AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,502 shares; 2024Q4: 401,479 shares; 2025Q1: 172,647 shares; 2025Q2: 78,815 shares; 2025Q3: 216,014 shares; 2025Q4: 306,339 shares 306,339 $83.3M 3.11% +90,325 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,724 shares; 2024Q4: 144,169 shares; 2025Q1: 115,036 shares; 2025Q2: 71,597 shares; 2025Q3: 101,959 shares; 2025Q4: 98,642 shares 98,642 $60.6M 2.26% -3,317 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331,414 shares; 2024Q4: 1,682,409 shares; 2025Q1: 1,703,100 shares; 2025Q2: 1,181,139 shares; 2025Q3: 1,105 shares; 2025Q4: 1,125,048 shares 1,125,048 $54.7M 2.04% +1,123,943 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,387 shares; 2024Q4: 881,852 shares; 2025Q1: 981,854 shares; 2025Q2: 860,539 shares; 2025Q3: 391,001 shares; 2025Q4: 989,647 shares 989,647 $50.1M 1.87% +598,646 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,833 shares; 2024Q4: 740,951 shares; 2025Q1: 644,502 shares; 2025Q2: 474,848 shares; 2025Q3: 114,469 shares; 2025Q4: 443,113 shares 443,113 $47.3M 1.76% +328,644 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832,245 shares; 2024Q4: 987,768 shares; 2025Q1: 979,150 shares; 2025Q2: 721,820 shares; 2025Q3: 1,048 shares; 2025Q4: 742,252 shares 742,252 $45.3M 1.69% +741,204 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,560 shares; 2024Q4: 59,406 shares; 2025Q1: 36,201 shares; 2025Q2: 24,157 shares; 2025Q3: 44,602 shares; 2025Q4: 70,580 shares 70,580 $44.3M 1.65% +25,978 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,421 shares; 2024Q4: 117,694 shares; 2025Q1: 122,388 shares; 2025Q2: 94,750 shares; 2025Q3: 59,021 shares; 2025Q4: 92,856 shares 92,856 $43.9M 1.64% +33,835 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,409 shares; 2024Q4: 102,070 shares; 2025Q1: 55,419 shares; 2025Q2: 18,468 shares; 2025Q3: 85,379 shares; 2025Q4: 53,495 shares 53,495 $36.6M 1.37% -31,884 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,289 shares; 2024Q4: 1,029,253 shares; 2025Q1: 1,063,134 shares; 2025Q2: 847,140 shares; 2025Q3: 326,588 shares; 2025Q4: 771,443 shares 771,443 $35.5M 1.33% +444,855 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,013 shares; 2024Q4: 189,752 shares; 2025Q1: 150,715 shares; 2025Q2: 86,844 shares; 2025Q3: 124,932 shares; 2025Q4: 190,302 shares 190,302 $35.5M 1.32% +65,370 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,742 shares; 2024Q4: 216,000 shares; 2025Q1: 189,799 shares; 2025Q2: 133,387 shares; 2025Q3: 17,942 shares; 2025Q4: 133,688 shares 133,688 $33.5M 1.25% +115,746 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,298 shares; 2024Q4: 81,553 shares; 2025Q1: 59,616 shares; 2025Q2: 30,246 shares; 2025Q3: 52,794 shares; 2025Q4: 68,973 shares 68,973 $33.4M 1.24% +16,179 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,258 shares; 2024Q4: 315,093 shares; 2025Q1: 295,723 shares; 2025Q2: 202,521 shares; 2025Q3: 3,964 shares; 2025Q4: 163,415 shares 163,415 $32.5M 1.21% +159,451 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,279 shares; 2024Q4: 56,074 shares; 2025Q1: 37,810 shares; 2025Q2: 20,811 shares; 2025Q3: 38,680 shares; 2025Q4: 45,225 shares 45,225 $30.8M 1.15% +6,545 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 13,947 shares; 2025Q1: 11,881 shares; 2025Q2: 7,472 shares; 2025Q3: 11,869 shares; 2025Q4: 38,081 shares 38,081 $28.7M 1.07% +26,212 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402,138 shares; 2024Q4: 1,440,708 shares; 2025Q1: 1,377,428 shares; 2025Q2: 1,106,639 shares; 2025Q3: 36,829 shares; 2025Q4: 963,468 shares 963,468 $27.5M 1.03% +926,639 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,890 shares; 2024Q4: 29,672 shares; 2025Q1: 31,194 shares; 2025Q2: 26,677 shares; 2025Q3: 9,990 shares; 2025Q4: 93,357 shares 93,357 $26.9M 1% +83,367 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,274 shares; 2025Q1: 10,888 shares; 2025Q2: 9,768 shares; 2025Q3: 2,174 shares; 2025Q4: 128,828 shares 128,828 $24.9M 0.93% +126,654 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,498 shares; 2024Q4: 55,996 shares; 2025Q1: 51,886 shares; 2025Q2: 42,825 shares; 2025Q3: 3,552 shares; 2025Q4: 195,956 shares 195,956 $24.7M 0.92% +192,404 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 10,235 shares; 2025Q1: 9,897 shares; 2025Q2: 7,583 shares; 2025Q3: 1,964 shares; 2025Q4: 62,204 shares 62,204 $24.5M 0.91% +60,240 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 18,535 shares; 2025Q1: 18,441 shares; 2025Q2: 15,236 shares; 2025Q3: 3,368 shares; 2025Q4: 175,274 shares 175,274 $23.4M 0.87% +171,906 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,685 shares; 2025Q1: 6,585 shares; 2025Q2: 5,195 shares; 2025Q3: 1,608 shares; 2025Q4: 78,148 shares 78,148 $23.3M 0.87% +76,540 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,259 shares; 2024Q4: 37,676 shares; 2025Q1: 17,139 shares; 2025Q2: 8,694 shares; 2025Q3: 4,050 shares; 2025Q4: 55,471 shares 55,471 $22.9M 0.85% +51,421 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,623 shares; 2024Q4: 775,546 shares; 2025Q1: 504,584 shares; 2025Q2: 185,436 shares; 2025Q3: 52,288 shares; 2025Q4: 444,945 shares 444,945 $22.8M 0.85% +392,657 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,583 shares; 2024Q4: 12,499 shares; 2025Q1: 11,949 shares; 2025Q2: 8,202 shares; 2025Q3: 6,362 shares; 2025Q4: 122,135 shares 122,135 $22.6M 0.84% +115,773 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,305 shares; 2024Q4: 734,677 shares; 2025Q1: 695,984 shares; 2025Q2: 502,767 shares; 2025Q3: 309,489 shares; 2025Q4: 339,773 shares 339,773 $22.4M 0.84% +30,284 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 6,065 shares; 2025Q1: 6,204 shares; 2025Q2: 5,673 shares; 2025Q3: 1,333 shares; 2025Q4: 106,700 shares 106,700 $22.1M 0.83% +105,367 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,448 shares; 2024Q4: 2,173,729 shares; 2025Q1: 1,788,065 shares; 2025Q2: 1,170,654 shares; 2025Q3: 713,275 shares; 2025Q4: 785,237 shares 785,237 $21.5M 0.8% +71,962 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 50,032 shares; 2025Q1: 22,743 shares; 2025Q2: 17,213 shares; 2025Q3: 26,969 shares; 2025Q4: 61,989 shares 61,989 $21.5M 0.8% +35,020 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,548 shares; 2024Q4: 44,572 shares; 2025Q1: 36,538 shares; 2025Q2: 25,585 shares; 2025Q3: 19,971 shares; 2025Q4: 68,191 shares 68,191 $21.3M 0.8% +48,220 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,766 shares; 2025Q1: 9,871 shares; 2025Q2: 8,642 shares; 2025Q3: 3,689 shares; 2025Q4: 98,642 shares 98,642 $20.8M 0.78% +94,953 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,602 shares; 2024Q4: 70,703 shares; 2025Q1: 52,156 shares; 2025Q2: 28,897 shares; 2025Q3: 64,182 shares; 2025Q4: 59,719 shares 59,719 $20M 0.75% -4,463 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,023 shares; 2024Q4: 490,624 shares; 2025Q1: 486,238 shares; 2025Q2: 427,690 shares; 2025Q3: not reported; 2025Q4: 364,904 shares 364,904 $19.6M 0.73% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,057 shares; 2024Q4: 62,486 shares; 2025Q1: 36,493 shares; 2025Q2: 19,571 shares; 2025Q3: 39,343 shares; 2025Q4: 38,495 shares 38,495 $19.3M 0.72% -848 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,405 shares; 2024Q4: 545,784 shares; 2025Q1: 578,068 shares; 2025Q2: 461,801 shares; 2025Q3: 71,704 shares; 2025Q4: 380,935 shares 380,935 $18.9M 0.7% +309,231 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,914 shares; 2024Q4: 80,194 shares; 2025Q1: 84,395 shares; 2025Q2: 68,100 shares; 2025Q3: 12,538 shares; 2025Q4: 130,873 shares 130,873 $18.8M 0.7% +118,335 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,720 shares; 2024Q4: 728,454 shares; 2025Q1: 690,648 shares; 2025Q2: 537,974 shares; 2025Q3: 24,103 shares; 2025Q4: 454,158 shares 454,158 $18.7M 0.7% +430,055 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,295 shares; 2024Q4: 117,912 shares; 2025Q1: 101,945 shares; 2025Q2: 60,555 shares; 2025Q3: 78,285 shares; 2025Q4: 80,259 shares 80,259 $18.5M 0.69% +1,974 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,802 shares; 2025Q1: 35,053 shares; 2025Q2: 70,820 shares; 2025Q3: 290,520 shares; 2025Q4: 440,340 shares 440,340 $18M 0.67% +149,820 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,095 shares; 2024Q4: 57,553 shares; 2025Q1: 26,043 shares; 2025Q2: 18,482 shares; 2025Q3: 47,348 shares; 2025Q4: 38,806 shares 38,806 $17.5M 0.65% -8,542 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,528 shares; 2024Q4: 419,810 shares; 2025Q1: 455,420 shares; 2025Q2: 409,334 shares; 2025Q3: 25,997 shares; 2025Q4: 364,538 shares 364,538 $17.4M 0.65% +338,541 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,459 shares; 2024Q4: 40,993 shares; 2025Q1: 37,244 shares; 2025Q2: 34,916 shares; 2025Q3: 12,974 shares; 2025Q4: 195,728 shares 195,728 $17.3M 0.65% +182,754 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,098 shares; 2024Q4: 127,965 shares; 2025Q1: 89,879 shares; 2025Q2: 72,764 shares; 2025Q3: 112,762 shares; 2025Q4: 80,551 shares 80,551 $15.4M 0.57% -32,211 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,671 shares; 2024Q4: 65,792 shares; 2025Q1: 72,338 shares; 2025Q2: 63,016 shares; 2025Q3: 16,516 shares; 2025Q4: 53,849 shares 53,849 $13.9M 0.52% +37,333 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,179 shares; 2024Q4: 209,504 shares; 2025Q1: 186,081 shares; 2025Q2: 102,137 shares; 2025Q3: 283,842 shares; 2025Q4: 210,099 shares 210,099 $12.8M 0.48% -73,743 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,022 shares; 2024Q4: 15,307 shares; 2025Q1: 15,543 shares; 2025Q2: 10,415 shares; 2025Q3: 2,924 shares; 2025Q4: 89,361 shares 89,361 $12.6M 0.47% +86,437 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,551 shares; 2024Q4: 190,531 shares; 2025Q1: 126,799 shares; 2025Q2: 85,162 shares; 2025Q3: 337 shares; 2025Q4: 97,902 shares 97,902 $12.6M 0.47% +97,565 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,186 shares; 2024Q4: 92,560 shares; 2025Q1: 117,982 shares; 2025Q2: 119,704 shares; 2025Q3: 2,643 shares; 2025Q4: 111,109 shares 111,109 $12.1M 0.45% +108,466 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,144 shares; 2024Q4: 415,597 shares; 2025Q1: 265,493 shares; 2025Q2: 109,388 shares; 2025Q3: 401,081 shares; 2025Q4: 189,563 shares 189,563 $12M 0.45% -211,518 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,017 shares; 2024Q4: 24,588 shares; 2025Q1: 21,514 shares; 2025Q2: 17,825 shares; 2025Q3: 11,719 shares; 2025Q4: 41,265 shares 41,265 $12M 0.45% +29,546 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,693 shares; 2024Q4: 335,195 shares; 2025Q1: 350,211 shares; 2025Q2: 333,541 shares; 2025Q3: 2,251 shares; 2025Q4: 295,047 shares 295,047 $11.9M 0.44% +292,796 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,177 shares; 2024Q4: 45,924 shares; 2025Q1: 45,616 shares; 2025Q2: 33,395 shares; 2025Q3: 19,716 shares; 2025Q4: 24,038 shares 24,038 $11.7M 0.44% +4,322 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,339 shares; 2024Q4: 45,822 shares; 2025Q1: 21,164 shares; 2025Q2: 19,592 shares; 2025Q3: 9,639 shares; 2025Q4: 149,607 shares 149,607 $11.7M 0.43% +139,968 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,367 shares; 2024Q4: 94,026 shares; 2025Q1: 63,172 shares; 2025Q2: 25,136 shares; 2025Q3: 41,321 shares; 2025Q4: 52,379 shares 52,379 $11.5M 0.43% +11,058 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,980 shares; 2024Q4: 14,059 shares; 2025Q1: 13,063 shares; 2025Q2: 5,022 shares; 2025Q3: 10,842 shares; 2025Q4: 17,226 shares 17,226 $11.4M 0.42% +6,384 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 20,196 shares; 2025Q1: 14,222 shares; 2025Q2: 5,640 shares; 2025Q3: 18,036 shares; 2025Q4: 139,005 shares 139,005 $11.2M 0.42% +120,969 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,401 shares; 2024Q4: 44,508 shares; 2025Q1: 34,775 shares; 2025Q2: 19,178 shares; 2025Q3: 23,936 shares; 2025Q4: 34,433 shares 34,433 $11.1M 0.41% +10,497 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,201 shares; 2024Q4: 278,903 shares; 2025Q1: 246,239 shares; 2025Q2: 207,547 shares; 2025Q3: 268,369 shares; 2025Q4: 264,201 shares 264,201 $11M 0.41% -4,168 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,028 shares; 2024Q4: 183,279 shares; 2025Q1: 164,467 shares; 2025Q2: 69,402 shares; 2025Q3: 97,539 shares; 2025Q4: 88,825 shares 88,825 $10.9M 0.41% -8,714 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,855 shares; 2024Q4: 320,207 shares; 2025Q1: 346,308 shares; 2025Q2: 253,286 shares; 2025Q3: 100,840 shares; 2025Q4: 249,530 shares 249,530 $10.9M 0.41% +148,690 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,383 shares; 2024Q4: 34,486 shares; 2025Q1: 18,288 shares; 2025Q2: 10,341 shares; 2025Q3: 22,747 shares; 2025Q4: 22,168 shares 22,168 $10.7M 0.4% -579 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,002 shares; 2024Q4: 42,029 shares; 2025Q1: 33,795 shares; 2025Q2: 26,078 shares; 2025Q3: 17,548 shares; 2025Q4: 26,723 shares 26,723 $10.6M 0.4% +9,175 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 5,486 shares; 2025Q1: 5,898 shares; 2025Q2: 8,515 shares; 2025Q3: 579 shares; 2025Q4: 149,583 shares 149,583 $10.4M 0.39% +149,004 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,324 shares; 2024Q4: 26,146 shares; 2025Q1: 71,214 shares; 2025Q2: 73,775 shares; 2025Q3: 4,830 shares; 2025Q4: 96,415 shares 96,415 $9.67M 0.36% +91,585 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,442 shares; 2024Q4: 109,018 shares; 2025Q1: 93,644 shares; 2025Q2: 45,875 shares; 2025Q3: 41,326 shares; 2025Q4: 65,388 shares 65,388 $9.38M 0.35% +24,062 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,145 shares; 2024Q4: 117,102 shares; 2025Q1: 102,147 shares; 2025Q2: 48,504 shares; 2025Q3: 183,089 shares; 2025Q4: 101,280 shares 101,280 $9.25M 0.35% -81,809 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,196 shares; 2024Q4: 307,131 shares; 2025Q1: 316,962 shares; 2025Q2: 186,732 shares; 2025Q3: 3,575 shares; 2025Q4: 181,458 shares 181,458 $9.18M 0.34% +177,883 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,651 shares; 2024Q4: 7,954 shares; 2025Q1: 8,003 shares; 2025Q2: 4,270 shares; 2025Q3: 4,198 shares; 2025Q4: 110,353 shares 110,353 $9.1M 0.34% +106,155 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,188 shares; 2024Q4: 111,987 shares; 2025Q1: 102,746 shares; 2025Q2: 62,346 shares; 2025Q3: 75,879 shares; 2025Q4: 80,659 shares 80,659 $8.99M 0.34% +4,780 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,318 shares; 2024Q4: 206,671 shares; 2025Q1: 196,423 shares; 2025Q2: 151,651 shares; 2025Q3: 76,895 shares; 2025Q4: 179,328 shares 179,328 $8.96M 0.33% +102,433 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,043 shares; 2024Q4: 168,605 shares; 2025Q1: 149,848 shares; 2025Q2: 109,934 shares; 2025Q3: 111,781 shares; 2025Q4: 74,142 shares 74,142 $8.91M 0.33% -37,639 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,558 shares; 2025Q3: 10,953 shares; 2025Q4: 159,703 shares 159,703 $8.87M 0.33% +148,750 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,530 shares; 2024Q4: 218,271 shares; 2025Q1: 226,963 shares; 2025Q2: 200,178 shares; 2025Q3: 55,962 shares; 2025Q4: 262,178 shares 262,178 $8.55M 0.32% +206,216 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,027 shares; 2025Q1: 10,016 shares; 2025Q2: 15,265 shares; 2025Q3: 2,338 shares; 2025Q4: 125,468 shares 125,468 $8.43M 0.31% +123,130 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 13,934 shares; 2025Q1: 13,942 shares; 2025Q2: 12,450 shares; 2025Q3: 8,344 shares; 2025Q4: 47,094 shares 47,094 $8.35M 0.31% +38,750 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,202 shares; 2024Q4: 167,201 shares; 2025Q1: 161,485 shares; 2025Q2: 99,082 shares; 2025Q3: 75,584 shares; 2025Q4: 65,735 shares 65,735 $8.33M 0.31% -9,849 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,234 shares; 2024Q4: 152,792 shares; 2025Q1: 99,220 shares; 2025Q2: 92,480 shares; 2025Q3: 80,180 shares; 2025Q4: 126,425 shares 126,425 $8.14M 0.3% +46,245 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,407 shares; 2024Q4: 63,089 shares; 2025Q1: 120,799 shares; 2025Q2: 97,157 shares; 2025Q3: 41,645 shares; 2025Q4: 135,346 shares 135,346 $8.11M 0.3% +93,701 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,665 shares; 2024Q4: 88,193 shares; 2025Q1: 86,742 shares; 2025Q2: 64,943 shares; 2025Q3: 29,366 shares; 2025Q4: 126,273 shares 126,273 $7.89M 0.29% +96,907 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,462 shares; 2024Q4: 18,189 shares; 2025Q1: 22,911 shares; 2025Q2: 11,420 shares; 2025Q3: 10,991 shares; 2025Q4: 13,472 shares 13,472 $7.72M 0.29% +2,481 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,167 shares; 2024Q4: 21,897 shares; 2025Q1: 18,008 shares; 2025Q2: 15,175 shares; 2025Q3: 15,018 shares; 2025Q4: 36,275 shares 36,275 $7.68M 0.29% +21,257 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,419 shares; 2024Q4: 32,619 shares; 2025Q1: 35,253 shares; 2025Q2: 16,983 shares; 2025Q3: 6,039 shares; 2025Q4: 153,418 shares 153,418 $7.59M 0.28% +147,379 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,471 shares; 2024Q4: 261,960 shares; 2025Q1: 255,706 shares; 2025Q2: 130,449 shares; 2025Q3: 112,589 shares; 2025Q4: 110,598 shares 110,598 $7.38M 0.28% -1,991 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,482 shares; 2024Q4: 53,019 shares; 2025Q1: 77,800 shares; 2025Q2: 61,960 shares; 2025Q3: 32,411 shares; 2025Q4: 73,064 shares 73,064 $7.33M 0.27% +40,653 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,216 shares; 2024Q4: 11,757 shares; 2025Q1: 7,475 shares; 2025Q2: 4,306 shares; 2025Q3: 6,644 shares; 2025Q4: 6,638 shares 6,638 $7.13M 0.27% -6 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,644 shares; 2024Q4: 10,180 shares; 2025Q1: 8,485 shares; 2025Q2: 3,428 shares; 2025Q3: 8,139 shares; 2025Q4: 12,423 shares 12,423 $7.09M 0.26% +4,284 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,536 shares; 2024Q4: 323,731 shares; 2025Q1: 381,347 shares; 2025Q2: 221,771 shares; 2025Q3: 1,331 shares; 2025Q4: 528,783 shares 528,783 $7.01M 0.26% +527,452 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,325 shares; 2024Q4: 177,379 shares; 2025Q1: 137,525 shares; 2025Q2: 77,998 shares; 2025Q3: 127,097 shares; 2025Q4: 66,622 shares 66,622 $6.83M 0.25% -60,475 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,552 shares; 2024Q4: 42,599 shares; 2025Q1: 40,773 shares; 2025Q2: 25,623 shares; 2025Q3: 33,962 shares; 2025Q4: 21,638 shares 21,638 $6.79M 0.25% -12,324 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,137 shares; 2024Q4: 316,762 shares; 2025Q1: 277,471 shares; 2025Q2: 155,591 shares; 2025Q3: 317,902 shares; 2025Q4: 203,104 shares 203,104 $6.71M 0.25% -114,798 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 3,372 shares; 2025Q1: 3,616 shares; 2025Q2: 2,513 shares; 2025Q3: 3,288 shares; 2025Q4: 23,987 shares 23,987 $6.7M 0.25% +20,699 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 396 shares; 2025Q4: 67,786 shares 67,786 $6.59M 0.25% +67,390 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,289 shares; 2024Q4: 35,534 shares; 2025Q1: 33,647 shares; 2025Q2: 25,815 shares; 2025Q3: 20,803 shares; 2025Q4: 72,790 shares 72,790 $6.51M 0.24% +51,987 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,343 shares; 2024Q4: 334,291 shares; 2025Q1: 264,484 shares; 2025Q2: 133,546 shares; 2025Q3: 306,754 shares; 2025Q4: 143,088 shares 143,088 $6.5M 0.24% -163,666 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 58,465 shares; 2025Q1: 7,652 shares; 2025Q2: 4,982 shares; 2025Q3: 8,159 shares; 2025Q4: 64,947 shares 64,947 $6.44M 0.24% +56,788 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,065 shares; 2024Q4: 43,842 shares; 2025Q1: 27,309 shares; 2025Q2: 28,733 shares; 2025Q3: 32,489 shares; 2025Q4: 24,904 shares 24,904 $6.3M 0.24% -7,585 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,273 shares; 2025Q1: not reported; 2025Q2: 42,175 shares; 2025Q3: 126,691 shares; 2025Q4: 73,518 shares 73,518 $6.28M 0.23% -53,173 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 145,113 shares 145,113 $6.22M 0.23% +143,516 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,775 shares; 2024Q4: 45,226 shares; 2025Q1: 50,324 shares; 2025Q2: 32,190 shares; 2025Q3: 47,342 shares; 2025Q4: 62,559 shares 62,559 $6.21M 0.23% +15,217 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,969 shares; 2024Q4: 39,409 shares; 2025Q1: 38,426 shares; 2025Q2: 36,463 shares; 2025Q3: 239 shares; 2025Q4: 29,901 shares 29,901 $6.18M 0.23% +29,662 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,960 shares; 2024Q4: 87,012 shares; 2025Q1: 93,349 shares; 2025Q2: 75,980 shares; 2025Q3: 76,251 shares; 2025Q4: 57,506 shares 57,506 $5.86M 0.22% -18,745 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,924 shares; 2025Q1: 150,118 shares; 2025Q2: 162,615 shares; 2025Q3: 708 shares; 2025Q4: 157,263 shares 157,263 $5.69M 0.21% +156,555 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,402 shares; 2024Q4: 44,446 shares; 2025Q1: 52,176 shares; 2025Q2: 13,260 shares; 2025Q3: 3,131 shares; 2025Q4: 72,164 shares 72,164 $5.69M 0.21% +69,033 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,910 shares; 2024Q4: 24,606 shares; 2025Q1: 23,171 shares; 2025Q2: 15,216 shares; 2025Q3: 4,415 shares; 2025Q4: 15,765 shares 15,765 $5.68M 0.21% +11,350 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,242 shares; 2024Q4: 46,961 shares; 2025Q1: 38,986 shares; 2025Q2: 29,529 shares; 2025Q3: 21,831 shares; 2025Q4: 38,732 shares 38,732 $5.55M 0.21% +16,901 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,728 shares; 2025Q3: 136,941 shares; 2025Q4: 81,920 shares 81,920 $5.54M 0.21% -55,021 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 3,956 shares; 2025Q1: 3,747 shares; 2025Q2: 3,380 shares; 2025Q3: 2,569 shares; 2025Q4: 83,504 shares 83,504 $5.43M 0.2% +80,935 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,354 shares; 2024Q4: 19,820 shares; 2025Q1: 19,945 shares; 2025Q2: 11,307 shares; 2025Q3: 10,608 shares; 2025Q4: 24,814 shares 24,814 $5.19M 0.19% +14,206 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,857 shares; 2024Q4: 47,654 shares; 2025Q1: 41,651 shares; 2025Q2: 19,401 shares; 2025Q3: 28,555 shares; 2025Q4: 36,401 shares 36,401 $5.07M 0.19% +7,846 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 3,220 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 2,979 shares 2,979 $5.04M 0.19% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 24,044 shares; 2025Q1: 23,818 shares; 2025Q2: 11,737 shares; 2025Q3: 7,824 shares; 2025Q4: 103,404 shares 103,404 $5M 0.19% +95,580 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 21,117 shares; 2025Q1: 16,441 shares; 2025Q2: 11,715 shares; 2025Q3: 11,116 shares; 2025Q4: 14,036 shares 14,036 $4.92M 0.18% +2,920 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,284 shares; 2024Q4: 193,660 shares; 2025Q1: 125,154 shares; 2025Q2: 39,340 shares; 2025Q3: 158,503 shares; 2025Q4: 97,407 shares 97,407 $4.92M 0.18% -61,096 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 555 shares; 2025Q2: 220 shares; 2025Q3: 190 shares; 2025Q4: 3,885 shares 3,885 $4.86M 0.18% +3,695 IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,230 shares; 2024Q4: 31,342 shares; 2025Q1: 27,542 shares; 2025Q2: 14,763 shares; 2025Q3: 21,976 shares; 2025Q4: 24,328 shares 24,328 $4.86M 0.18% +2,352 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 195 shares; 2025Q1: 185 shares; 2025Q2: 90 shares; 2025Q3: 355 shares; 2025Q4: 3,827 shares 3,827 $4.64M 0.17% +3,472 VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,978 shares; 2024Q4: 127,404 shares; 2025Q1: 139,164 shares; 2025Q2: 85,041 shares; 2025Q3: 12,952 shares; 2025Q4: 85,771 shares 85,771 $4.61M 0.17% +72,819 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,640 shares; 2024Q4: 390,714 shares; 2025Q1: 386,176 shares; 2025Q2: 190,260 shares; 2025Q3: 273,870 shares; 2025Q4: 103,423 shares 103,423 $4.6M 0.17% -170,447 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 6,254 shares; 2025Q1: 5,926 shares; 2025Q2: 3,968 shares; 2025Q3: 3,650 shares; 2025Q4: 5,283 shares 5,283 $4.56M 0.17% +1,633 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,736 shares; 2024Q4: 57,389 shares; 2025Q1: 46,619 shares; 2025Q2: 54,399 shares; 2025Q3: 77,434 shares; 2025Q4: 55,665 shares 55,665 $4.52M 0.17% -21,769 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,805 shares; 2024Q4: 132,370 shares; 2025Q1: 87,134 shares; 2025Q2: 61,360 shares; 2025Q3: 40,779 shares; 2025Q4: 110,559 shares 110,559 $4.5M 0.17% +69,780 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,965 shares; 2024Q4: 13,499 shares; 2025Q1: 14,741 shares; 2025Q2: 9,455 shares; 2025Q3: 5,398 shares; 2025Q4: 18,153 shares 18,153 $4.47M 0.17% +12,755 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 3,929 shares; 2025Q1: 3,947 shares; 2025Q2: 2,124 shares; 2025Q3: 2,627 shares; 2025Q4: 14,748 shares 14,748 $4.46M 0.17% +12,121 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 13,943 shares; 2025Q1: 1,969 shares; 2025Q2: 758 shares; 2025Q3: 13,758 shares; 2025Q4: 13,626 shares 13,626 $4.42M 0.16% -132 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,388 shares; 2024Q4: 125,521 shares; 2025Q1: 101,747 shares; 2025Q2: 94,170 shares; 2025Q3: 36,879 shares; 2025Q4: 175,419 shares 175,419 $4.36M 0.16% +138,540 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,327 shares; 2024Q4: 15,802 shares; 2025Q1: 15,088 shares; 2025Q2: 9,234 shares; 2025Q3: 7,478 shares; 2025Q4: 12,639 shares 12,639 $4.35M 0.16% +5,161 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,790 shares; 2024Q4: 29,961 shares; 2025Q1: 17,055 shares; 2025Q2: 13,032 shares; 2025Q3: 7,990 shares; 2025Q4: 20,018 shares 20,018 $4.35M 0.16% +12,028 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,034 shares; 2024Q4: 53,539 shares; 2025Q1: 54,578 shares; 2025Q2: 36,147 shares; 2025Q3: 32,245 shares; 2025Q4: 35,946 shares 35,946 $4.33M 0.16% +3,701 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,524 shares; 2024Q4: 29,256 shares; 2025Q1: 28,058 shares; 2025Q2: 14,738 shares; 2025Q3: 13,140 shares; 2025Q4: 21,775 shares 21,775 $4.24M 0.16% +8,635 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,104 shares; 2024Q4: 35,918 shares; 2025Q1: 36,572 shares; 2025Q2: 30,560 shares; 2025Q3: 19,968 shares; 2025Q4: 27,404 shares 27,404 $4.18M 0.16% +7,436 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,992 shares; 2024Q4: 415,541 shares; 2025Q1: 348,050 shares; 2025Q2: 137,542 shares; 2025Q3: 246,833 shares; 2025Q4: 127,050 shares 127,050 $4.07M 0.15% -119,783 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,850 shares; 2024Q4: 202,755 shares; 2025Q1: 235,019 shares; 2025Q2: 189,486 shares; 2025Q3: not reported; 2025Q4: 165,609 shares 165,609 $4.04M 0.15% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,388 shares; 2024Q4: 50,617 shares; 2025Q1: 59,308 shares; 2025Q2: 50,319 shares; 2025Q3: 41,407 shares; 2025Q4: 40,383 shares 40,383 $3.97M 0.15% -1,024 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,010 shares; 2024Q4: 48,096 shares; 2025Q1: 51,138 shares; 2025Q2: 42,053 shares; 2025Q3: 22,949 shares; 2025Q4: 47,283 shares 47,283 $3.96M 0.15% +24,334 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,825 shares; 2024Q4: 50,077 shares; 2025Q1: 54,461 shares; 2025Q2: 48,677 shares; 2025Q3: 24,497 shares; 2025Q4: 49,799 shares 49,799 $3.84M 0.14% +25,302 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,279 shares; 2024Q4: 23,936 shares; 2025Q1: 22,315 shares; 2025Q2: 12,441 shares; 2025Q3: 16,271 shares; 2025Q4: 16,769 shares 16,769 $3.83M 0.14% +498 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,757 shares; 2024Q4: 117,890 shares; 2025Q1: 112,181 shares; 2025Q2: 107,678 shares; 2025Q3: not reported; 2025Q4: 84,831 shares 84,831 $3.79M 0.14% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,954 shares; 2025Q1: 7,857 shares; 2025Q2: 3,956 shares; 2025Q3: 862 shares; 2025Q4: 18,198 shares 18,198 $3.78M 0.14% +17,336 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,330 shares; 2024Q4: 256,945 shares; 2025Q1: 266,235 shares; 2025Q2: 186,380 shares; 2025Q3: 107,912 shares; 2025Q4: 108,730 shares 108,730 $3.73M 0.14% +818 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,024 shares; 2024Q4: 112,588 shares; 2025Q1: 108,318 shares; 2025Q2: 128,093 shares; 2025Q3: 4,262 shares; 2025Q4: 77,730 shares 77,730 $3.71M 0.14% +73,468 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,029 shares; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,913 shares; 2025Q4: 72,375 shares 72,375 $3.69M 0.14% +69,462 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,589 shares; 2024Q4: 105,905 shares; 2025Q1: 99,108 shares; 2025Q2: 72,422 shares; 2025Q3: 71,613 shares; 2025Q4: 63,766 shares 63,766 $3.62M 0.14% -7,847 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,131 shares; 2024Q4: 116,601 shares; 2025Q1: 121,975 shares; 2025Q2: 83,064 shares; 2025Q3: 105,584 shares; 2025Q4: 71,661 shares 71,661 $3.61M 0.13% -33,923 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 13,450 shares; 2025Q1: 13,263 shares; 2025Q2: 4,108 shares; 2025Q3: 2,193 shares; 2025Q4: 10,555 shares 10,555 $3.59M 0.13% +8,362 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 67,975 shares; 2025Q1: 67,147 shares; 2025Q2: 40,514 shares; 2025Q3: 26,934 shares; 2025Q4: 132,272 shares 132,272 $3.56M 0.13% +105,338 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,437 shares; 2024Q4: 36,641 shares; 2025Q1: 38,478 shares; 2025Q2: 23,856 shares; 2025Q3: 30,334 shares; 2025Q4: 47,915 shares 47,915 $3.55M 0.13% +17,581 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,590 shares; 2024Q4: 79,344 shares; 2025Q1: 38,858 shares; 2025Q2: 32,467 shares; 2025Q3: 61,154 shares; 2025Q4: 44,032 shares 44,032 $3.53M 0.13% -17,122 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 19,373 shares; 2025Q1: 9,446 shares; 2025Q2: 14,328 shares; 2025Q3: 22,932 shares; 2025Q4: 49,648 shares 49,648 $3.52M 0.13% +26,716 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,912 shares; 2024Q4: 12,745 shares; 2025Q1: 13,338 shares; 2025Q2: 7,935 shares; 2025Q3: 6,653 shares; 2025Q4: 11,882 shares 11,882 $3.52M 0.13% +5,229 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,796 shares; 2024Q4: 104,950 shares; 2025Q1: 107,705 shares; 2025Q2: 94,703 shares; 2025Q3: not reported; 2025Q4: 70,186 shares 70,186 $3.35M 0.13% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 319 shares; 2025Q4: 45,549 shares 45,549 $3.33M 0.12% +45,230 Timeline HIMU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,645 shares; 2025Q4: 68,167 shares 68,167 $3.32M 0.12% -11,478 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,156 shares; 2024Q4: 61,322 shares; 2025Q1: 60,014 shares; 2025Q2: 53,930 shares; 2025Q3: 21,414 shares; 2025Q4: 47,402 shares 47,402 $3.31M 0.12% +25,988 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 13,321 shares; 2025Q1: 11,532 shares; 2025Q2: 7,179 shares; 2025Q3: 12,170 shares; 2025Q4: 10,883 shares 10,883 $3.31M 0.12% -1,287 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,722 shares; 2024Q4: 176,766 shares; 2025Q1: 170,507 shares; 2025Q2: 128,577 shares; 2025Q3: 81,766 shares; 2025Q4: 95,436 shares 95,436 $3.31M 0.12% +13,670 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,769 shares; 2025Q1: 7,855 shares; 2025Q2: 8,217 shares; 2025Q3: 7,512 shares; 2025Q4: 62,525 shares 62,525 $3.28M 0.12% +55,013 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,475 shares; 2024Q4: 43,298 shares; 2025Q1: 42,907 shares; 2025Q2: 33,737 shares; 2025Q3: 18,841 shares; 2025Q4: 56,318 shares 56,318 $3.25M 0.12% +37,477 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,405 shares; 2025Q1: 50,006 shares; 2025Q2: 63,811 shares; 2025Q3: not reported; 2025Q4: 56,167 shares 56,167 $3.24M 0.12% new Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,771 shares; 2025Q1: 43,289 shares; 2025Q2: 55,558 shares; 2025Q3: not reported; 2025Q4: 48,978 shares 48,978 $3.24M 0.12% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,538 shares; 2024Q4: 57,098 shares; 2025Q1: 56,123 shares; 2025Q2: 44,174 shares; 2025Q3: 39,712 shares; 2025Q4: 45,126 shares 45,126 $3.22M 0.12% +5,414 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,350 shares; 2024Q4: 75,983 shares; 2025Q1: 76,957 shares; 2025Q2: 50,311 shares; 2025Q3: 37,485 shares; 2025Q4: 127,869 shares 127,869 $3.18M 0.12% +90,384 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,177 shares; 2024Q4: 42,393 shares; 2025Q1: 29,670 shares; 2025Q2: 18,104 shares; 2025Q3: 22,917 shares; 2025Q4: 38,746 shares 38,746 $3.11M 0.12% +15,829 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 13,842 shares; 2025Q1: 13,960 shares; 2025Q2: 10,757 shares; 2025Q3: 12,443 shares; 2025Q4: 31,139 shares 31,139 $3.11M 0.12% +18,696 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,289 shares; 2024Q4: 118,366 shares; 2025Q1: 125,797 shares; 2025Q2: 93,496 shares; 2025Q3: 62,557 shares; 2025Q4: 86,850 shares 86,850 $3.1M 0.12% +24,293 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 9,692 shares; 2025Q1: 9,682 shares; 2025Q2: 23,509 shares; 2025Q3: 17,846 shares; 2025Q4: 14,361 shares 14,361 $3.08M 0.11% -3,485 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,234 shares; 2024Q4: 105,723 shares; 2025Q1: 96,843 shares; 2025Q2: 86,421 shares; 2025Q3: 21,336 shares; 2025Q4: 43,805 shares 43,805 $3.04M 0.11% +22,469 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,022 shares; 2025Q3: not reported; 2025Q4: 28,147 shares 28,147 $2.97M 0.11% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 12,326 shares; 2025Q1: 12,057 shares; 2025Q2: 4,340 shares; 2025Q3: 11,084 shares; 2025Q4: 30,877 shares 30,877 $2.97M 0.11% +19,793 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 18,937 shares; 2025Q1: 18,163 shares; 2025Q2: 14,740 shares; 2025Q3: 5,822 shares; 2025Q4: 99,991 shares 99,991 $2.96M 0.11% +94,169 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,876 shares; 2024Q4: 63,147 shares; 2025Q1: 69,693 shares; 2025Q2: 29,687 shares; 2025Q3: 33,856 shares; 2025Q4: 31,339 shares 31,339 $2.95M 0.11% -2,517 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 7,660 shares; 2025Q1: 6,146 shares; 2025Q2: 4,899 shares; 2025Q3: 2,091 shares; 2025Q4: 63,274 shares 63,274 $2.94M 0.11% +61,183 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,799 shares; 2025Q3: not reported; 2025Q4: 57,111 shares 57,111 $2.94M 0.11% new Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 11,068 shares; 2025Q1: 10,501 shares; 2025Q2: 9,406 shares; 2025Q3: 1,040 shares; 2025Q4: 21,829 shares 21,829 $2.91M 0.11% +20,789 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,376 shares; 2024Q4: 31,001 shares; 2025Q1: 25,691 shares; 2025Q2: 17,645 shares; 2025Q3: 11,694 shares; 2025Q4: 18,616 shares 18,616 $2.89M 0.11% +6,922 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,661 shares; 2024Q4: 39,805 shares; 2025Q1: 31,228 shares; 2025Q2: 35,081 shares; 2025Q3: 51,107 shares; 2025Q4: 15,667 shares 15,667 $2.78M 0.1% -35,440 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,360 shares; 2024Q4: 85,968 shares; 2025Q1: 62,811 shares; 2025Q2: 45,503 shares; 2025Q3: 53,508 shares; 2025Q4: 50,636 shares 50,636 $2.77M 0.1% -2,872 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 3,669 shares; 2025Q1: 3,796 shares; 2025Q2: 3,991 shares; 2025Q3: 765 shares; 2025Q4: 4,783 shares 4,783 $2.77M 0.1% +4,018 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,044 shares; 2024Q4: 19,263 shares; 2025Q1: 9,883 shares; 2025Q2: 6,765 shares; 2025Q3: 7,715 shares; 2025Q4: 17,216 shares 17,216 $2.76M 0.1% +9,501 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 7,606 shares; 2025Q1: 7,733 shares; 2025Q2: 6,009 shares; 2025Q3: 5,730 shares; 2025Q4: 9,017 shares 9,017 $2.76M 0.1% +3,287 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,604 shares; 2024Q4: 20,590 shares; 2025Q1: 20,979 shares; 2025Q2: 18,726 shares; 2025Q3: 12,770 shares; 2025Q4: 13,305 shares 13,305 $2.75M 0.1% +535 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,219 shares; 2024Q4: 68,984 shares; 2025Q1: 79,534 shares; 2025Q2: 87,683 shares; 2025Q3: 200 shares; 2025Q4: 54,318 shares 54,318 $2.75M 0.1% +54,118 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 328 shares; 2025Q4: 32,923 shares 32,923 $2.75M 0.1% +32,595 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,279 shares; 2024Q4: 39,182 shares; 2025Q1: 40,088 shares; 2025Q2: 65,257 shares; 2025Q3: 98,196 shares; 2025Q4: 54,430 shares 54,430 $2.75M 0.1% -43,766 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 11,735 shares; 2025Q1: 7,748 shares; 2025Q2: 5,763 shares; 2025Q3: 3,650 shares; 2025Q4: 19,404 shares 19,404 $2.74M 0.1% +15,754 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,725 shares; 2024Q4: 137,876 shares; 2025Q1: 168,912 shares; 2025Q2: 130,218 shares; 2025Q3: 76,308 shares; 2025Q4: 92,322 shares 92,322 $2.73M 0.1% +16,014 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,791 shares; 2024Q4: 61,717 shares; 2025Q1: 61,965 shares; 2025Q2: 109,264 shares; 2025Q3: 127,285 shares; 2025Q4: 113,466 shares 113,466 $2.68M 0.1% -13,819 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,187 shares; 2024Q4: 65,177 shares; 2025Q1: 65,378 shares; 2025Q2: 38,480 shares; 2025Q3: 70,041 shares; 2025Q4: 52,574 shares 52,574 $2.67M 0.1% -17,467 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 587 shares; 2025Q3: 623 shares; 2025Q4: 2,192 shares 2,192 $2.66M 0.1% +1,569 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,006 shares; 2024Q4: 52,204 shares; 2025Q1: 52,619 shares; 2025Q2: 39,008 shares; 2025Q3: 31,803 shares; 2025Q4: 47,662 shares 47,662 $2.62M 0.1% +15,859 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 27,681 shares; 2025Q1: 3,887 shares; 2025Q2: 1,563 shares; 2025Q3: 26,335 shares; 2025Q4: 25,548 shares 25,548 $2.62M 0.1% -787 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 59,469 shares; 2025Q1: 43,875 shares; 2025Q2: 12,466 shares; 2025Q3: 19,196 shares; 2025Q4: 52,339 shares 52,339 $2.62M 0.1% +33,143 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,419 shares; 2024Q4: 91,691 shares; 2025Q1: 76,445 shares; 2025Q2: 34,870 shares; 2025Q3: 73,855 shares; 2025Q4: 22,418 shares 22,418 $2.57M 0.1% -51,437 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 282 shares; 2025Q4: 13,566 shares 13,566 $2.55M 0.1% +13,284 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 22,093 shares; 2025Q1: 22,975 shares; 2025Q2: 13,584 shares; 2025Q3: 25,690 shares; 2025Q4: 30,593 shares 30,593 $2.53M 0.09% +4,903 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,553 shares; 2024Q4: 102,253 shares; 2025Q1: 89,923 shares; 2025Q2: 41,928 shares; 2025Q3: 42,388 shares; 2025Q4: 43,478 shares 43,478 $2.53M 0.09% +1,090 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 27 shares; 2025Q4: 5,141 shares 5,141 $2.5M 0.09% +5,114 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,504 shares; 2024Q4: 24,111 shares; 2025Q1: 21,318 shares; 2025Q2: 12,852 shares; 2025Q3: 16,665 shares; 2025Q4: 17,482 shares 17,482 $2.47M 0.09% +817 Timeline SEPP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,489 shares 80,489 $2.46M 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,394 shares; 2025Q1: 1,383 shares; 2025Q2: 2,204 shares; 2025Q3: 1,327 shares; 2025Q4: 9,890 shares 9,890 $2.4M 0.09% +8,563 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 9,178 shares; 2025Q1: 9,113 shares; 2025Q2: 4,282 shares; 2025Q3: 5,840 shares; 2025Q4: 7,076 shares 7,076 $2.34M 0.09% +1,236 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,308 shares; 2024Q4: 60,371 shares; 2025Q1: 60,271 shares; 2025Q2: 45,071 shares; 2025Q3: 53,945 shares; 2025Q4: 44,480 shares 44,480 $2.33M 0.09% -9,465 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 176 shares; 2025Q4: 44,959 shares 44,959 $2.33M 0.09% +44,783 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 7,761 shares; 2025Q1: 7,766 shares; 2025Q2: 5,128 shares; 2025Q3: 4,108 shares; 2025Q4: 38,550 shares 38,550 $2.32M 0.09% +34,442 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 5,319 shares; 2025Q1: 5,264 shares; 2025Q2: 3,511 shares; 2025Q3: 1,552 shares; 2025Q4: 21,628 shares 21,628 $2.32M 0.09% +20,076 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 23,912 shares 23,912 $2.29M 0.09% +23,835 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 4,370 shares; 2025Q1: 5,048 shares; 2025Q2: 1,322 shares; 2025Q3: 2,143 shares; 2025Q4: 14,673 shares 14,673 $2.25M 0.08% +12,530 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,682 shares; 2024Q4: 173,448 shares; 2025Q1: 174,125 shares; 2025Q2: 150,324 shares; 2025Q3: 160,238 shares; 2025Q4: 127,129 shares 127,129 $2.25M 0.08% -33,109 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,059 shares; 2024Q4: 17,467 shares; 2025Q1: 14,070 shares; 2025Q2: 114,673 shares; 2025Q3: 714 shares; 2025Q4: 91,930 shares 91,930 $2.24M 0.08% +91,216 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 11,878 shares; 2025Q1: 12,228 shares; 2025Q2: 11,595 shares; 2025Q3: 1,783 shares; 2025Q4: 12,740 shares 12,740 $2.18M 0.08% +10,957 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 18,416 shares; 2025Q1: 19,054 shares; 2025Q2: 12,895 shares; 2025Q3: 9,495 shares; 2025Q4: 9,667 shares 9,667 $2.17M 0.08% +172 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,656 shares; 2024Q4: 142,025 shares; 2025Q1: 163,368 shares; 2025Q2: 40,809 shares; 2025Q3: 9,387 shares; 2025Q4: 42,859 shares 42,859 $2.14M 0.08% +33,472 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,897 shares; 2024Q4: 22,897 shares; 2025Q1: 22,185 shares; 2025Q2: 17,073 shares; 2025Q3: 10,171 shares; 2025Q4: 16,211 shares 16,211 $2.11M 0.08% +6,040 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 1,334 shares; 2025Q3: 315 shares; 2025Q4: 10,379 shares 10,379 $2.11M 0.08% +10,064 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,647 shares 50,647 $2.1M 0.08% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,839 shares; 2024Q4: 83,610 shares; 2025Q1: 83,398 shares; 2025Q2: 37,329 shares; 2025Q3: 30,266 shares; 2025Q4: 73,174 shares 73,174 $2.08M 0.08% +42,908 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,330 shares; 2024Q4: 64,980 shares; 2025Q1: 41,566 shares; 2025Q2: 34,646 shares; 2025Q3: 40,857 shares; 2025Q4: 51,623 shares 51,623 $2.08M 0.08% +10,766 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,963 shares 44,963 $2.07M 0.08% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139 shares; 2025Q3: 1,933 shares; 2025Q4: 90,008 shares 90,008 $2.07M 0.08% +88,075 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,089 shares; 2024Q4: 277,843 shares; 2025Q1: 191,889 shares; 2025Q2: 53,910 shares; 2025Q3: 36,556 shares; 2025Q4: 46,666 shares 46,666 $2.07M 0.08% +10,110 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,401 shares; 2024Q4: 24,937 shares; 2025Q1: 34,823 shares; 2025Q2: 34,208 shares; 2025Q3: 2,434 shares; 2025Q4: 10,047 shares 10,047 $2.06M 0.08% +7,613 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,911 shares; 2024Q4: 96,816 shares; 2025Q1: 99,851 shares; 2025Q2: 99,441 shares; 2025Q3: 40,088 shares; 2025Q4: 88,163 shares 88,163 $2.05M 0.08% +48,075 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,489 shares; 2025Q2: 53,406 shares; 2025Q3: not reported; 2025Q4: 55,076 shares 55,076 $2.03M 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 10,550 shares; 2025Q1: 6,046 shares; 2025Q2: 4,395 shares; 2025Q3: 8,279 shares; 2025Q4: 6,193 shares 6,193 $2.03M 0.08% -2,086 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,709 shares; 2024Q4: 29,820 shares; 2025Q1: 30,282 shares; 2025Q2: 23,511 shares; 2025Q3: 25,946 shares; 2025Q4: 25,881 shares 25,881 $2.01M 0.08% -65 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,018 shares; 2024Q4: 125,086 shares; 2025Q1: 96,745 shares; 2025Q2: 53,577 shares; 2025Q3: 100,660 shares; 2025Q4: 43,119 shares 43,119 $1.99M 0.07% -57,541 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,979 shares; 2024Q4: 24,152 shares; 2025Q1: 20,158 shares; 2025Q2: 17,249 shares; 2025Q3: 11,488 shares; 2025Q4: 20,650 shares 20,650 $1.98M 0.07% +9,162 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 12 shares; 2025Q4: 20,494 shares 20,494 $1.97M 0.07% +20,482 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,809 shares; 2024Q4: 39,432 shares; 2025Q1: 32,969 shares; 2025Q2: 29,237 shares; 2025Q3: 13,857 shares; 2025Q4: 18,727 shares 18,727 $1.97M 0.07% +4,870 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,268 shares; 2025Q1: 1,355 shares; 2025Q2: 441 shares; 2025Q3: 1,158 shares; 2025Q4: 5,054 shares 5,054 $1.97M 0.07% +3,896 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,819 shares; 2025Q2: 5,985 shares; 2025Q3: 1,665 shares; 2025Q4: 20,769 shares 20,769 $1.94M 0.07% +19,104 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,323 shares; 2024Q4: 70,764 shares; 2025Q1: 75,674 shares; 2025Q2: 54,452 shares; 2025Q3: 95 shares; 2025Q4: 60,238 shares 60,238 $1.91M 0.07% +60,143 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,628 shares; 2025Q1: 1,724 shares; 2025Q2: 1,144 shares; 2025Q3: 752 shares; 2025Q4: 3,359 shares 3,359 $1.9M 0.07% +2,607 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,928 shares; 2024Q4: 29,299 shares; 2025Q1: 29,303 shares; 2025Q2: 13,688 shares; 2025Q3: 22,144 shares; 2025Q4: 37,732 shares 37,732 $1.9M 0.07% +15,588 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 35 shares; 2025Q4: 23,263 shares 23,263 $1.88M 0.07% +23,228 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,124 shares; 2024Q4: 64,612 shares; 2025Q1: 64,462 shares; 2025Q2: 57,773 shares; 2025Q3: 58,266 shares; 2025Q4: 45,987 shares 45,987 $1.87M 0.07% -12,279 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,133 shares; 2024Q4: 19,614 shares; 2025Q1: 19,399 shares; 2025Q2: 16,667 shares; 2025Q3: 5,738 shares; 2025Q4: 15,727 shares 15,727 $1.84M 0.07% +9,989 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: not reported; 2025Q4: 31,473 shares 31,473 $1.84M 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,685 shares; 2024Q4: 23,233 shares; 2025Q1: 19,119 shares; 2025Q2: 18,979 shares; 2025Q3: 3,710 shares; 2025Q4: 15,669 shares 15,669 $1.83M 0.07% +11,959 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,013 shares; 2024Q4: 26,029 shares; 2025Q1: 22,701 shares; 2025Q2: 5,554 shares; 2025Q3: 17,912 shares; 2025Q4: 12,872 shares 12,872 $1.82M 0.07% -5,040 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,827 shares; 2024Q4: 19,442 shares; 2025Q1: 16,154 shares; 2025Q2: 12,365 shares; 2025Q3: 2,613 shares; 2025Q4: 15,149 shares 15,149 $1.81M 0.07% +12,536 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 4,780 shares; 2025Q1: 4,876 shares; 2025Q2: 5,492 shares; 2025Q3: 1,884 shares; 2025Q4: 14,725 shares 14,725 $1.81M 0.07% +12,841 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,046 shares; 2024Q4: 36,334 shares; 2025Q1: 34,762 shares; 2025Q2: 15,210 shares; 2025Q3: 33,772 shares; 2025Q4: 8,543 shares 8,543 $1.8M 0.07% -25,229 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,940 shares; 2025Q1: 3,934 shares; 2025Q2: 37,738 shares; 2025Q3: 6,701 shares; 2025Q4: 15,039 shares 15,039 $1.79M 0.07% +8,338 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,104 shares; 2024Q4: 34,627 shares; 2025Q1: 40,371 shares; 2025Q2: 33,105 shares; 2025Q3: 2,861 shares; 2025Q4: 42,956 shares 42,956 $1.78M 0.07% +40,095 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: 27,644 shares 27,644 $1.77M 0.07% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483 shares; 2024Q4: 11,916 shares; 2025Q1: 11,427 shares; 2025Q2: 10,878 shares; 2025Q3: 37,731 shares; 2025Q4: 64,671 shares 64,671 $1.77M 0.07% +26,940 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 21,828 shares; 2025Q1: 9,626 shares; 2025Q2: 7,106 shares; 2025Q3: 12,814 shares; 2025Q4: 12,884 shares 12,884 $1.76M 0.07% +70 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,026 shares; 2024Q4: 15,053 shares; 2025Q1: 15,226 shares; 2025Q2: 14,529 shares; 2025Q3: 5,946 shares; 2025Q4: 12,291 shares 12,291 $1.76M 0.07% +6,345 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,943 shares; 2024Q4: 40,162 shares; 2025Q1: 41,459 shares; 2025Q2: 40,580 shares; 2025Q3: 5,183 shares; 2025Q4: 12,680 shares 12,680 $1.76M 0.07% +7,497 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 3,733 shares; 2025Q1: 2,174 shares; 2025Q2: 1,151 shares; 2025Q3: 2,724 shares; 2025Q4: 18,710 shares 18,710 $1.75M 0.07% +15,986 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,432 shares; 2024Q4: 87,276 shares; 2025Q1: 82,126 shares; 2025Q2: 46,161 shares; 2025Q3: not reported; 2025Q4: 47,375 shares 47,375 $1.75M 0.07% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,527 shares; 2024Q4: 24,458 shares; 2025Q1: 26,308 shares; 2025Q2: 18,700 shares; 2025Q3: 11,887 shares; 2025Q4: 17,382 shares 17,382 $1.74M 0.06% +5,495 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 8,313 shares; 2025Q1: 8,542 shares; 2025Q2: 4,884 shares; 2025Q3: 6,312 shares; 2025Q4: 6,433 shares 6,433 $1.73M 0.06% +121 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,459 shares; 2024Q4: 91,616 shares; 2025Q1: 86,016 shares; 2025Q2: 77,392 shares; 2025Q3: 2,805 shares; 2025Q4: 57,302 shares 57,302 $1.73M 0.06% +54,497 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,453 shares; 2025Q1: 7,128 shares; 2025Q2: 5,015 shares; 2025Q3: 14,088 shares; 2025Q4: 20,913 shares 20,913 $1.73M 0.06% +6,825 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,614 shares; 2024Q4: 60,765 shares; 2025Q1: 65,412 shares; 2025Q2: 37,381 shares; 2025Q3: 843 shares; 2025Q4: 48,800 shares 48,800 $1.72M 0.06% +47,957 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,260 shares; 2024Q4: 26,561 shares; 2025Q1: 27,056 shares; 2025Q2: 22,402 shares; 2025Q3: 21,090 shares; 2025Q4: 20,398 shares 20,398 $1.72M 0.06% -692 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 356 shares; 2025Q4: 31,421 shares 31,421 $1.69M 0.06% +31,065 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 7,588 shares; 2025Q1: 7,178 shares; 2025Q2: 6,798 shares; 2025Q3: 1,936 shares; 2025Q4: 6,358 shares 6,358 $1.68M 0.06% +4,422 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,487 shares; 2024Q4: 48,445 shares; 2025Q1: 48,445 shares; 2025Q2: 38,076 shares; 2025Q3: 47,520 shares; 2025Q4: 40,428 shares 40,428 $1.67M 0.06% -7,092 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 3,784 shares; 2025Q1: 3,847 shares; 2025Q2: 1,810 shares; 2025Q3: 1,652 shares; 2025Q4: 4,711 shares 4,711 $1.66M 0.06% +3,059 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,523 shares; 2024Q4: 77,342 shares; 2025Q1: 71,022 shares; 2025Q2: 43,485 shares; 2025Q3: 39,019 shares; 2025Q4: 37,193 shares 37,193 $1.66M 0.06% -1,826 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,207 shares; 2024Q4: 163,917 shares; 2025Q1: 94,592 shares; 2025Q2: 51,800 shares; 2025Q3: 87 shares; 2025Q4: 27,735 shares 27,735 $1.66M 0.06% +27,648 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,144 shares; 2024Q4: 30,339 shares; 2025Q1: 7,276 shares; 2025Q2: 25,858 shares; 2025Q3: 4,295 shares; 2025Q4: 5,222 shares 5,222 $1.64M 0.06% +927 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,574 shares; 2024Q4: 24,759 shares; 2025Q1: 15,746 shares; 2025Q2: 20,976 shares; 2025Q3: 16,947 shares; 2025Q4: 8,922 shares 8,922 $1.64M 0.06% -8,025 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,218 shares; 2024Q4: 12,199 shares; 2025Q1: 11,825 shares; 2025Q2: 9,326 shares; 2025Q3: 2,866 shares; 2025Q4: 14,163 shares 14,163 $1.63M 0.06% +11,297 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 48 shares; 2025Q4: 3,462 shares 3,462 $1.62M 0.06% +3,414 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,337 shares; 2025Q1: not reported; 2025Q2: 6,621 shares; 2025Q3: 1,397 shares; 2025Q4: 14,357 shares 14,357 $1.61M 0.06% +12,960 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,675 shares; 2025Q1: 1,799 shares; 2025Q2: 1,542 shares; 2025Q3: 213 shares; 2025Q4: 1,814 shares 1,814 $1.59M 0.06% +1,601 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 28,619 shares; 2025Q1: 28,529 shares; 2025Q2: 26,168 shares; 2025Q3: 25,572 shares; 2025Q4: 21,307 shares 21,307 $1.58M 0.06% -4,265 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,738 shares; 2024Q4: 11,745 shares; 2025Q1: 11,866 shares; 2025Q2: 8,124 shares; 2025Q3: 9,879 shares; 2025Q4: 5,094 shares 5,094 $1.57M 0.06% -4,785 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 142 shares; 2025Q4: 9,588 shares 9,588 $1.57M 0.06% +9,446 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,890 shares; 2024Q4: 26,131 shares; 2025Q1: 21,930 shares; 2025Q2: 10,472 shares; 2025Q3: 10,616 shares; 2025Q4: 17,707 shares 17,707 $1.54M 0.06% +7,091 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,428 shares; 2025Q1: 1,429 shares; 2025Q2: 939 shares; 2025Q3: 1,093 shares; 2025Q4: 3,615 shares 3,615 $1.54M 0.06% +2,522 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,689 shares; 2024Q4: 14,166 shares; 2025Q1: 13,354 shares; 2025Q2: 11,732 shares; 2025Q3: 655 shares; 2025Q4: 32,641 shares 32,641 $1.54M 0.06% +31,986 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 198 shares; 2025Q4: 3,625 shares 3,625 $1.53M 0.06% +3,427 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 16,203 shares; 2025Q1: 16,660 shares; 2025Q2: 12,548 shares; 2025Q3: 10,324 shares; 2025Q4: 13,394 shares 13,394 $1.52M 0.06% +3,070 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,633 shares; 2024Q4: 314,947 shares; 2025Q1: 326,034 shares; 2025Q2: 166,175 shares; 2025Q3: 17,548 shares; 2025Q4: 60,334 shares 60,334 $1.52M 0.06% +42,786 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,867 shares; 2025Q3: 43,451 shares; 2025Q4: 38,710 shares 38,710 $1.52M 0.06% -4,741 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,019 shares; 2024Q4: 58,851 shares; 2025Q1: 59,271 shares; 2025Q2: 44,871 shares; 2025Q3: 42,887 shares; 2025Q4: 83,156 shares 83,156 $1.52M 0.06% +40,269 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,445 shares; 2025Q1: 5,137 shares; 2025Q2: 4,486 shares; 2025Q3: 4,578 shares; 2025Q4: 3,127 shares 3,127 $1.51M 0.06% -1,451 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,970 shares; 2024Q4: 33,840 shares; 2025Q1: 31,422 shares; 2025Q2: 30,543 shares; 2025Q3: 2,069 shares; 2025Q4: 24,315 shares 24,315 $1.51M 0.06% +22,246 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 27,772 shares; 2025Q1: 14,837 shares; 2025Q2: 14,262 shares; 2025Q3: 282 shares; 2025Q4: 18,159 shares 18,159 $1.51M 0.06% +17,877 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 34,270 shares 34,270 $1.5M 0.06% new Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,716 shares; 2025Q4: 51,924 shares 51,924 $1.5M 0.06% -64,792 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,484 shares; 2024Q4: 145,666 shares; 2025Q1: 145,064 shares; 2025Q2: 84,862 shares; 2025Q3: 21,950 shares; 2025Q4: 25,977 shares 25,977 $1.49M 0.06% +4,027 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,568 shares; 2024Q4: 84,107 shares; 2025Q1: 87,529 shares; 2025Q2: 53,316 shares; 2025Q3: 34,456 shares; 2025Q4: 41,770 shares 41,770 $1.49M 0.06% +7,314 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 10,000 shares; 2025Q1: 10,388 shares; 2025Q2: 10,318 shares; 2025Q3: 1,381 shares; 2025Q4: 18,803 shares 18,803 $1.48M 0.06% +17,422 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 15,043 shares; 2025Q1: 15,071 shares; 2025Q2: 11,194 shares; 2025Q3: 11,730 shares; 2025Q4: 14,478 shares 14,478 $1.48M 0.06% +2,748 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,444 shares; 2024Q4: 26,511 shares; 2025Q1: 21,720 shares; 2025Q2: 15,929 shares; 2025Q3: 27,910 shares; 2025Q4: 13,951 shares 13,951 $1.47M 0.05% -13,959 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 16,506 shares; 2025Q1: 16,575 shares; 2025Q2: 6,366 shares; 2025Q3: 5,943 shares; 2025Q4: 15,282 shares 15,282 $1.47M 0.05% +9,339 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 19,583 shares; 2025Q1: 18,691 shares; 2025Q2: 12,340 shares; 2025Q3: 5,447 shares; 2025Q4: 54,899 shares 54,899 $1.45M 0.05% +49,452 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,456 shares; 2024Q4: 28,743 shares; 2025Q1: 33,007 shares; 2025Q2: 37,621 shares; 2025Q3: 12,006 shares; 2025Q4: 34,030 shares 34,030 $1.45M 0.05% +22,024 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,733 shares; 2024Q4: 46,230 shares; 2025Q1: 50,011 shares; 2025Q2: 45,266 shares; 2025Q3: 24,372 shares; 2025Q4: 110,660 shares 110,660 $1.45M 0.05% +86,288 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,925 shares; 2024Q4: 22,423 shares; 2025Q1: 21,200 shares; 2025Q2: 14,628 shares; 2025Q3: 13,285 shares; 2025Q4: 9,228 shares 9,228 $1.43M 0.05% -4,057 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,807 shares; 2024Q4: 20,982 shares; 2025Q1: 21,488 shares; 2025Q2: 20,880 shares; 2025Q3: 5,296 shares; 2025Q4: 26,742 shares 26,742 $1.43M 0.05% +21,446 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 68,031 shares; 2025Q1: 15,137 shares; 2025Q2: 4,297 shares; 2025Q3: 14,601 shares; 2025Q4: 8,453 shares 8,453 $1.42M 0.05% -6,148 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,417 shares; 2025Q1: 1,502 shares; 2025Q2: 740 shares; 2025Q3: 762 shares; 2025Q4: 7,649 shares 7,649 $1.42M 0.05% +6,887 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,572 shares; 2025Q3: 511 shares; 2025Q4: 10,250 shares 10,250 $1.41M 0.05% +9,739 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,879 shares; 2024Q4: 147,790 shares; 2025Q1: 139,184 shares; 2025Q2: 120,421 shares; 2025Q3: 69,523 shares; 2025Q4: 23,209 shares 23,209 $1.4M 0.05% -46,314 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 10,977 shares; 2025Q1: 9,025 shares; 2025Q2: 6,982 shares; 2025Q3: 10,282 shares; 2025Q4: 6,301 shares 6,301 $1.38M 0.05% -3,981 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,838 shares; 2024Q4: 37,526 shares; 2025Q1: 40,777 shares; 2025Q2: 41,112 shares; 2025Q3: 26,010 shares; 2025Q4: 36,004 shares 36,004 $1.38M 0.05% +9,994 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,537 shares; 2025Q1: 19,668 shares; 2025Q2: 1,556 shares; 2025Q3: 4,500 shares; 2025Q4: 34,597 shares 34,597 $1.37M 0.05% +30,097 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 6,059 shares; 2025Q1: 3,497 shares; 2025Q2: 3,478 shares; 2025Q3: 3,268 shares; 2025Q4: 3,701 shares 3,701 $1.37M 0.05% +433 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,585 shares; 2024Q4: 66,795 shares; 2025Q1: 32,361 shares; 2025Q2: 15,046 shares; 2025Q3: 80,590 shares; 2025Q4: 19,618 shares 19,618 $1.36M 0.05% -60,972 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 416 shares; 2025Q4: 14,718 shares 14,718 $1.36M 0.05% +14,302 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 16,396 shares; 2025Q1: 16,683 shares; 2025Q2: 10,273 shares; 2025Q3: 6,531 shares; 2025Q4: 10,769 shares 10,769 $1.35M 0.05% +4,238 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,964 shares 18,964 $1.34M 0.05% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 9,319 shares; 2025Q1: 6,509 shares; 2025Q2: 4,012 shares; 2025Q3: 8,860 shares; 2025Q4: 9,062 shares 9,062 $1.34M 0.05% +202 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,910 shares; 2025Q1: 5,016 shares; 2025Q2: 4,058 shares; 2025Q3: 695 shares; 2025Q4: 12,712 shares 12,712 $1.33M 0.05% +12,017 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 144 shares; 2025Q4: 9,359 shares 9,359 $1.33M 0.05% +9,215 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,453 shares; 2024Q4: 32,142 shares; 2025Q1: 32,936 shares; 2025Q2: 28,542 shares; 2025Q3: 832 shares; 2025Q4: 20,495 shares 20,495 $1.33M 0.05% +19,663 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,940 shares; 2024Q4: 53,028 shares; 2025Q1: 66,315 shares; 2025Q2: 72,168 shares; 2025Q3: 4,204 shares; 2025Q4: 55,351 shares 55,351 $1.31M 0.05% +51,147 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,079 shares; 2024Q4: 35,805 shares; 2025Q1: 38,207 shares; 2025Q2: 38,143 shares; 2025Q3: not reported; 2025Q4: 26,648 shares 26,648 $1.3M 0.05% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,411 shares; 2024Q4: 61,698 shares; 2025Q1: 65,688 shares; 2025Q2: 55,109 shares; 2025Q3: 2,545 shares; 2025Q4: 53,269 shares 53,269 $1.3M 0.05% +50,724 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,494 shares; 2024Q4: 105,687 shares; 2025Q1: 68,045 shares; 2025Q2: 33,200 shares; 2025Q3: 68,450 shares; 2025Q4: 19,491 shares 19,491 $1.29M 0.05% -48,959 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 3,039 shares; 2025Q1: 3,039 shares; 2025Q2: 1,273 shares; 2025Q3: 1,812 shares; 2025Q4: 10,902 shares 10,902 $1.29M 0.05% +9,090 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,025 shares; 2024Q4: 9,042 shares; 2025Q1: 8,646 shares; 2025Q2: 5,460 shares; 2025Q3: 3,763 shares; 2025Q4: 11,620 shares 11,620 $1.28M 0.05% +7,857 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 10,684 shares; 2025Q1: 10,573 shares; 2025Q2: 7,595 shares; 2025Q3: 4,104 shares; 2025Q4: 10,361 shares 10,361 $1.26M 0.05% +6,257 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,323 shares; 2024Q4: 20,132 shares; 2025Q1: 19,716 shares; 2025Q2: 21,421 shares; 2025Q3: not reported; 2025Q4: 17,569 shares 17,569 $1.26M 0.05% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 4,591 shares; 2025Q1: 4,607 shares; 2025Q2: 4,097 shares; 2025Q3: 4,865 shares; 2025Q4: 15,496 shares 15,496 $1.24M 0.05% +10,631 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,971 shares; 2024Q4: 19,805 shares; 2025Q1: 19,748 shares; 2025Q2: 12,695 shares; 2025Q3: 6,101 shares; 2025Q4: 12,130 shares 12,130 $1.24M 0.05% +6,029 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 8,451 shares; 2025Q1: 8,828 shares; 2025Q2: 8,897 shares; 2025Q3: 2,066 shares; 2025Q4: 24,633 shares 24,633 $1.24M 0.05% +22,567 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: 100 shares; 2025Q4: 7,656 shares 7,656 $1.24M 0.05% +7,556 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,908 shares; 2024Q4: 148,418 shares; 2025Q1: 22,099 shares; 2025Q2: 17,910 shares; 2025Q3: 11,580 shares; 2025Q4: 33,127 shares 33,127 $1.22M 0.05% +21,547 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 7,704 shares; 2025Q1: 8,332 shares; 2025Q2: 2,878 shares; 2025Q3: 2,187 shares; 2025Q4: 2,746 shares 2,746 $1.22M 0.05% +559 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,538 shares; 2024Q4: 9,487 shares; 2025Q1: 9,796 shares; 2025Q2: 7,493 shares; 2025Q3: 2,429 shares; 2025Q4: 13,151 shares 13,151 $1.21M 0.05% +10,722 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,134 shares; 2024Q4: 28,046 shares; 2025Q1: 27,130 shares; 2025Q2: 12,709 shares; 2025Q3: 23,922 shares; 2025Q4: 19,130 shares 19,130 $1.2M 0.04% -4,792 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 3,989 shares; 2025Q1: 2,689 shares; 2025Q2: 2,999 shares; 2025Q3: 8,528 shares; 2025Q4: 1,978 shares 1,978 $1.19M 0.04% -6,550 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,071 shares 22,071 $1.19M 0.04% new Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,496 shares; 2025Q2: 12,066 shares; 2025Q3: not reported; 2025Q4: 44,866 shares 44,866 $1.19M 0.04% new Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,523 shares; 2024Q4: 80,744 shares; 2025Q1: 80,744 shares; 2025Q2: 80,679 shares; 2025Q3: 77,429 shares; 2025Q4: 57,773 shares 57,773 $1.19M 0.04% -19,656 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,487 shares; 2024Q4: 74,132 shares; 2025Q1: 49,022 shares; 2025Q2: 31,858 shares; 2025Q3: 26,500 shares; 2025Q4: 43,072 shares 43,072 $1.19M 0.04% +16,572 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 5,712 shares; 2025Q1: 5,082 shares; 2025Q2: 8,851 shares; 2025Q3: 7,649 shares; 2025Q4: 7,363 shares 7,363 $1.19M 0.04% -286 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,628 shares; 2024Q4: 55,014 shares; 2025Q1: 59,587 shares; 2025Q2: 62,751 shares; 2025Q3: 32,581 shares; 2025Q4: 61,569 shares 61,569 $1.17M 0.04% +28,988 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,481 shares; 2024Q4: 42,033 shares; 2025Q1: 41,642 shares; 2025Q2: 40,053 shares; 2025Q3: 7,036 shares; 2025Q4: 32,141 shares 32,141 $1.16M 0.04% +25,105 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,990 shares; 2024Q4: 118,290 shares; 2025Q1: 98,885 shares; 2025Q2: 25,886 shares; 2025Q3: 66,534 shares; 2025Q4: 38,586 shares 38,586 $1.16M 0.04% -27,948 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 190 shares; 2025Q4: 43,556 shares 43,556 $1.15M 0.04% +43,366 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 12,015 shares; 2025Q1: 12,074 shares; 2025Q2: 11,608 shares; 2025Q3: 11,407 shares; 2025Q4: 8,924 shares 8,924 $1.15M 0.04% -2,483 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,861 shares; 2025Q3: not reported; 2025Q4: 42,419 shares 42,419 $1.15M 0.04% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,050 shares; 2025Q4: 41,882 shares 41,882 $1.14M 0.04% -59,168 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 1,683 shares; 2025Q1: 3,416 shares; 2025Q2: 3,003 shares; 2025Q3: 1,282 shares; 2025Q4: 1,980 shares 1,980 $1.13M 0.04% +698 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,381 shares 15,381 $1.13M 0.04% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,285 shares; 2024Q4: 103,525 shares; 2025Q1: 103,167 shares; 2025Q2: 83,095 shares; 2025Q3: 86,836 shares; 2025Q4: 22,807 shares 22,807 $1.12M 0.04% -64,029 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,074 shares 19,074 $1.1M 0.04% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,062 shares; 2024Q4: 16,430 shares; 2025Q1: 15,190 shares; 2025Q2: 8,736 shares; 2025Q3: 325 shares; 2025Q4: 7,464 shares 7,464 $1.1M 0.04% +7,139 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 9,751 shares; 2025Q1: 9,972 shares; 2025Q2: 9,774 shares; 2025Q3: 7,604 shares; 2025Q4: 5,982 shares 5,982 $1.1M 0.04% -1,622 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,546 shares; 2025Q1: 3,377 shares; 2025Q2: 2,993 shares; 2025Q3: 1,124 shares; 2025Q4: 9,996 shares 9,996 $1.1M 0.04% +8,872 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 9,584 shares; 2025Q1: 11,528 shares; 2025Q2: 11,309 shares; 2025Q3: 4,998 shares; 2025Q4: 4,558 shares 4,558 $1.1M 0.04% -440 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,760 shares; 2024Q4: 64,874 shares; 2025Q1: 61,120 shares; 2025Q2: 54,431 shares; 2025Q3: 59,446 shares; 2025Q4: 11,882 shares 11,882 $1.1M 0.04% -47,564 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 8,609 shares; 2025Q1: 8,445 shares; 2025Q2: 6,574 shares; 2025Q3: 3,211 shares; 2025Q4: 4,556 shares 4,556 $1.1M 0.04% +1,345 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 11,901 shares; 2025Q1: 11,901 shares; 2025Q2: 11,193 shares; 2025Q3: 12,369 shares; 2025Q4: 15,993 shares 15,993 $1.08M 0.04% +3,624 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,389 shares; 2024Q4: 21,351 shares; 2025Q1: 21,351 shares; 2025Q2: 22,739 shares; 2025Q3: 26,678 shares; 2025Q4: 21,802 shares 21,802 $1.08M 0.04% -4,876 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,967 shares; 2024Q4: 18,471 shares; 2025Q1: 18,913 shares; 2025Q2: 8,453 shares; 2025Q3: 6,824 shares; 2025Q4: 11,519 shares 11,519 $1.07M 0.04% +4,695 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,587 shares; 2025Q1: 2,591 shares; 2025Q2: 2,190 shares; 2025Q3: 1,408 shares; 2025Q4: 1,219 shares 1,219 $1.07M 0.04% -189 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,141 shares; 2025Q4: 8,974 shares 8,974 $1.07M 0.04% +7,833 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,051 shares; 2025Q1: 1,040 shares; 2025Q2: 1,005 shares; 2025Q3: 257 shares; 2025Q4: 3,040 shares 3,040 $1.07M 0.04% +2,783 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: not reported; 2025Q4: 23,310 shares 23,310 $1.07M 0.04% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 488 shares; 2025Q3: not reported; 2025Q4: 13,156 shares 13,156 $1.06M 0.04% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,688 shares; 2025Q3: 100 shares; 2025Q4: 3,808 shares 3,808 $1.06M 0.04% +3,708 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,771 shares; 2025Q4: 41,771 shares 41,771 $1.06M 0.04% -58,000 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 75,083 shares; 2025Q1: 82,628 shares; 2025Q2: 69,041 shares; 2025Q3: 32,351 shares; 2025Q4: 42,035 shares 42,035 $1.05M 0.04% +9,684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 26,486 shares; 2025Q1: 27,577 shares; 2025Q2: 18,119 shares; 2025Q3: 12,681 shares; 2025Q4: 18,277 shares 18,277 $1.04M 0.04% +5,596 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,846 shares; 2025Q1: 4,986 shares; 2025Q2: 4,900 shares; 2025Q3: 8,436 shares; 2025Q4: 16,334 shares 16,334 $1.04M 0.04% +7,898 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 10,659 shares; 2025Q4: 22,620 shares 22,620 $1.03M 0.04% +11,961 Timeline SPDV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,613 shares; 2024Q4: 37,357 shares; 2025Q1: 37,357 shares; 2025Q2: 37,384 shares; 2025Q3: 35,286 shares; 2025Q4: 29,650 shares 29,650 $1.03M 0.04% -5,636 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,004 shares; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 160 shares; 2025Q4: 2,675 shares 2,675 $1.03M 0.04% +2,515 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,702 shares; 2024Q4: 24,858 shares; 2025Q1: 25,091 shares; 2025Q2: 14,963 shares; 2025Q3: 17,597 shares; 2025Q4: 15,395 shares 15,395 $1.02M 0.04% -2,202 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,509 shares; 2024Q4: 20,976 shares; 2025Q1: 22,635 shares; 2025Q2: 18,161 shares; 2025Q3: 9,066 shares; 2025Q4: 5,341 shares 5,341 $1.02M 0.04% -3,725 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 9,855 shares; 2025Q1: 9,781 shares; 2025Q2: 5,057 shares; 2025Q3: 8,288 shares; 2025Q4: 25,725 shares 25,725 $1.02M 0.04% +17,437 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,937 shares 25,937 $1.01M 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,152 shares; 2025Q1: 7,184 shares; 2025Q2: 4,985 shares; 2025Q3: 3,959 shares; 2025Q4: 3,495 shares 3,495 $1.01M 0.04% -464 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 5,187 shares; 2025Q1: 3,731 shares; 2025Q2: 3,715 shares; 2025Q3: 2,591 shares; 2025Q4: 2,559 shares 2,559 $996K 0.04% -32 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,378 shares; 2024Q4: 67,832 shares; 2025Q1: 82,455 shares; 2025Q2: 60,879 shares; 2025Q3: 17,794 shares; 2025Q4: 13,237 shares 13,237 $993K 0.04% -4,557 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 7,820 shares; 2025Q1: 7,720 shares; 2025Q2: 5,055 shares; 2025Q3: 6,205 shares; 2025Q4: 16,914 shares 16,914 $991K 0.04% +10,709 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,731 shares; 2024Q4: 20,040 shares; 2025Q1: 20,040 shares; 2025Q2: 8,874 shares; 2025Q3: 11,936 shares; 2025Q4: 14,340 shares 14,340 $980K 0.04% +2,404 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 15,879 shares; 2025Q1: 14,918 shares; 2025Q2: 5,589 shares; 2025Q3: 7,937 shares; 2025Q4: 13,686 shares 13,686 $977K 0.04% +5,749 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: not reported; 2025Q4: 19,008 shares 19,008 $967K 0.04% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,418 shares; 2024Q4: 282,648 shares; 2025Q1: 271,976 shares; 2025Q2: 233,868 shares; 2025Q3: 242,339 shares; 2025Q4: 40,784 shares 40,784 $963K 0.04% -201,555 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 8 shares; 2025Q4: 5,380 shares 5,380 $961K 0.04% +5,372 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,939 shares; 2025Q1: 2,905 shares; 2025Q2: 2,080 shares; 2025Q3: 859 shares; 2025Q4: 2,741 shares 2,741 $959K 0.04% +1,882 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,579 shares; 2024Q4: 17,141 shares; 2025Q1: 13,176 shares; 2025Q2: 3,630 shares; 2025Q3: 6,608 shares; 2025Q4: 6,126 shares 6,126 $944K 0.04% -482 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,529 shares; 2024Q4: 168,521 shares; 2025Q1: 163,857 shares; 2025Q2: 110,511 shares; 2025Q3: 44,493 shares; 2025Q4: 29,486 shares 29,486 $939K 0.04% -15,007 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,041 shares; 2025Q1: 1,052 shares; 2025Q2: 1,165 shares; 2025Q3: 763 shares; 2025Q4: 2,992 shares 2,992 $934K 0.03% +2,229 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,066 shares; 2025Q3: 114 shares; 2025Q4: 8,700 shares 8,700 $928K 0.03% +8,586 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 9,940 shares; 2025Q1: 9,289 shares; 2025Q2: 6,365 shares; 2025Q3: 2,463 shares; 2025Q4: 20,889 shares 20,889 $928K 0.03% +18,426 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,134 shares; 2025Q4: 6,465 shares 6,465 $927K 0.03% +5,331 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,153 shares; 2024Q4: 41,220 shares; 2025Q1: 41,684 shares; 2025Q2: 35,955 shares; 2025Q3: 9,939 shares; 2025Q4: 11,548 shares 11,548 $921K 0.03% +1,609 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,018 shares; 2024Q4: 8,573 shares; 2025Q1: 7,477 shares; 2025Q2: 4,542 shares; 2025Q3: 6,365 shares; 2025Q4: 12,494 shares 12,494 $919K 0.03% +6,129 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,142 shares; 2024Q4: 22,238 shares; 2025Q1: 22,351 shares; 2025Q2: 16,606 shares; 2025Q3: 15,883 shares; 2025Q4: 30,325 shares 30,325 $906K 0.03% +14,442 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares; 2025Q2: 3,669 shares; 2025Q3: 8,285 shares; 2025Q4: 6,528 shares 6,528 $898K 0.03% -1,757 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 4,896 shares; 2025Q1: 10,197 shares; 2025Q2: 10,484 shares; 2025Q3: 1,924 shares; 2025Q4: 4,314 shares 4,314 $898K 0.03% +2,390 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 2,293 shares; 2025Q4: 16,569 shares 16,569 $893K 0.03% +14,276 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 3,365 shares; 2025Q1: 1,727 shares; 2025Q2: 658 shares; 2025Q3: 403 shares; 2025Q4: 3,914 shares 3,914 $891K 0.03% +3,511 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: 2,774 shares; 2025Q3: 1,925 shares; 2025Q4: 9,387 shares 9,387 $890K 0.03% +7,462 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,953 shares; 2025Q1: 3,113 shares; 2025Q2: 3,509 shares; 2025Q3: 1,501 shares; 2025Q4: 5,009 shares 5,009 $889K 0.03% +3,508 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,884 shares; 2024Q4: 15,074 shares; 2025Q1: 15,862 shares; 2025Q2: 15,091 shares; 2025Q3: 300 shares; 2025Q4: 12,605 shares 12,605 $879K 0.03% +12,305 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 3,192 shares; 2025Q1: 3,186 shares; 2025Q2: 1,515 shares; 2025Q3: 1,310 shares; 2025Q4: 1,719 shares 1,719 $877K 0.03% +409 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 510 shares; 2025Q1: 492 shares; 2025Q2: 479 shares; 2025Q3: 176 shares; 2025Q4: 815 shares 815 $872K 0.03% +639 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,770 shares; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 130 shares; 2025Q4: 1,783 shares 1,783 $866K 0.03% +1,653 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 10,042 shares; 2025Q1: 12,470 shares; 2025Q2: 4,898 shares; 2025Q3: 7,850 shares; 2025Q4: 23,138 shares 23,138 $865K 0.03% +15,288 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,562 shares; 2024Q4: 120,789 shares; 2025Q1: 143,416 shares; 2025Q2: 104,128 shares; 2025Q3: 25,754 shares; 2025Q4: 56,620 shares 56,620 $864K 0.03% +30,866 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,957 shares; 2025Q1: 7,948 shares; 2025Q2: 3,667 shares; 2025Q3: 6,654 shares; 2025Q4: 3,987 shares 3,987 $856K 0.03% -2,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 10,721 shares; 2025Q2: 12,934 shares; 2025Q3: 2,322 shares; 2025Q4: 8,582 shares 8,582 $852K 0.03% +6,260 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,221 shares; 2025Q1: 3,190 shares; 2025Q2: 2,290 shares; 2025Q3: 1,989 shares; 2025Q4: 7,607 shares 7,607 $839K 0.03% +5,618 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 179 shares; 2025Q4: 1,842 shares 1,842 $835K 0.03% +1,663 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 7,060 shares; 2025Q1: 17,026 shares; 2025Q2: 19,537 shares; 2025Q3: 3,421 shares; 2025Q4: 9,560 shares 9,560 $834K 0.03% +6,139 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 23,605 shares; 2025Q1: 21,679 shares; 2025Q2: 14,264 shares; 2025Q3: not reported; 2025Q4: 11,190 shares 11,190 $833K 0.03% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,833 shares; 2024Q4: 14,836 shares; 2025Q1: 15,323 shares; 2025Q2: 16,255 shares; 2025Q3: 650 shares; 2025Q4: 10,346 shares 10,346 $832K 0.03% +9,696 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,446 shares; 2025Q4: 7,032 shares 7,032 $828K 0.03% +5,586 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,496 shares; 2024Q4: 37,868 shares; 2025Q1: 36,643 shares; 2025Q2: 34,552 shares; 2025Q3: 21,610 shares; 2025Q4: 15,618 shares 15,618 $827K 0.03% -5,992 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336 shares; 2025Q4: 33,147 shares 33,147 $826K 0.03% +32,811 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,389 shares; 2025Q1: 5,666 shares; 2025Q2: 12,287 shares; 2025Q3: 14,242 shares; 2025Q4: 14,840 shares 14,840 $825K 0.03% +598 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,074 shares; 2024Q4: 20,216 shares; 2025Q1: 21,421 shares; 2025Q2: 21,706 shares; 2025Q3: 15,542 shares; 2025Q4: 14,891 shares 14,891 $822K 0.03% -651 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,109 shares; 2024Q4: 43,778 shares; 2025Q1: 43,360 shares; 2025Q2: 33,529 shares; 2025Q3: 500 shares; 2025Q4: 25,153 shares 25,153 $819K 0.03% +24,653 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 23,222 shares; 2025Q1: 16,874 shares; 2025Q2: 10,398 shares; 2025Q3: 23,517 shares; 2025Q4: 14,346 shares 14,346 $813K 0.03% -9,171 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: not reported; 2025Q1: 3,069 shares; 2025Q2: 275 shares; 2025Q3: 899 shares; 2025Q4: 1,323 shares 1,323 $809K 0.03% +424 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,464 shares; 2025Q2: 12,516 shares; 2025Q3: 1,317 shares; 2025Q4: 30,481 shares 30,481 $808K 0.03% +29,164 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 775 shares; 2025Q4: 31,879 shares 31,879 $807K 0.03% +31,104 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,285 shares; 2025Q3: not reported; 2025Q4: 13,499 shares 13,499 $804K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,460 shares; 2025Q1: 7,302 shares; 2025Q2: 5,875 shares; 2025Q3: 2,114 shares; 2025Q4: 10,052 shares 10,052 $798K 0.03% +7,938 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 2,988 shares; 2025Q1: 3,035 shares; 2025Q2: 2,064 shares; 2025Q3: 1,083 shares; 2025Q4: 3,073 shares 3,073 $790K 0.03% +1,990 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,136 shares; 2024Q4: 62,196 shares; 2025Q1: 38,040 shares; 2025Q2: 20,738 shares; 2025Q3: 34,044 shares; 2025Q4: 10,690 shares 10,690 $786K 0.03% -23,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,531 shares; 2024Q4: 26,599 shares; 2025Q1: 26,998 shares; 2025Q2: 9,373 shares; 2025Q3: 24,090 shares; 2025Q4: 13,905 shares 13,905 $784K 0.03% -10,185 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,107 shares; 2025Q3: 1,077 shares; 2025Q4: 15,332 shares 15,332 $784K 0.03% +14,255 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,274 shares; 2025Q1: 17,728 shares; 2025Q2: 12,951 shares; 2025Q3: 9,815 shares; 2025Q4: 7,680 shares 7,680 $780K 0.03% -2,135 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,448 shares; 2025Q3: 2,058 shares; 2025Q4: 47,120 shares 47,120 $774K 0.03% +45,062 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 4,594 shares; 2025Q1: 4,562 shares; 2025Q2: 4,225 shares; 2025Q3: 1,084 shares; 2025Q4: 6,063 shares 6,063 $774K 0.03% +4,979 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,924 shares; 2024Q4: 40,340 shares; 2025Q1: 37,934 shares; 2025Q2: 24,955 shares; 2025Q3: 505 shares; 2025Q4: 17,319 shares 17,319 $772K 0.03% +16,814 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,777 shares; 2024Q4: 48,887 shares; 2025Q1: 49,016 shares; 2025Q2: 25,374 shares; 2025Q3: 38,941 shares; 2025Q4: 16,175 shares 16,175 $769K 0.03% -22,766 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,847 shares; 2025Q1: 3,159 shares; 2025Q2: 2,026 shares; 2025Q3: 2,776 shares; 2025Q4: 4,718 shares 4,718 $767K 0.03% +1,942 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,712 shares; 2024Q4: 23,154 shares; 2025Q1: 25,776 shares; 2025Q2: 20,072 shares; 2025Q3: 15,979 shares; 2025Q4: 15,647 shares 15,647 $767K 0.03% -332 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,211 shares 10,211 $765K 0.03% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,687 shares; 2025Q4: 22,566 shares 22,566 $763K 0.03% +19,879 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 109 shares; 2025Q4: 3,038 shares 3,038 $763K 0.03% +2,929 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,773 shares; 2024Q4: 5,178 shares; 2025Q1: 5,153 shares; 2025Q2: 1,721 shares; 2025Q3: 4,526 shares; 2025Q4: 2,222 shares 2,222 $762K 0.03% -2,304 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,778 shares; 2025Q1: 954 shares; 2025Q2: 427 shares; 2025Q3: 350 shares; 2025Q4: 922 shares 922 $756K 0.03% +572 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $755K 0.03% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 40,562 shares; 2025Q1: 22,002 shares; 2025Q2: 23,072 shares; 2025Q3: 6,142 shares; 2025Q4: 7,364 shares 7,364 $753K 0.03% +1,222 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,382 shares; 2025Q3: 1,315 shares; 2025Q4: 16,735 shares 16,735 $749K 0.03% +15,420 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 11,000 shares; 2025Q1: 3,528 shares; 2025Q2: 4,977 shares; 2025Q3: 19,382 shares; 2025Q4: 14,591 shares 14,591 $742K 0.03% -4,791 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,742 shares 22,742 $740K 0.03% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,391 shares; 2024Q4: 29,236 shares; 2025Q1: 21,095 shares; 2025Q2: 18,576 shares; 2025Q3: 7,745 shares; 2025Q4: 9,523 shares 9,523 $740K 0.03% +1,778 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,484 shares; 2025Q1: 2,294 shares; 2025Q2: 2,639 shares; 2025Q3: 213 shares; 2025Q4: 7,753 shares 7,753 $738K 0.03% +7,540 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares 2,117 $718K 0.03% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,453 shares 23,453 $714K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 150 shares; 2025Q4: 2,581 shares 2,581 $711K 0.03% +2,431 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,569 shares; 2025Q4: 5,407 shares 5,407 $708K 0.03% +2,838 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,682 shares; 2024Q4: 42,188 shares; 2025Q1: 36,438 shares; 2025Q2: 21,002 shares; 2025Q3: 21,540 shares; 2025Q4: 15,951 shares 15,951 $707K 0.03% -5,589 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 645 shares; 2025Q4: 12,279 shares 12,279 $707K 0.03% +11,634 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,058 shares 4,058 $707K 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,731 shares; 2025Q1: 5,895 shares; 2025Q2: 3,862 shares; 2025Q3: 5,164 shares; 2025Q4: 1,501 shares 1,501 $704K 0.03% -3,663 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,994 shares; 2025Q1: 10,994 shares; 2025Q2: 1,372 shares; 2025Q3: 1,359 shares; 2025Q4: 27,224 shares 27,224 $703K 0.03% +25,865 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,917 shares; 2025Q1: 8,034 shares; 2025Q2: 7,003 shares; 2025Q3: 1,049 shares; 2025Q4: 5,305 shares 5,305 $703K 0.03% +4,256 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,365 shares; 2025Q1: 3,151 shares; 2025Q2: 2,451 shares; 2025Q3: 1,996 shares; 2025Q4: 7,269 shares 7,269 $693K 0.03% +5,273 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,895 shares; 2024Q4: 25,919 shares; 2025Q1: 22,686 shares; 2025Q2: 22,690 shares; 2025Q3: 402 shares; 2025Q4: 15,608 shares 15,608 $692K 0.03% +15,206 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,362 shares; 2024Q4: 249,508 shares; 2025Q1: 249,508 shares; 2025Q2: 326,965 shares; 2025Q3: 336,073 shares; 2025Q4: 265,118 shares 265,118 $692K 0.03% -70,955 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,441 shares; 2024Q4: 15,636 shares; 2025Q1: 12,427 shares; 2025Q2: 10,821 shares; 2025Q3: 2,768 shares; 2025Q4: 4,322 shares 4,322 $692K 0.03% +1,554 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,596 shares; 2025Q1: 6,626 shares; 2025Q2: 5,710 shares; 2025Q3: 2,918 shares; 2025Q4: 3,717 shares 3,717 $690K 0.03% +799 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 6,830 shares 6,830 $685K 0.03% +5,548 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 15,354 shares; 2025Q1: 15,386 shares; 2025Q2: 10,947 shares; 2025Q3: 10,036 shares; 2025Q4: 7,288 shares 7,288 $682K 0.03% -2,748 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 34,019 shares; 2025Q4: 17,623 shares 17,623 $680K 0.03% -16,396 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,182 shares; 2024Q4: 31,181 shares; 2025Q1: 35,253 shares; 2025Q2: 38,532 shares; 2025Q3: 3,308 shares; 2025Q4: 28,067 shares 28,067 $674K 0.03% +24,759 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 3,117 shares; 2025Q3: 1,320 shares; 2025Q4: 7,393 shares 7,393 $674K 0.03% +6,073 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,142 shares; 2025Q1: 2,106 shares; 2025Q2: 197 shares; 2025Q3: 1,973 shares; 2025Q4: 6,582 shares 6,582 $674K 0.03% +4,609 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,158 shares; 2025Q1: 9,840 shares; 2025Q2: 8,405 shares; 2025Q3: 3,271 shares; 2025Q4: 4,875 shares 4,875 $672K 0.03% +1,604 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,272 shares; 2025Q1: 69,417 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 7,502 shares 7,502 $669K 0.02% +6,737 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 5,307 shares 5,307 $662K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,586 shares; 2024Q4: 29,094 shares; 2025Q1: 30,876 shares; 2025Q2: 4,887 shares; 2025Q3: 745 shares; 2025Q4: 3,924 shares 3,924 $662K 0.02% +3,179 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,427 shares; 2024Q4: 32,739 shares; 2025Q1: 27,940 shares; 2025Q2: 22,118 shares; 2025Q3: 5,581 shares; 2025Q4: 19,001 shares 19,001 $660K 0.02% +13,420 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 437 shares; 2025Q4: 4,131 shares 4,131 $658K 0.02% +3,694 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 17,686 shares; 2025Q1: 20,284 shares; 2025Q2: 14,763 shares; 2025Q3: 13,030 shares; 2025Q4: 11,995 shares 11,995 $658K 0.02% -1,035 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,533 shares; 2024Q4: 19,896 shares; 2025Q1: 18,490 shares; 2025Q2: 9,496 shares; 2025Q3: 10,629 shares; 2025Q4: 6,305 shares 6,305 $656K 0.02% -4,324 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,553 shares; 2024Q4: 23,371 shares; 2025Q1: 30,289 shares; 2025Q2: 22,519 shares; 2025Q3: 11,140 shares; 2025Q4: 12,744 shares 12,744 $652K 0.02% +1,604 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 2,122 shares 2,122 $650K 0.02% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,713 shares; 2024Q4: 25,494 shares; 2025Q1: 25,503 shares; 2025Q2: 11,412 shares; 2025Q3: 18,808 shares; 2025Q4: 12,687 shares 12,687 $649K 0.02% -6,121 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,116 shares; 2025Q1: 4,137 shares; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 11,875 shares 11,875 $648K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 185 shares; 2025Q1: 84 shares; 2025Q2: 37 shares; 2025Q3: 186 shares; 2025Q4: 121 shares 121 $646K 0.02% -65 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 14,587 shares; 2025Q1: 15,976 shares; 2025Q2: 15,901 shares; 2025Q3: 2,347 shares; 2025Q4: 13,874 shares 13,874 $645K 0.02% +11,527 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 17,334 shares; 2025Q1: 17,334 shares; 2025Q2: 3,229 shares; 2025Q3: 11,172 shares; 2025Q4: 14,731 shares 14,731 $642K 0.02% +3,559 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,715 shares; 2024Q4: 22,267 shares; 2025Q1: 18,417 shares; 2025Q2: 9,504 shares; 2025Q3: 10,824 shares; 2025Q4: 3,016 shares 3,016 $640K 0.02% -7,808 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 7,921 shares; 2025Q1: 8,679 shares; 2025Q2: 5,999 shares; 2025Q3: 7,306 shares; 2025Q4: 7,820 shares 7,820 $639K 0.02% +514 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 8,231 shares 8,231 $638K 0.02% new Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,196 shares; 2024Q4: 15,951 shares; 2025Q1: 16,462 shares; 2025Q2: 15,805 shares; 2025Q3: 14,356 shares; 2025Q4: 10,536 shares 10,536 $636K 0.02% -3,820 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,448 shares 14,448 $635K 0.02% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 12,559 shares 12,559 $634K 0.02% +12,517 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,424 shares; 2024Q4: 29,424 shares; 2025Q1: 29,424 shares; 2025Q2: 14,193 shares; 2025Q3: 22,507 shares; 2025Q4: 13,247 shares 13,247 $632K 0.02% -9,260 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 100 shares; 2025Q4: 1,749 shares 1,749 $630K 0.02% +1,649 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,159 shares; 2024Q4: 15,089 shares; 2025Q1: 15,089 shares; 2025Q2: 15,803 shares; 2025Q3: 16,197 shares; 2025Q4: 11,550 shares 11,550 $624K 0.02% -4,647 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 1,056 shares; 2025Q1: 998 shares; 2025Q2: 400 shares; 2025Q3: 318 shares; 2025Q4: 1,190 shares 1,190 $622K 0.02% +872 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,623 shares; 2025Q2: 3,354 shares; 2025Q3: 884 shares; 2025Q4: 4,051 shares 4,051 $620K 0.02% +3,167 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 7,634 shares; 2025Q1: 4,045 shares; 2025Q2: 2,697 shares; 2025Q3: 6,766 shares; 2025Q4: 5,545 shares 5,545 $620K 0.02% -1,221 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,298 shares; 2024Q4: 28,273 shares; 2025Q1: 23,716 shares; 2025Q2: 16,624 shares; 2025Q3: 2,824 shares; 2025Q4: 6,446 shares 6,446 $619K 0.02% +3,622 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,521 shares; 2024Q4: 8,794 shares; 2025Q1: 8,806 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: 4,434 shares 4,434 $618K 0.02% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,119 shares; 2024Q4: 71,798 shares; 2025Q1: 71,819 shares; 2025Q2: 48,497 shares; 2025Q3: 69,890 shares; 2025Q4: 64,761 shares 64,761 $617K 0.02% -5,129 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,389 shares; 2024Q4: 51,567 shares; 2025Q1: 51,567 shares; 2025Q2: 37,265 shares; 2025Q3: 52,553 shares; 2025Q4: 40,184 shares 40,184 $616K 0.02% -12,369 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 474 shares; 2025Q4: 14,752 shares 14,752 $616K 0.02% +14,278 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,974 shares; 2025Q1: 2,473 shares; 2025Q2: 2,207 shares; 2025Q3: 2,111 shares; 2025Q4: 942 shares 942 $616K 0.02% -1,169 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,595 shares; 2024Q4: 54,182 shares; 2025Q1: 61,379 shares; 2025Q2: 56,365 shares; 2025Q3: 20,868 shares; 2025Q4: 23,469 shares 23,469 $616K 0.02% +2,601 Timeline