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: 646,396 shares; 2024Q4: 714,609 shares; 2025Q1: 707,176 shares; 2025Q2: 636,619 shares; 2025Q3: not reported; 2025Q4: 709,767 shares 709,767 $64.9M 4.59% new 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: 226,636 shares; 2024Q4: 231,182 shares; 2025Q1: 269,599 shares; 2025Q2: 267,812 shares; 2025Q3: 269,993 shares; 2025Q4: 268,121 shares 268,121 $50M 3.54% -1,872 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: 148,973 shares; 2024Q4: 141,953 shares; 2025Q1: 145,763 shares; 2025Q2: 150,048 shares; 2025Q3: 148,668 shares; 2025Q4: 151,373 shares 151,373 $41.2M 2.91% +2,705 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: 93,209 shares; 2024Q4: 94,571 shares; 2025Q1: 98,695 shares; 2025Q2: 101,937 shares; 2025Q3: 108,029 shares; 2025Q4: 109,850 shares 109,850 $25.4M 1.79% +1,821 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: 74,812 shares; 2024Q4: 76,537 shares; 2025Q1: 77,915 shares; 2025Q2: 79,576 shares; 2025Q3: 79,214 shares; 2025Q4: 77,510 shares 77,510 $24.3M 1.72% -1,704 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,072 shares; 2024Q4: 391,722 shares; 2025Q1: 412,543 shares; 2025Q2: 425,899 shares; 2025Q3: 438,148 shares; 2025Q4: 421,584 shares 421,584 $21.3M 1.51% -16,564 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: 91,165 shares; 2024Q4: 93,211 shares; 2025Q1: 99,503 shares; 2025Q2: 101,301 shares; 2025Q3: 106,099 shares; 2025Q4: 109,879 shares 109,879 $21M 1.48% +3,780 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,873 shares; 2024Q4: 303,528 shares; 2025Q1: 312,574 shares; 2025Q2: 316,167 shares; 2025Q3: 341,662 shares; 2025Q4: 357,905 shares 357,905 $19.4M 1.37% +16,243 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647,826 shares; 2024Q4: 647,956 shares; 2025Q1: 664,635 shares; 2025Q2: 670,798 shares; 2025Q3: 723,645 shares; 2025Q4: 755,223 shares 755,223 $19M 1.34% +31,578 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,970 shares; 2024Q4: 213,565 shares; 2025Q1: 222,375 shares; 2025Q2: 222,262 shares; 2025Q3: 233,019 shares; 2025Q4: 244,496 shares 244,496 $17.5M 1.23% +11,477 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: 36,486 shares; 2024Q4: 36,157 shares; 2025Q1: 37,129 shares; 2025Q2: 34,359 shares; 2025Q3: 34,890 shares; 2025Q4: 36,010 shares 36,010 $17.4M 1.23% +1,120 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: 42,380 shares; 2024Q4: 42,362 shares; 2025Q1: 45,209 shares; 2025Q2: 45,312 shares; 2025Q3: 47,729 shares; 2025Q4: 46,213 shares 46,213 $16M 1.13% -1,516 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: 21,512 shares; 2024Q4: 21,043 shares; 2025Q1: 21,911 shares; 2025Q2: 22,094 shares; 2025Q3: 22,324 shares; 2025Q4: 22,453 shares 22,453 $15.4M 1.09% +129 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 21,150 shares; 2025Q1: 75,503 shares; 2025Q2: 116,864 shares; 2025Q3: 168,092 shares; 2025Q4: 258,407 shares 258,407 $13.9M 0.98% +90,315 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,060 shares; 2024Q4: 261,333 shares; 2025Q1: 257,677 shares; 2025Q2: 253,273 shares; 2025Q3: 238,324 shares; 2025Q4: 231,483 shares 231,483 $13.9M 0.98% -6,841 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: 88,005 shares; 2024Q4: 85,435 shares; 2025Q1: 93,027 shares; 2025Q2: 91,163 shares; 2025Q3: 42,339 shares; 2025Q4: 70,925 shares 70,925 $13.6M 0.96% +28,586 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: 82,564 shares; 2024Q4: 95,923 shares; 2025Q1: 122,441 shares; 2025Q2: 154,690 shares; 2025Q3: 170,106 shares; 2025Q4: 225,716 shares 225,716 $12.9M 0.91% +55,610 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,421 shares; 2024Q4: 9,782 shares; 2025Q1: 19,138 shares; 2025Q2: 171,543 shares; 2025Q3: 162,119 shares; 2025Q4: 222,712 shares 222,712 $12.9M 0.91% +60,593 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,952 shares; 2024Q4: 195,281 shares; 2025Q1: 200,110 shares; 2025Q2: 204,612 shares; 2025Q3: 219,304 shares; 2025Q4: 209,600 shares 209,600 $12.3M 0.87% -9,704 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,360 shares; 2024Q4: 171,122 shares; 2025Q1: 174,629 shares; 2025Q2: 178,849 shares; 2025Q3: 182,249 shares; 2025Q4: 176,164 shares 176,164 $12.2M 0.86% -6,085 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: 70,693 shares; 2024Q4: 67,363 shares; 2025Q1: 71,171 shares; 2025Q2: 68,795 shares; 2025Q3: 92,374 shares; 2025Q4: 95,471 shares 95,471 $11.5M 0.81% +3,097 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: 23,579 shares; 2024Q4: 23,428 shares; 2025Q1: 24,475 shares; 2025Q2: 24,976 shares; 2025Q3: 23,094 shares; 2025Q4: 23,385 shares 23,385 $11.4M 0.81% +291 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: 38,568 shares; 2024Q4: 38,052 shares; 2025Q1: 49,628 shares; 2025Q2: 48,851 shares; 2025Q3: 47,492 shares; 2025Q4: 48,039 shares 48,039 $11M 0.78% +547 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: 16,458 shares; 2024Q4: 18,189 shares; 2025Q1: 16,821 shares; 2025Q2: 16,940 shares; 2025Q3: 16,273 shares; 2025Q4: 17,796 shares 17,796 $10.9M 0.77% +1,523 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: 73,722 shares; 2024Q4: 72,849 shares; 2025Q1: 77,969 shares; 2025Q2: 54,303 shares; 2025Q3: 53,749 shares; 2025Q4: 54,425 shares 54,425 $10.8M 0.76% +676 Timeline FCEF 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: 449,134 shares; 2024Q4: 440,921 shares; 2025Q1: 437,889 shares; 2025Q2: 439,056 shares; 2025Q3: 444,899 shares; 2025Q4: 457,362 shares 457,362 $10.5M 0.74% +12,463 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: 27,079 shares; 2024Q4: 27,405 shares; 2025Q1: 31,632 shares; 2025Q2: 27,484 shares; 2025Q3: 26,550 shares; 2025Q4: 26,451 shares 26,451 $10.5M 0.74% -99 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,018 shares; 2024Q4: 209,146 shares; 2025Q1: 214,692 shares; 2025Q2: 218,306 shares; 2025Q3: 217,200 shares; 2025Q4: 231,938 shares 231,938 $10.3M 0.73% +14,738 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,988 shares; 2024Q4: 100,361 shares; 2025Q1: 101,778 shares; 2025Q2: 102,131 shares; 2025Q3: 107,444 shares; 2025Q4: 109,515 shares 109,515 $10.2M 0.72% +2,071 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: 13,028 shares; 2024Q4: 13,076 shares; 2025Q1: 13,255 shares; 2025Q2: 14,395 shares; 2025Q3: 14,501 shares; 2025Q4: 15,243 shares 15,243 $10.1M 0.71% +742 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: 31,095 shares; 2024Q4: 29,575 shares; 2025Q1: 31,401 shares; 2025Q2: 33,628 shares; 2025Q3: 32,613 shares; 2025Q4: 33,217 shares 33,217 $9.64M 0.68% +604 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: 74,520 shares; 2024Q4: 77,656 shares; 2025Q1: 79,401 shares; 2025Q2: 79,134 shares; 2025Q3: 79,531 shares; 2025Q4: 82,182 shares 82,182 $9.63M 0.68% +2,651 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: 11,015 shares; 2024Q4: 12,580 shares; 2025Q1: 12,690 shares; 2025Q2: 13,524 shares; 2025Q3: 13,959 shares; 2025Q4: 13,805 shares 13,805 $9.41M 0.67% -154 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: 7,833 shares; 2024Q4: 7,707 shares; 2025Q1: 8,084 shares; 2025Q2: 8,755 shares; 2025Q3: 8,795 shares; 2025Q4: 8,694 shares 8,694 $9.34M 0.66% -101 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: 11,450 shares; 2024Q4: 11,146 shares; 2025Q1: 33,503 shares; 2025Q2: 31,652 shares; 2025Q3: 28,801 shares; 2025Q4: 37,151 shares 37,151 $9.15M 0.65% +8,350 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: 22,650 shares; 2024Q4: 23,143 shares; 2025Q1: 23,677 shares; 2025Q2: 26,726 shares; 2025Q3: 26,816 shares; 2025Q4: 27,097 shares 27,097 $8.73M 0.62% +281 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: 213,711 shares; 2024Q4: 174,309 shares; 2025Q1: 187,446 shares; 2025Q2: 227,736 shares; 2025Q3: 235,109 shares; 2025Q4: 244,519 shares 244,519 $8.38M 0.59% +9,410 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: 11,443 shares; 2024Q4: 11,097 shares; 2025Q1: 12,393 shares; 2025Q2: 14,156 shares; 2025Q3: 14,919 shares; 2025Q4: 16,589 shares 16,589 $8.34M 0.59% +1,670 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 13,880 shares; 2025Q1: 43,849 shares; 2025Q2: 71,825 shares; 2025Q3: 100,506 shares; 2025Q4: 154,527 shares 154,527 $8.12M 0.57% +54,021 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 37,870 shares; 2025Q1: 62,895 shares; 2025Q2: 72,460 shares; 2025Q3: 139,748 shares; 2025Q4: 156,812 shares 156,812 $7.93M 0.56% +17,064 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: 117,153 shares; 2024Q4: 115,748 shares; 2025Q1: 117,543 shares; 2025Q2: 121,694 shares; 2025Q3: 116,825 shares; 2025Q4: 117,960 shares 117,960 $7.79M 0.55% +1,135 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: 57,665 shares; 2024Q4: 57,723 shares; 2025Q1: 60,357 shares; 2025Q2: 62,833 shares; 2025Q3: 62,896 shares; 2025Q4: 62,155 shares 62,155 $7.66M 0.54% -741 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: 26,452 shares; 2024Q4: 21,680 shares; 2025Q1: 22,117 shares; 2025Q2: 22,261 shares; 2025Q3: 22,048 shares; 2025Q4: 21,991 shares 21,991 $7.37M 0.52% -57 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,221 shares; 2024Q4: 135,577 shares; 2025Q1: 156,452 shares; 2025Q2: 164,298 shares; 2025Q3: 163,514 shares; 2025Q4: 155,684 shares 155,684 $7.29M 0.52% -7,830 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: 32,552 shares; 2024Q4: 30,906 shares; 2025Q1: 31,394 shares; 2025Q2: 31,792 shares; 2025Q3: 34,877 shares; 2025Q4: 35,155 shares 35,155 $7.28M 0.51% +278 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: 21,303 shares; 2024Q4: 21,131 shares; 2025Q1: 22,157 shares; 2025Q2: 26,096 shares; 2025Q3: 22,571 shares; 2025Q4: 22,148 shares 22,148 $6.93M 0.49% -423 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: 75,067 shares; 2024Q4: 74,325 shares; 2025Q1: 77,975 shares; 2025Q2: 74,426 shares; 2025Q3: 75,366 shares; 2025Q4: 76,320 shares 76,320 $6.83M 0.48% +954 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,308 shares; 2024Q4: 53,508 shares; 2025Q1: 105,079 shares; 2025Q2: 117,845 shares; 2025Q3: not reported; 2025Q4: 135,215 shares 135,215 $6.72M 0.48% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,436 shares; 2024Q4: 23,551 shares; 2025Q1: 23,354 shares; 2025Q2: 23,600 shares; 2025Q3: 23,327 shares; 2025Q4: 157,230 shares 157,230 $6.71M 0.47% +133,903 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,212 shares; 2024Q4: 108,788 shares; 2025Q1: 111,680 shares; 2025Q2: 112,643 shares; 2025Q3: 119,721 shares; 2025Q4: 123,409 shares 123,409 $6.21M 0.44% +3,688 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: 18,676 shares; 2024Q4: 18,321 shares; 2025Q1: 20,444 shares; 2025Q2: 19,540 shares; 2025Q3: 19,941 shares; 2025Q4: 20,657 shares 20,657 $6.12M 0.43% +716 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: 15,108 shares; 2024Q4: 15,189 shares; 2025Q1: 16,115 shares; 2025Q2: 16,765 shares; 2025Q3: 17,131 shares; 2025Q4: 17,251 shares 17,251 $6.05M 0.43% +120 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: 48,886 shares; 2024Q4: 50,858 shares; 2025Q1: 52,252 shares; 2025Q2: 51,968 shares; 2025Q3: 52,730 shares; 2025Q4: 53,971 shares 53,971 $6.01M 0.43% +1,241 Timeline DCOR 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: 99,386 shares; 2024Q4: 94,625 shares; 2025Q1: 89,840 shares; 2025Q2: 88,522 shares; 2025Q3: 82,290 shares; 2025Q4: 81,134 shares 81,134 $5.97M 0.42% -1,156 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: 59,090 shares; 2024Q4: 58,715 shares; 2025Q1: 58,967 shares; 2025Q2: 59,160 shares; 2025Q3: 59,097 shares; 2025Q4: 66,279 shares 66,279 $5.93M 0.42% +7,182 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: 38,106 shares; 2024Q4: 36,438 shares; 2025Q1: 47,833 shares; 2025Q2: 47,708 shares; 2025Q3: 48,224 shares; 2025Q4: 48,758 shares 48,758 $5.87M 0.41% +534 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,978 shares; 2024Q4: 52,756 shares; 2025Q1: 109,277 shares; 2025Q2: 146,414 shares; 2025Q3: 165,278 shares; 2025Q4: 173,188 shares 173,188 $5.8M 0.41% +7,910 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: 23,426 shares; 2024Q4: 23,277 shares; 2025Q1: 26,520 shares; 2025Q2: 26,689 shares; 2025Q3: 23,632 shares; 2025Q4: 23,501 shares 23,501 $5.67M 0.4% -131 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 4,974 shares; 2025Q1: 5,009 shares; 2025Q2: 3,570 shares; 2025Q3: 20,838 shares; 2025Q4: 55,486 shares 55,486 $5.57M 0.39% +34,648 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: 99,627 shares; 2024Q4: 101,941 shares; 2025Q1: 103,750 shares; 2025Q2: 104,715 shares; 2025Q3: 102,900 shares; 2025Q4: 101,217 shares 101,217 $5.57M 0.39% -1,683 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,562 shares; 2024Q4: 62,258 shares; 2025Q1: 64,893 shares; 2025Q2: 68,853 shares; 2025Q3: 66,648 shares; 2025Q4: 70,806 shares 70,806 $5.5M 0.39% +4,158 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,030 shares; 2024Q4: 48,564 shares; 2025Q1: 50,135 shares; 2025Q2: 52,200 shares; 2025Q3: 53,292 shares; 2025Q4: 52,278 shares 52,278 $5.44M 0.38% -1,014 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: 32,905 shares; 2024Q4: 33,147 shares; 2025Q1: 37,709 shares; 2025Q2: 39,320 shares; 2025Q3: 36,369 shares; 2025Q4: 37,295 shares 37,295 $5.34M 0.38% +926 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: 16,487 shares; 2024Q4: 18,069 shares; 2025Q1: 22,526 shares; 2025Q2: 24,410 shares; 2025Q3: 24,551 shares; 2025Q4: 24,213 shares 24,213 $5.19M 0.37% -338 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,844 shares; 2024Q4: 200,570 shares; 2025Q1: 211,337 shares; 2025Q2: 214,136 shares; 2025Q3: 205,706 shares; 2025Q4: 206,993 shares 206,993 $5.15M 0.36% +1,287 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,190 shares; 2024Q4: 31,484 shares; 2025Q1: 32,198 shares; 2025Q2: 33,406 shares; 2025Q3: 34,084 shares; 2025Q4: 35,240 shares 35,240 $5.06M 0.36% +1,156 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,822 shares; 2024Q4: 61,842 shares; 2025Q1: 61,904 shares; 2025Q2: 62,100 shares; 2025Q3: 62,274 shares; 2025Q4: 62,992 shares 62,992 $5.03M 0.36% +718 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,208 shares; 2024Q4: 44,284 shares; 2025Q1: 44,961 shares; 2025Q2: 47,978 shares; 2025Q3: 48,598 shares; 2025Q4: 48,458 shares 48,458 $5.02M 0.35% -140 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,351 shares; 2024Q4: 90,609 shares; 2025Q1: 91,330 shares; 2025Q2: 91,062 shares; 2025Q3: 68,757 shares; 2025Q4: 70,517 shares 70,517 $4.8M 0.34% +1,760 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,495 shares; 2024Q4: 74,139 shares; 2025Q1: 137,672 shares; 2025Q2: 148,096 shares; 2025Q3: 177,798 shares; 2025Q4: 182,320 shares 182,320 $4.78M 0.34% +4,522 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,891 shares; 2024Q4: 97,988 shares; 2025Q1: 153,557 shares; 2025Q2: 172,992 shares; 2025Q3: 189,325 shares; 2025Q4: 205,347 shares 205,347 $4.73M 0.33% +16,022 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: 248,602 shares; 2024Q4: 250,434 shares; 2025Q1: 99,538 shares; 2025Q2: 94,544 shares; 2025Q3: 91,945 shares; 2025Q4: 95,573 shares 95,573 $4.7M 0.33% +3,628 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: 111,137 shares; 2024Q4: 105,728 shares; 2025Q1: 104,082 shares; 2025Q2: 102,907 shares; 2025Q3: 103,697 shares; 2025Q4: 102,680 shares 102,680 $4.44M 0.31% -1,017 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,834 shares; 2024Q4: 49,049 shares; 2025Q1: 70,576 shares; 2025Q2: 78,486 shares; 2025Q3: 73,237 shares; 2025Q4: 73,351 shares 73,351 $4.26M 0.3% +114 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: 8,053 shares; 2024Q4: 7,291 shares; 2025Q1: 8,416 shares; 2025Q2: 10,340 shares; 2025Q3: 9,403 shares; 2025Q4: 9,451 shares 9,451 $4.25M 0.3% +48 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: 13,056 shares; 2024Q4: 12,264 shares; 2025Q1: 24,550 shares; 2025Q2: 30,541 shares; 2025Q3: 24,214 shares; 2025Q4: 23,832 shares 23,832 $4.24M 0.3% -382 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,548 shares; 2024Q4: 79,892 shares; 2025Q1: 96,981 shares; 2025Q2: 105,061 shares; 2025Q3: 105,470 shares; 2025Q4: 111,016 shares 111,016 $4.22M 0.3% +5,546 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,832 shares; 2024Q4: 113,657 shares; 2025Q1: 112,088 shares; 2025Q2: 109,865 shares; 2025Q3: not reported; 2025Q4: 101,859 shares 101,859 $4.21M 0.3% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 20,005 shares; 2025Q1: 33,696 shares; 2025Q2: 45,616 shares; 2025Q3: 39,218 shares; 2025Q4: 42,309 shares 42,309 $4.2M 0.3% +3,091 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: 17,412 shares; 2024Q4: 29,797 shares; 2025Q1: 49,245 shares; 2025Q2: 55,181 shares; 2025Q3: 49,692 shares; 2025Q4: 52,136 shares 52,136 $4.18M 0.3% +2,444 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: 11,857 shares; 2024Q4: 11,508 shares; 2025Q1: 11,609 shares; 2025Q2: 11,693 shares; 2025Q3: 11,914 shares; 2025Q4: 12,123 shares 12,123 $4.17M 0.29% +209 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,681 shares; 2025Q1: 10,507 shares; 2025Q2: 12,503 shares; 2025Q3: 63,640 shares; 2025Q4: 65,425 shares 65,425 $4.07M 0.29% +1,785 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,028 shares; 2024Q4: 56,307 shares; 2025Q1: 63,251 shares; 2025Q2: 89,271 shares; 2025Q3: 91,571 shares; 2025Q4: 104,727 shares 104,727 $4M 0.28% +13,156 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: 3,882 shares; 2024Q4: 4,449 shares; 2025Q1: 4,533 shares; 2025Q2: 4,740 shares; 2025Q3: 5,625 shares; 2025Q4: 6,311 shares 6,311 $3.96M 0.28% +686 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: 14,903 shares; 2024Q4: 14,819 shares; 2025Q1: 31,646 shares; 2025Q2: 31,385 shares; 2025Q3: 30,858 shares; 2025Q4: 30,719 shares 30,719 $3.85M 0.27% -139 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: 40,654 shares; 2024Q4: 117,791 shares; 2025Q1: 116,401 shares; 2025Q2: 111,646 shares; 2025Q3: 113,952 shares; 2025Q4: 138,503 shares 138,503 $3.8M 0.27% +24,551 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,527 shares; 2025Q2: 18,024 shares; 2025Q3: not reported; 2025Q4: 37,535 shares 37,535 $3.77M 0.27% new 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: 22,246 shares; 2024Q4: 21,177 shares; 2025Q1: 23,316 shares; 2025Q2: 23,676 shares; 2025Q3: 23,609 shares; 2025Q4: 24,456 shares 24,456 $3.73M 0.26% +847 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,654 shares; 2024Q4: 66,752 shares; 2025Q1: 63,759 shares; 2025Q2: 67,898 shares; 2025Q3: 92,496 shares; 2025Q4: 95,208 shares 95,208 $3.65M 0.26% +2,712 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,273 shares; 2024Q4: 18,528 shares; 2025Q1: 21,447 shares; 2025Q2: 21,421 shares; 2025Q3: 21,407 shares; 2025Q4: 21,352 shares 21,352 $3.64M 0.26% -55 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,958 shares; 2025Q2: 181,346 shares; 2025Q3: 183,441 shares; 2025Q4: 205,300 shares 205,300 $3.64M 0.26% +21,859 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,245 shares; 2024Q4: 75,742 shares; 2025Q1: 73,753 shares; 2025Q2: 73,600 shares; 2025Q3: 74,664 shares; 2025Q4: 75,668 shares 75,668 $3.63M 0.26% +1,004 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 6,252 shares; 2025Q1: 23,695 shares; 2025Q2: 25,973 shares; 2025Q3: 50,425 shares; 2025Q4: 53,034 shares 53,034 $3.63M 0.26% +2,609 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,953 shares; 2025Q1: 15,317 shares; 2025Q2: 23,734 shares; 2025Q3: 37,672 shares; 2025Q4: 39,317 shares 39,317 $3.59M 0.25% +1,645 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: 23,902 shares; 2024Q4: 24,408 shares; 2025Q1: 23,903 shares; 2025Q2: 22,025 shares; 2025Q3: 21,158 shares; 2025Q4: 23,084 shares 23,084 $3.57M 0.25% +1,926 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: 57,358 shares; 2024Q4: 57,370 shares; 2025Q1: 60,526 shares; 2025Q2: 58,635 shares; 2025Q3: 58,609 shares; 2025Q4: 58,621 shares 58,621 $3.43M 0.24% +12 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: 9,869 shares; 2024Q4: 10,026 shares; 2025Q1: 10,515 shares; 2025Q2: 10,608 shares; 2025Q3: 10,246 shares; 2025Q4: 10,363 shares 10,363 $3.39M 0.24% +117 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,443 shares 223,443 $3.35M 0.24% new Timeline SPMD 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: 131,891 shares; 2024Q4: 130,957 shares; 2025Q1: 139,634 shares; 2025Q2: 46,569 shares; 2025Q3: 58,346 shares; 2025Q4: 57,440 shares 57,440 $3.33M 0.24% -906 Timeline VPU 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: 13,655 shares; 2024Q4: 13,923 shares; 2025Q1: 15,324 shares; 2025Q2: 16,432 shares; 2025Q3: 17,059 shares; 2025Q4: 17,741 shares 17,741 $3.28M 0.23% +682 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 26,520 shares; 2025Q1: 27,265 shares; 2025Q2: 27,075 shares; 2025Q3: 25,600 shares; 2025Q4: 24,997 shares 24,997 $3.25M 0.23% -603 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: 64,001 shares; 2024Q4: 68,554 shares; 2025Q1: 72,884 shares; 2025Q2: 75,651 shares; 2025Q3: 76,502 shares; 2025Q4: 79,822 shares 79,822 $3.25M 0.23% +3,320 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 14,345 shares; 2025Q1: 30,025 shares; 2025Q2: 34,490 shares; 2025Q3: 49,355 shares; 2025Q4: 61,895 shares 61,895 $3.22M 0.23% +12,540 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 4,343 shares; 2025Q1: 4,479 shares; 2025Q2: 7,469 shares; 2025Q3: 9,559 shares; 2025Q4: 9,598 shares 9,598 $3.17M 0.22% +39 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: 20,679 shares; 2024Q4: 19,580 shares; 2025Q1: 20,853 shares; 2025Q2: 20,795 shares; 2025Q3: 19,531 shares; 2025Q4: 19,747 shares 19,747 $3.17M 0.22% +216 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: 5,008 shares; 2024Q4: 5,024 shares; 2025Q1: 5,384 shares; 2025Q2: 5,716 shares; 2025Q3: 5,545 shares; 2025Q4: 5,473 shares 5,473 $3.14M 0.22% -72 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,212 shares; 2024Q4: 60,611 shares; 2025Q1: 62,406 shares; 2025Q2: 60,706 shares; 2025Q3: 61,968 shares; 2025Q4: 65,211 shares 65,211 $3.12M 0.22% +3,243 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: 15,103 shares; 2024Q4: 15,152 shares; 2025Q1: 9,446 shares; 2025Q2: 10,573 shares; 2025Q3: 10,601 shares; 2025Q4: 21,234 shares 21,234 $3.06M 0.22% +10,633 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,928 shares; 2024Q4: 22,693 shares; 2025Q1: 22,581 shares; 2025Q2: 22,581 shares; 2025Q3: 28,536 shares; 2025Q4: 28,241 shares 28,241 $3.01M 0.21% -295 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: 31,887 shares; 2024Q4: 31,330 shares; 2025Q1: 30,752 shares; 2025Q2: 30,609 shares; 2025Q3: 30,143 shares; 2025Q4: 29,725 shares 29,725 $2.97M 0.21% -418 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 21,336 shares; 2025Q4: 44,368 shares 44,368 $2.95M 0.21% +23,032 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: 24,790 shares; 2024Q4: 25,300 shares; 2025Q1: 28,611 shares; 2025Q2: 28,690 shares; 2025Q3: 28,415 shares; 2025Q4: 27,972 shares 27,972 $2.94M 0.21% -443 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: 40,368 shares; 2024Q4: 36,077 shares; 2025Q1: 38,659 shares; 2025Q2: 41,082 shares; 2025Q3: 42,253 shares; 2025Q4: 43,632 shares 43,632 $2.93M 0.21% +1,379 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: 34,397 shares; 2024Q4: 42,468 shares; 2025Q1: 46,395 shares; 2025Q2: 46,624 shares; 2025Q3: 48,248 shares; 2025Q4: 50,957 shares 50,957 $2.87M 0.2% +2,709 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,185 shares; 2024Q4: 84,860 shares; 2025Q1: 93,098 shares; 2025Q2: 94,586 shares; 2025Q3: 93,198 shares; 2025Q4: 74,766 shares 74,766 $2.85M 0.2% -18,432 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: 43,080 shares; 2024Q4: 45,407 shares; 2025Q1: 45,973 shares; 2025Q2: 46,840 shares; 2025Q3: 46,474 shares; 2025Q4: 48,613 shares 48,613 $2.8M 0.2% +2,139 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,937 shares; 2025Q1: 43,187 shares; 2025Q2: 45,629 shares; 2025Q3: 49,308 shares; 2025Q4: 65,787 shares 65,787 $2.79M 0.2% +16,479 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: 6,757 shares; 2024Q4: 6,454 shares; 2025Q1: 9,147 shares; 2025Q2: 8,604 shares; 2025Q3: 8,779 shares; 2025Q4: 9,014 shares 9,014 $2.78M 0.2% +235 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: 29,636 shares; 2024Q4: 29,736 shares; 2025Q1: 30,854 shares; 2025Q2: 31,085 shares; 2025Q3: 30,869 shares; 2025Q4: 29,455 shares 29,455 $2.77M 0.2% -1,414 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: 5,059 shares; 2024Q4: 5,830 shares; 2025Q1: 6,666 shares; 2025Q2: 6,691 shares; 2025Q3: 5,725 shares; 2025Q4: 5,688 shares 5,688 $2.75M 0.19% -37 Timeline FTHI 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: 68,927 shares; 2024Q4: 77,717 shares; 2025Q1: 94,182 shares; 2025Q2: 104,531 shares; 2025Q3: 111,808 shares; 2025Q4: 115,424 shares 115,424 $2.73M 0.19% +3,616 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: 10,270 shares; 2024Q4: 10,373 shares; 2025Q1: 10,820 shares; 2025Q2: 10,949 shares; 2025Q3: 10,882 shares; 2025Q4: 10,842 shares 10,842 $2.71M 0.19% -40 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: 36,316 shares; 2024Q4: 37,397 shares; 2025Q1: 39,241 shares; 2025Q2: 38,557 shares; 2025Q3: 38,999 shares; 2025Q4: 38,739 shares 38,739 $2.71M 0.19% -260 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: 9,128 shares; 2024Q4: 9,310 shares; 2025Q1: 12,031 shares; 2025Q2: 21,900 shares; 2025Q3: 18,189 shares; 2025Q4: 18,543 shares 18,543 $2.66M 0.19% +354 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,618 shares; 2025Q1: 1,692 shares; 2025Q2: 2,966 shares; 2025Q3: 3,044 shares; 2025Q4: 3,026 shares 3,026 $2.66M 0.19% -18 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,478 shares; 2025Q2: 51,323 shares; 2025Q3: 64,892 shares; 2025Q4: 80,432 shares 80,432 $2.65M 0.19% +15,540 Timeline MDIV 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: 246,188 shares; 2024Q4: 229,564 shares; 2025Q1: 218,529 shares; 2025Q2: 200,879 shares; 2025Q3: 181,460 shares; 2025Q4: 168,535 shares 168,535 $2.65M 0.19% -12,925 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,582 shares; 2024Q4: 21,173 shares; 2025Q1: 44,082 shares; 2025Q2: 46,800 shares; 2025Q3: 43,842 shares; 2025Q4: 44,019 shares 44,019 $2.65M 0.19% +177 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,332 shares; 2025Q2: 48,175 shares; 2025Q3: 46,361 shares; 2025Q4: 47,523 shares 47,523 $2.64M 0.19% +1,162 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: 14,120 shares; 2024Q4: 14,472 shares; 2025Q1: 14,666 shares; 2025Q2: 15,089 shares; 2025Q3: 15,184 shares; 2025Q4: 14,602 shares 14,602 $2.59M 0.18% -582 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,620 shares; 2024Q4: 37,335 shares; 2025Q1: 42,608 shares; 2025Q2: 43,987 shares; 2025Q3: 44,206 shares; 2025Q4: 44,152 shares 44,152 $2.58M 0.18% -54 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 9,415 shares; 2025Q1: 22,887 shares; 2025Q2: 30,561 shares; 2025Q3: 42,341 shares; 2025Q4: 53,517 shares 53,517 $2.57M 0.18% +11,176 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: 9,562 shares; 2024Q4: 11,118 shares; 2025Q1: 12,139 shares; 2025Q2: 11,504 shares; 2025Q3: 11,428 shares; 2025Q4: 11,591 shares 11,591 $2.55M 0.18% +163 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,712 shares; 2024Q4: 21,905 shares; 2025Q1: 23,504 shares; 2025Q2: 22,627 shares; 2025Q3: 23,475 shares; 2025Q4: 21,015 shares 21,015 $2.51M 0.18% -2,460 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: 24,547 shares; 2024Q4: 20,960 shares; 2025Q1: 22,045 shares; 2025Q2: 21,506 shares; 2025Q3: 32,417 shares; 2025Q4: 32,374 shares 32,374 $2.49M 0.18% -43 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: 10,951 shares; 2025Q1: 20,951 shares; 2025Q2: 26,750 shares; 2025Q3: 28,559 shares; 2025Q4: 53,267 shares 53,267 $2.48M 0.18% +24,708 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: 20,139 shares; 2024Q4: 20,139 shares; 2025Q1: 28,911 shares; 2025Q2: 30,160 shares; 2025Q3: 31,691 shares; 2025Q4: 34,485 shares 34,485 $2.46M 0.17% +2,794 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: 2,683 shares; 2024Q4: 2,562 shares; 2025Q1: 3,118 shares; 2025Q2: 3,504 shares; 2025Q3: 2,953 shares; 2025Q4: 2,834 shares 2,834 $2.44M 0.17% -119 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,641 shares; 2024Q4: 65,161 shares; 2025Q1: 72,865 shares; 2025Q2: 70,142 shares; 2025Q3: 71,236 shares; 2025Q4: 73,910 shares 73,910 $2.41M 0.17% +2,674 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: 7,740 shares; 2024Q4: 7,773 shares; 2025Q1: 7,725 shares; 2025Q2: 7,700 shares; 2025Q3: 7,706 shares; 2025Q4: 7,853 shares 7,853 $2.4M 0.17% +147 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: 20,609 shares; 2024Q4: 18,049 shares; 2025Q1: 17,879 shares; 2025Q2: 17,739 shares; 2025Q3: 16,639 shares; 2025Q4: 15,889 shares 15,889 $2.37M 0.17% -750 Timeline PDP 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: 20,121 shares; 2024Q4: 20,121 shares; 2025Q1: 20,121 shares; 2025Q2: 20,121 shares; 2025Q3: 20,230 shares; 2025Q4: 20,139 shares 20,139 $2.34M 0.17% -91 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,274 shares; 2024Q4: 132,757 shares; 2025Q1: 133,891 shares; 2025Q2: 129,312 shares; 2025Q3: 125,128 shares; 2025Q4: 128,074 shares 128,074 $2.33M 0.16% +2,946 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,708 shares; 2024Q4: 52,681 shares; 2025Q1: 53,792 shares; 2025Q2: 58,913 shares; 2025Q3: 58,132 shares; 2025Q4: 47,393 shares 47,393 $2.33M 0.16% -10,739 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,007 shares; 2025Q1: 3,972 shares; 2025Q2: 3,961 shares; 2025Q3: 3,888 shares; 2025Q4: 3,758 shares 3,758 $2.27M 0.16% -130 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,716 shares; 2025Q1: 6,146 shares; 2025Q2: 7,051 shares; 2025Q3: 17,280 shares; 2025Q4: 18,201 shares 18,201 $2.26M 0.16% +921 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,565 shares; 2024Q4: 51,990 shares; 2025Q1: 51,990 shares; 2025Q2: 51,925 shares; 2025Q3: 50,245 shares; 2025Q4: 48,975 shares 48,975 $2.25M 0.16% -1,270 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: 32,954 shares; 2024Q4: 35,561 shares; 2025Q1: 32,717 shares; 2025Q2: 32,276 shares; 2025Q3: 29,775 shares; 2025Q4: 29,707 shares 29,707 $2.24M 0.16% -68 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: 3,116 shares; 2024Q4: 3,135 shares; 2025Q1: 3,145 shares; 2025Q2: 3,644 shares; 2025Q3: 3,767 shares; 2025Q4: 3,923 shares 3,923 $2.24M 0.16% +156 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: 5,607 shares; 2024Q4: 6,646 shares; 2025Q1: 7,878 shares; 2025Q2: 8,114 shares; 2025Q3: 8,444 shares; 2025Q4: 8,440 shares 8,440 $2.17M 0.15% -4 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,964 shares; 2024Q4: 26,597 shares; 2025Q1: 26,401 shares; 2025Q2: 26,246 shares; 2025Q3: 24,211 shares; 2025Q4: 12,829 shares 12,829 $2.15M 0.15% -11,382 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: 6,929 shares; 2024Q4: 7,059 shares; 2025Q1: 9,852 shares; 2025Q2: 10,071 shares; 2025Q3: 10,495 shares; 2025Q4: 10,965 shares 10,965 $2.14M 0.15% +470 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,210 shares; 2024Q4: 22,039 shares; 2025Q1: 21,334 shares; 2025Q2: 21,374 shares; 2025Q3: 21,454 shares; 2025Q4: 22,683 shares 22,683 $2.1M 0.15% +1,229 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,813 shares; 2025Q1: 1,886 shares; 2025Q2: 1,909 shares; 2025Q3: 1,816 shares; 2025Q4: 1,896 shares 1,896 $2.03M 0.14% +80 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,692 shares; 2025Q1: 1,648 shares; 2025Q2: 1,679 shares; 2025Q3: 1,952 shares; 2025Q4: 21,233 shares 21,233 $1.99M 0.14% +19,281 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: 23,810 shares; 2024Q4: 21,676 shares; 2025Q1: 47,414 shares; 2025Q2: 56,248 shares; 2025Q3: 55,399 shares; 2025Q4: 56,459 shares 56,459 $1.96M 0.14% +1,060 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,475 shares; 2024Q4: 65,631 shares; 2025Q1: 74,163 shares; 2025Q2: 84,524 shares; 2025Q3: 92,082 shares; 2025Q4: 100,180 shares 100,180 $1.93M 0.14% +8,098 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: 2,536 shares; 2024Q4: 8,496 shares; 2025Q1: 42,642 shares; 2025Q2: 41,932 shares; 2025Q3: 32,807 shares; 2025Q4: 41,526 shares 41,526 $1.93M 0.14% +8,719 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,648 shares; 2025Q1: 5,459 shares; 2025Q2: 5,895 shares; 2025Q3: 5,945 shares; 2025Q4: 5,935 shares 5,935 $1.89M 0.13% -10 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,866 shares; 2024Q4: 45,250 shares; 2025Q1: 38,707 shares; 2025Q2: 25,282 shares; 2025Q3: 24,832 shares; 2025Q4: 27,206 shares 27,206 $1.89M 0.13% +2,374 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 5,803 shares; 2025Q1: 8,653 shares; 2025Q2: 21,002 shares; 2025Q3: 35,547 shares; 2025Q4: 41,900 shares 41,900 $1.88M 0.13% +6,353 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: 20,864 shares; 2024Q4: 20,415 shares; 2025Q1: 21,067 shares; 2025Q2: 21,173 shares; 2025Q3: 21,373 shares; 2025Q4: 21,457 shares 21,457 $1.87M 0.13% +84 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: 12,110 shares; 2024Q4: 13,504 shares; 2025Q1: 14,914 shares; 2025Q2: 15,086 shares; 2025Q3: 16,302 shares; 2025Q4: 34,330 shares 34,330 $1.85M 0.13% +18,028 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,177 shares; 2024Q4: 64,569 shares; 2025Q1: 69,713 shares; 2025Q2: 58,565 shares; 2025Q3: 52,099 shares; 2025Q4: 51,230 shares 51,230 $1.84M 0.13% -869 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: 81,807 shares; 2024Q4: 75,874 shares; 2025Q1: 72,656 shares; 2025Q2: 72,822 shares; 2025Q3: 72,358 shares; 2025Q4: 72,762 shares 72,762 $1.81M 0.13% +404 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: 12,911 shares; 2024Q4: 12,133 shares; 2025Q1: 12,412 shares; 2025Q2: 12,270 shares; 2025Q3: 11,134 shares; 2025Q4: 10,517 shares 10,517 $1.8M 0.13% -617 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,081 shares; 2024Q4: 54,759 shares; 2025Q1: 65,396 shares; 2025Q2: 71,906 shares; 2025Q3: 81,560 shares; 2025Q4: 85,764 shares 85,764 $1.79M 0.13% +4,204 Timeline UWM 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 38,100 shares; 2025Q4: 37,956 shares 37,956 $1.78M 0.13% -144 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,002 shares; 2024Q4: 116,122 shares; 2025Q1: 163,663 shares; 2025Q2: 26,179 shares; 2025Q3: 24,567 shares; 2025Q4: 24,035 shares 24,035 $1.77M 0.13% -532 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: 3,913 shares; 2024Q4: 3,719 shares; 2025Q1: 3,499 shares; 2025Q2: 3,473 shares; 2025Q3: 3,572 shares; 2025Q4: 3,695 shares 3,695 $1.73M 0.12% +123 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: 9,233 shares; 2024Q4: 8,911 shares; 2025Q1: 9,720 shares; 2025Q2: 16,229 shares; 2025Q3: 18,132 shares; 2025Q4: 15,434 shares 15,434 $1.73M 0.12% -2,698 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 6,938 shares; 2025Q1: 35,313 shares; 2025Q2: 37,648 shares; 2025Q3: 39,333 shares; 2025Q4: 40,178 shares 40,178 $1.72M 0.12% +845 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 16,203 shares; 2025Q1: 37,765 shares; 2025Q2: 42,341 shares; 2025Q3: 47,323 shares; 2025Q4: 52,488 shares 52,488 $1.72M 0.12% +5,165 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: 5,826 shares; 2024Q4: 6,709 shares; 2025Q1: 9,972 shares; 2025Q2: 16,246 shares; 2025Q3: 24,489 shares; 2025Q4: 38,570 shares 38,570 $1.72M 0.12% +14,081 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: 18,543 shares; 2024Q4: 18,587 shares; 2025Q1: 18,873 shares; 2025Q2: 19,152 shares; 2025Q3: 20,040 shares; 2025Q4: 20,825 shares 20,825 $1.67M 0.12% +785 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: 8,649 shares; 2024Q4: 8,519 shares; 2025Q1: 8,573 shares; 2025Q2: 8,452 shares; 2025Q3: 8,580 shares; 2025Q4: 9,103 shares 9,103 $1.67M 0.12% +523 Timeline IDVO 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: 49,892 shares; 2024Q4: 48,298 shares; 2025Q1: 47,761 shares; 2025Q2: 47,357 shares; 2025Q3: 46,088 shares; 2025Q4: 43,463 shares 43,463 $1.67M 0.12% -2,625 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,460 shares; 2025Q1: 2,064 shares; 2025Q2: 2,041 shares; 2025Q3: 2,190 shares; 2025Q4: 2,547 shares 2,547 $1.66M 0.12% +357 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,436 shares; 2024Q4: 25,560 shares; 2025Q1: 26,439 shares; 2025Q2: 27,446 shares; 2025Q3: 28,779 shares; 2025Q4: 30,136 shares 30,136 $1.66M 0.12% +1,357 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,219 shares; 2024Q4: 48,431 shares; 2025Q1: 49,809 shares; 2025Q2: 51,273 shares; 2025Q3: 49,759 shares; 2025Q4: 51,672 shares 51,672 $1.66M 0.12% +1,913 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,182 shares; 2024Q4: 18,860 shares; 2025Q1: 18,860 shares; 2025Q2: 18,744 shares; 2025Q3: 18,411 shares; 2025Q4: 18,086 shares 18,086 $1.63M 0.12% -325 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: 16,842 shares; 2024Q4: 15,050 shares; 2025Q1: 15,022 shares; 2025Q2: 16,294 shares; 2025Q3: 16,446 shares; 2025Q4: 17,143 shares 17,143 $1.6M 0.11% +697 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,565 shares; 2024Q4: 33,654 shares; 2025Q1: 45,899 shares; 2025Q2: 59,051 shares; 2025Q3: 68,017 shares; 2025Q4: 75,441 shares 75,441 $1.57M 0.11% +7,424 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: 15,339 shares; 2024Q4: 11,280 shares; 2025Q1: 11,187 shares; 2025Q2: 11,187 shares; 2025Q3: 11,161 shares; 2025Q4: 11,071 shares 11,071 $1.57M 0.11% -90 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: 13,980 shares; 2024Q4: 12,023 shares; 2025Q1: 13,318 shares; 2025Q2: 12,552 shares; 2025Q3: 12,204 shares; 2025Q4: 13,590 shares 13,590 $1.55M 0.11% +1,386 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 7,734 shares; 2025Q1: 10,947 shares; 2025Q2: 13,812 shares; 2025Q3: 15,738 shares; 2025Q4: 29,493 shares 29,493 $1.53M 0.11% +13,755 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,993 shares; 2025Q2: 91,337 shares; 2025Q3: 63,704 shares; 2025Q4: 65,077 shares 65,077 $1.52M 0.11% +1,373 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,150 shares; 2024Q4: 37,502 shares; 2025Q1: 37,310 shares; 2025Q2: 37,319 shares; 2025Q3: 34,628 shares; 2025Q4: 34,055 shares 34,055 $1.52M 0.11% -573 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.11% 0 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: 41,527 shares; 2024Q4: 39,886 shares; 2025Q1: 36,498 shares; 2025Q2: 31,065 shares; 2025Q3: 29,153 shares; 2025Q4: 32,570 shares 32,570 $1.5M 0.11% +3,417 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: 4,025 shares; 2024Q4: 3,971 shares; 2025Q1: 3,420 shares; 2025Q2: 3,330 shares; 2025Q3: 3,193 shares; 2025Q4: 3,094 shares 3,094 $1.49M 0.11% -99 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: 974 shares; 2024Q4: 1,040 shares; 2025Q1: 1,230 shares; 2025Q2: 1,223 shares; 2025Q3: 1,213 shares; 2025Q4: 1,220 shares 1,220 $1.48M 0.1% +7 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: 2,210 shares; 2024Q4: 2,243 shares; 2025Q1: 2,312 shares; 2025Q2: 2,322 shares; 2025Q3: 2,485 shares; 2025Q4: 2,567 shares 2,567 $1.47M 0.1% +82 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: 3,726 shares; 2024Q4: 3,971 shares; 2025Q1: 4,063 shares; 2025Q2: 4,054 shares; 2025Q3: 6,517 shares; 2025Q4: 6,740 shares 6,740 $1.46M 0.1% +223 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,692 shares; 2025Q4: 111,879 shares 111,879 $1.46M 0.1% +37,187 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: 13,378 shares; 2024Q4: 13,262 shares; 2025Q1: 17,893 shares; 2025Q2: 15,638 shares; 2025Q3: 15,220 shares; 2025Q4: 15,119 shares 15,119 $1.45M 0.1% -101 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: 14,808 shares; 2024Q4: 14,374 shares; 2025Q1: 13,559 shares; 2025Q2: 13,719 shares; 2025Q3: 10,457 shares; 2025Q4: 9,050 shares 9,050 $1.45M 0.1% -1,407 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: 5,126 shares; 2024Q4: 5,120 shares; 2025Q1: 5,388 shares; 2025Q2: 5,551 shares; 2025Q3: 7,124 shares; 2025Q4: 7,342 shares 7,342 $1.43M 0.1% +218 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 6,040 shares; 2025Q1: 25,076 shares; 2025Q2: 34,106 shares; 2025Q3: 27,143 shares; 2025Q4: 27,154 shares 27,154 $1.42M 0.1% +11 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 457 shares; 2025Q1: 441 shares; 2025Q2: 425 shares; 2025Q3: 415 shares; 2025Q4: 415 shares 415 $1.41M 0.1% 0 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: 30,400 shares; 2024Q4: 30,355 shares; 2025Q1: 27,585 shares; 2025Q2: 27,596 shares; 2025Q3: 26,958 shares; 2025Q4: 27,120 shares 27,120 $1.39M 0.1% +162 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,230 shares; 2025Q4: 32,221 shares 32,221 $1.36M 0.1% -9 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,013 shares; 2025Q2: 22,956 shares; 2025Q3: 22,958 shares; 2025Q4: 23,610 shares 23,610 $1.36M 0.1% +652 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 1,940 shares; 2025Q1: 11,560 shares; 2025Q2: 23,990 shares; 2025Q3: 19,594 shares; 2025Q4: 23,353 shares 23,353 $1.35M 0.1% +3,759 Timeline BSTP 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: 43,947 shares; 2024Q4: 43,838 shares; 2025Q1: 43,243 shares; 2025Q2: 35,464 shares; 2025Q3: 35,766 shares; 2025Q4: 36,294 shares 36,294 $1.35M 0.1% +528 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,190 shares; 2025Q1: 3,978 shares; 2025Q2: 3,780 shares; 2025Q3: 3,148 shares; 2025Q4: 2,962 shares 2,962 $1.34M 0.09% -186 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,484 shares; 2024Q4: 8,494 shares; 2025Q1: 8,499 shares; 2025Q2: 8,439 shares; 2025Q3: 8,251 shares; 2025Q4: 8,213 shares 8,213 $1.34M 0.09% -38 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 reported; 2024Q4: not reported; 2025Q1: 10,588 shares; 2025Q2: 10,664 shares; 2025Q3: 10,733 shares; 2025Q4: 10,046 shares 10,046 $1.33M 0.09% -687 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,042 shares; 2024Q4: 42,381 shares; 2025Q1: 45,480 shares; 2025Q2: 47,490 shares; 2025Q3: 49,257 shares; 2025Q4: 54,685 shares 54,685 $1.33M 0.09% +5,428 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,876 shares; 2025Q1: 3,720 shares; 2025Q2: 5,227 shares; 2025Q3: 5,405 shares; 2025Q4: 5,487 shares 5,487 $1.32M 0.09% +82 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: 60,313 shares; 2024Q4: 44,390 shares; 2025Q1: 47,484 shares; 2025Q2: 47,504 shares; 2025Q3: 44,120 shares; 2025Q4: 48,091 shares 48,091 $1.32M 0.09% +3,971 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 23,874 shares; 2025Q1: 25,792 shares; 2025Q2: 26,954 shares; 2025Q3: 25,519 shares; 2025Q4: 38,793 shares 38,793 $1.31M 0.09% +13,274 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 reported; 2024Q4: not reported; 2025Q1: 37,103 shares; 2025Q2: 39,572 shares; 2025Q3: 35,093 shares; 2025Q4: 36,489 shares 36,489 $1.28M 0.09% +1,396 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,261 shares; 2025Q4: 24,107 shares 24,107 $1.27M 0.09% +15,846 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,059 shares; 2024Q4: 39,624 shares; 2025Q1: 44,940 shares; 2025Q2: 46,835 shares; 2025Q3: 46,329 shares; 2025Q4: 39,089 shares 39,089 $1.27M 0.09% -7,240 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,610 shares; 2024Q4: 32,530 shares; 2025Q1: 58,303 shares; 2025Q2: 55,603 shares; 2025Q3: 57,759 shares; 2025Q4: 66,090 shares 66,090 $1.26M 0.09% +8,331 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares 3,735 $1.26M 0.09% 0 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 21,780 shares; 2025Q2: 25,910 shares; 2025Q3: 25,920 shares; 2025Q4: 25,845 shares 25,845 $1.26M 0.09% -75 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 7,091 shares; 2025Q1: 8,197 shares; 2025Q2: 8,326 shares; 2025Q3: 8,039 shares; 2025Q4: 8,029 shares 8,029 $1.26M 0.09% -10 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: 8,687 shares; 2024Q4: 8,778 shares; 2025Q1: 7,911 shares; 2025Q2: 7,903 shares; 2025Q3: 8,174 shares; 2025Q4: 8,150 shares 8,150 $1.25M 0.09% -24 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: 8,394 shares; 2024Q4: 8,512 shares; 2025Q1: 8,476 shares; 2025Q2: 10,381 shares; 2025Q3: 12,513 shares; 2025Q4: 12,702 shares 12,702 $1.24M 0.09% +189 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,756 shares; 2024Q4: 25,671 shares; 2025Q1: 25,712 shares; 2025Q2: 27,432 shares; 2025Q3: 27,984 shares; 2025Q4: 27,952 shares 27,952 $1.24M 0.09% -32 Timeline ODDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,172 shares; 2025Q4: 42,370 shares 42,370 $1.23M 0.09% +1,198 Timeline KOCT 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: 60 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 35,937 shares; 2025Q4: 36,434 shares 36,434 $1.23M 0.09% +497 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: 4,081 shares; 2024Q4: 4,101 shares; 2025Q1: 4,208 shares; 2025Q2: 4,531 shares; 2025Q3: 4,567 shares; 2025Q4: 4,553 shares 4,553 $1.22M 0.09% -14 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,751 shares; 2024Q4: 21,593 shares; 2025Q1: 23,124 shares; 2025Q2: 21,263 shares; 2025Q3: 21,575 shares; 2025Q4: 21,453 shares 21,453 $1.22M 0.09% -122 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,788 shares; 2025Q1: 4,226 shares; 2025Q2: 4,326 shares; 2025Q3: 3,969 shares; 2025Q4: 3,930 shares 3,930 $1.19M 0.08% -39 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: 2,286 shares; 2024Q4: 2,465 shares; 2025Q1: 2,094 shares; 2025Q2: 2,107 shares; 2025Q3: 2,257 shares; 2025Q4: 2,516 shares 2,516 $1.19M 0.08% +259 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 2,004 shares; 2025Q1: 2,099 shares; 2025Q2: 2,319 shares; 2025Q3: 2,551 shares; 2025Q4: 3,398 shares 3,398 $1.19M 0.08% +847 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,687 shares; 2025Q2: 1,762 shares; 2025Q3: 1,726 shares; 2025Q4: 1,764 shares 1,764 $1.19M 0.08% +38 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: 4,759 shares; 2024Q4: 4,665 shares; 2025Q1: 4,625 shares; 2025Q2: 4,587 shares; 2025Q3: 4,496 shares; 2025Q4: 4,267 shares 4,267 $1.18M 0.08% -229 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 4,501 shares; 2025Q1: 4,650 shares; 2025Q2: 4,760 shares; 2025Q3: 6,407 shares; 2025Q4: 6,325 shares 6,325 $1.17M 0.08% -82 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,854 shares; 2025Q1: 3,193 shares; 2025Q2: 3,354 shares; 2025Q3: 3,335 shares; 2025Q4: 3,334 shares 3,334 $1.17M 0.08% -1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 4,780 shares; 2025Q1: 4,802 shares; 2025Q2: 4,987 shares; 2025Q3: 6,100 shares; 2025Q4: 6,255 shares 6,255 $1.15M 0.08% +155 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,936 shares; 2025Q3: 23,120 shares; 2025Q4: 28,387 shares 28,387 $1.14M 0.08% +5,267 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 7,917 shares; 2025Q3: 14,128 shares; 2025Q4: 13,383 shares 13,383 $1.14M 0.08% -745 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: 31,643 shares; 2024Q4: 20,731 shares; 2025Q1: 19,883 shares; 2025Q2: 22,700 shares; 2025Q3: 24,397 shares; 2025Q4: 24,783 shares 24,783 $1.14M 0.08% +386 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,134 shares; 2024Q4: 14,892 shares; 2025Q1: 17,095 shares; 2025Q2: 17,260 shares; 2025Q3: 19,130 shares; 2025Q4: 19,441 shares 19,441 $1.13M 0.08% +311 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 720 shares; 2025Q1: 551 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $1.13M 0.08% 0 Timeline HACK 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: 81,840 shares; 2024Q4: 83,582 shares; 2025Q1: 85,034 shares; 2025Q2: 84,647 shares; 2025Q3: 71,133 shares; 2025Q4: 14,004 shares 14,004 $1.13M 0.08% -57,129 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: 45,604 shares; 2024Q4: 28,172 shares; 2025Q1: 22,973 shares; 2025Q2: 22,571 shares; 2025Q3: 26,863 shares; 2025Q4: 30,493 shares 30,493 $1.13M 0.08% +3,630 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 8,237 shares; 2025Q1: 39,250 shares; 2025Q2: 47,967 shares; 2025Q3: 42,475 shares; 2025Q4: 58,968 shares 58,968 $1.12M 0.08% +16,493 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,868 shares; 2025Q1: 3,804 shares; 2025Q2: 3,858 shares; 2025Q3: 3,827 shares; 2025Q4: 3,681 shares 3,681 $1.11M 0.08% -146 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 11,462 shares; 2025Q1: 35,025 shares; 2025Q2: 32,201 shares; 2025Q3: 31,793 shares; 2025Q4: 37,353 shares 37,353 $1.11M 0.08% +5,560 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: 17,587 shares; 2024Q4: 17,676 shares; 2025Q1: 21,400 shares; 2025Q2: 21,569 shares; 2025Q3: 16,495 shares; 2025Q4: 14,011 shares 14,011 $1.11M 0.08% -2,484 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: 979 shares; 2024Q4: 1,048 shares; 2025Q1: 1,042 shares; 2025Q2: 1,303 shares; 2025Q3: 1,276 shares; 2025Q4: 2,976 shares 2,976 $1.1M 0.08% +1,700 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,165 shares; 2024Q4: 16,193 shares; 2025Q1: 17,111 shares; 2025Q2: 19,083 shares; 2025Q3: 22,194 shares; 2025Q4: 26,939 shares 26,939 $1.09M 0.08% +4,745 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 10,092 shares 10,092 $1.08M 0.08% +9,396 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: 17,237 shares; 2024Q4: 14,216 shares; 2025Q1: 16,031 shares; 2025Q2: 15,550 shares; 2025Q3: 17,974 shares; 2025Q4: 13,502 shares 13,502 $1.07M 0.08% -4,472 Timeline FLHY 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 reported; 2024Q4: not reported; 2025Q1: 20,859 shares; 2025Q2: 30,671 shares; 2025Q3: 38,617 shares; 2025Q4: 43,871 shares 43,871 $1.07M 0.08% +5,254 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 21,102 shares 21,102 $1.06M 0.07% +6,801 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: 4,908 shares; 2024Q4: 5,527 shares; 2025Q1: 4,994 shares; 2025Q2: 5,062 shares; 2025Q3: 5,089 shares; 2025Q4: 5,284 shares 5,284 $1.06M 0.07% +195 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: 12,697 shares; 2024Q4: 12,210 shares; 2025Q1: 11,569 shares; 2025Q2: 11,321 shares; 2025Q3: 11,483 shares; 2025Q4: 10,768 shares 10,768 $1.03M 0.07% -715 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,621 shares; 2025Q1: 5,243 shares; 2025Q2: 6,137 shares; 2025Q3: 6,564 shares; 2025Q4: 6,370 shares 6,370 $1.03M 0.07% -194 Timeline SDVD 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: 10,548 shares; 2024Q4: 19,193 shares; 2025Q1: 28,043 shares; 2025Q2: 36,606 shares; 2025Q3: 43,184 shares; 2025Q4: 47,378 shares 47,378 $1.02M 0.07% +4,194 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 22,506 shares; 2025Q1: 22,447 shares; 2025Q2: 22,435 shares; 2025Q3: 22,686 shares; 2025Q4: 21,702 shares 21,702 $1.02M 0.07% -984 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,664 shares; 2025Q2: 2,474 shares; 2025Q3: 2,520 shares; 2025Q4: 2,456 shares 2,456 $1.01M 0.07% -64 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,668 shares; 2025Q1: 2,551 shares; 2025Q2: 2,948 shares; 2025Q3: 4,386 shares; 2025Q4: 4,668 shares 4,668 $1M 0.07% +282 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: 24,085 shares; 2024Q4: 24,555 shares; 2025Q1: 18,987 shares; 2025Q2: 15,383 shares; 2025Q3: 17,848 shares; 2025Q4: 15,853 shares 15,853 $990K 0.07% -1,995 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,998 shares; 2025Q1: 1,964 shares; 2025Q2: 1,968 shares; 2025Q3: 1,961 shares; 2025Q4: 2,102 shares 2,102 $979K 0.07% +141 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,406 shares; 2024Q4: 16,258 shares; 2025Q1: 15,612 shares; 2025Q2: 15,786 shares; 2025Q3: 17,788 shares; 2025Q4: 17,849 shares 17,849 $978K 0.07% +61 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: 495 shares; 2024Q4: 1,401 shares; 2025Q1: 6,882 shares; 2025Q2: 7,413 shares; 2025Q3: 8,419 shares; 2025Q4: 10,208 shares 10,208 $972K 0.07% +1,789 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,808 shares; 2025Q1: 3,234 shares; 2025Q2: 3,199 shares; 2025Q3: 3,459 shares; 2025Q4: 9,640 shares 9,640 $972K 0.07% +6,181 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: 789 shares; 2024Q4: 1,161 shares; 2025Q1: 1,324 shares; 2025Q2: 1,326 shares; 2025Q3: 1,292 shares; 2025Q4: 1,288 shares 1,288 $970K 0.07% -4 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 13,753 shares; 2025Q1: 19,611 shares; 2025Q2: 24,620 shares; 2025Q3: 31,499 shares; 2025Q4: 34,696 shares 34,696 $962K 0.07% +3,197 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: 12,516 shares; 2024Q4: 11,276 shares; 2025Q1: 11,058 shares; 2025Q2: 10,789 shares; 2025Q3: 10,668 shares; 2025Q4: 21,320 shares 21,320 $953K 0.07% +10,652 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,034 shares; 2025Q3: 45,643 shares; 2025Q4: 49,075 shares 49,075 $952K 0.07% +3,432 Timeline LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,691 shares; 2025Q2: 15,680 shares; 2025Q3: 31,739 shares; 2025Q4: 49,029 shares 49,029 $944K 0.07% +17,290 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,139 shares; 2025Q3: 29,594 shares; 2025Q4: 30,430 shares 30,430 $935K 0.07% +836 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: 3,316 shares; 2024Q4: 6,179 shares; 2025Q1: 7,386 shares; 2025Q2: 8,085 shares; 2025Q3: 9,271 shares; 2025Q4: 11,358 shares 11,358 $928K 0.07% +2,087 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,051 shares; 2025Q1: 3,044 shares; 2025Q2: 3,052 shares; 2025Q3: 2,995 shares; 2025Q4: 2,944 shares 2,944 $920K 0.07% -51 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: 1,477 shares; 2024Q4: 1,578 shares; 2025Q1: 1,008 shares; 2025Q2: 1,995 shares; 2025Q3: 2,081 shares; 2025Q4: 3,566 shares 3,566 $920K 0.07% +1,485 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,386 shares; 2025Q4: 8,438 shares 8,438 $917K 0.06% +3,052 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 5,835 shares; 2025Q1: 11,547 shares; 2025Q2: 13,501 shares; 2025Q3: 13,112 shares; 2025Q4: 14,297 shares 14,297 $911K 0.06% +1,185 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: 4,494 shares; 2024Q4: 4,480 shares; 2025Q1: 4,267 shares; 2025Q2: 3,691 shares; 2025Q3: 3,742 shares; 2025Q4: 3,818 shares 3,818 $883K 0.06% +76 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,107 shares; 2025Q2: 3,672 shares; 2025Q3: 3,669 shares; 2025Q4: 3,604 shares 3,604 $874K 0.06% -65 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 5,687 shares; 2025Q1: 11,284 shares; 2025Q2: 13,643 shares; 2025Q3: 14,497 shares; 2025Q4: 27,548 shares 27,548 $872K 0.06% +13,051 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,710 shares; 2024Q4: 25,409 shares; 2025Q1: 27,156 shares; 2025Q2: 37,585 shares; 2025Q3: 40,280 shares; 2025Q4: 36,197 shares 36,197 $870K 0.06% -4,083 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,228 shares; 2025Q1: 8,572 shares; 2025Q2: 8,736 shares; 2025Q3: 8,933 shares; 2025Q4: 8,495 shares 8,495 $870K 0.06% -438 Timeline LCR 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 reported; 2024Q4: not reported; 2025Q1: 55,349 shares; 2025Q2: 29,119 shares; 2025Q3: 25,735 shares; 2025Q4: 22,702 shares 22,702 $865K 0.06% -3,033 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,273 shares; 2025Q1: 4,231 shares; 2025Q2: 4,084 shares; 2025Q3: 4,049 shares; 2025Q4: 4,051 shares 4,051 $847K 0.06% +2 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 11,475 shares; 2025Q3: 24,485 shares; 2025Q4: 41,930 shares 41,930 $844K 0.06% +17,445 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 9,005 shares; 2025Q3: 23,165 shares; 2025Q4: 42,491 shares 42,491 $841K 0.06% +19,326 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 14,489 shares; 2025Q1: 15,089 shares; 2025Q2: 16,989 shares; 2025Q3: 16,789 shares; 2025Q4: 16,789 shares 16,789 $838K 0.06% 0 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: 899 shares; 2024Q4: 1,764 shares; 2025Q1: 9,924 shares; 2025Q2: 10,768 shares; 2025Q3: 9,724 shares; 2025Q4: 11,622 shares 11,622 $830K 0.06% +1,898 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 reported; 2024Q4: 3,847 shares; 2025Q1: 6,740 shares; 2025Q2: 6,602 shares; 2025Q3: 13,921 shares; 2025Q4: 16,541 shares 16,541 $821K 0.06% +2,620 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 6,030 shares; 2025Q3: 6,280 shares; 2025Q4: 7,080 shares 7,080 $815K 0.06% +800 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,836 shares; 2024Q4: 22,152 shares; 2025Q1: 19,670 shares; 2025Q2: 18,452 shares; 2025Q3: 18,663 shares; 2025Q4: 18,294 shares 18,294 $811K 0.06% -369 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,296 shares; 2025Q1: 2,464 shares; 2025Q2: 2,467 shares; 2025Q3: 1,453 shares; 2025Q4: 1,421 shares 1,421 $810K 0.06% -32 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,646 shares; 2025Q1: 7,880 shares; 2025Q2: 9,215 shares; 2025Q3: 9,350 shares; 2025Q4: 11,627 shares 11,627 $810K 0.06% +2,277 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 4,114 shares; 2025Q1: 4,172 shares; 2025Q2: 4,272 shares; 2025Q3: 6,247 shares; 2025Q4: 5,710 shares 5,710 $808K 0.06% -537 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: 20,750 shares; 2024Q4: 19,825 shares; 2025Q1: 17,550 shares; 2025Q2: 17,695 shares; 2025Q3: 16,691 shares; 2025Q4: 16,796 shares 16,796 $805K 0.06% +105 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 8,283 shares; 2025Q1: 9,083 shares; 2025Q2: 9,088 shares; 2025Q3: 9,684 shares; 2025Q4: 9,639 shares 9,639 $800K 0.06% -45 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: 8,184 shares; 2024Q4: 8,623 shares; 2025Q1: 8,351 shares; 2025Q2: 8,399 shares; 2025Q3: 9,081 shares; 2025Q4: 9,479 shares 9,479 $798K 0.06% +398 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,202 shares; 2025Q1: 2,433 shares; 2025Q2: 2,496 shares; 2025Q3: 2,459 shares; 2025Q4: 2,999 shares 2,999 $794K 0.06% +540 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,719 shares; 2025Q2: 10,930 shares; 2025Q3: 13,069 shares; 2025Q4: 17,970 shares 17,970 $784K 0.06% +4,901 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: 9,934 shares; 2024Q4: 9,512 shares; 2025Q1: 6,954 shares; 2025Q2: 6,681 shares; 2025Q3: 6,869 shares; 2025Q4: 6,387 shares 6,387 $784K 0.06% -482 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: 6,381 shares; 2024Q4: 6,860 shares; 2025Q1: 6,538 shares; 2025Q2: 6,535 shares; 2025Q3: 7,430 shares; 2025Q4: 7,685 shares 7,685 $784K 0.06% +255 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: 6,244 shares; 2024Q4: 6,262 shares; 2025Q1: 5,742 shares; 2025Q2: 5,740 shares; 2025Q3: 5,896 shares; 2025Q4: 5,839 shares 5,839 $775K 0.05% -57 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,416 shares; 2024Q4: 14,223 shares; 2025Q1: 13,907 shares; 2025Q2: 13,022 shares; 2025Q3: 12,666 shares; 2025Q4: 12,311 shares 12,311 $775K 0.05% -355 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,792 shares; 2025Q1: 3,793 shares; 2025Q2: 3,772 shares; 2025Q3: 3,753 shares; 2025Q4: 3,754 shares 3,754 $771K 0.05% +1 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,682 shares; 2024Q4: 27,169 shares; 2025Q1: 27,564 shares; 2025Q2: 28,179 shares; 2025Q3: 31,281 shares; 2025Q4: 34,390 shares 34,390 $769K 0.05% +3,109 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: 4,339 shares; 2024Q4: 4,323 shares; 2025Q1: 4,299 shares; 2025Q2: 4,930 shares; 2025Q3: 4,921 shares; 2025Q4: 4,933 shares 4,933 $765K 0.05% +12 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,220 shares; 2025Q3: 10,432 shares; 2025Q4: 10,932 shares 10,932 $763K 0.05% +500 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,840 shares; 2025Q2: 7,847 shares; 2025Q3: 9,224 shares; 2025Q4: 9,696 shares 9,696 $756K 0.05% +472 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 9,176 shares; 2025Q3: 12,843 shares; 2025Q4: 21,026 shares 21,026 $743K 0.05% +8,183 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,658 shares; 2025Q4: 11,050 shares 11,050 $740K 0.05% +3,392 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 16,601 shares; 2025Q1: 28,982 shares; 2025Q2: 30,740 shares; 2025Q3: 33,074 shares; 2025Q4: 31,395 shares 31,395 $734K 0.05% -1,679 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,257 shares; 2025Q1: 3,308 shares; 2025Q2: 3,260 shares; 2025Q3: 3,247 shares; 2025Q4: 3,206 shares 3,206 $730K 0.05% -41 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: 5,793 shares; 2024Q4: 5,726 shares; 2025Q1: 6,092 shares; 2025Q2: 6,567 shares; 2025Q3: 6,411 shares; 2025Q4: 6,256 shares 6,256 $730K 0.05% -155 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,046 shares 42,046 $728K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,511 shares; 2025Q1: 2,556 shares; 2025Q2: 2,545 shares; 2025Q3: 2,611 shares; 2025Q4: 2,518 shares 2,518 $727K 0.05% -93 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,384 shares; 2025Q3: 6,269 shares; 2025Q4: 6,862 shares 6,862 $711K 0.05% +593 Timeline USIG 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: 342 shares; 2024Q4: 926 shares; 2025Q1: 7,178 shares; 2025Q2: 10,100 shares; 2025Q3: 12,548 shares; 2025Q4: 13,713 shares 13,713 $710K 0.05% +1,165 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,719 shares; 2025Q1: 2,641 shares; 2025Q2: 2,579 shares; 2025Q3: 2,701 shares; 2025Q4: 2,597 shares 2,597 $699K 0.05% -104 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,735 shares; 2024Q4: 56,861 shares; 2025Q1: 61,189 shares; 2025Q2: 61,218 shares; 2025Q3: 63,048 shares; 2025Q4: 66,406 shares 66,406 $689K 0.05% +3,358 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 882 shares; 2025Q1: 1,753 shares; 2025Q2: 1,839 shares; 2025Q3: 1,840 shares; 2025Q4: 2,276 shares 2,276 $688K 0.05% +436 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: 1,890 shares; 2024Q4: 1,887 shares; 2025Q1: 2,174 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,035 shares 2,035 $685K 0.05% -69 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: 25,641 shares; 2024Q4: 24,908 shares; 2025Q1: 18,533 shares; 2025Q2: 15,345 shares; 2025Q3: 14,230 shares; 2025Q4: 13,395 shares 13,395 $681K 0.05% -835 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: 4,017 shares; 2024Q4: 3,957 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,230 shares 3,230 $679K 0.05% +110 Timeline PGHY 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: 21,594 shares; 2024Q4: 21,028 shares; 2025Q1: 23,771 shares; 2025Q2: 32,878 shares; 2025Q3: 33,930 shares; 2025Q4: 33,986 shares 33,986 $676K 0.05% +56 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: 706 shares; 2024Q4: 702 shares; 2025Q1: 809 shares; 2025Q2: 788 shares; 2025Q3: 912 shares; 2025Q4: 1,009 shares 1,009 $668K 0.05% +97 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,405 shares; 2025Q4: 6,074 shares 6,074 $666K 0.05% -331 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: 4,637 shares; 2024Q4: 4,641 shares; 2025Q1: 7,921 shares; 2025Q2: 14,398 shares; 2025Q3: 8,182 shares; 2025Q4: 8,014 shares 8,014 $664K 0.05% -168 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 3,593 shares; 2025Q1: 13,847 shares; 2025Q2: 18,519 shares; 2025Q3: 20,126 shares; 2025Q4: 24,982 shares 24,982 $662K 0.05% +4,856 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: 328 shares; 2024Q4: 335 shares; 2025Q1: 752 shares; 2025Q2: 548 shares; 2025Q3: 619 shares; 2025Q4: 617 shares 617 $660K 0.05% -2 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: 5,364 shares; 2024Q4: 5,901 shares; 2025Q1: 11,516 shares; 2025Q2: 10,827 shares; 2025Q3: 13,628 shares; 2025Q4: 7,020 shares 7,020 $657K 0.05% -6,608 Timeline PKW 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: 6,546 shares; 2024Q4: 6,538 shares; 2025Q1: 5,723 shares; 2025Q2: 5,606 shares; 2025Q3: 4,825 shares; 2025Q4: 4,869 shares 4,869 $654K 0.05% +44 Timeline TQQQ 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: 5,155 shares; 2024Q4: 5,295 shares; 2025Q1: 5,427 shares; 2025Q2: 10,290 shares; 2025Q3: 6,405 shares; 2025Q4: 12,398 shares 12,398 $654K 0.05% +5,993 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: 2,083 shares; 2024Q4: 3,177 shares; 2025Q1: 3,139 shares; 2025Q2: 3,289 shares; 2025Q3: 3,389 shares; 2025Q4: 2,288 shares 2,288 $653K 0.05% -1,101 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,181 shares; 2024Q4: 16,497 shares; 2025Q1: 17,324 shares; 2025Q2: 17,694 shares; 2025Q3: 17,754 shares; 2025Q4: 17,907 shares 17,907 $649K 0.05% +153 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: 4,225 shares; 2024Q4: 4,455 shares; 2025Q1: 5,106 shares; 2025Q2: 5,131 shares; 2025Q3: 6,863 shares; 2025Q4: 8,129 shares 8,129 $646K 0.05% +1,266 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: 3,279 shares; 2024Q4: 3,284 shares; 2025Q1: 3,286 shares; 2025Q2: 16,683 shares; 2025Q3: 16,687 shares; 2025Q4: 20,827 shares 20,827 $645K 0.05% +4,140 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,929 shares; 2024Q4: 11,976 shares; 2025Q1: 11,547 shares; 2025Q2: 11,799 shares; 2025Q3: 12,740 shares; 2025Q4: 14,267 shares 14,267 $632K 0.04% +1,527 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,444 shares; 2025Q1: 2,340 shares; 2025Q2: 4,308 shares; 2025Q3: 2,022 shares; 2025Q4: 2,021 shares 2,021 $627K 0.04% -1 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 22,265 shares; 2025Q1: 22,352 shares; 2025Q2: 19,771 shares; 2025Q3: 16,238 shares; 2025Q4: 11,948 shares 11,948 $627K 0.04% -4,290 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: 1,644 shares; 2024Q4: 1,642 shares; 2025Q1: 1,513 shares; 2025Q2: 1,403 shares; 2025Q3: 1,500 shares; 2025Q4: 1,461 shares 1,461 $623K 0.04% -39 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 1,603 shares; 2025Q1: 6,524 shares; 2025Q2: 6,462 shares; 2025Q3: 6,324 shares; 2025Q4: 8,163 shares 8,163 $623K 0.04% +1,839 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 289 shares; 2025Q1: 283 shares; 2025Q2: 287 shares; 2025Q3: 360 shares; 2025Q4: 367 shares 367 $620K 0.04% +7 Timeline FGD 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: 33,855 shares; 2024Q4: 26,695 shares; 2025Q1: 24,395 shares; 2025Q2: 22,645 shares; 2025Q3: 21,370 shares; 2025Q4: 20,470 shares 20,470 $620K 0.04% -900 Timeline TBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,211 shares; 2025Q1: 28,544 shares; 2025Q2: 28,544 shares; 2025Q3: 28,544 shares; 2025Q4: 31,056 shares 31,056 $618K 0.04% +2,512 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 7,724 shares; 2025Q1: 7,049 shares; 2025Q2: 7,152 shares; 2025Q3: 7,141 shares; 2025Q4: 7,326 shares 7,326 $614K 0.04% +185 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 reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,469 shares; 2025Q3: 2,470 shares; 2025Q4: 2,933 shares 2,933 $612K 0.04% +463 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 12,290 shares; 2025Q1: 18,365 shares; 2025Q2: 21,115 shares; 2025Q3: 22,315 shares; 2025Q4: 25,385 shares 25,385 $606K 0.04% +3,070 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,776 shares; 2025Q1: 3,784 shares; 2025Q2: 3,792 shares; 2025Q3: 3,976 shares; 2025Q4: 5,949 shares 5,949 $600K 0.04% +1,973 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 9,919 shares; 2025Q1: 9,640 shares; 2025Q2: 10,572 shares; 2025Q3: 10,853 shares; 2025Q4: 11,689 shares 11,689 $595K 0.04% +836 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 1,760 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 3,606 shares; 2025Q4: 3,881 shares 3,881 $594K 0.04% +275 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,543 shares; 2025Q1: 4,787 shares; 2025Q2: 18,091 shares; 2025Q3: 18,900 shares; 2025Q4: 4,461 shares 4,461 $590K 0.04% -14,439 Timeline FAB 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: 9,082 shares; 2024Q4: 7,462 shares; 2025Q1: 7,267 shares; 2025Q2: 6,911 shares; 2025Q3: 6,811 shares; 2025Q4: 6,622 shares 6,622 $590K 0.04% -189 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,217 shares; 2025Q1: 2,201 shares; 2025Q2: 2,168 shares; 2025Q3: 1,909 shares; 2025Q4: 2,041 shares 2,041 $587K 0.04% +132 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 3,792 shares; 2025Q1: 7,715 shares; 2025Q2: 9,224 shares; 2025Q3: 9,505 shares; 2025Q4: 17,619 shares 17,619 $580K 0.04% +8,114 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: 8,555 shares; 2024Q4: 8,818 shares; 2025Q1: 9,531 shares; 2025Q2: 11,189 shares; 2025Q3: 11,779 shares; 2025Q4: 10,785 shares 10,785 $580K 0.04% -994 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: 3,645 shares; 2024Q4: 3,545 shares; 2025Q1: 3,540 shares; 2025Q2: 3,450 shares; 2025Q3: 3,452 shares; 2025Q4: 5,152 shares 5,152 $578K 0.04% +1,700 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 reported; 2024Q4: not reported; 2025Q1: 4,780 shares; 2025Q2: 4,416 shares; 2025Q3: 4,086 shares; 2025Q4: 4,089 shares 4,089 $577K 0.04% +3 Timeline QLD 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 4,050 shares; 2025Q4: 8,195 shares 8,195 $577K 0.04% +4,145 Timeline FNDA 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: 8,703 shares; 2024Q4: 17,406 shares; 2025Q1: 18,076 shares; 2025Q2: 18,076 shares; 2025Q3: 18,108 shares; 2025Q4: 18,178 shares 18,178 $573K 0.04% +70 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,344 shares; 2025Q1: 1,344 shares; 2025Q2: 3,947 shares; 2025Q3: 12,794 shares; 2025Q4: 25,298 shares 25,298 $573K 0.04% +12,504 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: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,925 shares; 2025Q2: 1,892 shares; 2025Q3: 1,785 shares; 2025Q4: 1,757 shares 1,757 $569K 0.04% -28 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,698 shares; 2025Q1: 8,330 shares; 2025Q2: 8,333 shares; 2025Q3: 8,636 shares; 2025Q4: 8,829 shares 8,829 $568K 0.04% +193 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,242 shares; 2025Q1: 1,146 shares; 2025Q2: 1,174 shares; 2025Q3: 1,169 shares; 2025Q4: 1,162 shares 1,162 $566K 0.04% -7 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,427 shares; 2024Q4: 16,928 shares; 2025Q1: 17,064 shares; 2025Q2: 17,065 shares; 2025Q3: 17,065 shares; 2025Q4: 10,462 shares 10,462 $563K 0.04% -6,603 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,041 shares; 2025Q4: 19,031 shares 19,031 $562K 0.04% +10,990 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,193 shares; 2024Q4: 22,672 shares; 2025Q1: 22,756 shares; 2025Q2: 22,566 shares; 2025Q3: 23,286 shares; 2025Q4: 23,311 shares 23,311 $562K 0.04% +25 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: 2,071 shares; 2024Q4: 2,096 shares; 2025Q1: 2,318 shares; 2025Q2: 2,299 shares; 2025Q3: 2,379 shares; 2025Q4: 2,515 shares 2,515 $552K 0.04% +136 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,873 shares; 2025Q1: 2,673 shares; 2025Q2: 3,603 shares; 2025Q3: 3,603 shares; 2025Q4: 4,203 shares 4,203 $550K 0.04% +600 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: 2,137 shares; 2024Q4: 1,939 shares; 2025Q1: 1,986 shares; 2025Q2: 1,979 shares; 2025Q3: 1,715 shares; 2025Q4: 1,896 shares 1,896 $548K 0.04% +181 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: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 974 shares; 2025Q2: 949 shares; 2025Q3: 965 shares; 2025Q4: 941 shares 941 $545K 0.04% -24 Timeline FUMB 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: 25,343 shares; 2024Q4: 26,802 shares; 2025Q1: 27,312 shares; 2025Q2: 29,321 shares; 2025Q3: 28,181 shares; 2025Q4: 27,125 shares 27,125 $544K 0.04% -1,056 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,108 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 5,108 shares; 2025Q3: 5,018 shares; 2025Q4: 5,018 shares 5,018 $541K 0.04% 0 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: 3,761 shares; 2024Q4: 3,681 shares; 2025Q1: 3,845 shares; 2025Q2: 3,725 shares; 2025Q3: 3,626 shares; 2025Q4: 3,627 shares 3,627 $539K 0.04% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,883 shares; 2025Q1: 3,652 shares; 2025Q2: 3,614 shares; 2025Q3: 3,755 shares; 2025Q4: 3,665 shares 3,665 $537K 0.04% -90 Timeline PRF 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: 22,352 shares; 2024Q4: 15,502 shares; 2025Q1: 14,913 shares; 2025Q2: 14,684 shares; 2025Q3: 13,591 shares; 2025Q4: 11,437 shares 11,437 $537K 0.04% -2,154 Timeline EDIV 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: 540 shares; 2024Q4: 1,478 shares; 2025Q1: 8,775 shares; 2025Q2: 9,356 shares; 2025Q3: 10,754 shares; 2025Q4: 13,650 shares 13,650 $534K 0.04% +2,896 Timeline MOTG 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: 18,372 shares; 2024Q4: 18,669 shares; 2025Q1: 17,530 shares; 2025Q2: 14,633 shares; 2025Q3: 14,633 shares; 2025Q4: 13,742 shares 13,742 $533K 0.04% -891 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: 9,483 shares; 2024Q4: 9,659 shares; 2025Q1: 10,743 shares; 2025Q2: 4,975 shares; 2025Q3: 4,467 shares; 2025Q4: 5,313 shares 5,313 $531K 0.04% +846 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,784 shares; 2025Q1: 6,102 shares; 2025Q2: 6,107 shares; 2025Q3: 3,363 shares; 2025Q4: 10,578 shares 10,578 $529K 0.04% +7,215 Timeline BGLD 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: 26,669 shares; 2024Q4: 25,675 shares; 2025Q1: 25,675 shares; 2025Q2: 32,325 shares; 2025Q3: not reported; 2025Q4: 30,564 shares 30,564 $523K 0.04% 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: 4,573 shares; 2024Q4: 4,421 shares; 2025Q1: 4,407 shares; 2025Q2: 4,253 shares; 2025Q3: 4,223 shares; 2025Q4: 4,740 shares 4,740 $523K 0.04% +517 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: 2,774 shares; 2024Q4: 2,800 shares; 2025Q1: 2,571 shares; 2025Q2: 2,601 shares; 2025Q3: 3,313 shares; 2025Q4: 2,958 shares 2,958 $513K 0.04% -355 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,875 shares 16,875 $510K 0.04% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,433 shares; 2025Q3: 3,771 shares; 2025Q4: 4,132 shares 4,132 $510K 0.04% +361 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 74 shares; 2025Q1: 81 shares; 2025Q2: 85 shares; 2025Q3: 80 shares; 2025Q4: 95 shares 95 $509K 0.04% +15 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: 1,680 shares; 2024Q4: 1,689 shares; 2025Q1: 1,938 shares; 2025Q2: 1,816 shares; 2025Q3: 1,884 shares; 2025Q4: 1,974 shares 1,974 $508K 0.04% +90 Timeline SPBU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,899 shares 17,899 $504K 0.04% new Timeline BOTZ 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: 18,043 shares; 2024Q4: 15,104 shares; 2025Q1: 14,840 shares; 2025Q2: 14,670 shares; 2025Q3: 14,122 shares; 2025Q4: 13,805 shares 13,805 $500K 0.04% -317 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,406 shares; 2024Q4: 33,080 shares; 2025Q1: 31,293 shares; 2025Q2: 31,307 shares; 2025Q3: 30,805 shares; 2025Q4: 30,808 shares 30,808 $495K 0.04% +3 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 691 shares; 2025Q1: 2,412 shares; 2025Q2: 2,377 shares; 2025Q3: 2,294 shares; 2025Q4: 2,308 shares 2,308 $489K 0.03% +14 Timeline DMAY 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: 9,153 shares; 2024Q4: 9,153 shares; 2025Q1: 9,153 shares; 2025Q2: 12,278 shares; 2025Q3: 10,778 shares; 2025Q4: 10,731 shares 10,731 $485K 0.03% -47 Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,859 shares; 2024Q4: 28,385 shares; 2025Q1: 27,666 shares; 2025Q2: 26,674 shares; 2025Q3: 24,730 shares; 2025Q4: 24,730 shares 24,730 $484K 0.03% 0 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: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,850 shares 4,850 $479K 0.03% -30 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 40,000 shares; 2025Q2: 39,000 shares; 2025Q3: 33,000 shares; 2025Q4: 41,000 shares 41,000 $474K 0.03% +8,000 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 9,078 shares; 2025Q1: 11,254 shares; 2025Q2: 11,165 shares; 2025Q3: 11,682 shares; 2025Q4: 13,108 shares 13,108 $471K 0.03% +1,426 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,224 shares; 2025Q1: 2,392 shares; 2025Q2: 2,396 shares; 2025Q3: 3,965 shares; 2025Q4: 4,990 shares 4,990 $470K 0.03% +1,025 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 16,725 shares; 2025Q1: 17,549 shares; 2025Q2: 17,549 shares; 2025Q3: 17,549 shares; 2025Q4: 17,579 shares 17,579 $467K 0.03% +30 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,298 shares; 2025Q3: 5,923 shares; 2025Q4: 7,216 shares 7,216 $465K 0.03% +1,293 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 3,826 shares; 2025Q1: 3,291 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,236 shares 3,236 $460K 0.03% -25 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: 4,556 shares; 2024Q4: 3,586 shares; 2025Q1: 5,411 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares; 2025Q4: 6,731 shares 6,731 $460K 0.03% +860 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 214 shares 214 $459K 0.03% -178 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: 3,249 shares; 2024Q4: 3,278 shares; 2025Q1: 3,735 shares; 2025Q2: 3,658 shares; 2025Q3: 3,617 shares; 2025Q4: 3,521 shares 3,521 $454K 0.03% -96 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: 4,521 shares; 2024Q4: 3,861 shares; 2025Q1: 3,665 shares; 2025Q2: 3,439 shares; 2025Q3: 3,797 shares; 2025Q4: 3,939 shares 3,939 $454K 0.03% +142 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,119 shares; 2025Q3: 9,345 shares; 2025Q4: 10,419 shares 10,419 $451K 0.03% +1,074 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares 27,000 $451K 0.03% new Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 1,288 shares; 2025Q3: 4,565 shares; 2025Q4: 9,034 shares 9,034 $450K 0.03% +4,469 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: 566 shares; 2024Q4: 565 shares; 2025Q1: 577 shares; 2025Q2: 562 shares; 2025Q3: 579 shares; 2025Q4: 2,940 shares 2,940 $450K 0.03% +2,361 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: 9,152 shares; 2024Q4: 8,824 shares; 2025Q1: 9,102 shares; 2025Q2: 9,309 shares; 2025Q3: 7,815 shares; 2025Q4: 8,810 shares 8,810 $447K 0.03% +995 Timeline PJP 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: 4,402 shares; 2024Q4: 4,412 shares; 2025Q1: 4,401 shares; 2025Q2: 4,416 shares; 2025Q3: 4,251 shares; 2025Q4: 4,261 shares 4,261 $445K 0.03% +10 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,132 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,262 shares; 2025Q4: 3,226 shares 3,226 $445K 0.03% -36 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 790 shares; 2025Q3: 2,017 shares; 2025Q4: 4,521 shares 4,521 $444K 0.03% +2,504 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 6,503 shares 6,503 $443K 0.03% +203 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,022 shares 20,022 $443K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,737 shares 6,737 $441K 0.03% new Timeline DEHP 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: 2,906 shares; 2024Q4: 2,909 shares; 2025Q1: 5,926 shares; 2025Q2: 7,359 shares; 2025Q3: 7,813 shares; 2025Q4: 13,653 shares 13,653 $440K 0.03% +5,840 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,156 shares; 2025Q1: 5,607 shares; 2025Q2: 5,595 shares; 2025Q3: 5,979 shares; 2025Q4: 5,991 shares 5,991 $440K 0.03% +12 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,802 shares; 2024Q4: 8,024 shares; 2025Q1: 7,737 shares; 2025Q2: 7,627 shares; 2025Q3: 8,573 shares; 2025Q4: 9,361 shares 9,361 $440K 0.03% +788 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 852 shares 852 $435K 0.03% +16 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: 2,685 shares; 2024Q4: 2,707 shares; 2025Q1: 2,490 shares; 2025Q2: 2,501 shares; 2025Q3: 2,516 shares; 2025Q4: 1,898 shares 1,898 $434K 0.03% -618 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 6,808 shares; 2025Q1: 6,902 shares; 2025Q2: 7,002 shares; 2025Q3: 7,091 shares; 2025Q4: 7,162 shares 7,162 $433K 0.03% +71 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,105 shares 15,105 $432K 0.03% new Timeline DDM 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: 1,135 shares; 2024Q4: 2,277 shares; 2025Q1: 2,602 shares; 2025Q2: 3,481 shares; 2025Q3: 3,738 shares; 2025Q4: 7,486 shares 7,486 $426K 0.03% +3,748 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: 5,947 shares; 2024Q4: 6,072 shares; 2025Q1: 5,665 shares; 2025Q2: 5,510 shares; 2025Q3: not reported; 2025Q4: 7,951 shares 7,951 $424K 0.03% new 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,850 shares; 2025Q2: 1,830 shares; 2025Q3: 1,933 shares; 2025Q4: 1,997 shares 1,997 $423K 0.03% +64 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,056 shares 22,056 $423K 0.03% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $418K 0.03% 0 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: 467 shares; 2024Q4: 437 shares; 2025Q1: 627 shares; 2025Q2: 645 shares; 2025Q3: 692 shares; 2025Q4: 729 shares 729 $413K 0.03% +37 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,242 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,615 shares; 2025Q4: 1,840 shares 1,840 $411K 0.03% +225 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 3,376 shares; 2025Q4: 3,311 shares 3,311 $407K 0.03% -65 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,079 shares; 2025Q4: 8,543 shares 8,543 $406K 0.03% +1,464 Timeline XSHD 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: 4,500 shares; 2024Q4: 22,690 shares; 2025Q1: 30,625 shares; 2025Q2: 30,625 shares; 2025Q3: 31,625 shares; 2025Q4: 31,625 shares 31,625 $405K 0.03% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 413 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 836 shares; 2025Q4: 844 shares 844 $396K 0.03% +8 Timeline FSMB 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: 15,071 shares; 2024Q4: 16,632 shares; 2025Q1: 17,244 shares; 2025Q2: 19,255 shares; 2025Q3: 19,117 shares; 2025Q4: 19,729 shares 19,729 $395K 0.03% +612 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: 1,916 shares; 2024Q4: 1,976 shares; 2025Q1: 1,784 shares; 2025Q2: 1,752 shares; 2025Q3: 1,963 shares; 2025Q4: 1,864 shares 1,864 $395K 0.03% -99 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: 1,514 shares; 2024Q4: 1,343 shares; 2025Q1: 1,335 shares; 2025Q2: 1,760 shares; 2025Q3: 2,045 shares; 2025Q4: 1,556 shares 1,556 $394K 0.03% -489 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,900 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares 8,500 $393K 0.03% 0 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: 4,422 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 4,534 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares 4,574 $392K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 3,906 shares 3,906 $390K 0.03% -96 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,750 shares; 2025Q1: 5,776 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,750 shares 5,750 $388K 0.03% -26 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,699 shares; 2025Q3: 1,704 shares; 2025Q4: 1,699 shares 1,699 $386K 0.03% -5 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: 15,790 shares; 2024Q4: 14,750 shares; 2025Q1: 17,714 shares; 2025Q2: 16,470 shares; 2025Q3: 15,814 shares; 2025Q4: 12,888 shares 12,888 $385K 0.03% -2,926 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 669 shares 669 $380K 0.03% -10 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,922 shares; 2025Q1: 4,380 shares; 2025Q2: 3,895 shares; 2025Q3: 4,098 shares; 2025Q4: 4,765 shares 4,765 $380K 0.03% +667 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 4,446 shares 4,446 $380K 0.03% -267 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,439 shares; 2024Q4: 30,175 shares; 2025Q1: 30,276 shares; 2025Q2: 31,182 shares; 2025Q3: 31,295 shares; 2025Q4: 31,412 shares 31,412 $377K 0.03% +117 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,503 shares 7,503 $374K 0.03% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,577 shares; 2025Q1: 3,087 shares; 2025Q2: 3,142 shares; 2025Q3: 3,720 shares; 2025Q4: 3,480 shares 3,480 $371K 0.03% -240 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,779 shares; 2024Q4: 12,797 shares; 2025Q1: 12,245 shares; 2025Q2: 11,600 shares; 2025Q3: 11,600 shares; 2025Q4: 10,832 shares 10,832 $369K 0.03% -768 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,445 shares; 2025Q4: 7,847 shares 7,847 $366K 0.03% +3,402 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,280 shares; 2024Q4: 10,514 shares; 2025Q1: 8,129 shares; 2025Q2: 8,131 shares; 2025Q3: 6,258 shares; 2025Q4: 8,742 shares 8,742 $366K 0.03% +2,484 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,201 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares 4,201 $366K 0.03% 0 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: 5,526 shares; 2024Q4: 5,558 shares; 2025Q1: 4,780 shares; 2025Q2: 4,791 shares; 2025Q3: 4,942 shares; 2025Q4: 4,953 shares 4,953 $365K 0.03% +11 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,617 shares; 2024Q4: 5,450 shares; 2025Q1: 2,838 shares; 2025Q2: 2,852 shares; 2025Q3: 3,247 shares; 2025Q4: 3,204 shares 3,204 $362K 0.03% -43 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,415 shares; 2025Q1: 3,465 shares; 2025Q2: 3,314 shares; 2025Q3: 2,376 shares; 2025Q4: 2,090 shares 2,090 $361K 0.03% -286 Timeline PDEC 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: 50 shares; 2024Q4: 563 shares; 2025Q1: 513 shares; 2025Q2: 8,178 shares; 2025Q3: 8,148 shares; 2025Q4: 8,293 shares 8,293 $360K 0.03% +145 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,315 shares; 2025Q1: 5,206 shares; 2025Q2: 5,211 shares; 2025Q3: 5,214 shares; 2025Q4: 5,219 shares 5,219 $359K 0.03% +5 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 365 shares; 2025Q1: 1,747 shares; 2025Q2: 3,230 shares; 2025Q3: 3,845 shares; 2025Q4: 5,317 shares 5,317 $359K 0.03% +1,472 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,820 shares; 2025Q1: 2,501 shares; 2025Q2: 2,975 shares; 2025Q3: 3,033 shares; 2025Q4: 2,845 shares 2,845 $358K 0.03% -188 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 4,683 shares; 2025Q1: 5,145 shares; 2025Q2: 5,076 shares; 2025Q3: 5,121 shares; 2025Q4: 5,339 shares 5,339 $358K 0.03% +218 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,322 shares; 2024Q4: 48,106 shares; 2025Q1: 48,322 shares; 2025Q2: 40,537 shares; 2025Q3: 35,448 shares; 2025Q4: 35,582 shares 35,582 $355K 0.03% +134 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,315 shares; 2025Q1: 5,410 shares; 2025Q2: 5,291 shares; 2025Q3: 6,066 shares; 2025Q4: 7,534 shares 7,534 $355K 0.03% +1,468 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,704 shares 7,704 $354K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,024 shares; 2025Q1: 5,579 shares; 2025Q2: 5,489 shares; 2025Q3: 5,713 shares; 2025Q4: 5,425 shares 5,425 $353K 0.02% -288 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,780 shares 13,780 $351K 0.02% 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: 2,535 shares; 2024Q4: 2,535 shares; 2025Q1: 2,585 shares; 2025Q2: 2,587 shares; 2025Q3: 2,511 shares; 2025Q4: 2,513 shares 2,513 $350K 0.02% +2 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,027 shares; 2025Q4: 10,081 shares 10,081 $349K 0.02% +4,054 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 7,409 shares; 2025Q1: 7,812 shares; 2025Q2: 8,003 shares; 2025Q3: 7,925 shares; 2025Q4: 7,510 shares 7,510 $349K 0.02% -415 Timeline QQQJ 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: 9,877 shares; 2024Q4: 9,878 shares; 2025Q1: 9,572 shares; 2025Q2: 9,324 shares; 2025Q3: 9,326 shares; 2025Q4: 9,427 shares 9,427 $347K 0.02% +101 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,058 shares; 2025Q1: 11,281 shares; 2025Q2: 19,674 shares; 2025Q3: 22,687 shares; 2025Q4: 22,563 shares 22,563 $346K 0.02% -124 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: 749 shares; 2024Q4: 2,768 shares; 2025Q1: 2,984 shares; 2025Q2: 2,763 shares; 2025Q3: 2,671 shares; 2025Q4: 2,822 shares 2,822 $344K 0.02% +151 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: 1,221 shares; 2024Q4: 1,282 shares; 2025Q1: 1,285 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,168 shares 1,168 $343K 0.02% -7 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 3,321 shares; 2025Q1: 3,714 shares; 2025Q2: 3,370 shares; 2025Q3: 3,446 shares; 2025Q4: 3,722 shares 3,722 $342K 0.02% +276 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $341K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 2,933 shares; 2025Q1: 1,467 shares; 2025Q2: 1,366 shares; 2025Q3: 1,325 shares; 2025Q4: 1,915 shares 1,915 $340K 0.02% +590 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 9,271 shares; 2025Q1: 7,522 shares; 2025Q2: 7,451 shares; 2025Q3: 7,451 shares; 2025Q4: 7,478 shares 7,478 $338K 0.02% +27 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 1,901 shares; 2025Q3: 2,015 shares; 2025Q4: 2,084 shares 2,084 $338K 0.02% +69 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,116 shares; 2025Q3: 6,129 shares; 2025Q4: 6,880 shares 6,880 $337K 0.02% +751 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: 2,147 shares; 2024Q4: 2,120 shares; 2025Q1: 1,960 shares; 2025Q2: 1,962 shares; 2025Q3: 2,122 shares; 2025Q4: 1,916 shares 1,916 $336K 0.02% -206 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 16,368 shares; 2025Q1: 16,257 shares; 2025Q2: 16,645 shares; 2025Q3: 17,650 shares; 2025Q4: 17,650 shares 17,650 $334K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 12,585 shares; 2025Q1: 12,977 shares; 2025Q2: 12,977 shares; 2025Q3: 13,089 shares; 2025Q4: 13,027 shares 13,027 $333K 0.02% -62 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: 4,538 shares; 2024Q4: 4,317 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 6,000 shares; 2025Q4: 5,860 shares 5,860 $333K 0.02% -140 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: 2,239 shares; 2024Q4: 2,240 shares; 2025Q1: 2,241 shares; 2025Q2: 2,217 shares; 2025Q3: 2,358 shares; 2025Q4: 2,359 shares 2,359 $333K 0.02% +1 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,842 shares 7,842 $331K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 5,539 shares; 2025Q1: 5,534 shares; 2025Q2: 5,192 shares; 2025Q3: 5,266 shares; 2025Q4: 5,266 shares 5,266 $329K 0.02% 0 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: 7,206 shares; 2024Q4: 4,553 shares; 2025Q1: 4,390 shares; 2025Q2: 4,252 shares; 2025Q3: 4,350 shares; 2025Q4: 4,025 shares 4,025 $327K 0.02% -325 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: 5,669 shares; 2024Q4: 6,411 shares; 2025Q1: 5,592 shares; 2025Q2: 5,550 shares; 2025Q3: 6,474 shares; 2025Q4: 7,368 shares 7,368 $327K 0.02% +894 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 22,525 shares; 2025Q1: 24,125 shares; 2025Q2: 26,025 shares; 2025Q3: 24,862 shares; 2025Q4: 24,612 shares 24,612 $327K 0.02% -250 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 16,978 shares 16,978 $326K 0.02% new Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 8,588 shares; 2025Q3: 8,588 shares; 2025Q4: 8,328 shares 8,328 $325K 0.02% -260 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,558 shares; 2024Q4: 25,563 shares; 2025Q1: 21,969 shares; 2025Q2: 21,475 shares; 2025Q3: 21,980 shares; 2025Q4: 18,984 shares 18,984 $325K 0.02% -2,996 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 8,523 shares; 2025Q1: 8,532 shares; 2025Q2: 8,492 shares; 2025Q3: 8,501 shares; 2025Q4: 8,237 shares 8,237 $324K 0.02% -264 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,490 shares; 2025Q4: 18,698 shares 18,698 $324K 0.02% +4,208 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 9,790 shares; 2025Q4: 10,142 shares 10,142 $324K 0.02% +352 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,035 shares; 2025Q4: 7,411 shares 7,411 $323K 0.02% +376 Timeline PEY 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: 13,743 shares; 2024Q4: 11,926 shares; 2025Q1: 15,724 shares; 2025Q2: 15,729 shares; 2025Q3: 16,138 shares; 2025Q4: 15,674 shares 15,674 $320K 0.02% -464 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,528 shares 1,528 $318K 0.02% -6 Timeline VONE 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: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,028 shares; 2025Q4: 1,029 shares 1,029 $318K 0.02% +1 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 7,013 shares 7,013 $316K 0.02% +4,524 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 1,765 shares; 2025Q3: 1,716 shares; 2025Q4: 1,717 shares 1,717 $312K 0.02% +1 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,301 shares; 2025Q1: 2,483 shares; 2025Q2: 2,451 shares; 2025Q3: 2,807 shares; 2025Q4: 3,423 shares 3,423 $308K 0.02% +616 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,403 shares; 2024Q4: 13,216 shares; 2025Q1: 13,310 shares; 2025Q2: 13,411 shares; 2025Q3: 13,527 shares; 2025Q4: 12,900 shares 12,900 $307K 0.02% -627 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 1,607 shares; 2025Q3: 1,506 shares; 2025Q4: 1,641 shares 1,641 $305K 0.02% +135 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,961 shares; 2025Q2: 7,675 shares; 2025Q3: 7,719 shares; 2025Q4: 7,708 shares 7,708 $296K 0.02% -11 Timeline