shares; 2025Q4: 11,505 shares; 2026Q1: 12,308 shares 12,308 $878K 0.06% +803 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,442 shares; 2024Q4: 14,032 shares; 2025Q1: 13,832 shares; 2025Q2: 12,777 shares; 2025Q3: 12,677 shares; 2025Q4: 12,642 shares; 2026Q1: 12,642 shares 12,642 $877K 0.06% 0 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: 6,451 shares; 2024Q4: 6,717 shares; 2025Q1: 6,801 shares; 2025Q2: 6,807 shares; 2025Q3: 7,349 shares; 2025Q4: 7,849 shares; 2026Q1: 8,492 shares 8,492 $876K 0.06% +643 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 8,610 shares; 2025Q4: 8,796 shares; 2026Q1: 18,801 shares 18,801 $872K 0.06% +10,005 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,252 shares; 2026Q1: 7,992 shares 7,992 $858K 0.06% +1,740 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,115 shares; 2025Q1: 3,070 shares; 2025Q2: 3,002 shares; 2025Q3: 3,043 shares; 2025Q4: 3,032 shares; 2026Q1: 2,984 shares 2,984 $856K 0.06% -48 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: 63,968 shares; 2024Q4: 92,754 shares; 2025Q1: 93,586 shares; 2025Q2: 102,231 shares; 2025Q3: 117,591 shares; 2025Q4: 117,965 shares; 2026Q1: 74,219 shares 74,219 $854K 0.06% -43,746 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,110 shares; 2025Q2: 4,935 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,954 shares 4,954 $837K 0.06% +279 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 712 shares; 2025Q1: 687 shares; 2025Q2: 10,273 shares; 2025Q3: 10,113 shares; 2025Q4: 9,408 shares; 2026Q1: 9,058 shares 9,058 $836K 0.06% -350 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,829 shares; 2025Q1: 5,933 shares; 2025Q2: 6,151 shares; 2025Q3: 6,320 shares; 2025Q4: 6,350 shares; 2026Q1: 6,040 shares 6,040 $835K 0.06% -310 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,508 shares; 2025Q1: 4,493 shares; 2025Q2: 4,228 shares; 2025Q3: 4,160 shares; 2025Q4: 3,979 shares; 2026Q1: 4,082 shares 4,082 $829K 0.06% +103 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares 862 $829K 0.06% new 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: 25,590 shares; 2024Q4: 25,594 shares; 2025Q1: 25,596 shares; 2025Q2: 25,601 shares; 2025Q3: 25,605 shares; 2025Q4: 25,610 shares; 2026Q1: 22,868 shares 22,868 $822K 0.06% -2,742 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 12,522 shares; 2025Q1: 13,007 shares; 2025Q2: 11,985 shares; 2025Q3: 11,785 shares; 2025Q4: 10,518 shares; 2026Q1: 9,516 shares 9,516 $811K 0.06% -1,002 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,966 shares; 2024Q4: 12,966 shares; 2025Q1: 12,966 shares; 2025Q2: 13,244 shares; 2025Q3: 13,244 shares; 2025Q4: 13,244 shares; 2026Q1: 13,629 shares 13,629 $807K 0.06% +385 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,285 shares; 2025Q1: 3,294 shares; 2025Q2: 3,546 shares; 2025Q3: 3,400 shares; 2025Q4: 3,291 shares; 2026Q1: 3,296 shares 3,296 $805K 0.06% +5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,366 shares; 2025Q1: 7,199 shares; 2025Q2: 5,480 shares; 2025Q3: 5,829 shares; 2025Q4: 6,060 shares; 2026Q1: 6,248 shares 6,248 $805K 0.06% +188 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,517 shares; 2024Q4: 8,903 shares; 2025Q1: 9,067 shares; 2025Q2: 9,881 shares; 2025Q3: 9,897 shares; 2025Q4: 9,853 shares; 2026Q1: 9,582 shares 9,582 $802K 0.06% -271 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,750 shares; 2025Q3: 6,883 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares 7,083 $796K 0.06% 0 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: 16,565 shares; 2024Q4: 12,346 shares; 2025Q1: 11,848 shares; 2025Q2: 11,226 shares; 2025Q3: 11,421 shares; 2025Q4: 11,253 shares; 2026Q1: 10,929 shares 10,929 $785K 0.06% -324 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: 3,029 shares; 2024Q4: 3,036 shares; 2025Q1: 2,270 shares; 2025Q2: 2,347 shares; 2025Q3: 2,425 shares; 2025Q4: 4,318 shares; 2026Q1: 4,727 shares 4,727 $783K 0.06% +409 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,336 shares; 2024Q4: 77,712 shares; 2025Q1: 79,231 shares; 2025Q2: 78,003 shares; 2025Q3: 125,303 shares; 2025Q4: 115,236 shares; 2026Q1: 75,650 shares 75,650 $779K 0.06% -39,586 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: 17,888 shares; 2024Q4: 17,304 shares; 2025Q1: 17,108 shares; 2025Q2: 16,491 shares; 2025Q3: 16,007 shares; 2025Q4: 16,254 shares; 2026Q1: 15,753 shares 15,753 $778K 0.06% -501 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,832 shares; 2025Q1: 6,583 shares; 2025Q2: 6,476 shares; 2025Q3: 6,693 shares; 2025Q4: 6,803 shares; 2026Q1: 10,210 shares 10,210 $767K 0.06% +3,407 Timeline PGRO 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: 6,592 shares; 2025Q4: 7,609 shares; 2026Q1: 18,919 shares 18,919 $762K 0.06% +11,310 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,120 shares; 2024Q4: 8,304 shares; 2025Q1: 8,004 shares; 2025Q2: 8,092 shares; 2025Q3: 6,950 shares; 2025Q4: 6,956 shares; 2026Q1: 6,863 shares 6,863 $757K 0.06% -93 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,696 shares; 2024Q4: 14,695 shares; 2025Q1: 13,978 shares; 2025Q2: 14,435 shares; 2025Q3: 14,144 shares; 2025Q4: 12,013 shares; 2026Q1: 8,011 shares 8,011 $753K 0.05% -4,002 Timeline AFMC 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: 12,206 shares; 2024Q4: 15,076 shares; 2025Q1: 16,621 shares; 2025Q2: 17,026 shares; 2025Q3: 19,856 shares; 2025Q4: 19,273 shares; 2026Q1: 20,974 shares 20,974 $745K 0.05% +1,701 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,324 shares 10,324 $739K 0.05% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,810 shares; 2024Q4: 16,278 shares; 2025Q1: 17,228 shares; 2025Q2: 18,278 shares; 2025Q3: 21,706 shares; 2025Q4: 21,706 shares; 2026Q1: 21,992 shares 21,992 $736K 0.05% +286 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,501 shares; 2024Q4: 9,894 shares; 2025Q1: 9,325 shares; 2025Q2: 8,816 shares; 2025Q3: 8,717 shares; 2025Q4: 8,100 shares; 2026Q1: 7,570 shares 7,570 $730K 0.05% -530 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 7,627 shares; 2025Q1: 7,565 shares; 2025Q2: 7,996 shares; 2025Q3: 8,273 shares; 2025Q4: 8,714 shares; 2026Q1: 8,862 shares 8,862 $727K 0.05% +148 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,087 shares; 2025Q1: 4,092 shares; 2025Q2: 4,098 shares; 2025Q3: 5,538 shares; 2025Q4: 15,242 shares; 2026Q1: 15,831 shares 15,831 $726K 0.05% +589 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,703 shares; 2024Q4: 9,552 shares; 2025Q1: 10,134 shares; 2025Q2: 10,443 shares; 2025Q3: 8,799 shares; 2025Q4: 9,739 shares; 2026Q1: 8,855 shares 8,855 $725K 0.05% -884 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 27,843 shares; 2025Q1: 27,843 shares; 2025Q2: 27,843 shares; 2025Q3: 27,843 shares; 2025Q4: 27,975 shares; 2026Q1: 27,975 shares 27,975 $717K 0.05% 0 Timeline RING 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: 8,836 shares; 2024Q4: 8,836 shares; 2025Q1: 8,836 shares; 2025Q2: 8,836 shares; 2025Q3: 8,836 shares; 2025Q4: 8,836 shares; 2026Q1: 8,836 shares 8,836 $698K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 8,947 shares; 2025Q1: 9,134 shares; 2025Q2: 9,169 shares; 2025Q3: 9,752 shares; 2025Q4: 8,936 shares; 2026Q1: 8,913 shares 8,913 $692K 0.05% -23 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: 10,489 shares; 2024Q4: 9,885 shares; 2025Q1: 9,706 shares; 2025Q2: 9,134 shares; 2025Q3: 5,896 shares; 2025Q4: 4,760 shares; 2026Q1: 4,716 shares 4,716 $688K 0.05% -44 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,790 shares; 2024Q4: 104,983 shares; 2025Q1: 107,574 shares; 2025Q2: 103,910 shares; 2025Q3: 165,652 shares; 2025Q4: 150,979 shares; 2026Q1: 71,578 shares 71,578 $681K 0.05% -79,401 Timeline EALT 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: 11,337 shares; 2024Q4: 15,504 shares; 2025Q1: 17,454 shares; 2025Q2: 18,604 shares; 2025Q3: 20,021 shares; 2025Q4: 20,021 shares; 2026Q1: 20,221 shares 20,221 $679K 0.05% +200 Timeline IBDU 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: 14,602 shares; 2025Q2: 22,571 shares; 2025Q3: 28,664 shares; 2025Q4: 32,499 shares; 2026Q1: 29,020 shares 29,020 $675K 0.05% -3,479 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,432 shares; 2026Q1: 19,881 shares 19,881 $672K 0.05% +2,449 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,888 shares 8,888 $667K 0.05% new 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: 7,376 shares; 2025Q2: 4,972 shares; 2025Q3: 3,926 shares; 2025Q4: 3,601 shares; 2026Q1: 3,382 shares 3,382 $667K 0.05% -219 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: 5,520 shares; 2024Q4: 5,869 shares; 2025Q1: 5,701 shares; 2025Q2: 5,553 shares; 2025Q3: 5,119 shares; 2025Q4: 5,068 shares; 2026Q1: 4,821 shares 4,821 $656K 0.05% -247 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 9,298 shares; 2025Q1: 8,354 shares; 2025Q2: 8,539 shares; 2025Q3: 8,567 shares; 2025Q4: 8,767 shares; 2026Q1: 9,060 shares 9,060 $652K 0.05% +293 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: 4,240 shares; 2024Q4: 6,447 shares; 2025Q1: 6,468 shares; 2025Q2: 6,499 shares; 2025Q3: 6,531 shares; 2025Q4: 6,574 shares; 2026Q1: 6,131 shares 6,131 $651K 0.05% -443 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,373 shares; 2025Q1: 5,389 shares; 2025Q2: 5,014 shares; 2025Q3: 5,029 shares; 2025Q4: 5,043 shares; 2026Q1: 5,058 shares 5,058 $649K 0.05% +15 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,356 shares; 2025Q1: 1,363 shares; 2025Q2: 1,123 shares; 2025Q3: 1,144 shares; 2025Q4: 1,051 shares; 2026Q1: 1,064 shares 1,064 $643K 0.05% +13 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,660 shares; 2025Q1: 4,555 shares; 2025Q2: 5,634 shares; 2025Q3: 6,067 shares; 2025Q4: 7,998 shares; 2026Q1: 8,303 shares 8,303 $641K 0.05% +305 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,408 shares; 2025Q1: 1,927 shares; 2025Q2: 1,985 shares; 2025Q3: 2,008 shares; 2025Q4: 3,463 shares; 2026Q1: 3,079 shares 3,079 $641K 0.05% -384 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,581 shares; 2025Q1: 4,733 shares; 2025Q2: 4,731 shares; 2025Q3: 4,775 shares; 2025Q4: 4,953 shares; 2026Q1: 5,099 shares 5,099 $638K 0.05% +146 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: 6,543 shares; 2024Q4: 6,309 shares; 2025Q1: 6,043 shares; 2025Q2: 6,143 shares; 2025Q3: 5,899 shares; 2025Q4: 5,740 shares; 2026Q1: 5,763 shares 5,763 $632K 0.05% +23 Timeline FCEF 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: 11,925 shares; 2025Q4: 30,175 shares; 2026Q1: 27,950 shares 27,950 $629K 0.05% -2,225 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 13,075 shares; 2025Q1: 13,087 shares; 2025Q2: 26,052 shares; 2025Q3: 24,580 shares; 2025Q4: 27,115 shares; 2026Q1: 27,856 shares 27,856 $626K 0.05% +741 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,347 shares; 2026Q1: 25,869 shares 25,869 $620K 0.05% +15,522 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: 2,597 shares; 2024Q4: 2,597 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,599 shares; 2026Q1: 2,599 shares 2,599 $614K 0.04% 0 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: 10,489 shares; 2024Q4: 17,064 shares; 2025Q1: 19,439 shares; 2025Q2: 24,289 shares; 2025Q3: 24,289 shares; 2025Q4: 28,239 shares; 2026Q1: 39,289 shares 39,289 $609K 0.04% +11,050 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: 2,592 shares; 2024Q4: 2,461 shares; 2025Q1: 2,580 shares; 2025Q2: 2,840 shares; 2025Q3: 2,778 shares; 2025Q4: 5,083 shares; 2026Q1: 5,020 shares 5,020 $608K 0.04% -63 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 8,392 shares; 2025Q1: 9,293 shares; 2025Q2: 9,090 shares; 2025Q3: 9,535 shares; 2025Q4: 10,035 shares; 2026Q1: 9,832 shares 9,832 $608K 0.04% -203 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: 15,088 shares; 2025Q3: 15,088 shares; 2025Q4: 14,888 shares; 2026Q1: 14,892 shares 14,892 $607K 0.04% +4 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,067 shares 7,067 $605K 0.04% new Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 40,000 shares; 2025Q3: 38,000 shares; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares 38,000 $603K 0.04% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 13,955 shares; 2025Q1: 14,547 shares; 2025Q2: 14,097 shares; 2025Q3: 13,505 shares; 2025Q4: 13,505 shares; 2026Q1: 13,335 shares 13,335 $601K 0.04% -170 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,908 shares; 2025Q1: 5,945 shares; 2025Q2: 5,953 shares; 2025Q3: 6,072 shares; 2025Q4: 5,814 shares; 2026Q1: 5,987 shares 5,987 $591K 0.04% +173 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 7,825 shares; 2025Q1: 8,355 shares; 2025Q2: 8,415 shares; 2025Q3: 8,415 shares; 2025Q4: 9,265 shares; 2026Q1: 10,820 shares 10,820 $590K 0.04% +1,555 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,018 shares; 2024Q4: 116,150 shares; 2025Q1: 119,239 shares; 2025Q2: 116,140 shares; 2025Q3: 120,819 shares; 2025Q4: 120,549 shares; 2026Q1: 67,842 shares 67,842 $588K 0.04% -52,707 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,046 shares 14,046 $585K 0.04% new Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $584K 0.04% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,192 shares 11,192 $583K 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,057 shares; 2025Q1: 2,238 shares; 2025Q2: 3,917 shares; 2025Q3: 3,962 shares; 2025Q4: 2,602 shares; 2026Q1: 2,851 shares 2,851 $580K 0.04% +249 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,819 shares; 2024Q4: 16,823 shares; 2025Q1: 12,045 shares; 2025Q2: 13,338 shares; 2025Q3: 13,693 shares; 2025Q4: 13,073 shares; 2026Q1: 11,830 shares 11,830 $577K 0.04% -1,243 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,223 shares; 2024Q4: 15,773 shares; 2025Q1: 15,123 shares; 2025Q2: 15,173 shares; 2025Q3: 15,243 shares; 2025Q4: 15,843 shares; 2026Q1: 15,843 shares 15,843 $576K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,093 shares; 2025Q1: 1,750 shares; 2025Q2: 1,826 shares; 2025Q3: 1,631 shares; 2025Q4: 1,707 shares; 2026Q1: 1,561 shares 1,561 $574K 0.04% -146 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,161 shares; 2025Q1: 2,222 shares; 2025Q2: 2,368 shares; 2025Q3: 2,271 shares; 2025Q4: 2,184 shares; 2026Q1: 2,112 shares 2,112 $571K 0.04% -72 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: 8,667 shares; 2024Q4: 8,968 shares; 2025Q1: 9,016 shares; 2025Q2: 8,823 shares; 2025Q3: 8,068 shares; 2025Q4: 7,131 shares; 2026Q1: 6,367 shares 6,367 $565K 0.04% -764 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares; 2026Q1: 6,118 shares 6,118 $565K 0.04% +1,714 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME 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: 182,942 shares; 2025Q4: 169,680 shares; 2026Q1: 74,167 shares 74,167 $561K 0.04% -95,513 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,045 shares; 2025Q1: 8,077 shares; 2025Q2: 13,848 shares; 2025Q3: 18,699 shares; 2025Q4: 19,158 shares; 2026Q1: 21,900 shares 21,900 $561K 0.04% +2,742 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,116 shares; 2025Q1: 8,150 shares; 2025Q2: 14,011 shares; 2025Q3: 18,508 shares; 2025Q4: 18,973 shares; 2026Q1: 21,737 shares 21,737 $553K 0.04% +2,764 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,299 shares; 2024Q4: 7,849 shares; 2025Q1: 7,927 shares; 2025Q2: 11,077 shares; 2025Q3: 11,480 shares; 2025Q4: 10,075 shares; 2026Q1: 8,839 shares 8,839 $551K 0.04% -1,236 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,522 shares; 2025Q3: 3,265 shares; 2025Q4: 3,118 shares; 2026Q1: 3,017 shares 3,017 $550K 0.04% -101 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,380 shares; 2025Q1: 13,030 shares; 2025Q2: 26,150 shares; 2025Q3: 25,706 shares; 2025Q4: 20,906 shares; 2026Q1: 18,263 shares 18,263 $543K 0.04% -2,643 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,749 shares; 2025Q1: 4,739 shares; 2025Q2: 4,591 shares; 2025Q3: 4,730 shares; 2025Q4: 4,703 shares; 2026Q1: 4,663 shares 4,663 $540K 0.04% -40 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,605 shares; 2025Q4: 18,793 shares; 2026Q1: 18,793 shares 18,793 $540K 0.04% 0 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,667 shares; 2024Q4: 32,624 shares; 2025Q1: 32,424 shares; 2025Q2: 32,407 shares; 2025Q3: 33,492 shares; 2025Q4: 33,475 shares; 2026Q1: 33,475 shares 33,475 $539K 0.04% 0 Timeline IBMQ 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: 14,163 shares; 2025Q3: 18,117 shares; 2025Q4: 18,382 shares; 2026Q1: 21,085 shares 21,085 $538K 0.04% +2,703 Timeline IBMR 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: 14,291 shares; 2025Q3: 18,272 shares; 2025Q4: 18,538 shares; 2026Q1: 21,054 shares 21,054 $534K 0.04% +2,516 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,150 shares; 2025Q4: 11,150 shares; 2026Q1: 11,310 shares 11,310 $531K 0.04% +160 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,862 shares; 2025Q1: 4,037 shares; 2025Q2: 4,075 shares; 2025Q3: 4,072 shares; 2025Q4: 3,989 shares; 2026Q1: 4,129 shares 4,129 $529K 0.04% +140 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,324 shares; 2025Q1: 7,199 shares; 2025Q2: 7,474 shares; 2025Q3: 7,642 shares; 2025Q4: 7,289 shares; 2026Q1: 6,790 shares 6,790 $512K 0.04% -499 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,543 shares; 2025Q3: 2,110 shares; 2025Q4: 2,281 shares; 2026Q1: 2,584 shares 2,584 $512K 0.04% +303 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 3,905 shares 3,905 $512K 0.04% +2,200 Timeline IBMS 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: 17,310 shares; 2026Q1: 19,725 shares 19,725 $509K 0.04% +2,415 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: 800 shares 800 $508K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 3,491 shares; 2025Q1: 3,187 shares; 2025Q2: 2,815 shares; 2025Q3: 2,765 shares; 2025Q4: 2,559 shares; 2026Q1: 2,537 shares 2,537 $505K 0.04% -22 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: 10,704 shares; 2024Q4: 10,704 shares; 2025Q1: 10,785 shares; 2025Q2: 10,704 shares; 2025Q3: 10,704 shares; 2025Q4: 10,704 shares; 2026Q1: 10,895 shares 10,895 $497K 0.04% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,772 shares 1,772 $495K 0.04% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares; 2026Q1: 8,535 shares 8,535 $495K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,760 shares; 2025Q1: 4,441 shares; 2025Q2: 4,452 shares; 2025Q3: 4,339 shares; 2025Q4: 4,204 shares; 2026Q1: 2,840 shares 2,840 $490K 0.04% -1,364 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 471 shares; 2025Q4: 372 shares; 2026Q1: 332 shares 332 $489K 0.04% -40 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: 1,479 shares; 2026Q1: 1,481 shares 1,481 $484K 0.04% +2 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,389 shares; 2025Q1: 12,917 shares; 2025Q2: 6,641 shares; 2025Q3: 5,916 shares; 2025Q4: 5,117 shares; 2026Q1: 6,571 shares 6,571 $484K 0.04% +1,454 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,813 shares 1,813 $484K 0.04% 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: not reported; 2025Q3: 9,194 shares; 2025Q4: 10,669 shares; 2026Q1: 12,344 shares 12,344 $483K 0.04% +1,675 Timeline CATH 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: 6,491 shares; 2024Q4: 5,587 shares; 2025Q1: 5,619 shares; 2025Q2: 5,619 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares; 2026Q1: 6,163 shares 6,163 $482K 0.04% +29 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: 1,732 shares; 2025Q2: 1,782 shares; 2025Q3: 1,783 shares; 2025Q4: 1,751 shares; 2026Q1: 1,746 shares 1,746 $480K 0.03% -5 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 9,564 shares; 2025Q1: 9,877 shares; 2025Q2: 9,911 shares; 2025Q3: 10,174 shares; 2025Q4: 9,988 shares; 2026Q1: 9,863 shares 9,863 $480K 0.03% -125 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,174 shares; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 1,714 shares; 2025Q4: 2,971 shares; 2026Q1: 3,008 shares 3,008 $480K 0.03% +37 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: 5,732 shares; 2024Q4: 5,210 shares; 2025Q1: 6,286 shares; 2025Q2: 7,695 shares; 2025Q3: 7,004 shares; 2025Q4: 6,654 shares; 2026Q1: 6,604 shares 6,604 $480K 0.03% -50 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,932 shares; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,457 shares; 2025Q4: 3,390 shares; 2026Q1: 3,875 shares 3,875 $476K 0.03% +485 Timeline RCTR 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: 10,836 shares; 2026Q1: 13,594 shares 13,594 $473K 0.03% +2,758 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 2,110 shares; 2025Q1: 2,608 shares; 2025Q2: 2,600 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,600 shares 2,600 $472K 0.03% -150 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 14,079 shares; 2025Q1: 14,268 shares; 2025Q2: 14,209 shares; 2025Q3: 18,075 shares; 2025Q4: 17,701 shares; 2026Q1: 18,205 shares 18,205 $465K 0.03% +504 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,340 shares; 2024Q4: 19,171 shares; 2025Q1: 9,187 shares; 2025Q2: 12,591 shares; 2025Q3: 11,020 shares; 2025Q4: 9,652 shares; 2026Q1: 10,449 shares 10,449 $461K 0.03% +797 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,523 shares 16,523 $458K 0.03% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,513 shares; 2025Q3: 41,516 shares; 2025Q4: 4,158 shares; 2026Q1: 4,076 shares 4,076 $457K 0.03% -82 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,491 shares; 2025Q2: 30,760 shares; 2025Q3: 29,481 shares; 2025Q4: 31,002 shares; 2026Q1: 31,522 shares 31,522 $456K 0.03% +520 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,861 shares; 2026Q1: 4,755 shares 4,755 $456K 0.03% -1,106 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,440 shares; 2025Q1: 4,541 shares; 2025Q2: 4,719 shares; 2025Q3: 4,521 shares; 2025Q4: 5,098 shares; 2026Q1: 5,499 shares 5,499 $451K 0.03% +401 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 6,342 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,342 shares; 2025Q4: 6,209 shares; 2026Q1: 6,209 shares 6,209 $449K 0.03% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,077 shares 7,077 $447K 0.03% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,221 shares; 2024Q4: 58,778 shares; 2025Q1: 59,671 shares; 2025Q2: 69,911 shares; 2025Q3: 80,293 shares; 2025Q4: 78,545 shares; 2026Q1: 42,799 shares 42,799 $444K 0.03% -35,746 Timeline IDU 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: 2,870 shares; 2025Q4: 3,516 shares; 2026Q1: 3,806 shares 3,806 $442K 0.03% +290 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,314 shares; 2024Q4: 85,605 shares; 2025Q1: 77,751 shares; 2025Q2: 56,153 shares; 2025Q3: 9,849 shares; 2025Q4: 8,701 shares; 2026Q1: 5,009 shares 5,009 $440K 0.03% -3,692 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,039 shares; 2024Q4: 15,039 shares; 2025Q1: 15,039 shares; 2025Q2: 15,039 shares; 2025Q3: 15,039 shares; 2025Q4: 15,039 shares; 2026Q1: 15,039 shares 15,039 $438K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,685 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,890 shares 3,890 $433K 0.03% +90 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,910 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,595 shares; 2025Q4: 6,455 shares; 2026Q1: 7,790 shares 7,790 $430K 0.03% +1,335 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: 5,107 shares; 2024Q4: 5,439 shares; 2025Q1: 4,979 shares; 2025Q2: 5,468 shares; 2025Q3: 5,512 shares; 2025Q4: 5,330 shares; 2026Q1: 5,065 shares 5,065 $430K 0.03% -265 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,102 shares; 2025Q1: 3,754 shares; 2025Q2: 3,969 shares; 2025Q3: 3,930 shares; 2025Q4: 3,920 shares; 2026Q1: 3,721 shares 3,721 $427K 0.03% -199 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,389 shares; 2025Q1: 2,392 shares; 2025Q2: 2,234 shares; 2025Q3: 2,266 shares; 2025Q4: 2,221 shares; 2026Q1: 2,223 shares 2,223 $422K 0.03% +2 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 3,270 shares 3,270 $412K 0.03% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,099 shares; 2024Q4: 19,016 shares; 2025Q1: 19,305 shares; 2025Q2: 20,017 shares; 2025Q3: 18,099 shares; 2025Q4: 17,787 shares; 2026Q1: 16,848 shares 16,848 $412K 0.03% -939 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,246 shares; 2025Q1: 5,351 shares; 2025Q2: 5,546 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares 5,165 $411K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,458 shares; 2025Q3: 1,872 shares; 2025Q4: 1,875 shares; 2026Q1: 2,070 shares 2,070 $409K 0.03% +195 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,875 shares; 2025Q4: 20,157 shares; 2026Q1: 15,864 shares 15,864 $409K 0.03% -4,293 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,186 shares; 2025Q1: 2,182 shares; 2025Q2: 1,777 shares; 2025Q3: 1,784 shares; 2025Q4: 1,965 shares; 2026Q1: 2,072 shares 2,072 $408K 0.03% +107 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 700 shares; 2025Q2: 665 shares; 2025Q3: 609 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $403K 0.03% 0 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 735 shares; 2026Q1: 835 shares 835 $395K 0.03% +100 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 14,924 shares; 2025Q3: 15,848 shares; 2025Q4: 16,848 shares; 2026Q1: 17,081 shares 17,081 $392K 0.03% +233 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 4,242 shares; 2025Q1: 3,897 shares; 2025Q2: 4,347 shares; 2025Q3: 4,703 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares 4,845 $392K 0.03% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,196 shares 5,196 $391K 0.03% new Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,173 shares; 2025Q2: 25,000 shares; 2025Q3: 8,005 shares; 2025Q4: 9,883 shares; 2026Q1: 9,463 shares 9,463 $390K 0.03% -420 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,040 shares; 2025Q1: 8,041 shares; 2025Q2: 7,618 shares; 2025Q3: 7,620 shares; 2025Q4: 6,622 shares; 2026Q1: 6,623 shares 6,623 $389K 0.03% +1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 1,945 shares; 2025Q1: 1,687 shares; 2025Q2: 1,558 shares; 2025Q3: 1,808 shares; 2025Q4: 1,707 shares; 2026Q1: 1,275 shares 1,275 $386K 0.03% -432 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,637 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares 2,425 $385K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,570 shares; 2025Q1: 1,639 shares; 2025Q2: 1,840 shares; 2025Q3: 1,976 shares; 2025Q4: 1,944 shares; 2026Q1: 980 shares 980 $383K 0.03% -964 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,519 shares; 2025Q1: not reported; 2025Q2: 8,577 shares; 2025Q3: 9,470 shares; 2025Q4: 9,677 shares; 2026Q1: 13,147 shares 13,147 $382K 0.03% +3,470 Timeline IWO 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: 1,130 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,096 shares; 2026Q1: 1,215 shares 1,215 $381K 0.03% +119 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,090 shares; 2025Q1: 3,000 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 4,111 shares; 2026Q1: 4,066 shares 4,066 $381K 0.03% -45 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,942 shares; 2025Q1: 6,550 shares; 2025Q2: 5,784 shares; 2025Q3: 5,383 shares; 2025Q4: 4,148 shares; 2026Q1: 3,840 shares 3,840 $380K 0.03% -308 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares; 2026Q1: 3,774 shares 3,774 $380K 0.03% +112 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,567 shares; 2025Q1: 4,860 shares; 2025Q2: 4,110 shares; 2025Q3: 3,990 shares; 2025Q4: 4,323 shares; 2026Q1: 3,894 shares 3,894 $376K 0.03% -429 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares; 2026Q1: 3,239 shares 3,239 $374K 0.03% +84 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,455 shares; 2025Q2: 2,440 shares; 2025Q3: 2,386 shares; 2025Q4: 2,289 shares; 2026Q1: 1,495 shares 1,495 $373K 0.03% -794 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,845 shares; 2025Q1: 2,354 shares; 2025Q2: 1,943 shares; 2025Q3: 1,868 shares; 2025Q4: 2,168 shares; 2026Q1: 2,208 shares 2,208 $373K 0.03% +40 Timeline VOOV 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: 1,767 shares; 2024Q4: 1,787 shares; 2025Q1: 1,795 shares; 2025Q2: 1,804 shares; 2025Q3: 1,812 shares; 2025Q4: 1,820 shares; 2026Q1: 1,829 shares 1,829 $373K 0.03% +9 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,290 shares; 2024Q4: 12,687 shares; 2025Q1: 12,575 shares; 2025Q2: 12,595 shares; 2025Q3: 12,614 shares; 2025Q4: 12,637 shares; 2026Q1: 12,245 shares 12,245 $371K 0.03% -392 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,377 shares; 2025Q1: 3,381 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $369K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,732 shares; 2025Q1: 2,611 shares; 2025Q2: 3,053 shares; 2025Q3: 2,967 shares; 2025Q4: 2,856 shares; 2026Q1: 4,649 shares 4,649 $369K 0.03% +1,793 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,179 shares 7,179 $367K 0.03% new Timeline FKWL FRANKLIN WIRELESS CORP More: the full row for FRANKLIN WIRELESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,042 shares; 2024Q4: 48,542 shares; 2025Q1: 69,369 shares; 2025Q2: 65,272 shares; 2025Q3: 84,172 shares; 2025Q4: 96,400 shares; 2026Q1: 96,400 shares 96,400 $367K 0.03% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 10,633 shares; 2025Q1: 11,038 shares; 2025Q2: 14,372 shares; 2025Q3: 14,422 shares; 2025Q4: 10,883 shares; 2026Q1: 10,794 shares 10,794 $365K 0.03% -89 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,300 shares 7,300 $364K 0.03% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,368 shares; 2025Q4: 1,527 shares; 2026Q1: 1,430 shares 1,430 $364K 0.03% -97 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 3,850 shares; 2026Q1: 2,469 shares 2,469 $359K 0.03% -1,381 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 9,000 shares 9,000 $358K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,630 shares; 2025Q2: 2,770 shares; 2025Q3: 2,831 shares; 2025Q4: not reported; 2026Q1: 1,230 shares 1,230 $357K 0.03% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares 2,636 $357K 0.03% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,520 shares; 2026Q1: 2,678 shares 2,678 $357K 0.03% +158 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,318 shares; 2026Q1: 10,733 shares 10,733 $355K 0.03% +2,415 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,194 shares; 2025Q1: 6,161 shares; 2025Q2: 6,429 shares; 2025Q3: 6,476 shares; 2025Q4: 6,844 shares; 2026Q1: 7,689 shares 7,689 $352K 0.03% +845 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,060 shares; 2024Q4: 17,910 shares; 2025Q1: 20,885 shares; 2025Q2: 22,295 shares; 2025Q3: 24,832 shares; 2025Q4: 26,737 shares; 2026Q1: 30,163 shares 30,163 $351K 0.03% +3,426 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,850 shares; 2025Q1: 19,850 shares; 2025Q2: 19,150 shares; 2025Q3: 19,150 shares; 2025Q4: 20,150 shares; 2026Q1: 20,400 shares 20,400 $349K 0.03% +250 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: 2,967 shares; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 2,967 shares 2,967 $349K 0.03% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,069 shares; 2025Q1: 1,223 shares; 2025Q2: 1,138 shares; 2025Q3: 1,171 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares 1,151 $348K 0.03% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 7,776 shares; 2025Q1: 7,708 shares; 2025Q2: 7,708 shares; 2025Q3: 7,708 shares; 2025Q4: 7,708 shares; 2026Q1: 7,708 shares 7,708 $345K 0.03% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,034 shares; 2024Q4: 18,666 shares; 2025Q1: 18,614 shares; 2025Q2: 18,848 shares; 2025Q3: 20,727 shares; 2025Q4: 21,757 shares; 2026Q1: 15,747 shares 15,747 $344K 0.03% -6,010 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,769 shares 10,769 $344K 0.03% new 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: 1,073 shares; 2024Q4: 1,074 shares; 2025Q1: 1,075 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,071 shares; 2026Q1: 1,072 shares 1,072 $344K 0.02% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 1,548 shares; 2025Q4: 823 shares; 2026Q1: 1,014 shares 1,014 $343K 0.02% +191 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,494 shares 3,494 $343K 0.02% new 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: not reported; 2024Q4: 366 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 401 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $342K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,409 shares; 2025Q3: 1,419 shares; 2025Q4: 3,139 shares; 2026Q1: 3,119 shares 3,119 $340K 0.02% -20 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,016 shares; 2025Q1: 1,767 shares; 2025Q2: 1,697 shares; 2025Q3: 1,824 shares; 2025Q4: 1,767 shares; 2026Q1: 1,744 shares 1,744 $339K 0.02% -23 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,470 shares; 2025Q3: 5,417 shares; 2025Q4: 5,417 shares; 2026Q1: 5,417 shares 5,417 $331K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,969 shares 10,969 $329K 0.02% new Timeline AFSM 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: 8,075 shares; 2025Q1: 8,860 shares; 2025Q2: 8,745 shares; 2025Q3: 9,417 shares; 2025Q4: 8,792 shares; 2026Q1: 9,971 shares 9,971 $328K 0.02% +1,179 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $323K 0.02% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,260 shares; 2025Q3: 6,310 shares; 2025Q4: 8,307 shares; 2026Q1: 7,957 shares 7,957 $323K 0.02% -350 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 3,021 shares; 2025Q4: 2,537 shares; 2026Q1: 2,844 shares 2,844 $322K 0.02% +307 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 3,005 shares; 2025Q4: 3,065 shares; 2026Q1: 3,054 shares 3,054 $321K 0.02% -11 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,719 shares; 2025Q2: 6,719 shares; 2025Q3: 6,719 shares; 2025Q4: 6,719 shares; 2026Q1: 6,719 shares 6,719 $317K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,561 shares 47,561 $315K 0.02% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,275 shares 1,275 $315K 0.02% -50 Timeline KRE 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: 4,131 shares; 2025Q2: 4,140 shares; 2025Q3: 4,098 shares; 2025Q4: 4,106 shares; 2026Q1: 4,807 shares 4,807 $313K 0.02% +701 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,308 shares; 2025Q1: 9,629 shares; 2025Q2: 8,560 shares; 2025Q3: 8,785 shares; 2025Q4: 10,709 shares; 2026Q1: 8,412 shares 8,412 $313K 0.02% -2,297 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,038 shares; 2025Q1: 3,226 shares; 2025Q2: 3,026 shares; 2025Q3: 2,788 shares; 2025Q4: 2,693 shares; 2026Q1: 2,635 shares 2,635 $313K 0.02% -58 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $311K 0.02% 0 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,700 shares 8,700 $311K 0.02% +500 Timeline TIPT TIPTREE INC More: the full row for TIPTREE 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: 12,783 shares; 2025Q3: 15,658 shares; 2025Q4: 17,158 shares; 2026Q1: 18,158 shares 18,158 $307K 0.02% +1,000 Timeline MISL 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: 4,715 shares; 2026Q1: 6,871 shares 6,871 $307K 0.02% +2,156 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 320 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 255 shares; 2025Q4: 275 shares; 2026Q1: 265 shares 265 $306K 0.02% -10 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: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,390 shares 1,390 $304K 0.02% +303 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 730 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $304K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 4,272 shares; 2025Q3: 4,387 shares; 2025Q4: 3,914 shares; 2026Q1: 2,551 shares 2,551 $303K 0.02% -1,363 Timeline SFLR 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: 7,531 shares; 2024Q4: 8,350 shares; 2025Q1: 8,600 shares; 2025Q2: 8,400 shares; 2025Q3: 8,533 shares; 2025Q4: 8,533 shares; 2026Q1: 8,483 shares 8,483 $300K 0.02% -50 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,070 shares; 2025Q2: 1,968 shares; 2025Q3: 1,922 shares; 2025Q4: 1,823 shares; 2026Q1: 1,857 shares 1,857 $300K 0.02% +34 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 718 shares; 2025Q4: 705 shares; 2026Q1: 544 shares 544 $299K 0.02% -161 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 2,015 shares 2,015 $297K 0.02% +175 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP 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: 9,935 shares; 2026Q1: 13,232 shares 13,232 $295K 0.02% +3,297 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,050 shares; 2025Q3: 6,925 shares; 2025Q4: 8,925 shares; 2026Q1: 7,675 shares 7,675 $295K 0.02% -1,250 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,300 shares; 2025Q1: 3,304 shares; 2025Q2: 3,309 shares; 2025Q3: 3,546 shares; 2025Q4: 3,551 shares; 2026Q1: 3,555 shares 3,555 $294K 0.02% +4 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares 1,480 $294K 0.02% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,230 shares; 2024Q4: 64,230 shares; 2025Q1: 54,230 shares; 2025Q2: 54,299 shares; 2025Q3: 44,299 shares; 2025Q4: 44,299 shares; 2026Q1: 44,299 shares 44,299 $291K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,208 shares; 2026Q1: 2,191 shares 2,191 $290K 0.02% -17 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,747 shares; 2026Q1: 1,679 shares 1,679 $289K 0.02% -68 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 5,364 shares; 2025Q3: 5,787 shares; 2025Q4: 6,375 shares; 2026Q1: 6,267 shares 6,267 $288K 0.02% -108 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 11,754 shares; 2025Q1: 11,654 shares; 2025Q2: 7,669 shares; 2025Q3: 5,789 shares; 2025Q4: 5,339 shares; 2026Q1: 5,314 shares 5,314 $287K 0.02% -25 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,698 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares 2,641 $287K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,367 shares; 2025Q1: 2,223 shares; 2025Q2: 2,155 shares; 2025Q3: 2,175 shares; 2025Q4: 1,555 shares; 2026Q1: 1,381 shares 1,381 $286K 0.02% -174 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,351 shares; 2025Q1: 6,351 shares; 2025Q2: 6,103 shares; 2025Q3: 6,237 shares; 2025Q4: 6,813 shares; 2026Q1: 6,988 shares 6,988 $286K 0.02% +175 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 2,224 shares; 2025Q1: 1,947 shares; 2025Q2: 1,955 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,870 shares 1,870 $286K 0.02% -119 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to 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: 599 shares 599 $284K 0.02% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,538 shares; 2025Q1: 8,934 shares; 2025Q2: 9,697 shares; 2025Q3: 8,675 shares; 2025Q4: 8,272 shares; 2026Q1: 6,365 shares 6,365 $283K 0.02% -1,907 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 10,457 shares; 2025Q3: 9,406 shares; 2025Q4: 10,967 shares; 2026Q1: 13,733 shares 13,733 $283K 0.02% +2,766 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,627 shares; 2025Q3: 8,103 shares; 2025Q4: 8,113 shares; 2026Q1: 8,302 shares 8,302 $283K 0.02% +189 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: 6,375 shares; 2024Q4: 6,175 shares; 2025Q1: 6,375 shares; 2025Q2: 6,175 shares; 2025Q3: 6,242 shares; 2025Q4: 6,242 shares; 2026Q1: 5,689 shares 5,689 $282K 0.02% -553 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,432 shares; 2025Q1: 3,984 shares; 2025Q2: 4,493 shares; 2025Q3: 4,509 shares; 2025Q4: 4,553 shares; 2026Q1: 4,586 shares 4,586 $281K 0.02% +33 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,069 shares 10,069 $278K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 578 shares; 2025Q4: 573 shares; 2026Q1: 564 shares 564 $277K 0.02% -9 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: 3,807 shares; 2024Q4: 3,250 shares; 2025Q1: 1,692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares; 2026Q1: 1,602 shares 1,602 $277K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,065 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 975 shares 975 $277K 0.02% -200 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,402 shares; 2025Q1: 4,248 shares; 2025Q2: 4,470 shares; 2025Q3: 4,105 shares; 2025Q4: 3,335 shares; 2026Q1: 3,051 shares 3,051 $276K 0.02% -284 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $276K 0.02% 0 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,329 shares; 2025Q4: 12,779 shares; 2026Q1: 12,239 shares 12,239 $273K 0.02% -540 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,010 shares; 2025Q4: 1,050 shares; 2026Q1: 1,051 shares 1,051 $270K 0.02% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,477 shares; 2025Q1: 5,497 shares; 2025Q2: 5,365 shares; 2025Q3: 5,511 shares; 2025Q4: 5,470 shares; 2026Q1: 5,489 shares 5,489 $269K 0.02% +19 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $269K 0.02% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,848 shares; 2025Q1: 35,354 shares; 2025Q2: 27,836 shares; 2025Q3: 4,837 shares; 2025Q4: 4,118 shares; 2026Q1: 4,009 shares 4,009 $268K 0.02% -109 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,030 shares; 2024Q4: 20,020 shares; 2025Q1: 15,070 shares; 2025Q2: 12,195 shares; 2025Q3: 12,320 shares; 2025Q4: 12,855 shares; 2026Q1: 12,855 shares 12,855 $266K 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,175 shares; 2025Q2: 8,404 shares; 2025Q3: 8,333 shares; 2025Q4: 9,365 shares; 2026Q1: 9,702 shares 9,702 $265K 0.02% +337 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: 2,223 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 2,629 shares 2,629 $264K 0.02% +205 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $264K 0.02% 0 Timeline WTV 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: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 2,930 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares 2,775 $263K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,258 shares 3,258 $263K 0.02% new 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: 3,440 shares 3,440 $262K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,365 shares; 2025Q3: 3,285 shares; 2025Q4: 2,735 shares; 2026Q1: 3,758 shares 3,758 $260K 0.02% +1,023 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,381 shares; 2025Q1: 4,385 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares; 2026Q1: 5,868 shares 5,868 $260K 0.02% +306 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,227 shares; 2026Q1: 1,569 shares 1,569 $258K 0.02% +342 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,284 shares; 2025Q1: 7,684 shares; 2025Q2: 7,084 shares; 2025Q3: 7,134 shares; 2025Q4: 7,928 shares; 2026Q1: 7,223 shares 7,223 $255K 0.02% -705 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 6,937 shares; 2025Q1: 7,087 shares; 2025Q2: 6,743 shares; 2025Q3: 8,308 shares; 2025Q4: 5,916 shares; 2026Q1: 4,561 shares 4,561 $255K 0.02% -1,355 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: not reported; 2024Q4: 6,194 shares; 2025Q1: 5,972 shares; 2025Q2: 5,744 shares; 2025Q3: 5,748 shares; 2025Q4: 5,748 shares; 2026Q1: 5,659 shares 5,659 $254K 0.02% -89 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,500 shares 3,500 $251K 0.02% -400 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,571 shares; 2025Q1: 3,210 shares; 2025Q2: 3,213 shares; 2025Q3: 2,607 shares; 2025Q4: 2,509 shares; 2026Q1: 2,565 shares 2,565 $251K 0.02% +56 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,362 shares; 2026Q1: 3,461 shares 3,461 $251K 0.02% +99 Timeline PHEQ MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares; 2026Q1: 7,750 shares 7,750 $248K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,206 shares; 2025Q1: 3,106 shares; 2025Q2: 3,306 shares; 2025Q3: 3,206 shares; 2025Q4: 3,106 shares; 2026Q1: 2,856 shares 2,856 $248K 0.02% -250 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 999 shares; 2025Q1: 1,861 shares; 2025Q2: 1,731 shares; 2025Q3: 1,768 shares; 2025Q4: not reported; 2026Q1: 1,982 shares 1,982 $247K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,860 shares; 2025Q1: 7,961 shares; 2025Q2: 7,872 shares; 2025Q3: 8,602 shares; 2025Q4: 7,922 shares; 2026Q1: 7,270 shares 7,270 $244K 0.02% -652 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 2,995 shares; 2025Q1: 2,819 shares; 2025Q2: 2,707 shares; 2025Q3: 2,708 shares; 2025Q4: 2,499 shares; 2026Q1: 3,285 shares 3,285 $243K 0.02% +786 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,789 shares; 2025Q1: 4,797 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares 4,584 $241K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 10,307 shares; 2025Q1: 11,989 shares; 2025Q2: 12,293 shares; 2025Q3: 15,816 shares; 2025Q4: 12,512 shares; 2026Q1: 12,434 shares 12,434 $240K 0.02% -78 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 4,295 shares; 2025Q1: 4,049 shares; 2025Q2: 3,956 shares; 2025Q3: 3,902 shares; 2025Q4: 2,694 shares; 2026Q1: 2,677 shares 2,677 $240K 0.02% -17 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 24,901 shares; 2025Q1: 22,223 shares; 2025Q2: 23,160 shares; 2025Q3: 21,579 shares; 2025Q4: 9,587 shares; 2026Q1: 5,287 shares 5,287 $239K 0.02% -4,300 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to 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: 8,000 shares 8,000 $238K 0.02% new 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,383 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $238K 0.02% 0 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: 1,990 shares; 2024Q4: 1,940 shares; 2025Q1: 1,841 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares 1,871 $238K 0.02% 0 Timeline