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: restricted; 2024Q4: 159,793 shares; 2025Q1: 159,793 shares; 2025Q2: 179,519 shares; 2025Q3: 181,977 shares; 2025Q4: 183,547 shares 183,547 $24.3M 5.34% +1,570 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: restricted; 2024Q4: 72,746 shares; 2025Q1: 72,746 shares; 2025Q2: 71,047 shares; 2025Q3: 75,323 shares; 2025Q4: 74,678 shares 74,678 $20.3M 4.46% -645 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: restricted; 2024Q4: 217,116 shares; 2025Q1: 217,116 shares; 2025Q2: 247,901 shares; 2025Q3: 260,736 shares; 2025Q4: 267,487 shares 267,487 $15.3M 3.36% +6,751 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: restricted; 2024Q4: 29,063 shares; 2025Q1: 29,063 shares; 2025Q2: 22,498 shares; 2025Q3: 21,626 shares; 2025Q4: 21,850 shares 21,850 $15M 3.29% +224 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: restricted; 2024Q4: 192,548 shares; 2025Q1: 192,548 shares; 2025Q2: 233,630 shares; 2025Q3: 245,925 shares; 2025Q4: 251,902 shares 251,902 $14.6M 3.22% +5,977 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: restricted; 2024Q4: 88,514 shares; 2025Q1: 88,514 shares; 2025Q2: 63,918 shares; 2025Q3: 64,071 shares; 2025Q4: 64,926 shares 64,926 $12.1M 2.66% +855 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,520 shares; 2025Q1: 124,520 shares; 2025Q2: 130,755 shares; 2025Q3: 143,976 shares; 2025Q4: 152,553 shares 152,553 $9.28M 2.04% +8,577 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: restricted; 2024Q4: 195,852 shares; 2025Q1: 195,852 shares; 2025Q2: 183,158 shares; 2025Q3: 180,056 shares; 2025Q4: 162,789 shares 162,789 $8.8M 1.93% -17,267 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: restricted; 2024Q4: 16,433 shares; 2025Q1: 16,433 shares; 2025Q2: 14,269 shares; 2025Q3: 16,264 shares; 2025Q4: 16,137 shares 16,137 $7.8M 1.71% -127 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: restricted; 2024Q4: 70,311 shares; 2025Q1: 70,311 shares; 2025Q2: 68,328 shares; 2025Q3: 72,051 shares; 2025Q4: 74,854 shares 74,854 $7.79M 1.71% +2,803 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: restricted; 2024Q4: 170,999 shares; 2025Q1: 170,999 shares; 2025Q2: 169,295 shares; 2025Q3: 154,756 shares; 2025Q4: 159,063 shares 159,063 $7.4M 1.63% +4,307 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,225 shares; 2025Q3: 32,936 shares; 2025Q4: 33,128 shares 33,128 $6.81M 1.5% +192 Timeline ZROZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,717 shares; 2025Q4: 104,176 shares 104,176 $6.69M 1.47% +3,459 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: restricted; 2024Q4: 11,481 shares; 2025Q1: 11,481 shares; 2025Q2: 9,272 shares; 2025Q3: 9,727 shares; 2025Q4: 10,561 shares 10,561 $6.62M 1.46% +834 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: restricted; 2024Q4: 64,013 shares; 2025Q1: 64,013 shares; 2025Q2: 56,424 shares; 2025Q3: 52,907 shares; 2025Q4: 53,111 shares 53,111 $6.55M 1.44% +204 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: restricted; 2024Q4: 38,479 shares; 2025Q1: 38,479 shares; 2025Q2: 46,966 shares; 2025Q3: 38,278 shares; 2025Q4: 32,469 shares 32,469 $6.45M 1.42% -5,809 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,384 shares; 2025Q1: 10,384 shares; 2025Q2: 111,155 shares; 2025Q3: 124,497 shares; 2025Q4: 126,414 shares 126,414 $6.43M 1.41% +1,917 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: restricted; 2024Q4: 19,419 shares; 2025Q1: 19,419 shares; 2025Q2: 70,916 shares; 2025Q3: 83,117 shares; 2025Q4: 94,596 shares 94,596 $6.36M 1.4% +11,479 Timeline DTCR 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: restricted; 2024Q4: 206,903 shares; 2025Q1: 206,903 shares; 2025Q2: 260,230 shares; 2025Q3: 290,464 shares; 2025Q4: 296,856 shares 296,856 $6.26M 1.38% +6,392 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,114 shares; 2025Q3: 17,268 shares; 2025Q4: 17,654 shares 17,654 $6.05M 1.33% +386 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: restricted; 2024Q4: 45,765 shares; 2025Q1: 45,765 shares; 2025Q2: 59,532 shares; 2025Q3: 66,550 shares; 2025Q4: 140,700 shares 140,700 $6.01M 1.32% +74,150 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: restricted; 2024Q4: 12,581 shares; 2025Q1: 12,581 shares; 2025Q2: 19,582 shares; 2025Q3: 19,767 shares; 2025Q4: 24,643 shares 24,643 $5.23M 1.15% +4,876 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: restricted; 2024Q4: 18,792 shares; 2025Q1: 18,792 shares; 2025Q2: 20,320 shares; 2025Q3: 20,918 shares; 2025Q4: 22,403 shares 22,403 $5.17M 1.14% +1,485 Timeline IHAK 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: restricted; 2024Q4: 72,442 shares; 2025Q1: 72,442 shares; 2025Q2: 88,568 shares; 2025Q3: 101,273 shares; 2025Q4: 101,079 shares 101,079 $4.86M 1.07% -194 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: restricted; 2024Q4: 16,241 shares; 2025Q1: 16,241 shares; 2025Q2: 16,801 shares; 2025Q3: 21,999 shares; 2025Q4: 21,659 shares 21,659 $4.76M 1.05% -340 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: restricted; 2024Q4: 8,732 shares; 2025Q1: 8,732 shares; 2025Q2: 72,794 shares; 2025Q3: 81,528 shares; 2025Q4: 83,134 shares 83,134 $4.13M 0.91% +1,606 Timeline PXF 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: restricted; 2024Q4: 36,327 shares; 2025Q1: 36,327 shares; 2025Q2: 56,530 shares; 2025Q3: 56,243 shares; 2025Q4: 59,419 shares 59,419 $3.89M 0.86% +3,176 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,306 shares; 2025Q4: 94,806 shares 94,806 $3.89M 0.86% +500 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: restricted; 2024Q4: 56,945 shares; 2025Q1: 56,945 shares; 2025Q2: 67,191 shares; 2025Q3: 58,013 shares; 2025Q4: 53,623 shares 53,623 $3.83M 0.84% -4,390 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: restricted; 2024Q4: 8,772 shares; 2025Q1: 8,772 shares; 2025Q2: 9,447 shares; 2025Q3: 11,452 shares; 2025Q4: 11,774 shares 11,774 $3.69M 0.81% +322 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: restricted; 2024Q4: 8,633 shares; 2025Q1: 8,633 shares; 2025Q2: 8,853 shares; 2025Q3: 10,055 shares; 2025Q4: 10,837 shares 10,837 $3.39M 0.75% +782 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,093 shares; 2025Q1: 48,093 shares; 2025Q2: 55,306 shares; 2025Q3: 58,152 shares; 2025Q4: 63,296 shares 63,296 $3.34M 0.73% +5,144 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: restricted; 2024Q4: 35,758 shares; 2025Q1: 35,758 shares; 2025Q2: 31,352 shares; 2025Q3: 33,151 shares; 2025Q4: 34,322 shares 34,322 $3.27M 0.72% +1,171 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: restricted; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 4,388 shares; 2025Q3: 4,481 shares; 2025Q4: 4,785 shares 4,785 $3.26M 0.72% +304 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,075 shares; 2025Q3: 30,481 shares; 2025Q4: 31,016 shares 31,016 $3.15M 0.69% +535 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: restricted; 2024Q4: 3,939 shares; 2025Q1: 3,939 shares; 2025Q2: 6,773 shares; 2025Q3: 8,550 shares; 2025Q4: 9,185 shares 9,185 $3.08M 0.68% +635 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,650 shares; 2025Q4: 35,000 shares 35,000 $3M 0.66% +350 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,486 shares; 2025Q1: 18,486 shares; 2025Q2: 26,755 shares; 2025Q3: 36,569 shares; 2025Q4: 36,679 shares 36,679 $2.98M 0.65% +110 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,507 shares; 2025Q3: 80,358 shares; 2025Q4: 88,622 shares 88,622 $2.95M 0.65% +8,264 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,216 shares; 2025Q4: 56,975 shares 56,975 $2.82M 0.62% +759 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,533 shares; 2025Q1: 45,533 shares; 2025Q2: 53,534 shares; 2025Q3: 55,847 shares; 2025Q4: 60,669 shares 60,669 $2.81M 0.62% +4,822 Timeline IAGG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,111 shares; 2025Q3: 51,406 shares; 2025Q4: 55,871 shares 55,871 $2.79M 0.61% +4,465 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: restricted; 2024Q4: 65,515 shares; 2025Q1: 65,515 shares; 2025Q2: 68,743 shares; 2025Q3: 70,082 shares; 2025Q4: 79,189 shares 79,189 $2.79M 0.61% +9,107 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: restricted; 2024Q4: 6,858 shares; 2025Q1: 6,858 shares; 2025Q2: 10,444 shares; 2025Q3: 56,931 shares; 2025Q4: 61,105 shares 61,105 $2.76M 0.61% +4,174 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,124 shares; 2025Q3: 64,278 shares; 2025Q4: 68,124 shares 68,124 $2.63M 0.58% +3,846 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,084 shares; 2025Q1: 27,084 shares; 2025Q2: 27,843 shares; 2025Q3: 26,721 shares; 2025Q4: 28,622 shares 28,622 $2.62M 0.58% +1,901 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: restricted; 2024Q4: 4,483 shares; 2025Q1: 4,483 shares; 2025Q2: 5,067 shares; 2025Q3: 5,587 shares; 2025Q4: 5,599 shares 5,599 $2.52M 0.55% +12 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,973 shares; 2025Q4: 87,982 shares 87,982 $2.34M 0.51% +2,009 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: restricted; 2024Q4: 4,516 shares; 2025Q1: 4,516 shares; 2025Q2: 4,611 shares; 2025Q3: 4,619 shares; 2025Q4: 4,530 shares 4,530 $2.28M 0.5% -89 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: restricted; 2024Q4: 9,437 shares; 2025Q1: 9,437 shares; 2025Q2: 22,363 shares; 2025Q3: 23,834 shares; 2025Q4: 36,703 shares 36,703 $2.21M 0.49% +12,869 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: restricted; 2024Q4: 5,492 shares; 2025Q1: 5,492 shares; 2025Q2: 5,437 shares; 2025Q3: 6,665 shares; 2025Q4: 6,751 shares 6,751 $2.18M 0.48% +86 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: restricted; 2024Q4: 23,078 shares; 2025Q1: 23,078 shares; 2025Q2: 22,927 shares; 2025Q3: 23,024 shares; 2025Q4: 22,994 shares 22,994 $2.17M 0.48% -30 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,236 shares; 2025Q4: 85,759 shares 85,759 $2.15M 0.47% -477 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: restricted; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,914 shares; 2025Q3: 14,719 shares; 2025Q4: 14,872 shares 14,872 $2.13M 0.47% +153 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: restricted; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 928 shares; 2025Q3: 1,978 shares; 2025Q4: 1,938 shares 1,938 $2.08M 0.46% -40 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: restricted; 2024Q4: 30,426 shares; 2025Q1: 30,426 shares; 2025Q2: 30,105 shares; 2025Q3: 29,411 shares; 2025Q4: 29,906 shares 29,906 $2.08M 0.46% +495 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,321 shares; 2025Q4: 57,412 shares 57,412 $2.07M 0.45% +91 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: restricted; 2024Q4: 5,917 shares; 2025Q1: 5,917 shares; 2025Q2: 5,746 shares; 2025Q3: 5,891 shares; 2025Q4: 5,871 shares 5,871 $2.06M 0.45% -20 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: restricted; 2024Q4: 42,674 shares; 2025Q1: 42,674 shares; 2025Q2: 43,382 shares; 2025Q3: 43,236 shares; 2025Q4: 43,251 shares 43,251 $1.99M 0.44% +15 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: restricted; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 3,132 shares; 2025Q3: 3,261 shares; 2025Q4: 3,198 shares 3,198 $1.96M 0.43% -63 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: restricted; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 5,722 shares; 2025Q3: 5,764 shares; 2025Q4: 7,578 shares 7,578 $1.9M 0.42% +1,814 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: restricted; 2024Q4: 48,635 shares; 2025Q1: 48,635 shares; 2025Q2: 47,390 shares; 2025Q3: 47,755 shares; 2025Q4: 38,749 shares 38,749 $1.82M 0.4% -9,006 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: restricted; 2024Q4: 1,766 shares; 2025Q1: 1,766 shares; 2025Q2: 2,014 shares; 2025Q3: 2,044 shares; 2025Q4: 2,095 shares 2,095 $1.81M 0.4% +51 Timeline FBCG 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: restricted; 2024Q4: 35,492 shares; 2025Q1: 35,492 shares; 2025Q2: 36,848 shares; 2025Q3: 37,155 shares; 2025Q4: 32,747 shares 32,747 $1.8M 0.39% -4,408 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: restricted; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,315 shares; 2025Q3: 2,325 shares; 2025Q4: 2,414 shares 2,414 $1.59M 0.35% +89 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,753 shares; 2025Q1: 33,753 shares; 2025Q2: 37,527 shares; 2025Q3: 38,066 shares; 2025Q4: 39,437 shares 39,437 $1.57M 0.35% +1,371 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: restricted; 2024Q4: 22,127 shares; 2025Q1: 22,127 shares; 2025Q2: 23,713 shares; 2025Q3: 23,921 shares; 2025Q4: 25,945 shares 25,945 $1.52M 0.33% +2,024 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,500 shares; 2025Q4: 61,500 shares 61,500 $1.5M 0.33% +3,000 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: restricted; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 5,526 shares; 2025Q3: 7,342 shares; 2025Q4: 7,233 shares 7,233 $1.5M 0.33% -109 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,687 shares; 2025Q1: 24,687 shares; 2025Q2: 25,027 shares; 2025Q3: 29,088 shares; 2025Q4: 29,660 shares 29,660 $1.49M 0.33% +572 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,379 shares; 2025Q1: 158,379 shares; 2025Q2: 38,089 shares; 2025Q3: 32,356 shares; 2025Q4: 28,971 shares 28,971 $1.46M 0.32% -3,385 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,705 shares; 2025Q4: 18,714 shares 18,714 $1.46M 0.32% +1,009 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: restricted; 2024Q4: 10,291 shares; 2025Q1: 10,291 shares; 2025Q2: 10,251 shares; 2025Q3: 10,329 shares; 2025Q4: 10,130 shares 10,130 $1.45M 0.32% -199 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: restricted; 2024Q4: 8,777 shares; 2025Q1: 8,777 shares; 2025Q2: 9,540 shares; 2025Q3: 11,855 shares; 2025Q4: 11,956 shares 11,956 $1.44M 0.32% +101 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,972 shares; 2025Q4: 28,422 shares 28,422 $1.32M 0.29% +2,450 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,318 shares; 2025Q1: 9,318 shares; 2025Q2: 11,935 shares; 2025Q3: 12,551 shares; 2025Q4: 13,450 shares 13,450 $1.29M 0.28% +899 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,106 shares 27,106 $1.28M 0.28% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,063 shares; 2025Q3: 24,428 shares; 2025Q4: 26,868 shares 26,868 $1.24M 0.27% +2,440 Timeline MLPA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,043 shares; 2025Q4: 24,492 shares 24,492 $1.19M 0.26% +449 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,434 shares; 2025Q1: 18,434 shares; 2025Q2: 16,337 shares; 2025Q3: 15,734 shares; 2025Q4: 15,880 shares 15,880 $1.18M 0.26% +146 Timeline FALN 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,489 shares; 2025Q4: 41,798 shares 41,798 $1.14M 0.25% +309 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares 2,134 $1.09M 0.24% 0 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: restricted; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,883 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares 1,883 $1.08M 0.24% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,105 shares; 2025Q1: 111,105 shares; 2025Q2: 113,615 shares; 2025Q3: 113,704 shares; 2025Q4: 113,260 shares 113,260 $1.07M 0.24% -444 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,412 shares; 2025Q1: 13,412 shares; 2025Q2: 13,090 shares; 2025Q3: 12,700 shares; 2025Q4: 20,351 shares 20,351 $1.04M 0.23% +7,651 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,887 shares; 2025Q1: 87,887 shares; 2025Q2: 87,887 shares; 2025Q3: 87,887 shares; 2025Q4: 86,530 shares 86,530 $1.01M 0.22% -1,357 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: restricted; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,305 shares; 2025Q3: 3,203 shares; 2025Q4: 3,056 shares 3,056 $1M 0.22% -147 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,098 shares; 2025Q4: 19,589 shares 19,589 $992K 0.22% -509 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,735 shares; 2025Q3: 9,190 shares; 2025Q4: 9,241 shares 9,241 $990K 0.22% +51 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: restricted; 2024Q4: 6,236 shares; 2025Q1: 6,236 shares; 2025Q2: 6,339 shares; 2025Q3: 5,925 shares; 2025Q4: 6,121 shares 6,121 $985K 0.22% +196 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: restricted; 2024Q4: 5,082 shares; 2025Q1: 5,082 shares; 2025Q2: 5,609 shares; 2025Q3: 8,482 shares; 2025Q4: 8,341 shares 8,341 $929K 0.2% -141 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: restricted; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: 1,545 shares; 2025Q3: 1,566 shares; 2025Q4: 1,614 shares 1,614 $921K 0.2% +48 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $917K 0.2% 0 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: restricted; 2024Q4: 7,888 shares; 2025Q1: 7,888 shares; 2025Q2: 7,165 shares; 2025Q3: 7,454 shares; 2025Q4: 7,535 shares 7,535 $906K 0.2% +81 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: restricted; 2024Q4: 11,551 shares; 2025Q1: 11,551 shares; 2025Q2: 10,735 shares; 2025Q3: 12,208 shares; 2025Q4: 12,331 shares 12,331 $862K 0.19% +123 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: restricted; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 1,868 shares; 2025Q3: 2,808 shares; 2025Q4: 2,590 shares 2,590 $855K 0.19% -218 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,398 shares; 2025Q4: 3,973 shares 3,973 $853K 0.19% +575 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: restricted; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 901 shares; 2025Q3: 892 shares; 2025Q4: 9,035 shares 9,035 $847K 0.19% +8,143 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: restricted; 2024Q4: 11,188 shares; 2025Q1: 11,188 shares; 2025Q2: 10,562 shares; 2025Q3: 10,613 shares; 2025Q4: 10,366 shares 10,366 $832K 0.18% -247 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: restricted; 2024Q4: 6,536 shares; 2025Q1: 6,536 shares; 2025Q2: 6,898 shares; 2025Q3: 7,124 shares; 2025Q4: 7,286 shares 7,286 $829K 0.18% +162 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 2,001 shares; 2025Q4: 1,987 shares 1,987 $820K 0.18% -14 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,418 shares; 2025Q1: 245,418 shares; 2025Q2: 44,281 shares; 2025Q3: 36,918 shares; 2025Q4: 30,791 shares 30,791 $807K 0.18% -6,127 Timeline SPTS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 27,000 shares 27,000 $791K 0.17% -1,000 Timeline ICVT 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: restricted; 2024Q4: 10,569 shares; 2025Q1: 10,569 shares; 2025Q2: 8,713 shares; 2025Q3: 8,358 shares; 2025Q4: 8,021 shares 8,021 $790K 0.17% -337 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,992 shares; 2025Q4: 2,897 shares 2,897 $777K 0.17% -95 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,957 shares; 2025Q4: 10,030 shares 10,030 $773K 0.17% +73 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: restricted; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 10,443 shares; 2025Q3: 10,378 shares; 2025Q4: 11,566 shares 11,566 $763K 0.17% +1,188 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: restricted; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 1,596 shares; 2025Q3: 1,678 shares; 2025Q4: 1,579 shares 1,579 $759K 0.17% -99 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.17% 0 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: restricted; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,943 shares; 2025Q3: 2,293 shares; 2025Q4: 2,242 shares 2,242 $755K 0.17% -51 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,786 shares; 2025Q3: 3,758 shares; 2025Q4: 3,673 shares 3,673 $752K 0.17% -85 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: restricted; 2024Q4: 13,990 shares; 2025Q1: 13,990 shares; 2025Q2: 14,798 shares; 2025Q3: 14,954 shares; 2025Q4: 15,125 shares 15,125 $744K 0.16% +171 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: restricted; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 1,771 shares; 2025Q3: 2,254 shares; 2025Q4: 2,108 shares 2,108 $725K 0.16% -146 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,779 shares; 2025Q1: 13,779 shares; 2025Q2: 13,279 shares; 2025Q3: 14,043 shares; 2025Q4: 14,043 shares 14,043 $715K 0.16% 0 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: restricted; 2024Q4: 10,803 shares; 2025Q1: 10,803 shares; 2025Q2: 8,709 shares; 2025Q3: 8,573 shares; 2025Q4: 8,935 shares 8,935 $712K 0.16% +362 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,039 shares; 2025Q4: 7,039 shares 7,039 $709K 0.16% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,250 shares; 2025Q4: 27,000 shares 27,000 $697K 0.15% +2,750 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: restricted; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 2,231 shares; 2025Q3: 2,285 shares; 2025Q4: 2,294 shares 2,294 $697K 0.15% +9 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,128 shares; 2025Q1: 21,128 shares; 2025Q2: 27,405 shares; 2025Q3: 28,135 shares; 2025Q4: 30,159 shares 30,159 $674K 0.15% +2,024 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: restricted; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,813 shares 1,813 $671K 0.15% +3 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: restricted; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 972 shares; 2025Q3: 1,067 shares; 2025Q4: 1,174 shares 1,174 $665K 0.15% +107 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: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,033 shares; 2025Q3: 3,533 shares; 2025Q4: 3,364 shares 3,364 $656K 0.14% -169 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: restricted; 2024Q4: 9,637 shares; 2025Q1: 9,637 shares; 2025Q2: 9,862 shares; 2025Q3: 11,863 shares; 2025Q4: 11,896 shares 11,896 $654K 0.14% +33 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: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 635 shares; 2025Q3: 625 shares; 2025Q4: 608 shares 608 $650K 0.14% -17 Timeline PALC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 10,725 shares; 2025Q4: 12,197 shares 12,197 $637K 0.14% +1,472 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: restricted; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,723 shares; 2025Q3: 3,713 shares; 2025Q4: 3,609 shares 3,609 $634K 0.14% -104 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,608 shares; 2025Q4: 8,609 shares 8,609 $633K 0.14% +1 Timeline JMTG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares 12,328 $629K 0.14% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 4,816 shares; 2025Q3: 2,183 shares; 2025Q4: 4,359 shares 4,359 $628K 0.14% +2,176 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: restricted; 2024Q4: 1,783 shares; 2025Q1: 1,783 shares; 2025Q2: 1,775 shares; 2025Q3: 2,087 shares; 2025Q4: 2,020 shares 2,020 $622K 0.14% -67 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: restricted; 2024Q4: 6,659 shares; 2025Q1: 6,659 shares; 2025Q2: 6,300 shares; 2025Q3: 6,462 shares; 2025Q4: 6,221 shares 6,221 $622K 0.14% -241 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: 366 shares 366 $619K 0.14% 0 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $615K 0.14% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: 2,449 shares; 2025Q4: 2,895 shares 2,895 $613K 0.13% +446 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,827 shares; 2025Q1: 27,827 shares; 2025Q2: 27,827 shares; 2025Q3: 27,827 shares; 2025Q4: 27,827 shares 27,827 $613K 0.13% 0 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: restricted; 2024Q4: 22,629 shares; 2025Q1: 22,629 shares; 2025Q2: 22,295 shares; 2025Q3: 22,394 shares; 2025Q4: 26,421 shares 26,421 $608K 0.13% +4,027 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,681 shares; 2025Q4: 8,683 shares 8,683 $605K 0.13% +2 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,010 shares; 2025Q1: 37,010 shares; 2025Q2: 22,158 shares; 2025Q3: 6,046 shares; 2025Q4: 5,266 shares 5,266 $600K 0.13% -780 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: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,715 shares; 2025Q3: 1,940 shares; 2025Q4: 1,948 shares 1,948 $595K 0.13% +8 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,572 shares; 2025Q3: 2,612 shares; 2025Q4: 2,643 shares 2,643 $594K 0.13% +31 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares; 2025Q4: 3,803 shares 3,803 $588K 0.13% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,633 shares 7,633 $588K 0.13% new 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: restricted; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 105 shares; 2025Q3: 110 shares; 2025Q4: 108 shares 108 $579K 0.13% -2 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: restricted; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 1,801 shares; 2025Q3: 3,602 shares; 2025Q4: 3,608 shares 3,608 $578K 0.13% +6 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: restricted; 2024Q4: 6,549 shares; 2025Q1: 6,549 shares; 2025Q2: 6,552 shares; 2025Q3: 6,552 shares; 2025Q4: 6,430 shares 6,430 $575K 0.13% -122 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares 1,455 $566K 0.12% 0 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: restricted; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares 7,755 $554K 0.12% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 2,011 shares; 2025Q3: 2,042 shares; 2025Q4: 2,076 shares 2,076 $550K 0.12% +34 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,378 shares; 2025Q1: 69,378 shares; 2025Q2: 68,529 shares; 2025Q3: 68,050 shares; 2025Q4: 67,748 shares 67,748 $549K 0.12% -302 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: 2,499 shares; 2025Q4: 2,499 shares 2,499 $549K 0.12% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,260 shares; 2025Q4: 20,010 shares 20,010 $549K 0.12% -250 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 960 shares; 2025Q3: 761 shares; 2025Q4: 804 shares 804 $544K 0.12% +43 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 22,200 shares; 2025Q4: 32,509 shares 32,509 $541K 0.12% +10,309 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: restricted; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 505 shares; 2025Q4: 506 shares 506 $541K 0.12% +1 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,611 shares 11,611 $537K 0.12% new Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,861 shares; 2025Q1: 21,861 shares; 2025Q2: 21,509 shares; 2025Q3: 21,509 shares; 2025Q4: 21,509 shares 21,509 $536K 0.12% 0 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: restricted; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: 1,099 shares; 2025Q3: 1,096 shares; 2025Q4: 1,131 shares 1,131 $530K 0.12% +35 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: restricted; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,506 shares; 2025Q3: 2,368 shares; 2025Q4: 2,296 shares 2,296 $525K 0.12% -72 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,485 shares; 2025Q1: 171,485 shares; 2025Q2: 173,615 shares; 2025Q3: 129,698 shares; 2025Q4: 86,396 shares 86,396 $518K 0.11% -43,302 Timeline MMTM 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: restricted; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,733 shares; 2025Q3: 1,738 shares; 2025Q4: 1,772 shares 1,772 $518K 0.11% +34 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: restricted; 2024Q4: 9,960 shares; 2025Q1: 9,960 shares; 2025Q2: 10,160 shares; 2025Q3: 10,160 shares; 2025Q4: 10,160 shares 10,160 $514K 0.11% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares 3,133 $510K 0.11% 0 Timeline FLTR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $510K 0.11% 0 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: restricted; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,066 shares; 2025Q3: 2,068 shares; 2025Q4: 2,076 shares 2,076 $501K 0.11% +8 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,352 shares; 2025Q4: 1,389 shares 1,389 $487K 0.11% +37 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: restricted; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 3,093 shares; 2025Q3: 4,227 shares; 2025Q4: 4,598 shares 4,598 $484K 0.11% +371 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: restricted; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 1,499 shares; 2025Q3: 1,478 shares; 2025Q4: 1,512 shares 1,512 $482K 0.11% +34 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,043 shares; 2025Q1: 52,043 shares; 2025Q2: 52,043 shares; 2025Q3: 52,043 shares; 2025Q4: 52,043 shares 52,043 $480K 0.11% 0 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: restricted; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,173 shares 1,173 $465K 0.1% -93 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,582 shares; 2025Q1: 5,582 shares; 2025Q2: 5,680 shares; 2025Q3: 5,699 shares; 2025Q4: 6,083 shares 6,083 $451K 0.1% +384 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: restricted; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,126 shares; 2025Q3: 1,246 shares; 2025Q4: 1,256 shares 1,256 $440K 0.1% +10 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,060 shares; 2025Q3: 1,987 shares; 2025Q4: 1,995 shares 1,995 $438K 0.1% +8 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares 7,350 $432K 0.09% 0 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: restricted; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 566 shares; 2025Q3: 535 shares; 2025Q4: 2,807 shares 2,807 $430K 0.09% +2,272 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: restricted; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: not reported; 2025Q3: 2,764 shares; 2025Q4: 2,782 shares 2,782 $427K 0.09% +18 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: restricted; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 1,731 shares; 2025Q3: 2,454 shares; 2025Q4: 2,452 shares 2,452 $425K 0.09% -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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,576 shares; 2025Q4: 4,516 shares 4,516 $423K 0.09% -60 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: restricted; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,825 shares; 2025Q3: 2,829 shares; 2025Q4: 2,834 shares 2,834 $421K 0.09% +5 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: restricted; 2024Q4: 8,563 shares; 2025Q1: 8,563 shares; 2025Q2: 8,591 shares; 2025Q3: 8,869 shares; 2025Q4: 8,757 shares 8,757 $419K 0.09% -112 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: restricted; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,201 shares; 2025Q3: 1,721 shares; 2025Q4: 1,725 shares 1,725 $418K 0.09% +4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 2,305 shares; 2025Q4: 2,272 shares 2,272 $417K 0.09% -33 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,273 shares; 2025Q1: 32,273 shares; 2025Q2: 32,273 shares; 2025Q3: 32,273 shares; 2025Q4: 32,773 shares 32,773 $411K 0.09% +500 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,401 shares; 2025Q1: 33,401 shares; 2025Q2: 33,024 shares; 2025Q3: 33,024 shares; 2025Q4: 33,024 shares 33,024 $409K 0.09% 0 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: restricted; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,333 shares; 2025Q4: 1,313 shares 1,313 $407K 0.09% -20 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: restricted; 2024Q4: 5,719 shares; 2025Q1: 5,719 shares; 2025Q2: 3,794 shares; 2025Q3: 3,847 shares; 2025Q4: 3,813 shares 3,813 $407K 0.09% -34 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,414 shares; 2025Q4: 5,740 shares 5,740 $400K 0.09% +326 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: restricted; 2024Q4: 2,229 shares; 2025Q1: 2,229 shares; 2025Q2: 2,206 shares; 2025Q3: 2,689 shares; 2025Q4: 2,489 shares 2,489 $399K 0.09% -200 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: restricted; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 6,504 shares; 2025Q3: 6,839 shares; 2025Q4: 6,810 shares 6,810 $399K 0.09% -29 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: restricted; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,217 shares; 2025Q3: 4,159 shares; 2025Q4: 4,215 shares 4,215 $393K 0.09% +56 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: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 182 shares; 2025Q3: 184 shares; 2025Q4: 192 shares 192 $387K 0.08% +8 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: restricted; 2024Q4: 11,686 shares; 2025Q1: 11,686 shares; 2025Q2: 10,419 shares; 2025Q3: 1,904 shares; 2025Q4: 1,902 shares 1,902 $380K 0.08% -2 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: restricted; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 798 shares; 2025Q3: 785 shares; 2025Q4: 766 shares 766 $370K 0.08% -19 Timeline RSPG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $366K 0.08% 0 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,445 shares; 2025Q1: 147,445 shares; 2025Q2: 9,966 shares; 2025Q3: 8,304 shares; 2025Q4: 8,283 shares 8,283 $365K 0.08% -21 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: restricted; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 2,165 shares 2,165 $364K 0.08% +182 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,735 shares; 2025Q3: 2,741 shares; 2025Q4: 2,802 shares 2,802 $361K 0.08% +61 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 3,052 shares; 2025Q3: 2,706 shares; 2025Q4: 2,753 shares 2,753 $361K 0.08% +47 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares 3,009 $359K 0.08% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares 2,540 $358K 0.08% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $357K 0.08% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,572 shares 9,572 $352K 0.08% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,282 shares; 2025Q3: 1,324 shares; 2025Q4: 1,370 shares 1,370 $352K 0.08% +46 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: restricted; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 3,000 shares 3,000 $352K 0.08% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 532 shares; 2025Q4: 533 shares 533 $348K 0.08% +1 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,971 shares; 2025Q4: 11,223 shares 11,223 $347K 0.08% +252 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: restricted; 2024Q4: 16,403 shares; 2025Q1: 16,403 shares; 2025Q2: 14,970 shares; 2025Q3: 15,013 shares; 2025Q4: 11,508 shares 11,508 $344K 0.08% -3,505 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: restricted; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,517 shares; 2025Q3: 2,248 shares; 2025Q4: 2,255 shares 2,255 $344K 0.08% +7 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: restricted; 2024Q4: 1,762 shares; 2025Q1: 1,762 shares; 2025Q2: 1,694 shares; 2025Q3: 1,696 shares; 2025Q4: 1,794 shares 1,794 $343K 0.08% +98 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 599 shares 599 $342K 0.08% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 235 shares; 2025Q3: 236 shares; 2025Q4: 255 shares 255 $339K 0.07% +19 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: restricted; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,137 shares; 2025Q3: 1,135 shares; 2025Q4: 1,136 shares 1,136 $336K 0.07% +1 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 10,000 shares 10,000 $336K 0.07% +1,500 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,862 shares; 2025Q1: 67,862 shares; 2025Q2: 66,465 shares; 2025Q3: 66,465 shares; 2025Q4: 66,465 shares 66,465 $334K 0.07% 0 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,765 shares; 2025Q1: 26,765 shares; 2025Q2: 26,765 shares; 2025Q3: 26,765 shares; 2025Q4: 26,765 shares 26,765 $330K 0.07% 0 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: restricted; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,276 shares; 2025Q3: 1,279 shares; 2025Q4: 1,282 shares 1,282 $330K 0.07% +3 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: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,383 shares; 2025Q3: 1,302 shares; 2025Q4: 1,467 shares 1,467 $327K 0.07% +165 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,528 shares; 2025Q3: 2,562 shares; 2025Q4: 2,579 shares 2,579 $326K 0.07% +17 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,781 shares; 2025Q1: 3,781 shares; 2025Q2: 3,781 shares; 2025Q3: 3,781 shares; 2025Q4: 3,781 shares 3,781 $326K 0.07% 0 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: restricted; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 3,068 shares; 2025Q3: 3,458 shares; 2025Q4: 3,333 shares 3,333 $326K 0.07% -125 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 898 shares; 2025Q4: 872 shares 872 $326K 0.07% -26 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,460 shares 5,460 $324K 0.07% new Timeline FDVV 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: restricted; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 5,690 shares 5,690 $323K 0.07% +2 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,954 shares; 2025Q1: 6,954 shares; 2025Q2: 7,326 shares; 2025Q3: 8,453 shares; 2025Q4: 8,713 shares 8,713 $322K 0.07% +260 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,162 shares 1,162 $320K 0.07% +3 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: restricted; 2024Q4: 3,521 shares; 2025Q1: 3,521 shares; 2025Q2: 3,598 shares; 2025Q3: 3,274 shares; 2025Q4: 3,328 shares 3,328 $320K 0.07% +54 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,738 shares; 2025Q4: 14,260 shares 14,260 $317K 0.07% +522 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 1,343 shares; 2025Q4: 1,275 shares 1,275 $315K 0.07% -68 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $313K 0.07% 0 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: restricted; 2024Q4: 8,204 shares; 2025Q1: 8,204 shares; 2025Q2: not reported; 2025Q3: 12,258 shares; 2025Q4: 12,582 shares 12,582 $313K 0.07% +324 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares; 2025Q4: 4,841 shares 4,841 $312K 0.07% 0 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: restricted; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 2,068 shares; 2025Q3: 2,081 shares; 2025Q4: 2,145 shares 2,145 $308K 0.07% +64 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,476 shares; 2025Q4: 1,490 shares 1,490 $306K 0.07% +14 Timeline EAGG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,436 shares; 2025Q3: 5,437 shares; 2025Q4: 6,346 shares 6,346 $304K 0.07% +909 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $301K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,690 shares; 2025Q3: 1,669 shares; 2025Q4: 1,686 shares 1,686 $299K 0.07% +17 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,002 shares; 2025Q1: 22,002 shares; 2025Q2: 21,543 shares; 2025Q3: 21,545 shares; 2025Q4: 21,549 shares 21,549 $298K 0.07% +4 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,087 shares; 2025Q1: 6,087 shares; 2025Q2: 5,390 shares; 2025Q3: 5,149 shares; 2025Q4: 5,151 shares 5,151 $297K 0.07% +2 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,773 shares; 2025Q1: 3,773 shares; 2025Q2: 6,009 shares; 2025Q3: 7,124 shares; 2025Q4: 7,797 shares 7,797 $296K 0.07% +673 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 334 shares 334 $294K 0.06% +1 Timeline PWB 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: restricted; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares 2,304 $293K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,968 shares; 2025Q3: 5,072 shares; 2025Q4: 5,073 shares 5,073 $292K 0.06% +1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $291K 0.06% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,508 shares; 2025Q3: 2,697 shares; 2025Q4: 2,923 shares 2,923 $289K 0.06% +226 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 2,999 shares; 2025Q4: 2,999 shares 2,999 $288K 0.06% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,843 shares; 2025Q1: 18,843 shares; 2025Q2: 28,111 shares; 2025Q3: 28,111 shares; 2025Q4: 29,111 shares 29,111 $284K 0.06% +1,000 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares 4,700 $284K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: 1,654 shares 1,654 $283K 0.06% +32 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: restricted; 2024Q4: 20,506 shares; 2025Q1: 20,506 shares; 2025Q2: 1,374 shares; 2025Q3: 980 shares; 2025Q4: 954 shares 954 $277K 0.06% -26 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 585 shares; 2025Q4: 603 shares 603 $273K 0.06% +18 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,148 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares 5,148 $272K 0.06% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $271K 0.06% 0 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: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,926 shares; 2025Q3: 3,025 shares; 2025Q4: 3,173 shares 3,173 $267K 0.06% +148 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: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,410 shares 1,410 $260K 0.06% +148 Timeline FELV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,453 shares 7,453 $258K 0.06% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares 1,202 $257K 0.06% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $257K 0.06% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 5,052 shares 5,052 $255K 0.06% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,461 shares 1,461 $254K 0.06% +1 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,122 shares; 2025Q1: 9,122 shares; 2025Q2: 9,122 shares; 2025Q3: 9,122 shares; 2025Q4: 9,122 shares 9,122 $253K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares 1,541 $251K 0.06% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: 3,232 shares; 2025Q4: 3,278 shares 3,278 $251K 0.06% +46 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750 $247K 0.05% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,858 shares; 2025Q1: 23,858 shares; 2025Q2: 46,715 shares; 2025Q3: 48,764 shares; 2025Q4: 49,458 shares 49,458 $247K 0.05% +694 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,831 shares; 2025Q4: 10,545 shares 10,545 $247K 0.05% +1,714 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares 1,615 $245K 0.05% 0 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: restricted; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,825 shares 2,825 $234K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $234K 0.05% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,365 shares; 2025Q1: 8,365 shares; 2025Q2: 6,564 shares; 2025Q3: 6,594 shares; 2025Q4: 3,461 shares 3,461 $232K 0.05% -3,133 Timeline CRTO CRITEO S A More: the full row for CRITEO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,250 shares; 2025Q4: 11,250 shares 11,250 $232K 0.05% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $232K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 783 shares 783 $230K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485 $230K 0.05% 0 Timeline ESGD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 2,305 shares; 2025Q4: 2,408 shares 2,408 $229K 0.05% +103 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 329 shares; 2025Q4: 346 shares 346 $229K 0.05% +17 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,236 shares; 2025Q3: 6,490 shares; 2025Q4: 5,579 shares 5,579 $227K 0.05% -911 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 550 shares; 2025Q3: 562 shares; 2025Q4: 577 shares 577 $226K 0.05% +15 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: restricted; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 1,515 shares 1,515 $226K 0.05% +90 Timeline SPXE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 3,023 shares; 2025Q4: 3,032 shares 3,032 $224K 0.05% +9 Timeline SYSB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,446 shares 2,446 $220K 0.05% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,451 shares; 2025Q1: 13,451 shares; 2025Q2: 13,451 shares; 2025Q3: 13,451 shares; 2025Q4: 13,451 shares 13,451 $217K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,120 shares 1,120 $215K 0.05% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,746 shares; 2025Q4: 2,689 shares 2,689 $213K 0.05% -57 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,469 shares 1,469 $211K 0.05% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 4,162 shares; 2025Q3: 4,167 shares; 2025Q4: 3,918 shares 3,918 $208K 0.05% -249 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,329 shares; 2025Q3: 9,393 shares; 2025Q4: 8,351 shares 8,351 $207K 0.05% -1,042 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,171 shares 3,171 $207K 0.05% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $207K 0.05% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,952 shares; 2025Q4: 4,013 shares 4,013 $207K 0.05% +61 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,647 shares; 2025Q1: 10,647 shares; 2025Q2: 10,647 shares; 2025Q3: 12,397 shares; 2025Q4: 12,397 shares 12,397 $204K 0.04% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,609 shares; 2025Q1: 3,609 shares; 2025Q2: 3,609 shares; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares 2,920 $204K 0.04% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $203K 0.04% 0 Timeline IGIB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,728 shares; 2025Q4: 3,728 shares 3,728 $201K 0.04% 0 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,490 shares; 2025Q1: 11,490 shares; 2025Q2: 11,745 shares; 2025Q3: 11,990 shares; 2025Q4: 12,480 shares 12,480 $199K 0.04% +490 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,924 shares; 2025Q1: 23,924 shares; 2025Q2: 23,924 shares; 2025Q3: 23,924 shares; 2025Q4: 23,924 shares 23,924 $187K 0.04% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,318 shares; 2025Q1: 12,318 shares; 2025Q2: 12,318 shares; 2025Q3: 12,318 shares; 2025Q4: 12,318 shares 12,318 $181K 0.04% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,084 shares; 2025Q4: 52,384 shares 52,384 $143K 0.03% -700 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,051 shares; 2025Q1: 24,051 shares; 2025Q2: 24,051 shares; 2025Q3: 24,051 shares; 2025Q4: 20,066 shares 20,066 $117K 0.03% -3,985 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,030 shares; 2025Q1: 20,030 shares; 2025Q2: 21,195 shares; 2025Q3: 21,241 shares; 2025Q4: 21,635 shares 21,635 $115K 0.03% +394 Timeline ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,767 shares; 2025Q1: 21,767 shares; 2025Q2: 21,767 shares; 2025Q3: 28,102 shares; 2025Q4: 28,102 shares 28,102 $108K 0.02% 0 SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,050 shares 11,050 $74.7K 0.02% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares 97 $6.71K <0.01% new Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares 20 $594 <0.01% new Timeline