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: 835,471 shares; 2024Q4: 2,640,459 shares; 2025Q1: 2,927,350 shares; 2025Q2: 3,025,413 shares; 2025Q3: 3,057,211 shares; 2025Q4: 3,152,856 shares 3,152,856 $86.5M 5.02% +95,645 Timeline PJFG 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: 645,275 shares; 2024Q4: 645,237 shares; 2025Q1: 704,041 shares; 2025Q2: 717,078 shares; 2025Q3: 724,408 shares; 2025Q4: 722,528 shares 722,528 $80.4M 4.66% -1,880 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: 499,965 shares; 2024Q4: 2,139,171 shares; 2025Q1: 2,207,231 shares; 2025Q2: 2,271,714 shares; 2025Q3: 2,267,841 shares; 2025Q4: 2,295,428 shares 2,295,428 $74.9M 4.34% +27,587 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120,367 shares; 2024Q4: 1,137,984 shares; 2025Q1: 1,250,930 shares; 2025Q2: 1,266,953 shares; 2025Q3: 1,285,301 shares; 2025Q4: 1,331,163 shares 1,331,163 $72M 4.18% +45,862 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893,196 shares; 2024Q4: 2,725,374 shares; 2025Q1: 2,256,872 shares; 2025Q2: 2,308,056 shares; 2025Q3: 2,363,403 shares; 2025Q4: 2,337,749 shares 2,337,749 $62.9M 3.65% -25,654 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: 857,317 shares; 2024Q4: 881,591 shares; 2025Q1: 970,373 shares; 2025Q2: 991,200 shares; 2025Q3: 1,011,741 shares; 2025Q4: 1,054,929 shares 1,054,929 $52.7M 3.06% +43,188 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,186 shares; 2024Q4: 168,693 shares; 2025Q1: 168,915 shares; 2025Q2: 164,925 shares; 2025Q3: 163,540 shares; 2025Q4: 160,667 shares 160,667 $43.7M 2.53% -2,873 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: 279,152 shares; 2024Q4: 279,308 shares; 2025Q1: 809,673 shares; 2025Q2: 839,614 shares; 2025Q3: 845,445 shares; 2025Q4: 883,223 shares 883,223 $41.8M 2.43% +37,778 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583,476 shares; 2024Q4: 652,200 shares; 2025Q1: 788,276 shares; 2025Q2: 834,880 shares; 2025Q3: 845,583 shares; 2025Q4: 896,483 shares 896,483 $30.6M 1.78% +50,900 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919,066 shares; 2024Q4: 931,277 shares; 2025Q1: 998,502 shares; 2025Q2: 1,012,151 shares; 2025Q3: 1,027,185 shares; 2025Q4: 1,062,583 shares 1,062,583 $28.3M 1.64% +35,398 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,295 shares; 2025Q1: 591,329 shares; 2025Q2: 612,156 shares; 2025Q3: 621,650 shares; 2025Q4: 650,447 shares 650,447 $24.8M 1.44% +28,797 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: 131,974 shares; 2024Q4: 133,793 shares; 2025Q1: 136,120 shares; 2025Q2: 131,142 shares; 2025Q3: 129,750 shares; 2025Q4: 129,490 shares 129,490 $24.1M 1.4% -260 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: 152,303 shares; 2024Q4: 154,272 shares; 2025Q1: 110,974 shares; 2025Q2: 113,019 shares; 2025Q3: 115,495 shares; 2025Q4: 114,950 shares 114,950 $23.7M 1.38% -545 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,347 shares; 2024Q4: 216,906 shares; 2025Q1: 159,769 shares; 2025Q2: 158,787 shares; 2025Q3: 156,272 shares; 2025Q4: 144,260 shares 144,260 $23.2M 1.35% -12,012 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667,067 shares; 2025Q2: 686,092 shares; 2025Q3: 692,205 shares; 2025Q4: 706,343 shares 706,343 $23M 1.33% +14,138 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: 240,537 shares; 2024Q4: 233,885 shares; 2025Q1: 214,048 shares; 2025Q2: 214,314 shares; 2025Q3: 216,341 shares; 2025Q4: 216,330 shares 216,330 $21.6M 1.25% -11 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: 95,800 shares; 2024Q4: 96,670 shares; 2025Q1: 96,441 shares; 2025Q2: 94,815 shares; 2025Q3: 94,421 shares; 2025Q4: 93,152 shares 93,152 $21.5M 1.25% -1,269 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: 68,099 shares; 2024Q4: 68,104 shares; 2025Q1: 64,542 shares; 2025Q2: 65,863 shares; 2025Q3: 65,581 shares; 2025Q4: 63,963 shares 63,963 $20M 1.16% -1,618 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: 58,711 shares; 2024Q4: 57,542 shares; 2025Q1: 41,110 shares; 2025Q2: 40,561 shares; 2025Q3: 40,537 shares; 2025Q4: 40,088 shares 40,088 $19.4M 1.12% -449 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: 31,465 shares; 2024Q4: 33,437 shares; 2025Q1: 33,812 shares; 2025Q2: 34,454 shares; 2025Q3: 35,875 shares; 2025Q4: 36,241 shares 36,241 $17.7M 1.03% +366 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,866 shares; 2024Q4: 101,398 shares; 2025Q1: 581,061 shares; 2025Q2: 621,856 shares; 2025Q3: 644,296 shares; 2025Q4: 681,155 shares 681,155 $16.8M 0.98% +36,859 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,739 shares; 2024Q4: 220,327 shares; 2025Q1: 257,973 shares; 2025Q2: 268,275 shares; 2025Q3: 270,340 shares; 2025Q4: 280,762 shares 280,762 $16.5M 0.96% +10,422 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: 27,156 shares; 2024Q4: 24,872 shares; 2025Q1: 26,697 shares; 2025Q2: 26,413 shares; 2025Q3: 24,691 shares; 2025Q4: 24,151 shares 24,151 $16.5M 0.96% -540 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: 19,859 shares; 2024Q4: 25,595 shares; 2025Q1: 25,873 shares; 2025Q2: 26,887 shares; 2025Q3: 26,650 shares; 2025Q4: 26,192 shares 26,192 $16.4M 0.95% -458 Timeline AVMC 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: 168,856 shares; 2024Q4: 186,174 shares; 2025Q1: 211,586 shares; 2025Q2: 219,107 shares; 2025Q3: 220,886 shares; 2025Q4: 230,239 shares 230,239 $16.3M 0.94% +9,353 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: 79,677 shares; 2024Q4: 80,249 shares; 2025Q1: 78,910 shares; 2025Q2: 78,932 shares; 2025Q3: 81,273 shares; 2025Q4: 84,021 shares 84,021 $16M 0.93% +2,748 Timeline FEOE 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: 311,994 shares; 2025Q2: 316,989 shares; 2025Q3: 326,016 shares; 2025Q4: 327,163 shares 327,163 $15.8M 0.92% +1,147 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,296 shares; 2024Q4: 197,570 shares; 2025Q1: 192,696 shares; 2025Q2: 196,322 shares; 2025Q3: 200,919 shares; 2025Q4: 202,772 shares 202,772 $15.6M 0.91% +1,853 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,951 shares; 2025Q2: 56,925 shares; 2025Q3: 56,725 shares; 2025Q4: 52,843 shares 52,843 $15.1M 0.87% -3,882 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 496,578 shares; 2025Q2: 508,168 shares; 2025Q3: 518,856 shares; 2025Q4: 536,784 shares 536,784 $14.1M 0.82% +17,928 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: 18,794 shares; 2024Q4: 19,274 shares; 2025Q1: 20,706 shares; 2025Q2: 21,253 shares; 2025Q3: 21,994 shares; 2025Q4: 21,903 shares 21,903 $13.5M 0.78% -91 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 15,418 shares; 2025Q1: 14,455 shares; 2025Q2: 14,365 shares; 2025Q3: 14,330 shares; 2025Q4: 14,291 shares 14,291 $12.3M 0.71% -39 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: 35,109 shares; 2024Q4: 35,336 shares; 2025Q1: 32,759 shares; 2025Q2: 32,513 shares; 2025Q3: 38,163 shares; 2025Q4: 39,469 shares 39,469 $11.7M 0.68% +1,306 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,055 shares; 2024Q4: 163,831 shares; 2025Q1: 132,441 shares; 2025Q2: 138,848 shares; 2025Q3: 142,498 shares; 2025Q4: 141,078 shares 141,078 $10.6M 0.61% -1,420 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: 20,105 shares; 2024Q4: 19,768 shares; 2025Q1: 19,532 shares; 2025Q2: 18,912 shares; 2025Q3: 18,621 shares; 2025Q4: 18,181 shares 18,181 $10.4M 0.6% -440 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: 40,779 shares; 2024Q4: 40,218 shares; 2025Q1: 49,985 shares; 2025Q2: 49,873 shares; 2025Q3: 49,781 shares; 2025Q4: 49,472 shares 49,472 $10.2M 0.59% -309 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: 109,733 shares; 2024Q4: 109,560 shares; 2025Q1: 89,517 shares; 2025Q2: 89,271 shares; 2025Q3: 89,203 shares; 2025Q4: 89,943 shares 89,943 $10M 0.58% +740 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,038 shares; 2024Q4: 70,038 shares; 2025Q1: 70,038 shares; 2025Q2: 70,038 shares; 2025Q3: 70,038 shares; 2025Q4: 70,038 shares 70,038 $9.95M 0.58% 0 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: 30,675 shares; 2024Q4: 30,268 shares; 2025Q1: 29,923 shares; 2025Q2: 29,002 shares; 2025Q3: 28,453 shares; 2025Q4: 27,780 shares 27,780 $9.74M 0.57% -673 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,595 shares; 2024Q4: 68,587 shares; 2025Q1: 81,172 shares; 2025Q2: 86,048 shares; 2025Q3: 87,095 shares; 2025Q4: 92,615 shares 92,615 $8.92M 0.52% +5,520 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: 325,499 shares; 2024Q4: 356,724 shares; 2025Q1: 402,626 shares; 2025Q2: 425,217 shares; 2025Q3: 430,277 shares; 2025Q4: 455,416 shares 455,416 $8.68M 0.5% +25,139 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,013 shares; 2025Q1: 102,045 shares; 2025Q2: 138,221 shares; 2025Q3: 156,339 shares; 2025Q4: 201,212 shares 201,212 $8.56M 0.5% +44,873 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: not reported; 2024Q4: 36,840 shares; 2025Q1: 37,471 shares; 2025Q2: 37,849 shares; 2025Q3: 37,139 shares; 2025Q4: 36,151 shares 36,151 $8.22M 0.48% -988 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,337 shares; 2025Q2: 203,663 shares; 2025Q3: 210,093 shares; 2025Q4: 208,944 shares 208,944 $7.89M 0.46% -1,149 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: not reported; 2024Q4: not reported; 2025Q1: 22,943 shares; 2025Q2: 23,056 shares; 2025Q3: 23,070 shares; 2025Q4: 22,729 shares 22,729 $7.68M 0.45% -341 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: 16,560 shares; 2024Q4: 16,642 shares; 2025Q1: 17,269 shares; 2025Q2: 17,395 shares; 2025Q3: 17,472 shares; 2025Q4: 15,869 shares 15,869 $7.68M 0.45% -1,603 Timeline UJUN 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: 275,792 shares; 2024Q4: 213,974 shares; 2025Q1: 205,481 shares; 2025Q2: 222,471 shares; 2025Q3: 216,710 shares; 2025Q4: 204,545 shares 204,545 $7.65M 0.44% -12,165 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 194,663 shares; 2025Q1: 184,465 shares; 2025Q2: 188,141 shares; 2025Q3: 186,447 shares; 2025Q4: 192,279 shares 192,279 $7.61M 0.44% +5,832 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: 39,942 shares; 2024Q4: 40,806 shares; 2025Q1: 50,248 shares; 2025Q2: 50,652 shares; 2025Q3: 50,862 shares; 2025Q4: 50,842 shares 50,842 $7.58M 0.44% -20 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: not reported; 2024Q4: not reported; 2025Q1: 61,286 shares; 2025Q2: 61,701 shares; 2025Q3: 61,583 shares; 2025Q4: 61,162 shares 61,162 $7.51M 0.44% -421 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: 50,458 shares; 2024Q4: 50,910 shares; 2025Q1: 48,050 shares; 2025Q2: 48,281 shares; 2025Q3: 48,442 shares; 2025Q4: 48,143 shares 48,143 $7.4M 0.43% -299 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,035 shares; 2024Q4: 56,150 shares; 2025Q1: 52,440 shares; 2025Q2: 52,396 shares; 2025Q3: 52,085 shares; 2025Q4: 51,940 shares 51,940 $7.16M 0.42% -145 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,494 shares; 2024Q4: 66,321 shares; 2025Q1: 67,353 shares; 2025Q2: 67,955 shares; 2025Q3: 67,953 shares; 2025Q4: 67,688 shares 67,688 $7.13M 0.41% -265 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: 5,741 shares; 2024Q4: 6,544 shares; 2025Q1: 6,543 shares; 2025Q2: 6,712 shares; 2025Q3: 6,763 shares; 2025Q4: 6,568 shares 6,568 $7.06M 0.41% -195 Timeline IJUL 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: 233,230 shares; 2024Q4: 224,429 shares; 2025Q1: 216,588 shares; 2025Q2: 198,789 shares; 2025Q3: 210,985 shares; 2025Q4: 209,736 shares 209,736 $7.03M 0.41% -1,249 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,540 shares; 2025Q1: 38,771 shares; 2025Q2: 39,316 shares; 2025Q3: 39,077 shares; 2025Q4: 38,727 shares 38,727 $6.99M 0.41% -350 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,007 shares; 2024Q4: 30,758 shares; 2025Q1: 277,290 shares; 2025Q2: 276,969 shares; 2025Q3: 276,092 shares; 2025Q4: 278,320 shares 278,320 $6.91M 0.4% +2,228 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: 20,251 shares; 2024Q4: 20,453 shares; 2025Q1: 21,571 shares; 2025Q2: 21,667 shares; 2025Q3: 21,863 shares; 2025Q4: 21,978 shares 21,978 $6.86M 0.4% +115 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: 1,821 shares; 2024Q4: 1,812 shares; 2025Q1: 31,695 shares; 2025Q2: 31,862 shares; 2025Q3: 32,114 shares; 2025Q4: 32,252 shares 32,252 $6.71M 0.39% +138 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 140,794 shares; 2025Q2: 143,389 shares; 2025Q3: 144,285 shares; 2025Q4: 144,692 shares 144,692 $6.48M 0.38% +407 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: 13,967 shares; 2024Q4: 12,223 shares; 2025Q1: 49,420 shares; 2025Q2: 44,364 shares; 2025Q3: 44,773 shares; 2025Q4: 43,982 shares 43,982 $6.31M 0.37% -791 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,217 shares; 2024Q4: 67,208 shares; 2025Q1: 71,494 shares; 2025Q2: 72,577 shares; 2025Q3: 73,980 shares; 2025Q4: 74,619 shares 74,619 $6.19M 0.36% +639 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240,726 shares; 2025Q2: 252,186 shares; 2025Q3: 255,475 shares; 2025Q4: 252,566 shares 252,566 $6.18M 0.36% -2,909 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: 413,264 shares; 2024Q4: 818,591 shares; 2025Q1: 232,164 shares; 2025Q2: 235,006 shares; 2025Q3: 254,866 shares; 2025Q4: 255,774 shares 255,774 $6.15M 0.36% +908 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: 3,764 shares; 2024Q4: 13,216 shares; 2025Q1: 13,892 shares; 2025Q2: 18,442 shares; 2025Q3: 18,228 shares; 2025Q4: 18,065 shares 18,065 $6.06M 0.35% -163 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,723 shares; 2024Q4: 22,220 shares; 2025Q1: 23,050 shares; 2025Q2: 21,925 shares; 2025Q3: 21,719 shares; 2025Q4: 21,219 shares 21,219 $5.88M 0.34% -500 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,541 shares; 2025Q2: 18,982 shares; 2025Q3: 19,174 shares; 2025Q4: 19,253 shares 19,253 $5.7M 0.33% +79 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,745 shares; 2025Q2: 39,463 shares; 2025Q3: 39,522 shares; 2025Q4: 39,870 shares 39,870 $5.68M 0.33% +348 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,632 shares; 2024Q4: 27,484 shares; 2025Q1: 21,675 shares; 2025Q2: 21,809 shares; 2025Q3: 21,607 shares; 2025Q4: 21,828 shares 21,828 $5.57M 0.32% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,906 shares 68,906 $5.56M 0.32% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,093 shares; 2024Q4: 35,794 shares; 2025Q1: 39,824 shares; 2025Q2: 40,667 shares; 2025Q3: 41,098 shares; 2025Q4: 41,455 shares 41,455 $5.49M 0.32% +357 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,576 shares; 2024Q4: 201,031 shares; 2025Q1: 205,379 shares; 2025Q2: 207,931 shares; 2025Q3: 208,794 shares; 2025Q4: 209,875 shares 209,875 $5.48M 0.32% +1,081 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: 12,295 shares; 2024Q4: 12,179 shares; 2025Q1: 13,253 shares; 2025Q2: 13,251 shares; 2025Q3: 12,865 shares; 2025Q4: 12,179 shares 12,179 $5.48M 0.32% -686 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 29,292 shares; 2025Q2: 29,798 shares; 2025Q3: 29,944 shares; 2025Q4: 29,677 shares 29,677 $5.4M 0.31% -267 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,677 shares; 2024Q4: 158,581 shares; 2025Q1: 189,096 shares; 2025Q2: 188,776 shares; 2025Q3: 189,868 shares; 2025Q4: 188,671 shares 188,671 $5.31M 0.31% -1,197 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 564 shares; 2025Q1: 14,248 shares; 2025Q2: 14,523 shares; 2025Q3: 14,757 shares; 2025Q4: 14,499 shares 14,499 $5.08M 0.29% -258 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: 51,565 shares; 2024Q4: 49,895 shares; 2025Q1: 50,964 shares; 2025Q2: 52,605 shares; 2025Q3: 54,284 shares; 2025Q4: 116,964 shares 116,964 $4.99M 0.29% +62,680 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 3,434 shares; 2025Q1: 5,760 shares; 2025Q2: 6,016 shares; 2025Q3: 10,473 shares; 2025Q4: 11,805 shares 11,805 $4.87M 0.28% +1,332 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: not reported; 2024Q4: 108,378 shares; 2025Q1: 123,684 shares; 2025Q2: 115,045 shares; 2025Q3: 114,725 shares; 2025Q4: 120,492 shares 120,492 $4.85M 0.28% +5,767 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: not reported; 2025Q1: 21,296 shares; 2025Q2: 21,820 shares; 2025Q3: 22,043 shares; 2025Q4: 22,143 shares 22,143 $4.76M 0.28% +100 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: 14,849 shares; 2024Q4: 14,996 shares; 2025Q1: 15,139 shares; 2025Q2: 14,781 shares; 2025Q3: 15,067 shares; 2025Q4: 15,060 shares 15,060 $4.73M 0.27% -7 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: 7,888 shares; 2024Q4: 7,504 shares; 2025Q1: 153,763 shares; 2025Q2: 157,631 shares; 2025Q3: 158,569 shares; 2025Q4: 157,480 shares 157,480 $4.71M 0.27% -1,089 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,252 shares; 2024Q4: 326,434 shares; 2025Q1: 381,926 shares; 2025Q2: 487,404 shares; 2025Q3: 484,890 shares; 2025Q4: 485,188 shares 485,188 $4.69M 0.27% +298 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,756 shares; 2024Q4: 243,239 shares; 2025Q1: 233,377 shares; 2025Q2: 230,187 shares; 2025Q3: 229,510 shares; 2025Q4: 227,648 shares 227,648 $4.69M 0.27% -1,862 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,265 shares; 2025Q2: 57,798 shares; 2025Q3: 58,524 shares; 2025Q4: 57,840 shares 57,840 $4.59M 0.27% -684 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: 12,310 shares; 2024Q4: 14,086 shares; 2025Q1: 14,024 shares; 2025Q2: 13,728 shares; 2025Q3: 13,663 shares; 2025Q4: 13,302 shares 13,302 $4.58M 0.27% -361 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: not reported; 2024Q4: not reported; 2025Q1: 43,137 shares; 2025Q2: 44,466 shares; 2025Q3: 44,918 shares; 2025Q4: 43,426 shares 43,426 $4.56M 0.26% -1,492 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: 9,976 shares; 2024Q4: 83,766 shares; 2025Q1: 80,821 shares; 2025Q2: 77,761 shares; 2025Q3: 75,780 shares; 2025Q4: 59,726 shares 59,726 $4.42M 0.26% -16,054 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 25,100 shares; 2025Q1: 28,085 shares; 2025Q2: 32,012 shares; 2025Q3: 36,397 shares; 2025Q4: 38,670 shares 38,670 $4.41M 0.26% +2,273 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,265 shares; 2025Q4: 84,265 shares 84,265 $4.33M 0.25% 0 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,332 shares; 2024Q4: 59,852 shares; 2025Q1: 63,616 shares; 2025Q2: 64,860 shares; 2025Q3: 69,188 shares; 2025Q4: 69,845 shares 69,845 $4.24M 0.25% +657 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 63,639 shares 63,639 $4.17M 0.24% new 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: 33,824 shares; 2024Q4: 34,692 shares; 2025Q1: 3,887 shares; 2025Q2: 3,391 shares; 2025Q3: 22,617 shares; 2025Q4: 23,919 shares 23,919 $4.09M 0.24% +1,302 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,830 shares; 2024Q4: 294,125 shares; 2025Q1: 290,563 shares; 2025Q2: 280,537 shares; 2025Q3: 259,010 shares; 2025Q4: 233,845 shares 233,845 $4.09M 0.24% -25,165 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: 12,184 shares; 2024Q4: 12,298 shares; 2025Q1: 12,477 shares; 2025Q2: 12,338 shares; 2025Q3: 12,373 shares; 2025Q4: 12,548 shares 12,548 $4.04M 0.23% +175 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,178 shares; 2024Q4: 22,793 shares; 2025Q1: 29,023 shares; 2025Q2: 29,640 shares; 2025Q3: 29,846 shares; 2025Q4: 29,287 shares 29,287 $3.99M 0.23% -559 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,352 shares; 2024Q4: 209,737 shares; 2025Q1: 204,171 shares; 2025Q2: 205,294 shares; 2025Q3: 199,962 shares; 2025Q4: 199,548 shares 199,548 $3.94M 0.23% -414 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: 24,605 shares; 2024Q4: 24,617 shares; 2025Q1: 14,283 shares; 2025Q2: not reported; 2025Q3: 14,523 shares; 2025Q4: 11,864 shares 11,864 $3.92M 0.23% -2,659 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: 83,657 shares; 2024Q4: 76,289 shares; 2025Q1: 74,278 shares; 2025Q2: 77,375 shares; 2025Q3: 62,780 shares; 2025Q4: 62,296 shares 62,296 $3.89M 0.23% -484 Timeline EJUL 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: 132,057 shares; 2024Q4: 130,942 shares; 2025Q1: 132,977 shares; 2025Q2: 131,279 shares; 2025Q3: 136,135 shares; 2025Q4: 127,655 shares 127,655 $3.78M 0.22% -8,480 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: 4,551 shares; 2024Q4: 4,665 shares; 2025Q1: 5,000 shares; 2025Q2: 5,137 shares; 2025Q3: 5,521 shares; 2025Q4: 5,678 shares 5,678 $3.75M 0.22% +157 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,336 shares; 2024Q4: 17,265 shares; 2025Q1: 17,240 shares; 2025Q2: 17,220 shares; 2025Q3: 17,061 shares; 2025Q4: 16,998 shares 16,998 $3.69M 0.21% -63 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,868 shares; 2024Q4: 66,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,919 shares; 2025Q4: 47,720 shares 47,720 $3.61M 0.21% +2,801 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: 183,515 shares; 2024Q4: 200,478 shares; 2025Q1: 192,665 shares; 2025Q2: 186,452 shares; 2025Q3: 180,213 shares; 2025Q4: 179,610 shares 179,610 $3.52M 0.2% -603 Timeline UDEC 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: 17,530 shares; 2024Q4: 78,104 shares; 2025Q1: 94,689 shares; 2025Q2: 94,689 shares; 2025Q3: 87,821 shares; 2025Q4: 88,427 shares 88,427 $3.51M 0.2% +606 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: 10,136 shares; 2024Q4: 10,212 shares; 2025Q1: 10,373 shares; 2025Q2: 10,283 shares; 2025Q3: 10,483 shares; 2025Q4: 10,108 shares 10,108 $3.5M 0.2% -375 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,639 shares; 2025Q1: 24,690 shares; 2025Q2: 28,652 shares; 2025Q3: 45,005 shares; 2025Q4: 68,380 shares 68,380 $3.45M 0.2% +23,375 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: 14,029 shares; 2024Q4: 14,914 shares; 2025Q1: 14,134 shares; 2025Q2: 14,187 shares; 2025Q3: 20,025 shares; 2025Q4: 15,097 shares 15,097 $3.45M 0.2% -4,928 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,609 shares; 2024Q4: 35,698 shares; 2025Q1: 36,960 shares; 2025Q2: 38,243 shares; 2025Q3: 40,472 shares; 2025Q4: 45,499 shares 45,499 $3.37M 0.2% +5,027 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,649 shares; 2025Q1: 2,645 shares; 2025Q2: 2,342 shares; 2025Q3: 2,339 shares; 2025Q4: 1,953 shares 1,953 $3.3M 0.19% -386 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,777 shares; 2025Q3: 24,231 shares; 2025Q4: 24,950 shares 24,950 $3.1M 0.18% +719 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,438 shares; 2025Q4: 85,413 shares 85,413 $3.08M 0.18% +24,975 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,440 shares; 2025Q4: 59,339 shares 59,339 $3.04M 0.18% -3,101 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126,011 shares; 2025Q1: 126,011 shares; 2025Q2: 126,011 shares; 2025Q3: 126,011 shares; 2025Q4: 129,855 shares 129,855 $3.03M 0.18% +3,844 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,237 shares; 2025Q1: 25,056 shares; 2025Q2: 35,440 shares; 2025Q3: 36,728 shares; 2025Q4: 40,446 shares 40,446 $2.99M 0.17% +3,718 Timeline UAPR 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: 116,676 shares; 2024Q4: 117,501 shares; 2025Q1: 107,850 shares; 2025Q2: 106,131 shares; 2025Q3: 96,101 shares; 2025Q4: 88,120 shares 88,120 $2.89M 0.17% -7,981 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: 32,776 shares; 2024Q4: 32,721 shares; 2025Q1: 31,391 shares; 2025Q2: 30,823 shares; 2025Q3: 30,525 shares; 2025Q4: 30,426 shares 30,426 $2.7M 0.16% -99 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,802 shares; 2024Q4: 38,217 shares; 2025Q1: 36,730 shares; 2025Q2: 36,447 shares; 2025Q3: 37,862 shares; 2025Q4: 36,242 shares 36,242 $2.68M 0.16% -1,620 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: 36,532 shares; 2024Q4: 36,265 shares; 2025Q1: 35,322 shares; 2025Q2: 34,592 shares; 2025Q3: 34,105 shares; 2025Q4: 31,858 shares 31,858 $2.67M 0.15% -2,247 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: 36,498 shares; 2024Q4: 36,173 shares; 2025Q1: 34,180 shares; 2025Q2: 34,468 shares; 2025Q3: 34,030 shares; 2025Q4: 33,733 shares 33,733 $2.62M 0.15% -297 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: not reported; 2024Q4: not reported; 2025Q1: 62,311 shares; 2025Q2: 71,444 shares; 2025Q3: 84,574 shares; 2025Q4: 97,535 shares 97,535 $2.59M 0.15% +12,961 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,065 shares; 2024Q4: 5,020 shares; 2025Q1: 4,803 shares; 2025Q2: 4,514 shares; 2025Q3: 4,436 shares; 2025Q4: 4,312 shares 4,312 $2.5M 0.14% -124 Timeline FLQM 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: 46,922 shares; 2024Q4: 47,297 shares; 2025Q1: 47,403 shares; 2025Q2: 43,815 shares; 2025Q3: 43,010 shares; 2025Q4: 42,746 shares 42,746 $2.4M 0.14% -264 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 8,312 shares; 2025Q1: 8,342 shares; 2025Q2: 8,254 shares; 2025Q3: 8,568 shares; 2025Q4: 16,444 shares 16,444 $2.37M 0.14% +7,876 Timeline KJUL 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: 84,594 shares; 2024Q4: 74,912 shares; 2025Q1: 72,161 shares; 2025Q2: 72,831 shares; 2025Q3: 72,965 shares; 2025Q4: 73,273 shares 73,273 $2.32M 0.13% +308 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: 5,966 shares; 2024Q4: 5,966 shares; 2025Q1: 4,163 shares; 2025Q2: 4,153 shares; 2025Q3: 4,093 shares; 2025Q4: 4,073 shares 4,073 $2.31M 0.13% -20 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,660 shares; 2025Q1: 17,063 shares; 2025Q2: 17,642 shares; 2025Q3: 18,760 shares; 2025Q4: 22,869 shares 22,869 $2.3M 0.13% +4,109 Timeline UAUG 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: 85,475 shares; 2024Q4: 81,825 shares; 2025Q1: 79,089 shares; 2025Q2: 70,989 shares; 2025Q3: 58,145 shares; 2025Q4: 57,055 shares 57,055 $2.28M 0.13% -1,090 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,687 shares; 2025Q1: 62,650 shares; 2025Q2: 68,075 shares; 2025Q3: 68,560 shares; 2025Q4: 65,955 shares 65,955 $2.27M 0.13% -2,605 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: 3,086 shares; 2024Q4: 2,982 shares; 2025Q1: 2,838 shares; 2025Q2: 2,835 shares; 2025Q3: 3,302 shares; 2025Q4: 3,296 shares 3,296 $2.26M 0.13% -6 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,469 shares; 2024Q4: 82,554 shares; 2025Q1: 77,534 shares; 2025Q2: 68,938 shares; 2025Q3: 72,184 shares; 2025Q4: 75,759 shares 75,759 $2.24M 0.13% +3,575 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: 2,588 shares; 2024Q4: 2,522 shares; 2025Q1: 2,492 shares; 2025Q2: 2,491 shares; 2025Q3: 2,489 shares; 2025Q4: 2,544 shares 2,544 $2.24M 0.13% +55 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: 3,599 shares; 2024Q4: 3,527 shares; 2025Q1: 3,483 shares; 2025Q2: 3,421 shares; 2025Q3: 3,381 shares; 2025Q4: 3,352 shares 3,352 $2.22M 0.13% -29 Timeline UJUL 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: 18,431 shares; 2024Q4: 18,228 shares; 2025Q1: 17,711 shares; 2025Q2: 17,711 shares; 2025Q3: 59,069 shares; 2025Q4: 57,177 shares 57,177 $2.22M 0.13% -1,892 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: 17,339 shares; 2024Q4: 16,257 shares; 2025Q1: 16,171 shares; 2025Q2: 15,029 shares; 2025Q3: 14,807 shares; 2025Q4: 14,273 shares 14,273 $2.21M 0.13% -534 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: 2,153 shares; 2024Q4: 2,378 shares; 2025Q1: 4,002 shares; 2025Q2: 4,786 shares; 2025Q3: 4,771 shares; 2025Q4: 4,701 shares 4,701 $2.2M 0.13% -70 Timeline USSH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,636 shares; 2025Q2: 20,164 shares; 2025Q3: 29,572 shares; 2025Q4: 43,211 shares 43,211 $2.2M 0.13% +13,639 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,662 shares; 2024Q4: 127,221 shares; 2025Q1: 107,792 shares; 2025Q2: 107,301 shares; 2025Q3: 104,853 shares; 2025Q4: 96,529 shares 96,529 $2.13M 0.12% -8,324 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: 16,319 shares; 2024Q4: 17,122 shares; 2025Q1: 16,357 shares; 2025Q2: 16,279 shares; 2025Q3: 16,837 shares; 2025Q4: 17,517 shares 17,517 $2.11M 0.12% +680 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: 345,203 shares; 2024Q4: 373,508 shares; 2025Q1: 42,876 shares; 2025Q2: 42,365 shares; 2025Q3: 38,917 shares; 2025Q4: 39,098 shares 39,098 $2.1M 0.12% +181 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 21,918 shares; 2025Q1: 25,543 shares; 2025Q2: 31,839 shares; 2025Q3: 31,323 shares; 2025Q4: 30,107 shares 30,107 $2.1M 0.12% -1,216 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,319 shares; 2025Q2: 28,529 shares; 2025Q3: 37,225 shares; 2025Q4: 44,264 shares 44,264 $2.07M 0.12% +7,039 Timeline UFEB 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: 9,216 shares; 2024Q4: 9,216 shares; 2025Q1: 46,426 shares; 2025Q2: 57,159 shares; 2025Q3: 57,159 shares; 2025Q4: 55,537 shares 55,537 $2.04M 0.12% -1,622 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: 38,619 shares 38,619 $2.04M 0.12% new Timeline RSPH 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: 110,058 shares; 2024Q4: 102,095 shares; 2025Q1: 94,169 shares; 2025Q2: 75,710 shares; 2025Q3: 69,810 shares; 2025Q4: 63,133 shares 63,133 $2.01M 0.12% -6,677 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,157 shares; 2025Q1: 16,586 shares; 2025Q2: 15,318 shares; 2025Q3: 19,997 shares; 2025Q4: 21,071 shares 21,071 $1.96M 0.11% +1,074 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,966 shares; 2025Q1: 50,938 shares; 2025Q2: 54,596 shares; 2025Q3: 54,124 shares; 2025Q4: 59,772 shares 59,772 $1.96M 0.11% +5,648 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: 8,811 shares; 2024Q4: 8,164 shares; 2025Q1: 7,391 shares; 2025Q2: 7,379 shares; 2025Q3: 7,680 shares; 2025Q4: 7,427 shares 7,427 $1.92M 0.11% -253 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,921 shares; 2025Q2: 6,227 shares; 2025Q3: 6,227 shares; 2025Q4: 6,019 shares 6,019 $1.89M 0.11% -208 Timeline IOCT 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: 26,397 shares; 2024Q4: 50,474 shares; 2025Q1: 51,201 shares; 2025Q2: 49,691 shares; 2025Q3: 43,715 shares; 2025Q4: 54,146 shares 54,146 $1.89M 0.11% +10,431 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: 3,848 shares; 2024Q4: 3,891 shares; 2025Q1: 3,537 shares; 2025Q2: 3,281 shares; 2025Q3: 3,135 shares; 2025Q4: 3,098 shares 3,098 $1.77M 0.1% -37 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,817 shares; 2024Q4: 22,608 shares; 2025Q1: 21,693 shares; 2025Q2: 20,681 shares; 2025Q3: 20,569 shares; 2025Q4: 20,550 shares 20,550 $1.77M 0.1% -19 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,060 shares; 2025Q1: 31,185 shares; 2025Q2: 31,481 shares; 2025Q3: 30,937 shares; 2025Q4: 51,676 shares 51,676 $1.77M 0.1% +20,739 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,708 shares; 2024Q4: 34,803 shares; 2025Q1: 34,521 shares; 2025Q2: 34,627 shares; 2025Q3: 19,972 shares; 2025Q4: 19,996 shares 19,996 $1.76M 0.1% +24 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,613 shares; 2024Q4: 32,936 shares; 2025Q1: 32,419 shares; 2025Q2: 27,042 shares; 2025Q3: 26,368 shares; 2025Q4: 25,088 shares 25,088 $1.75M 0.1% -1,280 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: not reported; 2024Q4: not reported; 2025Q1: 11,717 shares; 2025Q2: 12,786 shares; 2025Q3: 20,432 shares; 2025Q4: 32,889 shares 32,889 $1.74M 0.1% +12,457 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: 22,867 shares; 2024Q4: 20,400 shares; 2025Q1: 19,956 shares; 2025Q2: 19,551 shares; 2025Q3: 19,043 shares; 2025Q4: 18,052 shares 18,052 $1.73M 0.1% -991 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 2,004 shares; 2025Q1: 1,879 shares; 2025Q2: 1,872 shares; 2025Q3: 1,786 shares; 2025Q4: 17,827 shares 17,827 $1.67M 0.1% +16,041 Timeline IJUN 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: 13,892 shares; 2024Q4: 13,892 shares; 2025Q1: 41,855 shares; 2025Q2: 56,838 shares; 2025Q3: 57,032 shares; 2025Q4: 57,032 shares 57,032 $1.67M 0.1% 0 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR 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: 105,468 shares; 2025Q4: 107,945 shares 107,945 $1.65M 0.1% +2,477 Timeline IDEC 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: 53,248 shares; 2024Q4: 54,831 shares; 2025Q1: 57,023 shares; 2025Q2: 56,854 shares; 2025Q3: 53,547 shares; 2025Q4: 50,745 shares 50,745 $1.64M 0.1% -2,802 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,548 shares; 2024Q4: 19,525 shares; 2025Q1: 17,818 shares; 2025Q2: 17,109 shares; 2025Q3: 17,149 shares; 2025Q4: 15,719 shares 15,719 $1.63M 0.09% -1,430 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: 3,103 shares; 2024Q4: 3,681 shares; 2025Q1: 3,748 shares; 2025Q2: 3,211 shares; 2025Q3: 3,802 shares; 2025Q4: 4,071 shares 4,071 $1.61M 0.09% +269 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: 34,392 shares; 2024Q4: 34,140 shares; 2025Q1: 34,901 shares; 2025Q2: 34,264 shares; 2025Q3: 34,339 shares; 2025Q4: 34,848 shares 34,848 $1.6M 0.09% +509 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: 3,143 shares; 2024Q4: 3,332 shares; 2025Q1: 3,300 shares; 2025Q2: 3,297 shares; 2025Q3: 3,249 shares; 2025Q4: 5,195 shares 5,195 $1.6M 0.09% +1,946 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: 7,597 shares; 2024Q4: 8,014 shares; 2025Q1: 8,370 shares; 2025Q2: 13,744 shares; 2025Q3: 27,151 shares; 2025Q4: 27,791 shares 27,791 $1.59M 0.09% +640 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,931 shares; 2025Q1: 21,826 shares; 2025Q2: 28,986 shares; 2025Q3: 31,486 shares; 2025Q4: 32,536 shares 32,536 $1.58M 0.09% +1,050 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,348 shares; 2025Q1: 45,160 shares; 2025Q2: 45,232 shares; 2025Q3: 44,474 shares; 2025Q4: 49,383 shares 49,383 $1.56M 0.09% +4,909 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: 31,927 shares; 2024Q4: 35,660 shares; 2025Q1: 32,972 shares; 2025Q2: 32,666 shares; 2025Q3: 34,733 shares; 2025Q4: 33,895 shares 33,895 $1.54M 0.09% -838 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,161 shares; 2025Q1: 2,109 shares; 2025Q2: 2,099 shares; 2025Q3: 2,079 shares; 2025Q4: 2,020 shares 2,020 $1.52M 0.09% -59 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,948 shares; 2025Q1: 4,047 shares; 2025Q2: 4,174 shares; 2025Q3: 4,580 shares; 2025Q4: 4,958 shares 4,958 $1.51M 0.09% +378 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 9,457 shares; 2025Q1: 11,299 shares; 2025Q2: 11,259 shares; 2025Q3: 10,778 shares; 2025Q4: 9,329 shares 9,329 $1.49M 0.09% -1,449 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: 4,450 shares; 2024Q4: 4,333 shares; 2025Q1: 4,353 shares; 2025Q2: 4,336 shares; 2025Q3: 4,353 shares; 2025Q4: 4,205 shares 4,205 $1.48M 0.09% -148 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,275 shares; 2024Q4: 33,312 shares; 2025Q1: 32,565 shares; 2025Q2: 31,933 shares; 2025Q3: 31,475 shares; 2025Q4: 31,443 shares 31,443 $1.47M 0.09% -32 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,325 shares; 2024Q4: 20,996 shares; 2025Q1: 15,869 shares; 2025Q2: 17,688 shares; 2025Q3: 20,070 shares; 2025Q4: 28,907 shares 28,907 $1.45M 0.08% +8,837 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: 7,160 shares; 2024Q4: 7,452 shares; 2025Q1: 7,056 shares; 2025Q2: 6,985 shares; 2025Q3: 7,046 shares; 2025Q4: 7,446 shares 7,446 $1.45M 0.08% +400 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,596 shares; 2025Q1: 27,519 shares; 2025Q2: 27,877 shares; 2025Q3: 27,887 shares; 2025Q4: 27,905 shares 27,905 $1.39M 0.08% +18 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: 1,683 shares; 2024Q4: 7,714 shares; 2025Q1: 7,714 shares; 2025Q2: 7,752 shares; 2025Q3: 7,714 shares; 2025Q4: 7,531 shares 7,531 $1.39M 0.08% -183 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,003 shares; 2025Q1: 4,831 shares; 2025Q2: 5,934 shares; 2025Q3: 12,729 shares; 2025Q4: 17,039 shares 17,039 $1.38M 0.08% +4,310 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,655 shares; 2025Q3: 24,242 shares; 2025Q4: 50,290 shares 50,290 $1.38M 0.08% +26,048 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: 3,873 shares; 2024Q4: 4,130 shares; 2025Q1: 4,709 shares; 2025Q2: 5,037 shares; 2025Q3: 4,893 shares; 2025Q4: 6,200 shares 6,200 $1.36M 0.08% +1,307 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,928 shares; 2025Q1: 10,862 shares; 2025Q2: 29,560 shares; 2025Q3: 26,711 shares; 2025Q4: 26,840 shares 26,840 $1.36M 0.08% +129 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,267 shares; 2024Q4: 58,597 shares; 2025Q1: 53,632 shares; 2025Q2: 53,238 shares; 2025Q3: 51,703 shares; 2025Q4: 43,626 shares 43,626 $1.35M 0.08% -8,077 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 28,084 shares; 2025Q1: 28,084 shares; 2025Q2: 28,084 shares; 2025Q3: 13,337 shares; 2025Q4: 34,116 shares 34,116 $1.33M 0.08% +20,779 Timeline FNDX 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: 19,224 shares; 2024Q4: 50,123 shares; 2025Q1: 50,415 shares; 2025Q2: 50,431 shares; 2025Q3: 48,577 shares; 2025Q4: 48,631 shares 48,631 $1.32M 0.08% +54 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 5,665 shares; 2025Q1: 10,765 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares; 2025Q4: 22,730 shares 22,730 $1.32M 0.08% +11,286 Timeline USEP 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: 36,478 shares; 2024Q4: 33,110 shares; 2025Q1: 32,907 shares; 2025Q2: 27,390 shares; 2025Q3: 33,174 shares; 2025Q4: 33,174 shares 33,174 $1.3M 0.08% 0 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: 7,449 shares; 2024Q4: 7,283 shares; 2025Q1: 7,283 shares; 2025Q2: 29,283 shares; 2025Q3: 29,280 shares; 2025Q4: 28,180 shares 28,180 $1.25M 0.07% -1,100 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: 4,501 shares; 2024Q4: 4,183 shares; 2025Q1: 3,787 shares; 2025Q2: 3,797 shares; 2025Q3: 3,814 shares; 2025Q4: 3,811 shares 3,811 $1.25M 0.07% -3 Timeline UMAR 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: 36,399 shares; 2024Q4: 30,736 shares; 2025Q1: 30,681 shares; 2025Q2: 30,823 shares; 2025Q3: 30,823 shares; 2025Q4: 30,823 shares 30,823 $1.23M 0.07% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,972 shares; 2024Q4: 9,827 shares; 2025Q1: 9,611 shares; 2025Q2: 9,531 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares 9,350 $1.21M 0.07% 0 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: 9,078 shares; 2024Q4: 12,232 shares; 2025Q1: 12,399 shares; 2025Q2: 14,901 shares; 2025Q3: 14,119 shares; 2025Q4: 12,742 shares 12,742 $1.19M 0.07% -1,377 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: 1,117 shares; 2024Q4: 1,081 shares; 2025Q1: 1,206 shares; 2025Q2: 1,163 shares; 2025Q3: 2,761 shares; 2025Q4: 3,727 shares 3,727 $1.19M 0.07% +966 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,311 shares 77,311 $1.16M 0.07% new 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: 1,336 shares; 2024Q4: 1,334 shares; 2025Q1: 1,375 shares; 2025Q2: 1,329 shares; 2025Q3: 1,312 shares; 2025Q4: 1,313 shares 1,313 $1.15M 0.07% +1 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: 10,454 shares; 2024Q4: 9,703 shares; 2025Q1: 9,563 shares; 2025Q2: 9,385 shares; 2025Q3: 9,335 shares; 2025Q4: 7,961 shares 7,961 $1.14M 0.07% -1,374 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,107 shares; 2024Q4: 17,987 shares; 2025Q1: 18,040 shares; 2025Q2: 18,379 shares; 2025Q3: 18,211 shares; 2025Q4: 16,818 shares 16,818 $1.13M 0.07% -1,393 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,727 shares; 2024Q4: 17,075 shares; 2025Q1: 13,717 shares; 2025Q2: 12,617 shares; 2025Q3: 12,432 shares; 2025Q4: 14,261 shares 14,261 $1.08M 0.06% +1,829 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 10,178 shares; 2025Q1: 11,301 shares; 2025Q2: 11,363 shares; 2025Q3: 11,159 shares; 2025Q4: 11,157 shares 11,157 $1.06M 0.06% -2 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: 15,315 shares; 2024Q4: 15,200 shares; 2025Q1: 15,153 shares; 2025Q2: 14,169 shares; 2025Q3: 13,494 shares; 2025Q4: 13,212 shares 13,212 $1.06M 0.06% -282 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: 16,391 shares; 2024Q4: 14,576 shares; 2025Q1: 14,612 shares; 2025Q2: 14,672 shares; 2025Q3: 14,696 shares; 2025Q4: 15,024 shares 15,024 $1.05M 0.06% +328 Timeline OPRT OPORTUN FINL CORP More: the full row for OPORTUN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,313 shares; 2024Q4: 172,910 shares; 2025Q1: 196,543 shares; 2025Q2: 196,543 shares; 2025Q3: 196,543 shares; 2025Q4: 196,543 shares 196,543 $1.04M 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 5,846 shares; 2025Q1: 6,104 shares; 2025Q2: 5,967 shares; 2025Q3: 5,961 shares; 2025Q4: 5,845 shares 5,845 $1.04M 0.06% -116 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,399 shares; 2025Q1: 3,231 shares; 2025Q2: 3,050 shares; 2025Q3: 3,068 shares; 2025Q4: 3,077 shares 3,077 $1.04M 0.06% +9 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: 17,858 shares; 2024Q4: 15,658 shares; 2025Q1: 14,485 shares; 2025Q2: 14,185 shares; 2025Q3: 13,739 shares; 2025Q4: 13,342 shares 13,342 $1.03M 0.06% -397 Timeline RZG 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: 18,309 shares; 2024Q4: 18,837 shares; 2025Q1: 18,405 shares; 2025Q2: 18,816 shares; 2025Q3: 18,814 shares; 2025Q4: 18,815 shares 18,815 $1.02M 0.06% +1 Timeline BBAG 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: 448,419 shares; 2024Q4: 486,936 shares; 2025Q1: 32,050 shares; 2025Q2: 27,414 shares; 2025Q3: 24,624 shares; 2025Q4: 21,963 shares 21,963 $1.02M 0.06% -2,661 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 26,028 shares; 2025Q1: 24,103 shares; 2025Q2: 22,247 shares; 2025Q3: 22,247 shares; 2025Q4: 17,262 shares 17,262 $1.02M 0.06% -4,985 Timeline GINN 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: 281,036 shares; 2024Q4: 283,174 shares; 2025Q1: 16,673 shares; 2025Q2: 14,843 shares; 2025Q3: 13,837 shares; 2025Q4: 13,886 shares 13,886 $1.02M 0.06% +49 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 981 shares; 2025Q1: 1,907 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,640 shares 1,640 $989K 0.06% -60 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,631 shares; 2024Q4: 26,450 shares; 2025Q1: 25,846 shares; 2025Q2: 25,286 shares; 2025Q3: 25,301 shares; 2025Q4: 24,260 shares 24,260 $986K 0.06% -1,041 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: 5,788 shares; 2024Q4: 6,584 shares; 2025Q1: 6,208 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares; 2025Q4: 6,037 shares 6,037 $983K 0.06% -124 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,128 shares; 2025Q2: 23,482 shares; 2025Q3: 24,426 shares; 2025Q4: 24,870 shares 24,870 $963K 0.06% +444 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,957 shares; 2025Q3: 8,977 shares; 2025Q4: 9,017 shares 9,017 $962K 0.06% +40 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: 3,985 shares; 2024Q4: 4,270 shares; 2025Q1: 4,251 shares; 2025Q2: 4,261 shares; 2025Q3: 4,309 shares; 2025Q4: 4,479 shares 4,479 $959K 0.06% +170 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: 5,427 shares; 2024Q4: 5,244 shares; 2025Q1: 5,345 shares; 2025Q2: 5,207 shares; 2025Q3: 4,909 shares; 2025Q4: 4,909 shares 4,909 $958K 0.06% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,377 shares; 2025Q4: 21,546 shares 21,546 $946K 0.05% +169 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: 2,202 shares; 2024Q4: 2,351 shares; 2025Q1: 2,441 shares; 2025Q2: 2,619 shares; 2025Q3: 3,105 shares; 2025Q4: 2,996 shares 2,996 $916K 0.05% -109 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,950 shares; 2024Q4: 29,931 shares; 2025Q1: 34,259 shares; 2025Q2: 32,740 shares; 2025Q3: 26,143 shares; 2025Q4: 25,158 shares 25,158 $910K 0.05% -985 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 10,378 shares; 2025Q1: 10,101 shares; 2025Q2: 10,051 shares; 2025Q3: 9,961 shares; 2025Q4: 9,961 shares 9,961 $903K 0.05% 0 Timeline KAPR 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: 12,332 shares; 2024Q4: 11,040 shares; 2025Q1: 10,193 shares; 2025Q2: 27,934 shares; 2025Q3: 26,842 shares; 2025Q4: 25,556 shares 25,556 $898K 0.05% -1,286 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,588 shares 17,588 $893K 0.05% new 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: 14,191 shares; 2024Q4: 12,197 shares; 2025Q1: 10,400 shares; 2025Q2: 8,755 shares; 2025Q3: 8,320 shares; 2025Q4: 8,290 shares 8,290 $873K 0.05% -30 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: 76,414 shares; 2024Q4: 77,018 shares; 2025Q1: 8,906 shares; 2025Q2: 15,541 shares; 2025Q3: 21,126 shares; 2025Q4: 21,397 shares 21,397 $859K 0.05% +271 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: 974 shares; 2024Q4: 2,174 shares; 2025Q1: 2,194 shares; 2025Q2: 2,244 shares; 2025Q3: 2,284 shares; 2025Q4: 2,375 shares 2,375 $839K 0.05% +91 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,040 shares 22,040 $839K 0.05% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,559 shares; 2024Q4: 20,638 shares; 2025Q1: 19,583 shares; 2025Q2: 16,307 shares; 2025Q3: 14,068 shares; 2025Q4: 11,925 shares 11,925 $815K 0.05% -2,143 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,009 shares; 2025Q1: 19,089 shares; 2025Q2: 17,304 shares; 2025Q3: 17,308 shares; 2025Q4: 17,311 shares 17,311 $807K 0.05% +3 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: 13,551 shares; 2024Q4: 13,633 shares; 2025Q1: 14,302 shares; 2025Q2: 14,211 shares; 2025Q3: 14,538 shares; 2025Q4: 14,530 shares 14,530 $799K 0.05% -8 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: 5,952 shares; 2024Q4: 10,010 shares; 2025Q1: 10,431 shares; 2025Q2: 10,846 shares; 2025Q3: 10,874 shares; 2025Q4: 9,936 shares 9,936 $797K 0.05% -938 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,204 shares; 2024Q4: 19,004 shares; 2025Q1: 16,675 shares; 2025Q2: 16,689 shares; 2025Q3: 16,407 shares; 2025Q4: 16,331 shares 16,331 $796K 0.05% -76 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,672 shares; 2025Q1: 22,221 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares; 2025Q4: 13,243 shares 13,243 $788K 0.05% 0 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: 8,869 shares; 2025Q1: 8,957 shares; 2025Q2: 11,709 shares; 2025Q3: 13,824 shares; 2025Q4: 12,149 shares 12,149 $783K 0.05% -1,675 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: 7,183 shares; 2024Q4: 7,853 shares; 2025Q1: 7,920 shares; 2025Q2: 7,852 shares; 2025Q3: 13,094 shares; 2025Q4: 6,165 shares 6,165 $772K 0.04% -6,929 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,463 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,350 shares 9,350 $771K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 796 shares; 2025Q1: 888 shares; 2025Q2: 989 shares; 2025Q3: 986 shares; 2025Q4: 1,169 shares 1,169 $764K 0.04% +183 Timeline GPIQ 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: 14,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares 14,450 $764K 0.04% 0 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: 1,728 shares; 2024Q4: 2,110 shares; 2025Q1: 2,187 shares; 2025Q2: 2,201 shares; 2025Q3: 2,232 shares; 2025Q4: 2,052 shares 2,052 $759K 0.04% -180 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 7,200 shares; 2025Q1: 6,338 shares; 2025Q2: 5,718 shares; 2025Q3: 8,124 shares; 2025Q4: 9,106 shares 9,106 $754K 0.04% +982 Timeline RSPT 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: 16,863 shares; 2024Q4: 16,863 shares; 2025Q1: 16,352 shares; 2025Q2: 16,354 shares; 2025Q3: 16,355 shares; 2025Q4: 16,357 shares 16,357 $744K 0.04% +2 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: 5,414 shares; 2024Q4: 5,414 shares; 2025Q1: 5,909 shares; 2025Q2: 5,861 shares; 2025Q3: 5,954 shares; 2025Q4: 6,000 shares 6,000 $740K 0.04% +46 Timeline RSPU 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: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 9,668 shares; 2025Q2: 9,675 shares; 2025Q3: 9,697 shares; 2025Q4: 9,807 shares 9,807 $733K 0.04% +110 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,902 shares 9,902 $732K 0.04% new 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: 3,254 shares; 2024Q4: 5,000 shares; 2025Q1: 4,913 shares; 2025Q2: 4,919 shares; 2025Q3: 4,910 shares; 2025Q4: 4,544 shares 4,544 $729K 0.04% -366 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,729 shares; 2025Q1: 4,256 shares; 2025Q2: 3,348 shares; 2025Q3: 3,910 shares; 2025Q4: 4,034 shares 4,034 $717K 0.04% +124 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: 51,524 shares; 2024Q4: 48,679 shares; 2025Q1: 43,405 shares; 2025Q2: 41,380 shares; 2025Q3: 40,691 shares; 2025Q4: 39,174 shares 39,174 $714K 0.04% -1,517 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,523 shares; 2025Q1: 3,180 shares; 2025Q2: 3,114 shares; 2025Q3: 3,092 shares; 2025Q4: 2,457 shares 2,457 $713K 0.04% -635 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,488 shares; 2024Q4: 10,073 shares; 2025Q1: 9,531 shares; 2025Q2: 9,513 shares; 2025Q3: 8,736 shares; 2025Q4: 8,629 shares 8,629 $712K 0.04% -107 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,278 shares; 2024Q4: 8,058 shares; 2025Q1: 7,857 shares; 2025Q2: 7,574 shares; 2025Q3: 7,502 shares; 2025Q4: 6,847 shares 6,847 $701K 0.04% -655 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: 10,486 shares; 2024Q4: 10,486 shares; 2025Q1: 11,156 shares; 2025Q2: 11,392 shares; 2025Q3: 11,475 shares; 2025Q4: 11,494 shares 11,494 $691K 0.04% +19 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: 370,336 shares; 2024Q4: 416,939 shares; 2025Q1: 17,963 shares; 2025Q2: 17,016 shares; 2025Q3: 15,448 shares; 2025Q4: 15,441 shares 15,441 $686K 0.04% -7 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: 14,549 shares; 2024Q4: 14,609 shares; 2025Q1: 14,611 shares; 2025Q2: 14,610 shares; 2025Q3: 14,927 shares; 2025Q4: 15,379 shares 15,379 $684K 0.04% +452 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: 11,190 shares; 2024Q4: 10,956 shares; 2025Q1: 11,064 shares; 2025Q2: 10,755 shares; 2025Q3: 10,912 shares; 2025Q4: 11,220 shares 11,220 $675K 0.04% +308 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,973 shares; 2024Q4: 24,204 shares; 2025Q1: 21,093 shares; 2025Q2: 19,901 shares; 2025Q3: 16,656 shares; 2025Q4: 10,282 shares 10,282 $666K 0.04% -6,374 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 5,564 shares 5,564 $664K 0.04% +3,132 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: 9,665 shares; 2024Q4: 9,183 shares; 2025Q1: 8,994 shares; 2025Q2: 8,002 shares; 2025Q3: 8,081 shares; 2025Q4: 8,312 shares 8,312 $663K 0.04% +231 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 959 shares; 2025Q2: 931 shares; 2025Q3: 1,016 shares; 2025Q4: 966 shares 966 $651K 0.04% -50 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: 7,070 shares; 2024Q4: 7,034 shares; 2025Q1: 6,974 shares; 2025Q2: 23,691 shares; 2025Q3: 17,903 shares; 2025Q4: 13,802 shares 13,802 $642K 0.04% -4,101 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: 1,930 shares; 2024Q4: 2,440 shares; 2025Q1: 2,615 shares; 2025Q2: 2,560 shares; 2025Q3: 2,500 shares; 2025Q4: 2,441 shares 2,441 $641K 0.04% -59 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,274 shares; 2025Q2: 3,272 shares; 2025Q3: 2,883 shares; 2025Q4: 2,278 shares 2,278 $635K 0.04% -605 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 1,261 shares; 2025Q4: 1,331 shares 1,331 $630K 0.04% +70 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: 9,095 shares; 2025Q1: 9,194 shares; 2025Q2: 9,108 shares; 2025Q3: 9,230 shares; 2025Q4: 9,226 shares 9,226 $620K 0.04% -4 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: 7,171 shares; 2024Q4: 7,171 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 6,942 shares 6,942 $605K 0.04% -199 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,636 shares; 2024Q4: 14,798 shares; 2025Q1: 26,391 shares; 2025Q2: 25,325 shares; 2025Q3: 25,458 shares; 2025Q4: 23,957 shares 23,957 $603K 0.03% -1,501 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,484 shares; 2025Q1: 4,965 shares; 2025Q2: 4,874 shares; 2025Q3: 4,884 shares; 2025Q4: 11,883 shares 11,883 $601K 0.03% +6,999 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: 669 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,085 shares; 2025Q4: 1,087 shares 1,087 $601K 0.03% +2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,416 shares; 2025Q1: 4,213 shares; 2025Q2: 4,195 shares; 2025Q3: 4,987 shares; 2025Q4: 5,425 shares 5,425 $598K 0.03% +438 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: 4,439 shares; 2024Q4: 4,327 shares; 2025Q1: 4,419 shares; 2025Q2: 3,980 shares; 2025Q3: 4,075 shares; 2025Q4: 3,919 shares 3,919 $597K 0.03% -156 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: not reported; 2024Q4: 1,183 shares; 2025Q1: 1,253 shares; 2025Q2: 1,244 shares; 2025Q3: 2,496 shares; 2025Q4: 2,419 shares 2,419 $595K 0.03% -77 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,481 shares; 2025Q1: 1,564 shares; 2025Q2: 1,537 shares; 2025Q3: 1,563 shares; 2025Q4: 1,638 shares 1,638 $590K 0.03% +75 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 3,095 shares; 2025Q4: 4,691 shares 4,691 $583K 0.03% +1,596 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 8,129 shares; 2025Q3: 8,129 shares; 2025Q4: 8,129 shares 8,129 $576K 0.03% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 4,449 shares 4,449 $562K 0.03% +273 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: 1,948 shares; 2024Q4: 4,039 shares; 2025Q1: 3,100 shares; 2025Q2: 2,968 shares; 2025Q3: 4,078 shares; 2025Q4: 3,969 shares 3,969 $560K 0.03% -109 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: 6,313 shares; 2024Q4: 5,909 shares; 2025Q1: 5,251 shares; 2025Q2: 4,999 shares; 2025Q3: 5,060 shares; 2025Q4: 4,901 shares 4,901 $558K 0.03% -159 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 5,903 shares; 2025Q1: 5,906 shares; 2025Q2: 6,116 shares; 2025Q3: 8,078 shares; 2025Q4: 5,638 shares 5,638 $551K 0.03% -2,440 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: 7,425 shares; 2024Q4: 7,316 shares; 2025Q1: 7,039 shares; 2025Q2: 6,558 shares; 2025Q3: 6,430 shares; 2025Q4: 12,283 shares 12,283 $549K 0.03% +5,853 Timeline ISEP 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: 19,137 shares; 2024Q4: 19,496 shares; 2025Q1: 21,068 shares; 2025Q2: 16,815 shares; 2025Q3: 16,652 shares; 2025Q4: 16,652 shares 16,652 $543K 0.03% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 24,560 shares; 2025Q1: 24,560 shares; 2025Q2: 20,644 shares; 2025Q3: 20,663 shares; 2025Q4: 20,687 shares 20,687 $533K 0.03% +24 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 387 shares; 2025Q2: 374 shares; 2025Q3: 437 shares; 2025Q4: 437 shares 437 $531K 0.03% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 10,467 shares; 2025Q1: 10,183 shares; 2025Q2: 10,865 shares; 2025Q3: 12,010 shares; 2025Q4: 11,341 shares 11,341 $530K 0.03% -669 Timeline XLRE 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: 18,535 shares; 2024Q4: 17,438 shares; 2025Q1: 17,246 shares; 2025Q2: 15,091 shares; 2025Q3: 14,539 shares; 2025Q4: 13,036 shares 13,036 $526K 0.03% -1,503 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,106 shares; 2025Q1: 6,688 shares; 2025Q2: 6,688 shares; 2025Q3: 6,689 shares; 2025Q4: 6,689 shares 6,689 $525K 0.03% 0 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: 2,267 shares; 2024Q4: 2,245 shares; 2025Q1: 2,273 shares; 2025Q2: 2,141 shares; 2025Q3: 1,997 shares; 2025Q4: 1,967 shares 1,967 $521K 0.03% -30 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 17,360 shares; 2025Q1: 17,360 shares; 2025Q2: 17,360 shares; 2025Q3: 17,360 shares; 2025Q4: 17,360 shares 17,360 $519K 0.03% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 3,978 shares; 2025Q1: 3,859 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,872 shares 3,872 $517K 0.03% 0 Timeline URA 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: 4,626 shares; 2025Q4: 12,083 shares 12,083 $516K 0.03% +7,457 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: 5,102 shares; 2024Q4: 5,102 shares; 2025Q1: 5,087 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares 5,090 $508K 0.03% 0 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 8,255 shares; 2025Q4: 15,592 shares 15,592 $507K 0.03% +7,337 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 6,610 shares; 2025Q3: 6,460 shares; 2025Q4: 7,086 shares 7,086 $506K 0.03% +626 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 9,248 shares; 2025Q3: 10,330 shares; 2025Q4: 10,523 shares 10,523 $500K 0.03% +193 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,534 shares; 2025Q1: 6,534 shares; 2025Q2: 6,534 shares; 2025Q3: 6,534 shares; 2025Q4: 6,683 shares 6,683 $500K 0.03% +149 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: 3,395 shares; 2024Q4: 3,400 shares; 2025Q1: 3,356 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 3,165 shares 3,165 $491K 0.03% -50 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares 2,375 $488K 0.03% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,989 shares; 2025Q4: 8,771 shares 8,771 $487K 0.03% +4,782 Timeline IAUG 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: 17,819 shares; 2024Q4: 17,819 shares; 2025Q1: 17,819 shares; 2025Q2: 17,819 shares; 2025Q3: 17,120 shares; 2025Q4: 17,120 shares 17,120 $487K 0.03% 0 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,064 shares; 2025Q3: 8,322 shares; 2025Q4: 9,715 shares 9,715 $483K 0.03% +1,393 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: 5,235 shares; 2024Q4: 5,270 shares; 2025Q1: 5,443 shares; 2025Q2: 5,354 shares; 2025Q3: 5,367 shares; 2025Q4: 5,367 shares 5,367 $480K 0.03% 0 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: 7,505 shares; 2024Q4: 23,300 shares; 2025Q1: 17,362 shares; 2025Q2: 16,289 shares; 2025Q3: 15,818 shares; 2025Q4: 15,804 shares 15,804 $475K 0.03% -14 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,591 shares; 2025Q1: 2,980 shares; 2025Q2: 2,754 shares; 2025Q3: 2,829 shares; 2025Q4: 2,810 shares 2,810 $474K 0.03% -19 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: 11,664 shares; 2024Q4: 11,504 shares; 2025Q1: 11,439 shares; 2025Q2: 9,385 shares; 2025Q3: 9,406 shares; 2025Q4: 8,865 shares 8,865 $473K 0.03% -541 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: 12,162 shares; 2024Q4: 10,763 shares; 2025Q1: 10,309 shares; 2025Q2: 10,856 shares; 2025Q3: 10,493 shares; 2025Q4: 11,379 shares 11,379 $463K 0.03% +886 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: not reported; 2024Q4: 7,697 shares; 2025Q1: 8,801 shares; 2025Q2: 12,751 shares; 2025Q3: 12,787 shares; 2025Q4: 12,951 shares 12,951 $462K 0.03% +164 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: 3,393 shares; 2024Q4: 2,711 shares; 2025Q1: 2,630 shares; 2025Q2: 2,610 shares; 2025Q3: 2,678 shares; 2025Q4: 2,401 shares 2,401 $460K 0.03% -277 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: 3,467 shares; 2025Q1: 3,529 shares; 2025Q2: 3,492 shares; 2025Q3: 3,501 shares; 2025Q4: 3,504 shares 3,504 $459K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,083 shares; 2025Q4: 9,074 shares 9,074 $452K 0.03% -9 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,708 shares 3,708 $443K 0.03% +1,854 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares 2,539 $437K 0.03% new 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: 6,329 shares; 2024Q4: 6,100 shares; 2025Q1: 5,897 shares; 2025Q2: 5,833 shares; 2025Q3: 5,621 shares; 2025Q4: 5,181 shares 5,181 $436K 0.03% -440 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: 236 shares; 2025Q1: 323 shares; 2025Q2: 343 shares; 2025Q3: 354 shares; 2025Q4: 400 shares 400 $429K 0.02% +46 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: 6,201 shares; 2024Q4: 7,654 shares; 2025Q1: 7,675 shares; 2025Q2: 7,634 shares; 2025Q3: 7,661 shares; 2025Q4: 7,407 shares 7,407 $427K 0.02% -254 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 140,546 shares; 2025Q1: 17,133 shares; 2025Q2: 16,084 shares; 2025Q3: 14,955 shares; 2025Q4: 14,936 shares 14,936 $425K 0.02% -19 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $417K 0.02% 0 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: 1,505 shares; 2024Q4: 1,615 shares; 2025Q1: 1,548 shares; 2025Q2: 1,558 shares; 2025Q3: 1,419 shares; 2025Q4: 1,420 shares 1,420 $412K 0.02% +1 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 4,552 shares; 2025Q1: 3,949 shares; 2025Q2: 3,949 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares 3,951 $408K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,380 shares; 2025Q4: 2,383 shares 2,383 $408K 0.02% +3 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 10,852 shares; 2025Q1: 10,869 shares; 2025Q2: 10,845 shares; 2025Q3: 10,888 shares; 2025Q4: 10,992 shares 10,992 $405K 0.02% +104 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: 551 shares; 2024Q4: 591 shares; 2025Q1: 603 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 493 shares 493 $404K 0.02% -2 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,097 shares 5,097 $402K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,845 shares; 2025Q1: 3,783 shares; 2025Q2: 3,786 shares; 2025Q3: 3,847 shares; 2025Q4: 3,998 shares 3,998 $399K 0.02% +151 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,902 shares; 2025Q1: 1,870 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,837 shares 1,837 $393K 0.02% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 4,468 shares; 2025Q1: 4,343 shares; 2025Q2: 3,981 shares; 2025Q3: 4,164 shares; 2025Q4: 4,079 shares 4,079 $392K 0.02% -85 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,166 shares; 2025Q1: 3,136 shares; 2025Q2: 3,129 shares; 2025Q3: 2,793 shares; 2025Q4: 2,777 shares 2,777 $392K 0.02% -16 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares 73 $391K 0.02% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,635 shares; 2024Q4: 12,323 shares; 2025Q1: 10,438 shares; 2025Q2: 9,347 shares; 2025Q3: 9,347 shares; 2025Q4: 8,991 shares 8,991 $385K 0.02% -356 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: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,886 shares; 2025Q2: 1,729 shares; 2025Q3: 1,604 shares; 2025Q4: 1,489 shares 1,489 $383K 0.02% -115 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 8,097 shares; 2025Q4: 8,331 shares 8,331 $379K 0.02% +234 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,979 shares; 2024Q4: 24,313 shares; 2025Q1: 14,892 shares; 2025Q2: 13,131 shares; 2025Q3: 12,654 shares; 2025Q4: 10,688 shares 10,688 $379K 0.02% -1,966 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,924 shares; 2025Q4: 10,337 shares 10,337 $373K 0.02% +3,413 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: 7,924 shares; 2024Q4: 7,924 shares; 2025Q1: 7,924 shares; 2025Q2: 7,924 shares; 2025Q3: 7,924 shares; 2025Q4: 7,924 shares 7,924 $373K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,511 shares; 2025Q4: 1,515 shares 1,515 $367K 0.02% +4 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: 3,065 shares; 2024Q4: 3,027 shares; 2025Q1: 2,976 shares; 2025Q2: 2,939 shares; 2025Q3: 2,443 shares; 2025Q4: 2,628 shares 2,628 $366K 0.02% +185 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772 shares 4,772 $358K 0.02% new Timeline QYLD 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: 15,609 shares; 2025Q4: 20,037 shares 20,037 $354K 0.02% +4,428 Timeline FDD 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: 21,080 shares; 2024Q4: 15,305 shares; 2025Q1: 15,875 shares; 2025Q2: 16,543 shares; 2025Q3: 19,304 shares; 2025Q4: 20,124 shares 20,124 $352K 0.02% +820 Timeline BSCT 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: 57,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,659 shares 18,659 $351K 0.02% new 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: 1,694 shares; 2024Q4: 1,625 shares; 2025Q1: 1,598 shares; 2025Q2: 1,648 shares; 2025Q3: 1,567 shares; 2025Q4: 1,554 shares 1,554 $351K 0.02% -13 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,624 shares; 2024Q4: 8,265 shares; 2025Q1: 6,307 shares; 2025Q2: 6,102 shares; 2025Q3: 6,110 shares; 2025Q4: 4,984 shares 4,984 $346K 0.02% -1,126 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,792 shares 6,792 $345K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 7,327 shares; 2025Q1: 7,766 shares; 2025Q2: 7,265 shares; 2025Q3: 7,235 shares; 2025Q4: 7,124 shares 7,124 $344K 0.02% -111 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,607 shares 1,607 $343K 0.02% +488 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: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,708 shares; 2025Q4: 7,584 shares 7,584 $343K 0.02% -124 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: 776 shares; 2024Q4: 706 shares; 2025Q1: 708 shares; 2025Q2: 699 shares; 2025Q3: 764 shares; 2025Q4: 736 shares 736 $343K 0.02% -28 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: 319 shares; 2024Q4: 442 shares; 2025Q1: 347 shares; 2025Q2: 339 shares; 2025Q3: 338 shares; 2025Q4: 339 shares 339 $342K 0.02% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,944 shares; 2024Q4: 21,993 shares; 2025Q1: 21,860 shares; 2025Q2: 16,274 shares; 2025Q3: 15,758 shares; 2025Q4: 25,982 shares 25,982 $341K 0.02% +10,224 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 11,561 shares; 2025Q1: 9,974 shares; 2025Q2: 10,517 shares; 2025Q3: 9,414 shares; 2025Q4: 9,207 shares 9,207 $340K 0.02% -207 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 11,716 shares; 2025Q1: 12,415 shares; 2025Q2: 12,509 shares; 2025Q3: 12,859 shares; 2025Q4: 12,950 shares 12,950 $340K 0.02% +91 Timeline VGK 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: 4,056 shares; 2024Q4: 4,057 shares; 2025Q1: 4,057 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,059 shares 4,059 $339K 0.02% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,176 shares; 2025Q1: 1,181 shares; 2025Q2: 1,155 shares; 2025Q3: 1,159 shares; 2025Q4: 1,168 shares 1,168 $336K 0.02% +9 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares 3,526 $332K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,528 shares; 2025Q1: 1,532 shares; 2025Q2: 1,484 shares; 2025Q3: 1,460 shares; 2025Q4: 1,493 shares 1,493 $328K 0.02% +33 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,082 shares; 2025Q1: 17,082 shares; 2025Q2: 16,292 shares; 2025Q3: 14,343 shares; 2025Q4: 14,343 shares 14,343 $328K 0.02% 0 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: 132,197 shares; 2024Q4: 131,600 shares; 2025Q1: 7,893 shares; 2025Q2: 5,377 shares; 2025Q3: 4,679 shares; 2025Q4: 3,753 shares 3,753 $327K 0.02% -926 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: 2,163 shares; 2024Q4: 2,037 shares; 2025Q1: 2,056 shares; 2025Q2: 1,931 shares; 2025Q3: 1,941 shares; 2025Q4: 2,106 shares 2,106 $325K 0.02% +165 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: 5,114 shares; 2024Q4: 5,096 shares; 2025Q1: 4,258 shares; 2025Q2: 4,193 shares; 2025Q3: 4,143 shares; 2025Q4: 4,085 shares 4,085 $323K 0.02% -58 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: 1,642 shares; 2024Q4: 1,576 shares; 2025Q1: 1,427 shares; 2025Q2: 1,397 shares; 2025Q3: 1,316 shares; 2025Q4: 1,242 shares 1,242 $322K 0.02% -74 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: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,031 shares; 2025Q2: 1,022 shares; 2025Q3: 1,018 shares; 2025Q4: 1,305 shares 1,305 $321K 0.02% +287 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,946 shares; 2025Q2: 11,812 shares; 2025Q3: 11,784 shares; 2025Q4: 10,667 shares 10,667 $319K 0.02% -1,117 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares 1,501 $318K 0.02% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,051 shares; 2025Q1: 13,417 shares; 2025Q2: 7,775 shares; 2025Q3: 7,413 shares; 2025Q4: 7,295 shares 7,295 $318K 0.02% -118 Timeline EAPR 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: 26,190 shares; 2024Q4: 22,791 shares; 2025Q1: 12,810 shares; 2025Q2: 12,797 shares; 2025Q3: 12,386 shares; 2025Q4: 10,639 shares 10,639 $316K 0.02% -1,747 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,767 shares; 2025Q1: 3,785 shares; 2025Q2: 3,788 shares; 2025Q3: 3,791 shares; 2025Q4: 2,949 shares 2,949 $316K 0.02% -842 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,100 shares 9,100 $314K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,478 shares; 2025Q1: 979 shares; 2025Q2: 906 shares; 2025Q3: 899 shares; 2025Q4: 895 shares 895 $313K 0.02% -4 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,132 shares; 2025Q1: 7,093 shares; 2025Q2: 7,114 shares; 2025Q3: 7,064 shares; 2025Q4: 7,048 shares 7,048 $307K 0.02% -16 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,398 shares; 2025Q1: 2,356 shares; 2025Q2: 2,209 shares; 2025Q3: 2,198 shares; 2025Q4: 2,139 shares 2,139 $307K 0.02% -59 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,244 shares; 2025Q1: 5,242 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares; 2025Q4: 5,237 shares 5,237 $307K 0.02% -29 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: 4,441 shares; 2024Q4: 4,440 shares; 2025Q1: 5,275 shares; 2025Q2: 5,251 shares; 2025Q3: 5,402 shares; 2025Q4: 5,421 shares 5,421 $306K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,360 shares 5,360 $305K 0.02% new 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: 3,840 shares; 2024Q4: 4,340 shares; 2025Q1: 4,443 shares; 2025Q2: 3,908 shares; 2025Q3: 5,305 shares; 2025Q4: 5,225 shares 5,225 $304K 0.02% -80 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 10,213 shares; 2025Q1: 9,773 shares; 2025Q2: 8,865 shares; 2025Q3: 8,873 shares; 2025Q4: 8,674 shares 8,674 $301K 0.02% -199 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,047 shares 6,047 $299K 0.02% new Timeline TMFC 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: 6,739 shares; 2024Q4: 6,008 shares; 2025Q1: 5,199 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,141 shares 4,141 $297K 0.02% -299 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: 39,023 shares; 2024Q4: 39,916 shares; 2025Q1: 3,122 shares; 2025Q2: 2,592 shares; 2025Q3: 2,451 shares; 2025Q4: 2,288 shares 2,288 $295K 0.02% -163 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares 2,874 $294K 0.02% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,326 shares; 2025Q1: 3,276 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,278 shares 3,278 $292K 0.02% +1 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 6,645 shares; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 4,974 shares; 2025Q4: 6,115 shares 6,115 $292K 0.02% +1,141 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: not reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,534 shares; 2025Q3: 1,586 shares; 2025Q4: 1,592 shares 1,592 $292K 0.02% +6 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares 2,485 $290K 0.02% new 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: 28,605 shares; 2024Q4: 19,603 shares; 2025Q1: 16,678 shares; 2025Q2: 14,888 shares; 2025Q3: 14,665 shares; 2025Q4: 11,483 shares 11,483 $286K 0.02% -3,182 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,387 shares; 2025Q4: 1,390 shares 1,390 $285K 0.02% +3 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 6,966 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 4,963 shares; 2025Q4: 4,963 shares 4,963 $283K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,396 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares 1,351 $283K 0.02% 0 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: 4,183 shares; 2024Q4: 4,034 shares; 2025Q1: 4,116 shares; 2025Q2: 3,828 shares; 2025Q3: 3,579 shares; 2025Q4: 3,583 shares 3,583 $282K 0.02% +4 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,071 shares; 2025Q1: 1,040 shares; 2025Q2: 1,023 shares; 2025Q3: 1,125 shares; 2025Q4: 1,165 shares 1,165 $281K 0.02% +40 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,180 shares; 2025Q1: 1,275 shares; 2025Q2: 1,276 shares; 2025Q3: 1,300 shares; 2025Q4: 1,440 shares 1,440 $280K 0.02% +140 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,768 shares; 2025Q2: 7,770 shares; 2025Q3: 7,681 shares; 2025Q4: 8,500 shares 8,500 $280K 0.02% +819 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,416 shares; 2024Q4: 54,393 shares; 2025Q1: 48,202 shares; 2025Q2: 2,881 shares; 2025Q3: 2,688 shares; 2025Q4: 2,607 shares 2,607 $279K 0.02% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 486 shares 486 $277K 0.02% +58 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,274 shares; 2025Q1: 3,080 shares; 2025Q2: 3,068 shares; 2025Q3: 3,028 shares; 2025Q4: 3,041 shares 3,041 $277K 0.02% +13 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: 97 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81 $275K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 5,768 shares; 2025Q3: 5,801 shares; 2025Q4: 5,724 shares 5,724 $274K 0.02% -77 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 6,667 shares; 2025Q1: 6,433 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,487 shares 6,487 $269K 0.02% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 10,246 shares; 2025Q1: 11,076 shares; 2025Q2: 12,691 shares; 2025Q3: 13,244 shares; 2025Q4: 10,629 shares 10,629 $268K 0.02% -2,615 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: 3,610 shares; 2024Q4: 3,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,923 shares; 2025Q4: 3,858 shares 3,858 $268K 0.02% -65 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: 3,618 shares; 2024Q4: 2,703 shares; 2025Q1: 2,836 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 3,197 shares 3,197 $268K 0.02% +380 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,630 shares; 2025Q4: 3,634 shares 3,634 $264K 0.02% +4 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: 93,338 shares; 2024Q4: 93,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares; 2025Q4: 1,954 shares 1,954 $264K 0.02% +27 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 7,874 shares; 2025Q2: 7,874 shares; 2025Q3: 7,874 shares; 2025Q4: 7,874 shares 7,874 $263K 0.02% 0 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: 1,769 shares; 2024Q4: 1,621 shares; 2025Q1: 1,585 shares; 2025Q2: 1,495 shares; 2025Q3: 1,453 shares; 2025Q4: 1,394 shares 1,394 $262K 0.02% -59 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,194 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares 4,449 $261K 0.02% 0 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: 6,718 shares; 2024Q4: 6,352 shares; 2025Q1: 5,956 shares; 2025Q2: 1,344 shares; 2025Q3: 1,115 shares; 2025Q4: 1,131 shares 1,131 $259K 0.02% +16 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,773 shares; 2025Q1: 3,776 shares; 2025Q2: 3,779 shares; 2025Q3: 3,518 shares; 2025Q4: 3,519 shares 3,519 $259K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 7,302 shares; 2025Q2: 7,654 shares; 2025Q3: 7,293 shares; 2025Q4: 7,429 shares 7,429 $257K 0.01% +136 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,285 shares; 2025Q1: 6,285 shares; 2025Q2: 6,308 shares; 2025Q3: not reported; 2025Q4: 6,176 shares 6,176 $255K 0.01% new 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: not reported; 2024Q4: 1,343 shares; 2025Q1: 1,317 shares; 2025Q2: 1,215 shares; 2025Q3: 1,200 shares; 2025Q4: 1,201 shares 1,201 $254K 0.01% +1 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 810 shares; 2025Q1: 785 shares; 2025Q2: 718 shares; 2025Q3: 706 shares; 2025Q4: 706 shares 706 $252K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,773 shares 2,773 $245K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,581 shares; 2025Q4: 2,470 shares 2,470 $245K 0.01% -111 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 7,955 shares; 2025Q1: 7,587 shares; 2025Q2: 7,600 shares; 2025Q3: 5,091 shares; 2025Q4: 4,896 shares 4,896 $245K 0.01% -195 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 7,129 shares; 2025Q1: 7,928 shares; 2025Q2: 6,911 shares; 2025Q3: 6,344 shares; 2025Q4: 5,922 shares 5,922 $244K 0.01% -422 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 2,821 shares; 2025Q2: 2,419 shares; 2025Q3: 2,420 shares; 2025Q4: 2,372 shares 2,372 $242K 0.01% -48 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,233 shares; 2025Q4: 5,404 shares 5,404 $240K 0.01% -829 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 4,519 shares; 2025Q1: 4,520 shares; 2025Q2: 4,521 shares; 2025Q3: 4,624 shares; 2025Q4: 4,625 shares 4,625 $239K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,279 shares 4,279 $234K 0.01% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,134 shares; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,068 shares; 2025Q4: 4,090 shares 4,090 $234K 0.01% +22 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: 391 shares; 2024Q4: 385 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301 shares 301 $232K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,433 shares 1,433 $231K 0.01% -175 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 4,381 shares 4,381 $230K 0.01% +396 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares 833 $229K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,827 shares 3,827 $229K 0.01% new Timeline FTSL 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: 4,380 shares; 2025Q4: 4,959 shares 4,959 $228K 0.01% +579 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,296 shares; 2025Q2: 3,443 shares; 2025Q3: 3,616 shares; 2025Q4: 3,443 shares 3,443 $227K 0.01% -173 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: 102,524 shares; 2024Q4: 104,022 shares; 2025Q1: 7,730 shares; 2025Q2: 6,437 shares; 2025Q3: 5,265 shares; 2025Q4: 4,210 shares 4,210 $227K 0.01% -1,055 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,956 shares; 2025Q4: 5,971 shares 5,971 $227K 0.01% +15 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 55,694 shares; 2025Q1: 3,077 shares; 2025Q2: 2,488 shares; 2025Q3: 2,288 shares; 2025Q4: 2,282 shares 2,282 $227K 0.01% -6 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 3,562 shares; 2025Q2: 2,782 shares; 2025Q3: 2,783 shares; 2025Q4: 2,785 shares 2,785 $226K 0.01% +2 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,603 shares 2,603 $223K 0.01% new Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,046 shares; 2025Q3: 5,046 shares; 2025Q4: 5,046 shares 5,046 $222K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,928 shares 4,928 $219K 0.01% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares 4,289 $217K 0.01% new 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: 3,938 shares; 2024Q4: 3,706 shares; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,781 shares; 2025Q4: 2,783 shares 2,783 $216K 0.01% +2 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: 3,159 shares; 2024Q4: 3,121 shares; 2025Q1: 3,359 shares; 2025Q2: 2,766 shares; 2025Q3: 2,832 shares; 2025Q4: 2,264 shares 2,264 $216K 0.01% -568 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,014 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,918 shares; 2025Q4: 2,799 shares 2,799 $214K 0.01% -119 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 8,364 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares 8,061 $214K 0.01% 0 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: 1,660 shares; 2024Q4: 1,466 shares; 2025Q1: 1,173 shares; 2025Q2: 1,161 shares; 2025Q3: 1,229 shares; 2025Q4: 1,220 shares 1,220 $212K 0.01% -9 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,108 shares; 2025Q2: 8,827 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares 9,182 $211K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,582 shares; 2025Q4: 6,582 shares 6,582 $211K 0.01% 0 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: 3,188 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,309 shares 2,309 $210K 0.01% +9 Timeline JVAL 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: 5,388 shares; 2025Q1: 5,009 shares; 2025Q2: 4,542 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares 4,278 $210K 0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,067 shares 2,067 $210K 0.01% new Timeline IBTH ISHARES TR More: 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: 9,466 shares; 2025Q1: 9,466 shares; 2025Q2: 9,466 shares; 2025Q3: 9,223 shares; 2025Q4: 9,223 shares 9,223 $207K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 6,993 shares; 2025Q1: 6,935 shares; 2025Q2: 6,728 shares; 2025Q3: 6,389 shares; 2025Q4: 6,101 shares 6,101 $206K 0.01% -288 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,783 shares 2,783 $205K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares 997 $205K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,433 shares 1,433 $202K 0.01% -36 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,784 shares 3,784 $202K 0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 832 shares 832 $201K 0.01% new 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: not reported; 2024Q4: 3,917 shares; 2025Q1: 3,897 shares; 2025Q2: 3,858 shares; 2025Q3: 3,754 shares; 2025Q4: 3,730 shares 3,730 $201K 0.01% -24 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,251 shares; 2024Q4: 36,619 shares; 2025Q1: 1,534 shares; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 981 shares 981 $201K 0.01% -50 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 24,118 shares; 2025Q1: 21,133 shares; 2025Q2: 21,221 shares; 2025Q3: 21,247 shares; 2025Q4: 19,242 shares 19,242 $198K 0.01% -2,005 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 2,055 shares 2,055 $197K 0.01% +346 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,517 shares; 2024Q4: 23,167 shares; 2025Q1: 23,283 shares; 2025Q2: 23,711 shares; 2025Q3: 23,635 shares; 2025Q4: 24,179 shares 24,179 $196K 0.01% +544 Timeline SMB 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: 11,048 shares; 2024Q4: 11,048 shares; 2025Q1: 11,048 shares; 2025Q2: 11,048 shares; 2025Q3: 11,048 shares; 2025Q4: 11,048 shares 11,048 $192K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,521 shares 11,521 $130K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 19,632 shares; 2025Q2: 19,632 shares; 2025Q3: 19,632 shares; 2025Q4: 19,547 shares 19,547 $104K 0.01% -85 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $26K <0.01% new Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 10,929 shares; 2025Q1: 10,929 shares; 2025Q2: 10,929 shares; 2025Q3: 10,929 shares; 2025Q4: 10,000 shares 10,000 $11.5K <0.01% -929 Timeline NUBURU INC NUBURU INC More: the full row for NUBURU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,211 shares; 2025Q4: 10,211 shares 10,211 $1.63K <0.01% 0