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: 687,248 shares; 2024Q4: 678,803 shares; 2025Q1: 639,697 shares; 2025Q2: 624,253 shares; 2025Q3: 594,844 shares; 2025Q4: 578,140 shares 578,140 $51.7M 5.14% -16,704 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: 251,412 shares; 2024Q4: 249,220 shares; 2025Q1: 233,815 shares; 2025Q2: 220,047 shares; 2025Q3: 209,630 shares; 2025Q4: 201,563 shares 201,563 $28.9M 2.88% -8,067 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: 50,103 shares; 2024Q4: 50,421 shares; 2025Q1: 52,818 shares; 2025Q2: 51,384 shares; 2025Q3: 54,371 shares; 2025Q4: 55,904 shares 55,904 $27.3M 2.71% +1,533 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,934 shares; 2024Q4: 249,285 shares; 2025Q1: 286,580 shares; 2025Q2: 311,387 shares; 2025Q3: 404,818 shares; 2025Q4: 430,825 shares 430,825 $26.2M 2.61% +26,007 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: 38,443 shares; 2024Q4: 42,046 shares; 2025Q1: 61,883 shares; 2025Q2: 77,496 shares; 2025Q3: 88,034 shares; 2025Q4: 128,741 shares 128,741 $24.6M 2.45% +40,707 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: 257,912 shares; 2024Q4: 274,599 shares; 2025Q1: 277,467 shares; 2025Q2: 248,091 shares; 2025Q3: 228,322 shares; 2025Q4: 263,157 shares 263,157 $24M 2.39% +34,835 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: 48,069 shares; 2024Q4: 47,432 shares; 2025Q1: 47,429 shares; 2025Q2: 47,141 shares; 2025Q3: 46,821 shares; 2025Q4: 47,241 shares 47,241 $23.7M 2.36% +420 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: 415,660 shares; 2024Q4: 403,397 shares; 2025Q1: 404,297 shares; 2025Q2: 369,351 shares; 2025Q3: 432,582 shares; 2025Q4: 446,163 shares 446,163 $22.5M 2.24% +13,581 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: 55,440 shares; 2024Q4: 56,959 shares; 2025Q1: 55,490 shares; 2025Q2: 31,755 shares; 2025Q3: 31,810 shares; 2025Q4: 31,975 shares 31,975 $21.9M 2.18% +165 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,134 shares; 2024Q4: 533,217 shares; 2025Q1: 515,183 shares; 2025Q2: 501,128 shares; 2025Q3: 494,482 shares; 2025Q4: 491,244 shares 491,244 $21.8M 2.17% -3,238 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: 67,878 shares; 2024Q4: 75,855 shares; 2025Q1: 121,526 shares; 2025Q2: 226,793 shares; 2025Q3: 286,372 shares; 2025Q4: 382,916 shares 382,916 $20.6M 2.05% +96,544 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: 460,623 shares; 2024Q4: 438,779 shares; 2025Q1: 421,511 shares; 2025Q2: 414,756 shares; 2025Q3: 415,957 shares; 2025Q4: 417,255 shares 417,255 $19.2M 1.91% +1,298 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: 130,900 shares; 2024Q4: 134,698 shares; 2025Q1: 134,190 shares; 2025Q2: 127,341 shares; 2025Q3: 121,847 shares; 2025Q4: 117,081 shares 117,081 $17.4M 1.73% -4,766 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: 87,297 shares; 2024Q4: 86,765 shares; 2025Q1: 86,730 shares; 2025Q2: 91,106 shares; 2025Q3: 89,827 shares; 2025Q4: 90,075 shares 90,075 $16.8M 1.67% +248 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: 299,390 shares; 2024Q4: 297,708 shares; 2025Q1: 274,793 shares; 2025Q2: 261,635 shares; 2025Q3: 243,425 shares; 2025Q4: 236,880 shares 236,880 $16.5M 1.64% -6,545 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,207 shares; 2025Q2: 28,137 shares; 2025Q3: 56,875 shares; 2025Q4: 60,734 shares 60,734 $15.3M 1.52% +3,859 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: 183,617 shares; 2024Q4: 202,256 shares; 2025Q1: 192,789 shares; 2025Q2: 247,108 shares; 2025Q3: 300,583 shares; 2025Q4: 302,376 shares 302,376 $13.4M 1.34% +1,793 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: 43,232 shares; 2024Q4: 42,435 shares; 2025Q1: 41,569 shares; 2025Q2: 40,705 shares; 2025Q3: 39,874 shares; 2025Q4: 38,730 shares 38,730 $12.5M 1.24% -1,144 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,763 shares; 2024Q4: 43,077 shares; 2025Q1: 44,357 shares; 2025Q2: 44,024 shares; 2025Q3: 45,478 shares; 2025Q4: 44,691 shares 44,691 $12.1M 1.21% -787 Timeline FQAL 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: 185,374 shares; 2024Q4: 186,025 shares; 2025Q1: 172,317 shares; 2025Q2: 158,907 shares; 2025Q3: 151,529 shares; 2025Q4: 143,201 shares 143,201 $10.8M 1.08% -8,328 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: 153,600 shares; 2024Q4: 146,834 shares; 2025Q1: 136,312 shares; 2025Q2: 136,146 shares; 2025Q3: 131,186 shares; 2025Q4: 127,193 shares 127,193 $10.5M 1.04% -3,993 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: 33,220 shares; 2024Q4: 32,965 shares; 2025Q1: 32,421 shares; 2025Q2: 32,539 shares; 2025Q3: 32,190 shares; 2025Q4: 31,032 shares 31,032 $10.4M 1.03% -1,158 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,833 shares; 2025Q3: 268,183 shares; 2025Q4: 297,988 shares 297,988 $9.92M 0.99% +29,805 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: 20,185 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 20,061 shares; 2025Q3: 21,057 shares; 2025Q4: 20,317 shares 20,317 $9.83M 0.98% -740 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,175 shares; 2025Q1: 18,899 shares; 2025Q2: 20,009 shares; 2025Q3: 22,212 shares; 2025Q4: 38,201 shares 38,201 $9.56M 0.95% +15,989 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,381 shares; 2025Q2: 90,096 shares; 2025Q3: 85,026 shares; 2025Q4: 207,130 shares 207,130 $9.36M 0.93% +122,104 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: 102,788 shares; 2024Q4: 100,969 shares; 2025Q1: 92,222 shares; 2025Q2: 81,810 shares; 2025Q3: 77,915 shares; 2025Q4: 75,428 shares 75,428 $9.08M 0.9% -2,487 Timeline XDEC 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: 235,047 shares; 2024Q4: 229,710 shares; 2025Q1: 226,379 shares; 2025Q2: 222,313 shares; 2025Q3: 214,755 shares; 2025Q4: 213,199 shares 213,199 $8.72M 0.87% -1,556 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,027 shares; 2025Q3: 206,666 shares; 2025Q4: 219,242 shares 219,242 $8.45M 0.84% +12,576 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,173 shares; 2025Q1: 63,308 shares; 2025Q2: 63,734 shares; 2025Q3: 99,354 shares; 2025Q4: 101,297 shares 101,297 $8.22M 0.82% +1,943 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: 52,055 shares; 2024Q4: 61,375 shares; 2025Q1: 62,063 shares; 2025Q2: 66,440 shares; 2025Q3: 79,567 shares; 2025Q4: 84,948 shares 84,948 $8.09M 0.8% +5,381 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: 50,360 shares; 2024Q4: 45,953 shares; 2025Q1: 42,015 shares; 2025Q2: 39,231 shares; 2025Q3: 36,936 shares; 2025Q4: 35,972 shares 35,972 $7.91M 0.79% -964 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: 106,488 shares; 2024Q4: 101,451 shares; 2025Q1: 95,440 shares; 2025Q2: 90,005 shares; 2025Q3: 85,225 shares; 2025Q4: 81,533 shares 81,533 $7.6M 0.76% -3,692 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: 24,324 shares; 2024Q4: 23,819 shares; 2025Q1: 30,765 shares; 2025Q2: 32,456 shares; 2025Q3: 33,761 shares; 2025Q4: 31,701 shares 31,701 $7.32M 0.73% -2,060 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: 8,742 shares; 2024Q4: 11,837 shares; 2025Q1: 111,665 shares; 2025Q2: 108,575 shares; 2025Q3: 96,795 shares; 2025Q4: 87,241 shares 87,241 $7.23M 0.72% -9,554 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: 28,718 shares; 2024Q4: 26,904 shares; 2025Q1: 25,036 shares; 2025Q2: 23,791 shares; 2025Q3: 22,087 shares; 2025Q4: 20,953 shares 20,953 $6.67M 0.66% -1,134 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: 17,779 shares; 2024Q4: 17,265 shares; 2025Q1: 18,394 shares; 2025Q2: 19,361 shares; 2025Q3: 20,383 shares; 2025Q4: 20,878 shares 20,878 $6.53M 0.65% +495 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,681 shares; 2025Q1: 53,678 shares; 2025Q2: 59,794 shares; 2025Q3: 73,239 shares; 2025Q4: 58,409 shares 58,409 $5.94M 0.59% -14,830 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,919 shares; 2024Q4: 57,057 shares; 2025Q1: 53,065 shares; 2025Q2: 50,345 shares; 2025Q3: 47,611 shares; 2025Q4: 45,238 shares 45,238 $5.73M 0.57% -2,373 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,039 shares; 2024Q4: 34,016 shares; 2025Q1: 31,306 shares; 2025Q2: 29,332 shares; 2025Q3: 27,583 shares; 2025Q4: 26,693 shares 26,693 $5.66M 0.56% -890 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: 50,999 shares; 2024Q4: 54,250 shares; 2025Q1: 63,505 shares; 2025Q2: 68,559 shares; 2025Q3: 66,968 shares; 2025Q4: 28,025 shares 28,025 $5.57M 0.55% -38,943 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,488 shares; 2025Q1: 6,037 shares; 2025Q2: 5,672 shares; 2025Q3: 5,348 shares; 2025Q4: 5,157 shares 5,157 $5.52M 0.55% -191 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: 268,841 shares; 2024Q4: 265,508 shares; 2025Q1: 238,246 shares; 2025Q2: 222,644 shares; 2025Q3: 205,610 shares; 2025Q4: 196,241 shares 196,241 $5.39M 0.54% -9,369 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: 45,444 shares; 2024Q4: 53,424 shares; 2025Q1: 66,716 shares; 2025Q2: 74,227 shares; 2025Q3: 91,171 shares; 2025Q4: 99,393 shares 99,393 $5.24M 0.52% +8,222 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: 161,244 shares; 2024Q4: 152,241 shares; 2025Q1: 142,822 shares; 2025Q2: 133,431 shares; 2025Q3: 122,877 shares; 2025Q4: 124,341 shares 124,341 $5.06M 0.5% +1,464 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 94,819 shares; 2025Q3: 104,248 shares; 2025Q4: 104,487 shares 104,487 $5.05M 0.5% +239 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,525 shares; 2024Q4: 34,143 shares; 2025Q1: 32,404 shares; 2025Q2: 31,090 shares; 2025Q3: 29,864 shares; 2025Q4: 28,508 shares 28,508 $4.95M 0.49% -1,356 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: 43,364 shares; 2024Q4: 42,758 shares; 2025Q1: 43,668 shares; 2025Q2: 43,609 shares; 2025Q3: 43,412 shares; 2025Q4: 44,110 shares 44,110 $4.91M 0.49% +698 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: 100,415 shares; 2024Q4: 101,456 shares; 2025Q1: 109,981 shares; 2025Q2: 105,276 shares; 2025Q3: 95,920 shares; 2025Q4: 89,688 shares 89,688 $4.74M 0.47% -6,232 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: 27,775 shares; 2024Q4: 27,132 shares; 2025Q1: 25,455 shares; 2025Q2: 23,963 shares; 2025Q3: 22,477 shares; 2025Q4: 21,569 shares 21,569 $4.74M 0.47% -908 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,362 shares; 2024Q4: 27,239 shares; 2025Q1: 25,864 shares; 2025Q2: 25,227 shares; 2025Q3: 25,500 shares; 2025Q4: 24,274 shares 24,274 $4.73M 0.47% -1,226 Timeline LQDH 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: 97,885 shares; 2024Q4: 85,661 shares; 2025Q1: 72,657 shares; 2025Q2: 69,544 shares; 2025Q3: 53,117 shares; 2025Q4: 50,522 shares 50,522 $4.72M 0.47% -2,595 Timeline DDEC 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: 52,780 shares; 2024Q4: 133,910 shares; 2025Q1: 135,449 shares; 2025Q2: 123,643 shares; 2025Q3: 106,760 shares; 2025Q4: 102,150 shares 102,150 $4.61M 0.46% -4,610 Timeline SHLD 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: 63,450 shares; 2025Q4: 70,630 shares 70,630 $4.58M 0.46% +7,180 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: 17,886 shares; 2025Q1: 74,843 shares; 2025Q2: 109,725 shares; 2025Q3: 117,694 shares; 2025Q4: 134,822 shares 134,822 $4.52M 0.45% +17,128 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,528 shares; 2024Q4: 125,085 shares; 2025Q1: 111,660 shares; 2025Q2: 104,718 shares; 2025Q3: 91,112 shares; 2025Q4: 86,976 shares 86,976 $4.49M 0.45% -4,136 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: 32,860 shares; 2024Q4: 32,750 shares; 2025Q1: 31,351 shares; 2025Q2: 29,748 shares; 2025Q3: 27,551 shares; 2025Q4: 26,235 shares 26,235 $4.49M 0.45% -1,316 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: 5,875 shares; 2024Q4: 5,791 shares; 2025Q1: 5,581 shares; 2025Q2: 5,508 shares; 2025Q3: 5,493 shares; 2025Q4: 5,429 shares 5,429 $4.45M 0.44% -64 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: 47,126 shares; 2024Q4: 46,644 shares; 2025Q1: 43,934 shares; 2025Q2: 41,566 shares; 2025Q3: 39,237 shares; 2025Q4: 37,659 shares 37,659 $4.41M 0.44% -1,578 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: 219,467 shares; 2024Q4: 206,216 shares; 2025Q1: 242,616 shares; 2025Q2: 219,131 shares; 2025Q3: 189,292 shares; 2025Q4: 174,153 shares 174,153 $4.38M 0.44% -15,139 Timeline SFLR 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: 75,776 shares; 2025Q2: 96,479 shares; 2025Q3: 116,946 shares; 2025Q4: 117,631 shares 117,631 $4.34M 0.43% +685 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 143,191 shares; 2025Q1: 135,688 shares; 2025Q2: 127,621 shares; 2025Q3: 119,776 shares; 2025Q4: 114,490 shares 114,490 $4.34M 0.43% -5,286 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: 6,240 shares; 2024Q4: 6,127 shares; 2025Q1: 6,275 shares; 2025Q2: 6,725 shares; 2025Q3: 6,938 shares; 2025Q4: 6,560 shares 6,560 $4.33M 0.43% -378 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: 12,360 shares; 2024Q4: 12,011 shares; 2025Q1: 12,213 shares; 2025Q2: 12,554 shares; 2025Q3: 12,477 shares; 2025Q4: 12,234 shares 12,234 $4.29M 0.43% -243 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: 93,929 shares; 2024Q4: 93,027 shares; 2025Q1: 86,603 shares; 2025Q2: 82,028 shares; 2025Q3: 76,667 shares; 2025Q4: 72,762 shares 72,762 $4.2M 0.42% -3,905 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: 13,717 shares; 2024Q4: 13,121 shares; 2025Q1: 12,403 shares; 2025Q2: 13,349 shares; 2025Q3: 13,523 shares; 2025Q4: 13,199 shares 13,199 $4.14M 0.41% -324 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: 138,986 shares; 2024Q4: 134,163 shares; 2025Q1: 115,316 shares; 2025Q2: 115,101 shares; 2025Q3: 87,919 shares; 2025Q4: 79,573 shares 79,573 $4M 0.4% -8,346 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: 72,161 shares; 2024Q4: 71,695 shares; 2025Q1: 67,609 shares; 2025Q2: 63,718 shares; 2025Q3: 59,371 shares; 2025Q4: 57,014 shares 57,014 $3.99M 0.4% -2,357 Timeline DFEB 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: 114,510 shares; 2024Q4: 108,076 shares; 2025Q1: 100,197 shares; 2025Q2: 94,281 shares; 2025Q3: 86,574 shares; 2025Q4: 82,274 shares 82,274 $3.93M 0.39% -4,300 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: 9,619 shares; 2024Q4: 9,300 shares; 2025Q1: 9,745 shares; 2025Q2: 10,789 shares; 2025Q3: 11,239 shares; 2025Q4: 10,990 shares 10,990 $3.8M 0.38% -249 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: 50,551 shares; 2024Q4: 50,377 shares; 2025Q1: 50,678 shares; 2025Q2: 45,933 shares; 2025Q3: 46,363 shares; 2025Q4: 46,363 shares 46,363 $3.72M 0.37% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,669 shares; 2024Q4: 24,469 shares; 2025Q1: 28,694 shares; 2025Q2: 33,773 shares; 2025Q3: 34,799 shares; 2025Q4: 31,242 shares 31,242 $3.6M 0.36% -3,557 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,886 shares 53,886 $3.52M 0.35% new 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: 21,651 shares; 2024Q4: 20,615 shares; 2025Q1: 20,072 shares; 2025Q2: 18,017 shares; 2025Q3: 17,594 shares; 2025Q4: 16,807 shares 16,807 $3.48M 0.35% -787 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: 37,537 shares; 2024Q4: 34,779 shares; 2025Q1: 31,459 shares; 2025Q2: 29,547 shares; 2025Q3: 27,839 shares; 2025Q4: 26,883 shares 26,883 $3.47M 0.34% -956 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: 57,557 shares; 2024Q4: 56,568 shares; 2025Q1: 53,909 shares; 2025Q2: 53,775 shares; 2025Q3: 53,895 shares; 2025Q4: 53,347 shares 53,347 $3.33M 0.33% -548 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: 25,073 shares; 2024Q4: 25,647 shares; 2025Q1: 27,381 shares; 2025Q2: 28,412 shares; 2025Q3: 29,744 shares; 2025Q4: 32,961 shares 32,961 $3.31M 0.33% +3,217 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,307 shares; 2024Q4: 74,562 shares; 2025Q1: 70,102 shares; 2025Q2: 65,641 shares; 2025Q3: 61,568 shares; 2025Q4: 57,769 shares 57,769 $3.26M 0.32% -3,799 Timeline EMB 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: 17,484 shares; 2024Q4: 20,461 shares; 2025Q1: 23,216 shares; 2025Q2: 25,817 shares; 2025Q3: 31,032 shares; 2025Q4: 33,807 shares 33,807 $3.25M 0.32% +2,775 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: 33,208 shares; 2024Q4: 32,434 shares; 2025Q1: 32,295 shares; 2025Q2: 32,240 shares; 2025Q3: 32,346 shares; 2025Q4: 32,191 shares 32,191 $3.22M 0.32% -155 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 18,404 shares; 2025Q1: 16,730 shares; 2025Q2: 16,288 shares; 2025Q3: 14,862 shares; 2025Q4: 12,864 shares 12,864 $3.18M 0.32% -1,998 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: 11,600 shares; 2024Q4: 11,413 shares; 2025Q1: 10,880 shares; 2025Q2: 10,379 shares; 2025Q3: 9,695 shares; 2025Q4: 9,449 shares 9,449 $3.09M 0.31% -246 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: 8,825 shares; 2024Q4: 8,792 shares; 2025Q1: 7,907 shares; 2025Q2: 7,255 shares; 2025Q3: 6,408 shares; 2025Q4: 6,162 shares 6,162 $2.98M 0.3% -246 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: 9,035 shares; 2024Q4: 8,444 shares; 2025Q1: 9,282 shares; 2025Q2: 8,844 shares; 2025Q3: 8,206 shares; 2025Q4: 7,937 shares 7,937 $2.96M 0.29% -269 Timeline DJAN 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: 93,964 shares; 2024Q4: 86,852 shares; 2025Q1: 82,520 shares; 2025Q2: 75,906 shares; 2025Q3: 71,467 shares; 2025Q4: 67,981 shares 67,981 $2.95M 0.29% -3,486 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: 21,849 shares; 2024Q4: 21,630 shares; 2025Q1: 20,648 shares; 2025Q2: 20,564 shares; 2025Q3: 20,449 shares; 2025Q4: 20,253 shares 20,253 $2.79M 0.28% -196 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: 54,252 shares; 2024Q4: 53,286 shares; 2025Q1: 53,238 shares; 2025Q2: 49,476 shares; 2025Q3: 49,512 shares; 2025Q4: 50,101 shares 50,101 $2.76M 0.27% +589 Timeline EPS 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: 51,603 shares; 2024Q4: 49,133 shares; 2025Q1: 45,993 shares; 2025Q2: 45,957 shares; 2025Q3: 38,866 shares; 2025Q4: 38,545 shares 38,545 $2.73M 0.27% -321 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: 32,825 shares; 2024Q4: 34,835 shares; 2025Q1: 30,625 shares; 2025Q2: 30,486 shares; 2025Q3: 29,841 shares; 2025Q4: 59,652 shares 59,652 $2.67M 0.27% +29,811 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: 47,321 shares; 2024Q4: 47,344 shares; 2025Q1: 42,875 shares; 2025Q2: 48,786 shares; 2025Q3: 48,310 shares; 2025Q4: 48,428 shares 48,428 $2.65M 0.26% +118 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: 167,262 shares; 2024Q4: 157,234 shares; 2025Q1: 146,523 shares; 2025Q2: 133,120 shares; 2025Q3: 113,766 shares; 2025Q4: 106,386 shares 106,386 $2.65M 0.26% -7,380 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: 7,264 shares; 2024Q4: 7,158 shares; 2025Q1: 7,168 shares; 2025Q2: 7,194 shares; 2025Q3: 7,191 shares; 2025Q4: 7,186 shares 7,186 $2.54M 0.25% -5 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: 48,801 shares; 2024Q4: 46,479 shares; 2025Q1: 37,508 shares; 2025Q2: 36,446 shares; 2025Q3: 35,351 shares; 2025Q4: 32,832 shares 32,832 $2.53M 0.25% -2,519 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: 235,868 shares; 2024Q4: 215,324 shares; 2025Q1: 72,496 shares; 2025Q2: 57,607 shares; 2025Q3: 54,580 shares; 2025Q4: 48,677 shares 48,677 $2.48M 0.25% -5,903 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: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 7,186 shares; 2025Q2: 7,495 shares; 2025Q3: 7,461 shares; 2025Q4: 7,350 shares 7,350 $2.47M 0.25% -111 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: 6,910 shares; 2024Q4: 6,792 shares; 2025Q1: 6,767 shares; 2025Q2: 6,737 shares; 2025Q3: 6,746 shares; 2025Q4: 6,677 shares 6,677 $2.47M 0.25% -69 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,764 shares; 2024Q4: 25,532 shares; 2025Q1: 23,977 shares; 2025Q2: 22,691 shares; 2025Q3: 21,206 shares; 2025Q4: 19,851 shares 19,851 $2.44M 0.24% -1,355 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: 11,017 shares; 2024Q4: 10,993 shares; 2025Q1: 10,237 shares; 2025Q2: 10,377 shares; 2025Q3: 10,504 shares; 2025Q4: 10,611 shares 10,611 $2.42M 0.24% +107 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,532 shares; 2024Q4: 37,927 shares; 2025Q1: 35,625 shares; 2025Q2: 33,072 shares; 2025Q3: 30,869 shares; 2025Q4: 28,364 shares 28,364 $2.39M 0.24% -2,505 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: 41,631 shares; 2024Q4: 42,767 shares; 2025Q1: 45,775 shares; 2025Q2: 44,436 shares; 2025Q3: 10,219 shares; 2025Q4: 11,776 shares 11,776 $2.35M 0.23% +1,557 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: 15,157 shares; 2024Q4: 14,932 shares; 2025Q1: 14,363 shares; 2025Q2: 14,235 shares; 2025Q3: 14,184 shares; 2025Q4: 14,518 shares 14,518 $2.33M 0.23% +334 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: 27,732 shares; 2024Q4: 28,059 shares; 2025Q1: 27,463 shares; 2025Q2: 25,616 shares; 2025Q3: 24,617 shares; 2025Q4: 23,148 shares 23,148 $2.3M 0.23% -1,469 Timeline BSCQ 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: 107,350 shares; 2024Q4: 106,281 shares; 2025Q1: 109,832 shares; 2025Q2: 137,120 shares; 2025Q3: 147,037 shares; 2025Q4: 117,112 shares 117,112 $2.29M 0.23% -29,925 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: 7,292 shares; 2024Q4: 7,193 shares; 2025Q1: 6,923 shares; 2025Q2: 7,029 shares; 2025Q3: 7,317 shares; 2025Q4: 7,407 shares 7,407 $2.25M 0.22% +90 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: 5,978 shares; 2024Q4: 6,152 shares; 2025Q1: 7,634 shares; 2025Q2: 6,885 shares; 2025Q3: 6,968 shares; 2025Q4: 6,525 shares 6,525 $2.24M 0.22% -443 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853,661 shares; 2025Q1: 822,236 shares; 2025Q2: 944,208 shares; 2025Q3: 723,090 shares; 2025Q4: 77,631 shares 77,631 $2.24M 0.22% -645,459 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,714 shares; 2024Q4: 91,597 shares; 2025Q1: 80,612 shares; 2025Q2: 75,013 shares; 2025Q3: 68,235 shares; 2025Q4: 66,584 shares 66,584 $2.23M 0.22% -1,651 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: 15,453 shares; 2024Q4: 15,451 shares; 2025Q1: 15,378 shares; 2025Q2: 15,337 shares; 2025Q3: 14,588 shares; 2025Q4: 14,627 shares 14,627 $2.18M 0.22% +39 Timeline FPEI 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: 151,827 shares; 2024Q4: 133,716 shares; 2025Q1: 130,516 shares; 2025Q2: 123,016 shares; 2025Q3: 121,099 shares; 2025Q4: 111,119 shares 111,119 $2.15M 0.21% -9,980 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,233 shares; 2024Q4: 32,291 shares; 2025Q1: 31,031 shares; 2025Q2: 26,440 shares; 2025Q3: 23,746 shares; 2025Q4: 20,989 shares 20,989 $2.15M 0.21% -2,757 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: 4,272 shares; 2024Q4: 3,651 shares; 2025Q1: 3,537 shares; 2025Q2: 3,630 shares; 2025Q3: 3,722 shares; 2025Q4: 3,714 shares 3,714 $2.12M 0.21% -8 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: 7,723 shares; 2024Q4: 7,702 shares; 2025Q1: 7,802 shares; 2025Q2: 7,612 shares; 2025Q3: 7,603 shares; 2025Q4: 7,736 shares 7,736 $2.1M 0.21% +133 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: 5,340 shares; 2024Q4: 5,194 shares; 2025Q1: 4,467 shares; 2025Q2: 4,445 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares 4,415 $2.09M 0.21% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 5,465 shares; 2025Q1: 5,313 shares; 2025Q2: 5,290 shares; 2025Q3: 5,223 shares; 2025Q4: 5,186 shares 5,186 $2.01M 0.2% -37 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: 17,259 shares; 2024Q4: 17,027 shares; 2025Q1: 17,693 shares; 2025Q2: 17,443 shares; 2025Q3: 17,440 shares; 2025Q4: 17,159 shares 17,159 $1.99M 0.2% -281 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: 19,283 shares; 2024Q4: 19,291 shares; 2025Q1: 19,110 shares; 2025Q2: 17,516 shares; 2025Q3: 17,465 shares; 2025Q4: 17,487 shares 17,487 $1.95M 0.19% +22 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,769 shares; 2025Q1: 44,091 shares; 2025Q2: 59,402 shares; 2025Q3: 59,118 shares; 2025Q4: 60,852 shares 60,852 $1.93M 0.19% +1,734 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 39,020 shares; 2025Q1: 41,929 shares; 2025Q2: 55,838 shares; 2025Q3: 68,738 shares; 2025Q4: 74,956 shares 74,956 $1.91M 0.19% +6,218 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,973 shares; 2024Q4: 48,646 shares; 2025Q1: 50,071 shares; 2025Q2: 57,802 shares; 2025Q3: 71,301 shares; 2025Q4: 77,819 shares 77,819 $1.89M 0.19% +6,518 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,539 shares; 2024Q4: 48,275 shares; 2025Q1: 48,445 shares; 2025Q2: 53,582 shares; 2025Q3: 70,755 shares; 2025Q4: 77,308 shares 77,308 $1.87M 0.19% +6,553 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: 5,178 shares; 2024Q4: 5,131 shares; 2025Q1: 5,162 shares; 2025Q2: 5,198 shares; 2025Q3: 5,549 shares; 2025Q4: 5,433 shares 5,433 $1.87M 0.19% -116 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 17,663 shares; 2025Q1: 17,613 shares; 2025Q2: 16,925 shares; 2025Q3: 28,555 shares; 2025Q4: 25,136 shares 25,136 $1.85M 0.18% -3,419 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,361 shares; 2024Q4: 6,972 shares; 2025Q1: 6,784 shares; 2025Q2: 6,798 shares; 2025Q3: 6,741 shares; 2025Q4: 6,316 shares 6,316 $1.83M 0.18% -425 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,784 shares; 2024Q4: 48,450 shares; 2025Q1: 55,009 shares; 2025Q2: 54,880 shares; 2025Q3: 60,878 shares; 2025Q4: 69,523 shares 69,523 $1.82M 0.18% +8,645 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: 34,183 shares; 2024Q4: 36,064 shares; 2025Q1: 31,453 shares; 2025Q2: 24,328 shares; 2025Q3: 16,720 shares; 2025Q4: 17,795 shares 17,795 $1.81M 0.18% +1,075 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: 1,504 shares; 2024Q4: 1,693 shares; 2025Q1: 2,173 shares; 2025Q2: 3,110 shares; 2025Q3: 3,860 shares; 2025Q4: 3,942 shares 3,942 $1.77M 0.18% +82 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,293 shares; 2024Q4: 45,872 shares; 2025Q1: 48,395 shares; 2025Q2: 56,969 shares; 2025Q3: 71,777 shares; 2025Q4: 79,301 shares 79,301 $1.75M 0.17% +7,524 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,169 shares; 2024Q4: 21,611 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,371 shares; 2025Q4: 10,249 shares 10,249 $1.74M 0.17% -1,122 Timeline IBDU 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: 33,900 shares; 2024Q4: 42,844 shares; 2025Q1: 44,509 shares; 2025Q2: 52,475 shares; 2025Q3: 66,899 shares; 2025Q4: 73,901 shares 73,901 $1.73M 0.17% +7,002 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: 12,767 shares; 2024Q4: 12,623 shares; 2025Q1: 11,695 shares; 2025Q2: 11,455 shares; 2025Q3: 11,957 shares; 2025Q4: 11,857 shares 11,857 $1.7M 0.17% -100 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: 17,212 shares; 2024Q4: 16,290 shares; 2025Q1: 14,929 shares; 2025Q2: 13,171 shares; 2025Q3: 11,460 shares; 2025Q4: 11,160 shares 11,160 $1.7M 0.17% -300 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: 9,538 shares; 2024Q4: 9,413 shares; 2025Q1: 9,732 shares; 2025Q2: 9,111 shares; 2025Q3: 9,281 shares; 2025Q4: 9,220 shares 9,220 $1.69M 0.17% -61 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 19,689 shares; 2025Q1: 18,341 shares; 2025Q2: 18,355 shares; 2025Q3: 18,311 shares; 2025Q4: 16,046 shares 16,046 $1.69M 0.17% -2,265 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: 9,404 shares; 2024Q4: 9,061 shares; 2025Q1: 7,915 shares; 2025Q2: 7,842 shares; 2025Q3: 7,798 shares; 2025Q4: 7,798 shares 7,798 $1.64M 0.16% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,374 shares; 2024Q4: 47,649 shares; 2025Q1: 41,062 shares; 2025Q2: 42,197 shares; 2025Q3: 42,354 shares; 2025Q4: 42,354 shares 42,354 $1.61M 0.16% 0 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: 13,461 shares; 2025Q1: 11,804 shares; 2025Q2: 12,119 shares; 2025Q3: 12,150 shares; 2025Q4: 12,223 shares 12,223 $1.6M 0.16% +73 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 308 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 289 shares 289 $1.55M 0.15% +4 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: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares 16,650 $1.54M 0.15% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,113 shares; 2025Q2: 75,825 shares; 2025Q3: 93,081 shares; 2025Q4: 77,328 shares 77,328 $1.53M 0.15% -15,753 Timeline IBDW 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: 26,563 shares; 2024Q4: 36,814 shares; 2025Q1: 41,582 shares; 2025Q2: 47,857 shares; 2025Q3: 63,462 shares; 2025Q4: 71,239 shares 71,239 $1.51M 0.15% +7,777 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: 5,517 shares; 2024Q4: 5,517 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,056 shares; 2025Q4: 4,950 shares 4,950 $1.44M 0.14% -106 Timeline FAUG 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: 39,062 shares; 2024Q4: 35,496 shares; 2025Q1: 31,179 shares; 2025Q2: 30,928 shares; 2025Q3: 29,294 shares; 2025Q4: 26,659 shares 26,659 $1.41M 0.14% -2,635 Timeline BILS 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: 9,387 shares; 2025Q4: 13,990 shares 13,990 $1.39M 0.14% +4,603 Timeline BSCS 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: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 67,076 shares 67,076 $1.38M 0.14% +51,576 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: not reported; 2024Q4: 6,177 shares; 2025Q1: 15,856 shares; 2025Q2: 15,478 shares; 2025Q3: 14,959 shares; 2025Q4: 13,994 shares 13,994 $1.34M 0.13% -965 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,876 shares; 2025Q4: 75,917 shares 75,917 $1.33M 0.13% +41 Timeline DEM 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: 51,645 shares; 2024Q4: 47,565 shares; 2025Q1: 40,028 shares; 2025Q2: 35,212 shares; 2025Q3: 30,559 shares; 2025Q4: 28,520 shares 28,520 $1.33M 0.13% -2,039 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: 23,911 shares; 2024Q4: 22,723 shares; 2025Q1: 22,455 shares; 2025Q2: 22,324 shares; 2025Q3: 22,219 shares; 2025Q4: 19,586 shares 19,586 $1.31M 0.13% -2,633 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 5,150 shares; 2025Q1: 7,097 shares; 2025Q2: 7,169 shares; 2025Q3: 7,098 shares; 2025Q4: 6,215 shares 6,215 $1.29M 0.13% -883 Timeline IBDX 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: 14,452 shares; 2024Q4: 22,923 shares; 2025Q1: 25,354 shares; 2025Q2: 30,280 shares; 2025Q3: 43,516 shares; 2025Q4: 50,325 shares 50,325 $1.28M 0.13% +6,809 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,757 shares; 2025Q2: 27,657 shares; 2025Q3: 27,564 shares; 2025Q4: 27,439 shares 27,439 $1.28M 0.13% -125 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: 44,803 shares; 2024Q4: 41,559 shares; 2025Q1: 39,145 shares; 2025Q2: 36,588 shares; 2025Q3: 35,692 shares; 2025Q4: 26,217 shares 26,217 $1.25M 0.12% -9,475 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: 15,728 shares; 2024Q4: 13,016 shares; 2025Q1: 14,249 shares; 2025Q2: 14,612 shares; 2025Q3: 14,459 shares; 2025Q4: 13,002 shares 13,002 $1.25M 0.12% -1,457 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: 23,660 shares; 2024Q4: 21,294 shares; 2025Q1: 19,897 shares; 2025Q2: 19,350 shares; 2025Q3: 17,202 shares; 2025Q4: 12,476 shares 12,476 $1.25M 0.12% -4,726 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,354 shares; 2024Q4: 104,617 shares; 2025Q1: 93,134 shares; 2025Q2: 77,718 shares; 2025Q3: 75,873 shares; 2025Q4: 67,974 shares 67,974 $1.24M 0.12% -7,899 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: 7,395 shares; 2024Q4: 7,396 shares; 2025Q1: 5,233 shares; 2025Q2: 4,766 shares; 2025Q3: 4,739 shares; 2025Q4: 4,740 shares 4,740 $1.22M 0.12% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,241 shares; 2025Q1: 5,307 shares; 2025Q2: 4,889 shares; 2025Q3: 5,013 shares; 2025Q4: 5,545 shares 5,545 $1.18M 0.12% +532 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: 9,420 shares; 2024Q4: 9,006 shares; 2025Q1: 10,590 shares; 2025Q2: 9,421 shares; 2025Q3: 9,497 shares; 2025Q4: 9,362 shares 9,362 $1.15M 0.11% -135 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,622 shares; 2024Q4: 19,297 shares; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 13,075 shares 13,075 $1.15M 0.11% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 3,650 shares; 2025Q1: 9,288 shares; 2025Q2: 9,094 shares; 2025Q3: 8,705 shares; 2025Q4: 8,683 shares 8,683 $1.12M 0.11% -22 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: 9,081 shares; 2024Q4: 9,305 shares; 2025Q1: 9,399 shares; 2025Q2: 9,269 shares; 2025Q3: 8,601 shares; 2025Q4: 7,670 shares 7,670 $1.1M 0.11% -931 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: 9,468 shares; 2024Q4: 9,456 shares; 2025Q1: 8,508 shares; 2025Q2: 8,472 shares; 2025Q3: 8,611 shares; 2025Q4: 8,533 shares 8,533 $1.07M 0.11% -78 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: 1,465 shares; 2024Q4: 1,474 shares; 2025Q1: 2,042 shares; 2025Q2: 2,103 shares; 2025Q3: 1,756 shares; 2025Q4: 1,585 shares 1,585 $1.07M 0.11% -171 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,269 shares; 2024Q4: 29,269 shares; 2025Q1: 29,269 shares; 2025Q2: 29,269 shares; 2025Q3: 29,269 shares; 2025Q4: 29,269 shares 29,269 $1.05M 0.1% 0 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: 24,218 shares; 2024Q4: 20,190 shares; 2025Q1: 11,187 shares; 2025Q2: 11,379 shares; 2025Q3: 11,021 shares; 2025Q4: 11,174 shares 11,174 $1.05M 0.1% +153 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,951 shares; 2025Q1: 5,962 shares; 2025Q2: 5,709 shares; 2025Q3: 5,606 shares; 2025Q4: 5,411 shares 5,411 $961K 0.1% -195 Timeline QFLR 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: 18,914 shares; 2025Q2: 25,251 shares; 2025Q3: 27,440 shares; 2025Q4: 27,860 shares 27,860 $955K 0.09% +420 Timeline FSEP 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: 43,259 shares; 2024Q4: 41,791 shares; 2025Q1: 27,360 shares; 2025Q2: 24,581 shares; 2025Q3: 19,117 shares; 2025Q4: 18,502 shares 18,502 $954K 0.09% -615 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: 137,144 shares; 2024Q4: 57,718 shares; 2025Q1: 53,296 shares; 2025Q2: 54,456 shares; 2025Q3: 52,945 shares; 2025Q4: 31,717 shares 31,717 $948K 0.09% -21,228 Timeline CLOA 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: 28,088 shares; 2024Q4: 19,278 shares; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 5,840 shares; 2025Q4: 18,207 shares 18,207 $942K 0.09% +12,367 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,057 shares; 2024Q4: 15,681 shares; 2025Q1: 14,943 shares; 2025Q2: 14,911 shares; 2025Q3: 14,873 shares; 2025Q4: 13,479 shares 13,479 $925K 0.09% -1,394 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: 1,370 shares; 2024Q4: 1,410 shares; 2025Q1: 1,295 shares; 2025Q2: 1,345 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $924K 0.09% 0 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: 8,751 shares; 2025Q2: 10,666 shares; 2025Q3: 14,942 shares; 2025Q4: 15,558 shares 15,558 $922K 0.09% +616 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: 5,431 shares; 2025Q1: 4,966 shares; 2025Q2: 5,289 shares; 2025Q3: 5,101 shares; 2025Q4: 5,305 shares 5,305 $908K 0.09% +204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,447 shares 1,447 $907K 0.09% +96 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 4,626 shares; 2025Q3: 4,752 shares; 2025Q4: 5,013 shares 5,013 $891K 0.09% +261 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: 88,347 shares; 2024Q4: 100,941 shares; 2025Q1: 85,303 shares; 2025Q2: 12,459 shares; 2025Q3: 12,163 shares; 2025Q4: 12,048 shares 12,048 $876K 0.09% -115 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,203 shares; 2024Q4: 9,263 shares; 2025Q1: 11,683 shares; 2025Q2: 14,621 shares; 2025Q3: 12,859 shares; 2025Q4: 12,245 shares 12,245 $874K 0.09% -614 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,620 shares; 2025Q1: 3,659 shares; 2025Q2: 3,687 shares; 2025Q3: 3,716 shares; 2025Q4: 3,745 shares 3,745 $853K 0.08% +29 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,856 shares; 2025Q1: 2,591 shares; 2025Q2: 2,646 shares; 2025Q3: 2,613 shares; 2025Q4: 2,567 shares 2,567 $847K 0.08% -46 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: 39,851 shares; 2024Q4: 39,556 shares; 2025Q1: 37,886 shares; 2025Q2: 37,564 shares; 2025Q3: 19,257 shares; 2025Q4: 19,110 shares 19,110 $847K 0.08% -147 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,740 shares; 2024Q4: 36,240 shares; 2025Q1: 36,201 shares; 2025Q2: 36,019 shares; 2025Q3: 35,870 shares; 2025Q4: 35,495 shares 35,495 $839K 0.08% -375 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: 1,107 shares; 2024Q4: 1,118 shares; 2025Q1: 1,219 shares; 2025Q2: 1,526 shares; 2025Q3: 1,545 shares; 2025Q4: 1,345 shares 1,345 $826K 0.08% -200 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: 872 shares; 2024Q4: 846 shares; 2025Q1: 847 shares; 2025Q2: 900 shares; 2025Q3: 912 shares; 2025Q4: 8,725 shares 8,725 $818K 0.08% +7,813 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: 12,279 shares; 2024Q4: 12,814 shares; 2025Q1: 14,854 shares; 2025Q2: 16,154 shares; 2025Q3: 16,150 shares; 2025Q4: 17,291 shares 17,291 $809K 0.08% +1,141 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: 2,501 shares; 2024Q4: 2,477 shares; 2025Q1: 2,999 shares; 2025Q2: 3,714 shares; 2025Q3: 3,754 shares; 2025Q4: 3,698 shares 3,698 $792K 0.08% -56 Timeline DOCT 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: 18,828 shares; 2024Q4: 26,036 shares; 2025Q1: 26,036 shares; 2025Q2: 20,801 shares; 2025Q3: 17,584 shares; 2025Q4: 17,584 shares 17,584 $779K 0.08% 0 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: 3,285 shares; 2024Q4: 3,062 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,604 shares; 2025Q4: 2,627 shares 2,627 $778K 0.08% +23 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: 1,498 shares; 2024Q4: 2,464 shares; 2025Q1: 3,759 shares; 2025Q2: 3,842 shares; 2025Q3: 3,773 shares; 2025Q4: 3,974 shares 3,974 $775K 0.08% +201 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: 18,993 shares; 2024Q4: 20,383 shares; 2025Q1: 16,206 shares; 2025Q2: 15,858 shares; 2025Q3: 15,858 shares; 2025Q4: 15,121 shares 15,121 $751K 0.07% -737 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,604 shares; 2025Q1: 3,124 shares; 2025Q2: 3,104 shares; 2025Q3: 3,279 shares; 2025Q4: 3,324 shares 3,324 $749K 0.07% +45 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: 17,818 shares; 2024Q4: 16,141 shares; 2025Q1: 15,392 shares; 2025Q2: 15,193 shares; 2025Q3: 14,272 shares; 2025Q4: 14,273 shares 14,273 $729K 0.07% +1 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: 11,698 shares; 2024Q4: 11,375 shares; 2025Q1: 1,970 shares; 2025Q2: 2,055 shares; 2025Q3: 2,058 shares; 2025Q4: 2,065 shares 2,065 $698K 0.07% +7 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: 1,123 shares; 2024Q4: 428 shares; 2025Q1: 446 shares; 2025Q2: 494 shares; 2025Q3: 498 shares; 2025Q4: 631 shares 631 $678K 0.07% +133 Timeline FSIG 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: 52,292 shares; 2024Q4: 52,292 shares; 2025Q1: 52,292 shares; 2025Q2: 52,292 shares; 2025Q3: 35,213 shares; 2025Q4: 35,213 shares 35,213 $676K 0.07% 0 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: 558 shares; 2024Q4: 511 shares; 2025Q1: 484 shares; 2025Q2: 7,255 shares; 2025Q3: 7,321 shares; 2025Q4: 7,348 shares 7,348 $670K 0.07% +27 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: 11,793 shares; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 11,793 shares; 2025Q4: 11,793 shares 11,793 $670K 0.07% 0 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: 15,472 shares; 2024Q4: 10,092 shares; 2025Q1: 6,652 shares; 2025Q2: 6,301 shares; 2025Q3: 6,374 shares; 2025Q4: 6,350 shares 6,350 $668K 0.07% -24 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: 6,562 shares; 2024Q4: 6,500 shares; 2025Q1: 5,793 shares; 2025Q2: 2,594 shares; 2025Q3: 2,677 shares; 2025Q4: 2,764 shares 2,764 $667K 0.07% +87 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,380 shares; 2024Q4: 6,351 shares; 2025Q1: 6,401 shares; 2025Q2: 9,955 shares; 2025Q3: 10,355 shares; 2025Q4: 9,037 shares 9,037 $666K 0.07% -1,318 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: 8,045 shares; 2024Q4: 7,617 shares; 2025Q1: 7,204 shares; 2025Q2: 7,358 shares; 2025Q3: 7,235 shares; 2025Q4: 6,332 shares 6,332 $665K 0.07% -903 Timeline SUSL 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: 5,890 shares; 2024Q4: 5,877 shares; 2025Q1: 5,806 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,443 shares 5,443 $660K 0.07% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,309 shares; 2024Q4: 14,176 shares; 2025Q1: 14,398 shares; 2025Q2: 13,874 shares; 2025Q3: 13,829 shares; 2025Q4: 13,575 shares 13,575 $658K 0.07% -254 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: 858 shares; 2024Q4: 853 shares; 2025Q1: 818 shares; 2025Q2: 905 shares; 2025Q3: 880 shares; 2025Q4: 762 shares 762 $657K 0.07% -118 Timeline AGGY 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: 179,537 shares; 2024Q4: 96,650 shares; 2025Q1: 95,601 shares; 2025Q2: 79,635 shares; 2025Q3: 16,658 shares; 2025Q4: 14,641 shares 14,641 $645K 0.06% -2,017 Timeline EMGF 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: 11,040 shares; 2024Q4: 11,035 shares; 2025Q1: 10,696 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares 11,147 $645K 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 2,233 shares 2,233 $637K 0.06% +506 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: 8,135 shares; 2024Q4: 8,104 shares; 2025Q1: 8,159 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,253 shares 7,253 $632K 0.06% -120 Timeline TSPA 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: 16,053 shares; 2024Q4: 16,072 shares; 2025Q1: 15,684 shares; 2025Q2: 14,767 shares; 2025Q3: 14,757 shares; 2025Q4: 14,766 shares 14,766 $632K 0.06% +9 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: 1,155 shares; 2024Q4: 1,148 shares; 2025Q1: 1,061 shares; 2025Q2: 1,099 shares; 2025Q3: 1,032 shares; 2025Q4: 1,109 shares 1,109 $628K 0.06% +77 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: 1,790 shares; 2024Q4: 1,759 shares; 2025Q1: 1,561 shares; 2025Q2: 1,248 shares; 2025Q3: 1,234 shares; 2025Q4: 1,227 shares 1,227 $626K 0.06% -7 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: 10,763 shares; 2024Q4: 10,866 shares; 2025Q1: 10,756 shares; 2025Q2: 10,591 shares; 2025Q3: 12,192 shares; 2025Q4: 16,370 shares 16,370 $612K 0.06% +4,178 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: 491 shares; 2024Q4: 444 shares; 2025Q1: 469 shares; 2025Q2: 483 shares; 2025Q3: 475 shares; 2025Q4: 503 shares 503 $611K 0.06% +28 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,245 shares; 2025Q1: 8,241 shares; 2025Q2: 8,207 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $608K 0.06% 0 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: 11,691 shares; 2024Q4: 10,573 shares; 2025Q1: 9,617 shares; 2025Q2: 9,442 shares; 2025Q3: 7,889 shares; 2025Q4: 7,491 shares 7,491 $607K 0.06% -398 Timeline IGF 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: 11,518 shares; 2025Q3: 9,898 shares; 2025Q4: 9,849 shares 9,849 $604K 0.06% -49 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: 1,228 shares; 2024Q4: 1,224 shares; 2025Q1: 1,243 shares; 2025Q2: 1,293 shares; 2025Q3: 1,273 shares; 2025Q4: 1,286 shares 1,286 $599K 0.06% +13 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,572 shares; 2024Q4: 18,235 shares; 2025Q1: 18,316 shares; 2025Q2: 18,316 shares; 2025Q3: 18,316 shares; 2025Q4: 18,117 shares 18,117 $598K 0.06% -199 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,167 shares; 2025Q1: 3,749 shares; 2025Q2: 3,798 shares; 2025Q3: 3,906 shares; 2025Q4: 3,224 shares 3,224 $587K 0.06% -682 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,937 shares; 2024Q4: 14,706 shares; 2025Q1: 10,854 shares; 2025Q2: 9,732 shares; 2025Q3: 8,561 shares; 2025Q4: 8,271 shares 8,271 $569K 0.06% -290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,815 shares; 2025Q3: 4,770 shares; 2025Q4: 4,234 shares 4,234 $562K 0.06% -536 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: 4,921 shares; 2024Q4: 3,886 shares; 2025Q1: 7,227 shares; 2025Q2: 7,409 shares; 2025Q3: 6,677 shares; 2025Q4: 5,593 shares 5,593 $559K 0.06% -1,084 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 10,054 shares; 2025Q1: 9,672 shares; 2025Q2: 14,679 shares; 2025Q3: 12,375 shares; 2025Q4: 12,292 shares 12,292 $547K 0.05% -83 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: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 7,662 shares; 2025Q3: 8,079 shares; 2025Q4: 8,116 shares 8,116 $546K 0.05% +37 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 8,238 shares; 2025Q1: 7,331 shares; 2025Q2: 6,487 shares; 2025Q3: 5,214 shares; 2025Q4: 4,723 shares 4,723 $538K 0.05% -491 Timeline DNOV 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: 13,968 shares; 2024Q4: 13,360 shares; 2025Q1: 12,878 shares; 2025Q2: 12,546 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares 10,867 $531K 0.05% 0 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: 3,872 shares; 2024Q4: 5,111 shares; 2025Q1: 4,949 shares; 2025Q2: 5,297 shares; 2025Q3: 4,923 shares; 2025Q4: 4,951 shares 4,951 $530K 0.05% +28 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,123 shares; 2025Q1: 1,082 shares; 2025Q2: 1,083 shares; 2025Q3: 1,078 shares; 2025Q4: 1,064 shares 1,064 $522K 0.05% -14 Timeline SUSC 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: 22,102 shares; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 22,127 shares; 2025Q3: 22,282 shares; 2025Q4: 22,297 shares 22,297 $521K 0.05% +15 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: 1,345 shares; 2024Q4: 1,233 shares; 2025Q1: 1,284 shares; 2025Q2: 835 shares; 2025Q3: 839 shares; 2025Q4: 902 shares 902 $517K 0.05% +63 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: 489 shares; 2024Q4: 472 shares; 2025Q1: 483 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 568 shares 568 $499K 0.05% +6 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: not reported; 2024Q4: 1,516 shares; 2025Q1: 1,661 shares; 2025Q2: 1,945 shares; 2025Q3: 1,773 shares; 2025Q4: 1,918 shares 1,918 $493K 0.05% +145 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 13,112 shares; 2025Q1: 9,312 shares; 2025Q2: 9,312 shares; 2025Q3: 5,703 shares; 2025Q4: 5,703 shares 5,703 $486K 0.05% 0 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: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 3,375 shares 3,375 $486K 0.05% +1,687 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 12,187 shares; 2025Q1: 8,976 shares; 2025Q2: 8,979 shares; 2025Q3: 8,889 shares; 2025Q4: 11,402 shares 11,402 $459K 0.05% +2,513 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: 4,676 shares; 2024Q4: 14,424 shares; 2025Q1: 14,774 shares; 2025Q2: 14,778 shares; 2025Q3: 14,007 shares; 2025Q4: 13,999 shares 13,999 $457K 0.05% -8 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 37,631 shares; 2025Q1: 32,948 shares; 2025Q2: 32,019 shares; 2025Q3: 24,667 shares; 2025Q4: 19,197 shares 19,197 $449K 0.04% -5,470 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,196 shares; 2025Q1: 1,743 shares; 2025Q2: 1,687 shares; 2025Q3: 1,606 shares; 2025Q4: 1,616 shares 1,616 $445K 0.04% +10 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 5,076 shares 5,076 $444K 0.04% -1,424 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 12,304 shares; 2025Q1: 6,278 shares; 2025Q2: 6,088 shares; 2025Q3: 5,548 shares; 2025Q4: 5,566 shares 5,566 $442K 0.04% +18 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,915 shares; 2025Q4: 16,967 shares 16,967 $440K 0.04% +52 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,433 shares; 2025Q1: 7,441 shares; 2025Q2: 7,439 shares; 2025Q3: 7,349 shares; 2025Q4: 7,011 shares 7,011 $438K 0.04% -338 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,566 shares; 2025Q3: 1,576 shares; 2025Q4: 1,566 shares 1,566 $437K 0.04% -10 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 8,436 shares; 2025Q1: 13,324 shares; 2025Q2: 12,898 shares; 2025Q3: 12,576 shares; 2025Q4: 11,665 shares 11,665 $437K 0.04% -911 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,236 shares; 2025Q1: 4,236 shares; 2025Q2: 4,236 shares; 2025Q3: 4,236 shares; 2025Q4: 4,236 shares 4,236 $436K 0.04% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 6,610 shares; 2025Q1: 5,774 shares; 2025Q2: 4,951 shares; 2025Q3: 4,933 shares; 2025Q4: 4,941 shares 4,941 $430K 0.04% +8 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: 5,485 shares; 2024Q4: 5,375 shares; 2025Q1: 4,650 shares; 2025Q2: 3,771 shares; 2025Q3: 3,566 shares; 2025Q4: 3,718 shares 3,718 $423K 0.04% +152 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: 9,987 shares; 2024Q4: 9,689 shares; 2025Q1: 9,689 shares; 2025Q2: 9,689 shares; 2025Q3: 9,689 shares; 2025Q4: 9,689 shares 9,689 $422K 0.04% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,653 shares; 2024Q4: 174,074 shares; 2025Q1: 24,148 shares; 2025Q2: 17,936 shares; 2025Q3: 15,154 shares; 2025Q4: 13,695 shares 13,695 $421K 0.04% -1,459 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares 2,369 $420K 0.04% 0 Timeline EMLC 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: 16,055 shares 16,055 $415K 0.04% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,480 shares; 2024Q4: 27,977 shares; 2025Q1: 23,265 shares; 2025Q2: 17,786 shares; 2025Q3: 16,563 shares; 2025Q4: 16,201 shares 16,201 $410K 0.04% -362 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,209 shares; 2025Q1: 3,211 shares; 2025Q2: 3,188 shares; 2025Q3: 3,187 shares; 2025Q4: 3,184 shares 3,184 $410K 0.04% -3 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,335 shares; 2025Q2: 1,316 shares; 2025Q3: 1,321 shares; 2025Q4: 1,216 shares 1,216 $409K 0.04% -105 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,260 shares 7,260 $398K 0.04% 0 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: 15,930 shares; 2024Q4: 14,559 shares; 2025Q1: 14,976 shares; 2025Q2: 15,198 shares; 2025Q3: 15,211 shares; 2025Q4: 15,862 shares 15,862 $394K 0.04% +651 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: not reported; 2024Q4: not reported; 2025Q1: 9,076 shares; 2025Q2: 7,152 shares; 2025Q3: 7,152 shares; 2025Q4: 7,152 shares 7,152 $391K 0.04% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,879 shares; 2025Q1: 6,614 shares; 2025Q2: 6,592 shares; 2025Q3: 6,530 shares; 2025Q4: 4,689 shares 4,689 $385K 0.04% -1,841 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 7,558 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,802 shares 8,802 $384K 0.04% +552 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: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 3,985 shares; 2025Q2: 4,024 shares; 2025Q3: 3,974 shares; 2025Q4: 4,079 shares 4,079 $384K 0.04% +105 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,502 shares; 2025Q1: 2,387 shares; 2025Q2: 2,538 shares; 2025Q3: 2,537 shares; 2025Q4: 2,547 shares 2,547 $383K 0.04% +10 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: 1,651 shares; 2024Q4: 1,520 shares; 2025Q1: 1,526 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares; 2025Q4: 1,445 shares 1,445 $383K 0.04% +73 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,657 shares; 2024Q4: 19,867 shares; 2025Q1: 12,713 shares; 2025Q2: 12,778 shares; 2025Q3: 12,475 shares; 2025Q4: 12,354 shares 12,354 $382K 0.04% -121 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 3,909 shares; 2025Q1: 2,725 shares; 2025Q2: 2,620 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares 4,331 $382K 0.04% 0 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,556 shares 5,556 $382K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 3,932 shares; 2025Q1: 3,372 shares; 2025Q2: 3,011 shares; 2025Q3: 3,033 shares; 2025Q4: 3,028 shares 3,028 $381K 0.04% -5 Timeline PFFD 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: 15,403 shares; 2024Q4: 15,637 shares; 2025Q1: 19,635 shares; 2025Q2: 19,783 shares; 2025Q3: 19,842 shares; 2025Q4: 20,154 shares 20,154 $381K 0.04% +312 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: not reported; 2024Q4: not reported; 2025Q1: 1,096 shares; 2025Q2: 1,176 shares; 2025Q3: 1,182 shares; 2025Q4: 1,213 shares 1,213 $374K 0.04% +31 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,705 shares; 2025Q1: 1,496 shares; 2025Q2: 1,696 shares; 2025Q3: 1,703 shares; 2025Q4: 1,702 shares 1,702 $373K 0.04% -1 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,843 shares; 2025Q1: 2,973 shares; 2025Q2: 2,934 shares; 2025Q3: 2,924 shares; 2025Q4: 2,918 shares 2,918 $370K 0.04% -6 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,410 shares; 2025Q1: 5,250 shares; 2025Q2: 5,253 shares; 2025Q3: 5,255 shares; 2025Q4: 5,258 shares 5,258 $369K 0.04% +3 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares 5,255 $360K 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 4,159 shares 4,159 $355K 0.04% +1,259 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,322 shares; 2025Q1: 6,330 shares; 2025Q2: 6,184 shares; 2025Q3: 6,131 shares; 2025Q4: 6,131 shares 6,131 $353K 0.04% 0 Timeline IFRA 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: 31,920 shares; 2024Q4: 32,194 shares; 2025Q1: 7,046 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares; 2025Q4: 6,664 shares 6,664 $351K 0.03% 0 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: not reported; 2024Q4: 398 shares; 2025Q1: 413 shares; 2025Q2: 326 shares; 2025Q3: 288 shares; 2025Q4: 324 shares 324 $347K 0.03% +36 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: 1,237 shares; 2024Q4: 1,171 shares; 2025Q1: 1,097 shares; 2025Q2: 1,130 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168 $346K 0.03% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,518 shares; 2025Q1: 7,518 shares; 2025Q2: 7,518 shares; 2025Q3: 7,518 shares; 2025Q4: 7,518 shares 7,518 $342K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,595 shares; 2025Q1: 2,771 shares; 2025Q2: 2,588 shares; 2025Q3: 2,503 shares; 2025Q4: 2,466 shares 2,466 $337K 0.03% -37 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 6,451 shares 6,451 $330K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,060 shares; 2025Q1: 1,658 shares; 2025Q2: 1,583 shares; 2025Q3: 1,577 shares; 2025Q4: 1,578 shares 1,578 $329K 0.03% +1 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: 2,416 shares; 2024Q4: 2,414 shares; 2025Q1: 2,432 shares; 2025Q2: 1,280 shares; 2025Q3: 1,180 shares; 2025Q4: 1,273 shares 1,273 $327K 0.03% +93 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,319 shares; 2025Q2: 1,355 shares; 2025Q3: 1,319 shares; 2025Q4: 1,173 shares 1,173 $320K 0.03% -146 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: 1,467 shares; 2025Q2: 1,574 shares; 2025Q3: 1,541 shares; 2025Q4: 1,556 shares 1,556 $320K 0.03% +15 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: 27,505 shares; 2024Q4: 12,064 shares; 2025Q1: 11,184 shares; 2025Q2: 9,105 shares; 2025Q3: 8,777 shares; 2025Q4: 8,662 shares 8,662 $320K 0.03% -115 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 635 shares; 2025Q4: 718 shares 718 $319K 0.03% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,664 shares; 2025Q3: 3,580 shares; 2025Q4: 7,345 shares 7,345 $314K 0.03% +3,765 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: 29,608 shares; 2024Q4: 33,314 shares; 2025Q1: 2,698 shares; 2025Q2: 4,600 shares; 2025Q3: 3,150 shares; 2025Q4: 3,425 shares 3,425 $299K 0.03% +275 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 2,068 shares 2,068 $297K 0.03% +43 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $292K 0.03% 0 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: not reported; 2024Q4: 1,247 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,324 shares 1,324 $287K 0.03% -35 Timeline QLTA 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: 12,230 shares; 2025Q1: 38,014 shares; 2025Q2: 36,078 shares; 2025Q3: 34,268 shares; 2025Q4: 5,958 shares 5,958 $287K 0.03% -28,310 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,256 shares; 2025Q4: 3,263 shares 3,263 $286K 0.03% +7 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: 852 shares; 2024Q4: 767 shares; 2025Q1: 728 shares; 2025Q2: 696 shares; 2025Q3: 769 shares; 2025Q4: 816 shares 816 $286K 0.03% +47 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: 3,857 shares; 2024Q4: 5,621 shares; 2025Q1: 3,328 shares; 2025Q2: 3,490 shares; 2025Q3: 4,040 shares; 2025Q4: 3,525 shares 3,525 $284K 0.03% -515 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,378 shares 2,378 $284K 0.03% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,991 shares; 2025Q3: 5,712 shares; 2025Q4: 6,134 shares 6,134 $284K 0.03% +422 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: 24,459 shares; 2024Q4: 24,477 shares; 2025Q1: 22,919 shares; 2025Q2: 21,513 shares; 2025Q3: 8,031 shares; 2025Q4: 6,645 shares 6,645 $278K 0.03% -1,386 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,131 shares; 2025Q1: 2,902 shares; 2025Q2: 2,826 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares 2,821 $277K 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,106 shares; 2025Q4: 2,133 shares 2,133 $275K 0.03% +27 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: 2,435 shares; 2024Q4: 2,438 shares; 2025Q1: 2,475 shares; 2025Q2: 2,474 shares; 2025Q3: 2,458 shares; 2025Q4: 2,465 shares 2,465 $272K 0.03% +7 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 10,947 shares; 2025Q1: 10,596 shares; 2025Q2: 8,850 shares; 2025Q3: 8,567 shares; 2025Q4: 5,767 shares 5,767 $268K 0.03% -2,800 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: 1,951 shares; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,363 shares; 2025Q3: 2,249 shares; 2025Q4: 2,194 shares 2,194 $267K 0.03% -55 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: 3,050 shares; 2024Q4: 9,475 shares; 2025Q1: 9,875 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,875 shares 9,875 $266K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares 2,275 $265K 0.03% new 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: 3,639 shares; 2024Q4: 3,540 shares; 2025Q1: 2,824 shares; 2025Q2: 2,364 shares; 2025Q3: 2,273 shares; 2025Q4: 2,257 shares 2,257 $255K 0.03% -16 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,539 shares; 2025Q3: 1,558 shares; 2025Q4: 1,588 shares 1,588 $254K 0.03% +30 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,773 shares; 2025Q4: 1,405 shares 1,405 $250K 0.02% -368 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: 4,307 shares; 2024Q4: 3,891 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,108 shares; 2025Q4: 3,109 shares 3,109 $248K 0.02% +1 Timeline FMAR 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: 13,200 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 5,152 shares; 2025Q4: 5,152 shares 5,152 $245K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,240 shares; 2025Q2: 1,210 shares; 2025Q3: 1,201 shares; 2025Q4: 1,207 shares 1,207 $243K 0.02% +6 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,076 shares; 2025Q1: 4,774 shares; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,557 shares 4,557 $243K 0.02% +353 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 3,577 shares 3,577 $241K 0.02% -1,286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares 983 $238K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: 2,813 shares; 2025Q2: 2,574 shares; 2025Q3: 2,241 shares; 2025Q4: 2,223 shares 2,223 $235K 0.02% -18 Timeline IMCV 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: 2,820 shares; 2024Q4: 2,826 shares; 2025Q1: 2,831 shares; 2025Q2: 2,836 shares; 2025Q3: 2,841 shares; 2025Q4: 2,846 shares 2,846 $234K 0.02% +5 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,255 shares 1,255 $233K 0.02% +5 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,667 shares; 2025Q4: 2,671 shares 2,671 $233K 0.02% +4 Timeline EUDG 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: 6,675 shares; 2024Q4: not reported; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares 6,175 $232K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares 3,002 $231K 0.02% 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: 1,143 shares; 2024Q4: 1,174 shares; 2025Q1: 1,086 shares; 2025Q2: 1,276 shares; 2025Q3: not reported; 2025Q4: 1,005 shares 1,005 $230K 0.02% new 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: not reported; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,497 shares 1,497 $230K 0.02% +14 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: 1,260 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 782 shares; 2025Q4: 786 shares 786 $227K 0.02% +4 Timeline DLS 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: 2,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,839 shares; 2025Q4: 2,799 shares 2,799 $227K 0.02% -40 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares 762 $225K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 382 shares 382 $221K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,052 shares; 2025Q1: 2,139 shares; 2025Q2: 2,300 shares; 2025Q3: not reported; 2025Q4: 2,262 shares 2,262 $221K 0.02% 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: 857 shares; 2024Q4: 1,706 shares; 2025Q1: 1,782 shares; 2025Q2: 1,779 shares; 2025Q3: 1,689 shares; 2025Q4: 1,188 shares 1,188 $219K 0.02% -501 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 647 shares; 2025Q1: 651 shares; 2025Q2: 684 shares; 2025Q3: 682 shares; 2025Q4: 673 shares 673 $218K 0.02% -9 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares 2,233 $217K 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,190 shares; 2025Q1: 3,196 shares; 2025Q2: 3,210 shares; 2025Q3: 3,228 shares; 2025Q4: 3,238 shares 3,238 $217K 0.02% +10 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,707 shares; 2025Q1: 2,884 shares; 2025Q2: 4,129 shares; 2025Q3: 4,307 shares; 2025Q4: 4,248 shares 4,248 $216K 0.02% -59 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,612 shares; 2025Q2: 1,947 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares 1,907 $210K 0.02% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,337 shares; 2025Q1: 4,277 shares; 2025Q2: 4,217 shares; 2025Q3: 3,250 shares; 2025Q4: 2,706 shares 2,706 $210K 0.02% -544 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 8,059 shares; 2025Q1: 8,213 shares; 2025Q2: 8,044 shares; 2025Q3: 9,244 shares; 2025Q4: 9,321 shares 9,321 $209K 0.02% +77 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $209K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 688 shares 688 $208K 0.02% 0 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: 2,527 shares 2,527 $206K 0.02% new 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: 19,768 shares; 2024Q4: 17,948 shares; 2025Q1: 12,991 shares; 2025Q2: 5,347 shares; 2025Q3: 5,095 shares; 2025Q4: 5,095 shares 5,095 $205K 0.02% 0 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 8,129 shares; 2025Q1: 5,256 shares; 2025Q2: 5,092 shares; 2025Q3: not reported; 2025Q4: 4,924 shares 4,924 $204K 0.02% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,890 shares; 2024Q4: 14,254 shares; 2025Q1: 13,015 shares; 2025Q2: 11,757 shares; 2025Q3: 16,529 shares; 2025Q4: 12,634 shares 12,634 $203K 0.02% -3,895 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares 308 $201K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares 3,036 $200K 0.02% new 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: 604 shares; 2024Q4: 596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares 746 $200K 0.02% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,345 shares; 2024Q4: 14,766 shares; 2025Q1: 14,983 shares; 2025Q2: 15,322 shares; 2025Q3: 15,661 shares; 2025Q4: 16,112 shares 16,112 $131K 0.01% +451 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,393 shares; 2025Q4: 12,393 shares 12,393 $51.2K 0.01% 0 Timeline CAN CANAAN INC More: the full row for CANAAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,801 shares; 2024Q4: 170,807 shares; 2025Q1: 103,339 shares; 2025Q2: 98,501 shares; 2025Q3: 16,091 shares; 2025Q4: 16,091 shares 16,091 $11.1K <0.01% 0 Timeline