BRNY 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: 13,344 shares; 2024Q4: 101,576 shares; 2025Q1: 1,012,014 shares; 2025Q2: 1,291,929 shares; 2025Q3: 1,525,033 shares; 2025Q4: 1,649,477 shares 1,649,477 $83.8M 8.25% +124,444 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910,886 shares; 2025Q3: 1,857,979 shares; 2025Q4: 2,015,305 shares 2,015,305 $55.5M 5.46% +157,326 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 884,686 shares; 2025Q2: 1,317,423 shares; 2025Q3: 1,301,246 shares; 2025Q4: 1,203,876 shares 1,203,876 $32M 3.15% -97,370 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: 606,514 shares; 2024Q4: 688,071 shares; 2025Q1: 573,786 shares; 2025Q2: 775,179 shares; 2025Q3: 878,432 shares; 2025Q4: 879,894 shares 879,894 $30.3M 2.98% +1,462 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: 388,320 shares; 2024Q4: 541,090 shares; 2025Q1: 499,149 shares; 2025Q2: 659,729 shares; 2025Q3: 720,381 shares; 2025Q4: 847,042 shares 847,042 $24M 2.37% +126,661 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: 513,209 shares; 2024Q4: 506,543 shares; 2025Q1: 289,299 shares; 2025Q2: 298,967 shares; 2025Q3: 402,044 shares; 2025Q4: 391,713 shares 391,713 $23.5M 2.31% -10,331 Timeline YFYA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,550,806 shares; 2025Q2: 2,143,800 shares; 2025Q3: 2,210,977 shares; 2025Q4: 2,359,234 shares 2,359,234 $23.4M 2.3% +148,257 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: 35,340 shares; 2024Q4: 53,488 shares; 2025Q1: 192,081 shares; 2025Q2: 231,749 shares; 2025Q3: 265,933 shares; 2025Q4: 300,671 shares 300,671 $22.3M 2.2% +34,738 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: 28,766 shares; 2024Q4: 44,724 shares; 2025Q1: 379,653 shares; 2025Q2: 423,017 shares; 2025Q3: 478,364 shares; 2025Q4: 531,514 shares 531,514 $21.9M 2.16% +53,150 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: 3,534 shares; 2024Q4: 3,014 shares; 2025Q1: not reported; 2025Q2: 331,643 shares; 2025Q3: 402,833 shares; 2025Q4: 458,281 shares 458,281 $21.4M 2.1% +55,448 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: 9,413 shares; 2024Q4: 10,136 shares; 2025Q1: 11,019 shares; 2025Q2: 11,341 shares; 2025Q3: 55,669 shares; 2025Q4: 58,035 shares 58,035 $18.2M 1.79% +2,366 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: 67,717 shares; 2024Q4: 95,760 shares; 2025Q1: 142,034 shares; 2025Q2: 171,674 shares; 2025Q3: 191,652 shares; 2025Q4: 231,181 shares 231,181 $18.1M 1.79% +39,529 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: 32,647 shares; 2024Q4: 36,268 shares; 2025Q1: 40,817 shares; 2025Q2: 46,284 shares; 2025Q3: 69,052 shares; 2025Q4: 65,086 shares 65,086 $17.8M 1.75% -3,966 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: 427,287 shares; 2024Q4: 459,914 shares; 2025Q1: 284,043 shares; 2025Q2: 286,257 shares; 2025Q3: 282,350 shares; 2025Q4: 285,021 shares 285,021 $14.1M 1.39% +2,671 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: 8,401 shares; 2024Q4: not reported; 2025Q1: 14,323 shares; 2025Q2: 21,799 shares; 2025Q3: 15,346 shares; 2025Q4: 20,928 shares 20,928 $13M 1.28% +5,582 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: 17,493 shares; 2024Q4: 18,489 shares; 2025Q1: not reported; 2025Q2: 34,049 shares; 2025Q3: 20,686 shares; 2025Q4: 26,279 shares 26,279 $12.8M 1.26% +5,593 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: 25,727 shares; 2024Q4: 29,188 shares; 2025Q1: not reported; 2025Q2: 50,273 shares; 2025Q3: 51,217 shares; 2025Q4: 66,680 shares 66,680 $12.5M 1.23% +15,463 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: 24,320 shares; 2024Q4: 96,906 shares; 2025Q1: 32,989 shares; 2025Q2: 36,939 shares; 2025Q3: 44,895 shares; 2025Q4: 51,063 shares 51,063 $11.9M 1.17% +6,168 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: 21,886 shares; 2024Q4: 21,477 shares; 2025Q1: not reported; 2025Q2: 36,217 shares; 2025Q3: 31,697 shares; 2025Q4: 35,673 shares 35,673 $11.5M 1.14% +3,976 Timeline FLRN 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: 221,078 shares; 2025Q2: 262,012 shares; 2025Q3: 318,985 shares; 2025Q4: 372,698 shares 372,698 $11.4M 1.13% +53,713 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: 5,745 shares; 2024Q4: 92,629 shares; 2025Q1: 51,562 shares; 2025Q2: 53,418 shares; 2025Q3: 41,651 shares; 2025Q4: 32,689 shares 32,689 $11.4M 1.13% -8,962 Timeline FMF 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: 29,670 shares; 2024Q4: 37,125 shares; 2025Q1: 139,405 shares; 2025Q2: 183,998 shares; 2025Q3: 206,258 shares; 2025Q4: 217,933 shares 217,933 $10.3M 1.01% +11,675 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: 18,974 shares; 2024Q4: 20,485 shares; 2025Q1: 15,234 shares; 2025Q2: 21,297 shares; 2025Q3: 8,511 shares; 2025Q4: 13,514 shares 13,514 $9.28M 0.91% +5,003 Timeline FTLS 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: 11,298 shares; 2024Q4: 16,783 shares; 2025Q1: 89,790 shares; 2025Q2: 116,591 shares; 2025Q3: 122,391 shares; 2025Q4: 128,742 shares 128,742 $9.21M 0.91% +6,351 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 14,478 shares; 2025Q1: not reported; 2025Q2: 9,877 shares; 2025Q3: 18,740 shares; 2025Q4: 14,738 shares 14,738 $9.13M 0.9% -4,002 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,661 shares; 2025Q1: not reported; 2025Q2: 7,352 shares; 2025Q3: 9,703 shares; 2025Q4: 13,532 shares 13,532 $9.01M 0.89% +3,829 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: 23,741 shares; 2024Q4: 24,646 shares; 2025Q1: 41,292 shares; 2025Q2: 106,077 shares; 2025Q3: 120,503 shares; 2025Q4: 120,456 shares 120,456 $8.45M 0.83% -47 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: 6,046 shares; 2024Q4: 5,773 shares; 2025Q1: 22,926 shares; 2025Q2: 17,747 shares; 2025Q3: 15,653 shares; 2025Q4: 15,798 shares 15,798 $7.96M 0.78% +145 Timeline FAAR 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: 29,964 shares; 2024Q4: 43,637 shares; 2025Q1: 185,248 shares; 2025Q2: 246,012 shares; 2025Q3: 265,139 shares; 2025Q4: 287,296 shares 287,296 $7.84M 0.77% +22,157 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: 13,171 shares; 2024Q4: 13,706 shares; 2025Q1: 13,876 shares; 2025Q2: 14,651 shares; 2025Q3: 11,979 shares; 2025Q4: 11,917 shares 11,917 $7.53M 0.74% -62 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: 21,424 shares; 2025Q3: 24,086 shares; 2025Q4: 28,070 shares 28,070 $7.14M 0.7% +3,984 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: 112 shares; 2024Q4: 330 shares; 2025Q1: 6,744 shares; 2025Q2: 5,733 shares; 2025Q3: 6,814 shares; 2025Q4: 7,783 shares 7,783 $6.44M 0.63% +969 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: 1,576 shares; 2024Q4: 2,139 shares; 2025Q1: 11,388 shares; 2025Q2: 40,058 shares; 2025Q3: 50,222 shares; 2025Q4: 56,634 shares 56,634 $5.69M 0.56% +6,412 Timeline ACWX 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: 109,181 shares; 2024Q4: 123,108 shares; 2025Q1: not reported; 2025Q2: 80,495 shares; 2025Q3: 80,409 shares; 2025Q4: 84,273 shares 84,273 $5.68M 0.56% +3,864 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: 9,661 shares; 2024Q4: 8,259 shares; 2025Q1: not reported; 2025Q2: 8,020 shares; 2025Q3: 8,117 shares; 2025Q4: 8,212 shares 8,212 $5.67M 0.56% +95 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: 476 shares; 2024Q4: 5,320 shares; 2025Q1: not reported; 2025Q2: 8,231 shares; 2025Q3: 4,946 shares; 2025Q4: 56,524 shares 56,524 $5.3M 0.52% +51,578 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 941 shares; 2025Q1: 11,649 shares; 2025Q2: 20,516 shares; 2025Q3: 24,397 shares; 2025Q4: 27,978 shares 27,978 $5.19M 0.51% +3,581 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: 1,037,851 shares; 2024Q4: 1,992,193 shares; 2025Q1: 320,690 shares; 2025Q2: 120,142 shares; 2025Q3: 114,478 shares; 2025Q4: 114,874 shares 114,874 $5.1M 0.5% +396 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: 571 shares; 2024Q4: 1,598 shares; 2025Q1: 21,497 shares; 2025Q2: 39,148 shares; 2025Q3: 43,247 shares; 2025Q4: 50,060 shares 50,060 $4.95M 0.49% +6,813 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: 20,546 shares; 2024Q4: 31,703 shares; 2025Q1: 42,073 shares; 2025Q2: 60,565 shares; 2025Q3: 91,463 shares; 2025Q4: 90,743 shares 90,743 $4.54M 0.45% -720 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: not reported; 2025Q2: not reported; 2025Q3: 13,291 shares; 2025Q4: 15,847 shares 15,847 $4.44M 0.44% +2,556 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: 114,736 shares; 2024Q4: 50,463 shares; 2025Q1: 8,734 shares; 2025Q2: 30,587 shares; 2025Q3: 9,585 shares; 2025Q4: 9,637 shares 9,637 $4.38M 0.43% +52 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: 18,563 shares; 2025Q2: 135,223 shares; 2025Q3: 160,129 shares; 2025Q4: 163,125 shares 163,125 $4.32M 0.43% +2,996 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 277 shares; 2025Q1: 3,495 shares; 2025Q2: 9,790 shares; 2025Q3: 11,072 shares; 2025Q4: 14,187 shares 14,187 $4.25M 0.42% +3,115 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: 738 shares; 2024Q4: 1,883 shares; 2025Q1: not reported; 2025Q2: 14,308 shares; 2025Q3: 17,204 shares; 2025Q4: 21,941 shares 21,941 $4.1M 0.4% +4,737 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: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,706 shares; 2025Q4: 4,397 shares 4,397 $4.06M 0.4% +691 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: 45,431 shares; 2024Q4: 53,060 shares; 2025Q1: 10,393 shares; 2025Q2: 49,769 shares; 2025Q3: 54,465 shares; 2025Q4: 58,064 shares 58,064 $3.88M 0.38% +3,599 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: 28,897 shares; 2024Q4: 31,257 shares; 2025Q1: not reported; 2025Q2: 43,106 shares; 2025Q3: 46,750 shares; 2025Q4: 58,028 shares 58,028 $3.87M 0.38% +11,278 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 30,852 shares; 2025Q1: 108,123 shares; 2025Q2: 103,147 shares; 2025Q3: 121,528 shares; 2025Q4: 132,557 shares 132,557 $3.77M 0.37% +11,029 Timeline FDT 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: 91,596 shares; 2024Q4: 101,910 shares; 2025Q1: 50,320 shares; 2025Q2: 41,054 shares; 2025Q3: 44,270 shares; 2025Q4: 45,824 shares 45,824 $3.66M 0.36% +1,554 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,718 shares; 2024Q4: 11,501 shares; 2025Q1: 11,341 shares; 2025Q2: 11,434 shares; 2025Q3: 11,560 shares; 2025Q4: 11,522 shares 11,522 $3.65M 0.36% -38 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 7,102 shares; 2025Q3: 8,503 shares; 2025Q4: 9,876 shares 9,876 $3.55M 0.35% +1,373 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: 5,386 shares; 2024Q4: 5,923 shares; 2025Q1: 14,996 shares; 2025Q2: 4,906 shares; 2025Q3: 4,145 shares; 2025Q4: 10,791 shares 10,791 $3.55M 0.35% +6,646 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: 9,585 shares; 2024Q4: 9,300 shares; 2025Q1: 9,088 shares; 2025Q2: 10,180 shares; 2025Q3: 9,850 shares; 2025Q4: 10,175 shares 10,175 $3.52M 0.35% +325 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: 3,426 shares; 2024Q4: 3,437 shares; 2025Q1: 6,454 shares; 2025Q2: 3,486 shares; 2025Q3: 3,839 shares; 2025Q4: 4,038 shares 4,038 $3.5M 0.34% +199 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 1,526 shares; 2025Q1: 16,542 shares; 2025Q2: 27,340 shares; 2025Q3: 33,284 shares; 2025Q4: 39,462 shares 39,462 $3.49M 0.34% +6,178 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: 183,693 shares; 2024Q4: 150,380 shares; 2025Q1: 86,348 shares; 2025Q2: 74,808 shares; 2025Q3: 77,136 shares; 2025Q4: 74,700 shares 74,700 $3.47M 0.34% -2,436 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 11,234 shares; 2025Q2: 22,273 shares; 2025Q3: 24,727 shares; 2025Q4: 27,845 shares 27,845 $3.42M 0.34% +3,118 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: 12,995 shares; 2024Q4: 20,593 shares; 2025Q1: 3,280 shares; 2025Q2: 34,690 shares; 2025Q3: 39,272 shares; 2025Q4: 50,182 shares 50,182 $3.38M 0.33% +10,910 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: not reported; 2025Q2: 16,905 shares; 2025Q3: 19,109 shares; 2025Q4: 22,268 shares 22,268 $3.34M 0.33% +3,159 Timeline FEP 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: 79,901 shares; 2024Q4: 93,438 shares; 2025Q1: 57,613 shares; 2025Q2: 63,242 shares; 2025Q3: 63,377 shares; 2025Q4: 61,884 shares 61,884 $3.34M 0.33% -1,493 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: 9,749 shares; 2024Q4: 11,841 shares; 2025Q1: not reported; 2025Q2: 18,685 shares; 2025Q3: 20,756 shares; 2025Q4: 26,909 shares 26,909 $3.27M 0.32% +6,153 Timeline RWEM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD 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: 85,816 shares; 2025Q2: 96,542 shares; 2025Q3: 111,795 shares; 2025Q4: 110,336 shares 110,336 $3.27M 0.32% -1,459 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: 19,105 shares; 2025Q3: 24,209 shares; 2025Q4: 26,993 shares 26,993 $3.25M 0.32% +2,784 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: 9,984 shares; 2024Q4: 14,520 shares; 2025Q1: not reported; 2025Q2: 25,303 shares; 2025Q3: 28,807 shares; 2025Q4: 37,521 shares 37,521 $3.19M 0.31% +8,714 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 2,720 shares; 2025Q1: 17,310 shares; 2025Q2: 31,615 shares; 2025Q3: 40,101 shares; 2025Q4: 44,745 shares 44,745 $3.14M 0.31% +4,644 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: 35,456 shares; 2024Q4: 31,619 shares; 2025Q1: 28,114 shares; 2025Q2: 46,787 shares; 2025Q3: 41,746 shares; 2025Q4: 29,006 shares 29,006 $3.12M 0.31% -12,740 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 11,355 shares; 2025Q1: not reported; 2025Q2: 24,955 shares; 2025Q3: 31,016 shares; 2025Q4: 30,709 shares 30,709 $2.96M 0.29% -307 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: 97,885 shares; 2024Q4: 100,579 shares; 2025Q1: 91,172 shares; 2025Q2: 90,457 shares; 2025Q3: 90,918 shares; 2025Q4: 89,345 shares 89,345 $2.95M 0.29% -1,573 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 3,010 shares; 2025Q1: 34,114 shares; 2025Q2: 56,414 shares; 2025Q3: 68,485 shares; 2025Q4: 76,757 shares 76,757 $2.9M 0.29% +8,272 Timeline FJP 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: 43,916 shares; 2024Q4: 49,084 shares; 2025Q1: 27,898 shares; 2025Q2: 29,068 shares; 2025Q3: 35,016 shares; 2025Q4: 42,869 shares 42,869 $2.89M 0.28% +7,853 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 5,279 shares; 2025Q3: 6,821 shares; 2025Q4: 8,628 shares 8,628 $2.81M 0.28% +1,807 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD 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: 59,765 shares; 2025Q2: 68,364 shares; 2025Q3: 81,746 shares; 2025Q4: 81,342 shares 81,342 $2.76M 0.27% -404 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,118 shares 184,118 $2.76M 0.27% 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: 47,964 shares; 2024Q4: 46,138 shares; 2025Q1: 35,671 shares; 2025Q2: 30,068 shares; 2025Q3: 28,516 shares; 2025Q4: 28,815 shares 28,815 $2.72M 0.27% +299 Timeline FTCB 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: 82,304 shares; 2025Q2: 122,855 shares; 2025Q3: 105,291 shares; 2025Q4: 127,042 shares 127,042 $2.7M 0.27% +21,751 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: 12,507 shares; 2024Q4: 11,317 shares; 2025Q1: 11,021 shares; 2025Q2: 11,112 shares; 2025Q3: 11,178 shares; 2025Q4: 71,639 shares 71,639 $2.67M 0.26% +60,461 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: 15,124 shares; 2024Q4: 11,142 shares; 2025Q1: not reported; 2025Q2: 12,776 shares; 2025Q3: 11,907 shares; 2025Q4: 12,862 shares 12,862 $2.66M 0.26% +955 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: not reported; 2025Q1: 18,161 shares; 2025Q2: 31,559 shares; 2025Q3: 36,708 shares; 2025Q4: 44,592 shares 44,592 $2.64M 0.26% +7,884 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: 3,855 shares; 2024Q4: 4,710 shares; 2025Q1: 4,197 shares; 2025Q2: 4,446 shares; 2025Q3: 4,865 shares; 2025Q4: 5,361 shares 5,361 $2.64M 0.26% +496 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: 4,139 shares; 2024Q4: 4,020 shares; 2025Q1: 19,339 shares; 2025Q2: 8,770 shares; 2025Q3: 8,901 shares; 2025Q4: 8,229 shares 8,229 $2.59M 0.25% -672 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: 276,238 shares; 2024Q4: 211,395 shares; 2025Q1: 26,570 shares; 2025Q2: 19,321 shares; 2025Q3: 20,289 shares; 2025Q4: 22,561 shares 22,561 $2.53M 0.25% +2,272 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: 8,838 shares; 2024Q4: 8,467 shares; 2025Q1: not reported; 2025Q2: 18,926 shares; 2025Q3: 20,552 shares; 2025Q4: 20,936 shares 20,936 $2.52M 0.25% +384 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,214 shares; 2024Q4: 74,195 shares; 2025Q1: 40,510 shares; 2025Q2: 27,296 shares; 2025Q3: 25,628 shares; 2025Q4: 25,639 shares 25,639 $2.51M 0.25% +11 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: 18,350 shares; 2025Q2: 24,061 shares; 2025Q3: 30,441 shares; 2025Q4: 32,081 shares 32,081 $2.5M 0.25% +1,640 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 10,280 shares; 2025Q1: not reported; 2025Q2: 44,192 shares; 2025Q3: 51,105 shares; 2025Q4: 55,443 shares 55,443 $2.48M 0.24% +4,338 Timeline FID 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: 18,349 shares; 2024Q4: 29,410 shares; 2025Q1: 51,023 shares; 2025Q2: 92,585 shares; 2025Q3: 116,089 shares; 2025Q4: 118,585 shares 118,585 $2.45M 0.24% +2,496 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: 37,598 shares; 2024Q4: 35,042 shares; 2025Q1: 23,323 shares; 2025Q2: 20,144 shares; 2025Q3: 20,043 shares; 2025Q4: 19,475 shares 19,475 $2.4M 0.24% -568 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: 13,655 shares; 2025Q3: 13,686 shares; 2025Q4: 15,712 shares 15,712 $2.39M 0.24% +2,026 Timeline ZHDG 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: 103,697 shares; 2024Q4: 122,909 shares; 2025Q1: 105,280 shares; 2025Q2: 85,363 shares; 2025Q3: 81,846 shares; 2025Q4: 104,876 shares 104,876 $2.37M 0.23% +23,030 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: 21,232 shares; 2024Q4: 22,427 shares; 2025Q1: 28,764 shares; 2025Q2: 14,957 shares; 2025Q3: 15,210 shares; 2025Q4: 16,092 shares 16,092 $2.32M 0.23% +882 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 400 shares; 2025Q1: 434 shares; 2025Q2: 400 shares; 2025Q3: 530 shares; 2025Q4: 2,144 shares 2,144 $2.31M 0.23% +1,614 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: 21,316 shares; 2024Q4: 28,048 shares; 2025Q1: not reported; 2025Q2: 28,655 shares; 2025Q3: 36,467 shares; 2025Q4: 44,997 shares 44,997 $2.3M 0.23% +8,530 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: 745 shares; 2024Q4: 1,596 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,069 shares; 2025Q4: 27,616 shares 27,616 $2.27M 0.22% +5,547 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: 26,154 shares; 2024Q4: 24,386 shares; 2025Q1: 1,724 shares; 2025Q2: 25,133 shares; 2025Q3: 14,701 shares; 2025Q4: 20,407 shares 20,407 $2.25M 0.22% +5,706 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 7,204 shares; 2025Q3: 8,058 shares; 2025Q4: 9,376 shares 9,376 $2.11M 0.21% +1,318 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,249 shares; 2024Q4: 11,656 shares; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 6,881 shares; 2025Q4: 7,073 shares 7,073 $2.09M 0.21% +192 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 136,039 shares; 2025Q2: 82,947 shares; 2025Q3: 72,959 shares; 2025Q4: 82,207 shares 82,207 $2.08M 0.21% +9,248 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 598 shares; 2025Q1: 18,876 shares; 2025Q2: 33,170 shares; 2025Q3: 39,736 shares; 2025Q4: 43,869 shares 43,869 $2.07M 0.2% +4,133 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: 61 shares; 2024Q4: not reported; 2025Q1: 51,527 shares; 2025Q2: 71,685 shares; 2025Q3: 81,955 shares; 2025Q4: 86,710 shares 86,710 $2.04M 0.2% +4,755 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: 7,713 shares; 2025Q3: 8,474 shares; 2025Q4: 9,716 shares 9,716 $2.02M 0.2% +1,242 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: 12,662 shares; 2024Q4: 13,148 shares; 2025Q1: 10,241 shares; 2025Q2: 8,816 shares; 2025Q3: 9,387 shares; 2025Q4: 10,281 shares 10,281 $2.02M 0.2% +894 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,794 shares; 2024Q4: 70,972 shares; 2025Q1: 35,773 shares; 2025Q2: 23,998 shares; 2025Q3: 23,150 shares; 2025Q4: 22,996 shares 22,996 $2M 0.2% -154 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS 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: 161,307 shares 161,307 $1.96M 0.19% new Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,390 shares 77,390 $1.95M 0.19% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,939 shares; 2024Q4: 34,952 shares; 2025Q1: 33,999 shares; 2025Q2: 33,919 shares; 2025Q3: 33,775 shares; 2025Q4: 34,248 shares 34,248 $1.95M 0.19% +473 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: 11,897 shares; 2024Q4: 9,318 shares; 2025Q1: not reported; 2025Q2: 6,258 shares; 2025Q3: 6,333 shares; 2025Q4: 6,283 shares 6,283 $1.94M 0.19% -50 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: 48,212 shares; 2024Q4: 47,402 shares; 2025Q1: 39,338 shares; 2025Q2: 32,599 shares; 2025Q3: 53,746 shares; 2025Q4: 34,926 shares 34,926 $1.93M 0.19% -18,820 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 43 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,856 shares 29,856 $1.93M 0.19% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 9,166 shares; 2025Q1: 5,665 shares; 2025Q2: 5,361 shares; 2025Q3: 6,048 shares; 2025Q4: 7,331 shares 7,331 $1.92M 0.19% +1,283 Timeline NTRL 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: 1,583 shares; 2024Q4: 6,488 shares; 2025Q1: 81,002 shares; 2025Q2: 110,466 shares; 2025Q3: 88,648 shares; 2025Q4: 93,183 shares 93,183 $1.92M 0.19% +4,535 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: 5,255 shares; 2024Q4: 5,429 shares; 2025Q1: 5,526 shares; 2025Q2: 5,664 shares; 2025Q3: 8,536 shares; 2025Q4: 8,654 shares 8,654 $1.92M 0.19% +118 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 12,747 shares 12,747 $1.9M 0.19% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,558 shares; 2024Q4: 61,876 shares; 2025Q1: 32,261 shares; 2025Q2: 15,871 shares; 2025Q3: 15,836 shares; 2025Q4: 15,825 shares 15,825 $1.89M 0.19% -11 Timeline IWY 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: 5,879 shares; 2024Q4: 5,518 shares; 2025Q1: not reported; 2025Q2: 6,094 shares; 2025Q3: 6,635 shares; 2025Q4: 6,734 shares 6,734 $1.88M 0.18% +99 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: 18,911 shares; 2024Q4: 15,677 shares; 2025Q1: 12,643 shares; 2025Q2: 8,143 shares; 2025Q3: 15,324 shares; 2025Q4: 12,238 shares 12,238 $1.86M 0.18% -3,086 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,342 shares; 2025Q4: 29,939 shares 29,939 $1.83M 0.18% +597 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 246 shares; 2025Q1: 2,156 shares; 2025Q2: 4,399 shares; 2025Q3: 4,702 shares; 2025Q4: 5,810 shares 5,810 $1.83M 0.18% +1,108 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 6,357 shares; 2025Q1: 18,957 shares; 2025Q2: 16,748 shares; 2025Q3: 23,044 shares; 2025Q4: 26,138 shares 26,138 $1.81M 0.18% +3,094 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: 22,776 shares; 2024Q4: 23,923 shares; 2025Q1: 15,497 shares; 2025Q2: 14,060 shares; 2025Q3: 13,789 shares; 2025Q4: 14,370 shares 14,370 $1.81M 0.18% +581 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: 44,679 shares; 2024Q4: 49,450 shares; 2025Q1: not reported; 2025Q2: 24,156 shares; 2025Q3: 28,356 shares; 2025Q4: 30,533 shares 30,533 $1.8M 0.18% +2,177 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: 66,382 shares; 2024Q4: 63,100 shares; 2025Q1: 42,073 shares; 2025Q2: 42,441 shares; 2025Q3: 40,765 shares; 2025Q4: 39,043 shares 39,043 $1.79M 0.18% -1,722 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: 125,213 shares; 2024Q4: 6,287 shares; 2025Q1: not reported; 2025Q2: 14,237 shares; 2025Q3: 9,557 shares; 2025Q4: 9,063 shares 9,063 $1.79M 0.18% -494 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,666 shares; 2024Q4: 10,932 shares; 2025Q1: not reported; 2025Q2: 9,864 shares; 2025Q3: 17,877 shares; 2025Q4: 12,294 shares 12,294 $1.77M 0.17% -5,583 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: 14,098 shares; 2024Q4: 15,759 shares; 2025Q1: 50,788 shares; 2025Q2: 49,292 shares; 2025Q3: 53,171 shares; 2025Q4: 39,682 shares 39,682 $1.77M 0.17% -13,489 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,993 shares; 2024Q4: 42,071 shares; 2025Q1: 37,585 shares; 2025Q2: 32,164 shares; 2025Q3: 30,591 shares; 2025Q4: 32,475 shares 32,475 $1.76M 0.17% +1,884 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: 198,585 shares; 2024Q4: 207,198 shares; 2025Q1: 64,645 shares; 2025Q2: 37,754 shares; 2025Q3: 25,010 shares; 2025Q4: 19,254 shares 19,254 $1.76M 0.17% -5,756 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: 53,086 shares; 2024Q4: 58,267 shares; 2025Q1: not reported; 2025Q2: 23,755 shares; 2025Q3: 26,564 shares; 2025Q4: 29,996 shares 29,996 $1.74M 0.17% +3,432 Timeline AFEM 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: 3,547 shares; 2024Q4: 4,712 shares; 2025Q1: 8,141 shares; 2025Q2: 15,115 shares; 2025Q3: 19,922 shares; 2025Q4: 21,832 shares 21,832 $1.73M 0.17% +1,910 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,943 shares; 2025Q1: 27,843 shares; 2025Q2: 4,653 shares; 2025Q3: 4,694 shares; 2025Q4: 4,807 shares 4,807 $1.7M 0.17% +113 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 22,378 shares; 2025Q1: 18,428 shares; 2025Q2: 15,681 shares; 2025Q3: 15,942 shares; 2025Q4: 17,815 shares 17,815 $1.68M 0.17% +1,873 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: 60,422 shares; 2024Q4: 63,695 shares; 2025Q1: 52,516 shares; 2025Q2: 46,068 shares; 2025Q3: 48,252 shares; 2025Q4: 54,723 shares 54,723 $1.64M 0.16% +6,471 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,891 shares; 2024Q4: 33,230 shares; 2025Q1: 24,117 shares; 2025Q2: 20,413 shares; 2025Q3: 19,254 shares; 2025Q4: 17,132 shares 17,132 $1.58M 0.16% -2,122 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: 14,325 shares; 2024Q4: 13,461 shares; 2025Q1: 12,290 shares; 2025Q2: 12,747 shares; 2025Q3: 13,003 shares; 2025Q4: 13,074 shares 13,074 $1.58M 0.16% +71 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: 17,613 shares; 2025Q2: 36,303 shares; 2025Q3: 81,254 shares; 2025Q4: 92,459 shares 92,459 $1.58M 0.16% +11,205 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: 433 shares; 2024Q4: 2,658 shares; 2025Q1: 22,803 shares; 2025Q2: 26,206 shares; 2025Q3: 21,070 shares; 2025Q4: 19,068 shares 19,068 $1.56M 0.15% -2,002 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: 33,555 shares; 2024Q4: 39,767 shares; 2025Q1: 27,078 shares; 2025Q2: 23,539 shares; 2025Q3: 21,368 shares; 2025Q4: 20,989 shares 20,989 $1.55M 0.15% -379 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,669 shares; 2024Q4: 108,202 shares; 2025Q1: 65,666 shares; 2025Q2: 65,624 shares; 2025Q3: 63,303 shares; 2025Q4: 60,586 shares 60,586 $1.54M 0.15% -2,717 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: 8,969 shares; 2024Q4: 7,974 shares; 2025Q1: 7,912 shares; 2025Q2: 7,931 shares; 2025Q3: 7,927 shares; 2025Q4: 7,968 shares 7,968 $1.53M 0.15% +41 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: 296 shares; 2024Q4: 102 shares; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 634 shares; 2025Q4: 1,363 shares 1,363 $1.47M 0.14% +729 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: 6,521 shares; 2024Q4: 6,643 shares; 2025Q1: 5,564 shares; 2025Q2: 4,643 shares; 2025Q3: 5,780 shares; 2025Q4: 5,425 shares 5,425 $1.46M 0.14% -355 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: 752 shares; 2024Q4: 942 shares; 2025Q1: 2,975 shares; 2025Q2: 2,748 shares; 2025Q3: 3,333 shares; 2025Q4: 2,436 shares 2,436 $1.46M 0.14% -897 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: 20,158 shares; 2024Q4: 16,266 shares; 2025Q1: 15,613 shares; 2025Q2: 14,039 shares; 2025Q3: 15,419 shares; 2025Q4: 14,136 shares 14,136 $1.41M 0.14% -1,283 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,403 shares; 2024Q4: 24,689 shares; 2025Q1: not reported; 2025Q2: 15,140 shares; 2025Q3: 14,684 shares; 2025Q4: 13,986 shares 13,986 $1.41M 0.14% -698 Timeline XTWO 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: 18,567 shares; 2025Q2: 26,491 shares; 2025Q3: 24,967 shares; 2025Q4: 27,005 shares 27,005 $1.34M 0.13% +2,038 Timeline FTGS 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: 94,958 shares; 2025Q2: 48,046 shares; 2025Q3: 34,753 shares; 2025Q4: 35,895 shares 35,895 $1.28M 0.13% +1,142 Timeline FICS 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: 888 shares; 2024Q4: 3,539 shares; 2025Q1: 7,277 shares; 2025Q2: 19,350 shares; 2025Q3: 29,004 shares; 2025Q4: 31,704 shares 31,704 $1.28M 0.13% +2,700 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: 3,288 shares; 2024Q4: 3,069 shares; 2025Q1: 3,073 shares; 2025Q2: 3,731 shares; 2025Q3: 11,366 shares; 2025Q4: 5,927 shares 5,927 $1.28M 0.13% -5,439 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: 16,063 shares; 2024Q4: 24,144 shares; 2025Q1: 10,909 shares; 2025Q2: 5,674 shares; 2025Q3: 5,393 shares; 2025Q4: 5,466 shares 5,466 $1.27M 0.13% +73 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: 6,152 shares; 2024Q4: 8,089 shares; 2025Q1: not reported; 2025Q2: 30,302 shares; 2025Q3: 38,562 shares; 2025Q4: 21,216 shares 21,216 $1.21M 0.12% -17,346 Timeline AFLG 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: 60,804 shares; 2025Q2: 32,053 shares; 2025Q3: 29,956 shares; 2025Q4: 30,505 shares 30,505 $1.21M 0.12% +549 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,314 shares; 2025Q1: 6,358 shares; 2025Q2: 5,010 shares; 2025Q3: 4,390 shares; 2025Q4: 4,339 shares 4,339 $1.19M 0.12% -51 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: 11,763 shares; 2025Q3: 16,445 shares; 2025Q4: 21,717 shares 21,717 $1.18M 0.12% +5,272 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 8,457 shares; 2025Q1: not reported; 2025Q2: 6,039 shares; 2025Q3: 5,100 shares; 2025Q4: 5,356 shares 5,356 $1.13M 0.11% +256 Timeline FPXE 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: 5,016 shares; 2025Q1: 11,157 shares; 2025Q2: 21,814 shares; 2025Q3: 29,999 shares; 2025Q4: 34,834 shares 34,834 $1.1M 0.11% +4,835 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 28,388 shares; 2025Q1: not reported; 2025Q2: 15,128 shares; 2025Q3: 15,036 shares; 2025Q4: 16,724 shares 16,724 $1.08M 0.11% +1,688 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: 600 shares; 2024Q4: 648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,328 shares; 2025Q4: 4,823 shares 4,823 $1.07M 0.11% +495 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: 9,177 shares; 2024Q4: not reported; 2025Q1: 7,848 shares; 2025Q2: 7,518 shares; 2025Q3: 6,089 shares; 2025Q4: 5,817 shares 5,817 $1.07M 0.11% -272 Timeline FIIG 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: 49,803 shares; 2025Q2: 55,964 shares; 2025Q3: 48,519 shares; 2025Q4: 50,289 shares 50,289 $1.07M 0.11% +1,770 Timeline FXR 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: 28,664 shares; 2024Q4: 24,983 shares; 2025Q1: 13,529 shares; 2025Q2: 13,529 shares; 2025Q3: 12,998 shares; 2025Q4: 13,052 shares 13,052 $1.05M 0.1% +54 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: 51,463 shares; 2024Q4: 63,982 shares; 2025Q1: 71,330 shares; 2025Q2: 46,323 shares; 2025Q3: 46,670 shares; 2025Q4: 41,549 shares 41,549 $1.05M 0.1% -5,121 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: 15,795 shares; 2024Q4: 19,779 shares; 2025Q1: 8,599 shares; 2025Q2: 10,440 shares; 2025Q3: 12,556 shares; 2025Q4: 10,419 shares 10,419 $1.04M 0.1% -2,137 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: 13,799 shares; 2024Q4: 12,823 shares; 2025Q1: 20,670 shares; 2025Q2: 22,967 shares; 2025Q3: 24,228 shares; 2025Q4: 25,595 shares 25,595 $1.04M 0.1% +1,367 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: 9,212 shares; 2025Q1: not reported; 2025Q2: 7,487 shares; 2025Q3: 7,470 shares; 2025Q4: 7,470 shares 7,470 $1.03M 0.1% 0 Timeline EMLP 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: 3,355 shares; 2024Q4: 3,750 shares; 2025Q1: 5,785 shares; 2025Q2: 21,038 shares; 2025Q3: 25,450 shares; 2025Q4: 27,185 shares 27,185 $1.03M 0.1% +1,735 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: 3,854 shares; 2024Q4: 14,254 shares; 2025Q1: 15,873 shares; 2025Q2: 15,060 shares; 2025Q3: 15,799 shares; 2025Q4: 16,460 shares 16,460 $1.03M 0.1% +661 Timeline FEM 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: 123,094 shares; 2024Q4: 132,751 shares; 2025Q1: 62,135 shares; 2025Q2: 39,594 shares; 2025Q3: 37,134 shares; 2025Q4: 37,539 shares 37,539 $1.03M 0.1% +405 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: 21,559 shares; 2024Q4: not reported; 2025Q1: 6,316 shares; 2025Q2: 3,829 shares; 2025Q3: 3,686 shares; 2025Q4: 3,785 shares 3,785 $1.03M 0.1% +99 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: 3,738 shares; 2024Q4: 5,669 shares; 2025Q1: 6,608 shares; 2025Q2: 7,208 shares; 2025Q3: 11,973 shares; 2025Q4: 26,362 shares 26,362 $1.02M 0.1% +14,389 Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,005 shares; 2025Q2: 85,852 shares; 2025Q3: 87,193 shares; 2025Q4: 98,833 shares 98,833 $1.01M 0.1% +11,640 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,004 shares; 2024Q4: 18,020 shares; 2025Q1: 30,587 shares; 2025Q2: 12,613 shares; 2025Q3: 12,586 shares; 2025Q4: 13,619 shares 13,619 $1.01M 0.1% +1,033 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: 323 shares; 2024Q4: 938 shares; 2025Q1: 3,580 shares; 2025Q2: 10,009 shares; 2025Q3: 15,246 shares; 2025Q4: 17,360 shares 17,360 $1M 0.1% +2,114 Timeline EWC 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: 7,487 shares; 2024Q4: 9,687 shares; 2025Q1: not reported; 2025Q2: 17,245 shares; 2025Q3: 22,327 shares; 2025Q4: 18,277 shares 18,277 $992K 0.1% -4,050 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,454 shares; 2024Q4: 31,164 shares; 2025Q1: 28,530 shares; 2025Q2: 22,614 shares; 2025Q3: 20,126 shares; 2025Q4: 24,240 shares 24,240 $986K 0.1% +4,114 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: 5,146 shares; 2024Q4: 13,580 shares; 2025Q1: 5,436 shares; 2025Q2: 5,337 shares; 2025Q3: 6,463 shares; 2025Q4: 8,452 shares 8,452 $970K 0.1% +1,989 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,323 shares; 2025Q3: 22,737 shares; 2025Q4: 26,165 shares 26,165 $968K 0.1% +3,428 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,760 shares; 2024Q4: 14,026 shares; 2025Q1: not reported; 2025Q2: 13,061 shares; 2025Q3: 11,010 shares; 2025Q4: 11,071 shares 11,071 $923K 0.09% +61 Timeline ULST 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: 62 shares; 2024Q4: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,761 shares; 2025Q4: 22,750 shares 22,750 $921K 0.09% +10,989 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,310 shares 2,310 $909K 0.09% +13 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: 76,159 shares; 2024Q4: not reported; 2025Q1: 18,352 shares; 2025Q2: 9,794 shares; 2025Q3: 9,494 shares; 2025Q4: 9,626 shares 9,626 $898K 0.09% +132 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: 109,898 shares; 2024Q4: 4,083 shares; 2025Q1: 47,141 shares; 2025Q2: 9,189 shares; 2025Q3: 9,716 shares; 2025Q4: 11,541 shares 11,541 $893K 0.09% +1,825 Timeline ILS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,049 shares; 2025Q4: 44,124 shares 44,124 $882K 0.09% +27,075 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: 1,172 shares; 2024Q4: 1,150 shares; 2025Q1: 1,942 shares; 2025Q2: 2,242 shares; 2025Q3: 2,569 shares; 2025Q4: 2,577 shares 2,577 $871K 0.09% +8 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,652 shares; 2025Q2: 12,689 shares; 2025Q3: 13,216 shares; 2025Q4: 11,927 shares 11,927 $865K 0.09% -1,289 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,605 shares; 2024Q4: 16,857 shares; 2025Q1: 10,850 shares; 2025Q2: 9,970 shares; 2025Q3: 9,030 shares; 2025Q4: 10,128 shares 10,128 $842K 0.08% +1,098 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: 1,422 shares; 2024Q4: 1,652 shares; 2025Q1: 1,397 shares; 2025Q2: 1,473 shares; 2025Q3: 1,927 shares; 2025Q4: 2,358 shares 2,358 $835K 0.08% +431 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: 2,012 shares; 2024Q4: 2,363 shares; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 2,755 shares; 2025Q4: 3,408 shares 3,408 $829K 0.08% +653 Timeline FLN 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: 2,628 shares; 2024Q4: 8,544 shares; 2025Q1: 11,881 shares; 2025Q2: 24,481 shares; 2025Q3: 31,871 shares; 2025Q4: 35,289 shares 35,289 $811K 0.08% +3,418 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: 37,119 shares; 2024Q4: 3,932 shares; 2025Q1: not reported; 2025Q2: 14,125 shares; 2025Q3: 16,371 shares; 2025Q4: 18,378 shares 18,378 $807K 0.08% +2,007 Timeline VCIT 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: 530 shares; 2024Q4: 2,351 shares; 2025Q1: 4,733 shares; 2025Q2: 7,756 shares; 2025Q3: 9,828 shares; 2025Q4: 9,588 shares 9,588 $805K 0.08% -240 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: 731 shares; 2024Q4: 774 shares; 2025Q1: 769 shares; 2025Q2: 779 shares; 2025Q3: 1,038 shares; 2025Q4: 1,041 shares 1,041 $792K 0.08% +3 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,812 shares; 2024Q4: 25,296 shares; 2025Q1: 12,029 shares; 2025Q2: 12,029 shares; 2025Q3: 11,428 shares; 2025Q4: 11,410 shares 11,410 $787K 0.08% -18 Timeline MCHI 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: 12,977 shares 12,977 $786K 0.08% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,760 shares; 2024Q4: 6,453 shares; 2025Q1: 5,688 shares; 2025Q2: 6,283 shares; 2025Q3: 8,393 shares; 2025Q4: 9,981 shares 9,981 $781K 0.08% +1,588 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: 4,612 shares; 2024Q4: 6,061 shares; 2025Q1: 6,142 shares; 2025Q2: 6,238 shares; 2025Q3: 6,730 shares; 2025Q4: 6,629 shares 6,629 $780K 0.08% -101 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,021 shares; 2024Q4: 17,825 shares; 2025Q1: 12,433 shares; 2025Q2: 21,031 shares; 2025Q3: 20,312 shares; 2025Q4: 21,516 shares 21,516 $772K 0.08% +1,204 Timeline RAYJ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD 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: 17,987 shares; 2025Q2: 20,468 shares; 2025Q3: 23,538 shares; 2025Q4: 23,574 shares 23,574 $771K 0.08% +36 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: 5,022 shares; 2024Q4: 4,417 shares; 2025Q1: 4,453 shares; 2025Q2: 4,454 shares; 2025Q3: 4,613 shares; 2025Q4: 4,620 shares 4,620 $762K 0.07% +7 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: 17,633 shares; 2024Q4: 15,016 shares; 2025Q1: 14,832 shares; 2025Q2: 29,809 shares; 2025Q3: 25,879 shares; 2025Q4: 16,253 shares 16,253 $761K 0.07% -9,626 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,486 shares; 2024Q4: 11,565 shares; 2025Q1: 10,651 shares; 2025Q2: 10,228 shares; 2025Q3: 10,986 shares; 2025Q4: 11,812 shares 11,812 $760K 0.07% +826 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: 1,572 shares; 2024Q4: 1,612 shares; 2025Q1: 2,856 shares; 2025Q2: 3,099 shares; 2025Q3: 3,228 shares; 2025Q4: 3,273 shares 3,273 $752K 0.07% +45 Timeline BLV 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 10,582 shares; 2025Q2: 10,582 shares; 2025Q3: 10,631 shares; 2025Q4: 10,631 shares 10,631 $743K 0.07% 0 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: 3,971 shares; 2024Q4: 4,225 shares; 2025Q1: 3,899 shares; 2025Q2: 3,833 shares; 2025Q3: 3,848 shares; 2025Q4: 4,240 shares 4,240 $739K 0.07% +392 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,277 shares; 2025Q1: 1,855 shares; 2025Q2: 1,987 shares; 2025Q3: 2,897 shares; 2025Q4: 3,843 shares 3,843 $732K 0.07% +946 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 887 shares; 2025Q1: 705 shares; 2025Q2: 786 shares; 2025Q3: 1,188 shares; 2025Q4: 1,624 shares 1,624 $731K 0.07% +436 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 8,661 shares 8,661 $728K 0.07% new Timeline JNK 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: 16,048 shares; 2024Q4: 8,189 shares; 2025Q1: 7,969 shares; 2025Q2: 7,508 shares; 2025Q3: 9,538 shares; 2025Q4: 7,430 shares 7,430 $723K 0.07% -2,108 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 230 shares; 2025Q1: not reported; 2025Q2: 22,307 shares; 2025Q3: 4,697 shares; 2025Q4: 14,577 shares 14,577 $723K 0.07% +9,880 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: 41 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: 2,891 shares; 2025Q3: 2,898 shares; 2025Q4: 2,880 shares 2,880 $722K 0.07% -18 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: 10,354 shares; 2024Q4: 6,992 shares; 2025Q1: 6,893 shares; 2025Q2: 6,838 shares; 2025Q3: 11,807 shares; 2025Q4: 10,467 shares 10,467 $718K 0.07% -1,340 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,786 shares; 2024Q4: 7,335 shares; 2025Q1: 10,644 shares; 2025Q2: 13,909 shares; 2025Q3: 15,677 shares; 2025Q4: 15,144 shares 15,144 $714K 0.07% -533 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: 19,589 shares; 2024Q4: 7,875 shares; 2025Q1: 8,010 shares; 2025Q2: 8,402 shares; 2025Q3: 8,021 shares; 2025Q4: 10,188 shares 10,188 $714K 0.07% +2,167 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,354 shares; 2025Q1: 4,348 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares 4,348 $702K 0.07% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,900 shares; 2024Q4: 18,605 shares; 2025Q1: 18,711 shares; 2025Q2: 18,916 shares; 2025Q3: 18,955 shares; 2025Q4: 18,835 shares 18,835 $701K 0.07% -120 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,902 shares 13,902 $696K 0.07% new 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: 1,958 shares; 2024Q4: 2,149 shares; 2025Q1: 1,840 shares; 2025Q2: 1,609 shares; 2025Q3: 1,631 shares; 2025Q4: 1,739 shares 1,739 $694K 0.07% +108 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: 6,443 shares; 2024Q4: 10,130 shares; 2025Q1: 4,273 shares; 2025Q2: 4,273 shares; 2025Q3: 4,016 shares; 2025Q4: 4,040 shares 4,040 $689K 0.07% +24 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 10,523 shares; 2025Q1: not reported; 2025Q2: 10,523 shares; 2025Q3: 10,523 shares; 2025Q4: 10,523 shares 10,523 $684K 0.07% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,279 shares; 2025Q1: 1,056 shares; 2025Q2: 830 shares; 2025Q3: 911 shares; 2025Q4: 884 shares 884 $681K 0.07% -27 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: 5,384 shares; 2024Q4: 5,306 shares; 2025Q1: 3,665 shares; 2025Q2: 3,606 shares; 2025Q3: 3,436 shares; 2025Q4: 3,483 shares 3,483 $673K 0.07% +47 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: 35,127 shares; 2024Q4: 1,852 shares; 2025Q1: 4,933 shares; 2025Q2: 1,686 shares; 2025Q3: 1,714 shares; 2025Q4: 2,023 shares 2,023 $672K 0.07% +309 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 1,695 shares; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,433 shares; 2025Q4: 1,400 shares 1,400 $668K 0.07% -33 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 525 shares; 2025Q1: 5,074 shares; 2025Q2: 3,708 shares; 2025Q3: 4,677 shares; 2025Q4: 5,462 shares 5,462 $668K 0.07% +785 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: 3 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares; 2025Q4: 2,866 shares 2,866 $664K 0.07% +1,599 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: 1,421 shares; 2024Q4: 1,559 shares; 2025Q1: 19,090 shares; 2025Q2: 3,162 shares; 2025Q3: 3,567 shares; 2025Q4: 3,796 shares 3,796 $659K 0.06% +229 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,572 shares; 2024Q4: 24,765 shares; 2025Q1: not reported; 2025Q2: 13,571 shares; 2025Q3: 12,837 shares; 2025Q4: 13,014 shares 13,014 $658K 0.06% +177 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,869 shares; 2024Q4: 19,392 shares; 2025Q1: 17,525 shares; 2025Q2: 15,316 shares; 2025Q3: 15,276 shares; 2025Q4: 14,431 shares 14,431 $657K 0.06% -845 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: 1,237 shares; 2024Q4: 1,136 shares; 2025Q1: 1,162 shares; 2025Q2: 1,304 shares; 2025Q3: 1,276 shares; 2025Q4: 2,138 shares 2,138 $646K 0.06% +862 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: 5,792 shares; 2024Q4: 5,551 shares; 2025Q1: not reported; 2025Q2: 3,102 shares; 2025Q3: 3,039 shares; 2025Q4: 2,984 shares 2,984 $632K 0.06% -55 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2025Q3: not reported; 2025Q4: 12,884 shares 12,884 $630K 0.06% new Timeline DIVG 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: 12,309 shares; 2025Q3: 15,885 shares; 2025Q4: 18,850 shares 18,850 $619K 0.06% +2,965 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: 655 shares; 2024Q4: 910 shares; 2025Q1: 4,916 shares; 2025Q2: not reported; 2025Q3: 8,818 shares; 2025Q4: 3,326 shares 3,326 $596K 0.06% -5,492 Timeline XLC 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: 8,897 shares; 2024Q4: 8,327 shares; 2025Q1: 5,395 shares; 2025Q2: 5,396 shares; 2025Q3: 4,996 shares; 2025Q4: 4,995 shares 4,995 $591K 0.06% -1 Timeline SPYT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,438 shares; 2025Q2: 42,033 shares; 2025Q3: 35,211 shares; 2025Q4: 32,642 shares 32,642 $586K 0.06% -2,569 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 1,241 shares; 2025Q1: 1,270 shares; 2025Q2: 1,210 shares; 2025Q3: 1,325 shares; 2025Q4: 1,909 shares 1,909 $582K 0.06% +584 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: 10,213 shares; 2024Q4: not reported; 2025Q1: 4,839 shares; 2025Q2: 3,042 shares; 2025Q3: 2,789 shares; 2025Q4: 2,731 shares 2,731 $572K 0.06% -58 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: 4,772 shares; 2024Q4: 4,838 shares; 2025Q1: 5,798 shares; 2025Q2: 9,680 shares; 2025Q3: 9,661 shares; 2025Q4: 9,509 shares 9,509 $562K 0.06% -152 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,396 shares; 2024Q4: 16,932 shares; 2025Q1: 16,026 shares; 2025Q2: 14,863 shares; 2025Q3: 14,847 shares; 2025Q4: 14,347 shares 14,347 $561K 0.06% -500 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,118 shares; 2024Q4: 84,051 shares; 2025Q1: 42,005 shares; 2025Q2: 30,650 shares; 2025Q3: 23,291 shares; 2025Q4: 25,487 shares 25,487 $559K 0.06% +2,196 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,516 shares; 2025Q1: 1,719 shares; 2025Q2: 1,735 shares; 2025Q3: 1,922 shares; 2025Q4: 1,844 shares 1,844 $552K 0.05% -78 Timeline VGLT 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: 105 shares; 2024Q4: 102 shares; 2025Q1: 4,227 shares; 2025Q2: 7,932 shares; 2025Q3: 10,043 shares; 2025Q4: 9,805 shares 9,805 $550K 0.05% -238 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,496 shares; 2024Q4: 22,701 shares; 2025Q1: 22,393 shares; 2025Q2: 22,393 shares; 2025Q3: 22,695 shares; 2025Q4: 22,695 shares 22,695 $549K 0.05% 0 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 12,363 shares; 2025Q1: 13,357 shares; 2025Q2: 13,667 shares; 2025Q3: 13,874 shares; 2025Q4: 13,716 shares 13,716 $537K 0.05% -158 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: 957 shares; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,674 shares; 2025Q4: 2,921 shares 2,921 $528K 0.05% +247 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: 2,338 shares; 2024Q4: 2,222 shares; 2025Q1: 2,017 shares; 2025Q2: 1,978 shares; 2025Q3: 2,020 shares; 2025Q4: 2,014 shares 2,014 $525K 0.05% -6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 3,362 shares; 2025Q4: 3,812 shares 3,812 $519K 0.05% +450 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 992 shares; 2025Q1: 979 shares; 2025Q2: 975 shares; 2025Q3: 1,657 shares; 2025Q4: 1,785 shares 1,785 $517K 0.05% +128 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: 27,424 shares; 2024Q4: 21,156 shares; 2025Q1: not reported; 2025Q2: 20,846 shares; 2025Q3: 22,059 shares; 2025Q4: 22,087 shares 22,087 $510K 0.05% +28 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: 1,628 shares; 2024Q4: 1,617 shares; 2025Q1: 1,825 shares; 2025Q2: 1,985 shares; 2025Q3: 2,164 shares; 2025Q4: 2,310 shares 2,310 $494K 0.05% +146 Timeline UDEC 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: 12,170 shares; 2025Q2: 13,413 shares; 2025Q3: 13,942 shares; 2025Q4: 12,367 shares 12,367 $492K 0.05% -1,575 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: 10,145 shares; 2024Q4: 11,735 shares; 2025Q1: 6,569 shares; 2025Q2: 51,780 shares; 2025Q3: 39,844 shares; 2025Q4: 11,034 shares 11,034 $492K 0.05% -28,810 Timeline VCLT 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: 6,423 shares; 2024Q4: 6,622 shares; 2025Q1: 6,622 shares; 2025Q2: 6,423 shares; 2025Q3: 6,423 shares; 2025Q4: 6,423 shares 6,423 $490K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 15,788 shares; 2025Q2: 16,888 shares; 2025Q3: 17,366 shares; 2025Q4: 15,376 shares 15,376 $489K 0.05% -1,990 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,836 shares 12,836 $488K 0.05% new 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: 2,157 shares; 2024Q4: 2,179 shares; 2025Q1: 16,267 shares; 2025Q2: 1,182 shares; 2025Q3: 1,516 shares; 2025Q4: 1,908 shares 1,908 $487K 0.05% +392 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,413 shares; 2025Q2: 11,493 shares; 2025Q3: 12,058 shares; 2025Q4: 10,932 shares 10,932 $486K 0.05% -1,126 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: 2,977 shares; 2024Q4: 5,974 shares; 2025Q1: 7,281 shares; 2025Q2: 8,089 shares; 2025Q3: 8,681 shares; 2025Q4: 8,367 shares 8,367 $483K 0.05% -314 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 13,135 shares; 2025Q1: 8,365 shares; 2025Q2: 7,399 shares; 2025Q3: 6,750 shares; 2025Q4: 6,583 shares 6,583 $482K 0.05% -167 Timeline FCVT 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: 10,997 shares; 2024Q4: 10,997 shares; 2025Q1: 10,947 shares; 2025Q2: 10,846 shares; 2025Q3: 10,846 shares; 2025Q4: 10,846 shares 10,846 $473K 0.05% 0 Timeline FTXO 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: 3,894 shares; 2024Q4: 70,897 shares; 2025Q1: 33,936 shares; 2025Q2: 19,000 shares; 2025Q3: 17,837 shares; 2025Q4: 12,351 shares 12,351 $471K 0.05% -5,486 Timeline VDC 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: 1,027 shares; 2024Q4: 1,287 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 2,044 shares; 2025Q4: 2,197 shares 2,197 $467K 0.05% +153 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,164 shares; 2024Q4: 58,092 shares; 2025Q1: 24,881 shares; 2025Q2: 30,620 shares; 2025Q3: 27,066 shares; 2025Q4: 24,223 shares 24,223 $465K 0.05% -2,843 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: 79 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,283 shares 9,283 $463K 0.05% new 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: 2,570 shares; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: 5,591 shares; 2025Q3: 5,625 shares; 2025Q4: 6,174 shares 6,174 $456K 0.04% +549 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: 305 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: 32,859 shares; 2025Q3: 21,023 shares; 2025Q4: 4,525 shares 4,525 $454K 0.04% -16,498 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,312 shares; 2024Q4: 9,019 shares; 2025Q1: 7,528 shares; 2025Q2: 6,222 shares; 2025Q3: 5,413 shares; 2025Q4: 5,071 shares 5,071 $452K 0.04% -342 Timeline VNQ 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: 2,987 shares; 2024Q4: 3,519 shares; 2025Q1: 3,546 shares; 2025Q2: 3,389 shares; 2025Q3: 4,948 shares; 2025Q4: 5,063 shares 5,063 $452K 0.04% +115 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,359 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 2,215 shares; 2025Q4: 2,399 shares 2,399 $447K 0.04% +184 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: 1,406 shares; 2024Q4: 599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,188 shares 4,188 $444K 0.04% new 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: 5,335 shares; 2024Q4: 20,955 shares; 2025Q1: 74,561 shares; 2025Q2: 51,022 shares; 2025Q3: 15,968 shares; 2025Q4: 15,999 shares 15,999 $434K 0.04% +31 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 6,293 shares; 2025Q1: 5,123 shares; 2025Q2: 4,504 shares; 2025Q3: 4,988 shares; 2025Q4: 5,008 shares 5,008 $434K 0.04% +20 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: 986 shares; 2024Q4: 1,011 shares; 2025Q1: 898 shares; 2025Q2: 905 shares; 2025Q3: 912 shares; 2025Q4: 920 shares 920 $433K 0.04% +8 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 10,737 shares; 2025Q1: 13,281 shares; 2025Q2: 26,069 shares; 2025Q3: 28,169 shares; 2025Q4: 24,398 shares 24,398 $428K 0.04% -3,771 Timeline VDE 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: 1,178 shares; 2024Q4: 1,706 shares; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: 3,081 shares; 2025Q4: 3,372 shares 3,372 $427K 0.04% +291 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,062 shares; 2025Q1: 2,065 shares; 2025Q2: 3,275 shares; 2025Q3: 3,300 shares; 2025Q4: 3,280 shares 3,280 $426K 0.04% -20 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,909 shares; 2025Q4: 13,932 shares 13,932 $424K 0.04% -1,977 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: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,406 shares 1,406 $424K 0.04% +123 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,346 shares; 2024Q4: 14,675 shares; 2025Q1: 3,646 shares; 2025Q2: 3,638 shares; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares 3,638 $416K 0.04% 0 Timeline VOX 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: 1,562 shares; 2024Q4: 1,062 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,937 shares; 2025Q4: 2,121 shares 2,121 $413K 0.04% +184 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,975 shares; 2024Q4: 548,557 shares; 2025Q1: 75,774 shares; 2025Q2: 54,875 shares; 2025Q3: 54,454 shares; 2025Q4: 20,779 shares 20,779 $409K 0.04% -33,675 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: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,938 shares; 2025Q4: 1,886 shares 1,886 $408K 0.04% -52 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: not reported; 2025Q2: 4,038 shares; 2025Q3: 4,138 shares; 2025Q4: 4,439 shares 4,439 $406K 0.04% +301 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,584 shares; 2025Q1: 3,584 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 6,150 shares 6,150 $401K 0.04% +2,591 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 597 shares; 2025Q4: 576 shares 576 $400K 0.04% -21 Timeline FXH 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: 28,021 shares; 2024Q4: 8,063 shares; 2025Q1: 2,342 shares; 2025Q2: 2,342 shares; 2025Q3: 2,325 shares; 2025Q4: 3,468 shares 3,468 $399K 0.04% +1,143 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 9,302 shares; 2025Q1: 9,237 shares; 2025Q2: 8,826 shares; 2025Q3: 8,826 shares; 2025Q4: 8,394 shares 8,394 $396K 0.04% -432 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: 1,284 shares; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,618 shares; 2025Q4: 2,910 shares 2,910 $391K 0.04% +292 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: 3,894 shares; 2024Q4: 4,088 shares; 2025Q1: 4,368 shares; 2025Q2: 4,736 shares; 2025Q3: 4,859 shares; 2025Q4: 4,468 shares 4,468 $391K 0.04% -391 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: 227 shares; 2024Q4: 276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 667 shares 667 $389K 0.04% -1,854 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: 141 shares; 2024Q4: 458 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 673 shares 673 $389K 0.04% +169 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: 770 shares; 2024Q4: 796 shares; 2025Q1: 4,562 shares; 2025Q2: 5,199 shares; 2025Q3: 5,801 shares; 2025Q4: 6,431 shares 6,431 $387K 0.04% +630 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 6,886 shares; 2025Q1: not reported; 2025Q2: 8,041 shares; 2025Q3: 3,314 shares; 2025Q4: 3,362 shares 3,362 $386K 0.04% +48 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 3,002 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares 3,001 $382K 0.04% 0 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: 645 shares; 2024Q4: 781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,821 shares 1,821 $382K 0.04% +192 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,503 shares; 2025Q1: 2,383 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,385 shares 2,385 $377K 0.04% -38 Timeline RLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,467 shares; 2025Q3: 12,780 shares; 2025Q4: 11,868 shares 11,868 $376K 0.04% -912 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 942 shares 942 $374K 0.04% +85 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: 639 shares; 2024Q4: 788 shares; 2025Q1: 20,673 shares; 2025Q2: not reported; 2025Q3: 2,460 shares; 2025Q4: 1,259 shares 1,259 $368K 0.04% -1,201 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,146 shares; 2025Q1: 1,142 shares; 2025Q2: 1,130 shares; 2025Q3: 1,129 shares; 2025Q4: 1,126 shares 1,126 $367K 0.04% -3 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: 1,500 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: 1,373 shares; 2025Q3: 1,751 shares; 2025Q4: 1,835 shares 1,835 $367K 0.04% +84 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: 416 shares; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 1,560 shares; 2025Q4: 1,672 shares 1,672 $365K 0.04% +112 Timeline THTA 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: 29,774 shares; 2025Q2: 24,789 shares; 2025Q3: 24,789 shares; 2025Q4: 23,805 shares 23,805 $362K 0.04% -984 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: 3,842 shares; 2024Q4: 6,886 shares; 2025Q1: 8,532 shares; 2025Q2: not reported; 2025Q3: 8,841 shares; 2025Q4: 14,505 shares 14,505 $360K 0.04% +5,664 Timeline SPHY 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: 18,378 shares; 2024Q4: 14,830 shares; 2025Q1: 14,562 shares; 2025Q2: 14,701 shares; 2025Q3: 14,525 shares; 2025Q4: 14,924 shares 14,924 $354K 0.03% +399 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: 107 shares; 2024Q4: 214 shares; 2025Q1: 47,208 shares; 2025Q2: 340 shares; 2025Q3: 284 shares; 2025Q4: 280 shares 280 $348K 0.03% -4 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,136 shares; 2024Q4: 26,761 shares; 2025Q1: 24,468 shares; 2025Q2: 23,168 shares; 2025Q3: 23,168 shares; 2025Q4: 23,137 shares 23,137 $342K 0.03% -31 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: 240 shares; 2024Q4: 240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,968 shares 6,968 $341K 0.03% new 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: 3,095 shares; 2024Q4: 2,056 shares; 2025Q1: 22,552 shares; 2025Q2: 3,138 shares; 2025Q3: 3,883 shares; 2025Q4: 3,731 shares 3,731 $335K 0.03% -152 Timeline QQQT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,438 shares; 2025Q2: 20,992 shares; 2025Q3: 19,644 shares; 2025Q4: 18,663 shares 18,663 $334K 0.03% -981 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 2,554 shares; 2025Q1: 2,912 shares; 2025Q2: 3,750 shares; 2025Q3: 4,043 shares; 2025Q4: 4,175 shares 4,175 $333K 0.03% +132 Timeline FXU 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: 31,572 shares; 2024Q4: 23,388 shares; 2025Q1: 7,347 shares; 2025Q2: 7,347 shares; 2025Q3: 7,347 shares; 2025Q4: 7,347 shares 7,347 $333K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 2,592 shares 2,592 $332K 0.03% +1,046 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 58 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,758 shares; 2025Q4: 1,771 shares 1,771 $331K 0.03% +13 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,543 shares 6,543 $331K 0.03% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 12,525 shares; 2025Q1: 11,021 shares; 2025Q2: 11,013 shares; 2025Q3: 8,297 shares; 2025Q4: 7,561 shares 7,561 $329K 0.03% -736 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: 646 shares; 2024Q4: 685 shares; 2025Q1: 629 shares; 2025Q2: 605 shares; 2025Q3: 1,081 shares; 2025Q4: 683 shares 683 $325K 0.03% -398 Timeline FXG 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: 17,326 shares; 2024Q4: 14,334 shares; 2025Q1: 5,425 shares; 2025Q2: 5,400 shares; 2025Q3: 5,374 shares; 2025Q4: 5,319 shares 5,319 $325K 0.03% -55 Timeline DFJ 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: not reported; 2025Q2: not reported; 2025Q3: 2,893 shares; 2025Q4: 3,356 shares 3,356 $325K 0.03% +463 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: 1,936 shares; 2024Q4: 5,933 shares; 2025Q1: not reported; 2025Q2: 8,989 shares; 2025Q3: 7,687 shares; 2025Q4: 7,634 shares 7,634 $320K 0.03% -53 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: 365 shares; 2024Q4: 374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,367 shares 1,367 $318K 0.03% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: 19,595 shares; 2025Q3: 25,139 shares; 2025Q4: 1,706 shares 1,706 $316K 0.03% -23,433 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: 2,373 shares; 2024Q4: 2,966 shares; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 2,214 shares; 2025Q4: 2,092 shares 2,092 $314K 0.03% -122 Timeline JPEM 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: 4,427 shares; 2025Q4: 5,163 shares 5,163 $314K 0.03% +736 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: 501 shares; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 591 shares; 2025Q4: 541 shares 541 $312K 0.03% -50 Timeline FTHF 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: 9,313 shares 9,313 $311K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,282 shares; 2025Q1: not reported; 2025Q2: 3,001 shares; 2025Q3: 3,361 shares; 2025Q4: 3,881 shares 3,881 $310K 0.03% +520 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: 832 shares; 2024Q4: 769 shares; 2025Q1: not reported; 2025Q2: 24,885 shares; 2025Q3: 16,985 shares; 2025Q4: 17,680 shares 17,680 $309K 0.03% +695 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,679 shares; 2025Q4: 7,834 shares 7,834 $308K 0.03% +1,155 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 596 shares; 2025Q1: 947 shares; 2025Q2: 1,148 shares; 2025Q3: 828 shares; 2025Q4: 533 shares 533 $308K 0.03% -295 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,520 shares; 2024Q4: 123,315 shares; 2025Q1: 10,959 shares; 2025Q2: 10,836 shares; 2025Q3: 9,270 shares; 2025Q4: 10,254 shares 10,254 $307K 0.03% +984 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 36 shares; 2025Q1: 2,788 shares; 2025Q2: 1,544 shares; 2025Q3: 1,410 shares; 2025Q4: 716 shares 716 $307K 0.03% -694 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 7,390 shares; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 4,288 shares; 2025Q4: 2,484 shares 2,484 $297K 0.03% -1,804 Timeline SOXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares 4,858 $294K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 853 shares 853 $290K 0.03% +7 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,708 shares; 2025Q1: 1,693 shares; 2025Q2: 1,935 shares; 2025Q3: 1,695 shares; 2025Q4: 2,059 shares 2,059 $289K 0.03% +364 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 1,534 shares; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 764 shares 764 $287K 0.03% 0 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: 7,397 shares; 2024Q4: 6,877 shares; 2025Q1: not reported; 2025Q2: 6,540 shares; 2025Q3: 5,205 shares; 2025Q4: 4,669 shares 4,669 $283K 0.03% -536 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: 10,422 shares; 2024Q4: 3,025 shares; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: 2,924 shares; 2025Q4: 2,922 shares 2,922 $282K 0.03% -2 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: 2,485 shares; 2024Q4: 6,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,669 shares; 2025Q4: 8,553 shares 8,553 $281K 0.03% -116 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,620 shares; 2025Q4: 2,642 shares 2,642 $280K 0.03% +22 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: 53 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 481 shares; 2025Q4: 481 shares 481 $277K 0.03% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,263 shares; 2025Q1: 2,300 shares; 2025Q2: 2,265 shares; 2025Q3: 2,221 shares; 2025Q4: 2,227 shares 2,227 $276K 0.03% +6 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: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,200 shares; 2025Q4: 23,200 shares 23,200 $273K 0.03% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,809 shares; 2024Q4: 11,429 shares; 2025Q1: 11,429 shares; 2025Q2: 11,429 shares; 2025Q3: 11,727 shares; 2025Q4: 11,665 shares 11,665 $272K 0.03% -62 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,175 shares; 2025Q1: not reported; 2025Q2: 1,960 shares; 2025Q3: 1,987 shares; 2025Q4: 3,771 shares 3,771 $270K 0.03% +1,784 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,185 shares; 2025Q1: 4,326 shares; 2025Q2: 4,227 shares; 2025Q3: 4,176 shares; 2025Q4: 4,136 shares 4,136 $270K 0.03% -40 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: 2,744 shares; 2024Q4: 10,955 shares; 2025Q1: 18,565 shares; 2025Q2: 2,926 shares; 2025Q3: 3,239 shares; 2025Q4: 3,239 shares 3,239 $268K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 495 shares; 2025Q1: 31,560 shares; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,613 shares 1,613 $266K 0.03% +26 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: 748 shares; 2024Q4: 3,371 shares; 2025Q1: 1,273 shares; 2025Q2: 1,027 shares; 2025Q3: 1,062 shares; 2025Q4: 975 shares 975 $259K 0.03% -87 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 3,920 shares; 2025Q1: 3,379 shares; 2025Q2: 4,054 shares; 2025Q3: 3,385 shares; 2025Q4: 3,285 shares 3,285 $259K 0.03% -100 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: 1,221 shares; 2024Q4: 1,213 shares; 2025Q1: 18,737 shares; 2025Q2: 1,641 shares; 2025Q3: 1,607 shares; 2025Q4: 1,570 shares 1,570 $254K 0.03% -37 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,340 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $254K 0.03% 0 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: 10,348 shares; 2024Q4: 10,348 shares; 2025Q1: 10,402 shares; 2025Q2: 10,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,510 shares 10,510 $253K 0.02% -7 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,618 shares; 2025Q1: 6,229 shares; 2025Q2: 6,229 shares; 2025Q3: not reported; 2025Q4: 6,229 shares 6,229 $249K 0.02% 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 1,254 shares; 2025Q2: 1,224 shares; 2025Q3: 1,410 shares; 2025Q4: 940 shares 940 $244K 0.02% -470 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,539 shares 5,539 $242K 0.02% new Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,461 shares; 2024Q4: 17,187 shares; 2025Q1: 17,960 shares; 2025Q2: 17,099 shares; 2025Q3: 16,988 shares; 2025Q4: 16,535 shares 16,535 $238K 0.02% -453 Timeline FXO 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: 19,652 shares; 2024Q4: 3,828 shares; 2025Q1: not reported; 2025Q2: 3,835 shares; 2025Q3: 3,797 shares; 2025Q4: 3,894 shares 3,894 $237K 0.02% +97 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: 773 shares; 2024Q4: 1,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,090 shares 3,090 $234K 0.02% new 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: 3,088 shares; 2024Q4: 2,808 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,868 shares 4,868 $234K 0.02% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 6,417 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,417 shares; 2025Q4: 6,297 shares 6,297 $233K 0.02% -120 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 5,557 shares; 2025Q2: not reported; 2025Q3: 3,472 shares; 2025Q4: 3,399 shares 3,399 $231K 0.02% -73 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 7,820 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares 1,649 $231K 0.02% 0 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: 2,148 shares; 2024Q4: 1,946 shares; 2025Q1: not reported; 2025Q2: 1,935 shares; 2025Q3: 2,100 shares; 2025Q4: 1,819 shares 1,819 $226K 0.02% -281 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 923 shares; 2025Q1: 28,000 shares; 2025Q2: 18,949 shares; 2025Q3: 20,563 shares; 2025Q4: 20,316 shares 20,316 $225K 0.02% -247 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,978 shares; 2024Q4: 12,978 shares; 2025Q1: not reported; 2025Q2: 12,393 shares; 2025Q3: 11,543 shares; 2025Q4: 11,026 shares 11,026 $224K 0.02% -517 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: 3,401 shares; 2024Q4: 5,064 shares; 2025Q1: not reported; 2025Q2: 3,192 shares; 2025Q3: 3,151 shares; 2025Q4: 3,111 shares 3,111 $223K 0.02% -40 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: 12,805 shares; 2024Q4: 12,602 shares; 2025Q1: 8,022 shares; 2025Q2: not reported; 2025Q3: 8,815 shares; 2025Q4: 8,302 shares 8,302 $221K 0.02% -513 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,375 shares; 2024Q4: 21,604 shares; 2025Q1: 14,788 shares; 2025Q2: 10,259 shares; 2025Q3: 10,138 shares; 2025Q4: 9,620 shares 9,620 $218K 0.02% -518 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: 527 shares; 2024Q4: 454 shares; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 462 shares; 2025Q4: 448 shares 448 $216K 0.02% -14 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: 4,659 shares; 2024Q4: 6,003 shares; 2025Q1: 35,138 shares; 2025Q2: 2,671 shares; 2025Q3: 2,672 shares; 2025Q4: 3,646 shares 3,646 $214K 0.02% +974 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 74 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,063 shares 1,063 $214K 0.02% new Timeline TIP 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: 2,432 shares; 2024Q4: 2,372 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares 1,942 $214K 0.02% 0 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: 285 shares; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570 shares 570 $213K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 436 shares 436 $213K 0.02% +27 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: 1,686 shares; 2024Q4: 1,372 shares; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,318 shares; 2025Q4: 1,314 shares 1,314 $212K 0.02% -4 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 14,113 shares; 2025Q1: 13,226 shares; 2025Q2: 13,229 shares; 2025Q3: 13,194 shares; 2025Q4: 13,059 shares 13,059 $211K 0.02% -135 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 11,571 shares; 2025Q1: 6,565 shares; 2025Q2: not reported; 2025Q3: 4,844 shares; 2025Q4: 4,416 shares 4,416 $211K 0.02% -428 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: 106 shares; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 256 shares 256 $209K 0.02% +8 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares 4,403 $208K 0.02% new Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 9,333 shares; 2025Q1: 10,138 shares; 2025Q2: 20,034 shares; 2025Q3: 13,311 shares; 2025Q4: 8,309 shares 8,309 $206K 0.02% -5,002 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,515 shares; 2024Q4: 235,669 shares; 2025Q1: 26,102 shares; 2025Q2: 25,887 shares; 2025Q3: 23,593 shares; 2025Q4: 22,793 shares 22,793 $204K 0.02% -800 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: 2,354 shares; 2024Q4: 3,354 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares 2,927 $202K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 2,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares 2,086 $202K 0.02% new Timeline CATH 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: 2,572 shares; 2024Q4: 2,571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares 2,430 $201K 0.02% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,476 shares; 2025Q1: 4,204 shares; 2025Q2: 3,890 shares; 2025Q3: 3,999 shares; 2025Q4: 3,645 shares 3,645 $201K 0.02% -354 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: 19,139 shares; 2024Q4: 18,795 shares; 2025Q1: 14,990 shares; 2025Q2: 14,283 shares; 2025Q3: 16,364 shares; 2025Q4: 14,650 shares 14,650 $194K 0.02% -1,714 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: 11,059 shares; 2024Q4: 11,059 shares; 2025Q1: 11,059 shares; 2025Q2: 11,059 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares 11,059 $148K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,981 shares; 2024Q4: 18,457 shares; 2025Q1: 14,381 shares; 2025Q2: 14,548 shares; 2025Q3: 11,682 shares; 2025Q4: 10,996 shares 10,996 $148K 0.01% -686 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,722 shares; 2024Q4: 11,722 shares; 2025Q1: 12,860 shares; 2025Q2: 12,482 shares; 2025Q3: 11,722 shares; 2025Q4: 11,722 shares 11,722 $122K 0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,098 shares; 2024Q4: 20,098 shares; 2025Q1: 10,379 shares; 2025Q2: 10,379 shares; 2025Q3: 10,379 shares; 2025Q4: 10,321 shares 10,321 $88.7K 0.01% -58 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,322 shares; 2024Q4: 734,640 shares; 2025Q1: 28,308 shares; 2025Q2: 27,557 shares; 2025Q3: 19,035 shares; 2025Q4: 19,035 shares 19,035 $40K <0.01% 0 Timeline