SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628,775 shares; 2024Q4: 605,774 shares; 2025Q1: 834,875 shares; 2025Q2: 603,304 shares; 2025Q3: 599,397 shares; 2025Q4: 684,287 shares 684,287 $54.9M 4.48% +84,890 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: 69,217 shares; 2024Q4: 56,688 shares; 2025Q1: 53,040 shares; 2025Q2: 57,910 shares; 2025Q3: 57,748 shares; 2025Q4: 55,808 shares 55,808 $38.2M 3.12% -1,940 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: 204,053 shares; 2024Q4: 13,906 shares; 2025Q1: 165,863 shares; 2025Q2: 320,943 shares; 2025Q3: 266,619 shares; 2025Q4: 316,469 shares 316,469 $30.4M 2.48% +49,850 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: 65,633 shares; 2024Q4: 36,002 shares; 2025Q1: 44,870 shares; 2025Q2: 55,847 shares; 2025Q3: 50,180 shares; 2025Q4: 49,031 shares 49,031 $30.1M 2.46% -1,149 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: 266,190 shares; 2024Q4: 262,317 shares; 2025Q1: 266,823 shares; 2025Q2: 234,575 shares; 2025Q3: 265,615 shares; 2025Q4: 268,270 shares 268,270 $28.6M 2.34% +2,655 Timeline SPAB 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: 849,655 shares; 2024Q4: 872,180 shares; 2025Q1: 1,216,728 shares; 2025Q2: 1,097,517 shares; 2025Q3: 1,193,784 shares; 2025Q4: 986,054 shares 986,054 $25.4M 2.07% -207,730 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,844 shares; 2024Q4: 202,528 shares; 2025Q1: 186,036 shares; 2025Q2: 460,553 shares; 2025Q3: 444,941 shares; 2025Q4: 399,405 shares 399,405 $21.9M 1.78% -45,536 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: 106,255 shares; 2024Q4: 112,042 shares; 2025Q1: 122,900 shares; 2025Q2: 114,811 shares; 2025Q3: 115,692 shares; 2025Q4: 112,608 shares 112,608 $21M 1.71% -3,084 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,464 shares; 2025Q2: 588,185 shares; 2025Q3: 561,243 shares; 2025Q4: 605,866 shares 605,866 $20.3M 1.66% +44,623 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: 46,831 shares; 2024Q4: 59,332 shares; 2025Q1: 63,529 shares; 2025Q2: 68,391 shares; 2025Q3: 71,461 shares; 2025Q4: 70,151 shares 70,151 $19.1M 1.56% -1,310 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,420 shares; 2024Q4: 224,224 shares; 2025Q1: 216,162 shares; 2025Q2: 338,386 shares; 2025Q3: 348,005 shares; 2025Q4: 307,571 shares 307,571 $17.5M 1.43% -40,434 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: 27,473 shares; 2024Q4: 28,316 shares; 2025Q1: 29,546 shares; 2025Q2: 29,672 shares; 2025Q3: 30,838 shares; 2025Q4: 30,741 shares 30,741 $14.9M 1.21% -97 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,719 shares; 2024Q4: 277,779 shares; 2025Q1: 194,589 shares; 2025Q2: 123,211 shares; 2025Q3: 140,391 shares; 2025Q4: 293,949 shares 293,949 $14.7M 1.2% +153,558 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: 44,399 shares; 2024Q4: 44,251 shares; 2025Q1: 45,610 shares; 2025Q2: 54,166 shares; 2025Q3: 59,026 shares; 2025Q4: 62,889 shares 62,889 $14.5M 1.18% +3,863 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: 10,083 shares; 2024Q4: 12,020 shares; 2025Q1: 15,287 shares; 2025Q2: 15,836 shares; 2025Q3: 28,889 shares; 2025Q4: 35,740 shares 35,740 $14.2M 1.16% +6,851 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: 180,627 shares; 2024Q4: 281,842 shares; 2025Q1: 362,022 shares; 2025Q2: 127,678 shares; 2025Q3: 105,617 shares; 2025Q4: 109,758 shares 109,758 $13.5M 1.1% +4,141 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 39,240 shares; 2025Q4: 171,265 shares 171,265 $12.9M 1.05% +132,025 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: 55,828 shares; 2024Q4: 71,934 shares; 2025Q1: 75,391 shares; 2025Q2: 80,248 shares; 2025Q3: 75,641 shares; 2025Q4: 99,195 shares 99,195 $11.8M 0.97% +23,554 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,698 shares; 2025Q2: 77,501 shares; 2025Q3: 128,785 shares; 2025Q4: 160,312 shares 160,312 $11.2M 0.91% +31,527 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,972 shares; 2024Q4: 322,319 shares; 2025Q1: 277,248 shares; 2025Q2: 374,178 shares; 2025Q3: 438,306 shares; 2025Q4: 367,646 shares 367,646 $11.1M 0.9% -70,660 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,905 shares; 2024Q4: 131,080 shares; 2025Q1: 155,066 shares; 2025Q2: 165,377 shares; 2025Q3: 207,494 shares; 2025Q4: 211,871 shares 211,871 $9.72M 0.79% +4,377 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,125 shares; 2024Q4: 29,162 shares; 2025Q1: 30,287 shares; 2025Q2: 30,323 shares; 2025Q3: 27,786 shares; 2025Q4: 33,985 shares 33,985 $9.7M 0.79% +6,199 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: 8,080 shares; 2024Q4: 7,583 shares; 2025Q1: 7,443 shares; 2025Q2: 10,204 shares; 2025Q3: 12,260 shares; 2025Q4: 15,157 shares 15,157 $9.51M 0.78% +2,897 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: 12,961 shares; 2024Q4: 12,993 shares; 2025Q1: 13,707 shares; 2025Q2: 88,640 shares; 2025Q3: 112,268 shares; 2025Q4: 116,192 shares 116,192 $9.43M 0.77% +3,924 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,031 shares; 2025Q2: 17,488 shares; 2025Q3: 76,412 shares; 2025Q4: 90,106 shares 90,106 $9.23M 0.75% +13,694 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,395 shares; 2024Q4: 162,390 shares; 2025Q1: 155,882 shares; 2025Q2: 184,874 shares; 2025Q3: 212,200 shares; 2025Q4: 193,511 shares 193,511 $9.2M 0.75% -18,689 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: 17,300 shares; 2024Q4: 19,027 shares; 2025Q1: 18,220 shares; 2025Q2: 41,811 shares; 2025Q3: 49,604 shares; 2025Q4: 48,071 shares 48,071 $9.18M 0.75% -1,533 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 12,371 shares; 2025Q1: 13,440 shares; 2025Q2: 17,085 shares; 2025Q3: 19,778 shares; 2025Q4: 20,398 shares 20,398 $9.17M 0.75% +620 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,195 shares; 2024Q4: 195,711 shares; 2025Q1: 211,275 shares; 2025Q2: 187,181 shares; 2025Q3: 207,183 shares; 2025Q4: 217,909 shares 217,909 $9.12M 0.74% +10,726 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: 492,535 shares; 2024Q4: 456,672 shares; 2025Q1: 575,478 shares; 2025Q2: 434,605 shares; 2025Q3: 414,158 shares; 2025Q4: 393,318 shares 393,318 $9.06M 0.74% -20,840 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,828 shares; 2024Q4: 75,893 shares; 2025Q1: 31,440 shares; 2025Q2: 29,718 shares; 2025Q3: 31,250 shares; 2025Q4: 36,675 shares 36,675 $9.03M 0.74% +5,425 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,422 shares; 2024Q4: 76,555 shares; 2025Q1: 95,089 shares; 2025Q2: 97,927 shares; 2025Q3: 69,811 shares; 2025Q4: 82,357 shares 82,357 $8.27M 0.67% +12,546 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,014 shares; 2024Q4: 115,209 shares; 2025Q1: 131,932 shares; 2025Q2: 146,160 shares; 2025Q3: 159,260 shares; 2025Q4: 171,937 shares 171,937 $7.65M 0.62% +12,677 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: 128,304 shares; 2024Q4: 175,992 shares; 2025Q1: 178,878 shares; 2025Q2: 134,329 shares; 2025Q3: 130,559 shares; 2025Q4: 120,682 shares 120,682 $7.26M 0.59% -9,877 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: 12,893 shares; 2024Q4: 13,813 shares; 2025Q1: 11,698 shares; 2025Q2: 13,889 shares; 2025Q3: 16,515 shares; 2025Q4: 10,444 shares 10,444 $7.13M 0.58% -6,071 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,190 shares; 2025Q3: 116,006 shares; 2025Q4: 142,242 shares 142,242 $7.1M 0.58% +26,236 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: 7,221 shares; 2024Q4: 7,767 shares; 2025Q1: 14,383 shares; 2025Q2: 88,111 shares; 2025Q3: 94,492 shares; 2025Q4: 105,425 shares 105,425 $7.09M 0.58% +10,933 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: 31,878 shares; 2024Q4: 33,696 shares; 2025Q1: 32,937 shares; 2025Q2: 30,268 shares; 2025Q3: 30,335 shares; 2025Q4: 31,778 shares 31,778 $6.98M 0.57% +1,443 Timeline RSEE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,628 shares; 2024Q4: 304,301 shares; 2025Q1: 338,270 shares; 2025Q2: 250,162 shares; 2025Q3: 200,979 shares; 2025Q4: 197,314 shares 197,314 $6.76M 0.55% -3,665 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 18,020 shares; 2025Q4: 21,396 shares 21,396 $6.38M 0.52% +3,376 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,134 shares; 2024Q4: 104,275 shares; 2025Q1: 123,961 shares; 2025Q2: 121,033 shares; 2025Q3: 118,231 shares; 2025Q4: 121,346 shares 121,346 $6.14M 0.5% +3,115 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,008 shares; 2025Q3: 22,990 shares; 2025Q4: 29,193 shares 29,193 $6.06M 0.49% +6,203 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,837 shares; 2024Q4: 25,656 shares; 2025Q1: 29,843 shares; 2025Q2: 47,918 shares; 2025Q3: 64,655 shares; 2025Q4: 100,576 shares 100,576 $6.03M 0.49% +35,921 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: 5,210 shares; 2024Q4: 5,194 shares; 2025Q1: 5,737 shares; 2025Q2: 5,907 shares; 2025Q3: 6,685 shares; 2025Q4: 6,909 shares 6,909 $5.96M 0.49% +224 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: 3,633 shares; 2024Q4: 3,833 shares; 2025Q1: 4,616 shares; 2025Q2: 6,394 shares; 2025Q3: 7,626 shares; 2025Q4: 8,944 shares 8,944 $5.9M 0.48% +1,318 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,606 shares; 2024Q4: 87,903 shares; 2025Q1: 93,102 shares; 2025Q2: 91,084 shares; 2025Q3: 79,393 shares; 2025Q4: 76,228 shares 76,228 $5.72M 0.47% -3,165 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: 173,939 shares; 2024Q4: 174,286 shares; 2025Q1: 159,875 shares; 2025Q2: 149,603 shares; 2025Q3: 137,513 shares; 2025Q4: 120,885 shares 120,885 $5.57M 0.45% -16,628 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: 11,350 shares; 2024Q4: 11,544 shares; 2025Q1: 12,554 shares; 2025Q2: 12,979 shares; 2025Q3: 13,126 shares; 2025Q4: 15,971 shares 15,971 $5.35M 0.44% +2,845 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: 18,062 shares; 2024Q4: 19,459 shares; 2025Q1: 22,314 shares; 2025Q2: 16,077 shares; 2025Q3: 16,414 shares; 2025Q4: 16,889 shares 16,889 $5.29M 0.43% +475 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,620 shares; 2025Q3: 33,491 shares; 2025Q4: 39,434 shares 39,434 $5.26M 0.43% +5,943 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,146 shares; 2024Q4: 98,111 shares; 2025Q1: 111,232 shares; 2025Q2: 118,786 shares; 2025Q3: 120,459 shares; 2025Q4: 128,681 shares 128,681 $5.18M 0.42% +8,222 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,474 shares; 2024Q4: 97,661 shares; 2025Q1: 227,933 shares; 2025Q2: 63,014 shares; 2025Q3: 107,123 shares; 2025Q4: 55,999 shares 55,999 $5.12M 0.42% -51,124 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 26,706 shares; 2025Q1: 58,194 shares; 2025Q2: 61,174 shares; 2025Q3: 77,844 shares; 2025Q4: 80,938 shares 80,938 $5.06M 0.41% +3,094 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: 14,697 shares; 2024Q4: 13,099 shares; 2025Q1: 15,391 shares; 2025Q2: 15,691 shares; 2025Q3: 15,634 shares; 2025Q4: 15,554 shares 15,554 $5.01M 0.41% -80 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: 3,473 shares; 2024Q4: 4,798 shares; 2025Q1: 4,895 shares; 2025Q2: 4,644 shares; 2025Q3: 4,467 shares; 2025Q4: 4,545 shares 4,545 $4.88M 0.4% +78 Timeline MGC 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: 12,542 shares; 2024Q4: 10,563 shares; 2025Q1: 11,276 shares; 2025Q2: 11,402 shares; 2025Q3: 15,548 shares; 2025Q4: 19,256 shares 19,256 $4.84M 0.39% +3,708 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,622 shares; 2024Q4: 86,540 shares; 2025Q1: 100,496 shares; 2025Q2: 103,312 shares; 2025Q3: 107,230 shares; 2025Q4: 110,827 shares 110,827 $4.84M 0.39% +3,597 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: 4,359 shares; 2024Q4: 4,651 shares; 2025Q1: 9,598 shares; 2025Q2: 8,381 shares; 2025Q3: 10,102 shares; 2025Q4: 15,365 shares 15,365 $4.46M 0.36% +5,263 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,444 shares; 2025Q2: 163,460 shares; 2025Q3: 127,377 shares; 2025Q4: 105,019 shares 105,019 $4.36M 0.36% -22,358 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 34,866 shares; 2025Q1: 37,578 shares; 2025Q2: 39,587 shares; 2025Q3: 42,197 shares; 2025Q4: 46,853 shares 46,853 $4.19M 0.34% +4,656 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: 57,674 shares; 2024Q4: 6,580 shares; 2025Q1: 9,062 shares; 2025Q2: 85,200 shares; 2025Q3: 86,105 shares; 2025Q4: 82,985 shares 82,985 $4.15M 0.34% -3,120 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: 7,458 shares; 2024Q4: 10,494 shares; 2025Q1: 11,500 shares; 2025Q2: 11,403 shares; 2025Q3: 11,380 shares; 2025Q4: 11,697 shares 11,697 $4.1M 0.33% +317 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,820 shares 80,820 $4.07M 0.33% new 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: 16,891 shares; 2024Q4: 15,409 shares; 2025Q1: 17,548 shares; 2025Q2: 17,993 shares; 2025Q3: 15,224 shares; 2025Q4: 12,762 shares 12,762 $4M 0.33% -2,462 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: 21,702 shares; 2024Q4: 14,034 shares; 2025Q1: 16,663 shares; 2025Q2: 21,761 shares; 2025Q3: 31,713 shares; 2025Q4: 32,672 shares 32,672 $3.93M 0.32% +959 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,653 shares; 2024Q4: 182,389 shares; 2025Q1: 185,015 shares; 2025Q2: 191,504 shares; 2025Q3: 190,769 shares; 2025Q4: 193,377 shares 193,377 $3.91M 0.32% +2,608 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,758 shares 45,758 $3.82M 0.31% new 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: 12,055 shares; 2024Q4: 13,070 shares; 2025Q1: 14,581 shares; 2025Q2: 18,246 shares; 2025Q3: 19,424 shares; 2025Q4: 19,105 shares 19,105 $3.79M 0.31% -319 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: 65,753 shares; 2024Q4: 77,478 shares; 2025Q1: 91,375 shares; 2025Q2: 75,812 shares; 2025Q3: 80,058 shares; 2025Q4: 80,533 shares 80,533 $3.75M 0.31% +475 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 18,105 shares; 2025Q1: 22,073 shares; 2025Q2: 24,043 shares; 2025Q3: 32,748 shares; 2025Q4: 37,795 shares 37,795 $3.72M 0.3% +5,047 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,004 shares; 2024Q4: 71,709 shares; 2025Q1: 84,483 shares; 2025Q2: 89,959 shares; 2025Q3: 95,880 shares; 2025Q4: 104,846 shares 104,846 $3.7M 0.3% +8,966 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,037 shares; 2025Q2: 5,583 shares; 2025Q3: not reported; 2025Q4: 68,866 shares 68,866 $3.7M 0.3% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,841 shares; 2025Q1: 7,049 shares; 2025Q2: 7,098 shares; 2025Q3: 7,129 shares; 2025Q4: 7,535 shares 7,535 $3.68M 0.3% +406 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: 46,580 shares; 2024Q4: 47,478 shares; 2025Q1: 50,173 shares; 2025Q2: 55,733 shares; 2025Q3: 59,738 shares; 2025Q4: 65,598 shares 65,598 $3.6M 0.29% +5,860 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: 6,860 shares; 2024Q4: 7,698 shares; 2025Q1: 8,558 shares; 2025Q2: 8,366 shares; 2025Q3: 9,089 shares; 2025Q4: 10,064 shares 10,064 $3.48M 0.28% +975 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: 70,441 shares; 2024Q4: 83,053 shares; 2025Q1: 96,381 shares; 2025Q2: 97,882 shares; 2025Q3: 96,631 shares; 2025Q4: 68,512 shares 68,512 $3.47M 0.28% -28,119 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,748 shares; 2025Q1: 133,833 shares; 2025Q2: 131,140 shares; 2025Q3: 130,481 shares; 2025Q4: 132,617 shares 132,617 $3.45M 0.28% +2,136 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,473 shares; 2025Q2: 106,613 shares; 2025Q3: 77,737 shares; 2025Q4: 69,085 shares 69,085 $3.45M 0.28% -8,652 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: 53,337 shares; 2024Q4: 23,151 shares; 2025Q1: 27,817 shares; 2025Q2: 19,711 shares; 2025Q3: 19,488 shares; 2025Q4: 17,931 shares 17,931 $3.43M 0.28% -1,557 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,177 shares; 2025Q4: 21,897 shares 21,897 $3.4M 0.28% +3,720 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,465 shares; 2024Q4: 331,621 shares; 2025Q1: 334,813 shares; 2025Q2: 125,998 shares; 2025Q3: 121,958 shares; 2025Q4: 124,028 shares 124,028 $3.38M 0.28% +2,070 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,440 shares; 2025Q1: 20,015 shares; 2025Q2: 63,951 shares; 2025Q3: 63,168 shares; 2025Q4: 107,486 shares 107,486 $3.36M 0.27% +44,318 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 13,566 shares; 2025Q3: 38,480 shares; 2025Q4: 40,564 shares 40,564 $3.34M 0.27% +2,084 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132,981 shares; 2025Q1: 134,454 shares; 2025Q2: 141,380 shares; 2025Q3: 140,132 shares; 2025Q4: 142,477 shares 142,477 $3.31M 0.27% +2,345 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,770 shares; 2025Q2: 18,938 shares; 2025Q3: 18,919 shares; 2025Q4: 26,742 shares 26,742 $3.3M 0.27% +7,823 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: 41,851 shares; 2024Q4: 44,764 shares; 2025Q1: 44,668 shares; 2025Q2: 50,974 shares; 2025Q3: 53,710 shares; 2025Q4: 54,120 shares 54,120 $3.29M 0.27% +410 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,074 shares; 2024Q4: 13,884 shares; 2025Q1: 15,143 shares; 2025Q2: 19,453 shares; 2025Q3: 18,780 shares; 2025Q4: 18,483 shares 18,483 $3.29M 0.27% -297 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: 52,371 shares; 2024Q4: 54,090 shares; 2025Q1: 59,027 shares; 2025Q2: 65,247 shares; 2025Q3: 69,723 shares; 2025Q4: 64,267 shares 64,267 $3.27M 0.27% -5,456 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,170 shares; 2024Q4: 35,918 shares; 2025Q1: 30,640 shares; 2025Q2: 32,253 shares; 2025Q3: 33,270 shares; 2025Q4: 35,228 shares 35,228 $3.26M 0.27% +1,958 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 16,374 shares; 2025Q1: 12,627 shares; 2025Q2: 84,496 shares; 2025Q3: 74,302 shares; 2025Q4: 67,292 shares 67,292 $3.19M 0.26% -7,010 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,728 shares; 2025Q3: 71,143 shares; 2025Q4: 73,490 shares 73,490 $3.19M 0.26% +2,347 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: 22,817 shares; 2024Q4: 35,233 shares; 2025Q1: 38,732 shares; 2025Q2: 27,690 shares; 2025Q3: 36,035 shares; 2025Q4: 33,059 shares 33,059 $3.18M 0.26% -2,976 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,944 shares; 2025Q4: 66,015 shares 66,015 $3.17M 0.26% -8,929 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,533 shares; 2025Q1: 14,223 shares; 2025Q2: 82,782 shares; 2025Q3: 114,202 shares; 2025Q4: 148,540 shares 148,540 $3.16M 0.26% +34,338 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,132 shares; 2024Q4: 41,442 shares; 2025Q1: 65,315 shares; 2025Q2: 66,231 shares; 2025Q3: 67,274 shares; 2025Q4: 45,422 shares 45,422 $3.02M 0.25% -21,852 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,546 shares; 2024Q4: 61,045 shares; 2025Q1: 60,584 shares; 2025Q2: 59,183 shares; 2025Q3: 59,051 shares; 2025Q4: 58,372 shares 58,372 $2.99M 0.24% -679 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,215 shares; 2024Q4: 38,395 shares; 2025Q1: 38,047 shares; 2025Q2: 37,990 shares; 2025Q3: 37,071 shares; 2025Q4: 37,730 shares 37,730 $2.98M 0.24% +659 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: not reported; 2024Q4: 39,068 shares; 2025Q1: 41,762 shares; 2025Q2: 41,280 shares; 2025Q3: 43,277 shares; 2025Q4: 50,080 shares 50,080 $2.97M 0.24% +6,803 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,054 shares; 2024Q4: 21,811 shares; 2025Q1: 21,544 shares; 2025Q2: 21,565 shares; 2025Q3: 21,232 shares; 2025Q4: 20,500 shares 20,500 $2.91M 0.24% -732 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,664 shares; 2025Q1: 97,673 shares; 2025Q2: 94,767 shares; 2025Q3: 92,959 shares; 2025Q4: 85,401 shares 85,401 $2.81M 0.23% -7,558 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,868 shares; 2025Q3: 113,078 shares; 2025Q4: 111,801 shares 111,801 $2.8M 0.23% -1,277 Timeline BKLN 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: 58,425 shares; 2024Q4: 52,925 shares; 2025Q1: 77,849 shares; 2025Q2: 92,048 shares; 2025Q3: 148,902 shares; 2025Q4: 132,160 shares 132,160 $2.78M 0.23% -16,742 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: 6,878 shares; 2024Q4: 82,826 shares; 2025Q1: 10,313 shares; 2025Q2: 11,924 shares; 2025Q3: 12,036 shares; 2025Q4: 12,798 shares 12,798 $2.71M 0.22% +762 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,836 shares 30,836 $2.69M 0.22% new 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: 30,711 shares; 2024Q4: 35,571 shares; 2025Q1: 30,707 shares; 2025Q2: 32,011 shares; 2025Q3: 37,049 shares; 2025Q4: 37,374 shares 37,374 $2.67M 0.22% +325 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,014 shares; 2024Q4: 26,925 shares; 2025Q1: 39,327 shares; 2025Q2: 45,009 shares; 2025Q3: 73,979 shares; 2025Q4: 63,396 shares 63,396 $2.62M 0.21% -10,583 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,669 shares; 2025Q1: 95,644 shares; 2025Q2: 116,897 shares; 2025Q3: 45,438 shares; 2025Q4: 45,586 shares 45,586 $2.58M 0.21% +148 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: 4,395 shares; 2024Q4: 5,410 shares; 2025Q1: 6,045 shares; 2025Q2: 6,327 shares; 2025Q3: 6,282 shares; 2025Q4: 7,385 shares 7,385 $2.54M 0.21% +1,103 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: 17,802 shares; 2024Q4: 17,719 shares; 2025Q1: 19,057 shares; 2025Q2: 20,256 shares; 2025Q3: 16,408 shares; 2025Q4: 16,535 shares 16,535 $2.52M 0.21% +127 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,526 shares; 2025Q3: 36,557 shares; 2025Q4: 38,900 shares 38,900 $2.51M 0.2% +2,343 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,871 shares 34,871 $2.5M 0.2% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: not reported; 2025Q1: 9,278 shares; 2025Q2: 41,701 shares; 2025Q3: 69,582 shares; 2025Q4: 76,739 shares 76,739 $2.5M 0.2% +7,157 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,182 shares; 2024Q4: 34,196 shares; 2025Q1: 31,136 shares; 2025Q2: 21,797 shares; 2025Q3: 22,129 shares; 2025Q4: 72,246 shares 72,246 $2.48M 0.2% +50,117 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: 5,484 shares; 2024Q4: 5,534 shares; 2025Q1: 9,197 shares; 2025Q2: 16,782 shares; 2025Q3: 35,655 shares; 2025Q4: 37,177 shares 37,177 $2.45M 0.2% +1,522 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,162 shares; 2024Q4: 28,524 shares; 2025Q1: 33,568 shares; 2025Q2: 48,377 shares; 2025Q3: 46,738 shares; 2025Q4: 49,091 shares 49,091 $2.41M 0.2% +2,353 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,834 shares; 2024Q4: 28,898 shares; 2025Q1: 27,971 shares; 2025Q2: 10,594 shares; 2025Q3: 10,671 shares; 2025Q4: 9,511 shares 9,511 $2.41M 0.2% -1,160 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: 79,808 shares; 2024Q4: 86,884 shares; 2025Q1: 21,228 shares; 2025Q2: 21,828 shares; 2025Q3: 22,266 shares; 2025Q4: 20,870 shares 20,870 $2.38M 0.19% -1,396 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,159 shares; 2025Q4: 53,147 shares 53,147 $2.36M 0.19% +20,988 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: not reported; 2025Q4: 35,842 shares 35,842 $2.32M 0.19% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 8,737 shares; 2025Q1: 8,375 shares; 2025Q2: 8,495 shares; 2025Q3: 8,576 shares; 2025Q4: 8,575 shares 8,575 $2.31M 0.19% -1 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: 34,296 shares; 2024Q4: 12,658 shares; 2025Q1: 8,613 shares; 2025Q2: 8,960 shares; 2025Q3: 11,842 shares; 2025Q4: 11,342 shares 11,342 $2.26M 0.18% -500 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: 759 shares; 2024Q4: 1,406 shares; 2025Q1: 1,783 shares; 2025Q2: 2,026 shares; 2025Q3: 2,017 shares; 2025Q4: 24,041 shares 24,041 $2.25M 0.18% +22,024 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,808 shares; 2025Q2: 32,557 shares; 2025Q3: 35,056 shares; 2025Q4: 59,130 shares 59,130 $2.25M 0.18% +24,074 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,384 shares; 2024Q4: 24,435 shares; 2025Q1: not reported; 2025Q2: 19,410 shares; 2025Q3: 19,945 shares; 2025Q4: 38,612 shares 38,612 $2.24M 0.18% +18,667 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,917 shares; 2025Q4: 68,283 shares 68,283 $2.22M 0.18% +27,366 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,348 shares; 2025Q3: 59,835 shares; 2025Q4: 69,299 shares 69,299 $2.21M 0.18% +9,464 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,396 shares 46,396 $2.21M 0.18% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 61,130 shares; 2025Q3: 53,235 shares; 2025Q4: 52,960 shares 52,960 $2.19M 0.18% -275 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,534 shares 32,534 $2.13M 0.17% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 14,374 shares; 2025Q1: 15,052 shares; 2025Q2: 9,989 shares; 2025Q3: 8,685 shares; 2025Q4: 9,608 shares 9,608 $2.09M 0.17% +923 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,998 shares; 2025Q3: 47,464 shares; 2025Q4: 37,290 shares 37,290 $2.07M 0.17% -10,174 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: 2,342 shares; 2024Q4: 2,540 shares; 2025Q1: 3,061 shares; 2025Q2: 4,085 shares; 2025Q3: 4,150 shares; 2025Q4: 4,062 shares 4,062 $2.04M 0.17% -88 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,441 shares; 2024Q4: 24,237 shares; 2025Q1: 24,348 shares; 2025Q2: 25,508 shares; 2025Q3: 26,927 shares; 2025Q4: 24,011 shares 24,011 $2.02M 0.17% -2,916 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,627 shares; 2025Q2: 10,051 shares; 2025Q3: 10,432 shares; 2025Q4: 19,513 shares 19,513 $1.99M 0.16% +9,081 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: 8,171 shares; 2024Q4: 8,934 shares; 2025Q1: 16,277 shares; 2025Q2: 13,817 shares; 2025Q3: 9,601 shares; 2025Q4: 9,271 shares 9,271 $1.99M 0.16% -330 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: 6,106 shares; 2024Q4: 7,641 shares; 2025Q1: 9,493 shares; 2025Q2: 9,681 shares; 2025Q3: 9,360 shares; 2025Q4: 9,585 shares 9,585 $1.98M 0.16% +225 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 14,900 shares; 2025Q1: 18,966 shares; 2025Q2: 19,398 shares; 2025Q3: 28,351 shares; 2025Q4: 24,594 shares 24,594 $1.98M 0.16% -3,757 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 5,927 shares; 2025Q1: 8,367 shares; 2025Q2: 10,252 shares; 2025Q3: 11,316 shares; 2025Q4: 12,919 shares 12,919 $1.98M 0.16% +1,603 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: 45,727 shares; 2024Q4: 37,552 shares; 2025Q1: 37,276 shares; 2025Q2: 35,333 shares; 2025Q3: 39,877 shares; 2025Q4: 34,350 shares 34,350 $1.97M 0.16% -5,527 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: 1,505 shares; 2024Q4: 3,416 shares; 2025Q1: 3,398 shares; 2025Q2: 3,394 shares; 2025Q3: 3,406 shares; 2025Q4: 3,433 shares 3,433 $1.96M 0.16% +27 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,239 shares; 2024Q4: 36,188 shares; 2025Q1: 26,764 shares; 2025Q2: 21,784 shares; 2025Q3: 21,418 shares; 2025Q4: 21,913 shares 21,913 $1.91M 0.16% +495 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: 34,047 shares; 2024Q4: 38,109 shares; 2025Q1: 44,324 shares; 2025Q2: 50,230 shares; 2025Q3: 47,530 shares; 2025Q4: 45,851 shares 45,851 $1.87M 0.15% -1,679 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,702 shares; 2025Q1: 13,201 shares; 2025Q2: 14,623 shares; 2025Q3: 14,901 shares; 2025Q4: 15,106 shares 15,106 $1.85M 0.15% +205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares; 2025Q4: 8,576 shares 8,576 $1.84M 0.15% +2,959 Timeline XMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,247 shares; 2025Q3: 52,956 shares; 2025Q4: 52,680 shares 52,680 $1.84M 0.15% -276 Timeline ARGT 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: 8,109 shares; 2024Q4: 13,795 shares; 2025Q1: 16,848 shares; 2025Q2: 19,453 shares; 2025Q3: 20,534 shares; 2025Q4: 20,016 shares 20,016 $1.83M 0.15% -518 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,279 shares; 2024Q4: 63,870 shares; 2025Q1: 84,553 shares; 2025Q2: 44,781 shares; 2025Q3: 50,792 shares; 2025Q4: 53,615 shares 53,615 $1.81M 0.15% +2,823 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: 11,631 shares; 2024Q4: 11,624 shares; 2025Q1: 28,069 shares; 2025Q2: 27,976 shares; 2025Q3: 32,466 shares; 2025Q4: 36,608 shares 36,608 $1.81M 0.15% +4,142 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,214 shares; 2025Q3: 80,744 shares; 2025Q4: 80,280 shares 80,280 $1.79M 0.15% -464 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: 11,552 shares; 2024Q4: 16,181 shares; 2025Q1: 19,222 shares; 2025Q2: 20,680 shares; 2025Q3: 20,902 shares; 2025Q4: 22,239 shares 22,239 $1.79M 0.15% +1,337 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,157 shares; 2025Q3: 68,833 shares; 2025Q4: 68,443 shares 68,443 $1.76M 0.14% -390 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: 23,737 shares; 2024Q4: 25,959 shares; 2025Q1: 27,130 shares; 2025Q2: 23,884 shares; 2025Q3: 23,951 shares; 2025Q4: 24,748 shares 24,748 $1.72M 0.14% +797 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,850 shares; 2024Q4: 23,831 shares; 2025Q1: 23,588 shares; 2025Q2: 23,447 shares; 2025Q3: 23,416 shares; 2025Q4: 23,462 shares 23,462 $1.68M 0.14% +46 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,291 shares; 2024Q4: 45,373 shares; 2025Q1: 45,999 shares; 2025Q2: 44,381 shares; 2025Q3: 43,995 shares; 2025Q4: 43,952 shares 43,952 $1.67M 0.14% -43 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,396 shares; 2025Q3: 10,574 shares; 2025Q4: 11,998 shares 11,998 $1.66M 0.14% +1,424 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: 4,860 shares; 2024Q4: 10,308 shares; 2025Q1: 12,912 shares; 2025Q2: 13,464 shares; 2025Q3: 18,730 shares; 2025Q4: 28,070 shares 28,070 $1.63M 0.13% +9,340 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,758 shares; 2025Q1: 11,708 shares; 2025Q2: 11,649 shares; 2025Q3: 11,501 shares; 2025Q4: 12,869 shares 12,869 $1.63M 0.13% +1,368 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,252 shares; 2024Q4: 50,203 shares; 2025Q1: 51,652 shares; 2025Q2: 53,532 shares; 2025Q3: 53,441 shares; 2025Q4: 53,293 shares 53,293 $1.63M 0.13% -148 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 13,676 shares; 2025Q2: 15,219 shares; 2025Q3: 15,086 shares; 2025Q4: 17,489 shares 17,489 $1.62M 0.13% +2,403 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,268 shares; 2025Q1: 6,255 shares; 2025Q2: 5,962 shares; 2025Q3: 6,006 shares; 2025Q4: 6,235 shares 6,235 $1.61M 0.13% +229 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,046 shares; 2025Q3: 61,729 shares; 2025Q4: 61,102 shares 61,102 $1.6M 0.13% -627 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,206 shares; 2025Q2: 78,383 shares; 2025Q3: 59,638 shares; 2025Q4: 63,788 shares 63,788 $1.56M 0.13% +4,150 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,213 shares; 2024Q4: 122,577 shares; 2025Q1: 43,727 shares; 2025Q2: 36,941 shares; 2025Q3: not reported; 2025Q4: 18,446 shares 18,446 $1.56M 0.13% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,988 shares; 2025Q1: 3,405 shares; 2025Q2: 3,319 shares; 2025Q3: 3,079 shares; 2025Q4: 3,328 shares 3,328 $1.56M 0.13% +249 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,314 shares; 2024Q4: 22,365 shares; 2025Q1: 18,773 shares; 2025Q2: 16,204 shares; 2025Q3: 16,839 shares; 2025Q4: 17,366 shares 17,366 $1.55M 0.13% +527 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: 6,320 shares; 2024Q4: 6,531 shares; 2025Q1: 6,728 shares; 2025Q2: 6,933 shares; 2025Q3: 6,937 shares; 2025Q4: 7,028 shares 7,028 $1.54M 0.13% +91 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 7,720 shares; 2025Q1: 8,991 shares; 2025Q2: 14,805 shares; 2025Q3: 15,926 shares; 2025Q4: 15,512 shares 15,512 $1.54M 0.13% -414 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,272 shares; 2024Q4: 7,914 shares; 2025Q1: 9,463 shares; 2025Q2: 8,471 shares; 2025Q3: 8,361 shares; 2025Q4: 8,541 shares 8,541 $1.51M 0.12% +180 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,669 shares; 2025Q2: 8,402 shares; 2025Q3: 17,265 shares; 2025Q4: 19,593 shares 19,593 $1.51M 0.12% +2,328 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 2,796 shares; 2025Q1: 3,462 shares; 2025Q2: 3,552 shares; 2025Q3: 3,444 shares; 2025Q4: 3,571 shares 3,571 $1.51M 0.12% +127 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 27,476 shares; 2025Q1: 19,274 shares; 2025Q2: 17,859 shares; 2025Q3: 18,259 shares; 2025Q4: 36,559 shares 36,559 $1.51M 0.12% +18,300 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,162 shares; 2024Q4: 57,710 shares; 2025Q1: 57,478 shares; 2025Q2: 56,039 shares; 2025Q3: 56,548 shares; 2025Q4: 55,793 shares 55,793 $1.5M 0.12% -755 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,153 shares; 2025Q2: 22,014 shares; 2025Q3: 23,821 shares; 2025Q4: 42,984 shares 42,984 $1.48M 0.12% +19,163 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,613 shares; 2025Q1: 14,354 shares; 2025Q2: 14,790 shares; 2025Q3: 14,295 shares; 2025Q4: 13,994 shares 13,994 $1.45M 0.12% -301 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: 9,798 shares; 2024Q4: 9,801 shares; 2025Q1: 9,369 shares; 2025Q2: 9,235 shares; 2025Q3: 8,992 shares; 2025Q4: 8,987 shares 8,987 $1.44M 0.12% -5 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: 3,223 shares; 2024Q4: 37,264 shares; 2025Q1: 70,619 shares; 2025Q2: 10,351 shares; 2025Q3: 2,731 shares; 2025Q4: 2,984 shares 2,984 $1.43M 0.12% +253 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,405 shares; 2025Q3: 41,092 shares; 2025Q4: 41,435 shares 41,435 $1.43M 0.12% +343 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: 12,761 shares; 2024Q4: 37,095 shares; 2025Q1: 46,627 shares; 2025Q2: 46,195 shares; 2025Q3: 46,936 shares; 2025Q4: 52,037 shares 52,037 $1.43M 0.12% +5,101 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,685 shares; 2025Q3: 26,760 shares; 2025Q4: 26,538 shares 26,538 $1.42M 0.12% -222 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: 1,544 shares; 2024Q4: 1,584 shares; 2025Q1: 1,737 shares; 2025Q2: 2,260 shares; 2025Q3: 5,067 shares; 2025Q4: 4,262 shares 4,262 $1.41M 0.11% -805 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: 3,700 shares; 2024Q4: 5,304 shares; 2025Q1: 7,228 shares; 2025Q2: 7,871 shares; 2025Q3: 8,254 shares; 2025Q4: 9,658 shares 9,658 $1.39M 0.11% +1,404 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: 6,074 shares; 2024Q4: 6,360 shares; 2025Q1: 5,952 shares; 2025Q2: 5,761 shares; 2025Q3: 5,546 shares; 2025Q4: 5,534 shares 5,534 $1.39M 0.11% -12 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: 22,912 shares; 2024Q4: 24,304 shares; 2025Q1: 25,175 shares; 2025Q2: 25,106 shares; 2025Q3: 23,357 shares; 2025Q4: 23,826 shares 23,826 $1.37M 0.11% +469 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: 6,914 shares; 2024Q4: 15,455 shares; 2025Q1: 17,081 shares; 2025Q2: 15,213 shares; 2025Q3: 15,826 shares; 2025Q4: 32,149 shares 32,149 $1.37M 0.11% +16,323 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: 12,319 shares; 2024Q4: 12,475 shares; 2025Q1: 12,653 shares; 2025Q2: 12,743 shares; 2025Q3: 12,633 shares; 2025Q4: 12,113 shares 12,113 $1.35M 0.11% -520 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,348 shares; 2024Q4: 125,022 shares; 2025Q1: 128,589 shares; 2025Q2: 132,937 shares; 2025Q3: 131,357 shares; 2025Q4: 135,906 shares 135,906 $1.35M 0.11% +4,549 Timeline GHYG 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: 26,013 shares; 2024Q4: 26,869 shares; 2025Q1: 28,078 shares; 2025Q2: 26,298 shares; 2025Q3: 27,934 shares; 2025Q4: 29,056 shares 29,056 $1.34M 0.11% +1,122 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 11,419 shares; 2025Q1: 27,833 shares; 2025Q2: 28,224 shares; 2025Q3: 28,184 shares; 2025Q4: 34,860 shares 34,860 $1.34M 0.11% +6,676 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: 1,963 shares; 2024Q4: 2,259 shares; 2025Q1: 2,359 shares; 2025Q2: 3,515 shares; 2025Q3: 4,033 shares; 2025Q4: 4,318 shares 4,318 $1.33M 0.11% +285 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,553 shares; 2025Q1: 35,982 shares; 2025Q2: 36,744 shares; 2025Q3: 36,519 shares; 2025Q4: 38,650 shares 38,650 $1.32M 0.11% +2,131 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: 9,549 shares; 2024Q4: 9,952 shares; 2025Q1: 11,754 shares; 2025Q2: 13,807 shares; 2025Q3: 10,783 shares; 2025Q4: 10,935 shares 10,935 $1.32M 0.11% +152 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,016 shares; 2024Q4: 7,170 shares; 2025Q1: 7,515 shares; 2025Q2: 35,084 shares; 2025Q3: 45,170 shares; 2025Q4: 39,685 shares 39,685 $1.31M 0.11% -5,485 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,414 shares; 2024Q4: 14,661 shares; 2025Q1: 16,489 shares; 2025Q2: 18,086 shares; 2025Q3: 20,866 shares; 2025Q4: 21,774 shares 21,774 $1.29M 0.11% +908 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,312 shares; 2025Q2: 5,596 shares; 2025Q3: 6,509 shares; 2025Q4: 6,614 shares 6,614 $1.29M 0.11% +105 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,511 shares; 2025Q1: 6,797 shares; 2025Q2: 10,052 shares; 2025Q3: 13,092 shares; 2025Q4: 13,835 shares 13,835 $1.29M 0.11% +743 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: 3,367 shares; 2024Q4: 3,904 shares; 2025Q1: 4,384 shares; 2025Q2: 4,374 shares; 2025Q3: 4,298 shares; 2025Q4: 5,511 shares 5,511 $1.26M 0.1% +1,213 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 2,753 shares; 2025Q1: 3,130 shares; 2025Q2: 3,292 shares; 2025Q3: 3,694 shares; 2025Q4: 3,947 shares 3,947 $1.26M 0.1% +253 Timeline FXL 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: 9,010 shares; 2024Q4: 8,640 shares; 2025Q1: 8,342 shares; 2025Q2: 7,624 shares; 2025Q3: 7,541 shares; 2025Q4: 7,448 shares 7,448 $1.25M 0.1% -93 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,199 shares 50,199 $1.24M 0.1% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,631 shares; 2024Q4: 23,117 shares; 2025Q1: 23,562 shares; 2025Q2: 26,806 shares; 2025Q3: 26,108 shares; 2025Q4: 27,180 shares 27,180 $1.24M 0.1% +1,072 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,442 shares; 2024Q4: 29,246 shares; 2025Q1: 26,660 shares; 2025Q2: 25,217 shares; 2025Q3: 34,482 shares; 2025Q4: 26,456 shares 26,456 $1.24M 0.1% -8,026 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: 17,032 shares; 2024Q4: 14,052 shares; 2025Q1: 14,001 shares; 2025Q2: 13,245 shares; 2025Q3: 8,349 shares; 2025Q4: 8,263 shares 8,263 $1.23M 0.1% -86 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,079 shares; 2025Q2: 13,369 shares; 2025Q3: 13,369 shares; 2025Q4: 16,990 shares 16,990 $1.22M 0.1% +3,621 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: 6,621 shares; 2024Q4: 5,942 shares; 2025Q1: 5,589 shares; 2025Q2: 2,910 shares; 2025Q3: 2,776 shares; 2025Q4: 2,558 shares 2,558 $1.21M 0.1% -218 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,774 shares; 2025Q1: 12,022 shares; 2025Q2: 18,321 shares; 2025Q3: 22,624 shares; 2025Q4: 23,746 shares 23,746 $1.18M 0.1% +1,122 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,463 shares; 2025Q2: 13,148 shares; 2025Q3: 13,545 shares; 2025Q4: 13,657 shares 13,657 $1.17M 0.1% +112 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: 72,151 shares; 2024Q4: 71,709 shares; 2025Q1: 63,717 shares; 2025Q2: 56,291 shares; 2025Q3: 52,372 shares; 2025Q4: 46,883 shares 46,883 $1.16M 0.1% -5,489 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 18,165 shares; 2025Q1: 16,444 shares; 2025Q2: 16,806 shares; 2025Q3: 13,640 shares; 2025Q4: 7,494 shares 7,494 $1.16M 0.09% -6,146 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,173 shares; 2025Q2: 31,094 shares; 2025Q3: 60,011 shares; 2025Q4: 60,034 shares 60,034 $1.15M 0.09% +23 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,107 shares; 2024Q4: 39,191 shares; 2025Q1: 38,786 shares; 2025Q2: 34,538 shares; 2025Q3: 27,318 shares; 2025Q4: 22,454 shares 22,454 $1.15M 0.09% -4,864 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,738 shares; 2025Q1: 9,664 shares; 2025Q2: 10,043 shares; 2025Q3: 10,498 shares; 2025Q4: 17,880 shares 17,880 $1.14M 0.09% +7,382 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,384 shares; 2025Q2: 7,281 shares; 2025Q3: 6,293 shares; 2025Q4: 22,561 shares 22,561 $1.13M 0.09% +16,268 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 977 shares; 2025Q1: 1,122 shares; 2025Q2: 1,258 shares; 2025Q3: 1,253 shares; 2025Q4: 1,290 shares 1,290 $1.13M 0.09% +37 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 5,619 shares; 2025Q1: 4,231 shares; 2025Q2: 6,144 shares; 2025Q3: 3,957 shares; 2025Q4: 4,401 shares 4,401 $1.13M 0.09% +444 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 8,005 shares; 2025Q1: 7,865 shares; 2025Q2: 7,620 shares; 2025Q3: 15,486 shares; 2025Q4: 15,932 shares 15,932 $1.12M 0.09% +446 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,326 shares; 2025Q1: 24,423 shares; 2025Q2: 26,540 shares; 2025Q3: 26,431 shares; 2025Q4: 25,272 shares 25,272 $1.12M 0.09% -1,159 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,214 shares; 2025Q1: 21,474 shares; 2025Q2: 18,846 shares; 2025Q3: 18,756 shares; 2025Q4: 19,034 shares 19,034 $1.11M 0.09% +278 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 44,094 shares; 2025Q1: 50,758 shares; 2025Q2: 44,169 shares; 2025Q3: 17,520 shares; 2025Q4: 10,060 shares 10,060 $1.11M 0.09% -7,460 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,463 shares; 2024Q4: 13,619 shares; 2025Q1: 13,580 shares; 2025Q2: 12,054 shares; 2025Q3: 13,093 shares; 2025Q4: 15,864 shares 15,864 $1.1M 0.09% +2,771 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,570 shares; 2025Q3: 29,252 shares; 2025Q4: 25,834 shares 25,834 $1.08M 0.09% -3,418 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,807 shares; 2025Q1: 5,859 shares; 2025Q2: 13,115 shares; 2025Q3: 14,889 shares; 2025Q4: 14,618 shares 14,618 $1.07M 0.09% -271 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,549 shares; 2025Q1: 25,944 shares; 2025Q2: 21,879 shares; 2025Q3: 21,772 shares; 2025Q4: 22,220 shares 22,220 $1.07M 0.09% +448 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 2,104 shares; 2025Q1: 2,368 shares; 2025Q2: 2,275 shares; 2025Q3: 1,878 shares; 2025Q4: 1,847 shares 1,847 $1.07M 0.09% -31 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: 7,215 shares; 2024Q4: 6,260 shares; 2025Q1: 6,060 shares; 2025Q2: 6,467 shares; 2025Q3: 6,278 shares; 2025Q4: 6,643 shares 6,643 $1.07M 0.09% +365 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 16,689 shares; 2025Q1: 15,244 shares; 2025Q2: 15,805 shares; 2025Q3: 15,467 shares; 2025Q4: 14,686 shares 14,686 $1.07M 0.09% -781 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 9,657 shares; 2025Q1: 9,679 shares; 2025Q2: 9,870 shares; 2025Q3: 9,722 shares; 2025Q4: 9,745 shares 9,745 $1.06M 0.09% +23 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 2,240 shares 2,240 $1.05M 0.09% +1,153 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,124 shares; 2024Q4: 4,219 shares; 2025Q1: 2,414 shares; 2025Q2: 2,518 shares; 2025Q3: 2,695 shares; 2025Q4: 2,893 shares 2,893 $1.04M 0.09% +198 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,679 shares; 2025Q3: 6,079 shares; 2025Q4: 20,179 shares 20,179 $1.04M 0.08% +14,100 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,123 shares; 2025Q1: 18,662 shares; 2025Q2: 16,962 shares; 2025Q3: 17,321 shares; 2025Q4: 17,338 shares 17,338 $1.03M 0.08% +17 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,903 shares; 2025Q1: 58,548 shares; 2025Q2: 16,506 shares; 2025Q3: 18,393 shares; 2025Q4: 32,273 shares 32,273 $1.03M 0.08% +13,880 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,162 shares 3,162 $1.02M 0.08% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 5,263 shares; 2025Q1: 6,566 shares; 2025Q2: 7,546 shares; 2025Q3: 8,714 shares; 2025Q4: 9,607 shares 9,607 $1.01M 0.08% +893 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,550 shares; 2024Q4: 33,900 shares; 2025Q1: 33,495 shares; 2025Q2: 33,365 shares; 2025Q3: 32,790 shares; 2025Q4: 31,885 shares 31,885 $1.01M 0.08% -905 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: 23,012 shares; 2024Q4: 28,144 shares; 2025Q1: 28,652 shares; 2025Q2: 22,268 shares; 2025Q3: 20,987 shares; 2025Q4: 21,023 shares 21,023 $1.01M 0.08% +36 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,266 shares; 2025Q1: 2,448 shares; 2025Q2: 3,270 shares; 2025Q3: 3,591 shares; 2025Q4: 2,871 shares 2,871 $1M 0.08% -720 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: 22,172 shares; 2024Q4: 20,030 shares; 2025Q1: 12,645 shares; 2025Q2: 10,319 shares; 2025Q3: 11,292 shares; 2025Q4: 13,470 shares 13,470 $998K 0.08% +2,178 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,716 shares 35,716 $989K 0.08% new Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 5,174 shares; 2025Q4: 5,969 shares 5,969 $983K 0.08% +795 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,078 shares; 2024Q4: 15,564 shares; 2025Q1: 15,564 shares; 2025Q2: 15,442 shares; 2025Q3: 15,442 shares; 2025Q4: 15,442 shares 15,442 $981K 0.08% 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: 1,239 shares; 2024Q4: 1,139 shares; 2025Q1: 1,269 shares; 2025Q2: 1,236 shares; 2025Q3: 1,510 shares; 2025Q4: 1,688 shares 1,688 $967K 0.08% +178 Timeline PTNQ 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: 12,018 shares; 2024Q4: 29,009 shares; 2025Q1: 30,598 shares; 2025Q2: 12,169 shares; 2025Q3: 12,164 shares; 2025Q4: 12,179 shares 12,179 $958K 0.08% +15 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 5,001 shares; 2025Q1: 5,279 shares; 2025Q2: 6,573 shares; 2025Q3: 6,345 shares; 2025Q4: 6,176 shares 6,176 $952K 0.08% -169 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: 7,741 shares; 2024Q4: 7,547 shares; 2025Q1: 7,486 shares; 2025Q2: 7,930 shares; 2025Q3: 8,417 shares; 2025Q4: 8,352 shares 8,352 $951K 0.08% -65 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,581 shares; 2024Q4: 20,980 shares; 2025Q1: 21,494 shares; 2025Q2: 20,937 shares; 2025Q3: 23,559 shares; 2025Q4: 24,150 shares 24,150 $950K 0.08% +591 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: 5,294 shares; 2024Q4: 5,664 shares; 2025Q1: 6,973 shares; 2025Q2: 7,998 shares; 2025Q3: 7,327 shares; 2025Q4: 6,626 shares 6,626 $950K 0.08% -701 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,382 shares; 2025Q4: 11,308 shares 11,308 $947K 0.08% -74 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: 11,869 shares; 2024Q4: 11,347 shares; 2025Q1: 6,233 shares; 2025Q2: 9,460 shares; 2025Q3: 9,397 shares; 2025Q4: 11,413 shares 11,413 $945K 0.08% +2,016 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: 416 shares; 2024Q4: 1,041 shares; 2025Q1: 1,738 shares; 2025Q2: 1,891 shares; 2025Q3: 1,228 shares; 2025Q4: 882 shares 882 $944K 0.08% -346 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,014 shares; 2025Q1: 13,024 shares; 2025Q2: 7,375 shares; 2025Q3: 7,996 shares; 2025Q4: 5,508 shares 5,508 $943K 0.08% -2,488 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: 1,551 shares; 2024Q4: 1,582 shares; 2025Q1: 1,572 shares; 2025Q2: 1,655 shares; 2025Q3: 2,462 shares; 2025Q4: 1,664 shares 1,664 $942K 0.08% -798 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,562 shares; 2024Q4: 15,206 shares; 2025Q1: 14,910 shares; 2025Q2: 14,590 shares; 2025Q3: 14,548 shares; 2025Q4: 14,626 shares 14,626 $920K 0.08% +78 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,963 shares; 2024Q4: 38,586 shares; 2025Q1: 29,207 shares; 2025Q2: 20,768 shares; 2025Q3: 19,250 shares; 2025Q4: 19,250 shares 19,250 $920K 0.08% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,681 shares; 2025Q4: 10,681 shares 10,681 $914K 0.07% 0 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,450 shares 74,450 $913K 0.07% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,721 shares; 2024Q4: 17,721 shares; 2025Q1: 14,556 shares; 2025Q2: 16,751 shares; 2025Q3: 17,564 shares; 2025Q4: 27,540 shares 27,540 $911K 0.07% +9,976 Timeline XMLV 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: 20,345 shares; 2024Q4: 21,733 shares; 2025Q1: 20,864 shares; 2025Q2: 16,795 shares; 2025Q3: 15,787 shares; 2025Q4: 14,419 shares 14,419 $899K 0.07% -1,368 Timeline QBF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,748 shares; 2025Q3: 39,345 shares; 2025Q4: 41,899 shares 41,899 $897K 0.07% +2,554 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,610 shares; 2025Q1: 28,020 shares; 2025Q2: 32,391 shares; 2025Q3: 29,826 shares; 2025Q4: 27,491 shares 27,491 $894K 0.07% -2,335 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,917 shares; 2025Q1: 3,376 shares; 2025Q2: 3,359 shares; 2025Q3: 2,709 shares; 2025Q4: 2,541 shares 2,541 $893K 0.07% -168 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: 3,194 shares; 2024Q4: 4,242 shares; 2025Q1: 5,229 shares; 2025Q2: 11,185 shares; 2025Q3: 11,554 shares; 2025Q4: 12,029 shares 12,029 $884K 0.07% +475 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,725 shares; 2024Q4: 26,278 shares; 2025Q1: 34,978 shares; 2025Q2: 39,080 shares; 2025Q3: 39,080 shares; 2025Q4: 39,480 shares 39,480 $883K 0.07% +400 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,811 shares; 2025Q3: 14,777 shares; 2025Q4: 15,443 shares 15,443 $882K 0.07% +666 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,255 shares; 2025Q2: 3,494 shares; 2025Q3: 3,889 shares; 2025Q4: 5,081 shares 5,081 $878K 0.07% +1,192 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,863 shares; 2025Q1: 9,459 shares; 2025Q2: 13,220 shares; 2025Q3: 13,213 shares; 2025Q4: 13,447 shares 13,447 $872K 0.07% +234 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: 6,225 shares; 2025Q2: 9,464 shares; 2025Q3: 11,167 shares; 2025Q4: 11,431 shares 11,431 $871K 0.07% +264 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,145 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,023 shares; 2025Q4: 1,061 shares 1,061 $870K 0.07% +38 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,199 shares; 2025Q4: 17,805 shares 17,805 $867K 0.07% +4,606 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,187 shares; 2025Q4: 25,451 shares 25,451 $863K 0.07% +264 Timeline AOA 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: 12,313 shares; 2024Q4: 11,732 shares; 2025Q1: 9,819 shares; 2025Q2: 9,439 shares; 2025Q3: 9,725 shares; 2025Q4: 9,572 shares 9,572 $857K 0.07% -153 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: 3,216 shares; 2024Q4: 5,227 shares; 2025Q1: 5,329 shares; 2025Q2: 4,980 shares; 2025Q3: 5,320 shares; 2025Q4: 5,969 shares 5,969 $857K 0.07% +649 Timeline SCHZ 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: 30,556 shares; 2024Q4: 65,509 shares; 2025Q1: 69,284 shares; 2025Q2: 33,578 shares; 2025Q3: 33,226 shares; 2025Q4: 35,711 shares 35,711 $835K 0.07% +2,485 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,800 shares; 2024Q4: 48,700 shares; 2025Q1: 48,700 shares; 2025Q2: 47,800 shares; 2025Q3: 46,600 shares; 2025Q4: 44,800 shares 44,800 $831K 0.07% -1,800 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,138 shares 16,138 $821K 0.07% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 1,016 shares; 2025Q4: 1,244 shares 1,244 $813K 0.07% +228 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: 11,169 shares; 2024Q4: 11,860 shares; 2025Q1: 12,166 shares; 2025Q2: 12,674 shares; 2025Q3: 12,069 shares; 2025Q4: 11,617 shares 11,617 $812K 0.07% -452 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,052 shares; 2024Q4: 12,433 shares; 2025Q1: 13,462 shares; 2025Q2: 13,510 shares; 2025Q3: 12,493 shares; 2025Q4: 13,223 shares 13,223 $795K 0.06% +730 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,261 shares; 2025Q4: 10,481 shares 10,481 $791K 0.06% +4,220 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,145 shares; 2025Q3: 6,440 shares; 2025Q4: 6,555 shares 6,555 $789K 0.06% +115 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: 4,757 shares; 2024Q4: 4,728 shares; 2025Q1: 4,811 shares; 2025Q2: 4,647 shares; 2025Q3: 5,143 shares; 2025Q4: 5,111 shares 5,111 $785K 0.06% -32 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 10,445 shares; 2025Q1: 15,473 shares; 2025Q2: 15,507 shares; 2025Q3: 19,384 shares; 2025Q4: 24,327 shares 24,327 $780K 0.06% +4,943 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,167 shares; 2025Q3: 9,653 shares; 2025Q4: 9,681 shares 9,681 $772K 0.06% +28 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: 2,181 shares; 2024Q4: 2,555 shares; 2025Q1: 3,313 shares; 2025Q2: 3,069 shares; 2025Q3: 2,816 shares; 2025Q4: 4,199 shares 4,199 $770K 0.06% +1,383 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,500 shares 32,500 $761K 0.06% new Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,864 shares; 2025Q2: 6,498 shares; 2025Q3: 8,348 shares; 2025Q4: 11,990 shares 11,990 $758K 0.06% +3,642 Timeline BILS 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: 12,671 shares; 2024Q4: 10,492 shares; 2025Q1: 10,409 shares; 2025Q2: 9,015 shares; 2025Q3: 8,857 shares; 2025Q4: 7,615 shares 7,615 $756K 0.06% -1,242 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: 7,772 shares; 2024Q4: 8,595 shares; 2025Q1: 11,798 shares; 2025Q2: 11,306 shares; 2025Q3: 10,355 shares; 2025Q4: 9,690 shares 9,690 $746K 0.06% -665 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,013 shares; 2024Q4: 33,223 shares; 2025Q1: 7,628 shares; 2025Q2: 5,033 shares; 2025Q3: 7,275 shares; 2025Q4: 15,736 shares 15,736 $745K 0.06% +8,461 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: 45,858 shares; 2024Q4: 36,174 shares; 2025Q1: 227,612 shares; 2025Q2: 33,342 shares; 2025Q3: 32,175 shares; 2025Q4: 25,299 shares 25,299 $741K 0.06% -6,876 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,373 shares; 2025Q3: 13,799 shares; 2025Q4: 15,881 shares 15,881 $740K 0.06% +2,082 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,405 shares; 2025Q1: 23,465 shares; 2025Q2: 35,629 shares; 2025Q3: 39,519 shares; 2025Q4: 40,418 shares 40,418 $730K 0.06% +899 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,262 shares; 2025Q2: 1,494 shares; 2025Q3: 2,971 shares; 2025Q4: 2,740 shares 2,740 $726K 0.06% -231 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,566 shares; 2024Q4: 27,095 shares; 2025Q1: 27,432 shares; 2025Q2: 26,238 shares; 2025Q3: 17,533 shares; 2025Q4: 19,588 shares 19,588 $723K 0.06% +2,055 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: 1,300 shares; 2024Q4: 1,322 shares; 2025Q1: 2,190 shares; 2025Q2: 2,465 shares; 2025Q3: 2,375 shares; 2025Q4: 2,364 shares 2,364 $723K 0.06% -11 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: not reported; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 915 shares; 2025Q3: 1,854 shares; 2025Q4: 1,919 shares 1,919 $717K 0.06% +65 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: 585 shares; 2025Q2: 606 shares; 2025Q3: 589 shares; 2025Q4: 667 shares 667 $714K 0.06% +78 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,787 shares; 2025Q1: 6,826 shares; 2025Q2: 6,997 shares; 2025Q3: 6,451 shares; 2025Q4: 6,760 shares 6,760 $710K 0.06% +309 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 9,494 shares; 2025Q1: 9,306 shares; 2025Q2: 9,004 shares; 2025Q3: 7,947 shares; 2025Q4: 8,127 shares 8,127 $709K 0.06% +180 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,020 shares; 2025Q2: 27,246 shares; 2025Q3: 21,625 shares; 2025Q4: 21,575 shares 21,575 $709K 0.06% -50 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,612 shares; 2024Q4: 22,442 shares; 2025Q1: 26,790 shares; 2025Q2: 35,294 shares; 2025Q3: 38,343 shares; 2025Q4: 49,436 shares 49,436 $701K 0.06% +11,093 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 6,796 shares; 2025Q2: 7,900 shares; 2025Q3: 7,722 shares; 2025Q4: 13,469 shares 13,469 $692K 0.06% +5,747 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,885 shares; 2024Q4: 16,885 shares; 2025Q1: 16,785 shares; 2025Q2: 15,044 shares; 2025Q3: 14,477 shares; 2025Q4: 14,477 shares 14,477 $691K 0.06% 0 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: 1,579 shares; 2024Q4: 1,774 shares; 2025Q1: 1,831 shares; 2025Q2: 2,633 shares; 2025Q3: 3,203 shares; 2025Q4: 3,531 shares 3,531 $688K 0.06% +328 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 3,316 shares; 2025Q1: 3,106 shares; 2025Q2: 2,939 shares; 2025Q3: 3,525 shares; 2025Q4: 3,905 shares 3,905 $686K 0.06% +380 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 5,278 shares; 2025Q1: 5,440 shares; 2025Q2: 4,656 shares; 2025Q3: 4,321 shares; 2025Q4: 4,334 shares 4,334 $683K 0.06% +13 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,693 shares; 2025Q4: 14,288 shares 14,288 $681K 0.06% -1,405 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: 770 shares; 2024Q4: 658 shares; 2025Q1: 928 shares; 2025Q2: 1,334 shares; 2025Q3: 1,086 shares; 2025Q4: 2,529 shares 2,529 $679K 0.06% +1,443 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,743 shares 6,743 $675K 0.06% new Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 20,300 shares; 2025Q2: 20,300 shares; 2025Q3: 19,600 shares; 2025Q4: 19,600 shares 19,600 $671K 0.05% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 4,124 shares; 2025Q3: 3,984 shares; 2025Q4: 3,932 shares 3,932 $671K 0.05% -52 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,746 shares; 2024Q4: 32,286 shares; 2025Q1: 18,666 shares; 2025Q2: 18,806 shares; 2025Q3: 22,726 shares; 2025Q4: 20,231 shares 20,231 $669K 0.05% -2,495 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,995 shares 24,995 $668K 0.05% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 968 shares; 2025Q1: 1,437 shares; 2025Q2: 1,379 shares; 2025Q3: 1,085 shares; 2025Q4: 1,083 shares 1,083 $654K 0.05% -2 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: not reported; 2025Q1: 40,323 shares; 2025Q2: 44,687 shares; 2025Q3: 34,379 shares; 2025Q4: 14,477 shares 14,477 $653K 0.05% -19,902 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,700 shares; 2025Q3: 8,901 shares; 2025Q4: 17,260 shares 17,260 $648K 0.05% +8,359 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,968 shares; 2025Q3: 15,838 shares; 2025Q4: 15,137 shares 15,137 $648K 0.05% -701 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 16,855 shares; 2025Q1: 14,577 shares; 2025Q2: 13,327 shares; 2025Q3: 11,238 shares; 2025Q4: 10,376 shares 10,376 $645K 0.05% -862 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,009 shares; 2025Q3: 5,269 shares; 2025Q4: 5,133 shares 5,133 $643K 0.05% -136 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,291 shares; 2024Q4: 11,910 shares; 2025Q1: 27,242 shares; 2025Q2: 13,193 shares; 2025Q3: 11,793 shares; 2025Q4: 24,244 shares 24,244 $642K 0.05% +12,451 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,340 shares; 2025Q1: 8,098 shares; 2025Q2: 5,967 shares; 2025Q3: 5,967 shares; 2025Q4: 7,406 shares 7,406 $632K 0.05% +1,439 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: 5,363 shares; 2024Q4: 5,387 shares; 2025Q1: 5,573 shares; 2025Q2: 5,631 shares; 2025Q3: 5,149 shares; 2025Q4: 4,969 shares 4,969 $629K 0.05% -180 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,807 shares; 2024Q4: 104,857 shares; 2025Q1: 104,857 shares; 2025Q2: 104,857 shares; 2025Q3: 104,857 shares; 2025Q4: 99,807 shares 99,807 $627K 0.05% -5,050 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: 11,956 shares; 2024Q4: 13,131 shares; 2025Q1: 20,449 shares; 2025Q2: 21,671 shares; 2025Q3: 24,110 shares; 2025Q4: 20,881 shares 20,881 $624K 0.05% -3,229 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,700 shares; 2024Q4: 23,700 shares; 2025Q1: 23,400 shares; 2025Q2: 23,200 shares; 2025Q3: 23,100 shares; 2025Q4: 22,600 shares 22,600 $622K 0.05% -500 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 10,594 shares; 2025Q1: 10,013 shares; 2025Q2: 9,953 shares; 2025Q3: 9,630 shares; 2025Q4: 7,996 shares 7,996 $615K 0.05% -1,634 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 1,865 shares; 2025Q2: 2,042 shares; 2025Q3: 1,770 shares; 2025Q4: 1,918 shares 1,918 $614K 0.05% +148 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,258 shares; 2024Q4: 73,934 shares; 2025Q1: 67,392 shares; 2025Q2: 62,834 shares; 2025Q3: 62,834 shares; 2025Q4: 60,834 shares 60,834 $608K 0.05% -2,000 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: 2,068 shares; 2024Q4: 2,076 shares; 2025Q1: 2,158 shares; 2025Q2: 2,048 shares; 2025Q3: 2,438 shares; 2025Q4: 1,847 shares 1,847 $604K 0.05% -591 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: 2,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,562 shares; 2025Q4: 5,638 shares 5,638 $604K 0.05% +76 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637 shares; 2025Q4: 3,705 shares 3,705 $600K 0.05% +1,068 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,341 shares; 2025Q4: 5,620 shares 5,620 $600K 0.05% +279 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,972 shares 9,972 $593K 0.05% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 5,392 shares; 2025Q1: 6,796 shares; 2025Q2: 8,512 shares; 2025Q3: 10,080 shares; 2025Q4: 12,720 shares 12,720 $591K 0.05% +2,640 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,158 shares 24,158 $590K 0.05% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,437 shares; 2025Q3: 8,413 shares; 2025Q4: 8,761 shares 8,761 $587K 0.05% +348 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,105 shares; 2025Q3: 14,942 shares; 2025Q4: 16,663 shares 16,663 $587K 0.05% +1,721 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,959 shares 11,959 $586K 0.05% new Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 10,641 shares; 2025Q1: 11,515 shares; 2025Q2: 11,683 shares; 2025Q3: 11,341 shares; 2025Q4: 11,856 shares 11,856 $586K 0.05% +515 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 4,192 shares; 2025Q1: 6,809 shares; 2025Q2: 8,457 shares; 2025Q3: 8,739 shares; 2025Q4: 10,364 shares 10,364 $584K 0.05% +1,625 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: 5,132 shares; 2024Q4: 5,226 shares; 2025Q1: 8,715 shares; 2025Q2: 9,413 shares; 2025Q3: 10,435 shares; 2025Q4: 10,620 shares 10,620 $584K 0.05% +185 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 23,716 shares; 2025Q1: 21,234 shares; 2025Q2: 21,240 shares; 2025Q3: 21,237 shares; 2025Q4: 21,216 shares 21,216 $583K 0.05% -21 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: 5,920 shares; 2024Q4: 7,837 shares; 2025Q1: 8,047 shares; 2025Q2: 7,765 shares; 2025Q3: 7,231 shares; 2025Q4: 6,918 shares 6,918 $583K 0.05% -313 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,769 shares; 2025Q1: 2,999 shares; 2025Q2: 5,385 shares; 2025Q3: 5,379 shares; 2025Q4: 4,972 shares 4,972 $581K 0.05% -407 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,532 shares; 2024Q4: 36,992 shares; 2025Q1: 42,242 shares; 2025Q2: 21,007 shares; 2025Q3: 15,157 shares; 2025Q4: 17,022 shares 17,022 $579K 0.05% +1,865 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,581 shares; 2024Q4: 68,907 shares; 2025Q1: 28,961 shares; 2025Q2: 33,657 shares; 2025Q3: 57,150 shares; 2025Q4: 58,091 shares 58,091 $579K 0.05% +941 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,125 shares; 2025Q2: 6,304 shares; 2025Q3: 6,945 shares; 2025Q4: 7,306 shares 7,306 $576K 0.05% +361 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,620 shares; 2025Q2: 10,530 shares; 2025Q3: 12,650 shares; 2025Q4: 21,925 shares 21,925 $575K 0.05% +9,275 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,984 shares; 2025Q1: 5,074 shares; 2025Q2: 5,729 shares; 2025Q3: 6,041 shares; 2025Q4: 6,101 shares 6,101 $575K 0.05% +60 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 4,672 shares; 2025Q1: 5,025 shares; 2025Q2: 7,298 shares; 2025Q3: 8,598 shares; 2025Q4: 7,001 shares 7,001 $572K 0.05% -1,597 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,512 shares; 2025Q4: 31,934 shares 31,934 $569K 0.05% +422 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 7,900 shares; 2025Q1: 4,393 shares; 2025Q2: 6,208 shares; 2025Q3: 4,218 shares; 2025Q4: 4,150 shares 4,150 $564K 0.05% -68 Timeline LDUR 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: 31,854 shares; 2024Q4: 30,375 shares; 2025Q1: 28,447 shares; 2025Q2: 26,607 shares; 2025Q3: 16,751 shares; 2025Q4: 5,825 shares 5,825 $559K 0.05% -10,926 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,440 shares; 2025Q1: 1,436 shares; 2025Q2: 810 shares; 2025Q3: 746 shares; 2025Q4: 1,200 shares 1,200 $559K 0.05% +454 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,462 shares; 2025Q1: 19,526 shares; 2025Q2: 14,836 shares; 2025Q3: 10,571 shares; 2025Q4: 12,436 shares 12,436 $558K 0.05% +1,865 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: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 668 shares; 2025Q3: 1,258 shares; 2025Q4: 1,586 shares 1,586 $556K 0.05% +328 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,108 shares; 2025Q1: 10,579 shares; 2025Q2: 11,825 shares; 2025Q3: 12,944 shares; 2025Q4: 12,390 shares 12,390 $556K 0.05% -554 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,762 shares 4,762 $556K 0.05% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,755 shares; 2025Q4: 2,286 shares 2,286 $555K 0.05% +531 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,813 shares; 2025Q4: 21,516 shares 21,516 $554K 0.05% +6,703 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,520 shares; 2025Q4: 22,095 shares 22,095 $553K 0.05% +1,575 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,316 shares; 2024Q4: 8,291 shares; 2025Q1: 10,891 shares; 2025Q2: 10,891 shares; 2025Q3: 10,741 shares; 2025Q4: 10,741 shares 10,741 $550K 0.04% 0 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,878 shares 13,878 $545K 0.04% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 11,299 shares; 2025Q1: 10,202 shares; 2025Q2: 5,310 shares; 2025Q3: 5,244 shares; 2025Q4: 5,686 shares 5,686 $541K 0.04% +442 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: 3,836 shares; 2024Q4: 3,754 shares; 2025Q1: 4,184 shares; 2025Q2: 4,205 shares; 2025Q3: 4,295 shares; 2025Q4: 3,497 shares 3,497 $541K 0.04% -798 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 11,632 shares; 2025Q1: 11,897 shares; 2025Q2: 11,527 shares; 2025Q3: 11,212 shares; 2025Q4: 10,954 shares 10,954 $535K 0.04% -258 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares; 2025Q4: 20,764 shares 20,764 $535K 0.04% +649 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 2,119 shares 2,119 $535K 0.04% +169 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,346 shares; 2025Q4: 27,346 shares 27,346 $534K 0.04% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,492 shares 13,492 $533K 0.04% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,311 shares; 2024Q4: 32,285 shares; 2025Q1: 31,805 shares; 2025Q2: 30,401 shares; 2025Q3: 23,114 shares; 2025Q4: 18,020 shares 18,020 $532K 0.04% -5,094 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: 1,022 shares; 2024Q4: 1,110 shares; 2025Q1: 1,132 shares; 2025Q2: 1,241 shares; 2025Q3: 1,840 shares; 2025Q4: 3,681 shares 3,681 $530K 0.04% +1,841 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,180 shares; 2024Q4: 13,299 shares; 2025Q1: 13,826 shares; 2025Q2: 13,248 shares; 2025Q3: 12,923 shares; 2025Q4: 11,012 shares 11,012 $526K 0.04% -1,911 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,194 shares; 2025Q2: 2,925 shares; 2025Q3: 3,988 shares; 2025Q4: 5,118 shares 5,118 $524K 0.04% +1,130 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,507 shares; 2025Q3: 21,385 shares; 2025Q4: 4,630 shares 4,630 $524K 0.04% -16,755 Timeline IYR 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: 18,169 shares; 2024Q4: 155,568 shares; 2025Q1: 7,480 shares; 2025Q2: 39,279 shares; 2025Q3: 5,990 shares; 2025Q4: 5,542 shares 5,542 $520K 0.04% -448 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: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 5,908 shares; 2025Q3: 6,019 shares; 2025Q4: 6,521 shares 6,521 $520K 0.04% +502 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: not reported; 2024Q4: not reported; 2025Q1: 15,258 shares; 2025Q2: 10,017 shares; 2025Q3: 8,955 shares; 2025Q4: 11,180 shares 11,180 $517K 0.04% +2,225 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,430 shares; 2025Q1: 4,730 shares; 2025Q2: 6,049 shares; 2025Q3: 6,382 shares; 2025Q4: 7,417 shares 7,417 $515K 0.04% +1,035 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: 769 shares; 2024Q4: 785 shares; 2025Q1: 822 shares; 2025Q2: 792 shares; 2025Q3: 754 shares; 2025Q4: 774 shares 774 $513K 0.04% +20 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 1,503 shares; 2025Q4: 1,976 shares 1,976 $513K 0.04% +473 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,888 shares 25,888 $512K 0.04% new Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,725 shares; 2025Q3: 14,125 shares; 2025Q4: 14,125 shares 14,125 $510K 0.04% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,817 shares; 2025Q3: 7,121 shares; 2025Q4: 2,239 shares 2,239 $506K 0.04% -4,882 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,354 shares; 2025Q1: 1,480 shares; 2025Q2: 1,607 shares; 2025Q3: 1,663 shares; 2025Q4: 1,743 shares 1,743 $504K 0.04% +80 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 832 shares; 2025Q1: 1,004 shares; 2025Q2: 912 shares; 2025Q3: 850 shares; 2025Q4: 832 shares 832 $503K 0.04% -18 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 5,290 shares; 2025Q3: 5,387 shares; 2025Q4: 7,795 shares 7,795 $499K 0.04% +2,408 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,366 shares; 2024Q4: 22,546 shares; 2025Q1: 23,588 shares; 2025Q2: 24,567 shares; 2025Q3: 25,212 shares; 2025Q4: 17,677 shares 17,677 $499K 0.04% -7,535 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,263 shares 6,263 $497K 0.04% -150 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,367 shares; 2025Q1: 2,336 shares; 2025Q2: 2,285 shares; 2025Q3: 2,247 shares; 2025Q4: 2,448 shares 2,448 $497K 0.04% +201 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,106 shares; 2025Q3: 2,772 shares; 2025Q4: 3,553 shares 3,553 $497K 0.04% +781 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,729 shares; 2025Q3: 4,016 shares; 2025Q4: 4,771 shares 4,771 $495K 0.04% +755 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,027 shares; 2025Q4: 6,780 shares 6,780 $491K 0.04% +1,753 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 5,006 shares; 2025Q3: 5,312 shares; 2025Q4: 5,327 shares 5,327 $486K 0.04% +15 Timeline CALF 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: 6,868 shares; 2024Q4: 8,696 shares; 2025Q1: not reported; 2025Q2: 5,265 shares; 2025Q3: 6,166 shares; 2025Q4: 10,887 shares 10,887 $483K 0.04% +4,721 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,728 shares; 2025Q3: 3,080 shares; 2025Q4: 4,787 shares 4,787 $483K 0.04% +1,707 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 581 shares; 2025Q3: 509 shares; 2025Q4: 546 shares 546 $480K 0.04% +37 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,865 shares; 2025Q4: 9,782 shares 9,782 $479K 0.04% +2,917 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,013 shares; 2025Q1: 4,226 shares; 2025Q2: 3,930 shares; 2025Q3: 4,168 shares; 2025Q4: 4,126 shares 4,126 $479K 0.04% -42 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: 1,689 shares; 2024Q4: 2,652 shares; 2025Q1: 3,099 shares; 2025Q2: 3,171 shares; 2025Q3: 3,112 shares; 2025Q4: 2,784 shares 2,784 $476K 0.04% -328 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,411 shares; 2025Q2: 24,841 shares; 2025Q3: 11,390 shares; 2025Q4: 11,390 shares 11,390 $475K 0.04% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,622 shares; 2025Q4: 19,852 shares 19,852 $470K 0.04% +7,230 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,015 shares; 2025Q2: 2,707 shares; 2025Q3: 3,608 shares; 2025Q4: 4,803 shares 4,803 $470K 0.04% +1,195 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,338 shares; 2024Q4: 21,472 shares; 2025Q1: 21,486 shares; 2025Q2: 22,450 shares; 2025Q3: 15,353 shares; 2025Q4: 10,564 shares 10,564 $468K 0.04% -4,789 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,318 shares; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: 3,920 shares; 2025Q4: 4,678 shares 4,678 $467K 0.04% +758 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,351 shares; 2025Q2: 10,346 shares; 2025Q3: 11,446 shares; 2025Q4: 11,756 shares 11,756 $466K 0.04% +310 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,227 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,214 shares 2,214 $466K 0.04% -3 Timeline MUNI 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: 7,594 shares; 2024Q4: 7,604 shares; 2025Q1: 16,174 shares; 2025Q2: 15,266 shares; 2025Q3: 12,250 shares; 2025Q4: 8,844 shares 8,844 $465K 0.04% -3,406 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 3,368 shares; 2025Q3: 4,510 shares; 2025Q4: 5,995 shares 5,995 $464K 0.04% +1,485 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,579 shares; 2025Q2: 3,311 shares; 2025Q3: 4,292 shares; 2025Q4: 5,760 shares 5,760 $464K 0.04% +1,468 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,200 shares; 2025Q1: 10,059 shares; 2025Q2: 7,249 shares; 2025Q3: 8,221 shares; 2025Q4: 4,637 shares 4,637 $463K 0.04% -3,584 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: 2,241 shares; 2024Q4: 2,154 shares; 2025Q1: 2,465 shares; 2025Q2: 2,552 shares; 2025Q3: 2,616 shares; 2025Q4: 2,582 shares 2,582 $458K 0.04% -34 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296 shares; 2025Q2: 2,165 shares; 2025Q3: 2,208 shares; 2025Q4: 2,224 shares 2,224 $456K 0.04% +16 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,463 shares; 2025Q2: 12,274 shares; 2025Q3: 12,188 shares; 2025Q4: 10,929 shares 10,929 $452K 0.04% -1,259 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,401 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares 17,704 $449K 0.04% 0 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: 1,292 shares; 2024Q4: 1,037 shares; 2025Q1: 1,153 shares; 2025Q2: 1,475 shares; 2025Q3: 1,829 shares; 2025Q4: 2,922 shares 2,922 $444K 0.04% +1,093 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 25,991 shares; 2025Q1: 24,898 shares; 2025Q2: 20,298 shares; 2025Q3: 10,508 shares; 2025Q4: 9,933 shares 9,933 $440K 0.04% -575 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 2,655 shares; 2025Q1: 2,077 shares; 2025Q2: 1,789 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823 $440K 0.04% 0 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 9,254 shares; 2025Q4: 12,426 shares 12,426 $433K 0.04% +3,172 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,528 shares; 2025Q4: 132,647 shares 132,647 $428K 0.03% +27,119 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: 914 shares; 2024Q4: 1,777 shares; 2025Q1: 2,716 shares; 2025Q2: 1,216 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $427K 0.03% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,027 shares 5,027 $424K 0.03% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares 3,413 $416K 0.03% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,334 shares 6,334 $414K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 142 shares; 2025Q3: 154 shares; 2025Q4: 205 shares 205 $413K 0.03% +51 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: 2,416 shares; 2024Q4: 2,355 shares; 2025Q1: 2,441 shares; 2025Q2: 2,346 shares; 2025Q3: 2,978 shares; 2025Q4: 3,519 shares 3,519 $412K 0.03% +541 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,033 shares; 2025Q1: 1,935 shares; 2025Q2: 1,785 shares; 2025Q3: 1,795 shares; 2025Q4: 1,786 shares 1,786 $411K 0.03% -9 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,265 shares; 2025Q1: 8,265 shares; 2025Q2: 8,500 shares; 2025Q3: 8,675 shares; 2025Q4: 9,675 shares 9,675 $411K 0.03% +1,000 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: 2,125 shares; 2024Q4: 2,009 shares; 2025Q1: 1,192 shares; 2025Q2: 1,188 shares; 2025Q3: 1,361 shares; 2025Q4: 1,385 shares 1,385 $410K 0.03% +24 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 565 shares; 2025Q1: 1,124 shares; 2025Q2: 675 shares; 2025Q3: 541 shares; 2025Q4: 541 shares 541 $408K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,315 shares; 2025Q1: 3,597 shares; 2025Q2: 3,583 shares; 2025Q3: 3,098 shares; 2025Q4: 2,973 shares 2,973 $405K 0.03% -125 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 5,495 shares; 2025Q1: 4,074 shares; 2025Q2: 2,664 shares; 2025Q3: 2,047 shares; 2025Q4: 1,958 shares 1,958 $404K 0.03% -89 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 632 shares; 2025Q3: 360 shares; 2025Q4: 442 shares 442 $401K 0.03% +82 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,283 shares; 2024Q4: 26,442 shares; 2025Q1: 24,727 shares; 2025Q2: 23,379 shares; 2025Q3: 17,061 shares; 2025Q4: 5,140 shares 5,140 $399K 0.03% -11,921 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,226 shares; 2025Q1: 18,726 shares; 2025Q2: 22,231 shares; 2025Q3: 23,331 shares; 2025Q4: 22,472 shares 22,472 $398K 0.03% -859 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,895 shares; 2025Q1: 22,381 shares; 2025Q2: 4,442 shares; 2025Q3: 4,449 shares; 2025Q4: 8,879 shares 8,879 $397K 0.03% +4,430 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: 1,503 shares; 2024Q4: 2,002 shares; 2025Q1: 2,521 shares; 2025Q2: 1,699 shares; 2025Q3: 1,258 shares; 2025Q4: 1,864 shares 1,864 $395K 0.03% +606 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,960 shares 13,960 $393K 0.03% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,366 shares; 2025Q1: 19,381 shares; 2025Q2: 14,335 shares; 2025Q3: 6,569 shares; 2025Q4: 7,222 shares 7,222 $391K 0.03% +653 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,053 shares; 2025Q1: 8,012 shares; 2025Q2: 7,451 shares; 2025Q3: 7,086 shares; 2025Q4: 5,868 shares 5,868 $389K 0.03% -1,218 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 29,420 shares; 2025Q3: 29,645 shares; 2025Q4: 30,045 shares 30,045 $389K 0.03% +400 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 8,418 shares; 2025Q1: 10,488 shares; 2025Q2: 12,609 shares; 2025Q3: not reported; 2025Q4: 11,590 shares 11,590 $389K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,767 shares 2,767 $381K 0.03% +206 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,506 shares; 2024Q4: 35,134 shares; 2025Q1: 30,997 shares; 2025Q2: 33,449 shares; 2025Q3: 31,613 shares; 2025Q4: 7,628 shares 7,628 $375K 0.03% -23,985 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares 2,354 $375K 0.03% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,740 shares; 2024Q4: 14,513 shares; 2025Q1: 12,060 shares; 2025Q2: 10,000 shares; 2025Q3: 7,810 shares; 2025Q4: 7,810 shares 7,810 $372K 0.03% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 826 shares; 2025Q4: 1,117 shares 1,117 $371K 0.03% +291 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,940 shares 2,940 $370K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 3,555 shares; 2025Q4: 4,210 shares 4,210 $369K 0.03% +655 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,369 shares; 2025Q3: 13,978 shares; 2025Q4: 15,136 shares 15,136 $366K 0.03% +1,158 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,501 shares 1,501 $364K 0.03% -2 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,237 shares; 2025Q4: 12,047 shares 12,047 $364K 0.03% -190 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,544 shares 3,544 $363K 0.03% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 4,303 shares; 2025Q1: 5,623 shares; 2025Q2: 5,473 shares; 2025Q3: 5,418 shares; 2025Q4: 3,196 shares 3,196 $361K 0.03% -2,222 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,248 shares; 2025Q1: 3,691 shares; 2025Q2: 3,561 shares; 2025Q3: 4,726 shares; 2025Q4: 5,258 shares 5,258 $359K 0.03% +532 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,155 shares; 2025Q1: 2,111 shares; 2025Q2: 1,920 shares; 2025Q3: 1,893 shares; 2025Q4: 1,742 shares 1,742 $359K 0.03% -151 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: 4,437 shares; 2024Q4: 4,135 shares; 2025Q1: 3,901 shares; 2025Q2: 3,930 shares; 2025Q3: 3,619 shares; 2025Q4: 3,446 shares 3,446 $359K 0.03% -173 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,482 shares; 2024Q4: 11,494 shares; 2025Q1: 11,478 shares; 2025Q2: 10,974 shares; 2025Q3: 10,123 shares; 2025Q4: 8,666 shares 8,666 $358K 0.03% -1,457 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: 789 shares; 2024Q4: 782 shares; 2025Q1: 802 shares; 2025Q2: 764 shares; 2025Q3: 753 shares; 2025Q4: 626 shares 626 $357K 0.03% -127 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 25,200 shares; 2025Q2: 26,480 shares; 2025Q3: 26,480 shares; 2025Q4: 26,780 shares 26,780 $356K 0.03% +300 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 459 shares 459 $354K 0.03% -147 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: 42,205 shares; 2024Q4: 19,869 shares; 2025Q1: 15,168 shares; 2025Q2: 15,216 shares; 2025Q3: 14,711 shares; 2025Q4: 14,138 shares 14,138 $352K 0.03% -573 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,517 shares; 2025Q3: 16,878 shares; 2025Q4: 23,394 shares 23,394 $351K 0.03% +6,516 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,636 shares; 2025Q3: 41,809 shares; 2025Q4: 5,020 shares 5,020 $350K 0.03% -36,789 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,898 shares; 2025Q3: 1,963 shares; 2025Q4: 2,116 shares 2,116 $345K 0.03% +153 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,619 shares; 2025Q3: 4,799 shares; 2025Q4: 4,788 shares 4,788 $345K 0.03% -11 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 15,611 shares; 2025Q1: 15,725 shares; 2025Q2: 11,334 shares; 2025Q3: 10,113 shares; 2025Q4: 10,239 shares 10,239 $344K 0.03% +126 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: not reported; 2025Q4: 2,395 shares 2,395 $341K 0.03% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,487 shares; 2024Q4: 22,177 shares; 2025Q1: 21,127 shares; 2025Q2: 20,629 shares; 2025Q3: 28,294 shares; 2025Q4: 28,949 shares 28,949 $338K 0.03% +655 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $332K 0.03% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,521 shares 8,521 $329K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,318 shares; 2025Q2: 2,278 shares; 2025Q3: 2,598 shares; 2025Q4: 2,849 shares 2,849 $329K 0.03% +251 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,851 shares; 2024Q4: 8,143 shares; 2025Q1: 5,135 shares; 2025Q2: 5,713 shares; 2025Q3: 5,643 shares; 2025Q4: 5,601 shares 5,601 $328K 0.03% -42 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,090 shares; 2025Q1: 4,909 shares; 2025Q2: 3,418 shares; 2025Q3: 3,663 shares; 2025Q4: 3,537 shares 3,537 $327K 0.03% -126 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,624 shares; 2024Q4: 15,689 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,420 shares; 2025Q4: 5,411 shares 5,411 $324K 0.03% -9 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 3,070 shares; 2025Q4: 3,479 shares 3,479 $324K 0.03% +409 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,153 shares; 2025Q1: 2,103 shares; 2025Q2: 2,108 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares 2,103 $324K 0.03% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,553 shares; 2025Q4: 13,820 shares 13,820 $322K 0.03% +6,267 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,034 shares; 2024Q4: 10,158 shares; 2025Q1: 13,222 shares; 2025Q2: 13,122 shares; 2025Q3: 12,348 shares; 2025Q4: 11,603 shares 11,603 $320K 0.03% -745 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,449 shares; 2024Q4: 16,420 shares; 2025Q1: 16,451 shares; 2025Q2: 16,550 shares; 2025Q3: 15,764 shares; 2025Q4: 14,373 shares 14,373 $320K 0.03% -1,391 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,795 shares; 2025Q4: 7,070 shares 7,070 $320K 0.03% +1,275 Timeline NULG 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: 3,636 shares; 2024Q4: 3,641 shares; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,245 shares 3,245 $317K 0.03% +4 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,409 shares; 2025Q1: 4,640 shares; 2025Q2: 4,544 shares; 2025Q3: 4,586 shares; 2025Q4: 4,868 shares 4,868 $316K 0.03% +282 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares 6,303 $314K 0.03% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,657 shares; 2024Q4: 51,454 shares; 2025Q1: 43,888 shares; 2025Q2: 41,119 shares; 2025Q3: 41,904 shares; 2025Q4: 12,355 shares 12,355 $311K 0.03% -29,549 Timeline XHE 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: 18,342 shares; 2024Q4: 16,156 shares; 2025Q1: 14,829 shares; 2025Q2: 10,713 shares; 2025Q3: 5,350 shares; 2025Q4: 3,499 shares 3,499 $309K 0.03% -1,851 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,533 shares; 2025Q4: 9,225 shares 9,225 $307K 0.03% -308 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 12,507 shares; 2025Q1: 12,335 shares; 2025Q2: 12,153 shares; 2025Q3: 12,287 shares; 2025Q4: 12,726 shares 12,726 $306K 0.02% +439 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,158 shares; 2025Q1: 11,881 shares; 2025Q2: 14,409 shares; 2025Q3: 14,564 shares; 2025Q4: 11,161 shares 11,161 $305K 0.02% -3,403 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,475 shares; 2025Q2: 20,958 shares; 2025Q3: 27,789 shares; 2025Q4: 33,978 shares 33,978 $305K 0.02% +6,189 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 979 shares; 2025Q3: 1,190 shares; 2025Q4: 1,500 shares 1,500 $305K 0.02% +310 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,763 shares 3,763 $304K 0.02% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $299K 0.02% 0 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: 26,444 shares; 2024Q4: 22,094 shares; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares; 2025Q3: 6,280 shares; 2025Q4: 6,280 shares 6,280 $297K 0.02% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,185 shares; 2025Q2: 1,260 shares; 2025Q3: 2,910 shares; 2025Q4: 1,863 shares 1,863 $297K 0.02% -1,047 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,430 shares; 2025Q1: 5,715 shares; 2025Q2: 5,395 shares; 2025Q3: 5,385 shares; 2025Q4: 5,185 shares 5,185 $294K 0.02% -200 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 5,814 shares; 2025Q1: 5,778 shares; 2025Q2: 5,789 shares; 2025Q3: 5,673 shares; 2025Q4: 5,384 shares 5,384 $290K 0.02% -289 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 776 shares; 2025Q2: 3,028 shares; 2025Q3: 1,874 shares; 2025Q4: 1,390 shares 1,390 $289K 0.02% -484 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares 10,760 $287K 0.02% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,427 shares; 2025Q1: 3,239 shares; 2025Q2: 3,570 shares; 2025Q3: 3,597 shares; 2025Q4: 3,583 shares 3,583 $287K 0.02% -14 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: not reported; 2024Q4: not reported; 2025Q1: 6,105 shares; 2025Q2: 8,074 shares; 2025Q3: not reported; 2025Q4: 7,517 shares 7,517 $285K 0.02% new Timeline