SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590,189 shares; 2024Q4: 1,606,593 shares; 2025Q1: 1,474,465 shares; 2025Q2: 1,145,512 shares; 2025Q3: 1,171,396 shares; 2025Q4: 1,266,104 shares 1,266,104 $71.9M 3.39% +94,708 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: 99,107 shares; 2024Q4: 356,199 shares; 2025Q1: 456,664 shares; 2025Q2: 645,900 shares; 2025Q3: 595,970 shares; 2025Q4: 672,160 shares 672,160 $67.5M 3.18% +76,190 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: 383,879 shares; 2024Q4: 355,850 shares; 2025Q1: 348,873 shares; 2025Q2: 340,126 shares; 2025Q3: 339,785 shares; 2025Q4: 286,639 shares 286,639 $53.5M 2.52% -53,146 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: 229,034 shares; 2024Q4: 229,871 shares; 2025Q1: 226,718 shares; 2025Q2: 226,156 shares; 2025Q3: 224,484 shares; 2025Q4: 190,104 shares 190,104 $51.7M 2.44% -34,380 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: 17,575 shares; 2024Q4: 109,895 shares; 2025Q1: 79,871 shares; 2025Q2: 80,055 shares; 2025Q3: 80,175 shares; 2025Q4: 69,092 shares 69,092 $47.1M 2.22% -11,083 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,724 shares; 2024Q4: 313,696 shares; 2025Q1: 334,266 shares; 2025Q2: 356,621 shares; 2025Q3: 408,073 shares; 2025Q4: 435,777 shares 435,777 $44.7M 2.11% +27,704 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: 145,302 shares; 2024Q4: 143,290 shares; 2025Q1: 140,128 shares; 2025Q2: 137,163 shares; 2025Q3: 133,701 shares; 2025Q4: 133,096 shares 133,096 $44.6M 2.11% -605 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,400 shares; 2024Q4: 570,783 shares; 2025Q1: 575,589 shares; 2025Q2: 642,161 shares; 2025Q3: 603,459 shares; 2025Q4: 540,842 shares 540,842 $43.4M 2.05% -62,617 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: 294,693 shares; 2024Q4: 328,774 shares; 2025Q1: 339,119 shares; 2025Q2: 373,265 shares; 2025Q3: 404,909 shares; 2025Q4: 429,099 shares 429,099 $42.9M 2.02% +24,190 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: 184,650 shares; 2024Q4: 184,669 shares; 2025Q1: 182,934 shares; 2025Q2: 183,559 shares; 2025Q3: 182,737 shares; 2025Q4: 155,953 shares 155,953 $36M 1.7% -26,784 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: 67,111 shares; 2024Q4: 68,384 shares; 2025Q1: 72,559 shares; 2025Q2: 69,697 shares; 2025Q3: 70,450 shares; 2025Q4: 57,103 shares 57,103 $27.6M 1.3% -13,347 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: 463,500 shares; 2024Q4: 500,342 shares; 2025Q1: 508,615 shares; 2025Q2: 516,228 shares; 2025Q3: 537,916 shares; 2025Q4: 494,963 shares 494,963 $25M 1.18% -42,953 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,639 shares; 2024Q4: 332,853 shares; 2025Q1: 405,910 shares; 2025Q2: 404,307 shares; 2025Q3: 447,463 shares; 2025Q4: 551,061 shares 551,061 $21.4M 1.01% +103,598 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 11,606 shares; 2025Q1: 12,693 shares; 2025Q2: 30,609 shares; 2025Q3: 105,004 shares; 2025Q4: 111,626 shares 111,626 $21.4M 1.01% +6,622 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,646 shares; 2024Q4: 335,838 shares; 2025Q1: 419,263 shares; 2025Q2: 309,319 shares; 2025Q3: 337,737 shares; 2025Q4: 425,333 shares 425,333 $19.9M 0.94% +87,596 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,802 shares; 2024Q4: 532,915 shares; 2025Q1: 614,743 shares; 2025Q2: 629,395 shares; 2025Q3: 675,254 shares; 2025Q4: 705,459 shares 705,459 $19.3M 0.91% +30,205 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: 86,722 shares; 2024Q4: 89,117 shares; 2025Q1: 88,609 shares; 2025Q2: 87,041 shares; 2025Q3: 86,488 shares; 2025Q4: 87,657 shares 87,657 $19.3M 0.91% +1,169 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: 88,167 shares; 2024Q4: 90,821 shares; 2025Q1: 90,835 shares; 2025Q2: 88,225 shares; 2025Q3: 87,496 shares; 2025Q4: 59,513 shares 59,513 $18.7M 0.88% -27,983 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,135 shares; 2024Q4: 288,478 shares; 2025Q1: 433,140 shares; 2025Q2: 449,759 shares; 2025Q3: 496,714 shares; 2025Q4: 529,130 shares 529,130 $18.1M 0.86% +32,416 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: 48,427 shares; 2024Q4: 45,382 shares; 2025Q1: 48,789 shares; 2025Q2: 53,907 shares; 2025Q3: 53,024 shares; 2025Q4: 49,469 shares 49,469 $17.1M 0.81% -3,555 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,871 shares; 2024Q4: 21,106 shares; 2025Q1: 22,988 shares; 2025Q2: 24,835 shares; 2025Q3: 26,606 shares; 2025Q4: 27,261 shares 27,261 $17.1M 0.81% +655 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: 48,280 shares; 2024Q4: 43,334 shares; 2025Q1: 39,435 shares; 2025Q2: 39,375 shares; 2025Q3: 39,289 shares; 2025Q4: 37,776 shares 37,776 $17M 0.8% -1,513 Timeline SPTI 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: 530,652 shares; 2024Q4: 495,979 shares; 2025Q1: 978,694 shares; 2025Q2: 556,312 shares; 2025Q3: 560,021 shares; 2025Q4: 588,379 shares 588,379 $17M 0.8% +28,358 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: 49,060 shares; 2024Q4: 55,528 shares; 2025Q1: 56,528 shares; 2025Q2: 58,204 shares; 2025Q3: 57,918 shares; 2025Q4: 53,124 shares 53,124 $16.6M 0.78% -4,794 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 11,366 shares; 2025Q1: 14,396 shares; 2025Q2: 16,856 shares; 2025Q3: 22,767 shares; 2025Q4: 23,649 shares 23,649 $16.2M 0.76% +882 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,575 shares; 2024Q4: 47,901 shares; 2025Q1: 185,333 shares; 2025Q2: 174,672 shares; 2025Q3: 173,166 shares; 2025Q4: 373,177 shares 373,177 $15.9M 0.75% +200,011 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: 16,376 shares; 2024Q4: 75,467 shares; 2025Q1: 21,143 shares; 2025Q2: 22,097 shares; 2025Q3: 15,299 shares; 2025Q4: 25,577 shares 25,577 $15.7M 0.74% +10,278 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: 50,144 shares; 2024Q4: 48,669 shares; 2025Q1: 48,980 shares; 2025Q2: 49,116 shares; 2025Q3: 49,306 shares; 2025Q4: 48,614 shares 48,614 $15.7M 0.74% -692 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 20,581 shares; 2025Q1: 323,099 shares; 2025Q2: 236,392 shares; 2025Q3: 216,618 shares; 2025Q4: 242,953 shares 242,953 $14.6M 0.69% +26,335 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,959 shares; 2024Q4: 191,614 shares; 2025Q1: 214,410 shares; 2025Q2: 238,723 shares; 2025Q3: 267,124 shares; 2025Q4: 303,211 shares 303,211 $14.2M 0.67% +36,087 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: 22,198 shares; 2024Q4: 22,756 shares; 2025Q1: 23,805 shares; 2025Q2: 22,922 shares; 2025Q3: 25,522 shares; 2025Q4: 21,453 shares 21,453 $14.2M 0.67% -4,069 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,398 shares; 2024Q4: 33,028 shares; 2025Q1: 126,603 shares; 2025Q2: 35,482 shares; 2025Q3: 30,139 shares; 2025Q4: 91,066 shares 91,066 $14.1M 0.67% +60,927 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,373 shares; 2024Q4: 18,700 shares; 2025Q1: 31,987 shares; 2025Q2: 29,186 shares; 2025Q3: 28,119 shares; 2025Q4: 28,010 shares 28,010 $14.1M 0.66% -109 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: 41,532 shares; 2024Q4: 40,787 shares; 2025Q1: 40,967 shares; 2025Q2: 40,803 shares; 2025Q3: 40,808 shares; 2025Q4: 38,541 shares 38,541 $13.5M 0.64% -2,267 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: 30,302 shares; 2024Q4: 28,305 shares; 2025Q1: 27,357 shares; 2025Q2: 27,251 shares; 2025Q3: 27,485 shares; 2025Q4: 27,433 shares 27,433 $13.4M 0.63% -52 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364,197 shares; 2025Q4: 387,071 shares 387,071 $13.3M 0.63% +22,874 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,429 shares; 2024Q4: 93,033 shares; 2025Q1: 105,398 shares; 2025Q2: 129,226 shares; 2025Q3: 137,067 shares; 2025Q4: 142,320 shares 142,320 $13.3M 0.63% +5,253 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,441 shares; 2024Q4: 84,580 shares; 2025Q1: 85,203 shares; 2025Q2: 267,893 shares; 2025Q3: 266,016 shares; 2025Q4: 237,902 shares 237,902 $13M 0.61% -28,114 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: 117,604 shares; 2024Q4: 180,271 shares; 2025Q1: 161,068 shares; 2025Q2: 153,129 shares; 2025Q3: 159,537 shares; 2025Q4: 139,969 shares 139,969 $12.8M 0.6% -19,568 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: 76,595 shares; 2024Q4: 90,090 shares; 2025Q1: 119,411 shares; 2025Q2: 145,471 shares; 2025Q3: 131,927 shares; 2025Q4: 162,537 shares 162,537 $11.3M 0.53% +30,610 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: 71,874 shares; 2024Q4: 92,874 shares; 2025Q1: 112,340 shares; 2025Q2: 121,650 shares; 2025Q3: 147,242 shares; 2025Q4: 167,176 shares 167,176 $11M 0.52% +19,934 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: 66,549 shares; 2024Q4: 68,901 shares; 2025Q1: 71,444 shares; 2025Q2: 72,147 shares; 2025Q3: 73,347 shares; 2025Q4: 73,964 shares 73,964 $10.6M 0.5% +617 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,014 shares; 2024Q4: 84,031 shares; 2025Q1: 68,866 shares; 2025Q2: 80,507 shares; 2025Q3: 88,983 shares; 2025Q4: 92,123 shares 92,123 $10.5M 0.49% +3,140 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,108 shares; 2024Q4: 383,090 shares; 2025Q1: 413,287 shares; 2025Q2: 427,088 shares; 2025Q3: 431,184 shares; 2025Q4: 466,219 shares 466,219 $10.5M 0.49% +35,035 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,169 shares; 2024Q4: 212,031 shares; 2025Q1: 202,644 shares; 2025Q2: 731,499 shares; 2025Q3: 684,157 shares; 2025Q4: 207,659 shares 207,659 $10.4M 0.49% -476,498 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,939 shares; 2024Q4: 111,718 shares; 2025Q1: 116,474 shares; 2025Q2: 114,470 shares; 2025Q3: 113,339 shares; 2025Q4: 114,583 shares 114,583 $10.2M 0.48% +1,244 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: 20,453 shares; 2024Q4: 17,065 shares; 2025Q1: 14,588 shares; 2025Q2: 19,363 shares; 2025Q3: 21,717 shares; 2025Q4: 25,659 shares 25,659 $10.2M 0.48% +3,942 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: 203,799 shares; 2024Q4: 205,896 shares; 2025Q1: 251,043 shares; 2025Q2: 276,299 shares; 2025Q3: 281,230 shares; 2025Q4: 300,314 shares 300,314 $10.2M 0.48% +19,084 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194,959 shares; 2025Q3: 220,429 shares; 2025Q4: 284,093 shares 284,093 $10M 0.47% +63,664 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141,504 shares; 2025Q1: 165,452 shares; 2025Q2: 203,116 shares; 2025Q3: 212,858 shares; 2025Q4: 219,195 shares 219,195 $9.75M 0.46% +6,337 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,307 shares; 2024Q4: 327,816 shares; 2025Q1: 315,029 shares; 2025Q2: 207,187 shares; 2025Q3: 310,848 shares; 2025Q4: 218,941 shares 218,941 $9.72M 0.46% -91,907 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 25,481 shares; 2025Q1: 26,858 shares; 2025Q2: 197,538 shares; 2025Q3: 171,333 shares; 2025Q4: 186,865 shares 186,865 $9.39M 0.44% +15,532 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,030 shares; 2024Q4: 46,540 shares; 2025Q1: 45,236 shares; 2025Q2: 42,411 shares; 2025Q3: 36,854 shares; 2025Q4: 35,907 shares 35,907 $9.26M 0.44% -947 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,611 shares; 2025Q1: 38,917 shares; 2025Q2: 85,041 shares; 2025Q3: 196,891 shares; 2025Q4: 207,414 shares 207,414 $9.05M 0.43% +10,523 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,384 shares; 2024Q4: 10,366 shares; 2025Q1: 10,476 shares; 2025Q2: 10,372 shares; 2025Q3: 10,426 shares; 2025Q4: 94,042 shares 94,042 $8.82M 0.42% +83,616 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,307 shares; 2024Q4: 1,210,353 shares; 2025Q1: 1,854,282 shares; 2025Q2: 1,916,196 shares; 2025Q3: 1,965,106 shares; 2025Q4: 1,981,572 shares 1,981,572 $8.68M 0.41% +16,466 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,807 shares; 2024Q4: 37,794 shares; 2025Q1: 308,067 shares; 2025Q2: 99,772 shares; 2025Q3: 196,090 shares; 2025Q4: 167,889 shares 167,889 $8.61M 0.41% -28,201 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,165 shares; 2024Q4: 160,612 shares; 2025Q1: 190,773 shares; 2025Q2: 190,613 shares; 2025Q3: 204,505 shares; 2025Q4: 213,675 shares 213,675 $8.41M 0.4% +9,170 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,514 shares; 2024Q4: 93,753 shares; 2025Q1: 107,150 shares; 2025Q2: 107,543 shares; 2025Q3: 114,913 shares; 2025Q4: 117,827 shares 117,827 $8.36M 0.39% +2,914 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,638 shares; 2024Q4: 180,619 shares; 2025Q1: 179,597 shares; 2025Q2: 183,909 shares; 2025Q3: 183,560 shares; 2025Q4: 181,263 shares 181,263 $8.3M 0.39% -2,297 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,651 shares; 2024Q4: 17,627 shares; 2025Q1: 7,515 shares; 2025Q2: 6,757 shares; 2025Q3: 7,552 shares; 2025Q4: 182,300 shares 182,300 $8.27M 0.39% +174,748 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,293 shares; 2024Q4: 53,042 shares; 2025Q1: 62,659 shares; 2025Q2: 151,593 shares; 2025Q3: 132,932 shares; 2025Q4: 120,931 shares 120,931 $8.03M 0.38% -12,001 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,992 shares; 2024Q4: 211,605 shares; 2025Q1: 233,258 shares; 2025Q2: 250,355 shares; 2025Q3: 284,115 shares; 2025Q4: 306,059 shares 306,059 $7.82M 0.37% +21,944 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,509 shares; 2024Q4: 374,168 shares; 2025Q1: 373,604 shares; 2025Q2: 444,055 shares; 2025Q3: 506,545 shares; 2025Q4: 515,168 shares 515,168 $7.63M 0.36% +8,623 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,750 shares; 2024Q4: 229,562 shares; 2025Q1: 251,837 shares; 2025Q2: 271,989 shares; 2025Q3: 314,292 shares; 2025Q4: 337,252 shares 337,252 $7.47M 0.35% +22,960 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,906 shares; 2024Q4: 35,676 shares; 2025Q1: 35,819 shares; 2025Q2: 35,717 shares; 2025Q3: 38,166 shares; 2025Q4: 38,834 shares 38,834 $7.42M 0.35% +668 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,449 shares; 2024Q4: 23,071 shares; 2025Q1: 24,377 shares; 2025Q2: 23,849 shares; 2025Q3: 23,533 shares; 2025Q4: 23,389 shares 23,389 $7.36M 0.35% -144 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,899 shares; 2024Q4: 57,931 shares; 2025Q1: 58,192 shares; 2025Q2: 76,322 shares; 2025Q3: 114,738 shares; 2025Q4: 60,661 shares 60,661 $7.29M 0.34% -54,077 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,671 shares; 2024Q4: 111,271 shares; 2025Q1: 57,366 shares; 2025Q2: 225,216 shares; 2025Q3: 182,140 shares; 2025Q4: 203,140 shares 203,140 $7.28M 0.34% +21,000 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 86,693 shares; 2025Q1: 117,985 shares; 2025Q2: 138,336 shares; 2025Q3: 159,081 shares; 2025Q4: 142,631 shares 142,631 $7.21M 0.34% -16,450 Timeline BSTZ 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: 327,424 shares; 2024Q4: 99,932 shares; 2025Q1: 105,137 shares; 2025Q2: 336,660 shares; 2025Q3: 322,791 shares; 2025Q4: 315,818 shares 315,818 $7.14M 0.34% -6,973 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,760 shares; 2025Q3: 53,832 shares; 2025Q4: 72,605 shares 72,605 $7.14M 0.34% +18,773 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: 45,225 shares; 2024Q4: 45,766 shares; 2025Q1: 45,757 shares; 2025Q2: 45,886 shares; 2025Q3: 45,115 shares; 2025Q4: 43,009 shares 43,009 $6.92M 0.33% -2,106 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 101,199 shares; 2025Q2: 101,216 shares; 2025Q3: 101,180 shares; 2025Q4: 101,130 shares 101,130 $6.77M 0.32% -50 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: 32,879 shares; 2024Q4: 33,052 shares; 2025Q1: 33,102 shares; 2025Q2: 33,091 shares; 2025Q3: 33,313 shares; 2025Q4: 29,186 shares 29,186 $6.67M 0.31% -4,127 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 15,151 shares; 2025Q1: 17,112 shares; 2025Q2: 111,966 shares; 2025Q3: 106,736 shares; 2025Q4: 112,504 shares 112,504 $6.38M 0.3% +5,768 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,819 shares; 2024Q4: 329,919 shares; 2025Q1: 387,060 shares; 2025Q2: 157,021 shares; 2025Q3: 144,233 shares; 2025Q4: 126,622 shares 126,622 $6.28M 0.3% -17,611 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,615 shares; 2025Q1: 53,837 shares; 2025Q2: 49,315 shares; 2025Q3: 56,302 shares; 2025Q4: 57,117 shares 57,117 $6.26M 0.3% +815 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: 63,410 shares; 2024Q4: 64,081 shares; 2025Q1: 64,787 shares; 2025Q2: 64,340 shares; 2025Q3: 64,504 shares; 2025Q4: 55,210 shares 55,210 $6.15M 0.29% -9,294 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: 45,996 shares; 2024Q4: 44,718 shares; 2025Q1: 45,457 shares; 2025Q2: 46,184 shares; 2025Q3: 52,653 shares; 2025Q4: 50,971 shares 50,971 $6.13M 0.29% -1,682 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: 30,446 shares; 2024Q4: 29,690 shares; 2025Q1: 29,436 shares; 2025Q2: 29,561 shares; 2025Q3: 29,621 shares; 2025Q4: 29,482 shares 29,482 $6.1M 0.29% -139 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,943 shares; 2024Q4: 250,441 shares; 2025Q1: 340,877 shares; 2025Q2: 341,959 shares; 2025Q3: 357,124 shares; 2025Q4: 363,381 shares 363,381 $6.1M 0.29% +6,257 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: 34,917 shares; 2024Q4: 123,130 shares; 2025Q1: 42,102 shares; 2025Q2: 27,587 shares; 2025Q3: 21,912 shares; 2025Q4: 42,294 shares 42,294 $6.09M 0.29% +20,382 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,504 shares; 2024Q4: 22,048 shares; 2025Q1: 13,287 shares; 2025Q2: 39,803 shares; 2025Q3: 35,595 shares; 2025Q4: 37,387 shares 37,387 $5.86M 0.28% +1,792 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,962 shares; 2024Q4: 82,541 shares; 2025Q1: 76,883 shares; 2025Q2: 76,068 shares; 2025Q3: 72,292 shares; 2025Q4: 70,950 shares 70,950 $5.85M 0.28% -1,342 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: 34,085 shares; 2024Q4: 40,705 shares; 2025Q1: 43,570 shares; 2025Q2: 44,913 shares; 2025Q3: 46,253 shares; 2025Q4: 40,657 shares 40,657 $5.83M 0.27% -5,596 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: 63,148 shares; 2024Q4: 197,642 shares; 2025Q1: 212,710 shares; 2025Q2: 212,221 shares; 2025Q3: 199,651 shares; 2025Q4: 208,666 shares 208,666 $5.72M 0.27% +9,015 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: 44,188 shares; 2024Q4: 47,598 shares; 2025Q1: 52,697 shares; 2025Q2: 60,523 shares; 2025Q3: 59,477 shares; 2025Q4: 54,139 shares 54,139 $5.7M 0.27% -5,338 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,637 shares; 2025Q4: 108,228 shares 108,228 $5.63M 0.27% +2,591 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,961 shares; 2024Q4: 183,702 shares; 2025Q1: 219,498 shares; 2025Q2: 225,155 shares; 2025Q3: 246,053 shares; 2025Q4: 252,039 shares 252,039 $5.61M 0.26% +5,986 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,281 shares; 2024Q4: 73,057 shares; 2025Q1: 76,058 shares; 2025Q2: 72,550 shares; 2025Q3: 72,303 shares; 2025Q4: 74,358 shares 74,358 $5.61M 0.26% +2,055 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,141 shares; 2024Q4: 547,408 shares; 2025Q1: 540,978 shares; 2025Q2: 516,858 shares; 2025Q3: 516,558 shares; 2025Q4: 527,776 shares 527,776 $5.5M 0.26% +11,218 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,328 shares; 2024Q4: 42,445 shares; 2025Q1: 40,892 shares; 2025Q2: 40,107 shares; 2025Q3: 38,927 shares; 2025Q4: 38,504 shares 38,504 $5.36M 0.25% -423 Timeline QGRO 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: 58,290 shares; 2024Q4: 42,251 shares; 2025Q1: 42,644 shares; 2025Q2: 45,943 shares; 2025Q3: 46,394 shares; 2025Q4: 46,122 shares 46,122 $5.28M 0.25% -272 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,040 shares; 2024Q4: 14,262 shares; 2025Q1: 12,069 shares; 2025Q2: 47,612 shares; 2025Q3: 124,976 shares; 2025Q4: 105,865 shares 105,865 $5.28M 0.25% -19,111 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,046 shares; 2024Q4: 66,786 shares; 2025Q1: 71,193 shares; 2025Q2: 11,332 shares; 2025Q3: 88,707 shares; 2025Q4: 60,602 shares 60,602 $5.17M 0.24% -28,105 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,661 shares; 2025Q1: 120,556 shares; 2025Q2: 123,208 shares; 2025Q3: 139,450 shares; 2025Q4: 146,928 shares 146,928 $5.17M 0.24% +7,478 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: 19,475 shares; 2024Q4: 19,613 shares; 2025Q1: 20,801 shares; 2025Q2: 21,418 shares; 2025Q3: 20,714 shares; 2025Q4: 20,419 shares 20,419 $5.16M 0.24% -295 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: 17,300 shares; 2024Q4: 16,426 shares; 2025Q1: 16,372 shares; 2025Q2: 16,238 shares; 2025Q3: 16,252 shares; 2025Q4: 14,963 shares 14,963 $5.15M 0.24% -1,289 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: 6,912 shares; 2024Q4: 6,542 shares; 2025Q1: 6,189 shares; 2025Q2: 6,226 shares; 2025Q3: 6,334 shares; 2025Q4: 4,782 shares 4,782 $5.14M 0.24% -1,552 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,378 shares; 2024Q4: 67,639 shares; 2025Q1: 67,917 shares; 2025Q2: 65,016 shares; 2025Q3: 66,336 shares; 2025Q4: 66,988 shares 66,988 $5.03M 0.24% +652 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,070 shares; 2025Q3: 809,713 shares; 2025Q4: 839,270 shares 839,270 $4.93M 0.23% +29,557 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: not reported; 2024Q4: 24,461 shares; 2025Q1: 29,831 shares; 2025Q2: 30,701 shares; 2025Q3: 33,007 shares; 2025Q4: 34,344 shares 34,344 $4.76M 0.22% +1,337 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: 19,125 shares; 2025Q1: 20,581 shares; 2025Q2: 21,600 shares; 2025Q3: 23,214 shares; 2025Q4: 23,506 shares 23,506 $4.67M 0.22% +292 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,798 shares; 2024Q4: 134,982 shares; 2025Q1: 154,345 shares; 2025Q2: 215,069 shares; 2025Q3: 127,422 shares; 2025Q4: 127,902 shares 127,902 $4.59M 0.22% +480 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,349 shares; 2024Q4: 28,929 shares; 2025Q1: 29,963 shares; 2025Q2: 31,238 shares; 2025Q3: 30,197 shares; 2025Q4: 29,634 shares 29,634 $4.52M 0.21% -563 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: 9,236 shares; 2024Q4: 9,191 shares; 2025Q1: 9,199 shares; 2025Q2: 9,233 shares; 2025Q3: 9,190 shares; 2025Q4: 7,894 shares 7,894 $4.51M 0.21% -1,296 Timeline SMOG 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: 40,590 shares; 2024Q4: 40,310 shares; 2025Q1: 39,438 shares; 2025Q2: 38,885 shares; 2025Q3: 35,303 shares; 2025Q4: 34,464 shares 34,464 $4.47M 0.21% -839 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 13,307 shares; 2025Q1: 13,593 shares; 2025Q2: 47,772 shares; 2025Q3: 35,438 shares; 2025Q4: 36,487 shares 36,487 $4.44M 0.21% +1,049 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: 24,571 shares; 2024Q4: 24,467 shares; 2025Q1: 23,721 shares; 2025Q2: 23,867 shares; 2025Q3: 24,307 shares; 2025Q4: 23,854 shares 23,854 $4.37M 0.21% -453 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: 6,453 shares; 2024Q4: 7,050 shares; 2025Q1: 7,035 shares; 2025Q2: 6,965 shares; 2025Q3: 6,856 shares; 2025Q4: 5,033 shares 5,033 $4.34M 0.2% -1,823 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,119 shares; 2024Q4: 138,234 shares; 2025Q1: 73,543 shares; 2025Q2: 68,804 shares; 2025Q3: 142,496 shares; 2025Q4: 74,057 shares 74,057 $4.29M 0.2% -68,439 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,343 shares; 2024Q4: 54,178 shares; 2025Q1: 70,161 shares; 2025Q2: 70,683 shares; 2025Q3: 75,912 shares; 2025Q4: 92,622 shares 92,622 $4.26M 0.2% +16,710 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,125 shares; 2025Q2: 45,931 shares; 2025Q3: 48,368 shares; 2025Q4: 54,710 shares 54,710 $4.15M 0.2% +6,342 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: 1,237 shares; 2024Q4: 1,209 shares; 2025Q1: 1,017 shares; 2025Q2: 967 shares; 2025Q3: 988 shares; 2025Q4: 9,983 shares 9,983 $4.12M 0.19% +8,995 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,819 shares; 2024Q4: 47,038 shares; 2025Q1: 44,980 shares; 2025Q2: 43,537 shares; 2025Q3: 43,733 shares; 2025Q4: 43,611 shares 43,611 $4.11M 0.19% -122 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,322 shares; 2024Q4: 59,616 shares; 2025Q1: 33,649 shares; 2025Q2: 156,062 shares; 2025Q3: 148,923 shares; 2025Q4: 91,801 shares 91,801 $4.1M 0.19% -57,122 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,652 shares; 2024Q4: 56,530 shares; 2025Q1: 57,184 shares; 2025Q2: 57,895 shares; 2025Q3: 67,858 shares; 2025Q4: 66,216 shares 66,216 $4.03M 0.19% -1,642 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,260 shares; 2024Q4: 124,004 shares; 2025Q1: 123,074 shares; 2025Q2: 129,445 shares; 2025Q3: 130,367 shares; 2025Q4: 131,211 shares 131,211 $3.98M 0.19% +844 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,732 shares; 2024Q4: 103,922 shares; 2025Q1: 103,965 shares; 2025Q2: 161,679 shares; 2025Q3: 160,347 shares; 2025Q4: 155,541 shares 155,541 $3.91M 0.18% -4,806 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: 8,900 shares; 2024Q4: 8,802 shares; 2025Q1: 9,535 shares; 2025Q2: 9,494 shares; 2025Q3: 12,261 shares; 2025Q4: 19,926 shares 19,926 $3.89M 0.18% +7,665 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,970 shares; 2024Q4: 201,904 shares; 2025Q1: 201,048 shares; 2025Q2: 206,955 shares; 2025Q3: 210,009 shares; 2025Q4: 208,370 shares 208,370 $3.86M 0.18% -1,639 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: 16,898 shares; 2024Q4: 14,358 shares; 2025Q1: 14,682 shares; 2025Q2: 14,689 shares; 2025Q3: 16,111 shares; 2025Q4: 13,469 shares 13,469 $3.84M 0.18% -2,642 Timeline SPIP 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: 129,725 shares; 2025Q4: 146,126 shares 146,126 $3.79M 0.18% +16,401 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,522 shares; 2024Q4: 13,663 shares; 2025Q1: 14,140 shares; 2025Q2: 13,591 shares; 2025Q3: 13,493 shares; 2025Q4: 13,050 shares 13,050 $3.79M 0.18% -443 Timeline FDD 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: 198,437 shares; 2025Q3: 202,460 shares; 2025Q4: 213,902 shares 213,902 $3.74M 0.18% +11,442 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: 6,872 shares; 2024Q4: 7,139 shares; 2025Q1: 7,187 shares; 2025Q2: 12,113 shares; 2025Q3: 13,140 shares; 2025Q4: 11,269 shares 11,269 $3.72M 0.18% -1,871 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: 9,876 shares; 2024Q4: 10,249 shares; 2025Q1: 10,544 shares; 2025Q2: 10,042 shares; 2025Q3: 13,225 shares; 2025Q4: 12,329 shares 12,329 $3.65M 0.17% -896 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,720 shares; 2024Q4: 50,512 shares; 2025Q1: 67,756 shares; 2025Q2: 60,615 shares; 2025Q3: 60,996 shares; 2025Q4: 61,334 shares 61,334 $3.6M 0.17% +338 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 9,553 shares; 2025Q1: 11,052 shares; 2025Q2: 11,325 shares; 2025Q3: 11,496 shares; 2025Q4: 11,590 shares 11,590 $3.57M 0.17% +94 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,656 shares; 2024Q4: 189,124 shares; 2025Q1: 170,708 shares; 2025Q2: 218,046 shares; 2025Q3: 143,206 shares; 2025Q4: 150,728 shares 150,728 $3.57M 0.17% +7,522 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: 55,018 shares; 2024Q4: 49,327 shares; 2025Q1: 49,530 shares; 2025Q2: 89,436 shares; 2025Q3: 119,965 shares; 2025Q4: 49,901 shares 49,901 $3.56M 0.17% -70,064 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 12,364 shares; 2025Q1: 11,467 shares; 2025Q2: 20,913 shares; 2025Q3: 8,212 shares; 2025Q4: 9,885 shares 9,885 $3.56M 0.17% +1,673 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: 25,602 shares; 2024Q4: 23,066 shares; 2025Q1: 23,599 shares; 2025Q2: 24,668 shares; 2025Q3: 24,899 shares; 2025Q4: 22,973 shares 22,973 $3.54M 0.17% -1,926 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,188 shares; 2024Q4: 228,426 shares; 2025Q1: 235,622 shares; 2025Q2: 250,996 shares; 2025Q3: 269,872 shares; 2025Q4: 280,562 shares 280,562 $3.47M 0.16% +10,690 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,701 shares; 2024Q4: 47,916 shares; 2025Q1: 47,945 shares; 2025Q2: 46,900 shares; 2025Q3: 50,328 shares; 2025Q4: 49,119 shares 49,119 $3.41M 0.16% -1,209 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: 5,731 shares; 2024Q4: 5,164 shares; 2025Q1: 4,963 shares; 2025Q2: 6,770 shares; 2025Q3: 6,184 shares; 2025Q4: 5,750 shares 5,750 $3.33M 0.16% -434 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,220 shares; 2025Q2: 54,221 shares; 2025Q3: 55,951 shares; 2025Q4: 63,650 shares 63,650 $3.24M 0.15% +7,699 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,748 shares; 2024Q4: 44,551 shares; 2025Q1: 43,830 shares; 2025Q2: 43,675 shares; 2025Q3: 42,927 shares; 2025Q4: 43,620 shares 43,620 $3.21M 0.15% +693 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,822 shares; 2024Q4: 45,406 shares; 2025Q1: 47,172 shares; 2025Q2: 66,549 shares; 2025Q3: 67,216 shares; 2025Q4: 69,673 shares 69,673 $3.18M 0.15% +2,457 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,993 shares; 2024Q4: 15,844 shares; 2025Q1: 15,180 shares; 2025Q2: 14,697 shares; 2025Q3: 15,104 shares; 2025Q4: 15,461 shares 15,461 $3.17M 0.15% +357 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: 28,448 shares; 2024Q4: 29,344 shares; 2025Q1: 29,777 shares; 2025Q2: 28,398 shares; 2025Q3: 29,935 shares; 2025Q4: 39,683 shares 39,683 $3.16M 0.15% +9,748 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: 21,542 shares; 2024Q4: 19,281 shares; 2025Q1: 18,242 shares; 2025Q2: 17,551 shares; 2025Q3: 17,168 shares; 2025Q4: 14,563 shares 14,563 $3.12M 0.15% -2,605 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,928 shares; 2024Q4: 28,466 shares; 2025Q1: 33,249 shares; 2025Q2: 20,474 shares; 2025Q3: 21,164 shares; 2025Q4: 19,859 shares 19,859 $3.08M 0.15% -1,305 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: 9,555 shares; 2024Q4: 10,362 shares; 2025Q1: 10,763 shares; 2025Q2: 18,375 shares; 2025Q3: 16,652 shares; 2025Q4: 11,257 shares 11,257 $2.98M 0.14% -5,395 Timeline QUS 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: 26,604 shares; 2024Q4: 26,580 shares; 2025Q1: 29,593 shares; 2025Q2: 29,790 shares; 2025Q3: 26,015 shares; 2025Q4: 16,149 shares 16,149 $2.81M 0.13% -9,866 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 21,661 shares; 2025Q1: 24,528 shares; 2025Q2: 23,861 shares; 2025Q3: 49,025 shares; 2025Q4: 52,872 shares 52,872 $2.81M 0.13% +3,847 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,309 shares; 2025Q1: 4,083 shares; 2025Q2: 4,348 shares; 2025Q3: 8,166 shares; 2025Q4: 8,151 shares 8,151 $2.8M 0.13% -15 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,966 shares; 2024Q4: 11,522 shares; 2025Q1: 12,097 shares; 2025Q2: 12,059 shares; 2025Q3: 11,950 shares; 2025Q4: 14,330 shares 14,330 $2.79M 0.13% +2,380 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: 10,672 shares; 2024Q4: 23,740 shares; 2025Q1: 30,191 shares; 2025Q2: 42,923 shares; 2025Q3: 33,331 shares; 2025Q4: 15,699 shares 15,699 $2.79M 0.13% -17,632 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 6,173 shares; 2025Q1: 18,161 shares; 2025Q2: 19,261 shares; 2025Q3: 19,598 shares; 2025Q4: 18,962 shares 18,962 $2.78M 0.13% -636 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,299 shares; 2025Q2: 17,677 shares; 2025Q3: 42,481 shares; 2025Q4: 71,344 shares 71,344 $2.78M 0.13% +28,863 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,579 shares; 2024Q4: 23,895 shares; 2025Q1: 19,864 shares; 2025Q2: 23,757 shares; 2025Q3: 28,052 shares; 2025Q4: 28,802 shares 28,802 $2.74M 0.13% +750 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 42,482 shares; 2025Q1: 35,200 shares; 2025Q2: 56,671 shares; 2025Q3: 44,010 shares; 2025Q4: 38,250 shares 38,250 $2.73M 0.13% -5,760 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 8,928 shares; 2025Q1: 10,149 shares; 2025Q2: 12,913 shares; 2025Q3: 11,976 shares; 2025Q4: 11,877 shares 11,877 $2.72M 0.13% -99 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,123 shares; 2024Q4: 77,790 shares; 2025Q1: 79,470 shares; 2025Q2: 80,952 shares; 2025Q3: 81,542 shares; 2025Q4: 84,659 shares 84,659 $2.71M 0.13% +3,117 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: 5,913 shares; 2024Q4: 6,625 shares; 2025Q1: 6,541 shares; 2025Q2: 8,592 shares; 2025Q3: 8,209 shares; 2025Q4: 7,290 shares 7,290 $2.7M 0.13% -919 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,447 shares; 2024Q4: 207,769 shares; 2025Q1: 116,101 shares; 2025Q2: 128,245 shares; 2025Q3: 129,555 shares; 2025Q4: 156,452 shares 156,452 $2.66M 0.13% +26,897 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: 81,128 shares; 2024Q4: 12,882 shares; 2025Q1: 15,428 shares; 2025Q2: 15,026 shares; 2025Q3: 16,975 shares; 2025Q4: 17,006 shares 17,006 $2.53M 0.12% +31 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: 45,224 shares; 2024Q4: 50,617 shares; 2025Q1: 53,650 shares; 2025Q2: 31,894 shares; 2025Q3: 47,305 shares; 2025Q4: 39,064 shares 39,064 $2.52M 0.12% -8,241 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: 61,332 shares; 2024Q4: 59,401 shares; 2025Q1: 60,136 shares; 2025Q2: 59,563 shares; 2025Q3: 59,772 shares; 2025Q4: 61,636 shares 61,636 $2.51M 0.12% +1,864 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,070 shares; 2024Q4: 10,888 shares; 2025Q1: 10,549 shares; 2025Q2: 9,846 shares; 2025Q3: 5,551 shares; 2025Q4: 5,226 shares 5,226 $2.47M 0.12% -325 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,820 shares 14,820 $2.47M 0.12% new Timeline PKW 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: 20,528 shares; 2024Q4: 20,366 shares; 2025Q1: 19,966 shares; 2025Q2: 19,011 shares; 2025Q3: 18,971 shares; 2025Q4: 18,334 shares 18,334 $2.46M 0.12% -637 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,740 shares; 2025Q2: 27,511 shares; 2025Q3: 24,897 shares; 2025Q4: 23,571 shares 23,571 $2.45M 0.12% -1,326 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,123 shares; 2024Q4: 25,556 shares; 2025Q1: 22,861 shares; 2025Q2: 22,455 shares; 2025Q3: 22,595 shares; 2025Q4: 21,496 shares 21,496 $2.45M 0.12% -1,099 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,482 shares; 2024Q4: 28,391 shares; 2025Q1: 35,237 shares; 2025Q2: 35,780 shares; 2025Q3: 35,576 shares; 2025Q4: 29,900 shares 29,900 $2.44M 0.12% -5,676 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,575 shares; 2024Q4: 100,569 shares; 2025Q1: 80,299 shares; 2025Q2: 75,746 shares; 2025Q3: 48,324 shares; 2025Q4: 48,376 shares 48,376 $2.44M 0.12% +52 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: 32,630 shares; 2024Q4: 34,188 shares; 2025Q1: 33,485 shares; 2025Q2: 33,690 shares; 2025Q3: 33,968 shares; 2025Q4: 34,020 shares 34,020 $2.38M 0.11% +52 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,863 shares; 2024Q4: 38,441 shares; 2025Q1: 37,894 shares; 2025Q2: 38,535 shares; 2025Q3: 38,490 shares; 2025Q4: 38,027 shares 38,027 $2.38M 0.11% -463 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,116 shares; 2024Q4: 22,324 shares; 2025Q1: 24,059 shares; 2025Q2: 23,802 shares; 2025Q3: 24,836 shares; 2025Q4: 28,035 shares 28,035 $2.37M 0.11% +3,199 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,218 shares; 2024Q4: 15,982 shares; 2025Q1: 22,969 shares; 2025Q2: 26,915 shares; 2025Q3: 26,644 shares; 2025Q4: 25,258 shares 25,258 $2.36M 0.11% -1,386 Timeline SFLR 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: 48,780 shares; 2025Q3: 54,657 shares; 2025Q4: 63,888 shares 63,888 $2.35M 0.11% +9,231 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 7,362 shares; 2025Q1: 7,126 shares; 2025Q2: 7,086 shares; 2025Q3: 7,005 shares; 2025Q4: 9,229 shares 9,229 $2.31M 0.11% +2,224 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: 27,854 shares; 2024Q4: 28,949 shares; 2025Q1: 26,053 shares; 2025Q2: 25,856 shares; 2025Q3: 25,332 shares; 2025Q4: 26,008 shares 26,008 $2.3M 0.11% +676 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,947 shares; 2025Q4: 30,844 shares 30,844 $2.3M 0.11% -2,103 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: 4,968 shares; 2024Q4: 4,352 shares; 2025Q1: 4,358 shares; 2025Q2: 4,249 shares; 2025Q3: 4,450 shares; 2025Q4: 3,975 shares 3,975 $2.28M 0.11% -475 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,863 shares; 2024Q4: 39,228 shares; 2025Q1: 41,323 shares; 2025Q2: 40,734 shares; 2025Q3: 38,393 shares; 2025Q4: 37,708 shares 37,708 $2.27M 0.11% -685 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 17,366 shares; 2025Q1: 16,993 shares; 2025Q2: 16,567 shares; 2025Q3: 16,377 shares; 2025Q4: 14,654 shares 14,654 $2.25M 0.11% -1,723 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: 32,355 shares; 2024Q4: 33,741 shares; 2025Q1: 33,525 shares; 2025Q2: 33,807 shares; 2025Q3: 36,635 shares; 2025Q4: 27,740 shares 27,740 $2.2M 0.1% -8,895 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: 22,079 shares; 2024Q4: 32,564 shares; 2025Q1: 21,328 shares; 2025Q2: 22,632 shares; 2025Q3: 16,414 shares; 2025Q4: 19,253 shares 19,253 $2.19M 0.1% +2,839 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,853 shares; 2024Q4: 31,456 shares; 2025Q1: 31,393 shares; 2025Q2: 30,321 shares; 2025Q3: 30,561 shares; 2025Q4: 27,316 shares 27,316 $2.17M 0.1% -3,245 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: 29,194 shares; 2024Q4: 28,346 shares; 2025Q1: 29,269 shares; 2025Q2: 29,267 shares; 2025Q3: 29,378 shares; 2025Q4: 26,603 shares 26,603 $2.14M 0.1% -2,775 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: 32,400 shares; 2024Q4: 31,142 shares; 2025Q1: 32,346 shares; 2025Q2: 33,038 shares; 2025Q3: 32,948 shares; 2025Q4: 27,491 shares 27,491 $2.12M 0.1% -5,457 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,596 shares; 2025Q3: 18,024 shares; 2025Q4: 22,087 shares 22,087 $2.08M 0.1% +4,063 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,588 shares 31,588 $2.07M 0.1% new Timeline IUSG 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: 4,555 shares; 2024Q4: 6,166 shares; 2025Q1: 8,678 shares; 2025Q2: 10,885 shares; 2025Q3: 12,109 shares; 2025Q4: 12,235 shares 12,235 $2.05M 0.1% +126 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,337 shares; 2024Q4: 35,110 shares; 2025Q1: 31,735 shares; 2025Q2: 12,096 shares; 2025Q3: 17,292 shares; 2025Q4: 28,017 shares 28,017 $2.04M 0.1% +10,725 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: 1,645 shares; 2024Q4: 1,646 shares; 2025Q1: 2,223 shares; 2025Q2: 2,116 shares; 2025Q3: 3,081 shares; 2025Q4: 12,995 shares 12,995 $1.99M 0.09% +9,914 Timeline RPG 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: 45,042 shares; 2024Q4: 44,612 shares; 2025Q1: 45,058 shares; 2025Q2: 44,939 shares; 2025Q3: 44,154 shares; 2025Q4: 42,236 shares 42,236 $1.97M 0.09% -1,918 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: 3,678 shares; 2024Q4: 3,642 shares; 2025Q1: 3,641 shares; 2025Q2: 3,144 shares; 2025Q3: 3,105 shares; 2025Q4: 2,605 shares 2,605 $1.96M 0.09% -500 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,644 shares; 2025Q1: 3,646 shares; 2025Q2: 3,708 shares; 2025Q3: 4,013 shares; 2025Q4: 3,346 shares 3,346 $1.94M 0.09% -667 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: 37,496 shares; 2024Q4: 33,886 shares; 2025Q1: 34,157 shares; 2025Q2: 34,221 shares; 2025Q3: 32,631 shares; 2025Q4: 35,314 shares 35,314 $1.94M 0.09% +2,683 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: 22,423 shares; 2024Q4: 22,301 shares; 2025Q1: 21,306 shares; 2025Q2: 20,197 shares; 2025Q3: 19,438 shares; 2025Q4: 19,032 shares 19,032 $1.94M 0.09% -406 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 4,568 shares; 2025Q1: 3,594 shares; 2025Q2: 5,046 shares; 2025Q3: 9,807 shares; 2025Q4: 8,944 shares 8,944 $1.92M 0.09% -863 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,749 shares; 2024Q4: 340,153 shares; 2025Q1: 371,821 shares; 2025Q2: 88,003 shares; 2025Q3: 534,418 shares; 2025Q4: 74,389 shares 74,389 $1.92M 0.09% -460,029 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,984 shares; 2024Q4: 14,842 shares; 2025Q1: 14,601 shares; 2025Q2: 13,688 shares; 2025Q3: 13,728 shares; 2025Q4: 13,452 shares 13,452 $1.9M 0.09% -276 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,204 shares; 2024Q4: 64,333 shares; 2025Q1: 65,381 shares; 2025Q2: 65,489 shares; 2025Q3: 67,119 shares; 2025Q4: 69,087 shares 69,087 $1.88M 0.09% +1,968 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 19,529 shares; 2025Q1: 23,087 shares; 2025Q2: 21,514 shares; 2025Q3: 18,998 shares; 2025Q4: 17,521 shares 17,521 $1.88M 0.09% -1,477 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,815 shares; 2024Q4: 64,815 shares; 2025Q1: 66,400 shares; 2025Q2: 74,068 shares; 2025Q3: 77,346 shares; 2025Q4: 74,238 shares 74,238 $1.85M 0.09% -3,108 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,818 shares; 2024Q4: 42,380 shares; 2025Q1: 40,777 shares; 2025Q2: 37,049 shares; 2025Q3: 37,546 shares; 2025Q4: 38,516 shares 38,516 $1.83M 0.09% +970 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,705 shares; 2024Q4: 54,851 shares; 2025Q1: 56,495 shares; 2025Q2: 56,177 shares; 2025Q3: 36,894 shares; 2025Q4: 36,775 shares 36,775 $1.82M 0.09% -119 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,966 shares; 2024Q4: 23,884 shares; 2025Q1: 24,088 shares; 2025Q2: 23,662 shares; 2025Q3: 23,088 shares; 2025Q4: 23,524 shares 23,524 $1.8M 0.09% +436 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,894 shares; 2024Q4: 19,864 shares; 2025Q1: 19,433 shares; 2025Q2: 18,978 shares; 2025Q3: 17,930 shares; 2025Q4: 17,328 shares 17,328 $1.8M 0.09% -602 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,098 shares; 2025Q3: 83,292 shares; 2025Q4: 85,356 shares 85,356 $1.8M 0.08% +2,064 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: 15,542 shares; 2024Q4: 16,734 shares; 2025Q1: 16,746 shares; 2025Q2: 16,472 shares; 2025Q3: 16,099 shares; 2025Q4: 14,141 shares 14,141 $1.77M 0.08% -1,958 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,406 shares; 2024Q4: 18,296 shares; 2025Q1: 18,562 shares; 2025Q2: 17,586 shares; 2025Q3: 18,747 shares; 2025Q4: 18,741 shares 18,741 $1.77M 0.08% -6 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,370 shares; 2024Q4: 81,516 shares; 2025Q1: 92,042 shares; 2025Q2: 20,614 shares; 2025Q3: 18,784 shares; 2025Q4: 18,993 shares 18,993 $1.76M 0.08% +209 Timeline FLRN 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: 31,239 shares; 2024Q4: 37,613 shares; 2025Q1: 134,060 shares; 2025Q2: 51,641 shares; 2025Q3: 54,128 shares; 2025Q4: 57,271 shares 57,271 $1.76M 0.08% +3,143 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,334 shares; 2024Q4: 63,684 shares; 2025Q1: 72,585 shares; 2025Q2: 73,229 shares; 2025Q3: 29,480 shares; 2025Q4: 29,839 shares 29,839 $1.76M 0.08% +359 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,752 shares; 2025Q2: 41,145 shares; 2025Q3: 36,050 shares; 2025Q4: 35,225 shares 35,225 $1.76M 0.08% -825 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,945 shares; 2024Q4: 17,784 shares; 2025Q1: 20,782 shares; 2025Q2: 25,132 shares; 2025Q3: 25,362 shares; 2025Q4: 37,778 shares 37,778 $1.74M 0.08% +12,416 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 17,594 shares; 2025Q1: 17,296 shares; 2025Q2: 17,949 shares; 2025Q3: 25,191 shares; 2025Q4: 26,923 shares 26,923 $1.73M 0.08% +1,732 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: 69,517 shares; 2024Q4: 68,875 shares; 2025Q1: 75,763 shares; 2025Q2: 74,541 shares; 2025Q3: 75,698 shares; 2025Q4: 69,552 shares 69,552 $1.73M 0.08% -6,146 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,030 shares; 2024Q4: 45,511 shares; 2025Q1: 265,464 shares; 2025Q2: 239,101 shares; 2025Q3: 227,034 shares; 2025Q4: 42,645 shares 42,645 $1.72M 0.08% -184,389 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: 13,936 shares; 2024Q4: 13,711 shares; 2025Q1: 13,147 shares; 2025Q2: 13,340 shares; 2025Q3: 12,557 shares; 2025Q4: 11,823 shares 11,823 $1.7M 0.08% -734 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,590 shares; 2024Q4: 38,747 shares; 2025Q1: 39,139 shares; 2025Q2: 35,465 shares; 2025Q3: 36,746 shares; 2025Q4: 36,631 shares 36,631 $1.69M 0.08% -115 Timeline VTHR 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: 5,275 shares; 2025Q2: 5,648 shares; 2025Q3: 5,537 shares; 2025Q4: 5,631 shares 5,631 $1.69M 0.08% +94 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: 4,952 shares; 2024Q4: 4,384 shares; 2025Q1: 4,364 shares; 2025Q2: 4,446 shares; 2025Q3: 4,398 shares; 2025Q4: 3,607 shares 3,607 $1.69M 0.08% -791 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,008 shares; 2024Q4: 226,210 shares; 2025Q1: 221,310 shares; 2025Q2: 238,031 shares; 2025Q3: 252,072 shares; 2025Q4: 260,405 shares 260,405 $1.68M 0.08% +8,333 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,008 shares; 2025Q1: 2,435 shares; 2025Q2: 2,546 shares; 2025Q3: 2,718 shares; 2025Q4: 2,567 shares 2,567 $1.68M 0.08% -151 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: 35,461 shares; 2024Q4: 31,585 shares; 2025Q1: 31,151 shares; 2025Q2: 31,365 shares; 2025Q3: 28,311 shares; 2025Q4: 31,053 shares 31,053 $1.68M 0.08% +2,742 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 4,179 shares; 2025Q1: 4,074 shares; 2025Q2: 3,958 shares; 2025Q3: 3,719 shares; 2025Q4: 3,421 shares 3,421 $1.65M 0.08% -298 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,378 shares; 2024Q4: 27,086 shares; 2025Q1: 27,099 shares; 2025Q2: 25,342 shares; 2025Q3: 25,343 shares; 2025Q4: 24,744 shares 24,744 $1.65M 0.08% -599 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 4,364 shares; 2025Q1: 4,355 shares; 2025Q2: 4,187 shares; 2025Q3: 4,118 shares; 2025Q4: 5,990 shares 5,990 $1.65M 0.08% +1,872 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,238 shares; 2024Q4: 50,716 shares; 2025Q1: 48,171 shares; 2025Q2: 45,543 shares; 2025Q3: 29,499 shares; 2025Q4: 29,881 shares 29,881 $1.61M 0.08% +382 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 399 shares; 2025Q3: 402 shares; 2025Q4: 297 shares 297 $1.59M 0.08% -105 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: 1,257 shares; 2025Q1: 1,213 shares; 2025Q2: 1,205 shares; 2025Q3: 1,509 shares; 2025Q4: 1,473 shares 1,473 $1.58M 0.07% -36 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,215 shares; 2024Q4: 15,775 shares; 2025Q1: 15,125 shares; 2025Q2: 13,818 shares; 2025Q3: 11,055 shares; 2025Q4: 11,104 shares 11,104 $1.57M 0.07% +49 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,710 shares; 2025Q3: 37,147 shares; 2025Q4: 46,464 shares 46,464 $1.55M 0.07% +9,317 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: 7,340 shares; 2025Q1: 9,286 shares; 2025Q2: 9,039 shares; 2025Q3: 11,323 shares; 2025Q4: 12,414 shares 12,414 $1.54M 0.07% +1,091 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 6,364 shares; 2025Q1: 6,267 shares; 2025Q2: 5,080 shares; 2025Q3: 16,582 shares; 2025Q4: 17,112 shares 17,112 $1.54M 0.07% +530 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,301 shares; 2025Q3: 40,841 shares; 2025Q4: 39,886 shares 39,886 $1.54M 0.07% -955 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,805 shares; 2025Q2: 37,102 shares; 2025Q3: 39,820 shares; 2025Q4: 41,687 shares 41,687 $1.52M 0.07% +1,867 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 20,976 shares; 2025Q1: 21,136 shares; 2025Q2: 20,745 shares; 2025Q3: 20,784 shares; 2025Q4: 15,627 shares 15,627 $1.49M 0.07% -5,157 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: 5,064 shares; 2024Q4: 2,991 shares; 2025Q1: 2,986 shares; 2025Q2: 2,480 shares; 2025Q3: 2,397 shares; 2025Q4: 2,194 shares 2,194 $1.48M 0.07% -203 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: 7,408 shares; 2025Q1: 7,653 shares; 2025Q2: 7,620 shares; 2025Q3: 8,234 shares; 2025Q4: 5,773 shares 5,773 $1.48M 0.07% -2,461 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,472 shares; 2024Q4: 41,090 shares; 2025Q1: 41,213 shares; 2025Q2: 102,602 shares; 2025Q3: 44,868 shares; 2025Q4: 47,688 shares 47,688 $1.48M 0.07% +2,820 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: 5,818 shares; 2024Q4: 5,414 shares; 2025Q1: 5,411 shares; 2025Q2: 5,318 shares; 2025Q3: 5,503 shares; 2025Q4: 4,812 shares 4,812 $1.47M 0.07% -691 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: 833 shares; 2024Q4: 1,045 shares; 2025Q1: 1,389 shares; 2025Q2: 1,712 shares; 2025Q3: 1,738 shares; 2025Q4: 1,651 shares 1,651 $1.45M 0.07% -87 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,732 shares; 2024Q4: 53,260 shares; 2025Q1: 58,749 shares; 2025Q2: 57,670 shares; 2025Q3: 60,515 shares; 2025Q4: 47,315 shares 47,315 $1.43M 0.07% -13,200 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,782 shares; 2024Q4: 11,805 shares; 2025Q1: 11,005 shares; 2025Q2: 11,345 shares; 2025Q3: 11,175 shares; 2025Q4: 11,195 shares 11,195 $1.42M 0.07% +20 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 6,590 shares; 2025Q1: 7,270 shares; 2025Q2: 7,617 shares; 2025Q3: 8,195 shares; 2025Q4: 8,042 shares 8,042 $1.41M 0.07% -153 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 3,934 shares; 2025Q1: 3,988 shares; 2025Q2: 3,987 shares; 2025Q3: 3,942 shares; 2025Q4: 2,682 shares 2,682 $1.4M 0.07% -1,260 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,161 shares; 2024Q4: 17,124 shares; 2025Q1: 15,548 shares; 2025Q2: 15,589 shares; 2025Q3: 16,374 shares; 2025Q4: 16,620 shares 16,620 $1.39M 0.07% +246 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 8,229 shares; 2025Q1: 8,523 shares; 2025Q2: 10,152 shares; 2025Q3: 10,608 shares; 2025Q4: 10,779 shares 10,779 $1.39M 0.07% +171 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 9,291 shares; 2025Q1: 9,076 shares; 2025Q2: 9,285 shares; 2025Q3: 9,070 shares; 2025Q4: 8,512 shares 8,512 $1.39M 0.07% -558 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,214 shares; 2024Q4: 23,600 shares; 2025Q1: 23,398 shares; 2025Q2: 23,090 shares; 2025Q3: 23,835 shares; 2025Q4: 23,753 shares 23,753 $1.37M 0.06% -82 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,437 shares; 2024Q4: 80,568 shares; 2025Q1: 91,343 shares; 2025Q2: 89,551 shares; 2025Q3: 94,380 shares; 2025Q4: 88,458 shares 88,458 $1.36M 0.06% -5,922 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: 25,529 shares; 2024Q4: 22,058 shares; 2025Q1: 20,913 shares; 2025Q2: 18,430 shares; 2025Q3: 18,273 shares; 2025Q4: 18,207 shares 18,207 $1.35M 0.06% -66 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,330 shares; 2025Q3: 1,304 shares; 2025Q4: 1,239 shares 1,239 $1.33M 0.06% -65 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 2,836 shares; 2025Q1: 4,566 shares; 2025Q2: 7,172 shares; 2025Q3: 10,830 shares; 2025Q4: 13,209 shares 13,209 $1.31M 0.06% +2,379 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 8,732 shares; 2025Q1: 7,619 shares; 2025Q2: 14,561 shares; 2025Q3: 13,573 shares; 2025Q4: 18,284 shares 18,284 $1.31M 0.06% +4,711 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,714 shares; 2024Q4: 39,026 shares; 2025Q1: 40,051 shares; 2025Q2: 38,811 shares; 2025Q3: 38,125 shares; 2025Q4: 43,199 shares 43,199 $1.29M 0.06% +5,074 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,793 shares; 2025Q1: 28,308 shares; 2025Q2: 28,873 shares; 2025Q3: 29,965 shares; 2025Q4: 33,678 shares 33,678 $1.29M 0.06% +3,713 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 7,427 shares; 2025Q1: 6,840 shares; 2025Q2: 6,767 shares; 2025Q3: 7,163 shares; 2025Q4: 8,391 shares 8,391 $1.28M 0.06% +1,228 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,445 shares; 2024Q4: 66,509 shares; 2025Q1: 84,863 shares; 2025Q2: 109,328 shares; 2025Q3: 114,582 shares; 2025Q4: 125,787 shares 125,787 $1.28M 0.06% +11,205 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 10,836 shares; 2025Q1: 10,836 shares; 2025Q2: 11,177 shares; 2025Q3: 11,066 shares; 2025Q4: 10,845 shares 10,845 $1.27M 0.06% -221 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,465 shares; 2024Q4: 32,076 shares; 2025Q1: 35,394 shares; 2025Q2: 30,655 shares; 2025Q3: 23,159 shares; 2025Q4: 33,035 shares 33,035 $1.27M 0.06% +9,876 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,700 shares; 2025Q1: 72,548 shares; 2025Q2: 46,740 shares; 2025Q3: 47,740 shares; 2025Q4: 48,059 shares 48,059 $1.26M 0.06% +319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,396 shares 21,396 $1.26M 0.06% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,632 shares; 2024Q4: 98,227 shares; 2025Q1: 97,347 shares; 2025Q2: 90,985 shares; 2025Q3: 49,583 shares; 2025Q4: 51,975 shares 51,975 $1.25M 0.06% +2,392 Timeline PVI 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: 63,850 shares; 2025Q3: 50,313 shares; 2025Q4: 49,613 shares 49,613 $1.24M 0.06% -700 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,043 shares; 2024Q4: 21,453 shares; 2025Q1: 28,988 shares; 2025Q2: 10,122 shares; 2025Q3: 10,037 shares; 2025Q4: 10,042 shares 10,042 $1.22M 0.06% +5 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,480 shares; 2024Q4: 16,387 shares; 2025Q1: 17,942 shares; 2025Q2: 17,740 shares; 2025Q3: 18,878 shares; 2025Q4: 18,128 shares 18,128 $1.22M 0.06% -750 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,572 shares; 2025Q1: 2,523 shares; 2025Q2: 2,518 shares; 2025Q3: 2,504 shares; 2025Q4: 2,492 shares 2,492 $1.2M 0.06% -12 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 4,107 shares; 2025Q1: 5,124 shares; 2025Q2: 5,611 shares; 2025Q3: 6,613 shares; 2025Q4: 4,462 shares 4,462 $1.2M 0.06% -2,151 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 11,350 shares; 2025Q1: 10,981 shares; 2025Q2: 12,158 shares; 2025Q3: 12,725 shares; 2025Q4: 12,035 shares 12,035 $1.18M 0.06% -690 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,889 shares; 2024Q4: 21,878 shares; 2025Q1: 21,659 shares; 2025Q2: 21,668 shares; 2025Q3: 21,613 shares; 2025Q4: 20,121 shares 20,121 $1.16M 0.05% -1,492 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,442 shares; 2024Q4: 11,289 shares; 2025Q1: 11,468 shares; 2025Q2: 11,361 shares; 2025Q3: 14,800 shares; 2025Q4: 14,678 shares 14,678 $1.16M 0.05% -122 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,763 shares; 2025Q1: 40,018 shares; 2025Q2: 46,667 shares; 2025Q3: 50,660 shares; 2025Q4: 49,950 shares 49,950 $1.15M 0.05% -710 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,335 shares; 2025Q4: 12,422 shares 12,422 $1.15M 0.05% +10,087 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,799 shares; 2025Q4: 19,914 shares 19,914 $1.14M 0.05% +9,115 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares; 2025Q4: 11,156 shares 11,156 $1.13M 0.05% +1,816 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,842 shares; 2025Q1: 9,667 shares; 2025Q2: 10,967 shares; 2025Q3: 11,583 shares; 2025Q4: 16,970 shares 16,970 $1.13M 0.05% +5,387 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 4,744 shares; 2025Q1: 4,675 shares; 2025Q2: 4,555 shares; 2025Q3: 4,552 shares; 2025Q4: 4,148 shares 4,148 $1.13M 0.05% -404 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 17,680 shares; 2025Q4: 31,192 shares 31,192 $1.12M 0.05% +13,512 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: 2,900 shares; 2024Q4: 2,901 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 3,001 shares; 2025Q4: 2,971 shares 2,971 $1.11M 0.05% -30 Timeline VTEI 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: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,995 shares 10,995 $1.11M 0.05% +1,395 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,372 shares; 2024Q4: 16,217 shares; 2025Q1: 17,042 shares; 2025Q2: 17,476 shares; 2025Q3: 17,885 shares; 2025Q4: 9,394 shares 9,394 $1.11M 0.05% -8,491 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,040 shares; 2024Q4: 8,438 shares; 2025Q1: 8,351 shares; 2025Q2: 8,357 shares; 2025Q3: 7,902 shares; 2025Q4: 9,445 shares 9,445 $1.1M 0.05% +1,543 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: 305,951 shares; 2024Q4: 76,246 shares; 2025Q1: 76,256 shares; 2025Q2: 75,567 shares; 2025Q3: 77,922 shares; 2025Q4: 82,116 shares 82,116 $1.09M 0.05% +4,194 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 5,634 shares; 2025Q1: 7,394 shares; 2025Q2: 7,616 shares; 2025Q3: 7,532 shares; 2025Q4: 8,626 shares 8,626 $1.09M 0.05% +1,094 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 16,184 shares; 2025Q1: 18,946 shares; 2025Q2: 16,746 shares; 2025Q3: 19,827 shares; 2025Q4: 21,344 shares 21,344 $1.09M 0.05% +1,517 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,669 shares; 2024Q4: 25,294 shares; 2025Q1: 22,777 shares; 2025Q2: 21,702 shares; 2025Q3: 21,515 shares; 2025Q4: 21,253 shares 21,253 $1.08M 0.05% -262 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,917 shares 14,917 $1.07M 0.05% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,942 shares; 2024Q4: 14,902 shares; 2025Q1: 15,286 shares; 2025Q2: 16,087 shares; 2025Q3: 17,062 shares; 2025Q4: 17,325 shares 17,325 $1.05M 0.05% +263 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: 3,511 shares; 2024Q4: 9,117 shares; 2025Q1: 9,223 shares; 2025Q2: 8,123 shares; 2025Q3: 8,471 shares; 2025Q4: 7,711 shares 7,711 $1.04M 0.05% -760 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,182 shares; 2024Q4: 10,611 shares; 2025Q1: 10,731 shares; 2025Q2: 13,835 shares; 2025Q3: 12,635 shares; 2025Q4: 10,497 shares 10,497 $1.04M 0.05% -2,138 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,225 shares; 2024Q4: 22,609 shares; 2025Q1: 18,965 shares; 2025Q2: 20,365 shares; 2025Q3: 18,715 shares; 2025Q4: 19,033 shares 19,033 $1.04M 0.05% +318 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 88,055 shares; 2025Q1: 8,673 shares; 2025Q2: 7,298 shares; 2025Q3: 4,542 shares; 2025Q4: 8,706 shares 8,706 $1.04M 0.05% +4,164 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,826 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,897 shares; 2025Q4: 1,802 shares 1,802 $1.02M 0.05% -95 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,418 shares 16,418 $1.02M 0.05% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,179 shares 16,179 $1.02M 0.05% new 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: 4,277 shares; 2024Q4: 3,532 shares; 2025Q1: 3,656 shares; 2025Q2: 3,533 shares; 2025Q3: 3,711 shares; 2025Q4: 2,889 shares 2,889 $1.02M 0.05% -822 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,936 shares; 2024Q4: 324,458 shares; 2025Q1: 129,433 shares; 2025Q2: 13,341 shares; 2025Q3: 12,008 shares; 2025Q4: 12,985 shares 12,985 $1.01M 0.05% +977 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: 3,481 shares; 2024Q4: 3,495 shares; 2025Q1: 3,506 shares; 2025Q2: 3,460 shares; 2025Q3: 3,448 shares; 2025Q4: 3,217 shares 3,217 $1M 0.05% -231 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 11,254 shares; 2025Q1: 11,797 shares; 2025Q2: 13,091 shares; 2025Q3: 11,762 shares; 2025Q4: 12,323 shares 12,323 $990K 0.05% +561 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 5,502 shares; 2025Q3: 5,317 shares; 2025Q4: 4,393 shares 4,393 $990K 0.05% -924 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: 1,934 shares; 2024Q4: 2,007 shares; 2025Q1: 1,981 shares; 2025Q2: 1,981 shares; 2025Q3: 2,099 shares; 2025Q4: 1,478 shares 1,478 $979K 0.05% -621 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 12,862 shares; 2025Q1: 13,732 shares; 2025Q2: 12,098 shares; 2025Q3: 11,599 shares; 2025Q4: 15,249 shares 15,249 $972K 0.05% +3,650 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,199 shares; 2024Q4: 10,253 shares; 2025Q1: 10,488 shares; 2025Q2: 10,416 shares; 2025Q3: 10,506 shares; 2025Q4: 10,058 shares 10,058 $966K 0.05% -448 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,467 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,102 shares 7,102 $965K 0.05% -38 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 16,892 shares; 2025Q1: 14,729 shares; 2025Q2: 23,704 shares; 2025Q3: 27,791 shares; 2025Q4: 25,028 shares 25,028 $961K 0.05% -2,763 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: 43,477 shares; 2024Q4: 37,838 shares; 2025Q1: 38,118 shares; 2025Q2: 40,254 shares; 2025Q3: 37,833 shares; 2025Q4: 32,603 shares 32,603 $955K 0.05% -5,230 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,724 shares; 2024Q4: 11,318 shares; 2025Q1: 11,669 shares; 2025Q2: 12,760 shares; 2025Q3: 11,970 shares; 2025Q4: 11,387 shares 11,387 $943K 0.04% -583 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 4,428 shares; 2025Q1: 4,234 shares; 2025Q2: 4,293 shares; 2025Q3: 4,181 shares; 2025Q4: 4,309 shares 4,309 $936K 0.04% +128 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: 5,403 shares; 2024Q4: 10,715 shares; 2025Q1: 10,391 shares; 2025Q2: 10,136 shares; 2025Q3: 10,208 shares; 2025Q4: 5,040 shares 5,040 $928K 0.04% -5,168 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 6,373 shares; 2025Q1: 6,160 shares; 2025Q2: 6,890 shares; 2025Q3: 7,669 shares; 2025Q4: 8,535 shares 8,535 $927K 0.04% +866 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,579 shares; 2024Q4: 28,365 shares; 2025Q1: 28,517 shares; 2025Q2: 26,186 shares; 2025Q3: 24,528 shares; 2025Q4: 21,921 shares 21,921 $920K 0.04% -2,607 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 5,912 shares; 2025Q1: 6,091 shares; 2025Q2: 6,104 shares; 2025Q3: 6,193 shares; 2025Q4: 6,781 shares 6,781 $905K 0.04% +588 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: 2,136 shares; 2024Q4: 2,954 shares; 2025Q1: 3,078 shares; 2025Q2: 2,975 shares; 2025Q3: 3,037 shares; 2025Q4: 2,758 shares 2,758 $903K 0.04% -279 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,354 shares; 2025Q1: 4,275 shares; 2025Q2: 4,342 shares; 2025Q3: 4,368 shares; 2025Q4: 4,269 shares 4,269 $898K 0.04% -99 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 7,031 shares; 2025Q1: 7,038 shares; 2025Q2: 7,143 shares; 2025Q3: 7,147 shares; 2025Q4: 6,750 shares 6,750 $896K 0.04% -397 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: 2,528 shares; 2024Q4: 2,879 shares; 2025Q1: 2,917 shares; 2025Q2: 2,832 shares; 2025Q3: 2,888 shares; 2025Q4: 2,751 shares 2,751 $892K 0.04% -137 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,926 shares; 2025Q1: 4,281 shares; 2025Q2: 3,918 shares; 2025Q3: 4,392 shares; 2025Q4: 6,447 shares 6,447 $889K 0.04% +2,055 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: 20,470 shares; 2024Q4: 21,308 shares; 2025Q1: 20,953 shares; 2025Q2: 20,059 shares; 2025Q3: 22,925 shares; 2025Q4: 15,223 shares 15,223 $889K 0.04% -7,702 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: 7,956 shares; 2024Q4: 10,594 shares; 2025Q1: 9,454 shares; 2025Q2: 9,390 shares; 2025Q3: 9,387 shares; 2025Q4: 9,249 shares 9,249 $889K 0.04% -138 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 17,850 shares 17,850 $888K 0.04% -550 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,682 shares; 2024Q4: 8,631 shares; 2025Q1: 8,559 shares; 2025Q2: 8,026 shares; 2025Q3: 7,750 shares; 2025Q4: 6,818 shares 6,818 $880K 0.04% -932 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,392 shares; 2025Q1: 1,353 shares; 2025Q2: 1,350 shares; 2025Q3: 1,330 shares; 2025Q4: 1,085 shares 1,085 $878K 0.04% -245 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: 8,026 shares; 2024Q4: 7,779 shares; 2025Q1: 7,645 shares; 2025Q2: 7,133 shares; 2025Q3: 6,330 shares; 2025Q4: 3,626 shares 3,626 $875K 0.04% -2,704 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,840 shares; 2025Q1: 4,843 shares; 2025Q2: 4,826 shares; 2025Q3: 4,769 shares; 2025Q4: 4,917 shares 4,917 $872K 0.04% +148 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,458 shares; 2025Q1: 9,208 shares; 2025Q2: 9,541 shares; 2025Q3: 14,907 shares; 2025Q4: 16,343 shares 16,343 $859K 0.04% +1,436 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 6,368 shares; 2025Q1: 5,792 shares; 2025Q2: 5,636 shares; 2025Q3: 6,146 shares; 2025Q4: 7,711 shares 7,711 $848K 0.04% +1,565 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS 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: 13,681 shares 13,681 $845K 0.04% new Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,782 shares; 2024Q4: 27,115 shares; 2025Q1: 31,762 shares; 2025Q2: 47,382 shares; 2025Q3: 55,137 shares; 2025Q4: 58,284 shares 58,284 $842K 0.04% +3,147 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3,678 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,478 shares 3,478 $841K 0.04% +31 Timeline PFM 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: 18,455 shares; 2024Q4: 18,191 shares; 2025Q1: 17,218 shares; 2025Q2: 17,755 shares; 2025Q3: 19,588 shares; 2025Q4: 16,322 shares 16,322 $841K 0.04% -3,266 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,088 shares; 2024Q4: 23,088 shares; 2025Q1: 22,838 shares; 2025Q2: 22,529 shares; 2025Q3: 22,184 shares; 2025Q4: 22,084 shares 22,084 $838K 0.04% -100 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: 5,802 shares; 2024Q4: 4,312 shares; 2025Q1: 4,480 shares; 2025Q2: 4,567 shares; 2025Q3: 5,150 shares; 2025Q4: 4,708 shares 4,708 $836K 0.04% -442 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,334 shares; 2025Q1: 2,282 shares; 2025Q2: 2,288 shares; 2025Q3: 2,289 shares; 2025Q4: 2,146 shares 2,146 $835K 0.04% -143 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,165 shares; 2025Q1: 3,316 shares; 2025Q2: 3,256 shares; 2025Q3: 9,027 shares; 2025Q4: 1,472 shares 1,472 $834K 0.04% -7,555 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,190 shares; 2025Q1: 9,521 shares; 2025Q2: 11,456 shares; 2025Q3: 15,865 shares; 2025Q4: 16,744 shares 16,744 $831K 0.04% +879 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: 8,286 shares; 2024Q4: 7,960 shares; 2025Q1: 8,247 shares; 2025Q2: 8,921 shares; 2025Q3: 9,246 shares; 2025Q4: 9,075 shares 9,075 $826K 0.04% -171 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,508 shares; 2024Q4: 15,399 shares; 2025Q1: 14,696 shares; 2025Q2: 14,957 shares; 2025Q3: 14,768 shares; 2025Q4: 14,493 shares 14,493 $825K 0.04% -275 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: 10,340 shares; 2024Q4: 9,481 shares; 2025Q1: 9,350 shares; 2025Q2: 9,301 shares; 2025Q3: 9,140 shares; 2025Q4: 3,738 shares 3,738 $821K 0.04% -5,402 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 11,213 shares; 2025Q1: 10,906 shares; 2025Q2: 11,006 shares; 2025Q3: 10,579 shares; 2025Q4: 9,606 shares 9,606 $819K 0.04% -973 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 15,065 shares; 2025Q1: 15,098 shares; 2025Q2: 14,895 shares; 2025Q3: 14,930 shares; 2025Q4: 11,051 shares 11,051 $812K 0.04% -3,879 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 17,931 shares; 2025Q1: 18,097 shares; 2025Q2: 21,770 shares; 2025Q3: 20,367 shares; 2025Q4: 20,172 shares 20,172 $812K 0.04% -195 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,764 shares; 2024Q4: 36,381 shares; 2025Q1: 41,602 shares; 2025Q2: 41,468 shares; 2025Q3: 46,470 shares; 2025Q4: 48,342 shares 48,342 $797K 0.04% +1,872 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,946 shares; 2024Q4: 8,887 shares; 2025Q1: 8,595 shares; 2025Q2: 7,757 shares; 2025Q3: 7,560 shares; 2025Q4: 6,893 shares 6,893 $795K 0.04% -667 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 13,700 shares; 2025Q1: 12,764 shares; 2025Q2: 12,860 shares; 2025Q3: 13,129 shares; 2025Q4: 11,737 shares 11,737 $790K 0.04% -1,392 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: 9,183 shares; 2025Q4: 9,384 shares 9,384 $785K 0.04% +201 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,651 shares; 2025Q1: 2,622 shares; 2025Q2: 2,628 shares; 2025Q3: 2,753 shares; 2025Q4: 2,715 shares 2,715 $784K 0.04% -38 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 649 shares; 2025Q1: 1,324 shares; 2025Q2: 1,951 shares; 2025Q3: 2,178 shares; 2025Q4: 1,664 shares 1,664 $782K 0.04% -514 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,528 shares; 2024Q4: 12,434 shares; 2025Q1: 12,792 shares; 2025Q2: 12,358 shares; 2025Q3: 12,317 shares; 2025Q4: 12,362 shares 12,362 $781K 0.04% +45 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,474 shares; 2025Q1: 4,481 shares; 2025Q2: 4,559 shares; 2025Q3: 4,772 shares; 2025Q4: 4,561 shares 4,561 $778K 0.04% -211 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 8,705 shares; 2025Q1: 8,722 shares; 2025Q2: 6,921 shares; 2025Q3: 6,654 shares; 2025Q4: 6,119 shares 6,119 $778K 0.04% -535 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,693 shares; 2025Q2: 2,669 shares; 2025Q3: 2,674 shares; 2025Q4: 2,486 shares 2,486 $771K 0.04% -188 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 18,192 shares; 2025Q1: 17,656 shares; 2025Q2: 17,415 shares; 2025Q3: 12,073 shares; 2025Q4: 6,317 shares 6,317 $770K 0.04% -5,756 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 15,742 shares; 2025Q1: 15,692 shares; 2025Q2: 12,482 shares; 2025Q3: 11,638 shares; 2025Q4: 10,036 shares 10,036 $769K 0.04% -1,602 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 8,456 shares; 2025Q1: 8,505 shares; 2025Q2: 8,514 shares; 2025Q3: 8,653 shares; 2025Q4: 8,658 shares 8,658 $758K 0.04% +5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 7,041 shares; 2025Q1: 13,403 shares; 2025Q2: 13,403 shares; 2025Q3: 13,558 shares; 2025Q4: 13,718 shares 13,718 $755K 0.04% +160 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 9,624 shares; 2025Q1: 16,098 shares; 2025Q2: 16,203 shares; 2025Q3: 15,537 shares; 2025Q4: 11,834 shares 11,834 $754K 0.04% -3,703 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,459 shares; 2025Q1: 1,468 shares; 2025Q2: 1,482 shares; 2025Q3: 1,533 shares; 2025Q4: 917 shares 917 $753K 0.04% -616 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: 11,020 shares; 2024Q4: 10,714 shares; 2025Q1: 10,109 shares; 2025Q2: 10,075 shares; 2025Q3: 10,057 shares; 2025Q4: 9,446 shares 9,446 $746K 0.04% -611 Timeline PZA 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: 31,200 shares; 2025Q3: 31,356 shares; 2025Q4: 32,176 shares 32,176 $746K 0.04% +820 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 7,959 shares; 2025Q1: 7,983 shares; 2025Q2: 8,276 shares; 2025Q3: 8,347 shares; 2025Q4: 8,004 shares 8,004 $740K 0.03% -343 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: 5,900 shares; 2024Q4: 5,901 shares; 2025Q1: 5,907 shares; 2025Q2: 6,358 shares; 2025Q3: 5,959 shares; 2025Q4: 5,990 shares 5,990 $738K 0.03% +31 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 6,712 shares; 2025Q2: 11,683 shares; 2025Q3: 8,260 shares; 2025Q4: 16,979 shares 16,979 $735K 0.03% +8,719 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,150 shares; 2025Q1: 13,270 shares; 2025Q2: 17,270 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares 17,570 $724K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,522 shares; 2025Q1: 1,535 shares; 2025Q2: 1,620 shares; 2025Q3: 1,590 shares; 2025Q4: 1,573 shares 1,573 $713K 0.03% -17 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,133 shares; 2025Q1: 5,035 shares; 2025Q2: 4,538 shares; 2025Q3: 4,542 shares; 2025Q4: 4,088 shares 4,088 $709K 0.03% -454 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 3,401 shares; 2025Q1: 3,379 shares; 2025Q2: 3,298 shares; 2025Q3: 3,291 shares; 2025Q4: 3,149 shares 3,149 $708K 0.03% -142 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,012 shares; 2025Q1: 2,009 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 1,752 shares 1,752 $703K 0.03% -255 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 4,761 shares; 2025Q1: 4,771 shares; 2025Q2: 4,601 shares; 2025Q3: 4,541 shares; 2025Q4: 4,391 shares 4,391 $703K 0.03% -150 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,521 shares; 2025Q1: 19,505 shares; 2025Q2: 20,865 shares; 2025Q3: 21,032 shares; 2025Q4: 20,978 shares 20,978 $703K 0.03% -54 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,620 shares; 2025Q1: 5,772 shares; 2025Q2: 7,820 shares; 2025Q3: 8,117 shares; 2025Q4: 8,267 shares 8,267 $703K 0.03% +150 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 5,532 shares; 2025Q1: 5,307 shares; 2025Q2: 5,634 shares; 2025Q3: 5,888 shares; 2025Q4: 4,303 shares 4,303 $697K 0.03% -1,585 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 1,065 shares; 2025Q1: 1,161 shares; 2025Q2: 1,465 shares; 2025Q3: 1,478 shares; 2025Q4: 740 shares 740 $691K 0.03% -738 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: 958 shares; 2025Q4: 1,532 shares 1,532 $687K 0.03% +574 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,638 shares; 2025Q1: 6,415 shares; 2025Q2: 6,422 shares; 2025Q3: 6,587 shares; 2025Q4: 6,628 shares 6,628 $685K 0.03% +41 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,495 shares; 2025Q1: 4,380 shares; 2025Q2: 4,082 shares; 2025Q3: 4,080 shares; 2025Q4: 2,506 shares 2,506 $685K 0.03% -1,574 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,968 shares; 2024Q4: 73,468 shares; 2025Q1: 71,061 shares; 2025Q2: 67,554 shares; 2025Q3: 69,215 shares; 2025Q4: 68,850 shares 68,850 $682K 0.03% -365 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,240 shares; 2025Q1: 5,200 shares; 2025Q2: 5,127 shares; 2025Q3: 5,484 shares; 2025Q4: 5,115 shares 5,115 $677K 0.03% -369 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 895 shares; 2025Q4: 870 shares 870 $672K 0.03% -25 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 11,570 shares; 2025Q1: 11,613 shares; 2025Q2: 10,885 shares; 2025Q3: 10,488 shares; 2025Q4: 9,257 shares 9,257 $669K 0.03% -1,231 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 5,715 shares; 2025Q1: 5,637 shares; 2025Q2: 5,562 shares; 2025Q3: 5,543 shares; 2025Q4: 4,084 shares 4,084 $664K 0.03% -1,459 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,939 shares; 2025Q4: 3,929 shares 3,929 $663K 0.03% +1,990 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,302 shares; 2024Q4: 54,683 shares; 2025Q1: 46,429 shares; 2025Q2: 41,685 shares; 2025Q3: 40,944 shares; 2025Q4: 37,521 shares 37,521 $663K 0.03% -3,423 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 4,136 shares; 2025Q1: 6,317 shares; 2025Q2: 5,492 shares; 2025Q3: 5,563 shares; 2025Q4: 5,264 shares 5,264 $663K 0.03% -299 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: 10,076 shares; 2024Q4: 6,584 shares; 2025Q1: 6,543 shares; 2025Q2: 6,695 shares; 2025Q3: 6,811 shares; 2025Q4: 3,873 shares 3,873 $663K 0.03% -2,938 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: 3,917 shares; 2024Q4: 3,050 shares; 2025Q1: 3,093 shares; 2025Q2: 3,044 shares; 2025Q3: 2,957 shares; 2025Q4: 2,674 shares 2,674 $661K 0.03% -283 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,201 shares; 2025Q1: 1,319 shares; 2025Q2: 3,009 shares; 2025Q3: 2,987 shares; 2025Q4: 2,895 shares 2,895 $651K 0.03% -92 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,003 shares; 2024Q4: 21,860 shares; 2025Q1: 22,831 shares; 2025Q2: 22,391 shares; 2025Q3: 20,147 shares; 2025Q4: 17,634 shares 17,634 $646K 0.03% -2,513 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,071 shares; 2025Q4: 3,049 shares 3,049 $646K 0.03% -22 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 19,369 shares; 2025Q1: 19,388 shares; 2025Q2: 19,406 shares; 2025Q3: 19,422 shares; 2025Q4: 19,659 shares 19,659 $641K 0.03% +237 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 7,822 shares; 2025Q1: 7,768 shares; 2025Q2: 7,752 shares; 2025Q3: 7,514 shares; 2025Q4: 6,973 shares 6,973 $641K 0.03% -541 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,099 shares; 2025Q1: 2,910 shares; 2025Q2: 2,900 shares; 2025Q3: 4,418 shares; 2025Q4: 9,509 shares 9,509 $639K 0.03% +5,091 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,475 shares; 2025Q1: 6,408 shares; 2025Q2: 6,441 shares; 2025Q3: 6,390 shares; 2025Q4: 6,337 shares 6,337 $636K 0.03% -53 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 12,129 shares; 2025Q1: 14,835 shares; 2025Q2: 14,565 shares; 2025Q3: 13,854 shares; 2025Q4: 13,646 shares 13,646 $635K 0.03% -208 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,138 shares; 2025Q1: 3,222 shares; 2025Q2: 3,147 shares; 2025Q3: 4,285 shares; 2025Q4: 4,051 shares 4,051 $633K 0.03% -234 Timeline PJP 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: 8,603 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 6,049 shares 6,049 $632K 0.03% +105 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,820 shares; 2025Q1: 2,773 shares; 2025Q2: 2,779 shares; 2025Q3: 2,997 shares; 2025Q4: 3,003 shares 3,003 $628K 0.03% +6 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 9,535 shares; 2025Q1: 9,325 shares; 2025Q2: 9,336 shares; 2025Q3: 9,346 shares; 2025Q4: 13,544 shares 13,544 $622K 0.03% +4,198 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,785 shares; 2024Q4: 26,445 shares; 2025Q1: 26,551 shares; 2025Q2: 24,760 shares; 2025Q3: 23,699 shares; 2025Q4: 20,851 shares 20,851 $621K 0.03% -2,848 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 12,834 shares; 2025Q3: 12,946 shares; 2025Q4: 13,732 shares 13,732 $621K 0.03% +786 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,175 shares; 2024Q4: 15,298 shares; 2025Q1: 16,368 shares; 2025Q2: 14,710 shares; 2025Q3: 15,510 shares; 2025Q4: 16,738 shares 16,738 $619K 0.03% +1,228 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,184 shares; 2025Q1: 2,176 shares; 2025Q2: 2,177 shares; 2025Q3: 2,266 shares; 2025Q4: 2,232 shares 2,232 $618K 0.03% -34 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,726 shares; 2024Q4: 49,210 shares; 2025Q1: 49,728 shares; 2025Q2: 48,452 shares; 2025Q3: 21,114 shares; 2025Q4: 20,501 shares 20,501 $616K 0.03% -613 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,897 shares; 2024Q4: 61,177 shares; 2025Q1: 60,691 shares; 2025Q2: 59,540 shares; 2025Q3: 55,696 shares; 2025Q4: 52,143 shares 52,143 $612K 0.03% -3,553 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares 1,007 $608K 0.03% 0 Timeline SPHD 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: 4,233 shares; 2024Q4: 4,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 12,661 shares 12,661 $608K 0.03% +8,265 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,792 shares; 2025Q2: 10,831 shares; 2025Q3: 11,057 shares; 2025Q4: 10,999 shares 10,999 $607K 0.03% -58 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,304 shares; 2024Q4: 19,849 shares; 2025Q1: 10,155 shares; 2025Q2: 10,908 shares; 2025Q3: 12,674 shares; 2025Q4: 12,696 shares 12,696 $607K 0.03% +22 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 2,585 shares; 2025Q1: 2,521 shares; 2025Q2: 2,153 shares; 2025Q3: 2,155 shares; 2025Q4: 2,158 shares 2,158 $603K 0.03% +3 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,265 shares; 2025Q1: 8,266 shares; 2025Q2: 8,177 shares; 2025Q3: 8,232 shares; 2025Q4: 8,528 shares 8,528 $601K 0.03% +296 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,944 shares; 2025Q1: 6,778 shares; 2025Q2: 9,572 shares; 2025Q3: 8,833 shares; 2025Q4: 12,059 shares 12,059 $590K 0.03% +3,226 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,937 shares; 2025Q1: 7,511 shares; 2025Q2: 9,053 shares; 2025Q3: 9,198 shares; 2025Q4: 9,867 shares 9,867 $587K 0.03% +669 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 1,032 shares; 2025Q3: 1,068 shares; 2025Q4: 1,191 shares 1,191 $584K 0.03% +123 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,169 shares; 2024Q4: 32,185 shares; 2025Q1: 39,908 shares; 2025Q2: 41,538 shares; 2025Q3: 40,965 shares; 2025Q4: 40,549 shares 40,549 $584K 0.03% -416 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 6,584 shares; 2025Q1: 6,718 shares; 2025Q2: 7,021 shares; 2025Q3: 7,058 shares; 2025Q4: 7,047 shares 7,047 $580K 0.03% -11 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 8,455 shares; 2025Q1: 8,498 shares; 2025Q2: 8,571 shares; 2025Q3: 8,642 shares; 2025Q4: 8,736 shares 8,736 $576K 0.03% +94 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: 2,816 shares; 2024Q4: 3,129 shares; 2025Q1: 3,578 shares; 2025Q2: 3,621 shares; 2025Q3: 3,927 shares; 2025Q4: 1,891 shares 1,891 $575K 0.03% -2,036 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: 5,567 shares; 2024Q4: 6,763 shares; 2025Q1: 6,851 shares; 2025Q2: 6,838 shares; 2025Q3: 7,367 shares; 2025Q4: 6,565 shares 6,565 $572K 0.03% -802 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,766 shares; 2024Q4: 13,770 shares; 2025Q1: 13,795 shares; 2025Q2: 13,820 shares; 2025Q3: 13,824 shares; 2025Q4: 12,485 shares 12,485 $569K 0.03% -1,339 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: 4,328 shares; 2024Q4: 6,810 shares; 2025Q1: 6,906 shares; 2025Q2: 6,273 shares; 2025Q3: 4,317 shares; 2025Q4: 3,122 shares 3,122 $568K 0.03% -1,195 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,110 shares 2,110 $568K 0.03% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 4,045 shares; 2025Q1: 4,051 shares; 2025Q2: 5,281 shares; 2025Q3: 5,691 shares; 2025Q4: 5,963 shares 5,963 $567K 0.03% +272 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,974 shares; 2025Q3: 10,967 shares; 2025Q4: 7,899 shares 7,899 $567K 0.03% -3,068 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,119 shares; 2025Q1: 5,126 shares; 2025Q2: 5,133 shares; 2025Q3: 5,052 shares; 2025Q4: 5,060 shares 5,060 $566K 0.03% +8 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 10,446 shares; 2025Q1: 12,309 shares; 2025Q2: 12,576 shares; 2025Q3: 12,684 shares; 2025Q4: 13,384 shares 13,384 $562K 0.03% +700 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,480 shares 12,480 $562K 0.03% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 5,371 shares 5,371 $557K 0.03% +2,584 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 14,708 shares; 2025Q2: 12,256 shares; 2025Q3: 16,114 shares; 2025Q4: 16,590 shares 16,590 $553K 0.03% +476 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: 639 shares; 2024Q4: 900 shares; 2025Q1: 1,253 shares; 2025Q2: 1,234 shares; 2025Q3: 1,326 shares; 2025Q4: 1,292 shares 1,292 $551K 0.03% -34 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,529 shares; 2025Q3: 1,761 shares; 2025Q4: 1,556 shares 1,556 $550K 0.03% -205 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 11,248 shares 11,248 $546K 0.03% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 9,229 shares; 2025Q1: 8,239 shares; 2025Q2: 8,049 shares; 2025Q3: 7,809 shares; 2025Q4: 6,877 shares 6,877 $542K 0.03% -932 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,222 shares; 2025Q2: 10,204 shares; 2025Q3: 12,009 shares; 2025Q4: 14,662 shares 14,662 $533K 0.03% +2,653 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,799 shares; 2025Q1: 6,196 shares; 2025Q2: 9,921 shares; 2025Q3: 11,603 shares; 2025Q4: 11,791 shares 11,791 $531K 0.03% +188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,927 shares; 2025Q3: 25,187 shares; 2025Q4: 17,883 shares 17,883 $528K 0.02% -7,304 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: 30,856 shares; 2024Q4: 29,939 shares; 2025Q1: 29,637 shares; 2025Q2: 11,026 shares; 2025Q3: 6,737 shares; 2025Q4: 10,168 shares 10,168 $511K 0.02% +3,431 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 14,988 shares; 2025Q1: 25,856 shares; 2025Q2: 26,074 shares; 2025Q3: 27,982 shares; 2025Q4: 29,322 shares 29,322 $511K 0.02% +1,340 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 9,734 shares; 2025Q1: 8,360 shares; 2025Q2: 8,805 shares; 2025Q3: 10,917 shares; 2025Q4: 9,988 shares 9,988 $508K 0.02% -929 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,842 shares; 2024Q4: 5,832 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,603 shares; 2025Q4: 4,566 shares 4,566 $507K 0.02% -37 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,737 shares; 2025Q1: 2,506 shares; 2025Q2: 2,532 shares; 2025Q3: 2,566 shares; 2025Q4: 2,508 shares 2,508 $505K 0.02% -58 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: 2,711 shares; 2024Q4: 2,675 shares; 2025Q1: 2,663 shares; 2025Q2: 2,609 shares; 2025Q3: 2,497 shares; 2025Q4: 2,183 shares 2,183 $505K 0.02% -314 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,976 shares; 2025Q1: 5,534 shares; 2025Q2: 5,427 shares; 2025Q3: 5,493 shares; 2025Q4: 5,220 shares 5,220 $503K 0.02% -273 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: 3,391 shares; 2024Q4: 3,315 shares; 2025Q1: 9,794 shares; 2025Q2: 10,633 shares; 2025Q3: 9,313 shares; 2025Q4: 5,903 shares 5,903 $502K 0.02% -3,410 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,592 shares; 2025Q1: 16,592 shares; 2025Q2: 10,592 shares; 2025Q3: 10,592 shares; 2025Q4: 10,592 shares 10,592 $499K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 1,886 shares; 2025Q1: 1,841 shares; 2025Q2: 1,834 shares; 2025Q3: 1,744 shares; 2025Q4: 1,649 shares 1,649 $498K 0.02% -95 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,034 shares; 2025Q1: 4,301 shares; 2025Q2: 4,701 shares; 2025Q3: 4,876 shares; 2025Q4: 4,886 shares 4,886 $498K 0.02% +10 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,939 shares; 2025Q1: 2,918 shares; 2025Q2: 2,879 shares; 2025Q3: 2,204 shares; 2025Q4: 1,701 shares 1,701 $494K 0.02% -503 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,237 shares 17,237 $492K 0.02% new 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: 887 shares; 2024Q4: 1,739 shares; 2025Q1: 1,581 shares; 2025Q2: 1,587 shares; 2025Q3: 1,612 shares; 2025Q4: 1,449 shares 1,449 $488K 0.02% -163 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 10,611 shares; 2025Q1: 10,524 shares; 2025Q2: 11,255 shares; 2025Q3: 10,689 shares; 2025Q4: 9,868 shares 9,868 $484K 0.02% -821 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 7,858 shares; 2025Q1: 7,638 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 7,664 shares 7,664 $483K 0.02% -344 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,179 shares; 2025Q2: 4,076 shares; 2025Q3: 9,091 shares; 2025Q4: 9,111 shares 9,111 $482K 0.02% +20 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,541 shares; 2025Q1: 12,336 shares; 2025Q2: 23,861 shares; 2025Q3: 44,721 shares; 2025Q4: 46,237 shares 46,237 $482K 0.02% +1,516 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,310 shares; 2024Q4: 36,030 shares; 2025Q1: 36,499 shares; 2025Q2: 40,533 shares; 2025Q3: 40,811 shares; 2025Q4: 36,610 shares 36,610 $480K 0.02% -4,201 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 2,048 shares; 2025Q1: 1,765 shares; 2025Q2: 4,317 shares; 2025Q3: 3,359 shares; 2025Q4: 2,455 shares 2,455 $476K 0.02% -904 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,396 shares; 2025Q1: 3,379 shares; 2025Q2: 3,386 shares; 2025Q3: 3,417 shares; 2025Q4: 2,089 shares 2,089 $476K 0.02% -1,328 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 4,256 shares; 2025Q1: 3,332 shares; 2025Q2: 3,521 shares; 2025Q3: 4,625 shares; 2025Q4: 4,018 shares 4,018 $471K 0.02% -607 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 1,504 shares; 2025Q1: 1,519 shares; 2025Q2: 1,515 shares; 2025Q3: 1,572 shares; 2025Q4: 1,471 shares 1,471 $469K 0.02% -101 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,950 shares; 2025Q4: 8,629 shares 8,629 $466K 0.02% +1,679 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,693 shares; 2025Q1: 2,736 shares; 2025Q2: 2,686 shares; 2025Q3: 2,967 shares; 2025Q4: 1,811 shares 1,811 $466K 0.02% -1,156 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,715 shares; 2025Q1: 2,665 shares; 2025Q2: 2,627 shares; 2025Q3: 2,541 shares; 2025Q4: 2,236 shares 2,236 $464K 0.02% -305 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,521 shares; 2025Q1: 4,497 shares; 2025Q2: 4,556 shares; 2025Q3: 4,760 shares; 2025Q4: 2,252 shares 2,252 $463K 0.02% -2,508 Timeline SUSA 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: 3,294 shares; 2024Q4: 3,337 shares; 2025Q1: 3,409 shares; 2025Q2: 3,494 shares; 2025Q3: 3,404 shares; 2025Q4: 3,315 shares 3,315 $462K 0.02% -89 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,106 shares; 2024Q4: 30,476 shares; 2025Q1: 30,926 shares; 2025Q2: 31,726 shares; 2025Q3: 37,410 shares; 2025Q4: 34,870 shares 34,870 $460K 0.02% -2,540 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 8,940 shares; 2025Q1: 8,223 shares; 2025Q2: 7,827 shares; 2025Q3: 7,892 shares; 2025Q4: 4,689 shares 4,689 $459K 0.02% -3,203 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,042 shares; 2024Q4: 35,172 shares; 2025Q1: 36,808 shares; 2025Q2: 37,428 shares; 2025Q3: 41,867 shares; 2025Q4: 42,035 shares 42,035 $458K 0.02% +168 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 4,033 shares; 2025Q1: 4,035 shares; 2025Q2: 4,037 shares; 2025Q3: 4,039 shares; 2025Q4: 4,041 shares 4,041 $456K 0.02% +2 Timeline PEJ 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: 8,604 shares; 2024Q4: 8,392 shares; 2025Q1: 8,106 shares; 2025Q2: 7,531 shares; 2025Q3: 7,526 shares; 2025Q4: 7,426 shares 7,426 $455K 0.02% -100 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 5,359 shares; 2025Q1: 5,439 shares; 2025Q2: 5,493 shares; 2025Q3: 5,500 shares; 2025Q4: 5,437 shares 5,437 $455K 0.02% -63 Timeline EFAV 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: 3,969 shares; 2024Q4: 4,979 shares; 2025Q1: 5,231 shares; 2025Q2: 5,252 shares; 2025Q3: 5,258 shares; 2025Q4: 5,269 shares 5,269 $454K 0.02% +11 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,771 shares; 2025Q1: 3,899 shares; 2025Q2: 4,459 shares; 2025Q3: 4,481 shares; 2025Q4: 3,489 shares 3,489 $450K 0.02% -992 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 6,715 shares; 2025Q1: 9,012 shares; 2025Q2: 8,957 shares; 2025Q3: 9,049 shares; 2025Q4: 8,919 shares 8,919 $450K 0.02% -130 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: 8,626 shares; 2025Q1: 10,353 shares; 2025Q2: 10,012 shares; 2025Q3: 10,801 shares; 2025Q4: 10,052 shares 10,052 $448K 0.02% -749 Timeline RDIV 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: 8,383 shares; 2024Q4: 8,502 shares; 2025Q1: 8,405 shares; 2025Q2: 8,401 shares; 2025Q3: 8,569 shares; 2025Q4: 8,586 shares 8,586 $447K 0.02% +17 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 5,729 shares; 2025Q1: 8,845 shares; 2025Q2: 5,827 shares; 2025Q3: 5,713 shares; 2025Q4: 3,292 shares 3,292 $447K 0.02% -2,421 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,042 shares; 2025Q1: 2,033 shares; 2025Q2: 1,659 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares 1,524 $439K 0.02% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,076 shares; 2025Q3: 1,981 shares; 2025Q4: 1,892 shares 1,892 $435K 0.02% -89 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: 6,799 shares; 2024Q4: 6,881 shares; 2025Q1: 10,883 shares; 2025Q2: 10,595 shares; 2025Q3: 10,886 shares; 2025Q4: 8,064 shares 8,064 $434K 0.02% -2,822 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,412 shares 10,412 $431K 0.02% new 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: 3,534 shares; 2024Q4: 3,860 shares; 2025Q1: 3,910 shares; 2025Q2: 3,914 shares; 2025Q3: 3,943 shares; 2025Q4: 3,835 shares 3,835 $430K 0.02% -108 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares 7,271 $427K 0.02% new Timeline PID 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: 13,465 shares; 2024Q4: 15,407 shares; 2025Q1: 15,567 shares; 2025Q2: 16,735 shares; 2025Q3: 17,591 shares; 2025Q4: 19,392 shares 19,392 $427K 0.02% +1,801 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 7,290 shares; 2025Q1: 7,482 shares; 2025Q2: 8,850 shares; 2025Q3: 9,142 shares; 2025Q4: 9,622 shares 9,622 $425K 0.02% +480 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 4,941 shares; 2025Q1: 4,984 shares; 2025Q2: 5,051 shares; 2025Q3: 4,064 shares; 2025Q4: 4,119 shares 4,119 $422K 0.02% +55 Timeline PBE 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: 8,141 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $419K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 6,182 shares; 2025Q1: 6,275 shares; 2025Q2: 6,276 shares; 2025Q3: 6,974 shares; 2025Q4: 6,892 shares 6,892 $414K 0.02% -82 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,130 shares; 2025Q1: 1,117 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 888 shares 888 $414K 0.02% -160 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,772 shares; 2024Q4: 27,929 shares; 2025Q1: 19,605 shares; 2025Q2: 16,890 shares; 2025Q3: 17,405 shares; 2025Q4: 17,440 shares 17,440 $412K 0.02% +35 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 13,951 shares; 2025Q4: 19,788 shares 19,788 $411K 0.02% +5,837 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 12,499 shares; 2025Q1: 14,135 shares; 2025Q2: 11,133 shares; 2025Q3: 9,687 shares; 2025Q4: 8,009 shares 8,009 $408K 0.02% -1,678 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,529 shares; 2025Q3: 4,580 shares; 2025Q4: 4,486 shares 4,486 $407K 0.02% -94 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 10,875 shares; 2025Q1: 10,875 shares; 2025Q2: 10,875 shares; 2025Q3: 11,115 shares; 2025Q4: 11,115 shares 11,115 $407K 0.02% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,121 shares; 2025Q3: 5,128 shares; 2025Q4: 4,827 shares 4,827 $407K 0.02% -301 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: 2,527 shares; 2024Q4: 2,238 shares; 2025Q1: 2,013 shares; 2025Q2: 2,043 shares; 2025Q3: 2,210 shares; 2025Q4: 1,947 shares 1,947 $406K 0.02% -263 Timeline JMSI 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: 5,019 shares; 2025Q1: 5,398 shares; 2025Q2: 5,480 shares; 2025Q3: 5,579 shares; 2025Q4: 8,030 shares 8,030 $405K 0.02% +2,451 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,775 shares; 2024Q4: 11,172 shares; 2025Q1: 10,668 shares; 2025Q2: 6,152 shares; 2025Q3: 5,887 shares; 2025Q4: 9,094 shares 9,094 $404K 0.02% +3,207 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,636 shares; 2025Q2: 1,748 shares; 2025Q3: 1,872 shares; 2025Q4: 1,776 shares 1,776 $402K 0.02% -96 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 8,709 shares; 2025Q1: 7,602 shares; 2025Q2: 7,564 shares; 2025Q3: 7,563 shares; 2025Q4: 7,563 shares 7,563 $390K 0.02% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,585 shares 9,585 $387K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,761 shares; 2025Q1: 3,772 shares; 2025Q2: 3,773 shares; 2025Q3: 3,631 shares; 2025Q4: 3,823 shares 3,823 $386K 0.02% +192 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 2,029 shares; 2025Q1: 2,051 shares; 2025Q2: 2,185 shares; 2025Q3: 2,229 shares; 2025Q4: 1,704 shares 1,704 $385K 0.02% -525 Timeline