OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335,584 shares; 2025Q1: 1,527,424 shares; 2025Q2: 2,011,123 shares; 2025Q3: 1,992,097 shares; 2025Q4: 1,741,602 shares 1,741,602 $87.9M 9.88% -250,495 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 607,993 shares; 2025Q1: 981,204 shares; 2025Q2: 1,062,195 shares; 2025Q3: 1,150,966 shares; 2025Q4: 1,090,083 shares 1,090,083 $41.3M 4.65% -60,883 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,681,661 shares; 2025Q1: 1,361,399 shares; 2025Q2: 1,385,946 shares; 2025Q3: 1,448,064 shares; 2025Q4: 1,475,843 shares 1,475,843 $32.4M 3.64% +27,779 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,201 shares; 2025Q1: 90,412 shares; 2025Q2: 67,784 shares; 2025Q3: 110,056 shares; 2025Q4: 319,648 shares 319,648 $29.3M 3.29% +209,592 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 887,833 shares; 2025Q1: 1,056,380 shares; 2025Q2: 992,652 shares; 2025Q3: 949,746 shares; 2025Q4: 1,091,341 shares 1,091,341 $22.3M 2.51% +141,595 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: not loaded; 2024Q4: 553 shares; 2025Q1: 30,905 shares; 2025Q2: 45,129 shares; 2025Q3: 54,614 shares; 2025Q4: 49,057 shares 49,057 $21M 2.36% -5,557 Timeline ICSH 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 loaded; 2024Q4: 4,140 shares; 2025Q1: 106,805 shares; 2025Q2: 164,824 shares; 2025Q3: 199,418 shares; 2025Q4: 405,329 shares 405,329 $20.5M 2.3% +205,911 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: not loaded; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,553 shares; 2025Q4: 138,750 shares 138,750 $20M 2.25% -16,803 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: not loaded; 2024Q4: 71,467 shares; 2025Q1: 107,304 shares; 2025Q2: 99,534 shares; 2025Q3: 101,424 shares; 2025Q4: 79,310 shares 79,310 $19.7M 2.21% -22,114 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184,026 shares; 2025Q1: 295,521 shares; 2025Q2: 467,866 shares; 2025Q3: 643,485 shares; 2025Q4: 682,810 shares 682,810 $19.5M 2.19% +39,325 Timeline OVM LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 651,353 shares; 2025Q1: 812,289 shares; 2025Q2: 846,783 shares; 2025Q3: 961,325 shares; 2025Q4: 891,114 shares 891,114 $19.1M 2.15% -70,211 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: not loaded; 2024Q4: 31,396 shares; 2025Q1: 90,611 shares; 2025Q2: 102,116 shares; 2025Q3: 115,184 shares; 2025Q4: 109,099 shares 109,099 $18.8M 2.12% -6,085 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: not loaded; 2024Q4: 23,936 shares; 2025Q1: 43,827 shares; 2025Q2: 52,559 shares; 2025Q3: 47,741 shares; 2025Q4: 30,427 shares 30,427 $17.7M 1.99% -17,314 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: not loaded; 2024Q4: 18,487 shares; 2025Q1: 31,851 shares; 2025Q2: 36,700 shares; 2025Q3: 45,953 shares; 2025Q4: 43,163 shares 43,163 $16.5M 1.85% -2,790 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 322,855 shares; 2025Q2: 328,486 shares; 2025Q3: 408,040 shares; 2025Q4: 636,929 shares 636,929 $15.5M 1.75% +228,889 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: not loaded; 2024Q4: 13,421 shares; 2025Q1: 25,842 shares; 2025Q2: 23,008 shares; 2025Q3: 23,755 shares; 2025Q4: 22,271 shares 22,271 $14.4M 1.62% -1,484 Timeline OVS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,761 shares; 2025Q1: 233,107 shares; 2025Q2: 281,854 shares; 2025Q3: 335,652 shares; 2025Q4: 374,244 shares 374,244 $13.3M 1.49% +38,592 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450,926 shares 450,926 $12.9M 1.45% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,326 shares; 2025Q1: 20,176 shares; 2025Q2: 20,157 shares; 2025Q3: 20,291 shares; 2025Q4: 18,573 shares 18,573 $11.1M 1.25% -1,718 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: not loaded; 2024Q4: 15,777 shares; 2025Q1: 21,163 shares; 2025Q2: 24,041 shares; 2025Q3: 23,158 shares; 2025Q4: 15,832 shares 15,832 $10.3M 1.16% -7,326 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: not loaded; 2024Q4: 6,194 shares; 2025Q1: 21,874 shares; 2025Q2: 30,968 shares; 2025Q3: 32,872 shares; 2025Q4: 29,645 shares 29,645 $8.92M 1% -3,227 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 961,210 shares; 2025Q1: 901,579 shares; 2025Q2: 924,394 shares; 2025Q3: 832,664 shares; 2025Q4: 267,270 shares 267,270 $8.52M 0.96% -565,394 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,541 shares; 2025Q3: 171,747 shares; 2025Q4: 210,805 shares 210,805 $8.31M 0.93% +39,058 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: not loaded; 2024Q4: 17,603 shares; 2025Q1: 32,888 shares; 2025Q2: 40,132 shares; 2025Q3: 45,205 shares; 2025Q4: 40,318 shares 40,318 $8.28M 0.93% -4,887 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: not loaded; 2024Q4: 1,456 shares; 2025Q1: 15,724 shares; 2025Q2: 21,723 shares; 2025Q3: 26,930 shares; 2025Q4: 24,610 shares 24,610 $7.64M 0.86% -2,320 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: not loaded; 2024Q4: not reported; 2025Q1: 129,446 shares; 2025Q2: 80,118 shares; 2025Q3: 123,180 shares; 2025Q4: 75,586 shares 75,586 $7.17M 0.81% -47,594 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: not loaded; 2024Q4: 5,106 shares; 2025Q1: 19,007 shares; 2025Q2: 21,176 shares; 2025Q3: 23,794 shares; 2025Q4: 22,554 shares 22,554 $6.46M 0.73% -1,240 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,156 shares; 2025Q1: 32,870 shares; 2025Q2: 38,749 shares; 2025Q3: 40,934 shares; 2025Q4: 31,769 shares 31,769 $6.1M 0.69% -9,165 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: not loaded; 2024Q4: not reported; 2025Q1: 42,376 shares; 2025Q2: 65,199 shares; 2025Q3: 79,131 shares; 2025Q4: 73,617 shares 73,617 $6.06M 0.68% -5,514 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: not loaded; 2024Q4: 1,166 shares; 2025Q1: 5,769 shares; 2025Q2: 6,751 shares; 2025Q3: 12,957 shares; 2025Q4: 12,962 shares 12,962 $5.36M 0.6% +5 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 11,160 shares; 2025Q3: 16,318 shares; 2025Q4: 21,035 shares 21,035 $5.04M 0.57% +4,717 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,304 shares; 2025Q2: 24,108 shares; 2025Q3: 25,195 shares; 2025Q4: 25,948 shares 25,948 $4.94M 0.56% +753 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,785 shares; 2025Q2: 32,791 shares; 2025Q3: 43,639 shares; 2025Q4: 43,021 shares 43,021 $4.37M 0.49% -618 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: not loaded; 2024Q4: 45,515 shares; 2025Q1: 51,471 shares; 2025Q2: 68,139 shares; 2025Q3: 72,401 shares; 2025Q4: 9,868 shares 9,868 $4.34M 0.49% -62,533 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: not loaded; 2024Q4: 5,841 shares; 2025Q1: 11,862 shares; 2025Q2: 12,840 shares; 2025Q3: 14,762 shares; 2025Q4: 13,525 shares 13,525 $4.34M 0.49% -1,237 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,075 shares 100,075 $4.13M 0.46% new 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: not loaded; 2024Q4: 1,557 shares; 2025Q1: 4,374 shares; 2025Q2: 7,076 shares; 2025Q3: 7,673 shares; 2025Q4: 6,957 shares 6,957 $4.13M 0.46% -716 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 loaded; 2024Q4: 110,583 shares; 2025Q1: 131,267 shares; 2025Q2: 136,448 shares; 2025Q3: 160,427 shares; 2025Q4: 37,329 shares 37,329 $3.96M 0.45% -123,098 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: not loaded; 2024Q4: 2,742 shares; 2025Q1: 8,133 shares; 2025Q2: 11,453 shares; 2025Q3: 19,706 shares; 2025Q4: 18,574 shares 18,574 $3.75M 0.42% -1,132 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: not loaded; 2024Q4: 19,932 shares; 2025Q1: 27,902 shares; 2025Q2: 31,334 shares; 2025Q3: 30,649 shares; 2025Q4: 22,979 shares 22,979 $3.67M 0.41% -7,670 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: not loaded; 2024Q4: 31,639 shares; 2025Q1: 19,922 shares; 2025Q2: 23,116 shares; 2025Q3: 31,875 shares; 2025Q4: 30,025 shares 30,025 $3.57M 0.4% -1,850 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: not loaded; 2024Q4: 8,932 shares; 2025Q1: 12,207 shares; 2025Q2: 17,091 shares; 2025Q3: 17,616 shares; 2025Q4: 11,558 shares 11,558 $3.45M 0.39% -6,058 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 6,980 shares; 2025Q2: 8,330 shares; 2025Q3: 19,452 shares; 2025Q4: 23,746 shares 23,746 $3.45M 0.39% +4,294 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: not loaded; 2024Q4: 5,130 shares; 2025Q1: 14,979 shares; 2025Q2: 16,980 shares; 2025Q3: 17,482 shares; 2025Q4: 14,373 shares 14,373 $3.38M 0.38% -3,109 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 255,960 shares; 2025Q2: 180,294 shares; 2025Q3: 143,482 shares; 2025Q4: 78,413 shares 78,413 $3.36M 0.38% -65,069 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,816 shares; 2025Q1: 54,742 shares; 2025Q2: 48,834 shares; 2025Q3: 71,037 shares; 2025Q4: 41,487 shares 41,487 $3.17M 0.36% -29,550 Timeline FLJP 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,366 shares; 2025Q3: 140,286 shares; 2025Q4: 90,432 shares 90,432 $3.14M 0.35% -49,854 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,458 shares; 2025Q1: 59,805 shares; 2025Q2: 56,267 shares; 2025Q3: not reported; 2025Q4: 28,141 shares 28,141 $3.1M 0.35% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,045 shares 176,045 $3.05M 0.34% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,261 shares; 2025Q1: 4,081 shares; 2025Q2: 5,048 shares; 2025Q3: 4,900 shares; 2025Q4: 6,303 shares 6,303 $3.03M 0.34% +1,403 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: not loaded; 2024Q4: 961 shares; 2025Q1: 2,767 shares; 2025Q2: 3,441 shares; 2025Q3: 3,935 shares; 2025Q4: 3,108 shares 3,108 $3.02M 0.34% -827 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: not loaded; 2024Q4: 12,801 shares; 2025Q1: 28,427 shares; 2025Q2: 34,497 shares; 2025Q3: 35,571 shares; 2025Q4: 25,998 shares 25,998 $2.97M 0.33% -9,573 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: not loaded; 2024Q4: 17,288 shares; 2025Q1: 33,926 shares; 2025Q2: 34,697 shares; 2025Q3: 36,334 shares; 2025Q4: 39,456 shares 39,456 $2.95M 0.33% +3,122 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,029 shares; 2025Q2: 27,863 shares; 2025Q3: 34,755 shares; 2025Q4: 54,792 shares 54,792 $2.88M 0.32% +20,037 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: not loaded; 2024Q4: 2,452 shares; 2025Q1: 10,459 shares; 2025Q2: 12,432 shares; 2025Q3: 14,307 shares; 2025Q4: 14,019 shares 14,019 $2.87M 0.32% -288 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 83,663 shares; 2025Q2: 85,643 shares; 2025Q3: 71,820 shares; 2025Q4: 109,841 shares 109,841 $2.83M 0.32% +38,021 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: not loaded; 2024Q4: 755 shares; 2025Q1: 2,245 shares; 2025Q2: 2,670 shares; 2025Q3: 2,911 shares; 2025Q4: 3,050 shares 3,050 $2.77M 0.31% +139 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,367 shares 69,367 $2.7M 0.3% new 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: not loaded; 2024Q4: 5,681 shares; 2025Q1: 9,893 shares; 2025Q2: 9,877 shares; 2025Q3: 10,081 shares; 2025Q4: 19,573 shares 19,573 $2.65M 0.3% +9,492 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: not loaded; 2024Q4: 4,131 shares; 2025Q1: 4,840 shares; 2025Q2: 5,233 shares; 2025Q3: 4,832 shares; 2025Q4: 3,728 shares 3,728 $2.63M 0.3% -1,104 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: not loaded; 2024Q4: 585,152 shares; 2025Q1: 680,430 shares; 2025Q2: 770,228 shares; 2025Q3: 828,115 shares; 2025Q4: 41,928 shares 41,928 $2.6M 0.29% -786,187 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: not loaded; 2024Q4: 2,923 shares; 2025Q1: 24,310 shares; 2025Q2: 30,528 shares; 2025Q3: 28,089 shares; 2025Q4: 27,549 shares 27,549 $2.57M 0.29% -540 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 loaded; 2024Q4: 2,944 shares; 2025Q1: 3,551 shares; 2025Q2: 4,322 shares; 2025Q3: 14,949 shares; 2025Q4: 10,384 shares 10,384 $2.52M 0.28% -4,565 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,526 shares; 2025Q1: 21,354 shares; 2025Q2: 21,854 shares; 2025Q3: 18,579 shares; 2025Q4: 18,358 shares 18,358 $2.33M 0.26% -221 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,589 shares; 2025Q2: 76,866 shares; 2025Q3: 62,662 shares; 2025Q4: 39,965 shares 39,965 $2.22M 0.25% -22,697 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,988 shares; 2025Q1: 563,079 shares; 2025Q2: 774,894 shares; 2025Q3: 91,029 shares; 2025Q4: 71,541 shares 71,541 $2.17M 0.24% -19,488 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: not loaded; 2024Q4: 965 shares; 2025Q1: 4,827 shares; 2025Q2: 5,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,161 shares 6,161 $2.14M 0.24% +296 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,799 shares; 2025Q2: 21,661 shares; 2025Q3: 30,779 shares; 2025Q4: 43,502 shares 43,502 $2.13M 0.24% +12,723 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,158 shares; 2025Q4: 80,350 shares 80,350 $2.12M 0.24% +39,192 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,501 shares; 2025Q4: 28,672 shares 28,672 $2.1M 0.24% +15,171 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,716 shares; 2025Q1: 100,868 shares; 2025Q2: 84,280 shares; 2025Q3: not reported; 2025Q4: 62,005 shares 62,005 $2.08M 0.23% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 3,213 shares; 2025Q3: 3,069 shares; 2025Q4: 3,258 shares 3,258 $2.04M 0.23% +189 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,489 shares; 2025Q2: 19,949 shares; 2025Q3: 29,097 shares; 2025Q4: 50,746 shares 50,746 $2.02M 0.23% +21,649 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,607 shares; 2025Q4: 55,014 shares 55,014 $2.01M 0.23% +46,407 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,238 shares 150,238 $2.01M 0.23% new 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: not loaded; 2024Q4: 2,770 shares; 2025Q1: 7,378 shares; 2025Q2: 8,571 shares; 2025Q3: 8,113 shares; 2025Q4: 5,403 shares 5,403 $1.99M 0.22% -2,710 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,530 shares; 2025Q4: 25,069 shares 25,069 $1.98M 0.22% +11,539 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,928 shares; 2025Q1: 12,223 shares; 2025Q2: 16,713 shares; 2025Q3: 23,401 shares; 2025Q4: 30,868 shares 30,868 $1.98M 0.22% +7,467 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: not loaded; 2024Q4: 117,467 shares; 2025Q1: 155,160 shares; 2025Q2: 159,689 shares; 2025Q3: 160,664 shares; 2025Q4: 6,125 shares 6,125 $1.96M 0.22% -154,539 Timeline IWL 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 loaded; 2024Q4: 10,948 shares; 2025Q1: 13,797 shares; 2025Q2: 13,635 shares; 2025Q3: not reported; 2025Q4: 12,074 shares 12,074 $1.94M 0.22% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,301 shares; 2025Q1: 12,333 shares; 2025Q2: 17,253 shares; 2025Q3: 17,386 shares; 2025Q4: 15,927 shares 15,927 $1.92M 0.22% -1,459 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 loaded; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 11,374 shares; 2025Q3: 11,205 shares; 2025Q4: 12,656 shares 12,656 $1.91M 0.21% +1,451 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,199 shares; 2025Q4: 38,240 shares 38,240 $1.91M 0.21% +15,041 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: not loaded; 2024Q4: 73,025 shares; 2025Q1: 88,087 shares; 2025Q2: 109,590 shares; 2025Q3: 127,963 shares; 2025Q4: 9,415 shares 9,415 $1.83M 0.21% -118,548 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: not loaded; 2024Q4: not reported; 2025Q1: 8,429 shares; 2025Q2: 13,226 shares; 2025Q3: 15,466 shares; 2025Q4: 14,288 shares 14,288 $1.81M 0.2% -1,178 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,323 shares; 2025Q4: 14,088 shares 14,088 $1.8M 0.2% +7,765 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: not loaded; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 20,062 shares; 2025Q3: 23,438 shares; 2025Q4: 23,198 shares 23,198 $1.8M 0.2% -240 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: not loaded; 2024Q4: not reported; 2025Q1: 9,732 shares; 2025Q2: 11,151 shares; 2025Q3: 10,961 shares; 2025Q4: 10,988 shares 10,988 $1.77M 0.2% +27 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,437 shares; 2025Q1: 31,710 shares; 2025Q2: 30,978 shares; 2025Q3: not reported; 2025Q4: 28,602 shares 28,602 $1.76M 0.2% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,560 shares 25,560 $1.73M 0.19% new Timeline QGRW 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 loaded; 2024Q4: 33,516 shares; 2025Q1: 38,197 shares; 2025Q2: 34,526 shares; 2025Q3: not reported; 2025Q4: 31,337 shares 31,337 $1.7M 0.19% new 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 loaded; 2024Q4: not reported; 2025Q1: 17,359 shares; 2025Q2: 21,776 shares; 2025Q3: 15,793 shares; 2025Q4: 19,914 shares 19,914 $1.69M 0.19% +4,121 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,394 shares; 2025Q2: 6,750 shares; 2025Q3: 12,062 shares; 2025Q4: 16,468 shares 16,468 $1.68M 0.19% +4,406 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: not loaded; 2024Q4: 15,114 shares; 2025Q1: 17,028 shares; 2025Q2: 24,829 shares; 2025Q3: 24,196 shares; 2025Q4: 21,092 shares 21,092 $1.64M 0.18% -3,104 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: not loaded; 2024Q4: 1,512 shares; 2025Q1: 2,403 shares; 2025Q2: 2,854 shares; 2025Q3: 3,270 shares; 2025Q4: 2,327 shares 2,327 $1.58M 0.18% -943 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: not loaded; 2024Q4: 375 shares; 2025Q1: 1,335 shares; 2025Q2: 1,938 shares; 2025Q3: 2,126 shares; 2025Q4: 1,693 shares 1,693 $1.51M 0.17% -433 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: not loaded; 2024Q4: 3,184 shares; 2025Q1: 11,470 shares; 2025Q2: 12,506 shares; 2025Q3: 12,527 shares; 2025Q4: 10,424 shares 10,424 $1.5M 0.17% -2,103 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: not loaded; 2024Q4: 28,462 shares; 2025Q1: 22,677 shares; 2025Q2: 31,310 shares; 2025Q3: 28,156 shares; 2025Q4: 13,087 shares 13,087 $1.49M 0.17% -15,069 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: not loaded; 2024Q4: 19,352 shares; 2025Q1: 25,204 shares; 2025Q2: 36,612 shares; 2025Q3: 37,392 shares; 2025Q4: 31,094 shares 31,094 $1.47M 0.16% -6,298 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: not loaded; 2024Q4: 2,562 shares; 2025Q1: 5,671 shares; 2025Q2: 10,578 shares; 2025Q3: 11,117 shares; 2025Q4: 9,683 shares 9,683 $1.45M 0.16% -1,434 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: not loaded; 2024Q4: 15,819 shares; 2025Q1: 23,258 shares; 2025Q2: 28,391 shares; 2025Q3: 31,815 shares; 2025Q4: 16,564 shares 16,564 $1.44M 0.16% -15,251 Timeline CGSM 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 loaded; 2024Q4: not reported; 2025Q1: 38,677 shares; 2025Q2: 42,607 shares; 2025Q3: 71,248 shares; 2025Q4: 53,696 shares 53,696 $1.42M 0.16% -17,552 Timeline SPYD 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 loaded; 2024Q4: not reported; 2025Q1: 34,122 shares; 2025Q2: 34,877 shares; 2025Q3: 34,534 shares; 2025Q4: 30,913 shares 30,913 $1.38M 0.16% -3,621 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: not loaded; 2024Q4: not reported; 2025Q1: 23,526 shares; 2025Q2: 27,294 shares; 2025Q3: 4,308 shares; 2025Q4: 17,192 shares 17,192 $1.36M 0.15% +12,884 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: not loaded; 2024Q4: 1,373 shares; 2025Q1: 5,816 shares; 2025Q2: 6,731 shares; 2025Q3: 6,746 shares; 2025Q4: 4,459 shares 4,459 $1.34M 0.15% -2,287 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,773 shares; 2025Q3: 7,596 shares; 2025Q4: 8,219 shares 8,219 $1.34M 0.15% +623 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,307 shares; 2025Q2: 20,485 shares; 2025Q3: 21,732 shares; 2025Q4: 25,695 shares 25,695 $1.34M 0.15% +3,963 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 10,081 shares; 2025Q3: 13,684 shares; 2025Q4: 13,943 shares 13,943 $1.33M 0.15% +259 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,071 shares; 2025Q4: 28,172 shares 28,172 $1.32M 0.15% -6,899 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: not loaded; 2024Q4: 1,235 shares; 2025Q1: 3,079 shares; 2025Q2: 5,797 shares; 2025Q3: 5,912 shares; 2025Q4: 5,460 shares 5,460 $1.32M 0.15% -452 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,738 shares 45,738 $1.31M 0.15% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,821 shares; 2025Q1: 47,235 shares; 2025Q2: 47,101 shares; 2025Q3: 43,357 shares; 2025Q4: 28,649 shares 28,649 $1.31M 0.15% -14,708 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: not loaded; 2024Q4: 2,420 shares; 2025Q1: 8,556 shares; 2025Q2: 9,077 shares; 2025Q3: 8,879 shares; 2025Q4: 21,638 shares 21,638 $1.28M 0.14% +12,759 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 7,009 shares 7,009 $1.27M 0.14% -10,991 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,936 shares; 2025Q1: 62,710 shares; 2025Q2: 53,269 shares; 2025Q3: not reported; 2025Q4: 29,208 shares 29,208 $1.27M 0.14% new 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: not loaded; 2024Q4: 20,557 shares; 2025Q1: 38,293 shares; 2025Q2: 20,813 shares; 2025Q3: 23,199 shares; 2025Q4: 11,638 shares 11,638 $1.26M 0.14% -11,561 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,469 shares; 2025Q1: 73,058 shares; 2025Q2: 68,633 shares; 2025Q3: 71,242 shares; 2025Q4: 130,033 shares 130,033 $1.26M 0.14% +58,791 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225,822 shares; 2025Q1: 254,461 shares; 2025Q2: 251,479 shares; 2025Q3: not reported; 2025Q4: 22,525 shares 22,525 $1.25M 0.14% 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: not loaded; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 1,084 shares; 2025Q3: 1,258 shares; 2025Q4: 1,535 shares 1,535 $1.25M 0.14% +277 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 loaded; 2024Q4: 11,880 shares; 2025Q1: 24,628 shares; 2025Q2: 24,905 shares; 2025Q3: 19,393 shares; 2025Q4: 18,829 shares 18,829 $1.24M 0.14% -564 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: not loaded; 2024Q4: 6,014 shares; 2025Q1: 8,805 shares; 2025Q2: 11,499 shares; 2025Q3: 13,436 shares; 2025Q4: 13,804 shares 13,804 $1.24M 0.14% +368 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 4,816 shares; 2025Q2: 4,715 shares; 2025Q3: 5,502 shares; 2025Q4: 5,100 shares 5,100 $1.23M 0.14% -402 Timeline PNOV 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 loaded; 2024Q4: 38,663 shares; 2025Q1: 38,589 shares; 2025Q2: 38,589 shares; 2025Q3: not reported; 2025Q4: 29,748 shares 29,748 $1.21M 0.14% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,749 shares; 2025Q1: 98,130 shares; 2025Q2: 95,541 shares; 2025Q3: not reported; 2025Q4: 24,320 shares 24,320 $1.2M 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 3,147 shares; 2025Q3: 5,213 shares; 2025Q4: 4,072 shares 4,072 $1.2M 0.14% -1,141 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,557 shares; 2025Q1: 94,418 shares; 2025Q2: 101,313 shares; 2025Q3: 97,224 shares; 2025Q4: 13,327 shares 13,327 $1.16M 0.13% -83,897 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,731 shares; 2025Q2: 4,651 shares; 2025Q3: 5,423 shares; 2025Q4: 7,335 shares 7,335 $1.14M 0.13% +1,912 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 1,023 shares; 2025Q4: 1,322 shares 1,322 $1.13M 0.13% +299 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 loaded; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 10,885 shares; 2025Q3: 12,172 shares; 2025Q4: 17,983 shares 17,983 $1.11M 0.12% +5,811 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 2,720 shares; 2025Q2: 3,022 shares; 2025Q3: 3,188 shares; 2025Q4: 4,251 shares 4,251 $1.1M 0.12% +1,063 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 loaded; 2024Q4: 6,711 shares; 2025Q1: 5,387 shares; 2025Q2: 8,195 shares; 2025Q3: 7,171 shares; 2025Q4: 5,274 shares 5,274 $1.1M 0.12% -1,897 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,464 shares; 2025Q2: 16,796 shares; 2025Q3: 18,767 shares; 2025Q4: 9,886 shares 9,886 $1.09M 0.12% -8,881 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 loaded; 2024Q4: 17,334 shares; 2025Q1: 15,588 shares; 2025Q2: 21,776 shares; 2025Q3: 30,777 shares; 2025Q4: 15,815 shares 15,815 $1.08M 0.12% -14,962 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,752 shares 30,752 $1.06M 0.12% new 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: not loaded; 2024Q4: 1,782 shares; 2025Q1: 8,109 shares; 2025Q2: 10,612 shares; 2025Q3: 11,943 shares; 2025Q4: 9,872 shares 9,872 $1.04M 0.12% -2,071 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 loaded; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: 3,738 shares; 2025Q3: 3,342 shares; 2025Q4: 3,974 shares 3,974 $1.02M 0.12% +632 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 1,497 shares; 2025Q4: 2,502 shares 2,502 $1.02M 0.12% +1,005 Timeline MTGP 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 loaded; 2024Q4: 56,031 shares; 2025Q1: 50,393 shares; 2025Q2: 42,076 shares; 2025Q3: not reported; 2025Q4: 22,871 shares 22,871 $1.01M 0.11% new 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: not loaded; 2024Q4: 1,581 shares; 2025Q1: 2,502 shares; 2025Q2: 3,044 shares; 2025Q3: 3,873 shares; 2025Q4: 3,256 shares 3,256 $1.01M 0.11% -617 Timeline VONG 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 loaded; 2024Q4: not reported; 2025Q1: 8,776 shares; 2025Q2: 8,776 shares; 2025Q3: 8,866 shares; 2025Q4: 9,064 shares 9,064 $998K 0.11% +198 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: not loaded; 2024Q4: 797 shares; 2025Q1: 1,602 shares; 2025Q2: 2,003 shares; 2025Q3: 2,538 shares; 2025Q4: 2,002 shares 2,002 $994K 0.11% -536 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: not loaded; 2024Q4: 76,432 shares; 2025Q1: 72,685 shares; 2025Q2: 55,337 shares; 2025Q3: not reported; 2025Q4: 22,301 shares 22,301 $986K 0.11% new Timeline RIOX TIDAL TR II DEFIANCE DAILY TAR More: the full row for TIDAL TR II DEFIANCE DAILY TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,835 shares; 2025Q4: 53,995 shares 53,995 $985K 0.11% -47,840 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,295 shares 2,295 $971K 0.11% +465 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: not loaded; 2024Q4: not reported; 2025Q1: 36,301 shares; 2025Q2: 69,102 shares; 2025Q3: 57,900 shares; 2025Q4: 34,042 shares 34,042 $964K 0.11% -23,858 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: not loaded; 2024Q4: 2,776 shares; 2025Q1: 3,734 shares; 2025Q2: 4,729 shares; 2025Q3: 8,127 shares; 2025Q4: 6,420 shares 6,420 $961K 0.11% -1,707 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,338 shares; 2025Q1: 37,573 shares; 2025Q2: 41,963 shares; 2025Q3: 39,214 shares; 2025Q4: 16,169 shares 16,169 $940K 0.11% -23,045 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,264 shares; 2025Q1: 4,851 shares; 2025Q2: 5,026 shares; 2025Q3: 4,909 shares; 2025Q4: 4,399 shares 4,399 $918K 0.1% -510 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 2,026 shares; 2025Q3: 2,999 shares; 2025Q4: 3,200 shares 3,200 $918K 0.1% +201 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: not loaded; 2024Q4: 115,973 shares; 2025Q1: 141,124 shares; 2025Q2: 178,435 shares; 2025Q3: 206,292 shares; 2025Q4: 17,180 shares 17,180 $903K 0.1% -189,112 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: not loaded; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,935 shares; 2025Q3: 1,976 shares; 2025Q4: 2,718 shares 2,718 $895K 0.1% +742 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,101 shares; 2025Q1: 5,112 shares; 2025Q2: 4,080 shares; 2025Q3: 5,912 shares; 2025Q4: 6,256 shares 6,256 $886K 0.1% +344 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 4,119 shares 4,119 $877K 0.1% +3,001 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: not loaded; 2024Q4: not reported; 2025Q1: 2,310 shares; 2025Q2: 3,706 shares; 2025Q3: 3,741 shares; 2025Q4: 3,889 shares 3,889 $874K 0.1% +148 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,386 shares; 2025Q3: 3,545 shares; 2025Q4: 3,914 shares 3,914 $858K 0.1% +369 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,546 shares; 2025Q3: 11,371 shares; 2025Q4: 14,423 shares 14,423 $856K 0.1% +3,052 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: not loaded; 2024Q4: 434 shares; 2025Q1: 453 shares; 2025Q2: 874 shares; 2025Q3: 1,162 shares; 2025Q4: 9,249 shares 9,249 $849K 0.1% +8,087 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,018 shares; 2025Q1: 86,031 shares; 2025Q2: 114,137 shares; 2025Q3: not reported; 2025Q4: 18,500 shares 18,500 $824K 0.09% new Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,656 shares; 2025Q1: 18,656 shares; 2025Q2: 18,656 shares; 2025Q3: not reported; 2025Q4: 18,656 shares 18,656 $818K 0.09% new Timeline NTSX 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 loaded; 2024Q4: 71,127 shares; 2025Q1: 62,520 shares; 2025Q2: 49,904 shares; 2025Q3: not reported; 2025Q4: 15,751 shares 15,751 $810K 0.09% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 3,733 shares; 2025Q4: 3,830 shares 3,830 $809K 0.09% +97 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,353 shares; 2025Q1: 27,841 shares; 2025Q2: 25,648 shares; 2025Q3: not reported; 2025Q4: 9,854 shares 9,854 $804K 0.09% new Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,054 shares; 2025Q1: 19,054 shares; 2025Q2: 19,054 shares; 2025Q3: not reported; 2025Q4: 19,054 shares 19,054 $797K 0.09% new Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,857 shares; 2025Q1: 19,857 shares; 2025Q2: 19,857 shares; 2025Q3: not reported; 2025Q4: 19,895 shares 19,895 $794K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,902 shares; 2025Q4: 4,856 shares 4,856 $785K 0.09% +2,954 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: not loaded; 2024Q4: 558 shares; 2025Q1: 3,296 shares; 2025Q2: 4,656 shares; 2025Q3: 4,537 shares; 2025Q4: 2,849 shares 2,849 $785K 0.09% -1,688 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,429 shares; 2025Q1: 7,530 shares; 2025Q2: 8,764 shares; 2025Q3: 8,794 shares; 2025Q4: 6,180 shares 6,180 $784K 0.09% -2,614 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,773 shares; 2025Q1: 132,484 shares; 2025Q2: 128,289 shares; 2025Q3: not reported; 2025Q4: 14,314 shares 14,314 $781K 0.09% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,655 shares; 2025Q2: 4,944 shares; 2025Q3: 4,960 shares; 2025Q4: 7,152 shares 7,152 $760K 0.09% +2,192 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,809 shares; 2025Q1: 8,323 shares; 2025Q2: 8,402 shares; 2025Q3: 8,517 shares; 2025Q4: 4,115 shares 4,115 $759K 0.09% -4,402 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: not loaded; 2024Q4: not reported; 2025Q1: 1,247 shares; 2025Q2: 3,208 shares; 2025Q3: 3,233 shares; 2025Q4: 3,404 shares 3,404 $754K 0.08% +171 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: not loaded; 2024Q4: 2,188 shares; 2025Q1: 5,699 shares; 2025Q2: 7,981 shares; 2025Q3: 7,151 shares; 2025Q4: 4,592 shares 4,592 $749K 0.08% -2,559 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,461 shares; 2025Q1: 117,982 shares; 2025Q2: 117,621 shares; 2025Q3: not reported; 2025Q4: 15,743 shares 15,743 $748K 0.08% new 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: not loaded; 2024Q4: 1,169 shares; 2025Q1: 3,121 shares; 2025Q2: 3,576 shares; 2025Q3: 3,524 shares; 2025Q4: 3,169 shares 3,169 $733K 0.08% -355 Timeline SPGP 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 loaded; 2024Q4: not reported; 2025Q1: 5,439 shares; 2025Q2: 6,054 shares; 2025Q3: 5,817 shares; 2025Q4: 6,798 shares 6,798 $728K 0.08% +981 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,750 shares; 2025Q1: 4,290 shares; 2025Q2: 6,480 shares; 2025Q3: 6,176 shares; 2025Q4: 3,584 shares 3,584 $723K 0.08% -2,592 Timeline PSFM PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: not reported; 2025Q4: 22,500 shares 22,500 $722K 0.08% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 5,018 shares; 2025Q3: 6,160 shares; 2025Q4: 6,287 shares 6,287 $721K 0.08% +127 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 22,122 shares 22,122 $711K 0.08% -1,400 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: not loaded; 2024Q4: not reported; 2025Q1: 12,862 shares; 2025Q2: 15,830 shares; 2025Q3: 16,642 shares; 2025Q4: 11,587 shares 11,587 $706K 0.08% -5,055 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,605 shares 1,605 $705K 0.08% +75 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,243 shares; 2025Q1: 2,791 shares; 2025Q2: 2,764 shares; 2025Q3: not reported; 2025Q4: 3,603 shares 3,603 $703K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,611 shares; 2025Q4: 2,174 shares 2,174 $701K 0.08% +563 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: 15,742 shares; 2025Q4: 15,774 shares 15,774 $692K 0.08% +32 Timeline AVLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,953 shares 8,953 $689K 0.08% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 20,034 shares; 2025Q3: 18,595 shares; 2025Q4: 13,211 shares 13,211 $677K 0.08% -5,384 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,753 shares; 2025Q1: 30,902 shares; 2025Q2: 24,491 shares; 2025Q3: not reported; 2025Q4: 9,433 shares 9,433 $672K 0.08% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,889 shares; 2025Q1: 15,148 shares; 2025Q2: 12,948 shares; 2025Q3: not reported; 2025Q4: 11,549 shares 11,549 $669K 0.08% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,599 shares 2,599 $665K 0.07% +874 Timeline WTAI 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 loaded; 2024Q4: 29,426 shares; 2025Q1: 27,982 shares; 2025Q2: 27,477 shares; 2025Q3: not reported; 2025Q4: 22,863 shares 22,863 $659K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 4,005 shares; 2025Q4: 3,503 shares 3,503 $636K 0.07% -502 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 5,773 shares; 2025Q4: 8,482 shares 8,482 $634K 0.07% +2,709 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: not loaded; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,680 shares; 2025Q3: 1,747 shares; 2025Q4: 1,766 shares 1,766 $630K 0.07% +19 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 loaded; 2024Q4: 75,360 shares; 2025Q1: 90,681 shares; 2025Q2: 94,007 shares; 2025Q3: 90,542 shares; 2025Q4: 14,007 shares 14,007 $628K 0.07% -76,535 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: not loaded; 2024Q4: 15,142 shares; 2025Q1: 18,302 shares; 2025Q2: 23,422 shares; 2025Q3: not reported; 2025Q4: 2,431 shares 2,431 $625K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: 5,101 shares; 2025Q2: 5,919 shares; 2025Q3: 6,552 shares; 2025Q4: 4,834 shares 4,834 $620K 0.07% -1,718 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: not reported; 2025Q4: 3,924 shares 3,924 $619K 0.07% new Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,630 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares 18,630 $614K 0.07% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: 2,765 shares; 2025Q3: 2,838 shares; 2025Q4: 1,489 shares 1,489 $612K 0.07% -1,349 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 1,935 shares; 2025Q4: 2,155 shares 2,155 $608K 0.07% +220 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,696 shares; 2025Q2: 10,029 shares; 2025Q3: 9,014 shares; 2025Q4: 8,717 shares 8,717 $603K 0.07% -297 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: not loaded; 2024Q4: 19,605 shares; 2025Q1: 12,094 shares; 2025Q2: 23,204 shares; 2025Q3: 19,432 shares; 2025Q4: 12,031 shares 12,031 $601K 0.07% -7,401 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,407 shares; 2025Q4: 14,500 shares 14,500 $588K 0.07% +93 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,983 shares; 2025Q1: 1,806 shares; 2025Q2: 3,312 shares; 2025Q3: 3,321 shares; 2025Q4: 4,162 shares 4,162 $587K 0.07% +841 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 5,754 shares; 2025Q4: 6,092 shares 6,092 $584K 0.07% +338 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 loaded; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 771 shares; 2025Q3: 808 shares; 2025Q4: 819 shares 819 $579K 0.07% +11 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 loaded; 2024Q4: not reported; 2025Q1: 4,692 shares; 2025Q2: not reported; 2025Q3: 4,873 shares; 2025Q4: 7,108 shares 7,108 $579K 0.07% +2,235 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,950 shares; 2025Q4: 1,670 shares 1,670 $577K 0.06% -280 Timeline GNOM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,421 shares 13,421 $570K 0.06% new Timeline BLOK 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: not loaded; 2024Q4: not reported; 2025Q1: 7,651 shares; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 11,049 shares 11,049 $568K 0.06% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 829 shares; 2025Q4: 1,050 shares 1,050 $560K 0.06% +221 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: not loaded; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 2,757 shares; 2025Q3: 2,638 shares; 2025Q4: 2,956 shares 2,956 $560K 0.06% +318 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,061 shares; 2025Q1: 188,183 shares; 2025Q2: 190,484 shares; 2025Q3: not reported; 2025Q4: 7,081 shares 7,081 $560K 0.06% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,705 shares; 2025Q1: 2,712 shares; 2025Q2: 3,236 shares; 2025Q3: 2,089 shares; 2025Q4: 1,560 shares 1,560 $553K 0.06% -529 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 9,618 shares 9,618 $553K 0.06% +5,166 Timeline XSOE 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 loaded; 2024Q4: 51,501 shares; 2025Q1: 50,248 shares; 2025Q2: 39,435 shares; 2025Q3: not reported; 2025Q4: 13,721 shares 13,721 $541K 0.06% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,747 shares; 2025Q1: 7,866 shares; 2025Q2: 8,068 shares; 2025Q3: not reported; 2025Q4: 7,720 shares 7,720 $539K 0.06% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 397 shares 397 $539K 0.06% +45 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,303 shares; 2025Q4: 37,438 shares 37,438 $537K 0.06% +4,135 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 loaded; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,688 shares 2,688 $533K 0.06% +461 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,451 shares; 2025Q2: 4,880 shares; 2025Q3: 4,487 shares; 2025Q4: 3,013 shares 3,013 $532K 0.06% -1,474 Timeline WCBR 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 loaded; 2024Q4: 18,341 shares; 2025Q1: 18,730 shares; 2025Q2: 18,311 shares; 2025Q3: not reported; 2025Q4: 20,409 shares 20,409 $528K 0.06% 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: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,137 shares; 2025Q2: 4,497 shares; 2025Q3: 4,263 shares; 2025Q4: 4,043 shares 4,043 $525K 0.06% -220 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 1,142 shares; 2025Q4: 1,450 shares 1,450 $520K 0.06% +308 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,740 shares; 2025Q1: 9,812 shares; 2025Q2: 9,963 shares; 2025Q3: 10,068 shares; 2025Q4: 10,262 shares 10,262 $520K 0.06% +194 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 loaded; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: 10,232 shares; 2025Q3: 7,480 shares; 2025Q4: 5,374 shares 5,374 $515K 0.06% -2,106 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 4,124 shares 4,124 $514K 0.06% +949 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 1,076 shares 1,076 $510K 0.06% +411 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,457 shares; 2025Q3: 5,333 shares; 2025Q4: 7,293 shares 7,293 $509K 0.06% +1,960 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 loaded; 2024Q4: 242 shares; 2025Q1: 600 shares; 2025Q2: 694 shares; 2025Q3: 720 shares; 2025Q4: 530 shares 530 $508K 0.06% -190 Timeline QHY 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 loaded; 2024Q4: 27,873 shares; 2025Q1: 23,866 shares; 2025Q2: 20,056 shares; 2025Q3: not reported; 2025Q4: 11,076 shares 11,076 $503K 0.06% new Timeline YYY 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: not loaded; 2024Q4: 29,621 shares; 2025Q1: 40,913 shares; 2025Q2: 39,737 shares; 2025Q3: 38,578 shares; 2025Q4: 44,252 shares 44,252 $488K 0.05% +5,674 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: not loaded; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 2,055 shares; 2025Q3: 1,816 shares; 2025Q4: 2,490 shares 2,490 $487K 0.05% +674 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 2,262 shares; 2025Q4: 1,359 shares 1,359 $485K 0.05% -903 Timeline WCLD 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 loaded; 2024Q4: 14,504 shares; 2025Q1: 14,812 shares; 2025Q2: 14,492 shares; 2025Q3: not reported; 2025Q4: 17,231 shares 17,231 $482K 0.05% new Timeline IBLC 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 loaded; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,351 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $482K 0.05% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,687 shares 1,687 $481K 0.05% +351 Timeline WTMF 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 loaded; 2024Q4: 45,366 shares; 2025Q1: 42,414 shares; 2025Q2: 34,688 shares; 2025Q3: not reported; 2025Q4: 12,276 shares 12,276 $479K 0.05% new 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 loaded; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: 3,482 shares; 2025Q3: 3,370 shares; 2025Q4: 3,632 shares 3,632 $477K 0.05% +262 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: not loaded; 2024Q4: 8,948 shares; 2025Q1: 7,026 shares; 2025Q2: 7,296 shares; 2025Q3: 6,525 shares; 2025Q4: 8,492 shares 8,492 $476K 0.05% +1,967 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,691 shares; 2025Q4: 2,350 shares 2,350 $473K 0.05% -1,341 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,367 shares; 2025Q1: 1,338 shares; 2025Q2: 2,164 shares; 2025Q3: not reported; 2025Q4: 1,669 shares 1,669 $469K 0.05% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,445 shares; 2025Q2: 43,102 shares; 2025Q3: 41,532 shares; 2025Q4: 32,038 shares 32,038 $457K 0.05% -9,494 Timeline SHYD 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 loaded; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 13,305 shares; 2025Q3: 14,686 shares; 2025Q4: 20,114 shares 20,114 $455K 0.05% +5,428 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: not loaded; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: 5,996 shares; 2025Q3: 6,136 shares; 2025Q4: 6,873 shares 6,873 $455K 0.05% +737 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,283 shares; 2025Q1: 8,942 shares; 2025Q2: 10,550 shares; 2025Q3: 9,450 shares; 2025Q4: 3,215 shares 3,215 $454K 0.05% -6,235 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,772 shares; 2025Q4: 35,799 shares 35,799 $442K 0.05% +3,027 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares 1,248 $441K 0.05% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 3,437 shares 3,437 $440K 0.05% -10 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,432 shares; 2025Q3: 21,655 shares; 2025Q4: 25,408 shares 25,408 $440K 0.05% +3,753 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,468 shares; 2025Q1: 8,893 shares; 2025Q2: 10,091 shares; 2025Q3: 22,373 shares; 2025Q4: 13,023 shares 13,023 $428K 0.05% -9,350 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 6,409 shares; 2025Q4: 6,515 shares 6,515 $425K 0.05% +106 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,952 shares; 2025Q1: 13,457 shares; 2025Q2: 12,802 shares; 2025Q3: not reported; 2025Q4: 7,063 shares 7,063 $424K 0.05% new Timeline IJT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,016 shares 3,016 $424K 0.05% -65 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,625 shares; 2025Q1: 79,986 shares; 2025Q2: 64,613 shares; 2025Q3: not reported; 2025Q4: 20,927 shares 20,927 $423K 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: not loaded; 2024Q4: not reported; 2025Q1: 10,177 shares; 2025Q2: 9,582 shares; 2025Q3: 7,625 shares; 2025Q4: 7,740 shares 7,740 $423K 0.05% +115 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,348 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: not reported; 2025Q4: 4,563 shares 4,563 $422K 0.05% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,107 shares; 2025Q4: 2,502 shares 2,502 $420K 0.05% +395 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,196 shares; 2025Q2: 4,231 shares; 2025Q3: 4,962 shares; 2025Q4: 5,621 shares 5,621 $418K 0.05% +659 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: not loaded; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 360 shares; 2025Q3: 338 shares; 2025Q4: 401 shares 401 $418K 0.05% +63 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,281 shares; 2025Q4: 18,737 shares 18,737 $418K 0.05% +2,456 Timeline GCC 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 loaded; 2024Q4: 72,108 shares; 2025Q1: 64,610 shares; 2025Q2: 52,685 shares; 2025Q3: not reported; 2025Q4: 17,642 shares 17,642 $417K 0.05% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,491 shares; 2025Q1: 8,563 shares; 2025Q2: 8,609 shares; 2025Q3: not reported; 2025Q4: 8,201 shares 8,201 $417K 0.05% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 11,964 shares; 2025Q3: not reported; 2025Q4: 4,399 shares 4,399 $411K 0.05% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,689 shares; 2025Q2: 8,098 shares; 2025Q3: 7,334 shares; 2025Q4: 8,060 shares 8,060 $411K 0.05% +726 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares 1,323 $409K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,219 shares; 2025Q4: 3,419 shares 3,419 $409K 0.05% +200 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 5,746 shares; 2025Q4: 5,526 shares 5,526 $402K 0.05% -220 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,523 shares; 2025Q1: 4,987 shares; 2025Q2: 4,987 shares; 2025Q3: 4,115 shares; 2025Q4: 4,794 shares 4,794 $402K 0.05% +679 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: not loaded; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: 2,234 shares; 2025Q3: 1,815 shares; 2025Q4: 2,129 shares 2,129 $399K 0.04% +314 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 643 shares; 2025Q4: 832 shares 832 $398K 0.04% +189 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 318 shares; 2025Q4: 264 shares 264 $396K 0.04% -54 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 583 shares; 2025Q4: 868 shares 868 $395K 0.04% +285 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,985 shares; 2025Q3: 6,557 shares; 2025Q4: 5,427 shares 5,427 $388K 0.04% -1,130 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,887 shares; 2025Q1: 6,911 shares; 2025Q2: 6,948 shares; 2025Q3: 7,559 shares; 2025Q4: 7,595 shares 7,595 $386K 0.04% +36 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 3,620 shares; 2025Q4: 4,075 shares 4,075 $386K 0.04% +455 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: not loaded; 2024Q4: 36,270 shares; 2025Q1: 37,328 shares; 2025Q2: 37,674 shares; 2025Q3: not reported; 2025Q4: 8,400 shares 8,400 $385K 0.04% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 1,244 shares 1,244 $382K 0.04% +348 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 777 shares; 2025Q4: 783 shares 783 $382K 0.04% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,287 shares 1,287 $382K 0.04% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 46,939 shares 46,939 $382K 0.04% +11,939 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,098 shares; 2025Q1: 89,592 shares; 2025Q2: 79,138 shares; 2025Q3: not reported; 2025Q4: 7,590 shares 7,590 $381K 0.04% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,658 shares; 2025Q3: 10,867 shares; 2025Q4: 6,177 shares 6,177 $374K 0.04% -4,690 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,557 shares 1,557 $373K 0.04% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,164 shares; 2025Q2: 12,140 shares; 2025Q3: 12,724 shares; 2025Q4: 14,947 shares 14,947 $369K 0.04% +2,223 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,704 shares 12,704 $369K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares 1,393 $366K 0.04% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 3,157 shares; 2025Q3: 3,183 shares; 2025Q4: 3,779 shares 3,779 $366K 0.04% +596 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 198,462 shares; 2025Q1: 177,266 shares; 2025Q2: 166,932 shares; 2025Q3: not reported; 2025Q4: 7,800 shares 7,800 $364K 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,250 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 3,889 shares 3,889 $364K 0.04% -1,016 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,595 shares; 2025Q1: 2,373 shares; 2025Q2: 5,012 shares; 2025Q3: 4,903 shares; 2025Q4: 2,888 shares 2,888 $363K 0.04% -2,015 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: not loaded; 2024Q4: 1,512 shares; 2025Q1: 5,439 shares; 2025Q2: 5,347 shares; 2025Q3: 2,287 shares; 2025Q4: 2,496 shares 2,496 $363K 0.04% +209 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 9,445 shares; 2025Q4: 8,027 shares 8,027 $358K 0.04% -1,418 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,514 shares 1,514 $356K 0.04% -67 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares 999 $355K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,949 shares; 2025Q3: 10,447 shares; 2025Q4: 7,918 shares 7,918 $355K 0.04% -2,529 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,068 shares; 2025Q1: 15,493 shares; 2025Q2: 9,404 shares; 2025Q3: not reported; 2025Q4: 7,606 shares 7,606 $353K 0.04% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,826 shares; 2025Q3: 3,887 shares; 2025Q4: 3,890 shares 3,890 $353K 0.04% +3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,423 shares; 2025Q4: 3,495 shares 3,495 $348K 0.04% +1,072 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,646 shares; 2025Q1: 14,869 shares; 2025Q2: 14,895 shares; 2025Q3: not reported; 2025Q4: 18,147 shares 18,147 $345K 0.04% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,272 shares; 2025Q1: 2,944 shares; 2025Q2: 2,976 shares; 2025Q3: not reported; 2025Q4: 2,846 shares 2,846 $345K 0.04% new 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: not loaded; 2024Q4: 9,723 shares; 2025Q1: 9,421 shares; 2025Q2: 8,606 shares; 2025Q3: 10,479 shares; 2025Q4: 4,355 shares 4,355 $340K 0.04% -6,124 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares 1,934 $339K 0.04% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 3,191 shares; 2025Q4: 4,585 shares 4,585 $339K 0.04% +1,394 Timeline DXJ 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 loaded; 2024Q4: 7,449 shares; 2025Q1: 7,134 shares; 2025Q2: 5,620 shares; 2025Q3: not reported; 2025Q4: 2,228 shares 2,228 $338K 0.04% new Timeline PHYL 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: not loaded; 2024Q4: not reported; 2025Q1: 8,727 shares; 2025Q2: 7,545 shares; 2025Q3: 9,577 shares; 2025Q4: 9,647 shares 9,647 $334K 0.04% +70 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,295 shares; 2025Q3: 1,303 shares; 2025Q4: 1,582 shares 1,582 $333K 0.04% +279 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,898 shares; 2025Q3: 12,974 shares; 2025Q4: 13,108 shares 13,108 $332K 0.04% +134 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,172 shares; 2025Q3: not reported; 2025Q4: 1,045 shares 1,045 $332K 0.04% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,859 shares; 2025Q1: 7,086 shares; 2025Q2: 7,093 shares; 2025Q3: not reported; 2025Q4: 6,909 shares 6,909 $329K 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,172 shares; 2025Q3: not reported; 2025Q4: 6,717 shares 6,717 $327K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 3,015 shares 3,015 $325K 0.04% +2,185 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: not loaded; 2024Q4: not reported; 2025Q1: 65,563 shares; 2025Q2: 87,360 shares; 2025Q3: 118,703 shares; 2025Q4: 5,953 shares 5,953 $324K 0.04% -112,750 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares 335 $321K 0.04% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares 9,324 $321K 0.04% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,562 shares; 2025Q1: 81,129 shares; 2025Q2: 50,085 shares; 2025Q3: not reported; 2025Q4: 22,536 shares 22,536 $319K 0.04% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares 2,898 $312K 0.04% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,427 shares; 2025Q4: 3,472 shares 3,472 $311K 0.04% +45 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,752 shares 1,752 $310K 0.03% -40 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: not loaded; 2024Q4: not reported; 2025Q1: 11,707 shares; 2025Q2: 10,709 shares; 2025Q3: 10,711 shares; 2025Q4: 10,715 shares 10,715 $305K 0.03% +4 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares 427 $303K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,811 shares; 2025Q3: 2,294 shares; 2025Q4: 2,732 shares 2,732 $302K 0.03% +438 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 3,028 shares; 2025Q3: 3,015 shares; 2025Q4: 3,240 shares 3,240 $299K 0.03% +225 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,000 shares 3,000 $297K 0.03% -70 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $294K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares 2,682 $294K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: not reported; 2025Q4: 1,240 shares 1,240 $291K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares; 2025Q4: 6,788 shares 6,788 $288K 0.03% +149 Timeline EWJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 3,517 shares 3,517 $286K 0.03% -47 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 6,451 shares 6,451 $285K 0.03% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,878 shares; 2025Q1: 59,881 shares; 2025Q2: 57,656 shares; 2025Q3: not reported; 2025Q4: 5,008 shares 5,008 $282K 0.03% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,037 shares; 2025Q1: 118,220 shares; 2025Q2: 125,890 shares; 2025Q3: not reported; 2025Q4: 5,800 shares 5,800 $280K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,006 shares; 2025Q3: 4,307 shares; 2025Q4: 4,409 shares 4,409 $280K 0.03% +102 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,346 shares 8,346 $279K 0.03% new 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: not loaded; 2024Q4: 5,731 shares; 2025Q1: 8,545 shares; 2025Q2: 8,468 shares; 2025Q3: 8,547 shares; 2025Q4: 2,822 shares 2,822 $278K 0.03% -5,725 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares 2,017 $277K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 2,088 shares 2,088 $276K 0.03% +356 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: not reported; 2025Q4: 2,977 shares 2,977 $275K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares 1,202 $275K 0.03% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,211 shares; 2025Q1: 16,407 shares; 2025Q2: 10,534 shares; 2025Q3: not reported; 2025Q4: 10,478 shares 10,478 $274K 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: not reported; 2025Q4: 377 shares 377 $273K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares 931 $273K 0.03% new Timeline PAUG 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 loaded; 2024Q4: 13,084 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: 6,400 shares 6,400 $272K 0.03% new 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: not loaded; 2024Q4: 5,961 shares; 2025Q1: 5,192 shares; 2025Q2: 9,194 shares; 2025Q3: not reported; 2025Q4: 4,221 shares 4,221 $272K 0.03% new Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares 3,856 $272K 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 707 shares; 2025Q3: 811 shares; 2025Q4: 640 shares 640 $272K 0.03% -171 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,536 shares; 2025Q3: 4,078 shares; 2025Q4: 4,749 shares 4,749 $271K 0.03% +671 Timeline SLQD 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 loaded; 2024Q4: 8,665 shares; 2025Q1: 8,690 shares; 2025Q2: 8,741 shares; 2025Q3: 8,781 shares; 2025Q4: 5,349 shares 5,349 $269K 0.03% -3,432 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 1,683 shares; 2025Q3: not reported; 2025Q4: 1,340 shares 1,340 $268K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: 23,652 shares; 2025Q2: 6,471 shares; 2025Q3: 8,085 shares; 2025Q4: 2,655 shares 2,655 $267K 0.03% -5,430 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,993 shares; 2025Q4: 3,093 shares 3,093 $266K 0.03% +100 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares 690 $265K 0.03% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 641 shares 641 $264K 0.03% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 7,859 shares 7,859 $263K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares 1,695 $261K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,237 shares 3,237 $259K 0.03% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares 523 $258K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 2,393 shares; 2025Q3: 1,537 shares; 2025Q4: 1,248 shares 1,248 $257K 0.03% -289 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 3,613 shares 3,613 $256K 0.03% +1,831 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares 194 $256K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,402 shares; 2025Q1: 3,766 shares; 2025Q2: 7,976 shares; 2025Q3: not reported; 2025Q4: 3,723 shares 3,723 $255K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,963 shares 6,963 $254K 0.03% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,392 shares; 2025Q1: 125,729 shares; 2025Q2: 125,456 shares; 2025Q3: not reported; 2025Q4: 4,915 shares 4,915 $254K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,754 shares 1,754 $253K 0.03% +186 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares 1,262 $252K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: 1,967 shares 1,967 $252K 0.03% new 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: not loaded; 2024Q4: 3,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares 1,892 $251K 0.03% new 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: not loaded; 2024Q4: 9,232 shares; 2025Q1: 7,144 shares; 2025Q2: 6,147 shares; 2025Q3: not reported; 2025Q4: 2,660 shares 2,660 $250K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 1,318 shares; 2025Q3: 1,316 shares; 2025Q4: 1,353 shares 1,353 $250K 0.03% +37 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares 3,037 $247K 0.03% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,690 shares; 2025Q1: 78,681 shares; 2025Q2: 71,358 shares; 2025Q3: not reported; 2025Q4: 4,612 shares 4,612 $246K 0.03% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares 817 $246K 0.03% 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: not loaded; 2024Q4: 8,443 shares; 2025Q1: 29,953 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,172 shares 4,172 $245K 0.03% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares 21,500 $245K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 807 shares 807 $245K 0.03% +127 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,901 shares; 2025Q1: 8,407 shares; 2025Q2: 8,442 shares; 2025Q3: not reported; 2025Q4: 4,434 shares 4,434 $245K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,885 shares 1,885 $245K 0.03% +4 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: not loaded; 2024Q4: 9,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,009 shares 7,009 $244K 0.03% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares 597 $244K 0.03% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,191 shares; 2025Q1: 28,694 shares; 2025Q2: 19,062 shares; 2025Q3: not reported; 2025Q4: 5,282 shares 5,282 $243K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 343 shares; 2025Q4: 2,197 shares 2,197 $243K 0.03% +1,854 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares 1,699 $239K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,826 shares; 2025Q2: 2,773 shares; 2025Q3: 2,053 shares; 2025Q4: 1,146 shares 1,146 $239K 0.03% -907 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,429 shares; 2025Q4: 1,446 shares 1,446 $239K 0.03% +17 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,008 shares; 2025Q3: not reported; 2025Q4: 4,101 shares 4,101 $239K 0.03% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,167 shares 4,167 $238K 0.03% new 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: not loaded; 2024Q4: 2,568 shares; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,645 shares; 2025Q4: 903 shares 903 $238K 0.03% -742 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares 1,946 $236K 0.03% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares 1,608 $235K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares 422 $234K 0.03% new 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 loaded; 2024Q4: 18,397 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares; 2025Q3: not reported; 2025Q4: 3,027 shares 3,027 $234K 0.03% new Timeline USMF 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 loaded; 2024Q4: 38,176 shares; 2025Q1: 14,136 shares; 2025Q2: 11,304 shares; 2025Q3: not reported; 2025Q4: 4,709 shares 4,709 $233K 0.03% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 3,308 shares 3,308 $229K 0.03% +135 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares 4,597 $229K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 12,723 shares 12,723 $228K 0.03% +823 Timeline ACWI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,662 shares 1,662 $227K 0.03% +11 Timeline ESGE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,061 shares 5,061 $226K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 985 shares; 2025Q4: 772 shares 772 $226K 0.03% -213 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 134,684 shares; 2025Q2: 158,709 shares; 2025Q3: 150,800 shares; 2025Q4: 8,786 shares 8,786 $221K 0.02% -142,014 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,418 shares 2,418 $220K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 1,705 shares 1,705 $219K 0.02% -86 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares 1,925 $218K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 312 shares; 2025Q4: 294 shares 294 $215K 0.02% -18 Timeline DGRS 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 loaded; 2024Q4: 15,790 shares; 2025Q1: 14,051 shares; 2025Q2: 11,456 shares; 2025Q3: not reported; 2025Q4: 4,175 shares 4,175 $215K 0.02% new 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: not loaded; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 903 shares; 2025Q3: not reported; 2025Q4: 717 shares 717 $215K 0.02% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,102 shares; 2025Q1: 3,727 shares; 2025Q2: 2,766 shares; 2025Q3: not reported; 2025Q4: 2,279 shares 2,279 $214K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares 554 $213K 0.02% new Timeline IHDG 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 loaded; 2024Q4: 6,706 shares; 2025Q1: 8,806 shares; 2025Q2: 7,023 shares; 2025Q3: not reported; 2025Q4: 4,566 shares 4,566 $212K 0.02% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,819 shares 5,819 $211K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,592 shares; 2025Q2: 9,449 shares; 2025Q3: 7,569 shares; 2025Q4: 6,940 shares 6,940 $210K 0.02% -629 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,356 shares; 2025Q3: 5,270 shares; 2025Q4: 4,504 shares 4,504 $209K 0.02% -766 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,576 shares; 2025Q1: 4,508 shares; 2025Q2: 3,523 shares; 2025Q3: not reported; 2025Q4: 2,306 shares 2,306 $208K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 388 shares; 2025Q4: 368 shares 368 $203K 0.02% -20 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 loaded; 2024Q4: not reported; 2025Q1: 5,613 shares; 2025Q2: 4,796 shares; 2025Q3: 4,498 shares; 2025Q4: 4,126 shares 4,126 $203K 0.02% -372 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,294 shares 1,294 $202K 0.02% new Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,548 shares; 2025Q4: 5,529 shares 5,529 $202K 0.02% -20,019 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares 1,621 $202K 0.02% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 1,517 shares; 2025Q4: 913 shares 913 $201K 0.02% -604 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares 440 $201K 0.02% new Timeline DTD 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 loaded; 2024Q4: 11,479 shares; 2025Q1: 4,483 shares; 2025Q2: 3,755 shares; 2025Q3: not reported; 2025Q4: 2,359 shares 2,359 $201K 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: not loaded; 2024Q4: 24,963 shares; 2025Q1: 22,395 shares; 2025Q2: 20,185 shares; 2025Q3: not reported; 2025Q4: 4,192 shares 4,192 $200K 0.02% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,336 shares 12,336 $163K 0.02% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,146 shares; 2025Q1: 13,146 shares; 2025Q2: 16,646 shares; 2025Q3: 15,850 shares; 2025Q4: 16,850 shares 16,850 $155K 0.02% +1,000 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,322 shares 11,322 $130K 0.01% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,862 shares; 2025Q1: 24,189 shares; 2025Q2: 21,516 shares; 2025Q3: 25,253 shares; 2025Q4: 15,245 shares 15,245 $128K 0.01% -10,008 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,960 shares; 2025Q2: 29,960 shares; 2025Q3: 29,960 shares; 2025Q4: 33,149 shares 33,149 $95.8K 0.01% +3,189 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,734 shares; 2025Q4: 12,018 shares 12,018 $78.2K 0.01% -10,716 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,982 shares 12,982 $52.6K 0.01% new Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,458 shares; 2025Q4: 27,308 shares 27,308 $48.9K 0.01% +11,850 Timeline