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: 280,824 shares; 2024Q4: 282,490 shares; 2025Q1: 378,086 shares; 2025Q2: 407,457 shares; 2025Q3: 430,724 shares; 2025Q4: 648,448 shares 648,448 $176M 3.5% +217,724 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,445 shares; 2024Q4: 460,361 shares; 2025Q1: 605,393 shares; 2025Q2: 666,333 shares; 2025Q3: 724,347 shares; 2025Q4: 828,722 shares 828,722 $155M 3.07% +104,375 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: 85,175 shares; 2024Q4: 88,765 shares; 2025Q1: 131,828 shares; 2025Q2: 142,668 shares; 2025Q3: 164,077 shares; 2025Q4: 212,685 shares 212,685 $103M 2.04% +48,608 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: 44,373 shares; 2024Q4: 61,058 shares; 2025Q1: 95,649 shares; 2025Q2: 107,839 shares; 2025Q3: 127,416 shares; 2025Q4: 142,967 shares 142,967 $97.9M 1.94% +15,551 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: 200,863 shares; 2024Q4: 206,309 shares; 2025Q1: 257,874 shares; 2025Q2: 259,491 shares; 2025Q3: 292,041 shares; 2025Q4: 350,436 shares 350,436 $80.9M 1.6% +58,395 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: 94,200 shares; 2024Q4: 105,002 shares; 2025Q1: 150,792 shares; 2025Q2: 162,509 shares; 2025Q3: 191,612 shares; 2025Q4: 244,436 shares 244,436 $76.5M 1.52% +52,824 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,608 shares; 2024Q4: 2,234,474 shares; 2025Q1: 2,253,670 shares; 2025Q2: 2,291,182 shares; 2025Q3: 2,906,625 shares; 2025Q4: 3,133,739 shares 3,133,739 $65.3M 1.29% +227,114 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: 80,681 shares; 2024Q4: 85,609 shares; 2025Q1: 116,068 shares; 2025Q2: 127,986 shares; 2025Q3: 149,432 shares; 2025Q4: 192,539 shares 192,539 $62M 1.23% +43,107 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: 19,689 shares; 2024Q4: 19,170 shares; 2025Q1: 33,009 shares; 2025Q2: 55,089 shares; 2025Q3: 57,746 shares; 2025Q4: 77,735 shares 77,735 $53M 1.05% +19,989 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: 49,052 shares; 2024Q4: 49,055 shares; 2025Q1: 61,448 shares; 2025Q2: 70,269 shares; 2025Q3: 73,563 shares; 2025Q4: 79,958 shares 79,958 $49.1M 0.97% +6,395 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: 57,692 shares; 2024Q4: 53,897 shares; 2025Q1: 114,405 shares; 2025Q2: 107,972 shares; 2025Q3: 122,804 shares; 2025Q4: 138,066 shares 138,066 $47.8M 0.95% +15,262 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,113 shares; 2024Q4: 67,383 shares; 2025Q1: 144,670 shares; 2025Q2: 221,633 shares; 2025Q3: 742,577 shares; 2025Q4: 1,005,932 shares 1,005,932 $46.3M 0.92% +263,355 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: 66,226 shares; 2024Q4: 75,741 shares; 2025Q1: 267,656 shares; 2025Q2: 305,691 shares; 2025Q3: 292,201 shares; 2025Q4: 373,416 shares 373,416 $46M 0.91% +81,215 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: 52,871 shares; 2024Q4: 54,870 shares; 2025Q1: 91,313 shares; 2025Q2: 108,060 shares; 2025Q3: 106,089 shares; 2025Q4: 139,685 shares 139,685 $43.8M 0.87% +33,596 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,099 shares; 2024Q4: 646,707 shares; 2025Q1: 666,266 shares; 2025Q2: 671,995 shares; 2025Q3: 708,344 shares; 2025Q4: 632,171 shares 632,171 $38.6M 0.77% -76,173 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459,452 shares; 2024Q4: 1,838,653 shares; 2025Q1: 1,930,290 shares; 2025Q2: 2,146,358 shares; 2025Q3: 2,973,660 shares; 2025Q4: 3,435,040 shares 3,435,040 $38.1M 0.76% +461,380 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: 28,638 shares; 2024Q4: 26,448 shares; 2025Q1: 40,820 shares; 2025Q2: 49,014 shares; 2025Q3: 50,332 shares; 2025Q4: 73,291 shares 73,291 $36.8M 0.73% +22,959 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: 52,194 shares; 2024Q4: 56,372 shares; 2025Q1: 101,093 shares; 2025Q2: 166,281 shares; 2025Q3: 173,328 shares; 2025Q4: 192,103 shares 192,103 $36.8M 0.73% +18,775 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: 29,743 shares; 2024Q4: 28,946 shares; 2025Q1: 41,227 shares; 2025Q2: 43,763 shares; 2025Q3: 48,051 shares; 2025Q4: 55,376 shares 55,376 $36.6M 0.73% +7,325 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: 21,955 shares; 2024Q4: 20,817 shares; 2025Q1: 40,031 shares; 2025Q2: 38,492 shares; 2025Q3: 42,169 shares; 2025Q4: 74,445 shares 74,445 $35.2M 0.7% +32,276 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,102 shares; 2024Q4: 107,532 shares; 2025Q1: 106,669 shares; 2025Q2: 500,499 shares; 2025Q3: 551,006 shares; 2025Q4: 590,498 shares 590,498 $33.5M 0.66% +39,492 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: 35,402 shares; 2024Q4: 35,391 shares; 2025Q1: 56,461 shares; 2025Q2: 74,703 shares; 2025Q3: 76,506 shares; 2025Q4: 96,334 shares 96,334 $32.3M 0.64% +19,828 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: 56,887 shares; 2024Q4: 48,462 shares; 2025Q1: 91,838 shares; 2025Q2: 81,348 shares; 2025Q3: 68,269 shares; 2025Q4: 162,346 shares 162,346 $31M 0.62% +94,077 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 545,199 shares; 2025Q3: 716,904 shares; 2025Q4: 850,396 shares 850,396 $30.7M 0.61% +133,492 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: 135,390 shares; 2024Q4: 129,447 shares; 2025Q1: 142,228 shares; 2025Q2: 177,634 shares; 2025Q3: 166,195 shares; 2025Q4: 169,080 shares 169,080 $30.1M 0.6% +2,885 Timeline OEI 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: not reported; 2025Q3: not reported; 2025Q4: 1,171,023 shares 1,171,023 $30M 0.59% new Timeline IDV 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: 675,444 shares; 2024Q4: 671,960 shares; 2025Q1: 685,727 shares; 2025Q2: 679,779 shares; 2025Q3: 718,900 shares; 2025Q4: 757,654 shares 757,654 $29.9M 0.59% +38,754 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: 6,541 shares; 2024Q4: 6,748 shares; 2025Q1: 12,320 shares; 2025Q2: 17,647 shares; 2025Q3: 21,407 shares; 2025Q4: 27,793 shares 27,793 $29.9M 0.59% +6,386 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: 12,456 shares; 2024Q4: 16,193 shares; 2025Q1: 149,397 shares; 2025Q2: 173,036 shares; 2025Q3: 191,566 shares; 2025Q4: 205,231 shares 205,231 $29.5M 0.58% +13,665 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: 194,186 shares; 2024Q4: 203,522 shares; 2025Q1: 173,084 shares; 2025Q2: 199,539 shares; 2025Q3: 224,410 shares; 2025Q4: 263,197 shares 263,197 $29.3M 0.58% +38,787 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: 44,628 shares; 2024Q4: 41,789 shares; 2025Q1: 35,821 shares; 2025Q2: 39,968 shares; 2025Q3: 41,142 shares; 2025Q4: 46,637 shares 46,637 $29.2M 0.58% +5,495 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: 61,688 shares; 2024Q4: 71,671 shares; 2025Q1: 124,856 shares; 2025Q2: 82,047 shares; 2025Q3: 146,857 shares; 2025Q4: 209,167 shares 209,167 $25.1M 0.5% +62,310 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: 97,960 shares; 2024Q4: 101,943 shares; 2025Q1: 139,930 shares; 2025Q2: 156,675 shares; 2025Q3: 184,824 shares; 2025Q4: 207,050 shares 207,050 $24.9M 0.49% +22,226 Timeline EUSA 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: 327,385 shares; 2024Q4: 356,049 shares; 2025Q1: 365,580 shares; 2025Q2: 388,029 shares; 2025Q3: 240,906 shares; 2025Q4: 238,866 shares 238,866 $24.7M 0.49% -2,040 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: 61,467 shares; 2024Q4: 46,192 shares; 2025Q1: 60,828 shares; 2025Q2: 75,032 shares; 2025Q3: 79,566 shares; 2025Q4: 112,655 shares 112,655 $23.3M 0.46% +33,089 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: 10,136 shares; 2024Q4: 10,871 shares; 2025Q1: 18,559 shares; 2025Q2: 18,281 shares; 2025Q3: 28,602 shares; 2025Q4: 47,065 shares 47,065 $23M 0.46% +18,463 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: 78,969 shares; 2024Q4: 81,414 shares; 2025Q1: 104,045 shares; 2025Q2: 113,531 shares; 2025Q3: 125,078 shares; 2025Q4: 148,923 shares 148,923 $22.7M 0.45% +23,845 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: 21,617 shares; 2024Q4: 21,267 shares; 2025Q1: 36,317 shares; 2025Q2: 58,419 shares; 2025Q3: 73,261 shares; 2025Q4: 104,517 shares 104,517 $22M 0.44% +31,256 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: 35,265 shares; 2024Q4: 39,540 shares; 2025Q1: 45,787 shares; 2025Q2: 50,851 shares; 2025Q3: 57,348 shares; 2025Q4: 53,533 shares 53,533 $21.2M 0.42% -3,815 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,925 shares; 2025Q1: 5,827 shares; 2025Q2: 5,333 shares; 2025Q3: 5,599 shares; 2025Q4: 76,311 shares 76,311 $21.1M 0.42% +70,712 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: 4,818 shares; 2024Q4: 4,452 shares; 2025Q1: 6,846 shares; 2025Q2: 10,062 shares; 2025Q3: 12,808 shares; 2025Q4: 23,955 shares 23,955 $20.7M 0.41% +11,147 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: 18,432 shares; 2024Q4: 17,936 shares; 2025Q1: 30,254 shares; 2025Q2: 38,434 shares; 2025Q3: 45,171 shares; 2025Q4: 57,697 shares 57,697 $20.2M 0.4% +12,526 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: 195,412 shares; 2024Q4: 198,417 shares; 2025Q1: 211,331 shares; 2025Q2: 205,238 shares; 2025Q3: 203,919 shares; 2025Q4: 197,446 shares 197,446 $19.8M 0.39% -6,473 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: 51,033 shares; 2024Q4: 54,030 shares; 2025Q1: 80,538 shares; 2025Q2: 65,911 shares; 2025Q3: 63,440 shares; 2025Q4: 136,134 shares 136,134 $19.6M 0.39% +72,694 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: 9,164 shares; 2024Q4: 44,631 shares; 2025Q1: 48,279 shares; 2025Q2: 49,515 shares; 2025Q3: 98,828 shares; 2025Q4: 111,766 shares 111,766 $19.1M 0.38% +12,938 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: 10,550 shares; 2025Q3: 548,274 shares; 2025Q4: 703,811 shares 703,811 $18.7M 0.37% +155,537 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: 84,231 shares; 2024Q4: 89,100 shares; 2025Q1: 207,903 shares; 2025Q2: 218,562 shares; 2025Q3: 237,679 shares; 2025Q4: 280,311 shares 280,311 $18.5M 0.37% +42,632 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 141,906 shares; 2025Q2: 151,475 shares; 2025Q3: 164,316 shares; 2025Q4: 263,371 shares 263,371 $18.3M 0.36% +99,055 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: 24,720 shares; 2024Q4: 23,451 shares; 2025Q1: 36,548 shares; 2025Q2: 43,830 shares; 2025Q3: 48,264 shares; 2025Q4: 53,004 shares 53,004 $18.2M 0.36% +4,740 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: 134,285 shares; 2024Q4: 133,751 shares; 2025Q1: 156,526 shares; 2025Q2: 155,517 shares; 2025Q3: 143,612 shares; 2025Q4: 252,955 shares 252,955 $17.6M 0.35% +109,343 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: 343,450 shares 343,450 $17.1M 0.34% new 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: 45,880 shares; 2024Q4: 46,210 shares; 2025Q1: 57,636 shares; 2025Q2: 71,341 shares; 2025Q3: 85,427 shares; 2025Q4: 116,273 shares 116,273 $16.7M 0.33% +30,846 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: 8,085 shares; 2024Q4: 8,240 shares; 2025Q1: 13,080 shares; 2025Q2: 24,149 shares; 2025Q3: 26,466 shares; 2025Q4: 72,778 shares 72,778 $16M 0.32% +46,312 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: 5,605 shares; 2024Q4: 6,526 shares; 2025Q1: 47,961 shares; 2025Q2: 57,267 shares; 2025Q3: 61,315 shares; 2025Q4: 74,876 shares 74,876 $15.9M 0.31% +13,561 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: 37,838 shares; 2024Q4: 42,050 shares; 2025Q1: 60,810 shares; 2025Q2: 68,948 shares; 2025Q3: 57,647 shares; 2025Q4: 59,836 shares 59,836 $15.9M 0.31% +2,189 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: 138,427 shares; 2024Q4: 151,419 shares; 2025Q1: 186,563 shares; 2025Q2: 219,493 shares; 2025Q3: 245,188 shares; 2025Q4: 290,861 shares 290,861 $15.7M 0.31% +45,673 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: 8,282 shares; 2024Q4: 15,066 shares; 2025Q1: 32,059 shares; 2025Q2: 32,802 shares; 2025Q3: 34,822 shares; 2025Q4: 54,759 shares 54,759 $15.6M 0.31% +19,937 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: 33,975 shares; 2024Q4: 33,866 shares; 2025Q1: 38,045 shares; 2025Q2: 42,008 shares; 2025Q3: 48,656 shares; 2025Q4: 68,172 shares 68,172 $15.6M 0.31% +19,516 Timeline TRBF ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 311,673 shares 311,673 $15.6M 0.31% new 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: 35,537 shares; 2024Q4: 34,976 shares; 2025Q1: 36,693 shares; 2025Q2: 36,874 shares; 2025Q3: 36,718 shares; 2025Q4: 191,715 shares 191,715 $15.4M 0.31% +154,997 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: 96,911 shares; 2024Q4: 122,395 shares; 2025Q1: 207,911 shares; 2025Q2: 214,552 shares; 2025Q3: 217,448 shares; 2025Q4: 220,814 shares 220,814 $15.3M 0.3% +3,366 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: 101,367 shares; 2024Q4: 99,383 shares; 2025Q1: 131,888 shares; 2025Q2: 161,798 shares; 2025Q3: 163,453 shares; 2025Q4: 196,353 shares 196,353 $15.1M 0.3% +32,900 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: 17,736 shares; 2024Q4: 20,062 shares; 2025Q1: 22,270 shares; 2025Q2: 23,662 shares; 2025Q3: 27,309 shares; 2025Q4: 33,265 shares 33,265 $15M 0.3% +5,956 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: 3,406 shares; 2024Q4: 3,637 shares; 2025Q1: 6,439 shares; 2025Q2: 7,030 shares; 2025Q3: 9,178 shares; 2025Q4: 158,400 shares 158,400 $14.9M 0.29% +149,222 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: 42,609 shares; 2024Q4: 36,591 shares; 2025Q1: 45,500 shares; 2025Q2: 67,081 shares; 2025Q3: 79,966 shares; 2025Q4: 141,002 shares 141,002 $14.8M 0.29% +61,036 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: 15,013 shares; 2024Q4: 29,041 shares; 2025Q1: 52,566 shares; 2025Q2: 59,246 shares; 2025Q3: 64,510 shares; 2025Q4: 83,800 shares 83,800 $14.3M 0.28% +19,290 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: 25,498 shares; 2024Q4: 20,461 shares; 2025Q1: 31,401 shares; 2025Q2: 56,161 shares; 2025Q3: 59,742 shares; 2025Q4: 78,128 shares 78,128 $14.3M 0.28% +18,386 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: 8,696 shares; 2024Q4: 10,939 shares; 2025Q1: 24,846 shares; 2025Q2: 29,769 shares; 2025Q3: 101,327 shares; 2025Q4: 96,032 shares 96,032 $14.3M 0.28% -5,295 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: 97,929 shares; 2024Q4: 95,299 shares; 2025Q1: 151,057 shares; 2025Q2: 156,398 shares; 2025Q3: 173,601 shares; 2025Q4: 201,797 shares 201,797 $14.1M 0.28% +28,196 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: 69,220 shares; 2024Q4: 64,924 shares; 2025Q1: 71,135 shares; 2025Q2: 77,679 shares; 2025Q3: 96,349 shares; 2025Q4: 157,268 shares 157,268 $14.1M 0.28% +60,919 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: not reported; 2025Q2: 137,174 shares; 2025Q3: 223,613 shares; 2025Q4: 255,781 shares 255,781 $14M 0.28% +32,168 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,815 shares; 2025Q2: 54,936 shares; 2025Q3: 251,687 shares; 2025Q4: 299,860 shares 299,860 $13.9M 0.28% +48,173 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: 22,834 shares; 2024Q4: 19,612 shares; 2025Q1: 86,472 shares; 2025Q2: 105,099 shares; 2025Q3: 122,871 shares; 2025Q4: 170,278 shares 170,278 $13.7M 0.27% +47,407 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: 6,671 shares; 2024Q4: 6,434 shares; 2025Q1: 12,621 shares; 2025Q2: 19,494 shares; 2025Q3: 21,616 shares; 2025Q4: 23,519 shares 23,519 $13.5M 0.27% +1,903 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: 103,995 shares; 2024Q4: 109,008 shares; 2025Q1: 117,078 shares; 2025Q2: 129,466 shares; 2025Q3: 144,509 shares; 2025Q4: 154,170 shares 154,170 $13.4M 0.27% +9,661 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: 23,186 shares; 2024Q4: 23,859 shares; 2025Q1: 93,032 shares; 2025Q2: 99,934 shares; 2025Q3: 185,478 shares; 2025Q4: 209,043 shares 209,043 $13.1M 0.26% +23,565 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 6,000 shares; 2025Q2: 6,102 shares; 2025Q3: 6,102 shares; 2025Q4: 141,935 shares 141,935 $13M 0.26% +135,833 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 10,923 shares; 2025Q1: 32,294 shares; 2025Q2: 34,380 shares; 2025Q3: 41,217 shares; 2025Q4: 42,709 shares 42,709 $13M 0.26% +1,492 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,658 shares; 2024Q4: 188,598 shares; 2025Q1: 76,558 shares; 2025Q2: 85,621 shares; 2025Q3: 100,553 shares; 2025Q4: 162,612 shares 162,612 $12.3M 0.24% +62,059 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: 14,408 shares; 2024Q4: 17,212 shares; 2025Q1: 34,175 shares; 2025Q2: 29,053 shares; 2025Q3: 29,236 shares; 2025Q4: 56,371 shares 56,371 $12.2M 0.24% +27,135 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: 112,464 shares; 2024Q4: 109,384 shares; 2025Q1: 123,242 shares; 2025Q2: 177,269 shares; 2025Q3: 192,747 shares; 2025Q4: 222,038 shares 222,038 $12.2M 0.24% +29,291 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: 50,435 shares; 2024Q4: 50,791 shares; 2025Q1: 84,994 shares; 2025Q2: 86,774 shares; 2025Q3: 115,972 shares; 2025Q4: 226,954 shares 226,954 $12.2M 0.24% +110,982 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: 161,706 shares; 2024Q4: 175,574 shares; 2025Q1: 220,869 shares; 2025Q2: 215,950 shares; 2025Q3: 199,471 shares; 2025Q4: 220,121 shares 220,121 $12.1M 0.24% +20,650 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: 31,321 shares; 2024Q4: 32,007 shares; 2025Q1: 74,760 shares; 2025Q2: 78,900 shares; 2025Q3: 108,599 shares; 2025Q4: 147,261 shares 147,261 $12M 0.24% +38,662 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,183 shares; 2024Q4: 216,090 shares; 2025Q1: 223,991 shares; 2025Q2: 232,882 shares; 2025Q3: 241,011 shares; 2025Q4: 255,476 shares 255,476 $11.9M 0.24% +14,465 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: 20,718 shares; 2024Q4: 21,868 shares; 2025Q1: 74,664 shares; 2025Q2: 100,118 shares; 2025Q3: 126,442 shares; 2025Q4: 130,330 shares 130,330 $11.9M 0.24% +3,888 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: 27,655 shares; 2024Q4: 29,023 shares; 2025Q1: 43,759 shares; 2025Q2: 94,345 shares; 2025Q3: 91,109 shares; 2025Q4: 101,994 shares 101,994 $11.9M 0.24% +10,885 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: 19,319 shares; 2024Q4: 21,985 shares; 2025Q1: 93,419 shares; 2025Q2: 106,399 shares; 2025Q3: 184,895 shares; 2025Q4: 160,477 shares 160,477 $11.9M 0.24% -24,418 Timeline VGSH 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: 9,451 shares; 2024Q4: 17,304 shares; 2025Q1: 165,229 shares; 2025Q2: 190,232 shares; 2025Q3: 198,150 shares; 2025Q4: 201,441 shares 201,441 $11.8M 0.23% +3,291 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: 13,304 shares; 2024Q4: 14,533 shares; 2025Q1: 16,154 shares; 2025Q2: 17,477 shares; 2025Q3: 19,050 shares; 2025Q4: 20,736 shares 20,736 $11.7M 0.23% +1,686 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: 41,623 shares; 2024Q4: 43,783 shares; 2025Q1: 36,428 shares; 2025Q2: 21,091 shares; 2025Q3: 22,630 shares; 2025Q4: 47,338 shares 47,338 $11.7M 0.23% +24,708 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: 33,939 shares; 2024Q4: 39,153 shares; 2025Q1: 62,975 shares; 2025Q2: 69,466 shares; 2025Q3: 69,557 shares; 2025Q4: 75,067 shares 75,067 $11.6M 0.23% +5,510 Timeline NEOS ENHANCED INCOME CREDIT… NEOS ENHANCED INCOME CREDIT SELEC… More: the full row for NEOS ENHANCED INCOME CREDIT SELECT ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230,710 shares 230,710 $11.6M 0.23% new COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,122 shares; 2024Q4: 45,975 shares; 2025Q1: 194,651 shares; 2025Q2: 185,123 shares; 2025Q3: 205,101 shares; 2025Q4: 192,178 shares 192,178 $11.6M 0.23% -12,923 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: 137,194 shares; 2024Q4: 177,289 shares; 2025Q1: 241,347 shares; 2025Q2: 267,448 shares; 2025Q3: 286,406 shares; 2025Q4: 295,689 shares 295,689 $11.3M 0.22% +9,283 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: 19,205 shares; 2024Q4: 12,613 shares; 2025Q1: 22,816 shares; 2025Q2: 29,227 shares; 2025Q3: 34,876 shares; 2025Q4: 39,035 shares 39,035 $11.3M 0.22% +4,159 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 15 shares 15 $11.3M 0.22% +4 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: 104,577 shares; 2024Q4: 105,664 shares; 2025Q1: 169,187 shares; 2025Q2: 192,479 shares; 2025Q3: 227,552 shares; 2025Q4: 277,436 shares 277,436 $11.3M 0.22% +49,884 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: 18,735 shares; 2024Q4: 17,986 shares; 2025Q1: 25,470 shares; 2025Q2: 26,285 shares; 2025Q3: 31,803 shares; 2025Q4: 37,710 shares 37,710 $11.2M 0.22% +5,907 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: 11,615 shares; 2024Q4: 11,011 shares; 2025Q1: 14,017 shares; 2025Q2: 15,209 shares; 2025Q3: 15,278 shares; 2025Q4: 19,498 shares 19,498 $11.1M 0.22% +4,220 Timeline CEF 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: not reported; 2024Q4: not reported; 2025Q1: 261,726 shares; 2025Q2: 220,854 shares; 2025Q3: 236,763 shares; 2025Q4: 240,931 shares 240,931 $11M 0.22% +4,168 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 7,658 shares; 2025Q1: 36,542 shares; 2025Q2: 39,893 shares; 2025Q3: 50,174 shares; 2025Q4: 59,844 shares 59,844 $11M 0.22% +9,670 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 8,264 shares; 2025Q1: 31,485 shares; 2025Q2: 38,423 shares; 2025Q3: 68,558 shares; 2025Q4: 217,758 shares 217,758 $11M 0.22% +149,200 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,090 shares; 2024Q4: 75,156 shares; 2025Q1: 133,934 shares; 2025Q2: 155,155 shares; 2025Q3: 151,628 shares; 2025Q4: 151,966 shares 151,966 $10.9M 0.22% +338 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,550 shares; 2024Q4: 117,683 shares; 2025Q1: 112,502 shares; 2025Q2: 100,174 shares; 2025Q3: 106,525 shares; 2025Q4: 160,577 shares 160,577 $10.7M 0.21% +54,052 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: 60,725 shares; 2024Q4: 64,624 shares; 2025Q1: 78,377 shares; 2025Q2: 93,693 shares; 2025Q3: 102,936 shares; 2025Q4: 110,970 shares 110,970 $10.7M 0.21% +8,034 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: 18,986 shares; 2024Q4: 21,203 shares; 2025Q1: 25,025 shares; 2025Q2: 37,355 shares; 2025Q3: 39,891 shares; 2025Q4: 43,213 shares 43,213 $10.6M 0.21% +3,322 Timeline DUHP 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: 200,072 shares; 2024Q4: 242,613 shares; 2025Q1: 215,254 shares; 2025Q2: 220,814 shares; 2025Q3: 236,975 shares; 2025Q4: 278,270 shares 278,270 $10.6M 0.21% +41,295 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: 35,577 shares; 2024Q4: 31,107 shares; 2025Q1: 34,911 shares; 2025Q2: 46,018 shares; 2025Q3: 47,506 shares; 2025Q4: 109,628 shares 109,628 $10.5M 0.21% +62,122 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 3,768 shares; 2025Q1: 3,816 shares; 2025Q2: 13,699 shares; 2025Q3: 128,012 shares; 2025Q4: 104,705 shares 104,705 $10.5M 0.21% -23,307 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: 45,982 shares; 2024Q4: 42,245 shares; 2025Q1: 40,274 shares; 2025Q2: 60,615 shares; 2025Q3: 71,669 shares; 2025Q4: 76,249 shares 76,249 $10.3M 0.2% +4,580 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: 13,849 shares; 2024Q4: 12,024 shares; 2025Q1: 22,217 shares; 2025Q2: 23,563 shares; 2025Q3: 27,162 shares; 2025Q4: 32,839 shares 32,839 $10M 0.2% +5,677 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: 9,065 shares; 2024Q4: 9,723 shares; 2025Q1: 15,910 shares; 2025Q2: 18,420 shares; 2025Q3: 19,706 shares; 2025Q4: 20,323 shares 20,323 $9.83M 0.19% +617 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: 37,781 shares; 2024Q4: 35,377 shares; 2025Q1: 101,175 shares; 2025Q2: 111,943 shares; 2025Q3: 132,422 shares; 2025Q4: 145,197 shares 145,197 $9.76M 0.19% +12,775 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: not reported; 2024Q4: not reported; 2025Q1: 198,412 shares; 2025Q2: 203,679 shares; 2025Q3: 224,760 shares; 2025Q4: 254,764 shares 254,764 $9.71M 0.19% +30,004 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: 8,432 shares; 2024Q4: 8,131 shares; 2025Q1: 9,377 shares; 2025Q2: 12,118 shares; 2025Q3: 11,779 shares; 2025Q4: 20,133 shares 20,133 $9.68M 0.19% +8,354 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: 5,562 shares; 2024Q4: 5,767 shares; 2025Q1: 6,234 shares; 2025Q2: 8,691 shares; 2025Q3: 9,575 shares; 2025Q4: 10,969 shares 10,969 $9.64M 0.19% +1,394 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: 196,309 shares; 2024Q4: 185,583 shares; 2025Q1: 195,290 shares; 2025Q2: 272,118 shares; 2025Q3: 171,675 shares; 2025Q4: 149,059 shares 149,059 $9.6M 0.19% -22,616 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: 168,591 shares; 2024Q4: 163,190 shares; 2025Q1: 173,760 shares; 2025Q2: 198,651 shares; 2025Q3: 216,607 shares; 2025Q4: 380,670 shares 380,670 $9.48M 0.19% +164,063 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: 26,543 shares; 2024Q4: 83,114 shares; 2025Q1: 176,182 shares; 2025Q2: 214,643 shares; 2025Q3: 320,635 shares; 2025Q4: 343,793 shares 343,793 $9.43M 0.19% +23,158 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: 3,636 shares; 2024Q4: 2,674 shares; 2025Q1: 5,502 shares; 2025Q2: 5,889 shares; 2025Q3: 31,590 shares; 2025Q4: 39,789 shares 39,789 $9.2M 0.18% +8,199 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 88,094 shares; 2025Q2: 112,900 shares; 2025Q3: 122,153 shares; 2025Q4: 131,599 shares 131,599 $9.15M 0.18% +9,446 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 8,243 shares; 2025Q1: 8,612 shares; 2025Q2: 11,557 shares; 2025Q3: 19,747 shares; 2025Q4: 33,896 shares 33,896 $9.12M 0.18% +14,149 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: 20,248 shares; 2024Q4: 27,816 shares; 2025Q1: 200,088 shares; 2025Q2: 201,937 shares; 2025Q3: 201,841 shares; 2025Q4: 199,899 shares 199,899 $9.09M 0.18% -1,942 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,235 shares; 2025Q4: 158,396 shares 158,396 $9.02M 0.18% +33,161 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: 88,700 shares; 2024Q4: 93,819 shares; 2025Q1: 118,118 shares; 2025Q2: 137,252 shares; 2025Q3: 93,081 shares; 2025Q4: 200,993 shares 200,993 $8.99M 0.18% +107,912 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,461 shares; 2025Q1: 4,155 shares; 2025Q2: 25,361 shares; 2025Q3: 28,563 shares; 2025Q4: 78,797 shares 78,797 $8.96M 0.18% +50,234 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: 4,717 shares; 2024Q4: 52,447 shares; 2025Q1: 53,701 shares; 2025Q2: 56,705 shares; 2025Q3: 69,513 shares; 2025Q4: 77,030 shares 77,030 $8.94M 0.18% +7,517 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: 82,176 shares; 2024Q4: 82,334 shares; 2025Q1: 97,269 shares; 2025Q2: 144,362 shares; 2025Q3: 145,697 shares; 2025Q4: 154,997 shares 154,997 $8.94M 0.18% +9,300 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: 14,687 shares; 2024Q4: 15,635 shares; 2025Q1: 27,314 shares; 2025Q2: 45,626 shares; 2025Q3: 92,086 shares; 2025Q4: 109,604 shares 109,604 $8.9M 0.18% +17,518 Timeline IPKW 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: 130,622 shares; 2025Q2: 139,145 shares; 2025Q3: 149,288 shares; 2025Q4: 159,033 shares 159,033 $8.84M 0.18% +9,745 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: 3,929 shares; 2024Q4: 3,823 shares; 2025Q1: 12,134 shares; 2025Q2: 17,676 shares; 2025Q3: 21,762 shares; 2025Q4: 26,837 shares 26,837 $8.78M 0.17% +5,075 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: 6,770 shares; 2024Q4: 7,146 shares; 2025Q1: 17,216 shares; 2025Q2: 18,212 shares; 2025Q3: 25,316 shares; 2025Q4: 41,008 shares 41,008 $8.68M 0.17% +15,692 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: 31,251 shares; 2024Q4: 29,507 shares; 2025Q1: 39,371 shares; 2025Q2: 40,868 shares; 2025Q3: 44,359 shares; 2025Q4: 55,932 shares 55,932 $8.62M 0.17% +11,573 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: 284,028 shares; 2024Q4: 147,684 shares; 2025Q1: 166,494 shares; 2025Q2: 113,695 shares; 2025Q3: 139,635 shares; 2025Q4: 169,312 shares 169,312 $8.58M 0.17% +29,677 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: 81,357 shares; 2024Q4: 81,089 shares; 2025Q1: 157,749 shares; 2025Q2: 292,264 shares; 2025Q3: 302,144 shares; 2025Q4: 310,180 shares 310,180 $8.53M 0.17% +8,036 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: 29,461 shares; 2024Q4: 29,193 shares; 2025Q1: 41,144 shares; 2025Q2: 43,162 shares; 2025Q3: 35,855 shares; 2025Q4: 39,664 shares 39,664 $8.52M 0.17% +3,809 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: 24,749 shares; 2024Q4: 24,622 shares; 2025Q1: 26,726 shares; 2025Q2: 42,393 shares; 2025Q3: 48,305 shares; 2025Q4: 52,935 shares 52,935 $8.49M 0.17% +4,630 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: 13,708 shares; 2024Q4: 17,621 shares; 2025Q1: 21,937 shares; 2025Q2: 24,885 shares; 2025Q3: 27,495 shares; 2025Q4: 39,522 shares 39,522 $8.46M 0.17% +12,027 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: 1,448 shares; 2024Q4: 1,127 shares; 2025Q1: 3,662 shares; 2025Q2: 5,478 shares; 2025Q3: 7,106 shares; 2025Q4: 7,902 shares 7,902 $8.46M 0.17% +796 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471,663 shares; 2025Q2: 524,281 shares; 2025Q3: 581,016 shares; 2025Q4: 628,652 shares 628,652 $8.33M 0.17% +47,636 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: not reported; 2024Q4: 822 shares; 2025Q1: 16,593 shares; 2025Q2: 18,915 shares; 2025Q3: 19,486 shares; 2025Q4: 19,638 shares 19,638 $8.29M 0.16% +152 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: 20,816 shares; 2024Q4: 17,568 shares; 2025Q1: 35,575 shares; 2025Q2: 39,932 shares; 2025Q3: 39,599 shares; 2025Q4: 42,451 shares 42,451 $8.27M 0.16% +2,852 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: 14,139 shares; 2024Q4: 18,883 shares; 2025Q1: 71,931 shares; 2025Q2: 79,689 shares; 2025Q3: 81,780 shares; 2025Q4: 111,549 shares 111,549 $7.97M 0.16% +29,769 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,009 shares; 2024Q4: 34,215 shares; 2025Q1: 68,769 shares; 2025Q2: 136,579 shares; 2025Q3: 274,015 shares; 2025Q4: 336,288 shares 336,288 $7.96M 0.16% +62,273 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,209 shares; 2024Q4: 17,286 shares; 2025Q1: 54,719 shares; 2025Q2: 57,716 shares; 2025Q3: 76,101 shares; 2025Q4: 89,741 shares 89,741 $7.94M 0.16% +13,640 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: 6,023 shares; 2024Q4: 6,411 shares; 2025Q1: 9,264 shares; 2025Q2: 20,063 shares; 2025Q3: 22,294 shares; 2025Q4: 24,807 shares 24,807 $7.64M 0.15% +2,513 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: 34,186 shares; 2024Q4: 38,729 shares; 2025Q1: 49,720 shares; 2025Q2: 53,974 shares; 2025Q3: 59,259 shares; 2025Q4: 67,998 shares 67,998 $7.63M 0.15% +8,739 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505,380 shares 505,380 $7.58M 0.15% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,668 shares; 2024Q4: 54,867 shares; 2025Q1: 90,914 shares; 2025Q2: 120,873 shares; 2025Q3: 132,558 shares; 2025Q4: 129,580 shares 129,580 $7.56M 0.15% -2,978 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: 33,289 shares; 2024Q4: 26,116 shares; 2025Q1: not reported; 2025Q2: 98,144 shares; 2025Q3: 86,955 shares; 2025Q4: 74,720 shares 74,720 $7.46M 0.15% -12,235 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: 7,292 shares; 2024Q4: 6,279 shares; 2025Q1: 11,467 shares; 2025Q2: 13,777 shares; 2025Q3: 16,183 shares; 2025Q4: 20,060 shares 20,060 $7.42M 0.15% +3,877 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: not reported; 2024Q4: not reported; 2025Q1: 6,179 shares; 2025Q2: 13,656 shares; 2025Q3: 13,514 shares; 2025Q4: 55,822 shares 55,822 $7.35M 0.15% +42,308 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,812 shares; 2025Q1: 16,384 shares; 2025Q2: 21,604 shares; 2025Q3: 24,938 shares; 2025Q4: 20,808 shares 20,808 $7.28M 0.14% -4,130 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: 11,320 shares; 2024Q4: 9,719 shares; 2025Q1: 15,350 shares; 2025Q2: 19,431 shares; 2025Q3: 22,283 shares; 2025Q4: 22,023 shares 22,023 $7.27M 0.14% -260 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: 1,050 shares; 2024Q4: 1,044 shares; 2025Q1: 1,009 shares; 2025Q2: 1,238 shares; 2025Q3: 1,363 shares; 2025Q4: 1,346 shares 1,346 $7.21M 0.14% -17 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: 58,805 shares; 2024Q4: 66,412 shares; 2025Q1: 71,491 shares; 2025Q2: 73,948 shares; 2025Q3: 82,025 shares; 2025Q4: 90,734 shares 90,734 $7.16M 0.14% +8,709 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: 128,983 shares; 2024Q4: 122,795 shares; 2025Q1: 136,689 shares; 2025Q2: 157,117 shares; 2025Q3: 180,284 shares; 2025Q4: 208,404 shares 208,404 $7.14M 0.14% +28,120 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: 26,431 shares; 2024Q4: 86,351 shares; 2025Q1: 282,193 shares; 2025Q2: 286,486 shares; 2025Q3: 293,770 shares; 2025Q4: 295,291 shares 295,291 $7.1M 0.14% +1,521 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: 7,312 shares; 2024Q4: 9,931 shares; 2025Q1: 10,819 shares; 2025Q2: 12,291 shares; 2025Q3: 13,449 shares; 2025Q4: 15,113 shares 15,113 $7.08M 0.14% +1,664 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: 29,692 shares; 2024Q4: 29,385 shares; 2025Q1: 41,576 shares; 2025Q2: 79,710 shares; 2025Q3: 106,961 shares; 2025Q4: 123,712 shares 123,712 $7.08M 0.14% +16,751 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: 20,003 shares; 2024Q4: 10,552 shares; 2025Q1: 62,148 shares; 2025Q2: 78,757 shares; 2025Q3: 98,186 shares; 2025Q4: 116,566 shares 116,566 $7.01M 0.14% +18,380 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: 44,373 shares; 2024Q4: 48,459 shares; 2025Q1: 46,574 shares; 2025Q2: 56,952 shares; 2025Q3: 75,954 shares; 2025Q4: 79,744 shares 79,744 $6.95M 0.14% +3,790 Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 268,907 shares 268,907 $6.93M 0.14% new Timeline XT 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: 80,782 shares; 2025Q2: 85,960 shares; 2025Q3: 92,224 shares; 2025Q4: 99,299 shares 99,299 $6.93M 0.14% +7,075 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 29,304 shares; 2025Q1: 29,686 shares; 2025Q2: 32,282 shares; 2025Q3: 34,326 shares; 2025Q4: 37,622 shares 37,622 $6.92M 0.14% +3,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,805 shares; 2025Q4: 52,254 shares 52,254 $6.92M 0.14% -10,551 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: 6,535 shares; 2025Q1: 57,629 shares; 2025Q2: 65,159 shares; 2025Q3: 67,600 shares; 2025Q4: 69,808 shares 69,808 $6.86M 0.14% +2,208 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: 10,765 shares; 2024Q4: 11,864 shares; 2025Q1: 57,044 shares; 2025Q2: 57,782 shares; 2025Q3: 64,520 shares; 2025Q4: 68,164 shares 68,164 $6.81M 0.14% +3,644 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: 9,116 shares; 2024Q4: 9,229 shares; 2025Q1: 9,836 shares; 2025Q2: 86,042 shares; 2025Q3: 95,291 shares; 2025Q4: 94,542 shares 94,542 $6.81M 0.14% -749 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,244 shares; 2025Q3: 46,058 shares; 2025Q4: 51,328 shares 51,328 $6.62M 0.13% +5,270 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: 9,045 shares; 2024Q4: 10,588 shares; 2025Q1: 34,093 shares; 2025Q2: 32,584 shares; 2025Q3: 22,079 shares; 2025Q4: 25,748 shares 25,748 $6.62M 0.13% +3,669 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,223 shares; 2024Q4: 19,954 shares; 2025Q1: 26,059 shares; 2025Q2: 26,667 shares; 2025Q3: 38,461 shares; 2025Q4: 38,319 shares 38,319 $6.6M 0.13% -142 Timeline FMAG 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: 106,155 shares; 2024Q4: not reported; 2025Q1: 135,332 shares; 2025Q2: 142,452 shares; 2025Q3: 161,201 shares; 2025Q4: 193,151 shares 193,151 $6.59M 0.13% +31,950 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: 26,690 shares; 2024Q4: 25,671 shares; 2025Q1: 27,469 shares; 2025Q2: 36,461 shares; 2025Q3: 38,701 shares; 2025Q4: 42,333 shares 42,333 $6.5M 0.13% +3,632 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP 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: 526,216 shares 526,216 $6.45M 0.13% new Timeline RPV 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: 86,170 shares; 2024Q4: 83,487 shares; 2025Q1: 76,629 shares; 2025Q2: 71,617 shares; 2025Q3: 75,917 shares; 2025Q4: 62,178 shares 62,178 $6.43M 0.13% -13,739 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: 6,331 shares; 2024Q4: 5,568 shares; 2025Q1: 15,655 shares; 2025Q2: 24,324 shares; 2025Q3: 30,215 shares; 2025Q4: 32,818 shares 32,818 $6.4M 0.13% +2,603 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: 6,079 shares; 2024Q4: 7,544 shares; 2025Q1: 7,338 shares; 2025Q2: 11,734 shares; 2025Q3: 12,240 shares; 2025Q4: 12,291 shares 12,291 $6.27M 0.12% +51 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,183 shares 142,183 $6.26M 0.12% new 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: 10,749 shares; 2024Q4: 13,126 shares; 2025Q1: 15,577 shares; 2025Q2: 19,887 shares; 2025Q3: 22,335 shares; 2025Q4: 25,209 shares 25,209 $6.23M 0.12% +2,874 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: 18,206 shares; 2024Q4: 72,147 shares; 2025Q1: 93,320 shares; 2025Q2: 192,423 shares; 2025Q3: 182,010 shares; 2025Q4: 189,887 shares 189,887 $6.19M 0.12% +7,877 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: 15,651 shares; 2024Q4: 11,902 shares; 2025Q1: 23,070 shares; 2025Q2: 27,753 shares; 2025Q3: 32,346 shares; 2025Q4: 48,799 shares 48,799 $6.11M 0.12% +16,453 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: 17,529 shares; 2024Q4: 17,055 shares; 2025Q1: 20,223 shares; 2025Q2: 25,266 shares; 2025Q3: 24,645 shares; 2025Q4: 43,775 shares 43,775 $6.09M 0.12% +19,130 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: 12,039 shares; 2025Q1: 95,275 shares; 2025Q2: 109,122 shares; 2025Q3: 111,281 shares; 2025Q4: 46,153 shares 46,153 $6.05M 0.12% -65,128 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,164 shares; 2024Q4: 84,412 shares; 2025Q1: 101,967 shares; 2025Q2: 112,380 shares; 2025Q3: 126,806 shares; 2025Q4: 141,052 shares 141,052 $6.05M 0.12% +14,246 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 43,794 shares; 2025Q1: 86,849 shares; 2025Q2: 181,119 shares; 2025Q3: 204,293 shares; 2025Q4: 121,774 shares 121,774 $6.05M 0.12% -82,519 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: 108,458 shares; 2024Q4: 98,693 shares; 2025Q1: 102,439 shares; 2025Q2: 87,366 shares; 2025Q3: 100,380 shares; 2025Q4: 65,182 shares 65,182 $6.03M 0.12% -35,198 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: 2,221 shares; 2024Q4: 2,372 shares; 2025Q1: 10,440 shares; 2025Q2: 12,969 shares; 2025Q3: 16,849 shares; 2025Q4: 17,828 shares 17,828 $6.02M 0.12% +979 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: 7,128 shares; 2024Q4: 7,104 shares; 2025Q1: 7,177 shares; 2025Q2: 7,442 shares; 2025Q3: 7,583 shares; 2025Q4: 61,362 shares 61,362 $5.94M 0.12% +53,779 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: 27,755 shares; 2024Q4: 50,195 shares; 2025Q1: 151,214 shares; 2025Q2: 158,950 shares; 2025Q3: 389,245 shares; 2025Q4: 476,671 shares 476,671 $5.93M 0.12% +87,426 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,614 shares; 2024Q4: 27,366 shares; 2025Q1: 57,169 shares; 2025Q2: 114,833 shares; 2025Q3: 128,444 shares; 2025Q4: 152,922 shares 152,922 $5.87M 0.12% +24,478 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,776 shares; 2025Q1: 10,927 shares; 2025Q2: 16,111 shares; 2025Q3: 17,915 shares; 2025Q4: 23,702 shares 23,702 $5.74M 0.11% +5,787 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 11,956 shares; 2025Q1: 29,971 shares; 2025Q2: 35,729 shares; 2025Q3: 42,468 shares; 2025Q4: 74,574 shares 74,574 $5.74M 0.11% +32,106 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,574 shares; 2024Q4: 111,827 shares; 2025Q1: 109,145 shares; 2025Q2: 115,902 shares; 2025Q3: 124,771 shares; 2025Q4: 124,313 shares 124,313 $5.73M 0.11% -458 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: 18,576 shares; 2024Q4: 2,012 shares; 2025Q1: 2,482 shares; 2025Q2: 6,327 shares; 2025Q3: 8,181 shares; 2025Q4: 8,762 shares 8,762 $5.73M 0.11% +581 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: 33,983 shares; 2024Q4: 23,510 shares; 2025Q1: 45,750 shares; 2025Q2: 48,051 shares; 2025Q3: 45,883 shares; 2025Q4: 46,620 shares 46,620 $5.72M 0.11% +737 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 42,787 shares; 2025Q3: 31,690 shares; 2025Q4: 30,595 shares 30,595 $5.7M 0.11% -1,095 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: 2,642 shares; 2024Q4: 3,050 shares; 2025Q1: 6,984 shares; 2025Q2: 6,173 shares; 2025Q3: 6,791 shares; 2025Q4: 37,120 shares 37,120 $5.69M 0.11% +30,329 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,532 shares; 2025Q1: 47,073 shares; 2025Q2: 48,134 shares; 2025Q3: 49,021 shares; 2025Q4: 49,625 shares 49,625 $5.68M 0.11% +604 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: 22,336 shares; 2024Q4: 24,782 shares; 2025Q1: 37,662 shares; 2025Q2: 38,989 shares; 2025Q3: 48,367 shares; 2025Q4: 92,086 shares 92,086 $5.6M 0.11% +43,719 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: 42,829 shares; 2024Q4: 48,900 shares; 2025Q1: 30,188 shares; 2025Q2: 42,855 shares; 2025Q3: 41,035 shares; 2025Q4: 43,160 shares 43,160 $5.57M 0.11% +2,125 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: 11,504 shares; 2024Q4: 11,269 shares; 2025Q1: 61,703 shares; 2025Q2: 66,425 shares; 2025Q3: 63,900 shares; 2025Q4: 58,778 shares 58,778 $5.53M 0.11% -5,122 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: 7,542 shares; 2024Q4: 8,821 shares; 2025Q1: 19,774 shares; 2025Q2: 20,867 shares; 2025Q3: 22,106 shares; 2025Q4: 22,889 shares 22,889 $5.52M 0.11% +783 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: 41,932 shares; 2024Q4: 49,197 shares; 2025Q1: 57,283 shares; 2025Q2: 72,669 shares; 2025Q3: 79,428 shares; 2025Q4: 92,896 shares 92,896 $5.4M 0.11% +13,468 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: 41,237 shares; 2024Q4: 41,298 shares; 2025Q1: 70,479 shares; 2025Q2: 74,201 shares; 2025Q3: 74,386 shares; 2025Q4: 70,039 shares 70,039 $5.37M 0.11% -4,347 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,121 shares; 2024Q4: 14,704 shares; 2025Q1: 26,952 shares; 2025Q2: 41,380 shares; 2025Q3: 39,522 shares; 2025Q4: 42,519 shares 42,519 $5.35M 0.11% +2,997 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL 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: 19,447 shares; 2025Q3: 31,362 shares; 2025Q4: 33,894 shares 33,894 $5.33M 0.11% +2,532 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: 3,247 shares; 2024Q4: 3,565 shares; 2025Q1: 3,235 shares; 2025Q2: 3,938 shares; 2025Q3: 22,496 shares; 2025Q4: 23,384 shares 23,384 $5.32M 0.11% +888 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: 11,291 shares; 2024Q4: 13,201 shares; 2025Q1: 21,965 shares; 2025Q2: 28,112 shares; 2025Q3: 26,244 shares; 2025Q4: 26,598 shares 26,598 $5.31M 0.11% +354 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: 17,876 shares; 2024Q4: 20,199 shares; 2025Q1: 22,158 shares; 2025Q2: 23,722 shares; 2025Q3: 12,007 shares; 2025Q4: 15,739 shares 15,739 $5.3M 0.11% +3,732 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,663 shares; 2024Q4: 54,558 shares; 2025Q1: 62,026 shares; 2025Q2: 68,760 shares; 2025Q3: 67,516 shares; 2025Q4: 107,379 shares 107,379 $5.27M 0.1% +39,863 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: 28,283 shares; 2024Q4: 29,707 shares; 2025Q1: 34,223 shares; 2025Q2: 39,681 shares; 2025Q3: 44,112 shares; 2025Q4: 46,184 shares 46,184 $5.25M 0.1% +2,072 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: 71,192 shares; 2024Q4: 70,925 shares; 2025Q1: 119,242 shares; 2025Q2: 144,683 shares; 2025Q3: 178,039 shares; 2025Q4: 209,460 shares 209,460 $5.2M 0.1% +31,421 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,827 shares; 2025Q2: 3,903 shares; 2025Q3: 4,084 shares; 2025Q4: 50,570 shares 50,570 $5.19M 0.1% +46,486 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: 305 shares; 2024Q4: 607 shares; 2025Q1: 5,843 shares; 2025Q2: 6,082 shares; 2025Q3: 6,536 shares; 2025Q4: 6,372 shares 6,372 $5.16M 0.1% -164 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,846 shares; 2025Q1: 4,138 shares; 2025Q2: 6,025 shares; 2025Q3: 6,143 shares; 2025Q4: 6,171 shares 6,171 $5.06M 0.1% +28 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: 4,595 shares; 2024Q4: 3,542 shares; 2025Q1: 7,591 shares; 2025Q2: 9,408 shares; 2025Q3: 10,214 shares; 2025Q4: 10,802 shares 10,802 $5.03M 0.1% +588 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 8,600 shares; 2025Q1: 9,160 shares; 2025Q2: 9,221 shares; 2025Q3: 9,227 shares; 2025Q4: 36,151 shares 36,151 $5.01M 0.1% +26,924 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: 2,760 shares; 2024Q4: 2,481 shares; 2025Q1: 17,808 shares; 2025Q2: 13,894 shares; 2025Q3: 15,298 shares; 2025Q4: 15,713 shares 15,713 $5M 0.1% +415 Timeline IJT 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: 19,337 shares; 2024Q4: 18,802 shares; 2025Q1: 18,127 shares; 2025Q2: 14,180 shares; 2025Q3: 16,251 shares; 2025Q4: 34,984 shares 34,984 $4.94M 0.1% +18,733 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: 59,612 shares; 2024Q4: 65,425 shares; 2025Q1: 89,309 shares; 2025Q2: 91,637 shares; 2025Q3: 89,792 shares; 2025Q4: 106,015 shares 106,015 $4.93M 0.1% +16,223 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: 2,095 shares; 2024Q4: 2,099 shares; 2025Q1: 3,456 shares; 2025Q2: 5,092 shares; 2025Q3: 7,939 shares; 2025Q4: 9,341 shares 9,341 $4.88M 0.1% +1,402 Timeline XLVI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183,826 shares 183,826 $4.86M 0.1% new 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: 14,766 shares; 2024Q4: 22,257 shares; 2025Q1: 40,439 shares; 2025Q2: 41,279 shares; 2025Q3: 49,138 shares; 2025Q4: 51,775 shares 51,775 $4.85M 0.1% +2,637 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: 1,273 shares; 2024Q4: 927 shares; 2025Q1: 2,874 shares; 2025Q2: 5,386 shares; 2025Q3: 7,467 shares; 2025Q4: 8,360 shares 8,360 $4.84M 0.1% +893 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 12,781 shares; 2025Q1: 31,562 shares; 2025Q2: 34,394 shares; 2025Q3: 36,196 shares; 2025Q4: 41,256 shares 41,256 $4.84M 0.1% +5,060 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 1,811 shares; 2025Q1: 1,815 shares; 2025Q2: 1,854 shares; 2025Q3: 2,033 shares; 2025Q4: 28,782 shares 28,782 $4.83M 0.1% +26,749 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: 19,801 shares; 2024Q4: 22,111 shares; 2025Q1: 24,723 shares; 2025Q2: 26,399 shares; 2025Q3: 43,622 shares; 2025Q4: 51,611 shares 51,611 $4.81M 0.1% +7,989 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: 6,151 shares; 2024Q4: 8,487 shares; 2025Q1: 26,515 shares; 2025Q2: 25,629 shares; 2025Q3: 31,654 shares; 2025Q4: 34,843 shares 34,843 $4.8M 0.1% +3,189 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: 7,041 shares; 2024Q4: 6,433 shares; 2025Q1: 9,567 shares; 2025Q2: 20,593 shares; 2025Q3: 22,200 shares; 2025Q4: 26,772 shares 26,772 $4.75M 0.09% +4,572 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: 6,486 shares; 2024Q4: 6,418 shares; 2025Q1: 9,237 shares; 2025Q2: 9,702 shares; 2025Q3: 19,854 shares; 2025Q4: 25,418 shares 25,418 $4.72M 0.09% +5,564 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,974 shares; 2025Q3: 32,973 shares; 2025Q4: 33,440 shares 33,440 $4.72M 0.09% +467 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,916 shares; 2025Q2: 112,877 shares; 2025Q3: 140,031 shares; 2025Q4: 133,862 shares 133,862 $4.68M 0.09% -6,169 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: 7,371 shares; 2024Q4: 6,204 shares; 2025Q1: 11,196 shares; 2025Q2: 14,118 shares; 2025Q3: 17,482 shares; 2025Q4: 22,971 shares 22,971 $4.66M 0.09% +5,489 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,911 shares 134,911 $4.65M 0.09% new 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: 2,321 shares; 2024Q4: 2,464 shares; 2025Q1: 6,981 shares; 2025Q2: 6,431 shares; 2025Q3: 6,661 shares; 2025Q4: 6,166 shares 6,166 $4.65M 0.09% -495 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: 30,988 shares; 2024Q4: 27,596 shares; 2025Q1: 26,544 shares; 2025Q2: 29,218 shares; 2025Q3: 30,609 shares; 2025Q4: 28,952 shares 28,952 $4.64M 0.09% -1,657 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: 26,806 shares; 2024Q4: 24,819 shares; 2025Q1: 34,221 shares; 2025Q2: 34,772 shares; 2025Q3: 36,511 shares; 2025Q4: 40,065 shares 40,065 $4.62M 0.09% +3,554 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: 15,365 shares; 2024Q4: 13,387 shares; 2025Q1: 22,280 shares; 2025Q2: 23,127 shares; 2025Q3: 26,145 shares; 2025Q4: 32,120 shares 32,120 $4.61M 0.09% +5,975 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: 2,654 shares; 2024Q4: 2,316 shares; 2025Q1: 6,306 shares; 2025Q2: 7,378 shares; 2025Q3: 9,322 shares; 2025Q4: 17,835 shares 17,835 $4.6M 0.09% +8,513 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 12,927 shares; 2025Q1: 19,254 shares; 2025Q2: 25,571 shares; 2025Q3: 27,498 shares; 2025Q4: 29,420 shares 29,420 $4.56M 0.09% +1,922 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,653 shares; 2025Q1: 20,389 shares; 2025Q2: 20,326 shares; 2025Q3: 24,167 shares; 2025Q4: 25,220 shares 25,220 $4.55M 0.09% +1,053 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 7,120 shares; 2025Q1: 7,418 shares; 2025Q2: 7,997 shares; 2025Q3: 10,310 shares; 2025Q4: 20,566 shares 20,566 $4.52M 0.09% +10,256 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: 91,947 shares; 2024Q4: 104,112 shares; 2025Q1: 134,813 shares; 2025Q2: 56,167 shares; 2025Q3: 56,682 shares; 2025Q4: 84,624 shares 84,624 $4.52M 0.09% +27,942 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: 7,821 shares; 2024Q4: 10,590 shares; 2025Q1: 21,640 shares; 2025Q2: 30,199 shares; 2025Q3: 50,147 shares; 2025Q4: 85,196 shares 85,196 $4.5M 0.09% +35,049 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 13,266 shares; 2025Q1: 20,062 shares; 2025Q2: 20,283 shares; 2025Q3: 19,721 shares; 2025Q4: 19,935 shares 19,935 $4.48M 0.09% +214 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: 111,048 shares; 2024Q4: 126,549 shares; 2025Q1: 175,163 shares; 2025Q2: 190,599 shares; 2025Q3: 210,429 shares; 2025Q4: 89,908 shares 89,908 $4.42M 0.09% -120,521 Timeline JAVA 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: 34,363 shares; 2024Q4: 27,638 shares; 2025Q1: 32,635 shares; 2025Q2: 48,031 shares; 2025Q3: 54,218 shares; 2025Q4: 61,255 shares 61,255 $4.39M 0.09% +7,037 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: 17,625 shares; 2024Q4: 14,878 shares; 2025Q1: 15,534 shares; 2025Q2: 16,467 shares; 2025Q3: 22,395 shares; 2025Q4: 24,305 shares 24,305 $4.38M 0.09% +1,910 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,024 shares; 2024Q4: 52,362 shares; 2025Q1: 83,248 shares; 2025Q2: 107,306 shares; 2025Q3: 110,709 shares; 2025Q4: 118,115 shares 118,115 $4.33M 0.09% +7,406 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,655 shares; 2025Q2: 87,332 shares; 2025Q3: 98,965 shares; 2025Q4: 122,039 shares 122,039 $4.3M 0.09% +23,074 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,521 shares; 2025Q2: 99,103 shares; 2025Q3: 101,096 shares; 2025Q4: 104,477 shares 104,477 $4.29M 0.09% +3,381 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,798 shares; 2025Q1: 8,438 shares; 2025Q2: 8,546 shares; 2025Q3: 12,709 shares; 2025Q4: 14,884 shares 14,884 $4.28M 0.08% +2,175 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,134 shares; 2025Q2: 20,740 shares; 2025Q3: 37,736 shares; 2025Q4: 44,760 shares 44,760 $4.27M 0.08% +7,024 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 5,130 shares; 2025Q1: 5,915 shares; 2025Q2: 5,961 shares; 2025Q3: 8,322 shares; 2025Q4: 23,366 shares 23,366 $4.23M 0.08% +15,044 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: 2,199 shares; 2024Q4: 17,622 shares; 2025Q1: 3,883 shares; 2025Q2: 4,236 shares; 2025Q3: 6,245 shares; 2025Q4: 11,931 shares 11,931 $4.21M 0.08% +5,686 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,917 shares 80,917 $4.11M 0.08% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,244 shares; 2025Q2: 40,755 shares; 2025Q3: 44,874 shares; 2025Q4: 68,180 shares 68,180 $4.06M 0.08% +23,306 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 12,960 shares; 2025Q1: 12,304 shares; 2025Q2: 12,814 shares; 2025Q3: 14,154 shares; 2025Q4: 522,374 shares 522,374 $4.06M 0.08% +508,220 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: 18,762 shares; 2024Q4: 17,404 shares; 2025Q1: 14,393 shares; 2025Q2: 34,790 shares; 2025Q3: 32,801 shares; 2025Q4: 79,544 shares 79,544 $4.05M 0.08% +46,743 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE 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: 119,770 shares; 2025Q2: 115,889 shares; 2025Q3: 128,286 shares; 2025Q4: 137,266 shares 137,266 $4.02M 0.08% +8,980 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,242 shares; 2025Q1: 4,836 shares; 2025Q2: 5,107 shares; 2025Q3: 6,216 shares; 2025Q4: 50,075 shares 50,075 $4M 0.08% +43,859 Timeline FDL 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: 23,948 shares; 2024Q4: 24,697 shares; 2025Q1: 78,592 shares; 2025Q2: 72,953 shares; 2025Q3: 79,183 shares; 2025Q4: 89,626 shares 89,626 $3.97M 0.08% +10,443 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,359 shares; 2024Q4: 44,970 shares; 2025Q1: 55,275 shares; 2025Q2: 53,885 shares; 2025Q3: 56,976 shares; 2025Q4: 58,910 shares 58,910 $3.95M 0.08% +1,934 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,829 shares; 2025Q3: 16,672 shares; 2025Q4: 18,507 shares 18,507 $3.95M 0.08% +1,835 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,524 shares; 2025Q1: 85,929 shares; 2025Q2: 73,561 shares; 2025Q3: 73,860 shares; 2025Q4: 77,145 shares 77,145 $3.95M 0.08% +3,285 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: 12,762 shares; 2024Q4: 8,976 shares; 2025Q1: 9,311 shares; 2025Q2: 11,195 shares; 2025Q3: 18,205 shares; 2025Q4: 42,683 shares 42,683 $3.92M 0.08% +24,478 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,853 shares; 2024Q4: 28,731 shares; 2025Q1: 29,728 shares; 2025Q2: 29,524 shares; 2025Q3: 30,630 shares; 2025Q4: 31,950 shares 31,950 $3.89M 0.08% +1,320 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: 20,168 shares; 2024Q4: 19,802 shares; 2025Q1: 22,678 shares; 2025Q2: 22,092 shares; 2025Q3: 22,501 shares; 2025Q4: 28,147 shares 28,147 $3.85M 0.08% +5,646 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,228 shares; 2024Q4: 21,206 shares; 2025Q1: 28,447 shares; 2025Q2: 26,826 shares; 2025Q3: 25,524 shares; 2025Q4: 25,890 shares 25,890 $3.8M 0.08% +366 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: 20,816 shares; 2024Q4: 22,403 shares; 2025Q1: 47,813 shares; 2025Q2: 45,131 shares; 2025Q3: 46,592 shares; 2025Q4: 58,709 shares 58,709 $3.74M 0.07% +12,117 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 96,464 shares; 2025Q3: 105,947 shares; 2025Q4: 114,859 shares 114,859 $3.73M 0.07% +8,912 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,393 shares; 2025Q2: 11,308 shares; 2025Q3: 12,464 shares; 2025Q4: 13,518 shares 13,518 $3.72M 0.07% +1,054 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,901 shares; 2025Q2: 105,212 shares; 2025Q3: 137,316 shares; 2025Q4: 136,887 shares 136,887 $3.72M 0.07% -429 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: 16,354 shares; 2024Q4: 18,058 shares; 2025Q1: 24,056 shares; 2025Q2: 26,731 shares; 2025Q3: 31,107 shares; 2025Q4: 87,165 shares 87,165 $3.72M 0.07% +56,058 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,314 shares; 2025Q1: 1,186 shares; 2025Q2: 1,159 shares; 2025Q3: 3,200 shares; 2025Q4: 4,219 shares 4,219 $3.71M 0.07% +1,019 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 9,714 shares; 2025Q1: 13,578 shares; 2025Q2: 14,186 shares; 2025Q3: 14,546 shares; 2025Q4: 30,760 shares 30,760 $3.67M 0.07% +16,214 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 30,461 shares; 2025Q2: 34,135 shares; 2025Q3: 48,055 shares; 2025Q4: 53,732 shares 53,732 $3.67M 0.07% +5,677 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: not reported; 2025Q2: not reported; 2025Q3: 52,422 shares; 2025Q4: 83,919 shares 83,919 $3.66M 0.07% +31,497 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: 1,325 shares; 2024Q4: 1,452 shares; 2025Q1: 2,373 shares; 2025Q2: 12,246 shares; 2025Q3: 12,322 shares; 2025Q4: 12,470 shares 12,470 $3.66M 0.07% +148 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,025 shares; 2025Q1: 1,014 shares; 2025Q2: 1,063 shares; 2025Q3: 1,088 shares; 2025Q4: 1,075 shares 1,075 $3.65M 0.07% -13 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: 6,906 shares; 2024Q4: 6,972 shares; 2025Q1: 6,882 shares; 2025Q2: 28,933 shares; 2025Q3: 31,383 shares; 2025Q4: 49,537 shares 49,537 $3.64M 0.07% +18,154 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,602 shares; 2024Q4: 40,656 shares; 2025Q1: 55,358 shares; 2025Q2: 61,695 shares; 2025Q3: 58,986 shares; 2025Q4: 55,746 shares 55,746 $3.63M 0.07% -3,240 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: 15,195 shares; 2024Q4: 13,879 shares; 2025Q1: 17,800 shares; 2025Q2: 17,607 shares; 2025Q3: 24,423 shares; 2025Q4: 28,175 shares 28,175 $3.6M 0.07% +3,752 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: 8,456 shares; 2024Q4: 7,403 shares; 2025Q1: 23,078 shares; 2025Q2: 38,156 shares; 2025Q3: 60,792 shares; 2025Q4: 45,574 shares 45,574 $3.59M 0.07% -15,218 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,046 shares 72,046 $3.58M 0.07% new Timeline FXU 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: 6,333 shares; 2025Q4: 79,122 shares 79,122 $3.56M 0.07% +72,789 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,911 shares; 2024Q4: 373,780 shares; 2025Q1: 338,609 shares; 2025Q2: 303,967 shares; 2025Q3: 310,459 shares; 2025Q4: 72,274 shares 72,274 $3.55M 0.07% -238,185 Timeline DNOW DNOW INC More: the full row for DNOW 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: 266,327 shares 266,327 $3.53M 0.07% new 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: 6,418 shares; 2024Q4: 8,136 shares; 2025Q1: 10,750 shares; 2025Q2: 13,409 shares; 2025Q3: 17,129 shares; 2025Q4: 16,886 shares 16,886 $3.52M 0.07% -243 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 19,598 shares; 2025Q4: 21,055 shares 21,055 $3.52M 0.07% +1,457 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: 13,952 shares; 2024Q4: 10,667 shares; 2025Q1: 12,401 shares; 2025Q2: 14,125 shares; 2025Q3: 17,244 shares; 2025Q4: 20,281 shares 20,281 $3.52M 0.07% +3,037 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,846 shares; 2025Q3: 95,183 shares; 2025Q4: 133,522 shares 133,522 $3.52M 0.07% +38,339 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 12,792 shares; 2025Q1: 41,248 shares; 2025Q2: 44,549 shares; 2025Q3: 43,085 shares; 2025Q4: 42,369 shares 42,369 $3.51M 0.07% -716 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,066 shares; 2024Q4: 14,907 shares; 2025Q1: 21,598 shares; 2025Q2: 41,168 shares; 2025Q3: 42,930 shares; 2025Q4: 43,118 shares 43,118 $3.51M 0.07% +188 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,245 shares; 2025Q1: 110,821 shares; 2025Q2: 164,107 shares; 2025Q3: 166,977 shares; 2025Q4: 133,569 shares 133,569 $3.49M 0.07% -33,408 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,276 shares; 2025Q1: 16,332 shares; 2025Q2: 17,310 shares; 2025Q3: 17,805 shares; 2025Q4: 20,372 shares 20,372 $3.47M 0.07% +2,567 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 8,101 shares; 2025Q1: 12,100 shares; 2025Q2: 13,368 shares; 2025Q3: 35,582 shares; 2025Q4: 38,494 shares 38,494 $3.46M 0.07% +2,912 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,630 shares; 2024Q4: 50,836 shares; 2025Q1: 56,640 shares; 2025Q2: 51,641 shares; 2025Q3: 44,129 shares; 2025Q4: 44,837 shares 44,837 $3.4M 0.07% +708 Timeline BIZD 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: 181,373 shares; 2024Q4: 179,190 shares; 2025Q1: 196,657 shares; 2025Q2: 220,148 shares; 2025Q3: 227,785 shares; 2025Q4: 239,947 shares 239,947 $3.4M 0.07% +12,162 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: 1,306 shares; 2024Q4: 1,368 shares; 2025Q1: 1,411 shares; 2025Q2: 1,402 shares; 2025Q3: 1,458 shares; 2025Q4: 5,637 shares 5,637 $3.4M 0.07% +4,179 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,301 shares; 2025Q4: 29,756 shares 29,756 $3.39M 0.07% +455 Timeline QQXT 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: not reported; 2025Q4: 33,945 shares 33,945 $3.37M 0.07% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,069 shares; 2024Q4: 35,243 shares; 2025Q1: 46,815 shares; 2025Q2: 48,786 shares; 2025Q3: 49,649 shares; 2025Q4: 51,511 shares 51,511 $3.37M 0.07% +1,862 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,245 shares; 2024Q4: 108,182 shares; 2025Q1: 260,511 shares; 2025Q2: 266,954 shares; 2025Q3: 262,453 shares; 2025Q4: 256,922 shares 256,922 $3.37M 0.07% -5,531 Timeline FSTA 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: 39,958 shares; 2024Q4: 31,535 shares; 2025Q1: 40,929 shares; 2025Q2: 47,423 shares; 2025Q3: 52,948 shares; 2025Q4: 67,518 shares 67,518 $3.32M 0.07% +14,570 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,689 shares; 2024Q4: 292,964 shares; 2025Q1: 318,983 shares; 2025Q2: 329,379 shares; 2025Q3: 337,100 shares; 2025Q4: 343,378 shares 343,378 $3.32M 0.07% +6,278 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 10,695 shares; 2025Q1: 31,468 shares; 2025Q2: 56,098 shares; 2025Q3: 55,584 shares; 2025Q4: 50,511 shares 50,511 $3.27M 0.06% -5,073 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: 8,175 shares; 2024Q4: 8,161 shares; 2025Q1: 14,151 shares; 2025Q2: 14,994 shares; 2025Q3: 20,217 shares; 2025Q4: 16,477 shares 16,477 $3.27M 0.06% -3,740 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: 4,791 shares; 2024Q4: 3,113 shares; 2025Q1: 8,100 shares; 2025Q2: 8,433 shares; 2025Q3: 10,765 shares; 2025Q4: 12,011 shares 12,011 $3.26M 0.06% +1,246 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: 40,765 shares; 2024Q4: 30,607 shares; 2025Q1: 40,907 shares; 2025Q2: 42,258 shares; 2025Q3: 41,530 shares; 2025Q4: 40,983 shares 40,983 $3.25M 0.06% -547 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,323 shares; 2024Q4: 9,007 shares; 2025Q1: 9,013 shares; 2025Q2: 99,691 shares; 2025Q3: 99,276 shares; 2025Q4: 93,731 shares 93,731 $3.23M 0.06% -5,545 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: 27,710 shares; 2024Q4: 21,503 shares; 2025Q1: 26,276 shares; 2025Q2: 48,182 shares; 2025Q3: 57,652 shares; 2025Q4: 88,599 shares 88,599 $3.21M 0.06% +30,947 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: 227,975 shares; 2024Q4: 209,948 shares; 2025Q1: 218,721 shares; 2025Q2: 236,851 shares; 2025Q3: 266,917 shares; 2025Q4: 214,665 shares 214,665 $3.18M 0.06% -52,252 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: 4,650 shares; 2024Q4: 4,354 shares; 2025Q1: 6,186 shares; 2025Q2: 10,903 shares; 2025Q3: 12,479 shares; 2025Q4: 11,834 shares 11,834 $3.18M 0.06% -645 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: 525 shares; 2024Q4: 590 shares; 2025Q1: 2,011 shares; 2025Q2: 2,157 shares; 2025Q3: 2,476 shares; 2025Q4: 2,601 shares 2,601 $3.16M 0.06% +125 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: 3,882 shares; 2024Q4: 4,031 shares; 2025Q1: 9,138 shares; 2025Q2: 8,800 shares; 2025Q3: 9,885 shares; 2025Q4: 11,393 shares 11,393 $3.14M 0.06% +1,508 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,462 shares; 2024Q4: 15,988 shares; 2025Q1: 37,004 shares; 2025Q2: 36,565 shares; 2025Q3: 38,251 shares; 2025Q4: 42,598 shares 42,598 $3.13M 0.06% +4,347 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,809 shares 51,809 $3.13M 0.06% new 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: 5,240 shares; 2024Q4: 6,698 shares; 2025Q1: 9,318 shares; 2025Q2: 9,639 shares; 2025Q3: 8,640 shares; 2025Q4: 8,670 shares 8,670 $3.12M 0.06% +30 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: 12,587 shares; 2024Q4: 15,303 shares; 2025Q1: 18,425 shares; 2025Q2: 15,685 shares; 2025Q3: 27,052 shares; 2025Q4: 28,991 shares 28,991 $3.11M 0.06% +1,939 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,035 shares; 2025Q2: 33,177 shares; 2025Q3: 35,517 shares; 2025Q4: 38,500 shares 38,500 $3.09M 0.06% +2,983 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,657 shares; 2025Q1: 34,873 shares; 2025Q2: 26,793 shares; 2025Q3: 26,127 shares; 2025Q4: 24,364 shares 24,364 $3.08M 0.06% -1,763 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,050 shares; 2025Q1: 3,079 shares; 2025Q2: 14,787 shares; 2025Q3: 14,544 shares; 2025Q4: 14,880 shares 14,880 $3.06M 0.06% +336 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,019 shares; 2025Q1: 69,781 shares; 2025Q2: 52,732 shares; 2025Q3: 52,468 shares; 2025Q4: 57,496 shares 57,496 $3.06M 0.06% +5,028 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: 22,368 shares; 2024Q4: 17,473 shares; 2025Q1: 27,692 shares; 2025Q2: 29,113 shares; 2025Q3: 32,630 shares; 2025Q4: 30,664 shares 30,664 $3.04M 0.06% -1,966 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,970 shares; 2024Q4: 36,362 shares; 2025Q1: 56,331 shares; 2025Q2: 59,600 shares; 2025Q3: 61,805 shares; 2025Q4: 65,364 shares 65,364 $3.04M 0.06% +3,559 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,857 shares; 2024Q4: 27,934 shares; 2025Q1: 36,840 shares; 2025Q2: 39,497 shares; 2025Q3: 38,746 shares; 2025Q4: 39,035 shares 39,035 $3.03M 0.06% +289 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: 24,430 shares; 2024Q4: 23,461 shares; 2025Q1: 24,826 shares; 2025Q2: 23,008 shares; 2025Q3: 29,007 shares; 2025Q4: 31,687 shares 31,687 $3.02M 0.06% +2,680 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: 2,221 shares; 2024Q4: 2,040 shares; 2025Q1: 2,249 shares; 2025Q2: 2,269 shares; 2025Q3: 2,818 shares; 2025Q4: 9,317 shares 9,317 $3.01M 0.06% +6,499 Timeline FDEM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,246 shares 97,246 $3M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 5,909 shares; 2025Q4: 18,470 shares 18,470 $2.99M 0.06% +12,561 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,645 shares; 2025Q1: 6,289 shares; 2025Q2: 13,284 shares; 2025Q3: 19,434 shares; 2025Q4: 23,600 shares 23,600 $2.97M 0.06% +4,166 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,169 shares; 2025Q1: 6,131 shares; 2025Q2: 50,700 shares; 2025Q3: 49,097 shares; 2025Q4: 45,744 shares 45,744 $2.94M 0.06% -3,353 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,521 shares; 2024Q4: 16,653 shares; 2025Q1: 18,862 shares; 2025Q2: 21,847 shares; 2025Q3: 40,665 shares; 2025Q4: 127,643 shares 127,643 $2.94M 0.06% +86,978 Timeline SPLV 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: 11,266 shares; 2024Q4: 15,362 shares; 2025Q1: 45,257 shares; 2025Q2: 44,860 shares; 2025Q3: 43,123 shares; 2025Q4: 40,820 shares 40,820 $2.92M 0.06% -2,303 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,162 shares; 2025Q1: 7,828 shares; 2025Q2: 10,182 shares; 2025Q3: 13,832 shares; 2025Q4: 15,904 shares 15,904 $2.9M 0.06% +2,072 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,342 shares; 2024Q4: 16,226 shares; 2025Q1: 24,963 shares; 2025Q2: 28,191 shares; 2025Q3: 30,564 shares; 2025Q4: 29,614 shares 29,614 $2.89M 0.06% -950 Timeline CCFE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,166 shares 109,166 $2.89M 0.06% new 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: 85,252 shares; 2024Q4: 86,369 shares; 2025Q1: 103,253 shares; 2025Q2: 106,332 shares; 2025Q3: 102,033 shares; 2025Q4: 78,243 shares 78,243 $2.89M 0.06% -23,790 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,211 shares; 2024Q4: 39,628 shares; 2025Q1: 40,647 shares; 2025Q2: 41,299 shares; 2025Q3: 38,090 shares; 2025Q4: 33,247 shares 33,247 $2.87M 0.06% -4,843 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: 44,946 shares; 2024Q4: 40,191 shares; 2025Q1: 46,277 shares; 2025Q2: 47,023 shares; 2025Q3: 53,068 shares; 2025Q4: 55,816 shares 55,816 $2.84M 0.06% +2,748 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: 30,824 shares; 2025Q1: 39,043 shares; 2025Q2: 45,444 shares; 2025Q3: 103,833 shares; 2025Q4: 107,781 shares 107,781 $2.83M 0.06% +3,948 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 73,559 shares 73,559 $2.82M 0.06% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,151 shares; 2025Q2: 11,003 shares; 2025Q3: 11,212 shares; 2025Q4: 27,457 shares 27,457 $2.81M 0.06% +16,245 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: 37,894 shares; 2024Q4: 38,463 shares; 2025Q1: 39,668 shares; 2025Q2: 40,803 shares; 2025Q3: 42,121 shares; 2025Q4: 35,040 shares 35,040 $2.78M 0.06% -7,081 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,831 shares; 2025Q2: 11,943 shares; 2025Q3: 83,192 shares; 2025Q4: 85,071 shares 85,071 $2.77M 0.05% +1,879 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,201 shares; 2025Q4: 55,000 shares 55,000 $2.77M 0.05% -201 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: 6,509 shares; 2024Q4: 8,004 shares; 2025Q1: 9,675 shares; 2025Q2: 23,727 shares; 2025Q3: 24,360 shares; 2025Q4: 50,465 shares 50,465 $2.76M 0.05% +26,105 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,963 shares; 2024Q4: 4,221 shares; 2025Q1: 24,337 shares; 2025Q2: 26,872 shares; 2025Q3: 23,792 shares; 2025Q4: 23,443 shares 23,443 $2.76M 0.05% -349 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: 21,575 shares; 2024Q4: 21,615 shares; 2025Q1: 21,863 shares; 2025Q2: 22,873 shares; 2025Q3: 22,949 shares; 2025Q4: 23,260 shares 23,260 $2.73M 0.05% +311 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: 10,375 shares; 2024Q4: 11,141 shares; 2025Q1: 13,939 shares; 2025Q2: 15,682 shares; 2025Q3: 21,407 shares; 2025Q4: 22,824 shares 22,824 $2.72M 0.05% +1,417 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 38,467 shares; 2025Q2: 44,505 shares; 2025Q3: 48,604 shares; 2025Q4: 47,983 shares 47,983 $2.72M 0.05% -621 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: 10,921 shares; 2024Q4: 11,245 shares; 2025Q1: 26,164 shares; 2025Q2: 12,773 shares; 2025Q3: 12,813 shares; 2025Q4: 12,845 shares 12,845 $2.71M 0.05% +32 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: 45,353 shares; 2024Q4: 43,565 shares; 2025Q1: 43,463 shares; 2025Q2: 44,068 shares; 2025Q3: 43,249 shares; 2025Q4: 42,853 shares 42,853 $2.7M 0.05% -396 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,120 shares; 2024Q4: 148,083 shares; 2025Q1: 194,313 shares; 2025Q2: 794,790 shares; 2025Q3: 776,199 shares; 2025Q4: 652,018 shares 652,018 $2.69M 0.05% -124,181 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: 94,055 shares; 2024Q4: 77,671 shares; 2025Q1: 73,802 shares; 2025Q2: 79,275 shares; 2025Q3: 76,243 shares; 2025Q4: 86,496 shares 86,496 $2.68M 0.05% +10,253 Timeline EQAL 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: 47,386 shares; 2025Q3: 46,942 shares; 2025Q4: 50,865 shares 50,865 $2.68M 0.05% +3,923 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,924 shares; 2025Q2: 56,777 shares; 2025Q3: 63,811 shares; 2025Q4: 66,376 shares 66,376 $2.66M 0.05% +2,565 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,951 shares; 2024Q4: 68,251 shares; 2025Q1: 54,798 shares; 2025Q2: 314,466 shares; 2025Q3: 287,468 shares; 2025Q4: 200,520 shares 200,520 $2.66M 0.05% -86,948 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: 46,591 shares; 2024Q4: 53,677 shares; 2025Q1: 74,376 shares; 2025Q2: 78,523 shares; 2025Q3: 76,109 shares; 2025Q4: 82,943 shares 82,943 $2.66M 0.05% +6,834 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: 3,572 shares; 2024Q4: 3,355 shares; 2025Q1: 4,685 shares; 2025Q2: 8,903 shares; 2025Q3: 8,578 shares; 2025Q4: 11,594 shares 11,594 $2.65M 0.05% +3,016 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: 117,380 shares; 2024Q4: 112,018 shares; 2025Q1: 116,749 shares; 2025Q2: 123,673 shares; 2025Q3: 126,004 shares; 2025Q4: 130,900 shares 130,900 $2.65M 0.05% +4,896 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 7,494 shares; 2025Q1: 7,519 shares; 2025Q2: 9,117 shares; 2025Q3: 12,051 shares; 2025Q4: 13,221 shares 13,221 $2.62M 0.05% +1,170 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,818 shares; 2025Q1: 4,346 shares; 2025Q2: 18,298 shares; 2025Q3: 19,245 shares; 2025Q4: 18,436 shares 18,436 $2.61M 0.05% -809 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 5,482 shares; 2025Q1: 9,830 shares; 2025Q2: 48,674 shares; 2025Q3: 53,687 shares; 2025Q4: 52,127 shares 52,127 $2.61M 0.05% -1,560 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 15,397 shares; 2025Q2: 18,505 shares; 2025Q3: 19,534 shares; 2025Q4: 21,187 shares 21,187 $2.61M 0.05% +1,653 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,049 shares; 2024Q4: 11,433 shares; 2025Q1: 10,363 shares; 2025Q2: 13,640 shares; 2025Q3: 13,370 shares; 2025Q4: 27,050 shares 27,050 $2.6M 0.05% +13,680 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 93,374 shares; 2025Q2: 75,764 shares; 2025Q3: 70,092 shares; 2025Q4: 72,209 shares 72,209 $2.59M 0.05% +2,117 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,120 shares; 2025Q2: 10,368 shares; 2025Q3: 10,303 shares; 2025Q4: 11,286 shares 11,286 $2.59M 0.05% +983 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: 20,461 shares; 2024Q4: 23,143 shares; 2025Q1: 41,304 shares; 2025Q2: 39,330 shares; 2025Q3: 46,179 shares; 2025Q4: 45,499 shares 45,499 $2.56M 0.05% -680 Timeline FIDU 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: 2,869 shares; 2024Q4: 4,700 shares; 2025Q1: 33,026 shares; 2025Q2: 32,935 shares; 2025Q3: 31,355 shares; 2025Q4: 31,004 shares 31,004 $2.56M 0.05% -351 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 44,903 shares; 2025Q2: 35,070 shares; 2025Q3: 33,632 shares; 2025Q4: 32,489 shares 32,489 $2.56M 0.05% -1,143 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: 3,802 shares; 2024Q4: 2,970 shares; 2025Q1: 3,899 shares; 2025Q2: 4,827 shares; 2025Q3: 7,643 shares; 2025Q4: 8,020 shares 8,020 $2.55M 0.05% +377 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 13,629 shares; 2025Q1: 14,228 shares; 2025Q2: 16,494 shares; 2025Q3: 15,977 shares; 2025Q4: 17,921 shares 17,921 $2.55M 0.05% +1,944 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: 32,767 shares; 2024Q4: 33,061 shares; 2025Q1: 33,061 shares; 2025Q2: 35,746 shares; 2025Q3: 34,313 shares; 2025Q4: 73,359 shares 73,359 $2.54M 0.05% +39,046 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: 5,706 shares; 2024Q4: 6,236 shares; 2025Q1: 16,841 shares; 2025Q2: 16,297 shares; 2025Q3: 15,602 shares; 2025Q4: 15,687 shares 15,687 $2.54M 0.05% +85 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,040 shares; 2024Q4: 20,153 shares; 2025Q1: 17,637 shares; 2025Q2: 17,476 shares; 2025Q3: 16,092 shares; 2025Q4: 100,344 shares 100,344 $2.52M 0.05% +84,252 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: 34,361 shares; 2024Q4: 29,741 shares; 2025Q1: 31,950 shares; 2025Q2: 48,242 shares; 2025Q3: 49,052 shares; 2025Q4: 41,945 shares 41,945 $2.51M 0.05% -7,107 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,430 shares; 2024Q4: 49,042 shares; 2025Q1: 40,148 shares; 2025Q2: 41,736 shares; 2025Q3: 39,855 shares; 2025Q4: 36,801 shares 36,801 $2.51M 0.05% -3,054 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: 3,078 shares; 2024Q4: 2,904 shares; 2025Q1: 9,790 shares; 2025Q2: 12,042 shares; 2025Q3: 13,350 shares; 2025Q4: 24,883 shares 24,883 $2.51M 0.05% +11,533 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: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 2,040 shares; 2025Q3: 2,000 shares; 2025Q4: 3,251 shares 3,251 $2.51M 0.05% +1,251 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: 38,510 shares; 2024Q4: 39,255 shares; 2025Q1: 44,134 shares; 2025Q2: 41,754 shares; 2025Q3: 44,946 shares; 2025Q4: 49,474 shares 49,474 $2.5M 0.05% +4,528 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 8,545 shares; 2025Q1: 8,333 shares; 2025Q2: 8,928 shares; 2025Q3: 67,771 shares; 2025Q4: 46,273 shares 46,273 $2.49M 0.05% -21,498 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,965 shares; 2024Q4: 52,157 shares; 2025Q1: 49,393 shares; 2025Q2: 51,975 shares; 2025Q3: 51,582 shares; 2025Q4: 69,771 shares 69,771 $2.48M 0.05% +18,189 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: 16,463 shares; 2024Q4: 17,111 shares; 2025Q1: 17,789 shares; 2025Q2: 18,330 shares; 2025Q3: 19,601 shares; 2025Q4: 19,387 shares 19,387 $2.47M 0.05% -214 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: 11,139 shares; 2024Q4: 11,124 shares; 2025Q1: 11,104 shares; 2025Q2: 11,119 shares; 2025Q3: 10,810 shares; 2025Q4: 10,726 shares 10,726 $2.47M 0.05% -84 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: 3,263 shares; 2024Q4: 3,835 shares; 2025Q1: 3,669 shares; 2025Q2: 12,580 shares; 2025Q3: 14,756 shares; 2025Q4: 25,557 shares 25,557 $2.46M 0.05% +10,801 Timeline ILCG 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: 30,888 shares; 2024Q4: 29,844 shares; 2025Q1: 24,377 shares; 2025Q2: 23,948 shares; 2025Q3: 23,610 shares; 2025Q4: 23,628 shares 23,628 $2.46M 0.05% +18 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: 18,913 shares; 2024Q4: 30,391 shares; 2025Q1: 35,441 shares; 2025Q2: 35,945 shares; 2025Q3: 36,430 shares; 2025Q4: 37,954 shares 37,954 $2.44M 0.05% +1,524 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 14,640 shares; 2025Q1: 14,840 shares; 2025Q2: 15,423 shares; 2025Q3: 15,914 shares; 2025Q4: 15,527 shares 15,527 $2.43M 0.05% -387 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: not reported; 2024Q4: not reported; 2025Q1: 7,212 shares; 2025Q2: 7,991 shares; 2025Q3: 17,729 shares; 2025Q4: 20,238 shares 20,238 $2.42M 0.05% +2,509 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: 4,377 shares; 2024Q4: 917 shares; 2025Q1: 1,041 shares; 2025Q2: 1,703 shares; 2025Q3: 1,884 shares; 2025Q4: 2,262 shares 2,262 $2.42M 0.05% +378 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: 5,918 shares; 2024Q4: 5,771 shares; 2025Q1: 15,993 shares; 2025Q2: 16,952 shares; 2025Q3: 21,499 shares; 2025Q4: 28,414 shares 28,414 $2.41M 0.05% +6,915 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: 1,802 shares; 2024Q4: 1,791 shares; 2025Q1: 2,750 shares; 2025Q2: 4,365 shares; 2025Q3: 6,576 shares; 2025Q4: 7,039 shares 7,039 $2.41M 0.05% +463 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 42,188 shares; 2025Q3: 38,079 shares; 2025Q4: 36,450 shares 36,450 $2.41M 0.05% -1,629 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,069 shares 99,069 $2.41M 0.05% new 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: 39,191 shares; 2024Q4: 34,484 shares; 2025Q1: 45,192 shares; 2025Q2: 39,899 shares; 2025Q3: 36,064 shares; 2025Q4: 47,274 shares 47,274 $2.39M 0.05% +11,210 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,873 shares; 2025Q4: 45,611 shares 45,611 $2.39M 0.05% +2,738 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: 24,620 shares; 2024Q4: 72,939 shares; 2025Q1: 76,784 shares; 2025Q2: 79,231 shares; 2025Q3: 82,928 shares; 2025Q4: 80,452 shares 80,452 $2.38M 0.05% -2,476 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 4,807 shares; 2025Q1: 5,527 shares; 2025Q2: 5,421 shares; 2025Q3: 5,598 shares; 2025Q4: 6,376 shares 6,376 $2.38M 0.05% +778 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: not reported; 2024Q4: 18,110 shares; 2025Q1: 18,110 shares; 2025Q2: 25,131 shares; 2025Q3: 42,729 shares; 2025Q4: 41,551 shares 41,551 $2.37M 0.05% -1,178 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,350 shares; 2024Q4: 36,350 shares; 2025Q1: 39,496 shares; 2025Q2: 67,709 shares; 2025Q3: 76,585 shares; 2025Q4: 66,707 shares 66,707 $2.36M 0.05% -9,878 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: 2,658 shares; 2024Q4: 2,042 shares; 2025Q1: 2,145 shares; 2025Q2: 4,385 shares; 2025Q3: 5,883 shares; 2025Q4: 7,558 shares 7,558 $2.36M 0.05% +1,675 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,376 shares; 2025Q1: 3,483 shares; 2025Q2: 4,266 shares; 2025Q3: 5,618 shares; 2025Q4: 13,267 shares 13,267 $2.35M 0.05% +7,649 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,584 shares; 2025Q1: 22,530 shares; 2025Q2: 22,540 shares; 2025Q3: 27,079 shares; 2025Q4: 29,267 shares 29,267 $2.35M 0.05% +2,188 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,034 shares; 2024Q4: 137,873 shares; 2025Q1: 147,895 shares; 2025Q2: 132,179 shares; 2025Q3: 130,134 shares; 2025Q4: 118,530 shares 118,530 $2.34M 0.05% -11,604 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: 36,135 shares; 2024Q4: 36,759 shares; 2025Q1: 39,490 shares; 2025Q2: 39,985 shares; 2025Q3: 50,975 shares; 2025Q4: 45,387 shares 45,387 $2.31M 0.05% -5,588 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,811 shares; 2025Q1: 12,710 shares; 2025Q2: 13,825 shares; 2025Q3: 13,948 shares; 2025Q4: 13,537 shares 13,537 $2.3M 0.05% -411 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,648 shares; 2025Q3: 25,019 shares; 2025Q4: 26,192 shares 26,192 $2.29M 0.05% +1,173 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,920 shares 59,920 $2.28M 0.05% new 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: 1,699 shares; 2024Q4: 1,893 shares; 2025Q1: 2,245 shares; 2025Q2: 2,628 shares; 2025Q3: 3,359 shares; 2025Q4: 3,984 shares 3,984 $2.27M 0.05% +625 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: 13,486 shares; 2024Q4: 13,026 shares; 2025Q1: 11,970 shares; 2025Q2: 12,880 shares; 2025Q3: 14,921 shares; 2025Q4: 14,102 shares 14,102 $2.27M 0.05% -819 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: 732 shares; 2024Q4: 680 shares; 2025Q1: 4,052 shares; 2025Q2: 4,747 shares; 2025Q3: 5,404 shares; 2025Q4: 6,443 shares 6,443 $2.26M 0.04% +1,039 Timeline EFAV 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: 15,461 shares; 2025Q2: 15,227 shares; 2025Q3: 14,186 shares; 2025Q4: 26,029 shares 26,029 $2.25M 0.04% +11,843 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: 10,555 shares; 2024Q4: 9,506 shares; 2025Q1: 11,381 shares; 2025Q2: 22,636 shares; 2025Q3: 22,865 shares; 2025Q4: 26,619 shares 26,619 $2.24M 0.04% +3,754 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: 11,764 shares; 2024Q4: 12,034 shares; 2025Q1: 13,180 shares; 2025Q2: 14,583 shares; 2025Q3: 16,307 shares; 2025Q4: 21,293 shares 21,293 $2.24M 0.04% +4,986 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,950 shares; 2025Q4: 24,264 shares 24,264 $2.22M 0.04% +5,314 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,720 shares; 2024Q4: 20,919 shares; 2025Q1: 28,721 shares; 2025Q2: 43,685 shares; 2025Q3: 59,636 shares; 2025Q4: 57,362 shares 57,362 $2.17M 0.04% -2,274 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: 9,237 shares; 2024Q4: 8,539 shares; 2025Q1: 10,382 shares; 2025Q2: 12,586 shares; 2025Q3: 12,819 shares; 2025Q4: 15,347 shares 15,347 $2.17M 0.04% +2,528 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: 4,733 shares; 2024Q4: 5,003 shares; 2025Q1: 5,751 shares; 2025Q2: 8,110 shares; 2025Q3: 7,641 shares; 2025Q4: 8,418 shares 8,418 $2.17M 0.04% +777 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: 1,934 shares; 2024Q4: 1,716 shares; 2025Q1: 1,753 shares; 2025Q2: 1,956 shares; 2025Q3: 3,220 shares; 2025Q4: 3,453 shares 3,453 $2.15M 0.04% +233 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: 2,203 shares; 2024Q4: 3,300 shares; 2025Q1: 5,151 shares; 2025Q2: 6,345 shares; 2025Q3: 7,645 shares; 2025Q4: 8,521 shares 8,521 $2.13M 0.04% +876 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,446 shares; 2025Q1: 24,371 shares; 2025Q2: 23,105 shares; 2025Q3: 28,203 shares; 2025Q4: 23,986 shares 23,986 $2.13M 0.04% -4,217 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: 113,346 shares; 2024Q4: 109,826 shares; 2025Q1: 121,543 shares; 2025Q2: 124,596 shares; 2025Q3: 124,883 shares; 2025Q4: 128,592 shares 128,592 $2.12M 0.04% +3,709 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: 3,969 shares; 2024Q4: 4,520 shares; 2025Q1: 19,492 shares; 2025Q2: 21,617 shares; 2025Q3: 23,781 shares; 2025Q4: 23,609 shares 23,609 $2.11M 0.04% -172 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,616 shares; 2024Q4: 47,003 shares; 2025Q1: 48,699 shares; 2025Q2: 66,910 shares; 2025Q3: 62,722 shares; 2025Q4: 60,711 shares 60,711 $2.11M 0.04% -2,011 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: 11,318 shares; 2024Q4: not reported; 2025Q1: 73,664 shares; 2025Q2: 76,096 shares; 2025Q3: 84,605 shares; 2025Q4: 89,150 shares 89,150 $2.11M 0.04% +4,545 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,298 shares; 2024Q4: 52,830 shares; 2025Q1: 50,560 shares; 2025Q2: 52,606 shares; 2025Q3: 53,541 shares; 2025Q4: 53,854 shares 53,854 $2.11M 0.04% +313 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 10,643 shares; 2025Q1: 85,121 shares; 2025Q2: 85,794 shares; 2025Q3: 41,270 shares; 2025Q4: 42,104 shares 42,104 $2.08M 0.04% +834 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: 801 shares; 2024Q4: 809 shares; 2025Q1: 1,651 shares; 2025Q2: 3,147 shares; 2025Q3: 3,149 shares; 2025Q4: 3,665 shares 3,665 $2.08M 0.04% +516 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 11,049 shares; 2025Q4: 73,636 shares 73,636 $2.06M 0.04% +62,587 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,561 shares; 2025Q1: 11,388 shares; 2025Q2: 5,168 shares; 2025Q3: 5,864 shares; 2025Q4: 7,138 shares 7,138 $2.06M 0.04% +1,274 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,289 shares; 2024Q4: 32,302 shares; 2025Q1: 35,878 shares; 2025Q2: 36,023 shares; 2025Q3: 36,973 shares; 2025Q4: 36,245 shares 36,245 $2.06M 0.04% -728 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: 4,361 shares; 2024Q4: 4,930 shares; 2025Q1: 25,391 shares; 2025Q2: 27,179 shares; 2025Q3: 35,410 shares; 2025Q4: 35,032 shares 35,032 $2.05M 0.04% -378 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: 2,261 shares; 2025Q2: 4,715 shares; 2025Q3: 5,009 shares; 2025Q4: 5,270 shares 5,270 $2.05M 0.04% +261 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 3,113 shares; 2025Q3: 18,990 shares; 2025Q4: 18,640 shares 18,640 $2.05M 0.04% -350 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: 6,060 shares; 2024Q4: 4,580 shares; 2025Q1: 7,904 shares; 2025Q2: 8,658 shares; 2025Q3: 9,123 shares; 2025Q4: 12,510 shares 12,510 $2.04M 0.04% +3,387 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: 1,267 shares; 2024Q4: 1,273 shares; 2025Q1: 8,625 shares; 2025Q2: 3,106 shares; 2025Q3: 4,137 shares; 2025Q4: 4,151 shares 4,151 $2.04M 0.04% +14 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,046 shares; 2025Q1: 14,823 shares; 2025Q2: 14,823 shares; 2025Q3: 14,823 shares; 2025Q4: 37,014 shares 37,014 $2.03M 0.04% +22,191 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,248 shares; 2025Q2: 50,071 shares; 2025Q3: 55,645 shares; 2025Q4: 62,302 shares 62,302 $2.03M 0.04% +6,657 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: 1,110 shares; 2024Q4: 1,295 shares; 2025Q1: 5,705 shares; 2025Q2: 7,211 shares; 2025Q3: 8,198 shares; 2025Q4: 7,802 shares 7,802 $2.02M 0.04% -396 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: 1,872 shares; 2024Q4: not reported; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 9,805 shares; 2025Q4: 13,445 shares 13,445 $2M 0.04% +3,640 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,416 shares; 2025Q3: 12,166 shares; 2025Q4: 72,711 shares 72,711 $2M 0.04% +60,545 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 43,454 shares; 2025Q1: 46,705 shares; 2025Q2: 49,791 shares; 2025Q3: 49,056 shares; 2025Q4: 43,991 shares 43,991 $1.99M 0.04% -5,065 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 6,182 shares; 2025Q1: 12,538 shares; 2025Q2: 13,393 shares; 2025Q3: 15,046 shares; 2025Q4: 15,273 shares 15,273 $1.99M 0.04% +227 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,987 shares; 2024Q4: 45,451 shares; 2025Q1: 36,476 shares; 2025Q2: 40,411 shares; 2025Q3: 34,524 shares; 2025Q4: 42,246 shares 42,246 $1.99M 0.04% +7,722 Timeline IYH 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: 16,430 shares; 2024Q4: 16,347 shares; 2025Q1: 20,834 shares; 2025Q2: 22,756 shares; 2025Q3: 22,438 shares; 2025Q4: 30,392 shares 30,392 $1.98M 0.04% +7,954 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,952 shares; 2024Q4: 4,933 shares; 2025Q1: 5,333 shares; 2025Q2: 5,758 shares; 2025Q3: 6,426 shares; 2025Q4: 7,083 shares 7,083 $1.98M 0.04% +657 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,248 shares; 2025Q2: 25,906 shares; 2025Q3: 29,489 shares; 2025Q4: 29,728 shares 29,728 $1.98M 0.04% +239 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,216 shares; 2024Q4: 30,678 shares; 2025Q1: 31,952 shares; 2025Q2: 32,591 shares; 2025Q3: 32,667 shares; 2025Q4: 32,548 shares 32,548 $1.97M 0.04% -119 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares 1,618 $1.96M 0.04% new BUFT 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: 9,069 shares; 2025Q3: 59,554 shares; 2025Q4: 79,189 shares 79,189 $1.95M 0.04% +19,635 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: 2,339 shares; 2024Q4: 3,435 shares; 2025Q1: 3,480 shares; 2025Q2: 3,501 shares; 2025Q3: 4,492 shares; 2025Q4: 4,141 shares 4,141 $1.93M 0.04% -351 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,158 shares; 2025Q3: 70,353 shares; 2025Q4: 70,542 shares 70,542 $1.93M 0.04% +189 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 6,312 shares; 2025Q1: 6,240 shares; 2025Q2: 5,811 shares; 2025Q3: 8,104 shares; 2025Q4: 13,674 shares 13,674 $1.93M 0.04% +5,570 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,728 shares; 2025Q1: 6,347 shares; 2025Q2: 24,305 shares; 2025Q3: 25,073 shares; 2025Q4: 24,037 shares 24,037 $1.92M 0.04% -1,036 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,415 shares; 2025Q1: 84,980 shares; 2025Q2: 102,759 shares; 2025Q3: 90,277 shares; 2025Q4: 86,446 shares 86,446 $1.91M 0.04% -3,831 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: 27,888 shares; 2024Q4: 27,896 shares; 2025Q1: 35,571 shares; 2025Q2: 36,564 shares; 2025Q3: 36,592 shares; 2025Q4: 36,206 shares 36,206 $1.91M 0.04% -386 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,620 shares; 2025Q2: 47,116 shares; 2025Q3: 54,657 shares; 2025Q4: 59,057 shares 59,057 $1.91M 0.04% +4,400 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,448,532 shares; 2025Q2: 118,180 shares; 2025Q3: 109,920 shares; 2025Q4: 113,980 shares 113,980 $1.9M 0.04% +4,060 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,507 shares 1,507 $1.89M 0.04% new LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,732 shares; 2025Q1: 6,030 shares; 2025Q2: 3,511 shares; 2025Q3: 4,968 shares; 2025Q4: 9,040 shares 9,040 $1.88M 0.04% +4,072 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,291 shares; 2024Q4: 19,999 shares; 2025Q1: 33,672 shares; 2025Q2: 40,653 shares; 2025Q3: 49,752 shares; 2025Q4: 76,345 shares 76,345 $1.87M 0.04% +26,593 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,370 shares; 2025Q1: 8,012 shares; 2025Q2: 6,152 shares; 2025Q3: 7,885 shares; 2025Q4: 7,610 shares 7,610 $1.85M 0.04% -275 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: 4,156 shares; 2024Q4: 4,092 shares; 2025Q1: 6,089 shares; 2025Q2: 6,917 shares; 2025Q3: 7,387 shares; 2025Q4: 10,923 shares 10,923 $1.84M 0.04% +3,536 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,277 shares; 2025Q2: 8,276 shares; 2025Q3: 9,651 shares; 2025Q4: 8,772 shares 8,772 $1.83M 0.04% -879 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: not reported; 2024Q4: 3,495 shares; 2025Q1: 9,632 shares; 2025Q2: 14,595 shares; 2025Q3: 19,710 shares; 2025Q4: 21,897 shares 21,897 $1.83M 0.04% +2,187 Timeline HPQ HP INC More: the full row for HP 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: 60,989 shares; 2025Q2: 80,013 shares; 2025Q3: 97,936 shares; 2025Q4: 82,270 shares 82,270 $1.83M 0.04% -15,666 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 3,750 shares; 2025Q2: 4,492 shares; 2025Q3: 4,755 shares; 2025Q4: 5,814 shares 5,814 $1.83M 0.04% +1,059 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,514 shares 47,514 $1.82M 0.04% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 5,315 shares; 2025Q1: 7,747 shares; 2025Q2: 20,348 shares; 2025Q3: 26,278 shares; 2025Q4: 24,396 shares 24,396 $1.81M 0.04% -1,882 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,235 shares; 2025Q1: 1,680 shares; 2025Q2: 3,023 shares; 2025Q3: 4,314 shares; 2025Q4: 6,221 shares 6,221 $1.8M 0.04% +1,907 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 18,448 shares; 2025Q2: 21,165 shares; 2025Q3: 22,041 shares; 2025Q4: 104,587 shares 104,587 $1.8M 0.04% +82,546 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 23,347 shares; 2025Q3: 23,755 shares; 2025Q4: 20,661 shares 20,661 $1.8M 0.04% -3,094 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: 3,736 shares; 2024Q4: 3,746 shares; 2025Q1: 9,935 shares; 2025Q2: 10,337 shares; 2025Q3: 10,317 shares; 2025Q4: 21,261 shares 21,261 $1.8M 0.04% +10,944 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 5,586 shares; 2025Q1: 13,773 shares; 2025Q2: 14,503 shares; 2025Q3: 16,266 shares; 2025Q4: 15,940 shares 15,940 $1.8M 0.04% -326 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: 671 shares; 2024Q4: 1,081 shares; 2025Q1: 1,455 shares; 2025Q2: 2,152 shares; 2025Q3: 2,334 shares; 2025Q4: 3,965 shares 3,965 $1.8M 0.04% +1,631 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,260 shares; 2025Q1: 15,113 shares; 2025Q2: 18,009 shares; 2025Q3: 17,692 shares; 2025Q4: 16,236 shares 16,236 $1.79M 0.04% -1,456 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,503 shares; 2025Q1: 6,788 shares; 2025Q2: 7,627 shares; 2025Q3: 8,026 shares; 2025Q4: 11,887 shares 11,887 $1.79M 0.04% +3,861 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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: 75,258 shares; 2025Q3: 75,889 shares; 2025Q4: 92,624 shares 92,624 $1.77M 0.04% +16,735 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: 10,225 shares; 2024Q4: 9,791 shares; 2025Q1: 11,251 shares; 2025Q2: 10,239 shares; 2025Q3: 10,659 shares; 2025Q4: 10,828 shares 10,828 $1.76M 0.03% +169 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: 10,656 shares; 2024Q4: 10,797 shares; 2025Q1: 10,896 shares; 2025Q2: 10,836 shares; 2025Q3: 11,222 shares; 2025Q4: 12,161 shares 12,161 $1.76M 0.03% +939 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 8,436 shares; 2025Q1: 8,090 shares; 2025Q2: 10,309 shares; 2025Q3: 11,063 shares; 2025Q4: 11,189 shares 11,189 $1.75M 0.03% +126 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 5,786 shares; 2025Q1: 7,058 shares; 2025Q2: 7,964 shares; 2025Q3: 16,944 shares; 2025Q4: 18,945 shares 18,945 $1.75M 0.03% +2,001 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 33,288 shares; 2025Q3: 37,121 shares; 2025Q4: 38,293 shares 38,293 $1.75M 0.03% +1,172 Timeline FEX 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: 6,536 shares; 2024Q4: 13,722 shares; 2025Q1: 17,785 shares; 2025Q2: 17,822 shares; 2025Q3: 17,603 shares; 2025Q4: 14,729 shares 14,729 $1.75M 0.03% -2,874 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: 2,590 shares; 2024Q4: 2,556 shares; 2025Q1: 4,631 shares; 2025Q2: 5,068 shares; 2025Q3: 5,415 shares; 2025Q4: 6,049 shares 6,049 $1.74M 0.03% +634 Timeline DJUN 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: 38,000 shares; 2025Q1: 37,750 shares; 2025Q2: 38,720 shares; 2025Q3: 38,720 shares; 2025Q4: 36,720 shares 36,720 $1.74M 0.03% -2,000 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 4,709 shares; 2025Q1: 21,621 shares; 2025Q2: 32,836 shares; 2025Q3: 30,773 shares; 2025Q4: 35,831 shares 35,831 $1.74M 0.03% +5,058 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: 4,441 shares; 2024Q4: 2,806 shares; 2025Q1: 11,026 shares; 2025Q2: 16,440 shares; 2025Q3: 19,401 shares; 2025Q4: 13,025 shares 13,025 $1.73M 0.03% -6,376 Timeline GJUN 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: 43,300 shares; 2025Q1: 43,300 shares; 2025Q2: 43,300 shares; 2025Q3: 43,600 shares; 2025Q4: 43,600 shares 43,600 $1.73M 0.03% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,063 shares; 2025Q3: 26,887 shares; 2025Q4: 27,937 shares 27,937 $1.73M 0.03% +1,050 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,944 shares; 2025Q1: 43,538 shares; 2025Q2: 43,630 shares; 2025Q3: 43,544 shares; 2025Q4: 44,979 shares 44,979 $1.72M 0.03% +1,435 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,257 shares; 2025Q1: 8,987 shares; 2025Q2: 19,511 shares; 2025Q3: 20,278 shares; 2025Q4: 20,484 shares 20,484 $1.72M 0.03% +206 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 61,236 shares; 2025Q2: 60,948 shares; 2025Q3: 61,521 shares; 2025Q4: 61,168 shares 61,168 $1.72M 0.03% -353 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 8,248 shares; 2025Q3: 16,523 shares; 2025Q4: 23,936 shares 23,936 $1.71M 0.03% +7,413 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL 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: 17,245 shares; 2025Q2: 62,507 shares; 2025Q3: 70,889 shares; 2025Q4: 89,023 shares 89,023 $1.7M 0.03% +18,134 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: 23,070 shares; 2024Q4: 16,007 shares; 2025Q1: 26,871 shares; 2025Q2: 44,878 shares; 2025Q3: 47,549 shares; 2025Q4: 56,670 shares 56,670 $1.69M 0.03% +9,121 Timeline