NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,650 shares; 2024Q4: 1,133,148 shares; 2025Q1: 1,257,466 shares; 2025Q2: 1,284,318 shares; 2025Q3: 1,304,829 shares; 2025Q4: 1,317,275 shares 1,317,275 $246M 4.26% +12,446 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,153 shares; 2024Q4: 804,697 shares; 2025Q1: 864,546 shares; 2025Q2: 855,330 shares; 2025Q3: 844,540 shares; 2025Q4: 842,245 shares 842,245 $229M 3.97% -2,295 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,324 shares; 2024Q4: 300,657 shares; 2025Q1: 302,649 shares; 2025Q2: 304,704 shares; 2025Q3: 314,526 shares; 2025Q4: 319,880 shares 319,880 $219M 3.8% +5,354 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,184 shares; 2024Q4: 285,295 shares; 2025Q1: 341,242 shares; 2025Q2: 352,543 shares; 2025Q3: 367,326 shares; 2025Q4: 361,629 shares 361,629 $175M 3.03% -5,697 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,018 shares; 2024Q4: 168,495 shares; 2025Q1: 175,742 shares; 2025Q2: 181,161 shares; 2025Q3: 184,460 shares; 2025Q4: 186,853 shares 186,853 $117M 2.03% +2,393 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,720 shares; 2024Q4: 377,583 shares; 2025Q1: 460,774 shares; 2025Q2: 463,740 shares; 2025Q3: 478,659 shares; 2025Q4: 479,621 shares 479,621 $111M 1.92% +962 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,825 shares; 2024Q4: 730,506 shares; 2025Q1: 915,855 shares; 2025Q2: 905,297 shares; 2025Q3: 890,677 shares; 2025Q4: 879,675 shares 879,675 $107M 1.86% -11,002 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,105 shares; 2024Q4: 1,002,469 shares; 2025Q1: 1,285,000 shares; 2025Q2: 1,289,683 shares; 2025Q3: 1,309,340 shares; 2025Q4: 1,321,128 shares 1,321,128 $100M 1.73% +11,788 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,147 shares; 2024Q4: 210,026 shares; 2025Q1: 259,033 shares; 2025Q2: 262,025 shares; 2025Q3: 264,971 shares; 2025Q4: 271,094 shares 271,094 $93.8M 1.63% +6,123 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,885 shares; 2024Q4: 206,275 shares; 2025Q1: 272,798 shares; 2025Q2: 277,140 shares; 2025Q3: 295,275 shares; 2025Q4: 298,625 shares 298,625 $93.5M 1.62% +3,350 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,154 shares; 2024Q4: 984,434 shares; 2025Q1: 1,391,392 shares; 2025Q2: 1,674,521 shares; 2025Q3: 1,661,416 shares; 2025Q4: 1,712,380 shares 1,712,380 $72M 1.25% +50,964 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,511 shares; 2024Q4: 140,817 shares; 2025Q1: 175,076 shares; 2025Q2: 182,740 shares; 2025Q3: 196,292 shares; 2025Q4: 200,179 shares 200,179 $64.5M 1.12% +3,887 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,624 shares; 2024Q4: 51,053 shares; 2025Q1: 83,369 shares; 2025Q2: 85,310 shares; 2025Q3: 89,587 shares; 2025Q4: 91,154 shares 91,154 $60.2M 1.04% +1,567 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,279 shares; 2024Q4: 168,015 shares; 2025Q1: 190,442 shares; 2025Q2: 189,820 shares; 2025Q3: 188,335 shares; 2025Q4: 190,862 shares 190,862 $59.9M 1.04% +2,527 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,893 shares; 2024Q4: 128,116 shares; 2025Q1: 88,262 shares; 2025Q2: 89,576 shares; 2025Q3: 90,526 shares; 2025Q4: 91,807 shares 91,807 $56.4M 0.98% +1,281 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,219 shares; 2024Q4: 1,082,703 shares; 2025Q1: 1,511,540 shares; 2025Q2: 1,415,073 shares; 2025Q3: 1,433,292 shares; 2025Q4: 1,432,482 shares 1,432,482 $54.6M 0.95% -810 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118,789 shares; 2024Q4: 1,172,201 shares; 2025Q1: 1,618,998 shares; 2025Q2: 1,491,765 shares; 2025Q3: 1,508,307 shares; 2025Q4: 1,539,699 shares 1,539,699 $54.6M 0.95% +31,392 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 62,955 shares; 2025Q1: 65,142 shares; 2025Q2: 66,447 shares; 2025Q3: 67,140 shares; 2025Q4: 70,115 shares 70,115 $52.9M 0.92% +2,975 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,565 shares; 2024Q4: 199,753 shares; 2025Q1: 259,655 shares; 2025Q2: 264,863 shares; 2025Q3: 269,421 shares; 2025Q4: 261,259 shares 261,259 $51.9M 0.9% -8,162 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,255 shares; 2024Q4: 85,202 shares; 2025Q1: 1,069,693 shares; 2025Q2: 1,050,267 shares; 2025Q3: 1,090,135 shares; 2025Q4: 1,118,611 shares 1,118,611 $50.8M 0.88% +28,476 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,535 shares; 2024Q4: 562,116 shares; 2025Q1: 689,065 shares; 2025Q2: 732,133 shares; 2025Q3: 770,299 shares; 2025Q4: 768,240 shares 768,240 $50.7M 0.88% -2,059 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,748,474 shares; 2025Q2: 1,676,565 shares; 2025Q3: 1,704,453 shares; 2025Q4: 1,765,598 shares 1,765,598 $47.1M 0.82% +61,145 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 19,651 shares; 2025Q1: 34,117 shares; 2025Q2: 38,388 shares; 2025Q3: 42,686 shares; 2025Q4: 43,377 shares 43,377 $46.6M 0.81% +691 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,624 shares; 2024Q4: 77,291 shares; 2025Q1: 85,539 shares; 2025Q2: 87,392 shares; 2025Q3: 88,587 shares; 2025Q4: 88,164 shares 88,164 $44.3M 0.77% -423 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,073 shares; 2024Q4: 769,584 shares; 2025Q1: 996,040 shares; 2025Q2: 853,671 shares; 2025Q3: 783,113 shares; 2025Q4: 743,087 shares 743,087 $42.5M 0.74% -40,026 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,510 shares; 2024Q4: 1,080,841 shares; 2025Q1: 1,466,495 shares; 2025Q2: 1,468,806 shares; 2025Q3: 1,508,112 shares; 2025Q4: 1,541,286 shares 1,541,286 $42.5M 0.74% +33,174 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,325 shares; 2024Q4: 66,502 shares; 2025Q1: 61,667 shares; 2025Q2: 57,975 shares; 2025Q3: 57,334 shares; 2025Q4: 61,799 shares 61,799 $42.1M 0.73% +4,465 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,646 shares; 2024Q4: 83,803 shares; 2025Q1: 87,084 shares; 2025Q2: 84,955 shares; 2025Q3: 87,402 shares; 2025Q4: 90,645 shares 90,645 $40.8M 0.71% +3,243 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,309 shares; 2024Q4: 34,114 shares; 2025Q1: 45,285 shares; 2025Q2: 46,948 shares; 2025Q3: 49,172 shares; 2025Q4: 47,199 shares 47,199 $40.7M 0.71% -1,973 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,938 shares; 2024Q4: 244,913 shares; 2025Q1: 322,048 shares; 2025Q2: 336,933 shares; 2025Q3: 340,612 shares; 2025Q4: 344,592 shares 344,592 $38.4M 0.67% +3,980 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,533 shares; 2024Q4: 371,645 shares; 2025Q1: 519,224 shares; 2025Q2: 488,796 shares; 2025Q3: 499,099 shares; 2025Q4: 497,469 shares 497,469 $38.3M 0.66% -1,630 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633,755 shares; 2024Q4: 582,871 shares; 2025Q1: 1,013,022 shares; 2025Q2: 774,032 shares; 2025Q3: 612,128 shares; 2025Q4: 611,979 shares 611,979 $35.6M 0.62% -149 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,603 shares; 2024Q4: 151,432 shares; 2025Q1: 239,673 shares; 2025Q2: 237,536 shares; 2025Q3: 260,728 shares; 2025Q4: 275,962 shares 275,962 $34M 0.59% +15,234 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 121,427 shares; 2025Q1: 578,548 shares; 2025Q2: 511,089 shares; 2025Q3: 518,809 shares; 2025Q4: 537,928 shares 537,928 $30.6M 0.53% +19,119 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,082 shares; 2024Q4: 32,504 shares; 2025Q1: 44,614 shares; 2025Q2: 47,898 shares; 2025Q3: 50,047 shares; 2025Q4: 52,223 shares 52,223 $29.8M 0.52% +2,176 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,983 shares; 2024Q4: 65,073 shares; 2025Q1: 81,112 shares; 2025Q2: 84,864 shares; 2025Q3: 85,994 shares; 2025Q4: 84,094 shares 84,094 $28.9M 0.5% -1,900 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,500 shares; 2024Q4: 189,693 shares; 2025Q1: 268,671 shares; 2025Q2: 261,552 shares; 2025Q3: 267,417 shares; 2025Q4: 273,401 shares 273,401 $27.9M 0.48% +5,984 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,559 shares; 2024Q4: 276,895 shares; 2025Q1: 382,228 shares; 2025Q2: 371,638 shares; 2025Q3: 378,716 shares; 2025Q4: 384,931 shares 384,931 $27.7M 0.48% +6,215 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,647 shares; 2024Q4: 55,119 shares; 2025Q1: 57,448 shares; 2025Q2: 87,992 shares; 2025Q3: 91,726 shares; 2025Q4: 91,318 shares 91,318 $27M 0.47% -408 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,995 shares; 2024Q4: 77,153 shares; 2025Q1: 76,387 shares; 2025Q2: 77,021 shares; 2025Q3: 76,362 shares; 2025Q4: 75,216 shares 75,216 $26.4M 0.46% -1,146 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,021 shares; 2024Q4: 79,230 shares; 2025Q1: 80,009 shares; 2025Q2: 80,517 shares; 2025Q3: 82,045 shares; 2025Q4: 111,977 shares 111,977 $25.6M 0.44% +29,932 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,037,175 shares; 2025Q1: 1,031,068 shares; 2025Q2: 1,041,818 shares; 2025Q3: 1,057,554 shares; 2025Q4: 1,127,064 shares 1,127,064 $24.9M 0.43% +69,510 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 982,328 shares; 2025Q1: 970,857 shares; 2025Q2: 987,956 shares; 2025Q3: 1,005,894 shares; 2025Q4: 1,074,034 shares 1,074,034 $24.6M 0.43% +68,140 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,872 shares; 2024Q4: 61,999 shares; 2025Q1: 59,659 shares; 2025Q2: 69,627 shares; 2025Q3: 69,777 shares; 2025Q4: 73,273 shares 73,273 $24.6M 0.43% +3,496 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,835 shares; 2024Q4: 118,138 shares; 2025Q1: 125,549 shares; 2025Q2: 125,589 shares; 2025Q3: 147,192 shares; 2025Q4: 149,526 shares 149,526 $24.1M 0.42% +2,334 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,952 shares; 2024Q4: 17,002 shares; 2025Q1: 23,862 shares; 2025Q2: 24,976 shares; 2025Q3: 25,812 shares; 2025Q4: 255,627 shares 255,627 $24M 0.42% +229,815 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,418 shares; 2024Q4: 105,500 shares; 2025Q1: 111,072 shares; 2025Q2: 110,132 shares; 2025Q3: 110,628 shares; 2025Q4: 113,668 shares 113,668 $23.5M 0.41% +3,040 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589,434 shares; 2024Q4: 658,679 shares; 2025Q1: 246,351 shares; 2025Q2: 225,085 shares; 2025Q3: 253,773 shares; 2025Q4: 262,169 shares 262,169 $23.5M 0.41% +8,396 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,204 shares; 2024Q4: 13,060 shares; 2025Q1: 14,014 shares; 2025Q2: 24,142 shares; 2025Q3: 25,978 shares; 2025Q4: 26,392 shares 26,392 $23.2M 0.4% +414 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,149 shares; 2024Q4: 176,183 shares; 2025Q1: 181,014 shares; 2025Q2: 179,107 shares; 2025Q3: 188,176 shares; 2025Q4: 192,261 shares 192,261 $23.1M 0.4% +4,085 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,715 shares; 2024Q4: 64,020 shares; 2025Q1: 107,778 shares; 2025Q2: 112,577 shares; 2025Q3: 116,974 shares; 2025Q4: 117,146 shares 117,146 $22.8M 0.4% +172 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 7,932 shares; 2025Q1: 25,848 shares; 2025Q2: 30,457 shares; 2025Q3: 32,351 shares; 2025Q4: 32,537 shares 32,537 $21.3M 0.37% +186 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,077 shares; 2024Q4: 179,860 shares; 2025Q1: 178,377 shares; 2025Q2: 176,554 shares; 2025Q3: 179,364 shares; 2025Q4: 173,931 shares 173,931 $20.9M 0.36% -5,433 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,364 shares; 2024Q4: 306,246 shares; 2025Q1: 407,739 shares; 2025Q2: 396,415 shares; 2025Q3: 404,749 shares; 2025Q4: 408,035 shares 408,035 $20.4M 0.35% +3,286 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,747 shares; 2024Q4: 49,332 shares; 2025Q1: 124,744 shares; 2025Q2: 128,899 shares; 2025Q3: 132,488 shares; 2025Q4: 131,936 shares 131,936 $20.3M 0.35% -552 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,459 shares; 2024Q4: 135,083 shares; 2025Q1: 172,369 shares; 2025Q2: 201,147 shares; 2025Q3: 225,085 shares; 2025Q4: 290,927 shares 290,927 $19.6M 0.34% +65,842 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,985 shares; 2025Q1: 16,153 shares; 2025Q2: 17,324 shares; 2025Q3: 17,635 shares; 2025Q4: 17,895 shares 17,895 $19.2M 0.33% +260 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,424 shares; 2024Q4: 32,892 shares; 2025Q1: 58,106 shares; 2025Q2: 62,293 shares; 2025Q3: 69,889 shares; 2025Q4: 89,389 shares 89,389 $19M 0.33% +19,500 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 210,375 shares; 2025Q1: 212,618 shares; 2025Q2: 215,915 shares; 2025Q3: 220,578 shares; 2025Q4: 240,266 shares 240,266 $18.9M 0.33% +19,688 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,119 shares; 2024Q4: 37,085 shares; 2025Q1: 74,486 shares; 2025Q2: 82,728 shares; 2025Q3: 100,553 shares; 2025Q4: 105,235 shares 105,235 $18.7M 0.32% +4,682 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,414 shares; 2024Q4: 63,774 shares; 2025Q1: 70,787 shares; 2025Q2: 75,841 shares; 2025Q3: 81,670 shares; 2025Q4: 84,712 shares 84,712 $18.1M 0.31% +3,042 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 31,887 shares; 2025Q1: 85,737 shares; 2025Q2: 94,572 shares; 2025Q3: 96,199 shares; 2025Q4: 97,840 shares 97,840 $18M 0.31% +1,641 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,861 shares; 2025Q2: 206,484 shares; 2025Q3: 381,380 shares; 2025Q4: 407,299 shares 407,299 $17.8M 0.31% +25,919 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,425 shares; 2024Q4: 75,767 shares; 2025Q1: 207,826 shares; 2025Q2: 215,710 shares; 2025Q3: 254,017 shares; 2025Q4: 286,778 shares 286,778 $17.4M 0.3% +32,761 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,368 shares; 2024Q4: 46,813 shares; 2025Q1: 166,541 shares; 2025Q2: 180,841 shares; 2025Q3: 191,490 shares; 2025Q4: 198,393 shares 198,393 $17.4M 0.3% +6,903 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413,669 shares; 2025Q3: 428,721 shares; 2025Q4: 441,970 shares 441,970 $17.3M 0.3% +13,249 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 16,863 shares; 2025Q1: 35,612 shares; 2025Q2: 45,606 shares; 2025Q3: 46,621 shares; 2025Q4: 47,977 shares 47,977 $17.3M 0.3% +1,356 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,417 shares; 2024Q4: 49,771 shares; 2025Q1: 53,199 shares; 2025Q2: 54,647 shares; 2025Q3: 55,091 shares; 2025Q4: 55,944 shares 55,944 $17.1M 0.3% +853 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,929 shares; 2024Q4: 141,875 shares; 2025Q1: 136,259 shares; 2025Q2: 128,112 shares; 2025Q3: 126,633 shares; 2025Q4: 118,070 shares 118,070 $16.9M 0.29% -8,563 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,673 shares; 2024Q4: 19,761 shares; 2025Q1: 27,433 shares; 2025Q2: 30,220 shares; 2025Q3: 30,599 shares; 2025Q4: 31,113 shares 31,113 $16.3M 0.28% +514 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 582,958 shares; 2025Q1: 577,658 shares; 2025Q2: 582,469 shares; 2025Q3: 591,422 shares; 2025Q4: 630,820 shares 630,820 $16.1M 0.28% +39,398 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $15.9M 0.27% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,780 shares; 2025Q1: 61,844 shares; 2025Q2: 65,162 shares; 2025Q3: 66,481 shares; 2025Q4: 72,921 shares 72,921 $15.4M 0.27% +6,440 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 18,923 shares; 2025Q1: 17,907 shares; 2025Q2: 17,995 shares; 2025Q3: 28,853 shares; 2025Q4: 31,569 shares 31,569 $15.4M 0.27% +2,716 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 31,129 shares; 2025Q1: 32,681 shares; 2025Q2: 316,362 shares; 2025Q3: 319,296 shares; 2025Q4: 323,094 shares 323,094 $15.3M 0.27% +3,798 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,431 shares; 2024Q4: 30,690 shares; 2025Q1: 33,787 shares; 2025Q2: 35,329 shares; 2025Q3: 39,144 shares; 2025Q4: 38,278 shares 38,278 $15.2M 0.26% -866 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,656 shares; 2024Q4: 34,329 shares; 2025Q1: 72,684 shares; 2025Q2: 82,358 shares; 2025Q3: 81,945 shares; 2025Q4: 83,200 shares 83,200 $14.8M 0.26% +1,255 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,976 shares; 2024Q4: 71,339 shares; 2025Q1: 74,839 shares; 2025Q2: 210,325 shares; 2025Q3: 380,996 shares; 2025Q4: 419,008 shares 419,008 $14.5M 0.25% +38,012 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,746 shares; 2024Q4: 104,093 shares; 2025Q1: 159,695 shares; 2025Q2: 155,173 shares; 2025Q3: 171,133 shares; 2025Q4: 177,144 shares 177,144 $14.4M 0.25% +6,011 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,794 shares; 2024Q4: 144,390 shares; 2025Q1: 226,543 shares; 2025Q2: 311,227 shares; 2025Q3: 276,389 shares; 2025Q4: 283,853 shares 283,853 $14.4M 0.25% +7,464 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144,507 shares; 2025Q1: 155,574 shares; 2025Q2: 170,376 shares; 2025Q3: 175,539 shares; 2025Q4: 193,277 shares 193,277 $14.4M 0.25% +17,738 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,442 shares; 2024Q4: 82,208 shares; 2025Q1: 84,993 shares; 2025Q2: 86,297 shares; 2025Q3: 91,523 shares; 2025Q4: 93,552 shares 93,552 $14.3M 0.25% +2,029 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,281 shares; 2024Q4: 52,885 shares; 2025Q1: 59,228 shares; 2025Q2: 88,661 shares; 2025Q3: 95,804 shares; 2025Q4: 64,883 shares 64,883 $14.3M 0.25% -30,921 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,293 shares; 2024Q4: 176,265 shares; 2025Q1: 285,524 shares; 2025Q2: 292,761 shares; 2025Q3: 289,605 shares; 2025Q4: 281,673 shares 281,673 $14.2M 0.25% -7,932 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,901 shares; 2024Q4: 93,824 shares; 2025Q1: 168,859 shares; 2025Q2: 174,072 shares; 2025Q3: 172,747 shares; 2025Q4: 177,174 shares 177,174 $14.2M 0.25% +4,427 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,800 shares; 2024Q4: 290,636 shares; 2025Q1: 249,655 shares; 2025Q2: 217,696 shares; 2025Q3: 280,042 shares; 2025Q4: 277,195 shares 277,195 $14M 0.24% -2,847 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,213 shares; 2025Q1: 13,657 shares; 2025Q2: 15,172 shares; 2025Q3: 15,597 shares; 2025Q4: 15,793 shares 15,793 $13.9M 0.24% +196 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,087 shares; 2024Q4: 152,605 shares; 2025Q1: 172,844 shares; 2025Q2: 169,524 shares; 2025Q3: 175,649 shares; 2025Q4: 173,890 shares 173,890 $13.4M 0.23% -1,759 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,840 shares; 2024Q4: 69,151 shares; 2025Q1: 98,706 shares; 2025Q2: 128,243 shares; 2025Q3: 196,067 shares; 2025Q4: 187,252 shares 187,252 $13.4M 0.23% -8,815 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,841 shares; 2024Q4: 25,604 shares; 2025Q1: 25,806 shares; 2025Q2: 24,677 shares; 2025Q3: 24,800 shares; 2025Q4: 23,188 shares 23,188 $13.3M 0.23% -1,612 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 12,172 shares; 2025Q1: 25,127 shares; 2025Q2: 29,757 shares; 2025Q3: 29,366 shares; 2025Q4: 29,195 shares 29,195 $13.2M 0.23% -171 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,369 shares; 2024Q4: 321,922 shares; 2025Q1: 340,767 shares; 2025Q2: 363,415 shares; 2025Q3: 374,741 shares; 2025Q4: 385,687 shares 385,687 $13.2M 0.23% +10,946 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 103,367 shares; 2025Q1: 102,525 shares; 2025Q2: 102,667 shares; 2025Q3: 102,315 shares; 2025Q4: 101,732 shares 101,732 $13.1M 0.23% -583 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,399 shares; 2024Q4: 98,877 shares; 2025Q1: 97,783 shares; 2025Q2: 95,809 shares; 2025Q3: 94,613 shares; 2025Q4: 91,103 shares 91,103 $13.1M 0.23% -3,510 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,513 shares; 2024Q4: 22,499 shares; 2025Q1: 23,077 shares; 2025Q2: 23,314 shares; 2025Q3: 27,421 shares; 2025Q4: 41,846 shares 41,846 $12.9M 0.22% +14,425 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,099 shares; 2024Q4: 93,919 shares; 2025Q1: 95,343 shares; 2025Q2: 93,869 shares; 2025Q3: 96,742 shares; 2025Q4: 97,196 shares 97,196 $12.2M 0.21% +454 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,261 shares; 2025Q1: 11,739 shares; 2025Q2: 14,420 shares; 2025Q3: 26,033 shares; 2025Q4: 34,723 shares 34,723 $11.9M 0.21% +8,690 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,555 shares; 2024Q4: 63,212 shares; 2025Q1: 62,909 shares; 2025Q2: 62,822 shares; 2025Q3: 62,655 shares; 2025Q4: 63,843 shares 63,843 $11.7M 0.2% +1,188 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,410 shares; 2025Q1: 35,940 shares; 2025Q2: 58,286 shares; 2025Q3: 201,125 shares; 2025Q4: 208,758 shares 208,758 $11.2M 0.19% +7,633 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,024 shares; 2024Q4: 188,693 shares; 2025Q1: 167,390 shares; 2025Q2: 175,030 shares; 2025Q3: 175,942 shares; 2025Q4: 176,855 shares 176,855 $11M 0.19% +913 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 73,933 shares; 2025Q1: 65,083 shares; 2025Q2: 44,668 shares; 2025Q3: 43,435 shares; 2025Q4: 42,724 shares 42,724 $11M 0.19% -711 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,120 shares; 2024Q4: 51,865 shares; 2025Q1: 50,569 shares; 2025Q2: 60,546 shares; 2025Q3: 58,487 shares; 2025Q4: 57,652 shares 57,652 $11M 0.19% -835 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,456 shares; 2024Q4: 1,079,576 shares; 2025Q1: 335,654 shares; 2025Q2: 309,196 shares; 2025Q3: 346,169 shares; 2025Q4: 336,483 shares 336,483 $11M 0.19% -9,686 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,710 shares; 2024Q4: 31,534 shares; 2025Q1: 32,509 shares; 2025Q2: 27,541 shares; 2025Q3: 34,591 shares; 2025Q4: 33,225 shares 33,225 $11M 0.19% -1,366 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,034 shares; 2024Q4: 15,672 shares; 2025Q1: 15,776 shares; 2025Q2: 82,298 shares; 2025Q3: 211,885 shares; 2025Q4: 245,818 shares 245,818 $10.9M 0.19% +33,933 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,613 shares; 2025Q1: 4,976 shares; 2025Q2: 3,795 shares; 2025Q3: 12,718 shares; 2025Q4: 27,892 shares 27,892 $10.9M 0.19% +15,174 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742,028 shares; 2024Q4: 2,221,701 shares; 2025Q1: 336,136 shares; 2025Q2: 276,008 shares; 2025Q3: 416,487 shares; 2025Q4: 398,972 shares 398,972 $10.7M 0.19% -17,515 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,010 shares; 2024Q4: 23,502 shares; 2025Q1: 23,277 shares; 2025Q2: 25,865 shares; 2025Q3: 33,225 shares; 2025Q4: 35,178 shares 35,178 $10.7M 0.19% +1,953 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 93,041 shares; 2025Q1: 99,587 shares; 2025Q2: 106,894 shares; 2025Q3: 113,915 shares; 2025Q4: 126,338 shares 126,338 $10.6M 0.18% +12,423 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,270 shares; 2024Q4: 63,843 shares; 2025Q1: 60,580 shares; 2025Q2: 59,094 shares; 2025Q3: 56,695 shares; 2025Q4: 56,187 shares 56,187 $10.4M 0.18% -508 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,477 shares; 2024Q4: 51,221 shares; 2025Q1: 52,995 shares; 2025Q2: 53,343 shares; 2025Q3: 53,792 shares; 2025Q4: 52,862 shares 52,862 $10.3M 0.18% -930 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,302 shares; 2024Q4: 161,375 shares; 2025Q1: 182,962 shares; 2025Q2: 187,070 shares; 2025Q3: 185,886 shares; 2025Q4: 187,113 shares 187,113 $10.3M 0.18% +1,227 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 9,413 shares; 2025Q1: 21,955 shares; 2025Q2: 25,513 shares; 2025Q3: 25,359 shares; 2025Q4: 24,107 shares 24,107 $10.3M 0.18% -1,252 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,170 shares; 2024Q4: 68,263 shares; 2025Q1: 77,111 shares; 2025Q2: 72,565 shares; 2025Q3: 75,428 shares; 2025Q4: 75,777 shares 75,777 $10.2M 0.18% +349 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 177,171 shares; 2025Q1: 177,585 shares; 2025Q2: 179,327 shares; 2025Q3: 180,981 shares; 2025Q4: 192,495 shares 192,495 $9.79M 0.17% +11,514 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,268 shares; 2024Q4: 41,472 shares; 2025Q1: 41,715 shares; 2025Q2: 41,929 shares; 2025Q3: 44,678 shares; 2025Q4: 42,006 shares 42,006 $9.72M 0.17% -2,672 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,871 shares; 2024Q4: 185,179 shares; 2025Q1: 207,431 shares; 2025Q2: 193,632 shares; 2025Q3: 199,770 shares; 2025Q4: 208,093 shares 208,093 $9.68M 0.17% +8,323 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,872 shares; 2025Q1: 121,352 shares; 2025Q2: 136,979 shares; 2025Q3: 148,532 shares; 2025Q4: 161,026 shares 161,026 $9.65M 0.17% +12,494 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,683 shares; 2024Q4: 133,355 shares; 2025Q1: 123,989 shares; 2025Q2: 132,012 shares; 2025Q3: 126,685 shares; 2025Q4: 135,843 shares 135,843 $9.5M 0.16% +9,158 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,289 shares; 2024Q4: 97,715 shares; 2025Q1: 92,647 shares; 2025Q2: 90,487 shares; 2025Q3: 89,284 shares; 2025Q4: 90,075 shares 90,075 $9.48M 0.16% +791 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,767 shares; 2024Q4: 22,751 shares; 2025Q1: 19,900 shares; 2025Q2: 19,745 shares; 2025Q3: 19,593 shares; 2025Q4: 19,989 shares 19,989 $9.46M 0.16% +396 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,389 shares; 2024Q4: 7,991 shares; 2025Q1: 34,790 shares; 2025Q2: 40,638 shares; 2025Q3: 41,680 shares; 2025Q4: 41,841 shares 41,841 $9.34M 0.16% +161 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,455 shares; 2025Q1: 198,976 shares; 2025Q2: 221,855 shares; 2025Q3: 231,972 shares; 2025Q4: 237,092 shares 237,092 $9.13M 0.16% +5,120 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,684 shares; 2025Q1: 18,097 shares; 2025Q2: 20,071 shares; 2025Q3: 23,820 shares; 2025Q4: 23,804 shares 23,804 $9.12M 0.16% -16 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,239 shares; 2025Q3: 201,888 shares; 2025Q4: 226,482 shares 226,482 $9.11M 0.16% +24,594 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,331 shares; 2025Q1: 23,447 shares; 2025Q2: 25,462 shares; 2025Q3: 25,552 shares; 2025Q4: 25,886 shares 25,886 $9.1M 0.16% +334 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,599 shares; 2025Q3: 216,923 shares; 2025Q4: 256,732 shares 256,732 $9.07M 0.16% +39,809 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,893 shares; 2024Q4: 52,924 shares; 2025Q1: 54,376 shares; 2025Q2: 63,450 shares; 2025Q3: 54,050 shares; 2025Q4: 56,521 shares 56,521 $9.07M 0.16% +2,471 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,445 shares; 2024Q4: 24,716 shares; 2025Q1: 28,011 shares; 2025Q2: 26,051 shares; 2025Q3: 31,741 shares; 2025Q4: 31,551 shares 31,551 $9.01M 0.16% -190 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 8,002 shares; 2025Q1: 8,568 shares; 2025Q2: 8,656 shares; 2025Q3: 8,485 shares; 2025Q4: 8,320 shares 8,320 $8.9M 0.15% -165 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 12,452 shares; 2025Q1: 21,025 shares; 2025Q2: 12,961 shares; 2025Q3: 13,669 shares; 2025Q4: 13,426 shares 13,426 $8.89M 0.15% -243 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 14,762 shares; 2025Q1: 55,222 shares; 2025Q2: 63,122 shares; 2025Q3: 61,545 shares; 2025Q4: 43,599 shares 43,599 $8.85M 0.15% -17,946 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,160 shares; 2024Q4: 37,990 shares; 2025Q1: 38,529 shares; 2025Q2: 36,241 shares; 2025Q3: 34,889 shares; 2025Q4: 39,728 shares 39,728 $8.73M 0.15% +4,839 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,997 shares; 2024Q4: 98,012 shares; 2025Q1: 119,543 shares; 2025Q2: 107,639 shares; 2025Q3: 134,695 shares; 2025Q4: 161,270 shares 161,270 $8.4M 0.15% +26,575 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315,858 shares; 2025Q1: 322,588 shares; 2025Q2: 326,727 shares; 2025Q3: 331,891 shares; 2025Q4: 352,924 shares 352,924 $8.36M 0.14% +21,033 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301,527 shares; 2024Q4: 1,378,806 shares; 2025Q1: 447,681 shares; 2025Q2: 353,222 shares; 2025Q3: 355,780 shares; 2025Q4: 331,050 shares 331,050 $8.33M 0.14% -24,730 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,997 shares; 2025Q1: 103,026 shares; 2025Q2: 104,295 shares; 2025Q3: 93,724 shares; 2025Q4: 82,833 shares 82,833 $8.29M 0.14% -10,891 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 12,899 shares; 2025Q1: 18,896 shares; 2025Q2: 12,153 shares; 2025Q3: 14,307 shares; 2025Q4: 14,179 shares 14,179 $8.22M 0.14% -128 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 14,018 shares; 2025Q1: 13,307 shares; 2025Q2: 36,600 shares; 2025Q3: 89,345 shares; 2025Q4: 101,165 shares 101,165 $8.12M 0.14% +11,820 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,175 shares; 2025Q1: 144,975 shares; 2025Q2: 173,796 shares; 2025Q3: 242,807 shares; 2025Q4: 315,854 shares 315,854 $8.1M 0.14% +73,047 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,748 shares; 2024Q4: 27,973 shares; 2025Q1: 107,406 shares; 2025Q2: 129,513 shares; 2025Q3: 132,793 shares; 2025Q4: 134,914 shares 134,914 $8.1M 0.14% +2,121 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,140 shares; 2024Q4: 35,678 shares; 2025Q1: 34,045 shares; 2025Q2: 32,519 shares; 2025Q3: 32,377 shares; 2025Q4: 33,488 shares 33,488 $8.08M 0.14% +1,111 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,832 shares; 2024Q4: 18,528 shares; 2025Q1: 19,284 shares; 2025Q2: 20,710 shares; 2025Q3: 25,995 shares; 2025Q4: 27,130 shares 27,130 $7.96M 0.14% +1,135 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,835 shares; 2024Q4: 423,861 shares; 2025Q1: 413,083 shares; 2025Q2: 409,908 shares; 2025Q3: 407,697 shares; 2025Q4: 399,973 shares 399,973 $7.68M 0.13% -7,724 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,801 shares; 2024Q4: 30,365 shares; 2025Q1: 34,567 shares; 2025Q2: 28,881 shares; 2025Q3: 28,096 shares; 2025Q4: 28,749 shares 28,749 $7.62M 0.13% +653 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,279 shares; 2024Q4: 36,318 shares; 2025Q1: 40,364 shares; 2025Q2: 57,798 shares; 2025Q3: 108,047 shares; 2025Q4: 83,128 shares 83,128 $7.6M 0.13% -24,919 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,968 shares; 2024Q4: 227,009 shares; 2025Q1: 230,548 shares; 2025Q2: 220,984 shares; 2025Q3: 196,714 shares; 2025Q4: 205,105 shares 205,105 $7.57M 0.13% +8,391 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,692 shares; 2025Q2: 106,521 shares; 2025Q3: 120,172 shares; 2025Q4: 124,739 shares 124,739 $7.55M 0.13% +4,567 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,393 shares; 2024Q4: 53,927 shares; 2025Q1: 56,117 shares; 2025Q2: 57,971 shares; 2025Q3: 63,319 shares; 2025Q4: 64,436 shares 64,436 $7.52M 0.13% +1,117 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,409 shares; 2024Q4: 29,680 shares; 2025Q1: 42,927 shares; 2025Q2: 43,719 shares; 2025Q3: 44,334 shares; 2025Q4: 43,499 shares 43,499 $7.44M 0.13% -835 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,015 shares; 2024Q4: 864,905 shares; 2025Q1: 795,165 shares; 2025Q2: 786,903 shares; 2025Q3: 772,510 shares; 2025Q4: 743,474 shares 743,474 $7.43M 0.13% -29,036 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,391 shares; 2024Q4: 20,656 shares; 2025Q1: 20,224 shares; 2025Q2: 20,914 shares; 2025Q3: 21,027 shares; 2025Q4: 21,577 shares 21,577 $7.26M 0.13% +550 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,026 shares; 2025Q1: 111,358 shares; 2025Q2: 118,415 shares; 2025Q3: 120,338 shares; 2025Q4: 131,183 shares 131,183 $7.24M 0.13% +10,845 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 20,247 shares; 2025Q1: 21,244 shares; 2025Q2: 21,742 shares; 2025Q3: 22,148 shares; 2025Q4: 23,118 shares 23,118 $7.22M 0.13% +970 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,729 shares; 2024Q4: 26,876 shares; 2025Q1: 44,668 shares; 2025Q2: 71,834 shares; 2025Q3: 83,875 shares; 2025Q4: 71,133 shares 71,133 $7.14M 0.12% -12,742 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,503 shares; 2024Q4: 78,368 shares; 2025Q1: 80,437 shares; 2025Q2: 78,652 shares; 2025Q3: 75,134 shares; 2025Q4: 76,465 shares 76,465 $7.13M 0.12% +1,331 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,010 shares; 2024Q4: 22,083 shares; 2025Q1: 21,040 shares; 2025Q2: 21,226 shares; 2025Q3: 21,193 shares; 2025Q4: 21,723 shares 21,723 $7.11M 0.12% +530 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 11,592 shares; 2025Q1: 12,552 shares; 2025Q2: 13,138 shares; 2025Q3: 12,903 shares; 2025Q4: 13,889 shares 13,889 $7.09M 0.12% +986 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 11,901 shares; 2025Q1: 13,363 shares; 2025Q2: 14,112 shares; 2025Q3: 15,139 shares; 2025Q4: 15,114 shares 15,114 $7.08M 0.12% -25 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,617 shares; 2025Q2: 49,017 shares; 2025Q3: 148,719 shares; 2025Q4: 149,334 shares 149,334 $7.07M 0.12% +615 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,218 shares; 2024Q4: 28,909 shares; 2025Q1: 31,015 shares; 2025Q2: 32,551 shares; 2025Q3: 30,105 shares; 2025Q4: 26,269 shares 26,269 $7.05M 0.12% -3,836 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,505 shares; 2024Q4: 26,658 shares; 2025Q1: 27,656 shares; 2025Q2: 27,463 shares; 2025Q3: 26,788 shares; 2025Q4: 27,224 shares 27,224 $7M 0.12% +436 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 12,547 shares; 2025Q1: 21,204 shares; 2025Q2: 21,466 shares; 2025Q3: 22,729 shares; 2025Q4: 27,856 shares 27,856 $6.97M 0.12% +5,127 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,177 shares; 2025Q1: 30,718 shares; 2025Q2: 33,196 shares; 2025Q3: 35,716 shares; 2025Q4: 40,544 shares 40,544 $6.94M 0.12% +4,828 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,833 shares; 2024Q4: 44,481 shares; 2025Q1: 43,895 shares; 2025Q2: 46,503 shares; 2025Q3: 46,532 shares; 2025Q4: 47,104 shares 47,104 $6.64M 0.12% +572 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,817 shares; 2024Q4: 55,773 shares; 2025Q1: 62,322 shares; 2025Q2: 59,155 shares; 2025Q3: 59,548 shares; 2025Q4: 56,755 shares 56,755 $6.46M 0.11% -2,793 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 12,465 shares; 2025Q1: 12,010 shares; 2025Q2: 16,529 shares; 2025Q3: 21,501 shares; 2025Q4: 30,060 shares 30,060 $6.45M 0.11% +8,559 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 16,064 shares; 2025Q1: 16,681 shares; 2025Q2: 16,259 shares; 2025Q3: 16,848 shares; 2025Q4: 17,184 shares 17,184 $6.36M 0.11% +336 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,118 shares; 2025Q3: 153,275 shares; 2025Q4: 164,674 shares 164,674 $6.35M 0.11% +11,399 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,654 shares; 2025Q3: 211,990 shares; 2025Q4: 238,089 shares 238,089 $6.32M 0.11% +26,099 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 10,380 shares; 2025Q1: 16,854 shares; 2025Q2: 24,883 shares; 2025Q3: 22,837 shares; 2025Q4: 11,133 shares 11,133 $6.31M 0.11% -11,704 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,306 shares; 2024Q4: 172,997 shares; 2025Q1: 177,995 shares; 2025Q2: 185,715 shares; 2025Q3: 186,333 shares; 2025Q4: 181,933 shares 181,933 $6.27M 0.11% -4,400 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,667 shares; 2024Q4: 72,895 shares; 2025Q1: 73,379 shares; 2025Q2: 85,084 shares; 2025Q3: 86,149 shares; 2025Q4: 69,038 shares 69,038 $6.02M 0.1% -17,111 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,578 shares; 2025Q1: 30,973 shares; 2025Q2: 45,002 shares; 2025Q3: 48,666 shares; 2025Q4: 114,601 shares 114,601 $6.02M 0.1% +65,935 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,306 shares; 2025Q3: 120,675 shares; 2025Q4: 180,403 shares 180,403 $6.01M 0.1% +59,728 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 15,796 shares; 2025Q1: 15,875 shares; 2025Q2: 15,273 shares; 2025Q3: 15,603 shares; 2025Q4: 65,229 shares 65,229 $6M 0.1% +49,626 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 13,844 shares; 2025Q1: 13,134 shares; 2025Q2: 13,945 shares; 2025Q3: 14,493 shares; 2025Q4: 12,863 shares 12,863 $5.99M 0.1% -1,630 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,447 shares; 2024Q4: 9,049 shares; 2025Q1: 17,194 shares; 2025Q2: 20,223 shares; 2025Q3: 30,765 shares; 2025Q4: 29,090 shares 29,090 $5.96M 0.1% -1,675 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,586 shares; 2024Q4: 17,243 shares; 2025Q1: 31,062 shares; 2025Q2: 18,307 shares; 2025Q3: 18,735 shares; 2025Q4: 18,529 shares 18,529 $5.9M 0.1% -206 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,655 shares; 2025Q1: 43,874 shares; 2025Q2: 44,663 shares; 2025Q3: 44,400 shares; 2025Q4: 44,495 shares 44,495 $5.83M 0.1% +95 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 11,996 shares; 2025Q1: 11,235 shares; 2025Q2: 11,423 shares; 2025Q3: 11,756 shares; 2025Q4: 12,048 shares 12,048 $5.83M 0.1% +292 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 4,437 shares; 2025Q1: 4,551 shares; 2025Q2: 66,776 shares; 2025Q3: 64,269 shares; 2025Q4: 63,749 shares 63,749 $5.81M 0.1% -520 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 33,493 shares; 2025Q1: 36,877 shares; 2025Q2: 31,871 shares; 2025Q3: 31,368 shares; 2025Q4: 29,941 shares 29,941 $5.74M 0.1% -1,427 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,291 shares; 2024Q4: 35,039 shares; 2025Q1: 38,050 shares; 2025Q2: 37,634 shares; 2025Q3: 38,056 shares; 2025Q4: 39,280 shares 39,280 $5.64M 0.1% +1,224 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,392 shares; 2024Q4: 33,450 shares; 2025Q1: 35,542 shares; 2025Q2: 34,464 shares; 2025Q3: 35,469 shares; 2025Q4: 36,618 shares 36,618 $5.62M 0.1% +1,149 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,187 shares; 2024Q4: 155,201 shares; 2025Q1: 156,259 shares; 2025Q2: 150,282 shares; 2025Q3: 147,744 shares; 2025Q4: 141,444 shares 141,444 $5.6M 0.1% -6,300 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,185 shares; 2024Q4: 35,429 shares; 2025Q1: 36,263 shares; 2025Q2: 31,786 shares; 2025Q3: 32,625 shares; 2025Q4: 31,926 shares 31,926 $5.54M 0.1% -699 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,493 shares; 2024Q4: 62,923 shares; 2025Q1: 60,696 shares; 2025Q2: 54,072 shares; 2025Q3: 58,134 shares; 2025Q4: 55,426 shares 55,426 $5.54M 0.1% -2,708 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,576 shares; 2024Q4: 7,794 shares; 2025Q1: 6,780 shares; 2025Q2: 6,598 shares; 2025Q3: 7,062 shares; 2025Q4: 6,728 shares 6,728 $5.52M 0.1% -334 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,400 shares; 2024Q4: 64,666 shares; 2025Q1: 42,369 shares; 2025Q2: 40,670 shares; 2025Q3: 51,079 shares; 2025Q4: 56,964 shares 56,964 $5.47M 0.09% +5,885 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,416 shares; 2024Q4: 21,632 shares; 2025Q1: 22,520 shares; 2025Q2: 23,696 shares; 2025Q3: 24,457 shares; 2025Q4: 24,876 shares 24,876 $5.4M 0.09% +419 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,689 shares; 2024Q4: 214,207 shares; 2025Q1: 224,184 shares; 2025Q2: 274,974 shares; 2025Q3: 267,788 shares; 2025Q4: 216,700 shares 216,700 $5.38M 0.09% -51,088 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,652 shares; 2024Q4: 26,705 shares; 2025Q1: 27,161 shares; 2025Q2: 25,220 shares; 2025Q3: 24,801 shares; 2025Q4: 25,407 shares 25,407 $5.3M 0.09% +606 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,304 shares; 2024Q4: 121,060 shares; 2025Q1: 108,206 shares; 2025Q2: 113,581 shares; 2025Q3: 107,257 shares; 2025Q4: 98,511 shares 98,511 $5.3M 0.09% -8,746 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,866 shares; 2024Q4: 16,459 shares; 2025Q1: 16,594 shares; 2025Q2: 16,963 shares; 2025Q3: 18,319 shares; 2025Q4: 36,397 shares 36,397 $5.24M 0.09% +18,078 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,887 shares; 2024Q4: 41,540 shares; 2025Q1: 42,867 shares; 2025Q2: 42,541 shares; 2025Q3: 45,497 shares; 2025Q4: 44,526 shares 44,526 $5.22M 0.09% -971 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,924 shares; 2024Q4: 26,129 shares; 2025Q1: 25,454 shares; 2025Q2: 25,306 shares; 2025Q3: 25,101 shares; 2025Q4: 24,475 shares 24,475 $5.18M 0.09% -626 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,291 shares; 2025Q3: 132,441 shares; 2025Q4: 143,570 shares 143,570 $5.12M 0.09% +11,129 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,244 shares; 2024Q4: 218,320 shares; 2025Q1: 208,941 shares; 2025Q2: 202,107 shares; 2025Q3: 190,458 shares; 2025Q4: 186,404 shares 186,404 $5.11M 0.09% -4,054 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,884 shares; 2025Q2: 19,549 shares; 2025Q3: 39,140 shares; 2025Q4: 51,555 shares 51,555 $5.07M 0.09% +12,415 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,044 shares; 2024Q4: 125,378 shares; 2025Q1: 122,715 shares; 2025Q2: 126,148 shares; 2025Q3: 171,813 shares; 2025Q4: 177,271 shares 177,271 $5.05M 0.09% +5,458 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,134 shares; 2024Q4: 120,971 shares; 2025Q1: 11,837 shares; 2025Q2: 10,227 shares; 2025Q3: 10,142 shares; 2025Q4: 10,477 shares 10,477 $5.04M 0.09% +335 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 9,083 shares; 2025Q1: 8,414 shares; 2025Q2: 8,143 shares; 2025Q3: 8,097 shares; 2025Q4: 8,301 shares 8,301 $5.01M 0.09% +204 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,085 shares; 2024Q4: 85,707 shares; 2025Q1: 89,050 shares; 2025Q2: 89,849 shares; 2025Q3: 85,396 shares; 2025Q4: 92,527 shares 92,527 $4.99M 0.09% +7,131 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,068 shares; 2025Q1: 4,141 shares; 2025Q2: 3,618 shares; 2025Q3: 4,760 shares; 2025Q4: 7,369 shares 7,369 $4.97M 0.09% +2,609 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 13,930 shares; 2025Q1: 14,477 shares; 2025Q2: 15,009 shares; 2025Q3: 18,390 shares; 2025Q4: 19,058 shares 19,058 $4.9M 0.08% +668 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,295 shares; 2024Q4: 39,926 shares; 2025Q1: 45,092 shares; 2025Q2: 46,957 shares; 2025Q3: 51,262 shares; 2025Q4: 39,152 shares 39,152 $4.85M 0.08% -12,110 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 723 shares; 2025Q1: 893 shares; 2025Q2: 887 shares; 2025Q3: 933 shares; 2025Q4: 901 shares 901 $4.83M 0.08% -32 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,715 shares; 2025Q1: 3,937 shares; 2025Q2: 3,835 shares; 2025Q3: 3,820 shares; 2025Q4: 3,938 shares 3,938 $4.78M 0.08% +118 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,045 shares; 2024Q4: 58,590 shares; 2025Q1: 51,316 shares; 2025Q2: 50,877 shares; 2025Q3: 50,258 shares; 2025Q4: 49,939 shares 49,939 $4.7M 0.08% -319 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 5,906 shares; 2025Q1: 6,078 shares; 2025Q2: 7,706 shares; 2025Q3: 8,443 shares; 2025Q4: 8,159 shares 8,159 $4.65M 0.08% -284 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,545 shares; 2024Q4: 34,828 shares; 2025Q1: 37,523 shares; 2025Q2: 26,232 shares; 2025Q3: 25,666 shares; 2025Q4: 24,494 shares 24,494 $4.61M 0.08% -1,172 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,342 shares; 2024Q4: 34,501 shares; 2025Q1: 35,454 shares; 2025Q2: 34,295 shares; 2025Q3: 36,350 shares; 2025Q4: 35,953 shares 35,953 $4.59M 0.08% -397 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,830 shares; 2024Q4: 42,213 shares; 2025Q1: 44,327 shares; 2025Q2: 44,592 shares; 2025Q3: 46,240 shares; 2025Q4: 47,533 shares 47,533 $4.57M 0.08% +1,293 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,857 shares; 2024Q4: 97,164 shares; 2025Q1: 78,675 shares; 2025Q2: 82,697 shares; 2025Q3: 80,985 shares; 2025Q4: 79,098 shares 79,098 $4.56M 0.08% -1,887 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,479 shares; 2024Q4: 18,483 shares; 2025Q1: 19,217 shares; 2025Q2: 21,219 shares; 2025Q3: 23,386 shares; 2025Q4: 25,159 shares 25,159 $4.53M 0.08% +1,773 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,241 shares; 2024Q4: 72,746 shares; 2025Q1: 43,693 shares; 2025Q2: 44,163 shares; 2025Q3: 69,035 shares; 2025Q4: 70,137 shares 70,137 $4.52M 0.08% +1,102 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,187 shares; 2024Q4: 31,668 shares; 2025Q1: 30,905 shares; 2025Q2: 30,708 shares; 2025Q3: 30,801 shares; 2025Q4: 30,282 shares 30,282 $4.5M 0.08% -519 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,999 shares; 2024Q4: 37,999 shares; 2025Q1: 34,909 shares; 2025Q2: 35,780 shares; 2025Q3: 37,285 shares; 2025Q4: 36,647 shares 36,647 $4.5M 0.08% -638 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 16,812 shares; 2025Q1: 17,764 shares; 2025Q2: 16,502 shares; 2025Q3: 17,726 shares; 2025Q4: 16,513 shares 16,513 $4.48M 0.08% -1,213 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,181 shares; 2024Q4: 154,450 shares; 2025Q1: 131,782 shares; 2025Q2: 115,501 shares; 2025Q3: 116,768 shares; 2025Q4: 109,226 shares 109,226 $4.45M 0.08% -7,542 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,862 shares; 2024Q4: 62,493 shares; 2025Q1: 65,354 shares; 2025Q2: 59,726 shares; 2025Q3: 60,821 shares; 2025Q4: 60,423 shares 60,423 $4.44M 0.08% -398 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,668 shares; 2024Q4: 126,143 shares; 2025Q1: 122,346 shares; 2025Q2: 128,414 shares; 2025Q3: 121,897 shares; 2025Q4: 122,685 shares 122,685 $4.42M 0.08% +788 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,578 shares; 2024Q4: 134,913 shares; 2025Q1: 132,817 shares; 2025Q2: 135,653 shares; 2025Q3: 179,545 shares; 2025Q4: 184,016 shares 184,016 $4.42M 0.08% +4,471 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 9,069 shares; 2025Q1: 9,640 shares; 2025Q2: 9,646 shares; 2025Q3: 11,532 shares; 2025Q4: 12,353 shares 12,353 $4.36M 0.08% +821 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,705 shares; 2024Q4: 308,277 shares; 2025Q1: 313,048 shares; 2025Q2: 301,061 shares; 2025Q3: 287,784 shares; 2025Q4: 263,309 shares 263,309 $4.34M 0.08% -24,475 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 8,722 shares; 2025Q1: 15,777 shares; 2025Q2: 17,394 shares; 2025Q3: 20,030 shares; 2025Q4: 40,424 shares 40,424 $4.31M 0.07% +20,394 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,307 shares; 2024Q4: 42,963 shares; 2025Q1: 40,339 shares; 2025Q2: 39,942 shares; 2025Q3: 30,947 shares; 2025Q4: 21,515 shares 21,515 $4.3M 0.07% -9,432 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,291 shares; 2024Q4: 181,631 shares; 2025Q1: 229,630 shares; 2025Q2: 232,532 shares; 2025Q3: 222,457 shares; 2025Q4: 211,837 shares 211,837 $4.29M 0.07% -10,620 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,049 shares; 2024Q4: 28,126 shares; 2025Q1: 29,975 shares; 2025Q2: 30,209 shares; 2025Q3: 28,481 shares; 2025Q4: 28,834 shares 28,834 $4.17M 0.07% +353 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,859 shares; 2024Q4: 34,907 shares; 2025Q1: 35,093 shares; 2025Q2: 37,492 shares; 2025Q3: 37,328 shares; 2025Q4: 37,697 shares 37,697 $4.16M 0.07% +369 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 31,738 shares; 2025Q1: 30,485 shares; 2025Q2: 32,659 shares; 2025Q3: 43,003 shares; 2025Q4: 43,353 shares 43,353 $4.13M 0.07% +350 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,218 shares; 2024Q4: 35,734 shares; 2025Q1: 37,719 shares; 2025Q2: 38,504 shares; 2025Q3: 40,131 shares; 2025Q4: 41,250 shares 41,250 $4.12M 0.07% +1,119 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,923 shares; 2024Q4: 12,175 shares; 2025Q1: 14,686 shares; 2025Q2: 14,589 shares; 2025Q3: 14,472 shares; 2025Q4: 14,128 shares 14,128 $4.1M 0.07% -344 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,522 shares; 2024Q4: 77,732 shares; 2025Q1: 78,451 shares; 2025Q2: 77,991 shares; 2025Q3: 72,074 shares; 2025Q4: 65,015 shares 65,015 $4.09M 0.07% -7,059 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,915 shares; 2024Q4: 21,287 shares; 2025Q1: 19,594 shares; 2025Q2: 18,161 shares; 2025Q3: 17,431 shares; 2025Q4: 17,841 shares 17,841 $4.08M 0.07% +410 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,791 shares; 2024Q4: 125,668 shares; 2025Q1: 133,239 shares; 2025Q2: 130,277 shares; 2025Q3: 109,059 shares; 2025Q4: 106,510 shares 106,510 $4.08M 0.07% -2,549 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 9,594 shares; 2025Q1: 10,491 shares; 2025Q2: 9,269 shares; 2025Q3: 10,427 shares; 2025Q4: 10,429 shares 10,429 $4.06M 0.07% +2 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,755 shares; 2025Q2: 98,259 shares; 2025Q3: 97,938 shares; 2025Q4: 88,055 shares 88,055 $4.05M 0.07% -9,883 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,563 shares; 2024Q4: 93,748 shares; 2025Q1: 90,164 shares; 2025Q2: 88,950 shares; 2025Q3: 86,845 shares; 2025Q4: 86,022 shares 86,022 $4.03M 0.07% -823 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,164 shares; 2024Q4: 32,600 shares; 2025Q1: 33,128 shares; 2025Q2: 31,640 shares; 2025Q3: 30,199 shares; 2025Q4: 30,201 shares 30,201 $4.01M 0.07% +2 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,962 shares; 2024Q4: 103,366 shares; 2025Q1: 105,086 shares; 2025Q2: 100,651 shares; 2025Q3: 115,203 shares; 2025Q4: 120,853 shares 120,853 $3.96M 0.07% +5,650 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,298 shares; 2025Q3: 147,042 shares; 2025Q4: 148,221 shares 148,221 $3.93M 0.07% +1,179 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 19,962 shares; 2025Q1: 19,612 shares; 2025Q2: 20,666 shares; 2025Q3: 21,362 shares; 2025Q4: 19,354 shares 19,354 $3.93M 0.07% -2,008 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,530 shares; 2024Q4: 56,005 shares; 2025Q1: 54,326 shares; 2025Q2: 53,640 shares; 2025Q3: 53,217 shares; 2025Q4: 52,562 shares 52,562 $3.9M 0.07% -655 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,357 shares; 2024Q4: 5,330 shares; 2025Q1: 5,587 shares; 2025Q2: 5,594 shares; 2025Q3: 5,603 shares; 2025Q4: 5,679 shares 5,679 $3.84M 0.07% +76 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,782 shares; 2024Q4: 202,028 shares; 2025Q1: 191,845 shares; 2025Q2: 187,356 shares; 2025Q3: 181,052 shares; 2025Q4: 152,223 shares 152,223 $3.79M 0.07% -28,829 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 11,363 shares; 2025Q1: 19,262 shares; 2025Q2: 22,930 shares; 2025Q3: 22,300 shares; 2025Q4: 23,380 shares 23,380 $3.79M 0.07% +1,080 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,885 shares; 2025Q3: 88,642 shares; 2025Q4: 85,696 shares 85,696 $3.78M 0.07% -2,946 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,582 shares; 2024Q4: 117,066 shares; 2025Q1: 116,260 shares; 2025Q2: 116,233 shares; 2025Q3: 114,400 shares; 2025Q4: 113,600 shares 113,600 $3.76M 0.07% -800 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,924 shares; 2025Q3: 83,020 shares; 2025Q4: 82,953 shares 82,953 $3.71M 0.06% -67 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,732 shares; 2024Q4: 21,499 shares; 2025Q1: 23,916 shares; 2025Q2: 22,107 shares; 2025Q3: 21,116 shares; 2025Q4: 20,111 shares 20,111 $3.71M 0.06% -1,005 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,969 shares; 2024Q4: 13,712 shares; 2025Q1: 13,584 shares; 2025Q2: 12,552 shares; 2025Q3: 11,770 shares; 2025Q4: 14,877 shares 14,877 $3.66M 0.06% +3,107 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 12,577 shares; 2025Q1: 12,346 shares; 2025Q2: 13,295 shares; 2025Q3: 13,160 shares; 2025Q4: 13,391 shares 13,391 $3.66M 0.06% +231 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,258 shares; 2025Q3: 96,839 shares; 2025Q4: 118,180 shares 118,180 $3.6M 0.06% +21,341 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 10,230 shares; 2025Q1: 13,055 shares; 2025Q2: 12,876 shares; 2025Q3: 12,845 shares; 2025Q4: 12,786 shares 12,786 $3.57M 0.06% -59 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,908 shares; 2024Q4: 52,179 shares; 2025Q1: 51,987 shares; 2025Q2: 56,788 shares; 2025Q3: 118,327 shares; 2025Q4: 118,156 shares 118,156 $3.55M 0.06% -171 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,921 shares; 2024Q4: 25,567 shares; 2025Q1: 25,490 shares; 2025Q2: 25,374 shares; 2025Q3: 25,317 shares; 2025Q4: 26,631 shares 26,631 $3.53M 0.06% +1,314 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,101 shares; 2025Q1: 7,778 shares; 2025Q2: 12,325 shares; 2025Q3: 14,017 shares; 2025Q4: 14,531 shares 14,531 $3.52M 0.06% +514 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,635 shares; 2024Q4: 33,364 shares; 2025Q1: 35,081 shares; 2025Q2: 34,334 shares; 2025Q3: 42,550 shares; 2025Q4: 44,332 shares 44,332 $3.52M 0.06% +1,782 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 21,263 shares; 2025Q1: 21,754 shares; 2025Q2: 23,611 shares; 2025Q3: 22,267 shares; 2025Q4: 21,753 shares 21,753 $3.52M 0.06% -514 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,143 shares; 2024Q4: 30,076 shares; 2025Q1: 41,372 shares; 2025Q2: 51,603 shares; 2025Q3: 61,192 shares; 2025Q4: 66,606 shares 66,606 $3.51M 0.06% +5,414 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 13,783 shares; 2025Q1: 13,579 shares; 2025Q2: 13,685 shares; 2025Q3: 13,740 shares; 2025Q4: 16,645 shares 16,645 $3.5M 0.06% +2,905 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,512 shares; 2024Q4: 112,682 shares; 2025Q1: 117,456 shares; 2025Q2: 114,489 shares; 2025Q3: 111,999 shares; 2025Q4: 108,980 shares 108,980 $3.49M 0.06% -3,019 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,658 shares; 2024Q4: 21,037 shares; 2025Q1: 21,324 shares; 2025Q2: 22,310 shares; 2025Q3: 21,894 shares; 2025Q4: 21,751 shares 21,751 $3.48M 0.06% -143 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 16,677 shares; 2025Q1: 15,518 shares; 2025Q2: 14,896 shares; 2025Q3: 20,356 shares; 2025Q4: 22,425 shares 22,425 $3.47M 0.06% +2,069 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 14,252 shares; 2025Q1: 14,508 shares; 2025Q2: 15,638 shares; 2025Q3: 15,825 shares; 2025Q4: 15,158 shares 15,158 $3.45M 0.06% -667 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,245 shares; 2024Q4: 48,206 shares; 2025Q1: 41,499 shares; 2025Q2: 41,855 shares; 2025Q3: 41,848 shares; 2025Q4: 40,805 shares 40,805 $3.44M 0.06% -1,043 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,020 shares; 2024Q4: 40,987 shares; 2025Q1: 41,314 shares; 2025Q2: 37,587 shares; 2025Q3: 45,788 shares; 2025Q4: 46,738 shares 46,738 $3.44M 0.06% +950 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 8,600 shares; 2025Q1: 8,444 shares; 2025Q2: 19,826 shares; 2025Q3: 53,724 shares; 2025Q4: 59,297 shares 59,297 $3.43M 0.06% +5,573 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,524 shares; 2024Q4: 41,813 shares; 2025Q1: 39,652 shares; 2025Q2: 38,030 shares; 2025Q3: 38,406 shares; 2025Q4: 76,611 shares 76,611 $3.43M 0.06% +38,205 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 7,976 shares; 2025Q1: 10,973 shares; 2025Q2: 22,112 shares; 2025Q3: 31,448 shares; 2025Q4: 34,299 shares 34,299 $3.42M 0.06% +2,851 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 12,887 shares; 2025Q1: 12,370 shares; 2025Q2: 14,048 shares; 2025Q3: 12,517 shares; 2025Q4: 12,304 shares 12,304 $3.39M 0.06% -213 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,503 shares; 2024Q4: 53,508 shares; 2025Q1: 56,993 shares; 2025Q2: 60,749 shares; 2025Q3: 59,945 shares; 2025Q4: 62,519 shares 62,519 $3.36M 0.06% +2,574 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,511 shares 171,511 $3.34M 0.06% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 32,324 shares; 2025Q1: 33,325 shares; 2025Q2: 38,700 shares; 2025Q3: 38,677 shares; 2025Q4: 38,866 shares 38,866 $3.33M 0.06% +189 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,527 shares; 2025Q2: 4,600 shares; 2025Q3: 7,475 shares; 2025Q4: 7,489 shares 7,489 $3.33M 0.06% +14 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 14,508 shares; 2025Q1: 18,211 shares; 2025Q2: 19,728 shares; 2025Q3: 15,002 shares; 2025Q4: 13,444 shares 13,444 $3.32M 0.06% -1,558 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 65,500 shares; 2025Q1: 66,500 shares; 2025Q2: 67,000 shares; 2025Q3: 66,500 shares; 2025Q4: 65,500 shares 65,500 $3.32M 0.06% -1,000 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 15,791 shares; 2025Q1: 14,764 shares; 2025Q2: 133,139 shares; 2025Q3: 99,527 shares; 2025Q4: 109,661 shares 109,661 $3.31M 0.06% +10,134 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,575 shares; 2025Q1: 4,187 shares; 2025Q2: 41,869 shares; 2025Q3: 49,186 shares; 2025Q4: 49,268 shares 49,268 $3.3M 0.06% +82 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,391 shares; 2024Q4: 11,705 shares; 2025Q1: 12,408 shares; 2025Q2: 12,822 shares; 2025Q3: 13,089 shares; 2025Q4: 21,205 shares 21,205 $3.22M 0.06% +8,116 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,728 shares; 2024Q4: 22,381 shares; 2025Q1: 24,065 shares; 2025Q2: 26,240 shares; 2025Q3: 28,765 shares; 2025Q4: 27,689 shares 27,689 $3.19M 0.06% -1,076 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,728 shares; 2024Q4: 72,605 shares; 2025Q1: 54,889 shares; 2025Q2: 54,695 shares; 2025Q3: 43,235 shares; 2025Q4: 27,701 shares 27,701 $3.16M 0.05% -15,534 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,105 shares; 2025Q1: 16,342 shares; 2025Q2: 22,363 shares; 2025Q3: 31,147 shares; 2025Q4: 30,955 shares 30,955 $3.15M 0.05% -192 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 12,731 shares; 2025Q1: 14,289 shares; 2025Q2: 12,697 shares; 2025Q3: 12,349 shares; 2025Q4: 8,957 shares 8,957 $3.13M 0.05% -3,392 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 64,880 shares; 2025Q1: 59,682 shares; 2025Q2: 56,336 shares; 2025Q3: 64,101 shares; 2025Q4: 65,481 shares 65,481 $3.13M 0.05% +1,380 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 18,036 shares; 2025Q1: 18,914 shares; 2025Q2: 21,215 shares; 2025Q3: 19,645 shares; 2025Q4: 19,203 shares 19,203 $3.11M 0.05% -442 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,835 shares; 2024Q4: 44,228 shares; 2025Q1: 49,192 shares; 2025Q2: 46,578 shares; 2025Q3: 54,737 shares; 2025Q4: 60,830 shares 60,830 $3.1M 0.05% +6,093 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,314 shares; 2025Q1: 6,033 shares; 2025Q2: 6,357 shares; 2025Q3: 6,312 shares; 2025Q4: 6,950 shares 6,950 $3.09M 0.05% +638 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,669 shares; 2024Q4: 100,240 shares; 2025Q1: 97,062 shares; 2025Q2: 75,468 shares; 2025Q3: 67,912 shares; 2025Q4: 61,122 shares 61,122 $3.07M 0.05% -6,790 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,868 shares; 2024Q4: 21,927 shares; 2025Q1: 26,570 shares; 2025Q2: 27,858 shares; 2025Q3: 26,593 shares; 2025Q4: 26,403 shares 26,403 $3.07M 0.05% -190 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 18,191 shares; 2025Q1: 18,767 shares; 2025Q2: 16,015 shares; 2025Q3: 17,759 shares; 2025Q4: 21,115 shares 21,115 $3.04M 0.05% +3,356 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,276 shares; 2024Q4: 23,925 shares; 2025Q1: 10,824 shares; 2025Q2: 10,944 shares; 2025Q3: 10,805 shares; 2025Q4: 10,083 shares 10,083 $3.04M 0.05% -722 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,004 shares; 2024Q4: 32,520 shares; 2025Q1: 31,167 shares; 2025Q2: 30,954 shares; 2025Q3: 29,878 shares; 2025Q4: 29,015 shares 29,015 $3.02M 0.05% -863 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,388 shares; 2024Q4: 147,703 shares; 2025Q1: 190,953 shares; 2025Q2: 34,324 shares; 2025Q3: 30,753 shares; 2025Q4: 28,067 shares 28,067 $3.01M 0.05% -2,686 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 9,123 shares; 2025Q1: 9,385 shares; 2025Q2: 9,661 shares; 2025Q3: 9,495 shares; 2025Q4: 10,398 shares 10,398 $3M 0.05% +903 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,638 shares; 2024Q4: 48,572 shares; 2025Q1: 44,868 shares; 2025Q2: 44,705 shares; 2025Q3: 50,267 shares; 2025Q4: 29,593 shares 29,593 $2.94M 0.05% -20,674 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,067 shares; 2025Q3: 57,973 shares; 2025Q4: 59,890 shares 59,890 $2.92M 0.05% +1,917 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,730 shares; 2024Q4: 12,823 shares; 2025Q1: 14,458 shares; 2025Q2: 13,355 shares; 2025Q3: 12,330 shares; 2025Q4: 11,682 shares 11,682 $2.88M 0.05% -648 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 7,013 shares; 2025Q1: 7,440 shares; 2025Q2: 7,164 shares; 2025Q3: 8,852 shares; 2025Q4: 9,233 shares 9,233 $2.86M 0.05% +381 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,157 shares; 2024Q4: 54,502 shares; 2025Q1: 53,112 shares; 2025Q2: 55,048 shares; 2025Q3: 58,224 shares; 2025Q4: 57,744 shares 57,744 $2.84M 0.05% -480 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,525 shares; 2024Q4: 76,129 shares; 2025Q1: 10,837 shares; 2025Q2: 11,387 shares; 2025Q3: 10,934 shares; 2025Q4: 11,189 shares 11,189 $2.83M 0.05% +255 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,104 shares; 2024Q4: 25,515 shares; 2025Q1: 25,080 shares; 2025Q2: 25,087 shares; 2025Q3: 25,875 shares; 2025Q4: 29,315 shares 29,315 $2.82M 0.05% +3,440 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,785 shares; 2024Q4: 11,707 shares; 2025Q1: 12,871 shares; 2025Q2: 13,346 shares; 2025Q3: 14,435 shares; 2025Q4: 13,692 shares 13,692 $2.81M 0.05% -743 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 9,383 shares; 2025Q1: 8,975 shares; 2025Q2: 9,538 shares; 2025Q3: 9,860 shares; 2025Q4: 10,150 shares 10,150 $2.79M 0.05% +290 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,614 shares; 2025Q1: 5,031 shares; 2025Q2: 5,183 shares; 2025Q3: 5,377 shares; 2025Q4: 5,424 shares 5,424 $2.77M 0.05% +47 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,722 shares; 2025Q1: 3,494 shares; 2025Q2: 3,348 shares; 2025Q3: 3,463 shares; 2025Q4: 3,567 shares 3,567 $2.75M 0.05% +104 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 21,336 shares; 2025Q1: 39,681 shares; 2025Q2: 36,352 shares; 2025Q3: 34,813 shares; 2025Q4: 30,691 shares 30,691 $2.74M 0.05% -4,122 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 9,700 shares; 2025Q1: 10,042 shares; 2025Q2: 10,378 shares; 2025Q3: 9,772 shares; 2025Q4: 9,412 shares 9,412 $2.71M 0.05% -360 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,212 shares; 2024Q4: 37,307 shares; 2025Q1: 35,382 shares; 2025Q2: 32,347 shares; 2025Q3: 30,056 shares; 2025Q4: 31,634 shares 31,634 $2.69M 0.05% +1,578 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 9,703 shares; 2025Q1: 9,395 shares; 2025Q2: 9,265 shares; 2025Q3: 8,921 shares; 2025Q4: 8,825 shares 8,825 $2.67M 0.05% -96 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 7,134 shares; 2025Q1: 8,914 shares; 2025Q2: 8,470 shares; 2025Q3: 8,553 shares; 2025Q4: 8,424 shares 8,424 $2.63M 0.05% -129 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,571 shares; 2024Q4: 25,317 shares; 2025Q1: 29,616 shares; 2025Q2: 29,316 shares; 2025Q3: 33,541 shares; 2025Q4: 33,177 shares 33,177 $2.62M 0.05% -364 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,199 shares; 2024Q4: 57,127 shares; 2025Q1: 57,104 shares; 2025Q2: 53,327 shares; 2025Q3: 53,183 shares; 2025Q4: 46,101 shares 46,101 $2.61M 0.05% -7,082 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,898 shares; 2024Q4: 24,105 shares; 2025Q1: 25,103 shares; 2025Q2: 27,451 shares; 2025Q3: 30,560 shares; 2025Q4: 60,951 shares 60,951 $2.6M 0.05% +30,391 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,400 shares; 2025Q4: 58,760 shares 58,760 $2.59M 0.04% +11,360 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,475 shares; 2025Q2: 80,475 shares; 2025Q3: 78,975 shares; 2025Q4: 78,368 shares 78,368 $2.59M 0.04% -607 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,752 shares; 2024Q4: 50,940 shares; 2025Q1: 51,233 shares; 2025Q2: 50,397 shares; 2025Q3: 50,943 shares; 2025Q4: 49,881 shares 49,881 $2.57M 0.04% -1,062 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,850 shares; 2024Q4: 48,156 shares; 2025Q1: 63,566 shares; 2025Q2: 73,266 shares; 2025Q3: 60,367 shares; 2025Q4: 52,340 shares 52,340 $2.57M 0.04% -8,027 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,992 shares; 2024Q4: 86,430 shares; 2025Q1: 94,519 shares; 2025Q2: 92,389 shares; 2025Q3: 94,743 shares; 2025Q4: 93,170 shares 93,170 $2.56M 0.04% -1,573 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,722 shares; 2024Q4: 310,024 shares; 2025Q1: 305,290 shares; 2025Q2: 298,986 shares; 2025Q3: 291,519 shares; 2025Q4: 223,821 shares 223,821 $2.56M 0.04% -67,698 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,777 shares; 2025Q1: 3,618 shares; 2025Q2: 5,716 shares; 2025Q3: 5,725 shares; 2025Q4: 5,435 shares 5,435 $2.54M 0.04% -290 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,906 shares; 2025Q1: 10,202 shares; 2025Q2: 9,789 shares; 2025Q3: 9,386 shares; 2025Q4: 8,557 shares 8,557 $2.53M 0.04% -829 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 3,123 shares; 2025Q1: 7,399 shares; 2025Q2: 8,150 shares; 2025Q3: 8,304 shares; 2025Q4: 16,412 shares 16,412 $2.51M 0.04% +8,108 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,670 shares; 2024Q4: 61,465 shares; 2025Q1: 59,681 shares; 2025Q2: 66,385 shares; 2025Q3: 62,058 shares; 2025Q4: 52,391 shares 52,391 $2.51M 0.04% -9,667 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 19,510 shares; 2025Q1: 18,011 shares; 2025Q2: 17,821 shares; 2025Q3: 17,913 shares; 2025Q4: 18,442 shares 18,442 $2.51M 0.04% +529 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,949 shares; 2025Q1: 9,571 shares; 2025Q2: 9,741 shares; 2025Q3: 14,639 shares; 2025Q4: 15,465 shares 15,465 $2.5M 0.04% +826 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,772 shares; 2024Q4: 18,152 shares; 2025Q1: 18,038 shares; 2025Q2: 15,345 shares; 2025Q3: 17,880 shares; 2025Q4: 19,293 shares 19,293 $2.46M 0.04% +1,413 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 13,343 shares; 2025Q1: 17,079 shares; 2025Q2: 18,885 shares; 2025Q3: 18,422 shares; 2025Q4: 19,243 shares 19,243 $2.45M 0.04% +821 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,144 shares; 2025Q1: 3,789 shares; 2025Q2: 3,758 shares; 2025Q3: 13,927 shares; 2025Q4: 13,344 shares 13,344 $2.43M 0.04% -583 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,019 shares; 2024Q4: 86,489 shares; 2025Q1: 95,636 shares; 2025Q2: 98,916 shares; 2025Q3: 97,636 shares; 2025Q4: 102,915 shares 102,915 $2.43M 0.04% +5,279 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,349 shares; 2024Q4: 94,703 shares; 2025Q1: 80,804 shares; 2025Q2: 80,410 shares; 2025Q3: 77,988 shares; 2025Q4: 76,669 shares 76,669 $2.41M 0.04% -1,319 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,661 shares; 2024Q4: 16,166 shares; 2025Q1: 15,790 shares; 2025Q2: 15,820 shares; 2025Q3: 16,017 shares; 2025Q4: 15,997 shares 15,997 $2.38M 0.04% -20 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,898 shares; 2024Q4: 80,999 shares; 2025Q1: 68,916 shares; 2025Q2: 67,042 shares; 2025Q3: 55,164 shares; 2025Q4: 50,590 shares 50,590 $2.38M 0.04% -4,574 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 13,052 shares; 2025Q1: 13,325 shares; 2025Q2: 14,844 shares; 2025Q3: 14,702 shares; 2025Q4: 14,754 shares 14,754 $2.37M 0.04% +52 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 5,740 shares; 2025Q1: 6,059 shares; 2025Q2: 7,206 shares; 2025Q3: 5,817 shares; 2025Q4: 5,599 shares 5,599 $2.36M 0.04% -218 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,327 shares; 2024Q4: 28,860 shares; 2025Q1: 27,445 shares; 2025Q2: 29,319 shares; 2025Q3: 29,258 shares; 2025Q4: 25,176 shares 25,176 $2.36M 0.04% -4,082 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 15,598 shares; 2025Q1: 14,956 shares; 2025Q2: 34,544 shares; 2025Q3: 34,653 shares; 2025Q4: 51,156 shares 51,156 $2.35M 0.04% +16,503 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,964 shares; 2025Q3: 17,715 shares; 2025Q4: 19,665 shares 19,665 $2.35M 0.04% +1,950 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,562 shares; 2024Q4: 20,355 shares; 2025Q1: 22,897 shares; 2025Q2: 24,826 shares; 2025Q3: 25,172 shares; 2025Q4: 24,587 shares 24,587 $2.34M 0.04% -585 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,238 shares; 2025Q1: 2,018 shares; 2025Q2: 2,967 shares; 2025Q3: 3,776 shares; 2025Q4: 4,127 shares 4,127 $2.34M 0.04% +351 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 9,447 shares; 2025Q1: 10,666 shares; 2025Q2: 11,195 shares; 2025Q3: 10,242 shares; 2025Q4: 10,676 shares 10,676 $2.34M 0.04% +434 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,994 shares; 2024Q4: 69,044 shares; 2025Q1: 72,856 shares; 2025Q2: 61,681 shares; 2025Q3: 64,269 shares; 2025Q4: 64,476 shares 64,476 $2.34M 0.04% +207 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,648 shares; 2025Q1: 6,090 shares; 2025Q2: 6,912 shares; 2025Q3: 14,627 shares; 2025Q4: 13,910 shares 13,910 $2.33M 0.04% -717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,977 shares; 2024Q4: 19,293 shares; 2025Q1: 24,473 shares; 2025Q2: 18,884 shares; 2025Q3: 20,035 shares; 2025Q4: 19,417 shares 19,417 $2.33M 0.04% -618 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,234 shares; 2024Q4: 34,462 shares; 2025Q1: 28,910 shares; 2025Q2: 28,043 shares; 2025Q3: 18,679 shares; 2025Q4: 20,720 shares 20,720 $2.32M 0.04% +2,041 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,773 shares; 2025Q1: 7,202 shares; 2025Q2: 9,385 shares; 2025Q3: 9,579 shares; 2025Q4: 8,960 shares 8,960 $2.32M 0.04% -619 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,763 shares; 2024Q4: 109,346 shares; 2025Q1: 108,544 shares; 2025Q2: 123,623 shares; 2025Q3: 108,235 shares; 2025Q4: 88,570 shares 88,570 $2.27M 0.04% -19,665 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 17,106 shares; 2025Q1: 17,356 shares; 2025Q2: 17,358 shares; 2025Q3: 16,223 shares; 2025Q4: 16,242 shares 16,242 $2.26M 0.04% +19 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,433 shares; 2024Q4: 128,264 shares; 2025Q1: 125,259 shares; 2025Q2: 126,088 shares; 2025Q3: 126,048 shares; 2025Q4: 121,721 shares 121,721 $2.25M 0.04% -4,327 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,895 shares; 2024Q4: 57,128 shares; 2025Q1: 48,153 shares; 2025Q2: 46,010 shares; 2025Q3: 46,952 shares; 2025Q4: 44,757 shares 44,757 $2.24M 0.04% -2,195 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 24,668 shares; 2025Q1: 40,448 shares; 2025Q2: 61,838 shares; 2025Q3: 67,035 shares; 2025Q4: 67,656 shares 67,656 $2.23M 0.04% +621 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,958 shares; 2024Q4: 90,487 shares; 2025Q1: 93,768 shares; 2025Q2: 59,098 shares; 2025Q3: 58,478 shares; 2025Q4: 49,180 shares 49,180 $2.22M 0.04% -9,298 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,650 shares; 2024Q4: 21,471 shares; 2025Q1: 21,487 shares; 2025Q2: 18,878 shares; 2025Q3: 18,997 shares; 2025Q4: 22,899 shares 22,899 $2.22M 0.04% +3,902 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 5,353 shares; 2025Q1: 5,949 shares; 2025Q2: 6,556 shares; 2025Q3: 6,497 shares; 2025Q4: 6,527 shares 6,527 $2.2M 0.04% +30 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 23,254 shares; 2025Q1: 22,080 shares; 2025Q2: 21,869 shares; 2025Q3: 32,673 shares; 2025Q4: 34,127 shares 34,127 $2.2M 0.04% +1,454 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,217 shares; 2025Q4: 21,942 shares 21,942 $2.19M 0.04% -3,275 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 9,107 shares; 2025Q1: 9,297 shares; 2025Q2: 21,492 shares; 2025Q3: 43,041 shares; 2025Q4: 46,336 shares 46,336 $2.17M 0.04% +3,295 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,842 shares; 2025Q3: 36,114 shares; 2025Q4: 37,734 shares 37,734 $2.15M 0.04% +1,620 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,120 shares; 2024Q4: 32,817 shares; 2025Q1: 38,362 shares; 2025Q2: 37,284 shares; 2025Q3: 36,965 shares; 2025Q4: 35,510 shares 35,510 $2.13M 0.04% -1,455 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,025 shares; 2025Q3: 7,025 shares; 2025Q4: 53,787 shares 53,787 $2.12M 0.04% +46,762 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 3,994 shares; 2025Q1: 4,486 shares; 2025Q2: 4,404 shares; 2025Q3: 4,925 shares; 2025Q4: 4,504 shares 4,504 $2.12M 0.04% -421 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,106 shares; 2024Q4: 42,496 shares; 2025Q1: 37,464 shares; 2025Q2: 36,929 shares; 2025Q3: 36,295 shares; 2025Q4: 38,387 shares 38,387 $2.1M 0.04% +2,092 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 16,548 shares; 2025Q1: 18,782 shares; 2025Q2: 17,549 shares; 2025Q3: 18,450 shares; 2025Q4: 19,126 shares 19,126 $2.09M 0.04% +676 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071,578 shares; 2024Q4: 1,085,766 shares; 2025Q1: 144,994 shares; 2025Q2: 111,594 shares; 2025Q3: 103,467 shares; 2025Q4: 99,963 shares 99,963 $2.09M 0.04% -3,504 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,654 shares; 2024Q4: 119,836 shares; 2025Q1: 114,786 shares; 2025Q2: 104,785 shares; 2025Q3: 92,984 shares; 2025Q4: 69,725 shares 69,725 $2.08M 0.04% -23,259 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,195 shares; 2025Q2: 55,324 shares; 2025Q3: 55,014 shares; 2025Q4: 39,174 shares 39,174 $2.03M 0.04% -15,840 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,131 shares; 2024Q4: 36,779 shares; 2025Q1: 30,699 shares; 2025Q2: 25,899 shares; 2025Q3: 26,576 shares; 2025Q4: 26,878 shares 26,878 $1.99M 0.03% +302 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,244 shares; 2025Q3: 18,108 shares; 2025Q4: 23,292 shares 23,292 $1.99M 0.03% +5,184 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 2,666 shares; 2025Q1: 2,875 shares; 2025Q2: 2,725 shares; 2025Q3: 2,838 shares; 2025Q4: 1,963 shares 1,963 $1.98M 0.03% -875 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,024 shares; 2024Q4: 4,119 shares; 2025Q1: 4,564 shares; 2025Q2: 4,420 shares; 2025Q3: 4,356 shares; 2025Q4: 4,040 shares 4,040 $1.98M 0.03% -316 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 24,204 shares; 2025Q1: 29,592 shares; 2025Q2: 30,939 shares; 2025Q3: 30,302 shares; 2025Q4: 33,557 shares 33,557 $1.97M 0.03% +3,255 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,257 shares; 2024Q4: 54,778 shares; 2025Q1: 59,426 shares; 2025Q2: 57,285 shares; 2025Q3: 97,889 shares; 2025Q4: 81,451 shares 81,451 $1.95M 0.03% -16,438 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 12,621 shares; 2025Q1: 20,142 shares; 2025Q2: 24,783 shares; 2025Q3: 25,465 shares; 2025Q4: 23,820 shares 23,820 $1.95M 0.03% -1,645 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 5,899 shares; 2025Q1: 5,290 shares; 2025Q2: 7,732 shares; 2025Q3: 8,138 shares; 2025Q4: 8,482 shares 8,482 $1.93M 0.03% +344 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,598 shares; 2025Q4: 34,480 shares 34,480 $1.93M 0.03% -118 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,235 shares; 2024Q4: 102,031 shares; 2025Q1: 90,178 shares; 2025Q2: 91,908 shares; 2025Q3: 65,160 shares; 2025Q4: 60,751 shares 60,751 $1.91M 0.03% -4,409 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,098 shares; 2024Q4: 120,543 shares; 2025Q1: 122,557 shares; 2025Q2: 71,210 shares; 2025Q3: 69,668 shares; 2025Q4: 41,802 shares 41,802 $1.91M 0.03% -27,866 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,354 shares; 2024Q4: 26,065 shares; 2025Q1: 27,093 shares; 2025Q2: 27,613 shares; 2025Q3: 21,356 shares; 2025Q4: 18,148 shares 18,148 $1.91M 0.03% -3,208 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,155 shares; 2024Q4: 139,627 shares; 2025Q1: 131,810 shares; 2025Q2: 131,857 shares; 2025Q3: 118,004 shares; 2025Q4: 108,763 shares 108,763 $1.89M 0.03% -9,241 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,961 shares; 2024Q4: 11,274 shares; 2025Q1: 10,649 shares; 2025Q2: 16,706 shares; 2025Q3: 10,894 shares; 2025Q4: 14,900 shares 14,900 $1.87M 0.03% +4,006 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,196 shares; 2024Q4: 40,990 shares; 2025Q1: 40,257 shares; 2025Q2: 41,340 shares; 2025Q3: 41,651 shares; 2025Q4: 42,079 shares 42,079 $1.87M 0.03% +428 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,674 shares; 2024Q4: 11,666 shares; 2025Q1: 10,177 shares; 2025Q2: 10,791 shares; 2025Q3: 10,812 shares; 2025Q4: 11,479 shares 11,479 $1.87M 0.03% +667 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,422 shares; 2024Q4: 24,476 shares; 2025Q1: 26,669 shares; 2025Q2: 26,553 shares; 2025Q3: 26,372 shares; 2025Q4: 26,845 shares 26,845 $1.86M 0.03% +473 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,690 shares; 2025Q1: 1,960 shares; 2025Q2: 6,471 shares; 2025Q3: 13,634 shares; 2025Q4: 13,380 shares 13,380 $1.85M 0.03% -254 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,456 shares; 2024Q4: 14,073 shares; 2025Q1: 21,637 shares; 2025Q2: 15,695 shares; 2025Q3: 14,978 shares; 2025Q4: 14,014 shares 14,014 $1.84M 0.03% -964 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,453 shares; 2024Q4: 5,012 shares; 2025Q1: 5,501 shares; 2025Q2: 3,703 shares; 2025Q3: 3,434 shares; 2025Q4: 3,197 shares 3,197 $1.83M 0.03% -237 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,137 shares; 2024Q4: 15,166 shares; 2025Q1: 13,944 shares; 2025Q2: 12,793 shares; 2025Q3: 12,443 shares; 2025Q4: 11,373 shares 11,373 $1.82M 0.03% -1,070 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,304 shares; 2025Q1: 1,449 shares; 2025Q2: 1,837 shares; 2025Q3: 2,218 shares; 2025Q4: 2,223 shares 2,223 $1.8M 0.03% +5 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 17,892 shares; 2025Q1: 17,928 shares; 2025Q2: 19,691 shares; 2025Q3: 22,080 shares; 2025Q4: 21,747 shares 21,747 $1.79M 0.03% -333 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 61,685 shares; 2025Q1: 58,512 shares; 2025Q2: 54,605 shares; 2025Q3: 61,610 shares; 2025Q4: 60,576 shares 60,576 $1.79M 0.03% -1,034 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,026 shares; 2024Q4: 32,213 shares; 2025Q1: 33,994 shares; 2025Q2: 33,682 shares; 2025Q3: 34,107 shares; 2025Q4: 33,520 shares 33,520 $1.79M 0.03% -587 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,983 shares; 2024Q4: 132,836 shares; 2025Q1: 53,416 shares; 2025Q2: 53,936 shares; 2025Q3: 34,957 shares; 2025Q4: 33,743 shares 33,743 $1.78M 0.03% -1,214 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,798 shares; 2024Q4: 10,706 shares; 2025Q1: 10,947 shares; 2025Q2: 11,664 shares; 2025Q3: 10,657 shares; 2025Q4: 8,280 shares 8,280 $1.75M 0.03% -2,377 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,519 shares; 2025Q1: 2,621 shares; 2025Q2: 2,698 shares; 2025Q3: 2,763 shares; 2025Q4: 2,809 shares 2,809 $1.75M 0.03% +46 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,406 shares; 2025Q1: 3,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,504 shares; 2025Q4: 4,835 shares 4,835 $1.74M 0.03% +331 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,498 shares; 2025Q1: 2,402 shares; 2025Q2: 6,314 shares; 2025Q3: 5,269 shares; 2025Q4: 5,463 shares 5,463 $1.74M 0.03% +194 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,200 shares; 2024Q4: 40,367 shares; 2025Q1: 36,867 shares; 2025Q2: 36,867 shares; 2025Q3: 36,867 shares; 2025Q4: 36,956 shares 36,956 $1.74M 0.03% +89 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,689 shares; 2024Q4: 15,517 shares; 2025Q1: 14,890 shares; 2025Q2: 16,822 shares; 2025Q3: 14,945 shares; 2025Q4: 17,174 shares 17,174 $1.73M 0.03% +2,229 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,522 shares; 2024Q4: 23,227 shares; 2025Q1: 22,733 shares; 2025Q2: 20,738 shares; 2025Q3: 20,051 shares; 2025Q4: 21,434 shares 21,434 $1.73M 0.03% +1,383 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,123 shares; 2024Q4: 42,786 shares; 2025Q1: 44,908 shares; 2025Q2: 43,064 shares; 2025Q3: 43,655 shares; 2025Q4: 31,600 shares 31,600 $1.73M 0.03% -12,055 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,540 shares; 2025Q1: 5,578 shares; 2025Q2: 5,245 shares; 2025Q3: 5,805 shares; 2025Q4: 6,173 shares 6,173 $1.72M 0.03% +368 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,235 shares; 2024Q4: 58,151 shares; 2025Q1: 60,530 shares; 2025Q2: 58,795 shares; 2025Q3: 53,880 shares; 2025Q4: 25,844 shares 25,844 $1.72M 0.03% -28,036 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,899 shares; 2024Q4: 9,786 shares; 2025Q1: 11,884 shares; 2025Q2: 13,131 shares; 2025Q3: 13,113 shares; 2025Q4: 14,601 shares 14,601 $1.72M 0.03% +1,488 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,169 shares; 2024Q4: 13,866 shares; 2025Q1: 14,474 shares; 2025Q2: 15,126 shares; 2025Q3: 13,990 shares; 2025Q4: 13,296 shares 13,296 $1.72M 0.03% -694 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,972 shares; 2024Q4: 9,735 shares; 2025Q1: 8,106 shares; 2025Q2: 10,937 shares; 2025Q3: 9,996 shares; 2025Q4: 10,421 shares 10,421 $1.7M 0.03% +425 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,481 shares; 2024Q4: 224,553 shares; 2025Q1: 235,505 shares; 2025Q2: 248,213 shares; 2025Q3: 262,843 shares; 2025Q4: 268,253 shares 268,253 $1.69M 0.03% +5,410 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,291 shares; 2024Q4: 28,907 shares; 2025Q1: 27,039 shares; 2025Q2: 27,295 shares; 2025Q3: 30,435 shares; 2025Q4: 31,361 shares 31,361 $1.67M 0.03% +926 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,287 shares; 2024Q4: 19,287 shares; 2025Q1: 18,821 shares; 2025Q2: 19,936 shares; 2025Q3: 20,321 shares; 2025Q4: 20,321 shares 20,321 $1.67M 0.03% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,907 shares; 2024Q4: 18,907 shares; 2025Q1: 43,181 shares; 2025Q2: 43,407 shares; 2025Q3: 43,409 shares; 2025Q4: 38,979 shares 38,979 $1.66M 0.03% -4,430 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,831 shares; 2024Q4: 50,886 shares; 2025Q1: 50,786 shares; 2025Q2: 47,935 shares; 2025Q3: 42,577 shares; 2025Q4: 86,573 shares 86,573 $1.66M 0.03% +43,996 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 15,223 shares; 2025Q1: 14,968 shares; 2025Q2: 14,562 shares; 2025Q3: 14,338 shares; 2025Q4: 14,176 shares 14,176 $1.63M 0.03% -162 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 303 shares; 2025Q1: 238 shares; 2025Q2: 696 shares; 2025Q3: 1,174 shares; 2025Q4: 961 shares 961 $1.62M 0.03% -213 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,495 shares 32,495 $1.62M 0.03% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,151 shares; 2024Q4: 29,099 shares; 2025Q1: 32,951 shares; 2025Q2: 35,995 shares; 2025Q3: 40,846 shares; 2025Q4: 42,459 shares 42,459 $1.61M 0.03% +1,613 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,678 shares; 2024Q4: 113,107 shares; 2025Q1: 190,875 shares; 2025Q2: 84,997 shares; 2025Q3: 73,983 shares; 2025Q4: 64,511 shares 64,511 $1.61M 0.03% -9,472 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,869 shares; 2025Q3: 9,299 shares; 2025Q4: 19,002 shares 19,002 $1.61M 0.03% +9,703 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,689 shares; 2024Q4: 15,530 shares; 2025Q1: 14,568 shares; 2025Q2: 14,481 shares; 2025Q3: 14,198 shares; 2025Q4: 12,640 shares 12,640 $1.61M 0.03% -1,558 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,022 shares; 2024Q4: 55,659 shares; 2025Q1: 19,927 shares; 2025Q2: 40,432 shares; 2025Q3: 42,361 shares; 2025Q4: 18,393 shares 18,393 $1.6M 0.03% -23,968 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 19,180 shares; 2025Q1: 18,748 shares; 2025Q2: 18,352 shares; 2025Q3: 19,700 shares; 2025Q4: 20,091 shares 20,091 $1.59M 0.03% +391 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,768 shares; 2024Q4: 28,950 shares; 2025Q1: 28,895 shares; 2025Q2: 16,048 shares; 2025Q3: 31,131 shares; 2025Q4: 21,374 shares 21,374 $1.58M 0.03% -9,757 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 736 shares; 2025Q1: 792 shares; 2025Q2: 1,557 shares; 2025Q3: 1,437 shares; 2025Q4: 1,689 shares 1,689 $1.58M 0.03% +252 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,150 shares; 2025Q3: 55,656 shares; 2025Q4: 55,656 shares 55,656 $1.58M 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,015 shares; 2024Q4: 24,218 shares; 2025Q1: 23,387 shares; 2025Q2: 26,710 shares; 2025Q3: 27,018 shares; 2025Q4: 24,701 shares 24,701 $1.57M 0.03% -2,317 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,271 shares; 2024Q4: 11,995 shares; 2025Q1: 24,397 shares; 2025Q2: 40,542 shares; 2025Q3: 45,118 shares; 2025Q4: 45,259 shares 45,259 $1.57M 0.03% +141 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 2,437 shares; 2025Q1: 3,472 shares; 2025Q2: 5,753 shares; 2025Q3: 8,409 shares; 2025Q4: 6,898 shares 6,898 $1.56M 0.03% -1,511 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,802 shares 23,802 $1.56M 0.03% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,139 shares; 2024Q4: 169,041 shares; 2025Q1: 126,651 shares; 2025Q2: 121,707 shares; 2025Q3: 66,196 shares; 2025Q4: 50,131 shares 50,131 $1.55M 0.03% -16,065 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 629 shares; 2025Q1: 690 shares; 2025Q2: 656 shares; 2025Q3: 783 shares; 2025Q4: 770 shares 770 $1.55M 0.03% -13 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 12,261 shares; 2025Q1: 11,467 shares; 2025Q2: 11,334 shares; 2025Q3: 11,329 shares; 2025Q4: 11,908 shares 11,908 $1.55M 0.03% +579 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 9,235 shares; 2025Q1: 10,009 shares; 2025Q2: 10,207 shares; 2025Q3: 10,329 shares; 2025Q4: 9,968 shares 9,968 $1.54M 0.03% -361 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,701 shares; 2024Q4: 8,746 shares; 2025Q1: 8,692 shares; 2025Q2: 6,069 shares; 2025Q3: 7,815 shares; 2025Q4: 8,284 shares 8,284 $1.53M 0.03% +469 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,431 shares; 2024Q4: 16,978 shares; 2025Q1: 18,511 shares; 2025Q2: 23,059 shares; 2025Q3: 22,781 shares; 2025Q4: 34,858 shares 34,858 $1.52M 0.03% +12,077 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,431 shares; 2024Q4: 39,486 shares; 2025Q1: 33,684 shares; 2025Q2: 31,135 shares; 2025Q3: 32,222 shares; 2025Q4: 29,997 shares 29,997 $1.52M 0.03% -2,225 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,592 shares; 2024Q4: 27,592 shares; 2025Q1: 27,592 shares; 2025Q2: 27,592 shares; 2025Q3: 29,535 shares; 2025Q4: 28,842 shares 28,842 $1.52M 0.03% -693 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,101 shares; 2025Q1: 30,136 shares; 2025Q2: 29,446 shares; 2025Q3: 29,080 shares; 2025Q4: 28,826 shares 28,826 $1.52M 0.03% -254 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 44,062 shares; 2025Q1: 40,562 shares; 2025Q2: 38,562 shares; 2025Q3: 38,562 shares; 2025Q4: 38,815 shares 38,815 $1.52M 0.03% +253 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,452 shares; 2024Q4: 25,138 shares; 2025Q1: 28,053 shares; 2025Q2: 19,361 shares; 2025Q3: 26,032 shares; 2025Q4: 26,933 shares 26,933 $1.52M 0.03% +901 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 30,857 shares; 2025Q1: 30,768 shares; 2025Q2: 22,069 shares; 2025Q3: 18,108 shares; 2025Q4: 19,100 shares 19,100 $1.52M 0.03% +992 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,173 shares; 2024Q4: 21,798 shares; 2025Q1: 20,504 shares; 2025Q2: 16,726 shares; 2025Q3: 19,514 shares; 2025Q4: 25,953 shares 25,953 $1.52M 0.03% +6,439 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,572 shares; 2024Q4: 24,568 shares; 2025Q1: 23,175 shares; 2025Q2: 19,036 shares; 2025Q3: 18,775 shares; 2025Q4: 16,292 shares 16,292 $1.51M 0.03% -2,483 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,002 shares; 2024Q4: 62,665 shares; 2025Q1: 59,274 shares; 2025Q2: 55,424 shares; 2025Q3: 53,905 shares; 2025Q4: 54,344 shares 54,344 $1.5M 0.03% +439 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,867 shares; 2024Q4: 78,517 shares; 2025Q1: 77,183 shares; 2025Q2: 76,833 shares; 2025Q3: 70,000 shares; 2025Q4: 65,000 shares 65,000 $1.49M 0.03% -5,000 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,800 shares; 2024Q4: 200,800 shares; 2025Q1: 200,800 shares; 2025Q2: 225,800 shares; 2025Q3: 200,800 shares; 2025Q4: 200,800 shares 200,800 $1.49M 0.03% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,097 shares; 2024Q4: 51,916 shares; 2025Q1: 82,080 shares; 2025Q2: 90,724 shares; 2025Q3: 93,121 shares; 2025Q4: 99,307 shares 99,307 $1.48M 0.03% +6,186 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 17,482 shares; 2025Q1: 19,242 shares; 2025Q2: 18,497 shares; 2025Q3: 18,232 shares; 2025Q4: 16,724 shares 16,724 $1.48M 0.03% -1,508 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,610 shares; 2024Q4: 48,217 shares; 2025Q1: 79,887 shares; 2025Q2: 80,515 shares; 2025Q3: 82,303 shares; 2025Q4: 82,526 shares 82,526 $1.48M 0.03% +223 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,664 shares; 2025Q4: 24,701 shares 24,701 $1.48M 0.03% -963 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 8,989 shares; 2025Q1: 8,981 shares; 2025Q2: 11,536 shares; 2025Q3: 11,717 shares; 2025Q4: 11,473 shares 11,473 $1.48M 0.03% -244 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 28,459 shares; 2025Q1: 26,965 shares; 2025Q2: 27,083 shares; 2025Q3: 26,111 shares; 2025Q4: 23,682 shares 23,682 $1.47M 0.03% -2,429 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,193 shares; 2024Q4: 26,275 shares; 2025Q1: 20,269 shares; 2025Q2: 23,070 shares; 2025Q3: 22,831 shares; 2025Q4: 21,455 shares 21,455 $1.47M 0.03% -1,376 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,595 shares; 2024Q4: 133,557 shares; 2025Q1: 151,834 shares; 2025Q2: 142,880 shares; 2025Q3: 143,362 shares; 2025Q4: 130,041 shares 130,041 $1.47M 0.03% -13,321 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,718 shares; 2024Q4: 98,150 shares; 2025Q1: 97,652 shares; 2025Q2: 89,338 shares; 2025Q3: 80,530 shares; 2025Q4: 124,105 shares 124,105 $1.46M 0.03% +43,575 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,201 shares; 2024Q4: 53,374 shares; 2025Q1: 50,724 shares; 2025Q2: 49,458 shares; 2025Q3: 46,397 shares; 2025Q4: 43,325 shares 43,325 $1.45M 0.03% -3,072 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,945 shares; 2025Q3: 17,061 shares; 2025Q4: 26,033 shares 26,033 $1.45M 0.03% +8,972 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 14,496 shares; 2025Q1: 15,414 shares; 2025Q2: 20,536 shares; 2025Q3: 18,107 shares; 2025Q4: 18,858 shares 18,858 $1.45M 0.03% +751 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 34,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $1.44M 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,919 shares; 2024Q4: 11,845 shares; 2025Q1: 10,751 shares; 2025Q2: 10,855 shares; 2025Q3: 10,791 shares; 2025Q4: 10,451 shares 10,451 $1.44M 0.02% -340 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 6,409 shares; 2025Q1: 11,730 shares; 2025Q2: 12,010 shares; 2025Q3: 8,048 shares; 2025Q4: 10,485 shares 10,485 $1.44M 0.02% +2,437 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,337 shares; 2024Q4: 166,088 shares; 2025Q1: 167,156 shares; 2025Q2: 176,584 shares; 2025Q3: 163,781 shares; 2025Q4: 96,738 shares 96,738 $1.43M 0.02% -67,043 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,762 shares; 2024Q4: 15,664 shares; 2025Q1: 14,086 shares; 2025Q2: 16,450 shares; 2025Q3: 18,781 shares; 2025Q4: 20,597 shares 20,597 $1.43M 0.02% +1,816 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 8,658 shares; 2025Q1: 8,754 shares; 2025Q2: 8,518 shares; 2025Q3: 8,629 shares; 2025Q4: 8,456 shares 8,456 $1.43M 0.02% -173 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,977 shares; 2024Q4: 19,261 shares; 2025Q1: 20,148 shares; 2025Q2: 22,737 shares; 2025Q3: 24,023 shares; 2025Q4: 24,110 shares 24,110 $1.43M 0.02% +87 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,893 shares; 2024Q4: 63,025 shares; 2025Q1: 36,540 shares; 2025Q2: 34,223 shares; 2025Q3: 30,202 shares; 2025Q4: 29,638 shares 29,638 $1.42M 0.02% -564 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,136 shares; 2025Q1: not reported; 2025Q2: 8,992 shares; 2025Q3: 11,907 shares; 2025Q4: 13,550 shares 13,550 $1.4M 0.02% +1,643 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,581 shares; 2025Q1: 3,557 shares; 2025Q2: 3,603 shares; 2025Q3: 3,233 shares; 2025Q4: 4,287 shares 4,287 $1.38M 0.02% +1,054 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,016 shares; 2024Q4: 119,056 shares; 2025Q1: 129,583 shares; 2025Q2: 131,422 shares; 2025Q3: 131,163 shares; 2025Q4: 111,331 shares 111,331 $1.38M 0.02% -19,832 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,051 shares; 2024Q4: 45,611 shares; 2025Q1: 41,434 shares; 2025Q2: 38,035 shares; 2025Q3: 37,961 shares; 2025Q4: 38,214 shares 38,214 $1.37M 0.02% +253 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,515 shares; 2025Q1: 3,403 shares; 2025Q2: 3,755 shares; 2025Q3: 3,265 shares; 2025Q4: 3,612 shares 3,612 $1.37M 0.02% +347 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,342 shares; 2024Q4: 57,972 shares; 2025Q1: 49,582 shares; 2025Q2: 48,912 shares; 2025Q3: 43,364 shares; 2025Q4: 36,789 shares 36,789 $1.36M 0.02% -6,575 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 1,159 shares; 2025Q1: 1,283 shares; 2025Q2: 1,468 shares; 2025Q3: 2,123 shares; 2025Q4: 4,737 shares 4,737 $1.35M 0.02% +2,614 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 16,115 shares; 2025Q1: 19,372 shares; 2025Q2: 38,317 shares; 2025Q3: 32,272 shares; 2025Q4: 33,509 shares 33,509 $1.34M 0.02% +1,237 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 17,009 shares; 2025Q1: 16,439 shares; 2025Q2: 16,320 shares; 2025Q3: 15,758 shares; 2025Q4: 15,716 shares 15,716 $1.34M 0.02% -42 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,125 shares; 2025Q1: 9,843 shares; 2025Q2: 10,010 shares; 2025Q3: 10,100 shares; 2025Q4: 10,105 shares 10,105 $1.34M 0.02% +5 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,053 shares; 2024Q4: 39,410 shares; 2025Q1: 39,062 shares; 2025Q2: 27,349 shares; 2025Q3: 26,582 shares; 2025Q4: 25,444 shares 25,444 $1.33M 0.02% -1,138 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,473 shares; 2025Q1: 4,128 shares; 2025Q2: 4,131 shares; 2025Q3: 4,132 shares; 2025Q4: 4,134 shares 4,134 $1.33M 0.02% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 7,217 shares; 2025Q1: 9,902 shares; 2025Q2: 8,848 shares; 2025Q3: 8,849 shares; 2025Q4: 9,404 shares 9,404 $1.33M 0.02% +555 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,413 shares; 2025Q3: 41,868 shares; 2025Q4: 43,214 shares 43,214 $1.32M 0.02% +1,346 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,651 shares; 2025Q1: 5,449 shares; 2025Q2: 5,182 shares; 2025Q3: 5,373 shares; 2025Q4: 5,036 shares 5,036 $1.32M 0.02% -337 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,876 shares; 2025Q1: 4,043 shares; 2025Q2: 3,773 shares; 2025Q3: 3,614 shares; 2025Q4: 9,593 shares 9,593 $1.32M 0.02% +5,979 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 5,201 shares; 2025Q1: 5,042 shares; 2025Q2: 4,954 shares; 2025Q3: 4,619 shares; 2025Q4: 5,029 shares 5,029 $1.3M 0.02% +410 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,431 shares; 2025Q2: 15,302 shares; 2025Q3: 15,038 shares; 2025Q4: 14,925 shares 14,925 $1.3M 0.02% -113 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,640 shares; 2024Q4: 26,640 shares; 2025Q1: 26,640 shares; 2025Q2: 29,235 shares; 2025Q3: 29,235 shares; 2025Q4: 29,235 shares 29,235 $1.3M 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 2,674 shares; 2025Q1: 2,668 shares; 2025Q2: 2,547 shares; 2025Q3: 1,983 shares; 2025Q4: 2,121 shares 2,121 $1.3M 0.02% +138 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 10,097 shares; 2025Q1: 10,774 shares; 2025Q2: 12,931 shares; 2025Q3: 12,068 shares; 2025Q4: 13,332 shares 13,332 $1.29M 0.02% +1,264 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,394 shares; 2024Q4: 56,359 shares; 2025Q1: 74,294 shares; 2025Q2: 63,499 shares; 2025Q3: 46,456 shares; 2025Q4: 31,250 shares 31,250 $1.29M 0.02% -15,206 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,328 shares; 2024Q4: 28,466 shares; 2025Q1: 25,970 shares; 2025Q2: 21,900 shares; 2025Q3: 21,873 shares; 2025Q4: 21,342 shares 21,342 $1.29M 0.02% -531 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 4,476 shares; 2025Q1: 4,627 shares; 2025Q2: 4,815 shares; 2025Q3: 4,254 shares; 2025Q4: 3,978 shares 3,978 $1.29M 0.02% -276 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 23,772 shares; 2025Q1: 23,617 shares; 2025Q2: 24,032 shares; 2025Q3: 23,632 shares; 2025Q4: 22,576 shares 22,576 $1.29M 0.02% -1,056 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,558 shares; 2025Q1: 4,618 shares; 2025Q2: 26,884 shares; 2025Q3: 26,884 shares; 2025Q4: 27,825 shares 27,825 $1.29M 0.02% +941 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,225 shares; 2025Q1: 5,709 shares; 2025Q2: 6,030 shares; 2025Q3: 5,220 shares; 2025Q4: 5,530 shares 5,530 $1.27M 0.02% +310 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,448 shares; 2024Q4: 17,707 shares; 2025Q1: 19,520 shares; 2025Q2: 27,437 shares; 2025Q3: 28,969 shares; 2025Q4: 29,091 shares 29,091 $1.27M 0.02% +122 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,831 shares; 2024Q4: 27,058 shares; 2025Q1: 28,999 shares; 2025Q2: 28,274 shares; 2025Q3: 26,064 shares; 2025Q4: 27,813 shares 27,813 $1.27M 0.02% +1,749 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 31,487 shares; 2025Q4: 26,744 shares 26,744 $1.26M 0.02% -4,743 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,615 shares; 2024Q4: 60,433 shares; 2025Q1: 60,433 shares; 2025Q2: 59,522 shares; 2025Q3: 58,221 shares; 2025Q4: 56,931 shares 56,931 $1.25M 0.02% -1,290 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,970 shares; 2025Q4: 34,042 shares 34,042 $1.25M 0.02% +7,072 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,847 shares; 2025Q1: 5,564 shares; 2025Q2: 5,775 shares; 2025Q3: 5,577 shares; 2025Q4: 6,748 shares 6,748 $1.25M 0.02% +1,171 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,345 shares; 2024Q4: 13,323 shares; 2025Q1: 14,219 shares; 2025Q2: 14,190 shares; 2025Q3: 14,062 shares; 2025Q4: 13,822 shares 13,822 $1.25M 0.02% -240 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,086 shares; 2024Q4: 51,493 shares; 2025Q1: 47,664 shares; 2025Q2: 28,302 shares; 2025Q3: 25,967 shares; 2025Q4: 25,899 shares 25,899 $1.24M 0.02% -68 Timeline