VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,649 shares; 2024Q4: 1,080,059 shares; 2025Q1: 1,044,139 shares; 2025Q2: 1,041,825 shares; 2025Q3: 1,048,626 shares; 2025Q4: 1,058,705 shares 1,058,705 $333M 5.95% +10,079 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: 1,711,410 shares; 2024Q4: 1,786,585 shares; 2025Q1: 1,708,110 shares; 2025Q2: 1,749,580 shares; 2025Q3: 1,859,432 shares; 2025Q4: 1,916,664 shares 1,916,664 $191M 3.42% +57,232 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: 192,999 shares; 2024Q4: 200,331 shares; 2025Q1: 203,863 shares; 2025Q2: 208,215 shares; 2025Q3: 211,625 shares; 2025Q4: 242,458 shares 242,458 $116M 2.08% +30,833 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: 493,098 shares; 2024Q4: 503,499 shares; 2025Q1: 551,657 shares; 2025Q2: 564,005 shares; 2025Q3: 560,664 shares; 2025Q4: 600,270 shares 600,270 $112M 1.99% +39,606 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: 1,268,683 shares; 2024Q4: 1,291,949 shares; 2025Q1: 1,256,222 shares; 2025Q2: 1,258,824 shares; 2025Q3: 1,280,246 shares; 2025Q4: 1,304,921 shares 1,304,921 $108M 1.92% +24,675 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,682 shares; 2024Q4: 998,036 shares; 2025Q1: 1,130,496 shares; 2025Q2: 1,181,376 shares; 2025Q3: 1,164,122 shares; 2025Q4: 1,925,152 shares 1,925,152 $97.4M 1.74% +761,030 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: 1,460,242 shares; 2024Q4: 1,553,404 shares; 2025Q1: 1,748,444 shares; 2025Q2: 1,839,004 shares; 2025Q3: 2,018,916 shares; 2025Q4: 2,054,436 shares 2,054,436 $91.2M 1.63% +35,520 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: 262,687 shares; 2024Q4: 265,371 shares; 2025Q1: 271,927 shares; 2025Q2: 279,445 shares; 2025Q3: 296,588 shares; 2025Q4: 346,718 shares 346,718 $79.6M 1.42% +50,130 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: 253,180 shares; 2024Q4: 253,457 shares; 2025Q1: 250,004 shares; 2025Q2: 250,168 shares; 2025Q3: 253,769 shares; 2025Q4: 263,042 shares 263,042 $76.3M 1.36% +9,273 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: 12,861 shares; 2024Q4: 13,870 shares; 2025Q1: 22,321 shares; 2025Q2: 30,117 shares; 2025Q3: 43,814 shares; 2025Q4: 114,824 shares 114,824 $72M 1.28% +71,010 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: 733,987 shares; 2024Q4: 756,269 shares; 2025Q1: 763,901 shares; 2025Q2: 862,279 shares; 2025Q3: 927,418 shares; 2025Q4: 1,049,797 shares 1,049,797 $69.3M 1.24% +122,379 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,613 shares; 2024Q4: 901,745 shares; 2025Q1: 779,930 shares; 2025Q2: 886,902 shares; 2025Q3: 910,579 shares; 2025Q4: 750,239 shares 750,239 $68.6M 1.22% -160,340 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,911 shares; 2024Q4: 715,665 shares; 2025Q1: 762,973 shares; 2025Q2: 929,019 shares; 2025Q3: 954,108 shares; 2025Q4: 1,352,189 shares 1,352,189 $67.9M 1.21% +398,081 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,099 shares; 2024Q4: 660,834 shares; 2025Q1: 522,407 shares; 2025Q2: 663,339 shares; 2025Q3: 679,337 shares; 2025Q4: 651,213 shares 651,213 $65.4M 1.17% -28,124 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: 184,840 shares; 2024Q4: 181,944 shares; 2025Q1: 190,943 shares; 2025Q2: 190,106 shares; 2025Q3: 185,809 shares; 2025Q4: 183,452 shares 183,452 $63.5M 1.13% -2,357 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: 1,040,264 shares; 2024Q4: 1,041,762 shares; 2025Q1: 967,089 shares; 2025Q2: 931,595 shares; 2025Q3: 850,881 shares; 2025Q4: 776,549 shares 776,549 $63M 1.12% -74,332 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: 190,445 shares; 2024Q4: 190,139 shares; 2025Q1: 187,669 shares; 2025Q2: 196,114 shares; 2025Q3: 198,757 shares; 2025Q4: 204,733 shares 204,733 $61.7M 1.1% +5,976 Timeline PBUS 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: 405,865 shares; 2024Q4: 425,508 shares; 2025Q1: 443,897 shares; 2025Q2: 545,013 shares; 2025Q3: 633,908 shares; 2025Q4: 897,822 shares 897,822 $61.5M 1.1% +263,914 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,694 shares; 2024Q4: 718,891 shares; 2025Q1: 705,042 shares; 2025Q2: 701,724 shares; 2025Q3: 726,238 shares; 2025Q4: 772,526 shares 772,526 $60M 1.07% +46,288 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: 871,164 shares; 2024Q4: 901,271 shares; 2025Q1: 902,012 shares; 2025Q2: 965,357 shares; 2025Q3: 952,207 shares; 2025Q4: 968,064 shares 968,064 $58.2M 1.04% +15,857 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: 361,485 shares; 2024Q4: 350,404 shares; 2025Q1: 348,851 shares; 2025Q2: 353,432 shares; 2025Q3: 390,472 shares; 2025Q4: 470,802 shares 470,802 $56.6M 1.01% +80,330 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,210 shares; 2024Q4: 346,901 shares; 2025Q1: 346,766 shares; 2025Q2: 358,675 shares; 2025Q3: 333,553 shares; 2025Q4: 337,760 shares 337,760 $52.9M 0.94% +4,207 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,583 shares; 2024Q4: 576,526 shares; 2025Q1: 611,833 shares; 2025Q2: 653,877 shares; 2025Q3: 682,151 shares; 2025Q4: 729,589 shares 729,589 $52.1M 0.93% +47,438 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185,988 shares; 2024Q4: 1,208,755 shares; 2025Q1: 1,227,299 shares; 2025Q2: 1,333,263 shares; 2025Q3: 1,341,427 shares; 2025Q4: 998,661 shares 998,661 $50.4M 0.9% -342,766 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111,227 shares; 2025Q4: 1,157,125 shares 1,157,125 $50.4M 0.9% +45,898 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: 678,063 shares; 2024Q4: 719,920 shares; 2025Q1: 809,795 shares; 2025Q2: 848,269 shares; 2025Q3: 989,652 shares; 2025Q4: 1,027,225 shares 1,027,225 $49.1M 0.88% +37,573 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: 147,291 shares; 2024Q4: 147,558 shares; 2025Q1: 136,228 shares; 2025Q2: 132,115 shares; 2025Q3: 133,252 shares; 2025Q4: 145,324 shares 145,324 $46.8M 0.84% +12,072 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: 33,678 shares; 2024Q4: 27,042 shares; 2025Q1: 23,763 shares; 2025Q2: 25,611 shares; 2025Q3: 25,253 shares; 2025Q4: 65,731 shares 65,731 $45M 0.8% +40,478 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: 50,400 shares; 2024Q4: 46,939 shares; 2025Q1: 52,663 shares; 2025Q2: 52,476 shares; 2025Q3: 58,342 shares; 2025Q4: 63,714 shares 63,714 $42.1M 0.75% +5,372 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: 718,411 shares; 2024Q4: 730,371 shares; 2025Q1: 712,893 shares; 2025Q2: 725,631 shares; 2025Q3: 730,643 shares; 2025Q4: 772,033 shares 772,033 $41.5M 0.74% +41,390 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: 2,930 shares; 2024Q4: 2,914 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,326 shares 206,326 $41.2M 0.74% new 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: 87,014 shares; 2024Q4: 92,350 shares; 2025Q1: 105,934 shares; 2025Q2: 132,760 shares; 2025Q3: 144,311 shares; 2025Q4: 159,426 shares 159,426 $41.1M 0.73% +15,115 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,729 shares; 2025Q2: 98,095 shares; 2025Q3: 99,754 shares; 2025Q4: 334,486 shares 334,486 $38.3M 0.68% +234,732 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,878 shares; 2024Q4: 913,905 shares; 2025Q1: 889,962 shares; 2025Q2: 872,245 shares; 2025Q3: 913,369 shares; 2025Q4: 1,020,061 shares 1,020,061 $38.1M 0.68% +106,692 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,395 shares; 2024Q4: 250,486 shares; 2025Q1: 271,126 shares; 2025Q2: 254,746 shares; 2025Q3: 266,949 shares; 2025Q4: 274,189 shares 274,189 $36.3M 0.65% +7,240 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: 119,632 shares; 2024Q4: 120,789 shares; 2025Q1: 115,240 shares; 2025Q2: 118,661 shares; 2025Q3: 99,933 shares; 2025Q4: 119,458 shares 119,458 $35.3M 0.63% +19,525 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,180 shares; 2024Q4: 71,421 shares; 2025Q1: 57,393 shares; 2025Q2: 59,061 shares; 2025Q3: 62,750 shares; 2025Q4: 138,874 shares 138,874 $35.1M 0.63% +76,124 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: 33,942 shares; 2024Q4: 28,819 shares; 2025Q1: 34,612 shares; 2025Q2: 49,325 shares; 2025Q3: 50,470 shares; 2025Q4: 59,475 shares 59,475 $34.1M 0.61% +9,005 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: 57,872 shares; 2024Q4: 59,495 shares; 2025Q1: 63,844 shares; 2025Q2: 64,319 shares; 2025Q3: 64,883 shares; 2025Q4: 76,609 shares 76,609 $33.4M 0.6% +11,726 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: 90,906 shares; 2024Q4: 62,361 shares; 2025Q1: 43,104 shares; 2025Q2: 41,966 shares; 2025Q3: 42,655 shares; 2025Q4: 52,774 shares 52,774 $32.4M 0.58% +10,119 Timeline SPEM 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: 558,654 shares; 2024Q4: 564,828 shares; 2025Q1: 626,650 shares; 2025Q2: 661,833 shares; 2025Q3: 701,649 shares; 2025Q4: 689,445 shares 689,445 $32.3M 0.58% -12,204 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: 270,447 shares; 2024Q4: 274,246 shares; 2025Q1: 288,967 shares; 2025Q2: 260,959 shares; 2025Q3: 261,907 shares; 2025Q4: 276,985 shares 276,985 $30.9M 0.55% +15,078 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,650 shares; 2024Q4: 626,102 shares; 2025Q1: 628,083 shares; 2025Q2: 614,337 shares; 2025Q3: 641,292 shares; 2025Q4: 704,003 shares 704,003 $30.7M 0.55% +62,711 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: 168,485 shares; 2024Q4: 192,149 shares; 2025Q1: 204,485 shares; 2025Q2: 259,063 shares; 2025Q3: 297,212 shares; 2025Q4: 478,101 shares 478,101 $29.9M 0.53% +180,889 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: 42,016 shares; 2024Q4: 45,888 shares; 2025Q1: 51,027 shares; 2025Q2: 49,539 shares; 2025Q3: 48,984 shares; 2025Q4: 87,962 shares 87,962 $29.5M 0.53% +38,978 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: 38,385 shares; 2024Q4: 18,618 shares; 2025Q1: 44,654 shares; 2025Q2: 18,584 shares; 2025Q3: 17,085 shares; 2025Q4: 140,493 shares 140,493 $26.9M 0.48% +123,408 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: 25,675 shares; 2024Q4: 25,396 shares; 2025Q1: 26,197 shares; 2025Q2: 26,778 shares; 2025Q3: 25,651 shares; 2025Q4: 257,188 shares 257,188 $24.1M 0.43% +231,537 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: 55,731 shares; 2024Q4: 53,753 shares; 2025Q1: 37,529 shares; 2025Q2: 34,362 shares; 2025Q3: 31,628 shares; 2025Q4: 163,667 shares 163,667 $23.6M 0.42% +132,039 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: 22,780 shares; 2024Q4: 23,951 shares; 2025Q1: 20,497 shares; 2025Q2: 20,735 shares; 2025Q3: 20,940 shares; 2025Q4: 22,348 shares 22,348 $23.5M 0.42% +1,408 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 182,914 shares; 2025Q3: 207,520 shares; 2025Q4: 198,096 shares 198,096 $22.9M 0.41% -9,424 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: 201,632 shares; 2024Q4: 200,176 shares; 2025Q1: 197,603 shares; 2025Q2: 212,628 shares; 2025Q3: 204,320 shares; 2025Q4: 210,915 shares 210,915 $22.6M 0.4% +6,595 Timeline BUFD 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: 663,224 shares; 2024Q4: 688,504 shares; 2025Q1: 672,816 shares; 2025Q2: 702,397 shares; 2025Q3: 719,991 shares; 2025Q4: 768,934 shares 768,934 $21.7M 0.39% +48,943 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: 54,547 shares; 2024Q4: 55,013 shares; 2025Q1: 55,247 shares; 2025Q2: 54,244 shares; 2025Q3: 53,570 shares; 2025Q4: 61,642 shares 61,642 $21.6M 0.39% +8,072 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: 306,293 shares; 2024Q4: 301,610 shares; 2025Q1: 290,934 shares; 2025Q2: 286,266 shares; 2025Q3: 281,456 shares; 2025Q4: 287,153 shares 287,153 $21.3M 0.38% +5,697 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: 127,813 shares; 2024Q4: 111,242 shares; 2025Q1: 98,404 shares; 2025Q2: 139,759 shares; 2025Q3: 125,801 shares; 2025Q4: 235,195 shares 235,195 $21M 0.38% +109,394 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: 101,479 shares; 2024Q4: 100,582 shares; 2025Q1: 98,383 shares; 2025Q2: 95,315 shares; 2025Q3: 101,900 shares; 2025Q4: 118,351 shares 118,351 $21M 0.37% +16,451 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: 36,129 shares; 2024Q4: 38,319 shares; 2025Q1: 31,637 shares; 2025Q2: 32,992 shares; 2025Q3: 36,521 shares; 2025Q4: 40,008 shares 40,008 $20.1M 0.36% +3,487 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,119 shares; 2024Q4: 44,747 shares; 2025Q1: 59,976 shares; 2025Q2: 162,649 shares; 2025Q3: 150,833 shares; 2025Q4: 166,557 shares 166,557 $19.9M 0.35% +15,724 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: 38,857 shares; 2024Q4: 22,579 shares; 2025Q1: 4,624 shares; 2025Q2: 13,634 shares; 2025Q3: 14,808 shares; 2025Q4: 203,921 shares 203,921 $19.6M 0.35% +189,113 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: 185,690 shares; 2024Q4: 193,525 shares; 2025Q1: 251,031 shares; 2025Q2: 339,826 shares; 2025Q3: 365,785 shares; 2025Q4: 439,959 shares 439,959 $19.6M 0.35% +74,174 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: 47,851 shares; 2024Q4: 49,027 shares; 2025Q1: 40,041 shares; 2025Q2: 40,121 shares; 2025Q3: 40,086 shares; 2025Q4: 47,162 shares 47,162 $18.7M 0.33% +7,076 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: 48,362 shares; 2024Q4: 47,181 shares; 2025Q1: 44,272 shares; 2025Q2: 44,038 shares; 2025Q3: 47,018 shares; 2025Q4: 54,113 shares 54,113 $18.6M 0.33% +7,095 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: 222,077 shares; 2024Q4: 696,321 shares; 2025Q1: 651,139 shares; 2025Q2: 640,539 shares; 2025Q3: 666,972 shares; 2025Q4: 661,823 shares 661,823 $18.2M 0.32% -5,149 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: 168,659 shares; 2024Q4: 163,501 shares; 2025Q1: 160,023 shares; 2025Q2: 158,954 shares; 2025Q3: 147,087 shares; 2025Q4: 150,647 shares 150,647 $18.1M 0.32% +3,560 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: 98,048 shares; 2024Q4: 97,230 shares; 2025Q1: 89,792 shares; 2025Q2: 88,141 shares; 2025Q3: 86,996 shares; 2025Q4: 86,912 shares 86,912 $18M 0.32% -84 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: 119,854 shares; 2024Q4: 121,433 shares; 2025Q1: 130,099 shares; 2025Q2: 130,742 shares; 2025Q3: 139,998 shares; 2025Q4: 140,663 shares 140,663 $17.6M 0.31% +665 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: 64,748 shares; 2024Q4: 68,318 shares; 2025Q1: 68,987 shares; 2025Q2: 71,109 shares; 2025Q3: 74,706 shares; 2025Q4: 75,224 shares 75,224 $17.2M 0.31% +518 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,826 shares; 2024Q4: 170,180 shares; 2025Q1: 173,709 shares; 2025Q2: 264,089 shares; 2025Q3: 292,883 shares; 2025Q4: 282,251 shares 282,251 $16.6M 0.3% -10,632 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,675 shares; 2024Q4: 136,132 shares; 2025Q1: 159,576 shares; 2025Q2: 263,278 shares; 2025Q3: 284,297 shares; 2025Q4: 323,330 shares 323,330 $16.5M 0.29% +39,033 Timeline AVIG 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: 203,384 shares; 2024Q4: 212,684 shares; 2025Q1: 211,332 shares; 2025Q2: 212,879 shares; 2025Q3: 226,151 shares; 2025Q4: 389,351 shares 389,351 $16.3M 0.29% +163,200 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: 466,815 shares; 2024Q4: 498,977 shares; 2025Q1: 481,005 shares; 2025Q2: 434,823 shares; 2025Q3: 579,128 shares; 2025Q4: 630,786 shares 630,786 $15.7M 0.28% +51,658 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: 23,146 shares; 2024Q4: 21,925 shares; 2025Q1: 23,748 shares; 2025Q2: 24,817 shares; 2025Q3: 27,191 shares; 2025Q4: 26,895 shares 26,895 $15.6M 0.28% -296 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: 3,560 shares; 2024Q4: 3,438 shares; 2025Q1: 3,871 shares; 2025Q2: 4,158 shares; 2025Q3: 4,137 shares; 2025Q4: 20,031 shares 20,031 $15.1M 0.27% +15,894 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: 15,264 shares; 2024Q4: 15,501 shares; 2025Q1: 14,020 shares; 2025Q2: 14,671 shares; 2025Q3: 15,185 shares; 2025Q4: 17,439 shares 17,439 $15M 0.27% +2,254 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,760 shares 198,760 $14.4M 0.26% new 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: not reported; 2024Q4: not reported; 2025Q1: 19,464 shares; 2025Q2: 60,215 shares; 2025Q3: 102,378 shares; 2025Q4: 194,503 shares 194,503 $14.4M 0.26% +92,125 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 5,459 shares; 2025Q1: 5,095 shares; 2025Q2: 5,696 shares; 2025Q3: 5,703 shares; 2025Q4: 34,710 shares 34,710 $14.3M 0.26% +29,007 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: 34,482 shares; 2024Q4: 32,905 shares; 2025Q1: 28,951 shares; 2025Q2: 58,655 shares; 2025Q3: 62,047 shares; 2025Q4: 78,762 shares 78,762 $14M 0.25% +16,715 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: 17,666 shares; 2024Q4: 18,981 shares; 2025Q1: 21,131 shares; 2025Q2: 42,649 shares; 2025Q3: 42,359 shares; 2025Q4: 47,159 shares 47,159 $14M 0.25% +4,800 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,220 shares; 2024Q4: 198,386 shares; 2025Q1: 186,546 shares; 2025Q2: 252,879 shares; 2025Q3: 278,020 shares; 2025Q4: 274,543 shares 274,543 $13.8M 0.25% -3,477 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255,648 shares 255,648 $13.5M 0.24% new 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: 66,331 shares; 2024Q4: 72,000 shares; 2025Q1: 78,634 shares; 2025Q2: 87,565 shares; 2025Q3: 93,638 shares; 2025Q4: 119,670 shares 119,670 $13.4M 0.24% +26,032 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: 22,784 shares; 2024Q4: 23,694 shares; 2025Q1: 20,125 shares; 2025Q2: 20,119 shares; 2025Q3: 18,942 shares; 2025Q4: 28,128 shares 28,128 $13.3M 0.24% +9,186 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: 12,930 shares; 2024Q4: 13,638 shares; 2025Q1: 12,655 shares; 2025Q2: 13,218 shares; 2025Q3: 14,136 shares; 2025Q4: 14,904 shares 14,904 $13.1M 0.23% +768 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,533 shares; 2024Q4: 109,418 shares; 2025Q1: 109,266 shares; 2025Q2: 109,751 shares; 2025Q3: 108,615 shares; 2025Q4: 108,304 shares 108,304 $12.9M 0.23% -311 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: 20,157 shares; 2024Q4: 20,706 shares; 2025Q1: 25,176 shares; 2025Q2: 19,984 shares; 2025Q3: 21,816 shares; 2025Q4: 22,420 shares 22,420 $12.8M 0.23% +604 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: 196,761 shares; 2024Q4: 207,198 shares; 2025Q1: 205,936 shares; 2025Q2: 210,411 shares; 2025Q3: 224,711 shares; 2025Q4: 233,354 shares 233,354 $12.8M 0.23% +8,643 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: 119,549 shares; 2024Q4: 116,909 shares; 2025Q1: 122,336 shares; 2025Q2: 129,323 shares; 2025Q3: 134,978 shares; 2025Q4: 165,772 shares 165,772 $12.8M 0.23% +30,794 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: 95,615 shares; 2024Q4: 97,421 shares; 2025Q1: 90,387 shares; 2025Q2: 90,641 shares; 2025Q3: 92,604 shares; 2025Q4: 88,239 shares 88,239 $12.6M 0.23% -4,365 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,128 shares; 2024Q4: 68,028 shares; 2025Q1: 63,717 shares; 2025Q2: 74,165 shares; 2025Q3: 78,708 shares; 2025Q4: 157,872 shares 157,872 $12.6M 0.22% +79,164 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: 65,092 shares; 2024Q4: 68,811 shares; 2025Q1: 69,535 shares; 2025Q2: 103,347 shares; 2025Q3: 132,486 shares; 2025Q4: 184,759 shares 184,759 $12.4M 0.22% +52,273 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,170 shares; 2024Q4: 121,110 shares; 2025Q1: 141,383 shares; 2025Q2: 178,965 shares; 2025Q3: 193,863 shares; 2025Q4: 238,596 shares 238,596 $12.2M 0.22% +44,733 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: 143,101 shares; 2024Q4: 140,028 shares; 2025Q1: 142,382 shares; 2025Q2: 140,991 shares; 2025Q3: 134,324 shares; 2025Q4: 173,484 shares 173,484 $12.1M 0.22% +39,160 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: 12,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,264 shares 124,264 $12M 0.21% new Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254,687 shares 1,254,687 $11.8M 0.21% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 1,000,000 shares; 2025Q4: 1,000,000 shares 1,000,000 $11.5M 0.2% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,191 shares; 2024Q4: 40,975 shares; 2025Q1: 54,571 shares; 2025Q2: 55,351 shares; 2025Q3: 80,200 shares; 2025Q4: 95,397 shares 95,397 $11.4M 0.2% +15,197 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: 3,228 shares; 2024Q4: 3,248 shares; 2025Q1: 4,586 shares; 2025Q2: 4,663 shares; 2025Q3: 4,768 shares; 2025Q4: 39,547 shares 39,547 $11.4M 0.2% +34,779 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,132 shares; 2024Q4: 56,813 shares; 2025Q1: 53,271 shares; 2025Q2: 53,252 shares; 2025Q3: 55,016 shares; 2025Q4: 61,711 shares 61,711 $11.3M 0.2% +6,695 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195,887 shares 195,887 $11.3M 0.2% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,203 shares; 2024Q4: 47,297 shares; 2025Q1: 13,725 shares; 2025Q2: 22,991 shares; 2025Q3: 54,747 shares; 2025Q4: 104,840 shares 104,840 $11.2M 0.2% +50,093 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,146 shares; 2025Q3: 122,314 shares; 2025Q4: 119,111 shares 119,111 $11.1M 0.2% -3,203 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,083 shares; 2024Q4: 84,303 shares; 2025Q1: 144,293 shares; 2025Q2: 138,953 shares; 2025Q3: 142,480 shares; 2025Q4: 222,973 shares 222,973 $11.1M 0.2% +80,493 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: 12,634 shares; 2024Q4: 11,759 shares; 2025Q1: 20,709 shares; 2025Q2: 58,963 shares; 2025Q3: 50,939 shares; 2025Q4: 57,558 shares 57,558 $11M 0.2% +6,619 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: 2,222 shares; 2024Q4: 7,350 shares; 2025Q1: 6,747 shares; 2025Q2: 7,687 shares; 2025Q3: 7,761 shares; 2025Q4: 76,550 shares 76,550 $11M 0.2% +68,789 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: 6,055 shares; 2024Q4: not reported; 2025Q1: 145,265 shares; 2025Q2: 140,863 shares; 2025Q3: 149,838 shares; 2025Q4: 276,967 shares 276,967 $11M 0.2% +127,129 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,605 shares; 2025Q1: 51,490 shares; 2025Q2: 141,567 shares; 2025Q3: 158,415 shares; 2025Q4: 200,500 shares 200,500 $10.8M 0.19% +42,085 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,613 shares; 2024Q4: 230,234 shares; 2025Q1: 249,674 shares; 2025Q2: 264,993 shares; 2025Q3: 276,608 shares; 2025Q4: 464,568 shares 464,568 $10.8M 0.19% +187,960 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,333 shares; 2024Q4: 65,179 shares; 2025Q1: 62,461 shares; 2025Q2: 63,839 shares; 2025Q3: 64,964 shares; 2025Q4: 70,394 shares 70,394 $10.7M 0.19% +5,430 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,616 shares; 2025Q2: 79,007 shares; 2025Q3: 92,475 shares; 2025Q4: 224,498 shares 224,498 $10.6M 0.19% +132,023 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 21,759 shares; 2025Q1: 22,111 shares; 2025Q2: 23,782 shares; 2025Q3: 24,429 shares; 2025Q4: 205,922 shares 205,922 $10.3M 0.18% +181,493 Timeline DFIV 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: 42,523 shares; 2025Q2: 41,972 shares; 2025Q3: 43,523 shares; 2025Q4: 206,028 shares 206,028 $10.3M 0.18% +162,505 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194,921 shares; 2025Q1: 199,101 shares; 2025Q2: 248,200 shares; 2025Q3: 248,066 shares; 2025Q4: 284,174 shares 284,174 $10.2M 0.18% +36,108 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: 249,756 shares; 2024Q4: 192,032 shares; 2025Q1: 185,673 shares; 2025Q2: 192,560 shares; 2025Q3: 191,881 shares; 2025Q4: 179,953 shares 179,953 $10.2M 0.18% -11,928 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 26,148 shares; 2025Q1: 19,830 shares; 2025Q2: 17,780 shares; 2025Q3: 17,498 shares; 2025Q4: 266,183 shares 266,183 $10.2M 0.18% +248,685 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: 210,723 shares; 2024Q4: 152,572 shares; 2025Q1: 141,435 shares; 2025Q2: 141,523 shares; 2025Q3: 176,454 shares; 2025Q4: 243,079 shares 243,079 $9.9M 0.18% +66,625 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,420 shares; 2024Q4: 131,649 shares; 2025Q1: 301,404 shares; 2025Q2: 245,803 shares; 2025Q3: 223,222 shares; 2025Q4: 209,965 shares 209,965 $9.67M 0.17% -13,257 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: 70,753 shares; 2024Q4: 70,246 shares; 2025Q1: 70,444 shares; 2025Q2: 69,040 shares; 2025Q3: 69,574 shares; 2025Q4: 67,259 shares 67,259 $9.65M 0.17% -2,315 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,793 shares; 2024Q4: 74,615 shares; 2025Q1: 82,185 shares; 2025Q2: 104,184 shares; 2025Q3: 117,994 shares; 2025Q4: 110,547 shares 110,547 $9.64M 0.17% -7,447 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: 14,934 shares; 2024Q4: 14,875 shares; 2025Q1: 13,464 shares; 2025Q2: 13,872 shares; 2025Q3: 13,578 shares; 2025Q4: 16,626 shares 16,626 $9.49M 0.17% +3,048 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 379,394 shares 379,394 $9.47M 0.17% new 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: 28,380 shares; 2024Q4: 30,121 shares; 2025Q1: 21,887 shares; 2025Q2: 28,982 shares; 2025Q3: 30,270 shares; 2025Q4: 43,734 shares 43,734 $9.37M 0.17% +13,464 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: not reported; 2024Q4: not reported; 2025Q1: 25,395 shares; 2025Q2: 25,395 shares; 2025Q3: 25,540 shares; 2025Q4: 134,359 shares 134,359 $9.36M 0.17% +108,819 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: 59,496 shares; 2024Q4: 58,033 shares; 2025Q1: 57,083 shares; 2025Q2: 57,189 shares; 2025Q3: 55,794 shares; 2025Q4: 60,288 shares 60,288 $9.29M 0.17% +4,494 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: 107,989 shares; 2024Q4: 108,818 shares; 2025Q1: 107,984 shares; 2025Q2: 107,510 shares; 2025Q3: 106,154 shares; 2025Q4: 115,494 shares 115,494 $9.27M 0.17% +9,340 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: 35,015 shares; 2024Q4: 34,541 shares; 2025Q1: 34,478 shares; 2025Q2: 34,551 shares; 2025Q3: 33,053 shares; 2025Q4: 35,790 shares 35,790 $9.21M 0.16% +2,737 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,231 shares; 2025Q2: 12,111 shares; 2025Q3: 18,797 shares; 2025Q4: 240,475 shares 240,475 $9.16M 0.16% +221,678 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: 5,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,063 shares; 2025Q4: 166,397 shares 166,397 $9.1M 0.16% +162,334 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 5,798 shares; 2025Q1: 20,932 shares; 2025Q2: 17,182 shares; 2025Q3: 17,224 shares; 2025Q4: 17,493 shares 17,493 $8.93M 0.16% +269 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,197 shares; 2024Q4: 203,249 shares; 2025Q1: 225,730 shares; 2025Q2: 146,096 shares; 2025Q3: 145,116 shares; 2025Q4: 153,762 shares 153,762 $8.91M 0.16% +8,646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 352,225 shares 352,225 $8.87M 0.16% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,815 shares; 2024Q4: 43,756 shares; 2025Q1: 32,068 shares; 2025Q2: 21,338 shares; 2025Q3: 21,424 shares; 2025Q4: 31,492 shares 31,492 $8.72M 0.16% +10,068 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,420 shares; 2025Q1: 28,992 shares; 2025Q2: 29,031 shares; 2025Q3: 28,827 shares; 2025Q4: 42,215 shares 42,215 $8.68M 0.15% +13,388 Timeline SMMU 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: 24,936 shares; 2024Q4: 60,707 shares; 2025Q1: 71,831 shares; 2025Q2: 96,870 shares; 2025Q3: 117,588 shares; 2025Q4: 172,025 shares 172,025 $8.68M 0.15% +54,437 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,870 shares; 2024Q4: 20,240 shares; 2025Q1: 19,344 shares; 2025Q2: 17,796 shares; 2025Q3: 14,145 shares; 2025Q4: 58,080 shares 58,080 $8.65M 0.15% +43,935 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: 35,020 shares; 2024Q4: 47,942 shares; 2025Q1: 31,237 shares; 2025Q2: 44,164 shares; 2025Q3: 34,623 shares; 2025Q4: 35,096 shares 35,096 $8.64M 0.15% +473 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: 30,013 shares; 2024Q4: 33,295 shares; 2025Q1: 31,811 shares; 2025Q2: 44,587 shares; 2025Q3: 55,879 shares; 2025Q4: 63,094 shares 63,094 $8.53M 0.15% +7,215 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: 159,893 shares; 2024Q4: 175,047 shares; 2025Q1: 262,006 shares; 2025Q2: 233,778 shares; 2025Q3: 159,788 shares; 2025Q4: 148,621 shares 148,621 $8.51M 0.15% -11,167 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,583 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,394 shares; 2025Q4: 61,102 shares 61,102 $8.46M 0.15% +53,708 Timeline QVML INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,545 shares; 2025Q2: 125,563 shares; 2025Q3: 104,554 shares; 2025Q4: 208,182 shares 208,182 $8.36M 0.15% +103,628 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,428 shares; 2024Q4: 604,876 shares; 2025Q1: 451,699 shares; 2025Q2: 126,401 shares; 2025Q3: 124,702 shares; 2025Q4: 185,609 shares 185,609 $8.23M 0.15% +60,907 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: 8,975 shares; 2024Q4: 9,916 shares; 2025Q1: 20,173 shares; 2025Q2: 23,038 shares; 2025Q3: 24,849 shares; 2025Q4: 27,280 shares 27,280 $8.15M 0.15% +2,431 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,638 shares; 2024Q4: 246,628 shares; 2025Q1: 254,561 shares; 2025Q2: 362,965 shares; 2025Q3: 420,468 shares; 2025Q4: 290,158 shares 290,158 $8.14M 0.15% -130,310 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,739 shares; 2024Q4: 339,606 shares; 2025Q1: 343,820 shares; 2025Q2: 368,613 shares; 2025Q3: 377,071 shares; 2025Q4: 388,632 shares 388,632 $8.09M 0.14% +11,561 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,803 shares 157,803 $8M 0.14% new 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: 16,636 shares; 2024Q4: 16,492 shares; 2025Q1: 16,512 shares; 2025Q2: 15,767 shares; 2025Q3: 16,102 shares; 2025Q4: 18,707 shares 18,707 $7.98M 0.14% +2,605 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: 36,942 shares; 2024Q4: 33,583 shares; 2025Q1: 101,654 shares; 2025Q2: 75,646 shares; 2025Q3: 86,602 shares; 2025Q4: 170,086 shares 170,086 $7.87M 0.14% +83,484 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,214 shares 55,214 $7.85M 0.14% new 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: 6,418 shares; 2024Q4: 6,535 shares; 2025Q1: 6,840 shares; 2025Q2: 20,795 shares; 2025Q3: 13,358 shares; 2025Q4: 16,052 shares 16,052 $7.83M 0.14% +2,694 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: 20,731 shares; 2024Q4: 20,820 shares; 2025Q1: 17,257 shares; 2025Q2: 19,009 shares; 2025Q3: 24,083 shares; 2025Q4: 28,780 shares 28,780 $7.72M 0.14% +4,697 Timeline WCMI 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: 412,651 shares; 2025Q3: 423,928 shares; 2025Q4: 453,243 shares 453,243 $7.71M 0.14% +29,315 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,365 shares; 2024Q4: 66,938 shares; 2025Q1: 69,468 shares; 2025Q2: 71,180 shares; 2025Q3: 74,008 shares; 2025Q4: 80,337 shares 80,337 $7.71M 0.14% +6,329 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: 25,242 shares; 2024Q4: 25,142 shares; 2025Q1: 26,552 shares; 2025Q2: 30,490 shares; 2025Q3: 31,488 shares; 2025Q4: 29,968 shares 29,968 $7.7M 0.14% -1,520 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: 64,819 shares; 2024Q4: 67,109 shares; 2025Q1: 66,462 shares; 2025Q2: 67,798 shares; 2025Q3: 67,282 shares; 2025Q4: 67,442 shares 67,442 $7.67M 0.14% +160 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,004 shares; 2024Q4: 26,381 shares; 2025Q1: 38,634 shares; 2025Q2: 95,507 shares; 2025Q3: 123,861 shares; 2025Q4: 142,098 shares 142,098 $7.51M 0.13% +18,237 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,090 shares; 2024Q4: 33,716 shares; 2025Q1: 29,096 shares; 2025Q2: 30,444 shares; 2025Q3: 32,452 shares; 2025Q4: 43,186 shares 43,186 $7.39M 0.13% +10,734 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: 26,477 shares; 2024Q4: 26,646 shares; 2025Q1: 25,434 shares; 2025Q2: 25,052 shares; 2025Q3: 23,252 shares; 2025Q4: 24,101 shares 24,101 $7.37M 0.13% +849 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,721 shares; 2024Q4: 25,797 shares; 2025Q1: 2,126 shares; 2025Q2: 13,094 shares; 2025Q3: 8,753 shares; 2025Q4: 62,227 shares 62,227 $7.33M 0.13% +53,474 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: 33,063 shares; 2024Q4: 35,978 shares; 2025Q1: 39,310 shares; 2025Q2: 42,883 shares; 2025Q3: 47,077 shares; 2025Q4: 95,138 shares 95,138 $7.21M 0.13% +48,061 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: 25,936 shares; 2024Q4: 25,994 shares; 2025Q1: 26,275 shares; 2025Q2: 26,786 shares; 2025Q3: 27,414 shares; 2025Q4: 32,247 shares 32,247 $7.2M 0.13% +4,833 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: 80,033 shares; 2024Q4: 74,577 shares; 2025Q1: 50,725 shares; 2025Q2: 68,849 shares; 2025Q3: 72,100 shares; 2025Q4: 76,904 shares 76,904 $7.17M 0.13% +4,804 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 3,689 shares; 2025Q3: 3,689 shares; 2025Q4: 76,766 shares 76,766 $7.15M 0.13% +73,077 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 18,577 shares; 2025Q2: 19,102 shares; 2025Q3: 20,195 shares; 2025Q4: 20,642 shares 20,642 $7.02M 0.13% +447 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 12,730 shares; 2025Q1: 13,016 shares; 2025Q2: 13,283 shares; 2025Q3: 13,743 shares; 2025Q4: 15,714 shares 15,714 $6.99M 0.12% +1,971 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,510 shares; 2025Q2: 35,122 shares; 2025Q3: 97,608 shares; 2025Q4: 263,357 shares 263,357 $6.97M 0.12% +165,749 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: 78,001 shares; 2024Q4: 74,591 shares; 2025Q1: 68,214 shares; 2025Q2: 67,889 shares; 2025Q3: 65,522 shares; 2025Q4: 66,373 shares 66,373 $6.89M 0.12% +851 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: 56,300 shares; 2024Q4: 54,363 shares; 2025Q1: 57,171 shares; 2025Q2: 58,610 shares; 2025Q3: 57,153 shares; 2025Q4: 58,799 shares 58,799 $6.86M 0.12% +1,646 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,218 shares; 2024Q4: 472,568 shares; 2025Q1: 488,573 shares; 2025Q2: 487,494 shares; 2025Q3: 509,810 shares; 2025Q4: 540,241 shares 540,241 $6.86M 0.12% +30,431 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,020 shares; 2024Q4: 80,425 shares; 2025Q1: 78,411 shares; 2025Q2: 71,379 shares; 2025Q3: 72,835 shares; 2025Q4: 94,154 shares 94,154 $6.54M 0.12% +21,319 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: 27,807 shares; 2024Q4: 24,979 shares; 2025Q1: 20,542 shares; 2025Q2: 32,426 shares; 2025Q3: 100,086 shares; 2025Q4: 80,755 shares 80,755 $6.48M 0.12% -19,331 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: 25,311 shares; 2024Q4: 8,807 shares; 2025Q1: 9,866 shares; 2025Q2: 26,343 shares; 2025Q3: 11,051 shares; 2025Q4: 80,126 shares 80,126 $6.46M 0.12% +69,075 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: 29,399 shares; 2024Q4: 29,104 shares; 2025Q1: 25,713 shares; 2025Q2: 28,709 shares; 2025Q3: 28,734 shares; 2025Q4: 33,003 shares 33,003 $6.44M 0.11% +4,269 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: 50,414 shares; 2024Q4: 54,112 shares; 2025Q1: 45,627 shares; 2025Q2: 49,222 shares; 2025Q3: 43,391 shares; 2025Q4: 48,233 shares 48,233 $6.4M 0.11% +4,842 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: 4,299 shares; 2024Q4: 4,190 shares; 2025Q1: 1,953 shares; 2025Q2: 4,027 shares; 2025Q3: 10,378 shares; 2025Q4: 19,988 shares 19,988 $6.37M 0.11% +9,610 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: 30,955 shares; 2024Q4: 30,891 shares; 2025Q1: 30,449 shares; 2025Q2: 19,912 shares; 2025Q3: 18,291 shares; 2025Q4: 18,902 shares 18,902 $6.24M 0.11% +611 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,475 shares; 2024Q4: 57,633 shares; 2025Q1: 53,654 shares; 2025Q2: 60,721 shares; 2025Q3: 67,826 shares; 2025Q4: 80,904 shares 80,904 $6.22M 0.11% +13,078 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: 12,443 shares; 2024Q4: 12,536 shares; 2025Q1: 13,030 shares; 2025Q2: 22,253 shares; 2025Q3: 17,948 shares; 2025Q4: 20,023 shares 20,023 $6.17M 0.11% +2,075 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: 16,225 shares; 2024Q4: 42,392 shares; 2025Q1: 44,436 shares; 2025Q2: 24,613 shares; 2025Q3: 24,919 shares; 2025Q4: 112,515 shares 112,515 $6.16M 0.11% +87,596 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: 11,486 shares; 2024Q4: 8,726 shares; 2025Q1: 7,462 shares; 2025Q2: 8,025 shares; 2025Q3: 7,171 shares; 2025Q4: 9,065 shares 9,065 $6M 0.11% +1,894 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 13,312 shares; 2025Q1: 13,816 shares; 2025Q2: 73,359 shares; 2025Q3: 71,156 shares; 2025Q4: 68,310 shares 68,310 $5.89M 0.11% -2,846 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: 17,467 shares; 2024Q4: 18,553 shares; 2025Q1: 19,999 shares; 2025Q2: 19,225 shares; 2025Q3: 22,860 shares; 2025Q4: 25,348 shares 25,348 $5.86M 0.1% +2,488 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173,873 shares 173,873 $5.83M 0.1% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 19,729 shares; 2025Q1: 14,847 shares; 2025Q2: 14,849 shares; 2025Q3: 14,809 shares; 2025Q4: 55,898 shares 55,898 $5.79M 0.1% +41,089 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,310 shares; 2025Q4: 76,545 shares 76,545 $5.77M 0.1% +47,235 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 6,826 shares; 2025Q1: 11,168 shares; 2025Q2: 10,823 shares; 2025Q3: 9,868 shares; 2025Q4: 16,721 shares 16,721 $5.65M 0.1% +6,853 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: 4,378 shares; 2024Q4: 5,694 shares; 2025Q1: 10,643 shares; 2025Q2: 9,541 shares; 2025Q3: 11,514 shares; 2025Q4: 8,364 shares 8,364 $5.64M 0.1% -3,150 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: 31,181 shares; 2024Q4: 33,841 shares; 2025Q1: 34,875 shares; 2025Q2: 37,485 shares; 2025Q3: 40,390 shares; 2025Q4: 73,039 shares 73,039 $5.63M 0.1% +32,649 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: 7,910 shares; 2025Q1: 10,663 shares; 2025Q2: 10,677 shares; 2025Q3: 13,665 shares; 2025Q4: 32,807 shares 32,807 $5.62M 0.1% +19,142 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: 85,491 shares; 2024Q4: 99,557 shares; 2025Q1: 72,972 shares; 2025Q2: 54,242 shares; 2025Q3: 72,490 shares; 2025Q4: 86,633 shares 86,633 $5.58M 0.1% +14,143 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,331 shares; 2024Q4: 23,183 shares; 2025Q1: 22,703 shares; 2025Q2: 42,007 shares; 2025Q3: 100,354 shares; 2025Q4: 116,400 shares 116,400 $5.57M 0.1% +16,046 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: 28,354 shares; 2024Q4: 29,120 shares; 2025Q1: 29,737 shares; 2025Q2: 36,526 shares; 2025Q3: 40,426 shares; 2025Q4: 54,291 shares 54,291 $5.54M 0.1% +13,865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,695 shares 119,695 $5.52M 0.1% new Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 181,494 shares 181,494 $5.32M 0.09% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,198 shares; 2025Q1: 57,126 shares; 2025Q2: 55,741 shares; 2025Q3: 58,799 shares; 2025Q4: 88,898 shares 88,898 $5.29M 0.09% +30,099 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: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 7 shares 7 $5.28M 0.09% +4 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,162 shares; 2024Q4: 20,070 shares; 2025Q1: 21,901 shares; 2025Q2: 28,359 shares; 2025Q3: 33,013 shares; 2025Q4: 64,121 shares 64,121 $5.28M 0.09% +31,108 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: 40,377 shares; 2024Q4: 35,109 shares; 2025Q1: 34,276 shares; 2025Q2: 32,817 shares; 2025Q3: 31,625 shares; 2025Q4: 32,811 shares 32,811 $5.26M 0.09% +1,186 Timeline AVSF 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: 56,658 shares; 2024Q4: 56,274 shares; 2025Q1: 56,325 shares; 2025Q2: 56,498 shares; 2025Q3: 60,130 shares; 2025Q4: 111,626 shares 111,626 $5.26M 0.09% +51,496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,413 shares 43,413 $5.25M 0.09% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 9,482 shares; 2025Q1: 8,888 shares; 2025Q2: 11,017 shares; 2025Q3: 7,911 shares; 2025Q4: 9,252 shares 9,252 $5.24M 0.09% +1,341 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: 193,211 shares; 2024Q4: 194,907 shares; 2025Q1: 163,026 shares; 2025Q2: 160,218 shares; 2025Q3: 203,514 shares; 2025Q4: 210,175 shares 210,175 $5.23M 0.09% +6,661 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,129 shares; 2025Q2: 84,129 shares; 2025Q3: 84,129 shares; 2025Q4: 136,772 shares 136,772 $5.2M 0.09% +52,643 Timeline LDSF 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: 299,813 shares; 2024Q4: 298,564 shares; 2025Q1: 287,499 shares; 2025Q2: 282,173 shares; 2025Q3: 284,205 shares; 2025Q4: 271,256 shares 271,256 $5.2M 0.09% -12,949 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,494 shares; 2024Q4: 63,411 shares; 2025Q1: 62,320 shares; 2025Q2: 75,404 shares; 2025Q3: 84,900 shares; 2025Q4: 88,947 shares 88,947 $5.17M 0.09% +4,047 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,729 shares; 2024Q4: 18,225 shares; 2025Q1: 19,474 shares; 2025Q2: 25,256 shares; 2025Q3: 38,325 shares; 2025Q4: 46,013 shares 46,013 $5.11M 0.09% +7,688 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: 12,119 shares; 2024Q4: 14,950 shares; 2025Q1: 15,391 shares; 2025Q2: 15,520 shares; 2025Q3: 15,625 shares; 2025Q4: 23,071 shares 23,071 $5.07M 0.09% +7,446 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: 68,949 shares; 2024Q4: 175,883 shares; 2025Q1: 178,446 shares; 2025Q2: 145,154 shares; 2025Q3: 136,367 shares; 2025Q4: 187,363 shares 187,363 $5.04M 0.09% +50,996 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: 12,397 shares; 2024Q4: 12,358 shares; 2025Q1: 11,637 shares; 2025Q2: 16,635 shares; 2025Q3: 17,884 shares; 2025Q4: 20,760 shares 20,760 $5.01M 0.09% +2,876 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: 121,065 shares; 2024Q4: 114,369 shares; 2025Q1: 111,136 shares; 2025Q2: 118,579 shares; 2025Q3: 133,983 shares; 2025Q4: 167,140 shares 167,140 $5M 0.09% +33,157 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193,369 shares 193,369 $4.99M 0.09% new Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,645 shares; 2024Q4: 40,791 shares; 2025Q1: 41,531 shares; 2025Q2: 44,362 shares; 2025Q3: 47,787 shares; 2025Q4: 74,345 shares 74,345 $4.99M 0.09% +26,558 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: 37,130 shares; 2024Q4: 39,172 shares; 2025Q1: 42,141 shares; 2025Q2: 40,635 shares; 2025Q3: 40,710 shares; 2025Q4: 42,736 shares 42,736 $4.93M 0.09% +2,026 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,509 shares; 2024Q4: 15,061 shares; 2025Q1: 14,540 shares; 2025Q2: 4,215 shares; 2025Q3: 9,274 shares; 2025Q4: 31,684 shares 31,684 $4.9M 0.09% +22,410 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,591 shares 81,591 $4.81M 0.09% new 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: 46,689 shares; 2024Q4: 20,207 shares; 2025Q1: 15,919 shares; 2025Q2: 18,854 shares; 2025Q3: 24,549 shares; 2025Q4: 105,753 shares 105,753 $4.73M 0.08% +81,204 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 9,057 shares; 2025Q1: 27,146 shares; 2025Q2: 116,539 shares; 2025Q3: 51,472 shares; 2025Q4: 64,262 shares 64,262 $4.73M 0.08% +12,790 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: 116,669 shares; 2024Q4: 117,930 shares; 2025Q1: 75,759 shares; 2025Q2: 76,718 shares; 2025Q3: 78,037 shares; 2025Q4: 93,889 shares 93,889 $4.72M 0.08% +15,852 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,721 shares; 2024Q4: 283,114 shares; 2025Q1: 175,195 shares; 2025Q2: 176,238 shares; 2025Q3: 140,351 shares; 2025Q4: 135,741 shares 135,741 $4.72M 0.08% -4,610 Timeline HTAB 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: 140,633 shares; 2024Q4: 149,030 shares; 2025Q1: 162,233 shares; 2025Q2: 157,319 shares; 2025Q3: 230,156 shares; 2025Q4: 244,475 shares 244,475 $4.68M 0.08% +14,319 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,395 shares; 2024Q4: 40,675 shares; 2025Q1: 40,684 shares; 2025Q2: 74,817 shares; 2025Q3: 81,115 shares; 2025Q4: 56,182 shares 56,182 $4.65M 0.08% -24,933 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,304 shares; 2024Q4: 97,104 shares; 2025Q1: 100,663 shares; 2025Q2: 95,282 shares; 2025Q3: 85,668 shares; 2025Q4: 74,372 shares 74,372 $4.63M 0.08% -11,296 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 7,519 shares; 2025Q1: 7,512 shares; 2025Q2: 10,147 shares; 2025Q3: 12,680 shares; 2025Q4: 16,213 shares 16,213 $4.63M 0.08% +3,533 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: 14,016 shares; 2024Q4: 10,516 shares; 2025Q1: 11,792 shares; 2025Q2: 10,466 shares; 2025Q3: 16,638 shares; 2025Q4: 14,109 shares 14,109 $4.62M 0.08% -2,529 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: 12,158 shares; 2024Q4: 36,452 shares; 2025Q1: 200,258 shares; 2025Q2: 199,846 shares; 2025Q3: 190,773 shares; 2025Q4: 175,459 shares 175,459 $4.6M 0.08% -15,314 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: 4,362 shares; 2024Q4: 4,564 shares; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 3,086 shares; 2025Q4: 38,187 shares 38,187 $4.56M 0.08% +35,101 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,554 shares; 2024Q4: 247,323 shares; 2025Q1: 143,997 shares; 2025Q2: 100,663 shares; 2025Q3: 128,770 shares; 2025Q4: 131,499 shares 131,499 $4.56M 0.08% +2,729 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: 33,867 shares; 2024Q4: 39,779 shares; 2025Q1: 47,864 shares; 2025Q2: 48,087 shares; 2025Q3: 44,559 shares; 2025Q4: 47,345 shares 47,345 $4.43M 0.08% +2,786 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: 6,500 shares; 2024Q4: not reported; 2025Q1: 89,095 shares; 2025Q2: 81,398 shares; 2025Q3: 80,177 shares; 2025Q4: 87,707 shares 87,707 $4.43M 0.08% +7,530 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,758 shares; 2024Q4: 81,065 shares; 2025Q1: 92,066 shares; 2025Q2: 91,564 shares; 2025Q3: 89,404 shares; 2025Q4: 89,579 shares 89,579 $4.41M 0.08% +175 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: 16,070 shares; 2024Q4: 23,869 shares; 2025Q1: 21,725 shares; 2025Q2: 23,186 shares; 2025Q3: 22,349 shares; 2025Q4: 20,264 shares 20,264 $4.4M 0.08% -2,085 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: 1,913 shares; 2024Q4: 4,036 shares; 2025Q1: 5,619 shares; 2025Q2: 6,591 shares; 2025Q3: 6,560 shares; 2025Q4: 6,654 shares 6,654 $4.35M 0.08% +94 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,515 shares; 2024Q4: 65,035 shares; 2025Q1: 68,212 shares; 2025Q2: 97,422 shares; 2025Q3: 101,901 shares; 2025Q4: 104,753 shares 104,753 $4.33M 0.08% +2,852 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,509 shares; 2024Q4: 69,547 shares; 2025Q1: 46,842 shares; 2025Q2: 52,215 shares; 2025Q3: 57,291 shares; 2025Q4: 70,640 shares 70,640 $4.32M 0.08% +13,349 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: 74,353 shares; 2024Q4: 68,530 shares; 2025Q1: 64,930 shares; 2025Q2: 65,766 shares; 2025Q3: 77,469 shares; 2025Q4: 79,944 shares 79,944 $4.31M 0.08% +2,475 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: 2,592 shares; 2025Q1: 2,723 shares; 2025Q2: 3,071 shares; 2025Q3: 3,478 shares; 2025Q4: 4,017 shares 4,017 $4.3M 0.08% +539 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,472 shares 50,472 $4.27M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 145,492 shares; 2025Q2: 172,020 shares; 2025Q3: 159,462 shares; 2025Q4: 176,122 shares 176,122 $4.23M 0.08% +16,660 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: 4,311 shares; 2024Q4: 4,403 shares; 2025Q1: 4,424 shares; 2025Q2: 4,423 shares; 2025Q3: 4,191 shares; 2025Q4: 20,166 shares 20,166 $4.2M 0.07% +15,975 Timeline GRPM 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: 3,804 shares; 2024Q4: 7,703 shares; 2025Q1: 8,017 shares; 2025Q2: 7,475 shares; 2025Q3: 33,932 shares; 2025Q4: 34,943 shares 34,943 $4.19M 0.07% +1,011 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: 29,212 shares; 2024Q4: 32,254 shares; 2025Q1: 32,541 shares; 2025Q2: 32,860 shares; 2025Q3: 35,561 shares; 2025Q4: 35,582 shares 35,582 $4.17M 0.07% +21 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 6,500 shares; 2025Q1: 4,433 shares; 2025Q2: 4,902 shares; 2025Q3: 8,484 shares; 2025Q4: 8,550 shares 8,550 $4.14M 0.07% +66 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 22,446 shares; 2025Q3: 99,039 shares; 2025Q4: 104,291 shares 104,291 $4.13M 0.07% +5,252 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,407 shares; 2024Q4: 27,386 shares; 2025Q1: 23,228 shares; 2025Q2: 20,363 shares; 2025Q3: 20,281 shares; 2025Q4: 20,741 shares 20,741 $4.12M 0.07% +460 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,964 shares; 2025Q1: 10,347 shares; 2025Q2: 18,666 shares; 2025Q3: 17,447 shares; 2025Q4: 25,153 shares 25,153 $4.08M 0.07% +7,706 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: 14,325 shares; 2024Q4: 14,484 shares; 2025Q1: 13,851 shares; 2025Q2: 10,648 shares; 2025Q3: 10,749 shares; 2025Q4: 10,268 shares 10,268 $4.05M 0.07% -481 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,132 shares; 2024Q4: 12,211 shares; 2025Q1: 15,533 shares; 2025Q2: 16,706 shares; 2025Q3: 17,156 shares; 2025Q4: 21,388 shares 21,388 $4.02M 0.07% +4,232 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: not reported; 2025Q1: 151,083 shares; 2025Q2: 130,454 shares; 2025Q3: 90,509 shares; 2025Q4: 85,659 shares 85,659 $4.01M 0.07% -4,850 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,349 shares; 2025Q2: 15,307 shares; 2025Q3: 12,141 shares; 2025Q4: 19,250 shares 19,250 $3.96M 0.07% +7,109 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,548 shares; 2025Q1: not reported; 2025Q2: 982 shares; 2025Q3: 960 shares; 2025Q4: 14,493 shares 14,493 $3.93M 0.07% +13,533 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: 35,640 shares; 2024Q4: 41,682 shares; 2025Q1: 37,131 shares; 2025Q2: 36,196 shares; 2025Q3: 40,339 shares; 2025Q4: 41,259 shares 41,259 $3.92M 0.07% +920 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: not reported; 2024Q4: not reported; 2025Q1: 95,823 shares; 2025Q2: 85,278 shares; 2025Q3: 59,128 shares; 2025Q4: 117,039 shares 117,039 $3.83M 0.07% +57,911 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 34,654 shares; 2025Q1: 4,665 shares; 2025Q2: 79,696 shares; 2025Q3: 78,070 shares; 2025Q4: 80,754 shares 80,754 $3.81M 0.07% +2,684 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,414 shares; 2024Q4: 189,088 shares; 2025Q1: 198,319 shares; 2025Q2: 226,716 shares; 2025Q3: 115,706 shares; 2025Q4: 146,772 shares 146,772 $3.8M 0.07% +31,066 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: 238,436 shares; 2024Q4: 237,159 shares; 2025Q1: 150,280 shares; 2025Q2: 160,138 shares; 2025Q3: 150,902 shares; 2025Q4: 151,033 shares 151,033 $3.75M 0.07% +131 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,898 shares; 2025Q1: 30,524 shares; 2025Q2: 36,971 shares; 2025Q3: 36,986 shares; 2025Q4: 38,145 shares 38,145 $3.75M 0.07% +1,159 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,907 shares; 2024Q4: 35,860 shares; 2025Q1: 35,620 shares; 2025Q2: 41,918 shares; 2025Q3: 41,261 shares; 2025Q4: 40,792 shares 40,792 $3.73M 0.07% -469 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: 7,006 shares; 2024Q4: 6,796 shares; 2025Q1: 6,553 shares; 2025Q2: 7,065 shares; 2025Q3: 7,155 shares; 2025Q4: 7,906 shares 7,906 $3.68M 0.07% +751 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,955 shares 9,955 $3.67M 0.07% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,666 shares; 2024Q4: 111,638 shares; 2025Q1: 120,630 shares; 2025Q2: 81,922 shares; 2025Q3: 84,872 shares; 2025Q4: 42,472 shares 42,472 $3.64M 0.06% -42,400 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 35,016 shares; 2025Q1: 42,458 shares; 2025Q2: 19,707 shares; 2025Q3: 29,182 shares; 2025Q4: 36,273 shares 36,273 $3.63M 0.06% +7,091 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: 13,350 shares; 2024Q4: 13,091 shares; 2025Q1: 13,234 shares; 2025Q2: 13,265 shares; 2025Q3: 13,201 shares; 2025Q4: 12,520 shares 12,520 $3.61M 0.06% -681 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 14,023 shares; 2025Q1: 14,064 shares; 2025Q2: 9,557 shares; 2025Q3: 8,278 shares; 2025Q4: 23,236 shares 23,236 $3.6M 0.06% +14,958 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,111 shares; 2024Q4: 1,416 shares; 2025Q1: 3,101 shares; 2025Q2: 4,070 shares; 2025Q3: 3,491 shares; 2025Q4: 3,364 shares 3,364 $3.6M 0.06% -127 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,084 shares 32,084 $3.59M 0.06% new Timeline QDPL 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: 138,192 shares; 2024Q4: 113,335 shares; 2025Q1: 120,526 shares; 2025Q2: 95,540 shares; 2025Q3: 93,259 shares; 2025Q4: 84,023 shares 84,023 $3.57M 0.06% -9,236 Timeline ITB 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: 346,725 shares; 2024Q4: 356,213 shares; 2025Q1: 365,657 shares; 2025Q2: 407,477 shares; 2025Q3: 43,516 shares; 2025Q4: 36,833 shares 36,833 $3.55M 0.06% -6,683 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,363 shares; 2025Q2: 31,231 shares; 2025Q3: 29,261 shares; 2025Q4: 102,585 shares 102,585 $3.54M 0.06% +73,324 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,285 shares; 2025Q1: 21,451 shares; 2025Q2: 24,054 shares; 2025Q3: 24,976 shares; 2025Q4: 26,038 shares 26,038 $3.53M 0.06% +1,062 Timeline QAI NYLIM ETF TR More: the full row for NYLIM 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: 105,336 shares 105,336 $3.53M 0.06% new 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: 13,209 shares; 2024Q4: 11,901 shares; 2025Q1: 12,924 shares; 2025Q2: 13,424 shares; 2025Q3: 15,772 shares; 2025Q4: 15,393 shares 15,393 $3.52M 0.06% -379 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: 14,089 shares; 2024Q4: 14,050 shares; 2025Q1: 12,900 shares; 2025Q2: 13,397 shares; 2025Q3: 13,039 shares; 2025Q4: 16,011 shares 16,011 $3.52M 0.06% +2,972 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,367 shares; 2024Q4: 23,649 shares; 2025Q1: 36,135 shares; 2025Q2: 71,255 shares; 2025Q3: 71,105 shares; 2025Q4: 71,105 shares 71,105 $3.51M 0.06% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 7,124 shares; 2025Q1: 8,155 shares; 2025Q2: 10,840 shares; 2025Q3: 10,732 shares; 2025Q4: 17,084 shares 17,084 $3.5M 0.06% +6,352 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: 271,740 shares; 2024Q4: 270,903 shares; 2025Q1: 98,700 shares; 2025Q2: 99,225 shares; 2025Q3: 97,475 shares; 2025Q4: 94,917 shares 94,917 $3.44M 0.06% -2,558 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: 18,447 shares; 2024Q4: 19,260 shares; 2025Q1: 17,072 shares; 2025Q2: 14,113 shares; 2025Q3: 14,286 shares; 2025Q4: 38,594 shares 38,594 $3.42M 0.06% +24,308 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: 343,123 shares; 2024Q4: 349,860 shares; 2025Q1: 323,117 shares; 2025Q2: 69,761 shares; 2025Q3: 70,106 shares; 2025Q4: 114,636 shares 114,636 $3.39M 0.06% +44,530 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,750 shares; 2024Q4: 106,488 shares; 2025Q1: 97,202 shares; 2025Q2: 83,097 shares; 2025Q3: 84,016 shares; 2025Q4: 78,856 shares 78,856 $3.36M 0.06% -5,160 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,549 shares; 2025Q4: 32,770 shares 32,770 $3.36M 0.06% +2,221 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: 15,336 shares; 2024Q4: 16,041 shares; 2025Q1: 11,502 shares; 2025Q2: 12,822 shares; 2025Q3: 13,189 shares; 2025Q4: 15,651 shares 15,651 $3.29M 0.06% +2,462 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,669 shares; 2024Q4: 38,786 shares; 2025Q1: 47,171 shares; 2025Q2: 47,377 shares; 2025Q3: 43,704 shares; 2025Q4: 41,523 shares 41,523 $3.28M 0.06% -2,181 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 6,228 shares; 2025Q1: 9,628 shares; 2025Q2: 15,074 shares; 2025Q3: 14,271 shares; 2025Q4: 13,533 shares 13,533 $3.28M 0.06% -738 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: 16,440 shares; 2024Q4: 14,860 shares; 2025Q1: 12,022 shares; 2025Q2: 13,730 shares; 2025Q3: 13,683 shares; 2025Q4: 18,759 shares 18,759 $3.25M 0.06% +5,076 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,742 shares; 2024Q4: 21,541 shares; 2025Q1: 15,756 shares; 2025Q2: 14,308 shares; 2025Q3: 16,231 shares; 2025Q4: 17,500 shares 17,500 $3.25M 0.06% +1,269 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,219 shares; 2024Q4: 84,215 shares; 2025Q1: 83,836 shares; 2025Q2: 82,934 shares; 2025Q3: 82,919 shares; 2025Q4: 83,567 shares 83,567 $3.21M 0.06% +648 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: 158,471 shares; 2024Q4: 153,092 shares; 2025Q1: 76,047 shares; 2025Q2: 76,910 shares; 2025Q3: 82,720 shares; 2025Q4: 86,715 shares 86,715 $3.2M 0.06% +3,995 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,319 shares; 2024Q4: 79,079 shares; 2025Q1: 86,698 shares; 2025Q2: 82,690 shares; 2025Q3: 76,340 shares; 2025Q4: 79,327 shares 79,327 $3.19M 0.06% +2,987 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,429 shares; 2024Q4: 63,109 shares; 2025Q1: 58,898 shares; 2025Q2: 59,868 shares; 2025Q3: 57,334 shares; 2025Q4: 54,311 shares 54,311 $3.18M 0.06% -3,023 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: 14,895 shares; 2024Q4: 14,084 shares; 2025Q1: 14,384 shares; 2025Q2: 14,484 shares; 2025Q3: 15,559 shares; 2025Q4: 34,332 shares 34,332 $3.18M 0.06% +18,773 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: 52,743 shares; 2024Q4: 54,032 shares; 2025Q1: 67,644 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares; 2025Q4: 61,962 shares 61,962 $3.15M 0.06% +9,270 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,104 shares; 2024Q4: 37,699 shares; 2025Q1: 39,500 shares; 2025Q2: 57,773 shares; 2025Q3: 57,773 shares; 2025Q4: 57,398 shares 57,398 $3.15M 0.06% -375 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 23,023 shares; 2025Q1: 28,396 shares; 2025Q2: 28,677 shares; 2025Q3: 26,315 shares; 2025Q4: 30,250 shares 30,250 $3.15M 0.06% +3,935 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: 13,462 shares; 2024Q4: 12,490 shares; 2025Q1: 10,220 shares; 2025Q2: 10,468 shares; 2025Q3: 10,264 shares; 2025Q4: 12,703 shares 12,703 $3.13M 0.06% +2,439 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,117 shares; 2025Q1: 9,930 shares; 2025Q2: 9,822 shares; 2025Q3: 10,066 shares; 2025Q4: 10,069 shares 10,069 $3.12M 0.06% +3 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,349 shares; 2024Q4: 78,292 shares; 2025Q1: 75,724 shares; 2025Q2: 50,504 shares; 2025Q3: 51,292 shares; 2025Q4: 49,613 shares 49,613 $3.08M 0.06% -1,679 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,992 shares; 2024Q4: 24,334 shares; 2025Q1: 16,223 shares; 2025Q2: 18,032 shares; 2025Q3: 28,727 shares; 2025Q4: 36,110 shares 36,110 $3.02M 0.05% +7,383 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: 9,470 shares; 2024Q4: 6,698 shares; 2025Q1: 6,836 shares; 2025Q2: 7,349 shares; 2025Q3: 8,066 shares; 2025Q4: 8,972 shares 8,972 $3.02M 0.05% +906 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,035 shares; 2024Q4: 76,212 shares; 2025Q1: 53,226 shares; 2025Q2: 48,745 shares; 2025Q3: 19,718 shares; 2025Q4: 31,966 shares 31,966 $3.01M 0.05% +12,248 Timeline AVES 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: 32,077 shares; 2024Q4: 35,401 shares; 2025Q1: 39,316 shares; 2025Q2: 42,928 shares; 2025Q3: 47,683 shares; 2025Q4: 51,550 shares 51,550 $3.01M 0.05% +3,867 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: 15,335 shares; 2024Q4: 5,811 shares; 2025Q1: 5,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,467 shares 19,467 $2.99M 0.05% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,646 shares; 2025Q2: 20,842 shares; 2025Q3: 22,890 shares; 2025Q4: 35,278 shares 35,278 $2.95M 0.05% +12,388 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: 68,202 shares; 2024Q4: 61,068 shares; 2025Q1: 28,959 shares; 2025Q2: 53,477 shares; 2025Q3: 74,765 shares; 2025Q4: 62,459 shares 62,459 $2.93M 0.05% -12,306 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,017 shares 45,017 $2.9M 0.05% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,405 shares; 2025Q2: 23,052 shares; 2025Q3: 30,578 shares; 2025Q4: 60,343 shares 60,343 $2.9M 0.05% +29,765 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: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 5,223 shares; 2025Q2: 5,793 shares; 2025Q3: 4,793 shares; 2025Q4: 8,194 shares 8,194 $2.88M 0.05% +3,401 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,874 shares; 2025Q2: 86,888 shares; 2025Q3: 78,043 shares; 2025Q4: 86,823 shares 86,823 $2.87M 0.05% +8,780 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 18,436 shares; 2025Q1: 40,045 shares; 2025Q2: 18,927 shares; 2025Q3: 24,152 shares; 2025Q4: 24,737 shares 24,737 $2.87M 0.05% +585 Timeline IYR 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: 23,959 shares; 2025Q1: 23,190 shares; 2025Q2: 23,193 shares; 2025Q3: 23,193 shares; 2025Q4: 30,509 shares 30,509 $2.86M 0.05% +7,316 Timeline SPYX 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: 11,942 shares; 2024Q4: 11,500 shares; 2025Q1: 13,064 shares; 2025Q2: 13,513 shares; 2025Q3: 46,567 shares; 2025Q4: 50,913 shares 50,913 $2.86M 0.05% +4,346 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,751 shares 113,751 $2.82M 0.05% new Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,533 shares; 2024Q4: 49,833 shares; 2025Q1: 50,229 shares; 2025Q2: 53,322 shares; 2025Q3: 63,513 shares; 2025Q4: 69,096 shares 69,096 $2.81M 0.05% +5,583 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,578 shares; 2025Q2: 24,260 shares; 2025Q3: 29,481 shares; 2025Q4: 35,884 shares 35,884 $2.8M 0.05% +6,403 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: 20,441 shares; 2024Q4: 12,283 shares; 2025Q1: 15,833 shares; 2025Q2: 15,870 shares; 2025Q3: 18,095 shares; 2025Q4: 34,204 shares 34,204 $2.79M 0.05% +16,109 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 9,593 shares; 2025Q2: 9,808 shares; 2025Q3: 11,128 shares; 2025Q4: 14,526 shares 14,526 $2.78M 0.05% +3,398 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 120,317 shares 120,317 $2.71M 0.05% new Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: not reported; 2025Q3: 6,296 shares; 2025Q4: 8,358 shares 8,358 $2.7M 0.05% +2,062 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: 9,481 shares; 2024Q4: 8,994 shares; 2025Q1: 10,228 shares; 2025Q2: 9,871 shares; 2025Q3: 12,279 shares; 2025Q4: 28,347 shares 28,347 $2.7M 0.05% +16,068 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: 15,758 shares; 2024Q4: 17,350 shares; 2025Q1: 18,272 shares; 2025Q2: 20,090 shares; 2025Q3: 24,305 shares; 2025Q4: 61,803 shares 61,803 $2.69M 0.05% +37,498 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,521 shares; 2025Q2: 85,943 shares; 2025Q3: 94,763 shares; 2025Q4: 104,868 shares 104,868 $2.68M 0.05% +10,105 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,340 shares; 2024Q4: 51,875 shares; 2025Q1: 58,900 shares; 2025Q2: 79,675 shares; 2025Q3: 71,388 shares; 2025Q4: 59,555 shares 59,555 $2.68M 0.05% -11,833 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 12,885 shares; 2025Q1: 17,237 shares; 2025Q2: 28,910 shares; 2025Q3: 27,738 shares; 2025Q4: 23,654 shares 23,654 $2.68M 0.05% -4,084 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,694 shares; 2024Q4: 17,731 shares; 2025Q1: 18,459 shares; 2025Q2: 18,613 shares; 2025Q3: 18,557 shares; 2025Q4: 18,402 shares 18,402 $2.66M 0.05% -155 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: 52,701 shares; 2024Q4: 42,145 shares; 2025Q1: 37,879 shares; 2025Q2: 35,648 shares; 2025Q3: 35,264 shares; 2025Q4: 45,764 shares 45,764 $2.64M 0.05% +10,500 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: 21,057 shares; 2024Q4: 22,027 shares; 2025Q1: 19,242 shares; 2025Q2: 20,082 shares; 2025Q3: 21,666 shares; 2025Q4: 24,996 shares 24,996 $2.62M 0.05% +3,330 Timeline GUESS? INC GUESS? INC More: the full row for GUESS? 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: 156,238 shares 156,238 $2.62M 0.05% new TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,259 shares; 2025Q1: 3,816 shares; 2025Q2: 3,470 shares; 2025Q3: 3,372 shares; 2025Q4: 11,494 shares 11,494 $2.62M 0.05% +8,122 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: 6,136 shares; 2024Q4: 6,215 shares; 2025Q1: 3,659 shares; 2025Q2: 5,195 shares; 2025Q3: 6,793 shares; 2025Q4: 7,047 shares 7,047 $2.61M 0.05% +254 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,294 shares 36,294 $2.61M 0.05% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,202 shares; 2025Q2: 45,289 shares; 2025Q3: 56,641 shares; 2025Q4: 66,488 shares 66,488 $2.58M 0.05% +9,847 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,523 shares; 2025Q1: 2,320 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,807 shares 15,807 $2.56M 0.05% new Timeline HYLS 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: 60,333 shares 60,333 $2.53M 0.05% new 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: 7,722 shares; 2024Q4: 13,205 shares; 2025Q1: 14,864 shares; 2025Q2: 14,833 shares; 2025Q3: 14,981 shares; 2025Q4: 25,131 shares 25,131 $2.51M 0.04% +10,150 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,331 shares; 2024Q4: 26,379 shares; 2025Q1: 27,272 shares; 2025Q2: 27,765 shares; 2025Q3: 46,855 shares; 2025Q4: 49,208 shares 49,208 $2.5M 0.04% +2,353 Timeline FTLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,242 shares 35,242 $2.5M 0.04% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,414 shares; 2024Q4: not reported; 2025Q1: 26,412 shares; 2025Q2: 6,276 shares; 2025Q3: 28,999 shares; 2025Q4: 35,744 shares 35,744 $2.48M 0.04% +6,745 Timeline AVMU 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: 53,554 shares 53,554 $2.48M 0.04% new 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: 6,695 shares; 2024Q4: 5,110 shares; 2025Q1: 4,972 shares; 2025Q2: 8,561 shares; 2025Q3: 10,239 shares; 2025Q4: 8,418 shares 8,418 $2.47M 0.04% -1,821 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,120 shares; 2025Q2: 34,236 shares; 2025Q3: 37,253 shares; 2025Q4: 48,687 shares 48,687 $2.45M 0.04% +11,434 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,135 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares 1,136 $2.44M 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,717 shares; 2024Q4: 31,118 shares; 2025Q1: 27,768 shares; 2025Q2: 27,792 shares; 2025Q3: 16,968 shares; 2025Q4: 31,394 shares 31,394 $2.44M 0.04% +14,426 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: 8,458 shares; 2024Q4: 6,960 shares; 2025Q1: 7,084 shares; 2025Q2: 7,051 shares; 2025Q3: 8,059 shares; 2025Q4: 17,198 shares 17,198 $2.43M 0.04% +9,139 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: 13,316 shares; 2024Q4: 11,532 shares; 2025Q1: 10,121 shares; 2025Q2: 11,094 shares; 2025Q3: 10,303 shares; 2025Q4: 9,025 shares 9,025 $2.39M 0.04% -1,278 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,940 shares; 2024Q4: 88,574 shares; 2025Q1: 79,607 shares; 2025Q2: 78,228 shares; 2025Q3: 88,833 shares; 2025Q4: 102,241 shares 102,241 $2.39M 0.04% +13,408 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,681 shares; 2024Q4: 203,351 shares; 2025Q1: 243,833 shares; 2025Q2: 220,654 shares; 2025Q3: 185,092 shares; 2025Q4: 180,084 shares 180,084 $2.39M 0.04% -5,008 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 6,901 shares 6,901 $2.33M 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 12,370 shares; 2025Q1: 6,230 shares; 2025Q2: 7,370 shares; 2025Q3: 13,794 shares; 2025Q4: 12,656 shares 12,656 $2.33M 0.04% -1,138 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 7,190 shares; 2025Q1: 7,180 shares; 2025Q2: 6,583 shares; 2025Q3: 6,581 shares; 2025Q4: 6,580 shares 6,580 $2.32M 0.04% -1 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: 49,796 shares; 2024Q4: 42,817 shares; 2025Q1: 48,368 shares; 2025Q2: 49,516 shares; 2025Q3: 41,851 shares; 2025Q4: 42,896 shares 42,896 $2.31M 0.04% +1,045 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,819 shares 26,819 $2.3M 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 673 shares; 2025Q4: 4,063 shares 4,063 $2.28M 0.04% +3,390 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: 4,003 shares; 2024Q4: 5,776 shares; 2025Q1: 3,764 shares; 2025Q2: 4,392 shares; 2025Q3: 4,139 shares; 2025Q4: 4,846 shares 4,846 $2.27M 0.04% +707 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,743 shares; 2025Q4: 35,449 shares 35,449 $2.27M 0.04% +706 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,396 shares; 2025Q2: 33,868 shares; 2025Q3: 37,397 shares; 2025Q4: 45,192 shares 45,192 $2.25M 0.04% +7,795 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS 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: 113,818 shares 113,818 $2.23M 0.04% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,241 shares; 2024Q4: 20,502 shares; 2025Q1: 6,382 shares; 2025Q2: 7,201 shares; 2025Q3: 8,187 shares; 2025Q4: 10,603 shares 10,603 $2.21M 0.04% +2,416 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: 3,569 shares; 2024Q4: 4,585 shares; 2025Q1: 5,602 shares; 2025Q2: 8,058 shares; 2025Q3: 7,056 shares; 2025Q4: 6,264 shares 6,264 $2.21M 0.04% -792 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: 34,444 shares; 2024Q4: 43,287 shares; 2025Q1: 27,672 shares; 2025Q2: 28,464 shares; 2025Q3: 23,338 shares; 2025Q4: 51,782 shares 51,782 $2.21M 0.04% +28,444 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242,727 shares; 2025Q1: 227,437 shares; 2025Q2: 40,548 shares; 2025Q3: 46,044 shares; 2025Q4: 43,705 shares 43,705 $2.21M 0.04% -2,339 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 14,779 shares; 2025Q1: 13,818 shares; 2025Q2: 20,506 shares; 2025Q3: 26,347 shares; 2025Q4: 21,925 shares 21,925 $2.2M 0.04% -4,422 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,876 shares; 2024Q4: 6,019 shares; 2025Q1: 5,095 shares; 2025Q2: 5,104 shares; 2025Q3: 5,112 shares; 2025Q4: 17,900 shares 17,900 $2.18M 0.04% +12,788 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 34,342 shares; 2025Q4: 43,085 shares 43,085 $2.17M 0.04% +8,743 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: 14,123 shares; 2025Q4: 12,590 shares 12,590 $2.17M 0.04% -1,533 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 3,618 shares; 2025Q1: 3,161 shares; 2025Q2: 3,445 shares; 2025Q3: 3,286 shares; 2025Q4: 4,581 shares 4,581 $2.15M 0.04% +1,295 Timeline SHV 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: 24,048 shares; 2024Q4: 24,126 shares; 2025Q1: 24,110 shares; 2025Q2: 24,924 shares; 2025Q3: 20,436 shares; 2025Q4: 19,482 shares 19,482 $2.15M 0.04% -954 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,149 shares; 2024Q4: 21,547 shares; 2025Q1: 7,849 shares; 2025Q2: 7,652 shares; 2025Q3: 14,690 shares; 2025Q4: 21,409 shares 21,409 $2.14M 0.04% +6,719 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 18,710 shares; 2025Q1: 15,014 shares; 2025Q2: 14,823 shares; 2025Q3: 14,783 shares; 2025Q4: 17,827 shares 17,827 $2.13M 0.04% +3,044 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,255 shares; 2025Q4: 61,895 shares 61,895 $2.13M 0.04% +2,640 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,296 shares; 2024Q4: 21,474 shares; 2025Q1: 24,800 shares; 2025Q2: 23,143 shares; 2025Q3: 26,260 shares; 2025Q4: 26,880 shares 26,880 $2.12M 0.04% +620 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,113 shares; 2024Q4: 67,368 shares; 2025Q1: 70,383 shares; 2025Q2: 74,934 shares; 2025Q3: 80,317 shares; 2025Q4: 76,571 shares 76,571 $2.1M 0.04% -3,746 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 37,916 shares; 2025Q1: 21,950 shares; 2025Q2: 46,224 shares; 2025Q3: 61,347 shares; 2025Q4: 63,988 shares 63,988 $2.09M 0.04% +2,641 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: 32,662 shares; 2024Q4: 32,276 shares; 2025Q1: 29,951 shares; 2025Q2: 30,255 shares; 2025Q3: 30,765 shares; 2025Q4: 31,120 shares 31,120 $2.09M 0.04% +355 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,448 shares; 2024Q4: 21,576 shares; 2025Q1: 27,352 shares; 2025Q2: 27,259 shares; 2025Q3: 25,416 shares; 2025Q4: 25,017 shares 25,017 $2.06M 0.04% -399 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 3,879 shares; 2025Q2: 4,294 shares; 2025Q3: 6,705 shares; 2025Q4: 5,472 shares 5,472 $2.05M 0.04% -1,233 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,552 shares 9,552 $2.05M 0.04% new Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 80,181 shares; 2025Q4: 77,137 shares 77,137 $2.05M 0.04% -3,044 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,479 shares; 2025Q1: 1,255 shares; 2025Q2: 1,288 shares; 2025Q3: 1,003 shares; 2025Q4: 2,023 shares 2,023 $2.04M 0.04% +1,020 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,345 shares; 2025Q4: 38,927 shares 38,927 $2.04M 0.04% +10,582 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,197 shares; 2024Q4: 13,120 shares; 2025Q1: 15,388 shares; 2025Q2: 18,890 shares; 2025Q3: 13,360 shares; 2025Q4: 12,388 shares 12,388 $1.99M 0.04% -972 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,008 shares; 2024Q4: 20,394 shares; 2025Q1: 21,615 shares; 2025Q2: 19,989 shares; 2025Q3: 23,530 shares; 2025Q4: 21,658 shares 21,658 $1.99M 0.04% -1,872 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 14,857 shares; 2025Q1: 12,119 shares; 2025Q2: 14,735 shares; 2025Q3: 13,417 shares; 2025Q4: 13,373 shares 13,373 $1.99M 0.04% -44 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: 7,265 shares; 2024Q4: 5,764 shares; 2025Q1: 17,045 shares; 2025Q2: 27,837 shares; 2025Q3: 30,716 shares; 2025Q4: 31,302 shares 31,302 $1.97M 0.04% +586 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: 51,705 shares; 2024Q4: 52,952 shares; 2025Q1: 48,536 shares; 2025Q2: 48,347 shares; 2025Q3: 49,827 shares; 2025Q4: 40,849 shares 40,849 $1.95M 0.03% -8,978 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: 62,692 shares; 2024Q4: 48,462 shares; 2025Q1: 42,033 shares; 2025Q2: 34,140 shares; 2025Q3: 29,791 shares; 2025Q4: 32,282 shares 32,282 $1.94M 0.03% +2,491 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 8,973 shares 8,973 $1.93M 0.03% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,596 shares; 2025Q3: 39,776 shares; 2025Q4: 50,232 shares 50,232 $1.93M 0.03% +10,456 Timeline XME 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: not reported; 2025Q3: not reported; 2025Q4: 18,512 shares 18,512 $1.92M 0.03% new 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: 3,900 shares; 2024Q4: 3,927 shares; 2025Q1: 3,856 shares; 2025Q2: 4,764 shares; 2025Q3: 4,654 shares; 2025Q4: 4,979 shares 4,979 $1.86M 0.03% +325 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881 shares; 2024Q4: 872 shares; 2025Q1: 878 shares; 2025Q2: 871 shares; 2025Q3: 873 shares; 2025Q4: 864 shares 864 $1.86M 0.03% -9 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,185 shares; 2025Q3: 13,440 shares; 2025Q4: 40,240 shares 40,240 $1.85M 0.03% +26,800 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,102 shares; 2024Q4: 100,475 shares; 2025Q1: 64,075 shares; 2025Q2: 63,738 shares; 2025Q3: 50,909 shares; 2025Q4: 49,829 shares 49,829 $1.84M 0.03% -1,080 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,904 shares; 2025Q2: 24,889 shares; 2025Q3: 29,980 shares; 2025Q4: 30,836 shares 30,836 $1.83M 0.03% +856 Timeline PHO 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: not reported; 2025Q4: 25,621 shares 25,621 $1.8M 0.03% new 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: 4,271 shares; 2024Q4: 2,244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,162 shares 10,162 $1.8M 0.03% new 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: 10,943 shares; 2024Q4: 16,124 shares; 2025Q1: 16,546 shares; 2025Q2: 12,021 shares; 2025Q3: 14,971 shares; 2025Q4: 14,470 shares 14,470 $1.78M 0.03% -501 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: 14,298 shares; 2024Q4: 13,300 shares; 2025Q1: 11,986 shares; 2025Q2: 10,418 shares; 2025Q3: 13,371 shares; 2025Q4: 14,526 shares 14,526 $1.78M 0.03% +1,155 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: 60,165 shares; 2024Q4: 65,037 shares; 2025Q1: 52,627 shares; 2025Q2: 56,760 shares; 2025Q3: 57,636 shares; 2025Q4: 53,779 shares 53,779 $1.76M 0.03% -3,857 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 3,212 shares; 2025Q1: 1,832 shares; 2025Q2: 1,401 shares; 2025Q3: 986 shares; 2025Q4: 3,369 shares 3,369 $1.76M 0.03% +2,383 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: 4,750 shares; 2024Q4: 4,580 shares; 2025Q1: 1,488 shares; 2025Q2: 1,494 shares; 2025Q3: 4,479 shares; 2025Q4: 4,484 shares 4,484 $1.74M 0.03% +5 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: 16,871 shares; 2024Q4: 17,003 shares; 2025Q1: 19,160 shares; 2025Q2: 17,630 shares; 2025Q3: 14,534 shares; 2025Q4: 9,541 shares 9,541 $1.74M 0.03% -4,993 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,235 shares; 2024Q4: 10,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,593 shares 62,593 $1.71M 0.03% new Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,985 shares; 2025Q1: 106,400 shares; 2025Q2: 104,680 shares; 2025Q3: 195,605 shares; 2025Q4: 180,665 shares 180,665 $1.7M 0.03% -14,940 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: 2,000 shares; 2024Q4: 6,310 shares; 2025Q1: 8,145 shares; 2025Q2: 8,160 shares; 2025Q3: 9,216 shares; 2025Q4: 11,202 shares 11,202 $1.7M 0.03% +1,986 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,381 shares; 2024Q4: 20,130 shares; 2025Q1: 16,735 shares; 2025Q2: 20,259 shares; 2025Q3: 19,389 shares; 2025Q4: 17,876 shares 17,876 $1.7M 0.03% -1,513 Timeline GLOF 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: 32,244 shares 32,244 $1.7M 0.03% new 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: 1,858 shares; 2024Q4: 4,915 shares; 2025Q1: 3,484 shares; 2025Q2: 4,010 shares; 2025Q3: 3,980 shares; 2025Q4: 4,016 shares 4,016 $1.69M 0.03% +36 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 19,217 shares; 2025Q1: 7,812 shares; 2025Q2: 7,687 shares; 2025Q3: 7,726 shares; 2025Q4: 12,058 shares 12,058 $1.68M 0.03% +4,332 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: 7,105 shares; 2024Q4: 6,995 shares; 2025Q1: 9,053 shares; 2025Q2: 8,843 shares; 2025Q3: 9,090 shares; 2025Q4: 14,780 shares 14,780 $1.67M 0.03% +5,690 Timeline DAVE DAVE INC More: the full row for DAVE 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: 7,356 shares 7,356 $1.63M 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: 10,911 shares; 2025Q1: 8,200 shares; 2025Q2: 7,716 shares; 2025Q3: 7,994 shares; 2025Q4: 7,942 shares 7,942 $1.61M 0.03% -52 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: 9,424 shares; 2024Q4: 8,993 shares; 2025Q1: 8,403 shares; 2025Q2: 9,252 shares; 2025Q3: 8,781 shares; 2025Q4: 8,272 shares 8,272 $1.61M 0.03% -509 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: 8,468 shares; 2024Q4: 8,643 shares; 2025Q1: 8,482 shares; 2025Q2: 8,482 shares; 2025Q3: 8,361 shares; 2025Q4: 9,803 shares 9,803 $1.6M 0.03% +1,442 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,443 shares; 2024Q4: 44,810 shares; 2025Q1: 30,064 shares; 2025Q2: 30,830 shares; 2025Q3: 35,928 shares; 2025Q4: 33,626 shares 33,626 $1.58M 0.03% -2,302 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,792 shares; 2024Q4: 30,303 shares; 2025Q1: 27,869 shares; 2025Q2: 31,569 shares; 2025Q3: 34,309 shares; 2025Q4: 34,379 shares 34,379 $1.58M 0.03% +70 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 752 shares; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 5,322 shares 5,322 $1.58M 0.03% +4,640 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: 3,448 shares; 2024Q4: 8,264 shares; 2025Q1: 2,502 shares; 2025Q2: 1,713 shares; 2025Q3: 1,650 shares; 2025Q4: 12,237 shares 12,237 $1.56M 0.03% +10,587 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,140 shares; 2025Q1: 40,821 shares; 2025Q2: 29,160 shares; 2025Q3: 27,625 shares; 2025Q4: 23,468 shares 23,468 $1.56M 0.03% -4,157 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 4,403 shares 4,403 $1.56M 0.03% new 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: 17,464 shares; 2024Q4: 16,858 shares; 2025Q1: 19,005 shares; 2025Q2: 18,222 shares; 2025Q3: 16,886 shares; 2025Q4: 17,848 shares 17,848 $1.56M 0.03% +962 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 1,837 shares; 2025Q1: 4,440 shares; 2025Q2: 5,990 shares; 2025Q3: 5,034 shares; 2025Q4: 6,772 shares 6,772 $1.53M 0.03% +1,738 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $1.53M 0.03% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,812 shares; 2025Q1: 18,364 shares; 2025Q2: 17,866 shares; 2025Q3: 15,195 shares; 2025Q4: 16,525 shares 16,525 $1.53M 0.03% +1,330 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares 4,403 $1.51M 0.03% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,516 shares 56,516 $1.51M 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,091 shares; 2025Q4: 10,276 shares 10,276 $1.51M 0.03% +1,185 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,136 shares; 2024Q4: 92,267 shares; 2025Q1: 59,067 shares; 2025Q2: 75,147 shares; 2025Q3: 69,970 shares; 2025Q4: 44,255 shares 44,255 $1.5M 0.03% -25,715 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG 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: 116,913 shares 116,913 $1.49M 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,066 shares; 2024Q4: 23,242 shares; 2025Q1: 4,782 shares; 2025Q2: 5,343 shares; 2025Q3: 5,176 shares; 2025Q4: 5,160 shares 5,160 $1.49M 0.03% -16 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: 3,172 shares; 2024Q4: 3,277 shares; 2025Q1: 2,242 shares; 2025Q2: 2,356 shares; 2025Q3: 2,219 shares; 2025Q4: 4,762 shares 4,762 $1.49M 0.03% +2,543 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: 5,082 shares; 2024Q4: 4,912 shares; 2025Q1: 9,262 shares; 2025Q2: 7,044 shares; 2025Q3: 7,018 shares; 2025Q4: 7,641 shares 7,641 $1.48M 0.03% +623 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,010 shares 22,010 $1.48M 0.03% new 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: 3,605 shares; 2024Q4: 3,851 shares; 2025Q1: 4,235 shares; 2025Q2: 4,631 shares; 2025Q3: 10,968 shares; 2025Q4: 13,754 shares 13,754 $1.47M 0.03% +2,786 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,814 shares; 2025Q1: 3,409 shares; 2025Q2: 2,804 shares; 2025Q3: 3,268 shares; 2025Q4: 2,508 shares 2,508 $1.46M 0.03% -760 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: 6,915 shares; 2024Q4: 6,871 shares; 2025Q1: 6,904 shares; 2025Q2: 6,876 shares; 2025Q3: 6,712 shares; 2025Q4: 11,285 shares 11,285 $1.46M 0.03% +4,573 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: 23,206 shares; 2024Q4: 15,775 shares; 2025Q1: 11,916 shares; 2025Q2: 11,667 shares; 2025Q3: 13,762 shares; 2025Q4: 15,132 shares 15,132 $1.45M 0.03% +1,370 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: 20,263 shares; 2024Q4: 20,439 shares; 2025Q1: 18,783 shares; 2025Q2: 18,859 shares; 2025Q3: 18,558 shares; 2025Q4: 17,133 shares 17,133 $1.44M 0.03% -1,425 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,511 shares; 2025Q4: 31,604 shares 31,604 $1.44M 0.03% +14,093 Timeline IMCG 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: 15,826 shares; 2024Q4: 16,881 shares; 2025Q1: 17,468 shares; 2025Q2: 17,039 shares; 2025Q3: 17,418 shares; 2025Q4: 17,996 shares 17,996 $1.44M 0.03% +578 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: 50,236 shares; 2024Q4: 12,262 shares; 2025Q1: 7,620 shares; 2025Q2: 2,273 shares; 2025Q3: 8,312 shares; 2025Q4: 14,474 shares 14,474 $1.44M 0.03% +6,162 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 7,208 shares; 2025Q1: 8,127 shares; 2025Q2: 6,098 shares; 2025Q3: 5,375 shares; 2025Q4: 8,898 shares 8,898 $1.44M 0.03% +3,523 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,435 shares; 2025Q1: 37,635 shares; 2025Q2: 19,524 shares; 2025Q3: 14,805 shares; 2025Q4: 10,853 shares 10,853 $1.42M 0.03% -3,952 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,927 shares; 2024Q4: 10,832 shares; 2025Q1: 22,538 shares; 2025Q2: 28,111 shares; 2025Q3: 29,412 shares; 2025Q4: 30,231 shares 30,231 $1.42M 0.03% +819 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,536 shares; 2024Q4: 25,607 shares; 2025Q1: 20,930 shares; 2025Q2: 21,241 shares; 2025Q3: 20,269 shares; 2025Q4: 33,973 shares 33,973 $1.4M 0.03% +13,704 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,648 shares; 2025Q1: 1,371 shares; 2025Q2: 16,248 shares; 2025Q3: 17,630 shares; 2025Q4: 15,284 shares 15,284 $1.39M 0.02% -2,346 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: 72,655 shares; 2024Q4: 72,320 shares; 2025Q1: 72,904 shares; 2025Q2: 72,206 shares; 2025Q3: 72,191 shares; 2025Q4: 80,325 shares 80,325 $1.39M 0.02% +8,134 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,859 shares; 2025Q1: 3,001 shares; 2025Q2: 3,040 shares; 2025Q3: 2,512 shares; 2025Q4: 2,440 shares 2,440 $1.39M 0.02% -72 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,493 shares; 2025Q1: 3,189 shares; 2025Q2: 4,670 shares; 2025Q3: 4,612 shares; 2025Q4: 4,809 shares 4,809 $1.38M 0.02% +197 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: 6,983 shares; 2024Q4: 6,731 shares; 2025Q1: 6,301 shares; 2025Q2: 6,593 shares; 2025Q3: 9,441 shares; 2025Q4: 8,490 shares 8,490 $1.38M 0.02% -951 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,528 shares; 2024Q4: 36,558 shares; 2025Q1: 16,973 shares; 2025Q2: 4,399 shares; 2025Q3: 4,903 shares; 2025Q4: 26,144 shares 26,144 $1.38M 0.02% +21,241 Timeline DFIP 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: not reported; 2025Q4: 33,194 shares 33,194 $1.38M 0.02% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,492 shares; 2025Q2: 9,485 shares; 2025Q3: 12,933 shares; 2025Q4: 20,952 shares 20,952 $1.37M 0.02% +8,019 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: 2,301 shares; 2024Q4: 2,084 shares; 2025Q1: not reported; 2025Q2: 2,585 shares; 2025Q3: 2,647 shares; 2025Q4: 4,545 shares 4,545 $1.37M 0.02% +1,898 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,664 shares; 2024Q4: 55,458 shares; 2025Q1: 49,093 shares; 2025Q2: 48,531 shares; 2025Q3: 47,413 shares; 2025Q4: 48,119 shares 48,119 $1.37M 0.02% +706 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,014 shares 11,014 $1.37M 0.02% new Timeline AVDV 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: 2,596 shares; 2025Q3: 7,509 shares; 2025Q4: 14,521 shares 14,521 $1.36M 0.02% +7,012 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 20,484 shares; 2025Q1: 207,855 shares; 2025Q2: 24,299 shares; 2025Q3: 13,005 shares; 2025Q4: 14,105 shares 14,105 $1.36M 0.02% +1,100 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 18,887 shares; 2025Q3: 19,928 shares; 2025Q4: 21,043 shares 21,043 $1.34M 0.02% +1,115 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,282 shares; 2025Q1: 6,314 shares; 2025Q2: 6,317 shares; 2025Q3: 6,083 shares; 2025Q4: 6,789 shares 6,789 $1.33M 0.02% +706 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,305 shares 19,305 $1.32M 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 7,083 shares; 2025Q1: 5,208 shares; 2025Q2: 4,929 shares; 2025Q3: 7,931 shares; 2025Q4: 9,557 shares 9,557 $1.32M 0.02% +1,626 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 6,316 shares; 2025Q1: 6,213 shares; 2025Q2: 6,053 shares; 2025Q3: 6,178 shares; 2025Q4: 6,168 shares 6,168 $1.32M 0.02% -10 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,524 shares; 2024Q4: 27,151 shares; 2025Q1: 27,165 shares; 2025Q2: 44,362 shares; 2025Q3: 53,347 shares; 2025Q4: 65,068 shares 65,068 $1.31M 0.02% +11,721 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,833 shares; 2024Q4: 180,891 shares; 2025Q1: 46,185 shares; 2025Q2: 51,862 shares; 2025Q3: not reported; 2025Q4: 26,303 shares 26,303 $1.3M 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 15,948 shares; 2025Q1: 23,039 shares; 2025Q2: 24,461 shares; 2025Q3: 19,701 shares; 2025Q4: 25,537 shares 25,537 $1.3M 0.02% +5,836 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,176 shares; 2025Q2: 11,800 shares; 2025Q3: 21,716 shares; 2025Q4: 46,940 shares 46,940 $1.29M 0.02% +25,224 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 11,365 shares; 2025Q1: 9,126 shares; 2025Q2: 9,086 shares; 2025Q3: 9,784 shares; 2025Q4: 9,796 shares 9,796 $1.26M 0.02% +12 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,418 shares 17,418 $1.26M 0.02% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 18,802 shares; 2025Q1: 19,528 shares; 2025Q2: 24,511 shares; 2025Q3: 24,196 shares; 2025Q4: 22,443 shares 22,443 $1.25M 0.02% -1,753 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,967 shares; 2024Q4: 37,966 shares; 2025Q1: 23,285 shares; 2025Q2: 25,786 shares; 2025Q3: 23,843 shares; 2025Q4: 24,582 shares 24,582 $1.24M 0.02% +739 Timeline DFIS 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: 17,925 shares; 2025Q2: 22,999 shares; 2025Q3: 30,510 shares; 2025Q4: 37,590 shares 37,590 $1.24M 0.02% +7,080 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 8,715 shares; 2025Q1: 8,095 shares; 2025Q2: 13,560 shares; 2025Q3: 13,490 shares; 2025Q4: 32,330 shares 32,330 $1.24M 0.02% +18,840 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 12,906 shares; 2025Q1: 11,502 shares; 2025Q2: 10,208 shares; 2025Q3: 18,179 shares; 2025Q4: 15,238 shares 15,238 $1.23M 0.02% -2,941 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: 2,997 shares; 2024Q4: 2,993 shares; 2025Q1: 2,072 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,562 shares 2,562 $1.23M 0.02% +1,320 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 600 shares; 2025Q2: 1,406 shares; 2025Q3: 1,074 shares; 2025Q4: 1,970 shares 1,970 $1.23M 0.02% +896 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 2,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 9,462 shares 9,462 $1.21M 0.02% +7,257 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,698 shares 36,698 $1.21M 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO 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: 20,810 shares; 2025Q3: 16,810 shares; 2025Q4: 16,810 shares 16,810 $1.21M 0.02% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 34,441 shares 34,441 $1.2M 0.02% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,369 shares; 2025Q2: 10,304 shares; 2025Q3: 13,755 shares; 2025Q4: 9,225 shares 9,225 $1.18M 0.02% -4,530 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: 698 shares; 2024Q4: 697 shares; 2025Q1: 818 shares; 2025Q2: 1,157 shares; 2025Q3: 1,263 shares; 2025Q4: 1,331 shares 1,331 $1.17M 0.02% +68 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,390 shares; 2025Q1: 2,663 shares; 2025Q2: 2,111 shares; 2025Q3: 1,242 shares; 2025Q4: 1,707 shares 1,707 $1.15M 0.02% +465 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER 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: 93,443 shares 93,443 $1.15M 0.02% new 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: 6,143 shares; 2024Q4: 2,988 shares; 2025Q1: 2,732 shares; 2025Q2: 2,722 shares; 2025Q3: 2,269 shares; 2025Q4: 10,433 shares 10,433 $1.15M 0.02% +8,164 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,905 shares; 2025Q1: 2,107 shares; 2025Q2: 11,532 shares; 2025Q3: 9,192 shares; 2025Q4: 6,809 shares 6,809 $1.14M 0.02% -2,383 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,259 shares; 2025Q4: 31,664 shares 31,664 $1.14M 0.02% +1,405 Timeline QXO QXO INC More: the full row for QXO 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: 39,709 shares; 2025Q4: 58,837 shares 58,837 $1.13M 0.02% +19,128 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: 118,188 shares; 2024Q4: 126,526 shares; 2025Q1: 113,184 shares; 2025Q2: 94,715 shares; 2025Q3: 93,109 shares; 2025Q4: 86,346 shares 86,346 $1.13M 0.02% -6,763 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: 5,184 shares; 2024Q4: 4,848 shares; 2025Q1: 3,759 shares; 2025Q2: 4,398 shares; 2025Q3: 2,200 shares; 2025Q4: 3,224 shares 3,224 $1.13M 0.02% +1,024 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,936 shares; 2024Q4: 57,507 shares; 2025Q1: 57,607 shares; 2025Q2: 57,062 shares; 2025Q3: 57,062 shares; 2025Q4: 57,096 shares 57,096 $1.13M 0.02% +34 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: 2,371 shares; 2024Q4: 2,370 shares; 2025Q1: 2,388 shares; 2025Q2: 2,510 shares; 2025Q3: 2,549 shares; 2025Q4: 1,862 shares 1,862 $1.12M 0.02% -687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 972 shares; 2025Q4: 916 shares 916 $1.11M 0.02% -56 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 24,376 shares 24,376 $1.11M 0.02% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,328 shares; 2025Q3: 7,465 shares; 2025Q4: 7,399 shares 7,399 $1.1M 0.02% -66 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,601 shares; 2025Q1: 664 shares; 2025Q2: 1,248 shares; 2025Q3: 1,879 shares; 2025Q4: 1,779 shares 1,779 $1.09M 0.02% -100 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 13,287 shares 13,287 $1.08M 0.02% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 19,669 shares; 2025Q1: 10,928 shares; 2025Q2: 10,864 shares; 2025Q3: 10,861 shares; 2025Q4: 11,981 shares 11,981 $1.07M 0.02% +1,120 Timeline DGCB 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: not reported; 2025Q4: 19,699 shares 19,699 $1.07M 0.02% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 4,248 shares; 2025Q3: 13,590 shares; 2025Q4: 6,387 shares 6,387 $1.06M 0.02% -7,203 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 39,673 shares 39,673 $1.06M 0.02% new 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: 2,055 shares; 2024Q4: 2,172 shares; 2025Q1: 543 shares; 2025Q2: 898 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares 1,289 $1.06M 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,751 shares; 2024Q4: 31,204 shares; 2025Q1: 29,875 shares; 2025Q2: 26,710 shares; 2025Q3: 26,073 shares; 2025Q4: 26,262 shares 26,262 $1.06M 0.02% +189 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: not reported; 2024Q4: 9,254 shares; 2025Q1: 19,253 shares; 2025Q2: 19,758 shares; 2025Q3: 19,692 shares; 2025Q4: 21,611 shares 21,611 $1.05M 0.02% +1,919 Timeline