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: 171,579 shares; 2024Q4: 179,083 shares; 2025Q1: 164,345 shares; 2025Q2: 161,485 shares; 2025Q3: 165,336 shares; 2025Q4: 173,663 shares 173,663 $109M 8.77% +8,327 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: 224,989 shares; 2024Q4: 224,939 shares; 2025Q1: 368,266 shares; 2025Q2: 663,740 shares; 2025Q3: 813,729 shares; 2025Q4: 826,843 shares 826,843 $83M 6.68% +13,114 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: 274,890 shares; 2024Q4: 278,071 shares; 2025Q1: 275,467 shares; 2025Q2: 279,204 shares; 2025Q3: 290,928 shares; 2025Q4: 303,355 shares 303,355 $66.7M 5.37% +12,427 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: 401,473 shares; 2024Q4: 369,964 shares; 2025Q1: 421,988 shares; 2025Q2: 958,298 shares; 2025Q3: 1,161,409 shares; 2025Q4: 1,122,026 shares 1,122,026 $56.8M 4.57% -39,383 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: 142,658 shares; 2024Q4: 157,174 shares; 2025Q1: 153,305 shares; 2025Q2: 159,678 shares; 2025Q3: 168,121 shares; 2025Q4: 169,841 shares 169,841 $46.2M 3.72% +1,720 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 345,261 shares; 2025Q3: 409,901 shares; 2025Q4: 355,079 shares 355,079 $35.5M 2.86% -54,822 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,317,783 shares; 2025Q4: 1,265,863 shares 1,265,863 $32.7M 2.64% -51,920 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: 47,000 shares; 2024Q4: 47,033 shares; 2025Q1: 46,963 shares; 2025Q2: 46,985 shares; 2025Q3: 48,593 shares; 2025Q4: 48,606 shares 48,606 $27.7M 2.23% +13 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: 299,632 shares; 2024Q4: 199,299 shares; 2025Q1: 226,895 shares; 2025Q2: 362,108 shares; 2025Q3: 401,372 shares; 2025Q4: 435,010 shares 435,010 $27.2M 2.19% +33,638 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: 125,752 shares; 2024Q4: 125,171 shares; 2025Q1: 126,960 shares; 2025Q2: 139,010 shares; 2025Q3: 145,312 shares; 2025Q4: 141,022 shares 141,022 $26.3M 2.12% -4,290 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,954 shares; 2025Q4: 838,842 shares 838,842 $24.3M 1.96% +830,888 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: 49,184 shares; 2024Q4: 52,140 shares; 2025Q1: 47,363 shares; 2025Q2: 36,719 shares; 2025Q3: 39,968 shares; 2025Q4: 45,220 shares 45,220 $21.4M 1.72% +5,252 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: 38,782 shares; 2024Q4: 38,870 shares; 2025Q1: 36,431 shares; 2025Q2: 39,398 shares; 2025Q3: 42,093 shares; 2025Q4: 43,179 shares 43,179 $20.9M 1.68% +1,086 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: 271,220 shares; 2024Q4: 142,442 shares; 2025Q1: 138,827 shares; 2025Q2: 167,862 shares; 2025Q3: 246,735 shares; 2025Q4: 239,641 shares 239,641 $19.2M 1.55% -7,094 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: 154,360 shares; 2024Q4: 101,585 shares; 2025Q1: 108,175 shares; 2025Q2: 104,446 shares; 2025Q3: 90,207 shares; 2025Q4: 94,888 shares 94,888 $18.2M 1.46% +4,681 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: 55,425 shares; 2024Q4: 55,414 shares; 2025Q1: 57,025 shares; 2025Q2: 55,307 shares; 2025Q3: 56,140 shares; 2025Q4: 54,168 shares 54,168 $18.2M 1.46% -1,972 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: 45,923 shares; 2024Q4: 43,860 shares; 2025Q1: 42,776 shares; 2025Q2: 45,795 shares; 2025Q3: 50,438 shares; 2025Q4: 51,180 shares 51,180 $11.8M 0.95% +742 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: 33,518 shares; 2024Q4: 35,178 shares; 2025Q1: 33,815 shares; 2025Q2: 32,532 shares; 2025Q3: 33,171 shares; 2025Q4: 36,090 shares 36,090 $11.3M 0.91% +2,919 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416,426 shares 416,426 $11.1M 0.9% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328,493 shares; 2025Q2: 358,456 shares; 2025Q3: 405,102 shares; 2025Q4: 457,777 shares 457,777 $10.8M 0.87% +52,675 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,318 shares 116,318 $10.7M 0.86% new 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: 20,419 shares; 2024Q4: 20,238 shares; 2025Q1: 24,200 shares; 2025Q2: 18,320 shares; 2025Q3: 15,615 shares; 2025Q4: 15,298 shares 15,298 $10.4M 0.84% -317 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: 19,308 shares; 2024Q4: 18,613 shares; 2025Q1: 19,740 shares; 2025Q2: 20,400 shares; 2025Q3: 48,632 shares; 2025Q4: 48,549 shares 48,549 $10M 0.81% -83 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,434 shares; 2024Q4: 260,132 shares; 2025Q1: 226,184 shares; 2025Q2: 181,924 shares; 2025Q3: 192,383 shares; 2025Q4: 189,714 shares 189,714 $9.46M 0.76% -2,669 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,820 shares; 2025Q1: 5,948 shares; 2025Q2: 5,491 shares; 2025Q3: 5,571 shares; 2025Q4: 30,604 shares 30,604 $8.88M 0.72% +25,033 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: 15,234 shares; 2024Q4: 15,514 shares; 2025Q1: 12,904 shares; 2025Q2: 15,479 shares; 2025Q3: 41,757 shares; 2025Q4: 41,732 shares 41,732 $8.73M 0.7% -25 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: 243,961 shares; 2024Q4: 125,209 shares; 2025Q1: 128,856 shares; 2025Q2: 144,692 shares; 2025Q3: 158,442 shares; 2025Q4: 158,622 shares 158,622 $8.02M 0.65% +180 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: 219,777 shares; 2024Q4: 225,427 shares; 2025Q1: 164,841 shares; 2025Q2: 86,215 shares; 2025Q3: 80,986 shares; 2025Q4: 76,189 shares 76,189 $7.77M 0.63% -4,797 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: 18,449 shares; 2024Q4: 19,249 shares; 2025Q1: 20,205 shares; 2025Q2: 20,252 shares; 2025Q3: 20,497 shares; 2025Q4: 24,013 shares 24,013 $7.74M 0.62% +3,516 Timeline ISPY 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: 66,714 shares; 2024Q4: 111,208 shares; 2025Q1: 149,255 shares; 2025Q2: 168,385 shares; 2025Q3: 159,435 shares; 2025Q4: 166,799 shares 166,799 $7.61M 0.61% +7,364 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: 50,743 shares; 2024Q4: 49,475 shares; 2025Q1: 8,806 shares; 2025Q2: 47,355 shares; 2025Q3: 45,984 shares; 2025Q4: 69,505 shares 69,505 $7.42M 0.6% +23,521 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: 5,103 shares; 2024Q4: 5,343 shares; 2025Q1: 5,361 shares; 2025Q2: 5,443 shares; 2025Q3: 6,073 shares; 2025Q4: 6,741 shares 6,741 $7.24M 0.58% +668 Timeline HDV 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: 48,837 shares; 2024Q4: 51,228 shares; 2025Q1: 51,623 shares; 2025Q2: 53,158 shares; 2025Q3: 57,147 shares; 2025Q4: 54,091 shares 54,091 $6.58M 0.53% -3,056 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: 92,169 shares; 2025Q3: 104,126 shares; 2025Q4: 117,686 shares 117,686 $6.22M 0.5% +13,560 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,526 shares; 2024Q4: 217,319 shares; 2025Q1: 189,249 shares; 2025Q2: 179,848 shares; 2025Q3: 118,133 shares; 2025Q4: 131,154 shares 131,154 $6.15M 0.5% +13,021 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: 7,029 shares; 2024Q4: 7,341 shares; 2025Q1: 7,819 shares; 2025Q2: 8,377 shares; 2025Q3: 9,011 shares; 2025Q4: 8,780 shares 8,780 $5.8M 0.47% -231 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: 14,043 shares; 2024Q4: 15,806 shares; 2025Q1: 11,825 shares; 2025Q2: 12,553 shares; 2025Q3: 12,528 shares; 2025Q4: 15,774 shares 15,774 $5.46M 0.44% +3,246 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: 15,661 shares; 2024Q4: 15,572 shares; 2025Q1: 15,282 shares; 2025Q2: 16,103 shares; 2025Q3: 16,252 shares; 2025Q4: 16,546 shares 16,546 $5.19M 0.42% +294 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: 27,459 shares; 2024Q4: 29,858 shares; 2025Q1: 30,207 shares; 2025Q2: 29,979 shares; 2025Q3: 34,960 shares; 2025Q4: 36,361 shares 36,361 $5.14M 0.41% +1,401 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: 68,483 shares; 2024Q4: 68,700 shares; 2025Q1: 15,230 shares; 2025Q2: 83,075 shares; 2025Q3: 81,582 shares; 2025Q4: 115,604 shares 115,604 $5.13M 0.41% +34,022 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,532 shares; 2024Q4: 202,482 shares; 2025Q1: not reported; 2025Q2: 218,775 shares; 2025Q3: 218,628 shares; 2025Q4: 218,277 shares 218,277 $5.1M 0.41% -351 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: 15,487 shares; 2024Q4: 15,068 shares; 2025Q1: 16,399 shares; 2025Q2: 16,811 shares; 2025Q3: 17,681 shares; 2025Q4: 21,013 shares 21,013 $4.8M 0.39% +3,332 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: 45,420 shares; 2024Q4: 10,216 shares; 2025Q1: 13,719 shares; 2025Q2: 21,241 shares; 2025Q3: 23,790 shares; 2025Q4: 84,338 shares 84,338 $4.79M 0.39% +60,548 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: 24,993 shares; 2024Q4: 32,265 shares; 2025Q1: 32,558 shares; 2025Q2: 35,303 shares; 2025Q3: 35,445 shares; 2025Q4: 42,258 shares 42,258 $4.45M 0.36% +6,813 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,474 shares; 2025Q2: 17,782 shares; 2025Q3: 26,126 shares; 2025Q4: 62,437 shares 62,437 $4.43M 0.36% +36,311 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,564 shares; 2024Q4: 72,152 shares; 2025Q1: 61,072 shares; 2025Q2: 73,012 shares; 2025Q3: 61,926 shares; 2025Q4: 58,975 shares 58,975 $4.34M 0.35% -2,951 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: 44,099 shares; 2024Q4: 45,868 shares; 2025Q1: 44,873 shares; 2025Q2: 46,394 shares; 2025Q3: 49,973 shares; 2025Q4: 52,097 shares 52,097 $4.3M 0.35% +2,124 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: 31,041 shares; 2024Q4: 31,703 shares; 2025Q1: 28,145 shares; 2025Q2: 32,000 shares; 2025Q3: 35,572 shares; 2025Q4: 38,101 shares 38,101 $4.24M 0.34% +2,529 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,457 shares; 2024Q4: 12,654 shares; 2025Q1: 13,530 shares; 2025Q2: 15,157 shares; 2025Q3: 15,269 shares; 2025Q4: 16,055 shares 16,055 $4.14M 0.33% +786 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: 6,133 shares; 2024Q4: 7,230 shares; 2025Q1: 6,682 shares; 2025Q2: 8,743 shares; 2025Q3: 8,927 shares; 2025Q4: 9,126 shares 9,126 $4.1M 0.33% +199 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,991 shares; 2024Q4: 26,348 shares; 2025Q1: 30,127 shares; 2025Q2: 30,829 shares; 2025Q3: 31,332 shares; 2025Q4: 28,239 shares 28,239 $4.05M 0.33% -3,093 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,963 shares; 2024Q4: 292,330 shares; 2025Q1: 301,618 shares; 2025Q2: 52,130 shares; 2025Q3: 72,492 shares; 2025Q4: 88,000 shares 88,000 $4.05M 0.33% +15,508 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: 6,519 shares; 2024Q4: 7,672 shares; 2025Q1: 7,740 shares; 2025Q2: 7,555 shares; 2025Q3: 7,573 shares; 2025Q4: 7,760 shares 7,760 $3.79M 0.3% +187 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: 21,836 shares; 2024Q4: 23,050 shares; 2025Q1: 23,237 shares; 2025Q2: 24,314 shares; 2025Q3: 24,070 shares; 2025Q4: 26,335 shares 26,335 $3.77M 0.3% +2,265 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: 11,731 shares; 2024Q4: 10,992 shares; 2025Q1: 10,418 shares; 2025Q2: 10,429 shares; 2025Q3: 9,764 shares; 2025Q4: 10,509 shares 10,509 $3.69M 0.3% +745 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: 8,806 shares; 2024Q4: 7,138 shares; 2025Q1: 7,688 shares; 2025Q2: 6,987 shares; 2025Q3: 7,320 shares; 2025Q4: 7,283 shares 7,283 $3.66M 0.29% -37 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 7,447 shares; 2025Q1: 10,838 shares; 2025Q2: 12,496 shares; 2025Q3: 14,226 shares; 2025Q4: 37,127 shares 37,127 $3.46M 0.28% +22,901 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: 27,198 shares; 2024Q4: 29,731 shares; 2025Q1: 33,631 shares; 2025Q2: 45,793 shares; 2025Q3: 38,944 shares; 2025Q4: 34,515 shares 34,515 $3.45M 0.28% -4,429 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: 9,062 shares; 2024Q4: 9,392 shares; 2025Q1: 9,985 shares; 2025Q2: 10,738 shares; 2025Q3: 10,493 shares; 2025Q4: 10,996 shares 10,996 $3.36M 0.27% +503 Timeline SPYD 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: 79,348 shares; 2024Q4: 78,850 shares; 2025Q1: not reported; 2025Q2: 77,001 shares; 2025Q3: 75,534 shares; 2025Q4: 74,438 shares 74,438 $3.22M 0.26% -1,096 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: 31,638 shares; 2024Q4: 33,780 shares; 2025Q1: 35,376 shares; 2025Q2: 38,038 shares; 2025Q3: 39,260 shares; 2025Q4: 44,570 shares 44,570 $3.12M 0.25% +5,310 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,983 shares 79,983 $3.08M 0.25% new 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: 11,974 shares; 2024Q4: 12,263 shares; 2025Q1: 13,356 shares; 2025Q2: 14,010 shares; 2025Q3: 14,272 shares; 2025Q4: 16,442 shares 16,442 $3.02M 0.24% +2,170 Timeline RSPA 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: 37,360 shares; 2025Q4: 58,380 shares 58,380 $2.98M 0.24% +21,020 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: 8,315 shares; 2024Q4: 7,923 shares; 2025Q1: 8,571 shares; 2025Q2: 8,823 shares; 2025Q3: 9,400 shares; 2025Q4: 9,889 shares 9,889 $2.93M 0.24% +489 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: 7,445 shares; 2024Q4: 5,009 shares; 2025Q1: 6,356 shares; 2025Q2: 8,365 shares; 2025Q3: 8,998 shares; 2025Q4: 9,471 shares 9,471 $2.88M 0.23% +473 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: 17,232 shares; 2024Q4: 16,362 shares; 2025Q1: 17,751 shares; 2025Q2: 17,163 shares; 2025Q3: 21,977 shares; 2025Q4: 23,597 shares 23,597 $2.84M 0.23% +1,620 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: 274,890 shares; 2024Q4: 188,803 shares; 2025Q1: 193,220 shares; 2025Q2: 197,991 shares; 2025Q3: 203,199 shares; 2025Q4: 208,861 shares 208,861 $2.83M 0.23% +5,662 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: 2,951 shares; 2024Q4: 3,517 shares; 2025Q1: 3,597 shares; 2025Q2: 4,327 shares; 2025Q3: 4,438 shares; 2025Q4: 4,097 shares 4,097 $2.81M 0.23% -341 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: 31,442 shares; 2024Q4: 7,563 shares; 2025Q1: 1,313 shares; 2025Q2: 3,399 shares; 2025Q3: 10,602 shares; 2025Q4: 19,475 shares 19,475 $2.8M 0.23% +8,873 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,898 shares; 2024Q4: 111,714 shares; 2025Q1: 101,037 shares; 2025Q2: 86,988 shares; 2025Q3: 86,017 shares; 2025Q4: 85,695 shares 85,695 $2.78M 0.22% -322 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 184,225 shares 184,225 $2.76M 0.22% new 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: 2,787 shares; 2024Q4: 2,806 shares; 2025Q1: 3,030 shares; 2025Q2: 3,187 shares; 2025Q3: 3,213 shares; 2025Q4: 3,196 shares 3,196 $2.76M 0.22% -17 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: 3,468 shares; 2024Q4: 3,962 shares; 2025Q1: 3,334 shares; 2025Q2: 4,264 shares; 2025Q3: 5,259 shares; 2025Q4: 4,805 shares 4,805 $2.75M 0.22% -454 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: 19,762 shares; 2024Q4: 22,843 shares; 2025Q1: 23,224 shares; 2025Q2: 26,446 shares; 2025Q3: 27,464 shares; 2025Q4: 28,627 shares 28,627 $2.75M 0.22% +1,163 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: 50,613 shares; 2024Q4: 40,222 shares; 2025Q1: 39,085 shares; 2025Q2: 39,957 shares; 2025Q3: 43,946 shares; 2025Q4: 47,820 shares 47,820 $2.63M 0.21% +3,874 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: 22,199 shares; 2024Q4: 46,326 shares; 2025Q1: 51,971 shares; 2025Q2: 66,620 shares; 2025Q3: 62,423 shares; 2025Q4: 91,516 shares 91,516 $2.61M 0.21% +29,093 Timeline JPIB 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: 4,534 shares; 2025Q2: 11,400 shares; 2025Q3: 11,163 shares; 2025Q4: 52,917 shares 52,917 $2.58M 0.21% +41,754 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: 3,545 shares; 2025Q2: 11,882 shares; 2025Q3: 11,090 shares; 2025Q4: 30,348 shares 30,348 $2.57M 0.21% +19,258 Timeline EFAA 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: 30,785 shares; 2025Q4: 46,997 shares 46,997 $2.54M 0.2% +16,212 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: 2,705 shares; 2024Q4: 3,099 shares; 2025Q1: 3,994 shares; 2025Q2: 3,820 shares; 2025Q3: 4,039 shares; 2025Q4: 4,168 shares 4,168 $2.38M 0.19% +129 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: 3,524 shares; 2024Q4: 3,249 shares; 2025Q1: 4,354 shares; 2025Q2: 5,747 shares; 2025Q3: 6,182 shares; 2025Q4: 7,155 shares 7,155 $2.36M 0.19% +973 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: 24,106 shares; 2024Q4: 25,151 shares; 2025Q1: 25,629 shares; 2025Q2: 26,935 shares; 2025Q3: 26,967 shares; 2025Q4: 30,315 shares 30,315 $2.34M 0.19% +3,348 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: not reported; 2024Q4: 530 shares; 2025Q1: 637 shares; 2025Q2: 681 shares; 2025Q3: 2,189 shares; 2025Q4: 2,831 shares 2,831 $2.32M 0.19% +642 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: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 12,115 shares; 2025Q4: 10,082 shares 10,082 $2.32M 0.19% -2,033 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: 5,160 shares; 2024Q4: 5,504 shares; 2025Q1: 7,270 shares; 2025Q2: 5,577 shares; 2025Q3: 3,456 shares; 2025Q4: 3,764 shares 3,764 $2.31M 0.19% +308 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: 4,856 shares; 2024Q4: 6,142 shares; 2025Q1: 6,387 shares; 2025Q2: 6,671 shares; 2025Q3: 7,814 shares; 2025Q4: 7,359 shares 7,359 $2.27M 0.18% -455 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: 1,331 shares; 2024Q4: 1,305 shares; 2025Q1: 1,372 shares; 2025Q2: 1,601 shares; 2025Q3: 1,687 shares; 2025Q4: 7,825 shares 7,825 $2.26M 0.18% +6,138 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,502 shares; 2024Q4: 11,788 shares; 2025Q1: 12,139 shares; 2025Q2: 13,693 shares; 2025Q3: 16,280 shares; 2025Q4: 14,313 shares 14,313 $2.22M 0.18% -1,967 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: 732 shares; 2024Q4: 2,103 shares; 2025Q1: 2,851 shares; 2025Q2: 3,253 shares; 2025Q3: 7,062 shares; 2025Q4: 7,086 shares 7,086 $2.21M 0.18% +24 Timeline CLOI 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: 24,596 shares; 2024Q4: 25,870 shares; 2025Q1: 28,996 shares; 2025Q2: 38,737 shares; 2025Q3: 37,851 shares; 2025Q4: 41,313 shares 41,313 $2.18M 0.18% +3,462 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: 8,684 shares; 2024Q4: 8,664 shares; 2025Q1: 9,665 shares; 2025Q2: 9,184 shares; 2025Q3: 8,764 shares; 2025Q4: 8,783 shares 8,783 $2.16M 0.17% +19 Timeline SLYG 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: 24,286 shares; 2024Q4: 24,225 shares; 2025Q1: not reported; 2025Q2: 23,670 shares; 2025Q3: 22,968 shares; 2025Q4: 22,806 shares 22,806 $2.15M 0.17% -162 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: 79,324 shares; 2024Q4: 17,346 shares; 2025Q1: 17,583 shares; 2025Q2: 15,491 shares; 2025Q3: 19,312 shares; 2025Q4: 17,828 shares 17,828 $2.1M 0.17% -1,484 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: 915 shares; 2024Q4: 457 shares; 2025Q1: 1,747 shares; 2025Q2: 2,141 shares; 2025Q3: 2,807 shares; 2025Q4: 3,578 shares 3,578 $2.08M 0.17% +771 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: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares; 2025Q4: 52,196 shares 52,196 $2.07M 0.17% +32 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: 16,735 shares; 2024Q4: 16,401 shares; 2025Q1: 7,095 shares; 2025Q2: 24,370 shares; 2025Q3: 20,758 shares; 2025Q4: 42,103 shares 42,103 $1.97M 0.16% +21,345 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: 3,229 shares; 2024Q4: 5,323 shares; 2025Q1: 5,808 shares; 2025Q2: 6,383 shares; 2025Q3: 5,844 shares; 2025Q4: 5,269 shares 5,269 $1.95M 0.16% -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: 5,136 shares; 2024Q4: 5,283 shares; 2025Q1: 5,171 shares; 2025Q2: 5,262 shares; 2025Q3: 5,409 shares; 2025Q4: 5,649 shares 5,649 $1.94M 0.16% +240 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: 11,718 shares; 2024Q4: 13,017 shares; 2025Q1: 13,784 shares; 2025Q2: 15,957 shares; 2025Q3: 16,364 shares; 2025Q4: 16,575 shares 16,575 $1.94M 0.16% +211 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,119 shares; 2024Q4: 21,131 shares; 2025Q1: 20,443 shares; 2025Q2: 24,179 shares; 2025Q3: 41,252 shares; 2025Q4: 42,411 shares 42,411 $1.94M 0.16% +1,159 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 21,891 shares; 2025Q3: not reported; 2025Q4: 44,556 shares 44,556 $1.9M 0.15% new 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: 33,121 shares; 2024Q4: 35,795 shares; 2025Q1: 74,239 shares; 2025Q2: 76,102 shares; 2025Q3: 82,950 shares; 2025Q4: 75,393 shares 75,393 $1.87M 0.15% -7,557 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: 8,970 shares; 2025Q3: 7,830 shares; 2025Q4: 20,070 shares 20,070 $1.86M 0.15% +12,240 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: 15,262 shares; 2025Q1: 10,285 shares; 2025Q2: 15,702 shares; 2025Q3: 10,810 shares; 2025Q4: 78,864 shares 78,864 $1.82M 0.15% +68,054 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: not reported; 2024Q4: not reported; 2025Q1: 11,276 shares; 2025Q2: 16,308 shares; 2025Q3: 11,881 shares; 2025Q4: 52,925 shares 52,925 $1.79M 0.14% +41,044 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,924 shares; 2024Q4: 24,328 shares; 2025Q1: 24,971 shares; 2025Q2: 23,262 shares; 2025Q3: 29,578 shares; 2025Q4: 28,998 shares 28,998 $1.74M 0.14% -580 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: 16,224 shares; 2024Q4: 15,979 shares; 2025Q1: 16,222 shares; 2025Q2: 17,873 shares; 2025Q3: 18,149 shares; 2025Q4: 19,151 shares 19,151 $1.67M 0.13% +1,002 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,393 shares; 2025Q2: 16,602 shares; 2025Q3: 10,830 shares; 2025Q4: 62,957 shares 62,957 $1.67M 0.13% +52,127 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: 2,966 shares; 2024Q4: 3,997 shares; 2025Q1: 5,018 shares; 2025Q2: 5,340 shares; 2025Q3: 5,240 shares; 2025Q4: 4,893 shares 4,893 $1.6M 0.13% -347 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: 1,026 shares; 2024Q4: 936 shares; 2025Q1: 968 shares; 2025Q2: 946 shares; 2025Q3: 1,499 shares; 2025Q4: 1,491 shares 1,491 $1.6M 0.13% -8 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: not reported; 2024Q4: not reported; 2025Q1: 2,684 shares; 2025Q2: 3,762 shares; 2025Q3: 3,710 shares; 2025Q4: 4,022 shares 4,022 $1.59M 0.13% +312 Timeline FLTR 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: 626,912 shares; 2024Q4: 33,633 shares; 2025Q1: 47,101 shares; 2025Q2: 55,044 shares; 2025Q3: 54,961 shares; 2025Q4: 61,661 shares 61,661 $1.57M 0.13% +6,700 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,785 shares; 2025Q1: 40,785 shares; 2025Q2: 39,216 shares; 2025Q3: not reported; 2025Q4: 152,035 shares 152,035 $1.56M 0.13% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER 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: not reported; 2025Q2: not reported; 2025Q3: 31,525 shares; 2025Q4: 40,244 shares 40,244 $1.5M 0.12% +8,719 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 18,627 shares; 2025Q1: 18,696 shares; 2025Q2: 17,637 shares; 2025Q3: 16,858 shares; 2025Q4: 18,080 shares 18,080 $1.49M 0.12% +1,222 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: 1,714 shares; 2024Q4: 2,031 shares; 2025Q1: 2,110 shares; 2025Q2: 2,131 shares; 2025Q3: 2,946 shares; 2025Q4: 2,681 shares 2,681 $1.48M 0.12% -265 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 19,775 shares; 2025Q1: 20,588 shares; 2025Q2: 23,150 shares; 2025Q3: 30,286 shares; 2025Q4: 24,439 shares 24,439 $1.48M 0.12% -5,847 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: 4,021 shares; 2024Q4: 4,966 shares; 2025Q1: 6,082 shares; 2025Q2: 6,335 shares; 2025Q3: 7,790 shares; 2025Q4: 9,472 shares 9,472 $1.44M 0.12% +1,682 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: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,787 shares; 2025Q4: 5,741 shares 5,741 $1.44M 0.12% -46 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: 3,186 shares; 2024Q4: 2,499 shares; 2025Q1: 2,521 shares; 2025Q2: 2,272 shares; 2025Q3: 2,235 shares; 2025Q4: 2,128 shares 2,128 $1.41M 0.11% -107 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: 6,963 shares; 2024Q4: 8,043 shares; 2025Q1: 6,825 shares; 2025Q2: 6,199 shares; 2025Q3: 7,266 shares; 2025Q4: 6,856 shares 6,856 $1.41M 0.11% -410 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: 4,335 shares; 2024Q4: 6,563 shares; 2025Q1: 8,154 shares; 2025Q2: 9,236 shares; 2025Q3: 10,112 shares; 2025Q4: 8,234 shares 8,234 $1.41M 0.11% -1,878 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: 12,750 shares; 2024Q4: 13,615 shares; 2025Q1: 8,422 shares; 2025Q2: 8,962 shares; 2025Q3: 9,155 shares; 2025Q4: 9,807 shares 9,807 $1.41M 0.11% +652 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: 3,679 shares; 2024Q4: 6,246 shares; 2025Q1: 7,200 shares; 2025Q2: 8,795 shares; 2025Q3: 10,124 shares; 2025Q4: 11,107 shares 11,107 $1.4M 0.11% +983 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: 12,123 shares; 2024Q4: 5,883 shares; 2025Q1: 5,102 shares; 2025Q2: 5,349 shares; 2025Q3: 5,985 shares; 2025Q4: 6,103 shares 6,103 $1.4M 0.11% +118 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: 4,575 shares; 2024Q4: 5,205 shares; 2025Q1: 5,079 shares; 2025Q2: 5,573 shares; 2025Q3: 5,917 shares; 2025Q4: 6,289 shares 6,289 $1.38M 0.11% +372 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: 4,682 shares; 2024Q4: 11,800 shares; 2025Q1: 14,912 shares; 2025Q2: 15,476 shares; 2025Q3: 14,873 shares; 2025Q4: 14,339 shares 14,339 $1.38M 0.11% -534 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 2,461 shares; 2025Q1: 4,531 shares; 2025Q2: 4,890 shares; 2025Q3: 6,146 shares; 2025Q4: 7,912 shares 7,912 $1.37M 0.11% +1,766 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: 14,730 shares; 2024Q4: 13,227 shares; 2025Q1: 13,400 shares; 2025Q2: 11,724 shares; 2025Q3: 11,710 shares; 2025Q4: 11,283 shares 11,283 $1.36M 0.11% -427 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: 9,721 shares; 2024Q4: 9,683 shares; 2025Q1: 10,293 shares; 2025Q2: 10,525 shares; 2025Q3: 10,399 shares; 2025Q4: 10,601 shares 10,601 $1.33M 0.11% +202 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: 2,541 shares; 2024Q4: 2,526 shares; 2025Q1: 2,701 shares; 2025Q2: 2,679 shares; 2025Q3: 3,043 shares; 2025Q4: 3,080 shares 3,080 $1.3M 0.1% +37 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: 1,023 shares; 2024Q4: 1,007 shares; 2025Q1: 1,094 shares; 2025Q2: 1,377 shares; 2025Q3: 1,523 shares; 2025Q4: 13,505 shares 13,505 $1.27M 0.1% +11,982 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: 5,762 shares; 2024Q4: 6,107 shares; 2025Q1: 6,737 shares; 2025Q2: 7,406 shares; 2025Q3: 7,545 shares; 2025Q4: 7,759 shares 7,759 $1.24M 0.1% +214 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: 1,462 shares; 2024Q4: 2,470 shares; 2025Q1: 2,937 shares; 2025Q2: 3,010 shares; 2025Q3: 2,434 shares; 2025Q4: 2,428 shares 2,428 $1.24M 0.1% -6 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: 7,749 shares; 2024Q4: 8,436 shares; 2025Q1: 9,291 shares; 2025Q2: 8,857 shares; 2025Q3: 10,128 shares; 2025Q4: 10,779 shares 10,779 $1.23M 0.1% +651 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: 22,683 shares; 2024Q4: 25,082 shares; 2025Q1: 24,665 shares; 2025Q2: 22,992 shares; 2025Q3: 22,834 shares; 2025Q4: 22,963 shares 22,963 $1.21M 0.1% +129 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: 8,112 shares; 2024Q4: 7,583 shares; 2025Q1: 8,311 shares; 2025Q2: 8,478 shares; 2025Q3: 9,517 shares; 2025Q4: 8,953 shares 8,953 $1.21M 0.1% -564 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: 12,225 shares; 2024Q4: 26,599 shares; 2025Q1: 35,440 shares; 2025Q2: 37,273 shares; 2025Q3: 33,317 shares; 2025Q4: 39,373 shares 39,373 $1.18M 0.09% +6,056 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: 1,415 shares; 2024Q4: 2,406 shares; 2025Q1: 3,757 shares; 2025Q2: 5,554 shares; 2025Q3: 5,571 shares; 2025Q4: 6,135 shares 6,135 $1.17M 0.09% +564 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: 2,624 shares; 2024Q4: 3,019 shares; 2025Q1: 3,533 shares; 2025Q2: 4,256 shares; 2025Q3: 5,108 shares; 2025Q4: 7,603 shares 7,603 $1.17M 0.09% +2,495 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: 3,986 shares; 2024Q4: 3,999 shares; 2025Q1: 4,208 shares; 2025Q2: 4,281 shares; 2025Q3: 5,012 shares; 2025Q4: 5,214 shares 5,214 $1.17M 0.09% +202 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 40,160 shares; 2025Q4: 39,268 shares 39,268 $1.16M 0.09% -892 Timeline KR KROGER CO More: the full row for KROGER 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: 15,910 shares; 2025Q2: 16,906 shares; 2025Q3: 19,203 shares; 2025Q4: 18,404 shares 18,404 $1.15M 0.09% -799 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: 1,440 shares; 2024Q4: 2,243 shares; 2025Q1: 2,881 shares; 2025Q2: 2,795 shares; 2025Q3: 2,656 shares; 2025Q4: 3,382 shares 3,382 $1.14M 0.09% +726 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 13,813 shares; 2025Q1: 18,639 shares; 2025Q2: 20,827 shares; 2025Q3: 21,299 shares; 2025Q4: 21,477 shares 21,477 $1.13M 0.09% +178 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: not reported; 2024Q4: 5,651 shares; 2025Q1: 6,929 shares; 2025Q2: 5,904 shares; 2025Q3: 7,084 shares; 2025Q4: 6,379 shares 6,379 $1.13M 0.09% -705 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 8,559 shares; 2025Q1: 9,874 shares; 2025Q2: 10,046 shares; 2025Q3: 8,988 shares; 2025Q4: 13,965 shares 13,965 $1.13M 0.09% +4,977 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 13,211 shares; 2025Q1: 18,239 shares; 2025Q2: 22,796 shares; 2025Q3: 24,608 shares; 2025Q4: 27,830 shares 27,830 $1.12M 0.09% +3,222 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: 4,421 shares; 2024Q4: 3,979 shares; 2025Q1: 5,282 shares; 2025Q2: 5,557 shares; 2025Q3: 5,127 shares; 2025Q4: 6,386 shares 6,386 $1.11M 0.09% +1,259 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: not reported; 2024Q4: not reported; 2025Q1: 4,595 shares; 2025Q2: 9,926 shares; 2025Q3: 10,365 shares; 2025Q4: 11,067 shares 11,067 $1.11M 0.09% +702 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: 9,943 shares; 2024Q4: 12,030 shares; 2025Q1: 12,627 shares; 2025Q2: 13,982 shares; 2025Q3: 14,805 shares; 2025Q4: 14,653 shares 14,653 $1.08M 0.09% -152 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS 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: 41,476 shares; 2025Q2: 41,476 shares; 2025Q3: 41,476 shares; 2025Q4: 41,476 shares 41,476 $1.08M 0.09% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 15,790 shares; 2025Q1: 19,233 shares; 2025Q2: 19,521 shares; 2025Q3: 20,937 shares; 2025Q4: 30,420 shares 30,420 $1.07M 0.09% +9,483 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: 1,327 shares; 2024Q4: 1,423 shares; 2025Q1: 1,515 shares; 2025Q2: 1,565 shares; 2025Q3: 1,792 shares; 2025Q4: 1,891 shares 1,891 $1.07M 0.09% +99 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,426 shares; 2025Q1: 39,426 shares; 2025Q2: 39,426 shares; 2025Q3: 39,426 shares; 2025Q4: 39,426 shares 39,426 $1.06M 0.09% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 14,092 shares; 2025Q1: 14,060 shares; 2025Q2: 14,134 shares; 2025Q3: 14,041 shares; 2025Q4: 14,380 shares 14,380 $1.06M 0.09% +339 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: 666 shares; 2025Q1: 802 shares; 2025Q2: 853 shares; 2025Q3: 823 shares; 2025Q4: 981 shares 981 $1.05M 0.08% +158 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 15,239 shares; 2025Q1: 14,704 shares; 2025Q2: 16,415 shares; 2025Q3: 16,642 shares; 2025Q4: 16,157 shares 16,157 $1.05M 0.08% -485 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 12,015 shares; 2025Q1: 11,409 shares; 2025Q2: 10,314 shares; 2025Q3: 8,597 shares; 2025Q4: 8,076 shares 8,076 $1.03M 0.08% -521 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: 35,541 shares; 2024Q4: 37,333 shares; 2025Q1: 37,771 shares; 2025Q2: 37,179 shares; 2025Q3: 38,072 shares; 2025Q4: 36,503 shares 36,503 $1M 0.08% -1,569 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: 12,115 shares; 2024Q4: 14,103 shares; 2025Q1: 17,889 shares; 2025Q2: 17,493 shares; 2025Q3: 19,398 shares; 2025Q4: 18,525 shares 18,525 $997K 0.08% -873 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: 5,077 shares; 2024Q4: 4,473 shares; 2025Q1: 4,137 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares; 2025Q4: 3,791 shares 3,791 $981K 0.08% -345 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: 49,402 shares; 2024Q4: 53,542 shares; 2025Q1: 55,466 shares; 2025Q2: 69,730 shares; 2025Q3: 36,542 shares; 2025Q4: 39,346 shares 39,346 $980K 0.08% +2,804 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: 1,014 shares; 2024Q4: 1,029 shares; 2025Q1: 1,242 shares; 2025Q2: 1,409 shares; 2025Q3: 2,001 shares; 2025Q4: 2,097 shares 2,097 $977K 0.08% +96 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: 2,524 shares; 2024Q4: 2,508 shares; 2025Q1: 2,488 shares; 2025Q2: 2,426 shares; 2025Q3: 2,313 shares; 2025Q4: 3,587 shares 3,587 $962K 0.08% +1,274 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: 20,619 shares; 2024Q4: 16,243 shares; 2025Q1: 15,516 shares; 2025Q2: 13,130 shares; 2025Q3: 12,108 shares; 2025Q4: 11,744 shares 11,744 $960K 0.08% -364 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,519 shares; 2024Q4: 29,780 shares; 2025Q1: 29,964 shares; 2025Q2: 29,967 shares; 2025Q3: 29,803 shares; 2025Q4: 29,840 shares 29,840 $957K 0.08% +37 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: 3,709 shares; 2024Q4: 4,309 shares; 2025Q1: 3,904 shares; 2025Q2: 4,167 shares; 2025Q3: 4,458 shares; 2025Q4: 4,463 shares 4,463 $946K 0.08% +5 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: 3,066 shares; 2024Q4: 3,678 shares; 2025Q1: 3,766 shares; 2025Q2: 4,678 shares; 2025Q3: 4,749 shares; 2025Q4: 4,839 shares 4,839 $943K 0.08% +90 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 2,698 shares; 2025Q1: 2,628 shares; 2025Q2: 2,735 shares; 2025Q3: 2,618 shares; 2025Q4: 3,560 shares 3,560 $935K 0.08% +942 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 2,904 shares; 2025Q1: 3,652 shares; 2025Q2: 4,498 shares; 2025Q3: 4,329 shares; 2025Q4: 4,343 shares 4,343 $927K 0.07% +14 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: 2,550 shares; 2024Q4: 1,873 shares; 2025Q1: 1,673 shares; 2025Q2: 1,468 shares; 2025Q3: 1,381 shares; 2025Q4: 5,992 shares 5,992 $918K 0.07% +4,611 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,380 shares 2,380 $912K 0.07% +46 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: 36,549 shares; 2024Q4: 33,171 shares; 2025Q1: 18,740 shares; 2025Q2: 19,375 shares; 2025Q3: 21,355 shares; 2025Q4: 21,065 shares 21,065 $903K 0.07% -290 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: 4,304 shares; 2024Q4: 3,569 shares; 2025Q1: 3,206 shares; 2025Q2: 2,869 shares; 2025Q3: 2,796 shares; 2025Q4: 2,876 shares 2,876 $899K 0.07% +80 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,312 shares; 2025Q1: 1,242 shares; 2025Q2: 1,978 shares; 2025Q3: 2,148 shares; 2025Q4: 1,907 shares 1,907 $894K 0.07% -241 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: 6,201 shares; 2024Q4: 6,547 shares; 2025Q1: 6,895 shares; 2025Q2: 7,511 shares; 2025Q3: 7,097 shares; 2025Q4: 7,668 shares 7,668 $884K 0.07% +571 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 5,923 shares; 2025Q1: 5,170 shares; 2025Q2: 5,004 shares; 2025Q3: 4,355 shares; 2025Q4: 3,864 shares 3,864 $880K 0.07% -491 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: 18,712 shares; 2025Q2: 14,609 shares; 2025Q3: 10,741 shares; 2025Q4: 10,607 shares 10,607 $873K 0.07% -134 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,565 shares; 2025Q1: 6,248 shares; 2025Q2: 9,471 shares; 2025Q3: 9,406 shares; 2025Q4: 15,169 shares 15,169 $872K 0.07% +5,763 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,893 shares; 2025Q1: 12,450 shares; 2025Q2: 14,777 shares; 2025Q3: 16,460 shares; 2025Q4: 17,134 shares 17,134 $868K 0.07% +674 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: 2,399 shares; 2024Q4: 2,689 shares; 2025Q1: 2,843 shares; 2025Q2: 3,753 shares; 2025Q3: 3,857 shares; 2025Q4: 4,873 shares 4,873 $865K 0.07% +1,016 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: 1,074 shares; 2024Q4: 1,362 shares; 2025Q1: 1,171 shares; 2025Q2: 1,067 shares; 2025Q3: 1,415 shares; 2025Q4: 1,323 shares 1,323 $865K 0.07% -92 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: 1,579 shares; 2024Q4: 1,714 shares; 2025Q1: 1,924 shares; 2025Q2: 2,188 shares; 2025Q3: 2,274 shares; 2025Q4: 2,347 shares 2,347 $845K 0.07% +73 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,919 shares 27,919 $843K 0.07% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,326 shares; 2025Q1: 1,240 shares; 2025Q2: 1,203 shares; 2025Q3: 1,113 shares; 2025Q4: 919 shares 919 $832K 0.07% -194 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: 51,791 shares; 2024Q4: 18,680 shares; 2025Q1: 15,700 shares; 2025Q2: 16,869 shares; 2025Q3: 14,047 shares; 2025Q4: 9,714 shares 9,714 $825K 0.07% -4,333 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 12,341 shares; 2025Q1: 13,348 shares; 2025Q2: 20,174 shares; 2025Q3: 21,031 shares; 2025Q4: 29,976 shares 29,976 $822K 0.07% +8,945 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 5,054 shares; 2025Q1: 4,539 shares; 2025Q2: 14,967 shares; 2025Q3: 12,636 shares; 2025Q4: 12,701 shares 12,701 $817K 0.07% +65 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: 2,517 shares; 2024Q4: 2,913 shares; 2025Q1: 2,951 shares; 2025Q2: 3,325 shares; 2025Q3: 1,191 shares; 2025Q4: 1,683 shares 1,683 $814K 0.07% +492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 4,518 shares; 2025Q4: 5,053 shares 5,053 $813K 0.07% +535 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: 3,668 shares; 2024Q4: 3,518 shares; 2025Q1: 2,040 shares; 2025Q2: 181,690 shares; 2025Q3: 180,498 shares; 2025Q4: 3,802 shares 3,802 $800K 0.06% -176,696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,886 shares 9,886 $797K 0.06% new 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: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,178 shares; 2025Q2: 1,367 shares; 2025Q3: 1,326 shares; 2025Q4: 1,624 shares 1,624 $796K 0.06% +298 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,010 shares; 2024Q4: 48,590 shares; 2025Q1: 49,935 shares; 2025Q2: 46,467 shares; 2025Q3: 49,805 shares; 2025Q4: 48,152 shares 48,152 $794K 0.06% -1,653 Timeline SPLB 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: not reported; 2025Q4: 35,067 shares 35,067 $792K 0.06% 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: 7,371 shares; 2024Q4: 12,491 shares; 2025Q1: 7,150 shares; 2025Q2: 7,646 shares; 2025Q3: 7,393 shares; 2025Q4: 7,847 shares 7,847 $792K 0.06% +454 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: 2,640 shares; 2025Q3: 3,734 shares; 2025Q4: 3,803 shares 3,803 $792K 0.06% +69 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: 1,974 shares; 2025Q3: 3,221 shares; 2025Q4: 3,260 shares 3,260 $790K 0.06% +39 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,100 shares; 2025Q1: 13,300 shares; 2025Q2: 11,862 shares; 2025Q3: 7,778 shares; 2025Q4: 8,886 shares 8,886 $774K 0.06% +1,108 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 1,732 shares; 2025Q1: 1,601 shares; 2025Q2: 1,409 shares; 2025Q3: 3,214 shares; 2025Q4: 3,519 shares 3,519 $764K 0.06% +305 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: 19,188 shares; 2024Q4: 19,216 shares; 2025Q1: not reported; 2025Q2: 17,998 shares; 2025Q3: 18,013 shares; 2025Q4: 18,496 shares 18,496 $756K 0.06% +483 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: 1,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 3,656 shares; 2025Q4: 2,929 shares 2,929 $753K 0.06% -727 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,972 shares; 2025Q1: 6,901 shares; 2025Q2: 7,128 shares; 2025Q3: 7,536 shares; 2025Q4: 7,299 shares 7,299 $751K 0.06% -237 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: 4,656 shares; 2024Q4: 7,628 shares; 2025Q1: 6,632 shares; 2025Q2: 7,091 shares; 2025Q3: 8,244 shares; 2025Q4: 7,976 shares 7,976 $743K 0.06% -268 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,323 shares; 2025Q1: 14,072 shares; 2025Q2: 17,514 shares; 2025Q3: 18,076 shares; 2025Q4: 17,557 shares 17,557 $735K 0.06% -519 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,658 shares; 2025Q4: 16,093 shares 16,093 $733K 0.06% +435 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: 3,804 shares; 2024Q4: 2,705 shares; 2025Q1: 2,133 shares; 2025Q2: 2,940 shares; 2025Q3: 3,442 shares; 2025Q4: 3,412 shares 3,412 $731K 0.06% -30 Timeline SHV 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: 6,372 shares; 2024Q4: 5,881 shares; 2025Q1: 6,297 shares; 2025Q2: 6,342 shares; 2025Q3: 6,396 shares; 2025Q4: 6,619 shares 6,619 $729K 0.06% +223 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: 2,217 shares; 2024Q4: 3,887 shares; 2025Q1: 3,927 shares; 2025Q2: 3,788 shares; 2025Q3: 4,302 shares; 2025Q4: 3,957 shares 3,957 $729K 0.06% -345 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: 10,136 shares; 2024Q4: 10,400 shares; 2025Q1: 10,242 shares; 2025Q2: 11,020 shares; 2025Q3: 13,345 shares; 2025Q4: 12,503 shares 12,503 $721K 0.06% -842 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,972 shares; 2024Q4: 63,092 shares; 2025Q1: 62,181 shares; 2025Q2: 56,193 shares; 2025Q3: 55,803 shares; 2025Q4: 39,303 shares 39,303 $716K 0.06% -16,500 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 5,393 shares; 2025Q1: 5,234 shares; 2025Q2: 5,131 shares; 2025Q3: 4,665 shares; 2025Q4: 4,429 shares 4,429 $716K 0.06% -236 Timeline OEF 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: 7,534 shares; 2025Q3: not reported; 2025Q4: 27,817 shares 27,817 $715K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,446 shares; 2025Q4: 2,496 shares 2,496 $712K 0.06% +50 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 5,246 shares; 2025Q2: 6,420 shares; 2025Q3: 6,041 shares; 2025Q4: 5,212 shares 5,212 $709K 0.06% -829 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: 1,133 shares; 2024Q4: 1,126 shares; 2025Q1: 1,326 shares; 2025Q2: 1,376 shares; 2025Q3: 1,823 shares; 2025Q4: 2,605 shares 2,605 $707K 0.06% +782 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,883 shares; 2025Q1: 7,214 shares; 2025Q2: 7,440 shares; 2025Q3: 7,143 shares; 2025Q4: 6,597 shares 6,597 $706K 0.06% -546 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: 18,858 shares; 2025Q2: 28,796 shares; 2025Q3: 26,267 shares; 2025Q4: 15,121 shares 15,121 $700K 0.06% -11,146 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: 4,427 shares; 2025Q1: 4,694 shares; 2025Q2: 4,857 shares; 2025Q3: 5,354 shares; 2025Q4: 5,341 shares 5,341 $700K 0.06% -13 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: 4,571 shares; 2024Q4: 5,137 shares; 2025Q1: 6,261 shares; 2025Q2: 5,609 shares; 2025Q3: 5,240 shares; 2025Q4: 5,693 shares 5,693 $699K 0.06% +453 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,796 shares; 2025Q1: 53,165 shares; 2025Q2: 53,665 shares; 2025Q3: 53,473 shares; 2025Q4: 59,496 shares 59,496 $698K 0.06% +6,023 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: 2,836 shares; 2024Q4: 3,134 shares; 2025Q1: 3,220 shares; 2025Q2: 2,913 shares; 2025Q3: 3,003 shares; 2025Q4: 3,016 shares 3,016 $698K 0.06% +13 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: 7,706 shares; 2024Q4: 5,914 shares; 2025Q1: 5,339 shares; 2025Q2: 4,819 shares; 2025Q3: 4,778 shares; 2025Q4: 8,654 shares 8,654 $695K 0.06% +3,876 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,146 shares; 2025Q1: 6,937 shares; 2025Q2: 6,982 shares; 2025Q3: 6,996 shares; 2025Q4: 6,769 shares 6,769 $694K 0.06% -227 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: 845 shares; 2024Q4: 864 shares; 2025Q1: 951 shares; 2025Q2: 917 shares; 2025Q3: 737 shares; 2025Q4: 786 shares 786 $691K 0.06% +49 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: 14,309 shares; 2024Q4: 14,710 shares; 2025Q1: 14,342 shares; 2025Q2: 16,070 shares; 2025Q3: 17,298 shares; 2025Q4: 16,881 shares 16,881 $688K 0.06% -417 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: 4,004 shares; 2024Q4: 19,518 shares; 2025Q1: 19,427 shares; 2025Q2: 19,333 shares; 2025Q3: 26,649 shares; 2025Q4: 26,199 shares 26,199 $687K 0.06% -450 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,161 shares 56,161 $685K 0.06% new Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 25,405 shares; 2025Q1: 25,405 shares; 2025Q2: 25,405 shares; 2025Q3: 25,405 shares; 2025Q4: 25,405 shares 25,405 $680K 0.05% 0 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: 6,053 shares; 2024Q4: 6,385 shares; 2025Q1: 6,660 shares; 2025Q2: 7,017 shares; 2025Q3: 6,534 shares; 2025Q4: 12,589 shares 12,589 $672K 0.05% +6,055 Timeline IEF 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: 462,161 shares; 2024Q4: 371,950 shares; 2025Q1: 393,324 shares; 2025Q2: 5,252 shares; 2025Q3: 5,606 shares; 2025Q4: 6,947 shares 6,947 $668K 0.05% +1,341 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: 1,532 shares; 2024Q4: 2,266 shares; 2025Q1: 2,662 shares; 2025Q2: 2,689 shares; 2025Q3: 2,325 shares; 2025Q4: 2,511 shares 2,511 $665K 0.05% +186 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: 2,097 shares; 2024Q4: 2,120 shares; 2025Q1: 2,075 shares; 2025Q2: 2,141 shares; 2025Q3: 2,139 shares; 2025Q4: 2,576 shares 2,576 $663K 0.05% +437 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: 6,069 shares; 2024Q4: 6,584 shares; 2025Q1: 6,280 shares; 2025Q2: 6,287 shares; 2025Q3: 6,220 shares; 2025Q4: 7,397 shares 7,397 $662K 0.05% +1,177 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: 4,095 shares; 2024Q4: 3,955 shares; 2025Q1: 3,869 shares; 2025Q2: 4,723 shares; 2025Q3: 4,559 shares; 2025Q4: 5,125 shares 5,125 $661K 0.05% +566 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: 6,799 shares; 2025Q2: 2,973 shares; 2025Q3: 4,005 shares; 2025Q4: 3,860 shares 3,860 $661K 0.05% -145 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,004 shares; 2025Q1: 2,719 shares; 2025Q2: 3,542 shares; 2025Q3: 5,268 shares; 2025Q4: 6,358 shares 6,358 $659K 0.05% +1,090 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: 2,209 shares; 2024Q4: 2,277 shares; 2025Q1: 2,251 shares; 2025Q2: 2,649 shares; 2025Q3: 2,923 shares; 2025Q4: 2,995 shares 2,995 $650K 0.05% +72 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 83 shares; 2025Q3: 91 shares; 2025Q4: 121 shares 121 $648K 0.05% +30 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 10,052 shares; 2025Q1: 9,311 shares; 2025Q2: 9,563 shares; 2025Q3: 9,681 shares; 2025Q4: 7,274 shares 7,274 $642K 0.05% -2,407 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: not reported; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: 1,670 shares; 2025Q3: 1,772 shares; 2025Q4: 1,830 shares 1,830 $642K 0.05% +58 Timeline VOTE TCW ETF TRUST More: the full row for TCW 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: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares; 2025Q4: 7,979 shares 7,979 $640K 0.05% +13 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,050 shares; 2025Q1: 1,262 shares; 2025Q2: 1,244 shares; 2025Q3: 1,356 shares; 2025Q4: 1,370 shares 1,370 $640K 0.05% +14 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: 1,156 shares; 2024Q4: 1,323 shares; 2025Q1: 925 shares; 2025Q2: 1,404 shares; 2025Q3: 1,482 shares; 2025Q4: 2,648 shares 2,648 $639K 0.05% +1,166 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,688 shares; 2024Q4: 45,270 shares; 2025Q1: 47,329 shares; 2025Q2: 45,614 shares; 2025Q3: 46,023 shares; 2025Q4: 49,405 shares 49,405 $637K 0.05% +3,382 Timeline GVI 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: 2,573 shares; 2024Q4: 3,610 shares; 2025Q1: 5,143 shares; 2025Q2: 5,309 shares; 2025Q3: 5,608 shares; 2025Q4: 5,907 shares 5,907 $634K 0.05% +299 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,419 shares; 2024Q4: 16,359 shares; 2025Q1: 18,319 shares; 2025Q2: 18,885 shares; 2025Q3: 8,592 shares; 2025Q4: 7,852 shares 7,852 $632K 0.05% -740 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: 656 shares; 2024Q4: 658 shares; 2025Q1: 775 shares; 2025Q2: 971 shares; 2025Q3: 917 shares; 2025Q4: 1,794 shares 1,794 $630K 0.05% +877 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: 15,389 shares; 2024Q4: 15,339 shares; 2025Q1: 3,658 shares; 2025Q2: 8,460 shares; 2025Q3: 7,900 shares; 2025Q4: 7,784 shares 7,784 $621K 0.05% -116 Timeline WCMI 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: 18,011 shares; 2025Q1: 23,981 shares; 2025Q2: 28,011 shares; 2025Q3: 33,358 shares; 2025Q4: 36,458 shares 36,458 $620K 0.05% +3,100 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,096 shares; 2025Q1: 31,463 shares; 2025Q2: 29,353 shares; 2025Q3: 27,835 shares; 2025Q4: 22,439 shares 22,439 $610K 0.05% -5,396 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 1,090 shares; 2025Q2: 1,185 shares; 2025Q3: 1,422 shares; 2025Q4: 1,558 shares 1,558 $609K 0.05% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,061 shares; 2025Q3: 1,677 shares; 2025Q4: 1,720 shares 1,720 $608K 0.05% +43 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 5,369 shares; 2025Q1: 5,408 shares; 2025Q2: 5,303 shares; 2025Q3: 4,844 shares; 2025Q4: 4,444 shares 4,444 $603K 0.05% -400 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,278 shares; 2025Q1: 2,837 shares; 2025Q2: 2,819 shares; 2025Q3: 2,474 shares; 2025Q4: 2,177 shares 2,177 $599K 0.05% -297 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: 3,382 shares; 2024Q4: 3,865 shares; 2025Q1: 4,290 shares; 2025Q2: 4,320 shares; 2025Q3: 4,434 shares; 2025Q4: 3,141 shares 3,141 $591K 0.05% -1,293 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 843 shares; 2025Q1: 999 shares; 2025Q2: 1,211 shares; 2025Q3: 1,535 shares; 2025Q4: 1,678 shares 1,678 $587K 0.05% +143 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: 2,959 shares; 2024Q4: 1,876 shares; 2025Q1: 1,942 shares; 2025Q2: 770 shares; 2025Q3: 875 shares; 2025Q4: 999 shares 999 $579K 0.05% +124 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: 3,124 shares; 2024Q4: 3,329 shares; 2025Q1: 3,479 shares; 2025Q2: 3,593 shares; 2025Q3: 3,469 shares; 2025Q4: 3,741 shares 3,741 $577K 0.05% +272 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 16,173 shares; 2025Q4: 19,112 shares 19,112 $577K 0.05% +2,939 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED 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: 20,728 shares; 2025Q3: 23,278 shares; 2025Q4: 24,812 shares 24,812 $572K 0.05% +1,534 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: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares; 2025Q4: 12,200 shares 12,200 $569K 0.05% +1 Timeline HGER 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: 10,960 shares; 2024Q4: 10,436 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 16,026 shares; 2025Q4: 22,863 shares 22,863 $567K 0.05% +6,837 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: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 4,272 shares; 2025Q3: 4,832 shares; 2025Q4: 4,859 shares 4,859 $567K 0.05% +27 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: 3,646 shares; 2024Q4: 4,123 shares; 2025Q1: 4,711 shares; 2025Q2: 4,745 shares; 2025Q3: 4,806 shares; 2025Q4: 6,004 shares 6,004 $562K 0.05% +1,198 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: 2,352 shares; 2024Q4: 2,766 shares; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 3,770 shares; 2025Q4: 3,433 shares 3,433 $556K 0.04% -337 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,194 shares; 2025Q1: 1,497 shares; 2025Q2: 1,247 shares; 2025Q3: 1,066 shares; 2025Q4: 3,075 shares 3,075 $540K 0.04% +2,009 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,469 shares; 2024Q4: 9,615 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 13,151 shares; 2025Q4: 13,878 shares 13,878 $531K 0.04% +727 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,449 shares; 2025Q1: 2,115 shares; 2025Q2: 2,484 shares; 2025Q3: 2,664 shares; 2025Q4: 2,957 shares 2,957 $528K 0.04% +293 Timeline ITWO 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: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 11,197 shares; 2025Q3: 14,496 shares; 2025Q4: 13,275 shares 13,275 $527K 0.04% -1,221 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: 2,313 shares; 2025Q4: 2,387 shares 2,387 $524K 0.04% +74 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: 7,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 5,208 shares 5,208 $523K 0.04% +2,313 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,633 shares; 2024Q4: 8,986 shares; 2025Q1: 7,855 shares; 2025Q2: 8,998 shares; 2025Q3: 10,883 shares; 2025Q4: 10,228 shares 10,228 $520K 0.04% -655 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 1,028 shares; 2025Q2: 973 shares; 2025Q3: 1,284 shares; 2025Q4: 1,624 shares 1,624 $520K 0.04% +340 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: 1,629 shares; 2024Q4: 1,553 shares; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 3,115 shares; 2025Q4: 3,132 shares 3,132 $509K 0.04% +17 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L 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: 10,289 shares; 2025Q4: 8,518 shares 8,518 $508K 0.04% -1,771 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: 4,138 shares; 2024Q4: 18,059 shares; 2025Q1: 20,090 shares; 2025Q2: 20,687 shares; 2025Q3: 15,440 shares; 2025Q4: 15,381 shares 15,381 $502K 0.04% -59 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 6,600 shares; 2025Q1: 6,498 shares; 2025Q2: 6,284 shares; 2025Q3: 6,019 shares; 2025Q4: 5,004 shares 5,004 $499K 0.04% -1,015 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: 449 shares; 2025Q1: 473 shares; 2025Q2: 502 shares; 2025Q3: 640 shares; 2025Q4: 560 shares 560 $493K 0.04% -80 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: 12,863 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,084 shares; 2025Q4: 2,384 shares 2,384 $489K 0.04% +300 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,426 shares; 2024Q4: 2,616 shares; 2025Q1: 1,858 shares; 2025Q2: 1,711 shares; 2025Q3: 2,750 shares; 2025Q4: 3,023 shares 3,023 $486K 0.04% +273 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,390 shares; 2025Q1: 1,697 shares; 2025Q2: 2,234 shares; 2025Q3: 2,269 shares; 2025Q4: 2,445 shares 2,445 $484K 0.04% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares 4,867 $483K 0.04% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 1,946 shares; 2025Q1: 1,778 shares; 2025Q2: 1,696 shares; 2025Q3: 1,439 shares; 2025Q4: 1,336 shares 1,336 $477K 0.04% -103 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 1,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 2,032 shares 2,032 $476K 0.04% +510 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 13,955 shares; 2025Q1: 16,091 shares; 2025Q2: 20,031 shares; 2025Q3: 18,852 shares; 2025Q4: 17,305 shares 17,305 $471K 0.04% -1,547 Timeline EEM 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: 8,161 shares; 2025Q3: 8,478 shares; 2025Q4: 8,590 shares 8,590 $470K 0.04% +112 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: 4,190 shares; 2024Q4: 5,457 shares; 2025Q1: 5,994 shares; 2025Q2: 7,531 shares; 2025Q3: 7,540 shares; 2025Q4: 8,612 shares 8,612 $465K 0.04% +1,072 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,066 shares; 2025Q1: 1,137 shares; 2025Q2: 1,042 shares; 2025Q3: 867 shares; 2025Q4: 380 shares 380 $462K 0.04% -487 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,093 shares; 2025Q1: 1,239 shares; 2025Q2: 1,144 shares; 2025Q3: 995 shares; 2025Q4: 1,076 shares 1,076 $459K 0.04% +81 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 3,600 shares; 2025Q3: 3,723 shares; 2025Q4: 4,063 shares 4,063 $454K 0.04% +340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 2,409 shares 2,409 $447K 0.04% +163 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: 2,330 shares; 2024Q4: 2,441 shares; 2025Q1: 2,681 shares; 2025Q2: 2,612 shares; 2025Q3: 2,254 shares; 2025Q4: 2,201 shares 2,201 $447K 0.04% -53 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: 2,639 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 2,983 shares; 2025Q3: 3,503 shares; 2025Q4: 3,001 shares 3,001 $446K 0.04% -502 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: 1,129 shares; 2024Q4: 1,328 shares; 2025Q1: 1,491 shares; 2025Q2: 1,682 shares; 2025Q3: 1,688 shares; 2025Q4: 2,281 shares 2,281 $445K 0.04% +593 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: 9,691 shares; 2024Q4: 10,474 shares; 2025Q1: 13,053 shares; 2025Q2: 11,174 shares; 2025Q3: 11,534 shares; 2025Q4: 12,015 shares 12,015 $443K 0.04% +481 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,553 shares; 2025Q4: 7,554 shares 7,554 $439K 0.04% +1 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,517 shares; 2024Q4: 13,869 shares; 2025Q1: 13,212 shares; 2025Q2: 11,776 shares; 2025Q3: 9,588 shares; 2025Q4: 10,106 shares 10,106 $438K 0.04% +518 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,194 shares; 2025Q3: 5,644 shares; 2025Q4: 5,381 shares 5,381 $437K 0.04% -263 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: not reported; 2024Q4: 1,168 shares; 2025Q1: 1,185 shares; 2025Q2: 1,153 shares; 2025Q3: 1,156 shares; 2025Q4: 981 shares 981 $436K 0.04% -175 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,501 shares; 2025Q1: 5,378 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,462 shares 5,462 $435K 0.04% +233 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 10,586 shares; 2025Q1: 839,416 shares; 2025Q2: 17,003 shares; 2025Q3: 13,006 shares; 2025Q4: 16,877 shares 16,877 $435K 0.04% +3,871 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 5,425 shares; 2025Q4: 5,743 shares 5,743 $434K 0.03% +318 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: 4,536 shares; 2024Q4: 4,863 shares; 2025Q1: 4,900 shares; 2025Q2: 5,441 shares; 2025Q3: 6,133 shares; 2025Q4: 6,542 shares 6,542 $432K 0.03% +409 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,890 shares 8,890 $428K 0.03% new 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: 614 shares; 2025Q3: 549 shares; 2025Q4: 458 shares 458 $428K 0.03% -91 Timeline IBDS 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: 17,556 shares 17,556 $426K 0.03% new 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: 7,504 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares 7,504 $425K 0.03% 0 Timeline XPO XPO INC More: the full row for XPO 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: 3,119 shares; 2025Q4: 3,125 shares 3,125 $425K 0.03% +6 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 11,924 shares 11,924 $423K 0.03% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 6,315 shares; 2025Q1: 6,290 shares; 2025Q2: 7,042 shares; 2025Q3: 10,327 shares; 2025Q4: 11,559 shares 11,559 $422K 0.03% +1,232 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: 2,563 shares; 2024Q4: 2,396 shares; 2025Q1: 3,165 shares; 2025Q2: 2,264 shares; 2025Q3: 2,292 shares; 2025Q4: 2,627 shares 2,627 $421K 0.03% +335 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: 16,118 shares; 2024Q4: 9,150 shares; 2025Q1: 8,135 shares; 2025Q2: 7,658 shares; 2025Q3: 6,334 shares; 2025Q4: 5,996 shares 5,996 $420K 0.03% -338 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: 8,639 shares; 2024Q4: 8,658 shares; 2025Q1: 8,651 shares; 2025Q2: 11,226 shares; 2025Q3: 11,236 shares; 2025Q4: 11,553 shares 11,553 $419K 0.03% +317 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 7,748 shares; 2025Q1: 7,748 shares; 2025Q2: 7,748 shares; 2025Q3: 7,748 shares; 2025Q4: 7,748 shares 7,748 $414K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,287 shares; 2025Q1: 1,265 shares; 2025Q2: 1,490 shares; 2025Q3: 1,409 shares; 2025Q4: 1,410 shares 1,410 $409K 0.03% +1 Timeline RSPE 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: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares; 2025Q4: 13,680 shares 13,680 $408K 0.03% +498 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,052 shares; 2025Q1: 5,933 shares; 2025Q2: 5,739 shares; 2025Q3: 5,475 shares; 2025Q4: 6,375 shares 6,375 $405K 0.03% +900 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: 15,753 shares; 2024Q4: 9,062 shares; 2025Q1: 8,329 shares; 2025Q2: 8,000 shares; 2025Q3: 6,685 shares; 2025Q4: 6,732 shares 6,732 $404K 0.03% +47 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,103 shares; 2025Q1: 6,131 shares; 2025Q2: 6,322 shares; 2025Q3: 5,356 shares; 2025Q4: 4,923 shares 4,923 $404K 0.03% -433 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: not reported; 2024Q4: not reported; 2025Q1: 3,531 shares; 2025Q2: 3,525 shares; 2025Q3: 3,225 shares; 2025Q4: 3,470 shares 3,470 $403K 0.03% +245 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 1,804 shares; 2025Q1: 1,192 shares; 2025Q2: 1,314 shares; 2025Q3: 2,263 shares; 2025Q4: 2,472 shares 2,472 $400K 0.03% +209 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: 3,761 shares; 2024Q4: 3,626 shares; 2025Q1: 3,542 shares; 2025Q2: 4,050 shares; 2025Q3: 3,637 shares; 2025Q4: 3,545 shares 3,545 $400K 0.03% -92 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 21,126 shares; 2025Q1: 21,520 shares; 2025Q2: 23,158 shares; 2025Q3: 21,386 shares; 2025Q4: 16,540 shares 16,540 $398K 0.03% -4,846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,353 shares 1,353 $397K 0.03% +57 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,619 shares; 2025Q1: 15,662 shares; 2025Q2: 15,812 shares; 2025Q3: 15,613 shares; 2025Q4: 14,229 shares 14,229 $397K 0.03% -1,384 Timeline SHM 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: 4,375 shares; 2024Q4: 5,300 shares; 2025Q1: 4,832 shares; 2025Q2: 6,920 shares; 2025Q3: 7,172 shares; 2025Q4: 8,249 shares 8,249 $396K 0.03% +1,077 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,150 shares; 2025Q1: 5,315 shares; 2025Q2: 5,612 shares; 2025Q3: 5,698 shares; 2025Q4: 8,605 shares 8,605 $395K 0.03% +2,907 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: 1,913 shares; 2024Q4: 1,934 shares; 2025Q1: 1,676 shares; 2025Q2: 1,219 shares; 2025Q3: 1,769 shares; 2025Q4: 1,234 shares 1,234 $393K 0.03% -535 Timeline RSPT 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: 8,393 shares; 2025Q1: 8,673 shares; 2025Q2: 8,737 shares; 2025Q3: 8,688 shares; 2025Q4: 8,622 shares 8,622 $392K 0.03% -66 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: 5,055 shares; 2024Q4: 5,462 shares; 2025Q1: 5,694 shares; 2025Q2: 5,493 shares; 2025Q3: 5,504 shares; 2025Q4: 5,785 shares 5,785 $389K 0.03% +281 Timeline IXUS 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: 4,754 shares; 2024Q4: 4,626 shares; 2025Q1: 4,624 shares; 2025Q2: 4,643 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares 4,591 $389K 0.03% 0 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,675 shares; 2024Q4: 36,164 shares; 2025Q1: 36,156 shares; 2025Q2: 36,156 shares; 2025Q3: 36,156 shares; 2025Q4: 36,156 shares 36,156 $384K 0.03% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: 616 shares 616 $384K 0.03% +42 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,179 shares; 2025Q1: 5,297 shares; 2025Q2: 5,351 shares; 2025Q3: 4,860 shares; 2025Q4: 5,528 shares 5,528 $384K 0.03% +668 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 118 shares; 2025Q1: 121 shares; 2025Q2: 118 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $383K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 607 shares; 2025Q3: 586 shares; 2025Q4: 625 shares 625 $382K 0.03% +39 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 4,615 shares; 2025Q4: 4,850 shares 4,850 $380K 0.03% +235 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $379K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares 1,527 $377K 0.03% new Timeline HYS 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: 4,124 shares; 2024Q4: 3,974 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares 3,973 $377K 0.03% 0 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: 685 shares; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 941 shares; 2025Q3: 1,073 shares; 2025Q4: 1,098 shares 1,098 $370K 0.03% +25 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: 5,789 shares; 2024Q4: 5,894 shares; 2025Q1: 5,908 shares; 2025Q2: 3,308 shares; 2025Q3: 3,276 shares; 2025Q4: 3,316 shares 3,316 $368K 0.03% +40 Timeline SHY 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: 4,415 shares 4,415 $366K 0.03% new Timeline RWJ 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: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $365K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,596 shares 2,596 $355K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 2,388 shares; 2025Q3: not reported; 2025Q4: 4,436 shares 4,436 $351K 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: 803 shares; 2025Q1: 841 shares; 2025Q2: 835 shares; 2025Q3: 834 shares; 2025Q4: 900 shares 900 $350K 0.03% +66 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 3,629 shares 3,629 $349K 0.03% new 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: 4,704 shares; 2024Q4: 4,333 shares; 2025Q1: 3,181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares 5,421 $345K 0.03% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,593 shares; 2024Q4: 9,883 shares; 2025Q1: 9,828 shares; 2025Q2: 9,673 shares; 2025Q3: 7,642 shares; 2025Q4: 7,370 shares 7,370 $343K 0.03% -272 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,650 shares; 2024Q4: 80,042 shares; 2025Q1: 118,486 shares; 2025Q2: 99,977 shares; 2025Q3: 112,295 shares; 2025Q4: 5,907 shares 5,907 $342K 0.03% -106,388 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: 5,951 shares; 2024Q4: 2,198 shares; 2025Q1: 1,551 shares; 2025Q2: 1,563 shares; 2025Q3: 1,651 shares; 2025Q4: 1,741 shares 1,741 $338K 0.03% +90 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,675 shares 11,675 $336K 0.03% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 2,440 shares; 2025Q1: 2,301 shares; 2025Q2: 2,226 shares; 2025Q3: 1,717 shares; 2025Q4: 1,842 shares 1,842 $336K 0.03% +125 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: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,103 shares; 2025Q4: 1,627 shares 1,627 $334K 0.03% +524 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: 1,043 shares; 2024Q4: 811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 936 shares 936 $330K 0.03% +20 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: 750 shares; 2024Q4: 766 shares; 2025Q1: 775 shares; 2025Q2: 833 shares; 2025Q3: 619 shares; 2025Q4: 632 shares 632 $330K 0.03% +13 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: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares; 2025Q4: 10,079 shares 10,079 $330K 0.03% +28 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,493 shares; 2025Q2: 1,337 shares; 2025Q3: 1,532 shares; 2025Q4: 1,649 shares 1,649 $328K 0.03% +117 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,848 shares 2,848 $327K 0.03% new Timeline IBTG 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: 14,240 shares 14,240 $326K 0.03% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,519 shares; 2025Q1: 6,552 shares; 2025Q2: 6,552 shares; 2025Q3: 5,972 shares; 2025Q4: 5,504 shares 5,504 $325K 0.03% -468 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,171 shares; 2025Q1: 1,124 shares; 2025Q2: 1,022 shares; 2025Q3: 1,025 shares; 2025Q4: 959 shares 959 $323K 0.03% -66 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 230 shares; 2025Q1: 213 shares; 2025Q2: 158 shares; 2025Q3: 148 shares; 2025Q4: 191 shares 191 $323K 0.03% +43 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 2,653 shares; 2025Q1: 2,447 shares; 2025Q2: 2,675 shares; 2025Q3: 2,117 shares; 2025Q4: 1,996 shares 1,996 $318K 0.03% -121 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: 4,300 shares; 2024Q4: 4,340 shares; 2025Q1: 4,401 shares; 2025Q2: 4,222 shares; 2025Q3: 4,309 shares; 2025Q4: 4,027 shares 4,027 $318K 0.03% -282 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 706 shares; 2025Q3: 823 shares; 2025Q4: 650 shares 650 $317K 0.03% -173 Timeline SHEL SHELL PLC More: the full row for SHELL 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: not reported; 2025Q4: 4,298 shares 4,298 $316K 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,597 shares 11,597 $314K 0.03% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 7,598 shares 7,598 $312K 0.03% +1,896 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 2,055 shares; 2025Q2: 2,132 shares; 2025Q3: 2,155 shares; 2025Q4: 2,054 shares 2,054 $312K 0.03% -101 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: 3,428 shares; 2025Q2: 3,829 shares; 2025Q3: 4,172 shares; 2025Q4: 4,066 shares 4,066 $312K 0.03% -106 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 4,965 shares; 2025Q1: 4,040 shares; 2025Q2: 3,784 shares; 2025Q3: 3,597 shares; 2025Q4: 3,603 shares 3,603 $311K 0.03% +6 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 19,499 shares; 2025Q1: 20,457 shares; 2025Q2: 21,026 shares; 2025Q3: 21,642 shares; 2025Q4: 22,296 shares 22,296 $310K 0.02% +654 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: 2,263 shares; 2024Q4: not reported; 2025Q1: 1,818 shares; 2025Q2: not reported; 2025Q3: 1,825 shares; 2025Q4: 2,427 shares 2,427 $310K 0.02% +602 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,392 shares; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 4,642 shares; 2025Q4: 4,464 shares 4,464 $310K 0.02% -178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,231 shares 2,231 $307K 0.02% +91 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 1,955 shares; 2025Q1: 1,789 shares; 2025Q2: 1,637 shares; 2025Q3: 1,296 shares; 2025Q4: 1,275 shares 1,275 $307K 0.02% -21 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,009 shares; 2025Q1: 10,316 shares; 2025Q2: 10,261 shares; 2025Q3: 10,307 shares; 2025Q4: 10,161 shares 10,161 $306K 0.02% -146 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: 3,503 shares; 2025Q4: 3,480 shares 3,480 $305K 0.02% -23 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,411 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $303K 0.02% 0 Timeline IBDV 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: 13,709 shares 13,709 $303K 0.02% new 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: 5,886 shares 5,886 $299K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 371 shares; 2025Q4: 442 shares 442 $298K 0.02% +71 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: 9,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares 2,983 $292K 0.02% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,148 shares 1,148 $291K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,953 shares; 2025Q3: 4,471 shares; 2025Q4: 4,958 shares 4,958 $290K 0.02% +487 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: not reported; 2025Q3: 837 shares; 2025Q4: 878 shares 878 $285K 0.02% +41 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: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares; 2025Q4: 3,811 shares 3,811 $283K 0.02% +8 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 702 shares; 2025Q1: 635 shares; 2025Q2: 690 shares; 2025Q3: 562 shares; 2025Q4: 551 shares 551 $281K 0.02% -11 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: 6,574 shares; 2024Q4: 5,676 shares; 2025Q1: 7,056 shares; 2025Q2: 2,785 shares; 2025Q3: 2,750 shares; 2025Q4: 2,932 shares 2,932 $281K 0.02% +182 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 1,072 shares; 2025Q4: 1,245 shares 1,245 $281K 0.02% +173 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: 1,134 shares; 2025Q1: 1,221 shares; 2025Q2: 1,248 shares; 2025Q3: 1,272 shares; 2025Q4: 1,253 shares 1,253 $280K 0.02% -19 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL 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: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares 3,771 $279K 0.02% 0 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: not reported; 2025Q3: 984 shares; 2025Q4: 999 shares 999 $275K 0.02% +15 Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,477 shares 3,477 $274K 0.02% +147 Timeline SCHR 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: 9,171 shares; 2025Q3: 9,839 shares; 2025Q4: 10,883 shares 10,883 $273K 0.02% +1,044 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 2,940 shares 2,940 $272K 0.02% -16 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 5,185 shares; 2025Q1: 4,517 shares; 2025Q2: 4,204 shares; 2025Q3: 3,385 shares; 2025Q4: 3,304 shares 3,304 $271K 0.02% -81 Timeline CRPT 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: 17,974 shares; 2024Q4: 18,142 shares; 2025Q1: 19,032 shares; 2025Q2: 17,906 shares; 2025Q3: 17,906 shares; 2025Q4: 17,975 shares 17,975 $270K 0.02% +69 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 1,178 shares; 2025Q1: 1,094 shares; 2025Q2: 793 shares; 2025Q3: 624 shares; 2025Q4: 553 shares 553 $268K 0.02% -71 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,651 shares; 2024Q4: 11,004 shares; 2025Q1: 10,148 shares; 2025Q2: 9,502 shares; 2025Q3: 7,562 shares; 2025Q4: 7,030 shares 7,030 $268K 0.02% -532 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 1,746 shares 1,746 $267K 0.02% -99 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,988 shares; 2025Q1: 15,296 shares; 2025Q2: 14,901 shares; 2025Q3: 14,521 shares; 2025Q4: 12,991 shares 12,991 $266K 0.02% -1,530 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: 1,152 shares; 2024Q4: 1,235 shares; 2025Q1: 1,509 shares; 2025Q2: 1,520 shares; 2025Q3: 1,131 shares; 2025Q4: 953 shares 953 $266K 0.02% -178 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS 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: not reported; 2025Q2: not reported; 2025Q3: 10,357 shares; 2025Q4: 16,242 shares 16,242 $266K 0.02% +5,885 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,305 shares; 2025Q3: 1,308 shares; 2025Q4: 1,344 shares 1,344 $265K 0.02% +36 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 9,200 shares 9,200 $264K 0.02% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: not reported; 2025Q4: 2,661 shares 2,661 $263K 0.02% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 4,331 shares; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 2,915 shares 2,915 $260K 0.02% +378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,998 shares; 2025Q4: 9,650 shares 9,650 $260K 0.02% +652 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,172 shares; 2025Q1: 3,207 shares; 2025Q2: 3,256 shares; 2025Q3: 3,171 shares; 2025Q4: 2,965 shares 2,965 $259K 0.02% -206 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 11,082 shares; 2025Q1: 11,082 shares; 2025Q2: 9,645 shares; 2025Q3: 11,082 shares; 2025Q4: 9,645 shares 9,645 $258K 0.02% -1,437 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 770 shares; 2025Q1: 729 shares; 2025Q2: 741 shares; 2025Q3: 650 shares; 2025Q4: 663 shares 663 $258K 0.02% +13 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 14,234 shares; 2025Q1: 14,298 shares; 2025Q2: 14,359 shares; 2025Q3: 14,358 shares; 2025Q4: 14,431 shares 14,431 $257K 0.02% +73 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,498 shares; 2025Q4: 1,558 shares 1,558 $251K 0.02% +60 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,155 shares; 2025Q1: 1,240 shares; 2025Q2: 1,090 shares; 2025Q3: 1,051 shares; 2025Q4: 1,047 shares 1,047 $251K 0.02% -4 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: 831 shares; 2024Q4: 883 shares; 2025Q1: 932 shares; 2025Q2: 939 shares; 2025Q3: 885 shares; 2025Q4: 871 shares 871 $251K 0.02% -14 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: 147,393 shares; 2024Q4: 35,482 shares; 2025Q1: 42,309 shares; 2025Q2: 39,718 shares; 2025Q3: 41,446 shares; 2025Q4: 4,482 shares 4,482 $245K 0.02% -36,964 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: 2,542 shares; 2024Q4: 2,814 shares; 2025Q1: 3,300 shares; 2025Q2: 3,693 shares; 2025Q3: 2,549 shares; 2025Q4: 2,573 shares 2,573 $245K 0.02% +24 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: 21,068 shares; 2024Q4: 18,007 shares; 2025Q1: 17,707 shares; 2025Q2: 18,092 shares; 2025Q3: 20,417 shares; 2025Q4: 6,622 shares 6,622 $245K 0.02% -13,795 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,052 shares 7,052 $243K 0.02% new 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: not reported; 2024Q4: 1,393 shares; 2025Q1: not reported; 2025Q2: 1,447 shares; 2025Q3: 1,381 shares; 2025Q4: 1,210 shares 1,210 $242K 0.02% -171 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,516 shares; 2025Q1: 2,419 shares; 2025Q2: 2,572 shares; 2025Q3: 2,163 shares; 2025Q4: 2,150 shares 2,150 $241K 0.02% -13 Timeline DGRO 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: 3,946 shares; 2025Q3: 3,950 shares; 2025Q4: 3,473 shares 3,473 $241K 0.02% -477 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 1,662 shares; 2025Q1: 2,403 shares; 2025Q2: 2,629 shares; 2025Q3: 2,073 shares; 2025Q4: 2,060 shares 2,060 $241K 0.02% -13 Timeline SUSA 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: 3,077 shares; 2024Q4: 2,790 shares; 2025Q1: 2,267 shares; 2025Q2: 1,711 shares; 2025Q3: 1,714 shares; 2025Q4: 1,717 shares 1,717 $239K 0.02% +3 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,139 shares; 2024Q4: 29,299 shares; 2025Q1: 29,364 shares; 2025Q2: 29,494 shares; 2025Q3: 29,623 shares; 2025Q4: 29,490 shares 29,490 $239K 0.02% -133 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: 2,437 shares; 2024Q4: 2,490 shares; 2025Q1: 2,587 shares; 2025Q2: 2,826 shares; 2025Q3: 2,800 shares; 2025Q4: 2,949 shares 2,949 $237K 0.02% +149 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: 2,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares 1,054 $235K 0.02% new Timeline IBDT 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: 9,149 shares 9,149 $233K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,983 shares 3,983 $233K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 5,993 shares 5,993 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,688 shares 8,688 $229K 0.02% new Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL 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: 513 shares; 2025Q3: 507 shares; 2025Q4: 512 shares 512 $228K 0.02% +5 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: 5,093 shares; 2024Q4: 2,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,484 shares 2,484 $227K 0.02% new 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: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,801 shares; 2025Q2: 2,827 shares; 2025Q3: 2,858 shares; 2025Q4: 2,927 shares 2,927 $227K 0.02% +69 Timeline FNDF 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: 5,290 shares; 2025Q3: 5,290 shares; 2025Q4: 4,998 shares 4,998 $226K 0.02% -292 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares 4,308 $226K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,764 shares 1,764 $225K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 595 shares; 2025Q3: not reported; 2025Q4: 533 shares 533 $225K 0.02% new 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: 8,217 shares; 2025Q2: 8,407 shares; 2025Q3: 8,516 shares; 2025Q4: 9,178 shares 9,178 $224K 0.02% +662 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 1,437 shares; 2025Q1: 1,177 shares; 2025Q2: 395 shares; 2025Q3: 380 shares; 2025Q4: 387 shares 387 $222K 0.02% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,011 shares; 2025Q3: 6,525 shares; 2025Q4: 6,754 shares 6,754 $221K 0.02% +229 Timeline IBDR 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: 9,109 shares 9,109 $221K 0.02% new 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: 2,780 shares; 2024Q4: 2,486 shares; 2025Q1: 2,248 shares; 2025Q2: 2,226 shares; 2025Q3: not reported; 2025Q4: 1,689 shares 1,689 $220K 0.02% new 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: 74,635 shares; 2024Q4: 64,316 shares; 2025Q1: 66,930 shares; 2025Q2: 36,276 shares; 2025Q3: 7,939 shares; 2025Q4: 3,668 shares 3,668 $220K 0.02% -4,271 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 5,300 shares 5,300 $219K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,751 shares; 2025Q1: 2,853 shares; 2025Q2: 3,345 shares; 2025Q3: 3,435 shares; 2025Q4: 2,084 shares 2,084 $219K 0.02% -1,351 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 2,046 shares 2,046 $218K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,731 shares; 2025Q3: 2,728 shares; 2025Q4: 2,743 shares 2,743 $218K 0.02% +15 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: 4,409 shares; 2024Q4: 4,548 shares; 2025Q1: 2,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,560 shares 2,560 $216K 0.02% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 1,323 shares; 2025Q1: 1,270 shares; 2025Q2: 1,119 shares; 2025Q3: 933 shares; 2025Q4: 939 shares 939 $215K 0.02% +6 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: not reported; 2024Q4: 9,986 shares; 2025Q1: 9,017 shares; 2025Q2: 8,891 shares; 2025Q3: 2,501 shares; 2025Q4: 1,993 shares 1,993 $213K 0.02% -508 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843 shares 843 $213K 0.02% new Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,989 shares 8,989 $213K 0.02% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 2,407 shares; 2025Q1: 2,527 shares; 2025Q2: 3,037 shares; 2025Q3: 2,354 shares; 2025Q4: 2,348 shares 2,348 $211K 0.02% -6 Timeline ESGU 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: 2,597 shares; 2024Q4: 2,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418 $211K 0.02% new 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: not reported; 2025Q4: 2,240 shares 2,240 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,283 shares 4,283 $211K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471 shares 2,471 $211K 0.02% 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: 1,168 shares 1,168 $210K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,721 shares 1,721 $210K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,415 shares; 2025Q3: 3,565 shares; 2025Q4: 3,065 shares 3,065 $210K 0.02% -500 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 1,358 shares; 2025Q1: 1,194 shares; 2025Q2: 1,124 shares; 2025Q3: 914 shares; 2025Q4: 858 shares 858 $208K 0.02% -56 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,711 shares; 2025Q1: 5,813 shares; 2025Q2: 5,276 shares; 2025Q3: 7,559 shares; 2025Q4: 2,633 shares 2,633 $208K 0.02% -4,926 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,061 shares; 2025Q4: 11,766 shares 11,766 $207K 0.02% +1,705 Timeline FLRN 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: not reported; 2025Q4: 6,684 shares 6,684 $205K 0.02% new Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $205K 0.02% new Timeline PSI 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: 2,595 shares 2,595 $205K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 604 shares; 2025Q4: 434 shares 434 $204K 0.02% -170 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 4,375 shares 4,375 $204K 0.02% -105 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: 688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 841 shares; 2025Q4: 739 shares 739 $203K 0.02% -102 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,222 shares; 2025Q1: 3,245 shares; 2025Q2: 3,187 shares; 2025Q3: 3,273 shares; 2025Q4: 1,927 shares 1,927 $203K 0.02% -1,346 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: not reported; 2025Q2: 4,111 shares; 2025Q3: 5,086 shares; 2025Q4: 4,085 shares 4,085 $203K 0.02% -1,001 Timeline ATI ATI INC More: the full row for ATI 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: 1,760 shares 1,760 $202K 0.02% new Timeline QYLD 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: 177,105 shares; 2024Q4: 189,571 shares; 2025Q1: 213,357 shares; 2025Q2: not reported; 2025Q3: 14,534 shares; 2025Q4: 11,425 shares 11,425 $202K 0.02% -3,109 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,373 shares; 2025Q1: 1,376 shares; 2025Q2: 1,511 shares; 2025Q3: 1,156 shares; 2025Q4: 1,095 shares 1,095 $202K 0.02% -61 Timeline PPL PPL CORP More: the full row for PPL 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: 5,667 shares; 2025Q2: not reported; 2025Q3: 5,970 shares; 2025Q4: 5,741 shares 5,741 $201K 0.02% -229 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,033 shares 1,033 $201K 0.02% +35 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,023 shares; 2024Q4: 30,023 shares; 2025Q1: 33,298 shares; 2025Q2: 31,298 shares; 2025Q3: 30,023 shares; 2025Q4: 30,023 shares 30,023 $194K 0.02% 0 Timeline GLQ CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,952 shares; 2024Q4: 21,952 shares; 2025Q1: 21,937 shares; 2025Q2: 21,937 shares; 2025Q3: 21,937 shares; 2025Q4: 21,937 shares 21,937 $168K 0.01% 0 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: 11,436 shares; 2024Q4: not reported; 2025Q1: 13,053 shares; 2025Q2: not reported; 2025Q3: 11,099 shares; 2025Q4: 12,664 shares 12,664 $166K 0.01% +1,565 Timeline GENT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 14,806 shares; 2025Q4: 14,812 shares 14,812 $154K 0.01% +6 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 10,389 shares; 2025Q1: 10,389 shares; 2025Q2: 10,389 shares; 2025Q3: 10,389 shares; 2025Q4: 10,389 shares 10,389 $135K 0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 33,562 shares; 2025Q2: 25,466 shares; 2025Q3: 23,415 shares; 2025Q4: 23,415 shares 23,415 $51K <0.01% 0 Timeline