NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,872,850 shares; 2024Q4: 1,827,805 shares; 2025Q1: 1,897,135 shares; 2025Q2: 1,659,989 shares; 2025Q3: 1,635,482 shares; 2025Q4: 1,628,632 shares 1,628,632 $304M 10.57% -6,850 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: 1,141,934 shares; 2024Q4: 4,609,367 shares; 2025Q1: 4,580,537 shares; 2025Q2: 4,814,801 shares; 2025Q3: 4,743,014 shares; 2025Q4: 4,761,784 shares 4,761,784 $155M 5.41% +18,770 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: 164,048 shares; 2024Q4: 163,851 shares; 2025Q1: 163,307 shares; 2025Q2: 166,170 shares; 2025Q3: 167,692 shares; 2025Q4: 165,976 shares 165,976 $102M 3.55% -1,716 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: 400,806 shares; 2024Q4: 394,447 shares; 2025Q1: 387,717 shares; 2025Q2: 360,470 shares; 2025Q3: 353,651 shares; 2025Q4: 342,847 shares 342,847 $93.2M 3.24% -10,804 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: 195,558 shares; 2024Q4: 188,496 shares; 2025Q1: 189,775 shares; 2025Q2: 107,628 shares; 2025Q3: 105,784 shares; 2025Q4: 106,343 shares 106,343 $72.8M 2.54% +559 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: 316,211 shares; 2024Q4: 322,140 shares; 2025Q1: 323,070 shares; 2025Q2: 310,108 shares; 2025Q3: 303,387 shares; 2025Q4: 309,467 shares 309,467 $71.4M 2.49% +6,080 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: 1,025,680 shares; 2024Q4: 3,183,816 shares; 2025Q1: 3,262,533 shares; 2025Q2: 3,231,634 shares; 2025Q3: 3,198,048 shares; 2025Q4: 2,183,630 shares 2,183,630 $59.9M 2.09% -1,014,418 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: 490,816 shares; 2024Q4: 568,391 shares; 2025Q1: 643,714 shares; 2025Q2: 496,895 shares; 2025Q3: 544,398 shares; 2025Q4: 586,042 shares 586,042 $58.5M 2.04% +41,644 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: 33,418 shares; 2024Q4: 43,539 shares; 2025Q1: 45,085 shares; 2025Q2: 50,662 shares; 2025Q3: 62,915 shares; 2025Q4: 231,133 shares 231,133 $44.1M 1.54% +168,218 Timeline QLD 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: 298,754 shares; 2024Q4: 299,079 shares; 2025Q1: 299,079 shares; 2025Q2: 299,166 shares; 2025Q3: 299,573 shares; 2025Q4: 599,334 shares 599,334 $42.2M 1.47% +299,761 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: 41,107 shares; 2024Q4: 41,877 shares; 2025Q1: 44,646 shares; 2025Q2: 48,916 shares; 2025Q3: 53,632 shares; 2025Q4: 53,867 shares 53,867 $36.7M 1.28% +235 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,530 shares; 2024Q4: 279,464 shares; 2025Q1: 314,607 shares; 2025Q2: 335,791 shares; 2025Q3: 344,850 shares; 2025Q4: 370,441 shares 370,441 $35.6M 1.24% +25,591 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: 417,179 shares; 2024Q4: 420,742 shares; 2025Q1: 443,621 shares; 2025Q2: 450,685 shares; 2025Q3: 455,800 shares; 2025Q4: 470,925 shares 470,925 $35.5M 1.24% +15,125 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: 596,338 shares; 2024Q4: 598,918 shares; 2025Q1: 609,513 shares; 2025Q2: 716,623 shares; 2025Q3: 721,286 shares; 2025Q4: 746,798 shares 746,798 $35M 1.22% +25,512 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: 87,950 shares; 2024Q4: 85,313 shares; 2025Q1: 85,755 shares; 2025Q2: 73,913 shares; 2025Q3: 72,644 shares; 2025Q4: 107,987 shares 107,987 $33.8M 1.18% +35,343 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,923 shares; 2024Q4: 281,815 shares; 2025Q1: 302,492 shares; 2025Q2: 311,483 shares; 2025Q3: 319,064 shares; 2025Q4: 329,674 shares 329,674 $33.8M 1.18% +10,610 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: 57,975 shares; 2024Q4: 60,916 shares; 2025Q1: 62,389 shares; 2025Q2: 61,689 shares; 2025Q3: 64,975 shares; 2025Q4: 66,699 shares 66,699 $33.5M 1.17% +1,724 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: 232,819 shares; 2024Q4: 221,409 shares; 2025Q1: 214,542 shares; 2025Q2: 211,569 shares; 2025Q3: 215,615 shares; 2025Q4: 232,245 shares 232,245 $33.3M 1.16% +16,630 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: 76,296 shares; 2024Q4: 79,295 shares; 2025Q1: 80,263 shares; 2025Q2: 67,452 shares; 2025Q3: 67,510 shares; 2025Q4: 66,664 shares 66,664 $32.2M 1.12% -846 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: 526,475 shares; 2024Q4: 585,157 shares; 2025Q1: 602,643 shares; 2025Q2: 630,320 shares; 2025Q3: 615,345 shares; 2025Q4: 657,138 shares 657,138 $29.7M 1.03% +41,793 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: 182,016 shares; 2024Q4: 292,171 shares; 2025Q1: 315,200 shares; 2025Q2: 343,008 shares; 2025Q3: 378,199 shares; 2025Q4: 404,680 shares 404,680 $25.3M 0.88% +26,481 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: 89,891 shares; 2024Q4: 97,307 shares; 2025Q1: 98,083 shares; 2025Q2: 96,855 shares; 2025Q3: 98,896 shares; 2025Q4: 105,749 shares 105,749 $23.2M 0.81% +6,853 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: 93,120 shares; 2024Q4: 87,289 shares; 2025Q1: 106,597 shares; 2025Q2: 109,047 shares; 2025Q3: 109,906 shares; 2025Q4: 109,923 shares 109,923 $21.8M 0.76% +17 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: 243,422 shares; 2024Q4: 246,668 shares; 2025Q1: 241,827 shares; 2025Q2: 238,479 shares; 2025Q3: 234,000 shares; 2025Q4: 225,369 shares 225,369 $21.7M 0.76% -8,631 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,949 shares; 2024Q4: 1,031,057 shares; 2025Q1: 1,019,898 shares; 2025Q2: 827,972 shares; 2025Q3: 740,484 shares; 2025Q4: 714,681 shares 714,681 $21.2M 0.74% -25,803 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: 73,868 shares; 2024Q4: 74,268 shares; 2025Q1: 73,789 shares; 2025Q2: 73,843 shares; 2025Q3: 75,602 shares; 2025Q4: 144,067 shares 144,067 $20.7M 0.72% +68,465 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: 169,443 shares; 2024Q4: 168,942 shares; 2025Q1: 188,525 shares; 2025Q2: 162,247 shares; 2025Q3: 164,364 shares; 2025Q4: 164,633 shares 164,633 $20.3M 0.71% +269 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: 326,344 shares; 2024Q4: 347,708 shares; 2025Q1: 336,929 shares; 2025Q2: 231,974 shares; 2025Q3: 226,696 shares; 2025Q4: 248,554 shares 248,554 $19.9M 0.69% +21,858 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: 69,855 shares; 2024Q4: 76,228 shares; 2025Q1: 73,618 shares; 2025Q2: 76,385 shares; 2025Q3: 72,909 shares; 2025Q4: 76,249 shares 76,249 $19.3M 0.67% +3,340 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: 211,867 shares; 2024Q4: 212,946 shares; 2025Q1: 216,925 shares; 2025Q2: 234,262 shares; 2025Q3: 234,255 shares; 2025Q4: 239,483 shares 239,483 $18M 0.63% +5,228 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,001 shares; 2024Q4: 900,823 shares; 2025Q1: 934,523 shares; 2025Q2: 688,588 shares; 2025Q3: 650,185 shares; 2025Q4: 661,759 shares 661,759 $17.4M 0.6% +11,574 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,340 shares; 2024Q4: 656,736 shares; 2025Q1: 644,560 shares; 2025Q2: 654,506 shares; 2025Q3: 668,657 shares; 2025Q4: 642,584 shares 642,584 $17.3M 0.6% -26,073 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: 273,062 shares; 2024Q4: 283,712 shares; 2025Q1: 294,200 shares; 2025Q2: 310,699 shares; 2025Q3: 311,920 shares; 2025Q4: 318,541 shares 318,541 $17.1M 0.6% +6,621 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: 56,408 shares; 2024Q4: 62,847 shares; 2025Q1: 64,169 shares; 2025Q2: 18,937 shares; 2025Q3: 215,723 shares; 2025Q4: 230,534 shares 230,534 $16.8M 0.58% +14,811 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: 123,985 shares; 2024Q4: 122,764 shares; 2025Q1: 119,849 shares; 2025Q2: 119,851 shares; 2025Q3: 121,023 shares; 2025Q4: 119,563 shares 119,563 $16.6M 0.58% -1,460 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: 170,671 shares; 2024Q4: 169,913 shares; 2025Q1: 169,730 shares; 2025Q2: 174,262 shares; 2025Q3: 174,915 shares; 2025Q4: 175,790 shares 175,790 $15.7M 0.55% +875 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: 158,894 shares; 2024Q4: 169,554 shares; 2025Q1: 371,815 shares; 2025Q2: 399,417 shares; 2025Q3: 377,204 shares; 2025Q4: 395,841 shares 395,841 $15.2M 0.53% +18,637 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,976 shares; 2024Q4: 203,782 shares; 2025Q1: 201,233 shares; 2025Q2: 204,723 shares; 2025Q3: 209,106 shares; 2025Q4: 210,258 shares 210,258 $15.1M 0.53% +1,152 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,297 shares; 2024Q4: 299,066 shares; 2025Q1: 310,181 shares; 2025Q2: 316,907 shares; 2025Q3: 354,601 shares; 2025Q4: 358,144 shares 358,144 $14.7M 0.51% +3,543 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: 352,822 shares; 2024Q4: 367,814 shares; 2025Q1: 374,240 shares; 2025Q2: 299,941 shares; 2025Q3: 314,192 shares; 2025Q4: 309,590 shares 309,590 $14.7M 0.51% -4,602 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: 28,392 shares; 2024Q4: 28,212 shares; 2025Q1: 28,639 shares; 2025Q2: 29,798 shares; 2025Q3: 44,359 shares; 2025Q4: 45,798 shares 45,798 $13.8M 0.48% +1,439 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: 26,478 shares; 2024Q4: 27,632 shares; 2025Q1: 29,569 shares; 2025Q2: 28,312 shares; 2025Q3: 30,213 shares; 2025Q4: 33,524 shares 33,524 $13.3M 0.46% +3,311 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,121 shares; 2024Q4: 46,598 shares; 2025Q1: 57,967 shares; 2025Q2: 59,382 shares; 2025Q3: 60,871 shares; 2025Q4: 61,359 shares 61,359 $13M 0.45% +488 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: 146,361 shares; 2024Q4: 146,100 shares; 2025Q1: 146,096 shares; 2025Q2: 153,399 shares; 2025Q3: 157,098 shares; 2025Q4: 164,481 shares 164,481 $13M 0.45% +7,383 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: 166,623 shares; 2024Q4: 451,341 shares; 2025Q1: 431,494 shares; 2025Q2: 445,594 shares; 2025Q3: 435,431 shares; 2025Q4: 426,954 shares 426,954 $12.8M 0.45% -8,477 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: 130,595 shares; 2024Q4: 147,085 shares; 2025Q1: 122,895 shares; 2025Q2: 172,394 shares; 2025Q3: 175,658 shares; 2025Q4: 176,389 shares 176,389 $12.6M 0.44% +731 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: 46,434 shares; 2024Q4: 44,709 shares; 2025Q1: 42,876 shares; 2025Q2: 38,941 shares; 2025Q3: 38,915 shares; 2025Q4: 37,752 shares 37,752 $12.5M 0.43% -1,163 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,306 shares; 2024Q4: 414,602 shares; 2025Q1: 410,221 shares; 2025Q2: 431,489 shares; 2025Q3: 432,896 shares; 2025Q4: 427,775 shares 427,775 $12.2M 0.42% -5,121 Timeline ILTB 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: 313,288 shares; 2024Q4: 324,043 shares; 2025Q1: 333,699 shares; 2025Q2: 232,559 shares; 2025Q3: 237,371 shares; 2025Q4: 242,795 shares 242,795 $12.1M 0.42% +5,424 Timeline IMTM 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: 123,210 shares; 2024Q4: 124,484 shares; 2025Q1: 122,802 shares; 2025Q2: 124,985 shares; 2025Q3: 242,912 shares; 2025Q4: 249,215 shares 249,215 $12M 0.42% +6,303 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: 207,715 shares; 2024Q4: 389,102 shares; 2025Q1: 390,538 shares; 2025Q2: 422,570 shares; 2025Q3: 456,304 shares; 2025Q4: 477,959 shares 477,959 $11.5M 0.4% +21,655 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: 170,500 shares; 2024Q4: 163,987 shares; 2025Q1: 174,217 shares; 2025Q2: 178,407 shares; 2025Q3: 182,600 shares; 2025Q4: 185,204 shares 185,204 $11.3M 0.39% +2,604 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: 26,946 shares; 2024Q4: 26,807 shares; 2025Q1: 26,092 shares; 2025Q2: 26,073 shares; 2025Q3: 35,709 shares; 2025Q4: 37,716 shares 37,716 $10.9M 0.38% +2,007 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: 29,217 shares; 2024Q4: 29,221 shares; 2025Q1: 32,120 shares; 2025Q2: 31,757 shares; 2025Q3: 32,456 shares; 2025Q4: 32,059 shares 32,059 $10.7M 0.37% -397 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: 34,143 shares; 2024Q4: 34,737 shares; 2025Q1: 34,971 shares; 2025Q2: 31,480 shares; 2025Q3: 32,241 shares; 2025Q4: 32,900 shares 32,900 $10.6M 0.37% +659 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: 10,678 shares; 2024Q4: 11,379 shares; 2025Q1: 11,453 shares; 2025Q2: 10,962 shares; 2025Q3: 11,320 shares; 2025Q4: 10,834 shares 10,834 $9.34M 0.33% -486 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: 61,703 shares; 2024Q4: 62,128 shares; 2025Q1: 61,543 shares; 2025Q2: 60,366 shares; 2025Q3: 60,267 shares; 2025Q4: 58,308 shares 58,308 $9.34M 0.32% -1,959 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,526 shares; 2024Q4: 379,368 shares; 2025Q1: 393,657 shares; 2025Q2: 380,459 shares; 2025Q3: 393,704 shares; 2025Q4: 398,837 shares 398,837 $9.32M 0.32% +5,133 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,952 shares; 2024Q4: 185,996 shares; 2025Q1: 189,492 shares; 2025Q2: 193,585 shares; 2025Q3: 200,511 shares; 2025Q4: 200,803 shares 200,803 $9.13M 0.32% +292 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: 53,143 shares; 2024Q4: 94,132 shares; 2025Q1: 106,472 shares; 2025Q2: 114,863 shares; 2025Q3: 123,571 shares; 2025Q4: 129,240 shares 129,240 $8.98M 0.31% +5,669 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,404 shares; 2024Q4: 263,315 shares; 2025Q1: 287,992 shares; 2025Q2: 301,111 shares; 2025Q3: 328,491 shares; 2025Q4: 324,537 shares 324,537 $8.6M 0.3% -3,954 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,516 shares; 2024Q4: 42,658 shares; 2025Q1: 48,501 shares; 2025Q2: 43,247 shares; 2025Q3: 43,389 shares; 2025Q4: 42,883 shares 42,883 $8.56M 0.3% -506 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: 34,465 shares; 2024Q4: 32,650 shares; 2025Q1: 34,067 shares; 2025Q2: 26,565 shares; 2025Q3: 24,279 shares; 2025Q4: 23,777 shares 23,777 $8.23M 0.29% -502 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: 13,273 shares; 2024Q4: 17,617 shares; 2025Q1: 20,645 shares; 2025Q2: 19,289 shares; 2025Q3: 13,894 shares; 2025Q4: 53,650 shares 53,650 $8.22M 0.29% +39,756 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: 94,030 shares; 2024Q4: 92,442 shares; 2025Q1: 91,710 shares; 2025Q2: 94,845 shares; 2025Q3: 97,110 shares; 2025Q4: 96,680 shares 96,680 $8.01M 0.28% -430 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 9,444 shares; 2025Q1: 8,605 shares; 2025Q2: 7,460 shares; 2025Q3: 7,289 shares; 2025Q4: 7,256 shares 7,256 $7.8M 0.27% -33 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,604 shares; 2024Q4: 187,835 shares; 2025Q1: 192,044 shares; 2025Q2: 237,734 shares; 2025Q3: 223,149 shares; 2025Q4: 318,850 shares 318,850 $7.77M 0.27% +95,701 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: 38,211 shares; 2024Q4: 38,616 shares; 2025Q1: 58,632 shares; 2025Q2: 108,183 shares; 2025Q3: 111,617 shares; 2025Q4: 115,440 shares 115,440 $7.76M 0.27% +3,823 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,755 shares 171,755 $7.71M 0.27% new 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: 22,349 shares; 2024Q4: 21,797 shares; 2025Q1: 22,467 shares; 2025Q2: 17,836 shares; 2025Q3: 17,258 shares; 2025Q4: 17,115 shares 17,115 $7.7M 0.27% -143 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: 232,614 shares; 2024Q4: 187,476 shares; 2025Q1: 195,869 shares; 2025Q2: 161,284 shares; 2025Q3: 161,954 shares; 2025Q4: 163,164 shares 163,164 $7.59M 0.26% +1,210 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,546 shares; 2024Q4: 60,547 shares; 2025Q1: 60,548 shares; 2025Q2: 60,550 shares; 2025Q3: 74,721 shares; 2025Q4: 74,227 shares 74,227 $7.57M 0.26% -494 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,409 shares; 2024Q4: 58,302 shares; 2025Q1: 58,303 shares; 2025Q2: 58,304 shares; 2025Q3: 72,638 shares; 2025Q4: 72,639 shares 72,639 $7.56M 0.26% +1 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: 45,161 shares; 2024Q4: 51,065 shares; 2025Q1: 51,159 shares; 2025Q2: 14,476 shares; 2025Q3: 11,906 shares; 2025Q4: 12,048 shares 12,048 $7.56M 0.26% +142 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: 79,415 shares; 2024Q4: 82,876 shares; 2025Q1: 88,098 shares; 2025Q2: 98,479 shares; 2025Q3: 101,075 shares; 2025Q4: 109,866 shares 109,866 $6.94M 0.24% +8,791 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,390 shares; 2024Q4: 109,331 shares; 2025Q1: 103,897 shares; 2025Q2: 95,277 shares; 2025Q3: 95,813 shares; 2025Q4: 92,903 shares 92,903 $6.86M 0.24% -2,910 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: 80,202 shares; 2024Q4: 78,833 shares; 2025Q1: 82,684 shares; 2025Q2: 62,422 shares; 2025Q3: 63,113 shares; 2025Q4: 63,326 shares 63,326 $6.78M 0.24% +213 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,942 shares; 2024Q4: 76,809 shares; 2025Q1: 77,972 shares; 2025Q2: 74,944 shares; 2025Q3: 75,057 shares; 2025Q4: 95,458 shares 95,458 $6.62M 0.23% +20,401 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: 9,521 shares; 2024Q4: 11,249 shares; 2025Q1: 11,988 shares; 2025Q2: 9,783 shares; 2025Q3: 9,686 shares; 2025Q4: 9,996 shares 9,996 $6.6M 0.23% +310 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: 35,135 shares; 2024Q4: 31,588 shares; 2025Q1: 30,416 shares; 2025Q2: 30,334 shares; 2025Q3: 30,572 shares; 2025Q4: 30,892 shares 30,892 $6.39M 0.22% +320 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 8,793 shares; 2025Q1: 9,289 shares; 2025Q2: 12,286 shares; 2025Q3: 31,252 shares; 2025Q4: 35,446 shares 35,446 $6.3M 0.22% +4,194 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: 72,530 shares; 2024Q4: 82,818 shares; 2025Q1: 55,658 shares; 2025Q2: 56,930 shares; 2025Q3: 55,593 shares; 2025Q4: 54,067 shares 54,067 $6.16M 0.21% -1,526 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: 28,558 shares; 2024Q4: 29,815 shares; 2025Q1: 30,347 shares; 2025Q2: 31,248 shares; 2025Q3: 31,630 shares; 2025Q4: 31,813 shares 31,813 $6.09M 0.21% +183 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: 11,063 shares; 2024Q4: 10,931 shares; 2025Q1: 10,863 shares; 2025Q2: 10,353 shares; 2025Q3: 10,508 shares; 2025Q4: 10,524 shares 10,524 $6.03M 0.21% +16 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: 7,498 shares; 2024Q4: 7,424 shares; 2025Q1: 7,531 shares; 2025Q2: 8,232 shares; 2025Q3: 8,163 shares; 2025Q4: 7,862 shares 7,862 $5.93M 0.21% -301 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: 116,977 shares; 2024Q4: 112,528 shares; 2025Q1: 112,919 shares; 2025Q2: 113,378 shares; 2025Q3: 113,216 shares; 2025Q4: 113,475 shares 113,475 $5.84M 0.2% +259 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: 2,055 shares; 2024Q4: 2,203 shares; 2025Q1: 1,988 shares; 2025Q2: 2,000 shares; 2025Q3: 2,347 shares; 2025Q4: 6,635 shares 6,635 $5.83M 0.2% +4,288 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: 11,655 shares; 2024Q4: 11,721 shares; 2025Q1: 11,254 shares; 2025Q2: 11,363 shares; 2025Q3: 11,460 shares; 2025Q4: 11,914 shares 11,914 $5.81M 0.2% +454 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,149 shares; 2025Q2: 111,758 shares; 2025Q3: 117,860 shares; 2025Q4: 119,814 shares 119,814 $5.56M 0.19% +1,954 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,642 shares; 2024Q4: 14,283 shares; 2025Q1: 58,641 shares; 2025Q2: 80,351 shares; 2025Q3: 85,308 shares; 2025Q4: 90,812 shares 90,812 $5.38M 0.19% +5,504 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,279 shares; 2024Q4: 243,812 shares; 2025Q1: 238,293 shares; 2025Q2: 93,844 shares; 2025Q3: 100,846 shares; 2025Q4: 114,736 shares 114,736 $5.34M 0.19% +13,890 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: 65,624 shares; 2024Q4: 96,841 shares; 2025Q1: 109,660 shares; 2025Q2: 111,130 shares; 2025Q3: 97,499 shares; 2025Q4: 97,409 shares 97,409 $5.34M 0.19% -90 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: 56,468 shares; 2024Q4: 60,601 shares; 2025Q1: 58,959 shares; 2025Q2: 57,381 shares; 2025Q3: 63,909 shares; 2025Q4: 69,715 shares 69,715 $5.16M 0.18% +5,806 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,007 shares; 2024Q4: 38,788 shares; 2025Q1: 38,128 shares; 2025Q2: 38,272 shares; 2025Q3: 37,269 shares; 2025Q4: 37,204 shares 37,204 $5.09M 0.18% -65 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: 225,077 shares; 2024Q4: 225,133 shares; 2025Q1: 226,313 shares; 2025Q2: 227,498 shares; 2025Q3: 229,984 shares; 2025Q4: 228,549 shares 228,549 $5.03M 0.18% -1,435 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: 36,798 shares; 2024Q4: 36,287 shares; 2025Q1: 36,397 shares; 2025Q2: 36,397 shares; 2025Q3: 39,531 shares; 2025Q4: 39,872 shares 39,872 $5M 0.17% +341 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,419 shares; 2024Q4: 107,315 shares; 2025Q1: 116,854 shares; 2025Q2: 120,626 shares; 2025Q3: 130,790 shares; 2025Q4: 132,468 shares 132,468 $4.88M 0.17% +1,678 Timeline TCAF 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: 84,700 shares; 2024Q4: 112,164 shares; 2025Q1: 113,545 shares; 2025Q2: 111,106 shares; 2025Q3: 121,715 shares; 2025Q4: 125,131 shares 125,131 $4.78M 0.17% +3,416 Timeline AOM 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: 168,102 shares; 2024Q4: 189,506 shares; 2025Q1: 126,327 shares; 2025Q2: 97,221 shares; 2025Q3: 96,595 shares; 2025Q4: 99,010 shares 99,010 $4.73M 0.16% +2,415 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: 45,325 shares; 2024Q4: 45,464 shares; 2025Q1: 45,969 shares; 2025Q2: 46,221 shares; 2025Q3: 52,598 shares; 2025Q4: 49,712 shares 49,712 $4.68M 0.16% -2,886 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: 43,220 shares; 2024Q4: 129,628 shares; 2025Q1: 131,421 shares; 2025Q2: 142,967 shares; 2025Q3: 143,769 shares; 2025Q4: 171,753 shares 171,753 $4.67M 0.16% +27,984 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,329 shares; 2024Q4: 71,138 shares; 2025Q1: 73,766 shares; 2025Q2: 75,668 shares; 2025Q3: 80,879 shares; 2025Q4: 83,123 shares 83,123 $4.64M 0.16% +2,244 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: 35,216 shares; 2024Q4: 39,756 shares; 2025Q1: 41,615 shares; 2025Q2: 40,603 shares; 2025Q3: 42,050 shares; 2025Q4: 41,272 shares 41,272 $4.61M 0.16% -778 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,268 shares; 2024Q4: 30,775 shares; 2025Q1: 31,484 shares; 2025Q2: 32,155 shares; 2025Q3: 32,427 shares; 2025Q4: 32,630 shares 32,630 $4.6M 0.16% +203 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: 22,907 shares; 2024Q4: 20,616 shares; 2025Q1: 21,376 shares; 2025Q2: 13,919 shares; 2025Q3: 14,103 shares; 2025Q4: 14,562 shares 14,562 $4.57M 0.16% +459 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,509 shares; 2024Q4: 87,385 shares; 2025Q1: 94,439 shares; 2025Q2: 100,501 shares; 2025Q3: 111,144 shares; 2025Q4: 120,067 shares 120,067 $4.55M 0.16% +8,923 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: 42,464 shares; 2024Q4: 46,586 shares; 2025Q1: 46,669 shares; 2025Q2: 46,772 shares; 2025Q3: 48,091 shares; 2025Q4: 48,730 shares 48,730 $4.45M 0.16% +639 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: 50,249 shares; 2025Q2: 52,173 shares; 2025Q3: 47,670 shares; 2025Q4: 45,141 shares 45,141 $4.44M 0.15% -2,529 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: 97,428 shares; 2024Q4: 90,484 shares; 2025Q1: 94,737 shares; 2025Q2: 92,388 shares; 2025Q3: 89,148 shares; 2025Q4: 87,439 shares 87,439 $4.4M 0.15% -1,709 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,812 shares; 2024Q4: 53,125 shares; 2025Q1: 53,434 shares; 2025Q2: 51,320 shares; 2025Q3: 51,941 shares; 2025Q4: 47,040 shares 47,040 $4.38M 0.15% -4,901 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,048 shares; 2024Q4: 49,850 shares; 2025Q1: 52,828 shares; 2025Q2: 54,177 shares; 2025Q3: 66,688 shares; 2025Q4: 82,316 shares 82,316 $4.34M 0.15% +15,628 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: 14,200 shares; 2024Q4: 14,222 shares; 2025Q1: 14,525 shares; 2025Q2: 11,750 shares; 2025Q3: 12,255 shares; 2025Q4: 12,332 shares 12,332 $4.33M 0.15% +77 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: 10,376 shares; 2024Q4: 10,126 shares; 2025Q1: 9,987 shares; 2025Q2: 11,186 shares; 2025Q3: 12,667 shares; 2025Q4: 14,858 shares 14,858 $4.31M 0.15% +2,191 Timeline BBJP 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: 39,929 shares; 2024Q4: 42,318 shares; 2025Q1: 50,205 shares; 2025Q2: 53,902 shares; 2025Q3: 60,172 shares; 2025Q4: 64,904 shares 64,904 $4.28M 0.15% +4,732 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: 57,004 shares; 2024Q4: 68,880 shares; 2025Q1: 71,672 shares; 2025Q2: 64,487 shares; 2025Q3: 49,654 shares; 2025Q4: 95,268 shares 95,268 $4.26M 0.15% +45,614 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: not reported; 2024Q4: 8,287 shares; 2025Q1: 3,658 shares; 2025Q2: 2,686 shares; 2025Q3: 28,784 shares; 2025Q4: 33,523 shares 33,523 $4.25M 0.15% +4,739 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: 32,710 shares; 2024Q4: 36,078 shares; 2025Q1: 37,430 shares; 2025Q2: 35,317 shares; 2025Q3: 34,077 shares; 2025Q4: 35,162 shares 35,162 $4.23M 0.15% +1,085 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,089 shares; 2024Q4: 53,476 shares; 2025Q1: 54,925 shares; 2025Q2: 64,084 shares; 2025Q3: 66,670 shares; 2025Q4: 72,955 shares 72,955 $4.21M 0.15% +6,285 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: 85,368 shares; 2024Q4: 85,752 shares; 2025Q1: 81,999 shares; 2025Q2: 82,758 shares; 2025Q3: 82,916 shares; 2025Q4: 83,917 shares 83,917 $4.18M 0.15% +1,001 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: 41,227 shares; 2024Q4: 44,239 shares; 2025Q1: 41,122 shares; 2025Q2: 42,137 shares; 2025Q3: 43,386 shares; 2025Q4: 43,789 shares 43,789 $4.17M 0.15% +403 Timeline JBND 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: 229,335 shares; 2025Q1: 220,881 shares; 2025Q2: 25,584 shares; 2025Q3: 38,119 shares; 2025Q4: 74,053 shares 74,053 $4.02M 0.14% +35,934 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: 54,983 shares; 2024Q4: 54,835 shares; 2025Q1: 53,616 shares; 2025Q2: 57,124 shares; 2025Q3: 56,298 shares; 2025Q4: 56,159 shares 56,159 $4.01M 0.14% -139 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: 31,723 shares; 2024Q4: 28,273 shares; 2025Q1: 28,540 shares; 2025Q2: 29,353 shares; 2025Q3: 29,400 shares; 2025Q4: 29,849 shares 29,849 $3.98M 0.14% +449 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,815 shares; 2025Q1: 189,467 shares; 2025Q2: 254,037 shares; 2025Q3: 1,117,431 shares; 2025Q4: 387,222 shares 387,222 $3.97M 0.14% -730,209 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: 17,782 shares; 2024Q4: 16,080 shares; 2025Q1: 16,055 shares; 2025Q2: 16,451 shares; 2025Q3: 17,101 shares; 2025Q4: 17,281 shares 17,281 $3.95M 0.14% +180 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: 33,061 shares; 2024Q4: 28,749 shares; 2025Q1: 27,897 shares; 2025Q2: 27,994 shares; 2025Q3: 26,927 shares; 2025Q4: 25,499 shares 25,499 $3.95M 0.14% -1,428 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: 71,460 shares; 2024Q4: 74,090 shares; 2025Q1: 76,412 shares; 2025Q2: 78,682 shares; 2025Q3: 82,620 shares; 2025Q4: 74,135 shares 74,135 $3.92M 0.14% -8,485 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: 25,431 shares; 2024Q4: 26,404 shares; 2025Q1: 28,718 shares; 2025Q2: 30,399 shares; 2025Q3: 30,425 shares; 2025Q4: 32,081 shares 32,081 $3.91M 0.14% +1,656 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: 94,417 shares; 2025Q3: 98,792 shares; 2025Q4: 100,733 shares 100,733 $3.88M 0.14% +1,941 Timeline RSPH 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: 117,462 shares; 2024Q4: 118,242 shares; 2025Q1: 119,523 shares; 2025Q2: 122,087 shares; 2025Q3: 119,653 shares; 2025Q4: 120,843 shares 120,843 $3.85M 0.13% +1,190 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: 13,579 shares; 2024Q4: 13,406 shares; 2025Q1: 13,606 shares; 2025Q2: 13,680 shares; 2025Q3: 12,880 shares; 2025Q4: 12,391 shares 12,391 $3.79M 0.13% -489 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,722 shares; 2024Q4: 18,424 shares; 2025Q1: 18,436 shares; 2025Q2: 15,067 shares; 2025Q3: 14,597 shares; 2025Q4: 14,364 shares 14,364 $3.77M 0.13% -233 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 14,559 shares; 2025Q1: 15,908 shares; 2025Q2: 16,801 shares; 2025Q3: 14,215 shares; 2025Q4: 16,095 shares 16,095 $3.71M 0.13% +1,880 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,824 shares; 2025Q1: 27,741 shares; 2025Q2: 29,386 shares; 2025Q3: 29,953 shares; 2025Q4: 30,647 shares 30,647 $3.66M 0.13% +694 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: 100,082 shares; 2024Q4: 45,877 shares; 2025Q1: 35,385 shares; 2025Q2: 52,953 shares; 2025Q3: 92,922 shares; 2025Q4: 69,586 shares 69,586 $3.53M 0.12% -23,336 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: 5,345 shares; 2024Q4: 5,815 shares; 2025Q1: 6,204 shares; 2025Q2: 6,863 shares; 2025Q3: 7,024 shares; 2025Q4: 7,222 shares 7,222 $3.42M 0.12% +198 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: 27,852 shares; 2024Q4: 41,864 shares; 2025Q1: 31,332 shares; 2025Q2: 36,781 shares; 2025Q3: 37,498 shares; 2025Q4: 79,837 shares 79,837 $3.41M 0.12% +42,339 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: 35,187 shares; 2024Q4: 34,769 shares; 2025Q1: 35,945 shares; 2025Q2: 32,904 shares; 2025Q3: 32,955 shares; 2025Q4: 35,279 shares 35,279 $3.39M 0.12% +2,324 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: 22,995 shares; 2024Q4: 28,031 shares; 2025Q1: 27,508 shares; 2025Q2: 21,903 shares; 2025Q3: 17,906 shares; 2025Q4: 28,107 shares 28,107 $3.36M 0.12% +10,201 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: 55,728 shares; 2024Q4: 55,581 shares; 2025Q1: 55,927 shares; 2025Q2: 52,970 shares; 2025Q3: 49,162 shares; 2025Q4: 42,635 shares 42,635 $3.31M 0.12% -6,527 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 9,326 shares; 2025Q1: 9,627 shares; 2025Q2: 10,178 shares; 2025Q3: 10,552 shares; 2025Q4: 10,942 shares 10,942 $3.3M 0.11% +390 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: 17,613 shares; 2024Q4: 17,457 shares; 2025Q1: 16,504 shares; 2025Q2: 16,187 shares; 2025Q3: 16,781 shares; 2025Q4: 16,771 shares 16,771 $3.27M 0.11% -10 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,708 shares; 2024Q4: 82,204 shares; 2025Q1: 87,298 shares; 2025Q2: 90,278 shares; 2025Q3: 89,005 shares; 2025Q4: 85,288 shares 85,288 $3.27M 0.11% -3,717 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: 34,954 shares; 2024Q4: 31,099 shares; 2025Q1: 32,022 shares; 2025Q2: 24,832 shares; 2025Q3: 24,987 shares; 2025Q4: 27,115 shares 27,115 $3.26M 0.11% +2,128 Timeline CWI 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: 291,788 shares; 2024Q4: 97,674 shares; 2025Q1: 91,467 shares; 2025Q2: 91,672 shares; 2025Q3: 91,315 shares; 2025Q4: 90,481 shares 90,481 $3.25M 0.11% -834 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: 52,046 shares; 2024Q4: 60,537 shares; 2025Q1: 61,788 shares; 2025Q2: 69,212 shares; 2025Q3: 66,867 shares; 2025Q4: 63,429 shares 63,429 $3.2M 0.11% -3,438 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: 34,977 shares; 2024Q4: 31,705 shares; 2025Q1: 27,011 shares; 2025Q2: 28,550 shares; 2025Q3: 20,912 shares; 2025Q4: 19,425 shares 19,425 $3.13M 0.11% -1,487 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 6,390 shares; 2025Q3: 264,688 shares; 2025Q4: 106,755 shares 106,755 $3.12M 0.11% -157,933 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: 31,396 shares; 2025Q1: 7,473 shares; 2025Q2: 43,639 shares; 2025Q3: 22,965 shares; 2025Q4: 13,102 shares 13,102 $3.01M 0.1% -9,863 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: 10,837 shares; 2024Q4: 10,900 shares; 2025Q1: 10,033 shares; 2025Q2: 8,558 shares; 2025Q3: 8,183 shares; 2025Q4: 8,698 shares 8,698 $2.99M 0.1% +515 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,779 shares; 2025Q3: 64,286 shares; 2025Q4: 68,529 shares 68,529 $2.99M 0.1% +4,243 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,706 shares; 2024Q4: 33,115 shares; 2025Q1: 33,153 shares; 2025Q2: 33,973 shares; 2025Q3: 33,880 shares; 2025Q4: 33,375 shares 33,375 $2.98M 0.1% -505 Timeline KBWP 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: 20,091 shares; 2024Q4: 19,638 shares; 2025Q1: 20,232 shares; 2025Q2: 21,602 shares; 2025Q3: 22,358 shares; 2025Q4: 23,300 shares 23,300 $2.97M 0.1% +942 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,583 shares; 2024Q4: 21,356 shares; 2025Q1: 20,990 shares; 2025Q2: 19,783 shares; 2025Q3: 19,760 shares; 2025Q4: 19,735 shares 19,735 $2.94M 0.1% -25 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,776 shares; 2024Q4: 19,077 shares; 2025Q1: 20,270 shares; 2025Q2: 21,789 shares; 2025Q3: 25,536 shares; 2025Q4: 25,529 shares 25,529 $2.94M 0.1% -7 Timeline STOT 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: 53,990 shares; 2024Q4: 63,619 shares; 2025Q1: 63,725 shares; 2025Q2: 63,737 shares; 2025Q3: 61,802 shares; 2025Q4: 61,914 shares 61,914 $2.93M 0.1% +112 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: 6,681 shares; 2024Q4: 6,885 shares; 2025Q1: 6,998 shares; 2025Q2: 8,334 shares; 2025Q3: 10,070 shares; 2025Q4: 10,502 shares 10,502 $2.91M 0.1% +432 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: 10,167 shares; 2024Q4: 13,061 shares; 2025Q1: 15,385 shares; 2025Q2: 16,718 shares; 2025Q3: 17,995 shares; 2025Q4: 18,542 shares 18,542 $2.9M 0.1% +547 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: 12,147 shares; 2024Q4: 6,413 shares; 2025Q1: 11,766 shares; 2025Q2: 12,844 shares; 2025Q3: 12,882 shares; 2025Q4: 13,651 shares 13,651 $2.87M 0.1% +769 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,917 shares; 2024Q4: 34,745 shares; 2025Q1: 34,754 shares; 2025Q2: 35,002 shares; 2025Q3: 31,310 shares; 2025Q4: 32,301 shares 32,301 $2.86M 0.1% +991 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: 25,810 shares; 2024Q4: 24,066 shares; 2025Q1: 25,451 shares; 2025Q2: 30,347 shares; 2025Q3: 31,299 shares; 2025Q4: 37,090 shares 37,090 $2.86M 0.1% +5,791 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,292 shares; 2025Q1: 5,202 shares; 2025Q2: 5,829 shares; 2025Q3: 5,347 shares; 2025Q4: 17,513 shares 17,513 $2.84M 0.1% +12,166 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,145 shares; 2024Q4: 29,577 shares; 2025Q1: 38,988 shares; 2025Q2: 26,342 shares; 2025Q3: 31,117 shares; 2025Q4: 34,833 shares 34,833 $2.83M 0.1% +3,716 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: 16,506 shares; 2024Q4: 18,121 shares; 2025Q1: 16,043 shares; 2025Q2: 16,053 shares; 2025Q3: 26,005 shares; 2025Q4: 29,385 shares 29,385 $2.8M 0.1% +3,380 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,317 shares; 2024Q4: 64,223 shares; 2025Q1: 56,055 shares; 2025Q2: 53,254 shares; 2025Q3: 54,936 shares; 2025Q4: 52,399 shares 52,399 $2.8M 0.1% -2,537 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,517 shares; 2024Q4: 8,600 shares; 2025Q1: 8,283 shares; 2025Q2: 18,624 shares; 2025Q3: 18,719 shares; 2025Q4: 68,512 shares 68,512 $2.75M 0.1% +49,793 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: 41,292 shares; 2024Q4: 42,309 shares; 2025Q1: 45,698 shares; 2025Q2: 43,060 shares; 2025Q3: 34,660 shares; 2025Q4: 26,329 shares 26,329 $2.74M 0.1% -8,331 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: 56,984 shares; 2024Q4: 59,448 shares; 2025Q1: 58,399 shares; 2025Q2: 54,019 shares; 2025Q3: 49,313 shares; 2025Q4: 48,233 shares 48,233 $2.65M 0.09% -1,080 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: 26,133 shares; 2024Q4: 24,963 shares; 2025Q1: 23,756 shares; 2025Q2: 19,842 shares; 2025Q3: 21,258 shares; 2025Q4: 18,471 shares 18,471 $2.65M 0.09% -2,787 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,230 shares; 2024Q4: 26,035 shares; 2025Q1: 27,232 shares; 2025Q2: 27,782 shares; 2025Q3: 29,427 shares; 2025Q4: 30,627 shares 30,627 $2.64M 0.09% +1,200 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: 16,956 shares; 2024Q4: 16,937 shares; 2025Q1: 16,816 shares; 2025Q2: 17,913 shares; 2025Q3: 17,342 shares; 2025Q4: 17,274 shares 17,274 $2.63M 0.09% -68 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 27,285 shares; 2025Q1: 34,957 shares; 2025Q2: 40,063 shares; 2025Q3: 43,105 shares; 2025Q4: 46,516 shares 46,516 $2.62M 0.09% +3,411 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,919 shares; 2025Q4: 68,554 shares 68,554 $2.61M 0.09% +5,635 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,399 shares; 2025Q4: 31,938 shares 31,938 $2.56M 0.09% +20,539 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: 15,705 shares; 2024Q4: 13,695 shares; 2025Q1: 28,980 shares; 2025Q2: 28,127 shares; 2025Q3: 28,056 shares; 2025Q4: 26,618 shares 26,618 $2.56M 0.09% -1,438 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,621 shares; 2025Q1: 2,734 shares; 2025Q2: 2,844 shares; 2025Q3: 2,591 shares; 2025Q4: 26,984 shares 26,984 $2.53M 0.09% +24,393 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: 13,038 shares; 2024Q4: 12,153 shares; 2025Q1: 11,585 shares; 2025Q2: 11,835 shares; 2025Q3: 13,401 shares; 2025Q4: 11,583 shares 11,583 $2.51M 0.09% -1,818 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,790 shares; 2025Q3: 49,087 shares; 2025Q4: 50,197 shares 50,197 $2.51M 0.09% +1,110 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: 14,945 shares; 2024Q4: 7,918 shares; 2025Q1: 7,820 shares; 2025Q2: 8,618 shares; 2025Q3: 8,970 shares; 2025Q4: 9,728 shares 9,728 $2.51M 0.09% +758 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,412 shares; 2024Q4: 53,726 shares; 2025Q1: 52,239 shares; 2025Q2: 45,181 shares; 2025Q3: 67,807 shares; 2025Q4: 65,550 shares 65,550 $2.51M 0.09% -2,257 Timeline LTPZ 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: 4,132 shares; 2024Q4: not reported; 2025Q1: 3,670 shares; 2025Q2: not reported; 2025Q3: 45,118 shares; 2025Q4: 48,213 shares 48,213 $2.5M 0.09% +3,095 Timeline BALT 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: 24,125 shares; 2024Q4: 25,015 shares; 2025Q1: 59,914 shares; 2025Q2: 66,189 shares; 2025Q3: 80,901 shares; 2025Q4: 74,071 shares 74,071 $2.48M 0.09% -6,830 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,502 shares; 2025Q1: 33,974 shares; 2025Q2: 25,937 shares; 2025Q3: 28,869 shares; 2025Q4: 28,968 shares 28,968 $2.47M 0.09% +99 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,582 shares; 2025Q2: 9,760 shares; 2025Q3: 22,156 shares; 2025Q4: 47,730 shares 47,730 $2.44M 0.08% +25,574 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: 8,247 shares; 2024Q4: 7,976 shares; 2025Q1: 7,984 shares; 2025Q2: 8,081 shares; 2025Q3: 8,289 shares; 2025Q4: 8,191 shares 8,191 $2.38M 0.08% -98 Timeline BUFF 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: 54,363 shares; 2024Q4: 53,568 shares; 2025Q1: 60,126 shares; 2025Q2: 53,810 shares; 2025Q3: 53,715 shares; 2025Q4: 47,306 shares 47,306 $2.36M 0.08% -6,409 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 27,131 shares; 2025Q1: 29,689 shares; 2025Q2: 33,849 shares; 2025Q3: 37,175 shares; 2025Q4: 38,798 shares 38,798 $2.34M 0.08% +1,623 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: 20,436 shares; 2024Q4: 21,120 shares; 2025Q1: 21,373 shares; 2025Q2: 74,196 shares; 2025Q3: 78,058 shares; 2025Q4: 36,262 shares 36,262 $2.34M 0.08% -41,796 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: 27,997 shares; 2024Q4: 28,416 shares; 2025Q1: 27,793 shares; 2025Q2: 26,599 shares; 2025Q3: 25,170 shares; 2025Q4: 24,536 shares 24,536 $2.31M 0.08% -634 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: 7,961 shares; 2024Q4: 7,968 shares; 2025Q1: 7,982 shares; 2025Q2: 8,597 shares; 2025Q3: 9,462 shares; 2025Q4: 10,731 shares 10,731 $2.3M 0.08% +1,269 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,895 shares 60,895 $2.3M 0.08% new 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: 6,557 shares; 2024Q4: 6,822 shares; 2025Q1: 6,863 shares; 2025Q2: 7,427 shares; 2025Q3: 7,582 shares; 2025Q4: 7,722 shares 7,722 $2.29M 0.08% +140 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,268 shares; 2024Q4: 38,199 shares; 2025Q1: 37,701 shares; 2025Q2: 35,537 shares; 2025Q3: 28,680 shares; 2025Q4: 23,256 shares 23,256 $2.27M 0.08% -5,424 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: 15,004 shares; 2024Q4: 14,871 shares; 2025Q1: 15,480 shares; 2025Q2: 15,561 shares; 2025Q3: 16,371 shares; 2025Q4: 16,267 shares 16,267 $2.26M 0.08% -104 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: 7,491 shares; 2024Q4: 7,534 shares; 2025Q1: 7,569 shares; 2025Q2: 8,208 shares; 2025Q3: 9,775 shares; 2025Q4: 9,858 shares 9,858 $2.26M 0.08% +83 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: 5,098 shares; 2024Q4: 4,770 shares; 2025Q1: 4,876 shares; 2025Q2: 3,501 shares; 2025Q3: 3,857 shares; 2025Q4: 3,947 shares 3,947 $2.25M 0.08% +90 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,855 shares; 2024Q4: 53,171 shares; 2025Q1: 59,343 shares; 2025Q2: 43,274 shares; 2025Q3: 44,405 shares; 2025Q4: 44,340 shares 44,340 $2.24M 0.08% -65 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,499 shares; 2024Q4: 43,264 shares; 2025Q1: 41,449 shares; 2025Q2: 45,572 shares; 2025Q3: 44,936 shares; 2025Q4: 45,445 shares 45,445 $2.21M 0.08% +509 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,157 shares; 2025Q1: 40,965 shares; 2025Q2: 43,909 shares; 2025Q3: 49,677 shares; 2025Q4: 57,256 shares 57,256 $2.21M 0.08% +7,579 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,379 shares; 2024Q4: 106,364 shares; 2025Q1: 90,079 shares; 2025Q2: 90,381 shares; 2025Q3: 92,869 shares; 2025Q4: 87,844 shares 87,844 $2.2M 0.08% -5,025 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,510 shares; 2024Q4: 53,108 shares; 2025Q1: 51,681 shares; 2025Q2: 48,870 shares; 2025Q3: 43,759 shares; 2025Q4: 42,266 shares 42,266 $2.16M 0.08% -1,493 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,364 shares; 2025Q1: 6,892 shares; 2025Q2: 7,545 shares; 2025Q3: 8,181 shares; 2025Q4: 8,696 shares 8,696 $2.14M 0.07% +515 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,726 shares; 2024Q4: 20,042 shares; 2025Q1: 20,417 shares; 2025Q2: 19,163 shares; 2025Q3: 19,251 shares; 2025Q4: 19,211 shares 19,211 $2.12M 0.07% -40 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,260 shares; 2024Q4: 61,957 shares; 2025Q1: 60,617 shares; 2025Q2: 60,629 shares; 2025Q3: 62,668 shares; 2025Q4: 64,010 shares 64,010 $2.1M 0.07% +1,342 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: 28,359 shares; 2024Q4: 25,895 shares; 2025Q1: 25,361 shares; 2025Q2: 23,440 shares; 2025Q3: 22,612 shares; 2025Q4: 22,977 shares 22,977 $2.09M 0.07% +365 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: 4,937 shares; 2024Q4: 4,902 shares; 2025Q1: 4,541 shares; 2025Q2: 4,797 shares; 2025Q3: 4,339 shares; 2025Q4: 4,331 shares 4,331 $2.08M 0.07% -8 Timeline IYG 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: 17,934 shares; 2024Q4: 17,440 shares; 2025Q1: 30,524 shares; 2025Q2: 33,509 shares; 2025Q3: 22,119 shares; 2025Q4: 22,539 shares 22,539 $2.08M 0.07% +420 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: 22,592 shares; 2024Q4: 22,787 shares; 2025Q1: 22,856 shares; 2025Q2: 21,990 shares; 2025Q3: 22,585 shares; 2025Q4: 23,453 shares 23,453 $2.08M 0.07% +868 Timeline BLV 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: 34,139 shares; 2024Q4: 34,570 shares; 2025Q1: 34,417 shares; 2025Q2: 30,643 shares; 2025Q3: 30,062 shares; 2025Q4: 29,453 shares 29,453 $2.05M 0.07% -609 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,275 shares; 2025Q4: 92,830 shares 92,830 $2.05M 0.07% +2,555 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: 10,511 shares; 2024Q4: 10,798 shares; 2025Q1: 11,130 shares; 2025Q2: 10,676 shares; 2025Q3: 10,658 shares; 2025Q4: 10,460 shares 10,460 $2.04M 0.07% -198 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: 27,380 shares; 2024Q4: 28,038 shares; 2025Q1: 27,097 shares; 2025Q2: 27,383 shares; 2025Q3: 27,841 shares; 2025Q4: 28,564 shares 28,564 $2M 0.07% +723 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: 7,967 shares; 2024Q4: 8,159 shares; 2025Q1: 8,406 shares; 2025Q2: 8,506 shares; 2025Q3: 8,811 shares; 2025Q4: 8,885 shares 8,885 $2M 0.07% +74 Timeline BMAY 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: 43,992 shares; 2024Q4: 43,992 shares; 2025Q1: 43,992 shares; 2025Q2: 43,992 shares; 2025Q3: 43,992 shares; 2025Q4: 43,858 shares 43,858 $1.97M 0.07% -134 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: 35,273 shares; 2024Q4: 36,148 shares; 2025Q1: 35,776 shares; 2025Q2: 35,084 shares; 2025Q3: 37,693 shares; 2025Q4: 40,431 shares 40,431 $1.95M 0.07% +2,738 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: 8,061 shares; 2024Q4: 8,078 shares; 2025Q1: 8,656 shares; 2025Q2: 15,200 shares; 2025Q3: 7,963 shares; 2025Q4: 7,750 shares 7,750 $1.94M 0.07% -213 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: not reported; 2024Q4: not reported; 2025Q1: 3,024 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 5,155 shares 5,155 $1.93M 0.07% +452 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: 4,106 shares; 2024Q4: 4,214 shares; 2025Q1: 5,026 shares; 2025Q2: 5,531 shares; 2025Q3: 7,050 shares; 2025Q4: 6,308 shares 6,308 $1.92M 0.07% -742 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,731 shares; 2024Q4: 28,194 shares; 2025Q1: 23,988 shares; 2025Q2: 21,484 shares; 2025Q3: 22,679 shares; 2025Q4: 23,295 shares 23,295 $1.91M 0.07% +616 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,610 shares; 2024Q4: 53,456 shares; 2025Q1: 50,453 shares; 2025Q2: 49,760 shares; 2025Q3: 47,748 shares; 2025Q4: 41,820 shares 41,820 $1.9M 0.07% -5,928 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: 6,576 shares; 2024Q4: 10,491 shares; 2025Q1: 10,978 shares; 2025Q2: 10,447 shares; 2025Q3: 10,538 shares; 2025Q4: 10,565 shares 10,565 $1.87M 0.07% +27 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 19,053 shares; 2025Q1: 19,540 shares; 2025Q2: 35,114 shares; 2025Q3: 37,165 shares; 2025Q4: 38,041 shares 38,041 $1.87M 0.07% +876 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,701 shares; 2024Q4: 21,022 shares; 2025Q1: 24,053 shares; 2025Q2: 29,866 shares; 2025Q3: 35,233 shares; 2025Q4: 37,459 shares 37,459 $1.87M 0.07% +2,226 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,732 shares; 2025Q1: 3,725 shares; 2025Q2: 3,757 shares; 2025Q3: 3,218 shares; 2025Q4: 3,210 shares 3,210 $1.86M 0.06% -8 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,065 shares; 2024Q4: 42,061 shares; 2025Q1: 41,983 shares; 2025Q2: 42,517 shares; 2025Q3: 41,300 shares; 2025Q4: 41,609 shares 41,609 $1.85M 0.06% +309 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: 60,011 shares; 2024Q4: 69,549 shares; 2025Q1: 74,870 shares; 2025Q2: 63,465 shares; 2025Q3: 37,417 shares; 2025Q4: 30,245 shares 30,245 $1.84M 0.06% -7,172 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: 47,556 shares; 2025Q3: 51,047 shares; 2025Q4: 54,852 shares 54,852 $1.83M 0.06% +3,805 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: 5,829 shares; 2024Q4: 5,877 shares; 2025Q1: 5,167 shares; 2025Q2: 5,149 shares; 2025Q3: 5,147 shares; 2025Q4: 4,934 shares 4,934 $1.83M 0.06% -213 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 18,466 shares; 2025Q1: 19,736 shares; 2025Q2: 21,558 shares; 2025Q3: 22,216 shares; 2025Q4: 22,852 shares 22,852 $1.82M 0.06% +636 Timeline MOAT 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: 24,453 shares; 2024Q4: 26,214 shares; 2025Q1: 25,129 shares; 2025Q2: 20,204 shares; 2025Q3: 17,337 shares; 2025Q4: 17,494 shares 17,494 $1.81M 0.06% +157 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: 4,222 shares; 2024Q4: 4,247 shares; 2025Q1: 4,105 shares; 2025Q2: 4,286 shares; 2025Q3: 5,141 shares; 2025Q4: 5,840 shares 5,840 $1.8M 0.06% +699 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,129 shares; 2024Q4: 72,908 shares; 2025Q1: 76,570 shares; 2025Q2: 85,586 shares; 2025Q3: 96,080 shares; 2025Q4: 99,746 shares 99,746 $1.79M 0.06% +3,666 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,084 shares; 2024Q4: 16,059 shares; 2025Q1: 16,025 shares; 2025Q2: 15,917 shares; 2025Q3: 15,003 shares; 2025Q4: 15,018 shares 15,018 $1.78M 0.06% +15 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: 8,909 shares; 2024Q4: 14,282 shares; 2025Q1: 10,766 shares; 2025Q2: 11,055 shares; 2025Q3: 12,348 shares; 2025Q4: 12,344 shares 12,344 $1.74M 0.06% -4 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: 23,651 shares; 2024Q4: 26,056 shares; 2025Q1: 26,476 shares; 2025Q2: 28,660 shares; 2025Q3: 28,845 shares; 2025Q4: 29,484 shares 29,484 $1.7M 0.06% +639 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: 6,172 shares; 2024Q4: 11,372 shares; 2025Q1: 9,793 shares; 2025Q2: 9,829 shares; 2025Q3: 9,569 shares; 2025Q4: 9,196 shares 9,196 $1.69M 0.06% -373 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: 3,402 shares; 2024Q4: 3,142 shares; 2025Q1: 2,872 shares; 2025Q2: 2,753 shares; 2025Q3: 2,699 shares; 2025Q4: 2,797 shares 2,797 $1.69M 0.06% +98 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,916 shares; 2024Q4: 18,522 shares; 2025Q1: 19,040 shares; 2025Q2: 19,252 shares; 2025Q3: 18,849 shares; 2025Q4: 16,762 shares 16,762 $1.67M 0.06% -2,087 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: 15,727 shares; 2024Q4: 16,050 shares; 2025Q1: 15,917 shares; 2025Q2: 16,439 shares; 2025Q3: 17,105 shares; 2025Q4: 19,077 shares 19,077 $1.66M 0.06% +1,972 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,959 shares; 2024Q4: 30,321 shares; 2025Q1: 30,715 shares; 2025Q2: 32,940 shares; 2025Q3: 34,942 shares; 2025Q4: 35,675 shares 35,675 $1.62M 0.06% +733 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: 7,941 shares; 2024Q4: 8,320 shares; 2025Q1: 8,330 shares; 2025Q2: 7,820 shares; 2025Q3: 8,037 shares; 2025Q4: 7,649 shares 7,649 $1.62M 0.06% -388 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 6,105 shares; 2025Q1: 27,165 shares; 2025Q2: 47,628 shares; 2025Q3: 17,443 shares; 2025Q4: 18,007 shares 18,007 $1.61M 0.06% +564 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: 12,147 shares; 2024Q4: 12,172 shares; 2025Q1: 12,030 shares; 2025Q2: 13,069 shares; 2025Q3: 13,217 shares; 2025Q4: 13,432 shares 13,432 $1.57M 0.05% +215 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,451 shares; 2024Q4: 25,131 shares; 2025Q1: 25,271 shares; 2025Q2: 25,742 shares; 2025Q3: 27,233 shares; 2025Q4: 33,189 shares 33,189 $1.57M 0.05% +5,956 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: 33,396 shares; 2024Q4: 33,409 shares; 2025Q1: 33,393 shares; 2025Q2: 33,399 shares; 2025Q3: 33,405 shares; 2025Q4: 33,096 shares 33,096 $1.54M 0.05% -309 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,721 shares; 2024Q4: 35,940 shares; 2025Q1: 35,436 shares; 2025Q2: 37,025 shares; 2025Q3: 35,179 shares; 2025Q4: 34,559 shares 34,559 $1.53M 0.05% -620 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,525 shares; 2024Q4: 27,301 shares; 2025Q1: 24,213 shares; 2025Q2: 24,906 shares; 2025Q3: 25,356 shares; 2025Q4: 25,202 shares 25,202 $1.53M 0.05% -154 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,591 shares; 2025Q1: 8,091 shares; 2025Q2: 29,386 shares; 2025Q3: 28,967 shares; 2025Q4: 30,165 shares 30,165 $1.5M 0.05% +1,198 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,371 shares; 2025Q1: 2,755 shares; 2025Q2: 2,729 shares; 2025Q3: 3,069 shares; 2025Q4: 3,206 shares 3,206 $1.5M 0.05% +137 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,723 shares; 2025Q1: 2,708 shares; 2025Q2: 2,805 shares; 2025Q3: 3,223 shares; 2025Q4: 3,177 shares 3,177 $1.48M 0.05% -46 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: 36,742 shares; 2024Q4: 37,089 shares; 2025Q1: 39,492 shares; 2025Q2: 36,616 shares; 2025Q3: 32,193 shares; 2025Q4: 31,933 shares 31,933 $1.47M 0.05% -260 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: 9,964 shares; 2024Q4: 10,772 shares; 2025Q1: 10,303 shares; 2025Q2: 10,587 shares; 2025Q3: 10,428 shares; 2025Q4: 11,437 shares 11,437 $1.45M 0.05% +1,009 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: 10,463 shares; 2024Q4: 10,859 shares; 2025Q1: 8,839 shares; 2025Q2: 8,517 shares; 2025Q3: 6,525 shares; 2025Q4: 6,775 shares 6,775 $1.45M 0.05% +250 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: 3,566 shares; 2024Q4: 10,045 shares; 2025Q1: 6,730 shares; 2025Q2: 8,341 shares; 2025Q3: 8,738 shares; 2025Q4: 9,736 shares 9,736 $1.45M 0.05% +998 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: 7,458 shares; 2024Q4: 6,731 shares; 2025Q1: 7,086 shares; 2025Q2: 7,713 shares; 2025Q3: 7,608 shares; 2025Q4: 7,828 shares 7,828 $1.44M 0.05% +220 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: 13,195 shares; 2024Q4: 13,168 shares; 2025Q1: 12,136 shares; 2025Q2: 10,125 shares; 2025Q3: 11,404 shares; 2025Q4: 11,040 shares 11,040 $1.42M 0.05% -364 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: 9,294 shares; 2024Q4: 10,071 shares; 2025Q1: 9,966 shares; 2025Q2: 9,898 shares; 2025Q3: 9,594 shares; 2025Q4: 9,992 shares 9,992 $1.41M 0.05% +398 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: 51,983 shares; 2024Q4: 46,915 shares; 2025Q1: 47,522 shares; 2025Q2: 51,069 shares; 2025Q3: 47,184 shares; 2025Q4: 56,478 shares 56,478 $1.41M 0.05% +9,294 Timeline RSPF 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: 27,133 shares; 2024Q4: 23,033 shares; 2025Q1: 19,937 shares; 2025Q2: 19,637 shares; 2025Q3: 18,908 shares; 2025Q4: 17,815 shares 17,815 $1.4M 0.05% -1,093 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: 929 shares; 2024Q4: 1,193 shares; 2025Q1: 2,385 shares; 2025Q2: 3,171 shares; 2025Q3: 3,452 shares; 2025Q4: 4,071 shares 4,071 $1.4M 0.05% +619 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,477 shares; 2025Q4: 17,706 shares 17,706 $1.38M 0.05% +11,229 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: 9,860 shares; 2024Q4: 8,467 shares; 2025Q1: 8,318 shares; 2025Q2: 7,934 shares; 2025Q3: 7,803 shares; 2025Q4: 6,259 shares 6,259 $1.38M 0.05% -1,544 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: 2,165 shares; 2024Q4: 2,167 shares; 2025Q1: 2,196 shares; 2025Q2: 2,255 shares; 2025Q3: 2,061 shares; 2025Q4: 2,045 shares 2,045 $1.35M 0.05% -16 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,363 shares; 2025Q2: not reported; 2025Q3: 2,233 shares; 2025Q4: 13,446 shares 13,446 $1.35M 0.05% +11,213 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: 14,098 shares; 2024Q4: 13,923 shares; 2025Q1: 11,827 shares; 2025Q2: 11,962 shares; 2025Q3: 9,776 shares; 2025Q4: 9,260 shares 9,260 $1.35M 0.05% -516 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: 6,101 shares; 2024Q4: 5,148 shares; 2025Q1: 4,575 shares; 2025Q2: 4,771 shares; 2025Q3: 4,883 shares; 2025Q4: 4,110 shares 4,110 $1.35M 0.05% -773 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: 11,288 shares; 2024Q4: 13,498 shares; 2025Q1: 13,999 shares; 2025Q2: 12,841 shares; 2025Q3: 12,446 shares; 2025Q4: 12,344 shares 12,344 $1.3M 0.05% -102 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: 4,547 shares; 2024Q4: 6,278 shares; 2025Q1: 5,970 shares; 2025Q2: 6,097 shares; 2025Q3: 7,318 shares; 2025Q4: 7,488 shares 7,488 $1.28M 0.04% +170 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: 37,049 shares; 2024Q4: 38,063 shares; 2025Q1: 35,202 shares; 2025Q2: 36,092 shares; 2025Q3: 42,974 shares; 2025Q4: 41,224 shares 41,224 $1.28M 0.04% -1,750 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 17,575 shares; 2025Q1: 17,665 shares; 2025Q2: 17,666 shares; 2025Q3: 17,357 shares; 2025Q4: 15,713 shares 15,713 $1.27M 0.04% -1,644 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: 9,448 shares; 2024Q4: 10,680 shares; 2025Q1: 10,685 shares; 2025Q2: 10,715 shares; 2025Q3: 13,939 shares; 2025Q4: 14,317 shares 14,317 $1.25M 0.04% +378 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 280 shares; 2025Q1: 302 shares; 2025Q2: 377 shares; 2025Q3: 445 shares; 2025Q4: 613 shares 613 $1.23M 0.04% +168 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: 7,544 shares; 2024Q4: 8,575 shares; 2025Q1: 8,829 shares; 2025Q2: 9,153 shares; 2025Q3: 8,874 shares; 2025Q4: 8,390 shares 8,390 $1.23M 0.04% -484 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,587 shares 26,587 $1.22M 0.04% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 14,758 shares; 2025Q1: 26,661 shares; 2025Q2: 28,192 shares; 2025Q3: 27,772 shares; 2025Q4: 25,487 shares 25,487 $1.2M 0.04% -2,285 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: 7,988 shares; 2024Q4: 7,901 shares; 2025Q1: 7,160 shares; 2025Q2: 7,318 shares; 2025Q3: 7,173 shares; 2025Q4: 7,071 shares 7,071 $1.19M 0.04% -102 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,852 shares; 2025Q1: 34,447 shares; 2025Q2: 36,607 shares; 2025Q3: 36,607 shares; 2025Q4: 34,938 shares 34,938 $1.19M 0.04% -1,669 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: 8,087 shares; 2024Q4: 8,158 shares; 2025Q1: 8,547 shares; 2025Q2: 10,615 shares; 2025Q3: 11,559 shares; 2025Q4: 11,497 shares 11,497 $1.18M 0.04% -62 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: 23,578 shares; 2024Q4: 22,948 shares; 2025Q1: 30,213 shares; 2025Q2: 31,912 shares; 2025Q3: 32,571 shares; 2025Q4: 28,754 shares 28,754 $1.17M 0.04% -3,817 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 5,063 shares; 2025Q1: 4,321 shares; 2025Q2: 4,314 shares; 2025Q3: 4,199 shares; 2025Q4: 3,919 shares 3,919 $1.16M 0.04% -280 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: 4,884 shares; 2024Q4: 4,739 shares; 2025Q1: 4,933 shares; 2025Q2: 4,887 shares; 2025Q3: 5,199 shares; 2025Q4: 4,950 shares 4,950 $1.14M 0.04% -249 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: 11,448 shares; 2024Q4: 10,779 shares; 2025Q1: 10,552 shares; 2025Q2: 10,734 shares; 2025Q3: 10,934 shares; 2025Q4: 10,059 shares 10,059 $1.14M 0.04% -875 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: 15,214 shares; 2024Q4: 14,788 shares; 2025Q1: 17,733 shares; 2025Q2: 16,649 shares; 2025Q3: 17,243 shares; 2025Q4: 16,957 shares 16,957 $1.12M 0.04% -286 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,794 shares; 2024Q4: 11,797 shares; 2025Q1: 11,810 shares; 2025Q2: 12,685 shares; 2025Q3: 12,998 shares; 2025Q4: 13,201 shares 13,201 $1.11M 0.04% +203 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: 8,630 shares; 2024Q4: 8,853 shares; 2025Q1: 12,737 shares; 2025Q2: 12,892 shares; 2025Q3: 18,586 shares; 2025Q4: 9,353 shares 9,353 $1.1M 0.04% -9,233 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: 2,679 shares; 2024Q4: 4,550 shares; 2025Q1: 3,928 shares; 2025Q2: 3,699 shares; 2025Q3: 3,866 shares; 2025Q4: 3,842 shares 3,842 $1.1M 0.04% -24 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,337 shares; 2024Q4: 31,341 shares; 2025Q1: 24,121 shares; 2025Q2: 21,023 shares; 2025Q3: 30,556 shares; 2025Q4: 16,828 shares 16,828 $1.09M 0.04% -13,728 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: 2,392 shares; 2024Q4: 2,131 shares; 2025Q1: 2,395 shares; 2025Q2: 2,617 shares; 2025Q3: 2,697 shares; 2025Q4: 3,023 shares 3,023 $1.09M 0.04% +326 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,685 shares; 2025Q1: 2,555 shares; 2025Q2: 2,605 shares; 2025Q3: 2,443 shares; 2025Q4: 2,246 shares 2,246 $1.09M 0.04% -197 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: 167 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 181 shares; 2025Q3: 192 shares; 2025Q4: 202 shares 202 $1.08M 0.04% +10 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,802 shares; 2024Q4: 13,802 shares; 2025Q1: 20,105 shares; 2025Q2: 19,875 shares; 2025Q3: 19,875 shares; 2025Q4: 19,573 shares 19,573 $1.07M 0.04% -302 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,079 shares; 2024Q4: 25,601 shares; 2025Q1: 25,142 shares; 2025Q2: 28,459 shares; 2025Q3: 30,509 shares; 2025Q4: 27,260 shares 27,260 $1.07M 0.04% -3,249 Timeline URA 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: 18,942 shares; 2024Q4: 25,533 shares; 2025Q1: 24,176 shares; 2025Q2: 24,176 shares; 2025Q3: 24,560 shares; 2025Q4: 23,667 shares 23,667 $1.06M 0.04% -893 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: 3,255 shares; 2024Q4: 3,212 shares; 2025Q1: 3,539 shares; 2025Q2: 3,705 shares; 2025Q3: 4,113 shares; 2025Q4: 4,099 shares 4,099 $1.05M 0.04% -14 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 9,008 shares; 2025Q1: 9,850 shares; 2025Q2: 10,623 shares; 2025Q3: 10,453 shares; 2025Q4: 10,883 shares 10,883 $1.05M 0.04% +430 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 12,692 shares; 2025Q1: 18,697 shares; 2025Q2: 11,521 shares; 2025Q3: 21,765 shares; 2025Q4: 21,799 shares 21,799 $1.04M 0.04% +34 Timeline QTAP 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: 7,072 shares; 2025Q3: 19,956 shares; 2025Q4: 23,097 shares 23,097 $1.03M 0.04% +3,141 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: 2,306 shares; 2024Q4: 9,149 shares; 2025Q1: 1,991 shares; 2025Q2: 1,903 shares; 2025Q3: 1,960 shares; 2025Q4: 2,459 shares 2,459 $1.02M 0.04% +499 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,853 shares; 2025Q1: 10,866 shares; 2025Q2: 10,880 shares; 2025Q3: 10,896 shares; 2025Q4: 10,911 shares 10,911 $1.01M 0.04% +15 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: 3,390 shares; 2024Q4: 3,379 shares; 2025Q1: 3,553 shares; 2025Q2: 3,395 shares; 2025Q3: 3,385 shares; 2025Q4: 3,066 shares 3,066 $994K 0.03% -319 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 16,558 shares; 2025Q1: 17,353 shares; 2025Q2: 19,200 shares; 2025Q3: 19,691 shares; 2025Q4: 18,790 shares 18,790 $985K 0.03% -901 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,726 shares; 2024Q4: 25,726 shares; 2025Q1: 25,726 shares; 2025Q2: 30,793 shares; 2025Q3: 30,576 shares; 2025Q4: 30,576 shares 30,576 $976K 0.03% 0 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: 7,991 shares; 2024Q4: 7,966 shares; 2025Q1: 6,851 shares; 2025Q2: 6,595 shares; 2025Q3: 6,837 shares; 2025Q4: 6,275 shares 6,275 $973K 0.03% -562 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: 2,863 shares; 2024Q4: 2,742 shares; 2025Q1: 2,822 shares; 2025Q2: 3,298 shares; 2025Q3: 3,374 shares; 2025Q4: 3,090 shares 3,090 $973K 0.03% -284 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,766 shares; 2025Q1: 123,760 shares; 2025Q2: 104,723 shares; 2025Q3: 88,391 shares; 2025Q4: 82,796 shares 82,796 $970K 0.03% -5,595 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares; 2025Q4: 21,483 shares 21,483 $966K 0.03% +10,553 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,368 shares; 2024Q4: 15,393 shares; 2025Q1: 17,233 shares; 2025Q2: 18,019 shares; 2025Q3: 16,150 shares; 2025Q4: 14,622 shares 14,622 $964K 0.03% -1,528 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,235 shares; 2024Q4: 8,910 shares; 2025Q1: 8,393 shares; 2025Q2: 8,368 shares; 2025Q3: 8,269 shares; 2025Q4: 8,729 shares 8,729 $962K 0.03% +460 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,947 shares; 2025Q3: 17,947 shares; 2025Q4: 17,946 shares 17,946 $959K 0.03% -1 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,506 shares; 2024Q4: 16,885 shares; 2025Q1: 16,881 shares; 2025Q2: 14,343 shares; 2025Q3: 15,786 shares; 2025Q4: 16,973 shares 16,973 $954K 0.03% +1,187 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,505 shares; 2024Q4: 12,989 shares; 2025Q1: 13,088 shares; 2025Q2: 13,671 shares; 2025Q3: 13,652 shares; 2025Q4: 12,925 shares 12,925 $950K 0.03% -727 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 5,152 shares; 2025Q1: 5,264 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares; 2025Q4: 5,911 shares 5,911 $948K 0.03% +191 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 10,691 shares; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares; 2025Q4: 9,334 shares 9,334 $931K 0.03% -1,357 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: 37,784 shares; 2024Q4: 33,015 shares; 2025Q1: 28,921 shares; 2025Q2: 18,581 shares; 2025Q3: 18,543 shares; 2025Q4: 18,818 shares 18,818 $931K 0.03% +275 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,492 shares; 2024Q4: 23,780 shares; 2025Q1: 23,620 shares; 2025Q2: 22,015 shares; 2025Q3: 22,015 shares; 2025Q4: 19,488 shares 19,488 $916K 0.03% -2,527 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: 4,126 shares; 2024Q4: 3,870 shares; 2025Q1: 3,837 shares; 2025Q2: 3,773 shares; 2025Q3: 3,777 shares; 2025Q4: 3,530 shares 3,530 $914K 0.03% -247 Timeline FNDE 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: 22,967 shares; 2024Q4: 22,205 shares; 2025Q1: 23,774 shares; 2025Q2: 23,914 shares; 2025Q3: 24,258 shares; 2025Q4: 25,345 shares 25,345 $914K 0.03% +1,087 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,950 shares; 2025Q1: 2,956 shares; 2025Q2: 2,666 shares; 2025Q3: 2,649 shares; 2025Q4: 2,802 shares 2,802 $905K 0.03% +153 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 22,310 shares; 2025Q1: 20,882 shares; 2025Q2: 21,770 shares; 2025Q3: 21,770 shares; 2025Q4: 21,605 shares 21,605 $905K 0.03% -165 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: 7,043 shares; 2024Q4: 7,044 shares; 2025Q1: 6,987 shares; 2025Q2: 7,689 shares; 2025Q3: 7,530 shares; 2025Q4: 7,984 shares 7,984 $901K 0.03% +454 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: 4,731 shares; 2024Q4: 4,618 shares; 2025Q1: 4,579 shares; 2025Q2: 7,850 shares; 2025Q3: 10,487 shares; 2025Q4: 10,421 shares 10,421 $899K 0.03% -66 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: 17,050 shares; 2024Q4: 17,288 shares; 2025Q1: 16,688 shares; 2025Q2: 17,548 shares; 2025Q3: 17,769 shares; 2025Q4: 17,337 shares 17,337 $895K 0.03% -432 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 6,787 shares; 2025Q1: 6,848 shares; 2025Q2: 7,426 shares; 2025Q3: 8,742 shares; 2025Q4: 8,363 shares 8,363 $892K 0.03% -379 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 41,867 shares; 2025Q1: 45,099 shares; 2025Q2: 55,205 shares; 2025Q3: 61,220 shares; 2025Q4: 68,967 shares 68,967 $888K 0.03% +7,747 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: 4,707 shares; 2024Q4: 4,435 shares; 2025Q1: 4,234 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 4,236 shares 4,236 $886K 0.03% +1 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: 4,388 shares; 2024Q4: 4,423 shares; 2025Q1: 4,895 shares; 2025Q2: 4,947 shares; 2025Q3: 3,751 shares; 2025Q4: 3,297 shares 3,297 $885K 0.03% -454 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: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,493 shares; 2025Q2: 17,368 shares; 2025Q3: 14,927 shares; 2025Q4: 13,066 shares 13,066 $878K 0.03% -1,861 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,261 shares; 2024Q4: 29,261 shares; 2025Q1: 24,143 shares; 2025Q2: 25,014 shares; 2025Q3: 25,014 shares; 2025Q4: 25,014 shares 25,014 $872K 0.03% 0 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,821 shares; 2024Q4: 60,896 shares; 2025Q1: 59,356 shares; 2025Q2: 39,102 shares; 2025Q3: 38,770 shares; 2025Q4: 26,715 shares 26,715 $869K 0.03% -12,055 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 9,768 shares; 2025Q1: 10,657 shares; 2025Q2: 13,423 shares; 2025Q3: 14,561 shares; 2025Q4: 15,357 shares 15,357 $866K 0.03% +796 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 20,293 shares; 2025Q1: 19,990 shares; 2025Q2: 18,163 shares; 2025Q3: 20,496 shares; 2025Q4: 19,989 shares 19,989 $865K 0.03% -507 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,362 shares; 2025Q1: 7,289 shares; 2025Q2: 7,418 shares; 2025Q3: 7,415 shares; 2025Q4: 7,404 shares 7,404 $862K 0.03% -11 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,404 shares; 2024Q4: 12,338 shares; 2025Q1: 15,666 shares; 2025Q2: 15,638 shares; 2025Q3: 15,638 shares; 2025Q4: 15,632 shares 15,632 $861K 0.03% -6 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,988 shares; 2025Q1: 17,422 shares; 2025Q2: 19,623 shares; 2025Q3: 16,814 shares; 2025Q4: 17,938 shares 17,938 $858K 0.03% +1,124 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: 8,445 shares; 2024Q4: 8,667 shares; 2025Q1: 8,566 shares; 2025Q2: 8,546 shares; 2025Q3: 8,642 shares; 2025Q4: 8,238 shares 8,238 $857K 0.03% -404 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: 7,429 shares; 2024Q4: 4,359 shares; 2025Q1: 4,271 shares; 2025Q2: 4,163 shares; 2025Q3: 3,654 shares; 2025Q4: 3,178 shares 3,178 $855K 0.03% -476 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 3,238 shares; 2025Q1: 3,010 shares; 2025Q2: 3,341 shares; 2025Q3: 4,102 shares; 2025Q4: 3,211 shares 3,211 $851K 0.03% -891 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,910 shares 1,910 $848K 0.03% +42 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,547 shares; 2025Q1: 6,280 shares; 2025Q2: 6,979 shares; 2025Q3: 5,161 shares; 2025Q4: 5,016 shares 5,016 $844K 0.03% -145 Timeline POCT 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: 23,754 shares; 2024Q4: 19,891 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares; 2025Q4: 19,198 shares 19,198 $843K 0.03% -115 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,412 shares; 2025Q1: 2,368 shares; 2025Q2: 3,377 shares; 2025Q3: 3,386 shares; 2025Q4: 3,396 shares 3,396 $836K 0.03% +10 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,230 shares; 2025Q1: 2,382 shares; 2025Q2: 6,691 shares; 2025Q3: 2,232 shares; 2025Q4: 4,510 shares 4,510 $835K 0.03% +2,278 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 13,423 shares; 2025Q1: 13,416 shares; 2025Q2: 11,338 shares; 2025Q3: 8,922 shares; 2025Q4: 8,097 shares 8,097 $832K 0.03% -825 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: 6,082 shares; 2024Q4: 10,621 shares; 2025Q1: 11,226 shares; 2025Q2: 7,500 shares; 2025Q3: 7,324 shares; 2025Q4: 7,087 shares 7,087 $827K 0.03% -237 Timeline FLBL 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: 8,377 shares; 2024Q4: 21,861 shares; 2025Q1: 25,884 shares; 2025Q2: 29,100 shares; 2025Q3: 32,794 shares; 2025Q4: 35,165 shares 35,165 $824K 0.03% +2,371 Timeline PSEP 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: 23,232 shares; 2024Q4: 21,944 shares; 2025Q1: 21,295 shares; 2025Q2: 20,021 shares; 2025Q3: 18,856 shares; 2025Q4: 18,773 shares 18,773 $821K 0.03% -83 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: 18,061 shares; 2024Q4: 10,964 shares; 2025Q1: 11,081 shares; 2025Q2: 11,438 shares; 2025Q3: 10,958 shares; 2025Q4: 10,241 shares 10,241 $813K 0.03% -717 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: 4,539 shares; 2024Q4: 4,731 shares; 2025Q1: 4,673 shares; 2025Q2: 5,037 shares; 2025Q3: 5,247 shares; 2025Q4: 8,191 shares 8,191 $812K 0.03% +2,944 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: 1,273 shares; 2024Q4: 1,491 shares; 2025Q1: 1,349 shares; 2025Q2: 1,471 shares; 2025Q3: 1,485 shares; 2025Q4: 1,425 shares 1,425 $807K 0.03% -60 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,292 shares; 2025Q1: 19,536 shares; 2025Q2: 19,808 shares; 2025Q3: 21,247 shares; 2025Q4: 22,351 shares 22,351 $807K 0.03% +1,104 Timeline FNDA 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: 11,355 shares; 2024Q4: 22,155 shares; 2025Q1: 22,936 shares; 2025Q2: 26,847 shares; 2025Q3: 26,493 shares; 2025Q4: 25,468 shares 25,468 $802K 0.03% -1,025 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,430 shares; 2024Q4: 53,728 shares; 2025Q1: 52,963 shares; 2025Q2: 55,069 shares; 2025Q3: 54,857 shares; 2025Q4: 55,863 shares 55,863 $802K 0.03% +1,006 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,051 shares; 2025Q3: 40,303 shares; 2025Q4: 30,984 shares 30,984 $800K 0.03% -9,319 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,495 shares; 2025Q3: 16,003 shares; 2025Q4: 17,703 shares 17,703 $799K 0.03% +1,700 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,570 shares; 2025Q1: 4,803 shares; 2025Q2: 5,226 shares; 2025Q3: 4,817 shares; 2025Q4: 5,158 shares 5,158 $795K 0.03% +341 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,139 shares; 2025Q4: 39,729 shares 39,729 $790K 0.03% +1,590 Timeline NOCT 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: 11,145 shares; 2024Q4: 11,954 shares; 2025Q1: 11,931 shares; 2025Q2: 11,336 shares; 2025Q3: 11,336 shares; 2025Q4: 13,609 shares 13,609 $788K 0.03% +2,273 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 11,980 shares; 2025Q1: 9,813 shares; 2025Q2: 9,418 shares; 2025Q3: 10,182 shares; 2025Q4: 9,910 shares 9,910 $785K 0.03% -272 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: 13,431 shares; 2024Q4: 13,257 shares; 2025Q1: 13,276 shares; 2025Q2: 13,268 shares; 2025Q3: 12,600 shares; 2025Q4: 11,298 shares 11,298 $784K 0.03% -1,302 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 6,079 shares; 2025Q1: 6,161 shares; 2025Q2: 6,183 shares; 2025Q3: 6,192 shares; 2025Q4: 6,194 shares 6,194 $780K 0.03% +2 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: 95,997 shares; 2024Q4: 78,586 shares; 2025Q1: 74,377 shares; 2025Q2: 63,901 shares; 2025Q3: 59,885 shares; 2025Q4: 59,092 shares 59,092 $775K 0.03% -793 Timeline NJUL 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: 11,000 shares; 2024Q4: 10,324 shares; 2025Q1: 10,199 shares; 2025Q2: 8,738 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares 10,548 $766K 0.03% 0 Timeline NANR 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: 6,507 shares; 2024Q4: 12,728 shares; 2025Q1: 13,589 shares; 2025Q2: 11,180 shares; 2025Q3: 10,175 shares; 2025Q4: 11,276 shares 11,276 $765K 0.03% +1,101 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,477 shares; 2024Q4: 63,970 shares; 2025Q1: 55,292 shares; 2025Q2: 51,730 shares; 2025Q3: 46,376 shares; 2025Q4: 43,328 shares 43,328 $757K 0.03% -3,048 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: 7,605 shares; 2024Q4: 8,826 shares; 2025Q1: 9,077 shares; 2025Q2: 9,357 shares; 2025Q3: 9,636 shares; 2025Q4: 9,432 shares 9,432 $757K 0.03% -204 Timeline JPMB 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: 16,118 shares; 2024Q4: 16,661 shares; 2025Q1: 17,861 shares; 2025Q2: 13,861 shares; 2025Q3: 18,875 shares; 2025Q4: 18,644 shares 18,644 $756K 0.03% -231 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,939 shares; 2025Q3: not reported; 2025Q4: 14,628 shares 14,628 $753K 0.03% new 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: 4,012 shares; 2024Q4: 4,046 shares; 2025Q1: 4,123 shares; 2025Q2: 3,970 shares; 2025Q3: 3,887 shares; 2025Q4: 4,339 shares 4,339 $753K 0.03% +452 Timeline PMAY 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: 28,680 shares; 2024Q4: 24,344 shares; 2025Q1: 21,451 shares; 2025Q2: 18,978 shares; 2025Q3: 18,978 shares; 2025Q4: 18,850 shares 18,850 $746K 0.03% -128 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,551 shares; 2025Q1: 4,555 shares; 2025Q2: 4,641 shares; 2025Q3: 4,693 shares; 2025Q4: 3,555 shares 3,555 $743K 0.03% -1,138 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: 24,091 shares; 2024Q4: 26,791 shares; 2025Q1: 28,186 shares; 2025Q2: 21,592 shares; 2025Q3: 16,605 shares; 2025Q4: 16,496 shares 16,496 $743K 0.03% -109 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE 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: 49,247 shares; 2025Q3: 73,530 shares; 2025Q4: 73,530 shares 73,530 $735K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 6,491 shares; 2025Q1: 6,680 shares; 2025Q2: 6,917 shares; 2025Q3: 7,102 shares; 2025Q4: 7,499 shares 7,499 $726K 0.03% +397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,092 shares 9,092 $725K 0.03% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,298 shares; 2024Q4: 10,127 shares; 2025Q1: 7,523 shares; 2025Q2: 7,149 shares; 2025Q3: 6,954 shares; 2025Q4: 7,101 shares 7,101 $722K 0.03% +147 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,687 shares; 2024Q4: 25,158 shares; 2025Q1: 24,628 shares; 2025Q2: 27,665 shares; 2025Q3: 29,740 shares; 2025Q4: 30,588 shares 30,588 $711K 0.02% +848 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 691 shares; 2025Q1: 705 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 808 shares 808 $710K 0.02% +105 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,688 shares; 2024Q4: 14,012 shares; 2025Q1: 14,422 shares; 2025Q2: 15,773 shares; 2025Q3: 15,792 shares; 2025Q4: 17,467 shares 17,467 $708K 0.02% +1,675 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,498 shares; 2024Q4: 9,554 shares; 2025Q1: 9,572 shares; 2025Q2: 9,333 shares; 2025Q3: 8,993 shares; 2025Q4: 8,400 shares 8,400 $707K 0.02% -593 Timeline MNA 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: 18,447 shares; 2024Q4: 18,825 shares; 2025Q1: 19,329 shares; 2025Q2: 19,432 shares; 2025Q3: 19,701 shares; 2025Q4: 19,644 shares 19,644 $703K 0.02% -57 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,967 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,789 shares; 2025Q4: 1,790 shares 1,790 $696K 0.02% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 2,740 shares; 2025Q1: 2,351 shares; 2025Q2: 2,286 shares; 2025Q3: 2,159 shares; 2025Q4: 1,977 shares 1,977 $692K 0.02% -182 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: 2,197 shares; 2024Q4: 1,638 shares; 2025Q1: 1,744 shares; 2025Q2: 1,873 shares; 2025Q3: 1,965 shares; 2025Q4: 2,169 shares 2,169 $691K 0.02% +204 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 3,022 shares; 2025Q1: 4,139 shares; 2025Q2: 4,143 shares; 2025Q3: 5,727 shares; 2025Q4: 5,691 shares 5,691 $688K 0.02% -36 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,698 shares; 2025Q1: 8,456 shares; 2025Q2: 8,873 shares; 2025Q3: 8,835 shares; 2025Q4: 10,143 shares 10,143 $681K 0.02% +1,308 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: 6,308 shares; 2024Q4: 7,209 shares; 2025Q1: 8,929 shares; 2025Q2: 11,841 shares; 2025Q3: 14,193 shares; 2025Q4: 13,332 shares 13,332 $678K 0.02% -861 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,977 shares; 2025Q3: 11,239 shares; 2025Q4: 15,364 shares 15,364 $678K 0.02% +4,125 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 183,858 shares; 2025Q1: 241,731 shares; 2025Q2: 30,533 shares; 2025Q3: 14,538 shares; 2025Q4: 14,016 shares 14,016 $674K 0.02% -522 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 13,592 shares; 2025Q1: 13,529 shares; 2025Q2: 13,367 shares; 2025Q3: 14,576 shares; 2025Q4: 14,511 shares 14,511 $674K 0.02% -65 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,684 shares; 2024Q4: 11,719 shares; 2025Q1: 11,368 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 13,175 shares 13,175 $674K 0.02% +2,141 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,894 shares; 2024Q4: 12,765 shares; 2025Q1: 12,065 shares; 2025Q2: 11,587 shares; 2025Q3: 15,526 shares; 2025Q4: 14,470 shares 14,470 $673K 0.02% -1,056 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: not reported; 2024Q4: 777 shares; 2025Q1: 774 shares; 2025Q2: 733 shares; 2025Q3: 821 shares; 2025Q4: 1,028 shares 1,028 $672K 0.02% +207 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: 2,043 shares; 2024Q4: 2,044 shares; 2025Q1: 2,046 shares; 2025Q2: 2,149 shares; 2025Q3: 2,312 shares; 2025Q4: 2,313 shares 2,313 $668K 0.02% +1 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 504 shares; 2025Q1: 519 shares; 2025Q2: 8,065 shares; 2025Q3: 7,379 shares; 2025Q4: 7,267 shares 7,267 $663K 0.02% -112 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: 8,177 shares; 2024Q4: 30,246 shares; 2025Q1: 8,960 shares; 2025Q2: 7,778 shares; 2025Q3: 7,604 shares; 2025Q4: 7,169 shares 7,169 $663K 0.02% -435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,625 shares 11,625 $659K 0.02% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,128 shares; 2024Q4: 15,955 shares; 2025Q1: 19,591 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares; 2025Q4: 16,137 shares 16,137 $657K 0.02% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 27,649 shares; 2025Q1: 27,649 shares; 2025Q2: 26,548 shares; 2025Q3: 14,910 shares; 2025Q4: 11,597 shares 11,597 $657K 0.02% -3,313 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,434 shares; 2025Q1: 3,158 shares; 2025Q2: 2,577 shares; 2025Q3: 8,112 shares; 2025Q4: 2,710 shares 2,710 $654K 0.02% -5,402 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,508 shares; 2024Q4: 15,837 shares; 2025Q1: 15,685 shares; 2025Q2: 15,569 shares; 2025Q3: 15,557 shares; 2025Q4: 15,851 shares 15,851 $654K 0.02% +294 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: 5,405 shares; 2024Q4: 5,409 shares; 2025Q1: 5,407 shares; 2025Q2: 5,366 shares; 2025Q3: 5,359 shares; 2025Q4: 5,368 shares 5,368 $653K 0.02% +9 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,756 shares; 2025Q1: 10,389 shares; 2025Q2: 12,284 shares; 2025Q3: 12,314 shares; 2025Q4: 11,015 shares 11,015 $647K 0.02% -1,299 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,056 shares; 2024Q4: 35,747 shares; 2025Q1: 34,861 shares; 2025Q2: 33,164 shares; 2025Q3: 32,236 shares; 2025Q4: 30,933 shares 30,933 $646K 0.02% -1,303 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: 3,264 shares; 2024Q4: 3,184 shares; 2025Q1: 2,661 shares; 2025Q2: 2,603 shares; 2025Q3: 2,686 shares; 2025Q4: 6,259 shares 6,259 $639K 0.02% +3,573 Timeline BJUN 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: 13,891 shares; 2024Q4: 13,711 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 13,526 shares; 2025Q4: 13,526 shares 13,526 $632K 0.02% 0 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,618 shares; 2024Q4: 10,753 shares; 2025Q1: 18,461 shares; 2025Q2: 18,644 shares; 2025Q3: 18,709 shares; 2025Q4: 18,528 shares 18,528 $629K 0.02% -181 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,035 shares; 2025Q1: 8,026 shares; 2025Q2: 8,097 shares; 2025Q3: 8,075 shares; 2025Q4: 7,802 shares 7,802 $629K 0.02% -273 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 5,320 shares; 2025Q1: 5,250 shares; 2025Q2: 5,927 shares; 2025Q3: 5,914 shares; 2025Q4: 5,965 shares 5,965 $629K 0.02% +51 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 10,160 shares; 2025Q1: 11,276 shares; 2025Q2: 13,141 shares; 2025Q3: 13,757 shares; 2025Q4: 13,957 shares 13,957 $623K 0.02% +200 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,654 shares; 2024Q4: 12,025 shares; 2025Q1: 12,413 shares; 2025Q2: 12,218 shares; 2025Q3: 12,775 shares; 2025Q4: 10,397 shares 10,397 $619K 0.02% -2,378 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,534 shares; 2024Q4: 11,656 shares; 2025Q1: 11,528 shares; 2025Q2: 11,536 shares; 2025Q3: 11,616 shares; 2025Q4: 11,649 shares 11,649 $612K 0.02% +33 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: 17,785 shares; 2024Q4: 17,709 shares; 2025Q1: 17,789 shares; 2025Q2: 17,279 shares; 2025Q3: 15,592 shares; 2025Q4: 15,082 shares 15,082 $609K 0.02% -510 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,912 shares; 2025Q1: 11,879 shares; 2025Q2: 13,535 shares; 2025Q3: 13,535 shares; 2025Q4: 15,579 shares 15,579 $608K 0.02% +2,044 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: 20,228 shares; 2024Q4: 19,625 shares; 2025Q1: 20,679 shares; 2025Q2: 20,788 shares; 2025Q3: 20,030 shares; 2025Q4: 24,216 shares 24,216 $602K 0.02% +4,186 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: 1,600 shares; 2024Q4: 1,602 shares; 2025Q1: 1,981 shares; 2025Q2: 2,143 shares; 2025Q3: 2,146 shares; 2025Q4: 2,171 shares 2,171 $598K 0.02% +25 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 7,043 shares; 2025Q1: 6,519 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares; 2025Q4: 5,676 shares 5,676 $581K 0.02% -44 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: 3,724 shares; 2024Q4: 3,012 shares; 2025Q1: 2,733 shares; 2025Q2: 3,841 shares; 2025Q3: 5,567 shares; 2025Q4: 5,928 shares 5,928 $580K 0.02% +361 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: 20,835 shares; 2024Q4: 22,482 shares; 2025Q1: 24,296 shares; 2025Q2: 11,970 shares; 2025Q3: 13,206 shares; 2025Q4: 13,125 shares 13,125 $580K 0.02% -81 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: 4,547 shares; 2024Q4: 4,842 shares; 2025Q1: 4,845 shares; 2025Q2: 5,093 shares; 2025Q3: 5,013 shares; 2025Q4: 5,003 shares 5,003 $577K 0.02% -10 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: 612 shares; 2025Q1: 608 shares; 2025Q2: 619 shares; 2025Q3: 527 shares; 2025Q4: 538 shares 538 $576K 0.02% +11 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: 13,330 shares; 2024Q4: 12,519 shares; 2025Q1: 12,344 shares; 2025Q2: 12,522 shares; 2025Q3: 12,459 shares; 2025Q4: 12,348 shares 12,348 $572K 0.02% -111 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: 4,861 shares; 2024Q4: 4,574 shares; 2025Q1: 4,417 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares; 2025Q4: 4,422 shares 4,422 $571K 0.02% +35 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: 8,159 shares; 2024Q4: 9,501 shares; 2025Q1: 22,122 shares; 2025Q2: 24,112 shares; 2025Q3: 23,332 shares; 2025Q4: 19,058 shares 19,058 $570K 0.02% -4,274 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,189 shares; 2025Q1: 2,082 shares; 2025Q2: 2,224 shares; 2025Q3: 2,217 shares; 2025Q4: 1,954 shares 1,954 $567K 0.02% -263 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: 7,788 shares; 2024Q4: 6,149 shares; 2025Q1: 5,817 shares; 2025Q2: 3,299 shares; 2025Q3: 5,450 shares; 2025Q4: 5,622 shares 5,622 $566K 0.02% +172 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,136 shares; 2025Q4: 1,601 shares 1,601 $566K 0.02% +465 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,820 shares; 2025Q4: 7,825 shares 7,825 $560K 0.02% +4,005 Timeline IWC 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: 3,949 shares; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 3,531 shares 3,531 $557K 0.02% -3,839 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: not reported; 2025Q1: 4,204 shares; 2025Q2: 4,784 shares; 2025Q3: 5,830 shares; 2025Q4: 4,857 shares 4,857 $553K 0.02% -973 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: 2,490 shares; 2024Q4: 2,485 shares; 2025Q1: 2,496 shares; 2025Q2: 2,634 shares; 2025Q3: 2,692 shares; 2025Q4: 2,838 shares 2,838 $551K 0.02% +146 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,076 shares; 2025Q2: 16,545 shares; 2025Q3: 16,111 shares; 2025Q4: 16,287 shares 16,287 $551K 0.02% +176 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: 3,145 shares; 2024Q4: 3,209 shares; 2025Q1: 3,337 shares; 2025Q2: 4,411 shares; 2025Q3: 3,024 shares; 2025Q4: 3,071 shares 3,071 $545K 0.02% +47 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,516 shares; 2025Q2: not reported; 2025Q3: 6,038 shares; 2025Q4: 8,382 shares 8,382 $545K 0.02% +2,344 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,196 shares; 2025Q1: 3,244 shares; 2025Q2: 3,245 shares; 2025Q3: 3,246 shares; 2025Q4: 2,967 shares 2,967 $538K 0.02% -279 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,089 shares; 2025Q1: 13,924 shares; 2025Q2: 14,009 shares; 2025Q3: 13,596 shares; 2025Q4: 15,888 shares 15,888 $538K 0.02% +2,292 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,792 shares; 2025Q4: 14,509 shares 14,509 $534K 0.02% +717 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: 4,814 shares; 2024Q4: 4,815 shares; 2025Q1: 5,207 shares; 2025Q2: 6,905 shares; 2025Q3: 6,805 shares; 2025Q4: 7,472 shares 7,472 $534K 0.02% +667 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,198 shares; 2024Q4: 19,152 shares; 2025Q1: 16,076 shares; 2025Q2: 14,742 shares; 2025Q3: 14,680 shares; 2025Q4: 13,646 shares 13,646 $534K 0.02% -1,034 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 14,466 shares; 2025Q1: 15,269 shares; 2025Q2: 15,269 shares; 2025Q3: 15,287 shares; 2025Q4: 14,375 shares 14,375 $532K 0.02% -912 Timeline PHYS 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: 20,696 shares; 2024Q4: 20,182 shares; 2025Q1: 18,940 shares; 2025Q2: 15,947 shares; 2025Q3: 14,710 shares; 2025Q4: 15,932 shares 15,932 $526K 0.02% +1,222 Timeline RSPN 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: 8,974 shares; 2024Q4: 8,952 shares; 2025Q1: 9,149 shares; 2025Q2: 9,848 shares; 2025Q3: 9,875 shares; 2025Q4: 9,262 shares 9,262 $524K 0.02% -613 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,501 shares; 2025Q1: 4,118 shares; 2025Q2: 4,058 shares; 2025Q3: 4,906 shares; 2025Q4: 5,295 shares 5,295 $522K 0.02% +389 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,598 shares; 2024Q4: 13,020 shares; 2025Q1: 10,315 shares; 2025Q2: 8,600 shares; 2025Q3: 8,220 shares; 2025Q4: 6,714 shares 6,714 $516K 0.02% -1,506 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,291 shares; 2024Q4: 25,986 shares; 2025Q1: 8,822 shares; 2025Q2: 9,889 shares; 2025Q3: 7,976 shares; 2025Q4: 5,921 shares 5,921 $516K 0.02% -2,055 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: 5,294 shares; 2024Q4: 5,070 shares; 2025Q1: 5,217 shares; 2025Q2: 5,445 shares; 2025Q3: 5,648 shares; 2025Q4: 5,497 shares 5,497 $515K 0.02% -151 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,850 shares; 2025Q1: 2,811 shares; 2025Q2: 2,884 shares; 2025Q3: 2,714 shares; 2025Q4: 2,489 shares 2,489 $513K 0.02% -225 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: 9,317 shares; 2025Q1: 7,588 shares; 2025Q2: 7,736 shares; 2025Q3: 9,820 shares; 2025Q4: 10,619 shares 10,619 $513K 0.02% +799 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 2,995 shares; 2025Q1: 12,177 shares; 2025Q2: 26,866 shares; 2025Q3: 19,575 shares; 2025Q4: 3,700 shares 3,700 $507K 0.02% -15,875 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: 14,603 shares; 2024Q4: 14,793 shares; 2025Q1: 15,799 shares; 2025Q2: 18,884 shares; 2025Q3: 22,363 shares; 2025Q4: 22,142 shares 22,142 $501K 0.02% -221 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 7,995 shares; 2025Q1: 7,736 shares; 2025Q2: 7,934 shares; 2025Q3: 7,779 shares; 2025Q4: 7,780 shares 7,780 $501K 0.02% +1 Timeline NAPR 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: 8,735 shares; 2024Q4: 8,701 shares; 2025Q1: 8,551 shares; 2025Q2: 9,140 shares; 2025Q3: 9,140 shares; 2025Q4: 9,140 shares 9,140 $491K 0.02% 0 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: 4,751 shares; 2024Q4: 4,731 shares; 2025Q1: 4,628 shares; 2025Q2: 4,476 shares; 2025Q3: 4,381 shares; 2025Q4: 4,368 shares 4,368 $485K 0.02% -13 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: 10,280 shares; 2024Q4: 10,449 shares; 2025Q1: 10,265 shares; 2025Q2: 10,882 shares; 2025Q3: 12,865 shares; 2025Q4: 13,119 shares 13,119 $480K 0.02% +254 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,142 shares; 2024Q4: 18,167 shares; 2025Q1: 18,286 shares; 2025Q2: 16,991 shares; 2025Q3: 20,250 shares; 2025Q4: 20,504 shares 20,504 $479K 0.02% +254 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares 709 $478K 0.02% new 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: 1,769 shares; 2024Q4: 1,644 shares; 2025Q1: 1,636 shares; 2025Q2: 1,922 shares; 2025Q3: 2,001 shares; 2025Q4: 1,975 shares 1,975 $476K 0.02% -26 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: 5,295 shares; 2024Q4: 6,369 shares; 2025Q1: 6,662 shares; 2025Q2: 6,497 shares; 2025Q3: 6,102 shares; 2025Q4: 5,179 shares 5,179 $476K 0.02% -923 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: 6,019 shares; 2024Q4: 5,610 shares; 2025Q1: 4,990 shares; 2025Q2: 4,834 shares; 2025Q3: 4,623 shares; 2025Q4: 4,319 shares 4,319 $475K 0.02% -304 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,532 shares; 2025Q1: 9,135 shares; 2025Q2: 10,703 shares; 2025Q3: 11,523 shares; 2025Q4: 12,331 shares 12,331 $473K 0.02% +808 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 12,102 shares 12,102 $473K 0.02% +4,590 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,255 shares; 2025Q3: 6,240 shares; 2025Q4: 6,165 shares 6,165 $469K 0.02% -75 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 24,695 shares; 2025Q1: 24,695 shares; 2025Q2: 24,704 shares; 2025Q3: 24,557 shares; 2025Q4: 25,642 shares 25,642 $467K 0.02% +1,085 Timeline MLRG 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: 5,437 shares; 2024Q4: 5,455 shares; 2025Q1: 4,903 shares; 2025Q2: 4,918 shares; 2025Q3: 4,931 shares; 2025Q4: 4,947 shares 4,947 $467K 0.02% +16 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: 3,733 shares; 2024Q4: 5,306 shares; 2025Q1: 3,904 shares; 2025Q2: 3,158 shares; 2025Q3: 3,312 shares; 2025Q4: 3,512 shares 3,512 $466K 0.02% +200 Timeline BDEC 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: 8,859 shares; 2024Q4: 9,314 shares; 2025Q1: 9,302 shares; 2025Q2: 9,302 shares; 2025Q3: 9,302 shares; 2025Q4: 9,302 shares 9,302 $461K 0.02% 0 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,475 shares; 2025Q1: 8,870 shares; 2025Q2: 7,594 shares; 2025Q3: 7,602 shares; 2025Q4: 7,609 shares 7,609 $459K 0.02% +7 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 4,584 shares; 2025Q3: 5,169 shares; 2025Q4: 5,201 shares 5,201 $459K 0.02% +32 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,610 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares 3,556 $458K 0.02% 0 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: 12,793 shares; 2024Q4: 12,793 shares; 2025Q1: 15,358 shares; 2025Q2: 14,303 shares; 2025Q3: 13,753 shares; 2025Q4: 19,372 shares 19,372 $458K 0.02% +5,619 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: 11,673 shares; 2024Q4: 11,715 shares; 2025Q1: 9,056 shares; 2025Q2: 7,972 shares; 2025Q3: 7,865 shares; 2025Q4: 7,893 shares 7,893 $455K 0.02% +28 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: 2,067 shares; 2024Q4: 4,134 shares; 2025Q1: 4,352 shares; 2025Q2: 4,615 shares; 2025Q3: 4,644 shares; 2025Q4: 4,908 shares 4,908 $454K 0.02% +264 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: not reported; 2025Q3: 3,463 shares; 2025Q4: 6,295 shares 6,295 $452K 0.02% +2,832 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,540 shares; 2025Q2: 32,395 shares; 2025Q3: 18,478 shares; 2025Q4: 17,273 shares 17,273 $452K 0.02% -1,205 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,655 shares; 2025Q4: 19,455 shares 19,455 $449K 0.02% +3,800 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 3,939 shares 3,939 $448K 0.02% +164 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,761 shares; 2025Q1: 7,893 shares; 2025Q2: 9,408 shares; 2025Q3: 9,590 shares; 2025Q4: 10,035 shares 10,035 $445K 0.02% +445 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: not reported; 2024Q4: 518 shares; 2025Q1: 577 shares; 2025Q2: 642 shares; 2025Q3: 729 shares; 2025Q4: 762 shares 762 $443K 0.02% +33 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: 1,634 shares; 2024Q4: 865 shares; 2025Q1: 1,270 shares; 2025Q2: 1,519 shares; 2025Q3: 1,607 shares; 2025Q4: 1,412 shares 1,412 $442K 0.02% -195 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares 2,020 $439K 0.02% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 2,465 shares; 2025Q1: 2,432 shares; 2025Q2: 2,479 shares; 2025Q3: 2,637 shares; 2025Q4: 4,011 shares 4,011 $438K 0.02% +1,374 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,755 shares; 2024Q4: 13,041 shares; 2025Q1: 12,694 shares; 2025Q2: 13,006 shares; 2025Q3: 13,355 shares; 2025Q4: 13,092 shares 13,092 $438K 0.02% -263 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,558 shares; 2025Q1: 5,751 shares; 2025Q2: 7,951 shares; 2025Q3: 7,232 shares; 2025Q4: 8,194 shares 8,194 $437K 0.02% +962 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,116 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,127 shares 2,127 $437K 0.02% +28 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,298 shares; 2025Q1: 12,567 shares; 2025Q2: 12,567 shares; 2025Q3: 12,567 shares; 2025Q4: 12,567 shares 12,567 $432K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,281 shares; 2025Q1: 1,273 shares; 2025Q2: 1,168 shares; 2025Q3: 877 shares; 2025Q4: 841 shares 841 $429K 0.01% -36 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,284 shares; 2025Q1: 3,180 shares; 2025Q2: 3,216 shares; 2025Q3: 3,271 shares; 2025Q4: 3,268 shares 3,268 $428K 0.01% -3 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: 25,098 shares; 2024Q4: 26,438 shares; 2025Q1: 36,321 shares; 2025Q2: 26,827 shares; 2025Q3: 25,512 shares; 2025Q4: 25,966 shares 25,966 $428K 0.01% +454 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,914 shares; 2025Q1: 3,283 shares; 2025Q2: 3,337 shares; 2025Q3: 3,283 shares; 2025Q4: 2,951 shares 2,951 $427K 0.01% -332 Timeline KXI 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: 6,226 shares; 2024Q4: 6,314 shares; 2025Q1: 6,314 shares; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,598 shares 6,598 $427K 0.01% +78 Timeline BUFD 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: 15,024 shares; 2024Q4: 15,024 shares; 2025Q1: 15,024 shares; 2025Q2: 15,024 shares; 2025Q3: 15,024 shares; 2025Q4: 15,024 shares 15,024 $424K 0.01% 0 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: 2,370 shares; 2024Q4: 1,979 shares; 2025Q1: 2,031 shares; 2025Q2: 2,014 shares; 2025Q3: 1,549 shares; 2025Q4: 1,362 shares 1,362 $423K 0.01% -187 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,154 shares 8,154 $422K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 4,702 shares; 2025Q1: 5,202 shares; 2025Q2: 5,248 shares; 2025Q3: 5,287 shares; 2025Q4: 5,262 shares 5,262 $421K 0.01% -25 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481 $421K 0.01% 0 Timeline BFEB 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: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 8,650 shares; 2025Q2: 8,650 shares; 2025Q3: 8,650 shares; 2025Q4: 8,633 shares 8,633 $420K 0.01% -17 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,030 shares; 2024Q4: 12,930 shares; 2025Q1: 11,816 shares; 2025Q2: 11,596 shares; 2025Q3: 10,646 shares; 2025Q4: 10,054 shares 10,054 $420K 0.01% -592 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,469 shares; 2024Q4: 31,758 shares; 2025Q1: 32,181 shares; 2025Q2: 30,284 shares; 2025Q3: 30,050 shares; 2025Q4: 23,229 shares 23,229 $418K 0.01% -6,821 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,798 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,800 shares; 2025Q4: 1,825 shares 1,825 $416K 0.01% +25 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,794 shares; 2025Q4: 2,533 shares 2,533 $409K 0.01% +739 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,055 shares; 2025Q1: 3,001 shares; 2025Q2: 3,183 shares; 2025Q3: 3,176 shares; 2025Q4: 2,960 shares 2,960 $408K 0.01% -216 Timeline