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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 667,361 shares; 2024Q1: 661,020 shares; 2024Q2: 671,166 shares; 2024Q3: 674,318 shares; 2024Q4: 674,021 shares; 2025Q1: 687,822 shares 687,822 $385M 22.94% +13,801 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 297,101 shares; 2024Q1: 293,279 shares; 2024Q2: 316,706 shares; 2024Q3: 337,793 shares; 2024Q4: 354,347 shares; 2025Q1: 367,103 shares 367,103 $206M 12.3% +12,756 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,732,624 shares; 2024Q1: 4,751,068 shares; 2024Q2: 4,849,513 shares; 2024Q3: 4,353,995 shares; 2024Q4: 4,507,605 shares; 2025Q1: 4,616,130 shares 4,616,130 $128M 7.66% +108,525 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 202,521 shares; 2024Q1: 199,567 shares; 2024Q2: 199,715 shares; 2024Q3: 198,464 shares; 2024Q4: 197,156 shares; 2025Q1: 192,289 shares 192,289 $90.2M 5.38% -4,867 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 346,991 shares; 2024Q1: 192,951 shares; 2024Q2: 189,618 shares; 2024Q3: 189,973 shares; 2024Q4: 210,899 shares; 2025Q1: 246,608 shares 246,608 $54.8M 3.27% +35,709 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 490,945 shares; 2024Q1: 504,190 shares; 2024Q2: 517,465 shares; 2024Q3: 557,347 shares; 2024Q4: 576,735 shares; 2025Q1: 578,126 shares 578,126 $50.9M 3.03% +1,391 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 287,086 shares; 2024Q1: 309,910 shares; 2024Q2: 331,548 shares; 2024Q3: 398,172 shares; 2024Q4: 1,312,557 shares; 2025Q1: 1,356,970 shares 1,356,970 $37.9M 2.26% +44,413 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 192,556 shares; 2024Q1: 194,182 shares; 2024Q2: 197,320 shares; 2024Q3: 210,523 shares; 2024Q4: 220,138 shares; 2025Q1: 220,986 shares 220,986 $37.8M 2.25% +848 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 192,639 shares; 2024Q1: 199,062 shares; 2024Q2: 201,993 shares; 2024Q3: 204,785 shares; 2024Q4: 206,846 shares; 2025Q1: 200,929 shares 200,929 $28.2M 1.68% -5,917 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 299,280 shares; 2024Q1: 316,938 shares; 2024Q2: 349,670 shares; 2024Q3: 391,270 shares; 2024Q4: 460,079 shares; 2025Q1: 507,700 shares 507,700 $27.8M 1.66% +47,621 Timeline XLG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 517,847 shares; 2024Q1: 528,145 shares; 2024Q2: 543,735 shares; 2024Q3: 544,688 shares; 2024Q4: 543,733 shares; 2025Q1: 540,943 shares 540,943 $24.9M 1.48% -2,790 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,396 shares; 2024Q1: 35,452 shares; 2024Q2: 35,059 shares; 2024Q3: 35,975 shares; 2024Q4: 35,953 shares; 2025Q1: 38,945 shares 38,945 $20M 1.19% +2,992 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,585 shares; 2024Q1: 24,915 shares; 2024Q2: 23,195 shares; 2024Q3: 34,433 shares; 2024Q4: 42,166 shares; 2025Q1: 50,606 shares 50,606 $19M 1.13% +8,440 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,130 shares; 2024Q1: 20,254 shares; 2024Q2: 177,480 shares; 2024Q3: 177,408 shares; 2024Q4: 176,235 shares; 2025Q1: 171,395 shares 171,395 $18.6M 1.11% -4,840 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 138,778 shares; 2024Q1: 142,029 shares; 2024Q2: 148,371 shares; 2024Q3: 155,868 shares; 2024Q4: 665,962 shares; 2025Q1: 700,195 shares 700,195 $17.5M 1.05% +34,233 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,151 shares; 2024Q1: 115,693 shares; 2024Q2: 124,430 shares; 2024Q3: 137,882 shares; 2024Q4: 148,230 shares; 2025Q1: 144,797 shares 144,797 $15.1M 0.9% -3,433 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,212 shares; 2024Q1: 8,989 shares; 2024Q2: 8,800 shares; 2024Q3: 19,708 shares; 2024Q4: 103,714 shares; 2025Q1: 300,569 shares 300,569 $15.1M 0.9% +196,855 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 112,189 shares; 2024Q1: 111,006 shares; 2024Q2: 109,281 shares; 2024Q3: 106,328 shares; 2024Q4: 124,123 shares; 2025Q1: 138,224 shares 138,224 $14.1M 0.84% +14,101 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,553 shares; 2024Q4: 60,775 shares; 2025Q1: 130,118 shares 130,118 $13.1M 0.78% +69,343 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,808 shares; 2024Q1: 7,610 shares; 2024Q2: 7,748 shares; 2024Q3: 7,882 shares; 2024Q4: 123,908 shares; 2025Q1: 127,140 shares 127,140 $12.5M 0.75% +3,232 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 192,839 shares; 2024Q1: 195,015 shares; 2024Q2: 196,803 shares; 2024Q3: 196,144 shares; 2024Q4: 195,331 shares; 2025Q1: 197,389 shares 197,389 $12.2M 0.73% +2,058 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,561 shares; 2024Q1: 44,976 shares; 2024Q2: 47,731 shares; 2024Q3: 51,582 shares; 2024Q4: 54,579 shares; 2025Q1: 60,317 shares 60,317 $11.6M 0.69% +5,738 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,954 shares; 2024Q1: 145,750 shares; 2024Q2: 170,757 shares; 2024Q3: 191,359 shares; 2024Q4: 204,135 shares; 2025Q1: 214,118 shares 214,118 $11.6M 0.69% +9,983 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,401 shares; 2024Q1: 9,744 shares; 2024Q2: 9,993 shares; 2024Q3: 19,317 shares; 2024Q4: 24,354 shares; 2025Q1: 46,792 shares 46,792 $11.5M 0.68% +22,438 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 143,866 shares; 2024Q1: 181,261 shares; 2024Q2: 210,163 shares; 2024Q3: 296,195 shares; 2024Q4: 331,454 shares; 2025Q1: 343,495 shares 343,495 $11.3M 0.67% +12,041 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 314,859 shares; 2024Q1: 304,122 shares; 2024Q2: 295,379 shares; 2024Q3: 271,024 shares; 2024Q4: 259,953 shares; 2025Q1: 250,835 shares 250,835 $11.2M 0.67% -9,118 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,891 shares; 2024Q1: 67,732 shares; 2024Q2: 75,421 shares; 2024Q3: 97,289 shares; 2024Q4: 114,163 shares; 2025Q1: 147,660 shares 147,660 $10.8M 0.65% +33,497 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 71,075 shares; 2024Q1: 25,437 shares; 2024Q2: 26,439 shares; 2024Q3: 39,001 shares; 2024Q4: 94,019 shares; 2025Q1: 179,372 shares 179,372 $10.2M 0.61% +85,353 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,130 shares; 2024Q1: 40,715 shares; 2024Q2: 44,095 shares; 2024Q3: 46,761 shares; 2024Q4: 48,945 shares; 2025Q1: 48,393 shares 48,393 $10.2M 0.61% -552 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,662 shares; 2024Q1: 42,680 shares; 2024Q2: 44,563 shares; 2024Q3: 45,735 shares; 2024Q4: 45,441 shares; 2025Q1: 47,358 shares 47,358 $9.78M 0.58% +1,917 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 47,856 shares; 2024Q1: 26,777 shares; 2024Q2: 27,053 shares; 2024Q3: 57,776 shares; 2024Q4: 60,570 shares; 2025Q1: 59,810 shares 59,810 $9.25M 0.55% -760 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,111 shares; 2024Q1: 26,244 shares; 2024Q2: 28,711 shares; 2024Q3: 29,725 shares; 2024Q4: 35,222 shares; 2025Q1: 41,796 shares 41,796 $8.84M 0.53% +6,574 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72,239 shares; 2024Q1: 69,893 shares; 2024Q2: 67,977 shares; 2024Q3: 62,252 shares; 2024Q4: 62,081 shares; 2025Q1: 64,980 shares 64,980 $8.82M 0.53% +2,899 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,357 shares; 2024Q1: 14,101 shares; 2024Q2: 14,081 shares; 2024Q3: 15,135 shares; 2024Q4: 15,457 shares; 2025Q1: 15,443 shares 15,443 $8.22M 0.49% -14 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,219 shares; 2024Q1: 76,995 shares; 2024Q2: 76,995 shares; 2024Q3: 77,053 shares; 2024Q4: 77,203 shares; 2025Q1: 84,574 shares 84,574 $8.13M 0.49% +7,371 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 162,576 shares; 2024Q1: 35,163 shares; 2024Q2: 35,592 shares; 2024Q3: 36,324 shares; 2024Q4: 37,897 shares; 2025Q1: 42,332 shares 42,332 $8.05M 0.48% +4,435 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 73,637 shares; 2024Q1: 72,398 shares; 2024Q2: 73,633 shares; 2024Q3: 78,729 shares; 2024Q4: 80,072 shares; 2025Q1: 72,736 shares 72,736 $7.2M 0.43% -7,336 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,002 shares; 2024Q1: 17,442 shares; 2024Q2: 17,826 shares; 2024Q3: 18,501 shares; 2024Q4: 18,343 shares; 2025Q1: 18,748 shares 18,748 $6.77M 0.4% +405 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,859 shares; 2024Q1: 25,859 shares; 2024Q2: 25,859 shares; 2024Q3: 25,859 shares; 2024Q4: 26,145 shares; 2025Q1: 26,129 shares 26,129 $6.72M 0.4% -16 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,927 shares; 2024Q1: 35,351 shares; 2024Q2: 37,138 shares; 2024Q3: 50,519 shares; 2024Q4: 68,305 shares; 2025Q1: 82,087 shares 82,087 $6.43M 0.38% +13,782 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97,025 shares; 2024Q1: 99,060 shares; 2024Q2: 101,299 shares; 2024Q3: 109,157 shares; 2024Q4: 119,511 shares; 2025Q1: 126,776 shares 126,776 $6.34M 0.38% +7,265 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,366 shares; 2024Q1: 20,448 shares; 2024Q2: 20,230 shares; 2024Q3: 20,334 shares; 2024Q4: 31,425 shares; 2025Q1: 43,111 shares 43,111 $6.29M 0.38% +11,686 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,117 shares; 2024Q4: 56,457 shares; 2025Q1: 119,466 shares 119,466 $6.19M 0.37% +63,009 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 132,890 shares; 2024Q1: 127,338 shares; 2024Q2: 123,519 shares; 2024Q3: 103,181 shares; 2024Q4: 96,992 shares; 2025Q1: 95,945 shares 95,945 $6.11M 0.36% -1,047 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,446 shares; 2024Q1: 69,427 shares; 2024Q2: 69,427 shares; 2024Q3: 69,977 shares; 2024Q4: 71,977 shares; 2025Q1: 71,977 shares 71,977 $5.92M 0.35% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,570 shares; 2024Q1: 58,806 shares; 2024Q2: 58,680 shares; 2024Q3: 58,418 shares; 2024Q4: 59,059 shares; 2025Q1: 59,179 shares 59,179 $5.8M 0.35% +120 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,516 shares; 2024Q1: 62,853 shares; 2024Q2: 61,969 shares; 2024Q3: 59,549 shares; 2024Q4: 58,765 shares; 2025Q1: 57,874 shares 57,874 $5.42M 0.32% -891 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,038 shares; 2024Q1: 8,099 shares; 2024Q2: 8,099 shares; 2024Q3: 8,099 shares; 2024Q4: 21,113 shares; 2025Q1: 31,662 shares 31,662 $5.11M 0.3% +10,549 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,181 shares; 2024Q1: 15,610 shares; 2024Q2: 15,523 shares; 2024Q3: 13,565 shares; 2024Q4: 20,065 shares; 2025Q1: 26,044 shares 26,044 $4.5M 0.27% +5,979 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,780 shares; 2024Q1: 56,572 shares; 2024Q2: 55,970 shares; 2024Q3: 53,331 shares; 2024Q4: 50,658 shares; 2025Q1: 47,180 shares 47,180 $4.28M 0.26% -3,478 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,012 shares; 2024Q1: 10,030 shares; 2024Q2: 10,212 shares; 2024Q3: 10,417 shares; 2024Q4: 21,679 shares; 2025Q1: 23,989 shares 23,989 $3.98M 0.24% +2,310 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,779 shares; 2024Q1: 10,940 shares; 2024Q2: 11,071 shares; 2024Q3: 10,293 shares; 2024Q4: 10,408 shares; 2025Q1: 10,548 shares 10,548 $3.91M 0.23% +140 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,131 shares; 2024Q1: 42,498 shares; 2024Q2: 41,700 shares; 2024Q3: 41,380 shares; 2024Q4: 41,600 shares; 2025Q1: 42,433 shares 42,433 $3.87M 0.23% +833 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,222 shares; 2024Q1: 5,773 shares; 2024Q2: 5,605 shares; 2024Q3: 5,611 shares; 2024Q4: 6,972 shares; 2025Q1: 6,971 shares 6,971 $3.78M 0.23% -1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,814 shares; 2024Q1: 46,085 shares; 2024Q2: 45,340 shares; 2024Q3: 44,015 shares; 2024Q4: 43,607 shares; 2025Q1: 45,201 shares 45,201 $3.69M 0.22% +1,594 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,595 shares; 2024Q1: 16,635 shares; 2024Q2: 16,082 shares; 2024Q3: 16,327 shares; 2024Q4: 28,234 shares; 2025Q1: 36,804 shares 36,804 $3.44M 0.21% +8,570 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,827 shares; 2024Q1: 2,414 shares; 2024Q2: 2,446 shares; 2024Q3: 2,448 shares; 2024Q4: 10,457 shares; 2025Q1: 16,956 shares 16,956 $3.29M 0.2% +6,499 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,908 shares; 2024Q1: 15,077 shares; 2024Q2: 14,939 shares; 2024Q3: 14,939 shares; 2024Q4: 17,149 shares; 2025Q1: 18,369 shares 18,369 $3.18M 0.19% +1,220 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,463 shares; 2024Q1: 7,236 shares; 2024Q2: 7,313 shares; 2024Q3: 8,132 shares; 2024Q4: 15,659 shares; 2025Q1: 18,801 shares 18,801 $3.15M 0.19% +3,142 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,312 shares; 2024Q1: 10,418 shares; 2024Q2: 10,240 shares; 2024Q3: 10,197 shares; 2024Q4: 10,197 shares; 2025Q1: 10,197 shares 10,197 $3.13M 0.19% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,823 shares; 2024Q1: 11,996 shares; 2024Q2: 11,881 shares; 2024Q3: 18,577 shares; 2024Q4: 19,938 shares; 2025Q1: 19,363 shares 19,363 $3.03M 0.18% -575 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,672 shares; 2024Q1: 5,245 shares; 2024Q2: 5,245 shares; 2024Q3: 5,245 shares; 2024Q4: 5,249 shares; 2025Q1: 5,403 shares 5,403 $2.95M 0.18% +154 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,041 shares; 2025Q1: 14,084 shares 14,084 $2.84M 0.17% +8,043 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,294 shares; 2024Q1: 4,325 shares; 2024Q2: 4,270 shares; 2024Q3: 4,343 shares; 2024Q4: 4,472 shares; 2025Q1: 4,816 shares 4,816 $2.78M 0.17% +344 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,533 shares; 2024Q1: 13,028 shares; 2024Q2: 15,573 shares; 2024Q3: 20,753 shares; 2024Q4: 30,692 shares; 2025Q1: 33,015 shares 33,015 $2.7M 0.16% +2,323 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,027 shares; 2024Q1: 5,059 shares; 2024Q2: 5,034 shares; 2024Q3: 5,021 shares; 2024Q4: 4,894 shares; 2025Q1: 5,035 shares 5,035 $2.64M 0.16% +141 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,101 shares; 2024Q1: 45,256 shares; 2024Q2: 45,246 shares; 2024Q3: 44,500 shares; 2024Q4: 44,529 shares; 2025Q1: 44,398 shares 44,398 $2.59M 0.15% -131 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,125 shares; 2024Q1: 8,787 shares; 2024Q2: 10,643 shares; 2024Q3: 11,687 shares; 2024Q4: 12,101 shares; 2025Q1: 12,960 shares 12,960 $2.59M 0.15% +859 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,521 shares; 2024Q1: 43,347 shares; 2024Q2: 43,754 shares; 2024Q3: 44,490 shares; 2024Q4: 45,145 shares; 2025Q1: 50,894 shares 50,894 $2.54M 0.15% +5,749 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,019 shares; 2025Q1: 30,929 shares 30,929 $2.47M 0.15% +12,910 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,790 shares; 2024Q1: 25,925 shares; 2024Q2: 25,807 shares; 2024Q3: 25,807 shares; 2024Q4: 25,812 shares; 2025Q1: 25,812 shares 25,812 $2.46M 0.15% 0 Timeline FDG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,979 shares; 2024Q1: 23,549 shares; 2024Q2: 23,474 shares; 2024Q3: 20,909 shares; 2024Q4: 20,631 shares; 2025Q1: 26,881 shares 26,881 $2.44M 0.15% +6,250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,747 shares; 2024Q1: 23,119 shares; 2024Q2: 22,864 shares; 2024Q3: 23,345 shares; 2024Q4: 23,738 shares; 2025Q1: 24,943 shares 24,943 $2.41M 0.14% +1,205 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,277 shares; 2024Q1: 5,017 shares; 2024Q2: 4,892 shares; 2024Q3: 4,479 shares; 2024Q4: 8,771 shares; 2025Q1: 9,443 shares 9,443 $2.35M 0.14% +672 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,511 shares 69,511 $2.25M 0.13% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,546 shares; 2024Q1: 6,550 shares; 2024Q2: 6,562 shares; 2024Q3: 6,604 shares; 2024Q4: 6,604 shares; 2025Q1: 6,917 shares 6,917 $2.25M 0.13% +313 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,231 shares; 2024Q1: 17,617 shares; 2024Q2: 17,757 shares; 2024Q3: 17,739 shares; 2024Q4: 17,072 shares; 2025Q1: 17,149 shares 17,149 $2.25M 0.13% +77 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,151 shares; 2024Q1: 5,139 shares; 2024Q2: 5,139 shares; 2024Q3: 5,139 shares; 2024Q4: 5,139 shares; 2025Q1: 5,179 shares 5,179 $2.17M 0.13% +40 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 58,970 shares; 2024Q1: 58,334 shares; 2024Q2: 61,571 shares; 2024Q3: 65,568 shares; 2024Q4: 68,198 shares; 2025Q1: 76,807 shares 76,807 $2.17M 0.13% +8,609 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 75,015 shares; 2025Q1: 128,310 shares 128,310 $2.14M 0.13% +53,295 Timeline PEY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 54,613 shares; 2025Q1: 99,637 shares 99,637 $2.14M 0.13% +45,024 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,223 shares; 2024Q1: 1,969 shares; 2024Q2: 1,912 shares; 2024Q3: 2,121 shares; 2024Q4: 10,040 shares; 2025Q1: 16,707 shares 16,707 $2.14M 0.13% +6,667 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,823 shares; 2024Q4: 17,597 shares; 2025Q1: 35,655 shares 35,655 $2.13M 0.13% +18,058 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,426 shares 27,426 $2.13M 0.13% new Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,350 shares; 2025Q1: 39,440 shares 39,440 $2.09M 0.12% +17,090 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,007 shares; 2024Q1: 19,192 shares; 2024Q2: 19,257 shares; 2024Q3: 19,232 shares; 2024Q4: 19,741 shares; 2025Q1: 19,402 shares 19,402 $2.05M 0.12% -339 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,480 shares; 2024Q1: 25,415 shares; 2024Q2: 25,315 shares; 2024Q3: 24,955 shares; 2024Q4: 25,231 shares; 2025Q1: 26,556 shares 26,556 $2.01M 0.12% +1,325 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,420 shares; 2025Q1: 38,245 shares 38,245 $1.97M 0.12% +16,825 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,528 shares; 2024Q1: 14,742 shares; 2024Q2: 14,120 shares; 2024Q3: 14,085 shares; 2024Q4: 16,285 shares; 2025Q1: 16,285 shares 16,285 $1.95M 0.12% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,459 shares; 2024Q1: 31,247 shares; 2024Q2: 35,175 shares; 2024Q3: 34,531 shares; 2024Q4: 32,374 shares; 2025Q1: 31,966 shares 31,966 $1.87M 0.11% -408 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,899 shares; 2024Q1: 18,305 shares; 2024Q2: 18,288 shares; 2024Q3: 18,323 shares; 2024Q4: 19,467 shares; 2025Q1: 20,487 shares 20,487 $1.85M 0.11% +1,020 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,370 shares 35,370 $1.8M 0.11% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,201 shares; 2024Q1: 2,201 shares; 2024Q2: 2,219 shares; 2024Q3: 2,416 shares; 2024Q4: 9,253 shares; 2025Q1: 12,334 shares 12,334 $1.77M 0.11% +3,081 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,958 shares; 2024Q1: 9,514 shares; 2024Q2: 9,499 shares; 2024Q3: 9,640 shares; 2024Q4: 11,482 shares; 2025Q1: 14,081 shares 14,081 $1.67M 0.1% +2,599 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,709 shares; 2024Q1: 1,904 shares; 2024Q2: 1,904 shares; 2024Q3: 1,908 shares; 2024Q4: 1,925 shares; 2025Q1: 1,707 shares 1,707 $1.59M 0.09% -218 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,438 shares; 2024Q1: 582 shares; 2024Q2: 602 shares; 2024Q3: 648 shares; 2024Q4: 920 shares; 2025Q1: 1,876 shares 1,876 $1.55M 0.09% +956 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,463 shares; 2024Q1: 22,316 shares; 2024Q2: 22,094 shares; 2024Q3: 22,024 shares; 2024Q4: 22,078 shares; 2025Q1: 22,104 shares 22,104 $1.5M 0.09% +26 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,907 shares; 2024Q1: 4,250 shares; 2024Q2: 4,302 shares; 2024Q3: 9,083 shares; 2024Q4: 9,825 shares; 2025Q1: 10,657 shares 10,657 $1.49M 0.09% +832 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,747 shares; 2024Q1: 7,242 shares; 2024Q2: 7,250 shares; 2024Q3: 6,081 shares; 2024Q4: 21,052 shares; 2025Q1: 32,447 shares 32,447 $1.47M 0.09% +11,395 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,782 shares; 2024Q1: 2,943 shares; 2024Q2: 3,762 shares; 2024Q3: 3,973 shares; 2024Q4: 4,029 shares; 2025Q1: 5,314 shares 5,314 $1.46M 0.09% +1,285 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,049 shares; 2024Q1: 3,517 shares; 2024Q2: 3,521 shares; 2024Q3: 3,546 shares; 2024Q4: 3,458 shares; 2025Q1: 3,972 shares 3,972 $1.46M 0.09% +514 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,655 shares; 2024Q1: 2,654 shares; 2024Q2: 2,641 shares; 2024Q3: 2,641 shares; 2024Q4: 2,739 shares; 2025Q1: 3,524 shares 3,524 $1.35M 0.08% +785 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,717 shares; 2024Q1: 2,467 shares; 2024Q2: 2,515 shares; 2024Q3: 3,055 shares; 2024Q4: 4,409 shares; 2025Q1: 8,395 shares 8,395 $1.34M 0.08% +3,986 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,550 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares 6,385 $1.33M 0.08% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,224 shares; 2024Q1: 13,646 shares; 2024Q2: 14,071 shares; 2024Q3: 22,493 shares; 2024Q4: 26,357 shares; 2025Q1: 26,555 shares 26,555 $1.32M 0.08% +198 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,611 shares; 2024Q1: 3,431 shares; 2024Q2: 3,478 shares; 2024Q3: 3,540 shares; 2024Q4: 3,458 shares; 2025Q1: 3,650 shares 3,650 $1.28M 0.08% +192 Timeline INVESCO EXCH TRADED FD TR II 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,294 shares; 2024Q1: 26,388 shares; 2024Q2: 24,797 shares; 2024Q3: 24,075 shares; 2024Q4: 22,355 shares; 2025Q1: 21,967 shares 21,967 $1.24M 0.07% -388 BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,949 shares; 2024Q1: 8,529 shares; 2024Q2: 8,505 shares; 2024Q3: 8,507 shares; 2024Q4: 8,508 shares; 2025Q1: 8,511 shares 8,511 $1.19M 0.07% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,793 shares 15,793 $1.18M 0.07% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,686 shares; 2024Q1: 2,503 shares; 2024Q2: 2,577 shares; 2024Q3: 3,240 shares; 2024Q4: 3,968 shares; 2025Q1: 5,648 shares 5,648 $1.18M 0.07% +1,680 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,736 shares; 2024Q1: 6,736 shares; 2024Q2: 8,011 shares; 2024Q3: 7,986 shares; 2024Q4: 8,130 shares; 2025Q1: 16,030 shares 16,030 $1.17M 0.07% +7,900 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,825 shares; 2024Q1: 9,825 shares; 2024Q2: 11,091 shares; 2024Q3: 11,093 shares; 2024Q4: 11,288 shares; 2025Q1: 10,926 shares 10,926 $1.15M 0.07% -362 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,338 shares; 2024Q1: 6,047 shares; 2024Q2: 5,812 shares; 2024Q3: 5,964 shares; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares 5,860 $1.1M 0.07% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,014 shares; 2024Q1: 23,751 shares; 2024Q2: 23,256 shares; 2024Q3: 22,660 shares; 2024Q4: 22,228 shares; 2025Q1: 21,923 shares 21,923 $1.09M 0.06% -305 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,138 shares; 2024Q1: 3,449 shares; 2024Q2: 3,793 shares; 2024Q3: 3,891 shares; 2024Q4: 4,822 shares; 2025Q1: 6,369 shares 6,369 $1.09M 0.06% +1,547 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,500 shares; 2024Q1: 17,864 shares; 2024Q2: 17,866 shares; 2024Q3: 17,397 shares; 2024Q4: 17,400 shares; 2025Q1: 19,120 shares 19,120 $1.08M 0.06% +1,720 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,188 shares; 2024Q1: 8,188 shares; 2024Q2: 8,188 shares; 2024Q3: 8,246 shares; 2024Q4: 8,399 shares; 2025Q1: 8,400 shares 8,400 $1.02M 0.06% +1 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,246 shares; 2024Q1: 13,246 shares; 2024Q2: 13,246 shares; 2024Q3: 13,246 shares; 2024Q4: 13,246 shares; 2025Q1: 13,246 shares 13,246 $1M 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,736 shares; 2025Q1: 16,688 shares 16,688 $1M 0.06% +5,952 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,685 shares; 2024Q1: 3,686 shares; 2024Q2: 3,686 shares; 2024Q3: 3,686 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares 3,686 $998K 0.06% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,675 shares; 2024Q1: 11,983 shares; 2024Q2: 12,121 shares; 2024Q3: 12,071 shares; 2024Q4: 19,192 shares; 2025Q1: 21,480 shares 21,480 $974K 0.06% +2,288 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,994 shares; 2024Q1: 12,015 shares; 2024Q2: 12,054 shares; 2024Q3: 12,363 shares; 2024Q4: 12,698 shares; 2025Q1: 12,644 shares 12,644 $969K 0.06% -54 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,289 shares; 2024Q1: 13,984 shares; 2024Q2: 14,489 shares; 2024Q3: 14,532 shares; 2024Q4: 13,533 shares; 2025Q1: 15,436 shares 15,436 $953K 0.06% +1,903 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,790 shares; 2025Q1: 11,960 shares 11,960 $950K 0.06% +4,170 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,688 shares; 2024Q1: 7,688 shares; 2024Q2: 7,688 shares; 2024Q3: 7,714 shares; 2024Q4: 7,714 shares; 2025Q1: 7,731 shares 7,731 $942K 0.06% +17 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 938 shares; 2024Q1: 760 shares; 2024Q2: 754 shares; 2024Q3: 7,540 shares; 2024Q4: 5,748 shares; 2025Q1: 5,627 shares 5,627 $942K 0.06% -121 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,935 shares; 2024Q1: 1,897 shares; 2024Q2: 1,882 shares; 2024Q3: 1,870 shares; 2024Q4: 2,685 shares; 2025Q1: 2,973 shares 2,973 $929K 0.06% +288 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,628 shares; 2024Q1: 11,962 shares; 2024Q2: 12,578 shares; 2024Q3: 12,382 shares; 2024Q4: 12,084 shares; 2025Q1: 11,456 shares 11,456 $903K 0.05% -628 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,334 shares; 2024Q1: 8,552 shares; 2024Q2: 8,569 shares; 2024Q3: 8,250 shares; 2024Q4: 8,895 shares; 2025Q1: 8,574 shares 8,574 $881K 0.05% -321 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,260 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,513 shares 14,513 $868K 0.05% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,634 shares; 2024Q1: 3,646 shares; 2024Q2: 3,646 shares; 2024Q3: 3,659 shares; 2024Q4: 3,544 shares; 2025Q1: 3,493 shares 3,493 $865K 0.05% -51 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,354 shares; 2025Q1: 23,039 shares 23,039 $864K 0.05% +9,685 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,153 shares; 2024Q1: 8,033 shares; 2024Q2: 7,816 shares; 2024Q3: 8,199 shares; 2024Q4: 10,851 shares; 2025Q1: 11,844 shares 11,844 $852K 0.05% +993 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,879 shares; 2024Q1: 1,918 shares; 2024Q2: not reported; 2024Q3: 2,611 shares; 2024Q4: 3,404 shares; 2025Q1: 6,234 shares 6,234 $827K 0.05% +2,830 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 667 shares; 2024Q1: 2,001 shares; 2024Q2: 2,610 shares; 2024Q3: 3,531 shares; 2024Q4: 3,531 shares; 2025Q1: 4,365 shares 4,365 $821K 0.05% +834 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,302 shares; 2024Q1: 2,262 shares; 2024Q2: 2,275 shares; 2024Q3: 2,285 shares; 2024Q4: 2,256 shares; 2025Q1: 2,284 shares 2,284 $805K 0.05% +28 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,407 shares; 2024Q1: 3,230 shares; 2024Q2: 3,020 shares; 2024Q3: 3,145 shares; 2024Q4: 3,200 shares; 2025Q1: 2,935 shares 2,935 $800K 0.05% -265 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,930 shares; 2024Q1: 2,557 shares; 2024Q2: 2,540 shares; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,618 shares 2,618 $793K 0.05% +63 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,954 shares; 2024Q1: 2,782 shares; 2024Q2: 2,713 shares; 2024Q3: 2,589 shares; 2024Q4: 2,787 shares; 2025Q1: 3,050 shares 3,050 $790K 0.05% +263 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,740 shares; 2024Q1: 2,663 shares; 2024Q2: 2,695 shares; 2024Q3: 2,787 shares; 2024Q4: 2,382 shares; 2025Q1: 2,496 shares 2,496 $778K 0.05% +114 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,297 shares; 2024Q1: 1,198 shares; 2024Q2: 1,185 shares; 2024Q3: 1,651 shares; 2024Q4: 1,993 shares; 2025Q1: 3,545 shares 3,545 $776K 0.05% +1,552 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,867 shares; 2024Q1: 19,777 shares; 2024Q2: 20,141 shares; 2024Q3: 20,141 shares; 2024Q4: 19,094 shares; 2025Q1: 19,094 shares 19,094 $772K 0.05% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 762 shares; 2024Q1: 731 shares; 2024Q2: 758 shares; 2024Q3: 758 shares; 2024Q4: 773 shares; 2025Q1: 811 shares 811 $767K 0.05% +38 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,322 shares; 2024Q1: 4,322 shares; 2024Q2: 4,322 shares; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,323 shares 4,323 $763K 0.05% +1 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,889 shares; 2024Q1: 3,055 shares; 2024Q2: 2,955 shares; 2024Q3: 2,804 shares; 2024Q4: 3,154 shares; 2025Q1: 3,403 shares 3,403 $755K 0.04% +249 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,816 shares; 2024Q1: 13,679 shares; 2024Q2: 12,440 shares; 2024Q3: 9,979 shares; 2024Q4: 8,601 shares; 2025Q1: 8,571 shares 8,571 $709K 0.04% -30 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,862 shares; 2024Q1: 3,376 shares; 2024Q2: 3,311 shares; 2024Q3: 3,336 shares; 2024Q4: 3,936 shares; 2025Q1: 3,918 shares 3,918 $704K 0.04% -18 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,289 shares; 2024Q1: 11,390 shares; 2024Q2: 11,390 shares; 2024Q3: 11,390 shares; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares 11,390 $694K 0.04% 0 Timeline QQQJ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 69,128 shares; 2024Q1: 55,940 shares; 2024Q2: 50,591 shares; 2024Q3: 29,751 shares; 2024Q4: 26,822 shares; 2025Q1: 23,655 shares 23,655 $686K 0.04% -3,167 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,966 shares; 2024Q1: 14,857 shares; 2024Q2: 13,338 shares; 2024Q3: 10,071 shares; 2024Q4: 6,717 shares; 2025Q1: 5,767 shares 5,767 $641K 0.04% -950 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,132 shares; 2024Q1: 5,132 shares; 2024Q2: 5,175 shares; 2024Q3: 5,133 shares; 2024Q4: 5,343 shares; 2025Q1: 5,238 shares 5,238 $639K 0.04% -105 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,277 shares; 2024Q1: 2,951 shares; 2024Q2: 2,944 shares; 2024Q3: 2,949 shares; 2024Q4: 2,904 shares; 2025Q1: 3,206 shares 3,206 $633K 0.04% +302 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,677 shares; 2024Q1: 3,594 shares; 2024Q2: 3,603 shares; 2024Q3: 3,593 shares; 2024Q4: 3,543 shares; 2025Q1: 3,693 shares 3,693 $630K 0.04% +150 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,660 shares; 2024Q1: 7,980 shares; 2024Q2: 7,980 shares; 2024Q3: 7,980 shares; 2024Q4: 7,980 shares; 2025Q1: 7,980 shares 7,980 $627K 0.04% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,657 shares; 2025Q1: 8,728 shares 8,728 $602K 0.04% +71 Timeline XLB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,686 shares; 2024Q1: 6,446 shares; 2024Q2: 6,179 shares; 2024Q3: 6,291 shares; 2024Q4: 6,622 shares; 2025Q1: 6,976 shares 6,976 $600K 0.04% +354 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,368 shares; 2024Q1: 12,044 shares; 2024Q2: 12,043 shares; 2024Q3: 12,043 shares; 2024Q4: 11,161 shares; 2025Q1: 11,161 shares 11,161 $585K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,285 shares; 2024Q1: 13,553 shares; 2024Q2: 13,799 shares; 2024Q3: 14,043 shares; 2024Q4: 14,079 shares; 2025Q1: 13,915 shares 13,915 $581K 0.03% -164 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,217 shares 14,217 $579K 0.03% new Timeline LVHD 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,190 shares; 2024Q1: 15,709 shares; 2024Q2: 13,988 shares; 2024Q3: 13,988 shares; 2024Q4: 13,988 shares; 2025Q1: 13,988 shares 13,988 $573K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,151 shares; 2024Q1: 2,845 shares; 2024Q2: 2,970 shares; 2024Q3: 3,049 shares; 2024Q4: 3,024 shares; 2025Q1: 3,058 shares 3,058 $570K 0.03% +34 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,668 shares 4,668 $562K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,089 shares; 2024Q1: 2,090 shares; 2024Q2: 2,115 shares; 2024Q3: 2,115 shares; 2024Q4: 2,088 shares; 2025Q1: 2,089 shares 2,089 $553K 0.03% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,838 shares; 2024Q1: 7,708 shares; 2024Q2: 9,260 shares; 2024Q3: 8,773 shares; 2024Q4: 8,633 shares; 2025Q1: 9,058 shares 9,058 $552K 0.03% +425 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,039 shares 12,039 $552K 0.03% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,514 shares; 2024Q1: 9,473 shares; 2024Q2: 8,909 shares; 2024Q3: 9,256 shares; 2024Q4: 13,627 shares; 2025Q1: 14,859 shares 14,859 $548K 0.03% +1,232 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,859 shares; 2024Q1: 1,669 shares; 2024Q2: 1,670 shares; 2024Q3: 1,771 shares; 2024Q4: 4,473 shares; 2025Q1: 3,628 shares 3,628 $544K 0.03% -845 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,868 shares; 2024Q1: 4,054 shares; 2024Q2: 4,453 shares; 2024Q3: 5,221 shares; 2024Q4: 6,116 shares; 2025Q1: 6,165 shares 6,165 $542K 0.03% +49 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,500 shares; 2024Q1: 21,500 shares; 2024Q2: 21,500 shares; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares 21,500 $517K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,270 shares; 2024Q1: 3,470 shares; 2024Q2: 4,042 shares; 2024Q3: 4,470 shares; 2024Q4: 4,770 shares; 2025Q1: 5,623 shares 5,623 $517K 0.03% +853 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,367 shares; 2024Q1: 975 shares; 2024Q2: not reported; 2024Q3: 985 shares; 2024Q4: 2,176 shares; 2025Q1: 2,430 shares 2,430 $515K 0.03% +254 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,240 shares; 2025Q1: 9,217 shares 9,217 $499K 0.03% +3,977 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,930 shares; 2024Q1: 2,880 shares; 2024Q2: 2,875 shares; 2024Q3: 2,776 shares; 2024Q4: 2,778 shares; 2025Q1: 3,370 shares 3,370 $489K 0.03% +592 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares 2,140 $484K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 354 shares; 2024Q2: 305 shares; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 784 shares 784 $481K 0.03% +389 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,717 shares; 2024Q1: 1,793 shares; 2024Q2: 1,607 shares; 2024Q3: 1,564 shares; 2024Q4: 1,647 shares; 2025Q1: 1,793 shares 1,793 $481K 0.03% +146 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,804 shares; 2024Q1: 3,548 shares; 2024Q2: 3,527 shares; 2024Q3: 3,550 shares; 2024Q4: 3,551 shares; 2025Q1: 3,629 shares 3,629 $481K 0.03% +78 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,236 shares 10,236 $479K 0.03% new Timeline VUSB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,476 shares; 2024Q1: 9,276 shares; 2024Q2: 9,270 shares; 2024Q3: 9,270 shares; 2024Q4: 9,270 shares; 2025Q1: 9,270 shares 9,270 $462K 0.03% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,013 shares; 2024Q1: 11,547 shares; 2024Q2: 11,685 shares; 2024Q3: 11,557 shares; 2024Q4: 9,852 shares; 2025Q1: 9,692 shares 9,692 $461K 0.03% -160 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,730 shares; 2024Q1: 9,066 shares; 2024Q2: 8,417 shares; 2024Q3: 7,992 shares; 2024Q4: 8,032 shares; 2025Q1: 8,011 shares 8,011 $455K 0.03% -21 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,033 shares; 2024Q2: 1,033 shares; 2024Q3: 1,061 shares; 2024Q4: 2,268 shares; 2025Q1: 1,664 shares 1,664 $448K 0.03% -604 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,290 shares; 2024Q1: 806 shares; 2024Q2: 790 shares; 2024Q3: 790 shares; 2024Q4: 804 shares; 2025Q1: 895 shares 895 $446K 0.03% +91 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,852 shares; 2024Q1: 14,852 shares; 2024Q2: 14,852 shares; 2024Q3: 14,852 shares; 2024Q4: 14,852 shares; 2025Q1: 15,352 shares 15,352 $435K 0.03% +500 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,643 shares; 2024Q1: 9,111 shares; 2024Q2: 9,316 shares; 2024Q3: 8,948 shares; 2024Q4: 7,789 shares; 2025Q1: 7,004 shares 7,004 $435K 0.03% -785 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,481 shares 1,481 $427K 0.03% +396 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,085 shares; 2024Q1: 4,445 shares; 2024Q2: 4,541 shares; 2024Q3: 4,278 shares; 2024Q4: 4,278 shares; 2025Q1: 5,401 shares 5,401 $423K 0.03% +1,123 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,545 shares; 2024Q1: 8,545 shares; 2024Q2: 8,545 shares; 2024Q3: 8,545 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares 8,345 $420K 0.03% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,364 shares 8,364 $417K 0.02% 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,980 shares; 2024Q1: 7,780 shares; 2024Q2: 6,605 shares; 2024Q3: 6,605 shares; 2024Q4: 6,605 shares; 2025Q1: 6,605 shares 6,605 $416K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 777 shares; 2024Q1: 519 shares; 2024Q2: 529 shares; 2024Q3: 529 shares; 2024Q4: 918 shares; 2025Q1: 927 shares 927 $414K 0.02% +9 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,670 shares; 2024Q1: 1,670 shares; 2024Q2: 1,670 shares; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,734 shares 1,734 $413K 0.02% +64 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,213 shares; 2025Q1: 2,397 shares 2,397 $409K 0.02% +184 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 1,583 shares 1,583 $409K 0.02% +549 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,975 shares; 2024Q1: 13,091 shares; 2024Q2: 12,376 shares; 2024Q3: 10,307 shares; 2024Q4: 11,660 shares; 2025Q1: 17,896 shares 17,896 $406K 0.02% +6,236 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,697 shares; 2024Q1: 3,964 shares; 2024Q2: 3,862 shares; 2024Q3: 4,064 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares 4,045 $397K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,312 shares; 2024Q1: 9,703 shares; 2024Q2: 9,538 shares; 2024Q3: 9,393 shares; 2024Q4: 9,471 shares; 2025Q1: 9,419 shares 9,419 $394K 0.02% -52 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,163 shares; 2024Q1: 7,163 shares; 2024Q2: 7,163 shares; 2024Q3: 7,163 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares 7,263 $389K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,185 shares; 2024Q1: 1,185 shares; 2024Q2: 1,185 shares; 2024Q3: 1,185 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares 1,213 $385K 0.02% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,624 shares; 2024Q4: 3,624 shares; 2025Q1: 3,624 shares 3,624 $383K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,521 shares; 2024Q4: 6,131 shares; 2025Q1: 4,466 shares 4,466 $377K 0.02% -1,665 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,100 shares; 2024Q1: 17,100 shares; 2024Q2: 17,100 shares; 2024Q3: 17,300 shares; 2024Q4: 17,050 shares; 2025Q1: 17,050 shares 17,050 $376K 0.02% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,797 shares; 2024Q1: 10,824 shares; 2024Q2: 11,297 shares; 2024Q3: 6,213 shares; 2024Q4: 6,373 shares; 2025Q1: 7,333 shares 7,333 $373K 0.02% +960 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,161 shares; 2024Q1: 6,161 shares; 2024Q2: 6,161 shares; 2024Q3: 6,161 shares; 2024Q4: 6,161 shares; 2025Q1: 6,161 shares 6,161 $371K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,365 shares; 2024Q1: 16,221 shares; 2024Q2: 15,496 shares; 2024Q3: 13,202 shares; 2024Q4: 22,772 shares; 2025Q1: 14,603 shares 14,603 $370K 0.02% -8,169 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 849 shares; 2024Q2: 993 shares; 2024Q3: 1,043 shares; 2024Q4: 2,148 shares; 2025Q1: 2,163 shares 2,163 $369K 0.02% +15 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,370 shares; 2024Q1: 1,903 shares; 2024Q2: 1,952 shares; 2024Q3: 2,133 shares; 2024Q4: 2,116 shares; 2025Q1: 2,285 shares 2,285 $351K 0.02% +169 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,923 shares; 2024Q4: 3,000 shares; 2025Q1: 3,103 shares 3,103 $345K 0.02% +103 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,206 shares; 2024Q3: 4,076 shares; 2024Q4: 4,081 shares; 2025Q1: 4,489 shares 4,489 $344K 0.02% +408 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,486 shares; 2024Q1: 3,478 shares; 2024Q2: 3,472 shares; 2024Q3: 3,372 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares 3,372 $342K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,937 shares; 2024Q1: 4,149 shares; 2024Q2: 3,561 shares; 2024Q3: 3,526 shares; 2024Q4: 5,826 shares; 2025Q1: 5,006 shares 5,006 $342K 0.02% -820 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,465 shares; 2024Q1: 6,465 shares; 2024Q2: 6,246 shares; 2024Q3: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 7,496 shares 7,496 $341K 0.02% +1,250 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares 1,008 $340K 0.02% 0 Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,724 shares; 2024Q1: 15,724 shares; 2024Q2: 15,724 shares; 2024Q3: 15,724 shares; 2024Q4: 15,724 shares; 2025Q1: 15,724 shares 15,724 $339K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373 shares; 2024Q1: 373 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 282 shares; 2025Q1: 282 shares 282 $333K 0.02% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,772 shares; 2024Q1: 2,772 shares; 2024Q2: 3,262 shares; 2024Q3: 3,268 shares; 2024Q4: 3,331 shares; 2025Q1: 3,346 shares 3,346 $321K 0.02% +15 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,713 shares; 2024Q4: 7,750 shares; 2025Q1: 9,386 shares 9,386 $320K 0.02% +1,636 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,052 shares 22,052 $320K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,121 shares; 2024Q4: 1,311 shares; 2025Q1: 1,574 shares 1,574 $315K 0.02% +263 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,414 shares; 2024Q1: 1,075 shares; 2024Q2: 1,000 shares; 2024Q3: 1,071 shares; 2024Q4: 975 shares; 2025Q1: 945 shares 945 $312K 0.02% -30 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,150 shares; 2025Q1: 5,435 shares 5,435 $307K 0.02% +285 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 496 shares; 2024Q1: 493 shares; 2024Q2: 490 shares; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 584 shares 584 $299K 0.02% +54 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,825 shares; 2024Q1: 2,737 shares; 2024Q2: 2,737 shares; 2024Q3: 2,737 shares; 2024Q4: 2,737 shares; 2025Q1: 2,737 shares 2,737 $292K 0.02% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,262 shares; 2024Q1: 3,262 shares; 2024Q2: 4,937 shares; 2024Q3: 4,848 shares; 2024Q4: 4,748 shares; 2025Q1: 4,723 shares 4,723 $292K 0.02% -25 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,082 shares; 2024Q1: 3,250 shares; 2024Q2: 3,197 shares; 2024Q3: 3,197 shares; 2024Q4: 2,561 shares; 2025Q1: 2,490 shares 2,490 $291K 0.02% -71 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,408 shares; 2024Q3: 20,408 shares; 2024Q4: 32,908 shares; 2025Q1: 35,698 shares 35,698 $290K 0.02% +2,790 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,230 shares; 2024Q2: 3,267 shares; 2024Q3: 3,283 shares; 2024Q4: 3,561 shares; 2025Q1: 4,036 shares 4,036 $287K 0.02% +475 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 98,525 shares; 2024Q1: 49,218 shares; 2024Q2: 12,791 shares; 2024Q3: 49,660 shares; 2024Q4: 12,936 shares; 2025Q1: 3,960 shares 3,960 $284K 0.02% -8,976 Timeline VGK 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,013 shares; 2024Q1: 4,017 shares; 2024Q2: 4,028 shares; 2024Q3: 4,030 shares; 2024Q4: 4,038 shares; 2025Q1: 4,041 shares 4,041 $284K 0.02% +3 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,323 shares; 2024Q1: 4,784 shares; 2024Q2: 4,826 shares; 2024Q3: 4,654 shares; 2024Q4: 4,319 shares; 2025Q1: 3,978 shares 3,978 $282K 0.02% -341 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,790 shares; 2024Q1: not reported; 2024Q2: 4,293 shares; 2024Q3: 4,295 shares; 2024Q4: 3,477 shares; 2025Q1: 3,478 shares 3,478 $280K 0.02% +1 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,640 shares; 2024Q1: 2,336 shares; 2024Q2: 2,337 shares; 2024Q3: 2,459 shares; 2024Q4: not reported; 2025Q1: 2,946 shares 2,946 $276K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,564 shares; 2024Q1: 902 shares; 2024Q2: not reported; 2024Q3: 808 shares; 2024Q4: 1,159 shares; 2025Q1: 1,176 shares 1,176 $274K 0.02% +17 Timeline PJP 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,003 shares; 2024Q1: 3,986 shares; 2024Q2: 3,427 shares; 2024Q3: 3,146 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares 3,146 $272K 0.02% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,856 shares; 2024Q1: 11,473 shares; 2024Q2: 11,558 shares; 2024Q3: 9,841 shares; 2024Q4: 9,946 shares; 2025Q1: 9,894 shares 9,894 $272K 0.02% -52 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,259 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,936 shares 2,936 $269K 0.02% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 930 shares; 2024Q1: 606 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 496 shares; 2025Q1: 496 shares 496 $265K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 883 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,117 shares 1,117 $264K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,500 shares 17,500 $263K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares 2,800 $259K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 977 shares; 2024Q1: 890 shares; 2024Q2: 858 shares; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 942 shares 942 $256K 0.02% +84 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,106 shares; 2025Q1: 2,433 shares 2,433 $255K 0.02% +327 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 741 shares; 2024Q2: 762 shares; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 811 shares 811 $251K 0.01% +49 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,089 shares; 2024Q1: 2,922 shares; 2024Q2: 2,929 shares; 2024Q3: 2,939 shares; 2024Q4: 2,923 shares; 2025Q1: 2,930 shares 2,930 $249K 0.01% +7 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,900 shares; 2024Q2: 2,400 shares; 2024Q3: 2,350 shares; 2024Q4: 2,250 shares; 2025Q1: 2,103 shares 2,103 $247K 0.01% -147 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,148 shares; 2024Q1: 3,449 shares; 2024Q2: 3,456 shares; 2024Q3: 3,465 shares; 2024Q4: 3,470 shares; 2025Q1: 3,477 shares 3,477 $245K 0.01% +7 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares 522 $243K 0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $240K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,952 shares; 2024Q1: not reported; 2024Q2: 1,902 shares; 2024Q3: 1,902 shares; 2024Q4: not reported; 2025Q1: 2,144 shares 2,144 $239K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,788 shares; 2025Q1: 1,604 shares 1,604 $236K 0.01% -184 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 616 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 439 shares; 2024Q4: 416 shares; 2025Q1: 472 shares 472 $234K 0.01% +56 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,483 shares; 2025Q1: 1,110 shares 1,110 $224K 0.01% -373 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,210 shares; 2024Q3: 4,942 shares; 2024Q4: 5,402 shares; 2025Q1: 5,431 shares 5,431 $223K 0.01% +29 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,750 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares 6,000 $222K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares 840 $222K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,358 shares; 2024Q4: not reported; 2025Q1: 2,452 shares 2,452 $222K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares; 2024Q2: 19,000 shares; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares 19,000 $220K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 4,112 shares 4,112 $219K 0.01% +301 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 865 shares 865 $216K 0.01% +18 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 538 shares; 2024Q1: not reported; 2024Q2: 585 shares; 2024Q3: 603 shares; 2024Q4: 498 shares; 2025Q1: 458 shares 458 $215K 0.01% -40 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,086 shares; 2024Q1: 3,992 shares; 2024Q2: 4,153 shares; 2024Q3: 4,317 shares; 2024Q4: not reported; 2025Q1: 6,146 shares 6,146 $215K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 926 shares; 2024Q2: 854 shares; 2024Q3: 904 shares; 2024Q4: 867 shares; 2025Q1: 852 shares 852 $215K 0.01% -15 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,942 shares 2,942 $214K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 4,202 shares; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,222 shares 4,222 $212K 0.01% +22 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares 1,850 $210K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898 shares 898 $208K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,265 shares; 2025Q1: 1,613 shares 1,613 $208K 0.01% -1,652 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,891 shares 1,891 $207K 0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,666 shares; 2025Q1: 10,666 shares 10,666 $203K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,891 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758 shares 758 $202K 0.01% new Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,845 shares; 2024Q1: 23,845 shares; 2024Q2: 22,134 shares; 2024Q3: 22,134 shares; 2024Q4: 22,134 shares; 2025Q1: 22,134 shares 22,134 $186K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,023 shares; 2024Q1: 12,981 shares; 2024Q2: 12,980 shares; 2024Q3: 13,829 shares; 2024Q4: 13,783 shares; 2025Q1: 14,271 shares 14,271 $153K 0.01% +488 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,250 shares 23,250 $117K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000 $79.2K <0.01% new Timeline IRIX IRIDEX CORP More: the full row for IRIDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,695 shares; 2024Q1: 65,695 shares; 2024Q2: 65,695 shares; 2024Q3: 65,695 shares; 2024Q4: 65,695 shares; 2025Q1: 65,695 shares 65,695 $65K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $47.8K <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,868 shares; 2024Q1: 10,913 shares; 2024Q2: 10,913 shares; 2024Q3: 10,913 shares; 2024Q4: 11,740 shares; 2025Q1: 11,740 shares 11,740 $30.6K <0.01% 0 Timeline SID COMPANHIA SIDERURGICA NACION More: the full row for COMPANHIA SIDERURGICA NACION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,735 shares; 2024Q1: 16,735 shares; 2024Q2: 17,477 shares; 2024Q3: 17,026 shares; 2024Q4: 17,781 shares; 2025Q1: 17,781 shares 17,781 $29.7K <0.01% 0 Timeline