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: 488,030 shares; 2024Q4: 449,249 shares; 2025Q1: 450,088 shares; 2025Q2: 443,169 shares; 2025Q3: 453,220 shares; 2025Q4: 384,747 shares 384,747 $102M 3.26% -68,473 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,370 shares; 2024Q4: not reported; 2025Q1: 742,383 shares; 2025Q2: 765,921 shares; 2025Q3: 788,848 shares; 2025Q4: 831,519 shares 831,519 $66.7M 2.14% +42,671 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: 160,105 shares; 2024Q4: 151,959 shares; 2025Q1: 151,671 shares; 2025Q2: 150,579 shares; 2025Q3: 150,847 shares; 2025Q4: 135,706 shares 135,706 $65.6M 2.11% -15,141 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: 406,472 shares; 2024Q4: 367,326 shares; 2025Q1: 357,307 shares; 2025Q2: 347,256 shares; 2025Q3: 363,934 shares; 2025Q4: 306,212 shares 306,212 $57.1M 1.83% -57,722 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956,513 shares; 2024Q4: 991,331 shares; 2025Q1: 1,022,826 shares; 2025Q2: 946,139 shares; 2025Q3: 988,443 shares; 2025Q4: 932,065 shares 932,065 $42.9M 1.38% -56,378 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: 299,138 shares; 2024Q4: 290,255 shares; 2025Q1: 317,908 shares; 2025Q2: 321,942 shares; 2025Q3: 325,247 shares; 2025Q4: 322,642 shares 322,642 $42.7M 1.37% -2,605 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,121 shares; 2024Q4: 652,680 shares; 2025Q1: 655,212 shares; 2025Q2: 637,122 shares; 2025Q3: 635,187 shares; 2025Q4: 555,358 shares 555,358 $41.2M 1.32% -79,829 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: 167,838 shares; 2024Q4: 155,976 shares; 2025Q1: 147,336 shares; 2025Q2: 97,666 shares; 2025Q3: 71,443 shares; 2025Q4: 66,491 shares 66,491 $40.8M 1.31% -4,952 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: 182,562 shares; 2024Q4: 175,014 shares; 2025Q1: 176,607 shares; 2025Q2: 191,821 shares; 2025Q3: 196,703 shares; 2025Q4: 173,677 shares 173,677 $40.1M 1.29% -23,026 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: 32,063 shares; 2024Q4: not reported; 2025Q1: 26,403 shares; 2025Q2: 21,854 shares; 2025Q3: 28,602 shares; 2025Q4: 61,428 shares 61,428 $38.5M 1.24% +32,826 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: 143,529 shares; 2024Q4: 137,232 shares; 2025Q1: 135,712 shares; 2025Q2: 139,051 shares; 2025Q3: 139,408 shares; 2025Q4: 121,203 shares 121,203 $37.9M 1.22% -18,205 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: 88,241 shares; 2024Q4: not reported; 2025Q1: 87,447 shares; 2025Q2: 88,427 shares; 2025Q3: 90,247 shares; 2025Q4: 83,113 shares 83,113 $37.4M 1.2% -7,134 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: 121,774 shares; 2024Q4: 108,527 shares; 2025Q1: 106,005 shares; 2025Q2: 104,003 shares; 2025Q3: 101,241 shares; 2025Q4: 96,972 shares 96,972 $33.6M 1.08% -4,269 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: 408,445 shares; 2024Q4: not reported; 2025Q1: 1,245,576 shares; 2025Q2: 1,245,743 shares; 2025Q3: 1,256,574 shares; 2025Q4: 1,246,944 shares 1,246,944 $33.6M 1.08% -9,630 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: 126,709 shares; 2024Q4: 49,888 shares; 2025Q1: 51,421 shares; 2025Q2: 55,254 shares; 2025Q3: 59,271 shares; 2025Q4: 47,741 shares 47,741 $32.7M 1.05% -11,530 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,039 shares; 2024Q4: not reported; 2025Q1: 743,814 shares; 2025Q2: 784,307 shares; 2025Q3: 687,128 shares; 2025Q4: 713,497 shares 713,497 $32.3M 1.04% +26,369 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397,712 shares; 2024Q4: 1,445,944 shares; 2025Q1: 1,469,863 shares; 2025Q2: 1,491,156 shares; 2025Q3: 1,532,461 shares; 2025Q4: 735,907 shares 735,907 $31.3M 1.01% -796,554 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: 367,768 shares; 2024Q4: 318,806 shares; 2025Q1: 332,015 shares; 2025Q2: 340,431 shares; 2025Q3: 353,000 shares; 2025Q4: 344,554 shares 344,554 $30.8M 0.99% -8,446 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: 274,947 shares; 2024Q4: 286,102 shares; 2025Q1: 536,136 shares; 2025Q2: 584,421 shares; 2025Q3: 570,817 shares; 2025Q4: 598,814 shares 598,814 $30.3M 0.97% +27,997 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: 485,319 shares; 2024Q4: not reported; 2025Q1: 512,708 shares; 2025Q2: 487,087 shares; 2025Q3: 501,713 shares; 2025Q4: 399,666 shares 399,666 $29.6M 0.95% -102,047 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062,169 shares; 2024Q4: 1,087,028 shares; 2025Q1: 1,125,611 shares; 2025Q2: 1,124,306 shares; 2025Q3: 1,169,004 shares; 2025Q4: 734,073 shares 734,073 $29.1M 0.93% -434,931 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,055 shares; 2024Q4: 561,827 shares; 2025Q1: 581,845 shares; 2025Q2: 598,765 shares; 2025Q3: 621,592 shares; 2025Q4: 592,704 shares 592,704 $28.1M 0.9% -28,888 Timeline SPIB 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: 801,401 shares; 2024Q4: 866,978 shares; 2025Q1: 768,542 shares; 2025Q2: 833,057 shares; 2025Q3: 789,724 shares; 2025Q4: 813,747 shares 813,747 $27.5M 0.88% +24,023 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: 36,544 shares; 2024Q4: 33,126 shares; 2025Q1: 36,325 shares; 2025Q2: 38,807 shares; 2025Q3: 38,991 shares; 2025Q4: 40,186 shares 40,186 $26.5M 0.85% +1,195 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: 93,743 shares; 2024Q4: 86,119 shares; 2025Q1: 82,762 shares; 2025Q2: 82,557 shares; 2025Q3: 81,752 shares; 2025Q4: 79,330 shares 79,330 $25.6M 0.82% -2,422 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,556 shares; 2024Q4: not reported; 2025Q1: 943,056 shares; 2025Q2: 1,002,784 shares; 2025Q3: 962,142 shares; 2025Q4: 865,516 shares 865,516 $24.6M 0.79% -96,626 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: 88,869 shares; 2024Q4: 109,693 shares; 2025Q1: 242,533 shares; 2025Q2: 237,525 shares; 2025Q3: 256,752 shares; 2025Q4: 262,259 shares 262,259 $21.7M 0.7% +5,507 Timeline FVAL 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: 163,423 shares; 2024Q4: 160,751 shares; 2025Q1: 173,901 shares; 2025Q2: 178,222 shares; 2025Q3: 179,915 shares; 2025Q4: 290,237 shares 290,237 $21M 0.67% +110,322 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,190 shares; 2024Q4: 372,228 shares; 2025Q1: 414,074 shares; 2025Q2: 422,933 shares; 2025Q3: 427,539 shares; 2025Q4: 319,390 shares 319,390 $20.9M 0.67% -108,149 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: 97,042 shares; 2024Q4: 81,360 shares; 2025Q1: 86,204 shares; 2025Q2: 80,753 shares; 2025Q3: 77,280 shares; 2025Q4: 51,654 shares 51,654 $20.5M 0.66% -25,626 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,140 shares; 2024Q4: not reported; 2025Q1: 923,532 shares; 2025Q2: 959,860 shares; 2025Q3: 932,529 shares; 2025Q4: 666,013 shares 666,013 $20M 0.64% -266,516 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: 148,763 shares; 2024Q4: 169,889 shares; 2025Q1: 182,806 shares; 2025Q2: 186,486 shares; 2025Q3: 182,298 shares; 2025Q4: 313,401 shares 313,401 $19.8M 0.64% +131,103 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: 67,780 shares; 2024Q4: 67,984 shares; 2025Q1: 69,103 shares; 2025Q2: 71,005 shares; 2025Q3: 70,642 shares; 2025Q4: 61,619 shares 61,619 $19.3M 0.62% -9,023 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587,366 shares; 2024Q4: 615,246 shares; 2025Q1: 624,942 shares; 2025Q2: 631,000 shares; 2025Q3: 638,073 shares; 2025Q4: 503,402 shares 503,402 $19.2M 0.62% -134,671 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841,434 shares; 2024Q4: 910,388 shares; 2025Q1: 922,024 shares; 2025Q2: 936,102 shares; 2025Q3: 962,249 shares; 2025Q4: 758,653 shares 758,653 $19.1M 0.61% -203,596 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: 128,897 shares; 2024Q4: not reported; 2025Q1: 120,222 shares; 2025Q2: 63,162 shares; 2025Q3: 59,151 shares; 2025Q4: 56,106 shares 56,106 $18.8M 0.6% -3,045 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: 42,963 shares; 2024Q4: 40,050 shares; 2025Q1: 40,000 shares; 2025Q2: 40,628 shares; 2025Q3: 38,675 shares; 2025Q4: 36,151 shares 36,151 $18.2M 0.58% -2,524 Timeline EMGF 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: 274,110 shares; 2024Q4: 286,314 shares; 2025Q1: 325,829 shares; 2025Q2: 323,584 shares; 2025Q3: 327,714 shares; 2025Q4: 311,846 shares 311,846 $18M 0.58% -15,868 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: 61,474 shares; 2024Q4: 32,749 shares; 2025Q1: 26,429 shares; 2025Q2: 27,072 shares; 2025Q3: 27,531 shares; 2025Q4: 26,115 shares 26,115 $17.8M 0.57% -1,416 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,594 shares; 2024Q4: not reported; 2025Q1: 312,546 shares; 2025Q2: 215,033 shares; 2025Q3: 216,706 shares; 2025Q4: 221,157 shares 221,157 $17.6M 0.57% +4,451 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: 25,546 shares; 2024Q4: 24,593 shares; 2025Q1: 24,221 shares; 2025Q2: 23,867 shares; 2025Q3: 23,989 shares; 2025Q4: 19,859 shares 19,859 $17.1M 0.55% -4,130 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: 336,795 shares; 2024Q4: not reported; 2025Q1: 293,412 shares; 2025Q2: 271,018 shares; 2025Q3: 275,975 shares; 2025Q4: 272,209 shares 272,209 $17M 0.55% -3,766 Timeline JPME 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: 96,541 shares; 2024Q4: 105,315 shares; 2025Q1: 139,692 shares; 2025Q2: 150,959 shares; 2025Q3: 155,608 shares; 2025Q4: 153,652 shares 153,652 $16.7M 0.54% -1,956 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: 114,935 shares; 2024Q4: 113,782 shares; 2025Q1: 116,099 shares; 2025Q2: 116,948 shares; 2025Q3: 117,013 shares; 2025Q4: 106,075 shares 106,075 $16.2M 0.52% -10,938 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: 154,101 shares; 2024Q4: not reported; 2025Q1: 137,710 shares; 2025Q2: 138,526 shares; 2025Q3: 145,063 shares; 2025Q4: 138,942 shares 138,942 $15.5M 0.5% -6,121 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,902 shares; 2024Q4: 632,445 shares; 2025Q1: 654,808 shares; 2025Q2: 685,194 shares; 2025Q3: 701,024 shares; 2025Q4: 608,651 shares 608,651 $14.9M 0.48% -92,373 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: 79,563 shares; 2024Q4: 69,341 shares; 2025Q1: 67,586 shares; 2025Q2: 70,790 shares; 2025Q3: 84,804 shares; 2025Q4: 82,849 shares 82,849 $14.7M 0.47% -1,955 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: 41,783 shares; 2024Q4: 40,790 shares; 2025Q1: 42,763 shares; 2025Q2: 44,611 shares; 2025Q3: 45,916 shares; 2025Q4: 42,458 shares 42,458 $14.6M 0.47% -3,458 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,678 shares; 2024Q4: 250,215 shares; 2025Q1: 253,867 shares; 2025Q2: 256,649 shares; 2025Q3: 259,199 shares; 2025Q4: 203,109 shares 203,109 $14.2M 0.45% -56,090 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,906 shares; 2024Q4: 232,735 shares; 2025Q1: 227,840 shares; 2025Q2: 231,335 shares; 2025Q3: 199,965 shares; 2025Q4: 203,514 shares 203,514 $14.1M 0.45% +3,549 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,377 shares; 2024Q4: 545,405 shares; 2025Q1: 555,516 shares; 2025Q2: 534,959 shares; 2025Q3: 536,241 shares; 2025Q4: 423,250 shares 423,250 $13.8M 0.44% -112,991 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,687 shares; 2024Q4: 380,933 shares; 2025Q1: 386,376 shares; 2025Q2: 399,865 shares; 2025Q3: 408,874 shares; 2025Q4: 278,899 shares 278,899 $13.7M 0.44% -129,975 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: 63,292 shares; 2024Q4: 57,833 shares; 2025Q1: 56,866 shares; 2025Q2: 58,534 shares; 2025Q3: 59,981 shares; 2025Q4: 59,019 shares 59,019 $13.5M 0.43% -962 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,173 shares; 2024Q4: 370,345 shares; 2025Q1: 374,168 shares; 2025Q2: 376,082 shares; 2025Q3: 379,065 shares; 2025Q4: 285,487 shares 285,487 $13.3M 0.43% -93,578 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: 17,049 shares; 2024Q4: 15,429 shares; 2025Q1: 14,755 shares; 2025Q2: 14,369 shares; 2025Q3: 13,261 shares; 2025Q4: 17,764 shares 17,764 $13.3M 0.43% +4,503 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: 325,552 shares; 2024Q4: not reported; 2025Q1: 299,579 shares; 2025Q2: 278,264 shares; 2025Q3: 286,192 shares; 2025Q4: 244,243 shares 244,243 $13.1M 0.42% -41,949 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,859 shares; 2025Q2: 16,330 shares; 2025Q3: 48,952 shares; 2025Q4: 106,101 shares 106,101 $12.7M 0.41% +57,149 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: 473,750 shares; 2024Q4: 295,507 shares; 2025Q1: 308,833 shares; 2025Q2: 316,694 shares; 2025Q3: 194,002 shares; 2025Q4: 184,927 shares 184,927 $12.2M 0.39% -9,075 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: 23,760 shares; 2024Q4: 23,523 shares; 2025Q1: 23,875 shares; 2025Q2: 23,692 shares; 2025Q3: 23,823 shares; 2025Q4: 21,244 shares 21,244 $12.2M 0.39% -2,579 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: 40,168 shares; 2024Q4: not reported; 2025Q1: 39,373 shares; 2025Q2: 39,231 shares; 2025Q3: 39,304 shares; 2025Q4: 37,427 shares 37,427 $12.1M 0.39% -1,877 Timeline IHDG 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: 188,934 shares; 2024Q4: not reported; 2025Q1: 232,336 shares; 2025Q2: 237,234 shares; 2025Q3: 245,531 shares; 2025Q4: 239,010 shares 239,010 $11.6M 0.37% -6,521 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: 106,318 shares; 2024Q4: 96,976 shares; 2025Q1: 98,236 shares; 2025Q2: 100,602 shares; 2025Q3: 108,608 shares; 2025Q4: 95,653 shares 95,653 $11.5M 0.37% -12,955 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: 72,906 shares; 2024Q4: 64,406 shares; 2025Q1: 69,372 shares; 2025Q2: 69,779 shares; 2025Q3: 77,528 shares; 2025Q4: 46,281 shares 46,281 $11.4M 0.37% -31,247 Timeline QEFA 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: 104,904 shares; 2024Q4: 109,032 shares; 2025Q1: 122,591 shares; 2025Q2: 123,288 shares; 2025Q3: 127,766 shares; 2025Q4: 122,198 shares 122,198 $11.1M 0.36% -5,568 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,580 shares; 2024Q4: 81,933 shares; 2025Q1: 116,847 shares; 2025Q2: 128,796 shares; 2025Q3: 142,962 shares; 2025Q4: 149,909 shares 149,909 $10.9M 0.35% +6,947 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: 38,610 shares; 2024Q4: not reported; 2025Q1: 33,719 shares; 2025Q2: 34,456 shares; 2025Q3: 35,448 shares; 2025Q4: 30,833 shares 30,833 $10.8M 0.35% -4,615 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,110 shares; 2024Q4: 98,284 shares; 2025Q1: 101,229 shares; 2025Q2: 104,510 shares; 2025Q3: 109,096 shares; 2025Q4: 95,917 shares 95,917 $9.84M 0.32% -13,179 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,490 shares; 2025Q2: 6,899 shares; 2025Q3: 7,359 shares; 2025Q4: 181,697 shares 181,697 $9.82M 0.32% +174,338 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: 19,053 shares; 2024Q4: 17,814 shares; 2025Q1: 17,715 shares; 2025Q2: 17,786 shares; 2025Q3: 17,980 shares; 2025Q4: 16,776 shares 16,776 $9.58M 0.31% -1,204 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: 88,327 shares; 2024Q4: not reported; 2025Q1: 317,181 shares; 2025Q2: 347,595 shares; 2025Q3: 343,117 shares; 2025Q4: 346,845 shares 346,845 $9.51M 0.31% +3,728 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,355 shares; 2024Q4: 184,877 shares; 2025Q1: 197,172 shares; 2025Q2: 197,665 shares; 2025Q3: 206,956 shares; 2025Q4: 160,063 shares 160,063 $9.42M 0.3% -46,893 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: 96,706 shares; 2024Q4: 78,705 shares; 2025Q1: 84,333 shares; 2025Q2: 88,088 shares; 2025Q3: 89,947 shares; 2025Q4: 90,255 shares 90,255 $9.06M 0.29% +308 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,539 shares; 2024Q4: 339,605 shares; 2025Q1: 356,162 shares; 2025Q2: 367,059 shares; 2025Q3: 382,554 shares; 2025Q4: 236,165 shares 236,165 $8.98M 0.29% -146,389 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: 69,285 shares; 2024Q4: 66,073 shares; 2025Q1: 68,250 shares; 2025Q2: 68,829 shares; 2025Q3: 68,308 shares; 2025Q4: 67,267 shares 67,267 $8.93M 0.29% -1,041 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,340 shares; 2024Q4: 78,861 shares; 2025Q1: 86,932 shares; 2025Q2: 86,106 shares; 2025Q3: 83,778 shares; 2025Q4: 75,171 shares 75,171 $8.93M 0.29% -8,607 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,664 shares; 2024Q4: not reported; 2025Q1: 358,228 shares; 2025Q2: 364,882 shares; 2025Q3: 372,554 shares; 2025Q4: 370,829 shares 370,829 $8.91M 0.29% -1,725 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: 184,957 shares; 2024Q4: 171,610 shares; 2025Q1: 239,621 shares; 2025Q2: 243,531 shares; 2025Q3: 233,536 shares; 2025Q4: 151,892 shares 151,892 $8.69M 0.28% -81,644 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: 17,715 shares; 2024Q4: 18,276 shares; 2025Q1: 19,073 shares; 2025Q2: 54,103 shares; 2025Q3: 55,005 shares; 2025Q4: 42,903 shares 42,903 $8.57M 0.27% -12,102 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: 50,622 shares; 2024Q4: 46,479 shares; 2025Q1: 48,689 shares; 2025Q2: 51,196 shares; 2025Q3: 51,409 shares; 2025Q4: 41,171 shares 41,171 $8.52M 0.27% -10,238 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: 48,779 shares; 2024Q4: 47,372 shares; 2025Q1: 55,157 shares; 2025Q2: 57,261 shares; 2025Q3: 59,030 shares; 2025Q4: 58,961 shares 58,961 $8.46M 0.27% -69 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,486 shares; 2024Q4: 406,994 shares; 2025Q1: 396,816 shares; 2025Q2: 355,902 shares; 2025Q3: 355,759 shares; 2025Q4: 346,073 shares 346,073 $8.42M 0.27% -9,686 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: 8,224 shares; 2024Q4: 11,037 shares; 2025Q1: 11,723 shares; 2025Q2: 12,456 shares; 2025Q3: 12,760 shares; 2025Q4: 16,030 shares 16,030 $8.38M 0.27% +3,270 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: 88,623 shares; 2024Q4: not reported; 2025Q1: 91,741 shares; 2025Q2: 93,210 shares; 2025Q3: 96,036 shares; 2025Q4: 98,933 shares 98,933 $8.29M 0.27% +2,897 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,750 shares; 2024Q4: not reported; 2025Q1: 145,105 shares; 2025Q2: 148,454 shares; 2025Q3: 155,041 shares; 2025Q4: 159,280 shares 159,280 $8.22M 0.26% +4,239 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: 61,256 shares; 2024Q4: not reported; 2025Q1: 39,892 shares; 2025Q2: 35,796 shares; 2025Q3: 33,323 shares; 2025Q4: 31,737 shares 31,737 $8.19M 0.26% -1,586 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,923 shares; 2024Q4: 236,004 shares; 2025Q1: 239,196 shares; 2025Q2: 248,180 shares; 2025Q3: 253,957 shares; 2025Q4: 169,669 shares 169,669 $8.14M 0.26% -84,288 Timeline IGSB 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: 144,564 shares; 2024Q4: 150,078 shares; 2025Q1: 152,126 shares; 2025Q2: 151,322 shares; 2025Q3: 150,794 shares; 2025Q4: 150,972 shares 150,972 $7.98M 0.26% +178 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: 87,594 shares; 2024Q4: not reported; 2025Q1: 90,063 shares; 2025Q2: 92,413 shares; 2025Q3: 94,545 shares; 2025Q4: 90,944 shares 90,944 $7.93M 0.25% -3,601 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: 37,287 shares; 2024Q4: 37,165 shares; 2025Q1: 34,206 shares; 2025Q2: 30,369 shares; 2025Q3: 30,862 shares; 2025Q4: 26,503 shares 26,503 $7.85M 0.25% -4,359 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: 129,290 shares; 2024Q4: 119,528 shares; 2025Q1: 117,889 shares; 2025Q2: 111,429 shares; 2025Q3: 110,137 shares; 2025Q4: 100,778 shares 100,778 $7.76M 0.25% -9,359 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: 51,044 shares; 2024Q4: 52,080 shares; 2025Q1: 43,405 shares; 2025Q2: 40,682 shares; 2025Q3: 39,702 shares; 2025Q4: 39,821 shares 39,821 $7.63M 0.24% +119 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: 87,205 shares; 2024Q4: not reported; 2025Q1: 84,269 shares; 2025Q2: 78,605 shares; 2025Q3: 99,043 shares; 2025Q4: 94,546 shares 94,546 $7.45M 0.24% -4,497 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,892 shares; 2024Q4: 264,872 shares; 2025Q1: 269,958 shares; 2025Q2: 271,247 shares; 2025Q3: 277,666 shares; 2025Q4: 229,300 shares 229,300 $7.26M 0.23% -48,366 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,748 shares; 2024Q4: 45,186 shares; 2025Q1: 44,359 shares; 2025Q2: 44,743 shares; 2025Q3: 44,653 shares; 2025Q4: 44,496 shares 44,496 $7.19M 0.23% -157 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: 30,126 shares; 2024Q4: not reported; 2025Q1: 34,183 shares; 2025Q2: 36,572 shares; 2025Q3: 59,153 shares; 2025Q4: 49,888 shares 49,888 $7.18M 0.23% -9,265 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,881 shares; 2024Q4: 373,218 shares; 2025Q1: 404,867 shares; 2025Q2: 437,579 shares; 2025Q3: 479,199 shares; 2025Q4: 235,880 shares 235,880 $7.12M 0.23% -243,319 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: 15,336 shares; 2024Q4: not reported; 2025Q1: 13,247 shares; 2025Q2: 13,848 shares; 2025Q3: 18,134 shares; 2025Q4: 14,450 shares 14,450 $7.05M 0.23% -3,684 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,009 shares; 2024Q4: 375,259 shares; 2025Q1: 387,604 shares; 2025Q2: 395,881 shares; 2025Q3: 413,300 shares; 2025Q4: 302,980 shares 302,980 $6.94M 0.22% -110,320 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,889 shares 126,889 $6.88M 0.22% new Timeline PRFZ 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: 191,952 shares; 2024Q4: 190,636 shares; 2025Q1: 209,521 shares; 2025Q2: 217,953 shares; 2025Q3: 219,326 shares; 2025Q4: 147,660 shares 147,660 $6.78M 0.22% -71,666 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: 9,458 shares; 2024Q4: 9,219 shares; 2025Q1: 9,594 shares; 2025Q2: 9,251 shares; 2025Q3: 9,794 shares; 2025Q4: 10,228 shares 10,228 $6.78M 0.22% +434 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,572 shares; 2024Q4: 26,698 shares; 2025Q1: 26,327 shares; 2025Q2: 23,934 shares; 2025Q3: 23,611 shares; 2025Q4: 22,402 shares 22,402 $6.75M 0.22% -1,209 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: 5,782 shares; 2025Q1: 5,935 shares; 2025Q2: 7,158 shares; 2025Q3: 7,157 shares; 2025Q4: 6,262 shares 6,262 $6.7M 0.22% -895 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: 12,423 shares; 2024Q4: 12,007 shares; 2025Q1: 12,042 shares; 2025Q2: 12,718 shares; 2025Q3: 12,643 shares; 2025Q4: 11,625 shares 11,625 $6.63M 0.21% -1,018 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: 22,243 shares; 2024Q4: 26,337 shares; 2025Q1: 27,928 shares; 2025Q2: 22,995 shares; 2025Q3: 21,578 shares; 2025Q4: 20,247 shares 20,247 $6.63M 0.21% -1,331 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: 62,605 shares; 2024Q4: 57,156 shares; 2025Q1: 55,310 shares; 2025Q2: 54,886 shares; 2025Q3: 55,275 shares; 2025Q4: 53,825 shares 53,825 $6.61M 0.21% -1,450 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: 110,692 shares; 2024Q4: 133,470 shares; 2025Q1: 134,132 shares; 2025Q2: 129,696 shares; 2025Q3: 120,318 shares; 2025Q4: 113,509 shares 113,509 $6.6M 0.21% -6,809 Timeline LDUR 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: 95,454 shares; 2024Q4: 95,978 shares; 2025Q1: 97,199 shares; 2025Q2: 98,192 shares; 2025Q3: 99,523 shares; 2025Q4: 67,853 shares 67,853 $6.51M 0.21% -31,670 Timeline TAXF 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: 38,695 shares; 2024Q4: 105,940 shares; 2025Q1: 108,012 shares; 2025Q2: 113,495 shares; 2025Q3: 120,649 shares; 2025Q4: 127,063 shares 127,063 $6.4M 0.21% +6,414 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,600 shares; 2025Q3: 77,333 shares; 2025Q4: 81,926 shares 81,926 $6.4M 0.21% +4,593 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,963 shares; 2024Q4: 122,126 shares; 2025Q1: 136,663 shares; 2025Q2: 141,141 shares; 2025Q3: 141,486 shares; 2025Q4: 140,093 shares 140,093 $6.37M 0.2% -1,393 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: 49,619 shares; 2024Q4: not reported; 2025Q1: 20,158 shares; 2025Q2: 20,724 shares; 2025Q3: 20,791 shares; 2025Q4: 21,622 shares 21,622 $6.28M 0.2% +831 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: 18,839 shares; 2024Q4: 17,769 shares; 2025Q1: 18,301 shares; 2025Q2: 19,798 shares; 2025Q3: 22,603 shares; 2025Q4: 20,231 shares 20,231 $6.23M 0.2% -2,372 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: 16,578 shares; 2024Q4: 15,623 shares; 2025Q1: 16,157 shares; 2025Q2: 16,332 shares; 2025Q3: 16,893 shares; 2025Q4: 16,659 shares 16,659 $6.16M 0.2% -234 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: 115,876 shares; 2024Q4: not reported; 2025Q1: 74,024 shares; 2025Q2: 79,463 shares; 2025Q3: 84,862 shares; 2025Q4: 143,626 shares 143,626 $6.13M 0.2% +58,764 Timeline PWB 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: 52,513 shares; 2024Q4: 51,316 shares; 2025Q1: 50,809 shares; 2025Q2: 49,788 shares; 2025Q3: 49,648 shares; 2025Q4: 47,850 shares 47,850 $6.08M 0.2% -1,798 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: 14,849 shares; 2024Q4: 32,615 shares; 2025Q1: 32,846 shares; 2025Q2: 33,749 shares; 2025Q3: 33,897 shares; 2025Q4: 33,898 shares 33,898 $6.02M 0.19% +1 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: 20,365 shares; 2024Q4: not reported; 2025Q1: 16,335 shares; 2025Q2: 17,113 shares; 2025Q3: 18,609 shares; 2025Q4: 19,597 shares 19,597 $5.96M 0.19% +988 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,200 shares; 2024Q4: 44,424 shares; 2025Q1: 44,961 shares; 2025Q2: 46,256 shares; 2025Q3: 47,058 shares; 2025Q4: 47,017 shares 47,017 $5.95M 0.19% -41 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: 111,549 shares; 2024Q4: not reported; 2025Q1: 117,125 shares; 2025Q2: 127,535 shares; 2025Q3: 53,722 shares; 2025Q4: 30,651 shares 30,651 $5.85M 0.19% -23,071 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: 31,001 shares; 2024Q4: not reported; 2025Q1: 26,060 shares; 2025Q2: 25,790 shares; 2025Q3: 27,291 shares; 2025Q4: 26,531 shares 26,531 $5.83M 0.19% -760 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: 9,268 shares; 2024Q4: 7,563 shares; 2025Q1: 8,593 shares; 2025Q2: 8,181 shares; 2025Q3: 8,549 shares; 2025Q4: 61,655 shares 61,655 $5.78M 0.19% +53,106 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: 50,788 shares; 2024Q4: not reported; 2025Q1: 60,276 shares; 2025Q2: 57,924 shares; 2025Q3: 62,606 shares; 2025Q4: 40,057 shares 40,057 $5.75M 0.18% -22,549 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: 16,953 shares; 2024Q4: 13,944 shares; 2025Q1: 13,850 shares; 2025Q2: 12,712 shares; 2025Q3: 11,981 shares; 2025Q4: 12,089 shares 12,089 $5.72M 0.18% +108 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,390 shares; 2024Q4: 174,363 shares; 2025Q1: 202,349 shares; 2025Q2: 203,856 shares; 2025Q3: 204,979 shares; 2025Q4: 202,935 shares 202,935 $5.68M 0.18% -2,044 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,420 shares; 2025Q2: 99,128 shares; 2025Q3: 105,435 shares; 2025Q4: 112,044 shares 112,044 $5.67M 0.18% +6,609 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,605 shares; 2024Q4: not reported; 2025Q1: 360,231 shares; 2025Q2: 268,831 shares; 2025Q3: 176,515 shares; 2025Q4: 172,980 shares 172,980 $5.64M 0.18% -3,535 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: 34,215 shares; 2024Q4: 31,971 shares; 2025Q1: 34,657 shares; 2025Q2: 34,812 shares; 2025Q3: 36,817 shares; 2025Q4: 30,395 shares 30,395 $5.57M 0.18% -6,422 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,903 shares; 2024Q4: not reported; 2025Q1: 301,980 shares; 2025Q2: 253,610 shares; 2025Q3: 247,764 shares; 2025Q4: 227,350 shares 227,350 $5.54M 0.18% -20,414 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: 36,878 shares; 2024Q4: 35,857 shares; 2025Q1: 35,867 shares; 2025Q2: 35,238 shares; 2025Q3: 35,873 shares; 2025Q4: 35,770 shares 35,770 $5.53M 0.18% -103 Timeline FREL 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: 224,225 shares; 2024Q4: 223,874 shares; 2025Q1: 234,589 shares; 2025Q2: 240,990 shares; 2025Q3: 257,157 shares; 2025Q4: 204,833 shares 204,833 $5.51M 0.18% -52,324 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: 4,628 shares; 2024Q4: 4,232 shares; 2025Q1: 8,661 shares; 2025Q2: 8,307 shares; 2025Q3: 8,591 shares; 2025Q4: 8,327 shares 8,327 $5.44M 0.17% -264 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,790 shares; 2024Q4: 202,105 shares; 2025Q1: 212,889 shares; 2025Q2: 229,706 shares; 2025Q3: 225,461 shares; 2025Q4: 239,192 shares 239,192 $5.44M 0.17% +13,731 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,938 shares; 2024Q4: not reported; 2025Q1: 47,844 shares; 2025Q2: 46,832 shares; 2025Q3: 46,338 shares; 2025Q4: 40,825 shares 40,825 $5.44M 0.17% -5,513 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: 114,371 shares; 2024Q4: 105,176 shares; 2025Q1: 105,435 shares; 2025Q2: 106,811 shares; 2025Q3: 107,643 shares; 2025Q4: 98,314 shares 98,314 $5.41M 0.17% -9,329 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: 296,866 shares; 2025Q3: 301,478 shares; 2025Q4: 317,541 shares 317,541 $5.4M 0.17% +16,063 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: 14,998 shares; 2024Q4: 29,921 shares; 2025Q1: 31,609 shares; 2025Q2: 33,076 shares; 2025Q3: 34,350 shares; 2025Q4: 28,911 shares 28,911 $5.33M 0.17% -5,439 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,927 shares; 2024Q4: 173,522 shares; 2025Q1: 173,519 shares; 2025Q2: 181,140 shares; 2025Q3: 184,792 shares; 2025Q4: 143,158 shares 143,158 $5.27M 0.17% -41,634 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,972 shares; 2024Q4: not reported; 2025Q1: 8,443 shares; 2025Q2: 22,510 shares; 2025Q3: 26,959 shares; 2025Q4: 43,774 shares 43,774 $5.23M 0.17% +16,815 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: 76,448 shares; 2024Q4: 73,103 shares; 2025Q1: 72,487 shares; 2025Q2: 74,869 shares; 2025Q3: 75,432 shares; 2025Q4: 74,275 shares 74,275 $5.19M 0.17% -1,157 Timeline FNDC 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: 143,107 shares; 2024Q4: not reported; 2025Q1: 145,991 shares; 2025Q2: 142,753 shares; 2025Q3: 143,352 shares; 2025Q4: 115,235 shares 115,235 $5.13M 0.16% -28,117 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: 39,814 shares; 2024Q4: 42,599 shares; 2025Q1: 42,517 shares; 2025Q2: 40,433 shares; 2025Q3: 43,498 shares; 2025Q4: 42,882 shares 42,882 $5.12M 0.16% -616 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 11,796 shares; 2025Q1: 8,251 shares; 2025Q2: 18,238 shares; 2025Q3: 41,120 shares; 2025Q4: 101,623 shares 101,623 $5.05M 0.16% +60,503 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: 11,738 shares; 2024Q4: 11,389 shares; 2025Q1: 11,340 shares; 2025Q2: 11,355 shares; 2025Q3: 11,219 shares; 2025Q4: 10,678 shares 10,678 $4.97M 0.16% -541 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,517 shares; 2024Q4: 202,949 shares; 2025Q1: 207,587 shares; 2025Q2: 193,290 shares; 2025Q3: 185,984 shares; 2025Q4: 144,861 shares 144,861 $4.96M 0.16% -41,123 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,098 shares; 2024Q4: not reported; 2025Q1: 34,774 shares; 2025Q2: 34,789 shares; 2025Q3: 35,101 shares; 2025Q4: 37,155 shares 37,155 $4.9M 0.16% +2,054 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 4,758 shares; 2025Q1: 3,691 shares; 2025Q2: 16,955 shares; 2025Q3: 18,616 shares; 2025Q4: 19,162 shares 19,162 $4.85M 0.16% +546 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,790 shares; 2024Q4: not reported; 2025Q1: 77,271 shares; 2025Q2: 77,749 shares; 2025Q3: 78,238 shares; 2025Q4: 82,265 shares 82,265 $4.83M 0.16% +4,027 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,199 shares; 2024Q4: 184,396 shares; 2025Q1: 187,259 shares; 2025Q2: 177,754 shares; 2025Q3: 181,880 shares; 2025Q4: 145,965 shares 145,965 $4.81M 0.15% -35,915 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,709 shares; 2024Q4: not reported; 2025Q1: 46,642 shares; 2025Q2: 45,184 shares; 2025Q3: 48,777 shares; 2025Q4: 53,554 shares 53,554 $4.79M 0.15% +4,777 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: 26,709 shares; 2024Q4: 25,542 shares; 2025Q1: 25,875 shares; 2025Q2: 23,523 shares; 2025Q3: 25,874 shares; 2025Q4: 24,299 shares 24,299 $4.74M 0.15% -1,575 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: 99,880 shares; 2024Q4: 109,832 shares; 2025Q1: 111,829 shares; 2025Q2: 117,853 shares; 2025Q3: 119,829 shares; 2025Q4: 122,473 shares 122,473 $4.69M 0.15% +2,644 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 3,925 shares; 2025Q1: 3,903 shares; 2025Q2: 57,949 shares; 2025Q3: 57,701 shares; 2025Q4: 51,275 shares 51,275 $4.68M 0.15% -6,426 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,251 shares; 2024Q4: 174,244 shares; 2025Q1: 187,670 shares; 2025Q2: 188,531 shares; 2025Q3: 190,744 shares; 2025Q4: 202,781 shares 202,781 $4.67M 0.15% +12,037 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: 21,861 shares; 2024Q4: not reported; 2025Q1: 20,270 shares; 2025Q2: 19,819 shares; 2025Q3: 19,481 shares; 2025Q4: 17,355 shares 17,355 $4.6M 0.15% -2,126 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: 18,810 shares; 2024Q4: 17,250 shares; 2025Q1: 16,747 shares; 2025Q2: 16,823 shares; 2025Q3: 16,930 shares; 2025Q4: 14,947 shares 14,947 $4.57M 0.15% -1,983 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: 3,146 shares; 2024Q4: 3,057 shares; 2025Q1: 3,093 shares; 2025Q2: 3,322 shares; 2025Q3: 4,104 shares; 2025Q4: 3,744 shares 3,744 $4.55M 0.15% -360 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: 62,921 shares; 2024Q4: 62,443 shares; 2025Q1: 63,019 shares; 2025Q2: 67,758 shares; 2025Q3: 69,395 shares; 2025Q4: 70,235 shares 70,235 $4.52M 0.15% +840 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: 29,381 shares; 2024Q4: 29,736 shares; 2025Q1: 30,507 shares; 2025Q2: 46,979 shares; 2025Q3: 48,756 shares; 2025Q4: 43,002 shares 43,002 $4.46M 0.14% -5,754 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: 10,734 shares; 2024Q4: 10,540 shares; 2025Q1: 11,109 shares; 2025Q2: 11,136 shares; 2025Q3: 11,080 shares; 2025Q4: 9,126 shares 9,126 $4.41M 0.14% -1,954 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,821 shares; 2024Q4: 194,171 shares; 2025Q1: 210,620 shares; 2025Q2: 184,004 shares; 2025Q3: 182,245 shares; 2025Q4: 109,534 shares 109,534 $4.41M 0.14% -72,711 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: 22,339 shares; 2024Q4: not reported; 2025Q1: 21,366 shares; 2025Q2: 14,171 shares; 2025Q3: 13,829 shares; 2025Q4: 13,317 shares 13,317 $4.4M 0.14% -512 Timeline SDOG 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: 69,870 shares; 2024Q4: 69,069 shares; 2025Q1: 69,204 shares; 2025Q2: 69,789 shares; 2025Q3: 70,400 shares; 2025Q4: 71,959 shares 71,959 $4.35M 0.14% +1,559 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,079 shares; 2024Q4: 10,323 shares; 2025Q1: 10,341 shares; 2025Q2: 10,508 shares; 2025Q3: 10,855 shares; 2025Q4: 9,755 shares 9,755 $4.34M 0.14% -1,100 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,947 shares; 2025Q3: 8,327 shares; 2025Q4: 85,594 shares 85,594 $4.34M 0.14% +77,267 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: 78,705 shares; 2024Q4: 45,154 shares; 2025Q1: 46,420 shares; 2025Q2: 40,856 shares; 2025Q3: 43,861 shares; 2025Q4: 41,080 shares 41,080 $4.32M 0.14% -2,781 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: 11,520 shares; 2024Q4: not reported; 2025Q1: 13,616 shares; 2025Q2: 13,478 shares; 2025Q3: 26,562 shares; 2025Q4: 27,329 shares 27,329 $4.24M 0.14% +767 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,258 shares; 2024Q4: 78,877 shares; 2025Q1: 82,578 shares; 2025Q2: 81,833 shares; 2025Q3: 86,030 shares; 2025Q4: 88,012 shares 88,012 $4.23M 0.14% +1,982 Timeline VPL 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: 47,505 shares; 2024Q4: not reported; 2025Q1: 47,086 shares; 2025Q2: 47,343 shares; 2025Q3: 47,312 shares; 2025Q4: 46,726 shares 46,726 $4.22M 0.14% -586 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: 3,100 shares; 2024Q4: 1,968 shares; 2025Q1: 3,419 shares; 2025Q2: 3,855 shares; 2025Q3: 4,925 shares; 2025Q4: 4,803 shares 4,803 $4.22M 0.14% -122 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,273 shares; 2024Q4: 47,076 shares; 2025Q1: 48,159 shares; 2025Q2: 49,637 shares; 2025Q3: 51,823 shares; 2025Q4: 52,086 shares 52,086 $4.18M 0.13% +263 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: 10,559 shares; 2024Q4: 10,508 shares; 2025Q1: 10,589 shares; 2025Q2: 10,884 shares; 2025Q3: 11,495 shares; 2025Q4: 7,342 shares 7,342 $4.16M 0.13% -4,153 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,612 shares; 2024Q4: 25,789 shares; 2025Q1: 27,076 shares; 2025Q2: 28,306 shares; 2025Q3: 28,799 shares; 2025Q4: 28,830 shares 28,830 $4.15M 0.13% +31 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,039 shares; 2024Q4: 14,630 shares; 2025Q1: 16,294 shares; 2025Q2: 48,370 shares; 2025Q3: 55,988 shares; 2025Q4: 67,474 shares 67,474 $4.1M 0.13% +11,486 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: 37,936 shares; 2024Q4: 27,126 shares; 2025Q1: 20,206 shares; 2025Q2: 18,747 shares; 2025Q3: 19,904 shares; 2025Q4: 19,127 shares 19,127 $4.1M 0.13% -777 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: 19,945 shares; 2024Q4: not reported; 2025Q1: 19,184 shares; 2025Q2: 18,849 shares; 2025Q3: 19,038 shares; 2025Q4: 18,504 shares 18,504 $4.07M 0.13% -534 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: 10,514 shares; 2024Q4: 14,229 shares; 2025Q1: 16,860 shares; 2025Q2: 17,243 shares; 2025Q3: 18,286 shares; 2025Q4: 11,517 shares 11,517 $4.03M 0.13% -6,769 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,388 shares; 2024Q4: not reported; 2025Q1: 22,044 shares; 2025Q2: 19,061 shares; 2025Q3: 25,863 shares; 2025Q4: 25,807 shares 25,807 $3.99M 0.13% -56 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: 44,609 shares; 2024Q4: 41,563 shares; 2025Q1: 39,834 shares; 2025Q2: 39,020 shares; 2025Q3: 38,998 shares; 2025Q4: 34,730 shares 34,730 $3.95M 0.13% -4,268 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: 34,325 shares; 2024Q4: 33,342 shares; 2025Q1: 33,376 shares; 2025Q2: 33,498 shares; 2025Q3: 34,188 shares; 2025Q4: 35,213 shares 35,213 $3.95M 0.13% +1,025 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: 32,063 shares; 2024Q4: not reported; 2025Q1: 32,356 shares; 2025Q2: 31,000 shares; 2025Q3: 31,239 shares; 2025Q4: 16,994 shares 16,994 $3.93M 0.13% -14,245 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,830 shares; 2024Q4: 180,469 shares; 2025Q1: 185,859 shares; 2025Q2: 149,492 shares; 2025Q3: 144,740 shares; 2025Q4: 88,819 shares 88,819 $3.88M 0.12% -55,921 Timeline EPI 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: 4,464 shares; 2024Q4: not reported; 2025Q1: 6,837 shares; 2025Q2: 67,404 shares; 2025Q3: 72,874 shares; 2025Q4: 82,793 shares 82,793 $3.83M 0.12% +9,919 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,118 shares; 2024Q4: 241,883 shares; 2025Q1: 258,493 shares; 2025Q2: 261,811 shares; 2025Q3: 263,001 shares; 2025Q4: 62,469 shares 62,469 $3.82M 0.12% -200,532 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: 79,405 shares; 2024Q4: 31,101 shares; 2025Q1: 34,578 shares; 2025Q2: 35,320 shares; 2025Q3: 37,641 shares; 2025Q4: 38,183 shares 38,183 $3.81M 0.12% +542 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: 57,502 shares 57,502 $3.76M 0.12% new 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: 29,520 shares; 2024Q4: 25,028 shares; 2025Q1: 24,955 shares; 2025Q2: 38,392 shares; 2025Q3: 45,167 shares; 2025Q4: 29,885 shares 29,885 $3.74M 0.12% -15,282 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: 117,445 shares; 2024Q4: not reported; 2025Q1: 120,895 shares; 2025Q2: 117,036 shares; 2025Q3: 120,048 shares; 2025Q4: 91,493 shares 91,493 $3.73M 0.12% -28,555 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,451 shares; 2024Q4: 303,989 shares; 2025Q1: 311,883 shares; 2025Q2: 355,078 shares; 2025Q3: 368,013 shares; 2025Q4: 382,305 shares 382,305 $3.67M 0.12% +14,292 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: 26,444 shares; 2024Q4: 24,722 shares; 2025Q1: 25,588 shares; 2025Q2: 31,683 shares; 2025Q3: 32,456 shares; 2025Q4: 30,676 shares 30,676 $3.6M 0.12% -1,780 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,757 shares; 2024Q4: 226,862 shares; 2025Q1: 234,824 shares; 2025Q2: 258,527 shares; 2025Q3: 268,940 shares; 2025Q4: 278,702 shares 278,702 $3.6M 0.12% +9,762 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,138 shares; 2024Q4: 165,590 shares; 2025Q1: 172,441 shares; 2025Q2: 195,948 shares; 2025Q3: 198,156 shares; 2025Q4: 135,199 shares 135,199 $3.59M 0.12% -62,957 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,876 shares; 2024Q4: not reported; 2025Q1: 10,881 shares; 2025Q2: 9,402 shares; 2025Q3: 9,480 shares; 2025Q4: 9,422 shares 9,422 $3.58M 0.11% -58 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: 10,477 shares; 2024Q4: not reported; 2025Q1: 11,241 shares; 2025Q2: 11,264 shares; 2025Q3: 12,017 shares; 2025Q4: 12,724 shares 12,724 $3.55M 0.11% +707 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: 41,279 shares; 2024Q4: not reported; 2025Q1: 53,791 shares; 2025Q2: 44,256 shares; 2025Q3: 45,848 shares; 2025Q4: 78,204 shares 78,204 $3.5M 0.11% +32,356 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 18,203 shares; 2025Q1: 19,898 shares; 2025Q2: 31,794 shares; 2025Q3: 52,557 shares; 2025Q4: 69,536 shares 69,536 $3.46M 0.11% +16,979 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,064 shares; 2024Q4: 38,427 shares; 2025Q1: 36,217 shares; 2025Q2: 33,353 shares; 2025Q3: 34,145 shares; 2025Q4: 32,317 shares 32,317 $3.45M 0.11% -1,828 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: 10,977 shares; 2024Q4: 9,678 shares; 2025Q1: 9,235 shares; 2025Q2: 9,075 shares; 2025Q3: 11,297 shares; 2025Q4: 10,816 shares 10,816 $3.44M 0.11% -481 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: 24,092 shares; 2024Q4: 23,803 shares; 2025Q1: 26,814 shares; 2025Q2: 27,848 shares; 2025Q3: 33,486 shares; 2025Q4: 35,852 shares 35,852 $3.44M 0.11% +2,366 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,423 shares; 2024Q4: 208,090 shares; 2025Q1: 48,700 shares; 2025Q2: 43,248 shares; 2025Q3: 43,628 shares; 2025Q4: 43,758 shares 43,758 $3.37M 0.11% +130 Timeline CSB 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: 67,737 shares; 2024Q4: not reported; 2025Q1: 80,121 shares; 2025Q2: 78,103 shares; 2025Q3: 80,719 shares; 2025Q4: 57,270 shares 57,270 $3.36M 0.11% -23,449 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: 31,924 shares; 2024Q4: 28,026 shares; 2025Q1: 28,277 shares; 2025Q2: 28,000 shares; 2025Q3: 31,564 shares; 2025Q4: 23,362 shares 23,362 $3.35M 0.11% -8,202 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: 182,555 shares; 2024Q4: 123,533 shares; 2025Q1: 118,687 shares; 2025Q2: 118,315 shares; 2025Q3: 21,970 shares; 2025Q4: 27,298 shares 27,298 $3.28M 0.11% +5,328 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 2,949 shares; 2025Q1: 3,122 shares; 2025Q2: 2,902 shares; 2025Q3: 3,065 shares; 2025Q4: 17,743 shares 17,743 $3.27M 0.1% +14,678 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,386 shares; 2024Q4: not reported; 2025Q1: 66,161 shares; 2025Q2: 70,283 shares; 2025Q3: 72,112 shares; 2025Q4: 65,253 shares 65,253 $3.23M 0.1% -6,859 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,211 shares; 2024Q4: 56,244 shares; 2025Q1: 55,252 shares; 2025Q2: 56,263 shares; 2025Q3: 57,194 shares; 2025Q4: 58,357 shares 58,357 $3.19M 0.1% +1,163 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,233 shares; 2024Q4: not reported; 2025Q1: 21,359 shares; 2025Q2: 20,888 shares; 2025Q3: 40,352 shares; 2025Q4: 40,705 shares 40,705 $3.17M 0.1% +353 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,582 shares; 2025Q3: 64,668 shares; 2025Q4: 66,361 shares 66,361 $3.16M 0.1% +1,693 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,249 shares; 2024Q4: not reported; 2025Q1: 37,390 shares; 2025Q2: 45,683 shares; 2025Q3: 48,435 shares; 2025Q4: 52,536 shares 52,536 $3.15M 0.1% +4,101 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,675 shares; 2025Q2: 3,420 shares; 2025Q3: 3,604 shares; 2025Q4: 19,476 shares 19,476 $3.14M 0.1% +15,872 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,326 shares; 2024Q4: 21,978 shares; 2025Q1: 21,224 shares; 2025Q2: 23,124 shares; 2025Q3: 23,278 shares; 2025Q4: 19,549 shares 19,549 $3.14M 0.1% -3,729 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: 45,090 shares; 2024Q4: not reported; 2025Q1: 161,217 shares; 2025Q2: 107,764 shares; 2025Q3: 110,208 shares; 2025Q4: 104,909 shares 104,909 $3.11M 0.1% -5,299 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,845 shares; 2024Q4: not reported; 2025Q1: 116,456 shares; 2025Q2: 116,258 shares; 2025Q3: 116,608 shares; 2025Q4: 96,711 shares 96,711 $3.1M 0.1% -19,897 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 3,246 shares; 2025Q1: 3,118 shares; 2025Q2: 5,511 shares; 2025Q3: 5,876 shares; 2025Q4: 5,443 shares 5,443 $3.09M 0.1% -433 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: 15,039 shares; 2024Q4: 15,209 shares; 2025Q1: 15,029 shares; 2025Q2: 19,330 shares; 2025Q3: 18,939 shares; 2025Q4: 17,539 shares 17,539 $3.08M 0.1% -1,400 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,296 shares; 2025Q1: 13,274 shares; 2025Q2: 28,384 shares; 2025Q3: 50,479 shares; 2025Q4: 63,702 shares 63,702 $3.06M 0.1% +13,223 Timeline AVLV 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: 31,183 shares; 2024Q4: 33,190 shares; 2025Q1: 35,120 shares; 2025Q2: 37,412 shares; 2025Q3: 38,040 shares; 2025Q4: 40,277 shares 40,277 $3.05M 0.1% +2,237 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: 71,404 shares; 2024Q4: 71,595 shares; 2025Q1: 70,939 shares; 2025Q2: 71,458 shares; 2025Q3: 72,550 shares; 2025Q4: 52,794 shares 52,794 $3.04M 0.1% -19,756 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,248 shares; 2025Q2: 317,566 shares; 2025Q3: 318,622 shares; 2025Q4: 110,605 shares 110,605 $3.02M 0.1% -208,017 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: 27,935 shares; 2024Q4: not reported; 2025Q1: 28,994 shares; 2025Q2: 28,481 shares; 2025Q3: 70,920 shares; 2025Q4: 54,865 shares 54,865 $3M 0.1% -16,055 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: 19,039 shares; 2024Q4: 15,574 shares; 2025Q1: 16,131 shares; 2025Q2: 16,473 shares; 2025Q3: 15,172 shares; 2025Q4: 15,325 shares 15,325 $2.99M 0.1% +153 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,505 shares; 2024Q4: 101,804 shares; 2025Q1: 114,729 shares; 2025Q2: 124,745 shares; 2025Q3: 140,690 shares; 2025Q4: 59,539 shares 59,539 $2.98M 0.1% -81,151 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,272 shares; 2024Q4: not reported; 2025Q1: 31,191 shares; 2025Q2: 33,588 shares; 2025Q3: 33,126 shares; 2025Q4: 44,128 shares 44,128 $2.98M 0.1% +11,002 Timeline HYDB 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: 25,640 shares; 2024Q4: 37,132 shares; 2025Q1: 43,103 shares; 2025Q2: 45,373 shares; 2025Q3: 57,097 shares; 2025Q4: 62,417 shares 62,417 $2.96M 0.09% +5,320 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: 168,965 shares; 2024Q4: 173,796 shares; 2025Q1: 168,051 shares; 2025Q2: 152,898 shares; 2025Q3: 155,774 shares; 2025Q4: 118,192 shares 118,192 $2.94M 0.09% -37,582 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,642 shares; 2024Q4: 110,837 shares; 2025Q1: 110,506 shares; 2025Q2: 90,734 shares; 2025Q3: 91,253 shares; 2025Q4: 65,938 shares 65,938 $2.93M 0.09% -25,315 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,161 shares; 2024Q4: not reported; 2025Q1: 183,132 shares; 2025Q2: 174,175 shares; 2025Q3: 114,564 shares; 2025Q4: 115,687 shares 115,687 $2.9M 0.09% +1,123 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: 24,647 shares; 2024Q4: 25,100 shares; 2025Q1: 25,714 shares; 2025Q2: 27,031 shares; 2025Q3: 27,316 shares; 2025Q4: 28,338 shares 28,338 $2.89M 0.09% +1,022 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: 161,191 shares; 2024Q4: 162,157 shares; 2025Q1: 172,153 shares; 2025Q2: 173,122 shares; 2025Q3: 174,846 shares; 2025Q4: 41,350 shares 41,350 $2.88M 0.09% -133,496 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: 42,852 shares; 2024Q4: 19,206 shares; 2025Q1: 37,013 shares; 2025Q2: 36,795 shares; 2025Q3: 36,257 shares; 2025Q4: 36,163 shares 36,163 $2.87M 0.09% -94 Timeline EAGG 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: 155,872 shares; 2024Q4: 147,394 shares; 2025Q1: 79,678 shares; 2025Q2: 72,485 shares; 2025Q3: 71,932 shares; 2025Q4: 59,969 shares 59,969 $2.87M 0.09% -11,963 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: 4,848 shares; 2024Q4: not reported; 2025Q1: 4,458 shares; 2025Q2: 4,908 shares; 2025Q3: 6,028 shares; 2025Q4: 4,919 shares 4,919 $2.85M 0.09% -1,109 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: 13,147 shares; 2025Q1: 14,308 shares; 2025Q2: 14,766 shares; 2025Q3: 15,386 shares; 2025Q4: 16,638 shares 16,638 $2.85M 0.09% +1,252 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,866 shares; 2024Q4: 25,992 shares; 2025Q1: 67,747 shares; 2025Q2: 89,112 shares; 2025Q3: 98,742 shares; 2025Q4: 104,686 shares 104,686 $2.82M 0.09% +5,944 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,041 shares; 2025Q2: 23,419 shares; 2025Q3: 23,890 shares; 2025Q4: 24,155 shares 24,155 $2.8M 0.09% +265 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,497 shares; 2024Q4: not reported; 2025Q1: 34,031 shares; 2025Q2: 30,295 shares; 2025Q3: 33,624 shares; 2025Q4: 31,370 shares 31,370 $2.78M 0.09% -2,254 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: 30,323 shares; 2024Q4: 32,147 shares; 2025Q1: 33,410 shares; 2025Q2: 36,287 shares; 2025Q3: 34,527 shares; 2025Q4: 34,096 shares 34,096 $2.74M 0.09% -431 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,282 shares; 2024Q4: not reported; 2025Q1: 124,218 shares; 2025Q2: 99,044 shares; 2025Q3: 79,742 shares; 2025Q4: 60,425 shares 60,425 $2.73M 0.09% -19,317 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: 35,704 shares; 2024Q4: not reported; 2025Q1: 31,375 shares; 2025Q2: 26,685 shares; 2025Q3: 29,937 shares; 2025Q4: 29,174 shares 29,174 $2.72M 0.09% -763 Timeline SPMB 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: 117,994 shares; 2024Q4: 114,275 shares; 2025Q1: 119,896 shares; 2025Q2: 117,127 shares; 2025Q3: 115,586 shares; 2025Q4: 121,064 shares 121,064 $2.71M 0.09% +5,478 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,756 shares; 2024Q4: 32,204 shares; 2025Q1: 29,925 shares; 2025Q2: 30,597 shares; 2025Q3: 28,543 shares; 2025Q4: 25,124 shares 25,124 $2.69M 0.09% -3,419 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,237 shares; 2024Q4: 24,480 shares; 2025Q1: 23,838 shares; 2025Q2: 30,758 shares; 2025Q3: 31,089 shares; 2025Q4: 52,856 shares 52,856 $2.69M 0.09% +21,767 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: not reported; 2024Q4: not reported; 2025Q1: 6,331 shares; 2025Q2: 5,758 shares; 2025Q3: 6,022 shares; 2025Q4: 6,344 shares 6,344 $2.68M 0.09% +322 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,752 shares; 2024Q4: not reported; 2025Q1: 106,634 shares; 2025Q2: 107,360 shares; 2025Q3: 73,501 shares; 2025Q4: 91,354 shares 91,354 $2.67M 0.09% +17,853 Timeline BOXX 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: 9,274 shares; 2024Q4: 14,895 shares; 2025Q1: 16,054 shares; 2025Q2: 26,969 shares; 2025Q3: 23,450 shares; 2025Q4: 23,012 shares 23,012 $2.65M 0.08% -438 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,239 shares; 2024Q4: not reported; 2025Q1: 105,928 shares; 2025Q2: 109,272 shares; 2025Q3: 121,734 shares; 2025Q4: 115,086 shares 115,086 $2.64M 0.08% -6,648 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: 39,347 shares; 2024Q4: 28,333 shares; 2025Q1: 28,929 shares; 2025Q2: 28,818 shares; 2025Q3: 36,963 shares; 2025Q4: 32,690 shares 32,690 $2.64M 0.08% -4,273 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,055 shares; 2025Q1: 22,036 shares; 2025Q2: 24,043 shares; 2025Q3: 25,369 shares; 2025Q4: 20,082 shares 20,082 $2.63M 0.08% -5,287 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: 51,569 shares; 2024Q4: 63,824 shares; 2025Q1: 62,238 shares; 2025Q2: 62,541 shares; 2025Q3: 60,129 shares; 2025Q4: 51,652 shares 51,652 $2.63M 0.08% -8,477 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,603 shares; 2024Q4: 29,486 shares; 2025Q1: 29,798 shares; 2025Q2: 34,995 shares; 2025Q3: 35,163 shares; 2025Q4: 35,021 shares 35,021 $2.63M 0.08% -142 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: 171,675 shares; 2024Q4: 35,748 shares; 2025Q1: 34,893 shares; 2025Q2: 36,033 shares; 2025Q3: 38,956 shares; 2025Q4: 39,005 shares 39,005 $2.62M 0.08% +49 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,894 shares; 2024Q4: 14,407 shares; 2025Q1: 24,752 shares; 2025Q2: 29,626 shares; 2025Q3: 33,033 shares; 2025Q4: 35,890 shares 35,890 $2.55M 0.08% +2,857 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: 10,604 shares; 2024Q4: 10,012 shares; 2025Q1: 10,015 shares; 2025Q2: 10,770 shares; 2025Q3: 10,799 shares; 2025Q4: 10,362 shares 10,362 $2.51M 0.08% -437 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: 47,999 shares; 2024Q4: 46,741 shares; 2025Q1: 43,765 shares; 2025Q2: 43,331 shares; 2025Q3: 45,501 shares; 2025Q4: 27,124 shares 27,124 $2.51M 0.08% -18,377 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: not reported; 2025Q1: 6,388 shares; 2025Q2: 6,653 shares; 2025Q3: 6,801 shares; 2025Q4: 7,088 shares 7,088 $2.49M 0.08% +287 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,674 shares; 2024Q4: 133,394 shares; 2025Q1: 133,103 shares; 2025Q2: 32,772 shares; 2025Q3: 13,539 shares; 2025Q4: 11,802 shares 11,802 $2.48M 0.08% -1,737 Timeline SUSB 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: 243,590 shares; 2024Q4: 224,184 shares; 2025Q1: 151,847 shares; 2025Q2: 140,343 shares; 2025Q3: 136,399 shares; 2025Q4: 98,256 shares 98,256 $2.48M 0.08% -38,143 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: 112,309 shares; 2024Q4: not reported; 2025Q1: 54,490 shares; 2025Q2: 56,146 shares; 2025Q3: 57,140 shares; 2025Q4: 48,934 shares 48,934 $2.46M 0.08% -8,206 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,288 shares 41,288 $2.41M 0.08% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: not reported; 2025Q1: 13,165 shares; 2025Q2: 10,518 shares; 2025Q3: 28,124 shares; 2025Q4: 20,203 shares 20,203 $2.38M 0.08% -7,921 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: 16,799 shares; 2024Q4: not reported; 2025Q1: 16,894 shares; 2025Q2: 17,164 shares; 2025Q3: 17,256 shares; 2025Q4: 15,456 shares 15,456 $2.37M 0.08% -1,800 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,989 shares 37,989 $2.37M 0.08% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,383 shares; 2024Q4: 55,401 shares; 2025Q1: 53,990 shares; 2025Q2: 52,620 shares; 2025Q3: 50,926 shares; 2025Q4: 49,620 shares 49,620 $2.34M 0.07% -1,306 Timeline PFF 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: 192,205 shares; 2024Q4: 196,800 shares; 2025Q1: 208,201 shares; 2025Q2: 214,229 shares; 2025Q3: 219,138 shares; 2025Q4: 74,573 shares 74,573 $2.31M 0.07% -144,565 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,079 shares; 2024Q4: 52,079 shares; 2025Q1: 52,069 shares; 2025Q2: 52,161 shares; 2025Q3: 52,259 shares; 2025Q4: 52,237 shares 52,237 $2.3M 0.07% -22 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: 16,628 shares; 2024Q4: 16,536 shares; 2025Q1: 16,516 shares; 2025Q2: 20,377 shares; 2025Q3: 19,866 shares; 2025Q4: 16,555 shares 16,555 $2.28M 0.07% -3,311 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: 53,501 shares; 2024Q4: 50,938 shares; 2025Q1: 50,655 shares; 2025Q2: 50,324 shares; 2025Q3: 49,972 shares; 2025Q4: 47,584 shares 47,584 $2.28M 0.07% -2,388 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.07% 0 Timeline SHM 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: 43,746 shares; 2024Q4: not reported; 2025Q1: 43,842 shares; 2025Q2: 46,478 shares; 2025Q3: 47,796 shares; 2025Q4: 47,087 shares 47,087 $2.26M 0.07% -709 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,716 shares; 2024Q4: 34,852 shares; 2025Q1: 36,031 shares; 2025Q2: 36,702 shares; 2025Q3: 38,474 shares; 2025Q4: 41,811 shares 41,811 $2.25M 0.07% +3,337 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: 29,920 shares; 2024Q4: 19,891 shares; 2025Q1: 29,764 shares; 2025Q2: 24,352 shares; 2025Q3: 24,388 shares; 2025Q4: 23,388 shares 23,388 $2.25M 0.07% -1,000 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: 22,522 shares; 2024Q4: not reported; 2025Q1: 21,543 shares; 2025Q2: 20,260 shares; 2025Q3: 23,713 shares; 2025Q4: 22,509 shares 22,509 $2.23M 0.07% -1,204 Timeline IMCV 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: 25,742 shares; 2025Q3: 26,138 shares; 2025Q4: 27,074 shares 27,074 $2.23M 0.07% +936 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: 72,386 shares; 2024Q4: 42,839 shares; 2025Q1: 42,108 shares; 2025Q2: 39,858 shares; 2025Q3: 44,988 shares; 2025Q4: 47,568 shares 47,568 $2.23M 0.07% +2,580 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,983 shares; 2025Q1: 2,018 shares; 2025Q2: 2,028 shares; 2025Q3: 2,056 shares; 2025Q4: 6,713 shares 6,713 $2.21M 0.07% +4,657 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: 15,777 shares; 2024Q4: not reported; 2025Q1: 13,037 shares; 2025Q2: 18,983 shares; 2025Q3: 24,411 shares; 2025Q4: 22,045 shares 22,045 $2.2M 0.07% -2,366 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: 9,251 shares; 2024Q4: 8,416 shares; 2025Q1: 8,091 shares; 2025Q2: 8,070 shares; 2025Q3: 8,176 shares; 2025Q4: 7,046 shares 7,046 $2.2M 0.07% -1,130 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,436 shares; 2025Q3: 46,814 shares; 2025Q4: 52,329 shares 52,329 $2.19M 0.07% +5,515 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 7,571 shares; 2025Q1: 7,217 shares; 2025Q2: 8,034 shares; 2025Q3: 6,055 shares; 2025Q4: 6,170 shares 6,170 $2.16M 0.07% +115 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,066 shares; 2024Q4: 72,819 shares; 2025Q1: 76,647 shares; 2025Q2: 76,637 shares; 2025Q3: 74,876 shares; 2025Q4: 58,667 shares 58,667 $2.16M 0.07% -16,209 Timeline REGL 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: 27,716 shares; 2024Q4: 28,859 shares; 2025Q1: 28,256 shares; 2025Q2: 27,923 shares; 2025Q3: 29,831 shares; 2025Q4: 25,591 shares 25,591 $2.16M 0.07% -4,240 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 7,326 shares; 2025Q1: 7,852 shares; 2025Q2: 7,490 shares; 2025Q3: 6,948 shares; 2025Q4: 6,204 shares 6,204 $2.13M 0.07% -744 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: 39,228 shares; 2024Q4: not reported; 2025Q1: 36,196 shares; 2025Q2: 17,225 shares; 2025Q3: 12,399 shares; 2025Q4: 12,247 shares 12,247 $2.12M 0.07% -152 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,454 shares; 2024Q4: not reported; 2025Q1: 68,470 shares; 2025Q2: 73,153 shares; 2025Q3: 35,685 shares; 2025Q4: 27,096 shares 27,096 $2.1M 0.07% -8,589 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,273 shares; 2024Q4: 29,579 shares; 2025Q1: 34,482 shares; 2025Q2: 41,342 shares; 2025Q3: 60,256 shares; 2025Q4: 56,729 shares 56,729 $2.09M 0.07% -3,527 Timeline AOA 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: 9,683 shares; 2024Q4: 18,586 shares; 2025Q1: 11,240 shares; 2025Q2: 19,522 shares; 2025Q3: 20,782 shares; 2025Q4: 23,226 shares 23,226 $2.08M 0.07% +2,444 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,058 shares; 2024Q4: 77,388 shares; 2025Q1: 76,640 shares; 2025Q2: 73,720 shares; 2025Q3: 78,593 shares; 2025Q4: 67,071 shares 67,071 $2.08M 0.07% -11,522 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,886 shares; 2024Q4: 73,033 shares; 2025Q1: 56,688 shares; 2025Q2: 54,916 shares; 2025Q3: 53,948 shares; 2025Q4: 50,402 shares 50,402 $2.08M 0.07% -3,546 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: 13,167 shares; 2024Q4: 13,115 shares; 2025Q1: 13,229 shares; 2025Q2: 15,598 shares; 2025Q3: 16,434 shares; 2025Q4: 15,267 shares 15,267 $2.06M 0.07% -1,167 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: 38,485 shares; 2024Q4: 38,780 shares; 2025Q1: 37,273 shares; 2025Q2: 39,266 shares; 2025Q3: 41,783 shares; 2025Q4: 40,552 shares 40,552 $2.06M 0.07% -1,231 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 8,349 shares; 2025Q1: 9,162 shares; 2025Q2: 9,535 shares; 2025Q3: 9,906 shares; 2025Q4: 7,936 shares 7,936 $2.06M 0.07% -1,970 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: 7,641 shares; 2024Q4: 8,048 shares; 2025Q1: 8,664 shares; 2025Q2: 9,367 shares; 2025Q3: 9,697 shares; 2025Q4: 7,788 shares 7,788 $2M 0.06% -1,909 Timeline DEM 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: 41,855 shares; 2024Q4: not reported; 2025Q1: 42,108 shares; 2025Q2: 40,704 shares; 2025Q3: 44,245 shares; 2025Q4: 42,822 shares 42,822 $2M 0.06% -1,423 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: 2,059 shares; 2024Q4: 2,186 shares; 2025Q1: 4,769 shares; 2025Q2: 4,742 shares; 2025Q3: 4,388 shares; 2025Q4: 4,227 shares 4,227 $1.98M 0.06% -161 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: 27,883 shares; 2024Q4: 20,332 shares; 2025Q1: 18,457 shares; 2025Q2: 17,796 shares; 2025Q3: 17,642 shares; 2025Q4: 14,106 shares 14,106 $1.96M 0.06% -3,536 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: 10,095 shares; 2024Q4: 9,906 shares; 2025Q1: 9,929 shares; 2025Q2: 9,875 shares; 2025Q3: 9,844 shares; 2025Q4: 9,707 shares 9,707 $1.96M 0.06% -137 Timeline VIGI 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: 23,965 shares; 2024Q4: not reported; 2025Q1: 24,763 shares; 2025Q2: 24,518 shares; 2025Q3: 26,644 shares; 2025Q4: 21,306 shares 21,306 $1.95M 0.06% -5,338 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,242 shares; 2025Q1: 41,888 shares; 2025Q2: 51,155 shares; 2025Q3: 86,933 shares; 2025Q4: 92,331 shares 92,331 $1.93M 0.06% +5,398 Timeline CGCP 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: 82,959 shares; 2024Q4: 83,629 shares; 2025Q1: 90,623 shares; 2025Q2: 101,908 shares; 2025Q3: 102,545 shares; 2025Q4: 85,091 shares 85,091 $1.93M 0.06% -17,454 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: 134,096 shares; 2024Q4: 95,544 shares; 2025Q1: 45,858 shares; 2025Q2: 28,988 shares; 2025Q3: 27,381 shares; 2025Q4: 32,092 shares 32,092 $1.93M 0.06% +4,711 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: 89,584 shares; 2024Q4: 29,797 shares; 2025Q1: 51,932 shares; 2025Q2: 51,737 shares; 2025Q3: 51,194 shares; 2025Q4: 64,318 shares 64,318 $1.92M 0.06% +13,124 Timeline ESGE 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: 70,957 shares; 2024Q4: 70,813 shares; 2025Q1: 46,599 shares; 2025Q2: 43,215 shares; 2025Q3: 41,511 shares; 2025Q4: 43,271 shares 43,271 $1.91M 0.06% +1,760 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: 46,324 shares; 2024Q4: 9,562 shares; 2025Q1: 10,951 shares; 2025Q2: 12,837 shares; 2025Q3: 13,285 shares; 2025Q4: 12,853 shares 12,853 $1.91M 0.06% -432 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: 98,585 shares; 2024Q4: 99,240 shares; 2025Q1: 99,090 shares; 2025Q2: 91,654 shares; 2025Q3: 94,591 shares; 2025Q4: 59,494 shares 59,494 $1.91M 0.06% -35,097 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 8,332 shares; 2025Q2: 13,872 shares; 2025Q3: 13,935 shares; 2025Q4: 13,866 shares 13,866 $1.89M 0.06% -69 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: not reported; 2024Q4: 11,947 shares; 2025Q1: 20,198 shares; 2025Q2: 28,242 shares; 2025Q3: 36,299 shares; 2025Q4: 40,706 shares 40,706 $1.88M 0.06% +4,407 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: 4,066 shares; 2024Q4: 3,122 shares; 2025Q1: 3,053 shares; 2025Q2: 3,091 shares; 2025Q3: 8,062 shares; 2025Q4: 7,754 shares 7,754 $1.87M 0.06% -308 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 15,010 shares; 2025Q1: 38,732 shares; 2025Q2: 50,883 shares; 2025Q3: 56,643 shares; 2025Q4: 64,297 shares 64,297 $1.87M 0.06% +7,654 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: 22,672 shares; 2024Q4: 21,857 shares; 2025Q1: 21,841 shares; 2025Q2: 8,136 shares; 2025Q3: 7,724 shares; 2025Q4: 6,964 shares 6,964 $1.87M 0.06% -760 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 28,983 shares; 2025Q1: 77,437 shares; 2025Q2: 102,447 shares; 2025Q3: 114,048 shares; 2025Q4: 130,234 shares 130,234 $1.86M 0.06% +16,186 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: 119,126 shares; 2024Q4: 120,608 shares; 2025Q1: 126,328 shares; 2025Q2: 141,617 shares; 2025Q3: 143,182 shares; 2025Q4: 67,229 shares 67,229 $1.86M 0.06% -75,953 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: 4,295 shares; 2024Q4: 4,265 shares; 2025Q1: 4,250 shares; 2025Q2: 4,105 shares; 2025Q3: 4,067 shares; 2025Q4: 6,896 shares 6,896 $1.86M 0.06% +2,829 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: 79,018 shares; 2024Q4: 51,881 shares; 2025Q1: 51,017 shares; 2025Q2: 50,868 shares; 2025Q3: 49,515 shares; 2025Q4: 49,836 shares 49,836 $1.84M 0.06% +321 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,323 shares; 2024Q4: 42,146 shares; 2025Q1: 42,654 shares; 2025Q2: 32,563 shares; 2025Q3: 34,370 shares; 2025Q4: 36,491 shares 36,491 $1.83M 0.06% +2,121 Timeline RSPT 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: 39,821 shares; 2024Q4: 40,051 shares; 2025Q1: 40,296 shares; 2025Q2: 39,802 shares; 2025Q3: 39,535 shares; 2025Q4: 39,986 shares 39,986 $1.82M 0.06% +451 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: 8,242 shares; 2024Q4: 7,597 shares; 2025Q1: 7,333 shares; 2025Q2: 7,490 shares; 2025Q3: 7,595 shares; 2025Q4: 6,950 shares 6,950 $1.79M 0.06% -645 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,263 shares; 2024Q4: not reported; 2025Q1: 55,939 shares; 2025Q2: 55,944 shares; 2025Q3: 66,533 shares; 2025Q4: 67,369 shares 67,369 $1.78M 0.06% +836 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: 26,557 shares; 2024Q4: 26,944 shares; 2025Q1: 27,076 shares; 2025Q2: 27,017 shares; 2025Q3: 26,950 shares; 2025Q4: 26,479 shares 26,479 $1.78M 0.06% -471 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: 23,725 shares; 2024Q4: not reported; 2025Q1: 25,068 shares; 2025Q2: 26,435 shares; 2025Q3: 30,054 shares; 2025Q4: 23,618 shares 23,618 $1.78M 0.06% -6,436 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: 18,894 shares; 2024Q4: 17,381 shares; 2025Q1: 17,609 shares; 2025Q2: 16,238 shares; 2025Q3: 15,802 shares; 2025Q4: 10,377 shares 10,377 $1.77M 0.06% -5,425 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: 2,124 shares; 2024Q4: 2,039 shares; 2025Q1: 2,044 shares; 2025Q2: 2,152 shares; 2025Q3: 2,149 shares; 2025Q4: 2,018 shares 2,018 $1.77M 0.06% -131 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,212 shares; 2024Q4: not reported; 2025Q1: 229,820 shares; 2025Q2: 235,286 shares; 2025Q3: 37,854 shares; 2025Q4: 36,474 shares 36,474 $1.76M 0.06% -1,380 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,287 shares; 2024Q4: 48,654 shares; 2025Q1: 50,061 shares; 2025Q2: 52,004 shares; 2025Q3: 52,468 shares; 2025Q4: 54,192 shares 54,192 $1.76M 0.06% +1,724 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,318 shares; 2025Q3: 31,303 shares; 2025Q4: 35,478 shares 35,478 $1.74M 0.06% +4,175 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,316 shares 49,316 $1.74M 0.06% new Timeline TFLO 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: 67,011 shares; 2024Q4: 68,660 shares; 2025Q1: 57,429 shares; 2025Q2: 90,818 shares; 2025Q3: 71,963 shares; 2025Q4: 34,454 shares 34,454 $1.74M 0.06% -37,509 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,097 shares; 2024Q4: 7,898 shares; 2025Q1: 8,757 shares; 2025Q2: 38,544 shares; 2025Q3: 38,672 shares; 2025Q4: 33,981 shares 33,981 $1.73M 0.06% -4,691 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: 2,854 shares; 2024Q4: not reported; 2025Q1: 2,308 shares; 2025Q2: 2,243 shares; 2025Q3: 2,585 shares; 2025Q4: 2,291 shares 2,291 $1.73M 0.06% -294 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 10,027 shares; 2025Q1: 24,929 shares; 2025Q2: 25,033 shares; 2025Q3: 32,968 shares; 2025Q4: 33,331 shares 33,331 $1.7M 0.05% +363 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,863 shares; 2024Q4: 23,582 shares; 2025Q1: 27,605 shares; 2025Q2: 29,353 shares; 2025Q3: 31,365 shares; 2025Q4: 37,306 shares 37,306 $1.7M 0.05% +5,941 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: 7,034 shares; 2024Q4: 6,854 shares; 2025Q1: 7,120 shares; 2025Q2: 6,990 shares; 2025Q3: 7,126 shares; 2025Q4: 6,848 shares 6,848 $1.69M 0.05% -278 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: 479 shares; 2024Q4: 366 shares; 2025Q1: 365 shares; 2025Q2: 355 shares; 2025Q3: 362 shares; 2025Q4: 315 shares 315 $1.69M 0.05% -47 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,407 shares 33,407 $1.68M 0.05% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,367 shares; 2024Q4: 8,244 shares; 2025Q1: 13,055 shares; 2025Q2: 14,692 shares; 2025Q3: 14,505 shares; 2025Q4: 18,196 shares 18,196 $1.67M 0.05% +3,691 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,298 shares; 2025Q1: 1,189 shares; 2025Q2: 1,308 shares; 2025Q3: 1,553 shares; 2025Q4: 1,561 shares 1,561 $1.67M 0.05% +8 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: 17,535 shares; 2024Q4: 18,011 shares; 2025Q1: 18,069 shares; 2025Q2: 17,235 shares; 2025Q3: 16,893 shares; 2025Q4: 16,010 shares 16,010 $1.67M 0.05% -883 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: 46,254 shares; 2024Q4: 40,016 shares; 2025Q1: 40,419 shares; 2025Q2: 32,187 shares; 2025Q3: 30,112 shares; 2025Q4: 26,783 shares 26,783 $1.66M 0.05% -3,329 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: 3,211 shares; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,939 shares; 2025Q3: 3,778 shares; 2025Q4: 3,668 shares 3,668 $1.66M 0.05% -110 Timeline FSMB 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: 15,893 shares; 2025Q1: 47,828 shares; 2025Q2: 51,406 shares; 2025Q3: 77,138 shares; 2025Q4: 82,888 shares 82,888 $1.66M 0.05% +5,750 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: 103,378 shares; 2024Q4: 85,836 shares; 2025Q1: 77,600 shares; 2025Q2: 60,905 shares; 2025Q3: 67,207 shares; 2025Q4: 65,543 shares 65,543 $1.63M 0.05% -1,664 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: 89,547 shares; 2024Q4: 87,347 shares; 2025Q1: 92,462 shares; 2025Q2: 88,673 shares; 2025Q3: 75,970 shares; 2025Q4: 36,619 shares 36,619 $1.63M 0.05% -39,351 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: 16,693 shares; 2024Q4: 7,951 shares; 2025Q1: 7,974 shares; 2025Q2: 6,819 shares; 2025Q3: 8,450 shares; 2025Q4: 7,486 shares 7,486 $1.63M 0.05% -964 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,779 shares; 2024Q4: not reported; 2025Q1: 56,029 shares; 2025Q2: 57,454 shares; 2025Q3: 62,193 shares; 2025Q4: 63,643 shares 63,643 $1.62M 0.05% +1,450 Timeline SMMU 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: 19,952 shares; 2024Q4: 32,357 shares; 2025Q1: 32,300 shares; 2025Q2: 32,322 shares; 2025Q3: 35,139 shares; 2025Q4: 32,001 shares 32,001 $1.61M 0.05% -3,138 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,135 shares; 2025Q1: 1,132 shares; 2025Q2: 640 shares; 2025Q3: 654 shares; 2025Q4: 799 shares 799 $1.61M 0.05% +145 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: 6,260 shares; 2024Q4: 5,821 shares; 2025Q1: 6,072 shares; 2025Q2: 5,906 shares; 2025Q3: 5,965 shares; 2025Q4: 5,890 shares 5,890 $1.6M 0.05% -75 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: 7,302 shares; 2024Q4: not reported; 2025Q1: 5,297 shares; 2025Q2: 9,176 shares; 2025Q3: 3,806 shares; 2025Q4: 3,323 shares 3,323 $1.6M 0.05% -483 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,625 shares; 2025Q3: 28,318 shares; 2025Q4: 26,849 shares 26,849 $1.6M 0.05% -1,469 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: 20,595 shares; 2024Q4: 10,956 shares; 2025Q1: 10,622 shares; 2025Q2: 10,198 shares; 2025Q3: 10,342 shares; 2025Q4: 9,795 shares 9,795 $1.59M 0.05% -547 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: 7,613 shares; 2024Q4: 5,599 shares; 2025Q1: 7,379 shares; 2025Q2: 7,067 shares; 2025Q3: 6,587 shares; 2025Q4: 5,560 shares 5,560 $1.59M 0.05% -1,027 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,495 shares; 2024Q4: 19,455 shares; 2025Q1: 22,670 shares; 2025Q2: 22,267 shares; 2025Q3: 22,220 shares; 2025Q4: 21,732 shares 21,732 $1.58M 0.05% -488 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: 16,636 shares; 2024Q4: not reported; 2025Q1: 15,403 shares; 2025Q2: 15,752 shares; 2025Q3: 17,361 shares; 2025Q4: 17,760 shares 17,760 $1.57M 0.05% +399 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: 21,971 shares; 2024Q4: 21,838 shares; 2025Q1: 21,584 shares; 2025Q2: 23,974 shares; 2025Q3: 24,571 shares; 2025Q4: 29,878 shares 29,878 $1.57M 0.05% +5,307 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,342 shares; 2025Q1: 25,864 shares; 2025Q2: 32,264 shares; 2025Q3: 63,889 shares; 2025Q4: 91,839 shares 91,839 $1.55M 0.05% +27,950 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,553 shares; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,025 shares; 2025Q3: 3,588 shares; 2025Q4: 2,298 shares 2,298 $1.55M 0.05% -1,290 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: 14,745 shares; 2024Q4: 15,783 shares; 2025Q1: 25,320 shares; 2025Q2: 29,434 shares; 2025Q3: 31,610 shares; 2025Q4: 32,776 shares 32,776 $1.54M 0.05% +1,166 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,582 shares; 2024Q4: 37,588 shares; 2025Q1: 37,597 shares; 2025Q2: 37,215 shares; 2025Q3: 37,215 shares; 2025Q4: 37,215 shares 37,215 $1.54M 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,229 shares; 2024Q4: 85,983 shares; 2025Q1: 86,999 shares; 2025Q2: 85,958 shares; 2025Q3: 86,611 shares; 2025Q4: 84,299 shares 84,299 $1.54M 0.05% -2,312 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: 69,098 shares; 2024Q4: 76,571 shares; 2025Q1: 30,907 shares; 2025Q2: 43,831 shares; 2025Q3: 50,694 shares; 2025Q4: 30,172 shares 30,172 $1.53M 0.05% -20,522 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 2,898 shares; 2025Q1: 2,927 shares; 2025Q2: 4,383 shares; 2025Q3: 4,492 shares; 2025Q4: 3,975 shares 3,975 $1.52M 0.05% -517 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,559 shares; 2025Q1: 5,238 shares; 2025Q2: 8,097 shares; 2025Q3: 11,963 shares; 2025Q4: 10,940 shares 10,940 $1.51M 0.05% -1,023 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: 16,629 shares; 2024Q4: 10,993 shares; 2025Q1: 10,065 shares; 2025Q2: 9,976 shares; 2025Q3: 10,076 shares; 2025Q4: 12,131 shares 12,131 $1.5M 0.05% +2,055 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 7,248 shares; 2025Q1: 7,602 shares; 2025Q2: 7,909 shares; 2025Q3: 7,622 shares; 2025Q4: 7,507 shares 7,507 $1.49M 0.05% -115 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,996 shares; 2024Q4: 22,168 shares; 2025Q1: 13,238 shares; 2025Q2: 32,169 shares; 2025Q3: 23,877 shares; 2025Q4: 23,305 shares 23,305 $1.49M 0.05% -572 Timeline XSMO 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: 3,796 shares; 2024Q4: 3,934 shares; 2025Q1: 4,594 shares; 2025Q2: 7,391 shares; 2025Q3: 7,146 shares; 2025Q4: 20,534 shares 20,534 $1.48M 0.05% +13,388 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,427 shares; 2024Q4: 50,029 shares; 2025Q1: 31,860 shares; 2025Q2: 26,843 shares; 2025Q3: 25,336 shares; 2025Q4: 9,884 shares 9,884 $1.47M 0.05% -15,452 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,982 shares; 2024Q4: 36,032 shares; 2025Q1: 37,038 shares; 2025Q2: 36,776 shares; 2025Q3: 37,324 shares; 2025Q4: 38,404 shares 38,404 $1.47M 0.05% +1,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,033 shares; 2025Q4: 55,574 shares 55,574 $1.46M 0.05% +19,541 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: not reported; 2025Q1: 9,997 shares; 2025Q2: 10,388 shares; 2025Q3: 10,746 shares; 2025Q4: 10,919 shares 10,919 $1.45M 0.05% +173 Timeline GSIE 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: 97,395 shares; 2024Q4: 97,671 shares; 2025Q1: 88,912 shares; 2025Q2: 66,278 shares; 2025Q3: 57,096 shares; 2025Q4: 33,756 shares 33,756 $1.45M 0.05% -23,340 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 9,345 shares; 2025Q1: 9,869 shares; 2025Q2: 10,251 shares; 2025Q3: 10,306 shares; 2025Q4: 10,575 shares 10,575 $1.45M 0.05% +269 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,650 shares; 2025Q1: 2,661 shares; 2025Q2: 2,621 shares; 2025Q3: 2,523 shares; 2025Q4: 2,487 shares 2,487 $1.44M 0.05% -36 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: 5,657 shares; 2024Q4: not reported; 2025Q1: 5,232 shares; 2025Q2: 5,275 shares; 2025Q3: 5,553 shares; 2025Q4: 4,971 shares 4,971 $1.44M 0.05% -582 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,992 shares; 2025Q3: 16,542 shares; 2025Q4: 28,602 shares 28,602 $1.44M 0.05% +12,060 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 7,309 shares; 2025Q1: 7,132 shares; 2025Q2: 7,474 shares; 2025Q3: 7,942 shares; 2025Q4: 9,135 shares 9,135 $1.43M 0.05% +1,193 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: 21,554 shares; 2024Q4: 22,082 shares; 2025Q1: 22,379 shares; 2025Q2: 21,986 shares; 2025Q3: 21,801 shares; 2025Q4: 16,301 shares 16,301 $1.43M 0.05% -5,500 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: 12,970 shares; 2024Q4: 14,142 shares; 2025Q1: 15,037 shares; 2025Q2: 15,425 shares; 2025Q3: 17,251 shares; 2025Q4: 19,974 shares 19,974 $1.43M 0.05% +2,723 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: not reported; 2025Q1: 4,317 shares; 2025Q2: 4,469 shares; 2025Q3: 4,492 shares; 2025Q4: 3,951 shares 3,951 $1.42M 0.05% -541 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: 15,276 shares; 2024Q4: not reported; 2025Q1: 10,175 shares; 2025Q2: 12,070 shares; 2025Q3: 11,738 shares; 2025Q4: 11,593 shares 11,593 $1.41M 0.05% -145 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: 12,435 shares; 2024Q4: 12,158 shares; 2025Q1: 12,159 shares; 2025Q2: 11,913 shares; 2025Q3: 11,810 shares; 2025Q4: 10,919 shares 10,919 $1.41M 0.05% -891 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: 17,477 shares; 2024Q4: 18,108 shares; 2025Q1: 17,681 shares; 2025Q2: 15,410 shares; 2025Q3: 16,968 shares; 2025Q4: 17,264 shares 17,264 $1.4M 0.04% +296 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 8,805 shares; 2025Q1: not reported; 2025Q2: 4,790 shares; 2025Q3: 4,967 shares; 2025Q4: 15,312 shares 15,312 $1.4M 0.04% +10,345 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,829 shares; 2024Q4: 32,731 shares; 2025Q1: 33,777 shares; 2025Q2: 28,432 shares; 2025Q3: 27,322 shares; 2025Q4: 28,153 shares 28,153 $1.4M 0.04% +831 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: 918 shares; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,100 shares; 2025Q3: 4,250 shares; 2025Q4: 3,958 shares 3,958 $1.4M 0.04% -292 Timeline GSSC 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: 48,191 shares; 2024Q4: 51,156 shares; 2025Q1: 49,983 shares; 2025Q2: 39,166 shares; 2025Q3: 34,110 shares; 2025Q4: 18,449 shares 18,449 $1.4M 0.04% -15,661 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: 20,700 shares; 2024Q4: 17,809 shares; 2025Q1: 17,715 shares; 2025Q2: 18,566 shares; 2025Q3: 17,351 shares; 2025Q4: 14,894 shares 14,894 $1.39M 0.04% -2,457 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: not reported; 2025Q1: 7,987 shares; 2025Q2: 8,163 shares; 2025Q3: 7,672 shares; 2025Q4: 6,156 shares 6,156 $1.38M 0.04% -1,516 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: 5,918 shares; 2024Q4: not reported; 2025Q1: 6,593 shares; 2025Q2: 6,804 shares; 2025Q3: 6,787 shares; 2025Q4: 6,446 shares 6,446 $1.37M 0.04% -341 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,300 shares; 2024Q4: 35,692 shares; 2025Q1: 38,833 shares; 2025Q2: 30,158 shares; 2025Q3: 30,318 shares; 2025Q4: 39,106 shares 39,106 $1.36M 0.04% +8,788 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: 30,473 shares; 2024Q4: 19,054 shares; 2025Q1: 30,491 shares; 2025Q2: 30,280 shares; 2025Q3: 30,762 shares; 2025Q4: 25,194 shares 25,194 $1.36M 0.04% -5,568 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,781 shares; 2024Q4: 5,519 shares; 2025Q1: 7,554 shares; 2025Q2: 6,832 shares; 2025Q3: 7,032 shares; 2025Q4: 8,917 shares 8,917 $1.35M 0.04% +1,885 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,631 shares; 2024Q4: not reported; 2025Q1: 34,304 shares; 2025Q2: 33,068 shares; 2025Q3: 21,203 shares; 2025Q4: 58,468 shares 58,468 $1.35M 0.04% +37,265 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,300 shares; 2025Q1: 3,613 shares; 2025Q2: 4,161 shares; 2025Q3: 4,350 shares; 2025Q4: 4,308 shares 4,308 $1.35M 0.04% -42 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: 15,106 shares; 2024Q4: 15,136 shares; 2025Q1: 15,506 shares; 2025Q2: 15,736 shares; 2025Q3: 15,590 shares; 2025Q4: 15,788 shares 15,788 $1.35M 0.04% +198 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 5,303 shares; 2025Q1: 5,273 shares; 2025Q2: 7,063 shares; 2025Q3: 15,475 shares; 2025Q4: 26,002 shares 26,002 $1.34M 0.04% +10,527 Timeline ESGD 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: 49,912 shares; 2024Q4: 51,489 shares; 2025Q1: 31,881 shares; 2025Q2: 26,882 shares; 2025Q3: 25,343 shares; 2025Q4: 13,748 shares 13,748 $1.31M 0.04% -11,595 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 44,844 shares 44,844 $1.29M 0.04% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,618 shares; 2024Q4: 54,180 shares; 2025Q1: 51,943 shares; 2025Q2: 55,592 shares; 2025Q3: 54,746 shares; 2025Q4: 13,114 shares 13,114 $1.29M 0.04% -41,632 Timeline DDTS 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: 62,069 shares; 2025Q4: 60,199 shares 60,199 $1.29M 0.04% -1,870 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: 38,246 shares; 2024Q4: 35,299 shares; 2025Q1: 38,757 shares; 2025Q2: 39,739 shares; 2025Q3: 39,673 shares; 2025Q4: 35,409 shares 35,409 $1.28M 0.04% -4,264 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: 60,362 shares 60,362 $1.28M 0.04% new Timeline GARP 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: 7,679 shares; 2024Q4: 8,699 shares; 2025Q1: 14,018 shares; 2025Q2: 17,635 shares; 2025Q3: 18,736 shares; 2025Q4: 18,764 shares 18,764 $1.28M 0.04% +28 Timeline DHS 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: 10,682 shares; 2024Q4: not reported; 2025Q1: 12,056 shares; 2025Q2: 11,909 shares; 2025Q3: 11,791 shares; 2025Q4: 12,502 shares 12,502 $1.27M 0.04% +711 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: not reported; 2025Q1: 18,177 shares; 2025Q2: 19,242 shares; 2025Q3: 23,264 shares; 2025Q4: 33,367 shares 33,367 $1.27M 0.04% +10,103 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: 5,616 shares; 2024Q4: 5,058 shares; 2025Q1: 5,189 shares; 2025Q2: 4,989 shares; 2025Q3: 5,010 shares; 2025Q4: 4,823 shares 4,823 $1.27M 0.04% -187 Timeline GOVI 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: 786,972 shares; 2024Q4: 804,742 shares; 2025Q1: 104,687 shares; 2025Q2: 60,390 shares; 2025Q3: 57,820 shares; 2025Q4: 45,532 shares 45,532 $1.25M 0.04% -12,288 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,737 shares; 2025Q1: 19,566 shares; 2025Q2: 28,435 shares; 2025Q3: 47,347 shares; 2025Q4: 60,820 shares 60,820 $1.25M 0.04% +13,473 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,246 shares; 2025Q1: 10,387 shares; 2025Q2: 10,504 shares; 2025Q3: 10,156 shares; 2025Q4: 10,018 shares 10,018 $1.25M 0.04% -138 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 11,434 shares; 2025Q1: 11,467 shares; 2025Q2: 11,969 shares; 2025Q3: 12,559 shares; 2025Q4: 12,497 shares 12,497 $1.25M 0.04% -62 Timeline RWL 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: 12,098 shares; 2024Q4: 11,767 shares; 2025Q1: 11,647 shares; 2025Q2: 10,391 shares; 2025Q3: 10,672 shares; 2025Q4: 10,775 shares 10,775 $1.23M 0.04% +103 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: 4,379 shares; 2024Q4: not reported; 2025Q1: 7,172 shares; 2025Q2: 7,981 shares; 2025Q3: 9,414 shares; 2025Q4: 7,533 shares 7,533 $1.22M 0.04% -1,881 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: not reported; 2025Q1: 10,909 shares; 2025Q2: 10,965 shares; 2025Q3: 10,803 shares; 2025Q4: 9,601 shares 9,601 $1.21M 0.04% -1,202 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,508 shares; 2024Q4: 37,477 shares; 2025Q1: 37,500 shares; 2025Q2: 32,194 shares; 2025Q3: 37,496 shares; 2025Q4: 26,355 shares 26,355 $1.21M 0.04% -11,141 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: 18,243 shares; 2024Q4: 18,403 shares; 2025Q1: 21,094 shares; 2025Q2: 22,949 shares; 2025Q3: 23,842 shares; 2025Q4: 22,010 shares 22,010 $1.2M 0.04% -1,832 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: 5,341 shares; 2024Q4: 4,600 shares; 2025Q1: 4,611 shares; 2025Q2: 4,888 shares; 2025Q3: 5,070 shares; 2025Q4: 2,795 shares 2,795 $1.19M 0.04% -2,275 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,312 shares; 2024Q4: 17,069 shares; 2025Q1: 15,598 shares; 2025Q2: 15,833 shares; 2025Q3: 15,855 shares; 2025Q4: 16,093 shares 16,093 $1.18M 0.04% +238 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: 17,028 shares; 2024Q4: 24,060 shares; 2025Q1: 25,197 shares; 2025Q2: 25,473 shares; 2025Q3: 24,691 shares; 2025Q4: 23,166 shares 23,166 $1.18M 0.04% -1,525 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,780 shares; 2025Q4: 48,840 shares 48,840 $1.17M 0.04% +28,060 Timeline PAUG 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: 19,109 shares; 2025Q3: 31,252 shares; 2025Q4: 27,090 shares 27,090 $1.17M 0.04% -4,162 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,868 shares 77,868 $1.17M 0.04% new Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,549 shares; 2025Q1: 6,520 shares; 2025Q2: 9,327 shares; 2025Q3: 11,761 shares; 2025Q4: 23,010 shares 23,010 $1.17M 0.04% +11,249 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,418 shares; 2024Q4: not reported; 2025Q1: 29,683 shares; 2025Q2: 32,138 shares; 2025Q3: 31,715 shares; 2025Q4: 31,273 shares 31,273 $1.16M 0.04% -442 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,927 shares; 2024Q4: 18,444 shares; 2025Q1: 22,264 shares; 2025Q2: 13,344 shares; 2025Q3: 14,213 shares; 2025Q4: 14,377 shares 14,377 $1.16M 0.04% +164 Timeline BBLU 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: 211,721 shares; 2024Q4: 219,521 shares; 2025Q1: 213,695 shares; 2025Q2: 151,914 shares; 2025Q3: 120,355 shares; 2025Q4: 75,925 shares 75,925 $1.16M 0.04% -44,430 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: 5,428 shares; 2025Q3: 7,286 shares; 2025Q4: 7,070 shares 7,070 $1.13M 0.04% -216 Timeline DSI 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: 8,745 shares; 2024Q4: 8,728 shares; 2025Q1: 8,728 shares; 2025Q2: 8,828 shares; 2025Q3: 8,738 shares; 2025Q4: 8,738 shares 8,738 $1.13M 0.04% 0 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: 7,691 shares; 2024Q4: 7,110 shares; 2025Q1: 6,838 shares; 2025Q2: 7,123 shares; 2025Q3: 7,378 shares; 2025Q4: 7,253 shares 7,253 $1.12M 0.04% -125 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,097 shares; 2024Q4: 36,736 shares; 2025Q1: 67,571 shares; 2025Q2: 21,651 shares; 2025Q3: 26,165 shares; 2025Q4: 104,218 shares 104,218 $1.12M 0.04% +78,053 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,534 shares; 2025Q1: 2,634 shares; 2025Q2: 5,580 shares; 2025Q3: 5,525 shares; 2025Q4: 4,430 shares 4,430 $1.11M 0.04% -1,095 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,908 shares; 2025Q1: 9,619 shares; 2025Q2: 9,774 shares; 2025Q3: 9,763 shares; 2025Q4: 9,933 shares 9,933 $1.11M 0.04% +170 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: 15,656 shares; 2024Q4: not reported; 2025Q1: 14,112 shares; 2025Q2: 14,056 shares; 2025Q3: 14,440 shares; 2025Q4: 15,068 shares 15,068 $1.11M 0.04% +628 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 4,038 shares; 2025Q1: 4,634 shares; 2025Q2: 20,389 shares; 2025Q3: 21,542 shares; 2025Q4: 15,025 shares 15,025 $1.11M 0.04% -6,517 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,386 shares; 2024Q4: 10,471 shares; 2025Q1: 9,045 shares; 2025Q2: 11,808 shares; 2025Q3: 11,221 shares; 2025Q4: 19,357 shares 19,357 $1.1M 0.04% +8,136 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: 14,853 shares; 2024Q4: not reported; 2025Q1: 12,941 shares; 2025Q2: 12,009 shares; 2025Q3: 17,747 shares; 2025Q4: 13,419 shares 13,419 $1.1M 0.04% -4,328 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: 3,828 shares; 2024Q4: not reported; 2025Q1: 3,566 shares; 2025Q2: 3,564 shares; 2025Q3: 3,424 shares; 2025Q4: 3,479 shares 3,479 $1.1M 0.04% +55 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,626 shares; 2024Q4: 15,494 shares; 2025Q1: 14,662 shares; 2025Q2: 14,353 shares; 2025Q3: 17,950 shares; 2025Q4: 22,486 shares 22,486 $1.1M 0.04% +4,536 Timeline AOR 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: 19,912 shares; 2024Q4: 48,096 shares; 2025Q1: 17,466 shares; 2025Q2: 18,320 shares; 2025Q3: 17,497 shares; 2025Q4: 16,791 shares 16,791 $1.09M 0.04% -706 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 7,166 shares; 2025Q1: 7,739 shares; 2025Q2: 8,777 shares; 2025Q3: 9,275 shares; 2025Q4: 9,762 shares 9,762 $1.09M 0.04% +487 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,729 shares; 2024Q4: 70,979 shares; 2025Q1: 75,520 shares; 2025Q2: 77,521 shares; 2025Q3: 80,895 shares; 2025Q4: 84,576 shares 84,576 $1.09M 0.03% +3,681 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: 4,300 shares; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 3,957 shares; 2025Q3: 3,881 shares; 2025Q4: 3,784 shares 3,784 $1.09M 0.03% -97 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: 10,744 shares; 2024Q4: 5,352 shares; 2025Q1: 5,410 shares; 2025Q2: 9,703 shares; 2025Q3: 9,886 shares; 2025Q4: 9,323 shares 9,323 $1.09M 0.03% -563 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 8,495 shares; 2025Q1: 8,992 shares; 2025Q2: 18,576 shares; 2025Q3: 20,827 shares; 2025Q4: 15,390 shares 15,390 $1.08M 0.03% -5,437 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: 2,643 shares; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: 3,068 shares; 2025Q3: 2,556 shares; 2025Q4: 1,793 shares 1,793 $1.08M 0.03% -763 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,570 shares; 2024Q4: not reported; 2025Q1: 19,287 shares; 2025Q2: 19,757 shares; 2025Q3: 18,802 shares; 2025Q4: 19,305 shares 19,305 $1.08M 0.03% +503 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: 4,358 shares; 2024Q4: 2,810 shares; 2025Q1: 2,814 shares; 2025Q2: 2,819 shares; 2025Q3: 2,826 shares; 2025Q4: 2,753 shares 2,753 $1.07M 0.03% -73 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,018 shares; 2024Q4: 50,556 shares; 2025Q1: 55,028 shares; 2025Q2: 49,093 shares; 2025Q3: 49,271 shares; 2025Q4: 29,733 shares 29,733 $1.06M 0.03% -19,538 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 10,690 shares; 2025Q1: 8,157 shares; 2025Q2: 8,037 shares; 2025Q3: 7,970 shares; 2025Q4: 22,182 shares 22,182 $1.06M 0.03% +14,212 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,429 shares; 2024Q4: 5,020 shares; 2025Q1: 5,004 shares; 2025Q2: 5,006 shares; 2025Q3: 4,574 shares; 2025Q4: 2,816 shares 2,816 $1.05M 0.03% -1,758 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,142 shares; 2025Q1: 3,728 shares; 2025Q2: 4,021 shares; 2025Q3: 3,247 shares; 2025Q4: 3,084 shares 3,084 $1.05M 0.03% -163 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,880 shares; 2025Q1: 7,629 shares; 2025Q2: 8,989 shares; 2025Q3: 17,043 shares; 2025Q4: 20,982 shares 20,982 $1.04M 0.03% +3,939 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: 45,419 shares; 2024Q4: 45,145 shares; 2025Q1: 43,955 shares; 2025Q2: 43,413 shares; 2025Q3: 47,739 shares; 2025Q4: 18,708 shares 18,708 $1.03M 0.03% -29,031 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,926 shares; 2024Q4: 36,475 shares; 2025Q1: 40,837 shares; 2025Q2: 30,203 shares; 2025Q3: 36,476 shares; 2025Q4: 45,519 shares 45,519 $1.03M 0.03% +9,043 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: 5,637 shares; 2024Q4: 2,777 shares; 2025Q1: 2,746 shares; 2025Q2: 2,824 shares; 2025Q3: 2,194 shares; 2025Q4: 2,206 shares 2,206 $1.03M 0.03% +12 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,830 shares; 2025Q1: 16,605 shares; 2025Q2: 19,655 shares; 2025Q3: 19,680 shares; 2025Q4: 19,330 shares 19,330 $1.02M 0.03% -350 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,703 shares; 2024Q4: 82,493 shares; 2025Q1: 9,293 shares; 2025Q2: 17,411 shares; 2025Q3: 17,479 shares; 2025Q4: 14,020 shares 14,020 $1.02M 0.03% -3,459 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,573 shares 31,573 $1.01M 0.03% new 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: 17,222 shares; 2024Q4: not reported; 2025Q1: 47,235 shares; 2025Q2: 18,565 shares; 2025Q3: 18,262 shares; 2025Q4: 16,743 shares 16,743 $1.01M 0.03% -1,519 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: 19,374 shares; 2024Q4: 23,745 shares; 2025Q1: 25,327 shares; 2025Q2: 25,861 shares; 2025Q3: 27,921 shares; 2025Q4: 17,753 shares 17,753 $1M 0.03% -10,168 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,049 shares; 2024Q4: 14,797 shares; 2025Q1: 14,439 shares; 2025Q2: 14,388 shares; 2025Q3: 13,259 shares; 2025Q4: 12,932 shares 12,932 $991K 0.03% -327 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: 9,812 shares; 2024Q4: not reported; 2025Q1: 10,172 shares; 2025Q2: 10,150 shares; 2025Q3: 10,323 shares; 2025Q4: 11,255 shares 11,255 $991K 0.03% +932 Timeline DDTL 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: 47,298 shares; 2025Q4: 47,298 shares 47,298 $990K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 8,357 shares; 2025Q1: 8,651 shares; 2025Q2: 9,430 shares; 2025Q3: 12,581 shares; 2025Q4: 8,966 shares 8,966 $988K 0.03% -3,615 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,414 shares; 2024Q4: 17,203 shares; 2025Q1: 19,206 shares; 2025Q2: 17,971 shares; 2025Q3: 18,637 shares; 2025Q4: 17,460 shares 17,460 $982K 0.03% -1,177 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,273 shares 15,273 $979K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 2,659 shares; 2025Q3: 3,647 shares; 2025Q4: 4,022 shares 4,022 $977K 0.03% +375 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: 4,828 shares; 2024Q4: 4,193 shares; 2025Q1: 4,494 shares; 2025Q2: 4,947 shares; 2025Q3: 4,819 shares; 2025Q4: 4,672 shares 4,672 $975K 0.03% -147 Timeline VIOO 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: 11,286 shares; 2024Q4: not reported; 2025Q1: 10,350 shares; 2025Q2: 9,821 shares; 2025Q3: 9,331 shares; 2025Q4: 8,648 shares 8,648 $960K 0.03% -683 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares 6,700 $937K 0.03% new Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: not reported; 2025Q1: 25,570 shares; 2025Q2: 23,970 shares; 2025Q3: 27,199 shares; 2025Q4: 28,714 shares 28,714 $932K 0.03% +1,515 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,594 shares; 2024Q4: not reported; 2025Q1: 47,751 shares; 2025Q2: 22,854 shares; 2025Q3: 20,529 shares; 2025Q4: 18,833 shares 18,833 $924K 0.03% -1,696 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: 2,359 shares; 2024Q4: 2,299 shares; 2025Q1: 1,113 shares; 2025Q2: 1,021 shares; 2025Q3: 1,026 shares; 2025Q4: 914 shares 914 $922K 0.03% -112 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 2,909 shares; 2025Q1: 2,711 shares; 2025Q2: 2,889 shares; 2025Q3: 3,283 shares; 2025Q4: 5,407 shares 5,407 $922K 0.03% +2,124 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: 7,519 shares; 2024Q4: 7,446 shares; 2025Q1: 7,609 shares; 2025Q2: 7,814 shares; 2025Q3: 7,687 shares; 2025Q4: 7,218 shares 7,218 $920K 0.03% -469 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,471 shares; 2025Q1: 1,770 shares; 2025Q2: 3,244 shares; 2025Q3: 3,410 shares; 2025Q4: 4,077 shares 4,077 $919K 0.03% +667 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: 629 shares; 2024Q4: 667 shares; 2025Q1: 778 shares; 2025Q2: 859 shares; 2025Q3: 871 shares; 2025Q4: 1,118 shares 1,118 $917K 0.03% +247 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,493 shares; 2025Q2: 20,241 shares; 2025Q3: 46,355 shares; 2025Q4: 88,206 shares 88,206 $917K 0.03% +41,851 Timeline GPIX 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: 4,503 shares; 2025Q2: 11,557 shares; 2025Q3: 21,857 shares; 2025Q4: 17,321 shares 17,321 $915K 0.03% -4,536 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,806 shares; 2025Q3: 9,792 shares; 2025Q4: 17,786 shares 17,786 $914K 0.03% +7,994 Timeline QYLD 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: 243,374 shares; 2024Q4: 282,417 shares; 2025Q1: 271,501 shares; 2025Q2: 286,677 shares; 2025Q3: 263,923 shares; 2025Q4: 51,652 shares 51,652 $913K 0.03% -212,271 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: 137,660 shares; 2024Q4: 140,783 shares; 2025Q1: 126,743 shares; 2025Q2: 144,850 shares; 2025Q3: 161,452 shares; 2025Q4: 55,137 shares 55,137 $909K 0.03% -106,315 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: 1,372 shares; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 2,535 shares; 2025Q3: 3,357 shares; 2025Q4: 3,003 shares 3,003 $907K 0.03% -354 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: 6,978 shares; 2024Q4: not reported; 2025Q1: 8,467 shares; 2025Q2: 15,080 shares; 2025Q3: 15,120 shares; 2025Q4: 10,851 shares 10,851 $895K 0.03% -4,269 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,655 shares; 2024Q4: 11,026 shares; 2025Q1: 10,808 shares; 2025Q2: 10,687 shares; 2025Q3: 10,390 shares; 2025Q4: 10,084 shares 10,084 $894K 0.03% -306 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: 38,070 shares; 2024Q4: 38,363 shares; 2025Q1: 47,955 shares; 2025Q2: 41,586 shares; 2025Q3: 41,221 shares; 2025Q4: 25,695 shares 25,695 $890K 0.03% -15,526 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: 4,848 shares; 2025Q2: 5,286 shares; 2025Q3: 5,151 shares; 2025Q4: 4,653 shares 4,653 $889K 0.03% -498 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 4,814 shares; 2025Q4: 3,995 shares 3,995 $888K 0.03% -819 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: 4,552 shares; 2024Q4: 3,941 shares; 2025Q1: 3,941 shares; 2025Q2: 3,809 shares; 2025Q3: 3,857 shares; 2025Q4: 3,597 shares 3,597 $886K 0.03% -260 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,995 shares 20,995 $882K 0.03% new 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: 3,687 shares; 2024Q4: 3,506 shares; 2025Q1: 3,571 shares; 2025Q2: 2,856 shares; 2025Q3: 2,976 shares; 2025Q4: 3,044 shares 3,044 $879K 0.03% +68 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,295 shares; 2025Q4: 16,287 shares 16,287 $877K 0.03% +10,992 Timeline PAVE 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: 7,179 shares; 2024Q4: 7,582 shares; 2025Q1: 8,011 shares; 2025Q2: 26,549 shares; 2025Q3: 25,811 shares; 2025Q4: 18,312 shares 18,312 $875K 0.03% -7,499 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,297 shares; 2024Q4: not reported; 2025Q1: 68,943 shares; 2025Q2: 75,068 shares; 2025Q3: 89,646 shares; 2025Q4: 101,624 shares 101,624 $873K 0.03% +11,978 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,254 shares; 2024Q4: 35,221 shares; 2025Q1: 36,608 shares; 2025Q2: 36,685 shares; 2025Q3: 8,515 shares; 2025Q4: 8,307 shares 8,307 $872K 0.03% -208 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: 3,946 shares; 2024Q4: 3,817 shares; 2025Q1: 3,772 shares; 2025Q2: 4,133 shares; 2025Q3: 4,318 shares; 2025Q4: 4,299 shares 4,299 $872K 0.03% -19 Timeline QQMG 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: not reported; 2025Q3: not reported; 2025Q4: 20,498 shares 20,498 $869K 0.03% new Timeline SDG 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: 49,497 shares; 2024Q4: 51,661 shares; 2025Q1: 31,477 shares; 2025Q2: 26,612 shares; 2025Q3: 24,631 shares; 2025Q4: 10,311 shares 10,311 $868K 0.03% -14,320 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,280 shares; 2024Q4: 22,312 shares; 2025Q1: 22,493 shares; 2025Q2: 28,374 shares; 2025Q3: 27,713 shares; 2025Q4: 27,561 shares 27,561 $866K 0.03% -152 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,033 shares; 2024Q4: not reported; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,159 shares; 2025Q4: 7,159 shares 7,159 $866K 0.03% 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: 4,451 shares; 2024Q4: not reported; 2025Q1: 4,111 shares; 2025Q2: 4,462 shares; 2025Q3: 4,478 shares; 2025Q4: 4,252 shares 4,252 $863K 0.03% -226 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,339 shares; 2025Q1: 58,968 shares; 2025Q2: 46,500 shares; 2025Q3: 47,067 shares; 2025Q4: 52,199 shares 52,199 $853K 0.03% +5,132 Timeline