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: 63,712 shares; 2024Q4: 65,093 shares; 2025Q1: 64,202 shares; 2025Q2: 64,836 shares; 2025Q3: 70,616 shares; 2025Q4: 72,220 shares 72,220 $49.2M 8.12% +1,604 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: 53,209 shares; 2024Q4: 53,800 shares; 2025Q1: 56,005 shares; 2025Q2: 53,852 shares; 2025Q3: 55,639 shares; 2025Q4: 55,348 shares 55,348 $34M 5.61% -291 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: 734,287 shares; 2024Q4: 733,486 shares; 2025Q1: 727,360 shares; 2025Q2: 707,406 shares; 2025Q3: 715,827 shares; 2025Q4: 725,386 shares 725,386 $32.1M 5.3% +9,559 Timeline UXOC 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: 201,810 shares; 2025Q2: 651,595 shares; 2025Q3: 793,973 shares; 2025Q4: 811,229 shares 811,229 $28.8M 4.76% +17,256 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: 43,052 shares; 2024Q4: 37,852 shares; 2025Q1: 36,075 shares; 2025Q2: 29,483 shares; 2025Q3: 36,815 shares; 2025Q4: 37,683 shares 37,683 $25.8M 4.26% +868 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,870 shares 208,870 $21.2M 3.5% new Timeline QMOM 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: 134,495 shares; 2024Q4: 270,910 shares; 2025Q1: 201,053 shares; 2025Q2: 217,466 shares; 2025Q3: 255,418 shares; 2025Q4: 278,143 shares 278,143 $18.2M 3% +22,725 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: 727,319 shares; 2024Q4: 727,741 shares; 2025Q1: 714,275 shares; 2025Q2: 692,946 shares; 2025Q3: 700,010 shares; 2025Q4: 709,775 shares 709,775 $17.9M 2.95% +9,765 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: 246,230 shares; 2024Q4: 257,054 shares; 2025Q1: 257,580 shares; 2025Q2: 259,753 shares; 2025Q3: 311,753 shares; 2025Q4: 306,855 shares 306,855 $15.7M 2.59% -4,898 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,994 shares; 2024Q4: 131,806 shares; 2025Q1: 96,804 shares; 2025Q2: 94,449 shares; 2025Q3: 136,844 shares; 2025Q4: 136,438 shares 136,438 $12.5M 2.06% -406 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: 58,709 shares; 2024Q4: 62,759 shares; 2025Q1: 63,676 shares; 2025Q2: 67,256 shares; 2025Q3: 66,966 shares; 2025Q4: 66,491 shares 66,491 $12.4M 2.05% -475 Timeline IBDS 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: 382,256 shares; 2024Q4: 387,272 shares; 2025Q1: 386,537 shares; 2025Q2: 392,771 shares; 2025Q3: 417,298 shares; 2025Q4: 434,627 shares 434,627 $10.6M 1.74% +17,329 Timeline IBDT 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: 364,269 shares; 2024Q4: 369,889 shares; 2025Q1: 368,813 shares; 2025Q2: 374,757 shares; 2025Q3: 386,632 shares; 2025Q4: 403,169 shares 403,169 $10.3M 1.69% +16,537 Timeline IBDU 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: 396,090 shares; 2024Q4: 402,589 shares; 2025Q1: 402,169 shares; 2025Q2: 405,524 shares; 2025Q3: 416,338 shares; 2025Q4: 432,826 shares 432,826 $10.1M 1.67% +16,488 Timeline ICOW 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: 166,330 shares; 2024Q4: 187,655 shares; 2025Q1: 195,858 shares; 2025Q2: 209,650 shares; 2025Q3: 239,562 shares; 2025Q4: 252,238 shares 252,238 $9.76M 1.61% +12,676 Timeline IBDV 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: 403,034 shares; 2024Q4: 410,980 shares; 2025Q1: 413,334 shares; 2025Q2: 409,012 shares; 2025Q3: 421,778 shares; 2025Q4: 439,182 shares 439,182 $9.69M 1.6% +17,404 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: 20,155 shares; 2024Q4: 21,625 shares; 2025Q1: 21,615 shares; 2025Q2: 21,859 shares; 2025Q3: 19,468 shares; 2025Q4: 19,793 shares 19,793 $9.57M 1.58% +325 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: 93,969 shares; 2024Q4: 101,201 shares; 2025Q1: 103,246 shares; 2025Q2: 112,198 shares; 2025Q3: 125,377 shares; 2025Q4: 132,576 shares 132,576 $9.51M 1.57% +7,199 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,543 shares; 2025Q3: 97,760 shares; 2025Q4: 105,824 shares 105,824 $9.47M 1.56% +8,064 Timeline WCMI 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: 436,518 shares; 2025Q3: 508,896 shares; 2025Q4: 544,972 shares 544,972 $9.27M 1.53% +36,076 Timeline IBDW 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: 414,122 shares; 2025Q2: 405,181 shares; 2025Q3: 412,716 shares; 2025Q4: 426,879 shares 426,879 $9.03M 1.49% +14,163 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: not reported; 2024Q4: not reported; 2025Q1: 68,388 shares; 2025Q2: 74,603 shares; 2025Q3: 87,554 shares; 2025Q4: 95,165 shares 95,165 $8.8M 1.45% +7,611 Timeline IBHG 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: 340,110 shares; 2024Q4: 345,347 shares; 2025Q1: 341,810 shares; 2025Q2: 342,134 shares; 2025Q3: 347,663 shares; 2025Q4: 362,662 shares 362,662 $8.09M 1.34% +14,999 Timeline IBHH 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: 14,746 shares; 2024Q4: 17,779 shares; 2025Q1: 318,926 shares; 2025Q2: 319,188 shares; 2025Q3: 325,254 shares; 2025Q4: 338,855 shares 338,855 $8.02M 1.32% +13,601 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,849 shares; 2025Q1: 305,633 shares; 2025Q2: 306,234 shares; 2025Q3: 314,048 shares; 2025Q4: 328,813 shares 328,813 $7.77M 1.28% +14,765 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: 5,762 shares; 2024Q4: 8,558 shares; 2025Q1: not reported; 2025Q2: 77,116 shares; 2025Q3: 82,517 shares; 2025Q4: 82,199 shares 82,199 $7.16M 1.18% -318 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: 167,947 shares; 2024Q4: 173,780 shares; 2025Q1: 152,118 shares; 2025Q2: 148,976 shares; 2025Q3: 147,972 shares; 2025Q4: 147,614 shares 147,614 $7.02M 1.16% -358 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,388 shares; 2024Q4: 49,409 shares; 2025Q1: 56,679 shares; 2025Q2: 60,196 shares; 2025Q3: 84,566 shares; 2025Q4: 84,508 shares 84,508 $6.78M 1.12% -58 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: 105,874 shares; 2024Q4: 80,011 shares; 2025Q1: 15,984 shares; 2025Q2: 39,830 shares; 2025Q3: 37,433 shares; 2025Q4: 33,941 shares 33,941 $6.78M 1.12% -3,492 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: 15,206 shares; 2024Q4: 21,068 shares; 2025Q1: 22,382 shares; 2025Q2: 21,819 shares; 2025Q3: 21,491 shares; 2025Q4: 22,268 shares 22,268 $6.05M 1% +777 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,064 shares; 2025Q3: 20,537 shares; 2025Q4: 18,201 shares 18,201 $5.48M 0.9% -2,336 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: 15,243 shares; 2024Q4: 16,052 shares; 2025Q1: 16,879 shares; 2025Q2: 16,962 shares; 2025Q3: 17,079 shares; 2025Q4: 15,496 shares 15,496 $4.99M 0.82% -1,583 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: 50,377 shares; 2024Q4: 47,667 shares; 2025Q1: 44,491 shares; 2025Q2: 40,586 shares; 2025Q3: 56,154 shares; 2025Q4: 51,345 shares 51,345 $4.93M 0.81% -4,809 Timeline GJAN 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: 130,632 shares; 2024Q4: 130,342 shares; 2025Q1: 110,548 shares; 2025Q2: 109,082 shares; 2025Q3: 106,783 shares; 2025Q4: 105,145 shares 105,145 $4.5M 0.74% -1,638 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,212 shares; 2024Q4: 41,139 shares; 2025Q1: 32,729 shares; 2025Q2: 27,976 shares; 2025Q3: 45,738 shares; 2025Q4: 38,186 shares 38,186 $4.4M 0.72% -7,552 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: 136,938 shares; 2024Q4: 128,159 shares; 2025Q1: 121,418 shares; 2025Q2: 30,327 shares; 2025Q3: 36,837 shares; 2025Q4: 34,973 shares 34,973 $4.31M 0.71% -1,864 Timeline MLRG 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: 10,097 shares; 2024Q4: 11,933 shares; 2025Q1: 14,647 shares; 2025Q2: 16,356 shares; 2025Q3: 41,490 shares; 2025Q4: 43,142 shares 43,142 $4.07M 0.67% +1,652 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: 11,349 shares; 2024Q4: 14,859 shares; 2025Q1: 16,008 shares; 2025Q2: 16,443 shares; 2025Q3: 16,975 shares; 2025Q4: 17,384 shares 17,384 $4.01M 0.66% +409 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: 13,279 shares; 2024Q4: 12,762 shares; 2025Q1: 15,020 shares; 2025Q2: 15,113 shares; 2025Q3: 13,625 shares; 2025Q4: 13,372 shares 13,372 $3.38M 0.56% -253 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: 3,614 shares; 2024Q4: 7,580 shares; 2025Q1: 8,686 shares; 2025Q2: 9,975 shares; 2025Q3: 10,582 shares; 2025Q4: 10,673 shares 10,673 $3.34M 0.55% +91 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,918 shares; 2024Q4: 79,433 shares; 2025Q1: 137,114 shares; 2025Q2: 63,909 shares; 2025Q3: 65,436 shares; 2025Q4: 66,955 shares 66,955 $3.13M 0.52% +1,519 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: 6,735 shares; 2024Q4: 7,732 shares; 2025Q1: 8,037 shares; 2025Q2: 8,112 shares; 2025Q3: 8,299 shares; 2025Q4: 8,746 shares 8,746 $3.03M 0.5% +447 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: 6,148 shares; 2024Q4: 6,452 shares; 2025Q1: 8,587 shares; 2025Q2: 9,606 shares; 2025Q3: 12,505 shares; 2025Q4: 13,524 shares 13,524 $2.87M 0.47% +1,019 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: 26,216 shares; 2024Q4: 25,463 shares; 2025Q1: 24,540 shares; 2025Q2: 24,421 shares; 2025Q3: 25,022 shares; 2025Q4: 25,030 shares 25,030 $2.79M 0.46% +8 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 3,034 shares; 2025Q1: 3,031 shares; 2025Q2: 3,020 shares; 2025Q3: 2,999 shares; 2025Q4: 2,994 shares 2,994 $2.58M 0.43% -5 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: 17,720 shares; 2024Q4: 18,523 shares; 2025Q1: 18,782 shares; 2025Q2: 18,592 shares; 2025Q3: 17,840 shares; 2025Q4: 20,003 shares 20,003 $2.41M 0.4% +2,163 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,708 shares 19,708 $2.4M 0.4% new Timeline IBHF 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: 426,962 shares; 2024Q4: 424,270 shares; 2025Q1: 121,652 shares; 2025Q2: 100,262 shares; 2025Q3: 107,836 shares; 2025Q4: 102,869 shares 102,869 $2.37M 0.39% -4,967 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: 18,649 shares; 2024Q4: 18,285 shares; 2025Q1: 18,304 shares; 2025Q2: 18,551 shares; 2025Q3: 19,157 shares; 2025Q4: 19,398 shares 19,398 $2.24M 0.37% +241 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: 45,690 shares; 2024Q4: 54,021 shares; 2025Q1: 52,363 shares; 2025Q2: 49,751 shares; 2025Q3: 50,195 shares; 2025Q4: 50,326 shares 50,326 $2.23M 0.37% +131 Timeline DJAN 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: 47,505 shares; 2024Q4: 55,478 shares; 2025Q1: 53,739 shares; 2025Q2: 50,712 shares; 2025Q3: 50,876 shares; 2025Q4: 51,314 shares 51,314 $2.23M 0.37% +438 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: 49,844 shares; 2024Q4: 58,210 shares; 2025Q1: 56,184 shares; 2025Q2: 52,884 shares; 2025Q3: 51,942 shares; 2025Q4: 52,859 shares 52,859 $2.08M 0.34% +917 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,642 shares; 2025Q3: 57,642 shares; 2025Q4: 57,642 shares 57,642 $2.08M 0.34% 0 Timeline IBDR 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: 385,024 shares; 2024Q4: 395,452 shares; 2025Q1: 51,784 shares; 2025Q2: 58,760 shares; 2025Q3: 73,765 shares; 2025Q4: 85,229 shares 85,229 $2.07M 0.34% +11,464 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: 13,792 shares; 2024Q4: 14,236 shares; 2025Q1: 14,803 shares; 2025Q2: 14,503 shares; 2025Q3: 14,933 shares; 2025Q4: 14,123 shares 14,123 $2.02M 0.33% -810 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: 2,078 shares; 2024Q4: 2,497 shares; 2025Q1: 2,912 shares; 2025Q2: 3,060 shares; 2025Q3: 3,131 shares; 2025Q4: 3,061 shares 3,061 $2.02M 0.33% -70 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,116 shares; 2025Q1: 4,094 shares; 2025Q2: 4,122 shares; 2025Q3: 4,041 shares; 2025Q4: 4,031 shares 4,031 $1.95M 0.32% -10 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: 18,833 shares; 2024Q4: 21,681 shares; 2025Q1: 25,338 shares; 2025Q2: 27,092 shares; 2025Q3: 47,048 shares; 2025Q4: 48,173 shares 48,173 $1.85M 0.3% +1,125 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: 21,329 shares; 2024Q4: 21,736 shares; 2025Q1: 21,787 shares; 2025Q2: 21,246 shares; 2025Q3: 21,228 shares; 2025Q4: 21,605 shares 21,605 $1.66M 0.27% +377 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 8,588 shares; 2025Q1: 8,345 shares; 2025Q2: 5,993 shares; 2025Q3: 37,248 shares; 2025Q4: 39,529 shares 39,529 $1.52M 0.25% +2,281 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: 5,386 shares; 2024Q4: 5,808 shares; 2025Q1: 6,227 shares; 2025Q2: 6,402 shares; 2025Q3: 6,640 shares; 2025Q4: 6,600 shares 6,600 $1.51M 0.25% -40 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: 28,138 shares; 2024Q4: 28,138 shares; 2025Q1: 27,813 shares; 2025Q2: 25,988 shares; 2025Q3: 24,668 shares; 2025Q4: 24,641 shares 24,641 $1.4M 0.23% -27 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,668 shares; 2025Q1: 10,399 shares; 2025Q2: 10,423 shares; 2025Q3: 10,265 shares; 2025Q4: 10,268 shares 10,268 $1.36M 0.22% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,772 shares 28,772 $1.3M 0.21% new 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: 4,811 shares; 2024Q4: 4,915 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 25,472 shares 25,472 $1.24M 0.21% +20,557 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,209 shares; 2024Q4: 81,457 shares; 2025Q1: 82,462 shares; 2025Q2: 84,356 shares; 2025Q3: 85,379 shares; 2025Q4: 86,392 shares 86,392 $1.24M 0.2% +1,013 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,467 shares; 2024Q4: 17,740 shares; 2025Q1: 19,506 shares; 2025Q2: 19,057 shares; 2025Q3: 25,005 shares; 2025Q4: 24,802 shares 24,802 $1.21M 0.2% -203 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: 2,359 shares; 2024Q4: 2,753 shares; 2025Q1: 2,770 shares; 2025Q2: 2,936 shares; 2025Q3: 3,014 shares; 2025Q4: 3,420 shares 3,420 $1.2M 0.2% +406 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: 2,753 shares; 2024Q4: 3,453 shares; 2025Q1: 3,350 shares; 2025Q2: 3,171 shares; 2025Q3: 3,378 shares; 2025Q4: 3,774 shares 3,774 $1.18M 0.2% +396 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: 4,968 shares; 2024Q4: 2,692 shares; 2025Q1: 2,710 shares; 2025Q2: 2,735 shares; 2025Q3: 2,847 shares; 2025Q4: 2,925 shares 2,925 $1.16M 0.19% +78 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: 14,828 shares; 2024Q4: 14,890 shares; 2025Q1: 15,005 shares; 2025Q2: 14,859 shares; 2025Q3: 14,386 shares; 2025Q4: 11,198 shares 11,198 $1.15M 0.19% -3,188 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: 26,517 shares; 2024Q4: 26,628 shares; 2025Q1: 26,467 shares; 2025Q2: 25,753 shares; 2025Q3: 25,735 shares; 2025Q4: 25,735 shares 25,735 $1.14M 0.19% 0 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: 31,262 shares; 2024Q4: 50,529 shares; 2025Q1: 9,264 shares; 2025Q2: 8,605 shares; 2025Q3: 8,126 shares; 2025Q4: 8,125 shares 8,125 $1.12M 0.19% -1 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: 1,210 shares; 2024Q4: 1,399 shares; 2025Q1: 2,015 shares; 2025Q2: 1,905 shares; 2025Q3: 1,969 shares; 2025Q4: 2,225 shares 2,225 $1.12M 0.18% +256 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: 831 shares; 2024Q4: 962 shares; 2025Q1: 908 shares; 2025Q2: 901 shares; 2025Q3: 889 shares; 2025Q4: 1,037 shares 1,037 $1.11M 0.18% +148 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: 17,594 shares; 2024Q4: 17,607 shares; 2025Q1: 17,156 shares; 2025Q2: 16,819 shares; 2025Q3: 15,260 shares; 2025Q4: 15,974 shares 15,974 $1.11M 0.18% +714 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: 69,458 shares; 2024Q4: 21,468 shares; 2025Q1: 18,554 shares; 2025Q2: 8,458 shares; 2025Q3: 16,261 shares; 2025Q4: 10,783 shares 10,783 $1.08M 0.18% -5,478 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: 10,887 shares; 2024Q4: 11,141 shares; 2025Q1: 11,318 shares; 2025Q2: 11,800 shares; 2025Q3: 13,300 shares; 2025Q4: 14,913 shares 14,913 $1.04M 0.17% +1,613 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: 3,605 shares; 2024Q4: 4,008 shares; 2025Q1: 4,937 shares; 2025Q2: 4,918 shares; 2025Q3: 5,084 shares; 2025Q4: 4,980 shares 4,980 $1.03M 0.17% -104 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 26,607 shares; 2025Q1: 26,001 shares; 2025Q2: 26,148 shares; 2025Q3: 26,893 shares; 2025Q4: 26,991 shares 26,991 $978K 0.16% +98 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: 14,642 shares; 2024Q4: 35,063 shares; 2025Q1: 34,514 shares; 2025Q2: 38,642 shares; 2025Q3: 38,413 shares; 2025Q4: 38,927 shares 38,927 $969K 0.16% +514 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: 33,099 shares; 2024Q4: 32,448 shares; 2025Q1: 34,920 shares; 2025Q2: 33,787 shares; 2025Q3: 37,821 shares; 2025Q4: 37,772 shares 37,772 $938K 0.15% -49 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: 3,233 shares; 2024Q4: 3,821 shares; 2025Q1: 4,424 shares; 2025Q2: 4,559 shares; 2025Q3: 5,836 shares; 2025Q4: 6,087 shares 6,087 $928K 0.15% +251 Timeline RFG 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: 23,099 shares; 2024Q4: 22,816 shares; 2025Q1: 22,571 shares; 2025Q2: 19,462 shares; 2025Q3: 17,667 shares; 2025Q4: 17,337 shares 17,337 $909K 0.15% -330 Timeline MDYV 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: 11,849 shares; 2024Q4: 11,703 shares; 2025Q1: 11,677 shares; 2025Q2: 11,677 shares; 2025Q3: 10,667 shares; 2025Q4: 10,667 shares 10,667 $903K 0.15% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,854 shares; 2024Q4: 23,339 shares; 2025Q1: 25,430 shares; 2025Q2: 28,796 shares; 2025Q3: 28,526 shares; 2025Q4: 28,728 shares 28,728 $863K 0.14% +202 Timeline ARKG 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: not reported; 2025Q4: 28,765 shares 28,765 $833K 0.14% new 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: 1,814 shares; 2024Q4: 2,016 shares; 2025Q1: 2,598 shares; 2025Q2: 2,617 shares; 2025Q3: 2,663 shares; 2025Q4: 2,735 shares 2,735 $810K 0.13% +72 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: 130,599 shares; 2024Q4: 141,167 shares; 2025Q1: 151,829 shares; 2025Q2: 15,324 shares; 2025Q3: 13,967 shares; 2025Q4: 13,228 shares 13,228 $796K 0.13% -739 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: 6,308 shares; 2024Q4: 6,393 shares; 2025Q1: 7,608 shares; 2025Q2: 6,893 shares; 2025Q3: 6,613 shares; 2025Q4: 6,615 shares 6,615 $795K 0.13% +2 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: 6,133 shares; 2024Q4: 6,484 shares; 2025Q1: 5,963 shares; 2025Q2: 6,054 shares; 2025Q3: 6,452 shares; 2025Q4: 7,514 shares 7,514 $791K 0.13% +1,062 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: 1,326 shares; 2024Q4: 1,367 shares; 2025Q1: 1,373 shares; 2025Q2: 1,490 shares; 2025Q3: 1,582 shares; 2025Q4: 1,607 shares 1,607 $753K 0.12% +25 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,803 shares; 2024Q4: 8,803 shares; 2025Q1: 8,803 shares; 2025Q2: 8,542 shares; 2025Q3: 7,702 shares; 2025Q4: 8,262 shares 8,262 $752K 0.12% +560 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: 1,038 shares; 2024Q4: 1,123 shares; 2025Q1: 1,136 shares; 2025Q2: 1,192 shares; 2025Q3: 1,188 shares; 2025Q4: 1,313 shares 1,313 $749K 0.12% +125 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,489 shares; 2025Q2: 4,467 shares; 2025Q3: 4,295 shares; 2025Q4: 4,190 shares 4,190 $745K 0.12% -105 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 15,956 shares; 2025Q1: 14,594 shares; 2025Q2: 14,252 shares; 2025Q3: 14,119 shares; 2025Q4: 14,523 shares 14,523 $740K 0.12% +404 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,186 shares; 2025Q4: 12,874 shares 12,874 $737K 0.12% -312 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: 1,729 shares; 2024Q4: 1,839 shares; 2025Q1: 1,826 shares; 2025Q2: 1,830 shares; 2025Q3: 2,028 shares; 2025Q4: 2,122 shares 2,122 $730K 0.12% +94 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,061 shares; 2025Q1: 918 shares; 2025Q2: 1,354 shares; 2025Q3: 1,431 shares; 2025Q4: 1,615 shares 1,615 $726K 0.12% +184 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,872 shares; 2024Q4: 15,951 shares; 2025Q1: 14,636 shares; 2025Q2: 13,873 shares; 2025Q3: 13,740 shares; 2025Q4: 14,084 shares 14,084 $711K 0.12% +344 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,933 shares; 2025Q1: 4,769 shares; 2025Q2: 7,724 shares; 2025Q3: 7,081 shares; 2025Q4: 6,738 shares 6,738 $698K 0.12% -343 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 399 shares; 2025Q2: 453 shares; 2025Q3: 730 shares; 2025Q4: 626 shares 626 $670K 0.11% -104 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 2,408 shares; 2025Q1: 2,466 shares; 2025Q2: 2,505 shares; 2025Q3: 2,818 shares; 2025Q4: 2,773 shares 2,773 $669K 0.11% -45 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: 11,407 shares; 2024Q4: 11,407 shares; 2025Q1: 12,351 shares; 2025Q2: 12,421 shares; 2025Q3: 12,771 shares; 2025Q4: 13,446 shares 13,446 $668K 0.11% +675 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: 20,637 shares; 2025Q4: 21,593 shares 21,593 $652K 0.11% +956 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: 1,694 shares; 2024Q4: 1,859 shares; 2025Q1: 1,975 shares; 2025Q2: 1,993 shares; 2025Q3: 2,001 shares; 2025Q4: 1,946 shares 1,946 $637K 0.11% -55 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: 1,123 shares; 2024Q4: 1,152 shares; 2025Q1: 1,193 shares; 2025Q2: 1,212 shares; 2025Q3: 1,262 shares; 2025Q4: 1,491 shares 1,491 $629K 0.1% +229 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: 963 shares; 2024Q4: 972 shares; 2025Q1: 969 shares; 2025Q2: 984 shares; 2025Q3: 1,053 shares; 2025Q4: 1,089 shares 1,089 $624K 0.1% +36 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: 6,720 shares; 2024Q4: 6,737 shares; 2025Q1: 5,996 shares; 2025Q2: 5,976 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares 5,780 $617K 0.1% 0 Timeline IYF 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: 4,447 shares; 2024Q4: 4,449 shares; 2025Q1: 4,451 shares; 2025Q2: 4,453 shares; 2025Q3: 4,454 shares; 2025Q4: 4,456 shares 4,456 $575K 0.09% +2 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: 2,581 shares; 2024Q4: 9,616 shares; 2025Q1: 9,778 shares; 2025Q2: 22,645 shares; 2025Q3: 20,607 shares; 2025Q4: 20,463 shares 20,463 $561K 0.09% -144 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: 3,810 shares; 2024Q4: 4,087 shares; 2025Q1: 4,271 shares; 2025Q2: 4,058 shares; 2025Q3: 4,098 shares; 2025Q4: 3,847 shares 3,847 $552K 0.09% -251 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 1,916 shares 1,916 $547K 0.09% +394 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: 3,411 shares; 2024Q4: 3,840 shares; 2025Q1: 3,897 shares; 2025Q2: 3,944 shares; 2025Q3: 3,926 shares; 2025Q4: 4,362 shares 4,362 $547K 0.09% +436 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: 31,173 shares; 2024Q4: 28,620 shares; 2025Q1: 33,668 shares; 2025Q2: 3,129 shares; 2025Q3: 2,151 shares; 2025Q4: 2,204 shares 2,204 $542K 0.09% +53 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: not reported; 2025Q3: 8,421 shares; 2025Q4: 8,322 shares 8,322 $536K 0.09% -99 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: 16,577 shares; 2024Q4: 16,013 shares; 2025Q1: 14,134 shares; 2025Q2: 13,824 shares; 2025Q3: 12,721 shares; 2025Q4: 12,721 shares 12,721 $528K 0.09% 0 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: 1,529 shares; 2024Q4: 1,812 shares; 2025Q1: 1,688 shares; 2025Q2: 1,615 shares; 2025Q3: 1,581 shares; 2025Q4: 1,705 shares 1,705 $521K 0.09% +124 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 1,668 shares; 2025Q4: 1,676 shares 1,676 $520K 0.09% +8 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,086 shares; 2025Q1: 27,314 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,638 shares 6,638 $511K 0.08% new 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: 2,286 shares; 2024Q4: 2,420 shares; 2025Q1: 2,631 shares; 2025Q2: 2,662 shares; 2025Q3: 2,558 shares; 2025Q4: 2,619 shares 2,619 $510K 0.08% +61 Timeline FLMB 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: 30,812 shares; 2024Q4: 31,263 shares; 2025Q1: 27,776 shares; 2025Q2: 21,567 shares; 2025Q3: 21,216 shares; 2025Q4: 21,216 shares 21,216 $505K 0.08% 0 Timeline DAUG 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: 34,997 shares; 2024Q4: 32,739 shares; 2025Q1: 31,267 shares; 2025Q2: 11,974 shares; 2025Q3: 11,296 shares; 2025Q4: 11,264 shares 11,264 $499K 0.08% -32 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,555 shares; 2024Q4: 5,479 shares; 2025Q1: 5,476 shares; 2025Q2: 4,980 shares; 2025Q3: 4,845 shares; 2025Q4: 4,800 shares 4,800 $494K 0.08% -45 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 2,155 shares; 2025Q4: 2,299 shares 2,299 $492K 0.08% +144 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: 6,260 shares; 2025Q3: 4,298 shares; 2025Q4: 4,324 shares 4,324 $489K 0.08% +26 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: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares 5,180 $488K 0.08% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,980 shares; 2024Q4: 9,754 shares; 2025Q1: 8,631 shares; 2025Q2: 8,443 shares; 2025Q3: 11,332 shares; 2025Q4: 11,294 shares 11,294 $484K 0.08% -38 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: 7,351 shares; 2024Q4: 11,388 shares; 2025Q1: 9,617 shares; 2025Q2: 10,636 shares; 2025Q3: 10,707 shares; 2025Q4: 11,648 shares 11,648 $474K 0.08% +941 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: 1,027 shares; 2024Q4: 1,142 shares; 2025Q1: 1,175 shares; 2025Q2: 1,168 shares; 2025Q3: 1,166 shares; 2025Q4: 1,454 shares 1,454 $463K 0.08% +288 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,909 shares; 2025Q1: 7,072 shares; 2025Q2: 6,999 shares; 2025Q3: 8,276 shares; 2025Q4: 8,469 shares 8,469 $457K 0.08% +193 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: 1,850 shares; 2024Q4: 1,957 shares; 2025Q1: 2,732 shares; 2025Q2: 2,825 shares; 2025Q3: 2,840 shares; 2025Q4: 2,799 shares 2,799 $449K 0.07% -41 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: 123,620 shares; 2024Q4: 133,406 shares; 2025Q1: 11,464 shares; 2025Q2: 11,620 shares; 2025Q3: 10,274 shares; 2025Q4: 9,956 shares 9,956 $442K 0.07% -318 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: 1,025 shares; 2024Q4: 1,034 shares; 2025Q1: 1,253 shares; 2025Q2: 1,127 shares; 2025Q3: 1,182 shares; 2025Q4: 1,303 shares 1,303 $437K 0.07% +121 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,811 shares; 2025Q3: 6,614 shares; 2025Q4: 5,799 shares 5,799 $435K 0.07% -815 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 5,811 shares; 2025Q1: 5,786 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,335 shares 5,335 $425K 0.07% -75 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: 2,579 shares; 2024Q4: not reported; 2025Q1: 2,396 shares; 2025Q2: 2,627 shares; 2025Q3: 4,727 shares; 2025Q4: 9,453 shares 9,453 $423K 0.07% +4,726 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: 703 shares; 2024Q4: 715 shares; 2025Q1: 895 shares; 2025Q2: 758 shares; 2025Q3: 700 shares; 2025Q4: 699 shares 699 $422K 0.07% -1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 1,564 shares; 2025Q1: 1,692 shares; 2025Q2: 1,738 shares; 2025Q3: 1,792 shares; 2025Q4: 2,269 shares 2,269 $418K 0.07% +477 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: 545 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 546 shares 546 $411K 0.07% +1 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,311 shares 2,311 $406K 0.07% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,074 shares; 2024Q4: 18,074 shares; 2025Q1: 18,074 shares; 2025Q2: 18,074 shares; 2025Q3: 16,674 shares; 2025Q4: 15,043 shares 15,043 $403K 0.07% -1,631 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: 436 shares; 2025Q2: 413 shares; 2025Q3: 444 shares; 2025Q4: 458 shares 458 $403K 0.07% +14 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,819 shares; 2025Q3: 10,773 shares; 2025Q4: 10,886 shares 10,886 $398K 0.07% +113 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: 795 shares; 2024Q4: 1,004 shares; 2025Q1: 996 shares; 2025Q2: 1,007 shares; 2025Q3: 1,289 shares; 2025Q4: 1,163 shares 1,163 $384K 0.06% -126 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: 2,605 shares; 2024Q4: 2,547 shares; 2025Q1: 2,627 shares; 2025Q2: 1,323 shares; 2025Q3: 1,327 shares; 2025Q4: 2,654 shares 2,654 $382K 0.06% +1,327 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,453 shares; 2025Q1: 2,304 shares; 2025Q2: 2,331 shares; 2025Q3: 2,315 shares; 2025Q4: 2,310 shares 2,310 $370K 0.06% -5 Timeline IBMP 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: 11,648 shares; 2024Q4: 11,648 shares; 2025Q1: 10,691 shares; 2025Q2: 10,251 shares; 2025Q3: 10,158 shares; 2025Q4: 14,526 shares 14,526 $369K 0.06% +4,368 Timeline IBMQ 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: 11,576 shares; 2024Q4: 11,576 shares; 2025Q1: 10,626 shares; 2025Q2: 10,367 shares; 2025Q3: 10,274 shares; 2025Q4: 14,395 shares 14,395 $368K 0.06% +4,121 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,859 shares; 2025Q3: 1,975 shares; 2025Q4: 1,998 shares 1,998 $366K 0.06% +23 Timeline IYJ 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: 2,454 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,457 shares 2,457 $364K 0.06% +1 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: 28,824 shares; 2024Q4: 32,328 shares; 2025Q1: 35,747 shares; 2025Q2: 1,898 shares; 2025Q3: 1,904 shares; 2025Q4: 1,806 shares 1,806 $359K 0.06% -98 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 2,528 shares; 2025Q4: 2,521 shares 2,521 $356K 0.06% -7 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: 6,839 shares; 2024Q4: 6,839 shares; 2025Q1: 6,585 shares; 2025Q2: 6,525 shares; 2025Q3: 5,895 shares; 2025Q4: 5,669 shares 5,669 $354K 0.06% -226 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,492 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,192 shares 6,192 $337K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,549 shares; 2025Q2: 10,578 shares; 2025Q3: 10,957 shares; 2025Q4: 10,990 shares 10,990 $336K 0.06% +33 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: 525 shares; 2024Q4: 551 shares; 2025Q1: 564 shares; 2025Q2: 554 shares; 2025Q3: 560 shares; 2025Q4: 592 shares 592 $335K 0.06% +32 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,343 shares; 2025Q1: 10,344 shares; 2025Q2: 10,364 shares; 2025Q3: 10,076 shares; 2025Q4: 9,987 shares 9,987 $332K 0.05% -89 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 2,892 shares; 2025Q4: 2,915 shares 2,915 $332K 0.05% +23 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: 919 shares; 2024Q4: 944 shares; 2025Q1: 1,005 shares; 2025Q2: 1,090 shares; 2025Q3: 1,099 shares; 2025Q4: 1,110 shares 1,110 $321K 0.05% +11 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: 1,310 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,463 shares; 2025Q3: 1,525 shares; 2025Q4: 1,450 shares 1,450 $319K 0.05% -75 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,014 shares; 2025Q1: 1,327 shares; 2025Q2: 1,354 shares; 2025Q3: 1,108 shares; 2025Q4: 1,125 shares 1,125 $314K 0.05% +17 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,282 shares; 2025Q1: 2,100 shares; 2025Q2: 2,065 shares; 2025Q3: 1,876 shares; 2025Q4: 1,808 shares 1,808 $314K 0.05% -68 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares 5,170 $313K 0.05% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,393 shares; 2025Q1: 1,414 shares; 2025Q2: 1,382 shares; 2025Q3: 1,352 shares; 2025Q4: 1,291 shares 1,291 $299K 0.05% -61 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,940 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares 1,989 $296K 0.05% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,990 shares 8,990 $295K 0.05% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 441 shares; 2025Q4: 466 shares 466 $292K 0.05% +25 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 4,683 shares; 2025Q4: 4,824 shares 4,824 $290K 0.05% +141 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,266 shares; 2025Q1: 1,272 shares; 2025Q2: 1,315 shares; 2025Q3: 1,281 shares; 2025Q4: 1,315 shares 1,315 $289K 0.05% +34 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: 607 shares; 2024Q4: 692 shares; 2025Q1: 687 shares; 2025Q2: 650 shares; 2025Q3: 798 shares; 2025Q4: 808 shares 808 $283K 0.05% +10 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,741 shares 5,741 $283K 0.05% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,390 shares; 2025Q1: 1,307 shares; 2025Q2: 1,279 shares; 2025Q3: 1,217 shares; 2025Q4: 1,087 shares 1,087 $280K 0.05% -130 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 920 shares; 2025Q4: 908 shares 908 $280K 0.05% -12 Timeline SJNK 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: 10,387 shares; 2025Q4: 10,890 shares 10,890 $276K 0.05% +503 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,324 shares 1,324 $276K 0.05% +11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,647 shares; 2025Q1: 1,458 shares; 2025Q2: 1,486 shares; 2025Q3: 1,475 shares; 2025Q4: 1,113 shares 1,113 $274K 0.05% -362 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $274K 0.05% 0 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: not reported; 2025Q3: not reported; 2025Q4: 3,903 shares 3,903 $272K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,672 shares; 2025Q4: 1,672 shares 1,672 $272K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,099 shares; 2025Q1: 2,089 shares; 2025Q2: 2,054 shares; 2025Q3: 1,873 shares; 2025Q4: 1,674 shares 1,674 $271K 0.04% -199 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 321 shares; 2025Q1: 326 shares; 2025Q2: 334 shares; 2025Q3: 332 shares; 2025Q4: 335 shares 335 $271K 0.04% +3 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 609 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $269K 0.04% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 5,785 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares 5,785 $267K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,232 shares 5,232 $265K 0.04% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,611 shares; 2025Q1: 3,785 shares; 2025Q2: 7,550 shares; 2025Q3: 6,721 shares; 2025Q4: 6,570 shares 6,570 $264K 0.04% -151 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: 2,515 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,454 shares; 2025Q4: 2,422 shares 2,422 $263K 0.04% -32 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 466 shares; 2025Q4: 473 shares 473 $261K 0.04% +7 Timeline IBMO 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: 15,046 shares; 2024Q4: 15,046 shares; 2025Q1: 14,095 shares; 2025Q2: 13,655 shares; 2025Q3: 13,562 shares; 2025Q4: 10,178 shares 10,178 $261K 0.04% -3,384 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares 448 $260K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: 700 shares 700 $259K 0.04% +38 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: not reported; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares 3,046 $255K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: 1,571 shares 1,571 $253K 0.04% -15 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,412 shares 1,412 $251K 0.04% +25 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares; 2025Q4: 200 shares 200 $243K 0.04% +6 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: 2,379 shares; 2024Q4: 2,910 shares; 2025Q1: 2,789 shares; 2025Q2: 2,398 shares; 2025Q3: 3,223 shares; 2025Q4: 2,867 shares 2,867 $241K 0.04% -356 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares 2,526 $238K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,342 shares; 2025Q1: 1,549 shares; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,453 shares 1,453 $237K 0.04% +12 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares 4,280 $235K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares 2,932 $235K 0.04% new Timeline FHLC 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: 3,156 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,156 shares 3,156 $234K 0.04% 0 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: 51,125 shares; 2024Q4: 56,541 shares; 2025Q1: 60,595 shares; 2025Q2: 2,292 shares; 2025Q3: 2,217 shares; 2025Q4: 2,054 shares 2,054 $234K 0.04% -163 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,284 shares; 2025Q4: 3,265 shares 3,265 $233K 0.04% -19 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,795 shares; 2025Q2: not reported; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares 2,834 $230K 0.04% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares 1,537 $229K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,168 shares; 2025Q4: 883 shares 883 $227K 0.04% -285 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,198 shares; 2025Q1: 5,869 shares; 2025Q2: 5,176 shares; 2025Q3: 5,187 shares; 2025Q4: 5,049 shares 5,049 $226K 0.04% -138 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: 3,131 shares; 2024Q4: 3,337 shares; 2025Q1: 3,301 shares; 2025Q2: 3,305 shares; 2025Q3: 3,342 shares; 2025Q4: 1,910 shares 1,910 $224K 0.04% -1,432 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 385 shares; 2025Q4: 390 shares 390 $221K 0.04% +5 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 485 shares 485 $220K 0.04% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,639 shares; 2025Q4: 2,564 shares 2,564 $220K 0.04% -75 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,446 shares; 2025Q1: 2,259 shares; 2025Q2: 2,267 shares; 2025Q3: 2,153 shares; 2025Q4: 1,948 shares 1,948 $218K 0.04% -205 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares 1,418 $218K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 216 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 249 shares; 2025Q4: 1,413 shares 1,413 $216K 0.04% +1,164 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares 1,644 $215K 0.04% new 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: 2,958 shares; 2024Q4: 2,965 shares; 2025Q1: 2,958 shares; 2025Q2: 2,807 shares; 2025Q3: 2,817 shares; 2025Q4: 2,770 shares 2,770 $215K 0.04% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares 261 $214K 0.04% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,253 shares 1,253 $212K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares 413 $211K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,245 shares 2,245 $209K 0.03% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares 1,750 $204K 0.03% new 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: 133,858 shares; 2024Q4: 137,300 shares; 2025Q1: 143,657 shares; 2025Q2: 5,414 shares; 2025Q3: not reported; 2025Q4: 4,049 shares 4,049 $202K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 4,210 shares; 2025Q1: 4,217 shares; 2025Q2: not reported; 2025Q3: 3,442 shares; 2025Q4: 3,437 shares 3,437 $201K 0.03% -5 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,867 shares; 2025Q1: 1,979 shares; 2025Q2: 2,090 shares; 2025Q3: 1,939 shares; 2025Q4: 1,553 shares 1,553 $200K 0.03% -386 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares; 2025Q4: 10,586 shares 10,586 $199K 0.03% -54 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,135 shares; 2025Q4: 10,084 shares 10,084 $199K 0.03% -51 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,201 shares; 2025Q4: 10,149 shares 10,149 $199K 0.03% -52 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,172 shares 10,172 $176K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,816 shares; 2025Q4: 10,995 shares 10,995 $144K 0.02% +179 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,190 shares; 2024Q4: 40,190 shares; 2025Q1: 40,190 shares; 2025Q2: 40,190 shares; 2025Q3: 40,190 shares; 2025Q4: 40,190 shares 40,190 $142K 0.02% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,164 shares; 2024Q4: 11,164 shares; 2025Q1: 11,164 shares; 2025Q2: 11,164 shares; 2025Q3: 11,164 shares; 2025Q4: 11,164 shares 11,164 $140K 0.02% 0 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,100 shares; 2024Q4: 26,100 shares; 2025Q1: 26,100 shares; 2025Q2: 26,100 shares; 2025Q3: 26,100 shares; 2025Q4: 26,100 shares 26,100 $121K 0.02% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $54.3K 0.01% 0 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $31.3K 0.01% 0 Timeline