AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481,190 shares; 2025Q4: 488,010 shares 488,010 $54.5M 5.51% +6,820 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043,229 shares; 2024Q4: 1,411,815 shares; 2025Q1: 1,376,131 shares; 2025Q2: 1,355,981 shares; 2025Q3: 1,355,851 shares; 2025Q4: 1,359,001 shares 1,359,001 $51.9M 5.24% +3,150 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,554 shares; 2024Q4: 1,217,876 shares; 2025Q1: 1,136,587 shares; 2025Q2: 1,184,130 shares; 2025Q3: 1,243,677 shares; 2025Q4: 1,274,494 shares 1,274,494 $37.7M 3.8% +30,817 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,848 shares; 2024Q4: 425,308 shares; 2025Q1: 555,676 shares; 2025Q2: 743,892 shares; 2025Q3: 1,821,706 shares; 2025Q4: 1,908,668 shares 1,908,668 $36.6M 3.69% +86,962 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,279 shares; 2024Q4: 568,699 shares; 2025Q1: 574,074 shares; 2025Q2: 633,344 shares; 2025Q3: 657,935 shares; 2025Q4: 673,261 shares 673,261 $29.8M 3.01% +15,326 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,601 shares; 2024Q4: 622,809 shares; 2025Q1: 593,044 shares; 2025Q2: 591,201 shares; 2025Q3: 597,240 shares; 2025Q4: 615,353 shares 615,353 $27.4M 2.76% +18,113 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,859 shares; 2025Q1: 95,793 shares; 2025Q2: 297,625 shares; 2025Q3: 352,554 shares; 2025Q4: 403,421 shares 403,421 $25.9M 2.62% +50,867 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: 73,964 shares; 2024Q4: 76,990 shares; 2025Q1: 80,783 shares; 2025Q2: 62,680 shares; 2025Q3: 87,486 shares; 2025Q4: 87,014 shares 87,014 $23.7M 2.39% -472 Timeline FNDX 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: 199,334 shares; 2024Q4: 846,590 shares; 2025Q1: 859,484 shares; 2025Q2: 826,453 shares; 2025Q3: 844,738 shares; 2025Q4: 846,936 shares 846,936 $23M 2.33% +2,198 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: 420,226 shares; 2024Q4: 447,864 shares; 2025Q1: 471,034 shares; 2025Q2: 305,906 shares; 2025Q3: 324,134 shares; 2025Q4: 337,442 shares 337,442 $22.4M 2.26% +13,308 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: 76,339 shares; 2024Q4: 83,764 shares; 2025Q1: 72,253 shares; 2025Q2: 69,333 shares; 2025Q3: 67,734 shares; 2025Q4: 60,762 shares 60,762 $21M 2.12% -6,972 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,354 shares; 2024Q4: 70,051 shares; 2025Q1: 70,653 shares; 2025Q2: 67,380 shares; 2025Q3: 68,859 shares; 2025Q4: 72,184 shares 72,184 $18.1M 1.82% +3,325 Timeline RWJ 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: 272,706 shares; 2024Q4: 329,438 shares; 2025Q1: 324,297 shares; 2025Q2: 312,598 shares; 2025Q3: 324,891 shares; 2025Q4: 365,973 shares 365,973 $17.8M 1.8% +41,082 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: 57,612 shares; 2024Q4: 58,608 shares; 2025Q1: 59,400 shares; 2025Q2: 58,608 shares; 2025Q3: 59,442 shares; 2025Q4: 54,662 shares 54,662 $17.6M 1.78% -4,780 Timeline EZM 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: 161,617 shares; 2024Q4: 177,105 shares; 2025Q1: 183,122 shares; 2025Q2: 194,607 shares; 2025Q3: 199,833 shares; 2025Q4: 255,466 shares 255,466 $17.1M 1.72% +55,633 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: 35,982 shares; 2024Q4: 41,543 shares; 2025Q1: 29,940 shares; 2025Q2: 13,176 shares; 2025Q3: 31,682 shares; 2025Q4: 34,523 shares 34,523 $16.7M 1.69% +2,841 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367,244 shares; 2025Q3: 377,142 shares; 2025Q4: 384,454 shares 384,454 $12.9M 1.3% +7,312 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: 103,546 shares; 2024Q4: 105,303 shares; 2025Q1: 111,661 shares; 2025Q2: 112,742 shares; 2025Q3: 119,457 shares; 2025Q4: 115,315 shares 115,315 $12.8M 1.3% -4,142 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: 64,793 shares; 2024Q4: 67,192 shares; 2025Q1: 68,099 shares; 2025Q2: 67,993 shares; 2025Q3: 67,772 shares; 2025Q4: 58,646 shares 58,646 $10.9M 1.1% -9,126 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: 39,912 shares; 2024Q4: 41,905 shares; 2025Q1: 42,869 shares; 2025Q2: 43,987 shares; 2025Q3: 45,401 shares; 2025Q4: 46,171 shares 46,171 $10.7M 1.08% +770 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 4,783 shares; 2025Q1: 6,412 shares; 2025Q2: 7,219 shares; 2025Q3: 6,309 shares; 2025Q4: 11,055 shares 11,055 $10.3M 1.04% +4,746 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: 34,667 shares; 2024Q4: 35,172 shares; 2025Q1: 23,644 shares; 2025Q2: 12,859 shares; 2025Q3: 18,797 shares; 2025Q4: 17,670 shares 17,670 $10.1M 1.02% -1,127 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: 24,147 shares; 2024Q4: 24,913 shares; 2025Q1: 25,951 shares; 2025Q2: 26,424 shares; 2025Q3: 34,682 shares; 2025Q4: 33,915 shares 33,915 $10M 1.01% -767 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: 6,989 shares; 2024Q4: 5,223 shares; 2025Q1: 4,693 shares; 2025Q2: not reported; 2025Q3: 110,656 shares; 2025Q4: 122,668 shares 122,668 $9.45M 0.95% +12,012 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: 29,617 shares; 2024Q4: 27,244 shares; 2025Q1: 31,568 shares; 2025Q2: 32,451 shares; 2025Q3: 33,798 shares; 2025Q4: 29,361 shares 29,361 $9.19M 0.93% -4,437 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,738 shares; 2024Q4: 113,140 shares; 2025Q1: 114,538 shares; 2025Q2: 117,084 shares; 2025Q3: 117,474 shares; 2025Q4: 106,901 shares 106,901 $8.92M 0.9% -10,573 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: 12,977 shares; 2024Q4: 13,350 shares; 2025Q1: 13,452 shares; 2025Q2: 13,711 shares; 2025Q3: 13,497 shares; 2025Q4: 13,423 shares 13,423 $8.86M 0.89% -74 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,757 shares; 2024Q4: 46,556 shares; 2025Q1: 50,006 shares; 2025Q2: 51,270 shares; 2025Q3: 51,919 shares; 2025Q4: 47,374 shares 47,374 $8.79M 0.89% -4,545 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,917 shares; 2025Q4: 75,346 shares 75,346 $8.75M 0.88% +57,429 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,620 shares; 2024Q4: 82,031 shares; 2025Q1: 84,178 shares; 2025Q2: 84,278 shares; 2025Q3: 83,824 shares; 2025Q4: 71,322 shares 71,322 $8.54M 0.86% -12,502 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482,830 shares; 2025Q2: 487,149 shares; 2025Q3: 491,828 shares; 2025Q4: 463,180 shares 463,180 $8.11M 0.82% -28,648 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,967 shares; 2025Q4: 37,673 shares 37,673 $7.87M 0.79% +4,706 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,434 shares 152,434 $7.85M 0.79% new 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: 298,162 shares; 2024Q4: 320,089 shares; 2025Q1: 309,298 shares; 2025Q2: 308,570 shares; 2025Q3: 307,793 shares; 2025Q4: 302,125 shares 302,125 $7.5M 0.76% -5,668 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,378 shares; 2025Q4: 54,383 shares 54,383 $7.49M 0.76% +5,005 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: 3,027 shares; 2024Q4: 2,932 shares; 2025Q1: 34,759 shares; 2025Q2: 34,857 shares; 2025Q3: 36,009 shares; 2025Q4: 40,795 shares 40,795 $7.48M 0.76% +4,786 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,422 shares; 2025Q4: 70,846 shares 70,846 $7.46M 0.75% +5,424 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 889 shares; 2025Q2: 915 shares; 2025Q3: 25,719 shares; 2025Q4: 27,093 shares 27,093 $7.4M 0.75% +1,374 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: 103,644 shares; 2024Q4: 105,335 shares; 2025Q1: 112,571 shares; 2025Q2: 114,320 shares; 2025Q3: 122,764 shares; 2025Q4: 120,692 shares 120,692 $7.25M 0.73% -2,072 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: 48,365 shares; 2024Q4: 4,754 shares; 2025Q1: 4,750 shares; 2025Q2: 3,364 shares; 2025Q3: 3,739 shares; 2025Q4: 68,380 shares 68,380 $7.2M 0.73% +64,641 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,066 shares; 2025Q4: 60,980 shares 60,980 $7M 0.71% -4,086 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,947 shares 7,947 $6.99M 0.71% new 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: 32,179 shares; 2024Q4: 32,850 shares; 2025Q1: 32,654 shares; 2025Q2: 32,297 shares; 2025Q3: 32,393 shares; 2025Q4: 31,505 shares 31,505 $6.92M 0.7% -888 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 12,243 shares; 2025Q1: 12,340 shares; 2025Q2: 12,509 shares; 2025Q3: 12,607 shares; 2025Q4: 12,738 shares 12,738 $6.4M 0.65% +131 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,462 shares; 2025Q4: 9,423 shares 9,423 $6.35M 0.64% -2,039 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,755 shares; 2025Q1: 2,387 shares; 2025Q2: 1,981 shares; 2025Q3: 1,960 shares; 2025Q4: 53,710 shares 53,710 $6.3M 0.64% +51,750 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,271 shares 53,271 $6.14M 0.62% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,299 shares 21,299 $6.08M 0.61% new 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: 63,905 shares; 2024Q4: 62,598 shares; 2025Q1: 52,707 shares; 2025Q2: 46,345 shares; 2025Q3: 45,168 shares; 2025Q4: 50,554 shares 50,554 $6.08M 0.61% +5,386 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,082 shares; 2024Q4: 107,866 shares; 2025Q1: 112,083 shares; 2025Q2: 112,408 shares; 2025Q3: 116,330 shares; 2025Q4: 117,420 shares 117,420 $5.94M 0.6% +1,090 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163,570 shares 163,570 $5.91M 0.6% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,612 shares; 2024Q4: 48,319 shares; 2025Q1: 48,316 shares; 2025Q2: 47,401 shares; 2025Q3: 47,286 shares; 2025Q4: 44,433 shares 44,433 $5.88M 0.59% -2,853 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: 11,130 shares; 2024Q4: 10,680 shares; 2025Q1: 10,364 shares; 2025Q2: 10,409 shares; 2025Q3: 10,473 shares; 2025Q4: 9,537 shares 9,537 $5.86M 0.59% -936 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: 13,287 shares; 2024Q4: 13,280 shares; 2025Q1: 12,826 shares; 2025Q2: 12,781 shares; 2025Q3: 12,769 shares; 2025Q4: 12,366 shares 12,366 $5.85M 0.59% -403 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 102,172 shares; 2025Q2: 106,517 shares; 2025Q3: 113,103 shares; 2025Q4: 140,084 shares 140,084 $5.85M 0.59% +26,981 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,328 shares; 2024Q4: 100,820 shares; 2025Q1: 157,416 shares; 2025Q2: 158,397 shares; 2025Q3: 77,704 shares; 2025Q4: 77,135 shares 77,135 $5.79M 0.58% -569 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: 6,750 shares; 2024Q4: 6,782 shares; 2025Q1: 6,803 shares; 2025Q2: 6,890 shares; 2025Q3: 6,868 shares; 2025Q4: 61,454 shares 61,454 $5.76M 0.58% +54,586 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: not reported; 2024Q4: 7,632 shares; 2025Q1: 8,388 shares; 2025Q2: 8,657 shares; 2025Q3: 8,812 shares; 2025Q4: 9,967 shares 9,967 $5.69M 0.57% +1,155 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,680 shares; 2025Q4: 31,348 shares 31,348 $5.57M 0.56% +2,668 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,161 shares; 2024Q4: 14,252 shares; 2025Q1: 17,790 shares; 2025Q2: 18,424 shares; 2025Q3: 14,231 shares; 2025Q4: 14,240 shares 14,240 $5.54M 0.56% +9 Timeline GOVZ 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: 2,453,471 shares; 2024Q4: 1,999,747 shares; 2025Q1: 2,064,768 shares; 2025Q2: 880,451 shares; 2025Q3: 683,179 shares; 2025Q4: 589,940 shares 589,940 $5.46M 0.55% -93,239 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,928 shares; 2024Q4: 32,759 shares; 2025Q1: 34,600 shares; 2025Q2: 35,613 shares; 2025Q3: 36,161 shares; 2025Q4: 35,009 shares 35,009 $5.38M 0.54% -1,152 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: 12,529 shares; 2024Q4: 17,160 shares; 2025Q1: 42,591 shares; 2025Q2: 46,702 shares; 2025Q3: 37,020 shares; 2025Q4: 39,123 shares 39,123 $5.29M 0.53% +2,103 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 1,041 shares; 2025Q1: 5,383 shares; 2025Q2: 5,989 shares; 2025Q3: 8,430 shares; 2025Q4: 9,319 shares 9,319 $5.15M 0.52% +889 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,312 shares; 2025Q4: 96,135 shares 96,135 $5M 0.51% -177 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,955 shares; 2025Q2: 75,090 shares; 2025Q3: 55,571 shares; 2025Q4: 61,052 shares 61,052 $4.73M 0.48% +5,481 Timeline DFUS 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: 98,953 shares; 2024Q4: 96,536 shares; 2025Q1: 70,140 shares; 2025Q2: 65,654 shares; 2025Q3: 65,893 shares; 2025Q4: 63,740 shares 63,740 $4.73M 0.48% -2,153 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: 6,296 shares; 2024Q4: 17,446 shares; 2025Q1: 7,738 shares; 2025Q2: 17,554 shares; 2025Q3: 7,370 shares; 2025Q4: 6,710 shares 6,710 $4.58M 0.46% -660 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: not reported; 2024Q4: 178,123 shares; 2025Q1: 183,292 shares; 2025Q2: 163,873 shares; 2025Q3: 167,482 shares; 2025Q4: 169,670 shares 169,670 $4.32M 0.44% +2,188 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,021 shares 14,021 $4.32M 0.44% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,694 shares; 2024Q4: 40,648 shares; 2025Q1: 40,564 shares; 2025Q2: 39,168 shares; 2025Q3: 38,111 shares; 2025Q4: 40,652 shares 40,652 $4.16M 0.42% +2,541 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: 2,379 shares; 2024Q4: 6,445 shares; 2025Q1: 20,913 shares; 2025Q2: 20,570 shares; 2025Q3: 20,989 shares; 2025Q4: 21,289 shares 21,289 $4.08M 0.41% +300 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: 28,769 shares; 2024Q4: 29,729 shares; 2025Q1: 27,742 shares; 2025Q2: 28,896 shares; 2025Q3: 12,011 shares; 2025Q4: 11,743 shares 11,743 $4.04M 0.41% -268 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: 15,802 shares; 2024Q4: 30,862 shares; 2025Q1: 16,369 shares; 2025Q2: 16,087 shares; 2025Q3: 16,119 shares; 2025Q4: 15,383 shares 15,383 $3.89M 0.39% -736 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,053 shares 81,053 $3.61M 0.36% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,772 shares; 2025Q2: 99,992 shares; 2025Q3: 99,186 shares; 2025Q4: 99,278 shares 99,278 $3.5M 0.35% +92 Timeline SUSA 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: 17,816 shares; 2024Q4: 23,863 shares; 2025Q1: 25,110 shares; 2025Q2: 25,173 shares; 2025Q3: 24,820 shares; 2025Q4: 25,063 shares 25,063 $3.49M 0.35% +243 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,789 shares 61,789 $3.33M 0.34% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares 11,700 $3.31M 0.33% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: 16,357 shares; 2025Q3: 35,640 shares; 2025Q4: 41,119 shares 41,119 $3.29M 0.33% +5,479 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 8,926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,572 shares; 2025Q4: 15,570 shares 15,570 $3.2M 0.32% +998 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 2,891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,577 shares; 2025Q4: 9,408 shares 9,408 $3.13M 0.32% +831 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,459 shares 31,459 $3.11M 0.31% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,790 shares 68,790 $3.05M 0.31% new Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 20,314 shares; 2025Q1: 25,474 shares; 2025Q2: 51,537 shares; 2025Q3: 58,020 shares; 2025Q4: 97,606 shares 97,606 $2.95M 0.3% +39,586 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,459 shares; 2025Q2: 30,287 shares; 2025Q3: 31,802 shares; 2025Q4: 33,603 shares 33,603 $2.94M 0.3% +1,801 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: 19,065 shares; 2024Q4: 19,861 shares; 2025Q1: 41,115 shares; 2025Q2: 45,228 shares; 2025Q3: 56,276 shares; 2025Q4: 69,882 shares 69,882 $2.85M 0.29% +13,606 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 8,434 shares; 2025Q1: 10,698 shares; 2025Q2: 9,409 shares; 2025Q3: 7,539 shares; 2025Q4: 8,325 shares 8,325 $2.83M 0.29% +786 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,680 shares; 2025Q3: 10,666 shares; 2025Q4: 11,688 shares 11,688 $2.83M 0.29% +1,022 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,110 shares; 2025Q4: 17,248 shares 17,248 $2.77M 0.28% +2,138 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,080 shares; 2025Q2: 96,023 shares; 2025Q3: 131,491 shares; 2025Q4: 140,351 shares 140,351 $2.74M 0.28% +8,860 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: 7,488 shares; 2024Q4: 8,768 shares; 2025Q1: 7,355 shares; 2025Q2: 7,750 shares; 2025Q3: 6,256 shares; 2025Q4: 3,093 shares 3,093 $2.67M 0.27% -3,163 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,503 shares; 2024Q4: 24,179 shares; 2025Q1: 24,877 shares; 2025Q2: 25,508 shares; 2025Q3: 25,713 shares; 2025Q4: 16,022 shares 16,022 $2.59M 0.26% -9,691 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: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 18,827 shares; 2025Q4: 20,499 shares 20,499 $2.57M 0.26% +1,672 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,163 shares; 2025Q4: 12,434 shares 12,434 $2.52M 0.25% +1,271 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,593 shares; 2025Q4: 2,860 shares 2,860 $2.51M 0.25% +267 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,602 shares; 2025Q1: 9,623 shares; 2025Q2: 9,920 shares; 2025Q3: 10,221 shares; 2025Q4: 4,653 shares 4,653 $2.43M 0.25% -5,568 Timeline PIZ 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: 45,370 shares; 2025Q3: 45,442 shares; 2025Q4: 45,245 shares 45,245 $2.22M 0.22% -197 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,755 shares; 2024Q4: 48,773 shares; 2025Q1: 49,180 shares; 2025Q2: 50,313 shares; 2025Q3: 50,598 shares; 2025Q4: 22,851 shares 22,851 $2.18M 0.22% -27,747 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,668 shares; 2024Q4: 84,400 shares; 2025Q1: 85,492 shares; 2025Q2: 83,871 shares; 2025Q3: 78,773 shares; 2025Q4: 76,402 shares 76,402 $2.1M 0.21% -2,371 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,681 shares; 2025Q2: 4,865 shares; 2025Q3: 9,104 shares; 2025Q4: 10,083 shares 10,083 $2.08M 0.21% +979 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: 30,843 shares; 2024Q4: 34,828 shares; 2025Q1: 32,830 shares; 2025Q2: 30,647 shares; 2025Q3: 29,267 shares; 2025Q4: 29,697 shares 29,697 $2.08M 0.21% +430 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: 33,388 shares; 2024Q4: 33,567 shares; 2025Q1: 33,269 shares; 2025Q2: 32,964 shares; 2025Q3: 32,518 shares; 2025Q4: 32,135 shares 32,135 $1.84M 0.19% -383 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,398 shares 13,398 $1.82M 0.18% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 10,029 shares; 2025Q1: 11,094 shares; 2025Q2: 12,764 shares; 2025Q3: 9,224 shares; 2025Q4: 9,943 shares 9,943 $1.78M 0.18% +719 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,415 shares; 2025Q2: 7,050 shares; 2025Q3: 12,902 shares; 2025Q4: 12,015 shares 12,015 $1.71M 0.17% -887 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: 28,041 shares; 2024Q4: 28,286 shares; 2025Q1: 27,859 shares; 2025Q2: 28,201 shares; 2025Q3: 28,017 shares; 2025Q4: 28,195 shares 28,195 $1.64M 0.17% +178 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,199 shares 3,199 $1.63M 0.16% new 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: 19,664 shares; 2024Q4: 20,193 shares; 2025Q1: 20,141 shares; 2025Q2: 18,257 shares; 2025Q3: 18,507 shares; 2025Q4: 18,606 shares 18,606 $1.62M 0.16% +99 Timeline JMSI 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: 21,651 shares; 2024Q4: 21,981 shares; 2025Q1: 24,540 shares; 2025Q2: 24,187 shares; 2025Q3: 29,991 shares; 2025Q4: 31,381 shares 31,381 $1.58M 0.16% +1,390 Timeline ITT ITT INC More: the full row for ITT 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: 8,897 shares 8,897 $1.54M 0.16% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,052 shares 8,052 $1.46M 0.15% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 7,744 shares; 2025Q1: 7,744 shares; 2025Q2: 7,389 shares; 2025Q3: 7,724 shares; 2025Q4: 6,826 shares 6,826 $1.36M 0.14% -898 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,333 shares; 2025Q3: 35,063 shares; 2025Q4: 42,830 shares 42,830 $1.34M 0.14% +7,767 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 8,062 shares; 2025Q1: 8,081 shares; 2025Q2: 8,091 shares; 2025Q3: 8,091 shares; 2025Q4: 8,183 shares 8,183 $1.31M 0.13% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,898 shares; 2025Q4: 34,071 shares 34,071 $1.28M 0.13% +3,173 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,790 shares; 2025Q4: 17,339 shares 17,339 $1.25M 0.13% +1,549 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: 5,078 shares; 2025Q3: 5,868 shares; 2025Q4: 5,149 shares 5,149 $1.24M 0.13% -719 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,133 shares; 2024Q4: 22,818 shares; 2025Q1: 23,114 shares; 2025Q2: 22,798 shares; 2025Q3: 22,089 shares; 2025Q4: 21,522 shares 21,522 $1.22M 0.12% -567 Timeline PWV 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: 18,023 shares; 2024Q4: 18,023 shares; 2025Q1: 16,368 shares; 2025Q2: 16,251 shares; 2025Q3: 17,831 shares; 2025Q4: 17,831 shares 17,831 $1.19M 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,162 shares; 2025Q1: 11,124 shares; 2025Q2: 10,133 shares; 2025Q3: 18,569 shares; 2025Q4: 6,075 shares 6,075 $1.18M 0.12% -12,494 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 5,593 shares; 2025Q1: 16,970 shares; 2025Q2: 19,294 shares; 2025Q3: 12,817 shares; 2025Q4: 14,092 shares 14,092 $1.13M 0.11% +1,275 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: 13,880 shares; 2024Q4: 19,629 shares; 2025Q1: 2,216 shares; 2025Q2: 8,999 shares; 2025Q3: 1,788 shares; 2025Q4: 1,792 shares 1,792 $1.12M 0.11% +4 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: 2,713 shares; 2024Q4: 2,623 shares; 2025Q1: 3,165 shares; 2025Q2: 2,990 shares; 2025Q3: 2,632 shares; 2025Q4: 2,455 shares 2,455 $1.1M 0.11% -177 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: 16,142 shares; 2024Q4: 13,432 shares; 2025Q1: 13,687 shares; 2025Q2: 13,700 shares; 2025Q3: 15,469 shares; 2025Q4: 15,701 shares 15,701 $1.04M 0.1% +232 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,470 shares; 2024Q4: 23,340 shares; 2025Q1: 23,617 shares; 2025Q2: 23,132 shares; 2025Q3: 22,542 shares; 2025Q4: 22,233 shares 22,233 $1.01M 0.1% -309 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,181 shares; 2025Q4: 2,979 shares 2,979 $964K 0.1% -4,202 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 11,286 shares; 2025Q2: 10,093 shares; 2025Q3: 19,386 shares; 2025Q4: 11,150 shares 11,150 $904K 0.09% -8,236 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 2,083 shares; 2025Q1: 2,832 shares; 2025Q2: 3,215 shares; 2025Q3: not reported; 2025Q4: 3,406 shares 3,406 $891K 0.09% 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: 11,333 shares; 2024Q4: 8,690 shares; 2025Q1: 8,447 shares; 2025Q2: 8,447 shares; 2025Q3: 9,593 shares; 2025Q4: 9,953 shares 9,953 $890K 0.09% +360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,531 shares 2,531 $890K 0.09% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 9,690 shares; 2025Q1: 5,367 shares; 2025Q2: 6,422 shares; 2025Q3: 4,271 shares; 2025Q4: 4,246 shares 4,246 $879K 0.09% -25 Timeline DON 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: 16,260 shares; 2024Q4: 15,510 shares; 2025Q1: 15,970 shares; 2025Q2: 16,032 shares; 2025Q3: 15,825 shares; 2025Q4: 16,628 shares 16,628 $858K 0.09% +803 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: 5,254 shares; 2024Q4: 1,188 shares; 2025Q1: 1,093 shares; 2025Q2: 797 shares; 2025Q3: 1,057 shares; 2025Q4: 791 shares 791 $850K 0.09% -266 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,465 shares; 2024Q4: 2,126 shares; 2025Q1: 2,054 shares; 2025Q2: 2,274 shares; 2025Q3: 2,517 shares; 2025Q4: 2,411 shares 2,411 $846K 0.09% -106 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: 8,347 shares; 2024Q4: 7,480 shares; 2025Q1: 6,309 shares; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares; 2025Q4: 6,069 shares 6,069 $746K 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,599 shares; 2025Q1: 2,390 shares; 2025Q2: 1,956 shares; 2025Q3: 2,378 shares; 2025Q4: 2,430 shares 2,430 $743K 0.07% +52 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 7,978 shares; 2025Q1: 7,827 shares; 2025Q2: 7,965 shares; 2025Q3: 8,421 shares; 2025Q4: 16,600 shares 16,600 $742K 0.07% +8,179 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: 2,069 shares; 2024Q4: 2,275 shares; 2025Q1: 2,345 shares; 2025Q2: 2,253 shares; 2025Q3: 2,056 shares; 2025Q4: 2,184 shares 2,184 $732K 0.07% +128 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: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,691 shares; 2025Q2: 2,575 shares; 2025Q3: 4,665 shares; 2025Q4: 5,797 shares 5,797 $715K 0.07% +1,132 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: not reported; 2025Q4: 2,813 shares 2,813 $711K 0.07% new 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: 996 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 514 shares; 2025Q3: 979 shares; 2025Q4: 962 shares 962 $659K 0.07% -17 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 5,260 shares; 2025Q1: 5,319 shares; 2025Q2: 7,298 shares; 2025Q3: 6,655 shares; 2025Q4: 6,655 shares 6,655 $639K 0.06% 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: 1,433 shares; 2024Q4: 1,443 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,463 shares; 2025Q4: 1,587 shares 1,587 $587K 0.06% +124 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares 4,815 $560K 0.06% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,078 shares; 2025Q2: 5,716 shares; 2025Q3: 9,055 shares; 2025Q4: 3,710 shares 3,710 $515K 0.05% -5,345 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 1,717 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,684 shares; 2025Q4: 1,697 shares 1,697 $493K 0.05% +13 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: not reported; 2024Q4: 5,942 shares; 2025Q1: 5,942 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares; 2025Q4: 6,112 shares 6,112 $490K 0.05% +33 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: 3,585 shares; 2024Q4: 14,340 shares; 2025Q1: 14,340 shares; 2025Q2: 14,406 shares; 2025Q3: 14,394 shares; 2025Q4: 14,719 shares 14,719 $480K 0.05% +325 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,469 shares; 2025Q1: 3,196 shares; 2025Q2: 2,886 shares; 2025Q3: 3,254 shares; 2025Q4: 3,207 shares 3,207 $460K 0.05% -47 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: 3,357 shares; 2024Q4: 32,225 shares; 2025Q1: 35,760 shares; 2025Q2: 36,390 shares; 2025Q3: 3,846 shares; 2025Q4: 3,183 shares 3,183 $456K 0.05% -663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,992 shares 11,992 $441K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,432 shares 6,432 $432K 0.04% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,355 shares; 2025Q2: 7,084 shares; 2025Q3: 11,396 shares; 2025Q4: 2,449 shares 2,449 $427K 0.04% -8,947 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,652 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares 1,754 $423K 0.04% 0 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: 749 shares; 2024Q4: 749 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 819 shares; 2025Q4: 862 shares 862 $414K 0.04% +43 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: 7,866 shares; 2024Q4: 8,092 shares; 2025Q1: 7,543 shares; 2025Q2: 7,381 shares; 2025Q3: 10,201 shares; 2025Q4: 7,381 shares 7,381 $406K 0.04% -2,820 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: not reported; 2024Q4: 8,028 shares; 2025Q1: 9,442 shares; 2025Q2: 9,921 shares; 2025Q3: 10,564 shares; 2025Q4: 10,512 shares 10,512 $403K 0.04% -52 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: 813 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 812 shares; 2025Q4: 808 shares 808 $394K 0.04% -4 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: 4,449 shares; 2024Q4: 4,113 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 4,231 shares; 2025Q4: 4,131 shares 4,131 $385K 0.04% -100 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 2,658 shares 2,658 $383K 0.04% +1,245 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 34,207 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares 3,588 $373K 0.04% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,261 shares 8,261 $369K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 4,118 shares; 2025Q1: 4,187 shares; 2025Q2: 3,631 shares; 2025Q3: 4,357 shares; 2025Q4: 4,357 shares 4,357 $350K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,627 shares 3,627 $348K 0.04% new 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: 6,972 shares; 2024Q4: 7,038 shares; 2025Q1: 7,020 shares; 2025Q2: 6,993 shares; 2025Q3: 6,991 shares; 2025Q4: 6,986 shares 6,986 $343K 0.03% -5 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: 4,686 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares; 2025Q2: 6,989 shares; 2025Q3: 4,918 shares; 2025Q4: 4,918 shares 4,918 $342K 0.03% 0 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: 4,127 shares; 2024Q4: 12,381 shares; 2025Q1: 12,381 shares; 2025Q2: 12,381 shares; 2025Q3: 12,381 shares; 2025Q4: 12,381 shares 12,381 $333K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,108 shares; 2024Q4: 78,013 shares; 2025Q1: 79,883 shares; 2025Q2: 80,272 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares 3,020 $333K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 487 shares 487 $323K 0.03% -2,007 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 9,662 shares; 2025Q1: 771 shares; 2025Q2: 12,391 shares; 2025Q3: 766 shares; 2025Q4: 766 shares 766 $316K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 20,235 shares; 2025Q1: 66,876 shares; 2025Q2: 69,716 shares; 2025Q3: 4,378 shares; 2025Q4: 4,552 shares 4,552 $316K 0.03% +174 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,527 shares; 2025Q4: 8,201 shares 8,201 $315K 0.03% +2,674 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: 6,060 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 4,424 shares; 2025Q3: 4,502 shares; 2025Q4: 4,509 shares 4,509 $303K 0.03% +7 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: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares 636 $296K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,225 shares; 2025Q2: 1,196 shares; 2025Q3: 1,255 shares; 2025Q4: 1,396 shares 1,396 $296K 0.03% +141 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: 2,088 shares; 2024Q4: 1,860 shares; 2025Q1: 1,727 shares; 2025Q2: 1,305 shares; 2025Q3: 1,329 shares; 2025Q4: 1,279 shares 1,279 $292K 0.03% -50 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,174 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares 1,164 $287K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,959 shares; 2025Q1: 1,365 shares; 2025Q2: 840 shares; 2025Q3: 882 shares; 2025Q4: 867 shares 867 $286K 0.03% -15 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,571 shares; 2025Q2: 13,577 shares; 2025Q3: 6,349 shares; 2025Q4: 1,098 shares 1,098 $282K 0.03% -5,251 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 13,342 shares; 2025Q1: 11,621 shares; 2025Q2: 10,529 shares; 2025Q3: 2,191 shares; 2025Q4: 2,186 shares 2,186 $282K 0.03% -5 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 7,051 shares; 2025Q1: 7,051 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares 7,051 $271K 0.03% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,674 shares; 2024Q4: 21,238 shares; 2025Q1: 17,502 shares; 2025Q2: 15,071 shares; 2025Q3: 13,782 shares; 2025Q4: 13,802 shares 13,802 $265K 0.03% +20 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,974 shares; 2024Q4: 21,780 shares; 2025Q1: 25,939 shares; 2025Q2: 26,512 shares; 2025Q3: 4,700 shares; 2025Q4: 678 shares 678 $260K 0.03% -4,022 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 883 shares 883 $255K 0.03% 0 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,141 shares; 2024Q4: 10,074 shares; 2025Q1: 67,021 shares; 2025Q2: 76,096 shares; 2025Q3: 56,206 shares; 2025Q4: 8,189 shares 8,189 $251K 0.03% -48,017 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: 2,763 shares; 2024Q4: 8,376 shares; 2025Q1: 999 shares; 2025Q2: 2,704 shares; 2025Q3: 933 shares; 2025Q4: 924 shares 924 $251K 0.03% -9 Timeline IJJ 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: 2,090 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,950 shares; 2025Q4: 1,880 shares 1,880 $247K 0.02% -70 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares 1,331 $245K 0.02% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares 1,412 $239K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares 1,949 $239K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 3,851 shares; 2025Q1: 2,823 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,649 shares 2,649 $231K 0.02% +58 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,658 shares; 2025Q1: 2,427 shares; 2025Q2: 1,954 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares 1,960 $220K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,511 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,949 shares; 2025Q4: 5,949 shares 5,949 $216K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 1,749 shares; 2025Q1: 5,377 shares; 2025Q2: 4,380 shares; 2025Q3: not reported; 2025Q4: 654 shares 654 $214K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,206 shares 1,206 $214K 0.02% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,245 shares; 2025Q2: 8,102 shares; 2025Q3: 12,108 shares; 2025Q4: 1,753 shares 1,753 $214K 0.02% -10,355 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: 20,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 626 shares 626 $211K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 278 shares 278 $210K 0.02% -4 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 2,004 shares; 2025Q1: 1,281 shares; 2025Q2: 929 shares; 2025Q3: 835 shares; 2025Q4: 835 shares 835 $206K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,444 shares; 2025Q4: 1,339 shares 1,339 $204K 0.02% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,205 shares 2,205 $201K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 684 shares 684 $201K 0.02% 0 Timeline IGRO 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: 2,425 shares 2,425 $201K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,455 shares 1,455 $201K 0.02% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,778 shares; 2024Q4: 10,778 shares; 2025Q1: 10,778 shares; 2025Q2: 10,778 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares 10,778 $188K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 10,546 shares; 2025Q2: 10,546 shares; 2025Q3: 10,546 shares; 2025Q4: 10,546 shares 10,546 $66.4K 0.01% 0 Timeline