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: 202,623 shares; 2024Q4: 196,437 shares; 2025Q1: 196,409 shares; 2025Q2: 197,959 shares; 2025Q3: 176,134 shares; 2025Q4: 180,732 shares 180,732 $123M 5.58% +4,598 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: 1,130,770 shares; 2024Q4: 1,127,982 shares; 2025Q1: 1,183,880 shares; 2025Q2: 1,566,530 shares; 2025Q3: 1,861,233 shares; 2025Q4: 1,871,976 shares 1,871,976 $112M 5.08% +10,743 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: 568,493 shares; 2024Q4: 575,881 shares; 2025Q1: 589,813 shares; 2025Q2: 595,494 shares; 2025Q3: 555,790 shares; 2025Q4: 580,044 shares 580,044 $111M 5.03% +24,254 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: 1,727,656 shares; 2024Q4: 1,741,230 shares; 2025Q1: 1,773,862 shares; 2025Q2: 1,783,853 shares; 2025Q3: 1,782,299 shares; 2025Q4: 1,887,601 shares 1,887,601 $83.7M 3.79% +105,302 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: 123,393 shares; 2024Q4: 123,650 shares; 2025Q1: 135,049 shares; 2025Q2: 135,310 shares; 2025Q3: 127,797 shares; 2025Q4: 130,643 shares 130,643 $80.3M 3.63% +2,846 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: 1,083,423 shares; 2024Q4: 1,115,963 shares; 2025Q1: 1,101,361 shares; 2025Q2: 1,009,938 shares; 2025Q3: 968,633 shares; 2025Q4: 1,005,353 shares 1,005,353 $69.8M 3.16% +36,720 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: 211,074 shares; 2024Q4: 182,006 shares; 2025Q1: 177,088 shares; 2025Q2: 173,729 shares; 2025Q3: 158,781 shares; 2025Q4: 157,904 shares 157,904 $42.9M 1.94% -877 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,891 shares; 2024Q4: 704,975 shares; 2025Q1: 712,177 shares; 2025Q2: 736,493 shares; 2025Q3: 768,104 shares; 2025Q4: 821,151 shares 821,151 $41M 1.86% +53,047 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651,477 shares; 2024Q4: 1,813,383 shares; 2025Q1: 1,821,335 shares; 2025Q2: 1,818,613 shares; 2025Q3: 1,997,699 shares; 2025Q4: 2,078,177 shares 2,078,177 $39.9M 1.8% +80,478 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: 1,194,735 shares; 2024Q4: 1,174,422 shares; 2025Q1: 1,184,468 shares; 2025Q2: 1,246,483 shares; 2025Q3: 1,285,637 shares; 2025Q4: 1,458,508 shares 1,458,508 $36.7M 1.66% +172,871 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: 678,632 shares; 2024Q4: 769,727 shares; 2025Q1: 947,696 shares; 2025Q2: 983,538 shares; 2025Q3: 1,046,980 shares; 2025Q4: 1,106,149 shares 1,106,149 $29.8M 1.35% +59,169 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: 277,568 shares; 2024Q4: 258,053 shares; 2025Q1: 253,869 shares; 2025Q2: 249,776 shares; 2025Q3: 244,213 shares; 2025Q4: 234,534 shares 234,534 $28.9M 1.31% -9,679 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: 69,504 shares; 2024Q4: 60,897 shares; 2025Q1: 59,791 shares; 2025Q2: 58,608 shares; 2025Q3: 55,178 shares; 2025Q4: 56,653 shares 56,653 $27.4M 1.24% +1,475 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: 12,915 shares; 2024Q4: 10,560 shares; 2025Q1: 319,981 shares; 2025Q2: 319,426 shares; 2025Q3: 595,444 shares; 2025Q4: 679,433 shares 679,433 $25M 1.13% +83,989 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: 120,320 shares; 2024Q4: 107,591 shares; 2025Q1: 74,312 shares; 2025Q2: 74,218 shares; 2025Q3: 74,917 shares; 2025Q4: 62,946 shares 62,946 $24.9M 1.13% -11,971 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674,897 shares; 2024Q4: 671,085 shares; 2025Q1: 855,776 shares; 2025Q2: 901,553 shares; 2025Q3: 917,512 shares; 2025Q4: 974,216 shares 974,216 $21.3M 0.96% +56,704 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: 249,671 shares; 2024Q4: 130,258 shares; 2025Q1: 131,718 shares; 2025Q2: 129,842 shares; 2025Q3: 105,791 shares; 2025Q4: 111,282 shares 111,282 $20.8M 0.94% +5,491 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,495 shares; 2024Q4: 378,752 shares; 2025Q1: 666,770 shares; 2025Q2: 670,056 shares; 2025Q3: 793,400 shares; 2025Q4: 869,681 shares 869,681 $20.2M 0.91% +76,281 Timeline DVOL 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: 543,200 shares; 2025Q4: 567,061 shares 567,061 $19.9M 0.9% +23,861 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: 83,874 shares; 2024Q4: 77,856 shares; 2025Q1: 76,028 shares; 2025Q2: 73,448 shares; 2025Q3: 72,328 shares; 2025Q4: 74,731 shares 74,731 $17.2M 0.78% +2,403 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: 70,825 shares; 2024Q4: 57,491 shares; 2025Q1: 56,317 shares; 2025Q2: 54,861 shares; 2025Q3: 47,413 shares; 2025Q4: 53,785 shares 53,785 $16.8M 0.76% +6,372 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: 46,528 shares; 2024Q4: 47,100 shares; 2025Q1: 54,090 shares; 2025Q2: 58,111 shares; 2025Q3: 62,198 shares; 2025Q4: 73,335 shares 73,335 $15.6M 0.7% +11,137 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,946 shares; 2024Q4: 308,303 shares; 2025Q1: 324,774 shares; 2025Q2: 306,474 shares; 2025Q3: 304,934 shares; 2025Q4: 375,672 shares 375,672 $15.5M 0.7% +70,738 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: 33,176 shares; 2024Q4: 31,501 shares; 2025Q1: 30,244 shares; 2025Q2: 21,683 shares; 2025Q3: 19,979 shares; 2025Q4: 20,293 shares 20,293 $13.9M 0.63% +314 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: 32,109 shares; 2024Q4: 34,713 shares; 2025Q1: 41,701 shares; 2025Q2: 40,361 shares; 2025Q3: 39,551 shares; 2025Q4: 40,922 shares 40,922 $13.2M 0.6% +1,371 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: 51,100 shares; 2024Q4: 54,237 shares; 2025Q1: 58,693 shares; 2025Q2: 58,666 shares; 2025Q3: 92,049 shares; 2025Q4: 136,516 shares 136,516 $13.1M 0.59% +44,467 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: 29,850 shares; 2024Q4: 33,834 shares; 2025Q1: 34,900 shares; 2025Q2: 35,561 shares; 2025Q3: 33,146 shares; 2025Q4: 36,133 shares 36,133 $13M 0.59% +2,987 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: 24,228 shares; 2024Q4: 22,804 shares; 2025Q1: 27,025 shares; 2025Q2: 24,986 shares; 2025Q3: 24,796 shares; 2025Q4: 27,834 shares 27,834 $12.5M 0.57% +3,038 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: 266,083 shares; 2024Q4: 249,120 shares; 2025Q1: 242,010 shares; 2025Q2: 244,212 shares; 2025Q3: 223,941 shares; 2025Q4: 203,322 shares 203,322 $12.2M 0.55% -20,619 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: 122,477 shares; 2024Q4: 118,442 shares; 2025Q1: 114,777 shares; 2025Q2: 115,527 shares; 2025Q3: 108,391 shares; 2025Q4: 108,733 shares 108,733 $12.1M 0.55% +342 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: 70,872 shares; 2024Q4: 70,707 shares; 2025Q1: 76,068 shares; 2025Q2: 77,990 shares; 2025Q3: 74,052 shares; 2025Q4: 60,675 shares 60,675 $12.1M 0.55% -13,377 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: 553,016 shares; 2024Q4: 590,066 shares; 2025Q1: 672,487 shares; 2025Q2: 667,905 shares; 2025Q3: 683,030 shares; 2025Q4: 658,100 shares 658,100 $12M 0.54% -24,930 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: 120,466 shares; 2024Q4: 127,586 shares; 2025Q1: 145,460 shares; 2025Q2: 155,495 shares; 2025Q3: 185,487 shares; 2025Q4: 196,943 shares 196,943 $12M 0.54% +11,456 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,560 shares; 2025Q2: 107,014 shares; 2025Q3: 108,050 shares; 2025Q4: 134,948 shares 134,948 $11.4M 0.51% +26,898 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: 14,243 shares; 2024Q4: 14,478 shares; 2025Q1: 16,723 shares; 2025Q2: 17,212 shares; 2025Q3: 18,414 shares; 2025Q4: 18,514 shares 18,514 $11.2M 0.51% +100 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,514 shares; 2024Q4: 328,279 shares; 2025Q1: 237,424 shares; 2025Q2: 236,174 shares; 2025Q3: 234,604 shares; 2025Q4: 243,279 shares 243,279 $10.9M 0.5% +8,675 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,613 shares; 2024Q4: 135,644 shares; 2025Q1: 129,703 shares; 2025Q2: 130,841 shares; 2025Q3: 123,894 shares; 2025Q4: 115,503 shares 115,503 $10.9M 0.49% -8,391 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: 76,854 shares; 2024Q4: 17,042 shares; 2025Q1: 16,303 shares; 2025Q2: 14,565 shares; 2025Q3: 12,978 shares; 2025Q4: 67,674 shares 67,674 $10.5M 0.47% +54,696 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: 226,976 shares; 2024Q4: 215,347 shares; 2025Q1: 227,968 shares; 2025Q2: 230,501 shares; 2025Q3: 212,396 shares; 2025Q4: 224,656 shares 224,656 $10.5M 0.47% +12,260 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,646 shares; 2025Q1: 17,869 shares; 2025Q2: 18,134 shares; 2025Q3: 20,054 shares; 2025Q4: 20,706 shares 20,706 $9.95M 0.45% +652 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: 27,415 shares; 2024Q4: 24,208 shares; 2025Q1: 23,397 shares; 2025Q2: 23,074 shares; 2025Q3: 17,406 shares; 2025Q4: 19,217 shares 19,217 $9.38M 0.42% +1,811 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: 89,816 shares; 2024Q4: 90,403 shares; 2025Q1: 80,698 shares; 2025Q2: 82,139 shares; 2025Q3: 77,043 shares; 2025Q4: 76,894 shares 76,894 $9.25M 0.42% -149 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: 11,228 shares; 2024Q4: 10,794 shares; 2025Q1: 16,291 shares; 2025Q2: 18,650 shares; 2025Q3: 25,372 shares; 2025Q4: 26,106 shares 26,106 $8.95M 0.41% +734 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,303 shares; 2024Q4: 201,203 shares; 2025Q1: 53,908 shares; 2025Q2: 168,345 shares; 2025Q3: 113,834 shares; 2025Q4: 109,640 shares 109,640 $8.84M 0.4% -4,194 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,857 shares; 2025Q4: 102,478 shares 102,478 $8.79M 0.4% -12,379 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: 20,361 shares; 2024Q4: 20,017 shares; 2025Q1: 19,836 shares; 2025Q2: 17,997 shares; 2025Q3: 13,775 shares; 2025Q4: 13,985 shares 13,985 $8.77M 0.4% +210 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149,502 shares; 2025Q2: 246,171 shares; 2025Q3: 298,337 shares; 2025Q4: 347,836 shares 347,836 $8.63M 0.39% +49,499 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: 51,985 shares; 2024Q4: 407,334 shares; 2025Q1: 409,193 shares; 2025Q2: 415,369 shares; 2025Q3: 400,712 shares; 2025Q4: 362,275 shares 362,275 $8.58M 0.39% -38,437 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: 72,417 shares; 2024Q4: 83,919 shares; 2025Q1: 86,691 shares; 2025Q2: 85,832 shares; 2025Q3: 87,366 shares; 2025Q4: 84,679 shares 84,679 $8.46M 0.38% -2,687 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: 22,558 shares; 2024Q4: 22,114 shares; 2025Q1: 25,040 shares; 2025Q2: 24,796 shares; 2025Q3: 23,125 shares; 2025Q4: 36,108 shares 36,108 $8.25M 0.37% +12,983 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: 21,822 shares; 2024Q4: 27,636 shares; 2025Q1: 28,976 shares; 2025Q2: 28,954 shares; 2025Q3: 28,501 shares; 2025Q4: 32,031 shares 32,031 $8.02M 0.36% +3,530 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: 75,819 shares; 2024Q4: 76,226 shares; 2025Q1: 79,201 shares; 2025Q2: 107,620 shares; 2025Q3: 95,580 shares; 2025Q4: 119,020 shares 119,020 $8M 0.36% +23,440 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: 184,647 shares; 2024Q4: 189,776 shares; 2025Q1: 222,461 shares; 2025Q2: 219,916 shares; 2025Q3: 229,207 shares; 2025Q4: 230,572 shares 230,572 $7.52M 0.34% +1,365 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: 106,192 shares; 2024Q4: 104,261 shares; 2025Q1: 106,823 shares; 2025Q2: 108,134 shares; 2025Q3: 109,482 shares; 2025Q4: 118,762 shares 118,762 $7.42M 0.34% +9,280 Timeline DGS 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: 166,872 shares; 2024Q4: 158,691 shares; 2025Q1: 155,768 shares; 2025Q2: 155,239 shares; 2025Q3: 142,667 shares; 2025Q4: 129,606 shares 129,606 $7.42M 0.34% -13,061 Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244,991 shares 244,991 $7.26M 0.33% new 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: 19,337 shares; 2024Q4: 15,154 shares; 2025Q1: 16,530 shares; 2025Q2: 16,197 shares; 2025Q3: 16,211 shares; 2025Q4: 20,868 shares 20,868 $7.18M 0.32% +4,657 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,306 shares; 2024Q4: 33,830 shares; 2025Q1: 33,915 shares; 2025Q2: 33,477 shares; 2025Q3: 33,058 shares; 2025Q4: 32,431 shares 32,431 $7.13M 0.32% -627 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: 30,579 shares; 2024Q4: 20,824 shares; 2025Q1: 20,229 shares; 2025Q2: 19,996 shares; 2025Q3: 15,940 shares; 2025Q4: 20,545 shares 20,545 $7.11M 0.32% +4,605 Timeline FEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,901 shares; 2025Q4: 237,751 shares 237,751 $7.08M 0.32% +178,850 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: 59,034 shares; 2024Q4: 69,297 shares; 2025Q1: 175,164 shares; 2025Q2: 106,457 shares; 2025Q3: 73,944 shares; 2025Q4: 76,925 shares 76,925 $7.03M 0.32% +2,981 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: 26,114 shares; 2024Q4: 27,482 shares; 2025Q1: 28,977 shares; 2025Q2: 26,527 shares; 2025Q3: 41,958 shares; 2025Q4: 42,847 shares 42,847 $6.87M 0.31% +889 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: 65,600 shares; 2024Q4: 73,497 shares; 2025Q1: 49,009 shares; 2025Q2: 57,703 shares; 2025Q3: 58,090 shares; 2025Q4: 56,488 shares 56,488 $6.79M 0.31% -1,602 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: 91,139 shares; 2024Q4: 92,394 shares; 2025Q1: 93,678 shares; 2025Q2: 92,849 shares; 2025Q3: 100,113 shares; 2025Q4: 97,773 shares 97,773 $6.79M 0.31% -2,340 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: 11,875 shares; 2024Q4: 8,520 shares; 2025Q1: 9,539 shares; 2025Q2: 9,515 shares; 2025Q3: 9,524 shares; 2025Q4: 10,201 shares 10,201 $6.73M 0.3% +677 Timeline DLS 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: 132,156 shares; 2024Q4: 111,523 shares; 2025Q1: 97,005 shares; 2025Q2: 94,789 shares; 2025Q3: 89,376 shares; 2025Q4: 82,548 shares 82,548 $6.69M 0.3% -6,828 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,281 shares; 2024Q4: 65,710 shares; 2025Q1: 67,596 shares; 2025Q2: 66,350 shares; 2025Q3: 68,802 shares; 2025Q4: 69,085 shares 69,085 $6.51M 0.29% +283 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: 27,185 shares; 2024Q4: 26,807 shares; 2025Q1: 26,566 shares; 2025Q2: 26,970 shares; 2025Q3: 27,166 shares; 2025Q4: 26,957 shares 26,957 $6.5M 0.29% -209 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,421 shares; 2024Q4: 18,215 shares; 2025Q1: 18,441 shares; 2025Q2: 18,370 shares; 2025Q3: 18,375 shares; 2025Q4: 17,307 shares 17,307 $6.46M 0.29% -1,068 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: 30,981 shares; 2024Q4: 34,974 shares; 2025Q1: 36,792 shares; 2025Q2: 37,167 shares; 2025Q3: 49,094 shares; 2025Q4: 54,111 shares 54,111 $6.34M 0.29% +5,017 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: 29,451 shares; 2024Q4: 31,189 shares; 2025Q1: 28,172 shares; 2025Q2: 32,315 shares; 2025Q3: 37,442 shares; 2025Q4: 41,032 shares 41,032 $6.25M 0.28% +3,590 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,062 shares; 2024Q4: 221,335 shares; 2025Q1: 147,999 shares; 2025Q2: 144,658 shares; 2025Q3: 203,994 shares; 2025Q4: 412,014 shares 412,014 $6.18M 0.28% +208,020 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: 62,379 shares; 2024Q4: 69,323 shares; 2025Q1: 65,333 shares; 2025Q2: 94,016 shares; 2025Q3: 89,710 shares; 2025Q4: 85,654 shares 85,654 $6.12M 0.28% -4,056 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: 12,492 shares; 2024Q4: 14,657 shares; 2025Q1: 16,025 shares; 2025Q2: 15,194 shares; 2025Q3: 20,699 shares; 2025Q4: 20,417 shares 20,417 $6.05M 0.27% -282 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: 14,132 shares; 2024Q4: 14,640 shares; 2025Q1: 14,431 shares; 2025Q2: 14,378 shares; 2025Q3: 14,930 shares; 2025Q4: 11,851 shares 11,851 $5.96M 0.27% -3,079 Timeline BILZ 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: 7,320 shares; 2024Q4: 16,669 shares; 2025Q1: 28,384 shares; 2025Q2: 42,449 shares; 2025Q3: 56,817 shares; 2025Q4: 56,320 shares 56,320 $5.68M 0.26% -497 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: 71,352 shares; 2024Q4: 71,291 shares; 2025Q1: 59,417 shares; 2025Q2: 59,572 shares; 2025Q3: 61,984 shares; 2025Q4: 62,728 shares 62,728 $5.47M 0.25% +744 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,307 shares; 2024Q4: 122,815 shares; 2025Q1: 121,958 shares; 2025Q2: 124,929 shares; 2025Q3: 108,464 shares; 2025Q4: 110,386 shares 110,386 $5.33M 0.24% +1,922 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,124 shares; 2024Q4: 246,253 shares; 2025Q1: 340,559 shares; 2025Q2: 337,663 shares; 2025Q3: 317,717 shares; 2025Q4: 320,310 shares 320,310 $5.29M 0.24% +2,593 Timeline IWX 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: 61,747 shares; 2024Q4: 55,434 shares; 2025Q1: 55,894 shares; 2025Q2: 55,778 shares; 2025Q3: 57,990 shares; 2025Q4: 57,257 shares 57,257 $5.26M 0.24% -733 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: 118,365 shares; 2024Q4: 144,905 shares; 2025Q1: 158,857 shares; 2025Q2: 157,358 shares; 2025Q3: 189,293 shares; 2025Q4: 208,018 shares 208,018 $5.17M 0.23% +18,725 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,172 shares; 2025Q1: 116,032 shares; 2025Q2: 115,709 shares; 2025Q3: 131,727 shares; 2025Q4: 151,633 shares 151,633 $5.16M 0.23% +19,906 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: 33,937 shares; 2024Q4: 34,701 shares; 2025Q1: 39,280 shares; 2025Q2: 42,536 shares; 2025Q3: 56,178 shares; 2025Q4: 97,748 shares 97,748 $5.16M 0.23% +41,570 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: 73,837 shares; 2024Q4: 77,771 shares; 2025Q1: 75,820 shares; 2025Q2: 74,944 shares; 2025Q3: 62,822 shares; 2025Q4: 55,146 shares 55,146 $5.13M 0.23% -7,676 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: 88,964 shares; 2024Q4: 88,593 shares; 2025Q1: 62,180 shares; 2025Q2: 59,308 shares; 2025Q3: 60,811 shares; 2025Q4: 117,950 shares 117,950 $5.04M 0.23% +57,139 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,775 shares; 2024Q4: 35,741 shares; 2025Q1: 36,050 shares; 2025Q2: 37,694 shares; 2025Q3: 39,035 shares; 2025Q4: 37,968 shares 37,968 $5M 0.23% -1,067 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 14,077 shares; 2025Q1: 21,025 shares; 2025Q2: 21,295 shares; 2025Q3: 24,719 shares; 2025Q4: 28,108 shares 28,108 $5M 0.23% +3,389 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,800 shares 162,800 $4.96M 0.22% new Timeline EPOL 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: 20,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,910 shares; 2025Q4: 140,848 shares 140,848 $4.96M 0.22% +5,938 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,872 shares; 2024Q4: 56,901 shares; 2025Q1: 53,734 shares; 2025Q2: 53,376 shares; 2025Q3: 55,966 shares; 2025Q4: 56,797 shares 56,797 $4.95M 0.22% +831 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: 18,955 shares; 2024Q4: 16,176 shares; 2025Q1: 18,828 shares; 2025Q2: 17,946 shares; 2025Q3: 16,002 shares; 2025Q4: 14,750 shares 14,750 $4.95M 0.22% -1,252 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,285 shares; 2024Q4: 24,926 shares; 2025Q1: 23,218 shares; 2025Q2: 23,023 shares; 2025Q3: 24,363 shares; 2025Q4: 25,818 shares 25,818 $4.86M 0.22% +1,455 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: 11,157 shares; 2024Q4: 227,979 shares; 2025Q1: 656,487 shares; 2025Q2: 188,174 shares; 2025Q3: 40,715 shares; 2025Q4: 126,417 shares 126,417 $4.84M 0.22% +85,702 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,432 shares; 2024Q4: 202,085 shares; 2025Q1: 205,114 shares; 2025Q2: 202,158 shares; 2025Q3: 216,832 shares; 2025Q4: 226,667 shares 226,667 $4.81M 0.22% +9,835 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: 21,059 shares; 2024Q4: 22,824 shares; 2025Q1: 20,704 shares; 2025Q2: 20,463 shares; 2025Q3: 20,983 shares; 2025Q4: 39,124 shares 39,124 $4.67M 0.21% +18,141 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: 4,473 shares; 2024Q4: 4,027 shares; 2025Q1: 5,746 shares; 2025Q2: 5,823 shares; 2025Q3: 7,125 shares; 2025Q4: 9,582 shares 9,582 $4.63M 0.21% +2,457 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,364 shares; 2024Q4: 54,684 shares; 2025Q1: 59,044 shares; 2025Q2: 59,247 shares; 2025Q3: 62,327 shares; 2025Q4: 78,434 shares 78,434 $4.52M 0.2% +16,107 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 13,893 shares; 2025Q1: 15,190 shares; 2025Q2: 15,107 shares; 2025Q3: 19,834 shares; 2025Q4: 20,894 shares 20,894 $4.49M 0.2% +1,060 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 5,836 shares; 2025Q1: 6,221 shares; 2025Q2: 6,073 shares; 2025Q3: 5,497 shares; 2025Q4: 5,196 shares 5,196 $4.48M 0.2% -301 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,483 shares; 2024Q4: 56,097 shares; 2025Q1: 49,641 shares; 2025Q2: 52,167 shares; 2025Q3: 66,074 shares; 2025Q4: 73,803 shares 73,803 $4.44M 0.2% +7,729 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: 71,651 shares; 2024Q4: 66,145 shares; 2025Q1: 67,227 shares; 2025Q2: 66,700 shares; 2025Q3: 62,559 shares; 2025Q4: 62,614 shares 62,614 $4.38M 0.2% +55 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: 21,843 shares; 2024Q4: 18,560 shares; 2025Q1: 19,062 shares; 2025Q2: 21,628 shares; 2025Q3: 21,854 shares; 2025Q4: 21,113 shares 21,113 $4.37M 0.2% -741 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: 39,966 shares; 2024Q4: 32,610 shares; 2025Q1: 31,057 shares; 2025Q2: 30,392 shares; 2025Q3: 16,911 shares; 2025Q4: 22,488 shares 22,488 $4.3M 0.19% +5,577 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 16,395 shares; 2025Q1: 17,976 shares; 2025Q2: 18,408 shares; 2025Q3: 29,246 shares; 2025Q4: 30,264 shares 30,264 $4.17M 0.19% +1,018 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: 37,400 shares; 2024Q4: 40,244 shares; 2025Q1: 36,573 shares; 2025Q2: 41,678 shares; 2025Q3: 37,245 shares; 2025Q4: 42,334 shares 42,334 $4.03M 0.18% +5,089 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 80,638 shares; 2025Q1: 80,784 shares; 2025Q2: 80,694 shares; 2025Q3: 81,077 shares; 2025Q4: 80,397 shares 80,397 $4.02M 0.18% -680 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,685 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,903 shares; 2025Q4: 2,879 shares 2,879 $3.83M 0.17% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,699 shares; 2025Q4: 53,439 shares 53,439 $3.82M 0.17% +740 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: 45,573 shares; 2024Q4: 39,055 shares; 2025Q1: 84,269 shares; 2025Q2: 88,444 shares; 2025Q3: 136,581 shares; 2025Q4: 152,390 shares 152,390 $3.79M 0.17% +15,809 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: 21,641 shares; 2024Q4: 14,997 shares; 2025Q1: 14,139 shares; 2025Q2: 14,097 shares; 2025Q3: 11,221 shares; 2025Q4: 12,067 shares 12,067 $3.79M 0.17% +846 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: 36,148 shares; 2024Q4: 36,379 shares; 2025Q1: 35,159 shares; 2025Q2: 54,366 shares; 2025Q3: 52,592 shares; 2025Q4: 51,065 shares 51,065 $3.78M 0.17% -1,527 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 4,604 shares; 2025Q1: 4,331 shares; 2025Q2: 4,720 shares; 2025Q3: 3,910 shares; 2025Q4: 3,491 shares 3,491 $3.75M 0.17% -419 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: 19,001 shares; 2024Q4: 17,909 shares; 2025Q1: 17,742 shares; 2025Q2: 18,231 shares; 2025Q3: 23,940 shares; 2025Q4: 26,122 shares 26,122 $3.75M 0.17% +2,182 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: 15,853 shares; 2024Q4: 16,114 shares; 2025Q1: 15,169 shares; 2025Q2: 14,686 shares; 2025Q3: 13,279 shares; 2025Q4: 25,975 shares 25,975 $3.74M 0.17% +12,696 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,817 shares; 2024Q4: 86,783 shares; 2025Q1: 97,129 shares; 2025Q2: 97,709 shares; 2025Q3: 87,376 shares; 2025Q4: 77,116 shares 77,116 $3.71M 0.17% -10,260 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,510 shares; 2025Q1: 18,423 shares; 2025Q2: 25,266 shares; 2025Q3: 32,557 shares; 2025Q4: 36,251 shares 36,251 $3.69M 0.17% +3,694 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: 90,890 shares; 2024Q4: 123,767 shares; 2025Q1: 115,705 shares; 2025Q2: 115,981 shares; 2025Q3: 137,436 shares; 2025Q4: 150,381 shares 150,381 $3.62M 0.16% +12,945 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: 35,720 shares; 2024Q4: 34,355 shares; 2025Q1: 31,802 shares; 2025Q2: 30,559 shares; 2025Q3: 25,157 shares; 2025Q4: 24,900 shares 24,900 $3.57M 0.16% -257 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: 82,824 shares; 2024Q4: 86,598 shares; 2025Q1: 100,556 shares; 2025Q2: 109,984 shares; 2025Q3: 116,337 shares; 2025Q4: 124,935 shares 124,935 $3.56M 0.16% +8,598 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,136 shares; 2024Q4: 15,522 shares; 2025Q1: 16,626 shares; 2025Q2: 16,189 shares; 2025Q3: 37,400 shares; 2025Q4: 42,507 shares 42,507 $3.52M 0.16% +5,107 Timeline DSTL 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: 15,788 shares; 2024Q4: 17,116 shares; 2025Q1: 65,916 shares; 2025Q2: 66,990 shares; 2025Q3: 63,928 shares; 2025Q4: 59,508 shares 59,508 $3.51M 0.16% -4,420 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: 2,448 shares; 2024Q4: 2,580 shares; 2025Q1: 4,190 shares; 2025Q2: 4,024 shares; 2025Q3: 7,440 shares; 2025Q4: 7,522 shares 7,522 $3.5M 0.16% +82 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: 77,045 shares; 2024Q4: 72,261 shares; 2025Q1: 14,345 shares; 2025Q2: 56,768 shares; 2025Q3: 37,355 shares; 2025Q4: 35,815 shares 35,815 $3.48M 0.16% -1,540 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: 7,077 shares; 2024Q4: 6,139 shares; 2025Q1: 6,343 shares; 2025Q2: 6,383 shares; 2025Q3: 8,429 shares; 2025Q4: 10,528 shares 10,528 $3.45M 0.16% +2,099 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: 216,298 shares; 2024Q4: 215,569 shares; 2025Q1: 106,400 shares; 2025Q2: 106,196 shares; 2025Q3: 105,384 shares; 2025Q4: 104,475 shares 104,475 $3.37M 0.15% -909 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: 113,501 shares; 2024Q4: 100,772 shares; 2025Q1: 75,695 shares; 2025Q2: 75,331 shares; 2025Q3: 83,186 shares; 2025Q4: 68,348 shares 68,348 $3.36M 0.15% -14,838 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,400 shares; 2024Q4: 229,340 shares; 2025Q1: 171,511 shares; 2025Q2: 172,586 shares; 2025Q3: 140,233 shares; 2025Q4: 121,699 shares 121,699 $3.34M 0.15% -18,534 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: 3,395 shares; 2024Q4: 3,321 shares; 2025Q1: 4,139 shares; 2025Q2: 4,440 shares; 2025Q3: 6,090 shares; 2025Q4: 6,531 shares 6,531 $3.33M 0.15% +441 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,665 shares; 2024Q4: 45,552 shares; 2025Q1: 919,710 shares; 2025Q2: 1,020,823 shares; 2025Q3: 1,481,348 shares; 2025Q4: 216,926 shares 216,926 $3.31M 0.15% -1,264,422 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: 50,954 shares; 2024Q4: 66,938 shares; 2025Q1: 84,524 shares; 2025Q2: 89,704 shares; 2025Q3: 114,406 shares; 2025Q4: 130,535 shares 130,535 $3.27M 0.15% +16,129 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 18,110 shares; 2025Q1: 31,545 shares; 2025Q2: 27,459 shares; 2025Q3: 36,940 shares; 2025Q4: 40,250 shares 40,250 $3.27M 0.15% +3,310 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: 28,442 shares; 2024Q4: 38,413 shares; 2025Q1: 29,671 shares; 2025Q2: 25,138 shares; 2025Q3: 21,316 shares; 2025Q4: 30,453 shares 30,453 $3.26M 0.15% +9,137 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,430 shares; 2024Q4: 81,260 shares; 2025Q1: 88,719 shares; 2025Q2: 88,962 shares; 2025Q3: 98,787 shares; 2025Q4: 111,125 shares 111,125 $3.25M 0.15% +12,338 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 3,648 shares; 2025Q1: 6,480 shares; 2025Q2: 8,812 shares; 2025Q3: 8,032 shares; 2025Q4: 13,173 shares 13,173 $3.24M 0.15% +5,141 Timeline 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: 72,696 shares; 2024Q4: 83,303 shares; 2025Q1: 99,451 shares; 2025Q2: 98,846 shares; 2025Q3: 121,570 shares; 2025Q4: 132,547 shares 132,547 $3.23M 0.15% +10,977 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 6,441 shares; 2025Q1: 6,332 shares; 2025Q2: 6,126 shares; 2025Q3: 5,704 shares; 2025Q4: 5,641 shares 5,641 $3.22M 0.15% -63 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: 139,028 shares; 2024Q4: 131,410 shares; 2025Q1: 96,090 shares; 2025Q2: 122,055 shares; 2025Q3: 48,303 shares; 2025Q4: 39,700 shares 39,700 $3.18M 0.14% -8,603 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 26,947 shares; 2025Q1: 48,765 shares; 2025Q2: 29,813 shares; 2025Q3: 31,038 shares; 2025Q4: 31,135 shares 31,135 $3.12M 0.14% +97 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: 16,114 shares; 2024Q4: 14,485 shares; 2025Q1: 13,146 shares; 2025Q2: 12,859 shares; 2025Q3: 9,457 shares; 2025Q4: 8,817 shares 8,817 $3.09M 0.14% -640 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: 31,794 shares; 2025Q3: 80,076 shares; 2025Q4: 92,850 shares 92,850 $3.09M 0.14% +12,774 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,356 shares; 2024Q4: 35,954 shares; 2025Q1: 35,693 shares; 2025Q2: 45,662 shares; 2025Q3: 41,740 shares; 2025Q4: 52,281 shares 52,281 $3.01M 0.14% +10,541 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245,208 shares; 2025Q1: 253,570 shares; 2025Q2: 10,673 shares; 2025Q3: 5,656 shares; 2025Q4: 54,192 shares 54,192 $2.96M 0.13% +48,536 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,069 shares; 2024Q4: 43,414 shares; 2025Q1: 48,652 shares; 2025Q2: 51,257 shares; 2025Q3: 67,514 shares; 2025Q4: 70,737 shares 70,737 $2.94M 0.13% +3,223 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: 6,170 shares; 2024Q4: 6,046 shares; 2025Q1: 5,731 shares; 2025Q2: 5,574 shares; 2025Q3: 4,581 shares; 2025Q4: 9,529 shares 9,529 $2.9M 0.13% +4,948 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,160 shares; 2025Q1: 1,227 shares; 2025Q2: 1,218 shares; 2025Q3: 1,595 shares; 2025Q4: 1,438 shares 1,438 $2.9M 0.13% -157 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,773 shares; 2024Q4: 37,900 shares; 2025Q1: 42,987 shares; 2025Q2: 44,347 shares; 2025Q3: 58,809 shares; 2025Q4: 62,163 shares 62,163 $2.87M 0.13% +3,354 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: 59,297 shares; 2025Q3: 67,631 shares; 2025Q4: 73,190 shares 73,190 $2.82M 0.13% +5,559 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: 48,031 shares; 2024Q4: 45,871 shares; 2025Q1: 48,439 shares; 2025Q2: 49,757 shares; 2025Q3: 49,587 shares; 2025Q4: 52,107 shares 52,107 $2.8M 0.13% +2,520 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: 21,204 shares; 2024Q4: 20,966 shares; 2025Q1: 32,688 shares; 2025Q2: 45,526 shares; 2025Q3: 55,371 shares; 2025Q4: 54,620 shares 54,620 $2.75M 0.12% -751 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: 9,087 shares; 2024Q4: 9,001 shares; 2025Q1: 8,787 shares; 2025Q2: 8,401 shares; 2025Q3: 7,109 shares; 2025Q4: 8,859 shares 8,859 $2.73M 0.12% +1,750 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 6,532 shares; 2025Q1: 5,172 shares; 2025Q2: 4,670 shares; 2025Q3: not reported; 2025Q4: 30,699 shares 30,699 $2.72M 0.12% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 2,442 shares; 2025Q1: not reported; 2025Q2: 5,106 shares; 2025Q3: 21,394 shares; 2025Q4: 22,117 shares 22,117 $2.71M 0.12% +723 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,790 shares; 2024Q4: 74,355 shares; 2025Q1: 80,271 shares; 2025Q2: 83,331 shares; 2025Q3: 76,583 shares; 2025Q4: 98,168 shares 98,168 $2.66M 0.12% +21,585 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,007 shares; 2024Q4: 18,638 shares; 2025Q1: 18,800 shares; 2025Q2: 19,083 shares; 2025Q3: 18,565 shares; 2025Q4: 18,726 shares 18,726 $2.64M 0.12% +161 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,257 shares; 2024Q4: 29,048 shares; 2025Q1: 30,031 shares; 2025Q2: 28,606 shares; 2025Q3: 26,928 shares; 2025Q4: 31,521 shares 31,521 $2.6M 0.12% +4,593 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: 9,175 shares; 2024Q4: 9,530 shares; 2025Q1: 9,483 shares; 2025Q2: 10,970 shares; 2025Q3: 12,211 shares; 2025Q4: 12,114 shares 12,114 $2.59M 0.12% -97 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: 64,492 shares; 2024Q4: 72,331 shares; 2025Q1: 72,801 shares; 2025Q2: 81,624 shares; 2025Q3: 87,648 shares; 2025Q4: 97,012 shares 97,012 $2.57M 0.12% +9,364 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,790 shares; 2025Q3: 7,265 shares; 2025Q4: 25,809 shares 25,809 $2.56M 0.12% +18,544 Timeline SCHB 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: 142,196 shares; 2024Q4: 137,351 shares; 2025Q1: 138,916 shares; 2025Q2: 124,011 shares; 2025Q3: 97,144 shares; 2025Q4: 97,000 shares 97,000 $2.54M 0.12% -144 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: 11,665 shares; 2024Q4: 8,474 shares; 2025Q1: 8,785 shares; 2025Q2: 8,908 shares; 2025Q3: 31,884 shares; 2025Q4: 30,998 shares 30,998 $2.53M 0.11% -886 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: 5,841 shares; 2024Q4: 5,090 shares; 2025Q1: 4,683 shares; 2025Q2: 5,198 shares; 2025Q3: 4,477 shares; 2025Q4: 4,379 shares 4,379 $2.51M 0.11% -98 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: 13,031 shares; 2024Q4: 12,318 shares; 2025Q1: 11,943 shares; 2025Q2: 12,193 shares; 2025Q3: 11,742 shares; 2025Q4: 9,748 shares 9,748 $2.51M 0.11% -1,994 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: 12,247 shares; 2024Q4: 12,492 shares; 2025Q1: 10,430 shares; 2025Q2: 10,206 shares; 2025Q3: 16,321 shares; 2025Q4: 15,814 shares 15,814 $2.45M 0.11% -507 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: 51,196 shares; 2024Q4: 48,271 shares; 2025Q1: 63,721 shares; 2025Q2: 67,002 shares; 2025Q3: 61,362 shares; 2025Q4: 59,277 shares 59,277 $2.41M 0.11% -2,085 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 41,163 shares 41,163 $2.38M 0.11% +39,296 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,712 shares; 2025Q1: 1,693 shares; 2025Q2: 1,735 shares; 2025Q3: 6,469 shares; 2025Q4: 7,464 shares 7,464 $2.38M 0.11% +995 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,757 shares; 2024Q4: 15,761 shares; 2025Q1: 17,498 shares; 2025Q2: 18,247 shares; 2025Q3: 34,912 shares; 2025Q4: 47,788 shares 47,788 $2.37M 0.11% +12,876 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: 8,089 shares; 2024Q4: 9,533 shares; 2025Q1: 19,377 shares; 2025Q2: 16,245 shares; 2025Q3: 15,927 shares; 2025Q4: 15,890 shares 15,890 $2.36M 0.11% -37 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,791 shares; 2025Q1: 1,751 shares; 2025Q2: 1,495 shares; 2025Q3: 2,167 shares; 2025Q4: 25,085 shares 25,085 $2.35M 0.11% +22,918 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,408 shares; 2025Q4: 87,690 shares 87,690 $2.35M 0.11% +3,282 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: 11,254 shares; 2024Q4: 9,845 shares; 2025Q1: 9,492 shares; 2025Q2: 8,614 shares; 2025Q3: 6,793 shares; 2025Q4: 7,037 shares 7,037 $2.32M 0.11% +244 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: not reported; 2025Q3: 34,697 shares; 2025Q4: 99,911 shares 99,911 $2.31M 0.1% +65,214 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,811 shares; 2024Q4: 15,937 shares; 2025Q1: 17,141 shares; 2025Q2: 17,177 shares; 2025Q3: 18,094 shares; 2025Q4: 18,800 shares 18,800 $2.29M 0.1% +706 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: 8,337 shares; 2024Q4: 12,854 shares; 2025Q1: 7,683 shares; 2025Q2: 6,195 shares; 2025Q3: 12,390 shares; 2025Q4: 23,258 shares 23,258 $2.23M 0.1% +10,868 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,309 shares; 2024Q4: 26,647 shares; 2025Q1: 31,654 shares; 2025Q2: 54,742 shares; 2025Q3: 93,199 shares; 2025Q4: 92,913 shares 92,913 $2.23M 0.1% -286 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 20,141 shares; 2025Q1: 24,747 shares; 2025Q2: 27,149 shares; 2025Q3: 40,833 shares; 2025Q4: 45,390 shares 45,390 $2.23M 0.1% +4,557 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: 10,876 shares; 2024Q4: 9,132 shares; 2025Q1: 8,686 shares; 2025Q2: 8,509 shares; 2025Q3: 7,594 shares; 2025Q4: 7,144 shares 7,144 $2.18M 0.1% -450 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: 7,212 shares; 2024Q4: 6,881 shares; 2025Q1: 6,886 shares; 2025Q2: 7,419 shares; 2025Q3: 19,639 shares; 2025Q4: 21,394 shares 21,394 $2.14M 0.1% +1,755 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,202 shares; 2024Q4: 19,298 shares; 2025Q1: 16,568 shares; 2025Q2: 16,515 shares; 2025Q3: 17,291 shares; 2025Q4: 17,081 shares 17,081 $2.1M 0.1% -210 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: 1,714 shares; 2024Q4: 1,519 shares; 2025Q1: 1,378 shares; 2025Q2: 1,368 shares; 2025Q3: 1,182 shares; 2025Q4: 3,214 shares 3,214 $2.1M 0.1% +2,032 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: 6,870 shares; 2024Q4: 6,049 shares; 2025Q1: 9,825 shares; 2025Q2: 10,913 shares; 2025Q3: 11,684 shares; 2025Q4: 20,957 shares 20,957 $2.08M 0.09% +9,273 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: 8,751 shares; 2024Q4: 9,058 shares; 2025Q1: 16,569 shares; 2025Q2: 16,371 shares; 2025Q3: 40,635 shares; 2025Q4: 76,281 shares 76,281 $2.08M 0.09% +35,646 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 9,040 shares; 2025Q2: 10,321 shares; 2025Q3: 5,393 shares; 2025Q4: 28,305 shares 28,305 $2.07M 0.09% +22,912 Timeline OCTW 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: 20,578 shares; 2024Q4: 14,666 shares; 2025Q1: 15,735 shares; 2025Q2: 15,442 shares; 2025Q3: not reported; 2025Q4: 52,862 shares 52,862 $2.06M 0.09% new 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: 3,673 shares; 2024Q4: 2,594 shares; 2025Q1: 15,804 shares; 2025Q2: 16,974 shares; 2025Q3: 11,620 shares; 2025Q4: 21,110 shares 21,110 $2.03M 0.09% +9,490 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: 19,713 shares; 2024Q4: 18,479 shares; 2025Q1: 20,129 shares; 2025Q2: 19,347 shares; 2025Q3: 10,084 shares; 2025Q4: 9,903 shares 9,903 $1.98M 0.09% -181 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,046 shares; 2024Q4: 42,657 shares; 2025Q1: 48,502 shares; 2025Q2: 53,643 shares; 2025Q3: 59,589 shares; 2025Q4: 65,177 shares 65,177 $1.96M 0.09% +5,588 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,242 shares; 2024Q4: 68,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,657 shares 12,657 $1.94M 0.09% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,678 shares; 2025Q4: 29,403 shares 29,403 $1.89M 0.09% +11,725 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 769 shares; 2025Q1: 818 shares; 2025Q2: 834 shares; 2025Q3: 3,151 shares; 2025Q4: 3,235 shares 3,235 $1.88M 0.09% +84 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,424 shares; 2024Q4: 42,624 shares; 2025Q1: 45,241 shares; 2025Q2: 47,583 shares; 2025Q3: 45,678 shares; 2025Q4: 47,237 shares 47,237 $1.87M 0.08% +1,559 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: 29,958 shares; 2024Q4: 31,330 shares; 2025Q1: 26,899 shares; 2025Q2: 33,559 shares; 2025Q3: 24,946 shares; 2025Q4: 24,154 shares 24,154 $1.86M 0.08% -792 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,605 shares; 2024Q4: 117,148 shares; 2025Q1: 125,479 shares; 2025Q2: 125,355 shares; 2025Q3: 146,655 shares; 2025Q4: 140,970 shares 140,970 $1.85M 0.08% -5,685 Timeline IWR 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: 8,202 shares; 2025Q2: 17,483 shares; 2025Q3: 18,841 shares; 2025Q4: 18,845 shares 18,845 $1.81M 0.08% +4 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 8,793 shares; 2025Q1: 8,509 shares; 2025Q2: 8,420 shares; 2025Q3: 8,670 shares; 2025Q4: 9,289 shares 9,289 $1.8M 0.08% +619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,722 shares; 2025Q3: 37,191 shares; 2025Q4: 35,909 shares 35,909 $1.8M 0.08% -1,282 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: 16,055 shares; 2024Q4: 15,951 shares; 2025Q1: 19,307 shares; 2025Q2: 18,885 shares; 2025Q3: 26,834 shares; 2025Q4: 14,312 shares 14,312 $1.79M 0.08% -12,522 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: 25,730 shares; 2024Q4: 24,705 shares; 2025Q1: 30,355 shares; 2025Q2: 30,607 shares; 2025Q3: 20,888 shares; 2025Q4: 39,876 shares 39,876 $1.78M 0.08% +18,988 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,974 shares; 2025Q3: 10,499 shares; 2025Q4: 11,112 shares 11,112 $1.78M 0.08% +613 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 6,329 shares; 2025Q1: 8,277 shares; 2025Q2: 8,229 shares; 2025Q3: 15,999 shares; 2025Q4: 20,549 shares 20,549 $1.77M 0.08% +4,550 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: 3,314 shares; 2024Q4: 2,855 shares; 2025Q1: 2,825 shares; 2025Q2: 2,776 shares; 2025Q3: 2,204 shares; 2025Q4: 2,002 shares 2,002 $1.76M 0.08% -202 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: 58,806 shares; 2024Q4: 61,050 shares; 2025Q1: 72,390 shares; 2025Q2: 68,990 shares; 2025Q3: 43,917 shares; 2025Q4: 40,837 shares 40,837 $1.75M 0.08% -3,080 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: 8,579 shares; 2024Q4: 7,818 shares; 2025Q1: 6,939 shares; 2025Q2: 7,015 shares; 2025Q3: 5,044 shares; 2025Q4: 4,723 shares 4,723 $1.75M 0.08% -321 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,551 shares; 2025Q4: 63,498 shares 63,498 $1.74M 0.08% +1,947 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,263 shares; 2025Q4: 18,282 shares 18,282 $1.74M 0.08% +1,019 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 20,070 shares; 2025Q2: 31,237 shares; 2025Q3: 42,102 shares; 2025Q4: 21,760 shares 21,760 $1.73M 0.08% -20,342 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: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,733 shares; 2025Q3: 1,236 shares; 2025Q4: 4,847 shares 4,847 $1.71M 0.08% +3,611 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: 22,906 shares; 2024Q4: 23,094 shares; 2025Q1: 21,471 shares; 2025Q2: 21,487 shares; 2025Q3: 18,766 shares; 2025Q4: 19,103 shares 19,103 $1.71M 0.08% +337 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 12,559 shares; 2025Q2: 13,006 shares; 2025Q3: 30,753 shares; 2025Q4: 33,377 shares 33,377 $1.7M 0.08% +2,624 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,270 shares; 2024Q4: 16,971 shares; 2025Q1: 14,149 shares; 2025Q2: 12,676 shares; 2025Q3: 11,884 shares; 2025Q4: 12,015 shares 12,015 $1.69M 0.08% +131 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: 4,920 shares; 2024Q4: 4,027 shares; 2025Q1: 3,652 shares; 2025Q2: 3,841 shares; 2025Q3: 3,610 shares; 2025Q4: 10,308 shares 10,308 $1.68M 0.08% +6,698 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: 23,150 shares; 2025Q4: 25,682 shares 25,682 $1.66M 0.08% +2,532 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: 25,164 shares; 2024Q4: 25,579 shares; 2025Q1: 27,974 shares; 2025Q2: 28,120 shares; 2025Q3: 27,119 shares; 2025Q4: 33,614 shares 33,614 $1.66M 0.08% +6,495 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 4,869 shares; 2025Q1: 5,439 shares; 2025Q2: 5,756 shares; 2025Q3: 6,058 shares; 2025Q4: 6,520 shares 6,520 $1.65M 0.07% +462 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: 33,592 shares; 2024Q4: 32,537 shares; 2025Q1: 32,867 shares; 2025Q2: 33,407 shares; 2025Q3: 30,890 shares; 2025Q4: 30,805 shares 30,805 $1.64M 0.07% -85 Timeline KCE 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: 24,290 shares; 2024Q4: 9,222 shares; 2025Q1: 9,527 shares; 2025Q2: 9,783 shares; 2025Q3: 9,843 shares; 2025Q4: 10,920 shares 10,920 $1.64M 0.07% +1,077 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 44,523 shares; 2025Q1: 37,411 shares; 2025Q2: 42,042 shares; 2025Q3: 29,695 shares; 2025Q4: 29,627 shares 29,627 $1.63M 0.07% -68 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 11,881 shares; 2025Q1: 12,991 shares; 2025Q2: 12,955 shares; 2025Q3: 29,827 shares; 2025Q4: 33,067 shares 33,067 $1.62M 0.07% +3,240 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: 88,014 shares; 2024Q4: 65,195 shares; 2025Q1: 64,033 shares; 2025Q2: 66,669 shares; 2025Q3: 72,456 shares; 2025Q4: 69,320 shares 69,320 $1.62M 0.07% -3,136 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: 979 shares; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 639 shares; 2025Q3: 4,086 shares; 2025Q4: 3,435 shares 3,435 $1.61M 0.07% -651 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,920 shares; 2025Q4: 61,150 shares 61,150 $1.57M 0.07% +2,230 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: 71,309 shares; 2024Q4: 56,127 shares; 2025Q1: 55,128 shares; 2025Q2: 54,336 shares; 2025Q3: 54,772 shares; 2025Q4: 35,241 shares 35,241 $1.56M 0.07% -19,531 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: 57,353 shares; 2024Q4: 58,720 shares; 2025Q1: 58,121 shares; 2025Q2: 53,648 shares; 2025Q3: 54,821 shares; 2025Q4: 52,649 shares 52,649 $1.56M 0.07% -2,172 Timeline FLCA 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: 20,430 shares; 2025Q1: 13,551 shares; 2025Q2: 13,696 shares; 2025Q3: 12,459 shares; 2025Q4: 32,188 shares 32,188 $1.55M 0.07% +19,729 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: not reported; 2025Q3: 13,343 shares; 2025Q4: 14,117 shares 14,117 $1.55M 0.07% +774 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: 11,294 shares; 2024Q4: 11,392 shares; 2025Q1: 10,717 shares; 2025Q2: 10,270 shares; 2025Q3: 8,765 shares; 2025Q4: 8,668 shares 8,668 $1.54M 0.07% -97 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 3,472 shares; 2025Q1: 3,425 shares; 2025Q2: 3,223 shares; 2025Q3: 2,759 shares; 2025Q4: 2,640 shares 2,640 $1.53M 0.07% -119 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: 12,067 shares; 2024Q4: 12,587 shares; 2025Q1: 12,527 shares; 2025Q2: 6,513 shares; 2025Q3: 5,783 shares; 2025Q4: 5,469 shares 5,469 $1.53M 0.07% -314 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 945 shares; 2025Q1: 774 shares; 2025Q2: 770 shares; 2025Q3: 459 shares; 2025Q4: 2,237 shares 2,237 $1.51M 0.07% +1,778 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: 16,200 shares; 2024Q4: 13,823 shares; 2025Q1: 5,819 shares; 2025Q2: 13,019 shares; 2025Q3: 15,246 shares; 2025Q4: 17,603 shares 17,603 $1.49M 0.07% +2,357 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: 17,874 shares; 2024Q4: 18,016 shares; 2025Q1: 18,046 shares; 2025Q2: 17,977 shares; 2025Q3: 14,478 shares; 2025Q4: 15,452 shares 15,452 $1.49M 0.07% +974 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,255 shares; 2024Q4: 13,063 shares; 2025Q1: 13,779 shares; 2025Q2: 14,174 shares; 2025Q3: 14,932 shares; 2025Q4: 22,508 shares 22,508 $1.49M 0.07% +7,576 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 6,594 shares; 2025Q1: 6,648 shares; 2025Q2: 6,650 shares; 2025Q3: 10,252 shares; 2025Q4: 13,485 shares 13,485 $1.48M 0.07% +3,233 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 1,740 shares; 2025Q1: 1,701 shares; 2025Q2: 1,602 shares; 2025Q3: 3,984 shares; 2025Q4: 4,714 shares 4,714 $1.47M 0.07% +730 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: 12,450 shares; 2024Q4: 13,765 shares; 2025Q1: 14,453 shares; 2025Q2: 15,031 shares; 2025Q3: 16,222 shares; 2025Q4: 32,215 shares 32,215 $1.46M 0.07% +15,993 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: 3,517 shares; 2024Q4: 5,500 shares; 2025Q1: 5,491 shares; 2025Q2: 5,488 shares; 2025Q3: 7,282 shares; 2025Q4: 5,112 shares 5,112 $1.46M 0.07% -2,170 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 3,134 shares; 2025Q1: 1,962 shares; 2025Q2: 1,789 shares; 2025Q3: 2,383 shares; 2025Q4: 3,069 shares 3,069 $1.45M 0.07% +686 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 921 shares; 2025Q1: 905 shares; 2025Q2: 754 shares; 2025Q3: 623 shares; 2025Q4: 2,632 shares 2,632 $1.45M 0.07% +2,009 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,845 shares; 2025Q4: 28,360 shares 28,360 $1.43M 0.06% -9,485 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: 11,043 shares; 2024Q4: 7,872 shares; 2025Q1: 7,311 shares; 2025Q2: 6,685 shares; 2025Q3: 7,342 shares; 2025Q4: 7,261 shares 7,261 $1.42M 0.06% -81 Timeline IHAK 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: 29,402 shares; 2024Q4: 34,042 shares; 2025Q1: 35,523 shares; 2025Q2: 35,374 shares; 2025Q3: 27,995 shares; 2025Q4: 29,276 shares 29,276 $1.41M 0.06% +1,281 Timeline SIXO 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: 28,281 shares; 2024Q4: 10,030 shares; 2025Q1: 9,829 shares; 2025Q2: 9,340 shares; 2025Q3: not reported; 2025Q4: 40,465 shares 40,465 $1.41M 0.06% new Timeline AGQ PROSHARES TR II More: the full row for PROSHARES 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: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 7,926 shares; 2025Q4: 9,048 shares 9,048 $1.4M 0.06% +1,122 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 21,099 shares; 2025Q1: 22,583 shares; 2025Q2: 24,385 shares; 2025Q3: 33,295 shares; 2025Q4: 35,916 shares 35,916 $1.4M 0.06% +2,621 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: 4,378 shares; 2024Q4: 3,893 shares; 2025Q1: 4,115 shares; 2025Q2: 3,842 shares; 2025Q3: 3,553 shares; 2025Q4: 3,363 shares 3,363 $1.39M 0.06% -190 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: 28,312 shares; 2024Q4: 21,234 shares; 2025Q1: 16,424 shares; 2025Q2: 16,656 shares; 2025Q3: 12,436 shares; 2025Q4: 13,121 shares 13,121 $1.38M 0.06% +685 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: 32,107 shares; 2024Q4: 29,529 shares; 2025Q1: 31,338 shares; 2025Q2: 31,140 shares; 2025Q3: 26,055 shares; 2025Q4: 27,003 shares 27,003 $1.37M 0.06% +948 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: 5,465 shares; 2024Q4: 5,505 shares; 2025Q1: 7,050 shares; 2025Q2: 9,155 shares; 2025Q3: 7,658 shares; 2025Q4: 7,478 shares 7,478 $1.37M 0.06% -180 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: 46,860 shares; 2025Q4: 41,147 shares 41,147 $1.37M 0.06% -5,713 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,924 shares; 2025Q2: 3,607 shares; 2025Q3: 2,682 shares; 2025Q4: 4,292 shares 4,292 $1.37M 0.06% +1,610 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: 13,425 shares; 2024Q4: 13,444 shares; 2025Q1: 13,379 shares; 2025Q2: 13,379 shares; 2025Q3: 13,411 shares; 2025Q4: 13,032 shares 13,032 $1.36M 0.06% -379 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,279 shares 11,279 $1.35M 0.06% new 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: 1,923 shares; 2024Q4: 1,974 shares; 2025Q1: 2,204 shares; 2025Q2: 2,272 shares; 2025Q3: 3,598 shares; 2025Q4: 1,768 shares 1,768 $1.33M 0.06% -1,830 Timeline EWJ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,440 shares 16,440 $1.33M 0.06% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,797 shares; 2024Q4: 12,133 shares; 2025Q1: 11,506 shares; 2025Q2: 11,465 shares; 2025Q3: 8,847 shares; 2025Q4: 8,610 shares 8,610 $1.32M 0.06% -237 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: 1,990 shares; 2024Q4: 1,877 shares; 2025Q1: 1,967 shares; 2025Q2: 1,842 shares; 2025Q3: 1,355 shares; 2025Q4: 2,302 shares 2,302 $1.31M 0.06% +947 Timeline DFCF 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: 19,493 shares; 2024Q4: 21,462 shares; 2025Q1: 21,964 shares; 2025Q2: 22,782 shares; 2025Q3: 30,085 shares; 2025Q4: 30,792 shares 30,792 $1.31M 0.06% +707 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,390 shares; 2024Q4: 36,706 shares; 2025Q1: 37,162 shares; 2025Q2: 36,688 shares; 2025Q3: 44,024 shares; 2025Q4: 47,340 shares 47,340 $1.3M 0.06% +3,316 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,784 shares 7,784 $1.29M 0.06% new 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: 39,959 shares; 2024Q4: 44,570 shares; 2025Q1: 47,900 shares; 2025Q2: 47,048 shares; 2025Q3: 32,925 shares; 2025Q4: 31,289 shares 31,289 $1.29M 0.06% -1,636 Timeline AIR AAR CORP More: the full row for AAR 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: 14,086 shares; 2025Q4: 15,395 shares 15,395 $1.27M 0.06% +1,309 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: 1,581 shares; 2024Q4: 4,856 shares; 2025Q1: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,513 shares; 2025Q4: 5,670 shares 5,670 $1.27M 0.06% +157 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 3,972 shares; 2025Q1: 3,766 shares; 2025Q2: 3,717 shares; 2025Q3: 2,842 shares; 2025Q4: 2,711 shares 2,711 $1.27M 0.06% -131 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,260 shares; 2025Q1: 5,527 shares; 2025Q2: 5,528 shares; 2025Q3: 2,336 shares; 2025Q4: 2,218 shares 2,218 $1.26M 0.06% -118 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: 3,222 shares; 2024Q4: 3,492 shares; 2025Q1: 3,538 shares; 2025Q2: 5,727 shares; 2025Q3: 5,601 shares; 2025Q4: 5,145 shares 5,145 $1.25M 0.06% -456 Timeline DCRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,699 shares; 2025Q4: 23,901 shares 23,901 $1.24M 0.06% +202 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 8,130 shares; 2025Q1: 7,720 shares; 2025Q2: 7,856 shares; 2025Q3: 6,546 shares; 2025Q4: 6,970 shares 6,970 $1.24M 0.06% +424 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: 28,333 shares; 2024Q4: 29,040 shares; 2025Q1: 30,504 shares; 2025Q2: 27,156 shares; 2025Q3: 21,957 shares; 2025Q4: 16,396 shares 16,396 $1.24M 0.06% -5,561 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,122 shares 47,122 $1.23M 0.06% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,230 shares 46,230 $1.23M 0.06% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 7,921 shares; 2025Q4: 7,559 shares 7,559 $1.22M 0.06% -362 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: 7,676 shares; 2024Q4: 6,110 shares; 2025Q1: 6,843 shares; 2025Q2: 8,387 shares; 2025Q3: 6,961 shares; 2025Q4: 9,982 shares 9,982 $1.19M 0.05% +3,021 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,136 shares; 2025Q1: 2,653 shares; 2025Q2: 1,812 shares; 2025Q3: 4,352 shares; 2025Q4: 4,629 shares 4,629 $1.19M 0.05% +277 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: 80,317 shares; 2024Q4: 80,131 shares; 2025Q1: 78,866 shares; 2025Q2: 78,866 shares; 2025Q3: 82,682 shares; 2025Q4: 79,941 shares 79,941 $1.18M 0.05% -2,741 Timeline UAE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,424 shares; 2025Q4: 61,805 shares 61,805 $1.18M 0.05% +9,381 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: 37,959 shares; 2024Q4: 41,739 shares; 2025Q1: 43,893 shares; 2025Q2: 32,722 shares; 2025Q3: 35,066 shares; 2025Q4: 31,792 shares 31,792 $1.17M 0.05% -3,274 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,524 shares; 2024Q4: 7,222 shares; 2025Q1: 7,513 shares; 2025Q2: 8,196 shares; 2025Q3: 9,061 shares; 2025Q4: 9,800 shares 9,800 $1.16M 0.05% +739 Timeline IYE 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: 15,039 shares; 2024Q4: 18,655 shares; 2025Q1: 19,786 shares; 2025Q2: 22,182 shares; 2025Q3: 22,996 shares; 2025Q4: 24,285 shares 24,285 $1.15M 0.05% +1,289 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,073 shares; 2025Q4: 8,083 shares 8,083 $1.15M 0.05% +1,010 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: 29,812 shares; 2024Q4: 27,304 shares; 2025Q1: 27,067 shares; 2025Q2: 14,378 shares; 2025Q3: 13,941 shares; 2025Q4: 14,466 shares 14,466 $1.14M 0.05% +525 Timeline VHC VIRNETX HLDG CORP More: the full row for VIRNETX HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,554 shares; 2024Q4: 21,554 shares; 2025Q1: 24,002 shares; 2025Q2: 41,615 shares; 2025Q3: 59,968 shares; 2025Q4: 68,243 shares 68,243 $1.14M 0.05% +8,275 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,646 shares; 2025Q1: 5,596 shares; 2025Q2: 5,610 shares; 2025Q3: 6,772 shares; 2025Q4: 7,331 shares 7,331 $1.13M 0.05% +559 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,633 shares; 2024Q4: 16,532 shares; 2025Q1: 13,794 shares; 2025Q2: 13,953 shares; 2025Q3: 12,908 shares; 2025Q4: 12,106 shares 12,106 $1.13M 0.05% -802 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,739 shares; 2025Q1: 2,757 shares; 2025Q2: 2,810 shares; 2025Q3: 3,386 shares; 2025Q4: 3,201 shares 3,201 $1.12M 0.05% -185 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: 11,276 shares; 2024Q4: 11,532 shares; 2025Q1: 11,209 shares; 2025Q2: 12,014 shares; 2025Q3: 9,594 shares; 2025Q4: 9,623 shares 9,623 $1.12M 0.05% +29 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 3,637 shares; 2025Q1: 3,684 shares; 2025Q2: 3,551 shares; 2025Q3: 3,171 shares; 2025Q4: 2,618 shares 2,618 $1.12M 0.05% -553 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: 4,660 shares; 2024Q4: 3,410 shares; 2025Q1: 3,497 shares; 2025Q2: 3,471 shares; 2025Q3: 3,189 shares; 2025Q4: 3,183 shares 3,183 $1.12M 0.05% -6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,238 shares; 2025Q1: 1,461 shares; 2025Q2: 1,455 shares; 2025Q3: 1,100 shares; 2025Q4: 905 shares 905 $1.1M 0.05% -195 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: 28,967 shares; 2024Q4: 33,643 shares; 2025Q1: 26,116 shares; 2025Q2: 24,402 shares; 2025Q3: 19,206 shares; 2025Q4: 20,042 shares 20,042 $1.1M 0.05% +836 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: 29,767 shares; 2024Q4: 38,724 shares; 2025Q1: 25,016 shares; 2025Q2: 25,147 shares; 2025Q3: 11,160 shares; 2025Q4: 9,582 shares 9,582 $1.09M 0.05% -1,578 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,497 shares 4,497 $1.08M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,559 shares; 2025Q4: 51,267 shares 51,267 $1.07M 0.05% +5,708 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: 25,158 shares; 2024Q4: 22,568 shares; 2025Q1: 16,836 shares; 2025Q2: 17,713 shares; 2025Q3: 14,243 shares; 2025Q4: 13,339 shares 13,339 $1.07M 0.05% -904 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,344 shares; 2024Q4: 20,079 shares; 2025Q1: 21,049 shares; 2025Q2: 22,191 shares; 2025Q3: 22,677 shares; 2025Q4: 22,776 shares 22,776 $1.07M 0.05% +99 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 9,396 shares 9,396 $1.06M 0.05% +7,926 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: 18,125 shares; 2024Q4: 19,055 shares; 2025Q1: 17,266 shares; 2025Q2: 25,539 shares; 2025Q3: 24,033 shares; 2025Q4: 16,402 shares 16,402 $1.06M 0.05% -7,631 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: 6,271 shares; 2024Q4: 6,425 shares; 2025Q1: 6,033 shares; 2025Q2: 6,028 shares; 2025Q3: 5,993 shares; 2025Q4: 6,171 shares 6,171 $1.06M 0.05% +178 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 6,808 shares; 2025Q1: 7,309 shares; 2025Q2: 7,012 shares; 2025Q3: 6,010 shares; 2025Q4: 5,195 shares 5,195 $1.05M 0.05% -815 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: 10,664 shares; 2024Q4: 11,054 shares; 2025Q1: 12,128 shares; 2025Q2: 13,154 shares; 2025Q3: 14,268 shares; 2025Q4: 15,572 shares 15,572 $1.05M 0.05% +1,304 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,270 shares; 2025Q1: 4,126 shares; 2025Q2: 4,207 shares; 2025Q3: 3,911 shares; 2025Q4: 3,326 shares 3,326 $1.04M 0.05% -585 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: 5,843 shares; 2024Q4: 6,652 shares; 2025Q1: 6,547 shares; 2025Q2: 7,988 shares; 2025Q3: 18,382 shares; 2025Q4: 18,032 shares 18,032 $1.02M 0.05% -350 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,286 shares; 2024Q4: 58,914 shares; 2025Q1: 37,456 shares; 2025Q2: 141,967 shares; 2025Q3: 210,167 shares; 2025Q4: 202,412 shares 202,412 $1.01M 0.05% -7,755 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,196 shares; 2025Q1: 1,915 shares; 2025Q2: 1,780 shares; 2025Q3: 2,735 shares; 2025Q4: 3,754 shares 3,754 $1.01M 0.05% +1,019 Timeline EMLC 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: 25,636 shares; 2024Q4: 27,277 shares; 2025Q1: 29,286 shares; 2025Q2: 31,554 shares; 2025Q3: 35,138 shares; 2025Q4: 38,812 shares 38,812 $1M 0.05% +3,674 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: 63,393 shares; 2024Q4: 77,155 shares; 2025Q1: 99,521 shares; 2025Q2: 96,213 shares; 2025Q3: 19,780 shares; 2025Q4: 22,516 shares 22,516 $1000K 0.05% +2,736 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,743 shares; 2024Q4: 34,138 shares; 2025Q1: 25,801 shares; 2025Q2: 25,763 shares; 2025Q3: 25,688 shares; 2025Q4: 25,729 shares 25,729 $979K 0.04% +41 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,849 shares; 2025Q1: 1,708 shares; 2025Q2: 1,698 shares; 2025Q3: 805 shares; 2025Q4: 914 shares 914 $978K 0.04% +109 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: 9,138 shares; 2024Q4: 8,594 shares; 2025Q1: 8,100 shares; 2025Q2: 7,776 shares; 2025Q3: 4,465 shares; 2025Q4: 4,588 shares 4,588 $972K 0.04% +123 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 15,763 shares; 2025Q1: 15,642 shares; 2025Q2: 14,858 shares; 2025Q3: 12,772 shares; 2025Q4: 10,508 shares 10,508 $971K 0.04% -2,264 Timeline SUSL 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: 10,163 shares; 2024Q4: 9,619 shares; 2025Q1: 8,898 shares; 2025Q2: 8,022 shares; 2025Q3: 7,994 shares; 2025Q4: 8,000 shares 8,000 $970K 0.04% +6 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 5,399 shares; 2025Q1: 5,336 shares; 2025Q2: 5,501 shares; 2025Q3: 6,066 shares; 2025Q4: 5,958 shares 5,958 $970K 0.04% -108 Timeline IFLN 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: 21,427 shares; 2024Q4: 29,473 shares; 2025Q1: 33,652 shares; 2025Q2: 35,976 shares; 2025Q3: 44,698 shares; 2025Q4: 51,945 shares 51,945 $966K 0.04% +7,247 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 13,074 shares; 2025Q2: 18,026 shares; 2025Q3: 35,886 shares; 2025Q4: 36,924 shares 36,924 $966K 0.04% +1,038 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,942 shares; 2024Q4: 24,162 shares; 2025Q1: 38,564 shares; 2025Q2: 42,760 shares; 2025Q3: 45,072 shares; 2025Q4: 44,077 shares 44,077 $965K 0.04% -995 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: 40,050 shares; 2024Q4: 38,666 shares; 2025Q1: 35,998 shares; 2025Q2: 36,661 shares; 2025Q3: 30,023 shares; 2025Q4: 20,522 shares 20,522 $961K 0.04% -9,501 Timeline USIG 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: 31,654 shares; 2024Q4: 32,222 shares; 2025Q1: 12,947 shares; 2025Q2: 15,823 shares; 2025Q3: 17,375 shares; 2025Q4: 18,058 shares 18,058 $935K 0.04% +683 Timeline IVVB 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: not reported; 2024Q4: not reported; 2025Q1: 13,774 shares; 2025Q2: 15,163 shares; 2025Q3: 25,383 shares; 2025Q4: 28,218 shares 28,218 $933K 0.04% +2,835 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 2,422 shares; 2025Q1: 2,593 shares; 2025Q2: 2,605 shares; 2025Q3: 3,737 shares; 2025Q4: 3,127 shares 3,127 $925K 0.04% -610 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,162 shares; 2024Q4: 44,027 shares; 2025Q1: 25,304 shares; 2025Q2: 19,812 shares; 2025Q3: 20,724 shares; 2025Q4: 24,413 shares 24,413 $914K 0.04% +3,689 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: 1,723 shares; 2024Q4: 1,574 shares; 2025Q1: 1,293 shares; 2025Q2: 1,400 shares; 2025Q3: 1,102 shares; 2025Q4: 1,039 shares 1,039 $914K 0.04% -63 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: 4,469 shares; 2024Q4: 3,799 shares; 2025Q1: 3,887 shares; 2025Q2: 3,728 shares; 2025Q3: 3,100 shares; 2025Q4: 3,401 shares 3,401 $901K 0.04% +301 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: 14,879 shares; 2024Q4: 19,827 shares; 2025Q1: 20,690 shares; 2025Q2: 21,512 shares; 2025Q3: 25,093 shares; 2025Q4: 27,467 shares 27,467 $900K 0.04% +2,374 Timeline DECT 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: 20,574 shares; 2025Q1: 23,565 shares; 2025Q2: 23,678 shares; 2025Q3: 23,816 shares; 2025Q4: 24,481 shares 24,481 $897K 0.04% +665 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: 13,156 shares; 2024Q4: 9,955 shares; 2025Q1: 8,789 shares; 2025Q2: 8,248 shares; 2025Q3: 6,565 shares; 2025Q4: 7,006 shares 7,006 $894K 0.04% +441 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 5,124 shares; 2025Q1: 3,754 shares; 2025Q2: 3,465 shares; 2025Q3: 6,501 shares; 2025Q4: 6,090 shares 6,090 $893K 0.04% -411 Timeline ESGV 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: 7,296 shares; 2024Q4: 7,316 shares; 2025Q1: 7,336 shares; 2025Q2: 7,336 shares; 2025Q3: 7,321 shares; 2025Q4: 7,339 shares 7,339 $888K 0.04% +18 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 10,820 shares; 2025Q1: 5,457 shares; 2025Q2: 5,695 shares; 2025Q3: 6,552 shares; 2025Q4: 6,832 shares 6,832 $882K 0.04% +280 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,356 shares; 2025Q1: 15,586 shares; 2025Q2: 15,625 shares; 2025Q3: 14,338 shares; 2025Q4: 11,579 shares 11,579 $879K 0.04% -2,759 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,081 shares; 2024Q4: 51,372 shares; 2025Q1: 11,645 shares; 2025Q2: 47,615 shares; 2025Q3: 36,880 shares; 2025Q4: 34,639 shares 34,639 $877K 0.04% -2,241 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 5,784 shares; 2025Q1: 6,161 shares; 2025Q2: 6,305 shares; 2025Q3: 6,463 shares; 2025Q4: 6,783 shares 6,783 $874K 0.04% +320 Timeline PNOV 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: 22,362 shares; 2024Q4: 22,362 shares; 2025Q1: 20,862 shares; 2025Q2: 20,862 shares; 2025Q3: 20,862 shares; 2025Q4: 20,862 shares 20,862 $872K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 8,243 shares; 2025Q1: 8,193 shares; 2025Q2: 7,958 shares; 2025Q3: 8,287 shares; 2025Q4: 7,751 shares 7,751 $870K 0.04% -536 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3,673 shares; 2025Q1: 3,541 shares; 2025Q2: 3,456 shares; 2025Q3: 2,012 shares; 2025Q4: 2,049 shares 2,049 $865K 0.04% +37 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,434 shares; 2024Q4: 39,649 shares; 2025Q1: 33,281 shares; 2025Q2: 38,379 shares; 2025Q3: 41,884 shares; 2025Q4: 44,170 shares 44,170 $863K 0.04% +2,286 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: 9,009 shares; 2024Q4: 8,297 shares; 2025Q1: 8,710 shares; 2025Q2: 8,533 shares; 2025Q3: 7,020 shares; 2025Q4: 7,440 shares 7,440 $858K 0.04% +420 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: 3,404 shares; 2024Q4: 2,873 shares; 2025Q1: 2,591 shares; 2025Q2: 2,556 shares; 2025Q3: 2,417 shares; 2025Q4: 2,447 shares 2,447 $856K 0.04% +30 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,703 shares; 2025Q4: 28,809 shares 28,809 $856K 0.04% +1,106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,931 shares; 2025Q4: 19,220 shares 19,220 $839K 0.04% +10,289 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,695 shares; 2025Q4: 21,900 shares 21,900 $836K 0.04% +1,205 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 16,369 shares; 2025Q1: 15,972 shares; 2025Q2: 25,796 shares; 2025Q3: 33,825 shares; 2025Q4: 33,342 shares 33,342 $832K 0.04% -483 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 18,436 shares; 2025Q1: 19,358 shares; 2025Q2: 18,830 shares; 2025Q3: 14,176 shares; 2025Q4: 14,188 shares 14,188 $829K 0.04% +12 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,762 shares; 2025Q1: 2,641 shares; 2025Q2: 2,434 shares; 2025Q3: 1,544 shares; 2025Q4: 2,984 shares 2,984 $822K 0.04% +1,440 Timeline GSEP 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: 21,150 shares 21,150 $819K 0.04% new 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: 38,243 shares; 2024Q4: 33,153 shares; 2025Q1: 31,041 shares; 2025Q2: 29,269 shares; 2025Q3: 30,841 shares; 2025Q4: 35,511 shares 35,511 $818K 0.04% +4,670 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: 11,952 shares; 2024Q4: 11,306 shares; 2025Q1: 11,460 shares; 2025Q2: 12,264 shares; 2025Q3: 10,737 shares; 2025Q4: 10,790 shares 10,790 $800K 0.04% +53 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: 13,455 shares; 2024Q4: 13,866 shares; 2025Q1: 12,872 shares; 2025Q2: 12,131 shares; 2025Q3: 7,608 shares; 2025Q4: 6,725 shares 6,725 $792K 0.04% -883 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,604 shares; 2024Q4: 35,668 shares; 2025Q1: 31,668 shares; 2025Q2: 31,611 shares; 2025Q3: 31,443 shares; 2025Q4: 31,322 shares 31,322 $790K 0.04% -121 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,421 shares; 2024Q4: 13,516 shares; 2025Q1: 13,647 shares; 2025Q2: 12,368 shares; 2025Q3: 9,952 shares; 2025Q4: 9,856 shares 9,856 $778K 0.04% -96 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 11,818 shares; 2025Q2: 20,092 shares; 2025Q3: 29,032 shares; 2025Q4: 29,872 shares 29,872 $776K 0.04% +840 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 7,912 shares; 2025Q1: 5,570 shares; 2025Q2: 4,833 shares; 2025Q3: 3,988 shares; 2025Q4: 9,597 shares 9,597 $775K 0.04% +5,609 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: 18,070 shares; 2024Q4: 17,577 shares; 2025Q1: 17,016 shares; 2025Q2: 15,689 shares; 2025Q3: 7,163 shares; 2025Q4: 6,804 shares 6,804 $774K 0.04% -359 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: 7,459 shares; 2024Q4: 22,285 shares; 2025Q1: 4,933 shares; 2025Q2: 4,717 shares; 2025Q3: 7,156 shares; 2025Q4: 7,219 shares 7,219 $770K 0.03% +63 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: 11,020 shares; 2024Q4: 10,950 shares; 2025Q1: 55,010 shares; 2025Q2: 13,344 shares; 2025Q3: 5,085 shares; 2025Q4: 14,931 shares 14,931 $755K 0.03% +9,846 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 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: 16,173 shares; 2024Q4: 16,145 shares; 2025Q1: 7,057 shares; 2025Q2: 7,146 shares; 2025Q3: 7,265 shares; 2025Q4: 7,317 shares 7,317 $749K 0.03% +52 Timeline SEPT 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: 14,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,402 shares; 2025Q4: 21,288 shares 21,288 $749K 0.03% +886 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 12,043 shares; 2025Q1: 12,146 shares; 2025Q2: 12,109 shares; 2025Q3: 11,842 shares; 2025Q4: 12,730 shares 12,730 $746K 0.03% +888 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,209 shares; 2025Q4: 25,178 shares 25,178 $745K 0.03% +969 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 8,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,863 shares; 2025Q4: 30,898 shares 30,898 $741K 0.03% -2,965 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,996 shares 3,996 $730K 0.03% new 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: 12,019 shares; 2024Q4: 11,166 shares; 2025Q1: 10,948 shares; 2025Q2: 10,650 shares; 2025Q3: 3,536 shares; 2025Q4: 3,502 shares 3,502 $718K 0.03% -34 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,144 shares; 2025Q1: 2,181 shares; 2025Q2: 2,096 shares; 2025Q3: 1,792 shares; 2025Q4: 1,576 shares 1,576 $714K 0.03% -216 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS 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: 16,303 shares; 2025Q4: 40,177 shares 40,177 $711K 0.03% +23,874 Timeline ANGL 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: 16,737 shares; 2024Q4: 12,565 shares; 2025Q1: 13,107 shares; 2025Q2: 11,454 shares; 2025Q3: 11,594 shares; 2025Q4: 24,074 shares 24,074 $707K 0.03% +12,480 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,124 shares; 2025Q4: 2,908 shares 2,908 $706K 0.03% -216 Timeline PDEC 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: 18,050 shares; 2024Q4: 18,050 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares 16,250 $705K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 1,934 shares; 2025Q1: 1,788 shares; 2025Q2: 1,764 shares; 2025Q3: 1,041 shares; 2025Q4: 854 shares 854 $701K 0.03% -187 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: 7,241 shares; 2024Q4: 6,195 shares; 2025Q1: 6,892 shares; 2025Q2: 6,864 shares; 2025Q3: 8,944 shares; 2025Q4: 10,351 shares 10,351 $697K 0.03% +1,407 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,691 shares; 2024Q4: 55,064 shares; 2025Q1: 52,708 shares; 2025Q2: 52,708 shares; 2025Q3: 54,142 shares; 2025Q4: 55,714 shares 55,714 $693K 0.03% +1,572 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,060 shares; 2025Q1: 3,815 shares; 2025Q2: 3,973 shares; 2025Q3: 3,205 shares; 2025Q4: 2,984 shares 2,984 $683K 0.03% -221 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,266 shares 6,266 $680K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,090 shares; 2024Q4: 9,040 shares; 2025Q1: 8,576 shares; 2025Q2: 8,076 shares; 2025Q3: 10,910 shares; 2025Q4: 8,067 shares 8,067 $679K 0.03% -2,843 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares 6,725 $677K 0.03% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,077 shares 45,077 $676K 0.03% new Timeline HYD 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: 20,582 shares; 2024Q4: 22,717 shares; 2025Q1: 23,363 shares; 2025Q2: 18,880 shares; 2025Q3: 10,502 shares; 2025Q4: 13,215 shares 13,215 $676K 0.03% +2,713 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: 21,300 shares; 2024Q4: 21,684 shares; 2025Q1: 14,195 shares; 2025Q2: 14,173 shares; 2025Q3: 8,063 shares; 2025Q4: 9,168 shares 9,168 $674K 0.03% +1,105 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: 6,117 shares; 2024Q4: 5,759 shares; 2025Q1: 6,336 shares; 2025Q2: 5,847 shares; 2025Q3: 4,936 shares; 2025Q4: 4,748 shares 4,748 $670K 0.03% -188 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,739 shares 34,739 $663K 0.03% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,429 shares 8,429 $660K 0.03% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,861 shares; 2024Q4: 7,967 shares; 2025Q1: 5,795 shares; 2025Q2: 8,704 shares; 2025Q3: 7,402 shares; 2025Q4: 6,455 shares 6,455 $658K 0.03% -947 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,563 shares; 2024Q4: 14,830 shares; 2025Q1: 8,319 shares; 2025Q2: 8,253 shares; 2025Q3: 6,217 shares; 2025Q4: 5,735 shares 5,735 $653K 0.03% -482 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 3,919 shares; 2025Q1: 3,944 shares; 2025Q2: 3,806 shares; 2025Q3: 1,675 shares; 2025Q4: 1,677 shares 1,677 $653K 0.03% +2 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 9,198 shares; 2025Q4: 7,653 shares 7,653 $652K 0.03% -1,545 Timeline IEV 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: 11,988 shares; 2024Q4: 11,370 shares; 2025Q1: 9,854 shares; 2025Q2: 9,858 shares; 2025Q3: 9,783 shares; 2025Q4: 9,443 shares 9,443 $648K 0.03% -340 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,346 shares 9,346 $647K 0.03% new 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: 14,822 shares; 2024Q4: 17,658 shares; 2025Q1: 23,498 shares; 2025Q2: 24,401 shares; 2025Q3: 24,401 shares; 2025Q4: 27,337 shares 27,337 $647K 0.03% +2,936 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: not reported; 2024Q4: 625 shares; 2025Q1: 3,965 shares; 2025Q2: 2,276 shares; 2025Q3: 1,278 shares; 2025Q4: 1,442 shares 1,442 $641K 0.03% +164 Timeline EZU 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: 7,876 shares; 2025Q2: 6,657 shares; 2025Q3: not reported; 2025Q4: 9,988 shares 9,988 $640K 0.03% new 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: 23,898 shares; 2024Q4: 22,170 shares; 2025Q1: 21,356 shares; 2025Q2: 22,603 shares; 2025Q3: 20,891 shares; 2025Q4: 18,380 shares 18,380 $638K 0.03% -2,511 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: 6,027 shares; 2024Q4: 5,869 shares; 2025Q1: 5,262 shares; 2025Q2: 5,109 shares; 2025Q3: 2,025 shares; 2025Q4: 2,088 shares 2,088 $631K 0.03% +63 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,579 shares; 2025Q1: 6,447 shares; 2025Q2: 6,297 shares; 2025Q3: 3,953 shares; 2025Q4: 3,863 shares 3,863 $631K 0.03% -90 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745 $629K 0.03% new Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,946 shares 2,946 $628K 0.03% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,818 shares; 2024Q4: 13,664 shares; 2025Q1: 14,367 shares; 2025Q2: 15,051 shares; 2025Q3: 16,150 shares; 2025Q4: 16,457 shares 16,457 $626K 0.03% +307 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,878 shares; 2025Q4: 27,337 shares 27,337 $625K 0.03% +8,459 Timeline GREK 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: 4,565 shares; 2025Q4: 9,390 shares 9,390 $619K 0.03% +4,825 Timeline SEPW 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: 30,857 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,730 shares; 2025Q4: 19,324 shares 19,324 $617K 0.03% -46,406 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: not reported; 2025Q4: 6,136 shares 6,136 $617K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1,479 shares; 2025Q1: 1,373 shares; 2025Q2: 1,240 shares; 2025Q3: 1,189 shares; 2025Q4: 910 shares 910 $613K 0.03% -279 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 9,660 shares; 2025Q1: 9,936 shares; 2025Q2: 9,747 shares; 2025Q3: 8,843 shares; 2025Q4: 8,055 shares 8,055 $592K 0.03% -788 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: 4,149 shares; 2024Q4: 7,526 shares; 2025Q1: 3,403 shares; 2025Q2: 3,688 shares; 2025Q3: 3,616 shares; 2025Q4: 3,673 shares 3,673 $591K 0.03% +57 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: 124,667 shares; 2024Q4: 124,427 shares; 2025Q1: 5,978 shares; 2025Q2: 5,852 shares; 2025Q3: 5,812 shares; 2025Q4: 6,005 shares 6,005 $590K 0.03% +193 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,904 shares 7,904 $584K 0.03% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,302 shares; 2025Q4: 5,790 shares 5,790 $581K 0.03% +488 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 6,896 shares; 2025Q1: 7,372 shares; 2025Q2: 7,591 shares; 2025Q3: 7,013 shares; 2025Q4: 5,457 shares 5,457 $573K 0.03% -1,556 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 18,019 shares; 2025Q2: 18,019 shares; 2025Q3: 18,147 shares; 2025Q4: 18,281 shares 18,281 $571K 0.03% +134 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: 13,819 shares; 2024Q4: 6,015 shares; 2025Q1: 9,263 shares; 2025Q2: 9,686 shares; 2025Q3: 7,771 shares; 2025Q4: 7,275 shares 7,275 $565K 0.03% -496 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: 21,289 shares; 2024Q4: 19,363 shares; 2025Q1: 7,003 shares; 2025Q2: 6,990 shares; 2025Q3: 10,124 shares; 2025Q4: 11,172 shares 11,172 $565K 0.03% +1,048 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,090 shares; 2025Q1: 2,732 shares; 2025Q2: 2,663 shares; 2025Q3: 1,499 shares; 2025Q4: 1,081 shares 1,081 $565K 0.03% -418 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: 15,229 shares; 2024Q4: 14,656 shares; 2025Q1: 13,096 shares; 2025Q2: 12,816 shares; 2025Q3: 9,233 shares; 2025Q4: 5,123 shares 5,123 $565K 0.03% -4,110 Timeline FSEC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,657 shares 12,657 $559K 0.03% new 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: 5,010 shares; 2024Q4: 5,773 shares; 2025Q1: 5,982 shares; 2025Q2: 5,995 shares; 2025Q3: 6,871 shares; 2025Q4: 6,998 shares 6,998 $558K 0.03% +127 Timeline VCEB 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: 8,367 shares; 2024Q4: 8,439 shares; 2025Q1: 8,512 shares; 2025Q2: 8,537 shares; 2025Q3: 8,639 shares; 2025Q4: 8,737 shares 8,737 $556K 0.03% +98 Timeline DES 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: 13,342 shares; 2024Q4: 17,170 shares; 2025Q1: 16,587 shares; 2025Q2: 16,587 shares; 2025Q3: 16,587 shares; 2025Q4: 16,587 shares 16,587 $555K 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 14,349 shares; 2025Q1: 14,473 shares; 2025Q2: 14,091 shares; 2025Q3: 12,208 shares; 2025Q4: 12,387 shares 12,387 $555K 0.03% +179 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,848 shares 3,848 $554K 0.03% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 8,732 shares; 2025Q1: 6,672 shares; 2025Q2: 6,744 shares; 2025Q3: 7,158 shares; 2025Q4: 7,120 shares 7,120 $548K 0.02% -38 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,113 shares; 2025Q1: 6,028 shares; 2025Q2: 5,269 shares; 2025Q3: 6,200 shares; 2025Q4: 5,938 shares 5,938 $546K 0.02% -262 Timeline JPEF 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: 7,662 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 7,801 shares; 2025Q4: 7,309 shares 7,309 $546K 0.02% -492 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 4,054 shares; 2025Q1: 7,210 shares; 2025Q2: 6,610 shares; 2025Q3: 4,427 shares; 2025Q4: 4,354 shares 4,354 $543K 0.02% -73 Timeline SDY 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: 3,970 shares; 2024Q4: 16,032 shares; 2025Q1: 10,759 shares; 2025Q2: 10,757 shares; 2025Q3: 3,894 shares; 2025Q4: 3,902 shares 3,902 $543K 0.02% +8 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 18,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,433 shares; 2025Q4: 9,040 shares 9,040 $543K 0.02% +607 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: 3,029 shares; 2024Q4: 4,176 shares; 2025Q1: 5,251 shares; 2025Q2: 5,166 shares; 2025Q3: 4,401 shares; 2025Q4: 5,053 shares 5,053 $539K 0.02% +652 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares 4,108 $534K 0.02% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,563 shares; 2025Q4: 4,305 shares 4,305 $531K 0.02% +742 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,772 shares; 2025Q4: 11,241 shares 11,241 $529K 0.02% +3,469 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,029 shares 6,029 $528K 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 6,124 shares; 2025Q1: 6,125 shares; 2025Q2: 6,198 shares; 2025Q3: 6,642 shares; 2025Q4: 4,998 shares 4,998 $527K 0.02% -1,644 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,273 shares; 2024Q4: 5,868 shares; 2025Q1: 7,790 shares; 2025Q2: 7,780 shares; 2025Q3: 7,570 shares; 2025Q4: 7,710 shares 7,710 $527K 0.02% +140 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 96 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 93 shares; 2025Q4: 98 shares 98 $525K 0.02% +5 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 4,102 shares; 2025Q1: 4,145 shares; 2025Q2: 2,375 shares; 2025Q3: 3,662 shares; 2025Q4: 4,652 shares 4,652 $525K 0.02% +990 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,498 shares; 2025Q1: 1,214 shares; 2025Q2: 1,223 shares; 2025Q3: 1,258 shares; 2025Q4: 1,318 shares 1,318 $519K 0.02% +60 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,107 shares 20,107 $515K 0.02% new 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: 12,452 shares; 2024Q4: 10,121 shares; 2025Q1: 10,121 shares; 2025Q2: 10,121 shares; 2025Q3: 11,238 shares; 2025Q4: 11,355 shares 11,355 $513K 0.02% +117 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,575 shares; 2025Q1: 3,530 shares; 2025Q2: 3,468 shares; 2025Q3: 1,733 shares; 2025Q4: 1,859 shares 1,859 $508K 0.02% +126 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 948 shares; 2025Q1: 987 shares; 2025Q2: 928 shares; 2025Q3: 915 shares; 2025Q4: 764 shares 764 $506K 0.02% -151 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,698 shares; 2025Q4: 2,895 shares 2,895 $504K 0.02% +197 Timeline GNMA 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: 11,494 shares; 2024Q4: 11,639 shares; 2025Q1: 11,284 shares; 2025Q2: 11,621 shares; 2025Q3: 11,166 shares; 2025Q4: 11,314 shares 11,314 $504K 0.02% +148 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: 5,013 shares; 2024Q4: 5,096 shares; 2025Q1: 4,099 shares; 2025Q2: 3,904 shares; 2025Q3: 1,201 shares; 2025Q4: 3,097 shares 3,097 $500K 0.02% +1,896 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares 1,353 $499K 0.02% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,363 shares; 2025Q1: 15,128 shares; 2025Q2: 11,189 shares; 2025Q3: 15,324 shares; 2025Q4: 20,980 shares 20,980 $495K 0.02% +5,656 Timeline IWO 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: 1,159 shares; 2024Q4: 2,439 shares; 2025Q1: 1,526 shares; 2025Q2: 1,398 shares; 2025Q3: 1,221 shares; 2025Q4: 1,530 shares 1,530 $494K 0.02% +309 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 10,226 shares; 2025Q1: 9,940 shares; 2025Q2: 9,749 shares; 2025Q3: 9,874 shares; 2025Q4: 10,572 shares 10,572 $492K 0.02% +698 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 1,030 shares; 2025Q4: 2,165 shares 2,165 $490K 0.02% +1,135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,645 shares 8,645 $489K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,114 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,076 shares; 2025Q4: 1,945 shares 1,945 $488K 0.02% +869 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,377 shares; 2024Q4: 36,773 shares; 2025Q1: 34,131 shares; 2025Q2: 7,135 shares; 2025Q3: 6,775 shares; 2025Q4: 6,709 shares 6,709 $488K 0.02% -66 Timeline FLDR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,088 shares; 2025Q4: 9,596 shares 9,596 $482K 0.02% +1,508 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,256 shares; 2025Q4: 11,359 shares 11,359 $480K 0.02% +103 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,710 shares; 2025Q1: 4,654 shares; 2025Q2: 4,430 shares; 2025Q3: 2,657 shares; 2025Q4: 2,582 shares 2,582 $479K 0.02% -75 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,101 shares; 2025Q1: 2,032 shares; 2025Q2: 1,352 shares; 2025Q3: 1,379 shares; 2025Q4: 1,406 shares 1,406 $473K 0.02% +27 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,372 shares; 2024Q4: 7,977 shares; 2025Q1: 20,825 shares; 2025Q2: 10,423 shares; 2025Q3: not reported; 2025Q4: 8,301 shares 8,301 $472K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,429 shares; 2024Q4: 19,514 shares; 2025Q1: 21,777 shares; 2025Q2: 22,310 shares; 2025Q3: 20,265 shares; 2025Q4: 20,164 shares 20,164 $470K 0.02% -101 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,366 shares; 2024Q4: 10,484 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 5,391 shares; 2025Q4: 5,248 shares 5,248 $468K 0.02% -143 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 6,382 shares; 2025Q1: 6,714 shares; 2025Q2: 8,484 shares; 2025Q3: 6,125 shares; 2025Q4: 6,292 shares 6,292 $465K 0.02% +167 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,032 shares; 2024Q4: 17,030 shares; 2025Q1: 13,868 shares; 2025Q2: 13,876 shares; 2025Q3: 27,271 shares; 2025Q4: 8,692 shares 8,692 $464K 0.02% -18,579 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,082 shares; 2025Q2: 6,019 shares; 2025Q3: 11,470 shares; 2025Q4: 13,453 shares 13,453 $459K 0.02% +1,983 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: 23,768 shares; 2024Q4: 25,322 shares; 2025Q1: 22,917 shares; 2025Q2: 19,499 shares; 2025Q3: 9,684 shares; 2025Q4: 9,655 shares 9,655 $454K 0.02% -29 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,950 shares; 2025Q1: 1,518 shares; 2025Q2: 1,519 shares; 2025Q3: 1,393 shares; 2025Q4: 1,403 shares 1,403 $454K 0.02% +10 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: 7,055 shares; 2024Q4: 7,721 shares; 2025Q1: 5,414 shares; 2025Q2: 6,485 shares; 2025Q3: 4,662 shares; 2025Q4: 4,833 shares 4,833 $452K 0.02% +171 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,149 shares; 2024Q4: 38,025 shares; 2025Q1: 38,803 shares; 2025Q2: 39,674 shares; 2025Q3: 40,493 shares; 2025Q4: 41,413 shares 41,413 $451K 0.02% +920 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: 4,947 shares; 2024Q4: 4,694 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 2,907 shares; 2025Q4: 3,697 shares 3,697 $450K 0.02% +790 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 6,845 shares; 2025Q1: 5,074 shares; 2025Q2: 4,942 shares; 2025Q3: 4,762 shares; 2025Q4: 4,804 shares 4,804 $444K 0.02% +42 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,452 shares; 2025Q1: 2,389 shares; 2025Q2: 2,433 shares; 2025Q3: 1,910 shares; 2025Q4: 1,535 shares 1,535 $443K 0.02% -375 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: 1,701 shares; 2024Q4: 2,207 shares; 2025Q1: 2,320 shares; 2025Q2: 2,458 shares; 2025Q3: 1,999 shares; 2025Q4: 2,008 shares 2,008 $441K 0.02% +9 Timeline IYC 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: 3,004 shares; 2024Q4: 3,122 shares; 2025Q1: 3,619 shares; 2025Q2: 3,886 shares; 2025Q3: 4,193 shares; 2025Q4: 4,273 shares 4,273 $441K 0.02% +80 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,685 shares; 2025Q1: 2,487 shares; 2025Q2: 2,225 shares; 2025Q3: 8,245 shares; 2025Q4: 1,920 shares 1,920 $437K 0.02% -6,325 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: 1,657 shares; 2024Q4: 1,373 shares; 2025Q1: 1,364 shares; 2025Q2: 1,477 shares; 2025Q3: 1,961 shares; 2025Q4: 2,011 shares 2,011 $437K 0.02% +50 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 15,078 shares; 2025Q1: 11,237 shares; 2025Q2: 11,453 shares; 2025Q3: 10,897 shares; 2025Q4: 8,511 shares 8,511 $435K 0.02% -2,386 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,137 shares; 2025Q1: 2,051 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 1,676 shares 1,676 $431K 0.02% -421 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 8,850 shares; 2025Q1: 9,197 shares; 2025Q2: 9,641 shares; 2025Q3: 9,222 shares; 2025Q4: 8,970 shares 8,970 $429K 0.02% -252 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,753 shares 29,753 $428K 0.02% new 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: 32,595 shares; 2024Q4: 31,649 shares; 2025Q1: 21,269 shares; 2025Q2: 22,532 shares; 2025Q3: 11,817 shares; 2025Q4: 11,772 shares 11,772 $427K 0.02% -45 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,253 shares 3,253 $427K 0.02% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 6,486 shares; 2025Q1: 6,464 shares; 2025Q2: 6,248 shares; 2025Q3: 5,475 shares; 2025Q4: 5,462 shares 5,462 $423K 0.02% -13 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,748 shares; 2025Q4: 12,417 shares 12,417 $422K 0.02% +669 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,203 shares; 2024Q4: 1,510 shares; 2025Q1: 1,355 shares; 2025Q2: 1,351 shares; 2025Q3: 1,227 shares; 2025Q4: 1,248 shares 1,248 $422K 0.02% +21 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,115 shares; 2025Q1: 5,146 shares; 2025Q2: 5,025 shares; 2025Q3: 4,873 shares; 2025Q4: 4,918 shares 4,918 $416K 0.02% +45 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: 8,034 shares; 2024Q4: 7,606 shares; 2025Q1: 7,521 shares; 2025Q2: 7,767 shares; 2025Q3: 3,762 shares; 2025Q4: 3,776 shares 3,776 $416K 0.02% +14 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 8,531 shares; 2025Q4: 15,321 shares 15,321 $416K 0.02% +6,790 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: 4,504 shares; 2024Q4: 4,421 shares; 2025Q1: 4,417 shares; 2025Q2: 4,176 shares; 2025Q3: 4,036 shares; 2025Q4: 4,051 shares 4,051 $415K 0.02% +15 Timeline JANW 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: 30,279 shares; 2025Q1: 33,439 shares; 2025Q2: 40,472 shares; 2025Q3: 10,644 shares; 2025Q4: 11,213 shares 11,213 $415K 0.02% +569 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 983 shares; 2025Q1: 777 shares; 2025Q2: 818 shares; 2025Q3: 729 shares; 2025Q4: 675 shares 675 $413K 0.02% -54 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 3,301 shares 3,301 $410K 0.02% +231 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 2,813 shares 2,813 $409K 0.02% new 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: 6,538 shares; 2024Q4: 2,561 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 6,025 shares; 2025Q4: 2,200 shares 2,200 $407K 0.02% -3,825 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,155 shares; 2025Q3: 7,565 shares; 2025Q4: 4,720 shares 4,720 $403K 0.02% -2,845 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: 60,486 shares; 2024Q4: 59,065 shares; 2025Q1: 59,984 shares; 2025Q2: 59,505 shares; 2025Q3: 6,575 shares; 2025Q4: 8,595 shares 8,595 $402K 0.02% +2,020 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,335 shares; 2025Q1: 2,533 shares; 2025Q2: 2,504 shares; 2025Q3: 2,842 shares; 2025Q4: 2,701 shares 2,701 $402K 0.02% -141 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: 4,635 shares; 2025Q1: 4,387 shares; 2025Q2: 4,461 shares; 2025Q3: 3,076 shares; 2025Q4: 3,057 shares 3,057 $401K 0.02% -19 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD 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: 21,532 shares; 2025Q4: 43,588 shares 43,588 $399K 0.02% +22,056 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,628 shares; 2025Q1: 1,454 shares; 2025Q2: 1,455 shares; 2025Q3: 2,243 shares; 2025Q4: 2,178 shares 2,178 $396K 0.02% -65 Timeline SE SEA LTD More: the full row for SEA 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: 1,976 shares; 2025Q4: 3,094 shares 3,094 $395K 0.02% +1,118 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 13,192 shares; 2025Q2: 16,373 shares; 2025Q3: 20,101 shares; 2025Q4: 17,716 shares 17,716 $392K 0.02% -2,385 Timeline DECW 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: 54,564 shares; 2025Q1: 61,441 shares; 2025Q2: 73,044 shares; 2025Q3: 28,224 shares; 2025Q4: 11,518 shares 11,518 $391K 0.02% -16,706 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 808 shares; 2025Q1: 728 shares; 2025Q2: 683 shares; 2025Q3: 677 shares; 2025Q4: 2,538 shares 2,538 $389K 0.02% +1,861 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: 2,273 shares; 2024Q4: 6,103 shares; 2025Q1: 2,761 shares; 2025Q2: 3,025 shares; 2025Q3: 3,279 shares; 2025Q4: 2,804 shares 2,804 $388K 0.02% -475 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 27,343 shares 27,343 $387K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,378 shares; 2025Q1: 1,325 shares; 2025Q2: 1,332 shares; 2025Q3: 1,350 shares; 2025Q4: 1,330 shares 1,330 $386K 0.02% -20 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: 15,422 shares; 2024Q4: 14,735 shares; 2025Q1: 13,932 shares; 2025Q2: 13,773 shares; 2025Q3: 14,349 shares; 2025Q4: 12,012 shares 12,012 $385K 0.02% -2,337 Timeline