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: 3,902,832 shares; 2024Q4: 15,371,381 shares; 2025Q1: 14,887,267 shares; 2025Q2: 15,205,975 shares; 2025Q3: 15,014,311 shares; 2025Q4: 14,890,533 shares 14,890,533 $486M 13.59% -123,778 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: 3,306,600 shares; 2024Q4: 9,927,842 shares; 2025Q1: 10,027,280 shares; 2025Q2: 9,946,200 shares; 2025Q3: 10,079,785 shares; 2025Q4: 10,187,907 shares 10,187,907 $302M 8.44% +108,122 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: 3,105,998 shares; 2024Q4: 9,380,983 shares; 2025Q1: 9,634,773 shares; 2025Q2: 9,459,398 shares; 2025Q3: 9,739,675 shares; 2025Q4: 10,106,223 shares 10,106,223 $277M 7.75% +366,548 Timeline SCHZ 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: 3,135,279 shares; 2024Q4: 6,511,229 shares; 2025Q1: 6,787,890 shares; 2025Q2: 6,987,851 shares; 2025Q3: 7,183,067 shares; 2025Q4: 7,447,340 shares 7,447,340 $174M 4.87% +264,273 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: 2,773,144 shares; 2024Q4: 5,960,505 shares; 2025Q1: 6,440,391 shares; 2025Q2: 6,279,163 shares; 2025Q3: 6,677,104 shares; 2025Q4: 7,198,276 shares 7,198,276 $173M 4.84% +521,172 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,673 shares; 2024Q4: 604,912 shares; 2025Q1: 747,202 shares; 2025Q2: 1,302,392 shares; 2025Q3: 2,251,106 shares; 2025Q4: 2,329,725 shares 2,329,725 $113M 3.17% +78,619 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547,183 shares; 2024Q4: 3,610,306 shares; 2025Q1: 3,717,179 shares; 2025Q2: 3,837,974 shares; 2025Q3: 4,028,364 shares; 2025Q4: 4,191,106 shares 4,191,106 $111M 3.1% +162,742 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848,684 shares; 2024Q4: 860,368 shares; 2025Q1: 817,595 shares; 2025Q2: 797,593 shares; 2025Q3: 831,724 shares; 2025Q4: 858,771 shares 858,771 $87.6M 2.45% +27,047 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,556 shares; 2024Q4: 453,876 shares; 2025Q1: 452,778 shares; 2025Q2: 544,776 shares; 2025Q3: 1,050,626 shares; 2025Q4: 1,108,899 shares 1,108,899 $85.4M 2.39% +58,273 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619,894 shares; 2024Q4: 1,922,233 shares; 2025Q1: 2,074,367 shares; 2025Q2: 2,394,331 shares; 2025Q3: 2,366,018 shares; 2025Q4: 2,264,574 shares 2,264,574 $81.3M 2.28% -101,444 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,158 shares; 2024Q4: 409,843 shares; 2025Q1: 548,534 shares; 2025Q2: 902,479 shares; 2025Q3: 1,582,620 shares; 2025Q4: 1,626,978 shares 1,626,978 $77M 2.15% +44,358 Timeline MDYV 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: 281,586 shares; 2024Q4: 338,411 shares; 2025Q1: 412,142 shares; 2025Q2: 472,930 shares; 2025Q3: 834,328 shares; 2025Q4: 893,442 shares 893,442 $75.6M 2.12% +59,114 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,682 shares; 2024Q4: 494,780 shares; 2025Q1: 539,662 shares; 2025Q2: 614,401 shares; 2025Q3: 1,160,184 shares; 2025Q4: 1,251,400 shares 1,251,400 $63.2M 1.77% +91,216 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: 295,359 shares; 2024Q4: 301,081 shares; 2025Q1: 307,106 shares; 2025Q2: 170,139 shares; 2025Q3: 458,812 shares; 2025Q4: 502,707 shares 502,707 $53.8M 1.51% +43,895 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: 170,816 shares; 2024Q4: 166,922 shares; 2025Q1: 170,636 shares; 2025Q2: 237,140 shares; 2025Q3: 234,504 shares; 2025Q4: 225,257 shares 225,257 $49.5M 1.38% -9,247 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,201 shares; 2024Q4: 650,029 shares; 2025Q1: 639,192 shares; 2025Q2: 836,330 shares; 2025Q3: 899,949 shares; 2025Q4: 854,387 shares 854,387 $43.7M 1.22% -45,562 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031,553 shares; 2024Q4: 2,004,704 shares; 2025Q1: 2,244,942 shares; 2025Q2: 2,729,665 shares; 2025Q3: 1,706,229 shares; 2025Q4: 1,662,419 shares 1,662,419 $41.5M 1.16% -43,810 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,240 shares; 2024Q4: 158,632 shares; 2025Q1: 135,488 shares; 2025Q2: 137,824 shares; 2025Q3: 148,149 shares; 2025Q4: 147,060 shares 147,060 $40M 1.12% -1,089 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965,147 shares; 2024Q4: 979,790 shares; 2025Q1: 1,000,981 shares; 2025Q2: 976,751 shares; 2025Q3: 965,273 shares; 2025Q4: 942,845 shares 942,845 $36.4M 1.02% -22,428 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: 69,452 shares; 2024Q4: 67,763 shares; 2025Q1: 90,269 shares; 2025Q2: 81,050 shares; 2025Q3: 78,771 shares; 2025Q4: 72,138 shares 72,138 $34.1M 0.95% -6,633 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: 422,112 shares; 2024Q4: 420,525 shares; 2025Q1: 423,683 shares; 2025Q2: 479,200 shares; 2025Q3: 469,621 shares; 2025Q4: 447,460 shares 447,460 $33.8M 0.94% -22,161 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: 465,510 shares; 2024Q4: 452,649 shares; 2025Q1: 509,504 shares; 2025Q2: 580,273 shares; 2025Q3: 562,989 shares; 2025Q4: 540,007 shares 540,007 $30.7M 0.86% -22,982 Timeline SLYG 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: 357,881 shares; 2024Q4: 375,669 shares; 2025Q1: 360,275 shares; 2025Q2: 271,280 shares; 2025Q3: 292,254 shares; 2025Q4: 317,341 shares 317,341 $29.9M 0.84% +25,087 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,182 shares; 2024Q4: 292,163 shares; 2025Q1: 215,528 shares; 2025Q2: 218,441 shares; 2025Q3: 245,430 shares; 2025Q4: 288,467 shares 288,467 $26.7M 0.75% +43,037 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: 135,628 shares; 2024Q4: 133,772 shares; 2025Q1: 165,007 shares; 2025Q2: 196,354 shares; 2025Q3: 190,149 shares; 2025Q4: 186,086 shares 186,086 $22.9M 0.64% -4,063 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: 337,719 shares; 2024Q4: 344,053 shares; 2025Q1: 362,227 shares; 2025Q2: 359,425 shares; 2025Q3: 388,750 shares; 2025Q4: 385,563 shares 385,563 $22.1M 0.62% -3,187 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: 44,088 shares; 2024Q4: 44,714 shares; 2025Q1: 40,883 shares; 2025Q2: 42,266 shares; 2025Q3: 46,009 shares; 2025Q4: 41,553 shares 41,553 $20.1M 0.56% -4,456 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: 181,600 shares; 2024Q4: 189,611 shares; 2025Q1: 197,155 shares; 2025Q2: 191,966 shares; 2025Q3: 195,956 shares; 2025Q4: 192,958 shares 192,958 $17.6M 0.49% -2,998 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: 55,235 shares; 2024Q4: 56,600 shares; 2025Q1: 56,536 shares; 2025Q2: 62,037 shares; 2025Q3: 93,958 shares; 2025Q4: 94,227 shares 94,227 $17.6M 0.49% +269 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: 15,259 shares; 2024Q4: 17,121 shares; 2025Q1: 32,887 shares; 2025Q2: 55,291 shares; 2025Q3: 53,922 shares; 2025Q4: 54,063 shares 54,063 $17.5M 0.49% +141 Timeline SLYV 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: 139,659 shares; 2024Q4: 136,802 shares; 2025Q1: 153,312 shares; 2025Q2: 202,222 shares; 2025Q3: 196,682 shares; 2025Q4: 188,433 shares 188,433 $17.1M 0.48% -8,249 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: 51,772 shares; 2024Q4: 53,274 shares; 2025Q1: 51,598 shares; 2025Q2: 52,525 shares; 2025Q3: 51,684 shares; 2025Q4: 51,183 shares 51,183 $16.5M 0.46% -501 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: 53,965 shares; 2024Q4: 55,352 shares; 2025Q1: 52,524 shares; 2025Q2: 53,188 shares; 2025Q3: 47,446 shares; 2025Q4: 46,968 shares 46,968 $16.3M 0.45% -478 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,899 shares; 2025Q1: 20,646 shares; 2025Q2: 171,041 shares; 2025Q3: 168,978 shares; 2025Q4: 159,973 shares 159,973 $16.1M 0.45% -9,005 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: 75,171 shares; 2024Q4: 75,898 shares; 2025Q1: 144,803 shares; 2025Q2: 123,567 shares; 2025Q3: 116,981 shares; 2025Q4: 114,388 shares 114,388 $15.7M 0.44% -2,593 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,561 shares; 2024Q4: 29,883 shares; 2025Q1: 37,187 shares; 2025Q2: 55,539 shares; 2025Q3: 54,585 shares; 2025Q4: 51,022 shares 51,022 $15.4M 0.43% -3,563 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: 38,273 shares; 2025Q1: 284,203 shares; 2025Q2: 506,684 shares; 2025Q3: 492,014 shares; 2025Q4: 467,819 shares 467,819 $15.2M 0.43% -24,195 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: 51,333 shares; 2024Q4: 54,148 shares; 2025Q1: 56,315 shares; 2025Q2: 114,285 shares; 2025Q3: 111,756 shares; 2025Q4: 107,419 shares 107,419 $15.2M 0.42% -4,337 Timeline DFSV 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: 20,473 shares; 2025Q1: 271,525 shares; 2025Q2: 428,597 shares; 2025Q3: 420,357 shares; 2025Q4: 420,408 shares 420,408 $13.8M 0.39% +51 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: 58,871 shares; 2024Q4: 60,324 shares; 2025Q1: 57,019 shares; 2025Q2: 57,305 shares; 2025Q3: 57,846 shares; 2025Q4: 57,589 shares 57,589 $13.2M 0.37% -257 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: 25,208 shares; 2024Q4: 24,467 shares; 2025Q1: 29,771 shares; 2025Q2: 48,897 shares; 2025Q3: 48,104 shares; 2025Q4: 45,816 shares 45,816 $12.8M 0.36% -2,288 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: 164,282 shares; 2024Q4: 170,451 shares; 2025Q1: 174,122 shares; 2025Q2: 174,083 shares; 2025Q3: 178,388 shares; 2025Q4: 180,273 shares 180,273 $12.6M 0.35% +1,885 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: 319,856 shares; 2024Q4: 272,927 shares; 2025Q1: 269,107 shares; 2025Q2: 258,972 shares; 2025Q3: 247,831 shares; 2025Q4: 228,113 shares 228,113 $12M 0.33% -19,718 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,863 shares; 2024Q4: 572,251 shares; 2025Q1: 569,330 shares; 2025Q2: 549,710 shares; 2025Q3: 415,590 shares; 2025Q4: 301,378 shares 301,378 $11.9M 0.33% -114,212 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: 22,758 shares; 2024Q4: 25,022 shares; 2025Q1: 47,489 shares; 2025Q2: 48,407 shares; 2025Q3: 50,299 shares; 2025Q4: 50,996 shares 50,996 $11.8M 0.33% +697 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: 77,991 shares; 2024Q4: 81,404 shares; 2025Q1: 92,798 shares; 2025Q2: 101,408 shares; 2025Q3: 109,670 shares; 2025Q4: 111,587 shares 111,587 $11.7M 0.33% +1,917 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,761 shares; 2024Q4: 230,089 shares; 2025Q1: 230,750 shares; 2025Q2: 231,520 shares; 2025Q3: 232,660 shares; 2025Q4: 227,248 shares 227,248 $11.7M 0.33% -5,412 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: 299,663 shares; 2024Q4: 285,291 shares; 2025Q1: 278,535 shares; 2025Q2: 274,880 shares; 2025Q3: 265,531 shares; 2025Q4: 217,376 shares 217,376 $11.7M 0.33% -48,155 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,945 shares; 2024Q4: 138,793 shares; 2025Q1: 141,195 shares; 2025Q2: 284,692 shares; 2025Q3: 279,017 shares; 2025Q4: 282,709 shares 282,709 $11.3M 0.32% +3,692 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: 19,009 shares; 2024Q4: 20,143 shares; 2025Q1: 23,599 shares; 2025Q2: 24,427 shares; 2025Q3: 23,744 shares; 2025Q4: 23,922 shares 23,922 $11.1M 0.31% +178 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: 150,215 shares; 2024Q4: 151,986 shares; 2025Q1: 141,098 shares; 2025Q2: 144,679 shares; 2025Q3: 145,478 shares; 2025Q4: 144,312 shares 144,312 $11.1M 0.31% -1,166 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: 42,249 shares; 2024Q4: 41,960 shares; 2025Q1: 37,041 shares; 2025Q2: 36,701 shares; 2025Q3: 37,689 shares; 2025Q4: 37,050 shares 37,050 $11M 0.31% -639 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: 77,305 shares; 2024Q4: 79,437 shares; 2025Q1: 80,985 shares; 2025Q2: 83,789 shares; 2025Q3: 87,327 shares; 2025Q4: 89,184 shares 89,184 $10.7M 0.3% +1,857 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: 25,924 shares; 2024Q4: 26,777 shares; 2025Q1: 27,696 shares; 2025Q2: 29,131 shares; 2025Q3: 30,435 shares; 2025Q4: 31,165 shares 31,165 $10.7M 0.3% +730 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: 173,430 shares; 2024Q4: 164,602 shares; 2025Q1: 160,241 shares; 2025Q2: 173,126 shares; 2025Q3: 162,186 shares; 2025Q4: 154,915 shares 154,915 $10.4M 0.29% -7,271 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: 14,640 shares; 2024Q4: 14,546 shares; 2025Q1: 14,557 shares; 2025Q2: 15,647 shares; 2025Q3: 15,044 shares; 2025Q4: 14,934 shares 14,934 $10.2M 0.28% -110 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: 25,702 shares; 2024Q4: 26,404 shares; 2025Q1: 26,659 shares; 2025Q2: 29,147 shares; 2025Q3: 30,483 shares; 2025Q4: 31,015 shares 31,015 $10.2M 0.28% +532 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: 67,584 shares; 2024Q4: 66,446 shares; 2025Q1: 69,191 shares; 2025Q2: 71,089 shares; 2025Q3: 68,374 shares; 2025Q4: 70,271 shares 70,271 $10.1M 0.28% +1,897 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: 43,123 shares; 2024Q4: 43,238 shares; 2025Q1: 44,955 shares; 2025Q2: 47,269 shares; 2025Q3: 48,897 shares; 2025Q4: 48,455 shares 48,455 $10M 0.28% -442 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: 57,435 shares; 2024Q4: 57,810 shares; 2025Q1: 59,090 shares; 2025Q2: 61,347 shares; 2025Q3: 64,526 shares; 2025Q4: 64,859 shares 64,859 $9.89M 0.28% +333 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: 44,111 shares; 2024Q4: 42,318 shares; 2025Q1: 46,340 shares; 2025Q2: 56,355 shares; 2025Q3: 54,309 shares; 2025Q4: 53,313 shares 53,313 $9.46M 0.26% -996 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: 11,410 shares; 2024Q4: 11,745 shares; 2025Q1: 12,574 shares; 2025Q2: 12,706 shares; 2025Q3: 19,324 shares; 2025Q4: 19,268 shares 19,268 $9.32M 0.26% -56 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,989 shares; 2025Q1: 84,092 shares; 2025Q2: 94,830 shares; 2025Q3: 91,636 shares; 2025Q4: 91,082 shares 91,082 $9.26M 0.26% -554 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: 10,409 shares; 2024Q4: 10,700 shares; 2025Q1: 10,051 shares; 2025Q2: 4,373 shares; 2025Q3: 4,727 shares; 2025Q4: 10,692 shares 10,692 $9.22M 0.26% +5,965 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: 191,683 shares; 2024Q4: 194,656 shares; 2025Q1: 202,605 shares; 2025Q2: 201,747 shares; 2025Q3: 213,828 shares; 2025Q4: 221,191 shares 221,191 $9.01M 0.25% +7,363 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: 48,837 shares; 2024Q4: 48,292 shares; 2025Q1: 53,689 shares; 2025Q2: 55,787 shares; 2025Q3: 56,271 shares; 2025Q4: 62,583 shares 62,583 $8.98M 0.25% +6,312 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: 45,342 shares; 2024Q4: 46,617 shares; 2025Q1: 48,091 shares; 2025Q2: 49,239 shares; 2025Q3: 50,976 shares; 2025Q4: 51,577 shares 51,577 $8.95M 0.25% +601 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,355 shares; 2024Q4: 328,858 shares; 2025Q1: 329,849 shares; 2025Q2: 342,410 shares; 2025Q3: 197,643 shares; 2025Q4: 167,591 shares 167,591 $8.57M 0.24% -30,052 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,519 shares; 2024Q4: 112,307 shares; 2025Q1: 119,042 shares; 2025Q2: 115,761 shares; 2025Q3: 110,623 shares; 2025Q4: 107,148 shares 107,148 $8.34M 0.23% -3,475 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,564 shares; 2024Q4: 102,397 shares; 2025Q1: 92,538 shares; 2025Q2: 90,385 shares; 2025Q3: 84,813 shares; 2025Q4: 80,970 shares 80,970 $8.09M 0.23% -3,843 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: 21,374 shares; 2024Q4: 21,337 shares; 2025Q1: 23,114 shares; 2025Q2: 25,052 shares; 2025Q3: 25,760 shares; 2025Q4: 25,501 shares 25,501 $7.98M 0.22% -259 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: 47,044 shares; 2024Q4: 44,064 shares; 2025Q1: 43,670 shares; 2025Q2: 42,269 shares; 2025Q3: 41,878 shares; 2025Q4: 41,116 shares 41,116 $7.85M 0.22% -762 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,284 shares; 2024Q4: 178,929 shares; 2025Q1: 172,652 shares; 2025Q2: 167,859 shares; 2025Q3: 155,575 shares; 2025Q4: 148,443 shares 148,443 $7.47M 0.21% -7,132 Timeline JPEM 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: 116,574 shares; 2024Q4: 120,198 shares; 2025Q1: 117,279 shares; 2025Q2: 121,290 shares; 2025Q3: 124,688 shares; 2025Q4: 122,545 shares 122,545 $7.44M 0.21% -2,143 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: 9,737 shares; 2024Q4: 9,706 shares; 2025Q1: 10,267 shares; 2025Q2: 10,607 shares; 2025Q3: 11,729 shares; 2025Q4: 12,017 shares 12,017 $7.38M 0.21% +288 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: 53,490 shares; 2024Q4: 54,385 shares; 2025Q1: 52,214 shares; 2025Q2: 51,159 shares; 2025Q3: 52,629 shares; 2025Q4: 51,481 shares 51,481 $7.38M 0.21% -1,148 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: 41,747 shares; 2024Q4: 42,371 shares; 2025Q1: 44,800 shares; 2025Q2: 45,440 shares; 2025Q3: 45,916 shares; 2025Q4: 45,257 shares 45,257 $7.37M 0.21% -659 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: 16,167 shares; 2024Q4: 15,449 shares; 2025Q1: 14,225 shares; 2025Q2: 14,340 shares; 2025Q3: 14,137 shares; 2025Q4: 14,572 shares 14,572 $7.32M 0.2% +435 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: 13,607 shares; 2024Q4: 14,453 shares; 2025Q1: 14,614 shares; 2025Q2: 15,518 shares; 2025Q3: 15,902 shares; 2025Q4: 16,002 shares 16,002 $7.2M 0.2% +100 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: 92,896 shares; 2024Q4: 87,153 shares; 2025Q1: 93,285 shares; 2025Q2: 102,944 shares; 2025Q3: 102,565 shares; 2025Q4: 96,063 shares 96,063 $6.86M 0.19% -6,502 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: 112,336 shares; 2024Q4: 114,908 shares; 2025Q1: 110,348 shares; 2025Q2: 117,757 shares; 2025Q3: 115,156 shares; 2025Q4: 117,022 shares 117,022 $6.75M 0.19% +1,866 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: 3,633 shares; 2024Q4: 4,804 shares; 2025Q1: 5,342 shares; 2025Q2: 5,574 shares; 2025Q3: 6,037 shares; 2025Q4: 6,054 shares 6,054 $6.51M 0.18% +17 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: 266,017 shares; 2024Q4: 247,607 shares; 2025Q1: 259,725 shares; 2025Q2: 308,603 shares; 2025Q3: 241,576 shares; 2025Q4: 253,886 shares 253,886 $6.32M 0.18% +12,310 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,009 shares; 2025Q1: 6,023 shares; 2025Q2: 6,109 shares; 2025Q3: 5,826 shares; 2025Q4: 5,848 shares 5,848 $6.26M 0.18% +22 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,524 shares; 2024Q4: 23,533 shares; 2025Q1: 23,775 shares; 2025Q2: 157,679 shares; 2025Q3: 163,165 shares; 2025Q4: 159,807 shares 159,807 $6.25M 0.17% -3,358 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: 116,315 shares; 2024Q4: 116,363 shares; 2025Q1: 108,746 shares; 2025Q2: 111,321 shares; 2025Q3: 111,464 shares; 2025Q4: 111,058 shares 111,058 $6.11M 0.17% -406 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: 37,638 shares; 2024Q4: 38,999 shares; 2025Q1: 42,455 shares; 2025Q2: 47,445 shares; 2025Q3: 47,869 shares; 2025Q4: 59,908 shares 59,908 $5.94M 0.17% +12,039 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: 37,986 shares; 2024Q4: 35,083 shares; 2025Q1: 33,834 shares; 2025Q2: 33,398 shares; 2025Q3: 32,165 shares; 2025Q4: 32,115 shares 32,115 $5.82M 0.16% -50 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,204 shares; 2024Q4: 62,269 shares; 2025Q1: 61,693 shares; 2025Q2: 61,145 shares; 2025Q3: 59,171 shares; 2025Q4: 52,220 shares 52,220 $5.57M 0.16% -6,951 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: 18,673 shares; 2024Q4: 19,152 shares; 2025Q1: 18,968 shares; 2025Q2: 18,701 shares; 2025Q3: 18,140 shares; 2025Q4: 18,039 shares 18,039 $5.51M 0.15% -101 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: 353,799 shares 353,799 $5.31M 0.15% new 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: 101,751 shares; 2024Q4: 101,526 shares; 2025Q1: 82,004 shares; 2025Q2: 85,863 shares; 2025Q3: 90,148 shares; 2025Q4: 91,510 shares 91,510 $4.88M 0.14% +1,362 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: 5,198 shares; 2024Q4: 5,048 shares; 2025Q1: 5,356 shares; 2025Q2: 5,981 shares; 2025Q3: 7,372 shares; 2025Q4: 6,551 shares 6,551 $4.32M 0.12% -821 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: 32,328 shares; 2024Q4: 33,457 shares; 2025Q1: 35,394 shares; 2025Q2: 36,702 shares; 2025Q3: 37,999 shares; 2025Q4: 40,460 shares 40,460 $4.25M 0.12% +2,461 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: 7,811 shares; 2024Q4: 8,795 shares; 2025Q1: 9,576 shares; 2025Q2: 10,192 shares; 2025Q3: 11,277 shares; 2025Q4: 11,909 shares 11,909 $4.18M 0.12% +632 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,951 shares; 2024Q4: 689,311 shares; 2025Q1: 692,332 shares; 2025Q2: 1,320,615 shares; 2025Q3: 190,275 shares; 2025Q4: 171,499 shares 171,499 $4.17M 0.12% -18,776 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: 25,356 shares; 2024Q4: 25,126 shares; 2025Q1: 24,364 shares; 2025Q2: 24,167 shares; 2025Q3: 24,130 shares; 2025Q4: 23,779 shares 23,779 $4.07M 0.11% -351 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: 61,656 shares; 2024Q4: 63,361 shares; 2025Q1: 56,877 shares; 2025Q2: 60,419 shares; 2025Q3: 69,478 shares; 2025Q4: 74,548 shares 74,548 $4.02M 0.11% +5,070 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,847 shares; 2025Q1: 4,091 shares; 2025Q2: 4,091 shares; 2025Q3: 4,091 shares; 2025Q4: 7,176 shares 7,176 $3.97M 0.11% +3,085 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: 6,502 shares; 2024Q4: 6,267 shares; 2025Q1: 6,406 shares; 2025Q2: 6,422 shares; 2025Q3: 6,336 shares; 2025Q4: 6,849 shares 6,849 $3.92M 0.11% +513 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,400 shares; 2025Q1: 16,736 shares; 2025Q2: 17,928 shares; 2025Q3: 19,013 shares; 2025Q4: 19,361 shares 19,361 $3.9M 0.11% +348 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,678 shares; 2024Q4: 55,695 shares; 2025Q1: 68,632 shares; 2025Q2: 94,968 shares; 2025Q3: 90,609 shares; 2025Q4: 91,338 shares 91,338 $3.71M 0.1% +729 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: 20,090 shares; 2024Q4: 20,519 shares; 2025Q1: 17,562 shares; 2025Q2: 18,393 shares; 2025Q3: 17,959 shares; 2025Q4: 19,021 shares 19,021 $3.71M 0.1% +1,062 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: 76,392 shares; 2024Q4: 74,866 shares; 2025Q1: 74,401 shares; 2025Q2: 73,270 shares; 2025Q3: 72,619 shares; 2025Q4: 66,818 shares 66,818 $3.66M 0.1% -5,801 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: 7,459 shares; 2024Q4: 10,702 shares; 2025Q1: 10,745 shares; 2025Q2: 10,518 shares; 2025Q3: 10,864 shares; 2025Q4: 10,834 shares 10,834 $3.63M 0.1% -30 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: 45,718 shares; 2024Q4: 45,744 shares; 2025Q1: 45,768 shares; 2025Q2: 45,766 shares; 2025Q3: 44,968 shares; 2025Q4: 44,969 shares 44,969 $3.61M 0.1% +1 Timeline VLUE 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: 14,563 shares; 2024Q4: 12,520 shares; 2025Q1: 12,521 shares; 2025Q2: 29,974 shares; 2025Q3: 29,094 shares; 2025Q4: 25,669 shares 25,669 $3.51M 0.1% -3,425 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: 33,854 shares; 2024Q4: 34,533 shares; 2025Q1: 31,572 shares; 2025Q2: 29,007 shares; 2025Q3: 28,796 shares; 2025Q4: 30,978 shares 30,978 $3.45M 0.1% +2,182 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: 37,084 shares; 2024Q4: 38,619 shares; 2025Q1: 38,337 shares; 2025Q2: 40,259 shares; 2025Q3: 39,516 shares; 2025Q4: 38,836 shares 38,836 $3.39M 0.09% -680 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,196 shares; 2025Q1: 33,647 shares; 2025Q2: 36,241 shares; 2025Q3: 39,193 shares; 2025Q4: 45,466 shares 45,466 $3.34M 0.09% +6,273 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,450 shares; 2025Q4: 168,368 shares 168,368 $3.28M 0.09% +149,918 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: 18,811 shares; 2024Q4: 18,040 shares; 2025Q1: 17,970 shares; 2025Q2: 17,859 shares; 2025Q3: 17,802 shares; 2025Q4: 15,154 shares 15,154 $3.21M 0.09% -2,648 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,587 shares; 2024Q4: 36,110 shares; 2025Q1: 35,998 shares; 2025Q2: 35,998 shares; 2025Q3: 35,998 shares; 2025Q4: 35,389 shares 35,389 $3.12M 0.09% -609 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: 8,853 shares; 2024Q4: 8,855 shares; 2025Q1: 8,774 shares; 2025Q2: 10,651 shares; 2025Q3: 9,895 shares; 2025Q4: 21,648 shares 21,648 $3.12M 0.09% +11,753 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: 21,279 shares; 2024Q4: 20,307 shares; 2025Q1: 20,092 shares; 2025Q2: 20,033 shares; 2025Q3: 19,989 shares; 2025Q4: 19,982 shares 19,982 $3.07M 0.09% -7 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: 8,829 shares; 2024Q4: 9,001 shares; 2025Q1: 9,192 shares; 2025Q2: 9,682 shares; 2025Q3: 9,550 shares; 2025Q4: 9,734 shares 9,734 $3.05M 0.09% +184 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: 5,443 shares; 2024Q4: 6,250 shares; 2025Q1: 6,651 shares; 2025Q2: 7,193 shares; 2025Q3: 5,204 shares; 2025Q4: 5,066 shares 5,066 $2.94M 0.08% -138 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: 6,681 shares; 2024Q4: 6,958 shares; 2025Q1: 6,396 shares; 2025Q2: 6,547 shares; 2025Q3: 6,595 shares; 2025Q4: 7,369 shares 7,369 $2.92M 0.08% +774 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: 33,439 shares; 2024Q4: 33,336 shares; 2025Q1: 32,435 shares; 2025Q2: 31,970 shares; 2025Q3: 31,215 shares; 2025Q4: 30,991 shares 30,991 $2.9M 0.08% -224 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: 55,198 shares; 2024Q4: 51,330 shares; 2025Q1: 50,647 shares; 2025Q2: 50,138 shares; 2025Q3: 46,402 shares; 2025Q4: 45,243 shares 45,243 $2.83M 0.08% -1,159 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: 15,812 shares; 2024Q4: 18,945 shares; 2025Q1: 32,583 shares; 2025Q2: 38,783 shares; 2025Q3: 38,681 shares; 2025Q4: 37,914 shares 37,914 $2.81M 0.08% -767 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: 19,320 shares; 2024Q4: 20,257 shares; 2025Q1: 22,261 shares; 2025Q2: 23,385 shares; 2025Q3: 25,106 shares; 2025Q4: 26,841 shares 26,841 $2.71M 0.08% +1,735 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: 7,548 shares; 2024Q4: 9,375 shares; 2025Q1: 11,464 shares; 2025Q2: 12,576 shares; 2025Q3: 12,139 shares; 2025Q4: 12,057 shares 12,057 $2.58M 0.07% -82 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: 24,354 shares; 2024Q4: 24,975 shares; 2025Q1: 23,838 shares; 2025Q2: 23,801 shares; 2025Q3: 23,931 shares; 2025Q4: 19,264 shares 19,264 $2.41M 0.07% -4,667 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: 3,377 shares; 2024Q4: 3,276 shares; 2025Q1: 3,379 shares; 2025Q2: 3,712 shares; 2025Q3: 3,828 shares; 2025Q4: 3,775 shares 3,775 $2.37M 0.07% -53 Timeline DHS 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: 25,975 shares; 2024Q4: 24,241 shares; 2025Q1: 23,980 shares; 2025Q2: 23,459 shares; 2025Q3: 22,815 shares; 2025Q4: 22,580 shares 22,580 $2.3M 0.06% -235 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: 10,130 shares; 2024Q4: 10,124 shares; 2025Q1: 9,004 shares; 2025Q2: 9,206 shares; 2025Q3: 8,902 shares; 2025Q4: 8,899 shares 8,899 $2.29M 0.06% -3 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: 15,550 shares; 2024Q4: 23,132 shares; 2025Q1: 34,854 shares; 2025Q2: 60,234 shares; 2025Q3: 57,900 shares; 2025Q4: 55,413 shares 55,413 $2.19M 0.06% -2,487 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: 10,575 shares; 2024Q4: 10,551 shares; 2025Q1: 10,410 shares; 2025Q2: 10,410 shares; 2025Q3: 9,941 shares; 2025Q4: 9,925 shares 9,925 $2.09M 0.06% -16 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,831 shares; 2025Q1: 10,412 shares; 2025Q2: 11,939 shares; 2025Q3: 11,813 shares; 2025Q4: 11,738 shares 11,738 $2.01M 0.06% -75 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: 3,685 shares; 2024Q4: 3,935 shares; 2025Q1: 3,677 shares; 2025Q2: 4,329 shares; 2025Q3: 5,801 shares; 2025Q4: 5,979 shares 5,979 $1.97M 0.06% +178 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,076 shares; 2024Q4: 95,866 shares; 2025Q1: 79,481 shares; 2025Q2: 79,504 shares; 2025Q3: 77,828 shares; 2025Q4: 77,596 shares 77,596 $1.95M 0.05% -232 Timeline PGX 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: 257,055 shares; 2024Q4: 260,598 shares; 2025Q1: 257,400 shares; 2025Q2: 210,558 shares; 2025Q3: 174,742 shares; 2025Q4: 170,293 shares 170,293 $1.91M 0.05% -4,449 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: 24,303 shares; 2024Q4: 23,810 shares; 2025Q1: 22,183 shares; 2025Q2: 21,457 shares; 2025Q3: 21,277 shares; 2025Q4: 19,617 shares 19,617 $1.9M 0.05% -1,660 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,399 shares; 2024Q4: 43,586 shares; 2025Q1: 40,769 shares; 2025Q2: 38,196 shares; 2025Q3: 34,754 shares; 2025Q4: 32,884 shares 32,884 $1.89M 0.05% -1,870 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: 18,340 shares; 2024Q4: 18,149 shares; 2025Q1: 17,067 shares; 2025Q2: 16,456 shares; 2025Q3: 14,779 shares; 2025Q4: 14,388 shares 14,388 $1.86M 0.05% -391 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,324 shares; 2024Q4: 29,324 shares; 2025Q1: 26,073 shares; 2025Q2: 26,014 shares; 2025Q3: 25,562 shares; 2025Q4: 28,148 shares 28,148 $1.83M 0.05% +2,586 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,224 shares; 2025Q1: 3,483 shares; 2025Q2: 3,765 shares; 2025Q3: 4,122 shares; 2025Q4: 4,286 shares 4,286 $1.83M 0.05% +164 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,671 shares; 2024Q4: 32,814 shares; 2025Q1: 29,108 shares; 2025Q2: 29,150 shares; 2025Q3: 29,193 shares; 2025Q4: 25,817 shares 25,817 $1.79M 0.05% -3,376 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: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 2,018 shares; 2025Q4: 2,010 shares 2,010 $1.77M 0.05% -8 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: 21,819 shares; 2024Q4: 21,816 shares; 2025Q1: 20,946 shares; 2025Q2: 20,689 shares; 2025Q3: 19,464 shares; 2025Q4: 19,605 shares 19,605 $1.76M 0.05% +141 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: 2,462 shares; 2024Q4: 2,777 shares; 2025Q1: 2,963 shares; 2025Q2: 3,512 shares; 2025Q3: 4,533 shares; 2025Q4: 5,012 shares 5,012 $1.75M 0.05% +479 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: 10,893 shares; 2024Q4: 11,778 shares; 2025Q1: 11,394 shares; 2025Q2: 10,771 shares; 2025Q3: 10,818 shares; 2025Q4: 10,930 shares 10,930 $1.75M 0.05% +112 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,256 shares; 2024Q4: 43,593 shares; 2025Q1: 24,742 shares; 2025Q2: 98,311 shares; 2025Q3: 98,568 shares; 2025Q4: 95,264 shares 95,264 $1.74M 0.05% -3,304 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: 7,216 shares; 2024Q4: 7,192 shares; 2025Q1: 6,848 shares; 2025Q2: 7,050 shares; 2025Q3: 7,061 shares; 2025Q4: 6,995 shares 6,995 $1.72M 0.05% -66 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,158 shares; 2025Q1: 3,763 shares; 2025Q2: 3,428 shares; 2025Q3: 3,510 shares; 2025Q4: 2,258 shares 2,258 $1.7M 0.05% -1,252 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: 8,003 shares; 2024Q4: 7,877 shares; 2025Q1: 7,563 shares; 2025Q2: 7,935 shares; 2025Q3: 7,927 shares; 2025Q4: 7,869 shares 7,869 $1.67M 0.05% -58 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: 3,414 shares; 2024Q4: 3,630 shares; 2025Q1: 4,176 shares; 2025Q2: 4,771 shares; 2025Q3: 6,051 shares; 2025Q4: 6,239 shares 6,239 $1.65M 0.05% +188 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares; 2025Q4: 11,775 shares 11,775 $1.64M 0.05% -465 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,717 shares; 2024Q4: 48,473 shares; 2025Q1: 48,473 shares; 2025Q2: 48,473 shares; 2025Q3: 48,473 shares; 2025Q4: 48,357 shares 48,357 $1.61M 0.04% -116 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: not reported; 2024Q4: 2,980 shares; 2025Q1: 3,165 shares; 2025Q2: 3,338 shares; 2025Q3: 8,872 shares; 2025Q4: 9,032 shares 9,032 $1.61M 0.04% +160 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: 224 shares; 2024Q4: 223 shares; 2025Q1: 236 shares; 2025Q2: 266 shares; 2025Q3: 278 shares; 2025Q4: 299 shares 299 $1.6M 0.04% +21 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,283 shares; 2025Q1: 5,275 shares; 2025Q2: 4,415 shares; 2025Q3: 4,392 shares; 2025Q4: 4,118 shares 4,118 $1.6M 0.04% -274 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: 2,000 shares; 2024Q4: 2,001 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,915 shares; 2025Q4: 1,916 shares 1,916 $1.57M 0.04% +1 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: 1,193 shares; 2024Q4: 1,318 shares; 2025Q1: 1,513 shares; 2025Q2: 1,429 shares; 2025Q3: 1,499 shares; 2025Q4: 16,158 shares 16,158 $1.51M 0.04% +14,659 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 1 shares; 2025Q4: 2 shares 2 $1.51M 0.04% +1 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: 18,671 shares; 2024Q4: 18,686 shares; 2025Q1: 18,351 shares; 2025Q2: 17,718 shares; 2025Q3: 18,499 shares; 2025Q4: 18,434 shares 18,434 $1.48M 0.04% -65 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,940 shares; 2024Q4: 30,940 shares; 2025Q1: 31,127 shares; 2025Q2: 31,127 shares; 2025Q3: 31,127 shares; 2025Q4: 31,127 shares 31,127 $1.46M 0.04% 0 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,746 shares; 2024Q4: 17,746 shares; 2025Q1: 16,640 shares; 2025Q2: 16,640 shares; 2025Q3: 16,640 shares; 2025Q4: 16,640 shares 16,640 $1.44M 0.04% 0 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: 8,637 shares; 2024Q4: 8,530 shares; 2025Q1: 10,254 shares; 2025Q2: 10,263 shares; 2025Q3: 10,270 shares; 2025Q4: 10,279 shares 10,279 $1.43M 0.04% +9 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: 1,468 shares; 2024Q4: 1,642 shares; 2025Q1: 1,680 shares; 2025Q2: 1,848 shares; 2025Q3: 2,093 shares; 2025Q4: 2,498 shares 2,498 $1.43M 0.04% +405 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: 15,740 shares; 2024Q4: 16,190 shares; 2025Q1: 14,204 shares; 2025Q2: 13,811 shares; 2025Q3: 12,110 shares; 2025Q4: 11,587 shares 11,587 $1.42M 0.04% -523 Timeline SCHB 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: 20,979 shares; 2024Q4: 61,417 shares; 2025Q1: 59,131 shares; 2025Q2: 59,087 shares; 2025Q3: 54,012 shares; 2025Q4: 53,540 shares 53,540 $1.4M 0.04% -472 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: 6,785 shares; 2024Q4: 7,361 shares; 2025Q1: 7,569 shares; 2025Q2: 7,598 shares; 2025Q3: 6,676 shares; 2025Q4: 7,422 shares 7,422 $1.36M 0.04% +746 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: 23,018 shares; 2024Q4: 23,348 shares; 2025Q1: 25,396 shares; 2025Q2: 35,618 shares; 2025Q3: 41,044 shares; 2025Q4: 42,070 shares 42,070 $1.35M 0.04% +1,026 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: 50,504 shares; 2024Q4: 47,255 shares; 2025Q1: 45,663 shares; 2025Q2: 54,847 shares; 2025Q3: 51,979 shares; 2025Q4: 53,575 shares 53,575 $1.33M 0.04% +1,596 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,092 shares; 2025Q1: 59,926 shares; 2025Q2: 57,909 shares; 2025Q3: 57,909 shares; 2025Q4: 57,906 shares 57,906 $1.32M 0.04% -3 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: 13,266 shares; 2024Q4: 13,123 shares; 2025Q1: not reported; 2025Q2: 29,247 shares; 2025Q3: 29,432 shares; 2025Q4: 28,192 shares 28,192 $1.31M 0.04% -1,240 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: 9,311 shares; 2024Q4: 8,629 shares; 2025Q1: 9,020 shares; 2025Q2: 8,663 shares; 2025Q3: 8,519 shares; 2025Q4: 8,141 shares 8,141 $1.3M 0.04% -378 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: 10,285 shares; 2024Q4: 10,439 shares; 2025Q1: 10,548 shares; 2025Q2: 10,617 shares; 2025Q3: 9,973 shares; 2025Q4: 9,764 shares 9,764 $1.3M 0.04% -209 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: 4,510 shares; 2024Q4: 4,538 shares; 2025Q1: 3,859 shares; 2025Q2: 3,792 shares; 2025Q3: 1,737 shares; 2025Q4: 1,886 shares 1,886 $1.29M 0.04% +149 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: 876 shares; 2024Q4: 890 shares; 2025Q1: 946 shares; 2025Q2: 1,033 shares; 2025Q3: 1,475 shares; 2025Q4: 8,245 shares 8,245 $1.26M 0.04% +6,770 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: 2,640 shares; 2024Q4: 2,973 shares; 2025Q1: 3,476 shares; 2025Q2: 4,161 shares; 2025Q3: 4,550 shares; 2025Q4: 4,698 shares 4,698 $1.26M 0.04% +148 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: not reported; 2024Q4: not reported; 2025Q1: 7,579 shares; 2025Q2: 9,731 shares; 2025Q3: 13,598 shares; 2025Q4: 15,404 shares 15,404 $1.26M 0.04% +1,806 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: 20,715 shares; 2024Q4: 20,715 shares; 2025Q1: 20,270 shares; 2025Q2: 21,026 shares; 2025Q3: 19,939 shares; 2025Q4: 14,732 shares 14,732 $1.25M 0.03% -5,207 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: 19,808 shares; 2024Q4: 20,625 shares; 2025Q1: 20,293 shares; 2025Q2: 20,001 shares; 2025Q3: 21,838 shares; 2025Q4: 17,927 shares 17,927 $1.18M 0.03% -3,911 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,906 shares; 2024Q4: 28,906 shares; 2025Q1: 28,906 shares; 2025Q2: 28,906 shares; 2025Q3: 15,830 shares; 2025Q4: 15,830 shares 15,830 $1.17M 0.03% 0 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: 13,141 shares; 2024Q4: 13,117 shares; 2025Q1: 12,656 shares; 2025Q2: 12,643 shares; 2025Q3: 12,519 shares; 2025Q4: 12,587 shares 12,587 $1.16M 0.03% +68 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: 11,656 shares; 2024Q4: 11,857 shares; 2025Q1: 12,926 shares; 2025Q2: 13,085 shares; 2025Q3: 13,321 shares; 2025Q4: 11,891 shares 11,891 $1.16M 0.03% -1,430 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 32,567 shares; 2025Q1: 31,867 shares; 2025Q2: 29,293 shares; 2025Q3: 43,173 shares; 2025Q4: 42,715 shares 42,715 $1.15M 0.03% -458 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: 2,900 shares; 2024Q4: 2,953 shares; 2025Q1: 2,696 shares; 2025Q2: 2,817 shares; 2025Q3: 2,757 shares; 2025Q4: 2,352 shares 2,352 $1.15M 0.03% -405 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: 5,688 shares; 2024Q4: 5,022 shares; 2025Q1: 5,028 shares; 2025Q2: 4,971 shares; 2025Q3: 5,119 shares; 2025Q4: 4,830 shares 4,830 $1.12M 0.03% -289 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: 962 shares; 2024Q4: 1,051 shares; 2025Q1: 1,152 shares; 2025Q2: 1,445 shares; 2025Q3: 1,868 shares; 2025Q4: 1,950 shares 1,950 $1.1M 0.03% +82 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,398 shares; 2025Q2: 8,453 shares; 2025Q3: 10,366 shares; 2025Q4: 12,701 shares 12,701 $1.09M 0.03% +2,335 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,043 shares; 2025Q1: 1,855 shares; 2025Q2: 1,571 shares; 2025Q3: 1,993 shares; 2025Q4: 1,805 shares 1,805 $1.09M 0.03% -188 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,266 shares; 2024Q4: 9,769 shares; 2025Q1: 8,237 shares; 2025Q2: 13,461 shares; 2025Q3: 13,455 shares; 2025Q4: 13,329 shares 13,329 $1.07M 0.03% -126 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: 14,957 shares; 2024Q4: 14,788 shares; 2025Q1: 14,788 shares; 2025Q2: 14,781 shares; 2025Q3: 14,777 shares; 2025Q4: 11,166 shares 11,166 $1.07M 0.03% -3,611 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: 40,593 shares; 2024Q4: 38,140 shares; 2025Q1: 33,413 shares; 2025Q2: 81,569 shares; 2025Q3: 81,798 shares; 2025Q4: 81,586 shares 81,586 $1.07M 0.03% -212 Timeline DFAX 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: 82,569 shares; 2024Q4: 71,465 shares; 2025Q1: 73,161 shares; 2025Q2: 62,443 shares; 2025Q3: 44,290 shares; 2025Q4: 32,306 shares 32,306 $1.06M 0.03% -11,984 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: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,665 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,668 shares 2,668 $1.04M 0.03% +13 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 9,137 shares; 2025Q1: 9,120 shares; 2025Q2: 9,119 shares; 2025Q3: 9,076 shares; 2025Q4: 9,057 shares 9,057 $1.03M 0.03% -19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,012 shares; 2025Q1: 1,178 shares; 2025Q2: 1,273 shares; 2025Q3: 1,387 shares; 2025Q4: 1,549 shares 1,549 $1.03M 0.03% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,175 shares 2,175 $1.02M 0.03% +202 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,320 shares; 2024Q4: 96,372 shares; 2025Q1: 6,693 shares; 2025Q2: 7,483 shares; 2025Q3: 5,849 shares; 2025Q4: 6,201 shares 6,201 $997K 0.03% +352 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: 10,561 shares; 2024Q4: 11,765 shares; 2025Q1: 10,450 shares; 2025Q2: 10,589 shares; 2025Q3: 10,594 shares; 2025Q4: 10,675 shares 10,675 $995K 0.03% +81 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 24,124 shares; 2025Q1: 23,008 shares; 2025Q2: 17,322 shares; 2025Q3: 16,841 shares; 2025Q4: 16,469 shares 16,469 $991K 0.03% -372 Timeline DFUV 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: 36,572 shares; 2024Q4: 36,572 shares; 2025Q1: 37,536 shares; 2025Q2: 36,737 shares; 2025Q3: 21,142 shares; 2025Q4: 21,142 shares 21,142 $985K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 4,212 shares; 2025Q3: 4,841 shares; 2025Q4: 5,211 shares 5,211 $960K 0.03% +370 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: 2,721 shares; 2024Q4: 2,519 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,538 shares; 2025Q4: 2,545 shares 2,545 $942K 0.03% +7 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: 3,861 shares; 2024Q4: 3,987 shares; 2025Q1: 3,357 shares; 2025Q2: 3,098 shares; 2025Q3: 2,805 shares; 2025Q4: 2,773 shares 2,773 $934K 0.03% -32 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: 12,766 shares; 2024Q4: 12,449 shares; 2025Q1: 12,318 shares; 2025Q2: 11,026 shares; 2025Q3: 8,281 shares; 2025Q4: 8,226 shares 8,226 $929K 0.03% -55 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 25,801 shares; 2025Q1: 25,147 shares; 2025Q2: 25,851 shares; 2025Q3: 34,351 shares; 2025Q4: 32,151 shares 32,151 $916K 0.03% -2,200 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: 4,293 shares; 2024Q4: 4,336 shares; 2025Q1: 4,210 shares; 2025Q2: 4,165 shares; 2025Q3: 4,270 shares; 2025Q4: 4,174 shares 4,174 $906K 0.03% -96 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: 9,277 shares; 2024Q4: 8,964 shares; 2025Q1: 8,672 shares; 2025Q2: 8,502 shares; 2025Q3: 8,028 shares; 2025Q4: 7,714 shares 7,714 $904K 0.03% -314 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: 2,135 shares; 2024Q4: 6,724 shares; 2025Q1: 9,018 shares; 2025Q2: 2,421 shares; 2025Q3: 6,380 shares; 2025Q4: 3,085 shares 3,085 $888K 0.02% -3,295 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 4,801 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares 4,801 $886K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,585 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares; 2025Q4: 14,585 shares 14,585 $881K 0.02% 0 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: 3,062 shares; 2024Q4: 2,871 shares; 2025Q1: 2,701 shares; 2025Q2: 2,688 shares; 2025Q3: 2,627 shares; 2025Q4: 2,885 shares 2,885 $877K 0.02% +258 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: 1,946 shares; 2024Q4: 2,572 shares; 2025Q1: 2,440 shares; 2025Q2: 3,860 shares; 2025Q3: 3,781 shares; 2025Q4: 3,815 shares 3,815 $873K 0.02% +34 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: 15,366 shares; 2024Q4: 15,889 shares; 2025Q1: 6,005 shares; 2025Q2: 5,697 shares; 2025Q3: 5,517 shares; 2025Q4: 3,303 shares 3,303 $850K 0.02% -2,214 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,921 shares; 2024Q4: 21,921 shares; 2025Q1: 21,921 shares; 2025Q2: 17,599 shares; 2025Q3: 17,599 shares; 2025Q4: 17,599 shares 17,599 $845K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,718 shares; 2025Q2: 5,482 shares; 2025Q3: 5,507 shares; 2025Q4: 6,256 shares 6,256 $835K 0.02% +749 Timeline ICOW 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: 22,714 shares; 2024Q4: 22,382 shares; 2025Q1: 21,947 shares; 2025Q2: 21,953 shares; 2025Q3: 21,303 shares; 2025Q4: 21,306 shares 21,306 $824K 0.02% +3 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: 10,424 shares; 2024Q4: 10,283 shares; 2025Q1: 6,544 shares; 2025Q2: 6,793 shares; 2025Q3: 7,798 shares; 2025Q4: 7,060 shares 7,060 $803K 0.02% -738 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 6,365 shares; 2025Q1: 6,423 shares; 2025Q2: 6,402 shares; 2025Q3: 7,543 shares; 2025Q4: 7,616 shares 7,616 $803K 0.02% +73 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 6,683 shares; 2025Q1: 6,683 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,584 shares 6,584 $796K 0.02% -99 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: 11,925 shares; 2024Q4: 12,026 shares; 2025Q1: 29,228 shares; 2025Q2: 10,573 shares; 2025Q3: 11,617 shares; 2025Q4: 12,155 shares 12,155 $783K 0.02% +538 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,471 shares; 2025Q3: 13,421 shares; 2025Q4: 13,021 shares 13,021 $765K 0.02% -400 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,834 shares; 2025Q2: 2,836 shares; 2025Q3: 2,163 shares; 2025Q4: 1,715 shares 1,715 $762K 0.02% -448 Timeline IWV 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: 1,947 shares; 2024Q4: 1,949 shares; 2025Q1: 1,952 shares; 2025Q2: 1,954 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares 1,959 $758K 0.02% +2 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 2,588 shares; 2025Q1: 2,712 shares; 2025Q2: 2,895 shares; 2025Q3: 2,976 shares; 2025Q4: 3,830 shares 3,830 $742K 0.02% +854 Timeline EXI 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: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 4,206 shares; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares 4,206 $737K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,032 shares; 2025Q1: 2,021 shares; 2025Q2: 2,111 shares; 2025Q3: 2,077 shares; 2025Q4: 2,092 shares 2,092 $735K 0.02% +15 Timeline IBDR 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: 29,605 shares; 2024Q4: 28,561 shares; 2025Q1: 29,188 shares; 2025Q2: 29,182 shares; 2025Q3: 29,181 shares; 2025Q4: 29,178 shares 29,178 $707K 0.02% -3 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: 2,666 shares; 2024Q4: 2,450 shares; 2025Q1: 2,476 shares; 2025Q2: 2,477 shares; 2025Q3: 2,437 shares; 2025Q4: 2,412 shares 2,412 $700K 0.02% -25 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares 6,550 $692K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,329 shares; 2025Q1: 3,657 shares; 2025Q2: 3,673 shares; 2025Q3: 3,048 shares; 2025Q4: 3,055 shares 3,055 $671K 0.02% +7 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 15,450 shares; 2025Q1: 15,995 shares; 2025Q2: 14,964 shares; 2025Q3: 15,042 shares; 2025Q4: 15,049 shares 15,049 $669K 0.02% +7 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,218 shares 3,218 $660K 0.02% +3 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: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares 3,296 $658K 0.02% 0 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: 1,887 shares; 2024Q4: 1,334 shares; 2025Q1: 1,642 shares; 2025Q2: 2,142 shares; 2025Q3: 2,135 shares; 2025Q4: 2,128 shares 2,128 $656K 0.02% -7 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 7,423 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 7,407 shares 7,407 $654K 0.02% 0 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: 2,078 shares; 2024Q4: 2,084 shares; 2025Q1: 2,037 shares; 2025Q2: 2,036 shares; 2025Q3: 2,039 shares; 2025Q4: 2,035 shares 2,035 $648K 0.02% -4 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: 3,392 shares; 2024Q4: 3,441 shares; 2025Q1: 3,457 shares; 2025Q2: 3,372 shares; 2025Q3: 3,312 shares; 2025Q4: 3,309 shares 3,309 $646K 0.02% -3 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,324 shares; 2024Q4: 14,333 shares; 2025Q1: 14,333 shares; 2025Q2: 14,333 shares; 2025Q3: 14,073 shares; 2025Q4: 14,026 shares 14,026 $639K 0.02% -47 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: 2,471 shares; 2024Q4: 3,688 shares; 2025Q1: 4,223 shares; 2025Q2: 3,591 shares; 2025Q3: 6,009 shares; 2025Q4: 14,275 shares 14,275 $638K 0.02% +8,266 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 11,454 shares; 2025Q1: 11,454 shares; 2025Q2: 11,170 shares; 2025Q3: 11,170 shares; 2025Q4: 7,661 shares 7,661 $632K 0.02% -3,509 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,174 shares; 2025Q4: 2,177 shares 2,177 $629K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,857 shares; 2025Q3: 1,941 shares; 2025Q4: 2,160 shares 2,160 $617K 0.02% +219 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,645 shares; 2025Q3: 4,917 shares; 2025Q4: 2,031 shares 2,031 $606K 0.02% -2,886 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: 3,678 shares; 2024Q4: 3,695 shares; 2025Q1: 3,702 shares; 2025Q2: 3,697 shares; 2025Q3: 3,699 shares; 2025Q4: 3,705 shares 3,705 $603K 0.02% +6 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 17,189 shares; 2025Q3: 17,189 shares; 2025Q4: 17,189 shares 17,189 $597K 0.02% 0 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: 2,799 shares; 2024Q4: 2,810 shares; 2025Q1: 2,906 shares; 2025Q2: 2,903 shares; 2025Q3: 2,853 shares; 2025Q4: 2,850 shares 2,850 $595K 0.02% -3 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: 2,163 shares; 2024Q4: 2,237 shares; 2025Q1: 2,182 shares; 2025Q2: 2,163 shares; 2025Q3: 2,164 shares; 2025Q4: 2,039 shares 2,039 $591K 0.02% -125 Timeline CMF 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: 12,196 shares; 2024Q4: 11,616 shares; 2025Q1: 11,521 shares; 2025Q2: 10,266 shares; 2025Q3: 10,478 shares; 2025Q4: 10,267 shares 10,267 $590K 0.02% -211 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: 11,970 shares; 2024Q4: 11,969 shares; 2025Q1: 12,370 shares; 2025Q2: 13,255 shares; 2025Q3: 11,969 shares; 2025Q4: 10,738 shares 10,738 $588K 0.02% -1,231 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 4,298 shares; 2025Q1: 4,330 shares; 2025Q2: 4,283 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares 4,262 $588K 0.02% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 20,154 shares; 2025Q1: 20,154 shares; 2025Q2: 20,154 shares; 2025Q3: 19,052 shares; 2025Q4: 19,052 shares 19,052 $588K 0.02% 0 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: 4,026 shares; 2024Q4: 4,819 shares; 2025Q1: 4,509 shares; 2025Q2: 4,495 shares; 2025Q3: 4,477 shares; 2025Q4: 4,446 shares 4,446 $585K 0.02% -31 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,174 shares; 2025Q1: 2,809 shares; 2025Q2: 4,417 shares; 2025Q3: 7,167 shares; 2025Q4: 2,763 shares 2,763 $584K 0.02% -4,404 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,708 shares; 2025Q3: 12,707 shares; 2025Q4: 12,707 shares 12,707 $581K 0.02% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,235 shares; 2024Q4: 22,741 shares; 2025Q1: 22,741 shares; 2025Q2: 22,741 shares; 2025Q3: 22,741 shares; 2025Q4: 24,529 shares 24,529 $574K 0.02% +1,788 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: not reported; 2024Q4: 1,669 shares; 2025Q1: 2,765 shares; 2025Q2: 2,495 shares; 2025Q3: 7,924 shares; 2025Q4: 4,553 shares 4,553 $573K 0.02% -3,371 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: 1,383 shares; 2024Q4: 1,352 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares 2,179 $562K 0.02% 0 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: 7,167 shares; 2024Q4: 7,147 shares; 2025Q1: 7,166 shares; 2025Q2: 6,986 shares; 2025Q3: 5,856 shares; 2025Q4: 5,848 shares 5,848 $562K 0.02% -8 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: 2,006 shares; 2024Q4: 2,104 shares; 2025Q1: 2,109 shares; 2025Q2: 2,111 shares; 2025Q3: 1,445 shares; 2025Q4: 1,590 shares 1,590 $562K 0.02% +145 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: 28,092 shares; 2024Q4: 28,092 shares; 2025Q1: 30,369 shares; 2025Q2: 31,682 shares; 2025Q3: 34,057 shares; 2025Q4: 33,970 shares 33,970 $560K 0.02% -87 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,213 shares; 2025Q3: 9,213 shares; 2025Q4: 14,953 shares 14,953 $560K 0.02% +5,740 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,453 shares; 2025Q3: 11,397 shares; 2025Q4: 11,567 shares 11,567 $553K 0.02% +170 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: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $553K 0.02% 0 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: 3,276 shares; 2024Q4: 3,233 shares; 2025Q1: 3,180 shares; 2025Q2: 3,120 shares; 2025Q3: 3,079 shares; 2025Q4: 3,098 shares 3,098 $550K 0.02% +19 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,846 shares; 2025Q1: 6,565 shares; 2025Q2: 6,591 shares; 2025Q3: 5,585 shares; 2025Q4: 5,401 shares 5,401 $536K 0.02% -184 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,517 shares; 2025Q1: 3,520 shares; 2025Q2: 6,377 shares; 2025Q3: 4,828 shares; 2025Q4: 4,828 shares 4,828 $532K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,130 shares; 2025Q2: 913 shares; 2025Q3: 786 shares; 2025Q4: 786 shares 786 $530K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,549 shares; 2025Q3: 2,599 shares; 2025Q4: 2,539 shares 2,539 $528K 0.01% -60 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,512 shares; 2025Q1: 12,115 shares; 2025Q2: 12,114 shares; 2025Q3: 11,876 shares; 2025Q4: 11,876 shares 11,876 $527K 0.01% 0 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: 1,843 shares; 2024Q4: 1,721 shares; 2025Q1: 1,800 shares; 2025Q2: 1,792 shares; 2025Q3: 1,798 shares; 2025Q4: 1,792 shares 1,792 $526K 0.01% -6 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: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares 3,546 $500K 0.01% new Timeline BSMS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,189 shares 21,189 $498K 0.01% new Timeline BSMR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,005 shares 21,005 $497K 0.01% new 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: 3,152 shares; 2024Q4: 3,054 shares; 2025Q1: 3,595 shares; 2025Q2: 3,789 shares; 2025Q3: 3,202 shares; 2025Q4: 3,199 shares 3,199 $493K 0.01% -3 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: 30,750 shares; 2024Q4: 28,311 shares; 2025Q1: 17,941 shares; 2025Q2: 13,802 shares; 2025Q3: 12,355 shares; 2025Q4: 13,257 shares 13,257 $489K 0.01% +902 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: 1,747 shares; 2024Q4: 1,761 shares; 2025Q1: 1,881 shares; 2025Q2: 1,851 shares; 2025Q3: 1,855 shares; 2025Q4: 2,027 shares 2,027 $489K 0.01% +172 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 462 shares; 2025Q1: 478 shares; 2025Q2: 466 shares; 2025Q3: 474 shares; 2025Q4: 483 shares 483 $487K 0.01% +9 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: 3,459 shares; 2024Q4: 3,459 shares; 2025Q1: 2,714 shares; 2025Q2: 2,714 shares; 2025Q3: 1,876 shares; 2025Q4: 1,875 shares 1,875 $485K 0.01% -1 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: 5,569 shares; 2024Q4: 5,293 shares; 2025Q1: 4,615 shares; 2025Q2: 4,706 shares; 2025Q3: 4,471 shares; 2025Q4: 4,850 shares 4,850 $485K 0.01% +379 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 21,792 shares; 2025Q1: 21,143 shares; 2025Q2: 14,717 shares; 2025Q3: 14,330 shares; 2025Q4: 13,323 shares 13,323 $482K 0.01% -1,007 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: 4,762 shares; 2024Q4: 4,762 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 5,085 shares; 2025Q4: 5,041 shares 5,041 $481K 0.01% -44 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,189 shares; 2024Q4: 31,919 shares; 2025Q1: 32,804 shares; 2025Q2: 22,952 shares; 2025Q3: 21,359 shares; 2025Q4: 21,289 shares 21,289 $476K 0.01% -70 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,887 shares; 2024Q4: 2,887 shares; 2025Q1: 2,787 shares; 2025Q2: 2,864 shares; 2025Q3: 2,787 shares; 2025Q4: 2,787 shares 2,787 $472K 0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares; 2025Q3: 49,635 shares; 2025Q4: 49,635 shares 49,635 $471K 0.01% 0 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: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,704 shares; 2025Q4: 1,700 shares 1,700 $468K 0.01% -4 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: 10,665 shares; 2024Q4: 11,736 shares; 2025Q1: 10,370 shares; 2025Q2: 9,850 shares; 2025Q3: 9,454 shares; 2025Q4: 9,537 shares 9,537 $468K 0.01% +83 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: 3,503 shares; 2024Q4: 3,221 shares; 2025Q1: 3,541 shares; 2025Q2: 5,000 shares; 2025Q3: 5,363 shares; 2025Q4: 5,189 shares 5,189 $464K 0.01% -174 Timeline IXN 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: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,414 shares; 2025Q3: 4,414 shares; 2025Q4: 4,414 shares 4,414 $463K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 570 shares; 2025Q1: 481 shares; 2025Q2: 434 shares; 2025Q3: 403 shares; 2025Q4: 376 shares 376 $457K 0.01% -27 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: 3,235 shares; 2024Q4: 3,233 shares; 2025Q1: 4,135 shares; 2025Q2: 4,080 shares; 2025Q3: 4,057 shares; 2025Q4: 4,057 shares 4,057 $455K 0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 6,733 shares; 2025Q1: 6,687 shares; 2025Q2: 5,029 shares; 2025Q3: 4,882 shares; 2025Q4: 4,635 shares 4,635 $453K 0.01% -247 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: not reported; 2024Q4: not reported; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 2,733 shares; 2025Q4: 2,698 shares 2,698 $453K 0.01% -35 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,638 shares; 2025Q3: 1,488 shares; 2025Q4: 1,528 shares 1,528 $452K 0.01% +40 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: 2,256 shares; 2024Q4: 2,256 shares; 2025Q1: 2,256 shares; 2025Q2: 3,028 shares; 2025Q3: 3,030 shares; 2025Q4: 3,897 shares 3,897 $449K 0.01% +867 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares; 2025Q4: 6,951 shares 6,951 $448K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 8,250 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares 8,125 $447K 0.01% 0 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: 13,957 shares; 2024Q4: 13,987 shares; 2025Q1: 12,313 shares; 2025Q2: 12,170 shares; 2025Q3: 12,170 shares; 2025Q4: 12,321 shares 12,321 $447K 0.01% +151 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: 3,337 shares; 2024Q4: 3,659 shares; 2025Q1: 3,703 shares; 2025Q2: 3,676 shares; 2025Q3: 3,303 shares; 2025Q4: 3,632 shares 3,632 $446K 0.01% +329 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: 9,919 shares; 2024Q4: 9,202 shares; 2025Q1: 8,978 shares; 2025Q2: 8,870 shares; 2025Q3: 8,870 shares; 2025Q4: 8,729 shares 8,729 $444K 0.01% -141 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,302 shares; 2025Q1: 1,303 shares; 2025Q2: 1,304 shares; 2025Q3: 1,285 shares; 2025Q4: 1,287 shares 1,287 $444K 0.01% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,221 shares; 2025Q1: 2,259 shares; 2025Q2: 2,431 shares; 2025Q3: 2,406 shares; 2025Q4: 2,513 shares 2,513 $441K 0.01% +107 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: 8,865 shares; 2024Q4: 6,939 shares; 2025Q1: 7,551 shares; 2025Q2: 7,231 shares; 2025Q3: 7,196 shares; 2025Q4: 7,197 shares 7,197 $433K 0.01% +1 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,193 shares; 2025Q1: 3,955 shares; 2025Q2: 3,645 shares; 2025Q3: 3,647 shares; 2025Q4: 3,898 shares 3,898 $429K 0.01% +251 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,649 shares; 2025Q3: 5,682 shares; 2025Q4: 5,649 shares 5,649 $428K 0.01% -33 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: 7,083 shares; 2024Q4: 6,485 shares; 2025Q1: 6,757 shares; 2025Q2: 6,320 shares; 2025Q3: 6,644 shares; 2025Q4: 6,640 shares 6,640 $423K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,131 shares; 2025Q4: 5,131 shares 5,131 $416K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,807 shares; 2024Q4: 7,589 shares; 2025Q1: 7,652 shares; 2025Q2: 7,650 shares; 2025Q3: 7,623 shares; 2025Q4: 7,679 shares 7,679 $413K 0.01% +56 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: 922 shares; 2024Q4: 934 shares; 2025Q1: 823 shares; 2025Q2: 820 shares; 2025Q3: 814 shares; 2025Q4: 786 shares 786 $401K 0.01% -28 Timeline STXM EA SER TR STRIVE MID-CAP ETF More: the full row for EA SER TR STRIVE MID-CAP 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: 13,980 shares 13,980 $399K 0.01% new 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: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 4,470 shares; 2025Q2: 4,474 shares; 2025Q3: 4,657 shares; 2025Q4: 9,324 shares 9,324 $398K 0.01% +4,667 Timeline STXK 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: 11,955 shares 11,955 $398K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,002 shares; 2025Q3: 718 shares; 2025Q4: 718 shares 718 $396K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 2,726 shares; 2025Q3: 2,846 shares; 2025Q4: 3,141 shares 3,141 $395K 0.01% +295 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: 80,630 shares; 2024Q4: 78,388 shares; 2025Q1: 78,388 shares; 2025Q2: 72,540 shares; 2025Q3: 67,529 shares; 2025Q4: 31,411 shares 31,411 $390K 0.01% -36,118 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: 3,787 shares; 2024Q4: 3,854 shares; 2025Q1: 3,360 shares; 2025Q2: 3,299 shares; 2025Q3: 3,313 shares; 2025Q4: 3,338 shares 3,338 $389K 0.01% +25 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: 5,187 shares; 2024Q4: 5,172 shares; 2025Q1: 4,695 shares; 2025Q2: 4,617 shares; 2025Q3: 4,575 shares; 2025Q4: 4,445 shares 4,445 $389K 0.01% -130 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,931 shares 5,931 $388K 0.01% new 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: 3,155 shares; 2024Q4: 3,174 shares; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,856 shares 2,856 $386K 0.01% -22 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 12,858 shares; 2025Q1: 12,038 shares; 2025Q2: 16,211 shares; 2025Q3: 16,020 shares; 2025Q4: 16,022 shares 16,022 $385K 0.01% +2 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares 1,021 $381K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 1,959 shares 1,959 $375K 0.01% -195 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: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,865 shares; 2025Q2: 1,839 shares; 2025Q3: 1,822 shares; 2025Q4: 1,820 shares 1,820 $374K 0.01% -2 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 8,040 shares; 2025Q1: 7,000 shares; 2025Q2: 8,026 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $364K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 15,655 shares; 2025Q1: 15,655 shares; 2025Q2: 15,655 shares; 2025Q3: 15,655 shares; 2025Q4: 15,655 shares 15,655 $362K 0.01% 0 Timeline SUSB 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: 21,657 shares; 2024Q4: 21,657 shares; 2025Q1: 22,096 shares; 2025Q2: 14,226 shares; 2025Q3: 14,836 shares; 2025Q4: 14,322 shares 14,322 $361K 0.01% -514 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $359K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 531 shares; 2025Q4: 549 shares 549 $359K 0.01% +18 Timeline PWZ 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: 25,390 shares; 2024Q4: 25,306 shares; 2025Q1: 25,148 shares; 2025Q2: 15,296 shares; 2025Q3: 15,239 shares; 2025Q4: 14,804 shares 14,804 $358K 0.01% -435 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,970 shares; 2025Q1: 2,137 shares; 2025Q2: 2,101 shares; 2025Q3: 1,875 shares; 2025Q4: 1,754 shares 1,754 $356K 0.01% -121 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares 887 $349K 0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 16,968 shares; 2025Q1: 12,521 shares; 2025Q2: 10,827 shares; 2025Q3: 7,803 shares; 2025Q4: 7,824 shares 7,824 $347K 0.01% +21 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: 1,995 shares; 2024Q4: 2,303 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 1,989 shares; 2025Q4: 2,906 shares 2,906 $347K 0.01% +917 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,088 shares; 2025Q1: 4,718 shares; 2025Q2: 4,331 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares 4,297 $344K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,181 shares; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: 1,867 shares 1,867 $340K 0.01% +28 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9,936 shares; 2025Q3: 9,436 shares; 2025Q4: 7,789 shares 7,789 $339K 0.01% -1,647 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,139 shares; 2024Q4: 13,246 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,229 shares 13,229 $339K 0.01% 0 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: 2,499 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257 $336K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares 18,700 $336K 0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,354 shares; 2025Q2: 3,142 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares 2,979 $333K 0.01% 0 Timeline IBMP 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: 14,376 shares; 2024Q4: 13,248 shares; 2025Q1: 13,146 shares; 2025Q2: 13,043 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares 13,043 $331K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,022 shares; 2025Q2: 1,999 shares; 2025Q3: 2,029 shares; 2025Q4: 2,030 shares 2,030 $331K 0.01% +1 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,541 shares; 2025Q3: 3,518 shares; 2025Q4: 3,180 shares 3,180 $331K 0.01% -338 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 359 shares; 2025Q4: 375 shares 375 $329K 0.01% +16 Timeline MMCA NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,006 shares 15,006 $328K 0.01% new Timeline STXI EA SER TR More: the full row for EA SER 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: 10,431 shares 10,431 $325K 0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 11,650 shares; 2025Q1: 10,525 shares; 2025Q2: 9,794 shares; 2025Q3: 9,799 shares; 2025Q4: 8,503 shares 8,503 $322K 0.01% -1,296 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,140 shares; 2025Q2: 2,106 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares 2,079 $322K 0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS 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: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares 4,208 $321K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 15,131 shares; 2025Q1: 13,605 shares; 2025Q2: 29,955 shares; 2025Q3: 29,955 shares; 2025Q4: 29,955 shares 29,955 $321K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,165 shares; 2025Q2: 1,206 shares; 2025Q3: 1,559 shares; 2025Q4: 2,107 shares 2,107 $320K 0.01% +548 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,703 shares; 2025Q2: 6,703 shares; 2025Q3: 6,703 shares; 2025Q4: 6,822 shares 6,822 $320K 0.01% +119 Timeline IBMQ 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: 9,253 shares; 2024Q4: not reported; 2025Q1: 12,460 shares; 2025Q2: 12,459 shares; 2025Q3: 12,459 shares; 2025Q4: 12,459 shares 12,459 $319K 0.01% 0 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: 802 shares; 2024Q4: 802 shares; 2025Q1: 814 shares; 2025Q2: 802 shares; 2025Q3: 744 shares; 2025Q4: 742 shares 742 $313K 0.01% -2 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: 4,187 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,300 shares; 2025Q4: 3,250 shares 3,250 $313K 0.01% -50 Timeline DFAS 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: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares 4,425 $308K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 4,361 shares; 2025Q1: 4,539 shares; 2025Q2: 4,624 shares; 2025Q3: 4,620 shares; 2025Q4: 4,594 shares 4,594 $308K 0.01% -26 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 17,428 shares 17,428 $302K 0.01% new Timeline ESGD 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: 3,172 shares; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares 3,146 $299K 0.01% 0 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: 1,558 shares; 2024Q4: 1,524 shares; 2025Q1: 1,622 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $298K 0.01% 0 Timeline FLRN 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: 19,584 shares; 2024Q4: 19,089 shares; 2025Q1: 19,076 shares; 2025Q2: 14,616 shares; 2025Q3: 14,549 shares; 2025Q4: 9,646 shares 9,646 $296K 0.01% -4,903 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: 12,476 shares; 2024Q4: 12,938 shares; 2025Q1: 4,707 shares; 2025Q2: 4,490 shares; 2025Q3: 3,836 shares; 2025Q4: 3,509 shares 3,509 $296K 0.01% -327 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: 2,360 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,082 shares 2,082 $294K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 13,305 shares; 2025Q1: 10,481 shares; 2025Q2: 10,639 shares; 2025Q3: 8,788 shares; 2025Q4: 8,788 shares 8,788 $288K 0.01% 0 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: 6,190 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares 6,190 $285K 0.01% 0 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS 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: 14,016 shares; 2025Q3: 14,016 shares; 2025Q4: 14,016 shares 14,016 $284K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,461 shares 5,461 $283K 0.01% new Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 4,631 shares; 2025Q3: 4,631 shares; 2025Q4: 4,258 shares 4,258 $272K 0.01% -373 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 5,197 shares; 2025Q4: 6,235 shares 6,235 $271K 0.01% +1,038 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: 10,930 shares; 2024Q4: 11,611 shares; 2025Q1: 1,867 shares; 2025Q2: 1,578 shares; 2025Q3: 1,457 shares; 2025Q4: 1,099 shares 1,099 $271K 0.01% -358 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 5,028 shares; 2025Q1: 4,689 shares; 2025Q2: 4,239 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares 4,239 $270K 0.01% 0 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: 5,490 shares; 2025Q2: 7,101 shares; 2025Q3: 7,176 shares; 2025Q4: 5,859 shares 5,859 $267K 0.01% -1,317 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,263 shares; 2025Q3: 7,169 shares; 2025Q4: 9,138 shares 9,138 $267K 0.01% +1,969 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $266K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,068 shares 4,068 $266K 0.01% new Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares 3,197 $263K 0.01% 0 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: 16,676 shares; 2024Q4: 13,508 shares; 2025Q1: 9,917 shares; 2025Q2: 9,547 shares; 2025Q3: 8,608 shares; 2025Q4: 8,634 shares 8,634 $258K 0.01% +26 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,084 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares 3,051 $257K 0.01% 0 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,079 shares; 2025Q2: 2,000 shares; 2025Q3: 2,009 shares; 2025Q4: 2,000 shares 2,000 $255K 0.01% -9 Timeline IBDS 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: 9,110 shares; 2024Q4: 9,528 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares 10,447 $254K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 7,431 shares; 2025Q1: 7,373 shares; 2025Q2: 6,898 shares; 2025Q3: 5,366 shares; 2025Q4: 5,801 shares 5,801 $253K 0.01% +435 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: 782 shares; 2024Q4: 745 shares; 2025Q1: 783 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 806 shares 806 $252K 0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,451 shares 1,451 $250K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,821 shares 1,821 $249K 0.01% +4 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: 516 shares; 2024Q4: 513 shares; 2025Q1: 503 shares; 2025Q2: 497 shares; 2025Q3: 514 shares; 2025Q4: 506 shares 506 $248K 0.01% -8 Timeline FTA 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: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares 2,855 $246K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,436 shares 1,436 $245K 0.01% +28 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: 472 shares; 2024Q4: 486 shares; 2025Q1: 477 shares; 2025Q2: 482 shares; 2025Q3: 385 shares; 2025Q4: 317 shares 317 $245K 0.01% -68 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP 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: 12,546 shares 12,546 $244K 0.01% new 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: 2,621 shares; 2024Q4: 8,456 shares; 2025Q1: 9,221 shares; 2025Q2: 3,122 shares; 2025Q3: 3,089 shares; 2025Q4: 2,729 shares 2,729 $241K 0.01% -360 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares 1,420 $238K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares 2,869 $236K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,539 shares; 2024Q4: 11,244 shares; 2025Q1: 11,052 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,232 shares 5,232 $236K 0.01% -628 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,895 shares 2,895 $235K 0.01% new 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: 560 shares; 2024Q4: 573 shares; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 448 shares; 2025Q4: 448 shares 448 $234K 0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,953 shares; 2025Q4: 2,953 shares 2,953 $233K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,034 shares; 2025Q4: 1,012 shares 1,012 $230K 0.01% -22 Timeline IVLU 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: 6,031 shares; 2025Q4: 6,031 shares 6,031 $229K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,703 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 1,986 shares 1,986 $228K 0.01% -254 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,116 shares; 2025Q4: 1,016 shares 1,016 $227K 0.01% -100 Timeline OMER OMEROS CORP More: the full row for OMEROS 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: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 13,200 shares 13,200 $227K 0.01% +3,100 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 1,740 shares 1,740 $226K 0.01% +155 Timeline IXC 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: 5,295 shares; 2024Q4: 5,299 shares; 2025Q1: 5,299 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,345 shares 5,345 $224K 0.01% +25 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 2,471 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares; 2025Q4: 2,212 shares 2,212 $223K 0.01% +42 Timeline ISTB 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: 5,322 shares; 2024Q4: 5,219 shares; 2025Q1: 5,219 shares; 2025Q2: 4,767 shares; 2025Q3: 4,767 shares; 2025Q4: 4,563 shares 4,563 $222K 0.01% -204 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: 7,027 shares; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 6,146 shares; 2025Q4: 6,401 shares 6,401 $222K 0.01% +255 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,026 shares; 2025Q3: 7,095 shares; 2025Q4: 4,429 shares 4,429 $221K 0.01% -2,666 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: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares 2,539 $221K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,658 shares 6,658 $220K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 3,213 shares; 2025Q4: 3,213 shares 3,213 $220K 0.01% 0 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238 $217K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,544 shares; 2024Q4: 10,544 shares; 2025Q1: 10,534 shares; 2025Q2: 10,332 shares; 2025Q3: 10,526 shares; 2025Q4: 10,489 shares 10,489 $216K 0.01% -37 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,091 shares 13,091 $215K 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,187 shares 8,187 $215K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,908 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares 4,486 $214K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 2,685 shares 2,685 $213K 0.01% +29 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 738 shares 738 $212K 0.01% +492 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: not reported; 2025Q4: 1,019 shares 1,019 $211K 0.01% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,297 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares 4,297 $211K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,133 shares; 2024Q4: 7,133 shares; 2025Q1: 7,133 shares; 2025Q2: 7,133 shares; 2025Q3: 7,133 shares; 2025Q4: 5,543 shares 5,543 $211K 0.01% -1,590 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,447 shares 2,447 $209K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 2,819 shares 2,819 $208K 0.01% -192 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: 3,126 shares; 2024Q4: 3,157 shares; 2025Q1: 2,567 shares; 2025Q2: 2,717 shares; 2025Q3: 2,277 shares; 2025Q4: 1,731 shares 1,731 $208K 0.01% -546 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,479 shares; 2025Q4: 3,479 shares 3,479 $207K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,123 shares; 2025Q1: 1,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,062 shares 1,062 $206K 0.01% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 5,370 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,429 shares 4,429 $206K 0.01% -526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,260 shares 3,260 $205K 0.01% new Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,414 shares; 2024Q4: 7,414 shares; 2025Q1: 7,414 shares; 2025Q2: 7,321 shares; 2025Q3: 6,501 shares; 2025Q4: 5,672 shares 5,672 $205K 0.01% -829 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 3,029 shares; 2025Q1: 3,004 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares 3,004 $205K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,762 shares 2,762 $203K 0.01% new Timeline IBMR 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: 7,977 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares 7,977 $203K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,844 shares; 2025Q4: 6,844 shares 6,844 $202K 0.01% 0 Timeline IBTM 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: 9,713 shares; 2024Q4: 9,466 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 8,714 shares; 2025Q4: 8,711 shares 8,711 $201K 0.01% -3 Timeline AES AES CORP More: the full row for AES 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: 15,451 shares; 2025Q3: 13,391 shares; 2025Q4: 13,391 shares 13,391 $192K 0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS 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: 19,465 shares; 2025Q2: 19,465 shares; 2025Q3: not reported; 2025Q4: 16,631 shares 16,631 $164K <0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,241 shares; 2024Q4: 11,241 shares; 2025Q1: 11,241 shares; 2025Q2: 11,241 shares; 2025Q3: 11,241 shares; 2025Q4: 11,239 shares 11,239 $112K <0.01% -2 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD 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: 13,600 shares; 2025Q4: 13,600 shares 13,600 $77.2K <0.01% 0 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,324 shares; 2025Q1: 10,324 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares; 2025Q4: 10,324 shares 10,324 $53.5K <0.01% 0 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,663 shares; 2024Q4: 11,663 shares; 2025Q1: 11,563 shares; 2025Q2: 10,563 shares; 2025Q3: 10,563 shares; 2025Q4: 10,563 shares 10,563 $42.8K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 18,722 shares; 2025Q1: 18,052 shares; 2025Q2: 19,726 shares; 2025Q3: 18,062 shares; 2025Q4: 18,062 shares 18,062 $35.6K <0.01% 0 Timeline HITI HIGH TIDE INC More: the full row for HIGH TIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 12,755 shares; 2025Q1: 12,755 shares; 2025Q2: 12,755 shares; 2025Q3: 12,755 shares; 2025Q4: 12,755 shares 12,755 $33.8K <0.01% 0 Timeline