DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 723,648 shares; 2025Q1: 762,749 shares; 2025Q2: 775,639 shares; 2025Q3: 778,328 shares; 2025Q4: 788,179 shares; 2026Q1: 829,714 shares; 2026Q2: 825,225 shares 825,225 $62.5M 4.74% -4,489 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 584,300 shares; 2025Q1: 627,916 shares; 2025Q2: 1,063,477 shares; 2025Q3: 1,051,132 shares; 2025Q4: 1,063,817 shares; 2026Q1: 1,056,265 shares; 2026Q2: 1,050,787 shares 1,050,787 $53.1M 4.03% -5,478 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,052,329 shares; 2025Q1: 1,085,806 shares; 2025Q2: 1,637,195 shares; 2025Q3: 1,887,197 shares; 2025Q4: 1,981,698 shares; 2026Q1: 2,063,417 shares; 2026Q2: 2,134,998 shares 2,134,998 $47.6M 3.61% +71,581 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 249,209 shares; 2025Q2: 550,995 shares; 2025Q3: 692,506 shares; 2025Q4: 761,559 shares; 2026Q1: 881,331 shares; 2026Q2: 927,201 shares 927,201 $46.9M 3.56% +45,870 Timeline PRFZ 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; 2024Q3: restricted; 2024Q4: 627,558 shares; 2025Q1: 670,623 shares; 2025Q2: 682,516 shares; 2025Q3: 692,096 shares; 2025Q4: 723,888 shares; 2026Q1: 763,275 shares; 2026Q2: 762,863 shares 762,863 $42.5M 3.23% -412 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; 2024Q3: restricted; 2024Q4: 107,520 shares; 2025Q1: 135,599 shares; 2025Q2: 784,273 shares; 2025Q3: 1,082,508 shares; 2025Q4: 1,219,417 shares; 2026Q1: 1,429,941 shares; 2026Q2: 1,495,959 shares 1,495,959 $39.7M 3.01% +66,018 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 136,837 shares; 2025Q1: 137,988 shares; 2025Q2: 137,112 shares; 2025Q3: 138,490 shares; 2025Q4: 136,662 shares; 2026Q1: 135,025 shares; 2026Q2: 134,402 shares 134,402 $38.9M 2.95% -623 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 629,541 shares; 2025Q1: 665,689 shares; 2025Q2: 532,402 shares; 2025Q3: 548,239 shares; 2025Q4: 579,532 shares; 2026Q1: 607,773 shares; 2026Q2: 627,231 shares 627,231 $33M 2.5% +19,458 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; 2024Q3: restricted; 2024Q4: 4,151 shares; 2025Q1: 4,015 shares; 2025Q2: 172,075 shares; 2025Q3: 4,015 shares; 2025Q4: 171,163 shares; 2026Q1: 4,524 shares; 2026Q2: 164,145 shares 164,145 $30.4M 2.31% +159,621 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,923 shares; 2025Q1: 14,270 shares; 2025Q2: 429,175 shares; 2025Q3: 415,407 shares; 2025Q4: 16,996 shares; 2026Q1: 16,574 shares; 2026Q2: 362,314 shares 362,314 $30M 2.28% +345,740 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; 2024Q3: restricted; 2024Q4: 96,530 shares; 2025Q1: 435 shares; 2025Q2: 99,087 shares; 2025Q3: 95,988 shares; 2025Q4: 1,559 shares; 2026Q1: 2,663 shares; 2026Q2: 154,622 shares 154,622 $29.5M 2.23% +151,959 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; 2024Q3: restricted; 2024Q4: 466,859 shares; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 479,121 shares; 2026Q1: not reported; 2026Q2: 537,284 shares 537,284 $28.8M 2.18% new Timeline VPL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245,394 shares 245,394 $28.4M 2.15% new 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; 2024Q3: restricted; 2024Q4: 95,936 shares; 2025Q1: 99,613 shares; 2025Q2: 106,359 shares; 2025Q3: 73,814 shares; 2025Q4: 68,131 shares; 2026Q1: 218,373 shares; 2026Q2: 238,456 shares 238,456 $28.4M 2.15% +20,083 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 860,758 shares; 2025Q1: 700,336 shares; 2025Q2: 714,063 shares; 2025Q3: 722,793 shares; 2025Q4: 700,155 shares; 2026Q1: 524,779 shares; 2026Q2: 453,821 shares 453,821 $22.8M 1.73% -70,958 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 324,471 shares; 2025Q1: 336,463 shares; 2025Q2: 359,764 shares; 2025Q3: 364,092 shares; 2025Q4: 371,537 shares; 2026Q1: 388,062 shares; 2026Q2: 396,757 shares 396,757 $22.4M 1.7% +8,695 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; 2024Q3: restricted; 2024Q4: 29,802 shares; 2025Q1: 81,860 shares; 2025Q2: 81,978 shares; 2025Q3: 335,601 shares; 2025Q4: 352,831 shares; 2026Q1: 407,484 shares; 2026Q2: 443,161 shares 443,161 $20.9M 1.59% +35,677 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; 2024Q3: restricted; 2024Q4: 23,178 shares; 2025Q1: 66,616 shares; 2025Q2: 100,069 shares; 2025Q3: 160,235 shares; 2025Q4: 192,757 shares; 2026Q1: 453,528 shares; 2026Q2: 458,129 shares 458,129 $19.4M 1.47% +4,601 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90,973 shares; 2025Q1: 91,270 shares; 2025Q2: 112,780 shares; 2025Q3: 110,064 shares; 2025Q4: 111,987 shares; 2026Q1: 117,660 shares; 2026Q2: 120,345 shares 120,345 $17.6M 1.34% +2,685 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 184,136 shares; 2025Q1: 233,568 shares; 2025Q2: 250,951 shares; 2025Q3: 252,698 shares; 2025Q4: 260,595 shares; 2026Q1: 281,579 shares; 2026Q2: 289,800 shares 289,800 $17.2M 1.3% +8,221 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 149,619 shares; 2025Q1: 218,026 shares; 2025Q2: 189,150 shares; 2025Q3: 192,286 shares; 2025Q4: 195,497 shares; 2026Q1: 210,990 shares; 2026Q2: 214,927 shares 214,927 $16.3M 1.23% +3,937 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,686 shares; 2025Q1: 37,541 shares; 2025Q2: 39,601 shares; 2025Q3: 39,396 shares; 2025Q4: 44,348 shares; 2026Q1: 45,630 shares; 2026Q2: 43,632 shares 43,632 $15.6M 1.18% -1,998 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 444,242 shares; 2025Q1: 432,980 shares; 2025Q2: 391,121 shares; 2025Q3: 420,735 shares; 2025Q4: 429,789 shares; 2026Q1: 390,730 shares; 2026Q2: 403,471 shares 403,471 $15.4M 1.17% +12,741 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,943 shares; 2025Q1: 32,562 shares; 2025Q2: 32,185 shares; 2025Q3: 31,982 shares; 2025Q4: 31,934 shares; 2026Q1: 30,024 shares; 2026Q2: 119,513 shares 119,513 $14.8M 1.13% +89,489 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 303,052 shares; 2025Q1: 311,811 shares; 2025Q2: 313,302 shares; 2025Q3: 307,942 shares; 2025Q4: 306,658 shares; 2026Q1: 299,960 shares; 2026Q2: 292,859 shares 292,859 $14.8M 1.12% -7,101 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327,085 shares; 2025Q4: 347,340 shares; 2026Q1: 577,947 shares; 2026Q2: 611,439 shares 611,439 $14.8M 1.12% +33,492 Timeline PRF 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; 2024Q3: restricted; 2024Q4: 327,749 shares; 2025Q1: 325,799 shares; 2025Q2: 319,572 shares; 2025Q3: 319,653 shares; 2025Q4: 318,640 shares; 2026Q1: 304,852 shares; 2026Q2: 265,962 shares 265,962 $14.4M 1.09% -38,890 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,868 shares; 2025Q1: 30,185 shares; 2025Q2: 29,423 shares; 2025Q3: 31,569 shares; 2025Q4: 30,762 shares; 2026Q1: 34,264 shares; 2026Q2: 34,688 shares 34,688 $12.9M 0.98% +424 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; 2024Q3: restricted; 2024Q4: 178,235 shares; 2025Q1: 179,016 shares; 2025Q2: 170,724 shares; 2025Q3: 169,736 shares; 2025Q4: 168,360 shares; 2026Q1: 166,157 shares; 2026Q2: 165,248 shares 165,248 $12.5M 0.95% -909 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; 2024Q3: restricted; 2024Q4: 4,264 shares; 2025Q1: 27,503 shares; 2025Q2: 26,941 shares; 2025Q3: 26,999 shares; 2025Q4: 33,362 shares; 2026Q1: 36,326 shares; 2026Q2: 38,079 shares 38,079 $12.5M 0.95% +1,753 Timeline JPLD 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; 2024Q3: restricted; 2024Q4: 220,901 shares; 2025Q1: 257,656 shares; 2025Q2: 199,767 shares; 2025Q3: 220,070 shares; 2025Q4: 219,755 shares; 2026Q1: 251,426 shares; 2026Q2: 231,761 shares 231,761 $12.1M 0.92% -19,665 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,852 shares; 2025Q3: 291,958 shares; 2025Q4: 297,783 shares; 2026Q1: 313,110 shares; 2026Q2: 323,726 shares 323,726 $11.9M 0.9% +10,616 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,271 shares; 2025Q1: 81,973 shares; 2025Q2: 81,433 shares; 2025Q3: 78,741 shares; 2025Q4: 77,230 shares; 2026Q1: 52,317 shares; 2026Q2: 43,126 shares 43,126 $11M 0.84% -9,191 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,353 shares; 2026Q1: 205,668 shares; 2026Q2: 223,193 shares 223,193 $10.7M 0.81% +17,525 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 183,173 shares; 2025Q1: 187,523 shares; 2025Q2: 210,489 shares; 2025Q3: 234,189 shares; 2025Q4: 193,940 shares; 2026Q1: 205,427 shares; 2026Q2: 213,455 shares 213,455 $10.6M 0.8% +8,028 Timeline CGMU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332,639 shares; 2025Q3: 322,736 shares; 2025Q4: 319,696 shares; 2026Q1: 327,750 shares; 2026Q2: 356,633 shares 356,633 $9.8M 0.74% +28,883 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,311 shares; 2025Q1: 37,171 shares; 2025Q2: 37,907 shares; 2025Q3: 37,669 shares; 2025Q4: 37,750 shares; 2026Q1: 37,910 shares; 2026Q2: 38,063 shares 38,063 $9.67M 0.73% +153 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; 2024Q3: restricted; 2024Q4: 86,534 shares; 2025Q1: 112,695 shares; 2025Q2: 134,010 shares; 2025Q3: 145,083 shares; 2025Q4: 164,958 shares; 2026Q1: 175,848 shares; 2026Q2: 185,270 shares 185,270 $9.35M 0.71% +9,422 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,774 shares; 2025Q1: 13,548 shares; 2025Q2: 13,957 shares; 2025Q3: 13,845 shares; 2025Q4: 13,514 shares; 2026Q1: 13,374 shares; 2026Q2: 12,020 shares 12,020 $8.57M 0.65% -1,354 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,916 shares; 2026Q2: 110,080 shares 110,080 $8.33M 0.63% +3,164 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,983 shares; 2025Q1: 22,621 shares; 2025Q2: 22,704 shares; 2025Q3: 22,743 shares; 2025Q4: 23,090 shares; 2026Q1: 23,174 shares; 2026Q2: 20,936 shares 20,936 $8.32M 0.63% -2,238 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 43,369 shares; 2025Q2: 42,490 shares; 2025Q3: 41,668 shares; 2025Q4: 41,479 shares; 2026Q1: 41,606 shares; 2026Q2: 42,268 shares 42,268 $8.23M 0.62% +662 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,023 shares; 2025Q1: 11,009 shares; 2025Q2: 24,446 shares; 2025Q3: 24,402 shares; 2025Q4: 28,198 shares; 2026Q1: 37,704 shares; 2026Q2: 39,715 shares 39,715 $7.95M 0.6% +2,011 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70,292 shares; 2025Q1: 69,913 shares; 2025Q2: 67,383 shares; 2025Q3: 66,710 shares; 2025Q4: 68,118 shares; 2026Q1: 68,531 shares; 2026Q2: 69,189 shares 69,189 $7.84M 0.59% +658 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; 2024Q3: restricted; 2024Q4: 70,398 shares; 2025Q1: 71,412 shares; 2025Q2: 68,134 shares; 2025Q3: 68,782 shares; 2025Q4: 69,264 shares; 2026Q1: 71,699 shares; 2026Q2: 66,680 shares 66,680 $7.83M 0.59% -5,019 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; 2024Q3: restricted; 2024Q4: 26,868 shares; 2025Q1: 29,079 shares; 2025Q2: 28,698 shares; 2025Q3: 28,667 shares; 2025Q4: 28,474 shares; 2026Q1: 27,869 shares; 2026Q2: 23,221 shares 23,221 $7.77M 0.59% -4,648 Timeline PWV 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; 2024Q3: restricted; 2024Q4: 109,170 shares; 2025Q1: 108,391 shares; 2025Q2: 107,396 shares; 2025Q3: 107,298 shares; 2025Q4: 107,283 shares; 2026Q1: 102,102 shares; 2026Q2: 101,373 shares 101,373 $7.68M 0.58% -729 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203,865 shares; 2025Q1: 207,007 shares; 2025Q2: 212,285 shares; 2025Q3: 195,402 shares; 2025Q4: 164,288 shares; 2026Q1: 149,518 shares; 2026Q2: 144,911 shares 144,911 $7.34M 0.56% -4,607 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; 2024Q3: restricted; 2024Q4: 8,303 shares; 2025Q1: 8,747 shares; 2025Q2: 8,491 shares; 2025Q3: 8,712 shares; 2025Q4: 8,861 shares; 2026Q1: 9,333 shares; 2026Q2: 12,487 shares 12,487 $7.03M 0.53% +3,154 Timeline RSPG 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; 2024Q3: restricted; 2024Q4: 58,933 shares; 2025Q1: 51,247 shares; 2025Q2: 53,706 shares; 2025Q3: 54,109 shares; 2025Q4: 56,467 shares; 2026Q1: 66,795 shares; 2026Q2: 70,793 shares 70,793 $6.93M 0.53% +3,998 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,776 shares; 2025Q1: 54,471 shares; 2025Q2: 54,960 shares; 2025Q3: 54,960 shares; 2025Q4: 55,923 shares; 2026Q1: 57,319 shares; 2026Q2: 58,400 shares 58,400 $6.85M 0.52% +1,081 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,329 shares; 2025Q3: 50,721 shares; 2025Q4: 51,408 shares; 2026Q1: 54,142 shares; 2026Q2: 58,256 shares 58,256 $6.76M 0.51% +4,114 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,644 shares; 2025Q1: 11,885 shares; 2025Q2: 11,899 shares; 2025Q3: 11,944 shares; 2025Q4: 12,414 shares; 2026Q1: 12,647 shares; 2026Q2: 12,831 shares 12,831 $6.66M 0.51% +184 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; 2024Q3: restricted; 2024Q4: 226,134 shares; 2025Q1: 170,743 shares; 2025Q2: 118,426 shares; 2025Q3: 123,297 shares; 2025Q4: 127,940 shares; 2026Q1: 148,985 shares; 2026Q2: 114,877 shares 114,877 $6.49M 0.49% -34,108 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; 2024Q3: restricted; 2024Q4: 57,847 shares; 2025Q1: 67,965 shares; 2025Q2: 69,390 shares; 2025Q3: 70,195 shares; 2025Q4: 71,666 shares; 2026Q1: 70,856 shares; 2026Q2: 72,986 shares 72,986 $6.41M 0.49% +2,130 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,632 shares; 2025Q1: 16,385 shares; 2025Q2: 16,442 shares; 2025Q3: 16,415 shares; 2025Q4: 16,751 shares; 2026Q1: 16,969 shares; 2026Q2: 17,421 shares 17,421 $6.17M 0.47% +452 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; 2024Q3: restricted; 2024Q4: 6,170 shares; 2025Q1: 7,186 shares; 2025Q2: 6,281 shares; 2025Q3: 6,343 shares; 2025Q4: 6,530 shares; 2026Q1: 9,062 shares; 2026Q2: 8,073 shares 8,073 $6.03M 0.46% -989 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; 2024Q3: restricted; 2024Q4: 37,423 shares; 2025Q1: 38,073 shares; 2025Q2: 37,613 shares; 2025Q3: 37,969 shares; 2025Q4: 38,834 shares; 2026Q1: 40,078 shares; 2026Q2: 41,623 shares 41,623 $5.96M 0.45% +1,545 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,159 shares; 2025Q1: 15,453 shares; 2025Q2: 15,623 shares; 2025Q3: 15,790 shares; 2025Q4: 16,178 shares; 2026Q1: 16,460 shares; 2026Q2: 16,936 shares 16,936 $5.77M 0.44% +476 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,324 shares; 2025Q1: 13,210 shares; 2025Q2: 13,652 shares; 2025Q3: 13,834 shares; 2025Q4: 14,715 shares; 2026Q1: 15,063 shares; 2026Q2: 15,561 shares 15,561 $5.63M 0.43% +498 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; 2024Q3: restricted; 2024Q4: 20,727 shares; 2025Q1: 20,677 shares; 2025Q2: 21,894 shares; 2025Q3: 21,811 shares; 2025Q4: 22,463 shares; 2026Q1: 23,025 shares; 2026Q2: 25,531 shares 25,531 $5.63M 0.43% +2,506 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; 2024Q3: restricted; 2024Q4: 22,569 shares; 2025Q1: 115,609 shares; 2025Q2: 99,015 shares; 2025Q3: 99,478 shares; 2025Q4: 88,042 shares; 2026Q1: 73,489 shares; 2026Q2: 15,165 shares 15,165 $5.59M 0.42% -58,324 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,056 shares; 2025Q1: 18,325 shares; 2025Q2: 18,279 shares; 2025Q3: 18,286 shares; 2025Q4: 18,733 shares; 2026Q1: 18,521 shares; 2026Q2: 19,095 shares 19,095 $5.55M 0.42% +574 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; 2024Q3: restricted; 2024Q4: 55,307 shares; 2025Q1: 60,530 shares; 2025Q2: 60,536 shares; 2025Q3: 61,550 shares; 2025Q4: 63,716 shares; 2026Q1: 65,604 shares; 2026Q2: 67,922 shares 67,922 $5.52M 0.42% +2,318 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,644 shares; 2025Q1: 17,092 shares; 2025Q2: 17,436 shares; 2025Q3: 17,585 shares; 2025Q4: 17,984 shares; 2026Q1: 18,423 shares; 2026Q2: 20,246 shares 20,246 $5.47M 0.42% +1,823 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,847 shares; 2025Q1: 8,966 shares; 2025Q2: 8,931 shares; 2025Q3: 8,905 shares; 2025Q4: 9,156 shares; 2026Q1: 9,660 shares; 2026Q2: 10,637 shares 10,637 $5.46M 0.41% +977 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; 2024Q3: restricted; 2024Q4: 12,852 shares; 2025Q1: 12,846 shares; 2025Q2: 14,574 shares; 2025Q3: 14,431 shares; 2025Q4: 14,538 shares; 2026Q1: 14,586 shares; 2026Q2: 14,714 shares 14,714 $5.44M 0.41% +128 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 145,119 shares; 2025Q1: 154,464 shares; 2025Q2: 159,139 shares; 2025Q3: 158,803 shares; 2025Q4: 163,264 shares; 2026Q1: 167,829 shares; 2026Q2: 173,403 shares 173,403 $5.24M 0.4% +5,574 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; 2024Q3: restricted; 2024Q4: 22,426 shares; 2025Q1: 22,233 shares; 2025Q2: 22,936 shares; 2025Q3: 22,163 shares; 2025Q4: 22,178 shares; 2026Q1: 22,620 shares; 2026Q2: 22,082 shares 22,082 $5.23M 0.4% -538 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; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 1,081 shares; 2025Q2: 1,068 shares; 2025Q3: 1,101 shares; 2025Q4: 1,118 shares; 2026Q1: 13,639 shares; 2026Q2: 15,442 shares 15,442 $5.22M 0.4% +1,803 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,645 shares; 2025Q1: 12,831 shares; 2025Q2: 12,712 shares; 2025Q3: 12,777 shares; 2025Q4: 13,283 shares; 2026Q1: 13,883 shares; 2026Q2: 16,134 shares 16,134 $5.08M 0.39% +2,251 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 4,506 shares; 2025Q2: 4,541 shares; 2025Q3: 4,547 shares; 2025Q4: 4,684 shares; 2026Q1: 4,917 shares; 2026Q2: 5,184 shares 5,184 $4.98M 0.38% +267 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,507 shares 64,507 $4.97M 0.38% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,363 shares; 2025Q1: 38,455 shares; 2025Q2: 39,158 shares; 2025Q3: 39,901 shares; 2025Q4: 42,467 shares; 2026Q1: 54,849 shares; 2026Q2: 49,972 shares 49,972 $4.91M 0.37% -4,877 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; 2024Q3: restricted; 2024Q4: 12,838 shares; 2025Q1: 13,262 shares; 2025Q2: 13,907 shares; 2025Q3: 14,130 shares; 2025Q4: 15,074 shares; 2026Q1: 15,748 shares; 2026Q2: 16,698 shares 16,698 $4.9M 0.37% +950 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,311 shares; 2025Q1: 71,211 shares; 2025Q2: 71,540 shares; 2025Q3: 72,324 shares; 2025Q4: 79,426 shares; 2026Q1: 77,855 shares; 2026Q2: 81,288 shares 81,288 $4.69M 0.36% +3,433 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,570 shares; 2025Q1: 34,611 shares; 2025Q2: 33,565 shares; 2025Q3: 33,182 shares; 2025Q4: 35,889 shares; 2026Q1: 38,994 shares; 2026Q2: 49,984 shares 49,984 $4.54M 0.34% +10,990 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; 2024Q3: restricted; 2024Q4: 10,381 shares; 2025Q1: 178,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,341 shares; 2026Q1: 26,452 shares; 2026Q2: 28,355 shares 28,355 $4.5M 0.34% +1,903 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; 2024Q3: restricted; 2024Q4: 21,421 shares; 2025Q1: 21,712 shares; 2025Q2: 21,671 shares; 2025Q3: 21,539 shares; 2025Q4: 21,809 shares; 2026Q1: 17,047 shares; 2026Q2: 17,174 shares 17,174 $4.39M 0.33% +127 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,520 shares; 2025Q1: 39,493 shares; 2025Q2: 41,087 shares; 2025Q3: 41,786 shares; 2025Q4: 43,505 shares; 2026Q1: 45,613 shares; 2026Q2: 54,010 shares 54,010 $4.23M 0.32% +8,397 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,431 shares; 2025Q1: 56,266 shares; 2025Q2: 55,577 shares; 2025Q3: 56,323 shares; 2025Q4: 59,312 shares; 2026Q1: 57,441 shares; 2026Q2: 65,038 shares 65,038 $4.17M 0.32% +7,597 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,430 shares; 2025Q2: 8,495 shares; 2025Q3: 8,530 shares; 2025Q4: 8,150 shares; 2026Q1: 8,260 shares; 2026Q2: 8,272 shares 8,272 $4.14M 0.31% +12 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,721 shares; 2025Q1: 1,683 shares; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 7,893 shares; 2026Q1: 48,756 shares; 2026Q2: 51,407 shares 51,407 $4.08M 0.31% +2,651 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: not reported; 2025Q3: 25,556 shares; 2025Q4: 44,452 shares; 2026Q1: 78,144 shares; 2026Q2: 108,734 shares 108,734 $4.07M 0.31% +30,590 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,918 shares; 2025Q1: 19,388 shares; 2025Q2: 19,091 shares; 2025Q3: 19,126 shares; 2025Q4: 19,451 shares; 2026Q1: 19,575 shares; 2026Q2: 20,021 shares 20,021 $3.8M 0.29% +446 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,144 shares; 2025Q1: 33,657 shares; 2025Q2: 34,008 shares; 2025Q3: 34,307 shares; 2025Q4: 35,653 shares; 2026Q1: 36,881 shares; 2026Q2: 38,848 shares 38,848 $3.72M 0.28% +1,967 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,584 shares; 2025Q1: 10,648 shares; 2025Q2: 10,663 shares; 2025Q3: 10,741 shares; 2025Q4: 10,795 shares; 2026Q1: 10,816 shares; 2026Q2: 10,129 shares 10,129 $3.58M 0.27% -687 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; 2024Q3: restricted; 2024Q4: 35,753 shares; 2025Q1: 47,103 shares; 2025Q2: 48,485 shares; 2025Q3: 49,304 shares; 2025Q4: 51,204 shares; 2026Q1: 53,407 shares; 2026Q2: 56,195 shares 56,195 $3.48M 0.26% +2,788 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,129 shares; 2025Q1: 23,982 shares; 2025Q2: 25,080 shares; 2025Q3: 25,391 shares; 2025Q4: 26,239 shares; 2026Q1: 28,600 shares; 2026Q2: 18,714 shares 18,714 $3.46M 0.26% -9,886 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; 2024Q3: restricted; 2024Q4: 4,289 shares; 2025Q1: 4,292 shares; 2025Q2: 4,403 shares; 2025Q3: 4,381 shares; 2025Q4: 4,419 shares; 2026Q1: 4,437 shares; 2026Q2: 4,374 shares 4,374 $3.22M 0.24% -63 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,526 shares; 2025Q1: 2,822 shares; 2025Q2: 1,994 shares; 2025Q3: 12,323 shares; 2025Q4: 18,672 shares; 2026Q1: 20,832 shares; 2026Q2: 21,058 shares 21,058 $3.09M 0.23% +226 Timeline JMST 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; 2024Q3: restricted; 2024Q4: 61,229 shares; 2025Q1: 67,955 shares; 2025Q2: 66,348 shares; 2025Q3: 82,390 shares; 2025Q4: 65,022 shares; 2026Q1: 56,038 shares; 2026Q2: 56,149 shares 56,149 $2.86M 0.22% +111 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; 2024Q3: restricted; 2024Q4: 28,619 shares; 2025Q1: 51,398 shares; 2025Q2: 52,573 shares; 2025Q3: 77,193 shares; 2025Q4: 88,678 shares; 2026Q1: 106,935 shares; 2026Q2: 57,818 shares 57,818 $2.85M 0.22% -49,117 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,948 shares; 2025Q1: 29,572 shares; 2025Q2: 29,130 shares; 2025Q3: 29,182 shares; 2025Q4: 29,314 shares; 2026Q1: 29,466 shares; 2026Q2: 29,143 shares 29,143 $2.79M 0.21% -323 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 126,876 shares; 2025Q1: 126,881 shares; 2025Q2: 126,887 shares; 2025Q3: 136,891 shares; 2025Q4: 136,897 shares; 2026Q1: 136,901 shares; 2026Q2: 136,906 shares 136,906 $2.78M 0.21% +5 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; 2024Q3: restricted; 2024Q4: 8,796 shares; 2025Q1: 8,984 shares; 2025Q2: 8,996 shares; 2025Q3: 10,587 shares; 2025Q4: 11,040 shares; 2026Q1: 11,317 shares; 2026Q2: 11,336 shares 11,336 $2.7M 0.2% +19 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; 2024Q3: restricted; 2024Q4: 4,584 shares; 2025Q1: 3,979 shares; 2025Q2: 3,615 shares; 2025Q3: 3,657 shares; 2025Q4: 3,617 shares; 2026Q1: 3,849 shares; 2026Q2: 3,895 shares 3,895 $2.68M 0.2% +46 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; 2024Q3: restricted; 2024Q4: 9,292 shares; 2025Q1: 12,237 shares; 2025Q2: 12,088 shares; 2025Q3: 12,498 shares; 2025Q4: 13,303 shares; 2026Q1: 14,386 shares; 2026Q2: 15,889 shares 15,889 $2.6M 0.2% +1,503 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; 2024Q3: restricted; 2024Q4: 19,209 shares; 2025Q1: 19,840 shares; 2025Q2: 19,748 shares; 2025Q3: 19,879 shares; 2025Q4: 20,569 shares; 2026Q1: 21,086 shares; 2026Q2: 21,710 shares 21,710 $2.54M 0.19% +624 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; 2024Q3: restricted; 2024Q4: 11,643 shares; 2025Q1: 11,823 shares; 2025Q2: 11,889 shares; 2025Q3: 13,473 shares; 2025Q4: 13,751 shares; 2026Q1: 17,675 shares; 2026Q2: 17,792 shares 17,792 $2.43M 0.18% +117 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 3,124 shares; 2025Q2: 3,675 shares; 2025Q3: 3,151 shares; 2025Q4: 4,062 shares; 2026Q1: 4,067 shares; 2026Q2: 5,061 shares 5,061 $2.13M 0.16% +994 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,168 shares; 2025Q1: 24,425 shares; 2025Q2: 24,961 shares; 2025Q3: 25,196 shares; 2025Q4: 26,069 shares; 2026Q1: 27,094 shares; 2026Q2: 28,364 shares 28,364 $2.05M 0.16% +1,270 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; 2024Q3: restricted; 2024Q4: 35,942 shares; 2025Q1: 37,350 shares; 2025Q2: 38,362 shares; 2025Q3: 38,798 shares; 2025Q4: 39,863 shares; 2026Q1: 13,887 shares; 2026Q2: 13,979 shares 13,979 $2.05M 0.16% +92 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; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: 2,534 shares; 2025Q2: 2,485 shares; 2025Q3: 2,703 shares; 2025Q4: 2,763 shares; 2026Q1: 11,086 shares; 2026Q2: 11,134 shares 11,134 $2.01M 0.15% +48 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,516 shares; 2025Q1: 5,517 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,458 shares; 2026Q1: 5,458 shares; 2026Q2: 5,460 shares 5,460 $1.98M 0.15% +2 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; 2024Q3: restricted; 2024Q4: 13,749 shares; 2025Q1: 13,750 shares; 2025Q2: 12,497 shares; 2025Q3: 12,497 shares; 2025Q4: 12,498 shares; 2026Q1: 12,498 shares; 2026Q2: 12,498 shares 12,498 $1.96M 0.15% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,231 shares; 2025Q1: 16,245 shares; 2025Q2: 15,802 shares; 2025Q3: 16,689 shares; 2025Q4: 22,858 shares; 2026Q1: 19,398 shares; 2026Q2: 20,040 shares 20,040 $1.94M 0.15% +642 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 3,029 shares; 2025Q2: 31,508 shares; 2025Q3: 59,587 shares; 2025Q4: 71,817 shares; 2026Q1: 77,047 shares; 2026Q2: 60,232 shares 60,232 $1.84M 0.14% -16,815 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,228 shares; 2026Q2: 57,261 shares 57,261 $1.84M 0.14% +33 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,318 shares; 2026Q1: 14,828 shares; 2026Q2: 23,716 shares 23,716 $1.82M 0.14% +8,888 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,533 shares; 2025Q1: 1,562 shares; 2025Q2: 1,593 shares; 2025Q3: 1,864 shares; 2025Q4: 1,902 shares; 2026Q1: 1,624 shares; 2026Q2: 1,635 shares 1,635 $1.74M 0.13% +11 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,295 shares; 2025Q1: 33,189 shares; 2025Q2: 38,367 shares; 2025Q3: 45,009 shares; 2025Q4: 55,738 shares; 2026Q1: 21,490 shares; 2026Q2: 20,245 shares 20,245 $1.66M 0.13% -1,245 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,618 shares; 2025Q1: 20,761 shares; 2025Q2: 21,408 shares; 2025Q3: 23,350 shares; 2025Q4: 30,693 shares; 2026Q1: 20,540 shares; 2026Q2: 21,184 shares 21,184 $1.63M 0.12% +644 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,263 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares; 2026Q2: 5,170 shares 5,170 $1.55M 0.12% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,226 shares; 2025Q1: 16,092 shares; 2025Q2: 16,096 shares; 2025Q3: 18,476 shares; 2025Q4: 20,418 shares; 2026Q1: 22,888 shares; 2026Q2: 18,673 shares 18,673 $1.45M 0.11% -4,215 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; 2024Q3: restricted; 2024Q4: 37,234 shares; 2025Q1: 37,154 shares; 2025Q2: 38,117 shares; 2025Q3: 38,117 shares; 2025Q4: 38,117 shares; 2026Q1: 38,117 shares; 2026Q2: 38,117 shares 38,117 $1.41M 0.11% 0 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; 2024Q3: restricted; 2024Q4: 5,125 shares; 2025Q1: 5,181 shares; 2025Q2: 8,203 shares; 2025Q3: 7,771 shares; 2025Q4: 8,190 shares; 2026Q1: 8,379 shares; 2026Q2: 8,641 shares 8,641 $1.37M 0.1% +262 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; 2024Q3: restricted; 2024Q4: 24,076 shares; 2025Q1: 24,822 shares; 2025Q2: 40,202 shares; 2025Q3: 12,951 shares; 2025Q4: 12,132 shares; 2026Q1: 11,470 shares; 2026Q2: 51,026 shares 51,026 $1.31M 0.1% +39,556 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,656 shares; 2025Q1: 24,656 shares; 2025Q2: 24,656 shares; 2025Q3: 24,656 shares; 2025Q4: 24,656 shares; 2026Q1: 24,656 shares; 2026Q2: 24,656 shares 24,656 $1.21M 0.09% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,673 shares; 2025Q1: 2,684 shares; 2025Q2: 2,655 shares; 2025Q3: 3,405 shares; 2025Q4: 2,752 shares; 2026Q1: 2,719 shares; 2026Q2: 2,735 shares 2,735 $1.19M 0.09% +16 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; 2024Q3: restricted; 2024Q4: 3,210 shares; 2025Q1: 2,962 shares; 2025Q2: 2,985 shares; 2025Q3: 3,253 shares; 2025Q4: 3,366 shares; 2026Q1: 4,711 shares; 2026Q2: 4,084 shares 4,084 $1.15M 0.09% -627 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; 2024Q3: restricted; 2024Q4: 40,979 shares; 2025Q1: 47,004 shares; 2025Q2: 32,711 shares; 2025Q3: 7,598 shares; 2025Q4: 7,823 shares; 2026Q1: 8,666 shares; 2026Q2: 8,747 shares 8,747 $1.12M 0.09% +81 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,383 shares; 2025Q1: 58,428 shares; 2025Q2: 58,473 shares; 2025Q3: 58,511 shares; 2025Q4: 58,547 shares; 2026Q1: 58,587 shares; 2026Q2: 58,894 shares 58,894 $1.12M 0.09% +307 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,483 shares 36,483 $1.12M 0.08% new 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; 2024Q3: restricted; 2024Q4: 5,399 shares; 2025Q1: 10,320 shares; 2025Q2: 8,776 shares; 2025Q3: 7,349 shares; 2025Q4: 9,394 shares; 2026Q1: 9,239 shares; 2026Q2: 9,198 shares 9,198 $1.07M 0.08% -41 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,870 shares; 2025Q1: 9,706 shares; 2025Q2: 9,712 shares; 2025Q3: 9,901 shares; 2025Q4: 10,569 shares; 2026Q1: 10,724 shares; 2026Q2: 10,714 shares 10,714 $1.05M 0.08% -10 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,866 shares; 2025Q2: 5,460 shares; 2025Q3: 5,558 shares; 2025Q4: 5,738 shares; 2026Q1: 6,175 shares; 2026Q2: 6,200 shares 6,200 $1.03M 0.08% +25 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; 2024Q3: restricted; 2024Q4: 4,664 shares; 2025Q1: 4,078 shares; 2025Q2: 4,048 shares; 2025Q3: 4,014 shares; 2025Q4: 4,018 shares; 2026Q1: 4,056 shares; 2026Q2: 4,138 shares 4,138 $1.02M 0.08% +82 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; 2024Q3: restricted; 2024Q4: 15,487 shares; 2025Q1: 16,363 shares; 2025Q2: 15,923 shares; 2025Q3: 16,142 shares; 2025Q4: 15,914 shares; 2026Q1: 15,995 shares; 2026Q2: 15,663 shares 15,663 $963K 0.07% -332 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; 2024Q3: restricted; 2024Q4: 10,939 shares; 2025Q1: 10,985 shares; 2025Q2: 10,897 shares; 2025Q3: 10,897 shares; 2025Q4: 11,047 shares; 2026Q1: 10,997 shares; 2026Q2: 11,369 shares 11,369 $952K 0.07% +372 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,582 shares; 2026Q1: 9,565 shares; 2026Q2: 4,015 shares 4,015 $927K 0.07% -5,550 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,951 shares; 2025Q1: 15,395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,965 shares; 2026Q2: 6,451 shares 6,451 $901K 0.07% +486 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; 2024Q3: restricted; 2024Q4: 9,768 shares; 2025Q1: 10,950 shares; 2025Q2: 9,832 shares; 2025Q3: 10,159 shares; 2025Q4: 11,116 shares; 2026Q1: 11,929 shares; 2026Q2: 11,110 shares 11,110 $901K 0.07% -819 Timeline FMAY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,649 shares; 2025Q4: 15,649 shares; 2026Q1: 15,649 shares; 2026Q2: 15,649 shares 15,649 $879K 0.07% 0 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; 2024Q3: restricted; 2024Q4: 2,148 shares; 2025Q1: 2,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,123 shares; 2026Q2: 12,214 shares 12,214 $879K 0.07% +91 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; 2024Q3: restricted; 2024Q4: 1,068 shares; 2025Q1: 971 shares; 2025Q2: 978 shares; 2025Q3: 998 shares; 2025Q4: 975 shares; 2026Q1: 1,024 shares; 2026Q2: 732 shares 732 $878K 0.07% -292 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 743 shares; 2025Q1: 859 shares; 2025Q2: 1,983 shares; 2025Q3: 1,353 shares; 2025Q4: 1,447 shares; 2026Q1: 1,806 shares; 2026Q2: 2,202 shares 2,202 $832K 0.06% +396 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,483 shares; 2025Q1: 18,218 shares; 2025Q2: 18,225 shares; 2025Q3: 18,242 shares; 2025Q4: 18,249 shares; 2026Q1: 22,071 shares; 2026Q2: 22,085 shares 22,085 $803K 0.06% +14 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,980 shares; 2025Q1: 2,044 shares; 2025Q2: 2,030 shares; 2025Q3: 2,069 shares; 2025Q4: 2,111 shares; 2026Q1: 2,278 shares; 2026Q2: 2,339 shares 2,339 $803K 0.06% +61 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,452 shares; 2025Q1: 3,457 shares; 2025Q2: 3,469 shares; 2025Q3: 3,474 shares; 2025Q4: 3,497 shares; 2026Q1: 3,505 shares; 2026Q2: 3,527 shares 3,527 $801K 0.06% +22 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; 2024Q3: restricted; 2024Q4: 1,906 shares; 2025Q1: 1,933 shares; 2025Q2: 1,957 shares; 2025Q3: 1,946 shares; 2025Q4: 2,006 shares; 2026Q1: 2,216 shares; 2026Q2: 2,206 shares 2,206 $778K 0.06% -10 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; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 2,148 shares; 2026Q2: 9,523 shares 9,523 $767K 0.06% +7,375 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; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 168 shares; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 468 shares; 2026Q1: 669 shares; 2026Q2: 811 shares 811 $759K 0.06% +142 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,154 shares; 2025Q1: 7,031 shares; 2025Q2: 6,933 shares; 2025Q3: 10,892 shares; 2025Q4: 12,132 shares; 2026Q1: 16,134 shares; 2026Q2: 14,596 shares 14,596 $739K 0.06% -1,538 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982 shares; 2026Q2: 1,003 shares 1,003 $725K 0.06% +21 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,614 shares; 2025Q1: 1,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,605 shares; 2026Q1: 5,119 shares; 2026Q2: 5,913 shares 5,913 $715K 0.05% +794 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,042 shares; 2025Q1: 3,919 shares; 2025Q2: 4,189 shares; 2025Q3: 4,155 shares; 2025Q4: 4,032 shares; 2026Q1: 4,050 shares; 2026Q2: 4,074 shares 4,074 $715K 0.05% +24 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,736 shares; 2025Q1: 9,593 shares; 2025Q2: 9,325 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 9,325 shares; 2026Q2: 9,325 shares 9,325 $693K 0.05% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,487 shares; 2025Q1: 17,972 shares; 2025Q2: 11,986 shares; 2025Q3: 11,530 shares; 2025Q4: 12,263 shares; 2026Q1: 11,879 shares; 2026Q2: 9,950 shares 9,950 $692K 0.05% -1,929 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; 2024Q3: restricted; 2024Q4: 7,240 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 8,268 shares; 2025Q4: 304,126 shares; 2026Q1: 16,068 shares; 2026Q2: 11,730 shares 11,730 $691K 0.05% -4,338 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares; 2026Q2: 1,647 shares 1,647 $674K 0.05% 0 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; 2024Q3: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,275 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $674K 0.05% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,352 shares; 2025Q1: 4,334 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,038 shares; 2026Q1: 4,038 shares; 2026Q2: 4,012 shares 4,012 $659K 0.05% -26 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,590 shares 23,590 $645K 0.05% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,935 shares; 2025Q1: 5,928 shares; 2025Q2: 5,694 shares; 2025Q3: 5,694 shares; 2025Q4: 5,705 shares; 2026Q1: 5,705 shares; 2026Q2: 5,705 shares 5,705 $639K 0.05% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,608 shares; 2025Q1: 6,608 shares; 2025Q2: 6,608 shares; 2025Q3: 6,608 shares; 2025Q4: 6,608 shares; 2026Q1: 6,608 shares; 2026Q2: 6,608 shares 6,608 $636K 0.05% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 6,806 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares; 2026Q1: 6,683 shares; 2026Q2: 6,683 shares 6,683 $634K 0.05% 0 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,054 shares; 2025Q1: 36,054 shares; 2025Q2: 36,054 shares; 2025Q3: 36,054 shares; 2025Q4: 36,054 shares; 2026Q1: 36,054 shares; 2026Q2: 36,054 shares 36,054 $624K 0.05% 0 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,737 shares; 2025Q1: 32,737 shares; 2025Q2: 32,737 shares; 2025Q3: 32,737 shares; 2025Q4: 32,116 shares; 2026Q1: 32,116 shares; 2026Q2: 32,116 shares 32,116 $616K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,001 shares; 2025Q2: 4,966 shares; 2025Q3: 4,865 shares; 2025Q4: 4,532 shares; 2026Q1: 5,437 shares; 2026Q2: 5,459 shares 5,459 $587K 0.04% +22 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,919 shares; 2025Q1: 7,310 shares; 2025Q2: 8,557 shares; 2025Q3: 8,349 shares; 2025Q4: 7,295 shares; 2026Q1: 7,295 shares; 2026Q2: 7,701 shares 7,701 $580K 0.04% +406 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 1,566 shares; 2025Q2: 1,569 shares; 2025Q3: 1,776 shares; 2025Q4: 1,787 shares; 2026Q1: 1,820 shares; 2026Q2: 1,545 shares 1,545 $577K 0.04% -275 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,529 shares; 2025Q1: 11,529 shares; 2025Q2: 11,529 shares; 2025Q3: 11,529 shares; 2025Q4: 11,529 shares; 2026Q1: 11,530 shares; 2026Q2: 11,531 shares 11,531 $569K 0.04% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 4,096 shares; 2026Q1: 4,798 shares; 2026Q2: 5,517 shares 5,517 $553K 0.04% +719 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,009 shares; 2025Q1: 4,068 shares; 2025Q2: 3,961 shares; 2025Q3: 4,006 shares; 2025Q4: 4,062 shares; 2026Q1: 4,101 shares; 2026Q2: 4,077 shares 4,077 $552K 0.04% -24 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,170 shares; 2025Q4: 9,170 shares; 2026Q1: 9,170 shares; 2026Q2: 9,170 shares 9,170 $546K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares; 2026Q2: 3,560 shares 3,560 $542K 0.04% +645 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; 2024Q3: restricted; 2024Q4: 2,111 shares; 2025Q1: 1,321 shares; 2025Q2: 1,588 shares; 2025Q3: 1,537 shares; 2025Q4: 2,478 shares; 2026Q1: 2,404 shares; 2026Q2: 2,166 shares 2,166 $538K 0.04% -238 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; 2024Q3: restricted; 2024Q4: 6,428 shares; 2025Q1: 6,844 shares; 2025Q2: 7,127 shares; 2025Q3: 7,127 shares; 2025Q4: 7,127 shares; 2026Q1: 7,155 shares; 2026Q2: 7,516 shares 7,516 $536K 0.04% +361 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,564 shares; 2025Q1: 1,589 shares; 2025Q2: 1,593 shares; 2025Q3: 1,603 shares; 2025Q4: 1,680 shares; 2026Q1: 1,996 shares; 2026Q2: 2,100 shares 2,100 $528K 0.04% +104 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,338 shares; 2025Q1: 20,598 shares; 2025Q2: 20,631 shares; 2025Q3: 20,664 shares; 2025Q4: 23,267 shares; 2026Q1: 23,267 shares; 2026Q2: 23,457 shares 23,457 $525K 0.04% +190 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,334 shares; 2025Q1: 5,461 shares; 2025Q2: 5,343 shares; 2025Q3: 3,841 shares; 2025Q4: 4,858 shares; 2026Q1: 5,337 shares; 2026Q2: 5,386 shares 5,386 $522K 0.04% +49 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; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 513 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares 447 $516K 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; 2024Q3: restricted; 2024Q4: 880 shares; 2025Q1: 868 shares; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: not reported; 2026Q1: 1,035 shares; 2026Q2: 876 shares 876 $509K 0.04% -159 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,783 shares; 2025Q2: 15,783 shares; 2025Q3: 15,783 shares; 2025Q4: 15,783 shares; 2026Q1: 15,783 shares; 2026Q2: 15,783 shares 15,783 $508K 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,075 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,129 shares; 2026Q1: 1,318 shares; 2026Q2: 1,658 shares 1,658 $498K 0.04% +340 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; 2024Q3: restricted; 2024Q4: 10,214 shares; 2025Q1: 9,789 shares; 2025Q2: 9,802 shares; 2025Q3: 9,831 shares; 2025Q4: 9,852 shares; 2026Q1: 9,738 shares; 2026Q2: 9,772 shares 9,772 $487K 0.04% +34 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,456 shares 5,456 $486K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 795 shares; 2025Q1: 747 shares; 2025Q2: 678 shares; 2025Q3: 655 shares; 2025Q4: 6,909 shares; 2026Q1: 7,288 shares; 2026Q2: 6,764 shares 6,764 $483K 0.04% -524 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,373 shares; 2025Q1: 17,373 shares; 2025Q2: 11,548 shares; 2025Q3: 11,548 shares; 2025Q4: 11,498 shares; 2026Q1: 11,498 shares; 2026Q2: 10,963 shares 10,963 $472K 0.04% -535 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,707 shares; 2026Q1: 4,379 shares; 2026Q2: 4,483 shares 4,483 $462K 0.04% +104 Timeline FAUG 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; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 10,155 shares; 2025Q4: 10,155 shares; 2026Q1: 8,155 shares; 2026Q2: 8,155 shares 8,155 $461K 0.03% 0 Timeline YLDE 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; 2024Q3: restricted; 2024Q4: 8,292 shares; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares; 2025Q4: 8,173 shares; 2026Q1: 8,086 shares; 2026Q2: 8,278 shares 8,278 $460K 0.03% +192 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; 2024Q3: restricted; 2024Q4: 4,237 shares; 2025Q1: 12,713 shares; 2025Q2: 13,228 shares; 2025Q3: 20,652 shares; 2025Q4: 24,005 shares; 2026Q1: 29,239 shares; 2026Q2: 5,189 shares 5,189 $456K 0.03% -24,050 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; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 677 shares; 2025Q2: 665 shares; 2025Q3: 757 shares; 2025Q4: 683 shares; 2026Q1: 471 shares; 2026Q2: 3,788 shares 3,788 $453K 0.03% +3,317 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,435 shares; 2025Q1: 16,435 shares; 2025Q2: 16,435 shares; 2025Q3: 16,435 shares; 2025Q4: 16,435 shares; 2026Q1: 17,255 shares; 2026Q2: 17,255 shares 17,255 $451K 0.03% 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; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 5,125 shares 5,125 $451K 0.03% +4,202 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,541 shares; 2025Q1: 3,462 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares; 2026Q2: 3,262 shares 3,262 $449K 0.03% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,731 shares; 2025Q1: 10,731 shares; 2025Q2: 10,731 shares; 2025Q3: 10,731 shares; 2025Q4: 10,731 shares; 2026Q1: 10,731 shares; 2026Q2: 10,614 shares 10,614 $442K 0.03% -117 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; 2024Q3: restricted; 2024Q4: 442 shares; 2025Q1: 524 shares; 2025Q2: 519 shares; 2025Q3: 532 shares; 2025Q4: 512 shares; 2026Q1: 944 shares; 2026Q2: 5,122 shares 5,122 $441K 0.03% +4,178 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 545 shares; 2025Q1: 1,035 shares; 2025Q2: 1,004 shares; 2025Q3: 966 shares; 2025Q4: 998 shares; 2026Q1: 912 shares; 2026Q2: 891 shares 891 $438K 0.03% -21 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; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,401 shares; 2025Q4: 1,438 shares; 2026Q1: 1,439 shares; 2026Q2: 1,440 shares 1,440 $437K 0.03% +1 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,532 shares; 2025Q2: 8,532 shares; 2025Q3: 8,532 shares; 2025Q4: 8,532 shares; 2026Q1: 13,938 shares; 2026Q2: 13,938 shares 13,938 $436K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $433K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 316 shares; 2025Q1: 344 shares; 2025Q2: 380 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 458 shares; 2026Q2: 365 shares 365 $429K 0.03% -93 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,105,612 shares; 2025Q1: 1,032,500 shares; 2025Q2: 168,066 shares; 2025Q3: 151,792 shares; 2025Q4: 129,538 shares; 2026Q1: 31,632 shares; 2026Q2: 21,733 shares 21,733 $424K 0.03% -9,899 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; 2024Q3: restricted; 2024Q4: 5,225 shares; 2025Q1: 5,097 shares; 2025Q2: 5,147 shares; 2025Q3: 5,363 shares; 2025Q4: 5,877 shares; 2026Q1: 7,638 shares; 2026Q2: 7,405 shares 7,405 $422K 0.03% -233 Timeline BLV 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; 2024Q3: restricted; 2024Q4: 6,079 shares; 2025Q1: 4,752 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 6,184 shares; 2026Q1: 5,839 shares; 2026Q2: 6,055 shares 6,055 $417K 0.03% +216 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 7,754 shares 7,754 $414K 0.03% +1,354 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 386,506 shares; 2025Q1: 378,782 shares; 2025Q2: 389,673 shares; 2025Q3: 66,425 shares; 2025Q4: 34,571 shares; 2026Q1: 26,579 shares; 2026Q2: 18,084 shares 18,084 $414K 0.03% -8,495 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; 2024Q3: restricted; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 514 shares; 2025Q4: 513 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $409K 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; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 7,238 shares; 2025Q2: 5,973 shares; 2025Q3: 5,773 shares; 2025Q4: 5,838 shares; 2026Q1: 5,063 shares; 2026Q2: 4,936 shares 4,936 $390K 0.03% -127 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,499 shares; 2025Q1: 2,506 shares; 2025Q2: 3,234 shares; 2025Q3: 3,239 shares; 2025Q4: 3,280 shares; 2026Q1: 2,436 shares; 2026Q2: 2,436 shares 2,436 $382K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 2,775 shares; 2025Q1: 4,209 shares; 2025Q2: not reported; 2025Q3: 312,589 shares; 2025Q4: 4,534 shares; 2026Q1: 4,633 shares; 2026Q2: 5,742 shares 5,742 $377K 0.03% +1,109 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; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 7,154 shares; 2025Q2: 12,734 shares; 2025Q3: 12,739 shares; 2025Q4: 12,744 shares; 2026Q1: 12,748 shares; 2026Q2: 12,753 shares 12,753 $375K 0.03% +5 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 4,887 shares 4,887 $374K 0.03% +1,482 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,322 shares; 2025Q1: 3,825 shares; 2025Q2: 2,975 shares; 2025Q3: 4,048 shares; 2025Q4: 2,968 shares; 2026Q1: 3,756 shares; 2026Q2: 3,517 shares 3,517 $373K 0.03% -239 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,300 shares; 2025Q1: 3,825 shares; 2025Q2: 4,670 shares; 2025Q3: 4,319 shares; 2025Q4: 8,400 shares; 2026Q1: 7,932 shares; 2026Q2: 7,208 shares 7,208 $364K 0.03% -724 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 4,874 shares; 2025Q4: 5,949 shares; 2026Q1: 5,784 shares; 2026Q2: 5,809 shares 5,809 $361K 0.03% +25 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,936 shares; 2025Q4: 5,990 shares; 2026Q1: 5,986 shares; 2026Q2: 5,706 shares 5,706 $357K 0.03% -280 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; 2024Q3: restricted; 2024Q4: 1,428 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,229 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $350K 0.03% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 573 shares; 2025Q1: 709 shares; 2025Q2: 526 shares; 2025Q3: 524 shares; 2025Q4: 2,692 shares; 2026Q1: 525 shares; 2026Q2: 467 shares 467 $350K 0.03% -58 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; 2024Q3: restricted; 2024Q4: 3,159 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 3,008 shares; 2026Q1: 3,008 shares; 2026Q2: 3,498 shares 3,498 $337K 0.03% +490 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,126 shares; 2025Q1: 1,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,669 shares; 2026Q2: 5,695 shares 5,695 $329K 0.02% +26 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,754 shares; 2026Q2: 2,015 shares 2,015 $329K 0.02% +261 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,939 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,864 shares; 2026Q2: 11,864 shares 11,864 $329K 0.02% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 76,802 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,346 shares; 2026Q1: not reported; 2026Q2: 1,324 shares 1,324 $328K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares; 2026Q2: 5,954 shares 5,954 $328K 0.02% 0 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,375 shares; 2025Q1: 7,783 shares; 2025Q2: 7,933 shares; 2025Q3: 7,933 shares; 2025Q4: 7,933 shares; 2026Q1: 7,933 shares; 2026Q2: 10,615 shares 10,615 $323K 0.02% +2,682 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,952 shares; 2025Q1: 5,011 shares; 2025Q2: not reported; 2025Q3: 5,011 shares; 2025Q4: 5,011 shares; 2026Q1: 6,875 shares; 2026Q2: 6,875 shares 6,875 $314K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 6,756 shares; 2025Q1: 6,442 shares; 2025Q2: 6,532 shares; 2025Q3: 6,535 shares; 2025Q4: 6,271 shares; 2026Q1: 7,294 shares; 2026Q2: 7,340 shares 7,340 $311K 0.02% +46 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,837 shares 1,837 $304K 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 624 shares 624 $298K 0.02% new 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; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,092 shares; 2026Q1: 1,095 shares; 2026Q2: 1,365 shares 1,365 $298K 0.02% +270 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; 2024Q3: restricted; 2024Q4: 1,897 shares; 2025Q1: 2,360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,411 shares; 2026Q1: 3,560 shares; 2026Q2: 3,558 shares 3,558 $294K 0.02% -2 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 534 shares; 2025Q1: 535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,622 shares 2,622 $289K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,693 shares; 2025Q2: 1,643 shares; 2025Q3: 1,649 shares; 2025Q4: 1,672 shares; 2026Q1: 1,655 shares; 2026Q2: 1,782 shares 1,782 $289K 0.02% +127 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,283 shares 1,283 $284K 0.02% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,257 shares; 2026Q2: 10,767 shares 10,767 $282K 0.02% +510 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $280K 0.02% new Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,124 shares; 2026Q1: 2,125 shares; 2026Q2: 1,996 shares 1,996 $279K 0.02% -129 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,291 shares; 2025Q1: 6,035 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,052 shares; 2026Q1: 11,112 shares; 2026Q2: 11,290 shares 11,290 $272K 0.02% +178 Timeline VUSB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,009 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,284 shares; 2026Q2: 5,447 shares 5,447 $271K 0.02% -1,837 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,361 shares; 2026Q1: 5,361 shares; 2026Q2: 5,361 shares 5,361 $269K 0.02% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,338 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 2,524 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $268K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares; 2026Q2: 260 shares 260 $263K 0.02% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129 shares 129 $257K 0.02% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,479 shares; 2025Q1: 5,288 shares; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares; 2025Q4: 5,288 shares; 2026Q1: 4,821 shares; 2026Q2: 4,905 shares 4,905 $256K 0.02% +84 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; 2024Q3: restricted; 2024Q4: 4,743 shares; 2025Q1: 4,806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,055 shares; 2026Q2: 8,055 shares 8,055 $255K 0.02% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,131 shares; 2025Q1: 3,133 shares; 2025Q2: 3,064 shares; 2025Q3: not reported; 2025Q4: 3,085 shares; 2026Q1: 3,193 shares; 2026Q2: 3,197 shares 3,197 $253K 0.02% +4 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; 2024Q3: restricted; 2024Q4: 10,723 shares; 2025Q1: 15,192 shares; 2025Q2: 12,255 shares; 2025Q3: 12,262 shares; 2025Q4: 11,355 shares; 2026Q1: 10,504 shares; 2026Q2: 4,854 shares 4,854 $251K 0.02% -5,650 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; 2024Q3: restricted; 2024Q4: 9,839 shares; 2025Q1: 9,192 shares; 2025Q2: 9,173 shares; 2025Q3: 8,551 shares; 2025Q4: 4,984 shares; 2026Q1: 4,297 shares; 2026Q2: 4,350 shares 4,350 $251K 0.02% +53 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,040 shares; 2025Q1: 11,730 shares; 2025Q2: 12,160 shares; 2025Q3: 13,478 shares; 2025Q4: 5,595 shares; 2026Q1: 1,650 shares; 2026Q2: 1,680 shares 1,680 $249K 0.02% +30 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,988 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,600 shares; 2026Q1: 2,437 shares; 2026Q2: 2,414 shares 2,414 $248K 0.02% -23 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,336 shares; 2025Q4: 1,344 shares; 2026Q1: 1,351 shares; 2026Q2: 1,358 shares 1,358 $246K 0.02% +7 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,653 shares; 2025Q2: 2,665 shares; 2025Q3: 2,669 shares; 2025Q4: 2,698 shares; 2026Q1: 2,718 shares; 2026Q2: 2,719 shares 2,719 $246K 0.02% +1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,511 shares 2,511 $242K 0.02% new 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; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,533 shares; 2025Q2: 1,527 shares; 2025Q3: 1,045 shares; 2025Q4: 1,036 shares; 2026Q1: 1,076 shares; 2026Q2: 1,082 shares 1,082 $241K 0.02% +6 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 1,533 shares 1,533 $238K 0.02% +200 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,619 shares; 2026Q2: 7,619 shares 7,619 $237K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 672 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares; 2026Q2: 699 shares 699 $231K 0.02% +8 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; 2024Q3: restricted; 2024Q4: 11,123 shares; 2025Q1: 11,042 shares; 2025Q2: 11,111 shares; 2025Q3: 10,789 shares; 2025Q4: 10,965 shares; 2026Q1: 11,548 shares; 2026Q2: 11,062 shares 11,062 $229K 0.02% -486 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; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 933 shares; 2025Q2: 779 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298 shares 298 $227K 0.02% 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; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,333 shares; 2025Q2: 1,351 shares; 2025Q3: 1,358 shares; 2025Q4: 1,594 shares; 2026Q1: 1,650 shares; 2026Q2: 1,050 shares 1,050 $227K 0.02% -600 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,864 shares; 2025Q4: 2,899 shares; 2026Q1: 2,916 shares; 2026Q2: 2,944 shares 2,944 $226K 0.02% +28 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; 2024Q3: restricted; 2024Q4: 10,726 shares; 2025Q1: 402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 543 shares 543 $226K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,926 shares; 2025Q1: 1,826 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,139 shares; 2026Q2: 2,138 shares 2,138 $222K 0.02% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 337 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349 shares 349 $221K 0.02% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,355 shares; 2026Q1: 5,577 shares; 2026Q2: 5,577 shares 5,577 $218K 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; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,024 shares; 2025Q2: 6,684 shares; 2025Q3: 4,631 shares; 2025Q4: 3,579 shares; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $216K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 433 shares 433 $215K 0.02% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,743 shares; 2025Q1: 1,768 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,840 shares 2,840 $214K 0.02% new 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; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 11,000 shares 11,000 $210K 0.02% -1,000 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,511 shares 6,511 $209K 0.02% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,611 shares; 2025Q1: 8,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,611 shares 8,611 $208K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 993 shares 993 $208K 0.02% 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; 2024Q3: restricted; 2024Q4: 745 shares; 2025Q1: 748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $205K 0.02% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,918 shares 10,918 $203K 0.02% new Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,818 shares 2,818 $203K 0.02% new 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; 2024Q3: restricted; 2024Q4: 1,954 shares; 2025Q1: 2,298 shares; 2025Q2: 2,512 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,475 shares; 2026Q2: 951 shares 951 $202K 0.02% -17,524 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,461 shares 4,461 $201K 0.02% new Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $80.8K 0.01% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,135 shares; 2025Q1: 21,097 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares; 2026Q1: 21,509 shares; 2026Q2: 21,509 shares 21,509 $62.4K <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares; 2026Q2: 10,650 shares 10,650 $39.8K <0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $14.5K <0.01% new Timeline