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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,665 shares; 2024Q4: 930,358 shares; 2025Q1: 920,334 shares; 2025Q2: 927,722 shares 927,722 $67.4M 7.03% +7,388 Timeline JCPB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,019,115 shares; 2025Q2: 1,094,615 shares 1,094,615 $51.5M 5.37% +75,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,152 shares; 2024Q4: 96,994 shares; 2025Q1: 100,055 shares; 2025Q2: 94,019 shares 94,019 $45.7M 4.76% -6,036 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106,715 shares; 2024Q4: 981,218 shares; 2025Q1: 987,057 shares; 2025Q2: 1,007,013 shares 1,007,013 $43.5M 4.53% +19,956 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,288 shares; 2024Q4: 545,854 shares; 2025Q1: 776,007 shares; 2025Q2: 862,897 shares 862,897 $40.6M 4.23% +86,890 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,781 shares; 2024Q4: 684,833 shares; 2025Q1: 591,866 shares; 2025Q2: 568,804 shares 568,804 $31.5M 3.28% -23,062 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,316 shares; 2024Q4: 93,662 shares; 2025Q1: 102,314 shares; 2025Q2: 101,559 shares 101,559 $20.8M 2.17% -755 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,406 shares; 2024Q4: 369,752 shares; 2025Q1: 384,170 shares; 2025Q2: 382,688 shares 382,688 $20.6M 2.15% -1,482 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,980 shares; 2024Q4: 575,396 shares; 2025Q1: 572,725 shares; 2025Q2: 577,682 shares 577,682 $18.2M 1.9% +4,957 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,869 shares; 2024Q4: 376,792 shares; 2025Q1: 385,944 shares; 2025Q2: 402,573 shares 402,573 $17.2M 1.79% +16,629 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,977 shares; 2024Q4: 310,529 shares; 2025Q1: 316,453 shares; 2025Q2: 338,955 shares 338,955 $17.2M 1.79% +22,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,598 shares; 2024Q4: 352,183 shares; 2025Q1: 361,813 shares; 2025Q2: 383,192 shares 383,192 $16.3M 1.7% +21,379 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 470,932 shares; 2025Q1: 522,321 shares; 2025Q2: 596,298 shares 596,298 $15.8M 1.65% +73,977 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,630 shares; 2024Q4: 23,171 shares; 2025Q1: 27,362 shares; 2025Q2: 30,772 shares 30,772 $15.3M 1.59% +3,410 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357,725 shares; 2025Q1: 393,940 shares; 2025Q2: 414,918 shares 414,918 $14.7M 1.53% +20,978 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,237 shares; 2024Q4: 203,870 shares; 2025Q1: 239,643 shares; 2025Q2: 254,297 shares 254,297 $14.5M 1.51% +14,654 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,131 shares; 2024Q4: 384,628 shares; 2025Q1: 395,663 shares; 2025Q2: 512,999 shares 512,999 $13.7M 1.43% +117,336 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,713 shares; 2024Q4: 170,802 shares; 2025Q1: 184,798 shares; 2025Q2: 191,761 shares 191,761 $13.1M 1.37% +6,963 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 36,466 shares; 2025Q1: 40,552 shares; 2025Q2: 42,979 shares 42,979 $12.5M 1.3% +2,427 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,862 shares; 2024Q4: 507,526 shares; 2025Q1: 499,783 shares; 2025Q2: 499,667 shares 499,667 $12.2M 1.27% -116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 13,703 shares; 2025Q1: 14,709 shares; 2025Q2: 15,688 shares 15,688 $11.6M 1.21% +979 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,870 shares; 2024Q4: 59,105 shares; 2025Q1: 68,986 shares; 2025Q2: 70,916 shares 70,916 $11.2M 1.17% +1,930 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,871 shares; 2024Q4: 199,295 shares; 2025Q1: 257,773 shares; 2025Q2: 216,752 shares 216,752 $11M 1.14% -41,021 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,405 shares; 2024Q4: 190,002 shares; 2025Q1: 200,227 shares; 2025Q2: 224,741 shares 224,741 $10.1M 1.05% +24,514 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,004 shares; 2024Q4: 482,426 shares; 2025Q1: 550,316 shares; 2025Q2: 474,969 shares 474,969 $10.1M 1.05% -75,347 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,202 shares; 2024Q4: 37,556 shares; 2025Q1: 40,368 shares; 2025Q2: 43,830 shares 43,830 $9.93M 1.03% +3,462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,780 shares; 2024Q4: 33,220 shares; 2025Q1: 39,655 shares; 2025Q2: 41,433 shares 41,433 $9.09M 0.95% +1,778 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,968 shares; 2024Q4: 77,035 shares; 2025Q1: 90,514 shares; 2025Q2: 98,268 shares 98,268 $8.97M 0.93% +7,754 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,126 shares; 2024Q4: 42,489 shares; 2025Q1: 45,999 shares; 2025Q2: 50,319 shares 50,319 $8.87M 0.92% +4,320 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,832 shares; 2024Q4: 49,300 shares; 2025Q1: 47,024 shares; 2025Q2: 58,972 shares 58,972 $8.82M 0.92% +11,948 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,520 shares; 2024Q4: 17,481 shares; 2025Q1: 20,157 shares; 2025Q2: 22,815 shares 22,815 $8.36M 0.87% +2,658 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,475 shares; 2024Q4: 59,476 shares; 2025Q1: 68,893 shares; 2025Q2: 70,965 shares 70,965 $8M 0.83% +2,072 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,286 shares; 2024Q4: 126,040 shares; 2025Q1: 190,329 shares; 2025Q2: 156,178 shares 156,178 $7.86M 0.82% -34,151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,417 shares; 2024Q4: 207,235 shares; 2025Q1: 232,507 shares; 2025Q2: 253,232 shares 253,232 $7.45M 0.78% +20,725 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,713 shares; 2024Q4: 29,414 shares; 2025Q1: 40,631 shares; 2025Q2: 45,575 shares 45,575 $6.53M 0.68% +4,944 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,935 shares; 2025Q1: 12,015 shares; 2025Q2: 12,681 shares 12,681 $6.45M 0.67% +666 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 8,494 shares; 2025Q1: 10,369 shares; 2025Q2: 10,372 shares 10,372 $6.44M 0.67% +3 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,008 shares; 2025Q2: 50,445 shares 50,445 $6.12M 0.64% +6,437 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,780 shares; 2024Q4: 47,962 shares; 2025Q1: 46,339 shares; 2025Q2: 45,520 shares 45,520 $6.07M 0.63% -819 Timeline DWX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,030 shares; 2024Q4: 148,011 shares; 2025Q1: 146,590 shares; 2025Q2: 143,129 shares 143,129 $6.03M 0.63% -3,461 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,633 shares; 2024Q4: 95,941 shares; 2025Q1: 72,719 shares; 2025Q2: 63,580 shares 63,580 $5.96M 0.62% -9,139 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,143 shares; 2024Q4: 126,110 shares; 2025Q1: 127,636 shares; 2025Q2: 119,183 shares 119,183 $5.45M 0.57% -8,453 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 14,160 shares; 2025Q1: 17,302 shares; 2025Q2: 40,571 shares 40,571 $5.36M 0.56% +23,269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,784 shares; 2024Q4: 95,796 shares; 2025Q1: 110,602 shares; 2025Q2: 121,930 shares 121,930 $5.28M 0.55% +11,328 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $5.1M 0.53% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,383 shares; 2025Q1: 4,168 shares; 2025Q2: 5,667 shares 5,667 $5.08M 0.53% +1,499 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,337 shares; 2024Q4: 10,852 shares; 2025Q1: 12,731 shares; 2025Q2: 16,177 shares 16,177 $5.05M 0.53% +3,446 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,846 shares; 2025Q2: 6,277 shares 6,277 $4.94M 0.52% +431 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,292 shares; 2024Q4: 18,233 shares; 2025Q1: 20,059 shares; 2025Q2: 21,790 shares 21,790 $4.88M 0.51% +1,731 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,260 shares; 2024Q4: 61,039 shares; 2025Q1: 70,622 shares; 2025Q2: 79,454 shares 79,454 $4.86M 0.51% +8,832 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 12,531 shares; 2025Q1: 12,802 shares; 2025Q2: 13,283 shares 13,283 $4.72M 0.49% +481 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 12,120 shares; 2025Q1: 13,737 shares; 2025Q2: 14,981 shares 14,981 $4.31M 0.45% +1,244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,197 shares; 2024Q4: 14,030 shares; 2025Q1: 16,186 shares; 2025Q2: 17,725 shares 17,725 $4.31M 0.45% +1,539 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,117 shares; 2024Q4: 94,869 shares; 2025Q1: 94,374 shares; 2025Q2: 160,720 shares 160,720 $4.26M 0.44% +66,346 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,231 shares; 2024Q4: 173,506 shares; 2025Q1: 183,193 shares; 2025Q2: 191,366 shares 191,366 $4.23M 0.44% +8,173 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,341 shares; 2024Q4: 68,531 shares; 2025Q1: 42,254 shares; 2025Q2: 41,896 shares 41,896 $4.22M 0.44% -358 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,921 shares; 2024Q4: 125,582 shares; 2025Q1: 143,036 shares; 2025Q2: 169,185 shares 169,185 $4.1M 0.43% +26,149 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,424 shares; 2025Q1: 2,929 shares; 2025Q2: 25,815 shares 25,815 $4.03M 0.42% +22,886 Timeline RSPF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,080 shares; 2024Q4: 54,658 shares; 2025Q1: 54,258 shares; 2025Q2: 52,825 shares 52,825 $4.02M 0.42% -1,433 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 59,555 shares; 2025Q1: 69,106 shares; 2025Q2: 74,991 shares 74,991 $3.96M 0.41% +5,885 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: 30,613 shares; 2025Q1: 33,993 shares; 2025Q2: 36,173 shares 36,173 $3.75M 0.39% +2,180 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 34,769 shares; 2025Q1: 42,206 shares; 2025Q2: 37,120 shares 37,120 $3.72M 0.39% -5,086 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,573 shares; 2024Q4: 20,010 shares; 2025Q1: 22,903 shares; 2025Q2: 24,004 shares 24,004 $3.67M 0.38% +1,101 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,677 shares; 2024Q4: 32,146 shares; 2025Q1: 45,941 shares; 2025Q2: 50,987 shares 50,987 $3.62M 0.38% +5,046 Timeline JMTG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,467 shares 71,467 $3.59M 0.37% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 477 shares; 2025Q1: 535 shares; 2025Q2: 577 shares 577 $3.34M 0.35% +42 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,587 shares; 2024Q4: 96,866 shares; 2025Q1: 98,836 shares; 2025Q2: 98,645 shares 98,645 $3.26M 0.34% -191 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,729 shares; 2025Q2: 8,368 shares 8,368 $3.25M 0.34% +639 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,622 shares; 2024Q4: 39,840 shares; 2025Q1: 39,772 shares; 2025Q2: 39,288 shares 39,288 $3.23M 0.34% -484 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,247 shares; 2024Q4: 56,336 shares; 2025Q1: 60,929 shares; 2025Q2: 65,783 shares 65,783 $3.21M 0.33% +4,854 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,865 shares; 2025Q1: 6,285 shares; 2025Q2: 6,721 shares 6,721 $3.14M 0.33% +436 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,949 shares; 2024Q4: 66,472 shares; 2025Q1: 74,267 shares; 2025Q2: 57,329 shares 57,329 $3.03M 0.32% -16,938 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,743 shares; 2025Q1: 3,365 shares; 2025Q2: 3,641 shares 3,641 $2.92M 0.3% +276 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,808 shares; 2024Q4: 30,230 shares; 2025Q1: 35,279 shares; 2025Q2: 37,447 shares 37,447 $2.78M 0.29% +2,168 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,446 shares; 2024Q4: 71,293 shares; 2025Q1: 70,627 shares; 2025Q2: 67,205 shares 67,205 $2.74M 0.29% -3,422 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,016 shares; 2024Q4: 21,075 shares; 2025Q1: 29,280 shares; 2025Q2: 29,405 shares 29,405 $2.7M 0.28% +125 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,963 shares 18,963 $2.69M 0.28% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,732 shares; 2024Q4: 25,502 shares; 2025Q1: 26,669 shares; 2025Q2: 24,347 shares 24,347 $2.62M 0.27% -2,322 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,969 shares; 2024Q4: 86,935 shares; 2025Q1: 87,883 shares; 2025Q2: 92,984 shares 92,984 $2.57M 0.27% +5,101 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 4,264 shares; 2025Q1: 6,021 shares; 2025Q2: 6,596 shares 6,596 $2.55M 0.27% +575 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,337 shares 36,337 $2.46M 0.26% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 8,285 shares; 2025Q1: 9,566 shares; 2025Q2: 10,152 shares 10,152 $2.44M 0.25% +586 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 74,375 shares; 2025Q1: 74,613 shares; 2025Q2: 79,933 shares 79,933 $2.33M 0.24% +5,320 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,774 shares; 2025Q1: 7,796 shares; 2025Q2: 8,466 shares 8,466 $2.33M 0.24% +670 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,488 shares; 2024Q4: 28,300 shares; 2025Q1: 27,785 shares; 2025Q2: 27,847 shares 27,847 $2.27M 0.24% +62 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,141 shares; 2024Q4: 91,519 shares; 2025Q1: 87,031 shares; 2025Q2: 87,074 shares 87,074 $2.27M 0.24% +43 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,264 shares; 2024Q4: 38,040 shares; 2025Q1: 38,741 shares; 2025Q2: 38,719 shares 38,719 $2.21M 0.23% -22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,445 shares; 2024Q4: 29,607 shares; 2025Q1: 32,455 shares; 2025Q2: 37,321 shares 37,321 $1.98M 0.21% +4,866 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,309 shares; 2025Q1: 6,633 shares; 2025Q2: 6,002 shares 6,002 $1.91M 0.2% -631 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,971 shares; 2024Q4: 52,255 shares; 2025Q1: 57,366 shares; 2025Q2: 19,302 shares 19,302 $1.89M 0.2% -38,064 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 61,025 shares; 2025Q1: 66,685 shares; 2025Q2: 67,306 shares 67,306 $1.7M 0.18% +621 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 6,960 shares; 2025Q1: 7,124 shares; 2025Q2: 7,232 shares 7,232 $1.66M 0.17% +108 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,989 shares; 2024Q4: 52,513 shares; 2025Q1: 54,205 shares; 2025Q2: 54,819 shares 54,819 $1.65M 0.17% +614 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,444 shares; 2024Q4: 48,775 shares; 2025Q1: 59,619 shares; 2025Q2: 54,729 shares 54,729 $1.6M 0.17% -4,890 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,247 shares; 2025Q1: 4,173 shares; 2025Q2: 4,033 shares 4,033 $1.57M 0.16% -140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,141 shares; 2024Q4: 33,856 shares; 2025Q1: 35,120 shares; 2025Q2: 33,064 shares 33,064 $1.56M 0.16% -2,056 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,246 shares; 2024Q4: 23,017 shares; 2025Q1: 5,191 shares; 2025Q2: 5,247 shares 5,247 $1.55M 0.16% +56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,657 shares; 2025Q2: 3,013 shares 3,013 $1.53M 0.16% +356 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,477 shares; 2025Q1: 12,161 shares; 2025Q2: 12,192 shares 12,192 $1.44M 0.15% +31 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,400 shares; 2025Q1: 1,570 shares; 2025Q2: 1,824 shares 1,824 $1.42M 0.15% +254 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,204 shares; 2024Q4: 27,777 shares; 2025Q1: 27,708 shares; 2025Q2: 28,021 shares 28,021 $1.39M 0.14% +313 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,769 shares; 2025Q1: 7,547 shares; 2025Q2: 7,504 shares 7,504 $1.37M 0.14% -43 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 12,997 shares; 2025Q1: 14,579 shares; 2025Q2: 12,539 shares 12,539 $1.37M 0.14% -2,040 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,610 shares; 2024Q4: 29,995 shares; 2025Q1: 30,728 shares; 2025Q2: 33,656 shares 33,656 $1.36M 0.14% +2,928 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254,568 shares; 2024Q4: 1,338,620 shares; 2025Q1: 31,348 shares; 2025Q2: 30,021 shares 30,021 $1.32M 0.14% -1,327 Timeline FLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,750 shares; 2024Q4: 19,515 shares; 2025Q1: 20,741 shares; 2025Q2: 18,466 shares 18,466 $1.29M 0.13% -2,275 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,612 shares; 2024Q4: 61,827 shares; 2025Q1: 62,006 shares; 2025Q2: 60,108 shares 60,108 $1.27M 0.13% -1,898 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,388 shares; 2025Q2: 26,321 shares 26,321 $1.27M 0.13% +16,933 Timeline GNR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,703 shares; 2024Q4: 23,333 shares; 2025Q1: 23,609 shares; 2025Q2: 23,024 shares 23,024 $1.25M 0.13% -585 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,677 shares; 2024Q4: 15,170 shares; 2025Q1: 15,017 shares; 2025Q2: 13,752 shares 13,752 $1.24M 0.13% -1,265 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,866 shares; 2025Q1: 7,241 shares; 2025Q2: 7,669 shares 7,669 $1.22M 0.13% +428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,322 shares; 2024Q4: 86,607 shares; 2025Q1: 95,293 shares; 2025Q2: 16,881 shares 16,881 $1.17M 0.12% -78,412 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,793 shares; 2024Q4: 37,064 shares; 2025Q1: 36,739 shares; 2025Q2: 27,542 shares 27,542 $1.16M 0.12% -9,197 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,698 shares; 2025Q1: 6,029 shares; 2025Q2: 6,327 shares 6,327 $1.12M 0.12% +298 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 10,609 shares; 2025Q1: 10,859 shares; 2025Q2: 10,966 shares 10,966 $1.1M 0.11% +107 Timeline SPEU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,734 shares; 2024Q4: 23,148 shares; 2025Q1: 22,649 shares; 2025Q2: 22,474 shares 22,474 $1.09M 0.11% -175 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,825 shares 11,825 $1.08M 0.11% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,995 shares; 2025Q1: 9,838 shares; 2025Q2: 9,838 shares 9,838 $1.08M 0.11% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,364 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares 5,700 $1.08M 0.11% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,266 shares; 2024Q4: 45,126 shares; 2025Q1: 7,955 shares; 2025Q2: 8,293 shares 8,293 $1.07M 0.11% +338 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 7,060 shares; 2025Q1: 7,164 shares; 2025Q2: 7,098 shares 7,098 $1.03M 0.11% -66 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,189 shares; 2025Q1: 1,520 shares; 2025Q2: 1,664 shares 1,664 $1.03M 0.11% +144 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,591 shares; 2024Q4: 19,476 shares; 2025Q1: 19,768 shares; 2025Q2: 16,247 shares 16,247 $1.01M 0.1% -3,521 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,739 shares; 2024Q4: 147,589 shares; 2025Q1: 143,502 shares; 2025Q2: 137,305 shares 137,305 $997K 0.1% -6,197 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 15,916 shares; 2025Q1: 16,524 shares; 2025Q2: 17,156 shares 17,156 $988K 0.1% +632 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,869 shares; 2024Q4: 13,262 shares; 2025Q1: 13,086 shares; 2025Q2: 13,997 shares 13,997 $972K 0.1% +911 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,516 shares; 2025Q1: 1,536 shares; 2025Q2: 2,212 shares 2,212 $970K 0.1% +676 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,710 shares; 2025Q1: 2,901 shares; 2025Q2: 3,136 shares 3,136 $916K 0.1% +235 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,735 shares; 2025Q1: 3,894 shares; 2025Q2: 4,997 shares 4,997 $910K 0.09% +1,103 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,022 shares; 2025Q1: 1,880 shares; 2025Q2: 1,960 shares 1,960 $908K 0.09% +80 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 10,270 shares; 2025Q1: 10,536 shares; 2025Q2: 6,382 shares 6,382 $877K 0.09% -4,154 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 3,123 shares; 2025Q1: 3,401 shares; 2025Q2: 4,272 shares 4,272 $874K 0.09% +871 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 674 shares; 2025Q1: 720 shares; 2025Q2: 838 shares 838 $862K 0.09% +118 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,535 shares; 2025Q1: 5,749 shares; 2025Q2: 5,684 shares 5,684 $855K 0.09% -65 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,367 shares; 2024Q4: 22,210 shares; 2025Q1: 21,369 shares; 2025Q2: 20,851 shares 20,851 $844K 0.09% -518 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,643 shares; 2024Q4: 21,896 shares; 2025Q1: 22,527 shares; 2025Q2: 28,765 shares 28,765 $832K 0.09% +6,238 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,732 shares; 2024Q4: 12,192 shares; 2025Q1: 11,832 shares; 2025Q2: 10,355 shares 10,355 $820K 0.09% -1,477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,875 shares; 2025Q1: 2,595 shares; 2025Q2: 2,645 shares 2,645 $806K 0.08% +50 Timeline HELO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 5,436 shares; 2025Q1: 12,829 shares; 2025Q2: 12,805 shares 12,805 $801K 0.08% -24 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 395 shares; 2025Q1: 472 shares; 2025Q2: 573 shares 573 $767K 0.08% +101 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,811 shares; 2024Q4: 17,923 shares; 2025Q1: 19,583 shares; 2025Q2: 25,405 shares 25,405 $761K 0.08% +5,822 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,086 shares; 2025Q1: 1,238 shares; 2025Q2: 1,327 shares 1,327 $746K 0.08% +89 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,878 shares; 2025Q1: 12,431 shares; 2025Q2: 12,331 shares 12,331 $740K 0.08% -100 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,636 shares; 2025Q1: 5,647 shares; 2025Q2: 6,203 shares 6,203 $740K 0.08% +556 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 5,033 shares; 2025Q1: 4,991 shares; 2025Q2: 5,342 shares 5,342 $727K 0.08% +351 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,588 shares; 2025Q1: 1,598 shares; 2025Q2: 1,823 shares 1,823 $721K 0.08% +225 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,500 shares; 2025Q1: 2,941 shares; 2025Q2: 3,235 shares 3,235 $707K 0.07% +294 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 1,258 shares 1,258 $694K 0.07% +718 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,898 shares; 2024Q4: 28,826 shares; 2025Q1: 15,861 shares; 2025Q2: 13,489 shares 13,489 $687K 0.07% -2,372 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 607 shares; 2025Q1: 596 shares; 2025Q2: 1,255 shares 1,255 $682K 0.07% +659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 510 shares; 2025Q1: 566 shares; 2025Q2: 675 shares 675 $668K 0.07% +109 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 8,653 shares; 2025Q1: 8,175 shares; 2025Q2: 7,846 shares 7,846 $657K 0.07% -329 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 8,056 shares; 2025Q1: 8,434 shares; 2025Q2: 8,029 shares 8,029 $643K 0.07% -405 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,053 shares; 2025Q1: 1,069 shares; 2025Q2: 1,276 shares 1,276 $638K 0.07% +207 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 10,995 shares; 2025Q1: 12,105 shares; 2025Q2: 12,105 shares 12,105 $634K 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,818 shares; 2025Q1: 10,165 shares; 2025Q2: 9,810 shares 9,810 $627K 0.07% -355 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,494 shares; 2024Q4: 21,577 shares; 2025Q1: 28,048 shares; 2025Q2: 30,218 shares 30,218 $619K 0.06% +2,170 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 22,422 shares; 2025Q1: 29,140 shares; 2025Q2: 31,429 shares 31,429 $618K 0.06% +2,289 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,750 shares; 2025Q1: 3,906 shares; 2025Q2: 4,335 shares 4,335 $611K 0.06% +429 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,938 shares; 2024Q4: 21,184 shares; 2025Q1: 21,434 shares; 2025Q2: 25,111 shares 25,111 $603K 0.06% +3,677 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,635 shares; 2025Q1: 1,618 shares; 2025Q2: 2,065 shares 2,065 $602K 0.06% +447 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,570 shares; 2025Q1: 1,603 shares; 2025Q2: 1,878 shares 1,878 $601K 0.06% +275 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,778 shares; 2025Q1: 2,869 shares; 2025Q2: 3,217 shares 3,217 $597K 0.06% +348 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,125 shares; 2025Q1: 3,122 shares; 2025Q2: 3,335 shares 3,335 $589K 0.06% +213 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,036 shares 18,036 $589K 0.06% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,709 shares; 2025Q1: 1,693 shares; 2025Q2: 1,715 shares 1,715 $589K 0.06% +22 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 24,593 shares; 2025Q1: 32,539 shares; 2025Q2: 35,087 shares 35,087 $589K 0.06% +2,548 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 22,041 shares; 2025Q1: 29,148 shares; 2025Q2: 31,456 shares 31,456 $588K 0.06% +2,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 5,114 shares; 2025Q1: 6,445 shares; 2025Q2: 8,297 shares 8,297 $587K 0.06% +1,852 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: 3,877 shares 3,877 $566K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,741 shares; 2025Q1: 3,713 shares; 2025Q2: 3,651 shares 3,651 $556K 0.06% -62 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,321 shares; 2025Q1: 4,460 shares; 2025Q2: 4,500 shares 4,500 $555K 0.06% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,656 shares 6,656 $552K 0.06% +116 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 22,616 shares; 2025Q1: 30,696 shares; 2025Q2: 33,298 shares 33,298 $550K 0.06% +2,602 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,965 shares; 2024Q4: 17,979 shares; 2025Q1: 24,476 shares; 2025Q2: 26,605 shares 26,605 $548K 0.06% +2,129 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,903 shares; 2025Q1: 1,856 shares; 2025Q2: 2,441 shares 2,441 $542K 0.06% +585 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 2,105 shares; 2025Q1: 1,859 shares; 2025Q2: 1,808 shares 1,808 $540K 0.06% -51 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 8,112 shares; 2025Q1: 7,439 shares; 2025Q2: 5,148 shares 5,148 $538K 0.06% -2,291 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 10,560 shares 10,560 $519K 0.05% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 7,006 shares; 2025Q1: 7,959 shares; 2025Q2: 10,521 shares 10,521 $516K 0.05% +2,562 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,050 shares; 2024Q4: 12,236 shares; 2025Q1: 12,431 shares; 2025Q2: 16,503 shares 16,503 $512K 0.05% +4,072 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,740 shares 8,740 $509K 0.05% +2,707 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,089 shares; 2025Q2: 3,748 shares 3,748 $505K 0.05% -341 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 192 shares; 2025Q2: 252 shares 252 $503K 0.05% +60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 599 shares; 2025Q1: 615 shares; 2025Q2: 706 shares 706 $500K 0.05% +91 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,485 shares; 2025Q1: 2,059 shares; 2025Q2: 2,511 shares 2,511 $496K 0.05% +452 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 8,167 shares; 2025Q1: 7,930 shares; 2025Q2: 8,440 shares 8,440 $495K 0.05% +510 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,801 shares; 2025Q1: 3,756 shares; 2025Q2: 3,600 shares 3,600 $491K 0.05% -156 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,250 shares; 2025Q1: 2,189 shares; 2025Q2: 2,057 shares 2,057 $487K 0.05% -132 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 5,735 shares; 2025Q1: 6,493 shares; 2025Q2: 5,193 shares 5,193 $476K 0.05% -1,300 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,308 shares; 2024Q4: 25,201 shares; 2025Q1: 25,201 shares; 2025Q2: 20,757 shares 20,757 $469K 0.05% -4,444 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 1,938 shares 1,938 $466K 0.05% -110 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,971 shares; 2025Q1: 6,279 shares; 2025Q2: 9,107 shares 9,107 $447K 0.05% +2,828 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,288 shares; 2025Q1: 770 shares; 2025Q2: 781 shares 781 $444K 0.05% +11 Timeline CPBI CENTRAL PLAINS BANCSHARES IN More: the full row for CENTRAL PLAINS BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,140 shares 29,140 $441K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,463 shares; 2025Q1: 1,552 shares; 2025Q2: 1,710 shares 1,710 $440K 0.05% +158 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares 6,868 $437K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,111 shares; 2024Q4: 14,143 shares; 2025Q1: 13,976 shares; 2025Q2: 14,058 shares 14,058 $421K 0.04% +82 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,565 shares; 2025Q1: 1,624 shares; 2025Q2: 1,475 shares 1,475 $412K 0.04% -149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,760 shares; 2025Q1: 7,143 shares; 2025Q2: 7,291 shares 7,291 $397K 0.04% +148 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,883 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares 11,883 $391K 0.04% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,954 shares; 2025Q2: 8,926 shares 8,926 $383K 0.04% -28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 3,736 shares; 2025Q1: 3,949 shares; 2025Q2: 5,598 shares 5,598 $378K 0.04% +1,649 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,443 shares; 2025Q2: 5,420 shares 5,420 $374K 0.04% -23 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,462 shares; 2025Q1: 3,403 shares; 2025Q2: 4,387 shares 4,387 $373K 0.04% +984 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,983 shares 2,983 $371K 0.04% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,560 shares; 2025Q2: 2,873 shares 2,873 $369K 0.04% +313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares 690 $365K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,134 shares; 2025Q1: 1,161 shares; 2025Q2: 1,113 shares 1,113 $365K 0.04% -48 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,361 shares; 2025Q1: 3,315 shares; 2025Q2: 3,286 shares 3,286 $362K 0.04% -29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,936 shares; 2025Q1: 2,968 shares; 2025Q2: 2,939 shares 2,939 $360K 0.04% -29 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,180 shares; 2024Q4: 22,519 shares; 2025Q1: 21,038 shares; 2025Q2: 18,294 shares 18,294 $357K 0.04% -2,744 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 4,593 shares; 2025Q1: 2,732 shares; 2025Q2: 3,228 shares 3,228 $356K 0.04% +496 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 5,752 shares; 2025Q1: 5,680 shares; 2025Q2: 5,708 shares 5,708 $356K 0.04% +28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,472 shares; 2025Q1: 1,511 shares; 2025Q2: 1,521 shares 1,521 $354K 0.04% +10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,120 shares; 2025Q1: 1,521 shares; 2025Q2: 1,181 shares 1,181 $322K 0.03% -340 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 604 shares 604 $308K 0.03% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares 1,455 $305K 0.03% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,309 shares 1,309 $303K 0.03% +257 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,325 shares; 2025Q1: 1,424 shares; 2025Q2: 1,350 shares 1,350 $298K 0.03% -74 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares 2,920 $288K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 1,805 shares 1,805 $287K 0.03% +225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,285 shares; 2025Q1: 2,601 shares; 2025Q2: 2,308 shares 2,308 $286K 0.03% -293 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,706 shares; 2024Q4: 16,913 shares; 2025Q1: 14,437 shares; 2025Q2: 13,492 shares 13,492 $285K 0.03% -945 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,158 shares 1,158 $285K 0.03% new Timeline RSPU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares 3,966 $282K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,196 shares; 2025Q1: 4,062 shares; 2025Q2: 3,904 shares 3,904 $280K 0.03% -158 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares 8,048 $279K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,369 shares; 2025Q1: 1,558 shares; 2025Q2: 1,522 shares 1,522 $279K 0.03% -36 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 826 shares; 2025Q2: 994 shares 994 $265K 0.03% +168 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 1,867 shares 1,867 $265K 0.03% -987 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,442 shares 1,442 $265K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,054 shares; 2025Q2: 1,179 shares 1,179 $263K 0.03% +125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 732 shares 732 $261K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 811 shares 811 $259K 0.03% +58 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 547 shares; 2025Q2: 511 shares 511 $256K 0.03% -36 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,002 shares 12,002 $254K 0.03% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,866 shares 1,866 $252K 0.03% -33 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 319 shares 319 $240K 0.03% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares 1,128 $240K 0.03% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,127 shares 3,127 $236K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: 322 shares 322 $236K 0.02% +23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 2,709 shares; 2025Q1: 2,719 shares; 2025Q2: 2,149 shares 2,149 $231K 0.02% -570 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,649 shares; 2025Q2: 3,652 shares 3,652 $228K 0.02% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 5,136 shares; 2025Q1: 4,841 shares; 2025Q2: 4,006 shares 4,006 $225K 0.02% -835 Timeline JIRE 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,154 shares 3,154 $223K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares 2,284 $222K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 721 shares 721 $222K 0.02% +30 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares 211 $221K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares 1,985 $220K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 1,048 shares 1,048 $218K 0.02% -157 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares 5,250 $217K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares 1,982 $213K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722 shares 722 $212K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares 275 $211K 0.02% new Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,076 shares 10,076 $209K 0.02% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares 1,471 $208K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 996 shares; 2025Q2: 1,034 shares 1,034 $208K 0.02% +38 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,139 shares 10,139 $208K 0.02% new Timeline EMLP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,516 shares; 2025Q2: 5,516 shares 5,516 $207K 0.02% 0 Timeline FJUN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,769 shares 3,769 $202K 0.02% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,958 shares 7,958 $202K 0.02% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,414 shares 13,414 $123K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,861 shares; 2025Q2: 10,797 shares 10,797 $117K 0.01% -1,064 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,057 shares; 2025Q1: not reported; 2025Q2: 11,768 shares 11,768 $114K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 11,792 shares; 2025Q1: 15,429 shares; 2025Q2: 16,137 shares 16,137 $37.6K <0.01% +708 Timeline