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: 803,936 shares; 2024Q4: 816,103 shares; 2025Q1: 831,258 shares; 2025Q2: 797,842 shares; 2025Q3: 961,238 shares; 2025Q4: 963,918 shares 963,918 $262M 2.9% +2,680 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: 309,237 shares; 2024Q4: 318,573 shares; 2025Q1: 299,969 shares; 2025Q2: 321,625 shares; 2025Q3: 353,683 shares; 2025Q4: 393,787 shares 393,787 $191M 2.11% +40,104 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748,164 shares; 2024Q4: 1,595,808 shares; 2025Q1: not reported; 2025Q2: 3,062,999 shares; 2025Q3: 3,694,128 shares; 2025Q4: 4,024,099 shares 4,024,099 $179M 1.98% +329,971 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,865 shares; 2024Q4: 468,225 shares; 2025Q1: 754,366 shares; 2025Q2: 648,806 shares; 2025Q3: 740,084 shares; 2025Q4: 1,342,569 shares 1,342,569 $143M 1.59% +602,485 Timeline SPMB 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: 2,081,472 shares; 2024Q4: 4,367,937 shares; 2025Q1: 4,997,010 shares; 2025Q2: 6,235,452 shares; 2025Q3: 5,779,137 shares; 2025Q4: 6,119,180 shares 6,119,180 $137M 1.52% +340,043 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,022 shares; 2024Q4: 620,671 shares; 2025Q1: 628,826 shares; 2025Q2: 655,396 shares; 2025Q3: 677,124 shares; 2025Q4: 712,182 shares 712,182 $120M 1.32% +35,058 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: 567,602 shares; 2024Q4: 562,907 shares; 2025Q1: 405,250 shares; 2025Q2: 429,987 shares; 2025Q3: 643,424 shares; 2025Q4: 636,666 shares 636,666 $119M 1.31% -6,758 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,196 shares; 2024Q4: 881,337 shares; 2025Q1: 972,091 shares; 2025Q2: 1,013,017 shares; 2025Q3: 1,074,596 shares; 2025Q4: 1,148,105 shares 1,148,105 $118M 1.3% +73,509 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979,845 shares; 2024Q4: 4,179,349 shares; 2025Q1: 3,571,370 shares; 2025Q2: 3,709,536 shares; 2025Q3: 3,936,386 shares; 2025Q4: 4,194,273 shares 4,194,273 $101M 1.12% +257,887 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,162 shares; 2024Q4: 647,896 shares; 2025Q1: 739,708 shares; 2025Q2: 716,680 shares; 2025Q3: 731,023 shares; 2025Q4: 697,613 shares 697,613 $94.3M 1.04% -33,410 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: 623,960 shares; 2024Q4: 632,296 shares; 2025Q1: 1,286,474 shares; 2025Q2: 1,596,810 shares; 2025Q3: 1,514,054 shares; 2025Q4: 1,524,255 shares 1,524,255 $86.6M 0.96% +10,201 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: 273,314 shares; 2024Q4: 282,475 shares; 2025Q1: 249,752 shares; 2025Q2: 255,305 shares; 2025Q3: 254,691 shares; 2025Q4: 248,865 shares 248,865 $86.1M 0.95% -5,826 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: 1,432,715 shares; 2024Q4: 1,375,700 shares; 2025Q1: 996,596 shares; 2025Q2: 1,089,506 shares; 2025Q3: 1,129,521 shares; 2025Q4: 993,809 shares 993,809 $84.8M 0.94% -135,712 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: 335,966 shares; 2024Q4: 352,098 shares; 2025Q1: 366,187 shares; 2025Q2: 374,378 shares; 2025Q3: 386,472 shares; 2025Q4: 340,543 shares 340,543 $77.8M 0.86% -45,929 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: 70,604 shares; 2024Q4: 72,826 shares; 2025Q1: 70,063 shares; 2025Q2: 71,952 shares; 2025Q3: 86,728 shares; 2025Q4: 88,081 shares 88,081 $76M 0.84% +1,353 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: 735,430 shares; 2024Q4: 751,130 shares; 2025Q1: 765,342 shares; 2025Q2: 771,298 shares; 2025Q3: 844,179 shares; 2025Q4: 671,349 shares 671,349 $74.8M 0.83% -172,830 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: 492,735 shares; 2024Q4: 501,172 shares; 2025Q1: 570,274 shares; 2025Q2: 591,290 shares; 2025Q3: 613,076 shares; 2025Q4: 613,972 shares 613,972 $73.9M 0.82% +896 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,291 shares; 2024Q4: 111,884 shares; 2025Q1: 128,458 shares; 2025Q2: 130,030 shares; 2025Q3: 133,089 shares; 2025Q4: 130,604 shares 130,604 $72.2M 0.8% -2,485 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,989 shares; 2024Q4: 714,507 shares; 2025Q1: 705,955 shares; 2025Q2: 707,734 shares; 2025Q3: 787,690 shares; 2025Q4: 854,876 shares 854,876 $71.6M 0.79% +67,186 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,636 shares; 2024Q4: 207,010 shares; 2025Q1: 228,952 shares; 2025Q2: 232,745 shares; 2025Q3: 239,156 shares; 2025Q4: 230,757 shares 230,757 $70.6M 0.78% -8,399 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: 100,736 shares; 2024Q4: 102,593 shares; 2025Q1: 109,534 shares; 2025Q2: 112,155 shares; 2025Q3: 124,901 shares; 2025Q4: 122,878 shares 122,878 $70.2M 0.78% -2,023 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: 236,294 shares; 2024Q4: 247,084 shares; 2025Q1: 209,073 shares; 2025Q2: 210,123 shares; 2025Q3: 290,221 shares; 2025Q4: 298,628 shares 298,628 $68.9M 0.76% +8,407 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: 207,640 shares; 2024Q4: 212,803 shares; 2025Q1: 232,969 shares; 2025Q2: 239,206 shares; 2025Q3: 253,173 shares; 2025Q4: 198,450 shares 198,450 $68.3M 0.76% -54,723 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: 154,060 shares; 2024Q4: 163,726 shares; 2025Q1: 142,716 shares; 2025Q2: 140,153 shares; 2025Q3: 203,909 shares; 2025Q4: 207,418 shares 207,418 $64.9M 0.72% +3,509 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,629 shares; 2024Q4: 575,198 shares; 2025Q1: 609,706 shares; 2025Q2: 618,304 shares; 2025Q3: 623,624 shares; 2025Q4: 599,147 shares 599,147 $63.2M 0.7% -24,477 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,550 shares; 2025Q1: 344,612 shares; 2025Q2: 1,163,801 shares; 2025Q3: 934,346 shares; 2025Q4: 612,565 shares 612,565 $62.3M 0.69% -321,781 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,092 shares; 2024Q4: 159,697 shares; 2025Q1: 179,433 shares; 2025Q2: 181,691 shares; 2025Q3: 183,489 shares; 2025Q4: 175,916 shares 175,916 $60.6M 0.67% -7,573 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: 196,922 shares; 2024Q4: 202,516 shares; 2025Q1: 228,488 shares; 2025Q2: 233,449 shares; 2025Q3: 237,226 shares; 2025Q4: 229,997 shares 229,997 $59.2M 0.66% -7,229 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,572 shares; 2024Q4: 294,123 shares; 2025Q1: 345,977 shares; 2025Q2: 351,951 shares; 2025Q3: 357,969 shares; 2025Q4: 352,217 shares 352,217 $59M 0.65% -5,752 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: 292,575 shares; 2024Q4: 298,489 shares; 2025Q1: 323,511 shares; 2025Q2: 332,876 shares; 2025Q3: 331,758 shares; 2025Q4: 330,857 shares 330,857 $56.6M 0.63% -901 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,676 shares; 2024Q4: 142,039 shares; 2025Q1: 159,879 shares; 2025Q2: 162,038 shares; 2025Q3: 164,134 shares; 2025Q4: 160,366 shares 160,366 $56.4M 0.62% -3,768 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: 152,051 shares; 2024Q4: 155,795 shares; 2025Q1: 153,097 shares; 2025Q2: 205,155 shares; 2025Q3: 199,032 shares; 2025Q4: 205,900 shares 205,900 $55.3M 0.61% +6,868 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: 225,950 shares; 2024Q4: 227,735 shares; 2025Q1: 267,445 shares; 2025Q2: 257,501 shares; 2025Q3: 263,693 shares; 2025Q4: 257,780 shares 257,780 $54.6M 0.6% -5,913 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: 545,713 shares; 2024Q4: 588,250 shares; 2025Q1: 578,627 shares; 2025Q2: 609,071 shares; 2025Q3: 648,042 shares; 2025Q4: 685,058 shares 685,058 $54.6M 0.6% +37,016 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: 162,254 shares; 2024Q4: 165,120 shares; 2025Q1: 364,378 shares; 2025Q2: 387,705 shares; 2025Q3: 398,553 shares; 2025Q4: 377,346 shares 377,346 $54.1M 0.6% -21,207 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,245 shares; 2024Q4: 292,431 shares; 2025Q1: 698,764 shares; 2025Q2: 797,860 shares; 2025Q3: 955,746 shares; 2025Q4: 1,042,588 shares 1,042,588 $52M 0.58% +86,842 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852,092 shares; 2024Q4: 1,773,681 shares; 2025Q1: 1,821,330 shares; 2025Q2: 308,926 shares; 2025Q3: 731,275 shares; 2025Q4: 1,081,255 shares 1,081,255 $51M 0.56% +349,980 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: 1,080,015 shares; 2024Q4: 1,089,676 shares; 2025Q1: 1,241,823 shares; 2025Q2: 1,270,967 shares; 2025Q3: 1,299,682 shares; 2025Q4: 1,247,593 shares 1,247,593 $50.8M 0.56% -52,089 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: 225,920 shares; 2024Q4: 228,828 shares; 2025Q1: 261,503 shares; 2025Q2: 286,911 shares; 2025Q3: 296,998 shares; 2025Q4: 291,869 shares 291,869 $50.6M 0.56% -5,129 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: 381,749 shares; 2024Q4: 391,450 shares; 2025Q1: 444,627 shares; 2025Q2: 474,255 shares; 2025Q3: 493,935 shares; 2025Q4: 472,544 shares 472,544 $49.7M 0.55% -21,391 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,962 shares; 2024Q4: 83,531 shares; 2025Q1: 95,973 shares; 2025Q2: 96,717 shares; 2025Q3: 98,481 shares; 2025Q4: 94,982 shares 94,982 $49.7M 0.55% -3,499 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,463 shares; 2024Q4: 108,766 shares; 2025Q1: 126,107 shares; 2025Q2: 128,440 shares; 2025Q3: 146,533 shares; 2025Q4: 145,131 shares 145,131 $48.9M 0.54% -1,402 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: 140,556 shares; 2024Q4: 147,225 shares; 2025Q1: 125,464 shares; 2025Q2: 129,469 shares; 2025Q3: 140,267 shares; 2025Q4: 150,407 shares 150,407 $48.5M 0.54% +10,140 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: 8,528 shares; 2024Q4: 543,544 shares; 2025Q1: 671,969 shares; 2025Q2: 686,771 shares; 2025Q3: 709,356 shares; 2025Q4: 721,749 shares 721,749 $48.4M 0.54% +12,393 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,254 shares; 2024Q4: 55,546 shares; 2025Q1: 64,541 shares; 2025Q2: 66,520 shares; 2025Q3: 68,303 shares; 2025Q4: 72,771 shares 72,771 $48.2M 0.53% +4,468 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,643 shares; 2024Q4: 188,428 shares; 2025Q1: 193,189 shares; 2025Q2: 195,331 shares; 2025Q3: 201,753 shares; 2025Q4: 191,192 shares 191,192 $47.1M 0.52% -10,561 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,235 shares; 2024Q4: 402,972 shares; 2025Q1: 471,417 shares; 2025Q2: 478,957 shares; 2025Q3: 484,951 shares; 2025Q4: 474,906 shares 474,906 $46.1M 0.51% -10,045 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: 27,452 shares; 2024Q4: 28,302 shares; 2025Q1: 70,458 shares; 2025Q2: 31,420 shares; 2025Q3: 63,437 shares; 2025Q4: 66,042 shares 66,042 $45M 0.5% +2,605 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: 336,537 shares; 2024Q4: 348,332 shares; 2025Q1: 325,757 shares; 2025Q2: 334,083 shares; 2025Q3: 346,766 shares; 2025Q4: 355,448 shares 355,448 $44.5M 0.49% +8,682 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,789 shares; 2024Q4: 168,907 shares; 2025Q1: 210,843 shares; 2025Q2: 214,377 shares; 2025Q3: 215,691 shares; 2025Q4: 218,846 shares 218,846 $44.4M 0.49% +3,155 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,920 shares; 2024Q4: 463,837 shares; 2025Q1: 547,773 shares; 2025Q2: 595,233 shares; 2025Q3: 688,032 shares; 2025Q4: 648,868 shares 648,868 $44.2M 0.49% -39,164 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: 597,298 shares; 2024Q4: 640,279 shares; 2025Q1: 748,101 shares; 2025Q2: 813,532 shares; 2025Q3: 880,131 shares; 2025Q4: 1,007,371 shares 1,007,371 $44M 0.49% +127,240 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,697 shares; 2024Q4: 49,297 shares; 2025Q1: 50,969 shares; 2025Q2: 52,036 shares; 2025Q3: 61,909 shares; 2025Q4: 65,514 shares 65,514 $43.2M 0.48% +3,605 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: 123,192 shares; 2024Q4: 124,933 shares; 2025Q1: 122,336 shares; 2025Q2: 123,055 shares; 2025Q3: 135,527 shares; 2025Q4: 137,716 shares 137,716 $43.2M 0.48% +2,189 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: 122,591 shares; 2024Q4: 123,690 shares; 2025Q1: 138,537 shares; 2025Q2: 139,861 shares; 2025Q3: 141,519 shares; 2025Q4: 131,324 shares 131,324 $42.6M 0.47% -10,195 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,172 shares; 2024Q4: 102,303 shares; 2025Q1: 121,462 shares; 2025Q2: 125,455 shares; 2025Q3: 129,719 shares; 2025Q4: 162,213 shares 162,213 $42M 0.46% +32,494 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,243 shares; 2024Q4: 295,025 shares; 2025Q1: 331,149 shares; 2025Q2: 334,548 shares; 2025Q3: 337,730 shares; 2025Q4: 319,103 shares 319,103 $41.6M 0.46% -18,627 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,050 shares; 2024Q4: 866,760 shares; 2025Q1: 1,010,704 shares; 2025Q2: 1,037,263 shares; 2025Q3: 1,025,318 shares; 2025Q4: 823,008 shares 823,008 $41.2M 0.46% -202,310 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: 72,890 shares; 2024Q4: 76,661 shares; 2025Q1: 78,024 shares; 2025Q2: 80,649 shares; 2025Q3: 106,449 shares; 2025Q4: 116,951 shares 116,951 $41M 0.45% +10,502 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,723 shares; 2024Q4: 546,744 shares; 2025Q1: 629,723 shares; 2025Q2: 1,207,156 shares; 2025Q3: 1,014,562 shares; 2025Q4: 1,003,643 shares 1,003,643 $40.3M 0.45% -10,919 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,381 shares; 2024Q4: 107,449 shares; 2025Q1: 119,115 shares; 2025Q2: 594,833 shares; 2025Q3: 279,514 shares; 2025Q4: 328,470 shares 328,470 $39.2M 0.43% +48,956 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,004 shares; 2024Q4: 149,536 shares; 2025Q1: 174,198 shares; 2025Q2: 175,619 shares; 2025Q3: 177,450 shares; 2025Q4: 175,358 shares 175,358 $39.1M 0.43% -2,092 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: 570,551 shares; 2024Q4: 587,605 shares; 2025Q1: 599,977 shares; 2025Q2: 584,672 shares; 2025Q3: 580,141 shares; 2025Q4: 618,694 shares 618,694 $38.7M 0.43% +38,553 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 5,088 shares; 2025Q1: 4,676 shares; 2025Q2: 199,875 shares; 2025Q3: 203,556 shares; 2025Q4: 291,641 shares 291,641 $38.5M 0.43% +88,085 Timeline IEUR ISHARES TR More: 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: 453,739 shares; 2025Q4: 534,944 shares 534,944 $38M 0.42% +81,205 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856,099 shares; 2024Q4: 888,041 shares; 2025Q1: 1,503,329 shares; 2025Q2: 1,562,239 shares; 2025Q3: 1,679,553 shares; 2025Q4: 1,811,444 shares 1,811,444 $37.8M 0.42% +131,891 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,143 shares; 2024Q4: 170,928 shares; 2025Q1: 198,072 shares; 2025Q2: 201,424 shares; 2025Q3: 208,006 shares; 2025Q4: 195,463 shares 195,463 $36.8M 0.41% -12,543 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 971,211 shares; 2025Q3: 973,947 shares; 2025Q4: 947,701 shares 947,701 $36.2M 0.4% -26,246 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,660 shares; 2024Q4: 29,312 shares; 2025Q1: 35,109 shares; 2025Q2: 37,269 shares; 2025Q3: 86,575 shares; 2025Q4: 90,286 shares 90,286 $35.8M 0.4% +3,711 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,530 shares; 2024Q4: 74,274 shares; 2025Q1: 89,765 shares; 2025Q2: 92,223 shares; 2025Q3: 94,797 shares; 2025Q4: 92,971 shares 92,971 $35.6M 0.39% -1,826 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: 149,253 shares; 2024Q4: 157,548 shares; 2025Q1: 179,580 shares; 2025Q2: 183,932 shares; 2025Q3: 189,333 shares; 2025Q4: 199,974 shares 199,974 $35.5M 0.39% +10,641 Timeline VCLT 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: 291,122 shares; 2024Q4: 309,245 shares; 2025Q1: 322,489 shares; 2025Q2: 436,328 shares; 2025Q3: 458,774 shares; 2025Q4: 466,404 shares 466,404 $35.4M 0.39% +7,630 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: 1,487 shares; 2024Q4: 1,509 shares; 2025Q1: 1,472 shares; 2025Q2: 1,658 shares; 2025Q3: 2,197 shares; 2025Q4: 127,716 shares 127,716 $34.9M 0.39% +125,519 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,672 shares; 2024Q4: 114,861 shares; 2025Q1: 135,003 shares; 2025Q2: 137,449 shares; 2025Q3: 140,190 shares; 2025Q4: 137,256 shares 137,256 $34.8M 0.39% -2,934 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: 47,296 shares; 2024Q4: 50,076 shares; 2025Q1: 51,173 shares; 2025Q2: 54,566 shares; 2025Q3: 55,968 shares; 2025Q4: 56,355 shares 56,355 $34.6M 0.38% +387 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,181 shares; 2024Q4: 44,778 shares; 2025Q1: 40,864 shares; 2025Q2: 757,485 shares; 2025Q3: 739,235 shares; 2025Q4: 403,558 shares 403,558 $34M 0.38% -335,677 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: 260,525 shares; 2024Q4: 294,822 shares; 2025Q1: 342,194 shares; 2025Q2: 409,183 shares; 2025Q3: 545,186 shares; 2025Q4: 748,621 shares 748,621 $33.3M 0.37% +203,435 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: 46,591 shares; 2024Q4: 47,033 shares; 2025Q1: 45,530 shares; 2025Q2: 44,708 shares; 2025Q3: 45,836 shares; 2025Q4: 46,821 shares 46,821 $32.1M 0.36% +985 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: 83,796 shares; 2024Q4: 88,704 shares; 2025Q1: 101,195 shares; 2025Q2: 103,550 shares; 2025Q3: 106,753 shares; 2025Q4: 113,656 shares 113,656 $31.7M 0.35% +6,903 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,944 shares; 2024Q4: 1,184,278 shares; 2025Q1: 1,025,148 shares; 2025Q2: 490,897 shares; 2025Q3: 605,203 shares; 2025Q4: 340,767 shares 340,767 $31.5M 0.35% -264,436 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,615 shares; 2025Q1: 1,661 shares; 2025Q2: 11,725 shares; 2025Q3: 12,970 shares; 2025Q4: 140,282 shares 140,282 $31.4M 0.35% +127,312 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779,674 shares 779,674 $31.3M 0.35% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,464 shares; 2024Q4: 284,936 shares; 2025Q1: 308,385 shares; 2025Q2: 319,263 shares; 2025Q3: 381,213 shares; 2025Q4: 381,086 shares 381,086 $30.6M 0.34% -127 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,654 shares; 2024Q4: 129,514 shares; 2025Q1: 151,291 shares; 2025Q2: 157,929 shares; 2025Q3: 169,677 shares; 2025Q4: 162,350 shares 162,350 $29.6M 0.33% -7,327 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: 302,504 shares; 2024Q4: 306,725 shares; 2025Q1: 338,842 shares; 2025Q2: 344,599 shares; 2025Q3: 348,028 shares; 2025Q4: 280,634 shares 280,634 $29.5M 0.33% -67,394 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: 272,971 shares; 2024Q4: 311,884 shares; 2025Q1: 368,920 shares; 2025Q2: 470,078 shares; 2025Q3: 599,098 shares; 2025Q4: 731,518 shares 731,518 $29.4M 0.33% +132,420 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: 336,786 shares; 2024Q4: 332,591 shares; 2025Q1: 326,326 shares; 2025Q2: 367,052 shares; 2025Q3: 402,698 shares; 2025Q4: 419,817 shares 419,817 $29.2M 0.32% +17,119 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,595 shares; 2025Q4: 308,921 shares 308,921 $29M 0.32% +53,326 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: 121,996 shares; 2024Q4: 125,467 shares; 2025Q1: 123,568 shares; 2025Q2: 125,254 shares; 2025Q3: 128,246 shares; 2025Q4: 138,423 shares 138,423 $28.6M 0.32% +10,177 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: 493,307 shares; 2024Q4: 412,223 shares; 2025Q1: 38,928 shares; 2025Q2: 37,770 shares; 2025Q3: 499,275 shares; 2025Q4: 538,206 shares 538,206 $28.5M 0.32% +38,931 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,499 shares; 2024Q4: 443,561 shares; 2025Q1: 484,278 shares; 2025Q2: 542,214 shares; 2025Q3: 680,615 shares; 2025Q4: 817,694 shares 817,694 $28.3M 0.31% +137,079 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861,963 shares; 2024Q4: 1,985,824 shares; 2025Q1: 2,247,395 shares; 2025Q2: 1,017,515 shares; 2025Q3: 1,105,582 shares; 2025Q4: 1,192,956 shares 1,192,956 $28.2M 0.31% +87,374 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,385 shares; 2024Q4: 30,602 shares; 2025Q1: 36,378 shares; 2025Q2: 37,643 shares; 2025Q3: 38,059 shares; 2025Q4: 36,791 shares 36,791 $28.2M 0.31% -1,268 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,655 shares; 2024Q4: 157,678 shares; 2025Q1: 230,801 shares; 2025Q2: 231,729 shares; 2025Q3: 235,127 shares; 2025Q4: 224,022 shares 224,022 $28.2M 0.31% -11,105 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: 92,145 shares; 2024Q4: 96,780 shares; 2025Q1: 103,025 shares; 2025Q2: 104,833 shares; 2025Q3: 103,684 shares; 2025Q4: 91,277 shares 91,277 $27M 0.3% -12,407 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 19,717 shares; 2025Q1: 19,730 shares; 2025Q2: 187,705 shares; 2025Q3: 183,386 shares; 2025Q4: 193,953 shares 193,953 $27M 0.3% +10,567 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,903 shares; 2024Q4: 192,278 shares; 2025Q1: 309,594 shares; 2025Q2: 486,169 shares; 2025Q3: 598,370 shares; 2025Q4: 743,603 shares 743,603 $26.5M 0.29% +145,233 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: 13,463 shares; 2024Q4: 15,265 shares; 2025Q1: 14,900 shares; 2025Q2: 15,972 shares; 2025Q3: 23,775 shares; 2025Q4: 24,305 shares 24,305 $26.1M 0.29% +530 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762,735 shares; 2024Q4: 796,887 shares; 2025Q1: 673,066 shares; 2025Q2: 704,543 shares; 2025Q3: 750,056 shares; 2025Q4: 795,145 shares 795,145 $26M 0.29% +45,089 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,805 shares; 2024Q4: 419,832 shares; 2025Q1: 501,976 shares; 2025Q2: 517,912 shares; 2025Q3: 504,534 shares; 2025Q4: 477,281 shares 477,281 $25.7M 0.28% -27,253 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: 488,892 shares; 2024Q4: 502,811 shares; 2025Q1: 478,177 shares; 2025Q2: 502,705 shares; 2025Q3: 545,525 shares; 2025Q4: 556,244 shares 556,244 $25.6M 0.28% +10,719 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: 62,566 shares; 2024Q4: 68,097 shares; 2025Q1: 91,951 shares; 2025Q2: 87,299 shares; 2025Q3: 88,787 shares; 2025Q4: 175,955 shares 175,955 $25.3M 0.28% +87,168 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: 91,288 shares; 2024Q4: 96,138 shares; 2025Q1: 94,103 shares; 2025Q2: 94,122 shares; 2025Q3: 98,895 shares; 2025Q4: 89,787 shares 89,787 $24.4M 0.27% -9,108 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: 31,796 shares; 2024Q4: 33,632 shares; 2025Q1: 33,820 shares; 2025Q2: 40,614 shares; 2025Q3: 41,488 shares; 2025Q4: 42,356 shares 42,356 $24.3M 0.27% +868 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: 96,223 shares; 2024Q4: 84,257 shares; 2025Q1: 87,132 shares; 2025Q2: 131,671 shares; 2025Q3: 150,501 shares; 2025Q4: 236,209 shares 236,209 $23.6M 0.26% +85,708 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: 135,486 shares; 2025Q1: 157,309 shares; 2025Q2: 160,459 shares; 2025Q3: 173,266 shares; 2025Q4: 134,599 shares 134,599 $23M 0.26% -38,667 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,207 shares; 2024Q4: 141,056 shares; 2025Q1: 188,722 shares; 2025Q2: 265,893 shares; 2025Q3: 389,669 shares; 2025Q4: 646,639 shares 646,639 $22.8M 0.25% +256,970 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: 236,888 shares; 2024Q4: 240,471 shares; 2025Q1: 255,311 shares; 2025Q2: 244,706 shares; 2025Q3: 248,980 shares; 2025Q4: 237,354 shares 237,354 $22.8M 0.25% -11,626 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: 33,685 shares; 2024Q4: 34,555 shares; 2025Q1: 29,167 shares; 2025Q2: 27,729 shares; 2025Q3: 43,116 shares; 2025Q4: 43,915 shares 43,915 $22.1M 0.24% +799 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: 65,044 shares; 2024Q4: 62,737 shares; 2025Q1: 62,401 shares; 2025Q2: 65,973 shares; 2025Q3: 67,825 shares; 2025Q4: 64,764 shares 64,764 $21.7M 0.24% -3,061 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: 44,414 shares; 2024Q4: 46,335 shares; 2025Q1: 50,956 shares; 2025Q2: 71,019 shares; 2025Q3: 81,609 shares; 2025Q4: 81,708 shares 81,708 $21.6M 0.24% +99 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: 50,663 shares; 2024Q4: 54,417 shares; 2025Q1: 53,779 shares; 2025Q2: 57,595 shares; 2025Q3: 62,438 shares; 2025Q4: 64,933 shares 64,933 $21.3M 0.24% +2,495 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: 92,002 shares; 2024Q4: 93,080 shares; 2025Q1: 95,436 shares; 2025Q2: 88,313 shares; 2025Q3: 86,619 shares; 2025Q4: 85,960 shares 85,960 $21.2M 0.24% -659 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,432 shares; 2024Q4: 84,618 shares; 2025Q1: 79,603 shares; 2025Q2: 75,639 shares; 2025Q3: 79,751 shares; 2025Q4: 78,269 shares 78,269 $21.1M 0.23% -1,482 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: 506,839 shares; 2025Q2: 381,878 shares; 2025Q3: 333,024 shares; 2025Q4: 324,476 shares 324,476 $21M 0.23% -8,548 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: 112,590 shares; 2024Q4: 116,433 shares; 2025Q1: 83,824 shares; 2025Q2: 112,846 shares; 2025Q3: 115,904 shares; 2025Q4: 135,775 shares 135,775 $20.9M 0.23% +19,871 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,727 shares; 2024Q4: 221,797 shares; 2025Q1: 245,803 shares; 2025Q2: 245,724 shares; 2025Q3: 226,565 shares; 2025Q4: 280,899 shares 280,899 $20.8M 0.23% +54,334 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: 224,491 shares; 2024Q4: 227,264 shares; 2025Q1: 246,098 shares; 2025Q2: 251,485 shares; 2025Q3: 264,443 shares; 2025Q4: 276,920 shares 276,920 $20.4M 0.23% +12,477 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,906 shares; 2025Q2: 140,006 shares; 2025Q3: 379,053 shares; 2025Q4: 619,247 shares 619,247 $19.6M 0.22% +240,194 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: 53,199 shares; 2024Q4: 59,578 shares; 2025Q1: 61,698 shares; 2025Q2: 63,264 shares; 2025Q3: 65,524 shares; 2025Q4: 66,826 shares 66,826 $19.4M 0.21% +1,302 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: 147,259 shares; 2024Q4: 145,012 shares; 2025Q1: 128,698 shares; 2025Q2: 132,975 shares; 2025Q3: 132,198 shares; 2025Q4: 127,134 shares 127,134 $19.4M 0.21% -5,064 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 584,549 shares 584,549 $19.3M 0.21% new 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: 44,547 shares; 2024Q4: 47,285 shares; 2025Q1: 46,931 shares; 2025Q2: 43,658 shares; 2025Q3: 52,604 shares; 2025Q4: 57,842 shares 57,842 $19.1M 0.21% +5,238 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: 44,256 shares; 2024Q4: 46,802 shares; 2025Q1: 41,362 shares; 2025Q2: 43,255 shares; 2025Q3: 50,640 shares; 2025Q4: 39,337 shares 39,337 $19M 0.21% -11,303 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: 469,451 shares; 2024Q4: 544,666 shares; 2025Q1: 607,240 shares; 2025Q2: 684,433 shares; 2025Q3: 723,855 shares; 2025Q4: 752,932 shares 752,932 $18.2M 0.2% +29,077 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: 67,580 shares; 2024Q4: 68,415 shares; 2025Q1: 67,376 shares; 2025Q2: 68,460 shares; 2025Q3: 72,340 shares; 2025Q4: 74,055 shares 74,055 $17.9M 0.2% +1,715 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: 444,945 shares; 2024Q4: 521,283 shares; 2025Q1: 592,281 shares; 2025Q2: 673,159 shares; 2025Q3: 703,584 shares; 2025Q4: 730,315 shares 730,315 $17.7M 0.2% +26,731 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: 33,723 shares; 2024Q4: 34,584 shares; 2025Q1: 30,920 shares; 2025Q2: 34,564 shares; 2025Q3: 36,202 shares; 2025Q4: 34,366 shares 34,366 $17.6M 0.19% -1,836 Timeline FTCB 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: 40,181 shares; 2024Q4: 130,558 shares; 2025Q1: 285,756 shares; 2025Q2: 468,753 shares; 2025Q3: 574,550 shares; 2025Q4: 815,081 shares 815,081 $17.3M 0.19% +240,531 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,855 shares; 2024Q4: 571,373 shares; 2025Q1: 566,659 shares; 2025Q2: 714,877 shares; 2025Q3: 473,871 shares; 2025Q4: 203,436 shares 203,436 $17.2M 0.19% -270,435 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: 373,949 shares; 2024Q4: 389,421 shares; 2025Q1: 413,820 shares; 2025Q2: 506,366 shares; 2025Q3: 637,390 shares; 2025Q4: 675,760 shares 675,760 $17.2M 0.19% +38,370 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: 152,675 shares; 2024Q4: 156,186 shares; 2025Q1: 150,432 shares; 2025Q2: 150,078 shares; 2025Q3: 194,448 shares; 2025Q4: 192,629 shares 192,629 $16.8M 0.19% -1,819 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,400 shares; 2024Q4: 297,524 shares; 2025Q1: 475,255 shares; 2025Q2: 497,433 shares; 2025Q3: 534,188 shares; 2025Q4: 557,439 shares 557,439 $16.8M 0.19% +23,251 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,820 shares; 2024Q4: 176,169 shares; 2025Q1: 174,935 shares; 2025Q2: 164,881 shares; 2025Q3: 168,677 shares; 2025Q4: 135,209 shares 135,209 $16.6M 0.18% -33,468 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 21,609 shares; 2025Q1: 659,217 shares; 2025Q2: 664,024 shares; 2025Q3: 708,424 shares; 2025Q4: 751,654 shares 751,654 $16.5M 0.18% +43,230 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: 44,814 shares; 2024Q4: 43,776 shares; 2025Q1: 47,106 shares; 2025Q2: 71,517 shares; 2025Q3: 87,579 shares; 2025Q4: 101,779 shares 101,779 $16.3M 0.18% +14,200 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,347 shares; 2024Q4: 330,329 shares; 2025Q1: 381,141 shares; 2025Q2: 398,486 shares; 2025Q3: 456,835 shares; 2025Q4: 589,077 shares 589,077 $16.3M 0.18% +132,242 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: 52,217 shares; 2024Q4: 51,532 shares; 2025Q1: 49,014 shares; 2025Q2: 50,992 shares; 2025Q3: 51,451 shares; 2025Q4: 52,959 shares 52,959 $16M 0.18% +1,508 Timeline TDIV 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: 98,489 shares; 2024Q4: 107,541 shares; 2025Q1: 123,703 shares; 2025Q2: 132,965 shares; 2025Q3: 141,326 shares; 2025Q4: 164,765 shares 164,765 $16M 0.18% +23,439 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,807 shares; 2024Q4: 73,097 shares; 2025Q1: 71,599 shares; 2025Q2: 73,341 shares; 2025Q3: 72,561 shares; 2025Q4: 75,189 shares 75,189 $15.9M 0.18% +2,628 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: 17,606 shares; 2024Q4: 17,697 shares; 2025Q1: 17,962 shares; 2025Q2: 32,773 shares; 2025Q3: 49,512 shares; 2025Q4: 52,298 shares 52,298 $15.9M 0.18% +2,786 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: 32,380 shares; 2024Q4: 33,025 shares; 2025Q1: 25,912 shares; 2025Q2: 30,671 shares; 2025Q3: 33,001 shares; 2025Q4: 72,269 shares 72,269 $15.9M 0.18% +39,268 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,130 shares; 2024Q4: 89,390 shares; 2025Q1: 99,363 shares; 2025Q2: 101,996 shares; 2025Q3: 103,378 shares; 2025Q4: 97,516 shares 97,516 $15.8M 0.17% -5,862 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: not reported; 2024Q4: not reported; 2025Q1: 165,412 shares; 2025Q2: 187,330 shares; 2025Q3: 193,633 shares; 2025Q4: 196,458 shares 196,458 $15.8M 0.17% +2,825 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: 41,766 shares; 2024Q4: 42,994 shares; 2025Q1: 33,389 shares; 2025Q2: 35,661 shares; 2025Q3: 38,300 shares; 2025Q4: 35,008 shares 35,008 $15.7M 0.17% -3,292 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: 14,689 shares; 2024Q4: 14,453 shares; 2025Q1: 15,858 shares; 2025Q2: 24,502 shares; 2025Q3: 23,295 shares; 2025Q4: 24,506 shares 24,506 $15.4M 0.17% +1,211 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: 190,992 shares; 2024Q4: 201,527 shares; 2025Q1: 197,371 shares; 2025Q2: 203,579 shares; 2025Q3: 215,216 shares; 2025Q4: 222,886 shares 222,886 $15M 0.17% +7,670 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: 108,148 shares; 2024Q4: 105,329 shares; 2025Q1: 92,364 shares; 2025Q2: 113,448 shares; 2025Q3: 121,391 shares; 2025Q4: 264,612 shares 264,612 $14.6M 0.16% +143,221 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: 10,587 shares; 2024Q4: 11,324 shares; 2025Q1: 11,588 shares; 2025Q2: 13,641 shares; 2025Q3: 16,164 shares; 2025Q4: 146,736 shares 146,736 $13.8M 0.15% +130,572 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: 92,601 shares; 2024Q4: 92,319 shares; 2025Q1: 94,447 shares; 2025Q2: 97,942 shares; 2025Q3: 68,221 shares; 2025Q4: 70,280 shares 70,280 $13.7M 0.15% +2,059 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,059 shares; 2024Q4: 276,009 shares; 2025Q1: 254,941 shares; 2025Q2: 267,054 shares; 2025Q3: 302,782 shares; 2025Q4: 307,577 shares 307,577 $13.7M 0.15% +4,795 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: 37,685 shares; 2024Q4: 39,431 shares; 2025Q1: 33,326 shares; 2025Q2: 40,823 shares; 2025Q3: 49,452 shares; 2025Q4: 60,046 shares 60,046 $13.7M 0.15% +10,594 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: 286,198 shares; 2024Q4: 244,547 shares; 2025Q1: 122,805 shares; 2025Q2: 87,245 shares; 2025Q3: 83,536 shares; 2025Q4: 76,812 shares 76,812 $13.7M 0.15% -6,724 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 28,415 shares; 2025Q1: 44,399 shares; 2025Q2: 63,771 shares; 2025Q3: 81,239 shares; 2025Q4: 95,983 shares 95,983 $13.5M 0.15% +14,744 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: 41,177 shares; 2024Q4: 48,649 shares; 2025Q1: 54,363 shares; 2025Q2: 64,140 shares; 2025Q3: 66,117 shares; 2025Q4: 70,676 shares 70,676 $13.5M 0.15% +4,559 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,102 shares; 2024Q4: 18,402 shares; 2025Q1: 234,614 shares; 2025Q2: 294,682 shares; 2025Q3: 314,946 shares; 2025Q4: 299,523 shares 299,523 $13.5M 0.15% -15,423 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,339 shares; 2024Q4: 86,544 shares; 2025Q1: 97,800 shares; 2025Q2: 100,588 shares; 2025Q3: 102,167 shares; 2025Q4: 96,732 shares 96,732 $13.4M 0.15% -5,435 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: 80,803 shares; 2024Q4: 86,067 shares; 2025Q1: 63,061 shares; 2025Q2: 72,505 shares; 2025Q3: 72,553 shares; 2025Q4: 72,911 shares 72,911 $13.4M 0.15% +358 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,305 shares; 2024Q4: 766,581 shares; 2025Q1: 787,811 shares; 2025Q2: 693,069 shares; 2025Q3: 708,716 shares; 2025Q4: 691,936 shares 691,936 $13.2M 0.15% -16,780 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,212 shares; 2025Q3: 325,446 shares; 2025Q4: 172,674 shares 172,674 $13M 0.14% -152,772 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: 48,124 shares; 2024Q4: 46,280 shares; 2025Q1: 46,013 shares; 2025Q2: 22,690 shares; 2025Q3: 50,502 shares; 2025Q4: 50,352 shares 50,352 $13M 0.14% -150 Timeline VRP 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: 536,706 shares; 2024Q4: 564,043 shares; 2025Q1: 582,760 shares; 2025Q2: 530,289 shares; 2025Q3: 541,531 shares; 2025Q4: 532,415 shares 532,415 $13M 0.14% -9,116 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: 397,332 shares; 2024Q4: 423,321 shares; 2025Q1: 355,998 shares; 2025Q2: 351,351 shares; 2025Q3: 408,421 shares; 2025Q4: 467,434 shares 467,434 $12.8M 0.14% +59,013 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: 203,918 shares; 2024Q4: 205,891 shares; 2025Q1: 227,412 shares; 2025Q2: 235,457 shares; 2025Q3: 241,015 shares; 2025Q4: 225,737 shares 225,737 $12.7M 0.14% -15,278 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: 16,454 shares; 2024Q4: 23,036 shares; 2025Q1: 26,846 shares; 2025Q2: 27,564 shares; 2025Q3: 31,116 shares; 2025Q4: 56,640 shares 56,640 $12.4M 0.14% +25,524 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,037 shares; 2024Q4: 109,133 shares; 2025Q1: 105,886 shares; 2025Q2: 103,644 shares; 2025Q3: 109,614 shares; 2025Q4: 110,354 shares 110,354 $12.4M 0.14% +740 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: 43,015 shares; 2024Q4: 43,596 shares; 2025Q1: 39,743 shares; 2025Q2: 38,750 shares; 2025Q3: 38,467 shares; 2025Q4: 36,169 shares 36,169 $12.2M 0.13% -2,298 Timeline IBTP ISHARES TR More: 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: 23,098 shares; 2025Q3: 26,579 shares; 2025Q4: 467,890 shares 467,890 $12.1M 0.13% +441,311 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,755 shares; 2024Q4: 321,195 shares; 2025Q1: 342,263 shares; 2025Q2: 382,468 shares; 2025Q3: 406,001 shares; 2025Q4: 444,329 shares 444,329 $12M 0.13% +38,328 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,751 shares; 2024Q4: 26,892 shares; 2025Q1: 25,450 shares; 2025Q2: 25,023 shares; 2025Q3: 26,512 shares; 2025Q4: 28,167 shares 28,167 $12M 0.13% +1,655 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,529 shares; 2024Q4: 336,090 shares; 2025Q1: 354,604 shares; 2025Q2: 370,442 shares; 2025Q3: 398,292 shares; 2025Q4: 421,413 shares 421,413 $11.6M 0.13% +23,121 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,047 shares; 2024Q4: 249,128 shares; 2025Q1: 179,890 shares; 2025Q2: 191,600 shares; 2025Q3: 241,028 shares; 2025Q4: 337,374 shares 337,374 $11.6M 0.13% +96,346 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,618 shares; 2024Q4: 42,943 shares; 2025Q1: 46,097 shares; 2025Q2: 61,314 shares; 2025Q3: 63,089 shares; 2025Q4: 72,163 shares 72,163 $11.5M 0.13% +9,074 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,305 shares; 2024Q4: 47,461 shares; 2025Q1: 44,351 shares; 2025Q2: 42,838 shares; 2025Q3: 41,092 shares; 2025Q4: 36,572 shares 36,572 $11.4M 0.13% -4,520 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: 47,549 shares; 2024Q4: 35,531 shares; 2025Q1: 122,795 shares; 2025Q2: 80,250 shares; 2025Q3: 112,246 shares; 2025Q4: 124,385 shares 124,385 $11.4M 0.13% +12,139 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: 134,748 shares; 2024Q4: 130,901 shares; 2025Q1: 126,744 shares; 2025Q2: 126,196 shares; 2025Q3: 139,384 shares; 2025Q4: 147,491 shares 147,491 $11.4M 0.13% +8,107 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,665 shares; 2024Q4: 74,914 shares; 2025Q1: 35,843 shares; 2025Q2: 106,772 shares; 2025Q3: 122,628 shares; 2025Q4: 142,768 shares 142,768 $11.3M 0.13% +20,140 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: 36,539 shares; 2024Q4: 38,208 shares; 2025Q1: 21,509 shares; 2025Q2: 38,688 shares; 2025Q3: 45,026 shares; 2025Q4: 43,868 shares 43,868 $11.3M 0.12% -1,158 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: 29,744 shares; 2024Q4: 62,858 shares; 2025Q1: 43,922 shares; 2025Q2: 54,392 shares; 2025Q3: 59,225 shares; 2025Q4: 60,811 shares 60,811 $11.2M 0.12% +1,586 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,022 shares; 2024Q4: 197,680 shares; 2025Q1: 251,133 shares; 2025Q2: 306,485 shares; 2025Q3: 320,236 shares; 2025Q4: 290,696 shares 290,696 $11.1M 0.12% -29,540 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,328 shares; 2024Q4: 273,109 shares; 2025Q1: 315,435 shares; 2025Q2: 320,599 shares; 2025Q3: 385,664 shares; 2025Q4: 487,858 shares 487,858 $11M 0.12% +102,194 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,044 shares; 2024Q4: 62,892 shares; 2025Q1: 62,567 shares; 2025Q2: 63,272 shares; 2025Q3: 59,326 shares; 2025Q4: 55,973 shares 55,973 $10.7M 0.12% -3,353 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: 119,863 shares; 2024Q4: 114,837 shares; 2025Q1: 103,008 shares; 2025Q2: 94,320 shares; 2025Q3: 66,272 shares; 2025Q4: 74,551 shares 74,551 $10.7M 0.12% +8,279 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: 37,649 shares; 2024Q4: 39,144 shares; 2025Q1: 28,841 shares; 2025Q2: 29,166 shares; 2025Q3: 29,834 shares; 2025Q4: 28,700 shares 28,700 $10.6M 0.12% -1,134 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,669 shares; 2024Q4: 147,953 shares; 2025Q1: 161,452 shares; 2025Q2: 211,051 shares; 2025Q3: 190,358 shares; 2025Q4: 171,233 shares 171,233 $10.3M 0.11% -19,125 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 10,103 shares; 2025Q1: 9,540 shares; 2025Q2: 9,789 shares; 2025Q3: 13,234 shares; 2025Q4: 67,002 shares 67,002 $10.3M 0.11% +53,768 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: 31,406 shares; 2024Q4: 31,473 shares; 2025Q1: 16,706 shares; 2025Q2: 17,943 shares; 2025Q3: 20,520 shares; 2025Q4: 21,678 shares 21,678 $10.1M 0.11% +1,158 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 41,115 shares; 2025Q2: 96,264 shares; 2025Q3: 208,340 shares; 2025Q4: 349,600 shares 349,600 $10.1M 0.11% +141,260 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: 203,113 shares; 2024Q4: 226,011 shares; 2025Q1: 1,288,957 shares; 2025Q2: 304,611 shares; 2025Q3: 350,432 shares; 2025Q4: 454,157 shares 454,157 $10M 0.11% +103,725 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: 218,787 shares; 2024Q4: 213,476 shares; 2025Q1: 222,030 shares; 2025Q2: 202,463 shares; 2025Q3: 193,886 shares; 2025Q4: 185,923 shares 185,923 $10M 0.11% -7,963 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 230,426 shares; 2025Q1: 241,021 shares; 2025Q2: 193,706 shares; 2025Q3: 204,357 shares; 2025Q4: 199,697 shares 199,697 $9.9M 0.11% -4,660 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: 1,036,057 shares; 2024Q4: 1,257,084 shares; 2025Q1: 396,864 shares; 2025Q2: 408,578 shares; 2025Q3: 431,585 shares; 2025Q4: 421,036 shares 421,036 $9.85M 0.11% -10,549 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: 148,583 shares; 2024Q4: 160,105 shares; 2025Q1: 203,187 shares; 2025Q2: 178,161 shares; 2025Q3: 173,796 shares; 2025Q4: 178,267 shares 178,267 $9.76M 0.11% +4,471 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,349 shares; 2024Q4: 23,815 shares; 2025Q1: 24,710 shares; 2025Q2: 30,478 shares; 2025Q3: 31,382 shares; 2025Q4: 33,692 shares 33,692 $9.74M 0.11% +2,310 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: 215,459 shares; 2024Q4: 214,655 shares; 2025Q1: 74,880 shares; 2025Q2: 78,179 shares; 2025Q3: 97,188 shares; 2025Q4: 104,810 shares 104,810 $9.7M 0.11% +7,622 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,421 shares; 2024Q4: 77,775 shares; 2025Q1: 81,983 shares; 2025Q2: 77,376 shares; 2025Q3: 78,721 shares; 2025Q4: 81,969 shares 81,969 $9.65M 0.11% +3,248 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,048 shares; 2024Q4: 62,731 shares; 2025Q1: 61,824 shares; 2025Q2: 62,705 shares; 2025Q3: 66,467 shares; 2025Q4: 63,941 shares 63,941 $9.53M 0.11% -2,526 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: 63,747 shares; 2024Q4: 251,775 shares; 2025Q1: 250,894 shares; 2025Q2: 268,635 shares; 2025Q3: 291,346 shares; 2025Q4: 290,712 shares 290,712 $9.49M 0.1% -634 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,165 shares; 2024Q4: 145,312 shares; 2025Q1: 149,394 shares; 2025Q2: 154,392 shares; 2025Q3: 156,096 shares; 2025Q4: 156,852 shares 156,852 $9.47M 0.1% +756 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: 82,605 shares; 2024Q4: 83,348 shares; 2025Q1: 83,176 shares; 2025Q2: 82,357 shares; 2025Q3: 79,796 shares; 2025Q4: 85,490 shares 85,490 $9.43M 0.1% +5,694 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: 41,692 shares; 2024Q4: 69,529 shares; 2025Q1: 45,626 shares; 2025Q2: 48,778 shares; 2025Q3: 78,032 shares; 2025Q4: 79,891 shares 79,891 $9.36M 0.1% +1,859 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,339 shares; 2024Q4: 73,535 shares; 2025Q1: 115,816 shares; 2025Q2: 146,366 shares; 2025Q3: 208,349 shares; 2025Q4: 291,549 shares 291,549 $9.31M 0.1% +83,200 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: 3,250 shares; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 7,547 shares; 2025Q3: 8,456 shares; 2025Q4: 8,677 shares 8,677 $9.29M 0.1% +221 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,318 shares; 2025Q1: 1,467 shares; 2025Q2: 1,736 shares; 2025Q3: 2,435 shares; 2025Q4: 2,670 shares 2,670 $9.06M 0.1% +235 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,758 shares; 2024Q4: 103,757 shares; 2025Q1: 118,476 shares; 2025Q2: 124,945 shares; 2025Q3: 139,188 shares; 2025Q4: 46,643 shares 46,643 $9.05M 0.1% -92,545 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: 142,264 shares; 2024Q4: 147,982 shares; 2025Q1: 148,350 shares; 2025Q2: 154,781 shares; 2025Q3: 167,051 shares; 2025Q4: 168,719 shares 168,719 $9M 0.1% +1,668 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 20,582 shares; 2025Q1: 23,018 shares; 2025Q2: 23,425 shares; 2025Q3: 23,229 shares; 2025Q4: 111,381 shares 111,381 $8.99M 0.1% +88,152 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,607 shares; 2024Q4: 19,272 shares; 2025Q1: 18,654 shares; 2025Q2: 18,831 shares; 2025Q3: 18,607 shares; 2025Q4: 142,054 shares 142,054 $8.94M 0.1% +123,447 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,362 shares; 2024Q4: 38,540 shares; 2025Q1: 38,215 shares; 2025Q2: 40,826 shares; 2025Q3: 45,480 shares; 2025Q4: 42,895 shares 42,895 $8.93M 0.1% -2,585 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,279 shares; 2024Q4: 42,921 shares; 2025Q1: 45,513 shares; 2025Q2: 49,525 shares; 2025Q3: 54,186 shares; 2025Q4: 57,528 shares 57,528 $8.9M 0.1% +3,342 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,015 shares; 2024Q4: 85,921 shares; 2025Q1: 72,613 shares; 2025Q2: 68,984 shares; 2025Q3: 72,721 shares; 2025Q4: 73,979 shares 73,979 $8.89M 0.1% +1,258 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,652 shares; 2024Q4: 29,534 shares; 2025Q1: 35,452 shares; 2025Q2: 28,478 shares; 2025Q3: 26,161 shares; 2025Q4: 57,214 shares 57,214 $8.86M 0.1% +31,053 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,783 shares; 2025Q1: 2,322 shares; 2025Q2: 58,109 shares; 2025Q3: 65,193 shares; 2025Q4: 74,967 shares 74,967 $8.79M 0.1% +9,774 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: 118,258 shares; 2024Q4: 115,241 shares; 2025Q1: 115,275 shares; 2025Q2: 115,143 shares; 2025Q3: 114,470 shares; 2025Q4: 102,530 shares 102,530 $8.63M 0.1% -11,940 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: 48,029 shares; 2024Q4: 34,911 shares; 2025Q1: 27,195 shares; 2025Q2: 33,421 shares; 2025Q3: 42,601 shares; 2025Q4: 40,311 shares 40,311 $8.63M 0.1% -2,290 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: 78,365 shares; 2024Q4: 78,183 shares; 2025Q1: 73,016 shares; 2025Q2: 71,487 shares; 2025Q3: 70,664 shares; 2025Q4: 62,369 shares 62,369 $8.52M 0.09% -8,295 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,917 shares; 2024Q4: 198,083 shares; 2025Q1: 209,406 shares; 2025Q2: 224,622 shares; 2025Q3: 259,788 shares; 2025Q4: 173,112 shares 173,112 $8.52M 0.09% -86,676 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,277 shares; 2024Q4: 34,703 shares; 2025Q1: 32,475 shares; 2025Q2: 29,875 shares; 2025Q3: 32,249 shares; 2025Q4: 33,209 shares 33,209 $8.34M 0.09% +960 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: 131,817 shares; 2024Q4: 128,577 shares; 2025Q1: 100,232 shares; 2025Q2: 121,401 shares; 2025Q3: 146,280 shares; 2025Q4: 188,121 shares 188,121 $8.34M 0.09% +41,841 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 41,962 shares; 2025Q1: 2,871 shares; 2025Q2: 35,311 shares; 2025Q3: 77,315 shares; 2025Q4: 82,629 shares 82,629 $8.25M 0.09% +5,314 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,434 shares; 2024Q4: 123,384 shares; 2025Q1: 123,971 shares; 2025Q2: 128,810 shares; 2025Q3: 129,576 shares; 2025Q4: 130,550 shares 130,550 $8.25M 0.09% +974 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,157 shares; 2024Q4: 106,014 shares; 2025Q1: 100,301 shares; 2025Q2: 103,106 shares; 2025Q3: 107,318 shares; 2025Q4: 103,402 shares 103,402 $8.17M 0.09% -3,916 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,132 shares; 2024Q4: 40,943 shares; 2025Q1: 65,224 shares; 2025Q2: 80,780 shares; 2025Q3: 83,936 shares; 2025Q4: 94,302 shares 94,302 $8.13M 0.09% +10,366 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: 3,569 shares; 2024Q4: 6,473 shares; 2025Q1: 8,119 shares; 2025Q2: 12,592 shares; 2025Q3: 14,090 shares; 2025Q4: 16,589 shares 16,589 $8.1M 0.09% +2,499 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,184 shares; 2024Q4: 166,864 shares; 2025Q1: 174,299 shares; 2025Q2: 226,671 shares; 2025Q3: 296,795 shares; 2025Q4: 293,757 shares 293,757 $8.04M 0.09% -3,038 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,186 shares; 2024Q4: 42,827 shares; 2025Q1: 39,157 shares; 2025Q2: 37,368 shares; 2025Q3: 38,663 shares; 2025Q4: 39,487 shares 39,487 $8.01M 0.09% +824 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,261 shares; 2024Q4: 79,835 shares; 2025Q1: 80,964 shares; 2025Q2: 85,748 shares; 2025Q3: 85,280 shares; 2025Q4: 78,302 shares 78,302 $7.9M 0.09% -6,978 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: 141,623 shares; 2024Q4: 138,728 shares; 2025Q1: 131,604 shares; 2025Q2: 125,733 shares; 2025Q3: 126,468 shares; 2025Q4: 112,328 shares 112,328 $7.88M 0.09% -14,140 Timeline SCHR 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: 104,238 shares; 2024Q4: 242,934 shares; 2025Q1: 283,321 shares; 2025Q2: 260,893 shares; 2025Q3: 284,466 shares; 2025Q4: 312,610 shares 312,610 $7.84M 0.09% +28,144 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: 58,776 shares; 2024Q4: 66,217 shares; 2025Q1: 71,884 shares; 2025Q2: 76,975 shares; 2025Q3: 84,601 shares; 2025Q4: 89,650 shares 89,650 $7.84M 0.09% +5,049 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,469 shares; 2024Q4: 33,042 shares; 2025Q1: 33,177 shares; 2025Q2: 29,348 shares; 2025Q3: 32,589 shares; 2025Q4: 65,202 shares 65,202 $7.79M 0.09% +32,613 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,529 shares; 2024Q4: 27,569 shares; 2025Q1: 22,627 shares; 2025Q2: 23,472 shares; 2025Q3: 25,920 shares; 2025Q4: 33,653 shares 33,653 $7.78M 0.09% +7,733 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 21,523 shares; 2025Q1: 23,523 shares; 2025Q2: 23,111 shares; 2025Q3: 24,713 shares; 2025Q4: 24,878 shares 24,878 $7.78M 0.09% +165 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: 15,403 shares; 2024Q4: 18,111 shares; 2025Q1: 20,865 shares; 2025Q2: 23,459 shares; 2025Q3: 24,773 shares; 2025Q4: 25,227 shares 25,227 $7.77M 0.09% +454 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: 7,585 shares; 2024Q4: 8,020 shares; 2025Q1: 6,597 shares; 2025Q2: 7,094 shares; 2025Q3: 7,041 shares; 2025Q4: 8,714 shares 8,714 $7.66M 0.08% +1,673 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,098 shares; 2024Q4: 95,058 shares; 2025Q1: 103,200 shares; 2025Q2: 120,846 shares; 2025Q3: 127,499 shares; 2025Q4: 127,204 shares 127,204 $7.65M 0.08% -295 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,147 shares; 2024Q4: 36,360 shares; 2025Q1: 31,134 shares; 2025Q2: 32,822 shares; 2025Q3: 35,483 shares; 2025Q4: 37,057 shares 37,057 $7.64M 0.08% +1,574 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,613 shares; 2024Q4: 36,043 shares; 2025Q1: 33,916 shares; 2025Q2: 32,441 shares; 2025Q3: 31,519 shares; 2025Q4: 28,106 shares 28,106 $7.38M 0.08% -3,413 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,295 shares; 2024Q4: 182,079 shares; 2025Q1: 169,472 shares; 2025Q2: 174,212 shares; 2025Q3: 179,596 shares; 2025Q4: 92,366 shares 92,366 $7.38M 0.08% -87,230 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: 56,133 shares; 2024Q4: 28,804 shares; 2025Q1: 57,562 shares; 2025Q2: 21,572 shares; 2025Q3: 76,859 shares; 2025Q4: 77,169 shares 77,169 $7.35M 0.08% +310 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: 14,088 shares; 2024Q4: 14,372 shares; 2025Q1: 11,709 shares; 2025Q2: 11,668 shares; 2025Q3: 12,440 shares; 2025Q4: 12,594 shares 12,594 $7.3M 0.08% +154 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,000 shares; 2024Q4: 75,576 shares; 2025Q1: 74,313 shares; 2025Q2: 72,867 shares; 2025Q3: 72,300 shares; 2025Q4: 69,153 shares 69,153 $7.2M 0.08% -3,147 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,524 shares; 2024Q4: 43,182 shares; 2025Q1: 41,472 shares; 2025Q2: 43,941 shares; 2025Q3: 45,664 shares; 2025Q4: 44,516 shares 44,516 $7.17M 0.08% -1,148 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,772 shares 7,772 $7.04M 0.08% new 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: 38,293 shares; 2025Q1: 4,751 shares; 2025Q2: 5,221 shares; 2025Q3: 5,933 shares; 2025Q4: 6,571 shares 6,571 $7.04M 0.08% +638 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,146 shares; 2024Q4: 116,050 shares; 2025Q1: 112,309 shares; 2025Q2: 112,608 shares; 2025Q3: 125,634 shares; 2025Q4: 109,886 shares 109,886 $7M 0.08% -15,748 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 73,160 shares; 2025Q1: 76,397 shares; 2025Q2: 100,152 shares; 2025Q3: 275,604 shares; 2025Q4: 274,055 shares 274,055 $6.98M 0.08% -1,549 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: 31,180 shares; 2024Q4: 34,216 shares; 2025Q1: 37,468 shares; 2025Q2: 42,471 shares; 2025Q3: 45,288 shares; 2025Q4: 48,380 shares 48,380 $6.94M 0.08% +3,092 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,013 shares; 2024Q4: 111,792 shares; 2025Q1: 93,825 shares; 2025Q2: 90,487 shares; 2025Q3: 88,157 shares; 2025Q4: 77,374 shares 77,374 $6.86M 0.08% -10,783 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,506 shares; 2024Q4: 34,068 shares; 2025Q1: 47,352 shares; 2025Q2: 62,298 shares; 2025Q3: 90,847 shares; 2025Q4: 83,286 shares 83,286 $6.8M 0.08% -7,561 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,097 shares; 2024Q4: 94,488 shares; 2025Q1: 133,413 shares; 2025Q2: 178,145 shares; 2025Q3: 221,117 shares; 2025Q4: 318,846 shares 318,846 $6.76M 0.07% +97,729 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,784 shares; 2024Q4: 79,064 shares; 2025Q1: 89,768 shares; 2025Q2: 106,401 shares; 2025Q3: 108,503 shares; 2025Q4: 134,804 shares 134,804 $6.74M 0.07% +26,301 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,589 shares; 2025Q1: 4,017 shares; 2025Q2: 10,859 shares; 2025Q3: 11,453 shares; 2025Q4: 13,100 shares 13,100 $6.69M 0.07% +1,647 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: 89,475 shares; 2024Q4: 91,233 shares; 2025Q1: 98,835 shares; 2025Q2: 30,583 shares; 2025Q3: 40,789 shares; 2025Q4: 36,557 shares 36,557 $6.65M 0.07% -4,232 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: 92,874 shares; 2024Q4: 99,146 shares; 2025Q1: 70,974 shares; 2025Q2: 75,240 shares; 2025Q3: 73,732 shares; 2025Q4: 155,244 shares 155,244 $6.63M 0.07% +81,512 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,570 shares; 2024Q4: 22,216 shares; 2025Q1: 22,598 shares; 2025Q2: 23,364 shares; 2025Q3: 27,875 shares; 2025Q4: 35,293 shares 35,293 $6.55M 0.07% +7,418 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,039 shares; 2024Q4: 45,000 shares; 2025Q1: 44,844 shares; 2025Q2: 47,250 shares; 2025Q3: 48,979 shares; 2025Q4: 49,380 shares 49,380 $6.54M 0.07% +401 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,791 shares; 2024Q4: 104,392 shares; 2025Q1: 68,921 shares; 2025Q2: 69,713 shares; 2025Q3: 104,986 shares; 2025Q4: 107,252 shares 107,252 $6.45M 0.07% +2,266 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: 121,927 shares; 2024Q4: 114,360 shares; 2025Q1: 118,438 shares; 2025Q2: 132,587 shares; 2025Q3: 136,985 shares; 2025Q4: 142,253 shares 142,253 $6.43M 0.07% +5,268 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 2,888 shares; 2025Q1: 2,998 shares; 2025Q2: 51,970 shares; 2025Q3: 67,527 shares; 2025Q4: 70,342 shares 70,342 $6.42M 0.07% +2,815 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,710 shares; 2024Q4: 117,857 shares; 2025Q1: 112,007 shares; 2025Q2: 87,678 shares; 2025Q3: 89,925 shares; 2025Q4: 89,291 shares 89,291 $6.38M 0.07% -634 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,079 shares; 2024Q4: 154,395 shares; 2025Q1: 199,436 shares; 2025Q2: 243,042 shares; 2025Q3: 244,938 shares; 2025Q4: 135,612 shares 135,612 $6.38M 0.07% -109,326 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: 22,296 shares; 2024Q4: 30,252 shares; 2025Q1: 27,106 shares; 2025Q2: 30,653 shares; 2025Q3: 33,036 shares; 2025Q4: 32,597 shares 32,597 $6.36M 0.07% -439 Timeline FBT 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: 21,201 shares; 2024Q4: 23,087 shares; 2025Q1: 20,504 shares; 2025Q2: 28,808 shares; 2025Q3: 31,611 shares; 2025Q4: 30,480 shares 30,480 $6.3M 0.07% -1,131 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,024 shares; 2024Q4: 35,283 shares; 2025Q1: 32,400 shares; 2025Q2: 31,361 shares; 2025Q3: 30,456 shares; 2025Q4: 26,091 shares 26,091 $6.29M 0.07% -4,365 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,466 shares; 2024Q4: 266,105 shares; 2025Q1: 266,242 shares; 2025Q2: 230,054 shares; 2025Q3: 278,192 shares; 2025Q4: 287,986 shares 287,986 $6.23M 0.07% +9,794 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: 80,594 shares; 2024Q4: 81,409 shares; 2025Q1: 78,065 shares; 2025Q2: 73,533 shares; 2025Q3: 69,808 shares; 2025Q4: 60,734 shares 60,734 $6.22M 0.07% -9,074 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,235 shares; 2024Q4: 115,907 shares; 2025Q1: 116,317 shares; 2025Q2: 112,044 shares; 2025Q3: 113,455 shares; 2025Q4: 115,206 shares 115,206 $6.21M 0.07% +1,751 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,035 shares; 2024Q4: 73,925 shares; 2025Q1: 78,693 shares; 2025Q2: 78,434 shares; 2025Q3: 77,344 shares; 2025Q4: 76,823 shares 76,823 $6.21M 0.07% -521 Timeline FTGS 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: 54,363 shares; 2024Q4: 113,520 shares; 2025Q1: 108,189 shares; 2025Q2: 165,244 shares; 2025Q3: 151,312 shares; 2025Q4: 174,180 shares 174,180 $6.16M 0.07% +22,868 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,079 shares; 2024Q4: 155,004 shares; 2025Q1: 145,418 shares; 2025Q2: 141,727 shares; 2025Q3: 148,310 shares; 2025Q4: 132,879 shares 132,879 $6.13M 0.07% -15,431 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,006 shares; 2024Q4: 73,232 shares; 2025Q1: 19,575 shares; 2025Q2: 15,512 shares; 2025Q3: 65,982 shares; 2025Q4: 66,122 shares 66,122 $6.11M 0.07% +140 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,148 shares; 2024Q4: 107,928 shares; 2025Q1: 111,047 shares; 2025Q2: 113,856 shares; 2025Q3: 120,758 shares; 2025Q4: 127,296 shares 127,296 $6.11M 0.07% +6,538 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,324 shares; 2024Q4: 29,550 shares; 2025Q1: 31,418 shares; 2025Q2: 36,076 shares; 2025Q3: 44,374 shares; 2025Q4: 33,741 shares 33,741 $6.08M 0.07% -10,633 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,930 shares; 2024Q4: 117,757 shares; 2025Q1: 109,962 shares; 2025Q2: 108,377 shares; 2025Q3: 105,727 shares; 2025Q4: 95,182 shares 95,182 $6.04M 0.07% -10,545 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: 93,563 shares; 2024Q4: 89,237 shares; 2025Q1: 85,291 shares; 2025Q2: 73,294 shares; 2025Q3: 76,707 shares; 2025Q4: 86,396 shares 86,396 $6.04M 0.07% +9,689 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,944 shares; 2024Q4: 43,469 shares; 2025Q1: 38,611 shares; 2025Q2: 39,246 shares; 2025Q3: 38,726 shares; 2025Q4: 38,864 shares 38,864 $6.03M 0.07% +138 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,536 shares; 2024Q4: 90,316 shares; 2025Q1: 90,451 shares; 2025Q2: 100,592 shares; 2025Q3: 112,667 shares; 2025Q4: 118,065 shares 118,065 $5.94M 0.07% +5,398 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,387 shares; 2024Q4: 72,789 shares; 2025Q1: 82,160 shares; 2025Q2: 79,068 shares; 2025Q3: 101,087 shares; 2025Q4: 87,848 shares 87,848 $5.88M 0.07% -13,239 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 12,913 shares; 2025Q1: 5,388 shares; 2025Q2: 8,319 shares; 2025Q3: 9,712 shares; 2025Q4: 10,214 shares 10,214 $5.79M 0.06% +502 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,405 shares; 2024Q4: 64,114 shares; 2025Q1: 14,655 shares; 2025Q2: 15,721 shares; 2025Q3: 51,659 shares; 2025Q4: 49,959 shares 49,959 $5.76M 0.06% -1,700 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,780 shares; 2024Q4: 36,065 shares; 2025Q1: 41,072 shares; 2025Q2: 48,675 shares; 2025Q3: 61,804 shares; 2025Q4: 67,351 shares 67,351 $5.71M 0.06% +5,547 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,597 shares; 2024Q4: 98,268 shares; 2025Q1: 99,720 shares; 2025Q2: 106,968 shares; 2025Q3: 104,220 shares; 2025Q4: 101,946 shares 101,946 $5.69M 0.06% -2,274 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,239 shares; 2024Q4: 86,466 shares; 2025Q1: 104,304 shares; 2025Q2: 120,950 shares; 2025Q3: 127,403 shares; 2025Q4: 98,575 shares 98,575 $5.64M 0.06% -28,828 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 23,577 shares; 2025Q1: 20,040 shares; 2025Q2: 83,618 shares; 2025Q3: 83,237 shares; 2025Q4: 78,628 shares 78,628 $5.64M 0.06% -4,609 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: 1,361 shares; 2024Q4: 1,499 shares; 2025Q1: 1,377 shares; 2025Q2: 3,433 shares; 2025Q3: 4,290 shares; 2025Q4: 4,621 shares 4,621 $5.62M 0.06% +331 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,059 shares; 2024Q4: 28,872 shares; 2025Q1: 38,141 shares; 2025Q2: 53,779 shares; 2025Q3: 65,131 shares; 2025Q4: 77,913 shares 77,913 $5.53M 0.06% +12,782 Timeline FMF 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: 17,253 shares; 2024Q4: 29,783 shares; 2025Q1: 47,163 shares; 2025Q2: 70,037 shares; 2025Q3: 83,924 shares; 2025Q4: 116,904 shares 116,904 $5.5M 0.06% +32,980 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,839 shares; 2024Q4: 139,077 shares; 2025Q1: 157,046 shares; 2025Q2: 145,255 shares; 2025Q3: 184,816 shares; 2025Q4: 211,031 shares 211,031 $5.49M 0.06% +26,215 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: 39,954 shares; 2024Q4: 38,823 shares; 2025Q1: 41,823 shares; 2025Q2: 68,609 shares; 2025Q3: 65,647 shares; 2025Q4: 62,637 shares 62,637 $5.48M 0.06% -3,010 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,871 shares; 2024Q4: 56,075 shares; 2025Q1: 54,992 shares; 2025Q2: 64,635 shares; 2025Q3: 65,572 shares; 2025Q4: 59,364 shares 59,364 $5.46M 0.06% -6,208 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: 43,072 shares; 2024Q4: 46,804 shares; 2025Q1: 35,328 shares; 2025Q2: 36,059 shares; 2025Q3: 38,406 shares; 2025Q4: 41,055 shares 41,055 $5.45M 0.06% +2,649 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,491 shares; 2024Q4: 47,774 shares; 2025Q1: 39,474 shares; 2025Q2: 40,403 shares; 2025Q3: 43,393 shares; 2025Q4: 41,551 shares 41,551 $5.41M 0.06% -1,842 Timeline TCHP 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: 107,355 shares; 2024Q4: 97,608 shares; 2025Q1: 100,751 shares; 2025Q2: 119,614 shares; 2025Q3: 110,339 shares; 2025Q4: 108,171 shares 108,171 $5.39M 0.06% -2,168 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,830 shares; 2024Q4: 83,336 shares; 2025Q1: 78,188 shares; 2025Q2: 75,490 shares; 2025Q3: 73,954 shares; 2025Q4: 65,787 shares 65,787 $5.39M 0.06% -8,167 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: 6,929 shares; 2024Q4: 6,789 shares; 2025Q1: 9,201 shares; 2025Q2: 19,388 shares; 2025Q3: 20,651 shares; 2025Q4: 22,027 shares 22,027 $5.34M 0.06% +1,376 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 27,154 shares; 2025Q1: 25,944 shares; 2025Q2: 25,422 shares; 2025Q3: 24,854 shares; 2025Q4: 22,077 shares 22,077 $5.31M 0.06% -2,777 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,483 shares; 2024Q4: 140,879 shares; 2025Q1: 150,166 shares; 2025Q2: 157,011 shares; 2025Q3: 168,424 shares; 2025Q4: 172,975 shares 172,975 $5.3M 0.06% +4,551 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,043 shares; 2024Q4: 16,925 shares; 2025Q1: 15,846 shares; 2025Q2: 19,469 shares; 2025Q3: 24,763 shares; 2025Q4: 25,073 shares 25,073 $5.23M 0.06% +310 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 13,514 shares; 2025Q1: 15,431 shares; 2025Q2: 14,813 shares; 2025Q3: 16,483 shares; 2025Q4: 17,438 shares 17,438 $5.12M 0.06% +955 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: 10,171 shares; 2024Q4: 13,613 shares; 2025Q1: 15,173 shares; 2025Q2: 16,276 shares; 2025Q3: 15,200 shares; 2025Q4: 16,050 shares 16,050 $5.11M 0.06% +850 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: 107,049 shares; 2024Q4: 128,072 shares; 2025Q1: 140,139 shares; 2025Q2: 172,489 shares; 2025Q3: 197,417 shares; 2025Q4: 263,051 shares 263,051 $5.05M 0.06% +65,634 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: 9,176 shares; 2024Q4: 9,189 shares; 2025Q1: 8,790 shares; 2025Q2: 31,032 shares; 2025Q3: 32,475 shares; 2025Q4: 40,919 shares 40,919 $5.04M 0.06% +8,444 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 7,379 shares; 2025Q1: 8,206 shares; 2025Q2: 9,634 shares; 2025Q3: 10,496 shares; 2025Q4: 11,093 shares 11,093 $5.03M 0.06% +597 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,469 shares; 2024Q4: 38,043 shares; 2025Q1: 61,378 shares; 2025Q2: 76,292 shares; 2025Q3: 125,647 shares; 2025Q4: 189,658 shares 189,658 $5.03M 0.06% +64,011 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,272 shares; 2024Q4: 74,459 shares; 2025Q1: 73,752 shares; 2025Q2: 21,001 shares; 2025Q3: 21,649 shares; 2025Q4: 21,833 shares 21,833 $5.03M 0.06% +184 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,239 shares; 2024Q4: 166,842 shares; 2025Q1: 183,871 shares; 2025Q2: 107,694 shares; 2025Q3: 162,763 shares; 2025Q4: 201,155 shares 201,155 $5.02M 0.06% +38,392 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: 22,872 shares; 2024Q4: 25,658 shares; 2025Q1: 25,380 shares; 2025Q2: 26,110 shares; 2025Q3: 26,615 shares; 2025Q4: 28,220 shares 28,220 $5.01M 0.06% +1,605 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: 34,003 shares; 2024Q4: 31,700 shares; 2025Q1: 31,287 shares; 2025Q2: 62,915 shares; 2025Q3: 39,635 shares; 2025Q4: 46,595 shares 46,595 $4.99M 0.06% +6,960 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: 10,669 shares; 2025Q1: 22,102 shares; 2025Q2: 49,453 shares; 2025Q3: 64,321 shares; 2025Q4: 74,012 shares 74,012 $4.97M 0.06% +9,691 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,111 shares; 2024Q4: 61,977 shares; 2025Q1: 71,675 shares; 2025Q2: 82,028 shares; 2025Q3: 82,782 shares; 2025Q4: 85,280 shares 85,280 $4.96M 0.05% +2,498 Timeline FTXL 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: 150,656 shares; 2024Q4: 63,071 shares; 2025Q1: 59,359 shares; 2025Q2: 29,124 shares; 2025Q3: 26,366 shares; 2025Q4: 38,221 shares 38,221 $4.95M 0.05% +11,855 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: 179,344 shares; 2024Q4: 181,410 shares; 2025Q1: 56,297 shares; 2025Q2: 55,003 shares; 2025Q3: 53,139 shares; 2025Q4: 110,284 shares 110,284 $4.93M 0.05% +57,145 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,005 shares; 2024Q4: 73,689 shares; 2025Q1: 72,775 shares; 2025Q2: 71,400 shares; 2025Q3: 71,006 shares; 2025Q4: 62,618 shares 62,618 $4.93M 0.05% -8,388 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: 29,222 shares; 2024Q4: 29,958 shares; 2025Q1: 29,547 shares; 2025Q2: 32,412 shares; 2025Q3: 42,613 shares; 2025Q4: 43,174 shares 43,174 $4.91M 0.05% +561 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,077 shares; 2024Q4: 45,304 shares; 2025Q1: 47,015 shares; 2025Q2: 49,358 shares; 2025Q3: 54,293 shares; 2025Q4: 69,901 shares 69,901 $4.85M 0.05% +15,608 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,769 shares; 2025Q1: 7,757 shares; 2025Q2: 15,619 shares; 2025Q3: 15,505 shares; 2025Q4: 16,850 shares 16,850 $4.81M 0.05% +1,345 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,451 shares; 2024Q4: 26,843 shares; 2025Q1: 32,013 shares; 2025Q2: 38,663 shares; 2025Q3: 68,611 shares; 2025Q4: 88,822 shares 88,822 $4.78M 0.05% +20,211 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: 119,227 shares; 2024Q4: 115,328 shares; 2025Q1: 105,273 shares; 2025Q2: 106,351 shares; 2025Q3: 105,595 shares; 2025Q4: 105,023 shares 105,023 $4.77M 0.05% -572 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 21,766 shares; 2025Q1: 21,643 shares; 2025Q2: 33,177 shares; 2025Q3: 33,937 shares; 2025Q4: 34,289 shares 34,289 $4.75M 0.05% +352 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,520 shares; 2024Q4: 160,036 shares; 2025Q1: 141,032 shares; 2025Q2: 218,142 shares; 2025Q3: 211,500 shares; 2025Q4: 181,093 shares 181,093 $4.72M 0.05% -30,407 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,677 shares; 2024Q4: 199,266 shares; 2025Q1: 205,012 shares; 2025Q2: 211,976 shares; 2025Q3: 214,689 shares; 2025Q4: 215,726 shares 215,726 $4.69M 0.05% +1,037 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 11,009 shares; 2025Q1: 8,821 shares; 2025Q2: 14,655 shares; 2025Q3: 14,887 shares; 2025Q4: 15,509 shares 15,509 $4.67M 0.05% +622 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,641 shares; 2024Q4: 22,827 shares; 2025Q1: 25,094 shares; 2025Q2: 27,209 shares; 2025Q3: 30,859 shares; 2025Q4: 36,012 shares 36,012 $4.6M 0.05% +5,153 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,368 shares; 2024Q4: 63,894 shares; 2025Q1: 60,688 shares; 2025Q2: 49,968 shares; 2025Q3: 49,827 shares; 2025Q4: 45,263 shares 45,263 $4.56M 0.05% -4,564 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 19,423 shares; 2025Q1: 16,669 shares; 2025Q2: 22,474 shares; 2025Q3: 25,890 shares; 2025Q4: 31,358 shares 31,358 $4.51M 0.05% +5,468 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: 176,218 shares; 2024Q4: 182,200 shares; 2025Q1: 190,484 shares; 2025Q2: 180,505 shares; 2025Q3: 188,681 shares; 2025Q4: 175,495 shares 175,495 $4.48M 0.05% -13,186 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,650 shares; 2025Q1: 23,557 shares; 2025Q2: 27,815 shares; 2025Q3: 33,242 shares; 2025Q4: 34,189 shares 34,189 $4.48M 0.05% +947 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,712 shares; 2025Q1: 4,750 shares; 2025Q2: 4,846 shares; 2025Q3: 5,266 shares; 2025Q4: 5,530 shares 5,530 $4.48M 0.05% +264 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,720 shares; 2024Q4: 14,500 shares; 2025Q1: 15,495 shares; 2025Q2: 54,673 shares; 2025Q3: 69,031 shares; 2025Q4: 79,007 shares 79,007 $4.47M 0.05% +9,976 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,624 shares; 2024Q4: 79,482 shares; 2025Q1: 79,671 shares; 2025Q2: 77,446 shares; 2025Q3: 76,203 shares; 2025Q4: 74,626 shares 74,626 $4.47M 0.05% -1,577 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,327 shares; 2024Q4: 158,174 shares; 2025Q1: 166,648 shares; 2025Q2: 176,136 shares; 2025Q3: 184,328 shares; 2025Q4: 171,093 shares 171,093 $4.47M 0.05% -13,235 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: 188,558 shares; 2024Q4: 195,761 shares; 2025Q1: 205,149 shares; 2025Q2: 217,558 shares; 2025Q3: 227,368 shares; 2025Q4: 211,196 shares 211,196 $4.47M 0.05% -16,172 Timeline IBDZ ISHARES TR More: 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: 152,472 shares; 2025Q1: 183,791 shares; 2025Q2: 174,169 shares; 2025Q3: 182,207 shares; 2025Q4: 169,217 shares 169,217 $4.46M 0.05% -12,990 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 4,119 shares; 2025Q1: 4,117 shares; 2025Q2: 6,309 shares; 2025Q3: 8,303 shares; 2025Q4: 9,359 shares 9,359 $4.39M 0.05% +1,056 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,208 shares; 2025Q1: 67,320 shares; 2025Q2: 81,490 shares; 2025Q3: 91,925 shares; 2025Q4: 111,434 shares 111,434 $4.36M 0.05% +19,509 Timeline MISL 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: 31,212 shares; 2024Q4: 30,040 shares; 2025Q1: 42,860 shares; 2025Q2: 55,810 shares; 2025Q3: 51,330 shares; 2025Q4: 101,846 shares 101,846 $4.36M 0.05% +50,516 Timeline IBCA ISHARES TR More: 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: 167,625 shares 167,625 $4.35M 0.05% new 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: 53,434 shares; 2024Q4: 53,004 shares; 2025Q1: 54,432 shares; 2025Q2: 55,004 shares; 2025Q3: 68,375 shares; 2025Q4: 71,389 shares 71,389 $4.34M 0.05% +3,014 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,125 shares; 2025Q4: 55,091 shares 55,091 $4.29M 0.05% -3,034 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,500 shares; 2024Q4: 62,953 shares; 2025Q1: 13,265 shares; 2025Q2: 12,907 shares; 2025Q3: 61,861 shares; 2025Q4: 61,268 shares 61,268 $4.28M 0.05% -593 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: 57,459 shares; 2024Q4: 46,729 shares; 2025Q1: 37,021 shares; 2025Q2: 42,259 shares; 2025Q3: 42,157 shares; 2025Q4: 45,837 shares 45,837 $4.27M 0.05% +3,680 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,783 shares; 2024Q4: 93,492 shares; 2025Q1: 86,985 shares; 2025Q2: 59,950 shares; 2025Q3: 57,504 shares; 2025Q4: 53,608 shares 53,608 $4.27M 0.05% -3,896 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,463 shares; 2024Q4: 18,298 shares; 2025Q1: 16,434 shares; 2025Q2: 16,718 shares; 2025Q3: 24,143 shares; 2025Q4: 27,482 shares 27,482 $4.24M 0.05% +3,339 Timeline GTOH INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,872 shares; 2024Q4: 75,508 shares; 2025Q1: 94,436 shares; 2025Q2: 112,197 shares; 2025Q3: 127,642 shares; 2025Q4: 162,254 shares 162,254 $4.16M 0.05% +34,612 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,399 shares; 2024Q4: 40,146 shares; 2025Q1: 57,376 shares; 2025Q2: 69,943 shares; 2025Q3: 76,149 shares; 2025Q4: 93,033 shares 93,033 $4.15M 0.05% +16,884 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,397 shares; 2025Q1: 3,310 shares; 2025Q2: 3,568 shares; 2025Q3: 3,723 shares; 2025Q4: 4,108 shares 4,108 $4.15M 0.05% +385 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: 37,615 shares; 2024Q4: 39,992 shares; 2025Q1: 39,515 shares; 2025Q2: 46,968 shares; 2025Q3: 57,716 shares; 2025Q4: 62,795 shares 62,795 $4.14M 0.05% +5,079 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,104 shares; 2024Q4: 138,791 shares; 2025Q1: 118,109 shares; 2025Q2: 113,968 shares; 2025Q3: 86,495 shares; 2025Q4: 81,886 shares 81,886 $4.14M 0.05% -4,609 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: 50,766 shares; 2024Q4: 48,400 shares; 2025Q1: 47,491 shares; 2025Q2: 49,512 shares; 2025Q3: 55,806 shares; 2025Q4: 71,401 shares 71,401 $4.12M 0.05% +15,595 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: 84,556 shares; 2024Q4: 84,463 shares; 2025Q1: 81,644 shares; 2025Q2: 82,255 shares; 2025Q3: 87,220 shares; 2025Q4: 91,616 shares 91,616 $4.06M 0.04% +4,396 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: 5,917 shares; 2024Q4: 5,989 shares; 2025Q1: 2,445 shares; 2025Q2: 4,647 shares; 2025Q3: 4,817 shares; 2025Q4: 4,938 shares 4,938 $4.05M 0.04% +121 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,941 shares; 2024Q4: 4,105 shares; 2025Q1: 4,108 shares; 2025Q2: 4,322 shares; 2025Q3: 4,453 shares; 2025Q4: 4,552 shares 4,552 $4M 0.04% +99 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: 30,072 shares; 2024Q4: 32,839 shares; 2025Q1: 29,447 shares; 2025Q2: 30,878 shares; 2025Q3: 31,213 shares; 2025Q4: 31,007 shares 31,007 $4M 0.04% -206 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,575 shares; 2024Q4: 280,579 shares; 2025Q1: 277,841 shares; 2025Q2: 267,764 shares; 2025Q3: 248,555 shares; 2025Q4: 250,172 shares 250,172 $3.98M 0.04% +1,617 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,199 shares; 2025Q1: 5,074 shares; 2025Q2: 9,416 shares; 2025Q3: 10,203 shares; 2025Q4: 11,166 shares 11,166 $3.95M 0.04% +963 Timeline LGOV 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: 87,564 shares; 2024Q4: 116,067 shares; 2025Q1: 150,899 shares; 2025Q2: 100,296 shares; 2025Q3: 121,478 shares; 2025Q4: 179,679 shares 179,679 $3.92M 0.04% +58,201 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,721 shares; 2024Q4: 66,740 shares; 2025Q1: 89,784 shares; 2025Q2: 63,916 shares; 2025Q3: 62,046 shares; 2025Q4: 42,823 shares 42,823 $3.91M 0.04% -19,223 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,306 shares; 2025Q3: 108,803 shares; 2025Q4: 39,214 shares 39,214 $3.9M 0.04% -69,589 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,444 shares; 2024Q4: 16,934 shares; 2025Q1: 17,759 shares; 2025Q2: 40,662 shares; 2025Q3: 41,308 shares; 2025Q4: 42,519 shares 42,519 $3.89M 0.04% +1,211 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 19,220 shares; 2025Q1: 18,077 shares; 2025Q2: 29,532 shares; 2025Q3: 27,963 shares; 2025Q4: 25,156 shares 25,156 $3.85M 0.04% -2,807 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,544 shares; 2024Q4: 59,064 shares; 2025Q1: 3,138 shares; 2025Q2: not reported; 2025Q3: 59,561 shares; 2025Q4: 58,835 shares 58,835 $3.82M 0.04% -726 Timeline FIW 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: 37,150 shares; 2024Q4: 38,201 shares; 2025Q1: 57,769 shares; 2025Q2: 36,080 shares; 2025Q3: 35,308 shares; 2025Q4: 35,069 shares 35,069 $3.81M 0.04% -239 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: 57,792 shares 57,792 $3.78M 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 10,446 shares; 2025Q1: 10,720 shares; 2025Q2: 9,439 shares; 2025Q3: 9,803 shares; 2025Q4: 9,699 shares 9,699 $3.77M 0.04% -104 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 9,112 shares; 2025Q1: 12,012 shares; 2025Q2: 11,989 shares; 2025Q3: 14,852 shares; 2025Q4: 15,159 shares 15,159 $3.73M 0.04% +307 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: 240,258 shares; 2024Q4: 123,269 shares; 2025Q1: 145,526 shares; 2025Q2: 119,098 shares; 2025Q3: 134,884 shares; 2025Q4: 149,180 shares 149,180 $3.71M 0.04% +14,296 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,809 shares; 2024Q4: 43,364 shares; 2025Q1: 41,810 shares; 2025Q2: 45,426 shares; 2025Q3: 51,470 shares; 2025Q4: 48,043 shares 48,043 $3.68M 0.04% -3,427 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,717 shares; 2024Q4: 45,076 shares; 2025Q1: 3,097 shares; 2025Q2: 3,231 shares; 2025Q3: 45,757 shares; 2025Q4: 45,340 shares 45,340 $3.64M 0.04% -417 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,124 shares; 2024Q4: 142,268 shares; 2025Q1: 107,743 shares; 2025Q2: 109,829 shares; 2025Q3: 114,395 shares; 2025Q4: 100,284 shares 100,284 $3.64M 0.04% -14,111 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 2,704 shares; 2025Q3: 3,118 shares; 2025Q4: 4,819 shares 4,819 $3.63M 0.04% +1,701 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: 428 shares; 2024Q4: 493 shares; 2025Q1: 119 shares; 2025Q2: 121 shares; 2025Q3: 682 shares; 2025Q4: 677 shares 677 $3.63M 0.04% -5 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,588 shares; 2024Q4: 61,554 shares; 2025Q1: 61,984 shares; 2025Q2: 67,000 shares; 2025Q3: 66,901 shares; 2025Q4: 68,260 shares 68,260 $3.61M 0.04% +1,359 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,561 shares; 2024Q4: 19,119 shares; 2025Q1: 22,212 shares; 2025Q2: 26,209 shares; 2025Q3: 28,600 shares; 2025Q4: 28,877 shares 28,877 $3.6M 0.04% +277 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,686 shares 67,686 $3.57M 0.04% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,629 shares; 2025Q3: 70,406 shares; 2025Q4: 76,538 shares 76,538 $3.52M 0.04% +6,132 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,875 shares; 2024Q4: 34,256 shares; 2025Q1: 36,374 shares; 2025Q2: 32,804 shares; 2025Q3: 34,222 shares; 2025Q4: 35,423 shares 35,423 $3.48M 0.04% +1,201 Timeline ROBT 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: 69,125 shares; 2024Q4: 60,946 shares; 2025Q1: 48,644 shares; 2025Q2: 72,523 shares; 2025Q3: 77,650 shares; 2025Q4: 67,078 shares 67,078 $3.48M 0.04% -10,572 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: 146,811 shares; 2024Q4: 150,525 shares; 2025Q1: 178,991 shares; 2025Q2: 39,847 shares; 2025Q3: 39,755 shares; 2025Q4: 35,058 shares 35,058 $3.48M 0.04% -4,697 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,059 shares; 2024Q4: 64,297 shares; 2025Q1: 53,934 shares; 2025Q2: 50,681 shares; 2025Q3: 30,508 shares; 2025Q4: 30,283 shares 30,283 $3.42M 0.04% -225 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,084 shares 52,084 $3.4M 0.04% new Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,022 shares; 2025Q3: 114,055 shares; 2025Q4: 114,321 shares 114,321 $3.39M 0.04% +266 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: 56,362 shares; 2024Q4: 53,104 shares; 2025Q1: 103,632 shares; 2025Q2: 129,942 shares; 2025Q3: 85,166 shares; 2025Q4: 89,601 shares 89,601 $3.39M 0.04% +4,435 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,255 shares; 2025Q1: 3,727 shares; 2025Q2: 4,569 shares; 2025Q3: 6,025 shares; 2025Q4: 8,103 shares 8,103 $3.38M 0.04% +2,078 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: 149,314 shares; 2024Q4: 155,360 shares; 2025Q1: 155,689 shares; 2025Q2: 173,459 shares; 2025Q3: 186,393 shares; 2025Q4: 112,642 shares 112,642 $3.37M 0.04% -73,751 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,573 shares; 2024Q4: 43,371 shares; 2025Q1: 40,244 shares; 2025Q2: 46,979 shares; 2025Q3: 40,079 shares; 2025Q4: 42,509 shares 42,509 $3.35M 0.04% +2,430 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 1,648 shares; 2025Q1: 1,955 shares; 2025Q2: 3,877 shares; 2025Q3: 4,436 shares; 2025Q4: 4,304 shares 4,304 $3.32M 0.04% -132 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,118 shares; 2024Q4: 55,811 shares; 2025Q1: 93,763 shares; 2025Q2: 94,833 shares; 2025Q3: 68,365 shares; 2025Q4: 65,239 shares 65,239 $3.3M 0.04% -3,126 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 10,771 shares; 2025Q1: 7,312 shares; 2025Q2: 5,828 shares; 2025Q3: 8,663 shares; 2025Q4: 13,537 shares 13,537 $3.29M 0.04% +4,874 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: 2,788 shares; 2024Q4: 3,117 shares; 2025Q1: 3,480 shares; 2025Q2: 3,728 shares; 2025Q3: 4,530 shares; 2025Q4: 4,864 shares 4,864 $3.28M 0.04% +334 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,250 shares; 2025Q1: not reported; 2025Q2: 13,363 shares; 2025Q3: 73,792 shares; 2025Q4: 76,661 shares 76,661 $3.26M 0.04% +2,869 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: 13,864 shares; 2024Q4: 13,525 shares; 2025Q1: 23,077 shares; 2025Q2: 19,466 shares; 2025Q3: 17,510 shares; 2025Q4: 14,948 shares 14,948 $3.25M 0.04% -2,562 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: 189,638 shares; 2024Q4: 191,679 shares; 2025Q1: 194,030 shares; 2025Q2: 73,098 shares; 2025Q3: 74,297 shares; 2025Q4: 164,347 shares 164,347 $3.22M 0.04% +90,050 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: 9,041 shares; 2024Q4: 8,929 shares; 2025Q1: 8,879 shares; 2025Q2: 9,455 shares; 2025Q3: 9,637 shares; 2025Q4: 9,477 shares 9,477 $3.2M 0.04% -160 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 10,481 shares; 2025Q1: 10,630 shares; 2025Q2: 11,427 shares; 2025Q3: 3,243 shares; 2025Q4: 12,262 shares 12,262 $3.18M 0.04% +9,019 Timeline NXTG 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: 52,628 shares; 2024Q4: 49,388 shares; 2025Q1: 43,566 shares; 2025Q2: 38,192 shares; 2025Q3: 34,823 shares; 2025Q4: 29,481 shares 29,481 $3.18M 0.04% -5,342 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,447 shares; 2024Q4: 17,871 shares; 2025Q1: 18,386 shares; 2025Q2: 19,031 shares; 2025Q3: 19,195 shares; 2025Q4: 19,244 shares 19,244 $3.16M 0.04% +49 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,719 shares; 2024Q4: 51,675 shares; 2025Q1: 58,115 shares; 2025Q2: 61,606 shares; 2025Q3: 65,003 shares; 2025Q4: 63,097 shares 63,097 $3.16M 0.03% -1,906 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,993 shares; 2024Q4: 70,892 shares; 2025Q1: 86,252 shares; 2025Q2: 85,993 shares; 2025Q3: 59,521 shares; 2025Q4: 52,564 shares 52,564 $3.15M 0.03% -6,957 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: 26,794 shares; 2024Q4: 27,872 shares; 2025Q1: 25,036 shares; 2025Q2: 25,900 shares; 2025Q3: 30,416 shares; 2025Q4: 27,662 shares 27,662 $3.12M 0.03% -2,754 Timeline SCHO 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: 33,983 shares; 2024Q4: 80,139 shares; 2025Q1: 93,086 shares; 2025Q2: 106,542 shares; 2025Q3: 117,541 shares; 2025Q4: 128,059 shares 128,059 $3.12M 0.03% +10,518 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: 19,722 shares; 2024Q4: 22,330 shares; 2025Q1: 11,378 shares; 2025Q2: 13,058 shares; 2025Q3: 13,624 shares; 2025Q4: 16,758 shares 16,758 $3.11M 0.03% +3,134 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,380 shares; 2024Q4: 36,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,348 shares; 2025Q4: 38,294 shares 38,294 $3.09M 0.03% -54 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,154 shares 139,154 $3.09M 0.03% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,451 shares; 2024Q4: 57,811 shares; 2025Q1: 46,884 shares; 2025Q2: 46,067 shares; 2025Q3: 35,351 shares; 2025Q4: 28,281 shares 28,281 $3.07M 0.03% -7,070 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,744 shares; 2024Q4: 17,401 shares; 2025Q1: 21,093 shares; 2025Q2: 24,513 shares; 2025Q3: 27,670 shares; 2025Q4: 31,942 shares 31,942 $3.06M 0.03% +4,272 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: 64,594 shares; 2024Q4: 64,147 shares; 2025Q1: 58,205 shares; 2025Q2: 66,069 shares; 2025Q3: 70,162 shares; 2025Q4: 63,672 shares 63,672 $3.05M 0.03% -6,490 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,396 shares; 2024Q4: 53,997 shares; 2025Q1: 57,387 shares; 2025Q2: 150,754 shares; 2025Q3: 113,860 shares; 2025Q4: 104,781 shares 104,781 $3.04M 0.03% -9,079 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 3,337 shares; 2025Q1: 3,776 shares; 2025Q2: 4,087 shares; 2025Q3: 4,445 shares; 2025Q4: 4,455 shares 4,455 $3.01M 0.03% +10 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,955 shares; 2025Q1: 4,936 shares; 2025Q2: 4,635 shares; 2025Q3: 4,818 shares; 2025Q4: 5,266 shares 5,266 $3M 0.03% +448 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 13,638 shares; 2025Q1: 15,749 shares; 2025Q2: 15,719 shares; 2025Q3: 18,440 shares; 2025Q4: 18,263 shares 18,263 $2.97M 0.03% -177 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,822 shares; 2025Q1: 6,757 shares; 2025Q2: 6,724 shares; 2025Q3: 9,209 shares; 2025Q4: 9,173 shares 9,173 $2.97M 0.03% -36 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,374 shares; 2025Q1: 11,466 shares; 2025Q2: 140,457 shares; 2025Q3: 185,504 shares; 2025Q4: 179,998 shares 179,998 $2.97M 0.03% -5,506 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: 486 shares; 2024Q4: 868 shares; 2025Q1: 1,013 shares; 2025Q2: 1,209 shares; 2025Q3: 1,233 shares; 2025Q4: 1,363 shares 1,363 $2.93M 0.03% +130 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,042 shares; 2025Q1: 4,383 shares; 2025Q2: 5,389 shares; 2025Q3: 8,036 shares; 2025Q4: 8,447 shares 8,447 $2.9M 0.03% +411 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 24,758 shares; 2025Q1: 24,350 shares; 2025Q2: 30,702 shares; 2025Q3: 32,853 shares; 2025Q4: 30,524 shares 30,524 $2.89M 0.03% -2,329 Timeline MLN 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: 143,097 shares; 2025Q1: 196,803 shares; 2025Q2: 211,338 shares; 2025Q3: 217,073 shares; 2025Q4: 164,814 shares 164,814 $2.89M 0.03% -52,259 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,134 shares; 2025Q2: 62,019 shares; 2025Q3: 68,499 shares; 2025Q4: 75,166 shares 75,166 $2.87M 0.03% +6,667 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,703 shares; 2024Q4: 45,062 shares; 2025Q1: 50,915 shares; 2025Q2: 57,760 shares; 2025Q3: 54,220 shares; 2025Q4: 54,636 shares 54,636 $2.87M 0.03% +416 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: 15,075 shares; 2024Q4: 15,024 shares; 2025Q1: 14,667 shares; 2025Q2: 13,118 shares; 2025Q3: 13,146 shares; 2025Q4: 14,320 shares 14,320 $2.86M 0.03% +1,174 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,030 shares; 2025Q3: 61,783 shares; 2025Q4: 61,782 shares 61,782 $2.86M 0.03% -1 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: 120,011 shares; 2024Q4: 134,628 shares; 2025Q1: 142,050 shares; 2025Q2: 146,373 shares; 2025Q3: 155,283 shares; 2025Q4: 156,529 shares 156,529 $2.85M 0.03% +1,246 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 26,236 shares; 2025Q1: 26,790 shares; 2025Q2: 27,187 shares; 2025Q3: 26,693 shares; 2025Q4: 26,133 shares 26,133 $2.83M 0.03% -560 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,884 shares; 2024Q4: 42,301 shares; 2025Q1: 73,657 shares; 2025Q2: 56,249 shares; 2025Q3: 56,031 shares; 2025Q4: 55,881 shares 55,881 $2.82M 0.03% -150 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,731 shares; 2024Q4: 20,670 shares; 2025Q1: 12,606 shares; 2025Q2: 14,471 shares; 2025Q3: 19,002 shares; 2025Q4: 56,410 shares 56,410 $2.81M 0.03% +37,408 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,248 shares; 2024Q4: 86,313 shares; 2025Q1: 90,107 shares; 2025Q2: 77,114 shares; 2025Q3: 77,178 shares; 2025Q4: 77,558 shares 77,558 $2.8M 0.03% +380 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,275 shares; 2025Q2: 30,581 shares; 2025Q3: 51,529 shares; 2025Q4: 60,444 shares 60,444 $2.78M 0.03% +8,915 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 5,444 shares; 2025Q1: 6,814 shares; 2025Q2: 8,687 shares; 2025Q3: 18,297 shares; 2025Q4: 21,777 shares 21,777 $2.78M 0.03% +3,480 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,496 shares; 2024Q4: 15,322 shares; 2025Q1: 15,108 shares; 2025Q2: 15,834 shares; 2025Q3: 19,551 shares; 2025Q4: 11,955 shares 11,955 $2.74M 0.03% -7,596 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,026 shares; 2025Q1: not reported; 2025Q2: 12,599 shares; 2025Q3: 50,197 shares; 2025Q4: 42,320 shares 42,320 $2.73M 0.03% -7,877 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,957 shares; 2024Q4: 28,688 shares; 2025Q1: 31,547 shares; 2025Q2: 54,889 shares; 2025Q3: 59,817 shares; 2025Q4: 71,687 shares 71,687 $2.72M 0.03% +11,870 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: 4,345 shares; 2024Q4: 7,111 shares; 2025Q1: 9,012 shares; 2025Q2: 9,567 shares; 2025Q3: 10,674 shares; 2025Q4: 10,835 shares 10,835 $2.71M 0.03% +161 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 28,058 shares; 2025Q1: 41,384 shares; 2025Q2: 61,420 shares; 2025Q3: 71,522 shares; 2025Q4: 100,010 shares 100,010 $2.71M 0.03% +28,488 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,482 shares; 2024Q4: 8,258 shares; 2025Q1: 8,235 shares; 2025Q2: 8,087 shares; 2025Q3: 9,893 shares; 2025Q4: 9,714 shares 9,714 $2.68M 0.03% -179 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: 14,868 shares; 2024Q4: 15,079 shares; 2025Q1: 18,931 shares; 2025Q2: 19,360 shares; 2025Q3: 17,831 shares; 2025Q4: 13,412 shares 13,412 $2.66M 0.03% -4,419 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,647 shares; 2025Q1: 29,509 shares; 2025Q2: 30,935 shares; 2025Q3: 34,572 shares; 2025Q4: 34,728 shares 34,728 $2.64M 0.03% +156 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,754 shares; 2025Q1: 89,700 shares; 2025Q2: 39,180 shares; 2025Q3: 58,602 shares; 2025Q4: 58,412 shares 58,412 $2.62M 0.03% -190 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,145 shares; 2024Q4: 150,966 shares; 2025Q1: 122,537 shares; 2025Q2: 118,157 shares; 2025Q3: 111,385 shares; 2025Q4: 115,472 shares 115,472 $2.59M 0.03% +4,087 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,548 shares; 2024Q4: 31,768 shares; 2025Q1: 212,503 shares; 2025Q2: 33,400 shares; 2025Q3: 29,453 shares; 2025Q4: 28,350 shares 28,350 $2.58M 0.03% -1,103 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,730 shares; 2024Q4: 98,260 shares; 2025Q1: 8,191 shares; 2025Q2: 7,903 shares; 2025Q3: 11,157 shares; 2025Q4: 11,917 shares 11,917 $2.56M 0.03% +760 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: 18,224 shares; 2024Q4: 17,133 shares; 2025Q1: 17,281 shares; 2025Q2: 16,177 shares; 2025Q3: 15,258 shares; 2025Q4: 15,837 shares 15,837 $2.54M 0.03% +579 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,249 shares; 2024Q4: 30,380 shares; 2025Q1: 32,659 shares; 2025Q2: 81,830 shares; 2025Q3: 89,452 shares; 2025Q4: 97,659 shares 97,659 $2.5M 0.03% +8,207 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,102 shares; 2025Q4: 102,645 shares 102,645 $2.49M 0.03% +543 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,546 shares; 2025Q1: 5,719 shares; 2025Q2: 17,056 shares; 2025Q3: 27,145 shares; 2025Q4: 30,845 shares 30,845 $2.48M 0.03% +3,700 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,122 shares; 2024Q4: 80,398 shares; 2025Q1: 85,470 shares; 2025Q2: 84,772 shares; 2025Q3: 82,530 shares; 2025Q4: 79,224 shares 79,224 $2.46M 0.03% -3,306 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 20,702 shares; 2025Q1: 18,127 shares; 2025Q2: 19,633 shares; 2025Q3: 17,382 shares; 2025Q4: 17,001 shares 17,001 $2.46M 0.03% -381 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,482 shares; 2024Q4: 15,546 shares; 2025Q1: 16,367 shares; 2025Q2: 16,960 shares; 2025Q3: 17,147 shares; 2025Q4: 18,053 shares 18,053 $2.46M 0.03% +906 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,594 shares; 2024Q4: 56,031 shares; 2025Q1: 36,716 shares; 2025Q2: 26,484 shares; 2025Q3: 21,638 shares; 2025Q4: 19,425 shares 19,425 $2.45M 0.03% -2,213 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,933 shares; 2025Q1: 12,959 shares; 2025Q2: 13,031 shares; 2025Q3: 13,689 shares; 2025Q4: 12,632 shares 12,632 $2.44M 0.03% -1,057 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 4,648 shares; 2025Q1: 6,781 shares; 2025Q2: 10,474 shares; 2025Q3: 11,991 shares; 2025Q4: 10,744 shares 10,744 $2.44M 0.03% -1,247 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,136 shares; 2024Q4: 46,178 shares; 2025Q1: 50,687 shares; 2025Q2: 28,913 shares; 2025Q3: 25,550 shares; 2025Q4: 20,477 shares 20,477 $2.43M 0.03% -5,073 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,227 shares; 2024Q4: 24,762 shares; 2025Q1: 25,769 shares; 2025Q2: 28,238 shares; 2025Q3: 29,379 shares; 2025Q4: 27,505 shares 27,505 $2.43M 0.03% -1,874 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,533 shares; 2024Q4: 390,586 shares; 2025Q1: 405,341 shares; 2025Q2: 425,434 shares; 2025Q3: 436,098 shares; 2025Q4: 434,792 shares 434,792 $2.42M 0.03% -1,306 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,956 shares; 2025Q1: 37,421 shares; 2025Q2: 45,491 shares; 2025Q3: 51,461 shares; 2025Q4: 64,031 shares 64,031 $2.42M 0.03% +12,570 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 7,592 shares; 2025Q4: 46,554 shares 46,554 $2.41M 0.03% +38,962 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: 5,788 shares; 2024Q4: 4,823 shares; 2025Q1: 5,387 shares; 2025Q2: 4,801 shares; 2025Q3: 10,689 shares; 2025Q4: 8,367 shares 8,367 $2.39M 0.03% -2,322 Timeline HUSV 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: 26,439 shares; 2024Q4: 28,186 shares; 2025Q1: 32,116 shares; 2025Q2: 46,136 shares; 2025Q3: 56,975 shares; 2025Q4: 61,118 shares 61,118 $2.36M 0.03% +4,143 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: 5,366 shares; 2024Q4: 5,472 shares; 2025Q1: 4,727 shares; 2025Q2: 9,541 shares; 2025Q3: 15,782 shares; 2025Q4: 13,923 shares 13,923 $2.36M 0.03% -1,859 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,796 shares; 2025Q4: 93,972 shares 93,972 $2.35M 0.03% +78,176 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,466 shares; 2024Q4: 64,924 shares; 2025Q1: 20,456 shares; 2025Q2: 24,516 shares; 2025Q3: 28,144 shares; 2025Q4: 34,952 shares 34,952 $2.35M 0.03% +6,808 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,307 shares; 2024Q4: 56,623 shares; 2025Q1: 59,588 shares; 2025Q2: 54,239 shares; 2025Q3: 76,959 shares; 2025Q4: 79,244 shares 79,244 $2.34M 0.03% +2,285 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,859 shares; 2024Q4: 52,000 shares; 2025Q1: 53,259 shares; 2025Q2: 63,643 shares; 2025Q3: 70,491 shares; 2025Q4: 85,543 shares 85,543 $2.34M 0.03% +15,052 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,520 shares; 2025Q1: 11,198 shares; 2025Q2: 11,699 shares; 2025Q3: 10,404 shares; 2025Q4: 10,350 shares 10,350 $2.33M 0.03% -54 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,327 shares; 2024Q4: 50,232 shares; 2025Q1: 50,598 shares; 2025Q2: 46,275 shares; 2025Q3: 47,500 shares; 2025Q4: 48,997 shares 48,997 $2.32M 0.03% +1,497 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,110 shares; 2024Q4: 23,835 shares; 2025Q1: 135,268 shares; 2025Q2: 53,549 shares; 2025Q3: 99,184 shares; 2025Q4: 84,457 shares 84,457 $2.31M 0.03% -14,727 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,360 shares; 2024Q4: 52,113 shares; 2025Q1: 52,298 shares; 2025Q2: 51,839 shares; 2025Q3: 48,754 shares; 2025Q4: 48,899 shares 48,899 $2.27M 0.03% +145 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: 1,884 shares; 2024Q4: 2,228 shares; 2025Q1: 2,143 shares; 2025Q2: 2,722 shares; 2025Q3: 5,770 shares; 2025Q4: 10,363 shares 10,363 $2.27M 0.03% +4,593 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,176 shares; 2024Q4: 50,457 shares; 2025Q1: 52,468 shares; 2025Q2: 56,088 shares; 2025Q3: 66,095 shares; 2025Q4: 41,646 shares 41,646 $2.27M 0.03% -24,449 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 12,936 shares; 2025Q1: 3,168 shares; 2025Q2: 4,585 shares; 2025Q3: 5,007 shares; 2025Q4: 5,838 shares 5,838 $2.27M 0.03% +831 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 35,988 shares; 2025Q1: 43,137 shares; 2025Q2: 44,839 shares; 2025Q3: 40,211 shares; 2025Q4: 38,118 shares 38,118 $2.25M 0.02% -2,093 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 10,405 shares; 2025Q1: 10,559 shares; 2025Q2: 11,376 shares; 2025Q3: 18,073 shares; 2025Q4: 19,327 shares 19,327 $2.24M 0.02% +1,254 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,221 shares; 2024Q4: 17,069 shares; 2025Q1: 18,962 shares; 2025Q2: 21,857 shares; 2025Q3: 21,220 shares; 2025Q4: 25,926 shares 25,926 $2.24M 0.02% +4,706 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,089 shares; 2024Q4: 35,070 shares; 2025Q1: 44,384 shares; 2025Q2: 273,908 shares; 2025Q3: 28,293 shares; 2025Q4: 28,739 shares 28,739 $2.23M 0.02% +446 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,300 shares; 2024Q4: 53,422 shares; 2025Q1: 41,998 shares; 2025Q2: 44,845 shares; 2025Q3: 45,095 shares; 2025Q4: 43,734 shares 43,734 $2.22M 0.02% -1,361 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: 26,811 shares; 2024Q4: 28,765 shares; 2025Q1: 116,510 shares; 2025Q2: 174,098 shares; 2025Q3: 148,049 shares; 2025Q4: 25,361 shares 25,361 $2.21M 0.02% -122,688 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 12,043 shares; 2025Q1: 10,874 shares; 2025Q2: 11,402 shares; 2025Q3: 9,645 shares; 2025Q4: 9,759 shares 9,759 $2.21M 0.02% +114 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,069 shares; 2024Q4: 45,395 shares; 2025Q1: 47,534 shares; 2025Q2: 43,544 shares; 2025Q3: 53,824 shares; 2025Q4: 55,493 shares 55,493 $2.17M 0.02% +1,669 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 5,124 shares; 2025Q1: 9,929 shares; 2025Q2: 16,772 shares; 2025Q3: 15,626 shares; 2025Q4: 24,219 shares 24,219 $2.17M 0.02% +8,593 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 21,510 shares; 2025Q1: 19,483 shares; 2025Q2: 37,703 shares; 2025Q3: 58,776 shares; 2025Q4: 84,267 shares 84,267 $2.16M 0.02% +25,491 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: 26,711 shares; 2024Q4: 20,485 shares; 2025Q1: 19,777 shares; 2025Q2: 21,151 shares; 2025Q3: 24,480 shares; 2025Q4: 23,014 shares 23,014 $2.15M 0.02% -1,466 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,156 shares; 2024Q4: 28,128 shares; 2025Q1: 29,388 shares; 2025Q2: 29,412 shares; 2025Q3: 28,371 shares; 2025Q4: 27,647 shares 27,647 $2.14M 0.02% -724 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 29,149 shares; 2025Q1: 30,547 shares; 2025Q2: 12,536 shares; 2025Q3: 14,570 shares; 2025Q4: 36,723 shares 36,723 $2.14M 0.02% +22,153 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 5,257 shares; 2025Q1: 3,471 shares; 2025Q2: 4,373 shares; 2025Q3: 5,379 shares; 2025Q4: 11,641 shares 11,641 $2.14M 0.02% +6,262 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: 2,493 shares; 2024Q4: 2,535 shares; 2025Q1: 2,726 shares; 2025Q2: 3,083 shares; 2025Q3: 3,052 shares; 2025Q4: 3,276 shares 3,276 $2.14M 0.02% +224 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,203 shares; 2024Q4: 30,888 shares; 2025Q1: 55,782 shares; 2025Q2: 51,629 shares; 2025Q3: 58,388 shares; 2025Q4: 16,117 shares 16,117 $2.14M 0.02% -42,271 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 5,672 shares; 2025Q1: 5,314 shares; 2025Q2: 5,127 shares; 2025Q3: 5,200 shares; 2025Q4: 3,651 shares 3,651 $2.12M 0.02% -1,549 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,447 shares; 2024Q4: 36,432 shares; 2025Q1: 36,793 shares; 2025Q2: 49,637 shares; 2025Q3: 49,715 shares; 2025Q4: 50,852 shares 50,852 $2.1M 0.02% +1,137 Timeline IFLN 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: 103,717 shares; 2024Q4: 107,884 shares; 2025Q1: 110,390 shares; 2025Q2: 116,643 shares; 2025Q3: 122,154 shares; 2025Q4: 112,193 shares 112,193 $2.09M 0.02% -9,961 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,649 shares; 2024Q4: 24,300 shares; 2025Q1: 25,322 shares; 2025Q2: 34,995 shares; 2025Q3: 15,441 shares; 2025Q4: 8,915 shares 8,915 $2.08M 0.02% -6,526 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 21,875 shares; 2025Q1: 20,552 shares; 2025Q2: 22,292 shares; 2025Q3: 22,796 shares; 2025Q4: 26,375 shares 26,375 $2.08M 0.02% +3,579 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,847 shares; 2024Q4: 47,495 shares; 2025Q1: 54,215 shares; 2025Q2: 8,168 shares; 2025Q3: 11,089 shares; 2025Q4: 14,455 shares 14,455 $2.08M 0.02% +3,366 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,207 shares; 2024Q4: 55,490 shares; 2025Q1: 39,888 shares; 2025Q2: 34,279 shares; 2025Q3: 41,974 shares; 2025Q4: 40,123 shares 40,123 $2.05M 0.02% -1,851 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,621 shares; 2025Q1: 4,034 shares; 2025Q2: 4,600 shares; 2025Q3: 6,146 shares; 2025Q4: 7,310 shares 7,310 $2.04M 0.02% +1,164 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 8,881 shares; 2025Q1: 10,178 shares; 2025Q2: 10,387 shares; 2025Q3: 16,441 shares; 2025Q4: 14,374 shares 14,374 $2.03M 0.02% -2,067 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: 34,762 shares; 2024Q4: 34,743 shares; 2025Q1: 26,312 shares; 2025Q2: 41,815 shares; 2025Q3: 32,569 shares; 2025Q4: 28,469 shares 28,469 $2.03M 0.02% -4,100 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: 25,264 shares; 2024Q4: 37,245 shares; 2025Q1: 39,197 shares; 2025Q2: 39,595 shares; 2025Q3: 40,818 shares; 2025Q4: 48,167 shares 48,167 $2.02M 0.02% +7,349 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 11,713 shares; 2025Q1: 11,788 shares; 2025Q2: 15,737 shares; 2025Q3: 18,178 shares; 2025Q4: 23,941 shares 23,941 $2.01M 0.02% +5,763 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 43,324 shares; 2025Q1: 44,893 shares; 2025Q2: 46,754 shares; 2025Q3: 44,667 shares; 2025Q4: 45,079 shares 45,079 $2.01M 0.02% +412 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: 9,135 shares; 2024Q4: 10,137 shares; 2025Q1: 10,469 shares; 2025Q2: 8,971 shares; 2025Q3: 10,592 shares; 2025Q4: 5,721 shares 5,721 $2M 0.02% -4,871 Timeline