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: 719,207 shares; 2024Q4: 749,499 shares; 2025Q1: 789,615 shares; 2025Q2: 789,159 shares; 2025Q3: 825,846 shares; 2025Q4: 855,339 shares 855,339 $48.6M 3.06% +29,493 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: 167,777 shares; 2024Q4: 169,875 shares; 2025Q1: 183,682 shares; 2025Q2: 226,274 shares; 2025Q3: 232,863 shares; 2025Q4: 243,929 shares 243,929 $46.6M 2.94% +11,066 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,373 shares; 2024Q4: 356,738 shares; 2025Q1: 379,557 shares; 2025Q2: 396,850 shares; 2025Q3: 625,419 shares; 2025Q4: 672,994 shares 672,994 $40.3M 2.54% +47,575 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,081 shares; 2025Q1: 175,230 shares; 2025Q2: 199,927 shares; 2025Q3: 390,947 shares; 2025Q4: 410,898 shares 410,898 $38M 2.4% +19,951 Timeline VONG 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: 376,252 shares; 2024Q4: 377,200 shares; 2025Q1: 393,815 shares; 2025Q2: 280,438 shares; 2025Q3: 285,797 shares; 2025Q4: 289,724 shares 289,724 $35.3M 2.22% +3,927 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: 120,926 shares; 2024Q4: 120,618 shares; 2025Q1: 121,211 shares; 2025Q2: 127,000 shares; 2025Q3: 126,907 shares; 2025Q4: 124,848 shares 124,848 $33.9M 2.14% -2,059 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: 16,339 shares; 2024Q4: 16,319 shares; 2025Q1: 24,407 shares; 2025Q2: 27,076 shares; 2025Q3: 27,175 shares; 2025Q4: 28,560 shares 28,560 $30.7M 1.93% +1,385 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,617 shares; 2024Q4: 913,653 shares; 2025Q1: 924,983 shares; 2025Q2: 897,060 shares; 2025Q3: 944,178 shares; 2025Q4: 998,947 shares 998,947 $29.2M 1.84% +54,769 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: 94,217 shares; 2024Q4: 93,455 shares; 2025Q1: 101,108 shares; 2025Q2: 116,498 shares; 2025Q3: 116,163 shares; 2025Q4: 120,257 shares 120,257 $27.8M 1.75% +4,094 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: 66,169 shares; 2024Q4: 50,134 shares; 2025Q1: 52,236 shares; 2025Q2: 54,537 shares; 2025Q3: 55,770 shares; 2025Q4: 56,369 shares 56,369 $27.5M 1.73% +599 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: 359,528 shares; 2024Q4: 357,585 shares; 2025Q1: 400,995 shares; 2025Q2: 630,009 shares; 2025Q3: 635,453 shares; 2025Q4: 620,107 shares 620,107 $27.1M 1.71% -15,346 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,069 shares; 2024Q4: 361,009 shares; 2025Q1: 375,084 shares; 2025Q2: 388,473 shares; 2025Q3: 428,041 shares; 2025Q4: 455,606 shares 455,606 $26.8M 1.69% +27,565 Timeline SLQD 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: 380,695 shares; 2024Q4: 409,438 shares; 2025Q1: 423,385 shares; 2025Q2: 442,768 shares; 2025Q3: 463,558 shares; 2025Q4: 488,532 shares 488,532 $24.8M 1.56% +24,974 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: 392,500 shares; 2024Q4: 367,650 shares; 2025Q1: 397,485 shares; 2025Q2: 387,411 shares; 2025Q3: 250,261 shares; 2025Q4: 308,422 shares 308,422 $24.6M 1.55% +58,161 Timeline IBD 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: 667,785 shares; 2024Q4: 680,277 shares; 2025Q1: 673,268 shares; 2025Q2: 899,262 shares; 2025Q3: 937,889 shares; 2025Q4: 987,188 shares 987,188 $23.9M 1.51% +49,299 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,163 shares; 2024Q4: 774,785 shares; 2025Q1: 797,645 shares; 2025Q2: 453,086 shares; 2025Q3: 465,743 shares; 2025Q4: 478,249 shares 478,249 $22M 1.39% +12,506 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: 8,983 shares; 2024Q4: 35,254 shares; 2025Q1: 38,516 shares; 2025Q2: 49,833 shares; 2025Q3: 51,491 shares; 2025Q4: 52,419 shares 52,419 $21.6M 1.36% +928 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 11,594 shares; 2025Q1: 17,345 shares; 2025Q2: 24,465 shares; 2025Q3: 24,180 shares; 2025Q4: 598,497 shares 598,497 $20.8M 1.31% +574,317 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: 10,034 shares; 2024Q4: 81,825 shares; 2025Q1: 88,845 shares; 2025Q2: 94,440 shares; 2025Q3: 99,625 shares; 2025Q4: 103,672 shares 103,672 $19.2M 1.21% +4,047 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: 248,305 shares; 2024Q4: 250,532 shares; 2025Q1: 302,153 shares; 2025Q2: 230,707 shares; 2025Q3: 240,514 shares; 2025Q4: 251,507 shares 251,507 $18.9M 1.19% +10,993 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,992 shares; 2024Q4: 182,393 shares; 2025Q1: 184,041 shares; 2025Q2: 315,653 shares; 2025Q3: 335,873 shares; 2025Q4: 355,657 shares 355,657 $16.8M 1.06% +19,784 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: 294,152 shares; 2025Q3: 313,396 shares; 2025Q4: 341,130 shares 341,130 $16.7M 1.05% +27,734 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,239 shares; 2025Q1: 15,124 shares; 2025Q2: 510,605 shares; 2025Q3: 538,856 shares; 2025Q4: 562,555 shares 562,555 $14.9M 0.94% +23,699 Timeline IMCB 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: 5,764 shares; 2024Q4: 6,568 shares; 2025Q1: 7,023 shares; 2025Q2: 153,163 shares; 2025Q3: 168,275 shares; 2025Q4: 179,442 shares 179,442 $14.8M 0.94% +11,167 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496,783 shares; 2025Q3: 527,282 shares; 2025Q4: 548,411 shares 548,411 $14.6M 0.92% +21,129 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: 207,713 shares; 2024Q4: 217,825 shares; 2025Q1: 217,332 shares; 2025Q2: 235,634 shares; 2025Q3: 239,551 shares; 2025Q4: 242,030 shares 242,030 $14.6M 0.92% +2,479 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,941 shares; 2024Q4: 155,076 shares; 2025Q1: 162,777 shares; 2025Q2: 180,961 shares; 2025Q3: 183,837 shares; 2025Q4: 183,479 shares 183,479 $14.4M 0.91% -358 Timeline WWJD 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: 6,333 shares; 2024Q4: 6,567 shares; 2025Q1: 6,879 shares; 2025Q2: 440,058 shares; 2025Q3: 464,667 shares; 2025Q4: 378,850 shares 378,850 $13.8M 0.87% -85,817 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: 17,408 shares; 2024Q4: 18,514 shares; 2025Q1: 17,917 shares; 2025Q2: 19,697 shares; 2025Q3: 20,164 shares; 2025Q4: 20,884 shares 20,884 $12.8M 0.81% +720 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,764 shares; 2024Q4: 211,735 shares; 2025Q1: 215,101 shares; 2025Q2: 218,091 shares; 2025Q3: 226,451 shares; 2025Q4: 231,329 shares 231,329 $12.4M 0.78% +4,878 Timeline IMCG 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: 281,401 shares; 2024Q4: 287,832 shares; 2025Q1: 292,636 shares; 2025Q2: 146,812 shares; 2025Q3: 148,784 shares; 2025Q4: 153,457 shares 153,457 $12.3M 0.77% +4,673 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,329 shares; 2024Q4: 209,533 shares; 2025Q1: 223,946 shares; 2025Q2: 206,062 shares; 2025Q3: 274,094 shares; 2025Q4: 291,506 shares 291,506 $12.1M 0.76% +17,412 Timeline BIBL 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: 35,042 shares; 2024Q4: 30,797 shares; 2025Q1: 37,102 shares; 2025Q2: 226,196 shares; 2025Q3: 233,510 shares; 2025Q4: 266,844 shares 266,844 $12M 0.76% +33,334 Timeline GLRY 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: 708,314 shares; 2024Q4: 712,980 shares; 2025Q1: 712,390 shares; 2025Q2: 308,831 shares; 2025Q3: 314,874 shares; 2025Q4: 334,460 shares 334,460 $12M 0.75% +19,586 Timeline IUSV 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: 184,236 shares; 2024Q4: 200,545 shares; 2025Q1: 213,903 shares; 2025Q2: 251,187 shares; 2025Q3: 112,580 shares; 2025Q4: 116,601 shares 116,601 $12M 0.75% +4,021 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: 13,786 shares; 2024Q4: 14,125 shares; 2025Q1: 14,212 shares; 2025Q2: 15,207 shares; 2025Q3: 15,436 shares; 2025Q4: 18,202 shares 18,202 $11.4M 0.72% +2,766 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: 49,635 shares; 2024Q4: 51,572 shares; 2025Q1: 54,963 shares; 2025Q2: 57,093 shares; 2025Q3: 56,195 shares; 2025Q4: 60,002 shares 60,002 $11.2M 0.71% +3,807 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,518 shares; 2024Q4: 322,311 shares; 2025Q1: 326,565 shares; 2025Q2: 322,586 shares; 2025Q3: 323,206 shares; 2025Q4: 340,760 shares 340,760 $10.3M 0.65% +17,554 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: 23,782 shares; 2024Q4: 30,195 shares; 2025Q1: 26,597 shares; 2025Q2: 115,895 shares; 2025Q3: 122,126 shares; 2025Q4: 133,951 shares 133,951 $9.57M 0.6% +11,825 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,370 shares; 2024Q4: 88,435 shares; 2025Q1: 89,423 shares; 2025Q2: 164,656 shares; 2025Q3: 175,282 shares; 2025Q4: 184,845 shares 184,845 $9.4M 0.59% +9,563 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: 11,927 shares; 2024Q4: 6,090 shares; 2025Q1: 7,325 shares; 2025Q2: 11,282 shares; 2025Q3: 11,974 shares; 2025Q4: 12,138 shares 12,138 $9.15M 0.58% +164 Timeline LQTI 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: 445,943 shares 445,943 $8.97M 0.57% new 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: 145,086 shares; 2024Q4: 120,090 shares; 2025Q1: 122,032 shares; 2025Q2: 119,190 shares; 2025Q3: 124,103 shares; 2025Q4: 138,125 shares 138,125 $8.63M 0.54% +14,022 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,255 shares; 2024Q4: 42,413 shares; 2025Q1: 46,377 shares; 2025Q2: 48,670 shares; 2025Q3: 53,933 shares; 2025Q4: 59,924 shares 59,924 $8.6M 0.54% +5,991 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,863 shares; 2024Q4: 235,362 shares; 2025Q1: 253,639 shares; 2025Q2: 265,566 shares; 2025Q3: 298,407 shares; 2025Q4: 315,094 shares 315,094 $7.36M 0.46% +16,687 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,870 shares; 2024Q4: 326,026 shares; 2025Q1: 335,249 shares; 2025Q2: 239,126 shares; 2025Q3: 250,983 shares; 2025Q4: 265,606 shares 265,606 $7.34M 0.46% +14,623 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: 105,795 shares; 2024Q4: 108,825 shares; 2025Q1: 110,117 shares; 2025Q2: 148,511 shares; 2025Q3: 161,985 shares; 2025Q4: 185,839 shares 185,839 $7.28M 0.46% +23,854 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 17,728 shares; 2025Q1: 17,495 shares; 2025Q2: 62,010 shares; 2025Q3: 64,689 shares; 2025Q4: 69,622 shares 69,622 $7.1M 0.45% +4,933 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,802 shares; 2024Q4: 93,450 shares; 2025Q1: 103,042 shares; 2025Q2: 96,603 shares; 2025Q3: 129,864 shares; 2025Q4: 140,246 shares 140,246 $7.1M 0.45% +10,382 Timeline ISMD 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: 25,508 shares; 2024Q4: 24,680 shares; 2025Q1: 26,859 shares; 2025Q2: 152,350 shares; 2025Q3: 161,712 shares; 2025Q4: 181,514 shares 181,514 $7M 0.44% +19,802 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: 98,418 shares; 2024Q4: 99,090 shares; 2025Q1: 98,640 shares; 2025Q2: 102,976 shares; 2025Q3: 104,860 shares; 2025Q4: 105,640 shares 105,640 $6.97M 0.44% +780 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: 54,100 shares; 2024Q4: 194,856 shares; 2025Q1: 202,249 shares; 2025Q2: 214,833 shares; 2025Q3: 211,635 shares; 2025Q4: 208,899 shares 208,899 $6.81M 0.43% -2,736 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,614 shares; 2024Q4: 12,955 shares; 2025Q1: 13,323 shares; 2025Q2: 14,068 shares; 2025Q3: 10,188 shares; 2025Q4: 9,976 shares 9,976 $6.8M 0.43% -212 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,557 shares; 2025Q3: 130,924 shares; 2025Q4: 139,100 shares 139,100 $6.77M 0.43% +8,176 Timeline FDG 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: 61,156 shares; 2024Q4: 56,125 shares; 2025Q1: 55,364 shares; 2025Q2: 54,890 shares; 2025Q3: 53,289 shares; 2025Q4: 52,366 shares 52,366 $6.64M 0.42% -923 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: 19,170 shares; 2024Q4: 19,262 shares; 2025Q1: 19,516 shares; 2025Q2: 20,133 shares; 2025Q3: 19,289 shares; 2025Q4: 20,449 shares 20,449 $6.4M 0.4% +1,160 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: 108,675 shares; 2024Q4: 117,081 shares; 2025Q1: 132,904 shares; 2025Q2: 133,082 shares; 2025Q3: 139,492 shares; 2025Q4: 135,347 shares 135,347 $6.34M 0.4% -4,145 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,287 shares; 2024Q4: 78,667 shares; 2025Q1: 84,912 shares; 2025Q2: 81,215 shares; 2025Q3: 89,633 shares; 2025Q4: 98,264 shares 98,264 $6.33M 0.4% +8,631 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,145 shares; 2024Q4: 182,121 shares; 2025Q1: 207,139 shares; 2025Q2: 145,220 shares; 2025Q3: 153,389 shares; 2025Q4: 154,144 shares 154,144 $6.2M 0.39% +755 Timeline FDLS 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: 3,238 shares; 2024Q4: 4,453 shares; 2025Q1: 7,398 shares; 2025Q2: 151,123 shares; 2025Q3: 157,468 shares; 2025Q4: 171,534 shares 171,534 $6.13M 0.39% +14,066 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,688 shares; 2024Q4: 39,738 shares; 2025Q1: 38,973 shares; 2025Q2: 32,213 shares; 2025Q3: 31,905 shares; 2025Q4: 29,724 shares 29,724 $5.94M 0.37% -2,181 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: 11,236 shares; 2024Q4: 11,620 shares; 2025Q1: 10,919 shares; 2025Q2: 10,942 shares; 2025Q3: 10,539 shares; 2025Q4: 10,270 shares 10,270 $5.88M 0.37% -269 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 18,830 shares; 2025Q1: 20,065 shares; 2025Q2: 52,559 shares; 2025Q3: 55,337 shares; 2025Q4: 56,172 shares 56,172 $5.75M 0.36% +835 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: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 128,345 shares; 2025Q2: 129,935 shares; 2025Q3: 130,858 shares; 2025Q4: 166,022 shares 166,022 $5.69M 0.36% +35,164 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: 66,316 shares; 2024Q4: 67,612 shares; 2025Q1: 63,286 shares; 2025Q2: 62,831 shares; 2025Q3: 62,135 shares; 2025Q4: 61,318 shares 61,318 $5.49M 0.35% -817 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: 7,838 shares; 2024Q4: 14,060 shares; 2025Q1: 34,630 shares; 2025Q2: 36,686 shares; 2025Q3: 37,749 shares; 2025Q4: 111,138 shares 111,138 $5.46M 0.34% +73,389 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: 39,837 shares; 2024Q4: 54,874 shares; 2025Q1: 72,279 shares; 2025Q2: 81,063 shares; 2025Q3: 84,036 shares; 2025Q4: 89,355 shares 89,355 $5.43M 0.34% +5,319 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: 14,403 shares; 2024Q4: 13,208 shares; 2025Q1: 13,545 shares; 2025Q2: 11,324 shares; 2025Q3: 10,983 shares; 2025Q4: 11,226 shares 11,226 $5.43M 0.34% +243 Timeline PTBD 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: 208,486 shares; 2024Q4: 232,631 shares; 2025Q1: 242,821 shares; 2025Q2: 255,008 shares; 2025Q3: 264,787 shares; 2025Q4: 277,610 shares 277,610 $5.39M 0.34% +12,823 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: 12,600 shares; 2024Q4: 13,888 shares; 2025Q1: 16,702 shares; 2025Q2: 17,861 shares; 2025Q3: 16,457 shares; 2025Q4: 17,419 shares 17,419 $5.26M 0.33% +962 Timeline IQLT 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: 97,057 shares; 2024Q4: 109,500 shares; 2025Q1: 101,306 shares; 2025Q2: 103,461 shares; 2025Q3: 107,961 shares; 2025Q4: 115,048 shares 115,048 $5.23M 0.33% +7,087 Timeline SDVD 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: 234,521 shares 234,521 $5.03M 0.32% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 27,997 shares; 2025Q1: 28,515 shares; 2025Q2: 39,663 shares; 2025Q3: 26,588 shares; 2025Q4: 34,923 shares 34,923 $5.03M 0.32% +8,335 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,287 shares 191,287 $5.02M 0.32% new Timeline MGV 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: 25,503 shares; 2024Q4: 37,206 shares; 2025Q1: 37,254 shares; 2025Q2: 35,024 shares; 2025Q3: 35,927 shares; 2025Q4: 35,466 shares 35,466 $5.01M 0.32% -461 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: 150,284 shares; 2024Q4: 151,372 shares; 2025Q1: 142,350 shares; 2025Q2: 126,508 shares; 2025Q3: 121,007 shares; 2025Q4: 89,509 shares 89,509 $4.9M 0.31% -31,498 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166 shares; 2025Q4: 133,577 shares 133,577 $4.79M 0.3% +133,411 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: 8,014 shares; 2024Q4: 7,577 shares; 2025Q1: 10,093 shares; 2025Q2: 11,047 shares; 2025Q3: 10,483 shares; 2025Q4: 10,597 shares 10,597 $4.77M 0.3% +114 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF 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: 195,489 shares; 2025Q3: 195,830 shares; 2025Q4: 196,470 shares 196,470 $4.77M 0.3% +640 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: 31,231 shares; 2024Q4: 28,055 shares; 2025Q1: 28,615 shares; 2025Q2: 30,166 shares; 2025Q3: 30,830 shares; 2025Q4: 30,084 shares 30,084 $4.71M 0.3% -746 Timeline FLRT 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: 66,993 shares; 2024Q4: 72,153 shares; 2025Q1: 82,202 shares; 2025Q2: 85,074 shares; 2025Q3: 91,566 shares; 2025Q4: 96,770 shares 96,770 $4.56M 0.29% +5,204 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: 14,154 shares; 2024Q4: 21,721 shares; 2025Q1: 22,086 shares; 2025Q2: 22,828 shares; 2025Q3: 27,166 shares; 2025Q4: 28,829 shares 28,829 $4.39M 0.28% +1,663 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: 55,381 shares; 2024Q4: 54,850 shares; 2025Q1: 49,256 shares; 2025Q2: 52,488 shares; 2025Q3: 52,718 shares; 2025Q4: 93,439 shares 93,439 $4.18M 0.26% +40,721 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 6,247 shares; 2025Q1: 62,330 shares; 2025Q2: 103,217 shares; 2025Q3: 147,058 shares; 2025Q4: 162,165 shares 162,165 $4.18M 0.26% +15,107 Timeline ILTB 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: 62,673 shares; 2024Q4: 74,208 shares; 2025Q1: 77,171 shares; 2025Q2: 75,996 shares; 2025Q3: 76,086 shares; 2025Q4: 83,952 shares 83,952 $4.17M 0.26% +7,866 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,991 shares; 2024Q4: 214,924 shares; 2025Q1: 221,560 shares; 2025Q2: 88,765 shares; 2025Q3: 90,919 shares; 2025Q4: 107,660 shares 107,660 $4.15M 0.26% +16,741 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: 11,065 shares; 2024Q4: 11,348 shares; 2025Q1: 11,678 shares; 2025Q2: 12,219 shares; 2025Q3: 12,735 shares; 2025Q4: 14,131 shares 14,131 $4.1M 0.26% +1,396 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,910 shares; 2024Q4: 56,867 shares; 2025Q1: 57,942 shares; 2025Q2: 62,057 shares; 2025Q3: 65,206 shares; 2025Q4: 65,836 shares 65,836 $4.09M 0.26% +630 Timeline FLV 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: 52,414 shares; 2024Q4: 53,828 shares; 2025Q1: 54,213 shares; 2025Q2: 54,377 shares; 2025Q3: 53,961 shares; 2025Q4: 53,754 shares 53,754 $4.07M 0.26% -207 Timeline PTL 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: 2,268 shares; 2024Q4: 3,681 shares; 2025Q1: 5,288 shares; 2025Q2: 7,597 shares; 2025Q3: 9,330 shares; 2025Q4: 15,741 shares 15,741 $3.91M 0.25% +6,411 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: 9,060 shares; 2024Q4: 10,384 shares; 2025Q1: 11,101 shares; 2025Q2: 19,506 shares; 2025Q3: 25,525 shares; 2025Q4: 27,890 shares 27,890 $3.86M 0.24% +2,365 Timeline VSS 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: 27,397 shares; 2024Q4: 28,618 shares; 2025Q1: 26,617 shares; 2025Q2: 26,172 shares; 2025Q3: 26,824 shares; 2025Q4: 26,850 shares 26,850 $3.85M 0.24% +26 Timeline RISN 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: 2,203 shares; 2024Q4: 2,218 shares; 2025Q1: 2,228 shares; 2025Q2: 127,618 shares; 2025Q3: 129,203 shares; 2025Q4: 132,222 shares 132,222 $3.84M 0.24% +3,019 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 22,990 shares; 2025Q3: 25,497 shares; 2025Q4: 29,396 shares 29,396 $3.83M 0.24% +3,899 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: 7,423 shares; 2024Q4: 7,825 shares; 2025Q1: 8,726 shares; 2025Q2: 11,310 shares; 2025Q3: 12,414 shares; 2025Q4: 13,024 shares 13,024 $3.75M 0.24% +610 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: 41,891 shares; 2024Q4: 40,730 shares; 2025Q1: 45,587 shares; 2025Q2: 48,322 shares; 2025Q3: 52,670 shares; 2025Q4: 53,847 shares 53,847 $3.74M 0.24% +1,177 Timeline HYEM 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: 133,932 shares; 2024Q4: 146,287 shares; 2025Q1: 150,694 shares; 2025Q2: 153,654 shares; 2025Q3: 169,972 shares; 2025Q4: 187,315 shares 187,315 $3.73M 0.23% +17,343 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,905 shares; 2025Q1: 1,818 shares; 2025Q2: 10,692 shares; 2025Q3: 10,535 shares; 2025Q4: 10,267 shares 10,267 $3.7M 0.23% -268 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,301 shares; 2024Q4: 25,751 shares; 2025Q1: 26,741 shares; 2025Q2: 24,455 shares; 2025Q3: 24,013 shares; 2025Q4: 20,807 shares 20,807 $3.55M 0.22% -3,206 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 370,244 shares; 2025Q1: 390,026 shares; 2025Q2: 29,970 shares; 2025Q3: 27,871 shares; 2025Q4: 27,800 shares 27,800 $3.52M 0.22% -71 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,635 shares; 2024Q4: 70,201 shares; 2025Q1: 66,835 shares; 2025Q2: 66,757 shares; 2025Q3: 66,002 shares; 2025Q4: 68,809 shares 68,809 $3.46M 0.22% +2,807 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: 11,630 shares; 2024Q4: 11,768 shares; 2025Q1: 13,648 shares; 2025Q2: 15,801 shares; 2025Q3: 16,209 shares; 2025Q4: 16,274 shares 16,274 $3.45M 0.22% +65 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 39,403 shares; 2025Q1: 37,047 shares; 2025Q2: 39,117 shares; 2025Q3: 31,235 shares; 2025Q4: 29,523 shares 29,523 $3.45M 0.22% -1,712 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: 87,345 shares; 2024Q4: 79,373 shares; 2025Q1: 76,466 shares; 2025Q2: 54,652 shares; 2025Q3: 41,320 shares; 2025Q4: 42,691 shares 42,691 $3.42M 0.22% +1,371 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 14,881 shares; 2025Q1: 11,148 shares; 2025Q2: 10,636 shares; 2025Q3: 9,344 shares; 2025Q4: 21,803 shares 21,803 $3.38M 0.21% +12,459 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: 16,968 shares; 2024Q4: 24,422 shares; 2025Q1: 49,808 shares; 2025Q2: 53,159 shares; 2025Q3: 53,780 shares; 2025Q4: 48,132 shares 48,132 $3.34M 0.21% -5,648 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: 8,038 shares; 2024Q4: 8,448 shares; 2025Q1: 9,368 shares; 2025Q2: 9,884 shares; 2025Q3: 10,203 shares; 2025Q4: 10,606 shares 10,606 $3.33M 0.21% +403 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 10,615 shares; 2025Q1: 10,898 shares; 2025Q2: 11,522 shares; 2025Q3: 11,092 shares; 2025Q4: 12,507 shares 12,507 $3.23M 0.2% +1,415 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: 107,171 shares; 2024Q4: 41,427 shares; 2025Q1: 39,463 shares; 2025Q2: 48,168 shares; 2025Q3: 27,048 shares; 2025Q4: 33,973 shares 33,973 $2.96M 0.19% +6,925 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: 4,960 shares; 2024Q4: 5,390 shares; 2025Q1: 5,159 shares; 2025Q2: 3,978 shares; 2025Q3: 3,908 shares; 2025Q4: 5,820 shares 5,820 $2.93M 0.18% +1,912 Timeline XLRE 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: 76,883 shares; 2024Q4: 77,444 shares; 2025Q1: 73,249 shares; 2025Q2: 76,047 shares; 2025Q3: 78,211 shares; 2025Q4: 72,362 shares 72,362 $2.92M 0.18% -5,849 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: 31,707 shares; 2024Q4: 30,593 shares; 2025Q1: 29,114 shares; 2025Q2: 26,065 shares; 2025Q3: 23,113 shares; 2025Q4: 23,065 shares 23,065 $2.84M 0.18% -48 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,873 shares; 2024Q4: 45,522 shares; 2025Q1: 42,721 shares; 2025Q2: 37,917 shares; 2025Q3: 31,705 shares; 2025Q4: 26,417 shares 26,417 $2.83M 0.18% -5,288 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,864 shares; 2024Q4: 62,124 shares; 2025Q1: 62,418 shares; 2025Q2: 71,112 shares; 2025Q3: 72,705 shares; 2025Q4: 73,037 shares 73,037 $2.82M 0.18% +332 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 2,394 shares; 2025Q1: 2,400 shares; 2025Q2: 91,740 shares; 2025Q3: 98,333 shares; 2025Q4: 102,246 shares 102,246 $2.8M 0.18% +3,913 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: 22,390 shares; 2024Q4: 22,465 shares; 2025Q1: 22,488 shares; 2025Q2: 21,931 shares; 2025Q3: 22,978 shares; 2025Q4: 23,821 shares 23,821 $2.79M 0.18% +843 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: 361,837 shares; 2024Q4: 138,510 shares; 2025Q1: 132,855 shares; 2025Q2: 129,810 shares; 2025Q3: 119,544 shares; 2025Q4: 114,285 shares 114,285 $2.75M 0.17% -5,259 Timeline USRT 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: 39,492 shares; 2025Q1: 41,274 shares; 2025Q2: 44,388 shares; 2025Q3: 46,871 shares; 2025Q4: 48,207 shares 48,207 $2.75M 0.17% +1,336 Timeline SCHR 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: 151,707 shares; 2024Q4: 308,485 shares; 2025Q1: 317,419 shares; 2025Q2: 92,757 shares; 2025Q3: 108,310 shares; 2025Q4: 108,387 shares 108,387 $2.72M 0.17% +77 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,980 shares 50,980 $2.7M 0.17% new Timeline NEOS ETF TRUST NEOS ETF TRUST More: the full row for NEOS 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: 21,501 shares; 2025Q3: 33,661 shares; 2025Q4: 87,293 shares 87,293 $2.62M 0.17% +53,632 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: 11,856 shares; 2024Q4: 11,644 shares; 2025Q1: 11,770 shares; 2025Q2: 13,488 shares; 2025Q3: 14,462 shares; 2025Q4: 14,747 shares 14,747 $2.62M 0.17% +285 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,036 shares; 2024Q4: 105,325 shares; 2025Q1: 121,894 shares; 2025Q2: 40,424 shares; 2025Q3: 46,150 shares; 2025Q4: 56,341 shares 56,341 $2.56M 0.16% +10,191 Timeline PTLC 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: 35,635 shares; 2024Q4: 39,589 shares; 2025Q1: 42,561 shares; 2025Q2: 47,548 shares; 2025Q3: 46,360 shares; 2025Q4: 45,774 shares 45,774 $2.54M 0.16% -586 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: 5,149 shares; 2024Q4: 5,300 shares; 2025Q1: 6,109 shares; 2025Q2: 6,582 shares; 2025Q3: 7,097 shares; 2025Q4: 7,593 shares 7,593 $2.49M 0.16% +496 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: 4,046 shares; 2024Q4: 4,288 shares; 2025Q1: 4,232 shares; 2025Q2: 4,217 shares; 2025Q3: 3,647 shares; 2025Q4: 3,548 shares 3,548 $2.43M 0.15% -99 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 40,405 shares; 2025Q4: 40,990 shares 40,990 $2.37M 0.15% +585 Timeline VOT 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: 5,020 shares; 2024Q4: 5,257 shares; 2025Q1: 6,260 shares; 2025Q2: 7,176 shares; 2025Q3: 7,622 shares; 2025Q4: 8,459 shares 8,459 $2.36M 0.15% +837 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,798 shares; 2024Q4: 58,300 shares; 2025Q1: 48,794 shares; 2025Q2: 51,140 shares; 2025Q3: 69,610 shares; 2025Q4: 70,814 shares 70,814 $2.34M 0.15% +1,204 Timeline PRAY FIS TR More: the full row for FIS 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: 74,618 shares 74,618 $2.33M 0.15% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 23,118 shares; 2025Q1: 25,500 shares; 2025Q2: 22,554 shares; 2025Q3: 24,566 shares; 2025Q4: 24,493 shares 24,493 $2.33M 0.15% -73 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,112 shares; 2024Q4: 25,935 shares; 2025Q1: 27,314 shares; 2025Q2: 31,019 shares; 2025Q3: 32,965 shares; 2025Q4: 39,660 shares 39,660 $2.32M 0.15% +6,695 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125,552 shares; 2024Q4: 984,102 shares; 2025Q1: 981,815 shares; 2025Q2: 1,017,303 shares; 2025Q3: 1,000,284 shares; 2025Q4: 797,397 shares 797,397 $2.3M 0.14% -202,887 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: 23,191 shares; 2024Q4: 66,505 shares; 2025Q1: 63,667 shares; 2025Q2: 67,613 shares; 2025Q3: 77,417 shares; 2025Q4: 84,691 shares 84,691 $2.28M 0.14% +7,274 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: 22,474 shares; 2024Q4: 11,303 shares; 2025Q1: 11,234 shares; 2025Q2: 11,097 shares; 2025Q3: 16,664 shares; 2025Q4: 18,433 shares 18,433 $2.22M 0.14% +1,769 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR 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: 138,311 shares; 2025Q3: 235,617 shares; 2025Q4: 260,412 shares 260,412 $2.17M 0.14% +24,795 SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 26,113 shares; 2025Q1: 41,232 shares; 2025Q2: 58,360 shares; 2025Q3: 81,735 shares; 2025Q4: 88,411 shares 88,411 $2.15M 0.14% +6,676 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: 5,411 shares; 2024Q4: 3,630 shares; 2025Q1: 3,623 shares; 2025Q2: 4,228 shares; 2025Q3: 6,539 shares; 2025Q4: 7,208 shares 7,208 $2.14M 0.13% +669 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,479 shares; 2025Q1: 2,209 shares; 2025Q2: 2,260 shares; 2025Q3: 2,451 shares; 2025Q4: 4,413 shares 4,413 $2.13M 0.13% +1,962 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: 22,158 shares; 2024Q4: 23,545 shares; 2025Q1: 24,017 shares; 2025Q2: 24,571 shares; 2025Q3: 24,536 shares; 2025Q4: 26,056 shares 26,056 $2.13M 0.13% +1,520 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,574 shares; 2024Q4: 51,712 shares; 2025Q1: 53,356 shares; 2025Q2: 64,215 shares; 2025Q3: 63,437 shares; 2025Q4: 81,824 shares 81,824 $2.12M 0.13% +18,387 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: 44,698 shares; 2024Q4: 67,526 shares; 2025Q1: 99,912 shares; 2025Q2: 104,824 shares; 2025Q3: 106,433 shares; 2025Q4: 55,251 shares 55,251 $2.12M 0.13% -51,182 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,371 shares; 2024Q4: 33,070 shares; 2025Q1: 32,196 shares; 2025Q2: 32,582 shares; 2025Q3: 32,308 shares; 2025Q4: 32,178 shares 32,178 $2.11M 0.13% -130 Timeline EQWL 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: 10,051 shares; 2024Q4: 10,910 shares; 2025Q1: 13,060 shares; 2025Q2: 15,763 shares; 2025Q3: 17,019 shares; 2025Q4: 17,508 shares 17,508 $2.07M 0.13% +489 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: 4,503 shares; 2024Q4: 4,516 shares; 2025Q1: 4,961 shares; 2025Q2: 5,151 shares; 2025Q3: 5,433 shares; 2025Q4: 5,959 shares 5,959 $2.06M 0.13% +526 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: 7,395 shares; 2024Q4: 13,256 shares; 2025Q1: 14,355 shares; 2025Q2: 16,812 shares; 2025Q3: 16,928 shares; 2025Q4: 17,115 shares 17,115 $2.04M 0.13% +187 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: 12,526 shares; 2024Q4: 15,053 shares; 2025Q1: 17,013 shares; 2025Q2: 18,222 shares; 2025Q3: 18,061 shares; 2025Q4: 19,322 shares 19,322 $1.98M 0.12% +1,261 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,927 shares; 2024Q4: 51,442 shares; 2025Q1: 54,698 shares; 2025Q2: 55,490 shares; 2025Q3: 73,936 shares; 2025Q4: 82,275 shares 82,275 $1.95M 0.12% +8,339 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: 15,633 shares; 2024Q4: 15,836 shares; 2025Q1: 16,846 shares; 2025Q2: 16,666 shares; 2025Q3: 12,632 shares; 2025Q4: 9,777 shares 9,777 $1.94M 0.12% -2,855 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: 5,908 shares; 2024Q4: 6,021 shares; 2025Q1: 6,249 shares; 2025Q2: 6,511 shares; 2025Q3: 6,340 shares; 2025Q4: 9,016 shares 9,016 $1.91M 0.12% +2,676 Timeline FDRR 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: 5,739 shares; 2024Q4: 6,058 shares; 2025Q1: 7,065 shares; 2025Q2: 7,255 shares; 2025Q3: 23,765 shares; 2025Q4: 31,086 shares 31,086 $1.9M 0.12% +7,321 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: 1,499 shares; 2024Q4: 1,273 shares; 2025Q1: 1,238 shares; 2025Q2: 2,409 shares; 2025Q3: 2,144 shares; 2025Q4: 2,184 shares 2,184 $1.88M 0.12% +40 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: 2,657 shares; 2024Q4: 7,945 shares; 2025Q1: 13,389 shares; 2025Q2: 21,755 shares; 2025Q3: 34,115 shares; 2025Q4: 36,669 shares 36,669 $1.86M 0.12% +2,554 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 30,918 shares; 2025Q3: 43,275 shares; 2025Q4: 68,592 shares 68,592 $1.85M 0.12% +25,317 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: 40,698 shares; 2024Q4: 52,896 shares; 2025Q1: 36,843 shares; 2025Q2: 82,971 shares; 2025Q3: 73,961 shares; 2025Q4: 74,143 shares 74,143 $1.84M 0.12% +182 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: 20,727 shares; 2024Q4: 20,448 shares; 2025Q1: 23,051 shares; 2025Q2: 24,268 shares; 2025Q3: 25,486 shares; 2025Q4: 26,142 shares 26,142 $1.83M 0.12% +656 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,477 shares; 2025Q1: 3,358 shares; 2025Q2: 33,641 shares; 2025Q3: 36,108 shares; 2025Q4: 37,055 shares 37,055 $1.82M 0.11% +947 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: 5,101 shares; 2024Q4: 5,079 shares; 2025Q1: 16,096 shares; 2025Q2: 17,578 shares; 2025Q3: 16,992 shares; 2025Q4: 17,202 shares 17,202 $1.81M 0.11% +210 Timeline CGW 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: 27,441 shares; 2024Q4: 27,533 shares; 2025Q1: 27,248 shares; 2025Q2: 27,185 shares; 2025Q3: 28,130 shares; 2025Q4: 28,593 shares 28,593 $1.8M 0.11% +463 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 10,229 shares; 2025Q1: 9,965 shares; 2025Q2: 10,259 shares; 2025Q3: 10,777 shares; 2025Q4: 10,448 shares 10,448 $1.78M 0.11% -329 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: 2,508 shares; 2024Q4: 2,467 shares; 2025Q1: 2,432 shares; 2025Q2: 2,245 shares; 2025Q3: 12,369 shares; 2025Q4: 12,274 shares 12,274 $1.76M 0.11% -95 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: 3,037 shares; 2024Q4: 3,330 shares; 2025Q1: 4,424 shares; 2025Q2: 4,756 shares; 2025Q3: 21,448 shares; 2025Q4: 23,917 shares 23,917 $1.76M 0.11% +2,469 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: 3,597 shares; 2024Q4: 5,292 shares; 2025Q1: 6,342 shares; 2025Q2: 6,236 shares; 2025Q3: 3,878 shares; 2025Q4: 4,417 shares 4,417 $1.75M 0.11% +539 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: 24,784 shares; 2024Q4: 24,559 shares; 2025Q1: 25,906 shares; 2025Q2: 26,903 shares; 2025Q3: 27,389 shares; 2025Q4: 18,124 shares 18,124 $1.74M 0.11% -9,265 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 7,641 shares; 2025Q3: 14,591 shares; 2025Q4: 17,228 shares 17,228 $1.74M 0.11% +2,637 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 7,977 shares; 2025Q1: 7,966 shares; 2025Q2: 8,431 shares; 2025Q3: 8,533 shares; 2025Q4: 8,345 shares 8,345 $1.7M 0.11% -188 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: 2,305 shares; 2024Q4: 1,861 shares; 2025Q1: 2,085 shares; 2025Q2: 10,171 shares; 2025Q3: 15,513 shares; 2025Q4: 17,071 shares 17,071 $1.69M 0.11% +1,558 Timeline FMDE 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: 1,318 shares; 2024Q4: 1,306 shares; 2025Q1: 16,740 shares; 2025Q2: 25,028 shares; 2025Q3: 42,274 shares; 2025Q4: 46,342 shares 46,342 $1.69M 0.11% +4,068 Timeline IDHQ 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: 36,566 shares; 2024Q4: 42,757 shares; 2025Q1: 43,526 shares; 2025Q2: 44,281 shares; 2025Q3: 47,436 shares; 2025Q4: 47,870 shares 47,870 $1.68M 0.11% +434 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: 3,854 shares; 2024Q4: 4,029 shares; 2025Q1: 3,555 shares; 2025Q2: 3,683 shares; 2025Q3: 3,396 shares; 2025Q4: 5,015 shares 5,015 $1.68M 0.11% +1,619 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,692 shares; 2024Q4: 29,461 shares; 2025Q1: 29,339 shares; 2025Q2: 29,236 shares; 2025Q3: 29,243 shares; 2025Q4: 33,341 shares 33,341 $1.65M 0.1% +4,098 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: 80,274 shares; 2024Q4: 76,697 shares; 2025Q1: 71,524 shares; 2025Q2: 55,411 shares; 2025Q3: 40,531 shares; 2025Q4: 35,323 shares 35,323 $1.64M 0.1% -5,208 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 560 shares; 2025Q1: 557 shares; 2025Q2: 616 shares; 2025Q3: 2,247 shares; 2025Q4: 2,470 shares 2,470 $1.61M 0.1% +223 Timeline ILCG 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: 13,931 shares; 2024Q4: 15,230 shares; 2025Q1: 15,041 shares; 2025Q2: 15,177 shares; 2025Q3: 14,834 shares; 2025Q4: 15,161 shares 15,161 $1.58M 0.1% +327 Timeline ONEV 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: 6,210 shares; 2024Q4: 7,261 shares; 2025Q1: 7,804 shares; 2025Q2: 9,002 shares; 2025Q3: 10,065 shares; 2025Q4: 11,838 shares 11,838 $1.58M 0.1% +1,773 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: 5,228 shares; 2024Q4: 4,954 shares; 2025Q1: 4,928 shares; 2025Q2: 4,896 shares; 2025Q3: 4,515 shares; 2025Q4: 4,891 shares 4,891 $1.58M 0.1% +376 Timeline NJUL 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: 22,901 shares; 2024Q4: 21,501 shares; 2025Q1: 20,655 shares; 2025Q2: 20,380 shares; 2025Q3: 21,280 shares; 2025Q4: 21,130 shares 21,130 $1.53M 0.1% -150 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,565 shares; 2024Q4: 22,338 shares; 2025Q1: 23,660 shares; 2025Q2: 19,517 shares; 2025Q3: 25,643 shares; 2025Q4: 28,751 shares 28,751 $1.52M 0.1% +3,108 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: 11,148 shares; 2024Q4: 13,027 shares; 2025Q1: 15,583 shares; 2025Q2: 17,948 shares; 2025Q3: 9,547 shares; 2025Q4: 7,912 shares 7,912 $1.52M 0.1% -1,635 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 31,875 shares; 2025Q1: 57,492 shares; 2025Q2: 53,969 shares; 2025Q3: 61,331 shares; 2025Q4: 58,797 shares 58,797 $1.51M 0.1% -2,534 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,852 shares; 2024Q4: 76,365 shares; 2025Q1: 73,984 shares; 2025Q2: 74,343 shares; 2025Q3: 72,778 shares; 2025Q4: 71,275 shares 71,275 $1.5M 0.09% -1,503 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: 11,173 shares; 2024Q4: 11,173 shares; 2025Q1: 11,173 shares; 2025Q2: 11,764 shares; 2025Q3: 10,962 shares; 2025Q4: 86,478 shares 86,478 $1.5M 0.09% +75,516 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,092 shares; 2024Q4: 22,130 shares; 2025Q1: 21,722 shares; 2025Q2: 21,725 shares; 2025Q3: 21,976 shares; 2025Q4: 21,855 shares 21,855 $1.47M 0.09% -121 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 196 shares; 2025Q2: 7,667 shares; 2025Q3: 11,597 shares; 2025Q4: 11,427 shares 11,427 $1.46M 0.09% -170 Timeline BLES 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: 327,012 shares; 2024Q4: 343,476 shares; 2025Q1: 349,787 shares; 2025Q2: 26,045 shares; 2025Q3: 25,563 shares; 2025Q4: 33,664 shares 33,664 $1.45M 0.09% +8,101 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 585 shares; 2025Q2: 4,505 shares; 2025Q3: 5,411 shares; 2025Q4: 5,512 shares 5,512 $1.43M 0.09% +101 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: 14,291 shares; 2024Q4: 16,171 shares; 2025Q1: 20,611 shares; 2025Q2: 20,789 shares; 2025Q3: 22,332 shares; 2025Q4: 22,050 shares 22,050 $1.42M 0.09% -282 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,684 shares; 2024Q4: 11,033 shares; 2025Q1: 12,946 shares; 2025Q2: 17,289 shares; 2025Q3: 20,403 shares; 2025Q4: 19,877 shares 19,877 $1.42M 0.09% -526 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,815 shares; 2025Q2: 11,383 shares; 2025Q3: 11,302 shares; 2025Q4: 23,822 shares 23,822 $1.41M 0.09% +12,520 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: 12,134 shares; 2024Q4: 15,239 shares; 2025Q1: 15,168 shares; 2025Q2: 14,761 shares; 2025Q3: 13,834 shares; 2025Q4: 9,749 shares 9,749 $1.4M 0.09% -4,085 Timeline JIRE 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: 215,529 shares; 2024Q4: 34,460 shares; 2025Q1: 41,490 shares; 2025Q2: 40,017 shares; 2025Q3: 37,919 shares; 2025Q4: 18,568 shares 18,568 $1.39M 0.09% -19,351 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,242 shares; 2025Q1: 10,460 shares; 2025Q2: 11,423 shares; 2025Q3: 13,037 shares; 2025Q4: 13,555 shares 13,555 $1.39M 0.09% +518 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,718 shares; 2024Q4: 29,553 shares; 2025Q1: 25,011 shares; 2025Q2: 24,821 shares; 2025Q3: 23,254 shares; 2025Q4: 21,984 shares 21,984 $1.38M 0.09% -1,270 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,613 shares; 2025Q2: 26,728 shares; 2025Q3: 29,045 shares; 2025Q4: 26,951 shares 26,951 $1.36M 0.09% -2,094 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 10,411 shares; 2025Q1: 11,037 shares; 2025Q2: 22,404 shares; 2025Q3: 11,288 shares; 2025Q4: 11,217 shares 11,217 $1.36M 0.09% -71 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,154 shares; 2025Q1: 1,363 shares; 2025Q2: 3,502 shares; 2025Q3: 3,588 shares; 2025Q4: 3,889 shares 3,889 $1.34M 0.08% +301 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: 18,174 shares; 2024Q4: 20,226 shares; 2025Q1: 16,112 shares; 2025Q2: 17,729 shares; 2025Q3: 16,211 shares; 2025Q4: 14,410 shares 14,410 $1.33M 0.08% -1,801 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,002 shares; 2025Q2: 18,482 shares; 2025Q3: 28,971 shares; 2025Q4: 28,791 shares 28,791 $1.33M 0.08% -180 Timeline SCHE 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: 38,987 shares; 2024Q4: 38,920 shares; 2025Q1: 38,595 shares; 2025Q2: 40,958 shares; 2025Q3: 40,149 shares; 2025Q4: 40,432 shares 40,432 $1.32M 0.08% +283 Timeline WTAI 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: 1,333 shares; 2025Q1: 13,142 shares; 2025Q2: 23,594 shares; 2025Q3: 41,817 shares; 2025Q4: 44,571 shares 44,571 $1.3M 0.08% +2,754 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: 8,037 shares; 2024Q4: 8,638 shares; 2025Q1: 8,561 shares; 2025Q2: 8,446 shares; 2025Q3: 5,817 shares; 2025Q4: 5,895 shares 5,895 $1.3M 0.08% +78 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: 2,408 shares; 2024Q4: 1,734 shares; 2025Q1: 3,503 shares; 2025Q2: 3,532 shares; 2025Q3: 3,633 shares; 2025Q4: 4,194 shares 4,194 $1.27M 0.08% +561 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: 39,109 shares; 2024Q4: 40,005 shares; 2025Q1: 38,999 shares; 2025Q2: 37,897 shares; 2025Q3: 30,266 shares; 2025Q4: 28,694 shares 28,694 $1.27M 0.08% -1,572 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: 809 shares; 2024Q4: 744 shares; 2025Q1: 1,013 shares; 2025Q2: 1,122 shares; 2025Q3: 1,257 shares; 2025Q4: 1,919 shares 1,919 $1.27M 0.08% +662 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 46,555 shares; 2025Q4: 53,149 shares 53,149 $1.26M 0.08% +6,594 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: 9,436 shares; 2024Q4: 8,682 shares; 2025Q1: 11,103 shares; 2025Q2: 18,202 shares; 2025Q3: 19,802 shares; 2025Q4: 18,517 shares 18,517 $1.24M 0.08% -1,285 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: 46,801 shares; 2024Q4: 47,435 shares; 2025Q1: 47,948 shares; 2025Q2: 49,520 shares; 2025Q3: 51,653 shares; 2025Q4: 52,065 shares 52,065 $1.23M 0.08% +412 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,961 shares; 2025Q2: 2,180 shares; 2025Q3: 4,302 shares; 2025Q4: 4,595 shares 4,595 $1.22M 0.08% +293 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,712 shares; 2025Q1: 10,437 shares; 2025Q2: 12,454 shares; 2025Q3: 13,706 shares; 2025Q4: 14,702 shares 14,702 $1.21M 0.08% +996 Timeline SCHP 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: 27,089 shares; 2024Q4: 50,856 shares; 2025Q1: 52,329 shares; 2025Q2: 35,880 shares; 2025Q3: 44,164 shares; 2025Q4: 45,526 shares 45,526 $1.21M 0.08% +1,362 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: 4,094 shares; 2024Q4: 3,831 shares; 2025Q1: 3,955 shares; 2025Q2: 5,331 shares; 2025Q3: 5,318 shares; 2025Q4: 5,629 shares 5,629 $1.21M 0.08% +311 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: 5,564 shares; 2024Q4: 5,753 shares; 2025Q1: 5,790 shares; 2025Q2: 5,743 shares; 2025Q3: 5,741 shares; 2025Q4: 6,076 shares 6,076 $1.18M 0.07% +335 Timeline PBTP 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: 47,741 shares; 2025Q3: 45,813 shares; 2025Q4: 45,494 shares 45,494 $1.18M 0.07% -319 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: 5,707 shares; 2024Q4: 4,446 shares; 2025Q1: 4,542 shares; 2025Q2: 4,426 shares; 2025Q3: 4,304 shares; 2025Q4: 4,783 shares 4,783 $1.15M 0.07% +479 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 193 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 6,553 shares 6,553 $1.14M 0.07% +6,382 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,963 shares; 2025Q1: 1,871 shares; 2025Q2: 1,845 shares; 2025Q3: 1,889 shares; 2025Q4: 2,420 shares 2,420 $1.13M 0.07% +531 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,124 shares; 2024Q4: 10,818 shares; 2025Q1: 13,871 shares; 2025Q2: 11,691 shares; 2025Q3: 10,943 shares; 2025Q4: 11,432 shares 11,432 $1.13M 0.07% +489 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,320 shares; 2025Q3: 19,607 shares; 2025Q4: 33,604 shares 33,604 $1.12M 0.07% +13,997 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: 38,365 shares; 2024Q4: 41,601 shares; 2025Q1: 37,546 shares; 2025Q2: 35,490 shares; 2025Q3: 27,223 shares; 2025Q4: 27,471 shares 27,471 $1.12M 0.07% +248 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,874 shares; 2025Q3: 46,778 shares; 2025Q4: 38,603 shares 38,603 $1.09M 0.07% -8,175 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: 30,806 shares; 2024Q4: 30,689 shares; 2025Q1: 29,320 shares; 2025Q2: 29,466 shares; 2025Q3: 29,480 shares; 2025Q4: 29,476 shares 29,476 $1.07M 0.07% -4 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,075 shares; 2025Q1: 64,181 shares; 2025Q2: 68,518 shares; 2025Q3: 73,597 shares; 2025Q4: 75,110 shares 75,110 $1.05M 0.07% +1,513 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: 3,247 shares; 2024Q4: 2,598 shares; 2025Q1: 2,909 shares; 2025Q2: 2,684 shares; 2025Q3: 11,282 shares; 2025Q4: 12,981 shares 12,981 $1.04M 0.07% +1,699 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: 7,299 shares; 2024Q4: 22,691 shares; 2025Q1: 23,555 shares; 2025Q2: 27,036 shares; 2025Q3: 35,643 shares; 2025Q4: 38,057 shares 38,057 $1.04M 0.07% +2,414 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: 3,549 shares; 2024Q4: 3,937 shares; 2025Q1: 3,115 shares; 2025Q2: 3,126 shares; 2025Q3: 3,379 shares; 2025Q4: 3,447 shares 3,447 $1.03M 0.06% +68 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: 7,747 shares; 2024Q4: 12,285 shares; 2025Q1: 11,188 shares; 2025Q2: 12,354 shares; 2025Q3: 12,647 shares; 2025Q4: 11,152 shares 11,152 $1.02M 0.06% -1,495 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: 6,333 shares; 2024Q4: 10,247 shares; 2025Q1: 28,268 shares; 2025Q2: 29,152 shares; 2025Q3: 28,589 shares; 2025Q4: 28,916 shares 28,916 $1.02M 0.06% +327 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,428 shares; 2024Q4: 17,099 shares; 2025Q1: 16,555 shares; 2025Q2: 5,568 shares; 2025Q3: 6,949 shares; 2025Q4: 7,640 shares 7,640 $1.01M 0.06% +691 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: 34,429 shares; 2024Q4: 30,809 shares; 2025Q1: 19,922 shares; 2025Q2: 19,742 shares; 2025Q3: 44,366 shares; 2025Q4: 8,583 shares 8,583 $1.01M 0.06% -35,783 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: 1,524 shares; 2024Q4: 3,214 shares; 2025Q1: 3,578 shares; 2025Q2: 3,869 shares; 2025Q3: 4,686 shares; 2025Q4: 5,418 shares 5,418 $998K 0.06% +732 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: 6,485 shares; 2025Q2: 6,501 shares; 2025Q3: 6,504 shares; 2025Q4: 12,834 shares 12,834 $988K 0.06% +6,330 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: 164,361 shares; 2024Q4: 157,712 shares; 2025Q1: 35,904 shares; 2025Q2: 25,270 shares; 2025Q3: 18,621 shares; 2025Q4: 17,793 shares 17,793 $979K 0.06% -828 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: 40,681 shares; 2024Q4: 43,731 shares; 2025Q1: 43,819 shares; 2025Q2: 40,635 shares; 2025Q3: 47,755 shares; 2025Q4: 41,949 shares 41,949 $978K 0.06% -5,806 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: 6,987 shares; 2024Q4: 6,857 shares; 2025Q1: 7,582 shares; 2025Q2: 7,054 shares; 2025Q3: 7,342 shares; 2025Q4: 8,728 shares 8,728 $972K 0.06% +1,386 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 530 shares; 2025Q1: 607 shares; 2025Q2: 618 shares; 2025Q3: 2,606 shares; 2025Q4: 3,163 shares 3,163 $967K 0.06% +557 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: 8,841 shares; 2024Q4: 9,509 shares; 2025Q1: 11,049 shares; 2025Q2: 7,073 shares; 2025Q3: 4,569 shares; 2025Q4: 4,636 shares 4,636 $959K 0.06% +67 Timeline NOCT 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: 17,020 shares; 2024Q4: 18,170 shares; 2025Q1: 17,520 shares; 2025Q2: 15,370 shares; 2025Q3: 15,750 shares; 2025Q4: 16,200 shares 16,200 $938K 0.06% +450 Timeline AGZ 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: 5,021 shares; 2024Q4: 9,540 shares; 2025Q1: 12,639 shares; 2025Q2: 10,896 shares; 2025Q3: 8,478 shares; 2025Q4: 8,466 shares 8,466 $933K 0.06% -12 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: 106,175 shares; 2024Q4: 107,163 shares; 2025Q1: 108,217 shares; 2025Q2: 110,701 shares; 2025Q3: 142,624 shares; 2025Q4: 147,452 shares 147,452 $929K 0.06% +4,828 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: 134 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 109 shares; 2025Q3: 1,537 shares; 2025Q4: 1,617 shares 1,617 $922K 0.06% +80 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,657 shares; 2025Q1: 1,785 shares; 2025Q2: 1,287 shares; 2025Q3: 5,260 shares; 2025Q4: 5,459 shares 5,459 $915K 0.06% +199 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: 3,739 shares; 2024Q4: 3,262 shares; 2025Q1: 2,498 shares; 2025Q2: 4,496 shares; 2025Q3: 7,170 shares; 2025Q4: 12,060 shares 12,060 $893K 0.06% +4,890 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 8,488 shares; 2025Q1: 10,582 shares; 2025Q2: 9,723 shares; 2025Q3: 9,445 shares; 2025Q4: 10,457 shares 10,457 $893K 0.06% +1,012 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: 3,797 shares; 2024Q4: 3,808 shares; 2025Q1: 3,853 shares; 2025Q2: 3,514 shares; 2025Q3: 3,537 shares; 2025Q4: 3,550 shares 3,550 $889K 0.06% +13 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,246 shares; 2025Q1: 8,695 shares; 2025Q2: 8,351 shares; 2025Q3: 9,025 shares; 2025Q4: 8,660 shares 8,660 $860K 0.05% -365 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 12,617 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 9,589 shares; 2025Q4: 5,497 shares 5,497 $853K 0.05% -4,092 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 11,454 shares; 2025Q1: 12,689 shares; 2025Q2: 12,226 shares; 2025Q3: 12,861 shares; 2025Q4: 11,524 shares 11,524 $849K 0.05% -1,337 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: 64,298 shares; 2024Q4: 63,626 shares; 2025Q1: 62,445 shares; 2025Q2: 69,910 shares; 2025Q3: 59,059 shares; 2025Q4: 15,907 shares 15,907 $849K 0.05% -43,152 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: 1,706 shares; 2024Q4: 1,866 shares; 2025Q1: 1,656 shares; 2025Q2: 1,833 shares; 2025Q3: 12,989 shares; 2025Q4: 15,019 shares 15,019 $847K 0.05% +2,030 Timeline NAPR 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: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 11,870 shares; 2025Q2: 14,570 shares; 2025Q3: 15,520 shares; 2025Q4: 15,520 shares 15,520 $833K 0.05% 0 Timeline LQD 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: 5,502 shares; 2024Q4: 5,465 shares; 2025Q1: 5,846 shares; 2025Q2: 5,890 shares; 2025Q3: 8,766 shares; 2025Q4: 7,547 shares 7,547 $832K 0.05% -1,219 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,813 shares; 2025Q2: 11,977 shares; 2025Q3: 17,074 shares; 2025Q4: 16,132 shares 16,132 $831K 0.05% -942 Timeline QGRW 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: 3,725 shares; 2025Q2: 6,811 shares; 2025Q3: 13,485 shares; 2025Q4: 14,100 shares 14,100 $827K 0.05% +615 Timeline IMTM 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: 60,910 shares; 2024Q4: 21,180 shares; 2025Q1: 22,767 shares; 2025Q2: 22,866 shares; 2025Q3: 22,131 shares; 2025Q4: 17,197 shares 17,197 $825K 0.05% -4,934 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,631 shares; 2025Q1: 6,349 shares; 2025Q2: 6,315 shares; 2025Q3: 8,116 shares; 2025Q4: 8,015 shares 8,015 $821K 0.05% -101 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 8,910 shares; 2025Q4: 11,052 shares 11,052 $821K 0.05% +2,142 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 238 shares; 2025Q1: 246 shares; 2025Q2: 393 shares; 2025Q3: 10,558 shares; 2025Q4: 12,137 shares 12,137 $817K 0.05% +1,579 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 101 shares; 2025Q2: 93 shares; 2025Q3: 2,413 shares; 2025Q4: 2,552 shares 2,552 $813K 0.05% +139 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 10,437 shares; 2025Q1: 10,917 shares; 2025Q2: 8,677 shares; 2025Q3: 9,902 shares; 2025Q4: 7,606 shares 7,606 $812K 0.05% -2,296 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,214 shares; 2024Q4: 4,829 shares; 2025Q1: 4,244 shares; 2025Q2: 4,139 shares; 2025Q3: 8,806 shares; 2025Q4: 18,948 shares 18,948 $809K 0.05% +10,142 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,021 shares; 2025Q1: 4,387 shares; 2025Q2: 4,567 shares; 2025Q3: 7,339 shares; 2025Q4: 3,270 shares 3,270 $808K 0.05% -4,069 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: 2,261 shares; 2024Q4: 1,236 shares; 2025Q1: 6,055 shares; 2025Q2: 8,381 shares; 2025Q3: 15,412 shares; 2025Q4: 17,921 shares 17,921 $796K 0.05% +2,509 Timeline FJUL 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: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares; 2025Q3: 14,564 shares; 2025Q4: 14,204 shares 14,204 $794K 0.05% -360 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: 1,552 shares; 2024Q4: 1,274 shares; 2025Q1: 1,247 shares; 2025Q2: 2,900 shares; 2025Q3: 2,882 shares; 2025Q4: 2,773 shares 2,773 $791K 0.05% -109 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: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 11 shares; 2025Q3: 2,552 shares; 2025Q4: 3,013 shares 3,013 $788K 0.05% +461 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 667 shares; 2025Q1: 562 shares; 2025Q2: 513 shares; 2025Q3: 10,134 shares; 2025Q4: 11,564 shares 11,564 $788K 0.05% +1,430 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: 4,107 shares; 2024Q4: 3,988 shares; 2025Q1: 4,011 shares; 2025Q2: 4,103 shares; 2025Q3: 2,727 shares; 2025Q4: 2,666 shares 2,666 $783K 0.05% -61 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,495 shares; 2025Q1: 4,975 shares; 2025Q2: 4,790 shares; 2025Q3: 4,742 shares; 2025Q4: 4,802 shares 4,802 $773K 0.05% +60 Timeline SCHI 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: 8,584 shares; 2024Q4: 15,164 shares; 2025Q1: 19,323 shares; 2025Q2: 24,658 shares; 2025Q3: 30,995 shares; 2025Q4: 33,206 shares 33,206 $763K 0.05% +2,211 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: 7,266 shares; 2024Q4: 6,741 shares; 2025Q1: 6,754 shares; 2025Q2: 6,806 shares; 2025Q3: 6,830 shares; 2025Q4: 6,911 shares 6,911 $762K 0.05% +81 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,736 shares; 2024Q4: 90,367 shares; 2025Q1: 70,975 shares; 2025Q2: 81,742 shares; 2025Q3: 83,436 shares; 2025Q4: 91,109 shares 91,109 $762K 0.05% +7,673 Timeline NJAN 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: 14,425 shares; 2024Q4: 14,175 shares; 2025Q1: 14,385 shares; 2025Q2: 13,860 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares 13,860 $761K 0.05% 0 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: 5,940 shares; 2024Q4: 5,747 shares; 2025Q1: 5,558 shares; 2025Q2: 5,868 shares; 2025Q3: 6,939 shares; 2025Q4: 7,083 shares 7,083 $756K 0.05% +144 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: 1,893 shares; 2024Q4: 1,576 shares; 2025Q1: 1,720 shares; 2025Q2: 1,641 shares; 2025Q3: 2,500 shares; 2025Q4: 2,149 shares 2,149 $754K 0.05% -351 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: 1,874 shares; 2024Q4: 1,802 shares; 2025Q1: 1,831 shares; 2025Q2: 1,858 shares; 2025Q3: 1,612 shares; 2025Q4: 1,590 shares 1,590 $752K 0.05% -22 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: 10,052 shares; 2024Q4: 10,860 shares; 2025Q1: 9,012 shares; 2025Q2: 7,807 shares; 2025Q3: 7,400 shares; 2025Q4: 6,162 shares 6,162 $741K 0.05% -1,238 Timeline XLY 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: 14,978 shares; 2024Q4: 13,516 shares; 2025Q1: 11,060 shares; 2025Q2: 10,817 shares; 2025Q3: 9,350 shares; 2025Q4: 6,144 shares 6,144 $734K 0.05% -3,206 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 128 shares; 2025Q2: 3,132 shares; 2025Q3: 3,195 shares; 2025Q4: 3,460 shares 3,460 $733K 0.05% +265 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: 2,518 shares; 2024Q4: 2,518 shares; 2025Q1: 2,519 shares; 2025Q2: 2,518 shares; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares 2,518 $727K 0.05% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,518 shares; 2025Q3: 17,869 shares; 2025Q4: 18,639 shares 18,639 $719K 0.05% +770 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,801 shares; 2025Q1: 5,758 shares; 2025Q2: 5,510 shares; 2025Q3: 6,376 shares; 2025Q4: 6,092 shares 6,092 $716K 0.05% -284 Timeline SCHA 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: 11,116 shares; 2024Q4: 20,329 shares; 2025Q1: 20,439 shares; 2025Q2: 21,718 shares; 2025Q3: 23,137 shares; 2025Q4: 24,918 shares 24,918 $710K 0.04% +1,781 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 431 shares; 2025Q1: 15,676 shares; 2025Q2: 16,941 shares; 2025Q3: 18,905 shares; 2025Q4: 7,129 shares 7,129 $701K 0.04% -11,776 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,814 shares; 2024Q4: 33,281 shares; 2025Q1: 33,758 shares; 2025Q2: 56,408 shares; 2025Q3: 138,003 shares; 2025Q4: 112,391 shares 112,391 $691K 0.04% -25,612 Timeline FPE 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: 15,819 shares; 2024Q4: 16,276 shares; 2025Q1: 39,849 shares; 2025Q2: 39,484 shares; 2025Q3: 37,376 shares; 2025Q4: 37,242 shares 37,242 $679K 0.04% -134 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,646 shares; 2024Q4: 12,299 shares; 2025Q1: 18,037 shares; 2025Q2: 15,058 shares; 2025Q3: 15,170 shares; 2025Q4: 15,278 shares 15,278 $678K 0.04% +108 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 6,587 shares; 2025Q1: 7,386 shares; 2025Q2: 8,735 shares; 2025Q3: 9,449 shares; 2025Q4: 11,825 shares 11,825 $675K 0.04% +2,376 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,126 shares; 2024Q4: 104,808 shares; 2025Q1: 106,024 shares; 2025Q2: 9,237 shares; 2025Q3: 13,605 shares; 2025Q4: 13,478 shares 13,478 $674K 0.04% -127 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,219 shares; 2024Q4: 7,328 shares; 2025Q1: 7,077 shares; 2025Q2: 7,468 shares; 2025Q3: 7,144 shares; 2025Q4: 7,229 shares 7,229 $673K 0.04% +85 Timeline IJS 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: 5,243 shares; 2024Q4: 5,573 shares; 2025Q1: 5,606 shares; 2025Q2: 6,061 shares; 2025Q3: 6,086 shares; 2025Q4: 5,916 shares 5,916 $673K 0.04% -170 Timeline IYK 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: 9,127 shares; 2024Q4: 10,509 shares; 2025Q1: 9,101 shares; 2025Q2: 9,207 shares; 2025Q3: 8,963 shares; 2025Q4: 9,874 shares 9,874 $661K 0.04% +911 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: 4,250 shares; 2024Q4: 3,559 shares; 2025Q1: 3,254 shares; 2025Q2: 3,237 shares; 2025Q3: 2,967 shares; 2025Q4: 3,102 shares 3,102 $655K 0.04% +135 Timeline XSVM 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: 10,460 shares; 2024Q4: 13,689 shares; 2025Q1: 14,549 shares; 2025Q2: 11,259 shares; 2025Q3: 10,784 shares; 2025Q4: 11,404 shares 11,404 $652K 0.04% +620 Timeline BIV 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: 8,849 shares; 2024Q4: 8,666 shares; 2025Q1: 8,417 shares; 2025Q2: 6,405 shares; 2025Q3: 7,726 shares; 2025Q4: 8,347 shares 8,347 $650K 0.04% +621 Timeline KORP 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: 502 shares; 2024Q4: 510 shares; 2025Q1: 515 shares; 2025Q2: 521 shares; 2025Q3: 13,561 shares; 2025Q4: 13,745 shares 13,745 $649K 0.04% +184 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 17,605 shares; 2025Q1: 14,248 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares 13,980 $649K 0.04% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,065 shares; 2024Q4: 29,474 shares; 2025Q1: 32,932 shares; 2025Q2: 38,438 shares; 2025Q3: 37,615 shares; 2025Q4: 6,266 shares 6,266 $637K 0.04% -31,349 Timeline XLSR 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: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 2,545 shares; 2025Q3: 9,180 shares; 2025Q4: 10,209 shares 10,209 $636K 0.04% +1,029 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,130 shares; 2025Q1: 1,161 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,230 shares 1,230 $628K 0.04% +84 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,048 shares; 2025Q1: 2,753 shares; 2025Q2: 3,078 shares; 2025Q3: 3,029 shares; 2025Q4: 2,991 shares 2,991 $613K 0.04% -38 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: 724 shares; 2024Q4: 760 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 552 shares; 2025Q4: 692 shares 692 $608K 0.04% +140 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 11,034 shares; 2025Q1: 11,132 shares; 2025Q2: 15,376 shares; 2025Q3: 15,740 shares; 2025Q4: 15,829 shares 15,829 $608K 0.04% +89 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: 6,387 shares; 2024Q4: 6,435 shares; 2025Q1: 7,202 shares; 2025Q2: 7,473 shares; 2025Q3: 2,823 shares; 2025Q4: 2,619 shares 2,619 $606K 0.04% -204 Timeline AOK 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: 8,404 shares; 2024Q4: 9,481 shares; 2025Q1: 8,609 shares; 2025Q2: 9,084 shares; 2025Q3: 14,527 shares; 2025Q4: 14,975 shares 14,975 $601K 0.04% +448 Timeline TIPX 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: 41 shares; 2024Q4: 1,021 shares; 2025Q1: 10,495 shares; 2025Q2: 17,747 shares; 2025Q3: 29,261 shares; 2025Q4: 31,445 shares 31,445 $600K 0.04% +2,184 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: 7,230 shares; 2024Q4: 7,837 shares; 2025Q1: 8,121 shares; 2025Q2: 9,126 shares; 2025Q3: 11,482 shares; 2025Q4: 12,963 shares 12,963 $586K 0.04% +1,481 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: 5,548 shares; 2024Q4: 6,466 shares; 2025Q1: 6,952 shares; 2025Q2: 6,990 shares; 2025Q3: 6,273 shares; 2025Q4: 6,981 shares 6,981 $585K 0.04% +708 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 7,747 shares 7,747 $585K 0.04% +4,487 Timeline AGZD 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: 14,770 shares; 2024Q4: 14,724 shares; 2025Q1: 15,877 shares; 2025Q2: 16,124 shares; 2025Q3: 26,644 shares; 2025Q4: 25,971 shares 25,971 $584K 0.04% -673 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,352 shares; 2025Q1: 11,072 shares; 2025Q2: 11,262 shares; 2025Q3: 11,408 shares; 2025Q4: 11,275 shares 11,275 $583K 0.04% -133 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: 3,555 shares; 2024Q4: 3,628 shares; 2025Q1: 3,624 shares; 2025Q2: 3,727 shares; 2025Q3: 4,257 shares; 2025Q4: 3,588 shares 3,588 $575K 0.04% -669 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,433 shares; 2025Q3: 13,693 shares; 2025Q4: 13,693 shares 13,693 $566K 0.04% 0 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 56 shares; 2025Q3: 22,704 shares; 2025Q4: 25,683 shares 25,683 $566K 0.04% +2,979 Timeline NNOV 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 19,550 shares 19,550 $561K 0.04% +15,550 Timeline ISCG 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: 5,885 shares; 2024Q4: 26,833 shares; 2025Q1: 26,041 shares; 2025Q2: 8,952 shares; 2025Q3: 9,423 shares; 2025Q4: 10,107 shares 10,107 $561K 0.04% +684 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,295 shares; 2024Q4: 18,227 shares; 2025Q1: 16,482 shares; 2025Q2: 17,017 shares; 2025Q3: 17,001 shares; 2025Q4: 16,911 shares 16,911 $556K 0.04% -90 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,643 shares; 2025Q4: 12,124 shares 12,124 $551K 0.03% +481 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,626 shares; 2024Q4: 190,368 shares; 2025Q1: 222,127 shares; 2025Q2: 218,805 shares; 2025Q3: 224,292 shares; 2025Q4: 37,198 shares 37,198 $535K 0.03% -187,094 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,762 shares; 2024Q4: 18,748 shares; 2025Q1: 18,374 shares; 2025Q2: 13,717 shares; 2025Q3: 10,123 shares; 2025Q4: 12,234 shares 12,234 $524K 0.03% +2,111 Timeline EMHC 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: 73 shares; 2024Q4: 449 shares; 2025Q1: 6,341 shares; 2025Q2: 11,101 shares; 2025Q3: 19,075 shares; 2025Q4: 20,589 shares 20,589 $524K 0.03% +1,514 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: 3,487 shares; 2024Q4: 3,895 shares; 2025Q1: 3,781 shares; 2025Q2: 3,982 shares; 2025Q3: 5,497 shares; 2025Q4: 6,927 shares 6,927 $523K 0.03% +1,430 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: 4,499 shares; 2024Q4: 4,406 shares; 2025Q1: 4,121 shares; 2025Q2: 4,129 shares; 2025Q3: 3,231 shares; 2025Q4: 3,233 shares 3,233 $518K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 905 shares; 2025Q3: 692 shares; 2025Q4: 539 shares 539 $503K 0.03% -153 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 14,755 shares; 2025Q3: 16,255 shares; 2025Q4: 15,580 shares 15,580 $502K 0.03% -675 Timeline SPSM 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: 7,239 shares; 2024Q4: 4,058 shares; 2025Q1: 4,640 shares; 2025Q2: 5,055 shares; 2025Q3: 10,045 shares; 2025Q4: 10,636 shares 10,636 $498K 0.03% +591 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 674 shares; 2025Q1: 933 shares; 2025Q2: 1,401 shares; 2025Q3: 1,433 shares; 2025Q4: 1,406 shares 1,406 $497K 0.03% -27 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,594 shares; 2025Q1: 3,640 shares; 2025Q2: 3,531 shares; 2025Q3: 3,537 shares; 2025Q4: 2,819 shares 2,819 $495K 0.03% -718 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: 1,796 shares; 2024Q4: 1,663 shares; 2025Q1: 1,604 shares; 2025Q2: 1,583 shares; 2025Q3: 1,558 shares; 2025Q4: 1,566 shares 1,566 $493K 0.03% +8 Timeline FISR 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: not reported; 2024Q4: not reported; 2025Q1: 6,569 shares; 2025Q2: 9,643 shares; 2025Q3: 18,229 shares; 2025Q4: 19,025 shares 19,025 $493K 0.03% +796 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: 44 shares; 2024Q4: 225 shares; 2025Q1: 3,612 shares; 2025Q2: 6,485 shares; 2025Q3: 10,955 shares; 2025Q4: 11,943 shares 11,943 $493K 0.03% +988 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,764 shares; 2025Q1: 1,693 shares; 2025Q2: 1,613 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $492K 0.03% 0 Timeline GRPM 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: 1,302 shares; 2024Q4: 2,264 shares; 2025Q1: 2,638 shares; 2025Q2: 3,254 shares; 2025Q3: 3,241 shares; 2025Q4: 4,075 shares 4,075 $489K 0.03% +834 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,391 shares; 2025Q1: 1,464 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,556 shares 1,556 $479K 0.03% +37 Timeline VTWO 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: 4,810 shares; 2024Q4: 5,306 shares; 2025Q1: 3,038 shares; 2025Q2: 3,145 shares; 2025Q3: 4,411 shares; 2025Q4: 4,800 shares 4,800 $478K 0.03% +389 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: 2,180 shares; 2024Q4: 2,518 shares; 2025Q1: 2,513 shares; 2025Q2: 3,265 shares; 2025Q3: 5,505 shares; 2025Q4: 4,868 shares 4,868 $468K 0.03% -637 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,916 shares; 2024Q4: 33,020 shares; 2025Q1: 19,009 shares; 2025Q2: 20,654 shares; 2025Q3: 22,480 shares; 2025Q4: 18,418 shares 18,418 $464K 0.03% -4,062 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 2,104 shares; 2025Q4: 2,740 shares 2,740 $462K 0.03% +636 Timeline BLOK 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,076 shares; 2025Q2: 3,969 shares; 2025Q3: 7,703 shares; 2025Q4: 7,997 shares 7,997 $455K 0.03% +294 Timeline SPMD 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: 6,326 shares; 2024Q4: 10,042 shares; 2025Q1: 12,396 shares; 2025Q2: 12,897 shares; 2025Q3: 7,103 shares; 2025Q4: 7,790 shares 7,790 $451K 0.03% +687 Timeline WCLD 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 3,020 shares; 2025Q2: 5,600 shares; 2025Q3: 12,145 shares; 2025Q4: 12,882 shares 12,882 $451K 0.03% +737 Timeline FUTY 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: 7,737 shares; 2024Q4: 7,774 shares; 2025Q1: 7,547 shares; 2025Q2: 7,639 shares; 2025Q3: 7,609 shares; 2025Q4: 8,154 shares 8,154 $450K 0.03% +545 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,489 shares; 2025Q1: 1,490 shares; 2025Q2: 6,028 shares; 2025Q3: 7,980 shares; 2025Q4: 8,752 shares 8,752 $445K 0.03% +772 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,770 shares; 2024Q4: 26,622 shares; 2025Q1: 15,533 shares; 2025Q2: 15,361 shares; 2025Q3: 14,722 shares; 2025Q4: 5,673 shares 5,673 $441K 0.03% -9,049 Timeline SCHV 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: 5,899 shares; 2024Q4: 17,632 shares; 2025Q1: 15,469 shares; 2025Q2: 15,313 shares; 2025Q3: 14,884 shares; 2025Q4: 14,785 shares 14,785 $438K 0.03% -99 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: 2,838 shares; 2024Q4: 2,872 shares; 2025Q1: 2,986 shares; 2025Q2: 3,186 shares; 2025Q3: 3,185 shares; 2025Q4: 3,782 shares 3,782 $436K 0.03% +597 Timeline XME 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: 155 shares; 2025Q2: 3,024 shares; 2025Q3: 33,031 shares; 2025Q4: 4,204 shares 4,204 $436K 0.03% -28,827 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,731 shares; 2025Q3: 5,944 shares; 2025Q4: 5,523 shares 5,523 $435K 0.03% -421 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,770 shares; 2025Q4: 25,322 shares 25,322 $422K 0.03% +17,552 Timeline WCBR 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: 3,854 shares; 2025Q2: 6,742 shares; 2025Q3: 14,203 shares; 2025Q4: 15,142 shares 15,142 $422K 0.03% +939 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: 1,873 shares; 2024Q4: 1,678 shares; 2025Q1: 1,635 shares; 2025Q2: 1,594 shares; 2025Q3: 626 shares; 2025Q4: 479 shares 479 $421K 0.03% -147 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 359 shares; 2025Q2: 5,385 shares; 2025Q3: 5,535 shares; 2025Q4: 4,555 shares 4,555 $415K 0.03% -980 Timeline PJAN 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: 9,175 shares; 2024Q4: 9,175 shares; 2025Q1: 9,210 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,775 shares 8,775 $413K 0.03% +275 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: 156,249 shares; 2024Q4: 159,334 shares; 2025Q1: 19,721 shares; 2025Q2: 19,053 shares; 2025Q3: 14,447 shares; 2025Q4: 12,985 shares 12,985 $408K 0.03% -1,462 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 2,254 shares; 2025Q1: 2,246 shares; 2025Q2: 2,397 shares; 2025Q3: 2,503 shares; 2025Q4: 2,874 shares 2,874 $405K 0.03% +371 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: 2,422 shares; 2024Q4: 2,347 shares; 2025Q1: 2,729 shares; 2025Q2: 2,698 shares; 2025Q3: 1,436 shares; 2025Q4: 1,765 shares 1,765 $403K 0.03% +329 Timeline PFEB 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: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 9,920 shares; 2025Q2: 9,800 shares; 2025Q3: 9,700 shares; 2025Q4: 9,900 shares 9,900 $403K 0.03% +200 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,944 shares; 2025Q1: 12,748 shares; 2025Q2: 11,723 shares; 2025Q3: 10,135 shares; 2025Q4: 8,961 shares 8,961 $398K 0.03% -1,174 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9,108 shares; 2025Q3: 9,116 shares; 2025Q4: 9,116 shares 9,116 $397K 0.03% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,737 shares; 2024Q4: 87,427 shares; 2025Q1: 33,326 shares; 2025Q2: 36,516 shares; 2025Q3: 37,999 shares; 2025Q4: 49,039 shares 49,039 $393K 0.02% +11,040 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,142 shares; 2025Q1: 8,081 shares; 2025Q2: 8,695 shares; 2025Q3: 8,644 shares; 2025Q4: 8,338 shares 8,338 $390K 0.02% -306 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: 501 shares; 2024Q4: 1,277 shares; 2025Q1: 1,513 shares; 2025Q2: 2,034 shares; 2025Q3: 2,182 shares; 2025Q4: 1,882 shares 1,882 $390K 0.02% -300 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: 2,275 shares; 2024Q4: 2,096 shares; 2025Q1: 2,171 shares; 2025Q2: 1,972 shares; 2025Q3: 1,954 shares; 2025Q4: 2,262 shares 2,262 $387K 0.02% +308 Timeline OAEM 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: 2,011 shares; 2024Q4: 3,705 shares; 2025Q1: 6,321 shares; 2025Q2: 6,140 shares; 2025Q3: 9,252 shares; 2025Q4: 10,544 shares 10,544 $386K 0.02% +1,292 Timeline PSEP 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: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,139 shares; 2025Q2: 7,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares 8,800 $385K 0.02% 0 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,725 shares; 2025Q4: 11,556 shares 11,556 $384K 0.02% +831 Timeline FDIS 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: 67,371 shares; 2024Q4: 7,796 shares; 2025Q1: 7,671 shares; 2025Q2: 6,836 shares; 2025Q3: 4,633 shares; 2025Q4: 3,738 shares 3,738 $382K 0.02% -895 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: 66,281 shares; 2024Q4: 73,661 shares; 2025Q1: 59,414 shares; 2025Q2: 67,517 shares; 2025Q3: 10,870 shares; 2025Q4: 10,043 shares 10,043 $371K 0.02% -827 Timeline SCHH 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: 14,602 shares; 2024Q4: 13,768 shares; 2025Q1: 13,374 shares; 2025Q2: 15,071 shares; 2025Q3: 16,850 shares; 2025Q4: 17,709 shares 17,709 $370K 0.02% +859 Timeline PAPR 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: 10,880 shares; 2024Q4: 9,880 shares; 2025Q1: 9,901 shares; 2025Q2: 9,880 shares; 2025Q3: 9,380 shares; 2025Q4: 9,380 shares 9,380 $367K 0.02% 0 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: 10,256 shares; 2024Q4: 10,379 shares; 2025Q1: 11,471 shares; 2025Q2: 2,286 shares; 2025Q3: 1,755 shares; 2025Q4: 2,000 shares 2,000 $367K 0.02% +245 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 125 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 6,756 shares 6,756 $362K 0.02% +6,625 Timeline CERY 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: 3,167 shares; 2025Q2: 5,219 shares; 2025Q3: 12,509 shares; 2025Q4: 12,680 shares 12,680 $362K 0.02% +171 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 11,182 shares; 2025Q1: 1,278 shares; 2025Q2: 1,269 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares 1,202 $362K 0.02% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,411 shares; 2025Q1: 1,456 shares; 2025Q2: 1,392 shares; 2025Q3: 1,395 shares; 2025Q4: 1,397 shares 1,397 $359K 0.02% +2 Timeline KJAN 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: 8,850 shares; 2024Q4: 8,650 shares; 2025Q1: 8,880 shares; 2025Q2: 8,780 shares; 2025Q3: 8,780 shares; 2025Q4: 8,655 shares 8,655 $358K 0.02% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,823 shares 4,823 $358K 0.02% new 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: 11,435 shares; 2024Q4: 10,503 shares; 2025Q1: 5,666 shares; 2025Q2: 7,596 shares; 2025Q3: 7,596 shares; 2025Q4: 7,674 shares 7,674 $354K 0.02% +78 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: 69,205 shares; 2024Q4: 67,344 shares; 2025Q1: 22,609 shares; 2025Q2: 22,660 shares; 2025Q3: 22,580 shares; 2025Q4: 9,874 shares 9,874 $349K 0.02% -12,706 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 3,310 shares; 2025Q1: 1,641 shares; 2025Q2: 1,806 shares; 2025Q3: 1,827 shares; 2025Q4: 2,127 shares 2,127 $345K 0.02% +300 Timeline PSLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,559 shares 14,559 $344K 0.02% new Timeline QTUM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,996 shares; 2025Q4: 3,128 shares 3,128 $343K 0.02% +132 Timeline SNOV 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: 1,348 shares; 2024Q4: 8,953 shares; 2025Q1: 13,772 shares; 2025Q2: 13,869 shares; 2025Q3: 13,869 shares; 2025Q4: 13,833 shares 13,833 $342K 0.02% -36 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 3,306 shares; 2025Q1: 6,763 shares; 2025Q2: 14,635 shares; 2025Q3: 10,827 shares; 2025Q4: 12,806 shares 12,806 $340K 0.02% +1,979 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: 23,815 shares; 2024Q4: 20,803 shares; 2025Q1: 18,683 shares; 2025Q2: 16,352 shares; 2025Q3: 15,921 shares; 2025Q4: 14,701 shares 14,701 $338K 0.02% -1,220 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,770 shares; 2025Q4: 10,510 shares 10,510 $335K 0.02% -1,260 Timeline FEZ 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: 772 shares; 2024Q4: 766 shares; 2025Q1: 3,526 shares; 2025Q2: 4,622 shares; 2025Q3: 5,468 shares; 2025Q4: 5,196 shares 5,196 $335K 0.02% -272 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 1,736 shares; 2025Q1: 1,723 shares; 2025Q2: 1,852 shares; 2025Q3: 1,999 shares; 2025Q4: 2,050 shares 2,050 $333K 0.02% +51 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,536 shares; 2025Q1: 1,471 shares; 2025Q2: 1,507 shares; 2025Q3: 1,508 shares; 2025Q4: 1,454 shares 1,454 $319K 0.02% -54 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,544 shares; 2024Q4: 38,573 shares; 2025Q1: 38,573 shares; 2025Q2: 38,573 shares; 2025Q3: 38,573 shares; 2025Q4: 38,573 shares 38,573 $319K 0.02% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 4,923 shares 4,923 $319K 0.02% +4,901 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,859 shares; 2024Q4: 44,882 shares; 2025Q1: 12,512 shares; 2025Q2: 12,478 shares; 2025Q3: 12,607 shares; 2025Q4: 12,759 shares 12,759 $318K 0.02% +152 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,650 shares; 2025Q1: 10,230 shares; 2025Q2: 12,607 shares; 2025Q3: 11,844 shares; 2025Q4: 10,816 shares 10,816 $317K 0.02% -1,028 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: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,116 shares; 2025Q4: 1,134 shares 1,134 $314K 0.02% +18 Timeline ESLV STRATEGY SHS More: the full row for STRATEGY SHS 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: 12,372 shares 12,372 $314K 0.02% new 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: 2,798 shares; 2024Q4: 3,166 shares; 2025Q1: 3,077 shares; 2025Q2: 4,939 shares; 2025Q3: 3,373 shares; 2025Q4: 3,330 shares 3,330 $312K 0.02% -43 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 1,128 shares; 2025Q1: 1,129 shares; 2025Q2: 1,375 shares; 2025Q3: 1,172 shares; 2025Q4: 903 shares 903 $310K 0.02% -269 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 33 shares; 2025Q1: 121 shares; 2025Q2: 1,159 shares; 2025Q3: 1,411 shares; 2025Q4: 1,506 shares 1,506 $301K 0.02% +95 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: 944 shares; 2024Q4: 951 shares; 2025Q1: 886 shares; 2025Q2: 924 shares; 2025Q3: 914 shares; 2025Q4: 907 shares 907 $299K 0.02% -7 Timeline DTD 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: 6,400 shares; 2024Q4: 6,548 shares; 2025Q1: 5,200 shares; 2025Q2: 4,788 shares; 2025Q3: 3,570 shares; 2025Q4: 3,518 shares 3,518 $299K 0.02% -52 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 1,938 shares; 2025Q1: 1,941 shares; 2025Q2: 2,004 shares; 2025Q3: 2,007 shares; 2025Q4: 2,004 shares 2,004 $298K 0.02% -3 Timeline RSPM 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: 14,465 shares; 2024Q4: 17,184 shares; 2025Q1: 18,081 shares; 2025Q2: 17,711 shares; 2025Q3: 16,673 shares; 2025Q4: 8,653 shares 8,653 $295K 0.02% -8,020 Timeline IEUR 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: 134 shares; 2024Q4: 134 shares; 2025Q1: 3,288 shares; 2025Q2: 3,282 shares; 2025Q3: 3,719 shares; 2025Q4: 4,143 shares 4,143 $294K 0.02% +424 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 9,190 shares; 2025Q1: 7,755 shares; 2025Q2: 7,536 shares; 2025Q3: 3,425 shares; 2025Q4: 3,285 shares 3,285 $294K 0.02% -140 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: 4,594 shares; 2024Q4: 4,395 shares; 2025Q1: 4,146 shares; 2025Q2: 3,343 shares; 2025Q3: 2,861 shares; 2025Q4: 3,046 shares 3,046 $293K 0.02% +185 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: 3,076 shares; 2024Q4: 5,727 shares; 2025Q1: 7,868 shares; 2025Q2: 8,119 shares; 2025Q3: 8,110 shares; 2025Q4: 7,888 shares 7,888 $290K 0.02% -222 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,706 shares; 2024Q4: 37,637 shares; 2025Q1: 41,393 shares; 2025Q2: 42,413 shares; 2025Q3: 44,364 shares; 2025Q4: 9,039 shares 9,039 $290K 0.02% -35,325 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 667 shares; 2025Q1: 1,155 shares; 2025Q2: 1,694 shares; 2025Q3: 1,952 shares; 2025Q4: 2,013 shares 2,013 $289K 0.02% +61 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 3,233 shares; 2025Q1: 2,905 shares; 2025Q2: 3,350 shares; 2025Q3: 3,211 shares; 2025Q4: 3,378 shares 3,378 $287K 0.02% +167 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,195 shares; 2025Q4: 1,262 shares 1,262 $284K 0.02% +67 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,856 shares; 2024Q4: 17,725 shares; 2025Q1: 18,111 shares; 2025Q2: 18,111 shares; 2025Q3: 18,111 shares; 2025Q4: 26,386 shares 26,386 $283K 0.02% +8,275 Timeline EBND 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: 88 shares; 2024Q4: 696 shares; 2025Q1: 4,868 shares; 2025Q2: 7,341 shares; 2025Q3: 12,706 shares; 2025Q4: 13,107 shares 13,107 $280K 0.02% +401 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: 5,202 shares; 2024Q4: 5,611 shares; 2025Q1: 5,828 shares; 2025Q2: 5,739 shares; 2025Q3: 2,184 shares; 2025Q4: 1,710 shares 1,710 $279K 0.02% -474 Timeline SCYB 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: 937 shares; 2024Q4: 1,874 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 9,738 shares; 2025Q4: 10,554 shares 10,554 $279K 0.02% +816 Timeline IXP 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares 2,284 $277K 0.02% 0 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: 554 shares; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 35 shares; 2025Q4: 3,261 shares 3,261 $276K 0.02% +3,226 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 622 shares; 2025Q1: 503 shares; 2025Q2: 474 shares; 2025Q3: 461 shares; 2025Q4: 457 shares 457 $276K 0.02% -4 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 113 shares; 2025Q1: 714 shares; 2025Q2: 754 shares; 2025Q3: 705 shares; 2025Q4: 1,322 shares 1,322 $271K 0.02% +617 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,441 shares; 2025Q1: 1,382 shares; 2025Q2: 1,350 shares; 2025Q3: 1,784 shares; 2025Q4: 10,320 shares 10,320 $268K 0.02% +8,536 Timeline AGGY 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: 7,060 shares; 2024Q4: 7,963 shares; 2025Q1: 6,638 shares; 2025Q2: 6,065 shares; 2025Q3: 6,100 shares; 2025Q4: 6,058 shares 6,058 $267K 0.02% -42 Timeline IGF 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: 1,193 shares; 2024Q4: 4,789 shares; 2025Q1: 2,597 shares; 2025Q2: 2,624 shares; 2025Q3: 4,280 shares; 2025Q4: 4,333 shares 4,333 $266K 0.02% +53 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,370 shares; 2025Q2: 4,311 shares; 2025Q3: 4,946 shares; 2025Q4: 5,629 shares 5,629 $262K 0.02% +683 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: 916 shares; 2024Q4: 775 shares; 2025Q1: 869 shares; 2025Q2: 853 shares; 2025Q3: 849 shares; 2025Q4: 804 shares 804 $261K 0.02% -45 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 4,738 shares 4,738 $256K 0.02% +4,722 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: 2,386 shares; 2024Q4: 2,438 shares; 2025Q1: 2,322 shares; 2025Q2: 2,156 shares; 2025Q3: 2,138 shares; 2025Q4: 2,243 shares 2,243 $255K 0.02% +105 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 19,795 shares; 2025Q1: 21,035 shares; 2025Q2: 22,292 shares; 2025Q3: 9,484 shares; 2025Q4: 5,329 shares 5,329 $254K 0.02% -4,155 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,952 shares; 2025Q1: 1,900 shares; 2025Q2: 1,871 shares; 2025Q3: 1,763 shares; 2025Q4: 1,939 shares 1,939 $254K 0.02% +176 Timeline TSSI TSS INC DEL More: the full row for TSS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,200 shares; 2025Q1: 33,850 shares; 2025Q2: 33,550 shares; 2025Q3: 35,250 shares; 2025Q4: 35,850 shares 35,850 $253K 0.02% +600 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,574 shares; 2025Q3: 10,814 shares; 2025Q4: 10,894 shares 10,894 $251K 0.02% +80 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: 828 shares; 2024Q4: 611 shares; 2025Q1: 605 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 1,158 shares 1,158 $251K 0.02% +513 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: 2,431 shares; 2024Q4: 2,435 shares; 2025Q1: 2,489 shares; 2025Q2: 2,508 shares; 2025Q3: 2,512 shares; 2025Q4: 2,515 shares 2,515 $251K 0.02% +3 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 13,167 shares; 2025Q1: 6,698 shares; 2025Q2: 8,010 shares; 2025Q3: 7,233 shares; 2025Q4: 7,233 shares 7,233 $251K 0.02% 0 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,955 shares; 2025Q4: 10,564 shares 10,564 $251K 0.02% -7,391 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 15,935 shares; 2025Q1: 10,952 shares; 2025Q2: 9,222 shares; 2025Q3: 7,459 shares; 2025Q4: 2,186 shares 2,186 $249K 0.02% -5,273 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: 12,384 shares; 2024Q4: 15,119 shares; 2025Q1: 14,769 shares; 2025Q2: 13,336 shares; 2025Q3: 13,314 shares; 2025Q4: 16,703 shares 16,703 $247K 0.02% +3,389 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 653 shares 653 $245K 0.02% +2 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 957 shares; 2025Q1: 1,119 shares; 2025Q2: 1,580 shares; 2025Q3: 1,873 shares; 2025Q4: 2,247 shares 2,247 $244K 0.02% +374 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,746 shares; 2025Q1: 6,733 shares; 2025Q2: 7,085 shares; 2025Q3: 2,825 shares; 2025Q4: 2,320 shares 2,320 $242K 0.02% -505 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,554 shares; 2025Q1: 1,508 shares; 2025Q2: 1,489 shares; 2025Q3: 1,435 shares; 2025Q4: 1,404 shares 1,404 $240K 0.02% -31 Timeline UOCT 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: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $238K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 161 shares; 2025Q2: 989 shares; 2025Q3: 972 shares; 2025Q4: 1,472 shares 1,472 $238K 0.01% +500 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: 1,554 shares; 2024Q4: 1,668 shares; 2025Q1: 1,372 shares; 2025Q2: 1,326 shares; 2025Q3: 1,330 shares; 2025Q4: 1,337 shares 1,337 $237K 0.01% +7 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: 304 shares; 2024Q4: 422 shares; 2025Q1: 922 shares; 2025Q2: 848 shares; 2025Q3: 2,755 shares; 2025Q4: 2,438 shares 2,438 $237K 0.01% -317 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: 289 shares; 2024Q4: 374 shares; 2025Q1: 768 shares; 2025Q2: 791 shares; 2025Q3: 892 shares; 2025Q4: 970 shares 970 $235K 0.01% +78 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: 1,539 shares; 2024Q4: 1,531 shares; 2025Q1: 1,544 shares; 2025Q2: 1,502 shares; 2025Q3: 1,491 shares; 2025Q4: 1,870 shares 1,870 $234K 0.01% +379 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: 8,888 shares; 2024Q4: 7,263 shares; 2025Q1: 4,993 shares; 2025Q2: 4,863 shares; 2025Q3: 4,821 shares; 2025Q4: 3,909 shares 3,909 $234K 0.01% -912 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: 3,310 shares; 2024Q4: 2,934 shares; 2025Q1: 2,919 shares; 2025Q2: 2,766 shares; 2025Q3: 2,577 shares; 2025Q4: 3,035 shares 3,035 $234K 0.01% +458 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,650 shares; 2025Q1: 3,381 shares; 2025Q2: 5,717 shares; 2025Q3: 6,276 shares; 2025Q4: 4,125 shares 4,125 $234K 0.01% -2,151 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: 11,322 shares; 2024Q4: 12,905 shares; 2025Q1: 8,538 shares; 2025Q2: 7,899 shares; 2025Q3: 2,407 shares; 2025Q4: 2,306 shares 2,306 $230K 0.01% -101 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 788 shares; 2025Q2: 795 shares; 2025Q3: 767 shares; 2025Q4: 717 shares 717 $229K 0.01% -50 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares 3,179 $228K 0.01% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,418 shares; 2024Q4: 7,202 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 6,492 shares 6,492 $226K 0.01% -78 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: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 1,706 shares; 2025Q2: 1,648 shares; 2025Q3: 1,537 shares; 2025Q4: 1,666 shares 1,666 $225K 0.01% +129 Timeline VXF 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: 983 shares; 2024Q4: 968 shares; 2025Q1: 963 shares; 2025Q2: 1,103 shares; 2025Q3: 1,064 shares; 2025Q4: 1,072 shares 1,072 $224K 0.01% +8 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: 598 shares; 2024Q4: 583 shares; 2025Q1: 548 shares; 2025Q2: 588 shares; 2025Q3: 509 shares; 2025Q4: 476 shares 476 $222K 0.01% -33 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 676 shares; 2025Q1: 792 shares; 2025Q2: 764 shares; 2025Q3: 761 shares; 2025Q4: 622 shares 622 $218K 0.01% -139 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 208 shares; 2025Q1: 157 shares; 2025Q2: 156 shares; 2025Q3: 161 shares; 2025Q4: 621 shares 621 $217K 0.01% +460 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 561 shares 561 $217K 0.01% -40 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,464 shares; 2025Q1: 3,448 shares; 2025Q2: 3,301 shares; 2025Q3: 2,429 shares; 2025Q4: 2,393 shares 2,393 $215K 0.01% -36 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: 2,740 shares; 2024Q4: 1,308 shares; 2025Q1: 1,336 shares; 2025Q2: 1,422 shares; 2025Q3: 1,366 shares; 2025Q4: 1,752 shares 1,752 $215K 0.01% +386 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,223 shares; 2025Q1: 2,282 shares; 2025Q2: 2,862 shares; 2025Q3: 3,102 shares; 2025Q4: 3,438 shares 3,438 $213K 0.01% +336 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 5,883 shares; 2025Q1: 5,707 shares; 2025Q2: 5,824 shares; 2025Q3: 5,198 shares; 2025Q4: 5,913 shares 5,913 $211K 0.01% +715 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 5,253 shares; 2025Q4: 6,827 shares 6,827 $209K 0.01% +1,574 Timeline IYH 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: 3,405 shares; 2024Q4: 3,156 shares; 2025Q1: 3,164 shares; 2025Q2: 3,173 shares; 2025Q3: 3,183 shares; 2025Q4: 3,195 shares 3,195 $208K 0.01% +12 Timeline XLB 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: 5,573 shares; 2024Q4: 5,184 shares; 2025Q1: 4,441 shares; 2025Q2: 4,421 shares; 2025Q3: 4,057 shares; 2025Q4: 4,582 shares 4,582 $208K 0.01% +525 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,201 shares; 2025Q1: 2,972 shares; 2025Q2: 2,772 shares; 2025Q3: 2,759 shares; 2025Q4: 2,902 shares 2,902 $207K 0.01% +143 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,742 shares; 2025Q2: 10,159 shares; 2025Q3: 8,259 shares; 2025Q4: 8,241 shares 8,241 $206K 0.01% -18 Timeline PMAY 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: 12,200 shares; 2024Q4: 10,100 shares; 2025Q1: 5,271 shares; 2025Q2: 5,250 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares 5,180 $205K 0.01% 0 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,012 shares; 2025Q2: 8,047 shares; 2025Q3: 7,611 shares; 2025Q4: 7,598 shares 7,598 $205K 0.01% -13 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 10,598 shares; 2025Q4: 10,598 shares 10,598 $204K 0.01% 0 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: 1,586 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 2,108 shares; 2025Q3: 2,077 shares; 2025Q4: 2,111 shares 2,111 $203K 0.01% +34 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 8,313 shares; 2025Q3: 6,412 shares; 2025Q4: 6,232 shares 6,232 $202K 0.01% -180 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,006 shares 2,006 $202K 0.01% +1 Timeline PJUN 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: 7,080 shares; 2024Q4: 5,280 shares; 2025Q1: 4,701 shares; 2025Q2: 4,820 shares; 2025Q3: 4,795 shares; 2025Q4: 4,795 shares 4,795 $201K 0.01% 0 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: 2,033 shares; 2024Q4: 2,740 shares; 2025Q1: 2,583 shares; 2025Q2: 2,991 shares; 2025Q3: 2,005 shares; 2025Q4: 1,681 shares 1,681 $201K 0.01% -324 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,752 shares; 2024Q4: 15,323 shares; 2025Q1: 15,276 shares; 2025Q2: 15,003 shares; 2025Q3: 5,914 shares; 2025Q4: 2,832 shares 2,832 $197K 0.01% -3,082 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 4,459 shares; 2025Q1: 5,269 shares; 2025Q2: 6,100 shares; 2025Q3: 3,737 shares; 2025Q4: 2,667 shares 2,667 $197K 0.01% -1,070 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 1,292 shares; 2025Q3: 1,725 shares; 2025Q4: 5,019 shares 5,019 $195K 0.01% +3,294 Timeline PPH 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: 506 shares; 2024Q4: 508 shares; 2025Q1: 1,802 shares; 2025Q2: 2,129 shares; 2025Q3: 1,875 shares; 2025Q4: 1,886 shares 1,886 $195K 0.01% +11 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 2,217 shares; 2025Q1: 1,966 shares; 2025Q2: 2,008 shares; 2025Q3: 2,038 shares; 2025Q4: 1,136 shares 1,136 $193K 0.01% -902 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 4,628 shares; 2025Q1: 4,615 shares; 2025Q2: 4,487 shares; 2025Q3: 1,452 shares; 2025Q4: 975 shares 975 $190K 0.01% -477 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,054 shares; 2025Q2: 4,140 shares; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares 4,059 $190K 0.01% 0 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: 5,093 shares; 2024Q4: 4,711 shares; 2025Q1: 3,900 shares; 2025Q2: 3,923 shares; 2025Q3: 3,919 shares; 2025Q4: 4,279 shares 4,279 $190K 0.01% +360 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,025 shares 1,025 $189K 0.01% -1 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: 329 shares; 2024Q4: 311 shares; 2025Q1: 345 shares; 2025Q2: 349 shares; 2025Q3: 351 shares; 2025Q4: 508 shares 508 $188K 0.01% +157 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,432 shares; 2025Q1: 5,296 shares; 2025Q2: 5,260 shares; 2025Q3: 5,522 shares; 2025Q4: 5,536 shares 5,536 $187K 0.01% +14 Timeline RING 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: not reported; 2024Q4: not reported; 2025Q1: 3,142 shares; 2025Q2: 3,086 shares; 2025Q3: 2,322 shares; 2025Q4: 2,500 shares 2,500 $184K 0.01% +178 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 7,903 shares; 2025Q1: 7,273 shares; 2025Q2: 7,253 shares; 2025Q3: 9,180 shares; 2025Q4: 9,205 shares 9,205 $181K 0.01% +25 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT 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: 166 shares; 2025Q3: 877 shares; 2025Q4: 877 shares 877 $181K 0.01% 0 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: 13,382 shares; 2024Q4: 36,573 shares; 2025Q1: 31,595 shares; 2025Q2: 32,151 shares; 2025Q3: 6,872 shares; 2025Q4: 4,070 shares 4,070 $180K 0.01% -2,802 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 12 shares; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 3,920 shares 3,920 $180K 0.01% +205 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,144 shares; 2025Q1: 1,137 shares; 2025Q2: 1,127 shares; 2025Q3: 1,126 shares; 2025Q4: 926 shares 926 $180K 0.01% -200 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 364 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 365 shares 365 $179K 0.01% -1 Timeline SCHC 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: 4,779 shares; 2024Q4: 4,612 shares; 2025Q1: 3,857 shares; 2025Q2: 3,727 shares; 2025Q3: 3,666 shares; 2025Q4: 3,904 shares 3,904 $178K 0.01% +238 Timeline TSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,470 shares 7,470 $178K 0.01% new Timeline FSTA 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: 4,646 shares; 2024Q4: 4,905 shares; 2025Q1: 4,906 shares; 2025Q2: 5,583 shares; 2025Q3: 5,233 shares; 2025Q4: 3,601 shares 3,601 $177K 0.01% -1,632 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: 10,229 shares; 2024Q4: 13,601 shares; 2025Q1: 13,636 shares; 2025Q2: 3,332 shares; 2025Q3: 3,332 shares; 2025Q4: 3,756 shares 3,756 $177K 0.01% +424 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 9,166 shares; 2025Q4: 14,166 shares 14,166 $176K 0.01% +5,000 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 11,900 shares; 2025Q1: 10,670 shares; 2025Q2: 10,670 shares; 2025Q3: 10,670 shares; 2025Q4: 10,670 shares 10,670 $176K 0.01% 0 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: 10,334 shares; 2024Q4: 10,407 shares; 2025Q1: 10,923 shares; 2025Q2: 10,033 shares; 2025Q3: 3,674 shares; 2025Q4: 2,173 shares 2,173 $174K 0.01% -1,501 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 1,960 shares; 2025Q1: 1,961 shares; 2025Q2: 1,962 shares; 2025Q3: 1,911 shares; 2025Q4: 1,888 shares 1,888 $172K 0.01% -23 Timeline