GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 446,508 shares; 2025Q1: 960,560 shares; 2025Q2: 1,062,010 shares; 2025Q3: 1,305,456 shares; 2025Q4: 1,322,606 shares; 2026Q1: 1,413,116 shares; 2026Q2: 1,437,336 shares 1,437,336 $39.7M 8.96% +24,220 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 114,224 shares; 2025Q1: 149,562 shares; 2025Q2: 165,338 shares; 2025Q3: 174,982 shares; 2025Q4: 448,723 shares; 2026Q1: 604,293 shares; 2026Q2: 616,590 shares 616,590 $28M 6.32% +12,297 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: 45,905 shares; 2025Q1: 35,906 shares; 2025Q2: 36,250 shares; 2025Q3: 34,791 shares; 2025Q4: 34,337 shares; 2026Q1: 34,591 shares; 2026Q2: 34,396 shares 34,396 $25.7M 5.79% -195 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: 621,840 shares; 2025Q1: 733,355 shares; 2025Q2: 779,709 shares; 2025Q3: 798,992 shares; 2025Q4: 645,210 shares; 2026Q1: 788,795 shares; 2026Q2: 796,067 shares 796,067 $21.8M 4.91% +7,272 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 198,332 shares; 2025Q1: 210,796 shares; 2025Q2: 215,188 shares; 2025Q3: 324,990 shares; 2025Q4: 344,219 shares; 2026Q1: 347,913 shares; 2026Q2: 353,927 shares 353,927 $19.3M 4.36% +6,014 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: 19,899 shares; 2025Q1: 20,544 shares; 2025Q2: 20,652 shares; 2025Q3: 15,522 shares; 2025Q4: 18,480 shares; 2026Q1: 19,505 shares; 2026Q2: 19,212 shares 19,212 $14.1M 3.19% -293 Timeline DRSK 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: 289,994 shares; 2025Q1: 354,175 shares; 2025Q2: 407,274 shares; 2025Q3: 402,389 shares; 2025Q4: 426,746 shares; 2026Q1: 468,957 shares; 2026Q2: 472,862 shares 472,862 $13.6M 3.06% +3,905 Timeline SPYV 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: 104,235 shares; 2026Q1: 204,672 shares; 2026Q2: 217,901 shares 217,901 $13.2M 2.99% +13,229 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 251,737 shares; 2025Q1: 261,935 shares; 2025Q2: 263,145 shares; 2025Q3: 263,969 shares; 2025Q4: 272,611 shares; 2026Q1: 266,637 shares; 2026Q2: 277,141 shares 277,141 $12M 2.7% +10,504 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,072 shares; 2026Q1: 361,434 shares; 2026Q2: 371,143 shares 371,143 $11.7M 2.63% +9,709 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 133,918 shares; 2025Q1: 134,828 shares; 2025Q2: 128,729 shares; 2025Q3: 137,618 shares; 2025Q4: 140,692 shares; 2026Q1: 140,610 shares; 2026Q2: 144,903 shares 144,903 $10.6M 2.38% +4,293 Timeline IGRO 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: 69,769 shares; 2025Q1: 72,773 shares; 2025Q2: 70,717 shares; 2025Q3: 78,173 shares; 2025Q4: 85,048 shares; 2026Q1: 88,301 shares; 2026Q2: 88,626 shares 88,626 $7.79M 1.76% +325 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157,731 shares; 2025Q1: 199,599 shares; 2025Q2: 236,886 shares; 2025Q3: 242,243 shares; 2025Q4: 240,704 shares; 2026Q1: 261,874 shares; 2026Q2: 263,690 shares 263,690 $6.56M 1.48% +1,816 Timeline ACIO 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: 368,623 shares; 2025Q1: 398,008 shares; 2025Q2: 420,489 shares; 2025Q3: 346,357 shares; 2025Q4: 224,210 shares; 2026Q1: 128,403 shares; 2026Q2: 126,503 shares 126,503 $5.84M 1.32% -1,900 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,850 shares; 2025Q1: 65,556 shares; 2025Q2: 65,563 shares; 2025Q3: 65,563 shares; 2025Q4: 65,463 shares; 2026Q1: 65,463 shares; 2026Q2: 65,463 shares 65,463 $5.68M 1.28% 0 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,615 shares; 2025Q1: 87,526 shares; 2025Q2: 88,691 shares; 2025Q3: 99,936 shares; 2025Q4: 115,171 shares; 2026Q1: 116,784 shares; 2026Q2: 132,384 shares 132,384 $5.43M 1.22% +15,600 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: 224,124 shares; 2025Q1: 210,092 shares; 2025Q2: 195,256 shares; 2025Q3: 191,441 shares; 2025Q4: 171,894 shares; 2026Q1: 164,089 shares; 2026Q2: 165,674 shares 165,674 $5.25M 1.18% +1,585 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,657 shares; 2025Q1: 43,760 shares; 2025Q2: 61,389 shares; 2025Q3: 72,660 shares; 2025Q4: 71,175 shares; 2026Q1: 75,290 shares; 2026Q2: 72,865 shares 72,865 $4.52M 1.02% -2,425 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: 6,964 shares; 2025Q1: 7,070 shares; 2025Q2: 7,267 shares; 2025Q3: 7,361 shares; 2025Q4: 7,821 shares; 2026Q1: 8,228 shares; 2026Q2: 8,403 shares 8,403 $4.39M 0.99% +175 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: 35,615 shares; 2025Q1: 38,212 shares; 2025Q2: 38,768 shares; 2025Q3: 39,460 shares; 2025Q4: 38,638 shares; 2026Q1: 47,202 shares; 2026Q2: 50,754 shares 50,754 $4.11M 0.93% +3,552 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,223 shares; 2025Q1: 15,232 shares; 2025Q2: 15,232 shares; 2025Q3: 15,232 shares; 2025Q4: 15,232 shares; 2026Q1: 15,232 shares; 2026Q2: 15,232 shares 15,232 $3.93M 0.89% 0 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: 40,897 shares; 2025Q1: 41,682 shares; 2025Q2: 43,346 shares; 2025Q3: 43,897 shares; 2025Q4: 43,896 shares; 2026Q1: 42,229 shares; 2026Q2: 40,489 shares 40,489 $3.88M 0.87% -1,740 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,815 shares; 2025Q1: 43,017 shares; 2025Q2: 48,835 shares; 2025Q3: 49,643 shares; 2025Q4: 51,823 shares; 2026Q1: 53,440 shares; 2026Q2: 54,242 shares 54,242 $3.37M 0.76% +802 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: 11,308 shares; 2025Q1: 11,360 shares; 2025Q2: 11,030 shares; 2025Q3: 11,319 shares; 2025Q4: 11,277 shares; 2026Q1: 11,421 shares; 2026Q2: 11,199 shares 11,199 $3.24M 0.73% -222 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,559 shares; 2025Q1: 80,060 shares; 2025Q2: 81,784 shares; 2025Q3: 84,279 shares; 2025Q4: 92,226 shares; 2026Q1: 110,273 shares; 2026Q2: 123,684 shares 123,684 $2.94M 0.66% +13,411 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: 53,194 shares; 2025Q1: 50,522 shares; 2025Q2: 47,644 shares; 2025Q3: 48,808 shares; 2025Q4: 47,571 shares; 2026Q1: 47,724 shares; 2026Q2: 48,515 shares 48,515 $2.74M 0.62% +791 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: 36,424 shares; 2025Q1: 38,468 shares; 2025Q2: 40,790 shares; 2025Q3: 42,676 shares; 2025Q4: 44,471 shares; 2026Q1: 43,559 shares; 2026Q2: 43,088 shares 43,088 $2.65M 0.6% -471 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: 11,751 shares; 2025Q1: 11,371 shares; 2025Q2: 13,518 shares; 2025Q3: 20,622 shares; 2025Q4: 20,952 shares; 2026Q1: 21,261 shares; 2026Q2: 21,716 shares 21,716 $2.46M 0.55% +455 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: 8,316 shares; 2025Q1: 8,393 shares; 2025Q2: 8,704 shares; 2025Q3: 9,700 shares; 2025Q4: 9,597 shares; 2026Q1: 10,137 shares; 2026Q2: 10,137 shares 10,137 $2.42M 0.54% 0 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,836 shares; 2025Q2: 17,961 shares; 2025Q3: 18,938 shares; 2025Q4: 19,222 shares; 2026Q1: 35,976 shares; 2026Q2: 48,845 shares 48,845 $2.34M 0.53% +12,869 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: 9,831 shares; 2025Q1: 9,833 shares; 2025Q2: 9,588 shares; 2025Q3: 9,577 shares; 2025Q4: 9,770 shares; 2026Q1: 9,771 shares; 2026Q2: 9,766 shares 9,766 $2.31M 0.52% -5 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: 23,309 shares; 2025Q1: 24,805 shares; 2025Q2: 25,866 shares; 2025Q3: 26,173 shares; 2025Q4: 26,620 shares; 2026Q1: 25,930 shares; 2026Q2: 25,786 shares 25,786 $2.27M 0.51% -144 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,706 shares; 2025Q1: 12,266 shares; 2025Q2: 12,266 shares; 2025Q3: 12,266 shares; 2025Q4: 11,611 shares; 2026Q1: 11,927 shares; 2026Q2: 11,682 shares 11,682 $2.09M 0.47% -245 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: 5,663 shares; 2025Q1: 5,351 shares; 2025Q2: 5,367 shares; 2025Q3: 5,215 shares; 2025Q4: 5,219 shares; 2026Q1: 5,358 shares; 2026Q2: 5,241 shares 5,241 $1.95M 0.44% -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: 3,903 shares; 2025Q1: 3,978 shares; 2025Q2: 4,063 shares; 2025Q3: 4,511 shares; 2025Q4: 4,155 shares; 2026Q1: 4,420 shares; 2026Q2: 4,545 shares 4,545 $1.91M 0.43% +125 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: 6,092 shares; 2025Q1: 6,798 shares; 2025Q2: 6,919 shares; 2025Q3: 6,969 shares; 2025Q4: 7,142 shares; 2026Q1: 6,459 shares; 2026Q2: 6,286 shares 6,286 $1.9M 0.43% -173 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,010 shares; 2025Q1: 38,575 shares; 2025Q2: 44,940 shares; 2025Q3: 47,311 shares; 2025Q4: 50,496 shares; 2026Q1: 46,713 shares; 2026Q2: 45,712 shares 45,712 $1.88M 0.42% -1,001 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,737 shares; 2025Q1: 36,982 shares; 2025Q2: 37,736 shares; 2025Q3: 40,310 shares; 2025Q4: 49,043 shares; 2026Q1: 51,461 shares; 2026Q2: 60,800 shares 60,800 $1.79M 0.4% +9,339 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: 13,324 shares; 2025Q1: 13,641 shares; 2025Q2: 13,785 shares; 2025Q3: 13,318 shares; 2025Q4: 13,452 shares; 2026Q1: 13,135 shares; 2026Q2: 13,052 shares 13,052 $1.78M 0.4% -83 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: 11,589 shares; 2025Q1: 11,384 shares; 2025Q2: 11,193 shares; 2025Q3: 11,005 shares; 2025Q4: 10,903 shares; 2026Q1: 10,693 shares; 2026Q2: 10,635 shares 10,635 $1.76M 0.4% -58 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,443 shares; 2025Q1: 29,443 shares; 2025Q2: 40,698 shares; 2025Q3: 40,688 shares; 2025Q4: 48,188 shares; 2026Q1: 48,188 shares; 2026Q2: 48,188 shares 48,188 $1.76M 0.4% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,149 shares; 2025Q3: 2,752 shares; 2025Q4: 2,569 shares; 2026Q1: 2,753 shares; 2026Q2: 2,789 shares 2,789 $1.72M 0.39% +36 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: 6,633 shares; 2025Q1: 7,958 shares; 2025Q2: 8,831 shares; 2025Q3: 8,962 shares; 2025Q4: 8,916 shares; 2026Q1: 8,592 shares; 2026Q2: 8,469 shares 8,469 $1.69M 0.38% -123 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,227 shares; 2026Q1: 34,213 shares; 2026Q2: 41,721 shares 41,721 $1.67M 0.38% +7,508 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: 5,208 shares; 2025Q1: 5,153 shares; 2025Q2: 5,034 shares; 2025Q3: 5,038 shares; 2025Q4: 5,014 shares; 2026Q1: 4,975 shares; 2026Q2: 19,911 shares 19,911 $1.6M 0.36% +14,936 Timeline SPAB 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: 154,625 shares; 2025Q1: 117,778 shares; 2025Q2: 107,710 shares; 2025Q3: 93,525 shares; 2025Q4: 70,043 shares; 2026Q1: 62,898 shares; 2026Q2: 62,658 shares 62,658 $1.6M 0.36% -240 Timeline SPIB 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: 75,478 shares; 2025Q1: 67,611 shares; 2025Q2: 56,888 shares; 2025Q3: 57,774 shares; 2025Q4: 52,932 shares; 2026Q1: 47,450 shares; 2026Q2: 47,372 shares 47,372 $1.59M 0.36% -78 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,034 shares; 2025Q1: 24,641 shares; 2025Q2: 24,823 shares; 2025Q3: 24,531 shares; 2025Q4: 20,711 shares; 2026Q1: 20,712 shares; 2026Q2: 20,592 shares 20,592 $1.53M 0.35% -120 Timeline OSCV 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: 56,692 shares; 2025Q1: 49,917 shares; 2025Q2: 49,096 shares; 2025Q3: 43,393 shares; 2025Q4: 38,019 shares; 2026Q1: 35,709 shares; 2026Q2: 35,917 shares 35,917 $1.52M 0.34% +208 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,383 shares; 2026Q1: 1,196 shares; 2026Q2: 1,310 shares 1,310 $1.51M 0.34% +114 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: 77,963 shares; 2025Q1: 75,834 shares; 2025Q2: 74,660 shares; 2025Q3: 75,359 shares; 2025Q4: 66,099 shares; 2026Q1: 67,951 shares; 2026Q2: 71,251 shares 71,251 $1.47M 0.33% +3,300 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: 28,111 shares; 2025Q1: 29,051 shares; 2025Q2: 27,192 shares; 2025Q3: 32,533 shares; 2025Q4: 42,098 shares; 2026Q1: 49,811 shares; 2026Q2: 53,363 shares 53,363 $1.47M 0.33% +3,552 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,417 shares; 2025Q1: 43,872 shares; 2025Q2: 43,376 shares; 2025Q3: 43,380 shares; 2025Q4: 43,384 shares; 2026Q1: 43,089 shares; 2026Q2: 42,993 shares 42,993 $1.45M 0.33% -96 Timeline VBND 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: 30,289 shares; 2026Q2: 32,854 shares 32,854 $1.43M 0.32% +2,565 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,009 shares; 2025Q1: 50,599 shares; 2025Q2: 49,293 shares; 2025Q3: 51,641 shares; 2025Q4: 45,134 shares; 2026Q1: 31,582 shares; 2026Q2: 28,117 shares 28,117 $1.42M 0.32% -3,465 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,084 shares; 2025Q2: 11,240 shares; 2025Q3: 12,656 shares; 2025Q4: 15,754 shares; 2026Q1: 24,225 shares; 2026Q2: 26,243 shares 26,243 $1.4M 0.32% +2,018 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: 3,025 shares; 2025Q1: 1,427 shares; 2025Q2: 983 shares; 2025Q3: 1,311 shares; 2025Q4: 1,366 shares; 2026Q1: 1,472 shares; 2026Q2: 1,856 shares 1,856 $1.39M 0.31% +384 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,206 shares 3,206 $1.38M 0.31% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,234 shares; 2025Q1: 47,232 shares; 2025Q2: 47,739 shares; 2025Q3: 47,740 shares; 2025Q4: 43,140 shares; 2026Q1: 43,427 shares; 2026Q2: 43,181 shares 43,181 $1.38M 0.31% -246 Timeline IVE 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: 4,507 shares; 2025Q1: 4,803 shares; 2025Q2: 4,508 shares; 2025Q3: 4,480 shares; 2025Q4: 6,539 shares; 2026Q1: 6,331 shares; 2026Q2: 5,943 shares 5,943 $1.35M 0.3% -388 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: 5,567 shares; 2025Q3: 6,348 shares; 2025Q4: 9,353 shares; 2026Q1: 9,891 shares; 2026Q2: 9,940 shares 9,940 $1.32M 0.3% +49 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: 1,767 shares; 2025Q1: 1,802 shares; 2025Q2: 1,167 shares; 2025Q3: 1,145 shares; 2025Q4: 1,132 shares; 2026Q1: 1,096 shares; 2026Q2: 1,086 shares 1,086 $1.3M 0.29% -10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 1,070 shares; 2026Q2: 1,099 shares 1,099 $1.29M 0.29% +29 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 16,212 shares; 2026Q1: 34,421 shares; 2026Q2: 46,942 shares 46,942 $1.28M 0.29% +12,521 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: 5,090 shares; 2025Q1: 4,920 shares; 2025Q2: 4,869 shares; 2025Q3: 4,716 shares; 2025Q4: 4,015 shares; 2026Q1: 3,967 shares; 2026Q2: 3,888 shares 3,888 $1.27M 0.29% -79 Timeline SCHP 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: 67,381 shares; 2025Q1: 59,639 shares; 2025Q2: 50,901 shares; 2025Q3: 51,881 shares; 2025Q4: 48,370 shares; 2026Q1: 47,056 shares; 2026Q2: 47,262 shares 47,262 $1.25M 0.28% +206 Timeline VGSH 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: 37,698 shares; 2025Q1: 49,315 shares; 2025Q2: 45,517 shares; 2025Q3: 46,617 shares; 2025Q4: 46,600 shares; 2026Q1: 21,400 shares; 2026Q2: 21,279 shares 21,279 $1.24M 0.28% -121 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: 4,712 shares; 2025Q1: 4,597 shares; 2025Q2: 4,582 shares; 2025Q3: 4,468 shares; 2025Q4: 4,332 shares; 2026Q1: 4,367 shares; 2026Q2: 4,372 shares 4,372 $1.23M 0.28% +5 Timeline VGIT 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: 32,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,660 shares; 2026Q2: 20,618 shares 20,618 $1.22M 0.27% +1,958 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,542 shares; 2025Q1: 7,060 shares; 2025Q2: 7,033 shares; 2025Q3: 7,100 shares; 2025Q4: 7,057 shares; 2026Q1: 7,984 shares; 2026Q2: 8,119 shares 8,119 $1.19M 0.27% +135 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD 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: not reported; 2025Q4: 15,182 shares; 2026Q1: 37,522 shares; 2026Q2: 43,558 shares 43,558 $1.18M 0.27% +6,036 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,467 shares; 2025Q1: not reported; 2025Q2: 6,256 shares; 2025Q3: 6,264 shares; 2025Q4: 17,875 shares; 2026Q1: 24,037 shares; 2026Q2: 24,679 shares 24,679 $1.17M 0.26% +642 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,366 shares; 2025Q2: 28,145 shares; 2025Q3: 30,644 shares; 2025Q4: 30,869 shares; 2026Q1: 30,550 shares; 2026Q2: 27,120 shares 27,120 $1.17M 0.26% -3,430 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,130 shares; 2025Q1: 23,477 shares; 2025Q2: 21,618 shares; 2025Q3: 26,159 shares; 2025Q4: 37,687 shares; 2026Q1: 43,872 shares; 2026Q2: 46,319 shares 46,319 $1.17M 0.26% +2,447 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 3,733 shares; 2025Q4: 2,675 shares; 2026Q1: 3,147 shares; 2026Q2: 3,194 shares 3,194 $1.17M 0.26% +47 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares; 2026Q2: 5,805 shares 5,805 $1.16M 0.26% +1,080 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: 47,137 shares; 2025Q1: 42,872 shares; 2025Q2: 40,298 shares; 2025Q3: 40,639 shares; 2025Q4: 45,704 shares; 2026Q1: 50,565 shares; 2026Q2: 52,074 shares 52,074 $1.16M 0.26% +1,509 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,160 shares; 2025Q3: 7,160 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares 5,060 $1.13M 0.26% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,120 shares; 2025Q1: 9,445 shares; 2025Q2: 9,379 shares; 2025Q3: 9,371 shares; 2025Q4: 9,640 shares; 2026Q1: 9,690 shares; 2026Q2: 9,640 shares 9,640 $1.11M 0.25% -50 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 4,355 shares; 2026Q2: 4,566 shares 4,566 $1.09M 0.25% +211 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: 36,590 shares; 2025Q1: 33,037 shares; 2025Q2: 33,955 shares; 2025Q3: 31,708 shares; 2025Q4: 29,935 shares; 2026Q1: 26,805 shares; 2026Q2: 25,542 shares 25,542 $1.08M 0.24% -1,263 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: 1,502 shares; 2025Q1: 1,591 shares; 2025Q2: 1,630 shares; 2025Q3: 1,964 shares; 2025Q4: 1,951 shares; 2026Q1: 2,131 shares; 2026Q2: 2,147 shares 2,147 $1.07M 0.24% +16 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,936 shares; 2025Q1: 8,985 shares; 2025Q2: 12,431 shares; 2025Q3: 14,869 shares; 2025Q4: 14,795 shares; 2026Q1: 17,237 shares; 2026Q2: 15,665 shares 15,665 $1.07M 0.24% -1,572 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,708 shares; 2025Q1: 120,931 shares; 2025Q2: 138,403 shares; 2025Q3: 143,755 shares; 2025Q4: 96,959 shares; 2026Q1: 25,840 shares; 2026Q2: 23,777 shares 23,777 $1.06M 0.24% -2,063 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,985 shares; 2025Q1: 6,487 shares; 2025Q2: 7,007 shares; 2025Q3: 6,787 shares; 2025Q4: 6,471 shares; 2026Q1: 7,225 shares; 2026Q2: 7,387 shares 7,387 $1.03M 0.23% +162 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,728 shares; 2025Q1: 59,401 shares; 2025Q2: 59,848 shares; 2025Q3: 58,830 shares; 2025Q4: 61,544 shares; 2026Q1: 56,376 shares; 2026Q2: 57,323 shares 57,323 $1.02M 0.23% +947 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: 5,488 shares; 2025Q1: 3,320 shares; 2025Q2: 3,546 shares; 2025Q3: 3,375 shares; 2025Q4: 3,156 shares; 2026Q1: 2,986 shares; 2026Q2: 2,824 shares 2,824 $1.01M 0.23% -162 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares; 2025Q4: 1,533 shares; 2026Q1: 1,949 shares; 2026Q2: 2,024 shares 2,024 $994K 0.22% +75 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: 18,969 shares; 2025Q1: 18,982 shares; 2025Q2: 30,707 shares; 2025Q3: 33,667 shares; 2025Q4: 41,900 shares; 2026Q1: 36,824 shares; 2026Q2: 32,735 shares 32,735 $989K 0.22% -4,089 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares; 2026Q1: 1,299 shares; 2026Q2: 1,361 shares 1,361 $980K 0.22% +62 Timeline IYW 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: 5,061 shares; 2025Q1: 4,179 shares; 2025Q2: 4,087 shares; 2025Q3: 3,681 shares; 2025Q4: 3,655 shares; 2026Q1: 3,594 shares; 2026Q2: 3,825 shares 3,825 $965K 0.22% +231 Timeline MINO 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: 11,430 shares; 2026Q1: 20,044 shares; 2026Q2: 21,052 shares 21,052 $963K 0.22% +1,008 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,064 shares; 2025Q1: 4,424 shares; 2025Q2: 4,473 shares; 2025Q3: 4,469 shares; 2025Q4: 3,598 shares; 2026Q1: 3,518 shares; 2026Q2: 3,518 shares 3,518 $963K 0.22% 0 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: 8,716 shares; 2025Q1: 9,006 shares; 2025Q2: 8,999 shares; 2025Q3: 8,933 shares; 2025Q4: 10,031 shares; 2026Q1: 12,573 shares; 2026Q2: 16,775 shares 16,775 $956K 0.22% +4,202 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,868 shares; 2025Q3: 5,002 shares; 2025Q4: 3,007 shares; 2026Q1: 1,062 shares; 2026Q2: 982 shares 982 $948K 0.21% -80 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: 2,321 shares; 2025Q2: 2,530 shares; 2025Q3: 2,578 shares; 2025Q4: 2,119 shares; 2026Q1: 6,819 shares; 2026Q2: 7,468 shares 7,468 $943K 0.21% +649 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,100 shares; 2025Q1: 8,623 shares; 2025Q2: 8,491 shares; 2025Q3: 8,500 shares; 2025Q4: 16,891 shares; 2026Q1: 16,728 shares; 2026Q2: 17,590 shares 17,590 $934K 0.21% +862 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: 4,868 shares; 2025Q1: 5,104 shares; 2025Q2: 5,221 shares; 2025Q3: 5,236 shares; 2025Q4: 5,083 shares; 2026Q1: 6,110 shares; 2026Q2: 6,324 shares 6,324 $927K 0.21% +214 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,465 shares; 2025Q2: 16,653 shares; 2025Q3: 20,125 shares; 2025Q4: 21,078 shares; 2026Q1: 17,035 shares; 2026Q2: 19,147 shares 19,147 $919K 0.21% +2,112 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: 2,418 shares; 2025Q1: 2,477 shares; 2025Q2: 2,351 shares; 2025Q3: 2,365 shares; 2025Q4: 4,646 shares; 2026Q1: 4,834 shares; 2026Q2: 4,799 shares 4,799 $914K 0.21% -35 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: 2,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,151 shares; 2026Q1: 6,584 shares; 2026Q2: 7,109 shares 7,109 $913K 0.21% +525 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,489 shares; 2025Q1: 28,735 shares; 2025Q2: 29,500 shares; 2025Q3: 34,651 shares; 2025Q4: 36,247 shares; 2026Q1: 35,749 shares; 2026Q2: 36,760 shares 36,760 $849K 0.19% +1,011 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,156 shares; 2026Q2: 2,317 shares 2,317 $839K 0.19% +161 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: 3,991 shares; 2025Q1: 3,977 shares; 2025Q2: 3,977 shares; 2025Q3: 3,836 shares; 2025Q4: 3,836 shares; 2026Q1: 3,729 shares; 2026Q2: 3,729 shares 3,729 $822K 0.19% 0 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: 9,667 shares; 2025Q1: 12,612 shares; 2025Q2: 11,731 shares; 2025Q3: 2,751 shares; 2025Q4: 2,541 shares; 2026Q1: 2,795 shares; 2026Q2: 3,782 shares 3,782 $805K 0.18% +987 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,437 shares; 2025Q1: 13,861 shares; 2025Q2: 14,259 shares; 2025Q3: 15,112 shares; 2025Q4: 15,864 shares; 2026Q1: 16,570 shares; 2026Q2: 17,129 shares 17,129 $799K 0.18% +559 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: 788 shares; 2025Q1: 741 shares; 2025Q2: 743 shares; 2025Q3: 812 shares; 2025Q4: 843 shares; 2026Q1: 795 shares; 2026Q2: 740 shares 740 $788K 0.18% -55 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: 4,069 shares; 2025Q1: 3,571 shares; 2025Q2: 3,262 shares; 2025Q3: 3,237 shares; 2025Q4: 3,195 shares; 2026Q1: 3,112 shares; 2026Q2: 3,092 shares 3,092 $785K 0.18% -20 Timeline FXO 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: 6,194 shares; 2025Q1: 8,634 shares; 2025Q2: 9,270 shares; 2025Q3: 9,646 shares; 2025Q4: 11,324 shares; 2026Q1: 12,115 shares; 2026Q2: 12,564 shares 12,564 $785K 0.18% +449 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: 8,087 shares; 2025Q1: 7,792 shares; 2025Q2: 7,595 shares; 2025Q3: 7,427 shares; 2025Q4: 7,262 shares; 2026Q1: 7,330 shares; 2026Q2: 6,662 shares 6,662 $783K 0.18% -668 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: 29,757 shares; 2025Q1: 29,757 shares; 2025Q2: 29,757 shares; 2025Q3: 29,757 shares; 2025Q4: 29,557 shares; 2026Q1: 29,557 shares; 2026Q2: 26,557 shares 26,557 $782K 0.18% -3,000 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,293 shares; 2025Q1: 2,278 shares; 2025Q2: 2,266 shares; 2025Q3: 3,849 shares; 2025Q4: 4,199 shares; 2026Q1: 5,445 shares; 2026Q2: 6,110 shares 6,110 $773K 0.17% +665 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: 14,369 shares; 2025Q1: 11,853 shares; 2025Q2: 12,202 shares; 2025Q3: 15,639 shares; 2025Q4: 11,995 shares; 2026Q1: 10,873 shares; 2026Q2: 10,826 shares 10,826 $771K 0.17% -47 Timeline IWD 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: 3,131 shares; 2025Q1: 3,243 shares; 2025Q2: 3,214 shares; 2025Q3: 3,208 shares; 2025Q4: 3,210 shares; 2026Q1: 3,199 shares; 2026Q2: 3,135 shares 3,135 $760K 0.17% -64 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: 1,567 shares; 2025Q1: 1,634 shares; 2025Q2: 1,556 shares; 2025Q3: 1,561 shares; 2025Q4: 1,536 shares; 2026Q1: 2,612 shares; 2026Q2: 2,974 shares 2,974 $748K 0.17% +362 Timeline MDIV 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: 71,537 shares; 2025Q1: 67,542 shares; 2025Q2: 53,350 shares; 2025Q3: 54,217 shares; 2025Q4: 48,001 shares; 2026Q1: 45,039 shares; 2026Q2: 44,864 shares 44,864 $741K 0.17% -175 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: 4,374 shares; 2025Q1: 3,646 shares; 2025Q2: 3,644 shares; 2025Q3: 3,682 shares; 2025Q4: 3,456 shares; 2026Q1: 3,297 shares; 2026Q2: 3,355 shares 3,355 $731K 0.16% +58 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 490 shares; 2026Q1: 675 shares; 2026Q2: 715 shares 715 $699K 0.16% +40 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: 3,879 shares; 2025Q1: 3,879 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares; 2026Q1: 4,412 shares; 2026Q2: 4,412 shares 4,412 $697K 0.16% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,249 shares; 2026Q1: 1,232 shares; 2026Q2: 1,198 shares 1,198 $696K 0.16% -34 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,627 shares; 2025Q1: 19,171 shares; 2025Q2: 16,631 shares; 2025Q3: 12,342 shares; 2025Q4: 12,180 shares; 2026Q1: 9,785 shares; 2026Q2: 13,794 shares 13,794 $688K 0.16% +4,009 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,535 shares; 2025Q1: 3,814 shares; 2025Q2: 3,917 shares; 2025Q3: 3,814 shares; 2025Q4: 4,217 shares; 2026Q1: 4,281 shares; 2026Q2: 4,327 shares 4,327 $686K 0.15% +46 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,505 shares; 2025Q1: 14,200 shares; 2025Q2: 13,786 shares; 2025Q3: 13,684 shares; 2025Q4: 13,629 shares; 2026Q1: 13,629 shares; 2026Q2: 13,498 shares 13,498 $686K 0.15% -131 Timeline IUSB 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: 29,164 shares; 2025Q1: 14,023 shares; 2025Q2: 11,879 shares; 2025Q3: 10,780 shares; 2025Q4: 12,314 shares; 2026Q1: 11,795 shares; 2026Q2: 14,569 shares 14,569 $672K 0.15% +2,774 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,382 shares; 2025Q1: 6,976 shares; 2025Q2: 7,384 shares; 2025Q3: 7,447 shares; 2025Q4: 7,407 shares; 2026Q1: 7,773 shares; 2026Q2: 7,980 shares 7,980 $652K 0.15% +207 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,525 shares; 2025Q1: 2,424 shares; 2025Q2: 2,423 shares; 2025Q3: 2,402 shares; 2025Q4: 2,277 shares; 2026Q1: 1,972 shares; 2026Q2: 1,924 shares 1,924 $651K 0.15% -48 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,737 shares; 2026Q1: 20,437 shares; 2026Q2: 19,937 shares 19,937 $648K 0.15% -500 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,699 shares; 2025Q2: 1,636 shares; 2025Q3: 1,727 shares; 2025Q4: 1,639 shares; 2026Q1: 1,505 shares; 2026Q2: 1,494 shares 1,494 $637K 0.14% -11 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,593 shares; 2026Q1: 6,137 shares; 2026Q2: 6,071 shares 6,071 $631K 0.14% -66 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,945 shares; 2025Q1: 5,366 shares; 2025Q2: 6,999 shares; 2025Q3: 7,272 shares; 2025Q4: 14,070 shares; 2026Q1: 13,692 shares; 2026Q2: 13,918 shares 13,918 $631K 0.14% +226 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,723 shares; 2025Q2: 2,807 shares; 2025Q3: 3,749 shares; 2025Q4: 3,583 shares; 2026Q1: 4,688 shares; 2026Q2: 1,841 shares 1,841 $628K 0.14% -2,847 Timeline SJNK 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: 133,613 shares; 2025Q1: 153,120 shares; 2025Q2: 151,401 shares; 2025Q3: 150,422 shares; 2025Q4: 158,088 shares; 2026Q1: 27,216 shares; 2026Q2: 25,005 shares 25,005 $626K 0.14% -2,211 Timeline FXL 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: 2,832 shares; 2025Q1: 3,035 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,985 shares; 2026Q1: 2,868 shares; 2026Q2: 2,853 shares 2,853 $620K 0.14% -15 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,516 shares; 2025Q1: 4,188 shares; 2025Q2: 4,212 shares; 2025Q3: 4,234 shares; 2025Q4: 6,255 shares; 2026Q1: 6,361 shares; 2026Q2: 6,791 shares 6,791 $610K 0.14% +430 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: 2,073 shares; 2025Q1: 2,001 shares; 2025Q2: 2,110 shares; 2025Q3: 1,804 shares; 2025Q4: 1,591 shares; 2026Q1: 1,677 shares; 2026Q2: 1,607 shares 1,607 $607K 0.14% -70 Timeline XMHQ 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: 53,415 shares; 2025Q1: 61,346 shares; 2025Q2: 62,395 shares; 2025Q3: 51,473 shares; 2025Q4: 49,308 shares; 2026Q1: 5,720 shares; 2026Q2: 5,199 shares 5,199 $587K 0.13% -521 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: 4,222 shares; 2025Q1: 3,836 shares; 2025Q2: 4,175 shares; 2025Q3: 4,067 shares; 2025Q4: 4,320 shares; 2026Q1: 4,374 shares; 2026Q2: 4,182 shares 4,182 $575K 0.13% -192 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 5,657 shares 5,657 $563K 0.13% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA 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: 4,761 shares; 2026Q2: 5,193 shares 5,193 $554K 0.12% +432 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: 5,326 shares; 2025Q1: 5,236 shares; 2025Q2: 5,237 shares; 2025Q3: 5,247 shares; 2025Q4: 5,260 shares; 2026Q1: 14,061 shares; 2026Q2: 6,564 shares 6,564 $533K 0.12% -7,497 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,187 shares; 2025Q2: 3,512 shares; 2025Q3: 4,795 shares; 2025Q4: 4,157 shares; 2026Q1: 5,049 shares; 2026Q2: 5,347 shares 5,347 $513K 0.12% +298 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: 752 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 754 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745 $512K 0.12% 0 Timeline PFFD 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: 44,005 shares; 2025Q1: 43,362 shares; 2025Q2: 32,941 shares; 2025Q3: 33,153 shares; 2025Q4: 29,747 shares; 2026Q1: 27,245 shares; 2026Q2: 26,948 shares 26,948 $504K 0.11% -297 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: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 4,192 shares 4,192 $501K 0.11% +3,668 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: 4,230 shares; 2025Q1: 4,234 shares; 2025Q2: 4,238 shares; 2025Q3: 4,240 shares; 2025Q4: 4,243 shares; 2026Q1: 4,246 shares; 2026Q2: 4,248 shares 4,248 $498K 0.11% +2 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: 3,801 shares; 2025Q1: 3,720 shares; 2025Q2: 3,560 shares; 2025Q3: 3,523 shares; 2025Q4: 3,409 shares; 2026Q1: 3,404 shares; 2026Q2: 3,364 shares 3,364 $493K 0.11% -40 Timeline JUCY 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: 52,734 shares; 2025Q1: 41,465 shares; 2025Q2: 35,605 shares; 2025Q3: 28,888 shares; 2025Q4: 21,154 shares; 2026Q1: 21,258 shares; 2026Q2: 22,210 shares 22,210 $488K 0.11% +952 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: 1,638 shares; 2025Q1: 1,618 shares; 2025Q2: 1,549 shares; 2025Q3: 1,539 shares; 2025Q4: 1,511 shares; 2026Q1: 1,381 shares; 2026Q2: 1,371 shares 1,371 $486K 0.11% -10 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: 8,047 shares; 2025Q1: 7,291 shares; 2025Q2: 7,185 shares; 2025Q3: 7,068 shares; 2025Q4: 6,547 shares; 2026Q1: 6,087 shares; 2026Q2: 6,146 shares 6,146 $479K 0.11% +59 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 4,065 shares; 2025Q4: 3,291 shares; 2026Q1: 4,090 shares; 2026Q2: 2,024 shares 2,024 $478K 0.11% -2,066 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,860 shares; 2025Q1: 3,154 shares; 2025Q2: 3,128 shares; 2025Q3: 3,101 shares; 2025Q4: 2,931 shares; 2026Q1: 2,699 shares; 2026Q2: 2,692 shares 2,692 $473K 0.11% -7 Timeline DVY 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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $469K 0.11% 0 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: 1,312 shares; 2025Q1: 1,299 shares; 2025Q2: 1,343 shares; 2025Q3: 1,346 shares; 2025Q4: 1,351 shares; 2026Q1: 1,353 shares; 2026Q2: 1,250 shares 1,250 $462K 0.1% -103 Timeline HDV 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: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 3,372 shares; 2025Q3: 3,372 shares; 2025Q4: 3,372 shares; 2026Q1: 3,372 shares; 2026Q2: 16,860 shares 16,860 $462K 0.1% +13,488 Timeline FISV FISERV INC More: the full row for FISERV 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: 1,694 shares; 2025Q4: 3,534 shares; 2026Q1: 6,057 shares; 2026Q2: 9,260 shares 9,260 $454K 0.1% +3,203 Timeline DAPR 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: 13,148 shares; 2025Q1: 13,148 shares; 2025Q2: 13,420 shares; 2025Q3: 12,410 shares; 2025Q4: 11,403 shares; 2026Q1: 11,018 shares; 2026Q2: 11,018 shares 11,018 $450K 0.1% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 18,471 shares; 2025Q4: 25,578 shares; 2026Q1: 30,104 shares; 2026Q2: 33,403 shares 33,403 $445K 0.1% +3,299 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: 1,383 shares; 2025Q1: 981 shares; 2025Q2: 978 shares; 2025Q3: 967 shares; 2025Q4: 856 shares; 2026Q1: 817 shares; 2026Q2: 4,915 shares 4,915 $423K 0.1% +4,098 Timeline FSTA 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: 9,074 shares; 2025Q1: 9,026 shares; 2025Q2: 9,026 shares; 2025Q3: 8,026 shares; 2025Q4: 8,021 shares; 2026Q1: 8,021 shares; 2026Q2: 8,021 shares 8,021 $421K 0.1% 0 Timeline IJS 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: 2,933 shares; 2025Q1: 3,181 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 3,058 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $418K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,394 shares; 2025Q4: 1,323 shares; 2026Q1: 1,214 shares; 2026Q2: 1,178 shares 1,178 $416K 0.09% -36 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: 5,408 shares; 2025Q1: 5,581 shares; 2025Q2: 5,582 shares; 2025Q3: 5,666 shares; 2025Q4: 5,760 shares; 2026Q1: 5,759 shares; 2026Q2: 5,757 shares 5,757 $414K 0.09% -2 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: 1,902 shares; 2025Q1: 1,600 shares; 2025Q2: 1,470 shares; 2025Q3: 1,439 shares; 2025Q4: 1,375 shares; 2026Q1: 1,369 shares; 2026Q2: 1,366 shares 1,366 $414K 0.09% -3 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 2,160 shares 2,160 $414K 0.09% +1 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: 3,267 shares; 2025Q1: 3,477 shares; 2025Q2: 3,168 shares; 2025Q3: 3,108 shares; 2025Q4: 2,832 shares; 2026Q1: 1,156 shares; 2026Q2: 1,084 shares 1,084 $405K 0.09% -72 Timeline IYF 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: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares; 2026Q2: 3,155 shares 3,155 $402K 0.09% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $402K 0.09% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 30,241 shares; 2026Q2: 32,951 shares 32,951 $392K 0.09% +2,710 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,676 shares; 2025Q2: 10,658 shares; 2025Q3: 10,528 shares; 2025Q4: 10,333 shares; 2026Q1: 9,388 shares; 2026Q2: 8,578 shares 8,578 $387K 0.09% -810 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: not reported; 2025Q1: not reported; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,686 shares; 2026Q1: 4,686 shares; 2026Q2: 4,685 shares 4,685 $385K 0.09% -1 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,215 shares 10,215 $381K 0.09% new 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: 985 shares; 2025Q1: 985 shares; 2025Q2: 1,002 shares; 2025Q3: 1,099 shares; 2025Q4: 1,206 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $381K 0.09% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,753 shares; 2025Q1: 16,474 shares; 2025Q2: 12,680 shares; 2025Q3: 13,439 shares; 2025Q4: 10,213 shares; 2026Q1: 8,521 shares; 2026Q2: 7,408 shares 7,408 $375K 0.08% -1,113 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: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,552 shares; 2026Q2: 2,552 shares 2,552 $374K 0.08% 0 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: 1,954 shares; 2025Q1: 1,937 shares; 2025Q2: 2,007 shares; 2025Q3: 1,885 shares; 2025Q4: 1,950 shares; 2026Q1: 1,954 shares; 2026Q2: 1,959 shares 1,959 $372K 0.08% +5 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,762 shares; 2025Q2: 33,431 shares; 2025Q3: 34,535 shares; 2025Q4: 26,879 shares; 2026Q1: 13,383 shares; 2026Q2: 9,100 shares 9,100 $365K 0.08% -4,283 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,634 shares; 2025Q3: 16,697 shares; 2025Q4: 17,611 shares; 2026Q1: 16,807 shares; 2026Q2: 17,481 shares 17,481 $365K 0.08% +674 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: 4,100 shares; 2025Q1: 4,808 shares; 2025Q2: 4,705 shares; 2025Q3: 4,883 shares; 2025Q4: 4,705 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares 4,705 $363K 0.08% 0 Timeline FMDE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,300 shares; 2025Q4: 112,271 shares; 2026Q1: 9,171 shares; 2026Q2: 8,936 shares 8,936 $363K 0.08% -235 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: 721 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 719 shares; 2026Q2: 695 shares 695 $361K 0.08% -24 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: 1,665 shares; 2025Q1: 1,648 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares; 2026Q1: 1,694 shares; 2026Q2: 1,648 shares 1,648 $357K 0.08% -46 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,761 shares; 2025Q1: 4,761 shares; 2025Q2: 4,761 shares; 2025Q3: 4,761 shares; 2025Q4: 4,731 shares; 2026Q1: 4,731 shares; 2026Q2: 4,731 shares 4,731 $354K 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 5,493 shares; 2026Q1: 7,126 shares; 2026Q2: 7,553 shares 7,553 $351K 0.08% +427 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,537 shares; 2025Q1: 9,099 shares; 2025Q2: 8,873 shares; 2025Q3: 8,707 shares; 2025Q4: 7,715 shares; 2026Q1: 7,246 shares; 2026Q2: 7,228 shares 7,228 $350K 0.08% -18 Timeline FENY 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: 12,712 shares; 2025Q1: 12,712 shares; 2025Q2: 12,527 shares; 2025Q3: 12,383 shares; 2025Q4: 12,086 shares; 2026Q1: 12,086 shares; 2026Q2: 11,586 shares 11,586 $342K 0.08% -500 Timeline CGSM 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: 16,812 shares; 2025Q1: 16,675 shares; 2025Q2: 14,116 shares; 2025Q3: 15,600 shares; 2025Q4: 14,644 shares; 2026Q1: 13,660 shares; 2026Q2: 12,978 shares 12,978 $342K 0.08% -682 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,431 shares 2,431 $339K 0.08% new 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: 2,288 shares; 2025Q1: 2,176 shares; 2025Q2: 2,035 shares; 2025Q3: 1,932 shares; 2025Q4: 1,923 shares; 2026Q1: 1,873 shares; 2026Q2: 1,831 shares 1,831 $339K 0.08% -42 Timeline PFF 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: 39,299 shares; 2025Q1: 29,116 shares; 2025Q2: 18,878 shares; 2025Q3: 16,672 shares; 2025Q4: 10,826 shares; 2026Q1: 10,645 shares; 2026Q2: 11,020 shares 11,020 $336K 0.08% +375 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: not reported; 2025Q1: 826 shares; 2025Q2: 1,005 shares; 2025Q3: 1,569 shares; 2025Q4: 663 shares; 2026Q1: 537 shares; 2026Q2: 529 shares 529 $336K 0.08% -8 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: 765 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 703 shares; 2026Q1: 656 shares; 2026Q2: 653 shares 653 $333K 0.08% -3 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: 1,334 shares; 2025Q1: 1,301 shares; 2025Q2: 1,254 shares; 2025Q3: 1,249 shares; 2025Q4: 1,253 shares; 2026Q1: 1,240 shares; 2026Q2: 1,217 shares 1,217 $329K 0.07% -23 Timeline ITA 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: 2,668 shares; 2025Q1: 1,700 shares; 2025Q2: 1,461 shares; 2025Q3: 1,607 shares; 2025Q4: 1,633 shares; 2026Q1: 1,385 shares; 2026Q2: 1,353 shares 1,353 $328K 0.07% -32 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: 3,755 shares; 2025Q1: 2,754 shares; 2025Q2: 2,351 shares; 2025Q3: 2,431 shares; 2025Q4: 2,398 shares; 2026Q1: 2,127 shares; 2026Q2: 2,061 shares 2,061 $327K 0.07% -66 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,652 shares 6,652 $324K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317 shares 317 $321K 0.07% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,146 shares; 2025Q1: 10,230 shares; 2025Q2: 10,693 shares; 2025Q3: 10,027 shares; 2025Q4: 8,849 shares; 2026Q1: 3,661 shares; 2026Q2: 3,134 shares 3,134 $319K 0.07% -527 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,052 shares; 2025Q1: 5,210 shares; 2025Q2: 4,747 shares; 2025Q3: 6,357 shares; 2025Q4: 8,221 shares; 2026Q1: 6,107 shares; 2026Q2: 6,149 shares 6,149 $316K 0.07% +42 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,350 shares; 2025Q1: 3,291 shares; 2025Q2: 3,266 shares; 2025Q3: 3,266 shares; 2025Q4: 3,307 shares; 2026Q1: 3,419 shares; 2026Q2: 3,415 shares 3,415 $315K 0.07% -4 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,003 shares; 2025Q3: 14,502 shares; 2025Q4: 12,710 shares; 2026Q1: 4,207 shares; 2026Q2: 3,716 shares 3,716 $301K 0.07% -491 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: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,278 shares; 2025Q4: 1,279 shares; 2026Q1: 1,157 shares; 2026Q2: 1,144 shares 1,144 $292K 0.07% -13 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: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $290K 0.07% 0 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: 13,705 shares; 2025Q1: 11,719 shares; 2025Q2: 8,371 shares; 2025Q3: 10,830 shares; 2025Q4: 17,093 shares; 2026Q1: 13,851 shares; 2026Q2: 11,924 shares 11,924 $287K 0.06% -1,927 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,953 shares; 2025Q1: 8,257 shares; 2025Q2: 7,784 shares; 2025Q3: 6,204 shares; 2025Q4: 6,641 shares; 2026Q1: 6,348 shares; 2026Q2: 6,344 shares 6,344 $277K 0.06% -4 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,453 shares; 2026Q1: 5,453 shares; 2026Q2: 5,453 shares 5,453 $276K 0.06% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 15,535 shares; 2026Q2: 15,528 shares 15,528 $275K 0.06% -7 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: 596 shares; 2025Q1: 580 shares; 2025Q2: 550 shares; 2025Q3: 443 shares; 2025Q4: 1,412 shares; 2026Q1: 526 shares; 2026Q2: 482 shares 482 $271K 0.06% -44 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,586 shares; 2025Q1: 5,046 shares; 2025Q2: 3,293 shares; 2025Q3: 3,302 shares; 2025Q4: 2,543 shares; 2026Q1: 2,602 shares; 2026Q2: 2,496 shares 2,496 $269K 0.06% -106 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 869 shares; 2025Q1: 2,220 shares; 2025Q2: 2,543 shares; 2025Q3: 3,585 shares; 2025Q4: 3,659 shares; 2026Q1: 1,259 shares; 2026Q2: 1,225 shares 1,225 $268K 0.06% -34 Timeline FTQI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,078 shares 12,078 $267K 0.06% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,136 shares 11,136 $266K 0.06% new 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: 815 shares; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 1,974 shares; 2026Q2: 770 shares 770 $260K 0.06% -1,204 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,836 shares; 2025Q1: 4,115 shares; 2025Q2: 3,943 shares; 2025Q3: 4,368 shares; 2025Q4: 4,925 shares; 2026Q1: 4,022 shares; 2026Q2: 3,769 shares 3,769 $256K 0.06% -253 Timeline GOVT 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: 11,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,017 shares; 2026Q2: 11,018 shares 11,018 $251K 0.06% +1,001 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: 2,477 shares; 2025Q1: 2,175 shares; 2025Q2: 2,037 shares; 2025Q3: 2,004 shares; 2025Q4: 1,967 shares; 2026Q1: 1,785 shares; 2026Q2: 1,753 shares 1,753 $251K 0.06% -32 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,133 shares; 2026Q2: 1,133 shares 1,133 $248K 0.06% 0 Timeline MTUM 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: 873 shares; 2026Q1: 869 shares; 2026Q2: 723 shares 723 $248K 0.06% -146 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $246K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,364 shares; 2025Q3: 1,342 shares; 2025Q4: 761 shares; 2026Q1: 779 shares; 2026Q2: 588 shares 588 $244K 0.06% -191 Timeline MBB 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: 4,852 shares; 2025Q1: 2,137 shares; 2025Q2: 2,146 shares; 2025Q3: 2,191 shares; 2025Q4: 2,394 shares; 2026Q1: 2,385 shares; 2026Q2: 2,528 shares 2,528 $239K 0.05% +143 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares; 2026Q1: 5,075 shares; 2026Q2: 5,075 shares 5,075 $237K 0.05% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,730 shares; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 5,588 shares; 2025Q4: 5,797 shares; 2026Q1: 4,579 shares; 2026Q2: 4,710 shares 4,710 $234K 0.05% +131 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $232K 0.05% 0 Timeline LALT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,581 shares 9,581 $230K 0.05% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS 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: 2,134 shares 2,134 $228K 0.05% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,347 shares; 2025Q2: 2,349 shares; 2025Q3: 2,352 shares; 2025Q4: 2,355 shares; 2026Q1: 2,358 shares; 2026Q2: 2,361 shares 2,361 $225K 0.05% +3 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: 699 shares; 2025Q1: 660 shares; 2025Q2: 685 shares; 2025Q3: 672 shares; 2025Q4: 660 shares; 2026Q1: 619 shares; 2026Q2: 617 shares 617 $218K 0.05% -2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,416 shares; 2026Q1: 1,586 shares; 2026Q2: 1,595 shares 1,595 $216K 0.05% +9 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: 1,819 shares; 2025Q1: 2,377 shares; 2025Q2: 2,485 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,442 shares 1,442 $214K 0.05% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,280 shares; 2025Q1: 5,280 shares; 2025Q2: 5,100 shares; 2025Q3: 4,600 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $210K 0.05% 0 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: 3,684 shares; 2025Q1: 3,330 shares; 2025Q2: 3,288 shares; 2025Q3: 3,275 shares; 2025Q4: 2,968 shares; 2026Q1: 2,741 shares; 2026Q2: 2,739 shares 2,739 $210K 0.05% -2 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,140 shares; 2025Q1: 2,978 shares; 2025Q2: 2,654 shares; 2025Q3: 2,664 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,206 shares 2,206 $208K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $208K 0.05% new 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: 799 shares; 2025Q1: 750 shares; 2025Q2: 728 shares; 2025Q3: 671 shares; 2025Q4: 583 shares; 2026Q1: not reported; 2026Q2: 597 shares 597 $205K 0.05% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares; 2026Q2: 1,289 shares 1,289 $205K 0.05% 0 Timeline