CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,492 shares; 2024Q4: 246,659 shares; 2025Q1: 331,909 shares; 2025Q2: 281,383 shares; 2025Q3: 389,253 shares; 2025Q4: 314,872 shares 314,872 $31.6M 4% -74,381 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,801 shares; 2024Q4: 101,203 shares; 2025Q1: 100,708 shares; 2025Q2: 104,642 shares; 2025Q3: 115,719 shares; 2025Q4: 114,531 shares 114,531 $29.7M 3.77% -1,188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 30,404 shares; 2025Q1: 33,390 shares; 2025Q2: 34,258 shares; 2025Q3: 32,892 shares; 2025Q4: 35,590 shares 35,590 $24.7M 3.13% +2,698 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,057 shares; 2024Q4: 4,289 shares; 2025Q1: 4,609 shares; 2025Q2: 31,585 shares; 2025Q3: 32,384 shares; 2025Q4: 31,982 shares 31,982 $20M 2.54% -402 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,857 shares; 2024Q4: 85,323 shares; 2025Q1: 87,806 shares; 2025Q2: 96,867 shares; 2025Q3: 107,890 shares; 2025Q4: 100,812 shares 100,812 $18.6M 2.36% -7,078 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,198 shares; 2024Q4: 24,467 shares; 2025Q1: 25,554 shares; 2025Q2: 32,832 shares; 2025Q3: 32,220 shares; 2025Q4: 37,176 shares 37,176 $17.8M 2.26% +4,956 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,461 shares; 2024Q4: 32,929 shares; 2025Q1: 32,135 shares; 2025Q2: 32,900 shares; 2025Q3: 36,129 shares; 2025Q4: 36,650 shares 36,650 $16.3M 2.07% +521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,465 shares; 2024Q4: 26,920 shares; 2025Q1: 80,678 shares; 2025Q2: 82,441 shares; 2025Q3: 83,081 shares; 2025Q4: 88,712 shares 88,712 $12.6M 1.6% +5,631 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,027 shares; 2024Q4: 39,976 shares; 2025Q1: 41,961 shares; 2025Q2: 43,075 shares; 2025Q3: 48,254 shares; 2025Q4: 50,968 shares 50,968 $12.6M 1.6% +2,714 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,214 shares; 2024Q4: 31,034 shares; 2025Q1: 32,533 shares; 2025Q2: 34,668 shares; 2025Q3: 37,205 shares; 2025Q4: 36,670 shares 36,670 $12.1M 1.53% -535 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,692 shares; 2024Q4: 22,269 shares; 2025Q1: 24,109 shares; 2025Q2: 29,066 shares; 2025Q3: 31,608 shares; 2025Q4: 33,339 shares 33,339 $11M 1.39% +1,731 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,311 shares; 2024Q4: 73,735 shares; 2025Q1: 76,843 shares; 2025Q2: 88,185 shares; 2025Q3: 101,323 shares; 2025Q4: 107,899 shares 107,899 $9.94M 1.26% +6,576 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,549 shares; 2024Q4: 18,743 shares; 2025Q1: 20,706 shares; 2025Q2: 22,800 shares; 2025Q3: 24,900 shares; 2025Q4: 27,478 shares 27,478 $9.47M 1.2% +2,578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,893 shares; 2024Q4: 65,612 shares; 2025Q1: 67,023 shares; 2025Q2: 72,265 shares; 2025Q3: 73,637 shares; 2025Q4: 75,570 shares 75,570 $9.42M 1.19% +1,933 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,784 shares; 2024Q4: 3,976 shares; 2025Q1: 40,092 shares; 2025Q2: 6,948 shares; 2025Q3: 6,770 shares; 2025Q4: 22,426 shares 22,426 $9.29M 1.18% +15,656 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,833 shares; 2025Q4: 53,016 shares 53,016 $9.14M 1.16% +183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,364 shares; 2024Q4: 10,622 shares; 2025Q1: 10,021 shares; 2025Q2: 11,081 shares; 2025Q3: 13,327 shares; 2025Q4: 13,767 shares 13,767 $8.99M 1.14% +440 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,906 shares; 2024Q4: 63,319 shares; 2025Q1: 66,035 shares; 2025Q2: 68,804 shares; 2025Q3: 79,423 shares; 2025Q4: 84,133 shares 84,133 $8.43M 1.07% +4,710 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,126 shares 75,126 $6.37M 0.81% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,079 shares; 2024Q4: 71,951 shares; 2025Q1: 82,099 shares; 2025Q2: 85,207 shares; 2025Q3: 81,542 shares; 2025Q4: 88,572 shares 88,572 $6.12M 0.78% +7,030 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,655 shares; 2024Q4: 31,691 shares; 2025Q1: 39,552 shares; 2025Q2: 46,337 shares; 2025Q3: 49,518 shares; 2025Q4: 52,495 shares 52,495 $6.01M 0.76% +2,977 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 23,214 shares; 2025Q1: 24,387 shares; 2025Q2: 25,576 shares; 2025Q3: 27,656 shares; 2025Q4: 28,103 shares 28,103 $5.74M 0.73% +447 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,180 shares; 2025Q1: 4,273 shares; 2025Q2: 4,572 shares; 2025Q3: 5,180 shares; 2025Q4: 5,337 shares 5,337 $5.68M 0.72% +157 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,352 shares; 2024Q4: 10,991 shares; 2025Q1: 6,087 shares; 2025Q2: 33,931 shares; 2025Q3: 35,086 shares; 2025Q4: 35,678 shares 35,678 $5.42M 0.69% +592 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,305 shares; 2025Q3: 159,275 shares; 2025Q4: 159,275 shares 159,275 $5.33M 0.68% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,114 shares; 2024Q4: 5,478 shares; 2025Q1: 6,211 shares; 2025Q2: 7,031 shares; 2025Q3: 7,084 shares; 2025Q4: 7,532 shares 7,532 $4.65M 0.59% +448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,005 shares; 2025Q1: 4,691 shares; 2025Q2: 25,542 shares; 2025Q3: 13,732 shares; 2025Q4: 31,413 shares 31,413 $4.59M 0.58% +17,681 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 25,214 shares; 2025Q1: 24,689 shares; 2025Q2: 25,882 shares; 2025Q3: 27,013 shares; 2025Q4: 27,257 shares 27,257 $4.42M 0.56% +244 Timeline GBIL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,398 shares; 2024Q4: 28,248 shares; 2025Q1: 22,089 shares; 2025Q2: 24,274 shares; 2025Q3: 29,741 shares; 2025Q4: 44,139 shares 44,139 $4.41M 0.56% +14,398 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,142 shares; 2024Q4: 73,984 shares; 2025Q1: 173,622 shares; 2025Q2: 179,636 shares; 2025Q3: 159,634 shares; 2025Q4: 156,059 shares 156,059 $4.33M 0.55% -3,575 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,688 shares; 2024Q4: 9,122 shares; 2025Q1: 9,920 shares; 2025Q2: 10,819 shares; 2025Q3: 11,458 shares; 2025Q4: 11,536 shares 11,536 $4.32M 0.55% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 20,031 shares; 2025Q1: 19,812 shares; 2025Q2: 22,544 shares; 2025Q3: 22,802 shares; 2025Q4: 24,176 shares 24,176 $4.29M 0.54% +1,374 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 12,212 shares; 2025Q1: 12,169 shares; 2025Q2: 12,177 shares; 2025Q3: 12,142 shares; 2025Q4: 11,825 shares 11,825 $4.15M 0.53% -317 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,978 shares; 2025Q1: 5,975 shares; 2025Q2: 6,814 shares; 2025Q3: 6,740 shares; 2025Q4: 6,993 shares 6,993 $4.1M 0.52% +253 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 28,205 shares; 2025Q1: 113,888 shares; 2025Q2: 123,309 shares; 2025Q3: 131,795 shares; 2025Q4: 136,065 shares 136,065 $4.05M 0.51% +4,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,150 shares; 2025Q1: 7,654 shares; 2025Q2: 7,714 shares; 2025Q3: 8,276 shares; 2025Q4: 8,244 shares 8,244 $4.05M 0.51% -32 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,157 shares; 2024Q4: 55,541 shares; 2025Q1: 59,657 shares; 2025Q2: 60,836 shares; 2025Q3: 80,506 shares; 2025Q4: 85,331 shares 85,331 $4.04M 0.51% +4,825 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 12,222 shares; 2025Q1: 12,360 shares; 2025Q2: 12,547 shares; 2025Q3: 13,039 shares; 2025Q4: 12,106 shares 12,106 $3.98M 0.51% -933 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 2,140 shares; 2025Q1: 3,683 shares; 2025Q2: 4,997 shares; 2025Q3: 8,640 shares; 2025Q4: 9,490 shares 9,490 $3.93M 0.5% +850 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,779 shares; 2024Q4: 13,413 shares; 2025Q1: 17,066 shares; 2025Q2: 18,632 shares; 2025Q3: 16,892 shares; 2025Q4: 17,751 shares 17,751 $3.91M 0.5% +859 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,738 shares; 2025Q3: 107,572 shares; 2025Q4: 110,355 shares 110,355 $3.79M 0.48% +2,783 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,145 shares; 2024Q4: 69,089 shares; 2025Q1: 74,195 shares; 2025Q2: 83,842 shares; 2025Q3: 99,598 shares; 2025Q4: 108,607 shares 108,607 $3.67M 0.47% +9,009 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 903 shares; 2025Q1: 1,453 shares; 2025Q2: 2,553 shares; 2025Q3: 5,728 shares; 2025Q4: 5,747 shares 5,747 $3.67M 0.47% +19 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 7,107 shares; 2025Q1: 6,999 shares; 2025Q2: 6,993 shares; 2025Q3: 6,900 shares; 2025Q4: 6,157 shares 6,157 $3.54M 0.45% -743 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,690 shares; 2024Q4: 74,280 shares; 2025Q1: 79,049 shares; 2025Q2: 87,336 shares; 2025Q3: 98,039 shares; 2025Q4: 103,491 shares 103,491 $3.5M 0.44% +5,452 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,931 shares; 2024Q4: 28,269 shares; 2025Q1: 48,559 shares; 2025Q2: 57,719 shares; 2025Q3: 55,045 shares; 2025Q4: 49,727 shares 49,727 $3.46M 0.44% -5,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 7,061 shares; 2025Q1: 6,680 shares; 2025Q2: 6,746 shares; 2025Q3: 6,956 shares; 2025Q4: 6,871 shares 6,871 $3.43M 0.44% -85 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 28,380 shares; 2025Q1: 39,969 shares; 2025Q2: 44,939 shares; 2025Q3: 45,198 shares; 2025Q4: 39,960 shares 39,960 $3.4M 0.43% -5,238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,504 shares; 2025Q3: 14,308 shares; 2025Q4: 15,523 shares 15,523 $3.38M 0.43% +1,215 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,888 shares; 2025Q1: 108,276 shares; 2025Q2: 112,621 shares; 2025Q3: 114,862 shares; 2025Q4: 114,040 shares 114,040 $3.28M 0.42% -822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,558 shares; 2024Q4: 67,241 shares; 2025Q1: 65,284 shares; 2025Q2: 60,744 shares; 2025Q3: 54,082 shares; 2025Q4: 55,925 shares 55,925 $3.22M 0.41% +1,843 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,405 shares; 2025Q4: 137,514 shares 137,514 $3.21M 0.41% +25,109 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,555 shares; 2024Q4: 126,454 shares; 2025Q1: 46,100 shares; 2025Q2: 28,166 shares; 2025Q3: 33,080 shares; 2025Q4: 34,491 shares 34,491 $3.15M 0.4% +1,411 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,769 shares; 2024Q4: 43,312 shares; 2025Q1: 51,535 shares; 2025Q2: 46,388 shares; 2025Q3: 49,214 shares; 2025Q4: 52,233 shares 52,233 $3.07M 0.39% +3,019 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,707 shares; 2024Q4: 14,530 shares; 2025Q1: 14,402 shares; 2025Q2: 2,824 shares; 2025Q3: 14,797 shares; 2025Q4: 13,713 shares 13,713 $2.91M 0.37% -1,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 10,699 shares; 2025Q1: 7,977 shares; 2025Q2: 7,608 shares; 2025Q3: 8,345 shares; 2025Q4: 8,330 shares 8,330 $2.85M 0.36% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,173 shares; 2024Q4: 50,476 shares; 2025Q1: 49,266 shares; 2025Q2: 47,433 shares; 2025Q3: 39,176 shares; 2025Q4: 38,389 shares 38,389 $2.84M 0.36% -787 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 36,833 shares; 2025Q1: 136,541 shares; 2025Q2: 149,962 shares; 2025Q3: 145,284 shares; 2025Q4: 142,779 shares 142,779 $2.81M 0.36% -2,505 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,592 shares; 2024Q4: 14,027 shares; 2025Q1: 14,329 shares; 2025Q2: 15,035 shares; 2025Q3: 7,934 shares; 2025Q4: 7,754 shares 7,754 $2.71M 0.34% -180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,140 shares; 2024Q4: 30,910 shares; 2025Q1: 35,332 shares; 2025Q2: 38,731 shares; 2025Q3: 43,454 shares; 2025Q4: 46,337 shares 46,337 $2.59M 0.33% +2,883 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 10,629 shares; 2025Q1: 9,199 shares; 2025Q2: 10,492 shares; 2025Q3: 11,533 shares; 2025Q4: 13,017 shares 13,017 $2.58M 0.33% +1,484 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 14,230 shares; 2025Q1: 14,086 shares; 2025Q2: 13,915 shares; 2025Q3: 13,427 shares; 2025Q4: 13,682 shares 13,682 $2.55M 0.32% +255 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 5,883 shares; 2025Q1: not reported; 2025Q2: 57,813 shares; 2025Q3: 61,436 shares; 2025Q4: 62,536 shares 62,536 $2.54M 0.32% +1,100 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,845 shares; 2025Q3: 79,852 shares; 2025Q4: 74,057 shares 74,057 $2.5M 0.32% -5,795 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 719 shares; 2025Q1: 690 shares; 2025Q2: 697 shares; 2025Q3: 3,928 shares; 2025Q4: 3,044 shares 3,044 $2.48M 0.32% -884 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,548 shares; 2025Q1: 1,619 shares; 2025Q2: 1,994 shares; 2025Q3: 2,812 shares; 2025Q4: 27,763 shares 27,763 $2.48M 0.32% +24,951 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,113 shares; 2025Q3: 64,263 shares; 2025Q4: 68,830 shares 68,830 $2.44M 0.31% +4,567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,160 shares; 2025Q1: 5,767 shares; 2025Q2: 6,653 shares; 2025Q3: 7,561 shares; 2025Q4: 7,858 shares 7,858 $2.39M 0.3% +297 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,148 shares; 2025Q3: 30,203 shares; 2025Q4: 31,417 shares 31,417 $2.38M 0.3% +1,214 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 5,844 shares; 2025Q1: 6,146 shares; 2025Q2: 7,135 shares; 2025Q3: 7,615 shares; 2025Q4: 7,732 shares 7,732 $2.38M 0.3% +117 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,034 shares; 2024Q4: 14,226 shares; 2025Q1: 12,841 shares; 2025Q2: 28,178 shares; 2025Q3: 34,260 shares; 2025Q4: 33,647 shares 33,647 $2.36M 0.3% -613 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,545 shares; 2025Q3: 5,247 shares; 2025Q4: 4,254 shares 4,254 $2.31M 0.29% -993 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,714 shares; 2025Q1: 13,152 shares; 2025Q2: 12,847 shares; 2025Q3: 12,212 shares; 2025Q4: 9,603 shares 9,603 $2.29M 0.29% -2,609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 15,669 shares; 2025Q1: 17,321 shares; 2025Q2: 18,392 shares; 2025Q3: 19,130 shares; 2025Q4: 20,550 shares 20,550 $2.27M 0.29% +1,420 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,786 shares; 2025Q4: 6,653 shares 6,653 $2.23M 0.28% -2,133 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,571 shares; 2024Q4: 13,536 shares; 2025Q1: 13,086 shares; 2025Q2: 12,872 shares; 2025Q3: not reported; 2025Q4: 11,817 shares 11,817 $2.23M 0.28% new Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,786 shares; 2024Q4: 88,430 shares; 2025Q1: 117,113 shares; 2025Q2: 128,576 shares; 2025Q3: 135,551 shares; 2025Q4: 122,002 shares 122,002 $2.21M 0.28% -13,549 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,774 shares; 2025Q1: 10,119 shares; 2025Q2: 11,447 shares; 2025Q3: 11,779 shares; 2025Q4: 11,652 shares 11,652 $2.2M 0.28% -127 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,920 shares; 2025Q1: 20,241 shares; 2025Q2: 20,936 shares; 2025Q3: 21,450 shares; 2025Q4: 22,988 shares 22,988 $2.19M 0.28% +1,538 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,816 shares; 2024Q4: 28,657 shares; 2025Q1: 29,980 shares; 2025Q2: 35,892 shares; 2025Q3: 35,767 shares; 2025Q4: 31,901 shares 31,901 $2.19M 0.28% -3,866 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,948 shares; 2025Q4: 96,482 shares 96,482 $2.19M 0.28% +81,534 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,585 shares; 2025Q3: 50,838 shares; 2025Q4: 45,282 shares 45,282 $2.18M 0.28% -5,556 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,798 shares; 2024Q4: 34,697 shares; 2025Q1: 33,953 shares; 2025Q2: not reported; 2025Q3: 31,153 shares; 2025Q4: 29,105 shares 29,105 $2.16M 0.27% -2,048 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,499 shares; 2025Q4: 53,592 shares 53,592 $2.15M 0.27% +15,093 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,963 shares; 2025Q3: 12,917 shares; 2025Q4: 10,085 shares 10,085 $2.14M 0.27% -2,832 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,265 shares; 2024Q4: 25,892 shares; 2025Q1: 22,560 shares; 2025Q2: 21,552 shares; 2025Q3: 19,712 shares; 2025Q4: 19,620 shares 19,620 $2.11M 0.27% -92 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,730 shares 34,730 $2.11M 0.27% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 2,491 shares; 2025Q3: 3,736 shares; 2025Q4: 5,411 shares 5,411 $2.11M 0.27% +1,675 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,130 shares; 2024Q4: 28,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,054 shares 22,054 $2.1M 0.27% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,078 shares; 2025Q4: 9,333 shares 9,333 $2.1M 0.27% +1,255 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,036 shares 20,036 $2.1M 0.27% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,277 shares; 2024Q4: 17,732 shares; 2025Q1: 16,173 shares; 2025Q2: 22,078 shares; 2025Q3: 24,767 shares; 2025Q4: 26,266 shares 26,266 $2.09M 0.27% +1,499 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 17,395 shares; 2025Q1: 19,442 shares; 2025Q2: 21,247 shares; 2025Q3: 16,800 shares; 2025Q4: 17,261 shares 17,261 $2.09M 0.27% +461 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,188 shares; 2025Q2: 79,199 shares; 2025Q3: 75,775 shares; 2025Q4: 74,763 shares 74,763 $2.08M 0.26% -1,012 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 28,369 shares; 2025Q1: 36,131 shares; 2025Q2: 45,850 shares; 2025Q3: 47,213 shares; 2025Q4: 40,833 shares 40,833 $2.07M 0.26% -6,380 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,123 shares; 2025Q1: 1,136 shares; 2025Q2: 1,250 shares; 2025Q3: 2,289 shares; 2025Q4: 2,237 shares 2,237 $2.07M 0.26% -52 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 17,244 shares; 2025Q1: 15,387 shares; 2025Q2: 15,611 shares; 2025Q3: 15,473 shares; 2025Q4: 16,276 shares 16,276 $2.06M 0.26% +803 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,131 shares; 2025Q4: 9,746 shares 9,746 $2.05M 0.26% -5,385 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 10,181 shares; 2025Q1: 10,836 shares; 2025Q2: 11,270 shares; 2025Q3: 11,529 shares; 2025Q4: 12,551 shares 12,551 $2.04M 0.26% +1,022 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 8,308 shares; 2025Q1: 8,668 shares; 2025Q2: 8,878 shares; 2025Q3: 9,133 shares; 2025Q4: 9,358 shares 9,358 $2.04M 0.26% +225 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,950 shares; 2025Q2: 25,845 shares; 2025Q3: 35,094 shares; 2025Q4: 46,701 shares 46,701 $2.03M 0.26% +11,607 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,203 shares; 2025Q4: 1,953 shares 1,953 $2.01M 0.26% -250 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,289 shares; 2024Q4: 15,336 shares; 2025Q1: 17,749 shares; 2025Q2: 18,872 shares; 2025Q3: 19,248 shares; 2025Q4: 20,090 shares 20,090 $1.96M 0.25% +842 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,543 shares; 2025Q2: 2,186 shares; 2025Q3: 7,844 shares; 2025Q4: 8,972 shares 8,972 $1.96M 0.25% +1,128 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 3,889 shares; 2025Q1: 2,854 shares; 2025Q2: 2,801 shares; 2025Q3: 2,677 shares; 2025Q4: 2,752 shares 2,752 $1.92M 0.24% +75 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 9,809 shares; 2025Q1: 10,425 shares; 2025Q2: 11,372 shares; 2025Q3: 12,711 shares; 2025Q4: 13,396 shares 13,396 $1.87M 0.24% +685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,934 shares; 2025Q2: 10,196 shares; 2025Q3: 15,269 shares; 2025Q4: 19,089 shares 19,089 $1.86M 0.24% +3,820 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 14,214 shares; 2025Q1: 62,380 shares; 2025Q2: 62,058 shares; 2025Q3: 55,269 shares; 2025Q4: 49,722 shares 49,722 $1.85M 0.23% -5,547 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,301 shares; 2025Q1: 3,814 shares; 2025Q2: 4,336 shares; 2025Q3: 8,560 shares; 2025Q4: 9,096 shares 9,096 $1.85M 0.23% +536 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 11,645 shares; 2025Q1: 57,993 shares; 2025Q2: 58,961 shares; 2025Q3: 52,081 shares; 2025Q4: 46,168 shares 46,168 $1.84M 0.23% -5,913 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,457 shares; 2025Q1: 1,680 shares; 2025Q2: 1,755 shares; 2025Q3: 1,832 shares; 2025Q4: 1,981 shares 1,981 $1.82M 0.23% +149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,535 shares; 2024Q4: 9,229 shares; 2025Q1: 8,428 shares; 2025Q2: 8,650 shares; 2025Q3: 9,162 shares; 2025Q4: 9,193 shares 9,193 $1.81M 0.23% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,527 shares; 2025Q1: 3,136 shares; 2025Q2: 4,070 shares; 2025Q3: 4,459 shares; 2025Q4: 4,786 shares 4,786 $1.8M 0.23% +327 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,785 shares 28,785 $1.73M 0.22% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,385 shares; 2024Q4: 17,665 shares; 2025Q1: 18,798 shares; 2025Q2: 19,186 shares; 2025Q3: 19,177 shares; 2025Q4: 19,824 shares 19,824 $1.72M 0.22% +647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,861 shares; 2025Q3: 19,975 shares; 2025Q4: 19,407 shares 19,407 $1.72M 0.22% -568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,251 shares; 2024Q4: 37,155 shares; 2025Q1: 39,106 shares; 2025Q2: 40,689 shares; 2025Q3: 42,671 shares; 2025Q4: 41,508 shares 41,508 $1.68M 0.21% -1,163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,686 shares; 2025Q1: 4,080 shares; 2025Q2: 3,261 shares; 2025Q3: 4,586 shares; 2025Q4: 4,754 shares 4,754 $1.64M 0.21% +168 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,858 shares; 2025Q3: 11,858 shares; 2025Q4: 11,850 shares 11,850 $1.63M 0.21% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,296 shares; 2024Q4: 13,829 shares; 2025Q1: 15,243 shares; 2025Q2: 18,981 shares; 2025Q3: 23,287 shares; 2025Q4: 23,013 shares 23,013 $1.62M 0.21% -274 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,212 shares; 2025Q2: 1,294 shares; 2025Q3: 1,387 shares; 2025Q4: 1,484 shares 1,484 $1.61M 0.2% +97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,393 shares; 2025Q1: 3,820 shares; 2025Q2: 4,003 shares; 2025Q3: 4,222 shares; 2025Q4: 4,489 shares 4,489 $1.59M 0.2% +267 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,836 shares; 2025Q2: 28,913 shares; 2025Q3: 36,653 shares; 2025Q4: 43,395 shares 43,395 $1.57M 0.2% +6,742 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: 13,445 shares; 2025Q1: 15,739 shares; 2025Q2: 17,172 shares; 2025Q3: 18,137 shares; 2025Q4: 19,475 shares 19,475 $1.55M 0.2% +1,338 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,812 shares; 2025Q4: 13,810 shares 13,810 $1.54M 0.19% +1,998 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,721 shares; 2025Q3: 77,906 shares; 2025Q4: 78,160 shares 78,160 $1.53M 0.19% +254 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,897 shares; 2025Q4: 6,032 shares 6,032 $1.48M 0.19% +1,135 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,417 shares; 2025Q1: 7,292 shares; 2025Q2: 7,350 shares; 2025Q3: 17,190 shares; 2025Q4: 17,244 shares 17,244 $1.46M 0.19% +54 Timeline BSCR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,078 shares; 2025Q3: 71,973 shares; 2025Q4: 72,498 shares 72,498 $1.43M 0.18% +525 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,286 shares; 2025Q1: 11,670 shares; 2025Q2: 10,714 shares; 2025Q3: 12,382 shares; 2025Q4: 11,526 shares 11,526 $1.42M 0.18% -856 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 3,515 shares; 2025Q4: 5,111 shares 5,111 $1.41M 0.18% +1,596 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 8,237 shares; 2025Q1: 9,147 shares; 2025Q2: 9,851 shares; 2025Q3: 11,143 shares; 2025Q4: 11,992 shares 11,992 $1.4M 0.18% +849 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,709 shares; 2024Q4: 9,024 shares; 2025Q1: 5,565 shares; 2025Q2: 5,712 shares; 2025Q3: 5,697 shares; 2025Q4: 4,651 shares 4,651 $1.4M 0.18% -1,046 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,885 shares; 2024Q4: 45,209 shares; 2025Q1: 46,643 shares; 2025Q2: 52,555 shares; 2025Q3: 56,829 shares; 2025Q4: 58,010 shares 58,010 $1.39M 0.18% +1,181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,921 shares; 2025Q4: 11,441 shares 11,441 $1.38M 0.18% +1,520 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,425 shares; 2024Q4: 8,585 shares; 2025Q1: 9,528 shares; 2025Q2: 10,801 shares; 2025Q3: 7,885 shares; 2025Q4: 8,021 shares 8,021 $1.33M 0.17% +136 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,250 shares; 2024Q4: 76,485 shares; 2025Q1: 87,613 shares; 2025Q2: 88,325 shares; 2025Q3: 96,469 shares; 2025Q4: 96,893 shares 96,893 $1.31M 0.17% +424 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,000 shares; 2024Q4: 560,000 shares; 2025Q1: 560,000 shares; 2025Q2: 560,000 shares; 2025Q3: 560,000 shares; 2025Q4: 560,000 shares 560,000 $1.3M 0.17% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,276 shares; 2025Q2: 19,196 shares; 2025Q3: 17,848 shares; 2025Q4: 13,485 shares 13,485 $1.3M 0.16% -4,363 Timeline AVDE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,203 shares; 2025Q4: 15,354 shares 15,354 $1.3M 0.16% +7,151 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,303 shares; 2025Q1: 14,252 shares; 2025Q2: 9,828 shares; 2025Q3: 10,009 shares; 2025Q4: 10,553 shares 10,553 $1.29M 0.16% +544 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,405 shares; 2025Q1: 3,880 shares; 2025Q2: 3,984 shares; 2025Q3: 4,819 shares; 2025Q4: 4,119 shares 4,119 $1.29M 0.16% -700 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,394 shares; 2025Q1: 1,649 shares; 2025Q2: 1,708 shares; 2025Q3: 1,815 shares; 2025Q4: 1,984 shares 1,984 $1.28M 0.16% +169 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 1,133 shares; 2025Q3: 1,328 shares; 2025Q4: 1,359 shares 1,359 $1.28M 0.16% +31 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,761 shares; 2025Q1: 2,431 shares; 2025Q2: 2,546 shares; 2025Q3: 2,563 shares; 2025Q4: 2,587 shares 2,587 $1.26M 0.16% +24 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 9,881 shares; 2025Q1: 10,019 shares; 2025Q2: 11,866 shares; 2025Q3: 6,611 shares; 2025Q4: 7,045 shares 7,045 $1.25M 0.16% +434 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,824 shares; 2025Q1: 2,935 shares; 2025Q2: 3,611 shares; 2025Q3: 3,867 shares; 2025Q4: 3,840 shares 3,840 $1.25M 0.16% -27 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,046 shares; 2025Q1: 80,912 shares; 2025Q2: 84,672 shares; 2025Q3: 75,039 shares; 2025Q4: 66,842 shares 66,842 $1.25M 0.16% -8,197 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,151 shares; 2024Q4: 18,792 shares; 2025Q1: 19,990 shares; 2025Q2: 20,232 shares; 2025Q3: 21,963 shares; 2025Q4: 22,089 shares 22,089 $1.24M 0.16% +126 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,150 shares; 2024Q4: 89,696 shares; 2025Q1: 26,166 shares; 2025Q2: 23,199 shares; 2025Q3: 22,815 shares; 2025Q4: 21,973 shares 21,973 $1.22M 0.16% -842 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,615 shares; 2025Q1: 3,697 shares; 2025Q2: 3,703 shares; 2025Q3: 3,714 shares; 2025Q4: 3,717 shares 3,717 $1.22M 0.15% +3 Timeline BSCS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,564 shares; 2025Q3: 36,735 shares; 2025Q4: 58,437 shares 58,437 $1.2M 0.15% +21,702 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,344 shares; 2025Q1: 3,501 shares; 2025Q2: 3,712 shares; 2025Q3: 3,835 shares; 2025Q4: 3,726 shares 3,726 $1.2M 0.15% -109 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 3,715 shares; 2025Q3: 4,564 shares; 2025Q4: 4,289 shares 4,289 $1.19M 0.15% -275 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,881 shares; 2025Q2: 3,627 shares; 2025Q3: 5,571 shares; 2025Q4: 5,902 shares 5,902 $1.19M 0.15% +331 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,397 shares; 2025Q4: 5,386 shares 5,386 $1.18M 0.15% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 1,005 shares; 2025Q1: 1,011 shares; 2025Q2: 1,000 shares; 2025Q3: 1,451 shares; 2025Q4: 1,523 shares 1,523 $1.16M 0.15% +72 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,740 shares; 2025Q1: 1,780 shares; 2025Q2: 1,989 shares; 2025Q3: 2,080 shares; 2025Q4: 2,137 shares 2,137 $1.16M 0.15% +57 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,954 shares; 2025Q2: 44,473 shares; 2025Q3: 45,231 shares; 2025Q4: 56,082 shares 56,082 $1.16M 0.15% +10,851 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,376 shares; 2024Q4: 35,736 shares; 2025Q1: 37,809 shares; 2025Q2: 42,533 shares; 2025Q3: 41,311 shares; 2025Q4: 44,748 shares 44,748 $1.14M 0.14% +3,437 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,519 shares; 2025Q2: 21,974 shares; 2025Q3: 20,891 shares; 2025Q4: 24,555 shares 24,555 $1.14M 0.14% +3,664 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 5,082 shares; 2025Q1: 5,669 shares; 2025Q2: 6,133 shares; 2025Q3: 6,854 shares; 2025Q4: 8,731 shares 8,731 $1.13M 0.14% +1,877 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,621 shares; 2025Q3: 7,872 shares; 2025Q4: 8,005 shares 8,005 $1.12M 0.14% +133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,317 shares; 2025Q1: 8,437 shares; 2025Q2: 9,388 shares; 2025Q3: 10,669 shares; 2025Q4: 11,467 shares 11,467 $1.1M 0.14% +798 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,738 shares; 2025Q1: 7,802 shares; 2025Q2: 8,063 shares; 2025Q3: 8,912 shares; 2025Q4: 9,315 shares 9,315 $1.1M 0.14% +403 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,382 shares; 2024Q4: 25,373 shares; 2025Q1: 29,244 shares; 2025Q2: 25,480 shares; 2025Q3: 25,271 shares; 2025Q4: 25,195 shares 25,195 $1.1M 0.14% -76 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 4,806 shares; 2025Q1: 6,430 shares; 2025Q2: 6,609 shares; 2025Q3: 7,274 shares; 2025Q4: 9,144 shares 9,144 $1.09M 0.14% +1,870 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,717 shares; 2024Q4: 5,182 shares; 2025Q1: 7,379 shares; 2025Q2: 9,255 shares; 2025Q3: 9,831 shares; 2025Q4: 9,897 shares 9,897 $1.09M 0.14% +66 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,959 shares; 2025Q2: 37,179 shares; 2025Q3: 35,088 shares; 2025Q4: 29,711 shares 29,711 $1.08M 0.14% -5,377 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,833 shares; 2025Q1: 2,318 shares; 2025Q2: 3,402 shares; 2025Q3: 3,643 shares; 2025Q4: 3,845 shares 3,845 $1.08M 0.14% +202 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,439 shares; 2024Q4: 52,431 shares; 2025Q1: 36,676 shares; 2025Q2: 46,296 shares; 2025Q3: 46,423 shares; 2025Q4: 40,439 shares 40,439 $1.06M 0.13% -5,984 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,913 shares; 2025Q1: 2,683 shares; 2025Q2: 2,642 shares; 2025Q3: 3,024 shares; 2025Q4: 3,379 shares 3,379 $1.05M 0.13% +355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 18,808 shares; 2025Q1: 16,959 shares; 2025Q2: 17,544 shares; 2025Q3: 17,278 shares; 2025Q4: 20,554 shares 20,554 $1.04M 0.13% +3,276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,926 shares; 2024Q4: 11,284 shares; 2025Q1: 10,624 shares; 2025Q2: 11,156 shares; 2025Q3: 12,971 shares; 2025Q4: 12,801 shares 12,801 $1.04M 0.13% -170 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 4,361 shares; 2025Q1: 5,554 shares; 2025Q2: 6,378 shares; 2025Q3: 6,893 shares; 2025Q4: 7,602 shares 7,602 $1.04M 0.13% +709 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,574 shares; 2024Q4: 25,554 shares; 2025Q1: 25,699 shares; 2025Q2: 5,875 shares; 2025Q3: 5,847 shares; 2025Q4: 6,521 shares 6,521 $1.03M 0.13% +674 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 4,793 shares; 2025Q1: 6,585 shares; 2025Q2: 7,212 shares; 2025Q3: 7,305 shares; 2025Q4: 6,467 shares 6,467 $1.02M 0.13% -838 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 875 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 829 shares; 2025Q4: 1,496 shares 1,496 $997K 0.13% +667 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 6,489 shares; 2025Q1: 6,522 shares; 2025Q2: 7,042 shares; 2025Q3: 6,295 shares; 2025Q4: 6,259 shares 6,259 $986K 0.13% -36 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 21,620 shares; 2025Q1: 21,059 shares; 2025Q2: 20,552 shares; 2025Q3: 21,158 shares; 2025Q4: 21,486 shares 21,486 $980K 0.12% +328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 8,288 shares 8,288 $966K 0.12% +1,859 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 5,757 shares; 2025Q4: 8,369 shares 8,369 $962K 0.12% +2,612 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 4,400 shares; 2025Q1: 4,187 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares 4,387 $955K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,456 shares; 2025Q1: 4,714 shares; 2025Q2: 6,305 shares; 2025Q3: 7,596 shares; 2025Q4: 7,853 shares 7,853 $951K 0.12% +257 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 5,359 shares; 2025Q1: 5,973 shares; 2025Q2: 6,555 shares; 2025Q3: 7,461 shares; 2025Q4: 7,493 shares 7,493 $944K 0.12% +32 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 16,159 shares; 2025Q1: 17,074 shares; 2025Q2: 16,927 shares; 2025Q3: 18,246 shares; 2025Q4: 11,328 shares 11,328 $939K 0.12% -6,918 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,369 shares; 2025Q2: 66,618 shares; 2025Q3: 66,696 shares; 2025Q4: 59,220 shares 59,220 $922K 0.12% -7,476 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 6,038 shares; 2025Q4: 8,581 shares 8,581 $922K 0.12% +2,543 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,776 shares; 2025Q3: 4,997 shares; 2025Q4: 6,994 shares 6,994 $917K 0.12% +1,997 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,980 shares; 2025Q1: 49,990 shares; 2025Q2: 55,590 shares; 2025Q3: 67,415 shares; 2025Q4: 66,415 shares 66,415 $909K 0.12% -1,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,420 shares; 2025Q2: 37,707 shares; 2025Q3: 37,356 shares; 2025Q4: 37,312 shares 37,312 $909K 0.12% -44 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,595 shares; 2025Q2: 151,686 shares; 2025Q3: 166,492 shares; 2025Q4: 148,234 shares 148,234 $909K 0.12% -18,258 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,491 shares; 2025Q1: 6,382 shares; 2025Q2: 6,643 shares; 2025Q3: 6,932 shares; 2025Q4: 7,492 shares 7,492 $892K 0.11% +560 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,945 shares; 2024Q4: 31,235 shares; 2025Q1: 28,809 shares; 2025Q2: 38,675 shares; 2025Q3: 34,226 shares; 2025Q4: 24,861 shares 24,861 $889K 0.11% -9,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,829 shares; 2025Q1: 2,843 shares; 2025Q2: 3,147 shares; 2025Q3: 3,470 shares; 2025Q4: 3,305 shares 3,305 $883K 0.11% -165 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,460 shares; 2025Q2: 11,465 shares; 2025Q3: 11,549 shares; 2025Q4: 24,910 shares 24,910 $878K 0.11% +13,361 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,568 shares; 2024Q4: 22,817 shares; 2025Q1: 24,966 shares; 2025Q2: 100,000 shares; 2025Q3: 23,918 shares; 2025Q4: 24,851 shares 24,851 $875K 0.11% +933 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 9,932 shares; 2025Q1: 11,771 shares; 2025Q2: 12,572 shares; 2025Q3: 14,947 shares; 2025Q4: 15,663 shares 15,663 $865K 0.11% +716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,098 shares; 2025Q1: 1,232 shares; 2025Q2: 1,231 shares; 2025Q3: 4,243 shares; 2025Q4: 3,840 shares 3,840 $863K 0.11% -403 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,831 shares; 2025Q4: 30,434 shares 30,434 $861K 0.11% +10,603 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,318 shares; 2024Q4: 22,721 shares; 2025Q1: 12,279 shares; 2025Q2: 11,476 shares; 2025Q3: 19,828 shares; 2025Q4: 18,415 shares 18,415 $859K 0.11% -1,413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,175 shares; 2025Q1: 4,335 shares; 2025Q2: 4,430 shares; 2025Q3: 2,545 shares; 2025Q4: 2,556 shares 2,556 $858K 0.11% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,209 shares; 2024Q4: 18,050 shares; 2025Q1: 16,073 shares; 2025Q2: 15,716 shares; 2025Q3: 15,129 shares; 2025Q4: 13,143 shares 13,143 $848K 0.11% -1,986 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 8,463 shares; 2025Q1: 8,492 shares; 2025Q2: 8,498 shares; 2025Q3: 8,575 shares; 2025Q4: 8,875 shares 8,875 $840K 0.11% +300 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 19,188 shares; 2025Q1: 19,155 shares; 2025Q2: 19,931 shares; 2025Q3: 10,359 shares; 2025Q4: 10,268 shares 10,268 $813K 0.1% -91 Timeline RPG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,460 shares; 2024Q4: 16,460 shares; 2025Q1: 16,460 shares; 2025Q2: 16,440 shares; 2025Q3: 17,064 shares; 2025Q4: 16,790 shares 16,790 $813K 0.1% -274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,538 shares; 2024Q4: 22,281 shares; 2025Q1: 25,567 shares; 2025Q2: 26,493 shares; 2025Q3: 28,378 shares; 2025Q4: 29,921 shares 29,921 $812K 0.1% +1,543 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,381 shares 15,381 $809K 0.1% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,003 shares; 2025Q2: 11,442 shares; 2025Q3: 11,183 shares; 2025Q4: 11,149 shares 11,149 $808K 0.1% -34 Timeline BSMQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,724 shares; 2025Q3: 28,626 shares; 2025Q4: 33,535 shares 33,535 $794K 0.1% +4,909 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,832 shares 29,832 $790K 0.1% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,055 shares; 2025Q1: 4,325 shares; 2025Q2: 4,662 shares; 2025Q3: 5,061 shares; 2025Q4: 4,152 shares 4,152 $789K 0.1% -909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,560 shares; 2025Q3: 6,083 shares; 2025Q4: 5,618 shares 5,618 $789K 0.1% -465 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,330 shares; 2025Q2: 21,571 shares; 2025Q3: 31,875 shares; 2025Q4: 30,829 shares 30,829 $787K 0.1% -1,046 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,692 shares; 2025Q1: 9,160 shares; 2025Q2: 9,074 shares; 2025Q3: 9,182 shares; 2025Q4: 5,481 shares 5,481 $782K 0.1% -3,701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,114 shares; 2025Q1: not reported; 2025Q2: 2,336 shares; 2025Q3: 2,214 shares; 2025Q4: 2,217 shares 2,217 $765K 0.1% +3 Timeline BSMR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,857 shares; 2025Q3: 30,123 shares; 2025Q4: 32,062 shares 32,062 $761K 0.1% +1,939 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 9,627 shares; 2025Q1: 9,910 shares; 2025Q2: 9,028 shares; 2025Q3: 9,358 shares; 2025Q4: 11,226 shares 11,226 $761K 0.1% +1,868 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,397 shares 4,397 $755K 0.1% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $748K 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: 3,295 shares; 2025Q3: 4,081 shares; 2025Q4: 4,001 shares 4,001 $744K 0.09% -80 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 4,247 shares; 2025Q1: 4,076 shares; 2025Q2: 6,201 shares; 2025Q3: 6,386 shares; 2025Q4: 6,425 shares 6,425 $744K 0.09% +39 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 10,847 shares; 2025Q1: 12,788 shares; 2025Q2: 13,334 shares; 2025Q3: 13,885 shares; 2025Q4: 14,942 shares 14,942 $736K 0.09% +1,057 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 2,543 shares; 2025Q1: 2,797 shares; 2025Q2: 3,141 shares; 2025Q3: 3,651 shares; 2025Q4: 3,857 shares 3,857 $729K 0.09% +206 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,241 shares; 2025Q1: 2,453 shares; 2025Q2: 2,526 shares; 2025Q3: 2,642 shares; 2025Q4: 2,751 shares 2,751 $728K 0.09% +109 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 14,133 shares; 2025Q1: 13,687 shares; 2025Q2: 13,980 shares; 2025Q3: 3,287 shares; 2025Q4: 3,630 shares 3,630 $728K 0.09% +343 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,108 shares; 2025Q3: 1,176 shares; 2025Q4: 1,314 shares 1,314 $725K 0.09% +138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,725 shares; 2025Q1: 1,692 shares; 2025Q2: 1,750 shares; 2025Q3: 1,716 shares; 2025Q4: 2,406 shares 2,406 $724K 0.09% +690 Timeline BSMS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,741 shares; 2025Q4: 30,660 shares 30,660 $723K 0.09% +20,919 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,144 shares; 2025Q1: 1,553 shares; 2025Q2: 1,727 shares; 2025Q3: 1,981 shares; 2025Q4: 2,202 shares 2,202 $721K 0.09% +221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,281 shares; 2025Q1: 3,271 shares; 2025Q2: 3,927 shares; 2025Q3: 3,660 shares; 2025Q4: 3,457 shares 3,457 $716K 0.09% -203 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 19,313 shares; 2025Q1: 17,194 shares; 2025Q2: 34,165 shares; 2025Q3: 30,639 shares; 2025Q4: 26,075 shares 26,075 $715K 0.09% -4,564 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 8,489 shares; 2025Q1: 6,317 shares; 2025Q2: 5,373 shares; 2025Q3: 14,996 shares; 2025Q4: 14,505 shares 14,505 $704K 0.09% -491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 8,120 shares; 2025Q1: 5,069 shares; 2025Q2: 4,411 shares; 2025Q3: 12,243 shares; 2025Q4: 11,405 shares 11,405 $702K 0.09% -838 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,223 shares; 2024Q4: not reported; 2025Q1: 14,223 shares; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares 6,005 $700K 0.09% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,828 shares; 2024Q4: 21,521 shares; 2025Q1: 21,519 shares; 2025Q2: 21,214 shares; 2025Q3: 20,014 shares; 2025Q4: 20,014 shares 20,014 $699K 0.09% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,832 shares; 2025Q1: 5,358 shares; 2025Q2: 5,896 shares; 2025Q3: 9,079 shares; 2025Q4: 8,103 shares 8,103 $693K 0.09% -976 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 4,751 shares 4,751 $691K 0.09% -48 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,296 shares; 2025Q2: 17,952 shares; 2025Q3: 17,427 shares; 2025Q4: 16,262 shares 16,262 $680K 0.09% -1,165 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,421 shares; 2025Q1: 5,138 shares; 2025Q2: 5,693 shares; 2025Q3: 6,974 shares; 2025Q4: 6,925 shares 6,925 $676K 0.09% -49 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,548 shares; 2025Q4: 14,716 shares 14,716 $670K 0.08% +8,168 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,702 shares; 2025Q1: 1,614 shares; 2025Q2: 1,668 shares; 2025Q3: 3,046 shares; 2025Q4: 2,984 shares 2,984 $663K 0.08% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,158 shares; 2025Q1: 1,276 shares; 2025Q2: 1,851 shares; 2025Q3: 2,114 shares; 2025Q4: 2,039 shares 2,039 $661K 0.08% -75 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,653 shares; 2025Q1: 1,675 shares; 2025Q2: 1,673 shares; 2025Q3: 1,672 shares; 2025Q4: 1,996 shares 1,996 $656K 0.08% +324 Timeline FTCE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,242 shares; 2025Q4: 25,645 shares 25,645 $654K 0.08% +13,403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,988 shares; 2025Q1: 3,243 shares; 2025Q2: 3,407 shares; 2025Q3: 6,395 shares; 2025Q4: 6,029 shares 6,029 $652K 0.08% -366 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 13,479 shares; 2025Q1: 13,577 shares; 2025Q2: 13,852 shares; 2025Q3: 13,329 shares; 2025Q4: 11,373 shares 11,373 $650K 0.08% -1,956 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 668 shares; 2025Q1: 846 shares; 2025Q2: 937 shares; 2025Q3: 1,173 shares; 2025Q4: 1,218 shares 1,218 $648K 0.08% +45 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,460 shares; 2024Q4: 11,298 shares; 2025Q1: 5,782 shares; 2025Q2: 6,578 shares; 2025Q3: 7,160 shares; 2025Q4: 7,983 shares 7,983 $647K 0.08% +823 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,916 shares; 2025Q2: 69,728 shares; 2025Q3: 69,226 shares; 2025Q4: 61,376 shares 61,376 $637K 0.08% -7,850 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,721 shares; 2024Q4: 7,553 shares; 2025Q1: 7,018 shares; 2025Q2: 5,797 shares; 2025Q3: 5,229 shares; 2025Q4: 3,748 shares 3,748 $634K 0.08% -1,481 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,265 shares; 2025Q2: 25,706 shares; 2025Q3: 24,239 shares; 2025Q4: 20,395 shares 20,395 $630K 0.08% -3,844 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,164 shares; 2025Q1: 1,041 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,321 shares 1,321 $629K 0.08% -45 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,914 shares; 2025Q4: 6,259 shares 6,259 $629K 0.08% -655 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,190 shares; 2025Q2: 1,406 shares; 2025Q3: 1,525 shares; 2025Q4: 1,833 shares 1,833 $628K 0.08% +308 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,993 shares; 2025Q4: 25,072 shares 25,072 $627K 0.08% +16,079 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 8,249 shares; 2025Q1: 5,714 shares; 2025Q2: 5,043 shares; 2025Q3: 5,114 shares; 2025Q4: 5,012 shares 5,012 $625K 0.08% -102 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,313 shares; 2025Q3: 4,313 shares; 2025Q4: 4,313 shares 4,313 $624K 0.08% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,747 shares; 2025Q2: 1,935 shares; 2025Q3: 2,023 shares; 2025Q4: 2,170 shares 2,170 $623K 0.08% +147 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,363 shares; 2024Q4: 66,253 shares; 2025Q1: 61,906 shares; 2025Q2: 67,798 shares; 2025Q3: 51,713 shares; 2025Q4: 33,054 shares 33,054 $621K 0.08% -18,659 Timeline RWL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5,245 shares; 2025Q1: 5,245 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,245 shares 5,245 $619K 0.08% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 5,351 shares; 2025Q1: 5,072 shares; 2025Q2: 5,028 shares; 2025Q3: 3,887 shares; 2025Q4: 5,677 shares 5,677 $607K 0.08% +1,790 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,366 shares; 2024Q4: 30,464 shares; 2025Q1: 27,624 shares; 2025Q2: 32,789 shares; 2025Q3: 16,054 shares; 2025Q4: 10,668 shares 10,668 $603K 0.08% -5,386 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 5,759 shares; 2025Q4: 7,107 shares 7,107 $603K 0.08% +1,348 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 3,491 shares; 2025Q4: 2,521 shares 2,521 $602K 0.08% -970 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 8,928 shares; 2025Q1: 13,351 shares; 2025Q2: 12,482 shares; 2025Q3: 11,894 shares; 2025Q4: 11,894 shares 11,894 $602K 0.08% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,605 shares; 2024Q4: 15,470 shares; 2025Q1: 15,244 shares; 2025Q2: 2,672 shares; 2025Q3: 2,825 shares; 2025Q4: 3,107 shares 3,107 $600K 0.08% +282 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,055 shares; 2024Q4: 23,908 shares; 2025Q1: 23,908 shares; 2025Q2: 23,908 shares; 2025Q3: 23,941 shares; 2025Q4: 23,893 shares 23,893 $599K 0.08% -48 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 4,340 shares; 2025Q1: 4,676 shares; 2025Q2: 5,549 shares; 2025Q3: 2,176 shares; 2025Q4: 2,290 shares 2,290 $595K 0.08% +114 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,187 shares; 2025Q1: 1,306 shares; 2025Q2: 1,394 shares; 2025Q3: 1,477 shares; 2025Q4: 1,613 shares 1,613 $593K 0.08% +136 Timeline BSCU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,708 shares; 2025Q3: 14,740 shares; 2025Q4: 34,818 shares 34,818 $589K 0.07% +20,078 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 917 shares; 2025Q1: 1,429 shares; 2025Q2: 1,044 shares; 2025Q3: 1,179 shares; 2025Q4: 1,262 shares 1,262 $586K 0.07% +83 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 16,368 shares; 2025Q1: 11,480 shares; 2025Q2: 10,945 shares; 2025Q3: 10,945 shares; 2025Q4: 9,694 shares 9,694 $584K 0.07% -1,251 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 9,102 shares; 2025Q1: 9,418 shares; 2025Q2: 9,789 shares; 2025Q3: 7,723 shares; 2025Q4: 7,269 shares 7,269 $580K 0.07% -454 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,689 shares; 2025Q2: 1,502 shares; 2025Q3: 2,617 shares; 2025Q4: 2,590 shares 2,590 $567K 0.07% -27 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,277 shares; 2025Q1: 3,408 shares; 2025Q2: 3,371 shares; 2025Q3: 3,438 shares; 2025Q4: 3,443 shares 3,443 $566K 0.07% +5 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 79,822 shares; 2025Q1: 5,830 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,630 shares 5,630 $566K 0.07% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,856 shares; 2025Q1: 11,571 shares; 2025Q2: 11,041 shares; 2025Q3: 11,154 shares; 2025Q4: 11,258 shares 11,258 $562K 0.07% +104 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 5,776 shares; 2025Q1: 5,774 shares; 2025Q2: 7,085 shares; 2025Q3: 7,744 shares; 2025Q4: 7,557 shares 7,557 $561K 0.07% -187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,439 shares; 2025Q1: 3,463 shares; 2025Q2: 5,538 shares; 2025Q3: 5,556 shares; 2025Q4: 5,591 shares 5,591 $560K 0.07% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 6,134 shares; 2025Q1: 5,415 shares; 2025Q2: 7,155 shares; 2025Q3: 5,698 shares; 2025Q4: 5,202 shares 5,202 $559K 0.07% -496 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 946 shares; 2025Q1: 2,172 shares; 2025Q2: 2,330 shares; 2025Q3: 898 shares; 2025Q4: 1,035 shares 1,035 $559K 0.07% +137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 1,737 shares; 2025Q4: 1,827 shares 1,827 $555K 0.07% +90 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 5,193 shares; 2025Q1: 5,954 shares; 2025Q2: 6,164 shares; 2025Q3: 6,645 shares; 2025Q4: 7,028 shares 7,028 $553K 0.07% +383 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,338 shares; 2025Q1: 2,352 shares; 2025Q2: 2,531 shares; 2025Q3: 2,391 shares; 2025Q4: 2,284 shares 2,284 $550K 0.07% -107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,234 shares; 2025Q3: 28,851 shares; 2025Q4: 29,016 shares 29,016 $547K 0.07% +165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,434 shares; 2025Q1: 4,359 shares; 2025Q2: 4,463 shares; 2025Q3: 4,413 shares; 2025Q4: 4,673 shares 4,673 $546K 0.07% +260 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,512 shares; 2025Q1: 367 shares; 2025Q2: 5,560 shares; 2025Q3: 5,706 shares; 2025Q4: 5,815 shares 5,815 $545K 0.07% +109 Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,338 shares; 2025Q2: 13,956 shares; 2025Q3: 13,420 shares; 2025Q4: 13,121 shares 13,121 $543K 0.07% -299 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 29,888 shares; 2025Q1: 34,530 shares; 2025Q2: 37,035 shares; 2025Q3: 45,282 shares; 2025Q4: 51,180 shares 51,180 $542K 0.07% +5,898 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 708 shares; 2025Q1: 683 shares; 2025Q2: 789 shares; 2025Q3: 843 shares; 2025Q4: 876 shares 876 $540K 0.07% +33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,968 shares; 2024Q4: 15,060 shares; 2025Q1: 15,231 shares; 2025Q2: 19,255 shares; 2025Q3: 16,465 shares; 2025Q4: 16,378 shares 16,378 $538K 0.07% -87 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,562 shares; 2025Q3: 21,562 shares; 2025Q4: 21,562 shares 21,562 $538K 0.07% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,131 shares; 2025Q1: 1,133 shares; 2025Q2: 1,131 shares; 2025Q3: 1,121 shares; 2025Q4: 1,127 shares 1,127 $530K 0.07% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 6,994 shares; 2025Q1: 7,682 shares; 2025Q2: 8,266 shares; 2025Q3: 9,208 shares; 2025Q4: 10,372 shares 10,372 $525K 0.07% +1,164 Timeline TBLL 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,679 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,850 shares; 2025Q4: 4,910 shares 4,910 $519K 0.07% -940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,724 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,913 shares; 2025Q4: 2,002 shares 2,002 $510K 0.06% +89 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,977 shares; 2025Q1: 653 shares; 2025Q2: 1,285 shares; 2025Q3: 689 shares; 2025Q4: 785 shares 785 $508K 0.06% +96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 2,871 shares; 2025Q1: 2,937 shares; 2025Q2: 3,229 shares; 2025Q3: 3,381 shares; 2025Q4: 3,516 shares 3,516 $507K 0.06% +135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,417 shares; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,414 shares; 2025Q4: 1,555 shares 1,555 $503K 0.06% +141 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 12,883 shares; 2025Q1: 12,810 shares; 2025Q2: 12,778 shares; 2025Q3: 12,478 shares; 2025Q4: 2,472 shares 2,472 $501K 0.06% -10,006 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,489 shares; 2024Q4: 14,256 shares; 2025Q1: 13,581 shares; 2025Q2: 13,521 shares; 2025Q3: 2,489 shares; 2025Q4: 2,244 shares 2,244 $496K 0.06% -245 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,536 shares; 2024Q4: 29,596 shares; 2025Q1: 31,918 shares; 2025Q2: 32,568 shares; 2025Q3: 33,522 shares; 2025Q4: 36,304 shares 36,304 $492K 0.06% +2,782 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 703 shares; 2025Q1: 700 shares; 2025Q2: 727 shares; 2025Q3: 773 shares; 2025Q4: 824 shares 824 $489K 0.06% +51 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,005 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,401 shares; 2025Q4: 10,336 shares 10,336 $489K 0.06% -2,065 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,654 shares; 2025Q1: 3,159 shares; 2025Q2: 3,281 shares; 2025Q3: 3,430 shares; 2025Q4: 3,757 shares 3,757 $486K 0.06% +327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 3,653 shares; 2025Q4: 4,205 shares 4,205 $485K 0.06% +552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 8,665 shares; 2025Q3: 10,245 shares; 2025Q4: 10,245 shares 10,245 $485K 0.06% 0 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,029 shares; 2025Q2: 20,801 shares; 2025Q3: 19,605 shares; 2025Q4: 13,897 shares 13,897 $483K 0.06% -5,708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,293 shares; 2024Q4: 135,693 shares; 2025Q1: 9,453 shares; 2025Q2: 8,744 shares; 2025Q3: 9,121 shares; 2025Q4: 8,658 shares 8,658 $483K 0.06% -463 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 13,395 shares; 2025Q1: 11,896 shares; 2025Q2: 10,850 shares; 2025Q3: 9,116 shares; 2025Q4: 5,937 shares 5,937 $482K 0.06% -3,179 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,084 shares; 2025Q3: 12,147 shares; 2025Q4: 12,120 shares 12,120 $473K 0.06% -27 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 5,455 shares; 2025Q1: 6,122 shares; 2025Q2: 6,167 shares; 2025Q3: 7,168 shares; 2025Q4: 7,792 shares 7,792 $472K 0.06% +624 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,507 shares; 2024Q4: 22,583 shares; 2025Q1: 23,128 shares; 2025Q2: 21,689 shares; 2025Q3: 32,780 shares; 2025Q4: 46,787 shares 46,787 $466K 0.06% +14,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 2,763 shares; 2025Q1: 2,706 shares; 2025Q2: 2,836 shares; 2025Q3: 2,724 shares; 2025Q4: 2,621 shares 2,621 $462K 0.06% -103 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,643 shares; 2025Q1: 12,636 shares; 2025Q2: 14,978 shares; 2025Q3: 15,119 shares; 2025Q4: 15,070 shares 15,070 $461K 0.06% -49 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,639 shares; 2025Q4: 19,803 shares 19,803 $457K 0.06% +1,164 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,956 shares; 2025Q3: 10,315 shares; 2025Q4: 7,586 shares 7,586 $456K 0.06% -2,729 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,878 shares; 2025Q4: 1,942 shares 1,942 $455K 0.06% +64 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 16,991 shares 16,991 $455K 0.06% -9 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,877 shares; 2025Q4: 10,215 shares 10,215 $455K 0.06% +5,338 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,278 shares; 2025Q1: 14,839 shares; 2025Q2: 15,025 shares; 2025Q3: 14,905 shares; 2025Q4: 16,021 shares 16,021 $454K 0.06% +1,116 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 4,392 shares 4,392 $453K 0.06% +1,692 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $448K 0.06% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 66,070 shares; 2025Q1: 56,255 shares; 2025Q2: 56,719 shares; 2025Q3: 56,719 shares; 2025Q4: 32,859 shares 32,859 $445K 0.06% -23,860 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,778 shares; 2025Q1: 1,607 shares; 2025Q2: 1,747 shares; 2025Q3: 1,712 shares; 2025Q4: 1,854 shares 1,854 $442K 0.06% +142 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,978 shares; 2025Q3: 6,817 shares; 2025Q4: 7,019 shares 7,019 $439K 0.06% +202 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,632 shares; 2025Q1: 3,285 shares; 2025Q2: 3,507 shares; 2025Q3: 3,031 shares; 2025Q4: 3,320 shares 3,320 $438K 0.06% +289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,234 shares; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,383 shares; 2025Q4: 2,660 shares 2,660 $435K 0.06% +277 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,649 shares; 2025Q4: 1,548 shares 1,548 $432K 0.05% -101 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 45,577 shares; 2025Q1: 46,322 shares; 2025Q2: 64,483 shares; 2025Q3: 58,410 shares; 2025Q4: 39,566 shares 39,566 $432K 0.05% -18,844 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares; 2025Q4: 5,395 shares 5,395 $431K 0.05% +727 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,208 shares; 2025Q3: 18,318 shares; 2025Q4: 18,617 shares 18,617 $431K 0.05% +299 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,079 shares; 2025Q4: 8,277 shares 8,277 $430K 0.05% +1,198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,492 shares; 2025Q1: 4,617 shares; 2025Q2: 7,042 shares; 2025Q3: 7,139 shares; 2025Q4: 6,920 shares 6,920 $429K 0.05% -219 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,931 shares; 2025Q1: 2,908 shares; 2025Q2: 2,886 shares; 2025Q3: 2,697 shares; 2025Q4: 2,583 shares 2,583 $423K 0.05% -114 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,007 shares; 2025Q1: 2,319 shares; 2025Q2: 2,257 shares; 2025Q3: 2,113 shares; 2025Q4: 2,092 shares 2,092 $422K 0.05% -21 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 1,686 shares 1,686 $420K 0.05% +165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,549 shares; 2025Q1: 1,542 shares; 2025Q2: 1,220 shares; 2025Q3: 1,423 shares; 2025Q4: 1,429 shares 1,429 $419K 0.05% +6 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,837 shares 22,837 $413K 0.05% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,704 shares 5,704 $412K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 2,842 shares; 2025Q4: 2,885 shares 2,885 $410K 0.05% +43 Timeline FCTE ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,505 shares; 2025Q2: 24,990 shares; 2025Q3: 22,688 shares; 2025Q4: 15,742 shares 15,742 $408K 0.05% -6,946 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 1,877 shares; 2025Q3: 2,853 shares; 2025Q4: 3,184 shares 3,184 $407K 0.05% +331 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,364 shares; 2025Q4: 4,744 shares 4,744 $404K 0.05% +380 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,901 shares; 2025Q1: 5,871 shares; 2025Q2: 5,854 shares; 2025Q3: 5,843 shares; 2025Q4: 5,767 shares 5,767 $404K 0.05% -76 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 5,545 shares; 2025Q1: 5,527 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 782 shares 782 $397K 0.05% +36 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,429 shares; 2025Q1: 2,826 shares; 2025Q2: 2,801 shares; 2025Q3: 2,863 shares; 2025Q4: 4,695 shares 4,695 $393K 0.05% +1,832 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares 961 $392K 0.05% new Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,622 shares; 2024Q4: 9,832 shares; 2025Q1: 8,813 shares; 2025Q2: 12,172 shares; 2025Q3: 10,623 shares; 2025Q4: 10,061 shares 10,061 $392K 0.05% -562 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 994 shares; 2025Q1: 1,150 shares; 2025Q2: 1,185 shares; 2025Q3: 1,277 shares; 2025Q4: 1,462 shares 1,462 $389K 0.05% +185 Timeline AVSE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,767 shares 5,767 $388K 0.05% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,086 shares; 2025Q4: 982 shares 982 $388K 0.05% -104 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,187 shares; 2025Q2: 15,122 shares; 2025Q3: 15,286 shares; 2025Q4: 14,654 shares 14,654 $385K 0.05% -632 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,101 shares; 2024Q4: 11,227 shares; 2025Q1: 11,129 shares; 2025Q2: 11,121 shares; 2025Q3: 10,951 shares; 2025Q4: 11,187 shares 11,187 $384K 0.05% +236 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,551 shares; 2025Q4: 1,761 shares 1,761 $382K 0.05% +210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 588 shares; 2025Q4: 612 shares 612 $381K 0.05% +24 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 11,612 shares; 2025Q1: 7,364 shares; 2025Q2: 7,364 shares; 2025Q3: 9,441 shares; 2025Q4: 9,471 shares 9,471 $380K 0.05% +30 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 11,023 shares; 2025Q1: 10,674 shares; 2025Q2: 9,673 shares; 2025Q3: 8,295 shares; 2025Q4: 10,238 shares 10,238 $380K 0.05% +1,943 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,349 shares; 2025Q2: 14,197 shares; 2025Q3: 14,225 shares; 2025Q4: 12,821 shares 12,821 $374K 0.05% -1,404 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,552 shares; 2025Q2: 6,633 shares; 2025Q3: 7,351 shares; 2025Q4: 7,291 shares 7,291 $373K 0.05% -60 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 642 shares; 2025Q4: 832 shares 832 $372K 0.05% +190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,615 shares; 2025Q2: 4,679 shares; 2025Q3: 4,710 shares; 2025Q4: 7,286 shares 7,286 $369K 0.05% +2,576 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,418 shares; 2025Q1: 1,272 shares; 2025Q2: 1,269 shares; 2025Q3: 1,285 shares; 2025Q4: 1,360 shares 1,360 $366K 0.05% +75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,894 shares; 2025Q1: 2,484 shares; 2025Q2: 2,303 shares; 2025Q3: 1,856 shares; 2025Q4: 1,961 shares 1,961 $363K 0.05% +105 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,806 shares; 2025Q1: 1,633 shares; 2025Q2: 1,972 shares; 2025Q3: 1,808 shares; 2025Q4: 1,910 shares 1,910 $361K 0.05% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 6,140 shares; 2025Q1: 6,323 shares; 2025Q2: 6,828 shares; 2025Q3: 6,316 shares; 2025Q4: 6,347 shares 6,347 $355K 0.04% +31 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,117 shares 8,117 $351K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,346 shares; 2024Q4: 27,205 shares; 2025Q1: 29,588 shares; 2025Q2: 16,338 shares; 2025Q3: 22,510 shares; 2025Q4: 24,661 shares 24,661 $350K 0.04% +2,151 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 5,238 shares; 2025Q1: 5,376 shares; 2025Q2: 5,189 shares; 2025Q3: 5,510 shares; 2025Q4: 6,304 shares 6,304 $346K 0.04% +794 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 6,351 shares; 2025Q1: 5,491 shares; 2025Q2: 7,100 shares; 2025Q3: 6,176 shares; 2025Q4: 5,929 shares 5,929 $344K 0.04% -247 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,027 shares; 2025Q2: 1,101 shares; 2025Q3: 1,244 shares; 2025Q4: 1,361 shares 1,361 $343K 0.04% +117 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,118 shares; 2024Q4: 16,596 shares; 2025Q1: 16,596 shares; 2025Q2: 16,616 shares; 2025Q3: 16,611 shares; 2025Q4: 16,596 shares 16,596 $337K 0.04% -15 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,002 shares 9,002 $335K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,647 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,147 shares; 2025Q4: 1,182 shares 1,182 $333K 0.04% +35 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,784 shares 10,784 $332K 0.04% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,997 shares; 2024Q4: 15,493 shares; 2025Q1: 15,522 shares; 2025Q2: 11,512 shares; 2025Q3: 11,474 shares; 2025Q4: 15,665 shares 15,665 $332K 0.04% +4,191 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,645 shares 10,645 $330K 0.04% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,805 shares; 2024Q4: 6,765 shares; 2025Q1: not reported; 2025Q2: 6,725 shares; 2025Q3: 6,680 shares; 2025Q4: 9,130 shares 9,130 $330K 0.04% +2,450 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,209 shares; 2025Q3: 7,530 shares; 2025Q4: 7,115 shares 7,115 $325K 0.04% -415 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,698 shares; 2025Q1: 1,746 shares; 2025Q2: 1,750 shares; 2025Q3: 1,896 shares; 2025Q4: 1,747 shares 1,747 $325K 0.04% -149 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 10,354 shares; 2025Q1: 9,454 shares; 2025Q2: 12,584 shares; 2025Q3: 11,483 shares; 2025Q4: 8,758 shares 8,758 $325K 0.04% -2,725 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,573 shares; 2025Q1: 324 shares; 2025Q2: 441 shares; 2025Q3: 536 shares; 2025Q4: 2,291 shares 2,291 $325K 0.04% +1,755 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,109 shares; 2025Q4: 5,225 shares 5,225 $325K 0.04% -2,884 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,006 shares; 2025Q3: 6,671 shares; 2025Q4: 6,669 shares 6,669 $321K 0.04% -2 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,712 shares 14,712 $321K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 4,273 shares; 2025Q3: 4,930 shares; 2025Q4: 3,612 shares 3,612 $321K 0.04% -1,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares 252 $321K 0.04% new Timeline BANX ARROWMARK FINANCIAL CORP More: the full row for ARROWMARK FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,374 shares; 2025Q4: 14,516 shares 14,516 $320K 0.04% +142 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,306 shares; 2025Q1: 1,272 shares; 2025Q2: 1,308 shares; 2025Q3: 1,399 shares; 2025Q4: 1,288 shares 1,288 $319K 0.04% -111 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 4,360 shares 4,360 $319K 0.04% +2,180 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,084 shares; 2025Q1: 9,584 shares; 2025Q2: 9,434 shares; 2025Q3: 7,684 shares; 2025Q4: 7,624 shares 7,624 $319K 0.04% -60 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,276 shares; 2025Q1: 4,766 shares; 2025Q2: 4,786 shares; 2025Q3: 4,409 shares; 2025Q4: 4,788 shares 4,788 $318K 0.04% +379 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,508 shares; 2025Q2: 5,555 shares; 2025Q3: 5,958 shares; 2025Q4: 6,425 shares 6,425 $318K 0.04% +467 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 6,674 shares; 2025Q1: 6,471 shares; 2025Q2: 6,353 shares; 2025Q3: 6,417 shares; 2025Q4: 6,257 shares 6,257 $317K 0.04% -160 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 13,269 shares; 2025Q3: 12,816 shares; 2025Q4: 12,616 shares 12,616 $315K 0.04% -200 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,153 shares; 2025Q2: 6,397 shares; 2025Q3: 6,397 shares; 2025Q4: 6,397 shares 6,397 $315K 0.04% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 5,221 shares; 2025Q1: 5,010 shares; 2025Q2: 4,595 shares; 2025Q3: 4,086 shares; 2025Q4: 2,565 shares 2,565 $314K 0.04% -1,521 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,560 shares; 2025Q3: 4,744 shares; 2025Q4: 4,757 shares 4,757 $314K 0.04% +13 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 11,891 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 11,891 shares; 2025Q4: 11,891 shares 11,891 $312K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 8,044 shares; 2025Q1: 7,663 shares; 2025Q2: 7,425 shares; 2025Q3: 6,979 shares; 2025Q4: 5,634 shares 5,634 $312K 0.04% -1,345 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 780 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 961 shares; 2025Q4: 963 shares 963 $308K 0.04% +2 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,673 shares 1,673 $306K 0.04% +55 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,357 shares; 2025Q3: 11,140 shares; 2025Q4: 10,103 shares 10,103 $304K 0.04% -1,037 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,706 shares; 2025Q2: 24,766 shares; 2025Q3: 24,161 shares; 2025Q4: 24,161 shares 24,161 $303K 0.04% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,982 shares; 2025Q3: 7,185 shares; 2025Q4: 7,184 shares 7,184 $302K 0.04% -1 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,744 shares; 2025Q4: 3,580 shares 3,580 $301K 0.04% +836 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 2,579 shares; 2025Q1: not reported; 2025Q2: 2,172 shares; 2025Q3: 3,345 shares; 2025Q4: 3,174 shares 3,174 $300K 0.04% -171 Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,408 shares; 2025Q4: 10,506 shares 10,506 $300K 0.04% -3,902 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 1,490 shares 1,490 $299K 0.04% +51 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,965 shares; 2025Q4: 8,645 shares 8,645 $297K 0.04% -320 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,013 shares; 2025Q1: 3,875 shares; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 4,502 shares 4,502 $297K 0.04% +902 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,951 shares; 2024Q4: 20,016 shares; 2025Q1: 14,980 shares; 2025Q2: 14,980 shares; 2025Q3: 13,843 shares; 2025Q4: 12,567 shares 12,567 $293K 0.04% -1,276 Timeline GLNK GRAYSCALE CHAINLINK TR ETF More: the full row for GRAYSCALE CHAINLINK TR ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000 $291K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,405 shares; 2025Q1: 30,512 shares; 2025Q2: 2,901 shares; 2025Q3: 2,898 shares; 2025Q4: 2,970 shares 2,970 $290K 0.04% +72 Timeline AVES 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,774 shares 4,774 $287K 0.04% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,470 shares; 2025Q4: 5,307 shares 5,307 $286K 0.04% -163 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 641 shares; 2025Q1: 674 shares; 2025Q2: 707 shares; 2025Q3: 729 shares; 2025Q4: 768 shares 768 $286K 0.04% +39 Timeline AVGE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares 3,210 $285K 0.04% new Timeline BSMT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,966 shares; 2025Q4: 12,063 shares 12,063 $281K 0.04% +2,097 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 977 shares; 2025Q4: 1,091 shares 1,091 $278K 0.04% +114 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,058 shares; 2025Q3: 1,112 shares; 2025Q4: 1,246 shares 1,246 $278K 0.04% +134 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,743 shares; 2025Q4: 10,277 shares 10,277 $277K 0.04% +1,534 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,114 shares; 2025Q4: 5,385 shares 5,385 $271K 0.03% -9,729 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 2,477 shares; 2025Q1: 1,596 shares; 2025Q2: 1,467 shares; 2025Q3: 1,339 shares; 2025Q4: 1,320 shares 1,320 $269K 0.03% -19 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,764 shares; 2025Q1: 2,783 shares; 2025Q2: 2,965 shares; 2025Q3: 3,170 shares; 2025Q4: 2,529 shares 2,529 $267K 0.03% -641 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,359 shares; 2025Q4: 6,359 shares 6,359 $266K 0.03% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,326 shares 4,326 $264K 0.03% new Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,769 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,456 shares; 2025Q4: 5,269 shares 5,269 $262K 0.03% -187 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,829 shares; 2025Q3: 5,832 shares; 2025Q4: 5,915 shares 5,915 $261K 0.03% +83 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,059 shares; 2025Q4: 1,001 shares 1,001 $260K 0.03% -24,058 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,795 shares; 2024Q4: 15,457 shares; 2025Q1: not reported; 2025Q2: 3,882 shares; 2025Q3: 4,187 shares; 2025Q4: 4,248 shares 4,248 $260K 0.03% +61 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: 2,225 shares; 2025Q3: 2,158 shares; 2025Q4: 2,171 shares 2,171 $259K 0.03% +13 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,550 shares; 2025Q4: 5,063 shares 5,063 $259K 0.03% -9,487 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,288 shares; 2024Q4: 3,201 shares; 2025Q1: 3,440 shares; 2025Q2: 3,250 shares; 2025Q3: 3,253 shares; 2025Q4: 5,533 shares 5,533 $258K 0.03% +2,280 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,778 shares; 2025Q1: 3,646 shares; 2025Q2: 3,272 shares; 2025Q3: not reported; 2025Q4: 5,235 shares 5,235 $255K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 578 shares; 2025Q1: 573 shares; 2025Q2: 663 shares; 2025Q3: 782 shares; 2025Q4: 411 shares 411 $254K 0.03% -371 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 2,570 shares 2,570 $254K 0.03% -310 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,413 shares; 2025Q1: 2,452 shares; 2025Q2: 2,429 shares; 2025Q3: 2,481 shares; 2025Q4: 2,456 shares 2,456 $252K 0.03% -25 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,634 shares; 2024Q4: 5,284 shares; 2025Q1: 2,731 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,132 shares 3,132 $251K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 725 shares; 2025Q4: 717 shares 717 $251K 0.03% -8 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,894 shares; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: 2,113 shares; 2025Q3: 2,710 shares; 2025Q4: 2,568 shares 2,568 $251K 0.03% -142 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 3,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,178 shares; 2025Q4: 2,098 shares 2,098 $250K 0.03% -80 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,849 shares; 2024Q4: 8,286 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,282 shares; 2025Q4: 6,313 shares 6,313 $250K 0.03% +31 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,521 shares; 2024Q4: 47,179 shares; 2025Q1: 8,034 shares; 2025Q2: 6,265 shares; 2025Q3: 6,001 shares; 2025Q4: 5,523 shares 5,523 $250K 0.03% -478 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,422 shares; 2025Q4: 2,520 shares 2,520 $248K 0.03% +98 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,883 shares 2,883 $244K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,081 shares; 2025Q1: 4,545 shares; 2025Q2: 4,685 shares; 2025Q3: 4,968 shares; 2025Q4: 4,428 shares 4,428 $244K 0.03% -540 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,263 shares; 2025Q1: 3,155 shares; 2025Q2: 3,163 shares; 2025Q3: 3,131 shares; 2025Q4: 2,943 shares 2,943 $243K 0.03% -188 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,597 shares; 2025Q1: 4,520 shares; 2025Q2: 4,013 shares; 2025Q3: 4,674 shares; 2025Q4: 4,584 shares 4,584 $243K 0.03% -90 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,556 shares; 2025Q4: 2,567 shares 2,567 $242K 0.03% +11 Timeline BSCV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,485 shares 14,485 $242K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 547 shares; 2025Q3: 657 shares; 2025Q4: 572 shares 572 $242K 0.03% -85 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,333 shares; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 3,000 shares; 2025Q4: 3,065 shares 3,065 $241K 0.03% +65 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares 238 $240K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares 1,251 $239K 0.03% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,159 shares; 2025Q4: 4,447 shares 4,447 $237K 0.03% +288 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,060 shares; 2025Q1: 2,249 shares; 2025Q2: 2,592 shares; 2025Q3: 2,882 shares; 2025Q4: 2,461 shares 2,461 $236K 0.03% -421 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares 3,009 $233K 0.03% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 1,791 shares 1,791 $233K 0.03% -47 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 6,824 shares; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 7,359 shares; 2025Q4: 5,513 shares 5,513 $232K 0.03% -1,846 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,698 shares 5,698 $232K 0.03% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,011 shares 1,011 $231K 0.03% -2 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,020 shares; 2025Q4: 5,371 shares 5,371 $231K 0.03% +351 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: 5,257 shares; 2025Q3: 6,394 shares; 2025Q4: 4,872 shares 4,872 $230K 0.03% -1,522 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 4,659 shares; 2025Q1: 6,078 shares; 2025Q2: 5,089 shares; 2025Q3: 4,370 shares; 2025Q4: 3,439 shares 3,439 $230K 0.03% -931 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,499 shares; 2025Q1: 1,207 shares; 2025Q2: 1,145 shares; 2025Q3: 1,029 shares; 2025Q4: 999 shares 999 $229K 0.03% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,422 shares; 2025Q1: 1,290 shares; 2025Q2: 1,240 shares; 2025Q3: not reported; 2025Q4: 1,139 shares 1,139 $225K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,872 shares; 2025Q4: 2,294 shares 2,294 $225K 0.03% +422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,817 shares; 2024Q4: 9,012 shares; 2025Q1: 8,711 shares; 2025Q2: 8,743 shares; 2025Q3: 6,463 shares; 2025Q4: 6,491 shares 6,491 $224K 0.03% +28 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,202 shares 7,202 $223K 0.03% new Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,464 shares; 2025Q3: 5,302 shares; 2025Q4: 5,317 shares 5,317 $222K 0.03% +15 Timeline XLC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 64,585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,037 shares; 2025Q4: 1,878 shares 1,878 $221K 0.03% -159 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,960 shares 2,960 $220K 0.03% +15 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,342 shares 2,342 $220K 0.03% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,627 shares; 2025Q1: 3,342 shares; 2025Q2: 3,391 shares; 2025Q3: 3,376 shares; 2025Q4: 3,228 shares 3,228 $218K 0.03% -148 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 419 shares; 2025Q2: 378 shares; 2025Q3: not reported; 2025Q4: 346 shares 346 $217K 0.03% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,016 shares; 2025Q4: 3,173 shares 3,173 $217K 0.03% +157 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares 2,355 $215K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519 shares 519 $213K 0.03% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $213K 0.03% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,390 shares 2,390 $213K 0.03% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,661 shares; 2024Q4: 13,642 shares; 2025Q1: 12,258 shares; 2025Q2: 7,559 shares; 2025Q3: 4,117 shares; 2025Q4: 2,881 shares 2,881 $212K 0.03% -1,236 Timeline CGW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260 $211K 0.03% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,230 shares; 2025Q4: 1,815 shares 1,815 $209K 0.03% -4,415 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares 1,414 $206K 0.03% new Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,259 shares; 2025Q3: 7,825 shares; 2025Q4: 6,296 shares 6,296 $206K 0.03% -1,529 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,130 shares 6,130 $206K 0.03% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares 1,040 $206K 0.03% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 16,400 shares; 2025Q1: 16,412 shares; 2025Q2: 16,424 shares; 2025Q3: 16,435 shares; 2025Q4: 33,481 shares 33,481 $205K 0.03% +17,046 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,808 shares; 2024Q4: 9,142 shares; 2025Q1: 8,916 shares; 2025Q2: 8,803 shares; 2025Q3: not reported; 2025Q4: 666 shares 666 $204K 0.03% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,566 shares; 2025Q1: 3,566 shares; 2025Q2: 3,276 shares; 2025Q3: 2,872 shares; 2025Q4: 2,787 shares 2,787 $204K 0.03% -85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,683 shares; 2025Q4: 7,675 shares 7,675 $204K 0.03% -1,008 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,308 shares; 2025Q4: 2,441 shares 2,441 $203K 0.03% -1,867 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,425 shares; 2024Q4: 7,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares 6,100 $201K 0.03% new Timeline AVUV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,867 shares 1,867 $200K 0.03% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares 1,714 $200K 0.03% new Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,279 shares; 2024Q4: 22,001 shares; 2025Q1: 20,850 shares; 2025Q2: 20,406 shares; 2025Q3: 19,541 shares; 2025Q4: 18,217 shares 18,217 $191K 0.02% -1,324 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,016 shares 11,016 $187K 0.02% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 12,289 shares; 2025Q1: 14,499 shares; 2025Q2: 10,687 shares; 2025Q3: 10,864 shares; 2025Q4: 11,057 shares 11,057 $185K 0.02% +193 Timeline