IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417,453 shares; 2024Q4: 1,444,515 shares; 2025Q1: 1,429,270 shares; 2025Q2: 1,463,000 shares; 2025Q3: 1,496,777 shares; 2025Q4: 1,593,436 shares 1,593,436 $38.6M 5.65% +96,659 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,966 shares; 2024Q4: 786,747 shares; 2025Q1: 778,309 shares; 2025Q2: 780,883 shares; 2025Q3: 778,902 shares; 2025Q4: 766,610 shares 766,610 $27.5M 4.03% -12,292 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: 281,934 shares; 2024Q4: 282,766 shares; 2025Q1: 273,759 shares; 2025Q2: 271,511 shares; 2025Q3: 262,888 shares; 2025Q4: 248,386 shares 248,386 $20.2M 2.96% -14,502 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: 184,487 shares; 2024Q4: 165,977 shares; 2025Q1: 146,234 shares; 2025Q2: 136,868 shares; 2025Q3: 121,226 shares; 2025Q4: 111,008 shares 111,008 $19.7M 2.89% -10,218 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,767 shares; 2025Q4: 343,654 shares 343,654 $18.1M 2.66% +21,887 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 730,519 shares; 2025Q4: 783,865 shares 783,865 $18.1M 2.65% +53,346 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,207 shares; 2024Q4: 623,068 shares; 2025Q1: 619,015 shares; 2025Q2: 616,831 shares; 2025Q3: 446,270 shares; 2025Q4: 441,252 shares 441,252 $16.1M 2.36% -5,018 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 843,106 shares; 2025Q1: 857,413 shares; 2025Q2: 907,915 shares; 2025Q3: 543,545 shares; 2025Q4: 538,230 shares 538,230 $14.3M 2.09% -5,315 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,142 shares; 2024Q4: 275,357 shares; 2025Q1: 254,304 shares; 2025Q2: 257,121 shares; 2025Q3: 241,802 shares; 2025Q4: 230,131 shares 230,131 $13.7M 2.01% -11,671 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,336 shares; 2024Q4: 45,911 shares; 2025Q1: 45,139 shares; 2025Q2: 44,765 shares; 2025Q3: 43,569 shares; 2025Q4: 48,472 shares 48,472 $13.2M 1.93% +4,903 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: 78,926 shares; 2024Q4: 90,863 shares; 2025Q1: 90,855 shares; 2025Q2: 67,339 shares; 2025Q3: 67,448 shares; 2025Q4: 70,287 shares 70,287 $13.1M 1.92% +2,839 Timeline GLDB ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 502,436 shares 502,436 $12.2M 1.78% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,990 shares; 2024Q4: 72,212 shares; 2025Q1: 67,424 shares; 2025Q2: 68,093 shares; 2025Q3: 64,341 shares; 2025Q4: 63,887 shares 63,887 $10.3M 1.51% -454 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: 27,010 shares; 2024Q4: 26,610 shares; 2025Q1: 25,645 shares; 2025Q2: 26,862 shares; 2025Q3: 26,635 shares; 2025Q4: 27,766 shares 27,766 $9.61M 1.41% +1,131 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: 495,311 shares; 2024Q4: 495,902 shares; 2025Q1: 479,337 shares; 2025Q2: 483,546 shares; 2025Q3: 158,538 shares; 2025Q4: 145,729 shares 145,729 $9.39M 1.38% -12,809 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,965 shares; 2024Q4: 193,826 shares; 2025Q1: 192,016 shares; 2025Q2: 190,299 shares; 2025Q3: 189,069 shares; 2025Q4: 185,344 shares 185,344 $8.42M 1.23% -3,725 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,812 shares; 2024Q4: 45,762 shares; 2025Q1: 43,868 shares; 2025Q2: 42,541 shares; 2025Q3: 39,908 shares; 2025Q4: 39,732 shares 39,732 $7.83M 1.15% -176 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: 6,317 shares; 2024Q4: 6,461 shares; 2025Q1: 6,278 shares; 2025Q2: 6,422 shares; 2025Q3: 6,263 shares; 2025Q4: 6,322 shares 6,322 $7.68M 1.13% +59 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: 35,211 shares; 2024Q4: 65,086 shares; 2025Q1: 68,789 shares; 2025Q2: 85,825 shares; 2025Q3: 89,905 shares; 2025Q4: 102,239 shares 102,239 $7.57M 1.11% +12,334 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,740 shares; 2024Q4: 185,818 shares; 2025Q1: 185,874 shares; 2025Q2: 186,107 shares; 2025Q3: 186,243 shares; 2025Q4: 182,510 shares 182,510 $7.57M 1.11% -3,733 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: 58,065 shares; 2025Q1: 55,860 shares; 2025Q2: 57,353 shares; 2025Q3: 54,951 shares; 2025Q4: 55,566 shares 55,566 $7.28M 1.07% +615 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: 12,896 shares; 2024Q4: 12,878 shares; 2025Q1: 12,626 shares; 2025Q2: 13,013 shares; 2025Q3: 12,653 shares; 2025Q4: 12,633 shares 12,633 $7.24M 1.06% -20 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,387 shares; 2024Q4: 30,690 shares; 2025Q1: 35,381 shares; 2025Q2: 70,880 shares; 2025Q3: 68,799 shares; 2025Q4: 55,940 shares 55,940 $5.62M 0.82% -12,859 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,353 shares; 2024Q4: 76,028 shares; 2025Q1: 72,482 shares; 2025Q2: 75,235 shares; 2025Q3: 73,358 shares; 2025Q4: 75,311 shares 75,311 $5.61M 0.82% +1,953 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: 11,370 shares; 2024Q4: 13,092 shares; 2025Q1: 14,664 shares; 2025Q2: 15,585 shares; 2025Q3: 15,753 shares; 2025Q4: 16,468 shares 16,468 $5.52M 0.81% +715 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: 4,776 shares; 2024Q4: 4,930 shares; 2025Q1: 4,844 shares; 2025Q2: 5,211 shares; 2025Q3: 5,115 shares; 2025Q4: 5,156 shares 5,156 $5.52M 0.81% +41 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,976 shares; 2024Q4: 41,908 shares; 2025Q1: 47,169 shares; 2025Q2: 48,934 shares; 2025Q3: 49,374 shares; 2025Q4: 51,109 shares 51,109 $5.45M 0.8% +1,735 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,493 shares; 2025Q4: 54,809 shares 54,809 $5.41M 0.79% +2,316 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 14,763 shares; 2025Q1: 14,611 shares; 2025Q2: 15,388 shares; 2025Q3: 15,172 shares; 2025Q4: 15,762 shares 15,762 $5.36M 0.79% +590 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: 13,081 shares; 2024Q4: 14,911 shares; 2025Q1: 14,628 shares; 2025Q2: 14,953 shares; 2025Q3: 14,503 shares; 2025Q4: 15,108 shares 15,108 $5.34M 0.78% +605 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,714 shares; 2024Q4: 105,699 shares; 2025Q1: 105,975 shares; 2025Q2: 126,137 shares; 2025Q3: 128,463 shares; 2025Q4: 132,020 shares 132,020 $5.21M 0.76% +3,557 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,430 shares; 2024Q4: 95,024 shares; 2025Q1: 107,417 shares; 2025Q2: 120,636 shares; 2025Q3: 124,798 shares; 2025Q4: 124,875 shares 124,875 $5.18M 0.76% +77 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,843 shares; 2025Q4: 22,136 shares 22,136 $5.07M 0.74% +293 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: 7,949 shares; 2024Q4: 8,061 shares; 2025Q1: 7,762 shares; 2025Q2: 7,812 shares; 2025Q3: 7,573 shares; 2025Q4: 10,791 shares 10,791 $5.06M 0.74% +3,218 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,169 shares; 2025Q4: 30,976 shares 30,976 $5.02M 0.74% +807 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: 28,951 shares; 2024Q4: 33,403 shares; 2025Q1: 37,505 shares; 2025Q2: 38,834 shares; 2025Q3: 39,328 shares; 2025Q4: 40,665 shares 40,665 $5.01M 0.73% +1,337 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 14,323 shares; 2025Q1: 13,766 shares; 2025Q2: 14,429 shares; 2025Q3: 27,904 shares; 2025Q4: 29,274 shares 29,274 $4.98M 0.73% +1,370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,942 shares; 2025Q4: 53,321 shares 53,321 $4.88M 0.72% +1,379 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: 2,002 shares; 2024Q4: 1,962 shares; 2025Q1: 2,029 shares; 2025Q2: 2,017 shares; 2025Q3: 2,213 shares; 2025Q4: 16,247 shares 16,247 $4.81M 0.71% +14,034 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,972 shares; 2024Q4: 9,801 shares; 2025Q1: 9,227 shares; 2025Q2: 9,307 shares; 2025Q3: 8,763 shares; 2025Q4: 8,590 shares 8,590 $4.75M 0.7% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,953 shares; 2025Q3: 17,883 shares; 2025Q4: 18,567 shares 18,567 $4.7M 0.69% +684 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,369 shares; 2025Q4: 72,073 shares 72,073 $4.64M 0.68% +3,704 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 19,349 shares; 2025Q1: 18,783 shares; 2025Q2: 19,208 shares; 2025Q3: 18,724 shares; 2025Q4: 19,419 shares 19,419 $4.33M 0.64% +695 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,445 shares; 2025Q4: 19,077 shares 19,077 $4.18M 0.61% +632 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: not reported; 2024Q4: 114,735 shares; 2025Q1: 154,632 shares; 2025Q2: 122,856 shares; 2025Q3: 132,553 shares; 2025Q4: 141,930 shares 141,930 $4.16M 0.61% +9,377 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,630 shares; 2025Q4: 92,450 shares 92,450 $4.12M 0.6% +4,820 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,024 shares; 2024Q4: 63,375 shares; 2025Q1: 62,486 shares; 2025Q2: 64,647 shares; 2025Q3: 63,524 shares; 2025Q4: 65,301 shares 65,301 $4.03M 0.59% +1,777 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,761 shares; 2025Q4: 5,910 shares 5,910 $4M 0.59% +149 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: 10,617 shares; 2024Q4: 8,529 shares; 2025Q1: 7,959 shares; 2025Q2: 7,623 shares; 2025Q3: 7,884 shares; 2025Q4: 7,851 shares 7,851 $3.8M 0.56% -33 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,370 shares; 2025Q4: 52,241 shares 52,241 $3.76M 0.55% +1,871 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 7,242 shares; 2025Q4: 7,974 shares 7,974 $3.58M 0.52% +732 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares 7,269 $3.54M 0.52% new 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: 11,050 shares; 2024Q4: 22,807 shares; 2025Q1: 20,562 shares; 2025Q2: 17,353 shares; 2025Q3: 17,461 shares; 2025Q4: 18,866 shares 18,866 $3.48M 0.51% +1,405 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,393 shares; 2024Q4: 6,387 shares; 2025Q1: 6,206 shares; 2025Q2: 6,416 shares; 2025Q3: 6,241 shares; 2025Q4: 4,206 shares 4,206 $3.4M 0.5% -2,035 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 46,580 shares; 2025Q4: 36,374 shares 36,374 $3.33M 0.49% -10,206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,981 shares 8,981 $3.32M 0.49% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,935 shares; 2025Q4: 19,066 shares 19,066 $3.32M 0.49% +1,131 Timeline FDEC 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: 22,124 shares; 2024Q4: 29,347 shares; 2025Q1: 54,396 shares; 2025Q2: 54,282 shares; 2025Q3: 52,029 shares; 2025Q4: 60,532 shares 60,532 $3.1M 0.45% +8,503 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: 4,258 shares; 2024Q4: 4,447 shares; 2025Q1: 4,082 shares; 2025Q2: 4,539 shares; 2025Q3: 4,550 shares; 2025Q4: 4,922 shares 4,922 $3.09M 0.45% +372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,724 shares 67,724 $3.09M 0.45% new 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: 11,291 shares; 2024Q4: 10,589 shares; 2025Q1: 10,367 shares; 2025Q2: 9,531 shares; 2025Q3: 9,405 shares; 2025Q4: 9,438 shares 9,438 $3.04M 0.45% +33 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: 19,525 shares; 2024Q4: 22,553 shares; 2025Q1: 25,641 shares; 2025Q2: 26,892 shares; 2025Q3: 27,836 shares; 2025Q4: 29,502 shares 29,502 $3.01M 0.44% +1,666 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,600 shares; 2025Q1: 8,320 shares; 2025Q2: 8,579 shares; 2025Q3: 8,392 shares; 2025Q4: 5,841 shares 5,841 $2.98M 0.44% -2,551 Timeline BITO 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: 757,197 shares; 2024Q4: 772,654 shares; 2025Q1: 762,280 shares; 2025Q2: 785,517 shares; 2025Q3: 631,405 shares; 2025Q4: 237,118 shares 237,118 $2.88M 0.42% -394,287 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,283 shares; 2024Q4: 242,140 shares; 2025Q1: 236,732 shares; 2025Q2: 247,098 shares; 2025Q3: 252,230 shares; 2025Q4: 195,040 shares 195,040 $2.86M 0.42% -57,190 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,564 shares; 2025Q1: 46,393 shares; 2025Q2: 46,442 shares; 2025Q3: 43,328 shares; 2025Q4: 51,623 shares 51,623 $2.83M 0.41% +8,295 Timeline IDMO 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: 36,895 shares; 2025Q3: 46,253 shares; 2025Q4: 49,295 shares 49,295 $2.74M 0.4% +3,042 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,645 shares; 2024Q4: 27,844 shares; 2025Q1: 27,183 shares; 2025Q2: 28,618 shares; 2025Q3: 27,970 shares; 2025Q4: 19,593 shares 19,593 $2.67M 0.39% -8,377 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: 90,242 shares; 2024Q4: 50,149 shares; 2025Q1: 58,543 shares; 2025Q2: 60,674 shares; 2025Q3: 64,693 shares; 2025Q4: 51,725 shares 51,725 $2.62M 0.38% -12,968 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,374 shares 155,374 $2.6M 0.38% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,908 shares 425,908 $2.48M 0.36% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 22,348 shares; 2025Q1: 24,439 shares; 2025Q2: 23,246 shares; 2025Q3: 22,544 shares; 2025Q4: 20,439 shares 20,439 $2.46M 0.36% -2,105 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,582 shares 21,582 $2.44M 0.36% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 12,209 shares; 2025Q1: 11,889 shares; 2025Q2: 11,793 shares; 2025Q3: 11,622 shares; 2025Q4: 33,095 shares 33,095 $2.32M 0.34% +21,473 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: 2,306 shares; 2024Q4: 2,513 shares; 2025Q1: 2,834 shares; 2025Q2: 3,217 shares; 2025Q3: 3,564 shares; 2025Q4: 4,705 shares 4,705 $2.3M 0.34% +1,141 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,279 shares 22,279 $2.27M 0.33% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 54,819 shares; 2025Q3: 49,774 shares; 2025Q4: 47,749 shares 47,749 $2.27M 0.33% -2,025 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: 6,243 shares; 2024Q4: 2,823 shares; 2025Q1: 2,651 shares; 2025Q2: 2,649 shares; 2025Q3: 2,781 shares; 2025Q4: 14,698 shares 14,698 $2.26M 0.33% +11,917 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: 1,788 shares; 2024Q4: 2,507 shares; 2025Q1: 3,297 shares; 2025Q2: 3,927 shares; 2025Q3: 3,913 shares; 2025Q4: 4,862 shares 4,862 $2.19M 0.32% +949 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS 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: 27,341 shares 27,341 $2.16M 0.32% new 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: 24,234 shares; 2024Q4: 25,889 shares; 2025Q1: 24,107 shares; 2025Q2: 23,993 shares; 2025Q3: 20,250 shares; 2025Q4: 15,738 shares 15,738 $2.13M 0.31% -4,512 Timeline FJUN 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: 45,855 shares; 2024Q4: 54,758 shares; 2025Q1: 52,792 shares; 2025Q2: 59,391 shares; 2025Q3: 61,224 shares; 2025Q4: 36,992 shares 36,992 $2.11M 0.31% -24,232 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,728 shares; 2024Q4: 9,408 shares; 2025Q1: 47,454 shares; 2025Q2: 47,424 shares; 2025Q3: 47,385 shares; 2025Q4: 38,144 shares 38,144 $1.97M 0.29% -9,241 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: 8,179 shares; 2024Q4: 7,500 shares; 2025Q1: 7,469 shares; 2025Q2: 6,470 shares; 2025Q3: 6,163 shares; 2025Q4: 5,713 shares 5,713 $1.97M 0.29% -450 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: 7,564 shares; 2024Q4: 7,632 shares; 2025Q1: 6,198 shares; 2025Q2: 6,189 shares; 2025Q3: 6,219 shares; 2025Q4: 5,967 shares 5,967 $1.86M 0.27% -252 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,819 shares; 2025Q1: 8,164 shares; 2025Q2: 8,755 shares; 2025Q3: 8,437 shares; 2025Q4: 8,867 shares 8,867 $1.83M 0.27% +430 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,346 shares 13,346 $1.81M 0.27% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,716 shares; 2025Q3: 2,611 shares; 2025Q4: 2,597 shares 2,597 $1.78M 0.26% -14 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,198 shares 4,198 $1.77M 0.26% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,918 shares; 2025Q2: 57,402 shares; 2025Q3: 55,479 shares; 2025Q4: 52,358 shares 52,358 $1.7M 0.25% -3,121 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,710 shares; 2025Q1: 2,609 shares; 2025Q2: 2,959 shares; 2025Q3: 4,047 shares; 2025Q4: 7,414 shares 7,414 $1.69M 0.25% +3,367 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: 10,039 shares; 2024Q4: 9,865 shares; 2025Q1: 9,900 shares; 2025Q2: 5,288 shares; 2025Q3: 5,741 shares; 2025Q4: 5,702 shares 5,702 $1.63M 0.24% -39 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 40,699 shares; 2025Q4: 44,809 shares 44,809 $1.56M 0.23% +4,110 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 15,654 shares; 2025Q1: 40,113 shares; 2025Q2: 40,101 shares; 2025Q3: 40,041 shares; 2025Q4: 37,604 shares 37,604 $1.56M 0.23% -2,437 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,070 shares 23,070 $1.55M 0.23% new Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,125 shares; 2024Q4: 40,982 shares; 2025Q1: 39,952 shares; 2025Q2: 44,832 shares; 2025Q3: 64,729 shares; 2025Q4: 48,368 shares 48,368 $1.54M 0.23% -16,361 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: 3,334 shares; 2024Q4: 4,132 shares; 2025Q1: 4,628 shares; 2025Q2: 5,527 shares; 2025Q3: 8,523 shares; 2025Q4: 10,644 shares 10,644 $1.53M 0.22% +2,121 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,774 shares 3,774 $1.5M 0.22% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,379 shares 7,379 $1.47M 0.22% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest 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: 17,570 shares 17,570 $1.47M 0.22% new 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: 4,693 shares; 2024Q4: 4,898 shares; 2025Q1: 4,784 shares; 2025Q2: 4,604 shares; 2025Q3: 4,603 shares; 2025Q4: 1,705 shares 1,705 $1.47M 0.22% -2,898 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,550 shares 9,550 $1.37M 0.2% new Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,432 shares; 2025Q1: 30,432 shares; 2025Q2: 30,266 shares; 2025Q3: 30,678 shares; 2025Q4: 42,376 shares 42,376 $1.34M 0.2% +11,698 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: 46,027 shares; 2024Q4: 48,352 shares; 2025Q1: 48,088 shares; 2025Q2: 51,599 shares; 2025Q3: 15,453 shares; 2025Q4: 16,703 shares 16,703 $1.34M 0.2% +1,250 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: 3,707 shares; 2024Q4: 3,978 shares; 2025Q1: 3,723 shares; 2025Q2: 3,752 shares; 2025Q3: 3,866 shares; 2025Q4: 3,784 shares 3,784 $1.33M 0.19% -82 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: 19,732 shares; 2024Q4: 20,512 shares; 2025Q1: 18,626 shares; 2025Q2: 18,604 shares; 2025Q3: 17,209 shares; 2025Q4: 16,701 shares 16,701 $1.29M 0.19% -508 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: 1,833 shares; 2025Q1: 1,796 shares; 2025Q2: 1,258 shares; 2025Q3: 1,254 shares; 2025Q4: 1,186 shares 1,186 $1.27M 0.19% -68 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 24,560 shares 24,560 $1.25M 0.18% new Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,212 shares; 2025Q4: 54,621 shares 54,621 $1.22M 0.18% +5,409 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: 4,537 shares; 2024Q4: 4,340 shares; 2025Q1: 4,353 shares; 2025Q2: 4,621 shares; 2025Q3: 4,477 shares; 2025Q4: 4,473 shares 4,473 $1.21M 0.18% -4 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,412 shares; 2025Q2: 44,517 shares; 2025Q3: 39,584 shares; 2025Q4: 36,440 shares 36,440 $1.2M 0.18% -3,144 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,678 shares 234,678 $1.18M 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,870 shares; 2025Q4: 11,439 shares 11,439 $1.14M 0.17% +1,569 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: 13,463 shares; 2024Q4: 10,580 shares; 2025Q1: 11,012 shares; 2025Q2: 10,884 shares; 2025Q3: 10,523 shares; 2025Q4: 10,065 shares 10,065 $1.12M 0.16% -458 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,135 shares 21,135 $1.12M 0.16% new 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: 9,704 shares; 2024Q4: 9,739 shares; 2025Q1: 9,618 shares; 2025Q2: 9,824 shares; 2025Q3: 9,180 shares; 2025Q4: 7,795 shares 7,795 $1.12M 0.16% -1,385 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,767 shares; 2025Q2: 15,329 shares; 2025Q3: 14,846 shares; 2025Q4: 12,131 shares 12,131 $1.11M 0.16% -2,715 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: 2,235 shares; 2024Q4: 2,290 shares; 2025Q1: 2,179 shares; 2025Q2: 2,171 shares; 2025Q3: 2,002 shares; 2025Q4: 1,939 shares 1,939 $1.11M 0.16% -63 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 8,847 shares; 2025Q1: 10,721 shares; 2025Q2: 13,999 shares; 2025Q3: 18,690 shares; 2025Q4: 24,939 shares 24,939 $1.1M 0.16% +6,249 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: 2,040 shares; 2024Q4: 2,740 shares; 2025Q1: 2,714 shares; 2025Q2: 2,954 shares; 2025Q3: 3,318 shares; 2025Q4: 3,489 shares 3,489 $1.09M 0.16% +171 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 5,428 shares; 2025Q1: 6,297 shares; 2025Q2: 7,318 shares; 2025Q3: 10,053 shares; 2025Q4: 13,671 shares 13,671 $1.09M 0.16% +3,618 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: 7,054 shares; 2024Q4: 7,967 shares; 2025Q1: 8,776 shares; 2025Q2: 2,798 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares 1,763 $1.08M 0.16% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,847 shares; 2024Q4: 23,804 shares; 2025Q1: 23,107 shares; 2025Q2: 24,585 shares; 2025Q3: 24,334 shares; 2025Q4: 7,172 shares 7,172 $1.08M 0.16% -17,162 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: 9,000 shares; 2024Q4: 6,530 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,903 shares 6,903 $1.05M 0.15% +30 Timeline KNOV 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: 32,183 shares; 2025Q1: 32,183 shares; 2025Q2: 32,183 shares; 2025Q3: 29,892 shares; 2025Q4: 36,346 shares 36,346 $1.03M 0.15% +6,454 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: 4,512 shares; 2024Q4: 4,526 shares; 2025Q1: 4,644 shares; 2025Q2: 4,664 shares; 2025Q3: 4,756 shares; 2025Q4: 4,927 shares 4,927 $1.03M 0.15% +171 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: 21,402 shares; 2024Q4: 22,052 shares; 2025Q1: 21,566 shares; 2025Q2: 21,917 shares; 2025Q3: 21,607 shares; 2025Q4: 4,608 shares 4,608 $1.01M 0.15% -16,999 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: 3,757 shares; 2024Q4: 3,839 shares; 2025Q1: 3,698 shares; 2025Q2: 3,719 shares; 2025Q3: 3,577 shares; 2025Q4: 3,160 shares 3,160 $1.01M 0.15% -417 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,304 shares; 2025Q1: 2,143 shares; 2025Q2: 2,133 shares; 2025Q3: 2,002 shares; 2025Q4: 1,858 shares 1,858 $971K 0.14% -144 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: 643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 288 shares; 2025Q4: 901 shares 901 $968K 0.14% +613 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: 6,813 shares; 2024Q4: 6,807 shares; 2025Q1: 6,708 shares; 2025Q2: 6,687 shares; 2025Q3: 5,125 shares; 2025Q4: 4,943 shares 4,943 $963K 0.14% -182 Timeline SCHQ 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: 411,046 shares; 2024Q4: 413,796 shares; 2025Q1: 409,977 shares; 2025Q2: 425,447 shares; 2025Q3: 33,638 shares; 2025Q4: 28,796 shares 28,796 $913K 0.13% -4,842 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: 4,322 shares; 2024Q4: 3,630 shares; 2025Q1: 3,229 shares; 2025Q2: 3,274 shares; 2025Q3: 3,100 shares; 2025Q4: 2,979 shares 2,979 $911K 0.13% -121 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: not reported; 2024Q4: 5,434 shares; 2025Q1: 7,163 shares; 2025Q2: 8,030 shares; 2025Q3: 8,642 shares; 2025Q4: 17,909 shares 17,909 $906K 0.13% +9,267 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: 2,058 shares; 2024Q4: 2,091 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,910 shares; 2025Q4: 1,845 shares 1,845 $892K 0.13% -65 Timeline IYR 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: 6,170 shares; 2024Q4: 7,226 shares; 2025Q1: 8,230 shares; 2025Q2: 8,544 shares; 2025Q3: 8,836 shares; 2025Q4: 9,465 shares 9,465 $889K 0.13% +629 Timeline KJUN 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: 35,456 shares; 2024Q4: 42,573 shares; 2025Q1: 40,181 shares; 2025Q2: 45,123 shares; 2025Q3: 51,422 shares; 2025Q4: 30,895 shares 30,895 $863K 0.13% -20,527 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,521 shares; 2025Q4: 16,120 shares 16,120 $854K 0.13% +5,599 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES 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: 45,154 shares; 2025Q4: 9,282 shares 9,282 $840K 0.12% -35,872 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,730 shares 106,730 $838K 0.12% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,154 shares; 2024Q4: 27,295 shares; 2025Q1: 26,184 shares; 2025Q2: 27,827 shares; 2025Q3: 17,762 shares; 2025Q4: 16,648 shares 16,648 $832K 0.12% -1,114 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: 7,221 shares; 2024Q4: 7,427 shares; 2025Q1: 7,272 shares; 2025Q2: 7,255 shares; 2025Q3: 6,877 shares; 2025Q4: 6,582 shares 6,582 $825K 0.12% -295 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: 2,517 shares; 2024Q4: 2,444 shares; 2025Q1: 2,505 shares; 2025Q2: 2,573 shares; 2025Q3: 2,596 shares; 2025Q4: 2,624 shares 2,624 $823K 0.12% +28 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,592 shares 6,592 $819K 0.12% new 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: 5,714 shares; 2024Q4: 6,668 shares; 2025Q1: 7,250 shares; 2025Q2: 9,179 shares; 2025Q3: 11,864 shares; 2025Q4: 14,929 shares 14,929 $807K 0.12% +3,065 Timeline KAPR 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: 25,905 shares; 2025Q3: 25,259 shares; 2025Q4: 22,811 shares 22,811 $801K 0.12% -2,448 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,175 shares 101,175 $798K 0.12% new 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: 2,243 shares; 2024Q4: 2,331 shares; 2025Q1: 2,206 shares; 2025Q2: 2,174 shares; 2025Q3: 2,150 shares; 2025Q4: 1,872 shares 1,872 $798K 0.12% -278 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: 1,696 shares; 2024Q4: 2,131 shares; 2025Q1: 1,959 shares; 2025Q2: 2,938 shares; 2025Q3: 2,910 shares; 2025Q4: 3,425 shares 3,425 $791K 0.12% +515 Timeline DISV 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: 8,610 shares; 2025Q1: 9,680 shares; 2025Q2: 11,658 shares; 2025Q3: 14,610 shares; 2025Q4: 20,305 shares 20,305 $772K 0.11% +5,695 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: 9,685 shares; 2024Q4: 8,796 shares; 2025Q1: 9,074 shares; 2025Q2: 7,911 shares; 2025Q3: 7,599 shares; 2025Q4: 7,193 shares 7,193 $757K 0.11% -406 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: 4,383 shares; 2024Q4: 3,706 shares; 2025Q1: 4,257 shares; 2025Q2: 5,189 shares; 2025Q3: 5,558 shares; 2025Q4: 8,396 shares 8,396 $743K 0.11% +2,838 Timeline DFIV 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: 6,251 shares; 2024Q4: 6,731 shares; 2025Q1: 7,515 shares; 2025Q2: 9,022 shares; 2025Q3: 11,277 shares; 2025Q4: 14,884 shares 14,884 $743K 0.11% +3,607 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,595 shares; 2024Q4: 36,260 shares; 2025Q1: 36,286 shares; 2025Q2: 36,319 shares; 2025Q3: 39,705 shares; 2025Q4: 37,897 shares 37,897 $733K 0.11% -1,808 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: 10,586 shares; 2024Q4: 10,572 shares; 2025Q1: 8,579 shares; 2025Q2: 8,612 shares; 2025Q3: 5,837 shares; 2025Q4: 5,137 shares 5,137 $711K 0.1% -700 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: 1,587 shares; 2024Q4: 1,795 shares; 2025Q1: 1,864 shares; 2025Q2: 1,890 shares; 2025Q3: 1,974 shares; 2025Q4: 2,024 shares 2,024 $711K 0.1% +50 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: 15,250 shares; 2024Q4: 11,601 shares; 2025Q1: 11,383 shares; 2025Q2: 10,274 shares; 2025Q3: 9,535 shares; 2025Q4: 10,082 shares 10,082 $705K 0.1% +547 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,474 shares; 2024Q4: 28,720 shares; 2025Q1: 26,644 shares; 2025Q2: 26,048 shares; 2025Q3: 30,337 shares; 2025Q4: 28,270 shares 28,270 $702K 0.1% -2,067 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: 4,316 shares; 2024Q4: 4,445 shares; 2025Q1: 4,920 shares; 2025Q2: 4,443 shares; 2025Q3: 4,704 shares; 2025Q4: 4,532 shares 4,532 $691K 0.1% -172 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: 27,693 shares; 2024Q4: 27,654 shares; 2025Q1: 26,203 shares; 2025Q2: 26,757 shares; 2025Q3: 26,072 shares; 2025Q4: 3,404 shares 3,404 $690K 0.1% -22,668 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: 7,781 shares; 2024Q4: 7,802 shares; 2025Q1: 8,010 shares; 2025Q2: 7,748 shares; 2025Q3: 7,784 shares; 2025Q4: 7,764 shares 7,764 $677K 0.1% -20 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS 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: 15,707 shares; 2025Q4: 17,741 shares 17,741 $656K 0.1% +2,034 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: 28,482 shares; 2024Q4: 29,987 shares; 2025Q1: 16,053 shares; 2025Q2: 16,053 shares; 2025Q3: 18,341 shares; 2025Q4: 16,071 shares 16,071 $647K 0.09% -2,270 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,218 shares; 2024Q4: 14,621 shares; 2025Q1: 14,657 shares; 2025Q2: 11,530 shares; 2025Q3: 6,988 shares; 2025Q4: 6,657 shares 6,657 $640K 0.09% -331 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: 14,264 shares; 2024Q4: 15,763 shares; 2025Q1: 20,204 shares; 2025Q2: 24,402 shares; 2025Q3: 20,700 shares; 2025Q4: 29,545 shares 29,545 $627K 0.09% +8,845 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,856 shares; 2025Q2: 5,793 shares; 2025Q3: 5,630 shares; 2025Q4: 5,689 shares 5,689 $625K 0.09% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares; 2025Q4: 12,232 shares 12,232 $615K 0.09% +6,659 Timeline ISCF 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: 6,736 shares; 2025Q1: 7,642 shares; 2025Q2: 9,324 shares; 2025Q3: 11,815 shares; 2025Q4: 14,814 shares 14,814 $614K 0.09% +2,999 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: 4,958 shares; 2024Q4: 4,963 shares; 2025Q1: 4,940 shares; 2025Q2: 4,945 shares; 2025Q3: 4,760 shares; 2025Q4: 5,205 shares 5,205 $607K 0.09% +445 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,627 shares; 2025Q2: 17,468 shares; 2025Q3: 12,480 shares; 2025Q4: 10,683 shares 10,683 $605K 0.09% -1,797 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: 10,634 shares; 2024Q4: 10,930 shares; 2025Q1: 10,203 shares; 2025Q2: 10,308 shares; 2025Q3: 7,466 shares; 2025Q4: 8,145 shares 8,145 $604K 0.09% +679 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,067 shares; 2024Q4: 677,924 shares; 2025Q1: 674,185 shares; 2025Q2: 689,405 shares; 2025Q3: 35,485 shares; 2025Q4: 31,503 shares 31,503 $604K 0.09% -3,982 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: 23,449 shares; 2024Q4: 23,841 shares; 2025Q1: 23,633 shares; 2025Q2: 23,479 shares; 2025Q3: 22,895 shares; 2025Q4: 16,612 shares 16,612 $602K 0.09% -6,283 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares 3,954 $588K 0.09% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 8,084 shares; 2025Q1: 8,090 shares; 2025Q2: 8,096 shares; 2025Q3: 8,139 shares; 2025Q4: 8,177 shares 8,177 $584K 0.09% +38 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,658 shares; 2025Q2: 13,609 shares; 2025Q3: 13,173 shares; 2025Q4: 12,398 shares 12,398 $583K 0.09% -775 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 22,506 shares; 2025Q1: 22,439 shares; 2025Q2: 22,398 shares; 2025Q3: 22,328 shares; 2025Q4: 22,167 shares 22,167 $581K 0.09% -161 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,780 shares; 2025Q1: 2,854 shares; 2025Q2: 2,791 shares; 2025Q3: 3,182 shares; 2025Q4: 3,111 shares 3,111 $577K 0.08% -71 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,216 shares; 2025Q1: 2,535 shares; 2025Q2: 3,003 shares; 2025Q3: 3,903 shares; 2025Q4: 5,041 shares 5,041 $574K 0.08% +1,138 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: 1,481 shares; 2024Q4: 1,883 shares; 2025Q1: 1,873 shares; 2025Q2: 2,052 shares; 2025Q3: 2,265 shares; 2025Q4: 2,443 shares 2,443 $565K 0.08% +178 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: 2,088 shares; 2024Q4: 2,294 shares; 2025Q1: 2,388 shares; 2025Q2: 2,436 shares; 2025Q3: 2,444 shares; 2025Q4: 2,285 shares 2,285 $563K 0.08% -159 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: 2,674 shares; 2024Q4: 2,709 shares; 2025Q1: 2,580 shares; 2025Q2: 2,592 shares; 2025Q3: 2,470 shares; 2025Q4: 2,281 shares 2,281 $550K 0.08% -189 Timeline CORP 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: 16,183 shares; 2024Q4: 14,043 shares; 2025Q1: 12,563 shares; 2025Q2: 12,103 shares; 2025Q3: 7,838 shares; 2025Q4: 5,501 shares 5,501 $538K 0.08% -2,337 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 12,219 shares; 2025Q1: 11,566 shares; 2025Q2: 11,170 shares; 2025Q3: 10,844 shares; 2025Q4: 9,774 shares 9,774 $537K 0.08% -1,070 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 2,711 shares; 2025Q1: 2,733 shares; 2025Q2: 2,851 shares; 2025Q3: 2,876 shares; 2025Q4: 2,935 shares 2,935 $534K 0.08% +59 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,161 shares; 2025Q4: 9,453 shares 9,453 $529K 0.08% -708 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: 4,909 shares; 2024Q4: 5,043 shares; 2025Q1: 4,875 shares; 2025Q2: 5,026 shares; 2025Q3: 5,405 shares; 2025Q4: 5,482 shares 5,482 $527K 0.08% +77 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,512 shares; 2024Q4: 14,863 shares; 2025Q1: 14,571 shares; 2025Q2: 14,320 shares; 2025Q3: 13,676 shares; 2025Q4: 13,615 shares 13,615 $525K 0.08% -61 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,658 shares; 2025Q1: 4,794 shares; 2025Q2: 4,875 shares; 2025Q3: 4,947 shares; 2025Q4: 4,965 shares 4,965 $524K 0.08% +18 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,015 shares; 2025Q1: 5,915 shares; 2025Q2: 6,116 shares; 2025Q3: 6,242 shares; 2025Q4: 6,123 shares 6,123 $520K 0.08% -119 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: 4,152 shares; 2024Q4: 4,099 shares; 2025Q1: 3,922 shares; 2025Q2: 3,914 shares; 2025Q3: 3,914 shares; 2025Q4: 3,767 shares 3,767 $515K 0.08% -147 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: 17,962 shares; 2024Q4: 7,419 shares; 2025Q1: 7,023 shares; 2025Q2: 7,316 shares; 2025Q3: 4,523 shares; 2025Q4: 4,290 shares 4,290 $512K 0.08% -233 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: 3,256 shares; 2024Q4: 2,832 shares; 2025Q1: 2,709 shares; 2025Q2: 2,626 shares; 2025Q3: 1,907 shares; 2025Q4: 1,532 shares 1,532 $506K 0.07% -375 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: 18,361 shares; 2024Q4: 18,645 shares; 2025Q1: 17,486 shares; 2025Q2: 17,358 shares; 2025Q3: 11,828 shares; 2025Q4: 13,266 shares 13,266 $506K 0.07% +1,438 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: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares; 2025Q3: 9,301 shares; 2025Q4: 10,371 shares 10,371 $498K 0.07% +1,070 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: 22,269 shares; 2024Q4: 14,251 shares; 2025Q1: 11,216 shares; 2025Q2: 11,130 shares; 2025Q3: 12,527 shares; 2025Q4: 11,135 shares 11,135 $495K 0.07% -1,392 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,590 shares; 2024Q4: 60,169 shares; 2025Q1: 57,121 shares; 2025Q2: 57,700 shares; 2025Q3: 56,271 shares; 2025Q4: 6,174 shares 6,174 $490K 0.07% -50,097 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,048 shares; 2025Q3: 10,179 shares; 2025Q4: 11,678 shares 11,678 $488K 0.07% +1,499 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574,910 shares; 2024Q4: 583,459 shares; 2025Q1: 572,821 shares; 2025Q2: 602,487 shares; 2025Q3: 43,563 shares; 2025Q4: 36,702 shares 36,702 $486K 0.07% -6,861 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 3,763 shares; 2025Q1: 3,513 shares; 2025Q2: 3,684 shares; 2025Q3: 3,944 shares; 2025Q4: 4,402 shares 4,402 $485K 0.07% +458 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: 2,060 shares; 2024Q4: 2,067 shares; 2025Q1: 1,960 shares; 2025Q2: 2,131 shares; 2025Q3: 2,210 shares; 2025Q4: 2,589 shares 2,589 $475K 0.07% +379 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: 11,928 shares; 2024Q4: 13,623 shares; 2025Q1: 12,408 shares; 2025Q2: 12,148 shares; 2025Q3: 11,838 shares; 2025Q4: 11,652 shares 11,652 $475K 0.07% -186 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: 5,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,466 shares; 2025Q4: 8,615 shares 8,615 $474K 0.07% +3,149 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,735 shares; 2025Q4: 9,965 shares 9,965 $469K 0.07% +1,230 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,166 shares; 2025Q1: 5,168 shares; 2025Q2: 5,170 shares; 2025Q3: 5,181 shares; 2025Q4: 5,095 shares 5,095 $454K 0.07% -86 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: 901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares 1,373 $449K 0.07% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,131 shares; 2025Q1: 4,942 shares; 2025Q2: 5,067 shares; 2025Q3: 5,011 shares; 2025Q4: 2,892 shares 2,892 $443K 0.06% -2,119 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,200 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,266 shares; 2025Q4: 1,316 shares 1,316 $443K 0.06% +50 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: 3,986 shares; 2024Q4: 3,972 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 4,289 shares; 2025Q4: 4,183 shares 4,183 $439K 0.06% -106 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,272 shares; 2024Q4: 54,302 shares; 2025Q1: 48,643 shares; 2025Q2: 46,894 shares; 2025Q3: 27,773 shares; 2025Q4: 18,759 shares 18,759 $438K 0.06% -9,014 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,259 shares; 2025Q3: 6,256 shares; 2025Q4: 6,265 shares 6,265 $437K 0.06% +9 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: 1,756 shares; 2024Q4: 1,182 shares; 2025Q1: 1,142 shares; 2025Q2: 1,168 shares; 2025Q3: 1,202 shares; 2025Q4: 2,221 shares 2,221 $433K 0.06% +1,019 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: 1,624 shares; 2024Q4: 1,805 shares; 2025Q1: 1,776 shares; 2025Q2: 1,802 shares; 2025Q3: 1,611 shares; 2025Q4: 1,935 shares 1,935 $425K 0.06% +324 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: 8,044 shares; 2024Q4: 9,649 shares; 2025Q1: 9,738 shares; 2025Q2: 9,738 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares 9,738 $425K 0.06% 0 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: 7,513 shares; 2024Q4: 5,706 shares; 2025Q1: 5,527 shares; 2025Q2: 5,851 shares; 2025Q3: 3,168 shares; 2025Q4: 2,929 shares 2,929 $420K 0.06% -239 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 15,357 shares; 2025Q1: 14,635 shares; 2025Q2: 16,335 shares; 2025Q3: 16,642 shares; 2025Q4: 10,014 shares 10,014 $419K 0.06% -6,628 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: 3,530 shares; 2024Q4: 3,287 shares; 2025Q1: 3,288 shares; 2025Q2: 3,254 shares; 2025Q3: 3,249 shares; 2025Q4: 3,245 shares 3,245 $419K 0.06% -4 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: 3,703 shares; 2024Q4: 3,851 shares; 2025Q1: 3,942 shares; 2025Q2: 3,961 shares; 2025Q3: 3,968 shares; 2025Q4: 3,700 shares 3,700 $415K 0.06% -268 Timeline EJUL 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: 13,801 shares; 2025Q4: 13,772 shares 13,772 $408K 0.06% -29 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 15,130 shares 15,130 $401K 0.06% new 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: 10,820 shares; 2024Q4: 9,953 shares; 2025Q1: 9,953 shares; 2025Q2: 3,947 shares; 2025Q3: 3,959 shares; 2025Q4: 3,951 shares 3,951 $395K 0.06% -8 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 525 shares; 2025Q1: 513 shares; 2025Q2: 508 shares; 2025Q3: 421 shares; 2025Q4: 446 shares 446 $392K 0.06% +25 Timeline KAUG 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: 10,212 shares; 2025Q4: 14,737 shares 14,737 $391K 0.06% +4,525 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,144 shares; 2025Q4: 1,125 shares 1,125 $388K 0.06% -19 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,267 shares; 2024Q4: 25,595 shares; 2025Q1: 24,763 shares; 2025Q2: 25,217 shares; 2025Q3: 2,518 shares; 2025Q4: 2,060 shares 2,060 $387K 0.06% -458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,916 shares; 2025Q4: 11,353 shares 11,353 $384K 0.06% +1,437 Timeline KFEB 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: 22,600 shares; 2025Q2: 22,502 shares; 2025Q3: 20,001 shares; 2025Q4: 14,065 shares 14,065 $383K 0.06% -5,936 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: 6,060 shares; 2024Q4: 6,060 shares; 2025Q1: 5,925 shares; 2025Q2: 5,905 shares; 2025Q3: 5,923 shares; 2025Q4: 5,798 shares 5,798 $383K 0.06% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 539 shares; 2025Q4: 577 shares 577 $381K 0.06% +38 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 12,248 shares; 2025Q1: 11,943 shares; 2025Q2: 11,663 shares; 2025Q3: 11,525 shares; 2025Q4: 10,934 shares 10,934 $379K 0.06% -591 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,360 shares; 2025Q4: 8,378 shares 8,378 $378K 0.06% +18 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,123 shares; 2025Q3: 10,399 shares; 2025Q4: 9,591 shares 9,591 $375K 0.06% -808 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,509 shares; 2025Q4: 1,635 shares 1,635 $372K 0.05% +126 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,302 shares; 2025Q1: 8,256 shares; 2025Q2: 8,261 shares; 2025Q3: 8,280 shares; 2025Q4: 8,286 shares 8,286 $368K 0.05% +6 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: 1,897 shares; 2024Q4: 1,921 shares; 2025Q1: 1,947 shares; 2025Q2: 1,938 shares; 2025Q3: 1,772 shares; 2025Q4: 1,487 shares 1,487 $367K 0.05% -285 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: 910 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 574 shares; 2025Q3: 491 shares; 2025Q4: 482 shares 482 $363K 0.05% -9 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares 2,518 $362K 0.05% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 8,511 shares; 2025Q1: 8,595 shares; 2025Q2: 8,673 shares; 2025Q3: 8,600 shares; 2025Q4: 8,745 shares 8,745 $355K 0.05% +145 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: 86,592 shares; 2024Q4: 88,806 shares; 2025Q1: 87,598 shares; 2025Q2: 93,111 shares; 2025Q3: 49,545 shares; 2025Q4: 6,878 shares 6,878 $349K 0.05% -42,667 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 994 shares; 2025Q4: 1,301 shares 1,301 $345K 0.05% +307 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 3,380 shares; 2025Q1: 3,645 shares; 2025Q2: 3,675 shares; 2025Q3: 6,472 shares; 2025Q4: 6,359 shares 6,359 $342K 0.05% -113 Timeline OILK 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: 181,530 shares; 2024Q4: 185,283 shares; 2025Q1: 182,305 shares; 2025Q2: 190,439 shares; 2025Q3: 13,246 shares; 2025Q4: 9,172 shares 9,172 $342K 0.05% -4,074 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 2,255 shares; 2025Q4: 2,783 shares 2,783 $342K 0.05% +528 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,209 shares; 2024Q4: 20,939 shares; 2025Q1: 20,782 shares; 2025Q2: 21,767 shares; 2025Q3: 21,565 shares; 2025Q4: 1,672 shares 1,672 $339K 0.05% -19,893 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,221 shares; 2025Q3: 4,315 shares; 2025Q4: 4,183 shares 4,183 $331K 0.05% -132 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: 1,367 shares; 2024Q4: 1,336 shares; 2025Q1: 1,332 shares; 2025Q2: 1,314 shares; 2025Q3: 1,318 shares; 2025Q4: 1,918 shares 1,918 $328K 0.05% +600 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,355 shares; 2024Q4: 22,466 shares; 2025Q1: 22,354 shares; 2025Q2: 22,979 shares; 2025Q3: 16,016 shares; 2025Q4: 16,789 shares 16,789 $328K 0.05% +773 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,388 shares; 2024Q4: 30,022 shares; 2025Q1: 29,797 shares; 2025Q2: 30,750 shares; 2025Q3: 30,980 shares; 2025Q4: 4,093 shares 4,093 $326K 0.05% -26,887 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: 669 shares; 2024Q4: 787 shares; 2025Q1: 708 shares; 2025Q2: 703 shares; 2025Q3: 620 shares; 2025Q4: 491 shares 491 $325K 0.05% -129 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 9,320 shares; 2025Q1: 9,070 shares; 2025Q2: 9,103 shares; 2025Q3: 9,220 shares; 2025Q4: 9,267 shares 9,267 $325K 0.05% +47 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,664 shares; 2025Q1: 4,539 shares; 2025Q2: 4,519 shares; 2025Q3: 4,769 shares; 2025Q4: 3,816 shares 3,816 $321K 0.05% -953 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: not reported; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,688 shares; 2025Q4: 4,711 shares 4,711 $315K 0.05% +23 Timeline DOGG 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: 27,195 shares; 2025Q1: 29,424 shares; 2025Q2: 29,926 shares; 2025Q3: 25,137 shares; 2025Q4: 15,107 shares 15,107 $314K 0.05% -10,030 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: 946 shares; 2024Q4: 938 shares; 2025Q1: 1,241 shares; 2025Q2: 1,227 shares; 2025Q3: 1,242 shares; 2025Q4: 1,189 shares 1,189 $312K 0.05% -53 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,279 shares; 2025Q1: 1,300 shares; 2025Q2: 1,316 shares; 2025Q3: 1,322 shares; 2025Q4: 1,283 shares 1,283 $309K 0.05% -39 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: 3,652 shares; 2024Q4: 3,197 shares; 2025Q1: 2,926 shares; 2025Q2: 1,614 shares; 2025Q3: 1,541 shares; 2025Q4: 1,437 shares 1,437 $308K 0.05% -104 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: 17,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,196 shares; 2025Q4: 5,206 shares 5,206 $306K 0.04% +1,010 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 11,068 shares; 2025Q1: 8,997 shares; 2025Q2: 8,409 shares; 2025Q3: 8,415 shares; 2025Q4: 8,421 shares 8,421 $306K 0.04% +6 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,915 shares 11,915 $304K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 734 shares; 2025Q4: 765 shares 765 $303K 0.04% +31 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: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 797 shares; 2025Q3: 799 shares; 2025Q4: 801 shares 801 $299K 0.04% +2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,198 shares; 2025Q2: 5,198 shares; 2025Q3: 5,090 shares; 2025Q4: 5,089 shares 5,089 $297K 0.04% -1 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: 1,217 shares; 2024Q4: 1,223 shares; 2025Q1: 1,226 shares; 2025Q2: 1,230 shares; 2025Q3: 1,024 shares; 2025Q4: 1,030 shares 1,030 $297K 0.04% +6 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares 4,485 $293K 0.04% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,972 shares 5,972 $293K 0.04% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,181 shares; 2025Q1: 11,066 shares; 2025Q2: 11,370 shares; 2025Q3: 9,984 shares; 2025Q4: 5,917 shares 5,917 $291K 0.04% -4,067 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,351 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,191 shares; 2025Q3: 5,514 shares; 2025Q4: 5,961 shares 5,961 $291K 0.04% +447 Timeline FAPR 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: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 5,561 shares; 2025Q2: 6,459 shares; 2025Q3: 6,459 shares; 2025Q4: 6,459 shares 6,459 $287K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 5,120 shares; 2025Q1: 5,044 shares; 2025Q2: 4,959 shares; 2025Q3: 4,632 shares; 2025Q4: 3,595 shares 3,595 $284K 0.04% -1,037 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,303 shares; 2025Q3: 2,404 shares; 2025Q4: 2,798 shares 2,798 $282K 0.04% +394 Timeline IAUG 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: 9,891 shares; 2025Q4: 9,891 shares 9,891 $281K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,665 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,581 shares; 2025Q4: 5,720 shares 5,720 $281K 0.04% +139 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,633 shares 1,633 $280K 0.04% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares 3,124 $279K 0.04% new Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 8,864 shares; 2025Q4: 9,310 shares 9,310 $277K 0.04% +446 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 10,457 shares; 2025Q1: 10,491 shares; 2025Q2: 11,807 shares; 2025Q3: 11,855 shares; 2025Q4: 999 shares 999 $275K 0.04% -10,856 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 9,579 shares; 2025Q1: 9,559 shares; 2025Q2: 9,337 shares; 2025Q3: 9,411 shares; 2025Q4: 10,068 shares 10,068 $273K 0.04% +657 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: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 549 shares; 2025Q3: 593 shares; 2025Q4: 703 shares 703 $269K 0.04% +110 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: 68,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 3,377 shares 3,377 $269K 0.04% +487 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,956 shares; 2024Q4: 181,415 shares; 2025Q1: 183,819 shares; 2025Q2: 194,717 shares; 2025Q3: 2,783 shares; 2025Q4: 2,441 shares 2,441 $269K 0.04% -342 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: 2,743 shares; 2024Q4: 1,940 shares; 2025Q1: 1,823 shares; 2025Q2: 1,805 shares; 2025Q3: 1,471 shares; 2025Q4: 1,003 shares 1,003 $269K 0.04% -468 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: 3,096 shares; 2024Q4: 1,778 shares; 2025Q1: 1,770 shares; 2025Q2: 1,749 shares; 2025Q3: 1,726 shares; 2025Q4: 1,704 shares 1,704 $263K 0.04% -22 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,111 shares; 2025Q3: not reported; 2025Q4: 11,948 shares 11,948 $261K 0.04% new 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: 4,809 shares; 2024Q4: 4,506 shares; 2025Q1: 4,855 shares; 2025Q2: 5,362 shares; 2025Q3: 4,809 shares; 2025Q4: 4,824 shares 4,824 $260K 0.04% +15 Timeline XMLV 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: 4,106 shares; 2024Q4: 4,112 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 4,139 shares; 2025Q4: 4,153 shares 4,153 $259K 0.04% +14 Timeline HIMU 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: not reported; 2025Q4: 5,301 shares 5,301 $258K 0.04% new 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: 7,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,538 shares; 2025Q3: 2,698 shares; 2025Q4: 2,738 shares 2,738 $255K 0.04% +40 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,720 shares; 2025Q2: 8,665 shares; 2025Q3: 8,146 shares; 2025Q4: 6,223 shares 6,223 $253K 0.04% -1,923 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 8,681 shares; 2025Q1: 8,404 shares; 2025Q2: 8,363 shares; 2025Q3: 9,570 shares; 2025Q4: 8,514 shares 8,514 $252K 0.04% -1,056 Timeline TDVI 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: 16,520 shares; 2025Q1: 17,901 shares; 2025Q2: 18,154 shares; 2025Q3: 15,220 shares; 2025Q4: 9,058 shares 9,058 $251K 0.04% -6,162 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,189 shares; 2024Q4: 176,189 shares; 2025Q1: 176,189 shares; 2025Q2: 162,000 shares; 2025Q3: 162,000 shares; 2025Q4: 162,000 shares 162,000 $249K 0.04% 0 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: 2,386 shares; 2024Q4: 30,904 shares; 2025Q1: 24,947 shares; 2025Q2: 26,456 shares; 2025Q3: 17,219 shares; 2025Q4: 9,054 shares 9,054 $248K 0.04% -8,165 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 815 shares 815 $248K 0.04% +3 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,951 shares; 2025Q1: 17,283 shares; 2025Q2: 17,859 shares; 2025Q3: 15,169 shares; 2025Q4: 9,423 shares 9,423 $247K 0.04% -5,746 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,855 shares; 2025Q4: 4,624 shares 4,624 $247K 0.04% -231 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,781 shares; 2025Q1: 19,287 shares; 2025Q2: 19,807 shares; 2025Q3: 18,319 shares; 2025Q4: 11,494 shares 11,494 $247K 0.04% -6,825 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 1,377 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,314 shares; 2025Q4: 1,163 shares 1,163 $246K 0.04% -151 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: 26,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: not reported; 2025Q4: 1,844 shares 1,844 $245K 0.04% new 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: 49,746 shares; 2024Q4: 50,179 shares; 2025Q1: 48,375 shares; 2025Q2: 50,032 shares; 2025Q3: 4,378 shares; 2025Q4: 3,326 shares 3,326 $244K 0.04% -1,052 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: 2,868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 2,735 shares 2,735 $242K 0.04% -109 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 868 shares; 2025Q4: 825 shares 825 $242K 0.04% -43 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: 6,789 shares; 2024Q4: 6,899 shares; 2025Q1: 7,400 shares; 2025Q2: 7,055 shares; 2025Q3: 7,089 shares; 2025Q4: 8,074 shares 8,074 $241K 0.04% +985 Timeline INVESCO EXCH TRADED FD TR II 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: 4,768 shares; 2024Q4: 4,615 shares; 2025Q1: 4,562 shares; 2025Q2: 4,539 shares; 2025Q3: 4,495 shares; 2025Q4: 4,426 shares 4,426 $239K 0.04% -69 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,273 shares; 2025Q1: 2,369 shares; 2025Q2: 2,354 shares; 2025Q3: 2,137 shares; 2025Q4: 1,895 shares 1,895 $238K 0.03% -242 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,685 shares; 2025Q2: 2,680 shares; 2025Q3: 2,630 shares; 2025Q4: 2,539 shares 2,539 $231K 0.03% -91 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: 3,332 shares; 2024Q4: 3,524 shares; 2025Q1: 3,290 shares; 2025Q2: 3,240 shares; 2025Q3: 3,123 shares; 2025Q4: 2,604 shares 2,604 $230K 0.03% -519 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: 795 shares; 2024Q4: 779 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 738 shares; 2025Q4: 708 shares 708 $230K 0.03% -30 Timeline FDND 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: 18,673 shares; 2025Q1: 20,161 shares; 2025Q2: 20,447 shares; 2025Q3: 16,855 shares; 2025Q4: 10,145 shares 10,145 $228K 0.03% -6,710 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,895 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 5,425 shares; 2025Q4: 4,846 shares 4,846 $223K 0.03% -579 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 534 shares 534 $220K 0.03% +1 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464 $218K 0.03% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 5,098 shares; 2025Q1: 4,722 shares; 2025Q2: 4,683 shares; 2025Q3: 3,270 shares; 2025Q4: 3,072 shares 3,072 $213K 0.03% -198 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,211 shares; 2024Q4: 16,451 shares; 2025Q1: 16,246 shares; 2025Q2: 17,419 shares; 2025Q3: 17,153 shares; 2025Q4: 1,225 shares 1,225 $212K 0.03% -15,928 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,821 shares; 2024Q4: 29,548 shares; 2025Q1: 29,310 shares; 2025Q2: 31,241 shares; 2025Q3: 2,803 shares; 2025Q4: 2,095 shares 2,095 $211K 0.03% -708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $209K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares 358 $207K 0.03% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 3,043 shares 3,043 $206K 0.03% new 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: 1,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,417 shares 1,417 $204K 0.03% +84 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: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares 4,697 $203K 0.03% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,520 shares; 2025Q3: 1,602 shares; 2025Q4: 1,554 shares 1,554 $203K 0.03% -48 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 995 shares; 2025Q1: 966 shares; 2025Q2: not reported; 2025Q3: 1,258 shares; 2025Q4: 1,033 shares 1,033 $200K 0.03% -225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares 1,129 $200K 0.03% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $153K 0.02% 0 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,853 shares; 2025Q4: 11,137 shares 11,137 $132K 0.02% +284 Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,440 shares; 2025Q4: 11,690 shares 11,690 $130K 0.02% +250 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $56.1K 0.01% 0 Timeline HKD AMTD DIGITAL INC More: the full row for AMTD DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,353 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $20.3K <0.01% 0 Timeline