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: 897,159 shares; 2024Q4: 893,599 shares; 2025Q1: 765,143 shares; 2025Q2: 774,337 shares; 2025Q3: 789,636 shares; 2025Q4: 865,722 shares 865,722 $235M 7.5% +76,086 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: 1,100,577 shares; 2024Q4: 1,073,504 shares; 2025Q1: 1,045,788 shares; 2025Q2: 1,028,622 shares; 2025Q3: 999,360 shares; 2025Q4: 1,010,119 shares 1,010,119 $188M 6% +10,759 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: 392,386 shares; 2024Q4: 393,473 shares; 2025Q1: 301,181 shares; 2025Q2: 297,828 shares; 2025Q3: 295,523 shares; 2025Q4: 294,358 shares 294,358 $142M 4.54% -1,165 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: 292,298 shares; 2024Q4: 290,997 shares; 2025Q1: 295,741 shares; 2025Q2: 306,513 shares; 2025Q3: 316,124 shares; 2025Q4: 314,357 shares 314,357 $98.4M 3.14% -1,767 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: 413,655 shares; 2024Q4: 321,591 shares; 2025Q1: 330,177 shares; 2025Q2: 362,490 shares; 2025Q3: 367,586 shares; 2025Q4: 375,987 shares 375,987 $86.8M 2.77% +8,401 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: 352,000 shares; 2024Q4: 352,440 shares; 2025Q1: 253,331 shares; 2025Q2: 265,605 shares; 2025Q3: 264,083 shares; 2025Q4: 259,648 shares 259,648 $83.7M 2.67% -4,435 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: 123,633 shares; 2024Q4: 132,129 shares; 2025Q1: 96,145 shares; 2025Q2: 82,672 shares; 2025Q3: 94,306 shares; 2025Q4: 132,968 shares 132,968 $83.4M 2.66% +38,662 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,584 shares; 2024Q4: 25,090 shares; 2025Q1: 25,040 shares; 2025Q2: 25,163 shares; 2025Q3: 25,644 shares; 2025Q4: 219,740 shares 219,740 $71.2M 2.27% +194,096 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: 600,318 shares; 2024Q4: 598,986 shares; 2025Q1: 486,093 shares; 2025Q2: 479,266 shares; 2025Q3: 489,261 shares; 2025Q4: 481,187 shares 481,187 $69M 2.2% -8,074 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: 231,172 shares; 2024Q4: 238,856 shares; 2025Q1: 143,760 shares; 2025Q2: 144,089 shares; 2025Q3: 152,423 shares; 2025Q4: 152,301 shares 152,301 $49.8M 1.59% -122 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: 147,659 shares; 2024Q4: 135,385 shares; 2025Q1: 149,218 shares; 2025Q2: 149,400 shares; 2025Q3: 144,828 shares; 2025Q4: 141,390 shares 141,390 $48.9M 1.56% -3,438 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: 300,753 shares; 2024Q4: 310,032 shares; 2025Q1: 197,431 shares; 2025Q2: 199,057 shares; 2025Q3: 212,719 shares; 2025Q4: 212,101 shares 212,101 $43.9M 1.4% -618 Timeline JGRO 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: 271,657 shares; 2024Q4: 273,813 shares; 2025Q1: 324,957 shares; 2025Q2: 356,989 shares; 2025Q3: 373,145 shares; 2025Q4: 421,054 shares 421,054 $39.1M 1.24% +47,909 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: 176,173 shares; 2024Q4: 173,974 shares; 2025Q1: 172,953 shares; 2025Q2: 172,207 shares; 2025Q3: 170,565 shares; 2025Q4: 170,063 shares 170,063 $38.7M 1.23% -502 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631,493 shares; 2025Q2: 720,517 shares; 2025Q3: 761,940 shares; 2025Q4: 887,613 shares 887,613 $36.3M 1.16% +125,673 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: 109,335 shares; 2024Q4: 107,125 shares; 2025Q1: 106,644 shares; 2025Q2: 111,182 shares; 2025Q3: 112,088 shares; 2025Q4: 114,782 shares 114,782 $36M 1.15% +2,694 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,255 shares; 2025Q3: 17,073 shares; 2025Q4: 454,696 shares 454,696 $34M 1.08% +437,623 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: 104,400 shares; 2024Q4: 240,132 shares; 2025Q1: 265,106 shares; 2025Q2: 1,175,683 shares; 2025Q3: 1,301,812 shares; 2025Q4: 1,441,944 shares 1,441,944 $33.7M 1.07% +140,132 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: 173,760 shares; 2024Q4: 176,246 shares; 2025Q1: 176,154 shares; 2025Q2: 175,797 shares; 2025Q3: 173,331 shares; 2025Q4: 178,342 shares 178,342 $32.7M 1.04% +5,011 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: 213,018 shares; 2024Q4: 208,720 shares; 2025Q1: 107,656 shares; 2025Q2: 105,815 shares; 2025Q3: 107,365 shares; 2025Q4: 108,416 shares 108,416 $32.1M 1.02% +1,051 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: 175,126 shares; 2024Q4: 174,150 shares; 2025Q1: 84,858 shares; 2025Q2: 89,657 shares; 2025Q3: 92,036 shares; 2025Q4: 91,002 shares 91,002 $31.9M 1.02% -1,034 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: 240,112 shares; 2024Q4: 245,536 shares; 2025Q1: 244,549 shares; 2025Q2: 248,902 shares; 2025Q3: 252,930 shares; 2025Q4: 257,388 shares 257,388 $31M 0.99% +4,458 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,323 shares; 2024Q4: 382,413 shares; 2025Q1: 366,672 shares; 2025Q2: 348,530 shares; 2025Q3: 371,570 shares; 2025Q4: 406,818 shares 406,818 $29.2M 0.93% +35,248 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: 133,534 shares; 2024Q4: 134,082 shares; 2025Q1: 29,978 shares; 2025Q2: 31,217 shares; 2025Q3: 31,415 shares; 2025Q4: 31,673 shares 31,673 $27.8M 0.89% +258 Timeline JCPB 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: 247,038 shares; 2024Q4: 260,807 shares; 2025Q1: 416,364 shares; 2025Q2: 365,515 shares; 2025Q3: 415,078 shares; 2025Q4: 576,707 shares 576,707 $27.3M 0.87% +161,629 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,781 shares; 2024Q4: 36,590 shares; 2025Q1: 35,166 shares; 2025Q2: 35,145 shares; 2025Q3: 38,890 shares; 2025Q4: 38,350 shares 38,350 $26.2M 0.83% -540 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: 48,922 shares; 2024Q4: 47,381 shares; 2025Q1: 48,090 shares; 2025Q2: 48,848 shares; 2025Q3: 51,940 shares; 2025Q4: 51,890 shares 51,890 $26.1M 0.83% -50 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: 179,505 shares; 2024Q4: 180,237 shares; 2025Q1: 70,500 shares; 2025Q2: 72,508 shares; 2025Q3: 74,101 shares; 2025Q4: 74,584 shares 74,584 $25.7M 0.82% +483 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: 401,589 shares; 2024Q4: 395,560 shares; 2025Q1: 302,889 shares; 2025Q2: 313,400 shares; 2025Q3: 319,296 shares; 2025Q4: 322,460 shares 322,460 $24.8M 0.79% +3,164 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: 12,549 shares; 2024Q4: 12,503 shares; 2025Q1: 61,277 shares; 2025Q2: 58,199 shares; 2025Q3: 58,197 shares; 2025Q4: 56,958 shares 56,958 $24M 0.77% -1,239 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: 25,436 shares; 2024Q4: 25,217 shares; 2025Q1: 25,291 shares; 2025Q2: 25,935 shares; 2025Q3: 26,876 shares; 2025Q4: 27,395 shares 27,395 $23.6M 0.75% +519 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: 23,836 shares; 2024Q4: 24,072 shares; 2025Q1: 24,200 shares; 2025Q2: 24,547 shares; 2025Q3: 25,057 shares; 2025Q4: 25,414 shares 25,414 $22.3M 0.71% +357 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: 553,549 shares; 2024Q4: 545,269 shares; 2025Q1: 523,116 shares; 2025Q2: 484,677 shares; 2025Q3: 414,757 shares; 2025Q4: 413,533 shares 413,533 $22.1M 0.7% -1,224 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: 124,039 shares; 2024Q4: 126,159 shares; 2025Q1: 126,144 shares; 2025Q2: 126,839 shares; 2025Q3: 127,186 shares; 2025Q4: 127,901 shares 127,901 $21.9M 0.7% +715 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: 98,906 shares; 2024Q4: 100,754 shares; 2025Q1: 103,128 shares; 2025Q2: 104,119 shares; 2025Q3: 110,467 shares; 2025Q4: 111,267 shares 111,267 $21.7M 0.69% +800 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,213 shares; 2025Q1: 150,201 shares; 2025Q2: 463,619 shares; 2025Q3: 453,768 shares; 2025Q4: 450,978 shares 450,978 $20.1M 0.64% -2,790 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,091 shares; 2024Q4: 72,143 shares; 2025Q1: 75,411 shares; 2025Q2: 77,285 shares; 2025Q3: 77,649 shares; 2025Q4: 77,696 shares 77,696 $20M 0.64% +47 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: 79,200 shares; 2024Q4: 78,393 shares; 2025Q1: 79,538 shares; 2025Q2: 81,814 shares; 2025Q3: 85,138 shares; 2025Q4: 85,234 shares 85,234 $19.5M 0.62% +96 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,646 shares; 2024Q4: 12,536 shares; 2025Q1: 57,196 shares; 2025Q2: 93,257 shares; 2025Q3: 93,497 shares; 2025Q4: 92,779 shares 92,779 $19.4M 0.62% -718 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: 217,745 shares; 2024Q4: 237,297 shares; 2025Q1: 118,108 shares; 2025Q2: 117,559 shares; 2025Q3: 117,337 shares; 2025Q4: 117,222 shares 117,222 $18.8M 0.6% -115 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: 149,659 shares; 2024Q4: 145,787 shares; 2025Q1: 145,690 shares; 2025Q2: 144,753 shares; 2025Q3: 155,630 shares; 2025Q4: 157,995 shares 157,995 $17.6M 0.56% +2,365 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,845 shares; 2024Q4: 33,627 shares; 2025Q1: 33,693 shares; 2025Q2: 40,332 shares; 2025Q3: 61,591 shares; 2025Q4: 62,052 shares 62,052 $16.7M 0.53% +461 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: 92,077 shares; 2024Q4: 94,765 shares; 2025Q1: 95,535 shares; 2025Q2: 189,775 shares; 2025Q3: 208,328 shares; 2025Q4: 235,935 shares 235,935 $16.4M 0.52% +27,607 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: 6,467 shares; 2024Q4: 6,589 shares; 2025Q1: 6,805 shares; 2025Q2: 7,306 shares; 2025Q3: 8,556 shares; 2025Q4: 45,863 shares 45,863 $16.1M 0.51% +37,307 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,843 shares; 2024Q4: 226,300 shares; 2025Q1: 310,863 shares; 2025Q2: 304,055 shares; 2025Q3: 317,152 shares; 2025Q4: 354,286 shares 354,286 $15.8M 0.5% +37,134 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: 192,587 shares; 2024Q4: 189,580 shares; 2025Q1: 92,680 shares; 2025Q2: 94,271 shares; 2025Q3: 94,188 shares; 2025Q4: 96,641 shares 96,641 $14.7M 0.47% +2,453 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: 11,720 shares; 2024Q4: 10,734 shares; 2025Q1: 10,791 shares; 2025Q2: 11,264 shares; 2025Q3: 13,383 shares; 2025Q4: 13,364 shares 13,364 $14.4M 0.46% -19 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,379 shares; 2024Q4: 34,788 shares; 2025Q1: 42,593 shares; 2025Q2: 82,021 shares; 2025Q3: 148,296 shares; 2025Q4: 279,682 shares 279,682 $13.9M 0.44% +131,386 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,550 shares; 2024Q4: 217,698 shares; 2025Q1: 233,008 shares; 2025Q2: 283,213 shares; 2025Q3: 414,216 shares; 2025Q4: 512,736 shares 512,736 $13.7M 0.44% +98,520 Timeline NCPB NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,830 shares; 2024Q4: 548,307 shares; 2025Q1: 613,944 shares; 2025Q2: 482,011 shares; 2025Q3: 497,841 shares; 2025Q4: 501,545 shares 501,545 $12.7M 0.4% +3,704 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: 31,703 shares; 2024Q4: 29,800 shares; 2025Q1: 21,698 shares; 2025Q2: 26,132 shares; 2025Q3: 23,939 shares; 2025Q4: 27,688 shares 27,688 $12.5M 0.4% +3,749 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,214 shares; 2024Q4: 329,621 shares; 2025Q1: 348,143 shares; 2025Q2: 350,108 shares; 2025Q3: 383,656 shares; 2025Q4: 418,426 shares 418,426 $12.4M 0.39% +34,770 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: 96,811 shares; 2024Q4: 43,206 shares; 2025Q1: 37,440 shares; 2025Q2: 38,015 shares; 2025Q3: 59,316 shares; 2025Q4: 57,653 shares 57,653 $12.3M 0.39% -1,663 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: 158,817 shares; 2024Q4: 169,246 shares; 2025Q1: 155,484 shares; 2025Q2: 171,897 shares; 2025Q3: 214,090 shares; 2025Q4: 255,079 shares 255,079 $11.9M 0.38% +40,989 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 18,803 shares; 2025Q1: 19,890 shares; 2025Q2: 20,499 shares; 2025Q3: 21,009 shares; 2025Q4: 19,413 shares 19,413 $11.9M 0.38% -1,596 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: 75,295 shares; 2024Q4: 82,830 shares; 2025Q1: 82,943 shares; 2025Q2: 84,583 shares; 2025Q3: 85,657 shares; 2025Q4: 87,035 shares 87,035 $11.2M 0.36% +1,378 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,788 shares; 2024Q4: 11,035 shares; 2025Q1: 11,314 shares; 2025Q2: 14,014 shares; 2025Q3: 15,060 shares; 2025Q4: 15,856 shares 15,856 $10.5M 0.33% +796 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: 136,943 shares; 2024Q4: 135,217 shares; 2025Q1: 31,879 shares; 2025Q2: 30,871 shares; 2025Q3: 31,495 shares; 2025Q4: 34,155 shares 34,155 $10.4M 0.33% +2,660 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: 44,970 shares; 2024Q4: 44,507 shares; 2025Q1: 41,958 shares; 2025Q2: 42,194 shares; 2025Q3: 41,506 shares; 2025Q4: 41,574 shares 41,574 $10.2M 0.33% +68 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,272 shares; 2025Q1: 9,174 shares; 2025Q2: 9,207 shares; 2025Q3: 9,306 shares; 2025Q4: 9,314 shares 9,314 $9.97M 0.32% +8 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,829 shares; 2024Q4: 53,282 shares; 2025Q1: 34,946 shares; 2025Q2: 34,480 shares; 2025Q3: 35,052 shares; 2025Q4: 33,944 shares 33,944 $9.85M 0.31% -1,108 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: 85,509 shares; 2024Q4: 83,487 shares; 2025Q1: 67,121 shares; 2025Q2: 65,686 shares; 2025Q3: 67,144 shares; 2025Q4: 66,848 shares 66,848 $9.59M 0.31% -296 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: 128,243 shares; 2024Q4: 129,555 shares; 2025Q1: 122,467 shares; 2025Q2: 134,850 shares; 2025Q3: 152,767 shares; 2025Q4: 188,609 shares 188,609 $9.54M 0.3% +35,842 Timeline JEMA 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: 137,855 shares; 2024Q4: 148,551 shares; 2025Q1: 119,124 shares; 2025Q2: 110,943 shares; 2025Q3: 110,871 shares; 2025Q4: 191,913 shares 191,913 $9.4M 0.3% +81,042 Timeline JPIE 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: 242,171 shares; 2024Q4: 228,000 shares; 2025Q1: 303,340 shares; 2025Q2: 230,805 shares; 2025Q3: 249,107 shares; 2025Q4: 200,083 shares 200,083 $9.26M 0.3% -49,024 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: 20,098 shares; 2024Q4: 19,731 shares; 2025Q1: 21,541 shares; 2025Q2: 22,568 shares; 2025Q3: 21,819 shares; 2025Q4: 28,992 shares 28,992 $9.23M 0.29% +7,173 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: 175,080 shares; 2024Q4: 174,922 shares; 2025Q1: 71,056 shares; 2025Q2: 90,857 shares; 2025Q3: 92,372 shares; 2025Q4: 34,573 shares 34,573 $9.16M 0.29% -57,799 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: 224,656 shares; 2024Q4: 223,781 shares; 2025Q1: 124,798 shares; 2025Q2: 123,629 shares; 2025Q3: 127,571 shares; 2025Q4: 129,373 shares 129,373 $9.04M 0.29% +1,802 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,226 shares; 2024Q4: 66,261 shares; 2025Q1: 65,608 shares; 2025Q2: 67,063 shares; 2025Q3: 66,476 shares; 2025Q4: 66,661 shares 66,661 $8.85M 0.28% +185 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: 221,819 shares; 2024Q4: 223,055 shares; 2025Q1: 88,989 shares; 2025Q2: 84,987 shares; 2025Q3: 83,145 shares; 2025Q4: 82,470 shares 82,470 $8.68M 0.28% -675 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,136 shares; 2025Q3: 301,025 shares; 2025Q4: 333,619 shares 333,619 $8.62M 0.27% +32,594 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,226 shares; 2025Q1: 92,794 shares; 2025Q2: 82,857 shares; 2025Q3: 74,935 shares; 2025Q4: 81,643 shares 81,643 $8.33M 0.27% +6,708 Timeline JFLX 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: not reported; 2025Q4: 165,101 shares 165,101 $8.29M 0.26% new 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: 22,173 shares; 2024Q4: 22,978 shares; 2025Q1: 22,879 shares; 2025Q2: 23,024 shares; 2025Q3: 27,048 shares; 2025Q4: 26,655 shares 26,655 $8.21M 0.26% -393 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,387 shares; 2024Q4: 26,479 shares; 2025Q1: 26,925 shares; 2025Q2: 27,607 shares; 2025Q3: 28,069 shares; 2025Q4: 27,871 shares 27,871 $8.18M 0.26% -198 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: 2,169 shares; 2024Q4: 3,794 shares; 2025Q1: 3,723 shares; 2025Q2: 4,664 shares; 2025Q3: 6,116 shares; 2025Q4: 7,600 shares 7,600 $8.13M 0.26% +1,484 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,324 shares; 2024Q4: 27,331 shares; 2025Q1: 27,093 shares; 2025Q2: 53,845 shares; 2025Q3: 132,760 shares; 2025Q4: 134,057 shares 134,057 $8.09M 0.26% +1,297 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: 50,023 shares; 2024Q4: 49,307 shares; 2025Q1: 49,899 shares; 2025Q2: 57,806 shares; 2025Q3: 61,611 shares; 2025Q4: 64,572 shares 64,572 $8.09M 0.26% +2,961 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,222 shares; 2024Q4: 30,333 shares; 2025Q1: 30,368 shares; 2025Q2: 31,337 shares; 2025Q3: 31,312 shares; 2025Q4: 31,543 shares 31,543 $8M 0.25% +231 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: 179,856 shares; 2024Q4: 401,848 shares; 2025Q1: 377,680 shares; 2025Q2: 197,707 shares; 2025Q3: 217,359 shares; 2025Q4: 203,572 shares 203,572 $7.8M 0.25% -13,787 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: 36,310 shares; 2024Q4: 36,412 shares; 2025Q1: 36,145 shares; 2025Q2: 36,525 shares; 2025Q3: 37,291 shares; 2025Q4: 36,630 shares 36,630 $7.77M 0.25% -661 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: 25,056 shares; 2024Q4: 23,849 shares; 2025Q1: 23,633 shares; 2025Q2: 23,915 shares; 2025Q3: 23,402 shares; 2025Q4: 23,852 shares 23,852 $7.44M 0.24% +450 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,486 shares; 2024Q4: 152,966 shares; 2025Q1: 147,200 shares; 2025Q2: 148,616 shares; 2025Q3: 153,686 shares; 2025Q4: 111,019 shares 111,019 $7.38M 0.23% -42,667 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: not reported; 2024Q4: 3,040 shares; 2025Q1: 19,106 shares; 2025Q2: 47,142 shares; 2025Q3: 62,253 shares; 2025Q4: 74,380 shares 74,380 $7.31M 0.23% +12,127 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 2,518 shares; 2025Q1: 2,676 shares; 2025Q2: 4,342 shares; 2025Q3: 7,183 shares; 2025Q4: 39,510 shares 39,510 $7.28M 0.23% +32,327 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,667 shares; 2024Q4: 64,308 shares; 2025Q1: 68,829 shares; 2025Q2: 68,494 shares; 2025Q3: 75,922 shares; 2025Q4: 73,186 shares 73,186 $7.16M 0.23% -2,736 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,226 shares; 2025Q3: 87,690 shares; 2025Q4: 88,979 shares 88,979 $7.11M 0.23% +1,289 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: 270,142 shares; 2024Q4: 269,453 shares; 2025Q1: 257,577 shares; 2025Q2: 256,648 shares; 2025Q3: 242,023 shares; 2025Q4: 239,840 shares 239,840 $7.07M 0.23% -2,183 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,244 shares; 2025Q3: 30,331 shares; 2025Q4: 30,614 shares 30,614 $7.05M 0.22% +283 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: 16,794 shares; 2024Q4: 12,939 shares; 2025Q1: 85,674 shares; 2025Q2: 94,498 shares; 2025Q3: 78,323 shares; 2025Q4: 114,734 shares 114,734 $6.88M 0.22% +36,411 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: 10,724 shares; 2024Q4: 11,075 shares; 2025Q1: 10,407 shares; 2025Q2: 10,872 shares; 2025Q3: 11,230 shares; 2025Q4: 9,962 shares 9,962 $6.82M 0.22% -1,268 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,489 shares; 2024Q4: 161,395 shares; 2025Q1: 141,524 shares; 2025Q2: 131,248 shares; 2025Q3: 114,479 shares; 2025Q4: 115,178 shares 115,178 $6.59M 0.21% +699 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: 267,401 shares; 2024Q4: 255,727 shares; 2025Q1: 160,565 shares; 2025Q2: 159,769 shares; 2025Q3: 159,969 shares; 2025Q4: 157,128 shares 157,128 $6.4M 0.2% -2,841 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: 151,759 shares; 2024Q4: 147,262 shares; 2025Q1: 55,897 shares; 2025Q2: 51,982 shares; 2025Q3: 55,235 shares; 2025Q4: 56,074 shares 56,074 $6.38M 0.2% +839 Timeline XT 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: 86,190 shares; 2024Q4: 88,021 shares; 2025Q1: 88,285 shares; 2025Q2: 90,338 shares; 2025Q3: 91,153 shares; 2025Q4: 91,089 shares 91,089 $6.35M 0.2% -64 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: 9,878 shares; 2024Q4: 10,168 shares; 2025Q1: 10,010 shares; 2025Q2: 10,267 shares; 2025Q3: 10,300 shares; 2025Q4: 10,216 shares 10,216 $6.16M 0.2% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,154 shares; 2025Q3: 137,278 shares; 2025Q4: 136,213 shares 136,213 $6.13M 0.2% -1,065 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: 5,628 shares; 2024Q4: 6,168 shares; 2025Q1: 7,010 shares; 2025Q2: 8,154 shares; 2025Q3: 9,278 shares; 2025Q4: 9,350 shares 9,350 $6.11M 0.19% +72 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,662 shares; 2024Q4: 131,258 shares; 2025Q1: 37,208 shares; 2025Q2: 36,839 shares; 2025Q3: 36,890 shares; 2025Q4: 31,037 shares 31,037 $6.06M 0.19% -5,853 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: 25,094 shares; 2024Q4: 24,760 shares; 2025Q1: 24,063 shares; 2025Q2: 24,926 shares; 2025Q3: 24,620 shares; 2025Q4: 24,533 shares 24,533 $5.92M 0.19% -87 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,506 shares; 2024Q4: 92,715 shares; 2025Q1: 87,885 shares; 2025Q2: 87,404 shares; 2025Q3: 90,072 shares; 2025Q4: 90,847 shares 90,847 $5.68M 0.18% +775 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: 24,410 shares; 2024Q4: 21,241 shares; 2025Q1: 21,239 shares; 2025Q2: 21,348 shares; 2025Q3: 21,474 shares; 2025Q4: 21,579 shares 21,579 $5.55M 0.18% +105 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,934 shares; 2024Q4: 67,162 shares; 2025Q1: 66,475 shares; 2025Q2: 68,691 shares; 2025Q3: 94,776 shares; 2025Q4: 55,083 shares 55,083 $5.38M 0.17% -39,693 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: 38,760 shares; 2024Q4: 38,948 shares; 2025Q1: 38,170 shares; 2025Q2: 40,793 shares; 2025Q3: 42,446 shares; 2025Q4: 45,899 shares 45,899 $5.38M 0.17% +3,453 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: 74,015 shares; 2024Q4: 65,524 shares; 2025Q1: 66,515 shares; 2025Q2: 65,179 shares; 2025Q3: 61,562 shares; 2025Q4: 57,592 shares 57,592 $5.37M 0.17% -3,970 Timeline BBIN 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: 306,168 shares; 2024Q4: 331,930 shares; 2025Q1: 331,495 shares; 2025Q2: 370,316 shares; 2025Q3: 407,283 shares; 2025Q4: 73,332 shares 73,332 $5.3M 0.17% -333,951 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 24,175 shares; 2025Q1: 21,758 shares; 2025Q2: 22,085 shares; 2025Q3: 22,731 shares; 2025Q4: 22,825 shares 22,825 $5.28M 0.17% +94 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: 6,346 shares; 2024Q4: 6,393 shares; 2025Q1: 6,418 shares; 2025Q2: 10,967 shares; 2025Q3: 9,964 shares; 2025Q4: 9,215 shares 9,215 $5.25M 0.17% -749 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: 8,097 shares; 2024Q4: 7,770 shares; 2025Q1: 8,056 shares; 2025Q2: 7,977 shares; 2025Q3: 8,937 shares; 2025Q4: 9,036 shares 9,036 $5.16M 0.16% +99 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,132 shares; 2024Q4: 25,187 shares; 2025Q1: 24,755 shares; 2025Q2: 25,329 shares; 2025Q3: 25,437 shares; 2025Q4: 25,537 shares 25,537 $5.15M 0.16% +100 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: 42,553 shares; 2024Q4: 43,037 shares; 2025Q1: 46,258 shares; 2025Q2: 48,267 shares; 2025Q3: 52,158 shares; 2025Q4: 52,304 shares 52,304 $5.02M 0.16% +146 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,607 shares; 2024Q4: 249,169 shares; 2025Q1: 248,646 shares; 2025Q2: 250,900 shares; 2025Q3: 256,176 shares; 2025Q4: 62,981 shares 62,981 $5M 0.16% -193,195 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 159,657 shares; 2025Q3: 199,109 shares; 2025Q4: 191,465 shares 191,465 $4.96M 0.16% -7,644 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: 128,360 shares; 2024Q4: 128,418 shares; 2025Q1: 8,450 shares; 2025Q2: 8,347 shares; 2025Q3: 8,416 shares; 2025Q4: 8,631 shares 8,631 $4.94M 0.16% +215 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: 51,327 shares; 2024Q4: 49,983 shares; 2025Q1: 49,704 shares; 2025Q2: 50,017 shares; 2025Q3: 49,449 shares; 2025Q4: 49,353 shares 49,353 $4.93M 0.16% -96 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: 10,383 shares; 2024Q4: 10,046 shares; 2025Q1: 7,524 shares; 2025Q2: 7,570 shares; 2025Q3: 7,234 shares; 2025Q4: 10,048 shares 10,048 $4.9M 0.16% +2,814 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: 37,413 shares; 2024Q4: 37,709 shares; 2025Q1: 37,805 shares; 2025Q2: 38,509 shares; 2025Q3: 40,423 shares; 2025Q4: 38,926 shares 38,926 $4.8M 0.15% -1,497 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.14% 0 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: 27,877 shares; 2024Q4: 29,272 shares; 2025Q1: 29,598 shares; 2025Q2: 33,307 shares; 2025Q3: 33,060 shares; 2025Q4: 32,723 shares 32,723 $4.51M 0.14% -337 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: 709 shares; 2024Q4: 590 shares; 2025Q1: 776 shares; 2025Q2: 551 shares; 2025Q3: 711 shares; 2025Q4: 7,714 shares 7,714 $4.47M 0.14% +7,003 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: 24,483 shares; 2024Q4: 24,078 shares; 2025Q1: 22,005 shares; 2025Q2: 23,794 shares; 2025Q3: 27,692 shares; 2025Q4: 27,648 shares 27,648 $4.43M 0.14% -44 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: 292,421 shares; 2024Q4: 269,130 shares; 2025Q1: 243,733 shares; 2025Q2: 228,214 shares; 2025Q3: 175,685 shares; 2025Q4: 175,441 shares 175,441 $4.37M 0.14% -244 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: not reported; 2024Q4: not reported; 2025Q1: 41,190 shares; 2025Q2: 45,660 shares; 2025Q3: 49,015 shares; 2025Q4: 45,267 shares 45,267 $4.35M 0.14% -3,748 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,350 shares; 2024Q4: 77,964 shares; 2025Q1: 77,685 shares; 2025Q2: 78,448 shares; 2025Q3: 77,015 shares; 2025Q4: 80,547 shares 80,547 $4.34M 0.14% +3,532 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,861 shares; 2024Q4: 55,166 shares; 2025Q1: 27,091 shares; 2025Q2: 32,283 shares; 2025Q3: 46,008 shares; 2025Q4: 42,398 shares 42,398 $4.34M 0.14% -3,610 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: 11,875 shares; 2024Q4: 6,966 shares; 2025Q1: 12,427 shares; 2025Q2: 58,055 shares; 2025Q3: 56,437 shares; 2025Q4: 58,503 shares 58,503 $4.33M 0.14% +2,066 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: 42,024 shares; 2024Q4: 41,391 shares; 2025Q1: 42,248 shares; 2025Q2: 45,015 shares; 2025Q3: 52,680 shares; 2025Q4: 53,726 shares 53,726 $4.31M 0.14% +1,046 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: 12,839 shares; 2024Q4: 11,323 shares; 2025Q1: 11,692 shares; 2025Q2: 50,166 shares; 2025Q3: 51,350 shares; 2025Q4: 50,788 shares 50,788 $4.28M 0.14% -562 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: 101,287 shares; 2024Q4: 101,392 shares; 2025Q1: 6,418 shares; 2025Q2: 6,678 shares; 2025Q3: 11,408 shares; 2025Q4: 11,250 shares 11,250 $4.16M 0.13% -158 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: 6,552 shares; 2024Q4: 6,251 shares; 2025Q1: 6,027 shares; 2025Q2: 5,557 shares; 2025Q3: 5,584 shares; 2025Q4: 5,281 shares 5,281 $3.98M 0.13% -303 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: 31,101 shares; 2024Q4: 30,890 shares; 2025Q1: 29,035 shares; 2025Q2: 29,060 shares; 2025Q3: 31,174 shares; 2025Q4: 31,909 shares 31,909 $3.92M 0.12% +735 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,043 shares; 2024Q4: 127,274 shares; 2025Q1: 131,765 shares; 2025Q2: 54,270 shares; 2025Q3: 83,825 shares; 2025Q4: 61,023 shares 61,023 $3.84M 0.12% -22,802 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,638 shares; 2024Q4: 126,115 shares; 2025Q1: 133,308 shares; 2025Q2: 112,050 shares; 2025Q3: 114,846 shares; 2025Q4: 99,359 shares 99,359 $3.76M 0.12% -15,487 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,794 shares; 2024Q4: 23,711 shares; 2025Q1: 14,092 shares; 2025Q2: 14,322 shares; 2025Q3: 14,275 shares; 2025Q4: 13,834 shares 13,834 $3.75M 0.12% -441 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: 31,525 shares; 2024Q4: 37,118 shares; 2025Q1: 37,145 shares; 2025Q2: 52,422 shares; 2025Q3: 52,029 shares; 2025Q4: 50,415 shares 50,415 $3.71M 0.12% -1,614 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: 36,936 shares; 2024Q4: 37,292 shares; 2025Q1: 36,323 shares; 2025Q2: 36,505 shares; 2025Q3: 41,322 shares; 2025Q4: 42,375 shares 42,375 $3.7M 0.12% +1,053 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: 7,061 shares; 2024Q4: 6,894 shares; 2025Q1: 7,681 shares; 2025Q2: 7,386 shares; 2025Q3: 7,655 shares; 2025Q4: 7,175 shares 7,175 $3.66M 0.12% -480 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: 24,401 shares; 2024Q4: 21,396 shares; 2025Q1: 21,162 shares; 2025Q2: 20,751 shares; 2025Q3: 19,243 shares; 2025Q4: 33,168 shares 33,168 $3.66M 0.12% +13,925 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 73,717 shares 73,717 $3.56M 0.11% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,168 shares; 2024Q4: 22,057 shares; 2025Q1: 8,882 shares; 2025Q2: 8,992 shares; 2025Q3: 9,714 shares; 2025Q4: 7,271 shares 7,271 $3.52M 0.11% -2,443 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: 7,027 shares; 2024Q4: 6,529 shares; 2025Q1: 6,490 shares; 2025Q2: 6,372 shares; 2025Q3: 6,173 shares; 2025Q4: 6,200 shares 6,200 $3.51M 0.11% +27 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,954 shares; 2024Q4: 20,585 shares; 2025Q1: 20,553 shares; 2025Q2: 20,109 shares; 2025Q3: 20,043 shares; 2025Q4: 20,024 shares 20,024 $3.47M 0.11% -19 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: 99,961 shares; 2024Q4: 99,931 shares; 2025Q1: 101,187 shares; 2025Q2: 102,353 shares; 2025Q3: 104,007 shares; 2025Q4: 107,992 shares 107,992 $3.46M 0.11% +3,985 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: 18,226 shares; 2024Q4: 18,356 shares; 2025Q1: 18,349 shares; 2025Q2: 21,113 shares; 2025Q3: 21,694 shares; 2025Q4: 21,754 shares 21,754 $3.34M 0.11% +60 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: 317,225 shares; 2024Q4: 257,657 shares; 2025Q1: 150,346 shares; 2025Q2: 137,732 shares; 2025Q3: 94,815 shares; 2025Q4: 89,552 shares 89,552 $3.3M 0.11% -5,263 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: 23,335 shares; 2024Q4: 24,688 shares; 2025Q1: 25,643 shares; 2025Q2: 24,067 shares; 2025Q3: 26,629 shares; 2025Q4: 27,229 shares 27,229 $3.26M 0.1% +600 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,593 shares; 2024Q4: 62,261 shares; 2025Q1: 63,232 shares; 2025Q2: 64,953 shares; 2025Q3: 62,615 shares; 2025Q4: 60,953 shares 60,953 $3.22M 0.1% -1,662 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: 19,484 shares; 2024Q4: 19,582 shares; 2025Q1: 19,583 shares; 2025Q2: 19,646 shares; 2025Q3: 19,639 shares; 2025Q4: 19,693 shares 19,693 $3.22M 0.1% +54 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: 10,355 shares; 2024Q4: 9,957 shares; 2025Q1: 9,268 shares; 2025Q2: 10,983 shares; 2025Q3: 10,991 shares; 2025Q4: 11,129 shares 11,129 $3.21M 0.1% +138 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: 8,569 shares; 2024Q4: 7,266 shares; 2025Q1: 7,039 shares; 2025Q2: 7,069 shares; 2025Q3: 7,136 shares; 2025Q4: 6,845 shares 6,845 $3.21M 0.1% -291 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: 71,553 shares; 2024Q4: 71,505 shares; 2025Q1: 71,456 shares; 2025Q2: 71,390 shares; 2025Q3: 70,143 shares; 2025Q4: 71,427 shares 71,427 $3.2M 0.1% +1,284 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: 2,227 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 10,597 shares; 2025Q3: 11,389 shares; 2025Q4: 8,047 shares 8,047 $3.19M 0.1% -3,342 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,311 shares; 2024Q4: 30,760 shares; 2025Q1: 30,943 shares; 2025Q2: 32,177 shares; 2025Q3: 49,133 shares; 2025Q4: 34,150 shares 34,150 $3.16M 0.1% -14,983 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: 7,848 shares; 2024Q4: 11,015 shares; 2025Q1: 9,653 shares; 2025Q2: 9,148 shares; 2025Q3: 9,258 shares; 2025Q4: 9,395 shares 9,395 $3.15M 0.1% +137 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: 18,921 shares; 2024Q4: 18,226 shares; 2025Q1: 17,120 shares; 2025Q2: 20,961 shares; 2025Q3: 20,868 shares; 2025Q4: 20,351 shares 20,351 $3.14M 0.1% -517 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: 6,760 shares; 2024Q4: 6,586 shares; 2025Q1: 6,862 shares; 2025Q2: 7,317 shares; 2025Q3: 7,373 shares; 2025Q4: 7,317 shares 7,317 $3.12M 0.1% -56 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: 9,142 shares; 2024Q4: 16,187 shares; 2025Q1: 16,730 shares; 2025Q2: 17,198 shares; 2025Q3: 9,376 shares; 2025Q4: 8,883 shares 8,883 $3.11M 0.1% -493 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,332 shares; 2024Q4: 27,488 shares; 2025Q1: 25,874 shares; 2025Q2: 21,734 shares; 2025Q3: 21,439 shares; 2025Q4: 21,529 shares 21,529 $3.09M 0.1% +90 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,131 shares; 2024Q4: 160,678 shares; 2025Q1: 165,068 shares; 2025Q2: 187,151 shares; 2025Q3: 183,456 shares; 2025Q4: 186,474 shares 186,474 $3.07M 0.1% +3,018 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,358,779 shares; 2024Q4: 1,303,279 shares; 2025Q1: 759,755 shares; 2025Q2: 664,755 shares; 2025Q3: 634,755 shares; 2025Q4: 536,035 shares 536,035 $3.03M 0.1% -98,720 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: 55,528 shares; 2024Q4: 59,024 shares; 2025Q1: 56,109 shares; 2025Q2: 60,915 shares; 2025Q3: 55,717 shares; 2025Q4: 53,323 shares 53,323 $2.93M 0.09% -2,394 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: 7,140 shares; 2024Q4: 6,833 shares; 2025Q1: 7,035 shares; 2025Q2: 7,456 shares; 2025Q3: 6,391 shares; 2025Q4: 6,210 shares 6,210 $2.89M 0.09% -181 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: 39,430 shares; 2024Q4: 39,741 shares; 2025Q1: 31,554 shares; 2025Q2: 31,263 shares; 2025Q3: 30,375 shares; 2025Q4: 29,766 shares 29,766 $2.86M 0.09% -609 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,640 shares; 2024Q4: 32,304 shares; 2025Q1: 36,922 shares; 2025Q2: 38,119 shares; 2025Q3: 38,347 shares; 2025Q4: 55,751 shares 55,751 $2.82M 0.09% +17,404 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: 8,967 shares; 2024Q4: 8,628 shares; 2025Q1: 8,370 shares; 2025Q2: 8,307 shares; 2025Q3: 7,967 shares; 2025Q4: 8,214 shares 8,214 $2.77M 0.09% +247 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: 36,085 shares; 2024Q4: 37,020 shares; 2025Q1: 55,071 shares; 2025Q2: 47,502 shares; 2025Q3: 48,584 shares; 2025Q4: 50,651 shares 50,651 $2.72M 0.09% +2,067 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: 17,366 shares; 2024Q4: 17,521 shares; 2025Q1: 15,989 shares; 2025Q2: 12,923 shares; 2025Q3: 11,317 shares; 2025Q4: 11,579 shares 11,579 $2.65M 0.08% +262 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,961 shares 126,961 $2.64M 0.08% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,312 shares; 2024Q4: 9,115 shares; 2025Q1: 9,300 shares; 2025Q2: 9,220 shares; 2025Q3: 10,039 shares; 2025Q4: 9,653 shares 9,653 $2.48M 0.08% -386 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: 2,225 shares; 2024Q4: 1,605 shares; 2025Q1: 1,659 shares; 2025Q2: 2,524 shares; 2025Q3: 2,731 shares; 2025Q4: 26,445 shares 26,445 $2.48M 0.08% +23,714 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,418 shares; 2025Q3: 108,822 shares; 2025Q4: 145,763 shares 145,763 $2.48M 0.08% +36,941 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,689 shares; 2024Q4: 17,693 shares; 2025Q1: 17,746 shares; 2025Q2: 17,808 shares; 2025Q3: 16,958 shares; 2025Q4: 17,186 shares 17,186 $2.42M 0.08% +228 Timeline GLOF 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: 89,174 shares; 2025Q3: 78,626 shares; 2025Q4: 45,926 shares 45,926 $2.42M 0.08% -32,700 Timeline FMHI 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: 47,587 shares; 2025Q3: 45,967 shares; 2025Q4: 50,525 shares 50,525 $2.42M 0.08% +4,558 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,417 shares; 2024Q4: 25,809 shares; 2025Q1: 27,739 shares; 2025Q2: 31,363 shares; 2025Q3: 38,719 shares; 2025Q4: 41,340 shares 41,340 $2.4M 0.08% +2,621 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 9,253 shares; 2025Q1: 9,537 shares; 2025Q2: 9,457 shares; 2025Q3: 8,205 shares; 2025Q4: 8,136 shares 8,136 $2.35M 0.07% -69 Timeline JVAL 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: 24,731 shares; 2024Q4: 28,696 shares; 2025Q1: 30,325 shares; 2025Q2: 47,667 shares; 2025Q3: 47,246 shares; 2025Q4: 46,699 shares 46,699 $2.29M 0.07% -547 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: 28,997 shares; 2024Q4: 20,471 shares; 2025Q1: 22,550 shares; 2025Q2: 25,610 shares; 2025Q3: 30,744 shares; 2025Q4: 45,335 shares 45,335 $2.28M 0.07% +14,591 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: 7,010 shares; 2024Q4: 9,680 shares; 2025Q1: 10,678 shares; 2025Q2: 12,731 shares; 2025Q3: 12,993 shares; 2025Q4: 12,787 shares 12,787 $2.27M 0.07% -206 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,697 shares; 2024Q4: 26,537 shares; 2025Q1: 32,967 shares; 2025Q2: 28,524 shares; 2025Q3: 28,830 shares; 2025Q4: 28,511 shares 28,511 $2.26M 0.07% -319 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 8,618 shares; 2025Q1: 10,321 shares; 2025Q2: 12,464 shares; 2025Q3: 12,480 shares; 2025Q4: 12,197 shares 12,197 $2.2M 0.07% -283 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 27,403 shares; 2025Q3: 31,472 shares; 2025Q4: 36,100 shares 36,100 $2.18M 0.07% +4,628 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,518 shares; 2024Q4: 17,923 shares; 2025Q1: 18,230 shares; 2025Q2: 20,146 shares; 2025Q3: 19,987 shares; 2025Q4: 20,339 shares 20,339 $2.18M 0.07% +352 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 8,970 shares; 2025Q1: 7,312 shares; 2025Q2: 5,783 shares; 2025Q3: 5,739 shares; 2025Q4: 6,897 shares 6,897 $2.17M 0.07% +1,158 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: 14,748 shares; 2024Q4: 16,209 shares; 2025Q1: 16,210 shares; 2025Q2: 16,963 shares; 2025Q3: 11,537 shares; 2025Q4: 11,521 shares 11,521 $2.17M 0.07% -16 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares 17,750 $2.16M 0.07% 0 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,065 shares; 2025Q4: 34,682 shares 34,682 $2.13M 0.07% -1,383 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,838 shares; 2024Q4: 20,077 shares; 2025Q1: 21,480 shares; 2025Q2: 22,166 shares; 2025Q3: 23,098 shares; 2025Q4: 12,979 shares 12,979 $2.1M 0.07% -10,119 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: 9,741 shares; 2024Q4: 9,187 shares; 2025Q1: 8,130 shares; 2025Q2: 6,551 shares; 2025Q3: 5,613 shares; 2025Q4: 5,286 shares 5,286 $2.08M 0.07% -327 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: not reported; 2024Q4: not reported; 2025Q1: 9,336 shares; 2025Q2: 20,473 shares; 2025Q3: 20,209 shares; 2025Q4: 20,000 shares 20,000 $2.08M 0.07% -209 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: 34,908 shares; 2024Q4: 37,694 shares; 2025Q1: 39,974 shares; 2025Q2: 39,730 shares; 2025Q3: 39,068 shares; 2025Q4: 38,861 shares 38,861 $2.07M 0.07% -207 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 7,995 shares; 2025Q1: 7,976 shares; 2025Q2: 7,998 shares; 2025Q3: 8,204 shares; 2025Q4: 8,216 shares 8,216 $2.06M 0.07% +12 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: 7,084 shares; 2024Q4: 5,448 shares; 2025Q1: 4,787 shares; 2025Q2: 5,169 shares; 2025Q3: 5,863 shares; 2025Q4: 6,742 shares 6,742 $2.05M 0.07% +879 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,099 shares; 2025Q3: 34,137 shares; 2025Q4: 32,150 shares 32,150 $2.03M 0.06% -1,987 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,144 shares; 2024Q4: 27,460 shares; 2025Q1: 34,113 shares; 2025Q2: 26,493 shares; 2025Q3: 30,619 shares; 2025Q4: 30,543 shares 30,543 $2.02M 0.06% -76 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,562 shares; 2024Q4: 52,525 shares; 2025Q1: 61,643 shares; 2025Q2: 61,706 shares; 2025Q3: 75,125 shares; 2025Q4: 75,120 shares 75,120 $1.98M 0.06% -5 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 11,354 shares; 2025Q1: 12,959 shares; 2025Q2: 13,350 shares; 2025Q3: 13,467 shares; 2025Q4: 19,259 shares 19,259 $1.96M 0.06% +5,792 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,154 shares; 2024Q4: 39,996 shares; 2025Q1: 43,016 shares; 2025Q2: 36,702 shares; 2025Q3: 38,058 shares; 2025Q4: 41,188 shares 41,188 $1.95M 0.06% +3,130 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,655 shares; 2024Q4: 31,072 shares; 2025Q1: 31,425 shares; 2025Q2: 28,731 shares; 2025Q3: 32,771 shares; 2025Q4: 35,855 shares 35,855 $1.92M 0.06% +3,084 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,620 shares; 2025Q2: 23,166 shares; 2025Q3: 23,142 shares; 2025Q4: 23,152 shares 23,152 $1.91M 0.06% +10 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: 35,427 shares; 2024Q4: 34,977 shares; 2025Q1: 29,229 shares; 2025Q2: 32,229 shares; 2025Q3: 31,076 shares; 2025Q4: 30,518 shares 30,518 $1.91M 0.06% -558 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: 20,817 shares; 2024Q4: 20,181 shares; 2025Q1: 16,834 shares; 2025Q2: 17,562 shares; 2025Q3: 18,950 shares; 2025Q4: 26,372 shares 26,372 $1.88M 0.06% +7,422 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,116 shares; 2024Q4: 18,623 shares; 2025Q1: 18,383 shares; 2025Q2: 17,995 shares; 2025Q3: 18,073 shares; 2025Q4: 18,075 shares 18,075 $1.88M 0.06% +2 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 3,395 shares; 2025Q3: 3,398 shares; 2025Q4: 3,398 shares 3,398 $1.88M 0.06% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 2,147 shares; 2025Q4: 6,456 shares 6,456 $1.85M 0.06% +4,309 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: 14,875 shares; 2024Q4: 13,785 shares; 2025Q1: 12,496 shares; 2025Q2: 10,451 shares; 2025Q3: 9,955 shares; 2025Q4: 9,637 shares 9,637 $1.85M 0.06% -318 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,807 shares; 2024Q4: 41,901 shares; 2025Q1: 45,506 shares; 2025Q2: 45,774 shares; 2025Q3: 46,156 shares; 2025Q4: 46,584 shares 46,584 $1.84M 0.06% +428 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: 29,828 shares; 2024Q4: 30,110 shares; 2025Q1: 28,839 shares; 2025Q2: 29,384 shares; 2025Q3: 32,612 shares; 2025Q4: 31,522 shares 31,522 $1.82M 0.06% -1,090 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,423 shares; 2025Q1: 5,519 shares; 2025Q2: 5,563 shares; 2025Q3: 7,390 shares; 2025Q4: 7,347 shares 7,347 $1.81M 0.06% -43 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: 72,395 shares; 2024Q4: 21,794 shares; 2025Q1: 18,525 shares; 2025Q2: 15,951 shares; 2025Q3: 17,090 shares; 2025Q4: 17,973 shares 17,973 $1.78M 0.06% +883 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 47,180 shares; 2025Q3: 61,281 shares; 2025Q4: 69,103 shares 69,103 $1.76M 0.06% +7,822 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,109 shares; 2024Q4: 23,650 shares; 2025Q1: 23,105 shares; 2025Q2: 22,947 shares; 2025Q3: 22,125 shares; 2025Q4: 22,018 shares 22,018 $1.74M 0.06% -107 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 11,310 shares; 2025Q1: 10,670 shares; 2025Q2: 10,255 shares; 2025Q3: 10,222 shares; 2025Q4: 8,986 shares 8,986 $1.72M 0.05% -1,236 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,439 shares; 2025Q2: 14,711 shares; 2025Q3: 19,474 shares; 2025Q4: 26,617 shares 26,617 $1.71M 0.05% +7,143 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,720 shares; 2025Q4: 34,320 shares 34,320 $1.71M 0.05% -400 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,304 shares; 2025Q1: 7,071 shares; 2025Q2: 17,950 shares; 2025Q3: 37,326 shares; 2025Q4: 36,981 shares 36,981 $1.7M 0.05% -345 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: 24,837 shares; 2024Q4: 45,618 shares; 2025Q1: 50,502 shares; 2025Q2: 52,371 shares; 2025Q3: 75,169 shares; 2025Q4: 87,867 shares 87,867 $1.69M 0.05% +12,698 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: 7,287 shares; 2024Q4: 5,623 shares; 2025Q1: 8,325 shares; 2025Q2: 11,130 shares; 2025Q3: 20,432 shares; 2025Q4: 20,346 shares 20,346 $1.66M 0.05% -86 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 5,850 shares; 2025Q1: 5,891 shares; 2025Q2: 6,406 shares; 2025Q3: 5,980 shares; 2025Q4: 6,054 shares 6,054 $1.62M 0.05% +74 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,975 shares; 2024Q4: 18,591 shares; 2025Q1: 18,536 shares; 2025Q2: 22,506 shares; 2025Q3: 31,589 shares; 2025Q4: 31,714 shares 31,714 $1.62M 0.05% +125 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: 23,492 shares; 2024Q4: 24,759 shares; 2025Q1: 14,481 shares; 2025Q2: 14,013 shares; 2025Q3: 13,824 shares; 2025Q4: 15,822 shares 15,822 $1.58M 0.05% +1,998 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,927 shares; 2025Q1: 10,778 shares; 2025Q2: 11,832 shares; 2025Q3: 13,304 shares; 2025Q4: 13,359 shares 13,359 $1.56M 0.05% +55 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: 116,667 shares; 2024Q4: 116,253 shares; 2025Q1: 5,601 shares; 2025Q2: 4,959 shares; 2025Q3: 4,707 shares; 2025Q4: 4,713 shares 4,713 $1.56M 0.05% +6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,472 shares; 2024Q4: 41,511 shares; 2025Q1: 41,516 shares; 2025Q2: 37,318 shares; 2025Q3: 35,845 shares; 2025Q4: 23,054 shares 23,054 $1.55M 0.05% -12,791 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 6,552 shares; 2025Q1: 7,342 shares; 2025Q2: 7,626 shares; 2025Q3: 8,391 shares; 2025Q4: 8,847 shares 8,847 $1.53M 0.05% +456 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: 12,970 shares; 2024Q4: 10,844 shares; 2025Q1: 10,903 shares; 2025Q2: 10,987 shares; 2025Q3: 11,048 shares; 2025Q4: 10,989 shares 10,989 $1.53M 0.05% -59 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: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,518 shares; 2025Q3: 7,966 shares; 2025Q4: 9,360 shares 9,360 $1.52M 0.05% +1,394 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: not reported; 2024Q4: not reported; 2025Q1: 31,437 shares; 2025Q2: 32,536 shares; 2025Q3: 33,534 shares; 2025Q4: 32,065 shares 32,065 $1.51M 0.05% -1,469 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: 16,992 shares; 2024Q4: 36,051 shares; 2025Q1: 32,520 shares; 2025Q2: 34,973 shares; 2025Q3: 33,619 shares; 2025Q4: 32,137 shares 32,137 $1.5M 0.05% -1,482 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,811 shares; 2024Q4: 41,500 shares; 2025Q1: 45,500 shares; 2025Q2: 45,500 shares; 2025Q3: 49,500 shares; 2025Q4: 49,528 shares 49,528 $1.48M 0.05% +28 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: 112,424 shares; 2024Q4: 111,504 shares; 2025Q1: 6,196 shares; 2025Q2: 4,407 shares; 2025Q3: 6,118 shares; 2025Q4: 6,715 shares 6,715 $1.46M 0.05% +597 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: 14,754 shares; 2024Q4: 14,153 shares; 2025Q1: 13,352 shares; 2025Q2: 15,061 shares; 2025Q3: 15,683 shares; 2025Q4: 16,280 shares 16,280 $1.46M 0.05% +597 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 6,557 shares; 2025Q3: 8,802 shares; 2025Q4: 7,836 shares 7,836 $1.45M 0.05% -966 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: 19,047 shares; 2024Q4: 19,803 shares; 2025Q1: 14,323 shares; 2025Q2: 14,284 shares; 2025Q3: 14,144 shares; 2025Q4: 15,011 shares 15,011 $1.45M 0.05% +867 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO 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: 95,780 shares 95,780 $1.43M 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 5,964 shares; 2025Q1: 5,786 shares; 2025Q2: 5,819 shares; 2025Q3: 6,143 shares; 2025Q4: 6,482 shares 6,482 $1.42M 0.05% +339 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,363 shares; 2024Q4: 35,990 shares; 2025Q1: 10,753 shares; 2025Q2: 9,251 shares; 2025Q3: 12,212 shares; 2025Q4: 11,876 shares 11,876 $1.42M 0.05% -336 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: 5,857 shares; 2024Q4: 5,588 shares; 2025Q1: 5,702 shares; 2025Q2: 5,976 shares; 2025Q3: 6,458 shares; 2025Q4: 6,436 shares 6,436 $1.41M 0.05% -22 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: 2,129 shares; 2024Q4: 2,022 shares; 2025Q1: 2,028 shares; 2025Q2: 2,051 shares; 2025Q3: 2,419 shares; 2025Q4: 2,941 shares 2,941 $1.41M 0.05% +522 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: 8,181 shares; 2024Q4: 8,181 shares; 2025Q1: 8,057 shares; 2025Q2: 8,333 shares; 2025Q3: 8,599 shares; 2025Q4: 8,613 shares 8,613 $1.4M 0.04% +14 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: 26,572 shares; 2024Q4: 27,784 shares; 2025Q1: 21,580 shares; 2025Q2: 38,290 shares; 2025Q3: 55,097 shares; 2025Q4: 56,255 shares 56,255 $1.4M 0.04% +1,158 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,167 shares; 2024Q4: 7,996 shares; 2025Q1: 7,843 shares; 2025Q2: 6,764 shares; 2025Q3: 6,765 shares; 2025Q4: 6,813 shares 6,813 $1.38M 0.04% +48 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 12,134 shares; 2025Q1: 12,009 shares; 2025Q2: 12,563 shares; 2025Q3: 13,766 shares; 2025Q4: 13,535 shares 13,535 $1.37M 0.04% -231 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,199 shares; 2025Q4: 26,199 shares 26,199 $1.35M 0.04% 0 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: 2,583 shares; 2024Q4: 2,813 shares; 2025Q1: 3,703 shares; 2025Q2: 3,579 shares; 2025Q3: 3,321 shares; 2025Q4: 2,883 shares 2,883 $1.35M 0.04% -438 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: 8,863 shares; 2024Q4: 3,775 shares; 2025Q1: 4,188 shares; 2025Q2: 5,258 shares; 2025Q3: 5,132 shares; 2025Q4: 5,508 shares 5,508 $1.33M 0.04% +376 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: 2,450 shares; 2024Q4: 2,381 shares; 2025Q1: 2,360 shares; 2025Q2: 2,768 shares; 2025Q3: 2,829 shares; 2025Q4: 2,514 shares 2,514 $1.31M 0.04% -315 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,870 shares; 2024Q4: 82,943 shares; 2025Q1: 82,885 shares; 2025Q2: 85,149 shares; 2025Q3: 86,372 shares; 2025Q4: 33,111 shares 33,111 $1.3M 0.04% -53,261 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 4,691 shares; 2025Q4: 4,659 shares 4,659 $1.3M 0.04% -32 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: not reported; 2024Q4: 1,731 shares; 2025Q1: 3,311 shares; 2025Q2: 3,633 shares; 2025Q3: 3,359 shares; 2025Q4: 8,469 shares 8,469 $1.3M 0.04% +5,110 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 26,271 shares; 2025Q4: 26,271 shares 26,271 $1.29M 0.04% 0 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: 4,834 shares; 2024Q4: 4,541 shares; 2025Q1: 5,352 shares; 2025Q2: 5,655 shares; 2025Q3: 6,447 shares; 2025Q4: 7,178 shares 7,178 $1.27M 0.04% +731 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 41,132 shares 41,132 $1.27M 0.04% new 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: 12,672 shares; 2024Q4: 9,162 shares; 2025Q1: 8,268 shares; 2025Q2: 7,506 shares; 2025Q3: 9,353 shares; 2025Q4: 8,403 shares 8,403 $1.25M 0.04% -950 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,886 shares; 2024Q4: 34,413 shares; 2025Q1: 34,413 shares; 2025Q2: 34,413 shares; 2025Q3: 34,413 shares; 2025Q4: 34,413 shares 34,413 $1.25M 0.04% 0 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: 2,709 shares; 2024Q4: 2,720 shares; 2025Q1: 3,096 shares; 2025Q2: 3,127 shares; 2025Q3: 3,060 shares; 2025Q4: 3,147 shares 3,147 $1.22M 0.04% +87 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 3,000 shares; 2025Q4: 14,031 shares 14,031 $1.22M 0.04% +11,031 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: 28,544 shares; 2024Q4: 28,159 shares; 2025Q1: 22,507 shares; 2025Q2: 22,166 shares; 2025Q3: 22,166 shares; 2025Q4: 22,233 shares 22,233 $1.22M 0.04% +67 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,165 shares; 2024Q4: 5,306 shares; 2025Q1: 5,251 shares; 2025Q2: 5,751 shares; 2025Q3: 5,879 shares; 2025Q4: 5,872 shares 5,872 $1.21M 0.04% -7 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,917 shares; 2024Q4: 4,842 shares; 2025Q1: 10,014 shares; 2025Q2: 18,909 shares; 2025Q3: 21,932 shares; 2025Q4: 20,491 shares 20,491 $1.21M 0.04% -1,441 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,253 shares; 2025Q1: 2,692 shares; 2025Q2: 5,642 shares; 2025Q3: 4,521 shares; 2025Q4: 4,901 shares 4,901 $1.21M 0.04% +380 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,224 shares; 2025Q1: 14,585 shares; 2025Q2: 18,017 shares; 2025Q3: 19,033 shares; 2025Q4: 9,403 shares 9,403 $1.2M 0.04% -9,630 Timeline JGLO 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: 323,122 shares; 2024Q4: 348,858 shares; 2025Q1: 376,446 shares; 2025Q2: 327,209 shares; 2025Q3: 286,676 shares; 2025Q4: 17,667 shares 17,667 $1.2M 0.04% -269,009 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 16,464 shares; 2025Q1: 20,656 shares; 2025Q2: 24,896 shares; 2025Q3: 21,663 shares; 2025Q4: 23,705 shares 23,705 $1.17M 0.04% +2,042 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 6,224 shares; 2025Q1: 5,971 shares; 2025Q2: 5,960 shares; 2025Q3: 5,680 shares; 2025Q4: 4,153 shares 4,153 $1.16M 0.04% -1,527 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: 9,007 shares; 2024Q4: 8,695 shares; 2025Q1: 8,726 shares; 2025Q2: 8,762 shares; 2025Q3: 8,819 shares; 2025Q4: 8,703 shares 8,703 $1.15M 0.04% -116 Timeline IJK 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: 15,182 shares; 2024Q4: 14,110 shares; 2025Q1: 14,128 shares; 2025Q2: 14,149 shares; 2025Q3: 13,920 shares; 2025Q4: 11,778 shares 11,778 $1.14M 0.04% -2,142 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,306 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: 6,886 shares; 2025Q3: 12,275 shares; 2025Q4: 11,655 shares 11,655 $1.13M 0.04% -620 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 7,518 shares; 2025Q1: 7,526 shares; 2025Q2: 7,567 shares; 2025Q3: 7,554 shares; 2025Q4: 7,529 shares 7,529 $1.12M 0.04% -25 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,586 shares; 2025Q1: 3,563 shares; 2025Q2: 4,304 shares; 2025Q3: 4,042 shares; 2025Q4: 4,252 shares 4,252 $1.12M 0.04% +210 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: 14,970 shares; 2024Q4: 15,076 shares; 2025Q1: 15,302 shares; 2025Q2: 16,340 shares; 2025Q3: 16,077 shares; 2025Q4: 16,238 shares 16,238 $1.11M 0.04% +161 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: 12,929 shares; 2024Q4: 11,653 shares; 2025Q1: 12,192 shares; 2025Q2: 12,276 shares; 2025Q3: 11,970 shares; 2025Q4: 11,887 shares 11,887 $1.11M 0.04% -83 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 930 shares; 2025Q1: 921 shares; 2025Q2: 956 shares; 2025Q3: 2,146 shares; 2025Q4: 2,238 shares 2,238 $1.1M 0.03% +92 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,861 shares; 2025Q1: 6,446 shares; 2025Q2: 5,991 shares; 2025Q3: 4,491 shares; 2025Q4: 4,577 shares 4,577 $1.1M 0.03% +86 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 5,123 shares; 2025Q4: 6,765 shares 6,765 $1.1M 0.03% +1,642 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 6,195 shares; 2025Q4: 19,255 shares 19,255 $1.09M 0.03% +13,060 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: 1,045 shares; 2025Q2: 1,543 shares; 2025Q3: 2,426 shares; 2025Q4: 3,051 shares 3,051 $1.08M 0.03% +625 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,831 shares; 2024Q4: 9,831 shares; 2025Q1: 9,829 shares; 2025Q2: 9,833 shares; 2025Q3: 9,830 shares; 2025Q4: 9,993 shares 9,993 $1.04M 0.03% +163 Timeline VONE 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: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,358 shares; 2025Q2: 3,358 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares 3,358 $1.04M 0.03% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: 4,731 shares; 2025Q4: 4,746 shares 4,746 $1.03M 0.03% +15 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: 11,878 shares; 2024Q4: 19,987 shares; 2025Q1: 19,119 shares; 2025Q2: 18,081 shares; 2025Q3: 18,574 shares; 2025Q4: 17,465 shares 17,465 $1.02M 0.03% -1,109 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,337 shares; 2024Q4: 15,746 shares; 2025Q1: 16,064 shares; 2025Q2: 16,848 shares; 2025Q3: 16,688 shares; 2025Q4: 20,242 shares 20,242 $1.02M 0.03% +3,554 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,281 shares; 2025Q1: 2,274 shares; 2025Q2: 2,280 shares; 2025Q3: 2,285 shares; 2025Q4: 2,294 shares 2,294 $1.02M 0.03% +9 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: 4,072 shares; 2024Q4: 4,118 shares; 2025Q1: 4,142 shares; 2025Q2: 4,429 shares; 2025Q3: 4,775 shares; 2025Q4: 4,923 shares 4,923 $1.01M 0.03% +148 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: 13,545 shares; 2024Q4: 13,042 shares; 2025Q1: 12,562 shares; 2025Q2: 16,024 shares; 2025Q3: 20,844 shares; 2025Q4: 20,996 shares 20,996 $1M 0.03% +152 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,198 shares 58,198 $1M 0.03% new 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: 24,067 shares; 2024Q4: 28,819 shares; 2025Q1: 23,460 shares; 2025Q2: 21,846 shares; 2025Q3: 23,101 shares; 2025Q4: 22,589 shares 22,589 $1M 0.03% -512 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 9,034 shares; 2025Q1: 8,791 shares; 2025Q2: 9,543 shares; 2025Q3: 8,095 shares; 2025Q4: 7,912 shares 7,912 $995K 0.03% -183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,920 shares 9,920 $995K 0.03% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,824 shares; 2025Q3: 33,918 shares; 2025Q4: 36,843 shares 36,843 $991K 0.03% +2,925 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 9,041 shares; 2025Q1: 10,658 shares; 2025Q2: 15,275 shares; 2025Q3: 12,602 shares; 2025Q4: 12,830 shares 12,830 $978K 0.03% +228 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: 111,178 shares; 2024Q4: 126,605 shares; 2025Q1: 113,768 shares; 2025Q2: 81,902 shares; 2025Q3: 55,739 shares; 2025Q4: 9,525 shares 9,525 $968K 0.03% -46,214 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,557 shares; 2024Q4: 6,720 shares; 2025Q1: 6,733 shares; 2025Q2: 6,749 shares; 2025Q3: 6,764 shares; 2025Q4: 6,783 shares 6,783 $958K 0.03% +19 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,698 shares; 2024Q4: 47,811 shares; 2025Q1: 57,581 shares; 2025Q2: 58,858 shares; 2025Q3: 59,527 shares; 2025Q4: 52,962 shares 52,962 $954K 0.03% -6,565 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: 33,119 shares; 2024Q4: 32,197 shares; 2025Q1: 30,835 shares; 2025Q2: 31,314 shares; 2025Q3: 22,787 shares; 2025Q4: 26,199 shares 26,199 $950K 0.03% +3,412 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: 9,271 shares; 2024Q4: 8,818 shares; 2025Q1: 8,672 shares; 2025Q2: 8,900 shares; 2025Q3: 9,308 shares; 2025Q4: 8,299 shares 8,299 $931K 0.03% -1,009 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,896 shares; 2025Q1: 12,752 shares; 2025Q2: 4,427 shares; 2025Q3: 5,048 shares; 2025Q4: 5,422 shares 5,422 $928K 0.03% +374 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 20,743 shares 20,743 $927K 0.03% +10,943 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: 9,272 shares; 2024Q4: 9,279 shares; 2025Q1: 9,227 shares; 2025Q2: 10,038 shares; 2025Q3: 16,279 shares; 2025Q4: 16,898 shares 16,898 $926K 0.03% +619 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,597 shares; 2025Q1: 2,565 shares; 2025Q2: 3,260 shares; 2025Q3: 4,001 shares; 2025Q4: 4,185 shares 4,185 $918K 0.03% +184 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: 4,823 shares; 2024Q4: 4,813 shares; 2025Q1: 4,893 shares; 2025Q2: 4,917 shares; 2025Q3: 4,866 shares; 2025Q4: 3,999 shares 3,999 $898K 0.03% -867 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,809 shares; 2025Q3: 36,051 shares; 2025Q4: 47,049 shares 47,049 $890K 0.03% +10,998 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,535 shares; 2025Q1: 4,505 shares; 2025Q2: 4,556 shares; 2025Q3: 4,443 shares; 2025Q4: 4,505 shares 4,505 $888K 0.03% +62 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,566 shares 41,566 $882K 0.03% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,119 shares; 2024Q4: 26,954 shares; 2025Q1: 28,855 shares; 2025Q2: 28,267 shares; 2025Q3: 30,801 shares; 2025Q4: 31,280 shares 31,280 $864K 0.03% +479 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,583 shares; 2025Q2: 5,583 shares; 2025Q3: 13,220 shares; 2025Q4: 10,221 shares 10,221 $847K 0.03% -2,999 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: not reported; 2025Q3: not reported; 2025Q4: 9,820 shares 9,820 $838K 0.03% new 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: 80 shares; 2024Q4: 94 shares; 2025Q1: 109 shares; 2025Q2: 110 shares; 2025Q3: 117 shares; 2025Q4: 155 shares 155 $830K 0.03% +38 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 6,854 shares; 2025Q1: 6,854 shares; 2025Q2: 6,946 shares; 2025Q3: 7,411 shares; 2025Q4: 7,542 shares 7,542 $829K 0.03% +131 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 16,631 shares; 2025Q1: 14,570 shares; 2025Q2: 16,086 shares; 2025Q3: 16,483 shares; 2025Q4: 15,257 shares 15,257 $821K 0.03% -1,226 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: 4,563 shares; 2024Q4: 13,502 shares; 2025Q1: 13,515 shares; 2025Q2: 15,980 shares; 2025Q3: 28,349 shares; 2025Q4: 29,773 shares 29,773 $817K 0.03% +1,424 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,926 shares; 2025Q2: 9,142 shares; 2025Q3: 9,023 shares; 2025Q4: 9,023 shares 9,023 $812K 0.03% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,063 shares; 2024Q4: 8,066 shares; 2025Q1: 8,026 shares; 2025Q2: 7,723 shares; 2025Q3: 8,102 shares; 2025Q4: 7,148 shares 7,148 $809K 0.03% -954 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,193 shares; 2025Q3: 1,433 shares; 2025Q4: 2,067 shares 2,067 $804K 0.03% +634 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,886 shares; 2025Q1: 8,674 shares; 2025Q2: 8,116 shares; 2025Q3: 7,692 shares; 2025Q4: 9,150 shares 9,150 $799K 0.03% +1,458 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,346 shares 2,346 $796K 0.03% +83 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,152 shares; 2025Q1: 2,077 shares; 2025Q2: 1,802 shares; 2025Q3: 1,807 shares; 2025Q4: 1,773 shares 1,773 $788K 0.03% -34 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 8,750 shares; 2025Q4: 8,580 shares 8,580 $784K 0.02% -170 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,341 shares; 2025Q1: 2,255 shares; 2025Q2: 3,554 shares; 2025Q3: 6,213 shares; 2025Q4: 6,710 shares 6,710 $774K 0.02% +497 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,563 shares; 2024Q4: 40,471 shares; 2025Q1: 38,514 shares; 2025Q2: 33,865 shares; 2025Q3: 30,988 shares; 2025Q4: 28,798 shares 28,798 $762K 0.02% -2,190 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: 3,073 shares; 2024Q4: 3,038 shares; 2025Q1: 3,129 shares; 2025Q2: 3,341 shares; 2025Q3: 2,871 shares; 2025Q4: 5,271 shares 5,271 $759K 0.02% +2,400 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,119 shares; 2025Q4: 7,319 shares 7,319 $758K 0.02% +1,200 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,386 shares; 2025Q4: 18,208 shares 18,208 $753K 0.02% -178 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,017 shares; 2025Q3: 15,017 shares; 2025Q4: 15,017 shares 15,017 $750K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 12,777 shares; 2025Q1: 10,664 shares; 2025Q2: 10,664 shares; 2025Q3: 10,364 shares; 2025Q4: 10,364 shares 10,364 $748K 0.02% 0 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: 107,134 shares; 2024Q4: 107,242 shares; 2025Q1: 2,683 shares; 2025Q2: 2,282 shares; 2025Q3: 2,294 shares; 2025Q4: 2,544 shares 2,544 $738K 0.02% +250 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: 3,623 shares; 2024Q4: 3,624 shares; 2025Q1: 3,625 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,628 shares 3,628 $724K 0.02% +1 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: 5,553 shares; 2024Q4: 5,212 shares; 2025Q1: 5,092 shares; 2025Q2: 5,051 shares; 2025Q3: 5,149 shares; 2025Q4: 5,119 shares 5,119 $722K 0.02% -30 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,229 shares; 2024Q4: 70,262 shares; 2025Q1: 70,761 shares; 2025Q2: 33,133 shares; 2025Q3: 41,747 shares; 2025Q4: 41,584 shares 41,584 $721K 0.02% -163 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,960 shares; 2024Q4: 19,936 shares; 2025Q1: 9,955 shares; 2025Q2: 8,661 shares; 2025Q3: 9,547 shares; 2025Q4: 9,696 shares 9,696 $712K 0.02% +149 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: 17,568 shares; 2024Q4: 17,170 shares; 2025Q1: 14,761 shares; 2025Q2: 14,848 shares; 2025Q3: 13,908 shares; 2025Q4: 15,080 shares 15,080 $701K 0.02% +1,172 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 4,268 shares; 2025Q4: 5,158 shares 5,158 $697K 0.02% +890 Timeline IWN 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: 3,446 shares; 2024Q4: 3,479 shares; 2025Q1: 3,448 shares; 2025Q2: 3,727 shares; 2025Q3: 3,912 shares; 2025Q4: 3,817 shares 3,817 $692K 0.02% -95 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,030 shares; 2025Q2: 4,674 shares; 2025Q3: 4,644 shares; 2025Q4: 3,744 shares 3,744 $691K 0.02% -900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 7,892 shares 7,892 $688K 0.02% -3,889 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: not reported; 2024Q4: not reported; 2025Q1: 5,553 shares; 2025Q2: 8,196 shares; 2025Q3: 10,855 shares; 2025Q4: 11,224 shares 11,224 $675K 0.02% +369 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 43,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares 60,000 $673K 0.02% 0 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,459 shares; 2025Q2: 12,117 shares; 2025Q3: 12,489 shares; 2025Q4: 32,346 shares 32,346 $667K 0.02% +19,857 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: 9,274 shares; 2024Q4: 12,511 shares; 2025Q1: 12,452 shares; 2025Q2: 12,973 shares; 2025Q3: 12,591 shares; 2025Q4: 13,088 shares 13,088 $665K 0.02% +497 Timeline BUFB 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: 11,099 shares; 2025Q2: 11,099 shares; 2025Q3: 16,984 shares; 2025Q4: 18,140 shares 18,140 $665K 0.02% +1,156 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,485 shares; 2024Q4: 10,458 shares; 2025Q1: 9,789 shares; 2025Q2: 7,902 shares; 2025Q3: 11,188 shares; 2025Q4: 11,205 shares 11,205 $654K 0.02% +17 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,926 shares; 2024Q4: 110,855 shares; 2025Q1: 12,259 shares; 2025Q2: 9,652 shares; 2025Q3: 12,262 shares; 2025Q4: 10,250 shares 10,250 $653K 0.02% -2,012 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: 2,752 shares; 2024Q4: 2,768 shares; 2025Q1: 2,889 shares; 2025Q2: 2,883 shares; 2025Q3: 3,520 shares; 2025Q4: 3,560 shares 3,560 $648K 0.02% +40 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: 742 shares; 2024Q4: 508 shares; 2025Q1: 726 shares; 2025Q2: 856 shares; 2025Q3: 1,123 shares; 2025Q4: 4,206 shares 4,206 $644K 0.02% +3,083 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: 4,300 shares; 2025Q3: 5,649 shares; 2025Q4: 5,648 shares 5,648 $639K 0.02% -1 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: 21,234 shares; 2024Q4: 12,298 shares; 2025Q1: 12,432 shares; 2025Q2: 12,569 shares; 2025Q3: 12,667 shares; 2025Q4: 29,761 shares 29,761 $631K 0.02% +17,094 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,767 shares; 2025Q3: 11,823 shares; 2025Q4: 11,882 shares 11,882 $628K 0.02% +59 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: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 2,508 shares; 2025Q3: 4,908 shares; 2025Q4: 4,920 shares 4,920 $628K 0.02% +12 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 5,528 shares; 2025Q3: 6,976 shares; 2025Q4: 6,917 shares 6,917 $627K 0.02% -59 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,113 shares; 2025Q1: 8,171 shares; 2025Q2: 8,328 shares; 2025Q3: 7,279 shares; 2025Q4: 7,344 shares 7,344 $626K 0.02% +65 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: 6,279 shares; 2024Q4: 5,281 shares; 2025Q1: 4,490 shares; 2025Q2: 5,137 shares; 2025Q3: 5,117 shares; 2025Q4: 5,131 shares 5,131 $624K 0.02% +14 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,584 shares; 2024Q4: 18,584 shares; 2025Q1: 18,584 shares; 2025Q2: 18,714 shares; 2025Q3: 20,029 shares; 2025Q4: 20,157 shares 20,157 $616K 0.02% +128 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 663 shares; 2025Q1: 609 shares; 2025Q2: 617 shares; 2025Q3: 618 shares; 2025Q4: 607 shares 607 $613K 0.02% -11 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,651 shares; 2025Q4: 11,086 shares 11,086 $612K 0.02% +435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,025 shares; 2025Q4: 23,335 shares 23,335 $612K 0.02% +9,310 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,270 shares; 2024Q4: 21,270 shares; 2025Q1: 21,270 shares; 2025Q2: 21,270 shares; 2025Q3: 21,270 shares; 2025Q4: 21,270 shares 21,270 $604K 0.02% 0 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: not reported; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 1,165 shares; 2025Q4: 2,946 shares 2,946 $598K 0.02% +1,781 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: 4,422 shares; 2024Q4: 4,057 shares; 2025Q1: 3,348 shares; 2025Q2: 4,738 shares; 2025Q3: 5,784 shares; 2025Q4: 5,664 shares 5,664 $597K 0.02% -120 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,948 shares; 2025Q2: 22,340 shares; 2025Q3: 22,707 shares; 2025Q4: 22,620 shares 22,620 $594K 0.02% -87 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 6,652 shares; 2025Q1: 6,823 shares; 2025Q2: 6,827 shares; 2025Q3: 5,665 shares; 2025Q4: 5,677 shares 5,677 $581K 0.02% +12 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,263 shares; 2024Q4: 26,282 shares; 2025Q1: 22,165 shares; 2025Q2: 22,273 shares; 2025Q3: 22,287 shares; 2025Q4: 22,287 shares 22,287 $581K 0.02% 0 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: 1,605 shares; 2024Q4: 1,868 shares; 2025Q1: 1,870 shares; 2025Q2: 1,942 shares; 2025Q3: 2,159 shares; 2025Q4: 1,920 shares 1,920 $580K 0.02% -239 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,945 shares; 2025Q1: 4,870 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares 4,870 $578K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,593 shares; 2025Q1: 3,705 shares; 2025Q2: 3,802 shares; 2025Q3: 3,687 shares; 2025Q4: 3,779 shares 3,779 $572K 0.02% +92 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,426 shares 5,426 $571K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 8,791 shares; 2025Q1: 8,793 shares; 2025Q2: 8,745 shares; 2025Q3: 8,747 shares; 2025Q4: 8,749 shares 8,749 $570K 0.02% +2 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,432 shares; 2024Q4: 9,295 shares; 2025Q1: 9,314 shares; 2025Q2: 9,547 shares; 2025Q3: 8,336 shares; 2025Q4: 6,580 shares 6,580 $568K 0.02% -1,756 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: 5,147 shares; 2024Q4: 4,825 shares; 2025Q1: 4,769 shares; 2025Q2: 2,987 shares; 2025Q3: 3,294 shares; 2025Q4: 2,928 shares 2,928 $567K 0.02% -366 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,519 shares; 2025Q1: 4,827 shares; 2025Q2: 4,605 shares; 2025Q3: 4,584 shares; 2025Q4: 4,208 shares 4,208 $562K 0.02% -376 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,353 shares; 2025Q1: 1,462 shares; 2025Q2: 1,916 shares; 2025Q3: 2,025 shares; 2025Q4: 1,869 shares 1,869 $558K 0.02% -156 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,701 shares; 2025Q1: 3,701 shares; 2025Q2: 3,729 shares; 2025Q3: 4,422 shares; 2025Q4: 4,257 shares 4,257 $556K 0.02% -165 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,829 shares; 2025Q1: 3,840 shares; 2025Q2: 3,968 shares; 2025Q3: 5,194 shares; 2025Q4: 5,481 shares 5,481 $544K 0.02% +287 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,981 shares; 2025Q1: 3,859 shares; 2025Q2: 4,820 shares; 2025Q3: 4,971 shares; 2025Q4: 5,688 shares 5,688 $542K 0.02% +717 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 995 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 887 shares; 2025Q4: 891 shares 891 $539K 0.02% +4 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 18,332 shares; 2025Q1: 18,302 shares; 2025Q2: 17,730 shares; 2025Q3: 16,489 shares; 2025Q4: 12,845 shares 12,845 $533K 0.02% -3,644 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,802 shares; 2025Q1: 1,804 shares; 2025Q2: 1,805 shares; 2025Q3: 1,807 shares; 2025Q4: 1,809 shares 1,809 $531K 0.02% +2 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: 6,926 shares; 2024Q4: 7,231 shares; 2025Q1: 6,125 shares; 2025Q2: 8,455 shares; 2025Q3: 11,061 shares; 2025Q4: 10,789 shares 10,789 $531K 0.02% -272 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 1,793 shares; 2025Q1: 3,026 shares; 2025Q2: 2,929 shares; 2025Q3: 1,754 shares; 2025Q4: 1,836 shares 1,836 $529K 0.02% +82 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,979 shares; 2024Q4: 19,979 shares; 2025Q1: 19,979 shares; 2025Q2: 19,979 shares; 2025Q3: 19,979 shares; 2025Q4: 19,979 shares 19,979 $526K 0.02% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,724 shares; 2025Q1: 4,521 shares; 2025Q2: 4,522 shares; 2025Q3: 4,524 shares; 2025Q4: 9,051 shares 9,051 $524K 0.02% +4,527 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,266 shares; 2025Q2: 5,898 shares; 2025Q3: 11,835 shares; 2025Q4: 10,335 shares 10,335 $523K 0.02% -1,500 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: 1,326 shares; 2024Q4: 1,287 shares; 2025Q1: 1,267 shares; 2025Q2: 1,261 shares; 2025Q3: 613 shares; 2025Q4: 635 shares 635 $521K 0.02% +22 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 7,336 shares; 2025Q1: 7,032 shares; 2025Q2: 6,832 shares; 2025Q3: 5,876 shares; 2025Q4: 5,773 shares 5,773 $519K 0.02% -103 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,357 shares; 2025Q1: 20,367 shares; 2025Q2: 24,449 shares; 2025Q3: 36,625 shares; 2025Q4: 37,536 shares 37,536 $516K 0.02% +911 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: 3,485 shares; 2024Q4: 3,353 shares; 2025Q1: 3,357 shares; 2025Q2: 3,561 shares; 2025Q3: 4,237 shares; 2025Q4: 4,269 shares 4,269 $513K 0.02% +32 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: 7,777 shares; 2024Q4: 4,916 shares; 2025Q1: 4,404 shares; 2025Q2: 7,577 shares; 2025Q3: 7,860 shares; 2025Q4: 7,618 shares 7,618 $512K 0.02% -242 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: 5,993 shares; 2024Q4: 5,873 shares; 2025Q1: 6,096 shares; 2025Q2: 6,102 shares; 2025Q3: 5,717 shares; 2025Q4: 5,842 shares 5,842 $512K 0.02% +125 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: not reported; 2025Q4: 4,147 shares 4,147 $511K 0.02% 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: 15,330 shares; 2024Q4: 12,679 shares; 2025Q1: 13,260 shares; 2025Q2: 13,164 shares; 2025Q3: 13,304 shares; 2025Q4: 14,684 shares 14,684 $510K 0.02% +1,380 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,633 shares; 2024Q4: 5,504 shares; 2025Q1: 4,477 shares; 2025Q2: 4,469 shares; 2025Q3: 4,489 shares; 2025Q4: 4,482 shares 4,482 $510K 0.02% -7 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: not reported; 2024Q4: 5,231 shares; 2025Q1: 8,921 shares; 2025Q2: 4,537 shares; 2025Q3: 4,498 shares; 2025Q4: 4,459 shares 4,459 $508K 0.02% -39 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,462 shares; 2025Q1: 6,469 shares; 2025Q2: 7,358 shares; 2025Q3: 7,368 shares; 2025Q4: 6,382 shares 6,382 $503K 0.02% -986 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,944 shares; 2025Q3: 3,139 shares; 2025Q4: 3,150 shares 3,150 $502K 0.02% +11 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,675 shares; 2025Q1: 3,386 shares; 2025Q2: 3,409 shares; 2025Q3: 3,109 shares; 2025Q4: 2,828 shares 2,828 $496K 0.02% -281 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: not reported; 2024Q4: 2,872 shares; 2025Q1: 3,298 shares; 2025Q2: 3,928 shares; 2025Q3: 3,503 shares; 2025Q4: 5,103 shares 5,103 $496K 0.02% +1,600 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 13,392 shares; 2025Q1: 14,795 shares; 2025Q2: 12,408 shares; 2025Q3: 10,248 shares; 2025Q4: 9,719 shares 9,719 $494K 0.02% -529 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 7,553 shares 7,553 $494K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,288 shares; 2025Q4: 6,071 shares 6,071 $493K 0.02% +783 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,459 shares; 2025Q3: 2,606 shares; 2025Q4: 2,660 shares 2,660 $492K 0.02% +54 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 3,825 shares; 2025Q1: 3,990 shares; 2025Q2: 4,205 shares; 2025Q3: 3,850 shares; 2025Q4: 4,234 shares 4,234 $491K 0.02% +384 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,678 shares; 2025Q1: 1,721 shares; 2025Q2: 2,385 shares; 2025Q3: 2,377 shares; 2025Q4: 2,517 shares 2,517 $488K 0.02% +140 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,706 shares 1,706 $487K 0.02% +366 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,540 shares 3,540 $484K 0.02% +52 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,953 shares; 2024Q4: 11,835 shares; 2025Q1: 11,871 shares; 2025Q2: 11,925 shares; 2025Q3: 12,342 shares; 2025Q4: 12,214 shares 12,214 $482K 0.02% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares; 2025Q4: 4,508 shares 4,508 $481K 0.02% +1 Timeline JMOM 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: 8,689 shares; 2024Q4: 8,424 shares; 2025Q1: 8,159 shares; 2025Q2: 7,114 shares; 2025Q3: 7,114 shares; 2025Q4: 7,058 shares 7,058 $481K 0.02% -56 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,279 shares; 2025Q4: 23,285 shares 23,285 $471K 0.02% +6 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: 5,532 shares; 2024Q4: 5,646 shares; 2025Q1: 5,329 shares; 2025Q2: 5,025 shares; 2025Q3: 6,152 shares; 2025Q4: 6,317 shares 6,317 $464K 0.01% +165 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,433 shares; 2025Q1: 1,164 shares; 2025Q2: 1,173 shares; 2025Q3: 1,189 shares; 2025Q4: 1,495 shares 1,495 $464K 0.01% +306 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,760 shares; 2025Q1: 5,427 shares; 2025Q2: 5,766 shares; 2025Q3: 6,308 shares; 2025Q4: 6,234 shares 6,234 $459K 0.01% -74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 10,747 shares 10,747 $459K 0.01% +5,731 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183 $458K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,459 shares; 2025Q1: 1,491 shares; 2025Q2: 627 shares; 2025Q3: 567 shares; 2025Q4: 565 shares 565 $458K 0.01% -2 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,310 shares; 2025Q1: 3,705 shares; 2025Q2: 3,645 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares 3,580 $453K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,139 shares; 2025Q1: 1,076 shares; 2025Q2: 1,128 shares; 2025Q3: 943 shares; 2025Q4: 956 shares 956 $453K 0.01% +13 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 361 shares 361 $452K 0.01% +35 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: 3,720 shares; 2024Q4: 3,535 shares; 2025Q1: 4,076 shares; 2025Q2: 3,814 shares; 2025Q3: 5,331 shares; 2025Q4: 5,598 shares 5,598 $446K 0.01% +267 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: 12,213 shares; 2024Q4: 11,988 shares; 2025Q1: 11,811 shares; 2025Q2: 13,108 shares; 2025Q3: 14,743 shares; 2025Q4: 16,232 shares 16,232 $446K 0.01% +1,489 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,544 shares; 2025Q1: 3,924 shares; 2025Q2: 8,245 shares; 2025Q3: 8,293 shares; 2025Q4: 4,922 shares 4,922 $443K 0.01% -3,371 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,102 shares; 2024Q4: 24,425 shares; 2025Q1: 22,492 shares; 2025Q2: 20,463 shares; 2025Q3: 15,989 shares; 2025Q4: 14,748 shares 14,748 $441K 0.01% -1,241 Timeline ZALT 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: 11,607 shares; 2025Q2: 13,446 shares; 2025Q3: 13,446 shares; 2025Q4: 13,446 shares 13,446 $438K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,264 shares; 2025Q1: 3,267 shares; 2025Q2: 3,281 shares; 2025Q3: 3,289 shares; 2025Q4: 3,281 shares 3,281 $435K 0.01% -8 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: 3,096 shares; 2024Q4: 2,397 shares; 2025Q1: 2,399 shares; 2025Q2: 4,031 shares; 2025Q3: 4,634 shares; 2025Q4: 4,611 shares 4,611 $434K 0.01% -23 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: 8,955 shares; 2024Q4: 8,648 shares; 2025Q1: 13,041 shares; 2025Q2: 5,853 shares; 2025Q3: 5,430 shares; 2025Q4: 5,346 shares 5,346 $431K 0.01% -84 Timeline JPIN 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: 11,349 shares; 2024Q4: 12,450 shares; 2025Q1: 21,813 shares; 2025Q2: 20,114 shares; 2025Q3: 20,048 shares; 2025Q4: 6,256 shares 6,256 $426K 0.01% -13,792 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 642 shares 642 $425K 0.01% +137 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,521 shares; 2025Q2: 8,058 shares; 2025Q3: 7,339 shares; 2025Q4: 6,594 shares 6,594 $425K 0.01% -745 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,980 shares; 2025Q1: 5,294 shares; 2025Q2: 5,044 shares; 2025Q3: 5,494 shares; 2025Q4: 5,127 shares 5,127 $421K 0.01% -367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 14,200 shares 14,200 $420K 0.01% -1,800 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares 10,875 $419K 0.01% 0 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: 607 shares; 2024Q4: 605 shares; 2025Q1: 623 shares; 2025Q2: 596 shares; 2025Q3: 617 shares; 2025Q4: 618 shares 618 $418K 0.01% +1 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,130 shares 8,130 $413K 0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,129 shares; 2024Q4: 3,427 shares; 2025Q1: 2,893 shares; 2025Q2: 2,895 shares; 2025Q3: 3,257 shares; 2025Q4: 3,096 shares 3,096 $410K 0.01% -161 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,805 shares; 2024Q4: 18,806 shares; 2025Q1: 18,702 shares; 2025Q2: 19,027 shares; 2025Q3: 19,407 shares; 2025Q4: 19,852 shares 19,852 $410K 0.01% +445 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 2,111 shares; 2025Q3: 2,472 shares; 2025Q4: 2,389 shares 2,389 $405K 0.01% -83 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,515 shares; 2025Q4: 2,515 shares 2,515 $402K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 834 shares; 2025Q3: 1,149 shares; 2025Q4: 1,189 shares 1,189 $402K 0.01% +40 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,953 shares; 2025Q1: 1,902 shares; 2025Q2: 1,910 shares; 2025Q3: 1,892 shares; 2025Q4: 1,899 shares 1,899 $401K 0.01% +7 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,644 shares 7,644 $401K 0.01% new Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 9,802 shares; 2025Q1: 10,165 shares; 2025Q2: 8,054 shares; 2025Q3: 6,493 shares; 2025Q4: 6,571 shares 6,571 $399K 0.01% +78 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,184 shares; 2025Q2: 8,184 shares; 2025Q3: 8,697 shares; 2025Q4: 8,697 shares 8,697 $398K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,842 shares; 2025Q1: 2,811 shares; 2025Q2: 2,759 shares; 2025Q3: 2,879 shares; 2025Q4: 2,912 shares 2,912 $397K 0.01% +33 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: 22,340 shares; 2024Q4: 11,270 shares; 2025Q1: 7,064 shares; 2025Q2: 5,726 shares; 2025Q3: 6,770 shares; 2025Q4: 8,082 shares 8,082 $396K 0.01% +1,312 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,947 shares; 2025Q1: 5,976 shares; 2025Q2: 6,015 shares; 2025Q3: 6,046 shares; 2025Q4: 6,382 shares 6,382 $396K 0.01% +336 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 13,100 shares; 2025Q1: 14,601 shares; 2025Q2: 14,606 shares; 2025Q3: 10,606 shares; 2025Q4: 8,609 shares 8,609 $386K 0.01% -1,997 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: 5,063 shares; 2024Q4: 5,071 shares; 2025Q1: 5,072 shares; 2025Q2: 5,075 shares; 2025Q3: 5,078 shares; 2025Q4: 5,086 shares 5,086 $384K 0.01% +8 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $381K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 5,700 shares; 2025Q4: 8,276 shares 8,276 $380K 0.01% +2,576 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,866 shares; 2025Q2: 2,854 shares; 2025Q3: 3,252 shares; 2025Q4: 1,949 shares 1,949 $379K 0.01% -1,303 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,397 shares; 2024Q4: 22,597 shares; 2025Q1: 22,621 shares; 2025Q2: 23,121 shares; 2025Q3: 29,121 shares; 2025Q4: 29,794 shares 29,794 $375K 0.01% +673 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: 7,597 shares; 2024Q4: 7,606 shares; 2025Q1: 7,011 shares; 2025Q2: 7,098 shares; 2025Q3: 5,128 shares; 2025Q4: 5,538 shares 5,538 $373K 0.01% +410 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,698 shares; 2025Q1: 1,701 shares; 2025Q2: 1,724 shares; 2025Q3: 1,741 shares; 2025Q4: 1,784 shares 1,784 $371K 0.01% +43 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,215 shares; 2025Q4: 1,440 shares 1,440 $369K 0.01% +225 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,774 shares; 2025Q3: 4,209 shares; 2025Q4: 4,180 shares 4,180 $360K 0.01% -29 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 9,871 shares; 2025Q1: 10,338 shares; 2025Q2: 8,349 shares; 2025Q3: 9,090 shares; 2025Q4: 9,380 shares 9,380 $360K 0.01% +290 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,057 shares; 2025Q1: 2,311 shares; 2025Q2: 2,437 shares; 2025Q3: 2,374 shares; 2025Q4: 2,311 shares 2,311 $358K 0.01% -63 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,238 shares; 2024Q4: 6,244 shares; 2025Q1: 6,178 shares; 2025Q2: 5,770 shares; 2025Q3: 5,720 shares; 2025Q4: 5,720 shares 5,720 $355K 0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,905 shares; 2025Q3: 12,072 shares; 2025Q4: 10,227 shares 10,227 $354K 0.01% -1,845 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: 1,509 shares; 2024Q4: 2,260 shares; 2025Q1: 2,289 shares; 2025Q2: 2,303 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares 2,283 $354K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,362 shares; 2024Q4: 30,344 shares; 2025Q1: 23,757 shares; 2025Q2: 23,794 shares; 2025Q3: 23,828 shares; 2025Q4: 21,893 shares 21,893 $352K 0.01% -1,935 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $351K 0.01% 0 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: 2,616 shares; 2024Q4: 2,674 shares; 2025Q1: 2,743 shares; 2025Q2: 2,670 shares; 2025Q3: 2,995 shares; 2025Q4: 3,106 shares 3,106 $351K 0.01% +111 Timeline NAUG 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: 11,843 shares; 2025Q4: 11,843 shares 11,843 $350K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,627 shares; 2024Q4: 4,145 shares; 2025Q1: 3,799 shares; 2025Q2: 4,247 shares; 2025Q3: 5,439 shares; 2025Q4: 4,984 shares 4,984 $349K 0.01% -455 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,810 shares; 2025Q1: 1,809 shares; 2025Q2: 1,979 shares; 2025Q3: 2,042 shares; 2025Q4: 1,632 shares 1,632 $346K 0.01% -410 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: 34,593 shares; 2024Q4: 34,196 shares; 2025Q1: 25,280 shares; 2025Q2: 26,305 shares; 2025Q3: 27,405 shares; 2025Q4: 26,296 shares 26,296 $345K 0.01% -1,109 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,332 shares; 2024Q4: 13,339 shares; 2025Q1: 7,892 shares; 2025Q2: 7,309 shares; 2025Q3: 6,146 shares; 2025Q4: 5,153 shares 5,153 $342K 0.01% -993 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,765 shares; 2025Q1: 1,862 shares; 2025Q2: 1,814 shares; 2025Q3: 1,803 shares; 2025Q4: 1,835 shares 1,835 $341K 0.01% +32 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 278 shares 278 $338K 0.01% +32 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: 926 shares; 2024Q4: 953 shares; 2025Q1: 926 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,030 shares 1,030 $333K 0.01% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 3,575 shares 3,575 $330K 0.01% +597 Timeline DLN 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: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,804 shares; 2025Q4: 3,746 shares 3,746 $330K 0.01% -58 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: 4,942 shares; 2024Q4: 5,091 shares; 2025Q1: 3,296 shares; 2025Q2: 3,062 shares; 2025Q3: 3,192 shares; 2025Q4: 4,081 shares 4,081 $322K 0.01% +889 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,466 shares; 2025Q3: 6,690 shares; 2025Q4: 7,155 shares 7,155 $317K 0.01% +465 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 4,191 shares; 2025Q4: 4,096 shares 4,096 $317K 0.01% -95 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,138 shares; 2025Q1: 3,166 shares; 2025Q2: 3,251 shares; 2025Q3: 3,305 shares; 2025Q4: 3,584 shares 3,584 $316K 0.01% +279 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: 804 shares; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 452 shares; 2025Q3: 699 shares; 2025Q4: 697 shares 697 $316K 0.01% -2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,079 shares; 2025Q3: 1,112 shares; 2025Q4: 1,094 shares 1,094 $314K 0.01% -18 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 969 shares; 2025Q1: 957 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 1,082 shares 1,082 $314K 0.01% +165 Timeline BAUG 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: 4,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,247 shares; 2025Q4: 6,247 shares 6,247 $313K 0.01% 0 Timeline JQUA 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: 14,716 shares; 2024Q4: 13,593 shares; 2025Q1: 9,582 shares; 2025Q2: 5,136 shares; 2025Q3: 5,147 shares; 2025Q4: 4,936 shares 4,936 $312K 0.01% -211 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,039 shares; 2025Q1: 4,551 shares; 2025Q2: 5,834 shares; 2025Q3: 4,987 shares; 2025Q4: 4,227 shares 4,227 $311K 0.01% -760 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,822 shares; 2025Q1: 2,905 shares; 2025Q2: 3,197 shares; 2025Q3: 2,874 shares; 2025Q4: 3,522 shares 3,522 $311K 0.01% +648 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,298 shares; 2025Q1: 5,300 shares; 2025Q2: 5,158 shares; 2025Q3: 5,532 shares; 2025Q4: 2,816 shares 2,816 $310K 0.01% -2,716 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,278 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445 $310K 0.01% 0 Timeline NDEC 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: 11,130 shares 11,130 $309K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 3,213 shares; 2025Q3: 3,105 shares; 2025Q4: 3,211 shares 3,211 $308K 0.01% +106 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,907 shares 1,907 $307K 0.01% +432 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,179 shares; 2025Q1: 4,556 shares; 2025Q2: 4,203 shares; 2025Q3: 4,762 shares; 2025Q4: 4,762 shares 4,762 $306K 0.01% 0 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,262 shares; 2025Q4: 8,643 shares 8,643 $304K 0.01% +381 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,017 shares 4,017 $304K 0.01% +17 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,912 shares; 2025Q4: 3,596 shares 3,596 $301K 0.01% -316 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: 8,725 shares; 2025Q4: 10,725 shares 10,725 $291K 0.01% +2,000 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,095 shares; 2025Q1: 2,115 shares; 2025Q2: 2,119 shares; 2025Q3: 2,140 shares; 2025Q4: 2,179 shares 2,179 $289K 0.01% +39 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,247 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,860 shares 2,860 $288K 0.01% +1 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 9,037 shares 9,037 $286K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $281K 0.01% 0 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: 1,374 shares; 2024Q4: 1,807 shares; 2025Q1: 1,225 shares; 2025Q2: 1,714 shares; 2025Q3: 1,470 shares; 2025Q4: 1,516 shares 1,516 $281K 0.01% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares 1,020 $281K 0.01% new Timeline ACWI 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: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $281K 0.01% 0 Timeline