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: 127,841 shares; 2024Q4: 128,750 shares; 2025Q1: 127,474 shares; 2025Q2: 128,804 shares; 2025Q3: 128,331 shares; 2025Q4: 132,044 shares 132,044 $35.9M 6.78% +3,713 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,589 shares; 2024Q4: 141,942 shares; 2025Q1: 149,431 shares; 2025Q2: 152,709 shares; 2025Q3: 157,814 shares; 2025Q4: 137,168 shares 137,168 $25.6M 4.83% -20,646 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: 31,129 shares; 2024Q4: 31,422 shares; 2025Q1: 33,524 shares; 2025Q2: 33,841 shares; 2025Q3: 33,945 shares; 2025Q4: 34,140 shares 34,140 $16.5M 3.12% +195 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: 33,904 shares; 2024Q4: 38,937 shares; 2025Q1: 43,073 shares; 2025Q2: 44,365 shares; 2025Q3: 45,599 shares; 2025Q4: 49,992 shares 49,992 $11.5M 2.18% +4,393 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: 22,104 shares; 2024Q4: 26,200 shares; 2025Q1: 27,510 shares; 2025Q2: 27,895 shares; 2025Q3: 28,254 shares; 2025Q4: 30,854 shares 30,854 $9.94M 1.88% +2,600 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: 3,856 shares; 2024Q4: 4,229 shares; 2025Q1: 11,012 shares; 2025Q2: 11,151 shares; 2025Q3: 14,350 shares; 2025Q4: 13,744 shares 13,744 $9.41M 1.78% -606 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,307 shares; 2024Q4: 154,545 shares; 2025Q1: 169,382 shares; 2025Q2: 175,622 shares; 2025Q3: 177,970 shares; 2025Q4: 185,132 shares 185,132 $9.18M 1.73% +7,162 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: 22,316 shares; 2024Q4: 25,538 shares; 2025Q1: 26,581 shares; 2025Q2: 26,797 shares; 2025Q3: 28,151 shares; 2025Q4: 28,676 shares 28,676 $8.98M 1.69% +525 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: 49,846 shares; 2024Q4: 53,518 shares; 2025Q1: 52,827 shares; 2025Q2: 52,048 shares; 2025Q3: 87,680 shares; 2025Q4: 93,094 shares 93,094 $8.33M 1.57% +5,414 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: 25,315 shares; 2024Q4: 22,059 shares; 2025Q1: 24,902 shares; 2025Q2: 24,836 shares; 2025Q3: 24,247 shares; 2025Q4: 23,873 shares 23,873 $8.26M 1.56% -374 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: 8,682 shares; 2024Q4: 8,728 shares; 2025Q1: 10,000 shares; 2025Q2: 10,504 shares; 2025Q3: 10,607 shares; 2025Q4: 10,482 shares 10,482 $7.15M 1.35% -125 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: 56,597 shares; 2024Q4: 54,248 shares; 2025Q1: 55,515 shares; 2025Q2: 55,747 shares; 2025Q3: 57,285 shares; 2025Q4: 58,251 shares 58,251 $6.83M 1.29% +966 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: 81,620 shares; 2024Q4: 80,657 shares; 2025Q1: 72,154 shares; 2025Q2: 82,818 shares; 2025Q3: 70,994 shares; 2025Q4: 71,212 shares 71,212 $6.51M 1.23% +218 Timeline EVLN 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: 117,786 shares; 2025Q3: 129,738 shares; 2025Q4: 126,014 shares 126,014 $6.23M 1.18% -3,724 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: 11,084 shares; 2024Q4: 11,084 shares; 2025Q1: 7,959 shares; 2025Q2: 8,709 shares; 2025Q3: 151,858 shares; 2025Q4: 160,406 shares 160,406 $6.13M 1.16% +8,548 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,378 shares; 2024Q4: 125,633 shares; 2025Q1: 124,297 shares; 2025Q2: 122,238 shares; 2025Q3: 120,928 shares; 2025Q4: 120,545 shares 120,545 $6.12M 1.16% -383 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: 84,107 shares; 2024Q4: 70,406 shares; 2025Q1: 95,299 shares; 2025Q2: 101,999 shares; 2025Q3: 109,488 shares; 2025Q4: 120,852 shares 120,852 $6.11M 1.15% +11,364 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,557 shares; 2025Q1: 3,217 shares; 2025Q2: 1,617 shares; 2025Q3: 58,884 shares; 2025Q4: 64,398 shares 64,398 $5.98M 1.13% +5,514 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,713 shares; 2025Q4: 165,761 shares 165,761 $5.91M 1.12% +15,048 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,560 shares; 2024Q4: 12,560 shares; 2025Q1: 10,960 shares; 2025Q2: 6,612 shares; 2025Q3: 116,142 shares; 2025Q4: 128,090 shares 128,090 $5.7M 1.08% +11,948 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: 2,802 shares; 2024Q4: 2,714 shares; 2025Q1: 8,974 shares; 2025Q2: 8,891 shares; 2025Q3: 9,074 shares; 2025Q4: 9,104 shares 9,104 $5.59M 1.06% +30 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,636 shares; 2025Q2: 61,128 shares; 2025Q3: 76,719 shares; 2025Q4: 99,066 shares 99,066 $4.94M 0.93% +22,347 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: 8,344 shares; 2024Q4: 8,376 shares; 2025Q1: 9,894 shares; 2025Q2: 10,122 shares; 2025Q3: 10,235 shares; 2025Q4: 10,228 shares 10,228 $4.92M 0.93% -7 Timeline DGRS 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: 97,992 shares; 2024Q4: 98,375 shares; 2025Q1: 102,315 shares; 2025Q2: 97,684 shares; 2025Q3: 91,913 shares; 2025Q4: 92,862 shares 92,862 $4.61M 0.87% +949 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,626 shares; 2024Q4: 83,441 shares; 2025Q1: 84,506 shares; 2025Q2: 86,906 shares; 2025Q3: 84,407 shares; 2025Q4: 78,755 shares 78,755 $4.56M 0.86% -5,652 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: 24,778 shares; 2024Q4: 25,040 shares; 2025Q1: 26,575 shares; 2025Q2: 26,934 shares; 2025Q3: 27,911 shares; 2025Q4: 37,372 shares 37,372 $4.5M 0.85% +9,461 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: 19,480 shares; 2024Q4: 18,030 shares; 2025Q1: 18,302 shares; 2025Q2: 18,325 shares; 2025Q3: 18,345 shares; 2025Q4: 18,435 shares 18,435 $4.21M 0.8% +90 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: 5,771 shares; 2024Q4: 6,108 shares; 2025Q1: 7,061 shares; 2025Q2: 7,397 shares; 2025Q3: 7,760 shares; 2025Q4: 8,308 shares 8,308 $4.18M 0.79% +548 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: 66,118 shares; 2024Q4: 66,717 shares; 2025Q1: 68,505 shares; 2025Q2: 69,011 shares; 2025Q3: 69,893 shares; 2025Q4: 71,194 shares 71,194 $4.11M 0.77% +1,301 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: 11,014 shares; 2024Q4: 10,750 shares; 2025Q1: 10,068 shares; 2025Q2: 9,851 shares; 2025Q3: 8,889 shares; 2025Q4: 8,644 shares 8,644 $4.09M 0.77% -245 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: 18,524 shares; 2024Q4: 17,927 shares; 2025Q1: 18,474 shares; 2025Q2: 18,725 shares; 2025Q3: 18,727 shares; 2025Q4: 18,717 shares 18,717 $3.87M 0.73% -10 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: 75,203 shares; 2025Q4: 102,106 shares 102,106 $3.86M 0.73% +26,903 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,934 shares; 2025Q4: 100,093 shares 100,093 $3.64M 0.69% +27,159 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: 21,310 shares; 2024Q4: 21,229 shares; 2025Q1: 21,680 shares; 2025Q2: 21,671 shares; 2025Q3: 21,789 shares; 2025Q4: 21,230 shares 21,230 $3.41M 0.64% -559 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: 25,554 shares; 2024Q4: 24,849 shares; 2025Q1: 25,225 shares; 2025Q2: 23,888 shares; 2025Q3: 23,561 shares; 2025Q4: 23,184 shares 23,184 $3.33M 0.63% -377 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: 16,912 shares; 2024Q4: 18,792 shares; 2025Q1: 21,212 shares; 2025Q2: 21,600 shares; 2025Q3: 21,950 shares; 2025Q4: 21,516 shares 21,516 $3.28M 0.62% -434 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: 16,425 shares; 2024Q4: 25,021 shares; 2025Q1: 27,670 shares; 2025Q2: 28,727 shares; 2025Q3: 28,944 shares; 2025Q4: 28,040 shares 28,040 $3.12M 0.59% -904 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: 11,784 shares; 2024Q4: 12,032 shares; 2025Q1: 11,914 shares; 2025Q2: 11,964 shares; 2025Q3: 12,441 shares; 2025Q4: 12,535 shares 12,535 $3.02M 0.57% +94 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: 2,667 shares; 2024Q4: 3,628 shares; 2025Q1: 4,412 shares; 2025Q2: 4,528 shares; 2025Q3: 4,664 shares; 2025Q4: 4,687 shares 4,687 $2.94M 0.55% +23 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: 2,670 shares; 2024Q4: 2,798 shares; 2025Q1: 3,304 shares; 2025Q2: 3,992 shares; 2025Q3: 4,059 shares; 2025Q4: 4,343 shares 4,343 $2.87M 0.54% +284 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: 47,345 shares; 2024Q4: 49,344 shares; 2025Q1: 51,603 shares; 2025Q2: 53,561 shares; 2025Q3: 53,826 shares; 2025Q4: 54,247 shares 54,247 $2.8M 0.53% +421 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,788 shares; 2024Q4: 28,439 shares; 2025Q1: 34,210 shares; 2025Q2: 34,856 shares; 2025Q3: 34,584 shares; 2025Q4: 33,503 shares 33,503 $2.76M 0.52% -1,081 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 1,532 shares; 2025Q4: 1,283 shares 1,283 $2.75M 0.52% -249 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: 7,402 shares; 2024Q4: 7,368 shares; 2025Q1: 8,571 shares; 2025Q2: 8,596 shares; 2025Q3: 8,451 shares; 2025Q4: 8,358 shares 8,358 $2.62M 0.5% -93 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: 7,916 shares; 2024Q4: 7,964 shares; 2025Q1: 8,174 shares; 2025Q2: 8,362 shares; 2025Q3: 8,576 shares; 2025Q4: 8,746 shares 8,746 $2.59M 0.49% +170 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 6,051 shares; 2025Q1: 8,494 shares; 2025Q2: 8,405 shares; 2025Q3: 8,298 shares; 2025Q4: 8,312 shares 8,312 $2.54M 0.48% +14 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 29,119 shares; 2025Q1: 30,669 shares; 2025Q2: 35,498 shares; 2025Q3: 41,607 shares; 2025Q4: 43,449 shares 43,449 $2.47M 0.47% +1,842 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: 883 shares; 2024Q4: 1,726 shares; 2025Q1: 2,026 shares; 2025Q2: 2,189 shares; 2025Q3: 2,456 shares; 2025Q4: 2,734 shares 2,734 $2.4M 0.45% +278 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: 14,176 shares; 2024Q4: 14,146 shares; 2025Q1: 13,521 shares; 2025Q2: 12,758 shares; 2025Q3: 11,756 shares; 2025Q4: 10,994 shares 10,994 $2.31M 0.44% -762 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: 3,946 shares; 2024Q4: 3,890 shares; 2025Q1: 4,527 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,527 shares 4,527 $2.21M 0.42% -170 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: 7,941 shares; 2024Q4: 8,243 shares; 2025Q1: 9,429 shares; 2025Q2: 9,657 shares; 2025Q3: 9,610 shares; 2025Q4: 9,973 shares 9,973 $2.19M 0.41% +363 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: 23,894 shares; 2024Q4: 22,617 shares; 2025Q1: 42,371 shares; 2025Q2: 43,057 shares; 2025Q3: 38,284 shares; 2025Q4: 38,730 shares 38,730 $2.12M 0.4% +446 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,349 shares 57,349 $2.11M 0.4% new 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: 5,380 shares; 2024Q4: 5,415 shares; 2025Q1: 6,132 shares; 2025Q2: 6,164 shares; 2025Q3: 6,508 shares; 2025Q4: 6,605 shares 6,605 $2.1M 0.4% +97 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,503 shares; 2024Q4: 53,503 shares; 2025Q1: 40,471 shares; 2025Q2: 41,095 shares; 2025Q3: 43,617 shares; 2025Q4: 47,162 shares 47,162 $2.1M 0.4% +3,545 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: 5,140 shares; 2024Q4: 5,204 shares; 2025Q1: 5,471 shares; 2025Q2: 5,744 shares; 2025Q3: 6,643 shares; 2025Q4: 6,905 shares 6,905 $2.1M 0.4% +262 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: 9,138 shares; 2024Q4: 8,984 shares; 2025Q1: 9,749 shares; 2025Q2: 9,684 shares; 2025Q3: 9,583 shares; 2025Q4: 9,568 shares 9,568 $2.05M 0.39% -15 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: 10,151 shares; 2024Q4: 10,206 shares; 2025Q1: 11,113 shares; 2025Q2: 11,071 shares; 2025Q3: 11,086 shares; 2025Q4: 11,022 shares 11,022 $2.02M 0.38% -64 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: 9,189 shares; 2024Q4: 9,216 shares; 2025Q1: 10,494 shares; 2025Q2: 10,473 shares; 2025Q3: 10,475 shares; 2025Q4: 10,329 shares 10,329 $2.02M 0.38% -146 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,075 shares; 2025Q2: 42,675 shares; 2025Q3: 41,242 shares; 2025Q4: 40,243 shares 40,243 $2.01M 0.38% -999 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: 1,477 shares; 2024Q4: 2,376 shares; 2025Q1: 3,921 shares; 2025Q2: 4,060 shares; 2025Q3: 4,199 shares; 2025Q4: 4,255 shares 4,255 $1.99M 0.38% +56 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: 86,261 shares; 2024Q4: 82,047 shares; 2025Q1: 85,317 shares; 2025Q2: 82,738 shares; 2025Q3: 83,743 shares; 2025Q4: 78,242 shares 78,242 $1.94M 0.37% -5,501 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,792 shares; 2025Q1: 2,853 shares; 2025Q2: 3,709 shares; 2025Q3: 4,226 shares; 2025Q4: 4,317 shares 4,317 $1.94M 0.37% +91 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: 5,046 shares; 2024Q4: 5,277 shares; 2025Q1: 5,716 shares; 2025Q2: 5,744 shares; 2025Q3: 5,665 shares; 2025Q4: 5,638 shares 5,638 $1.94M 0.37% -27 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: 1,886 shares; 2024Q4: 1,577 shares; 2025Q1: 1,910 shares; 2025Q2: 1,879 shares; 2025Q3: 1,754 shares; 2025Q4: 1,759 shares 1,759 $1.89M 0.36% +5 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,188 shares; 2024Q4: 136,611 shares; 2025Q1: 156,591 shares; 2025Q2: 154,444 shares; 2025Q3: 171,802 shares; 2025Q4: 171,517 shares 171,517 $1.84M 0.35% -285 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: 15,375 shares; 2024Q4: 44,978 shares; 2025Q1: 46,650 shares; 2025Q2: 66,987 shares; 2025Q3: 66,063 shares; 2025Q4: 65,743 shares 65,743 $1.8M 0.34% -320 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: 3,036 shares; 2024Q4: 3,002 shares; 2025Q1: 3,265 shares; 2025Q2: 3,248 shares; 2025Q3: 3,177 shares; 2025Q4: 3,127 shares 3,127 $1.79M 0.34% -50 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,772 shares; 2024Q4: 20,036 shares; 2025Q1: 22,059 shares; 2025Q2: 21,852 shares; 2025Q3: 20,507 shares; 2025Q4: 20,047 shares 20,047 $1.77M 0.33% -460 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: 5,451 shares; 2024Q4: 5,462 shares; 2025Q1: 6,188 shares; 2025Q2: 6,250 shares; 2025Q3: 6,274 shares; 2025Q4: 12,198 shares 12,198 $1.76M 0.33% +5,924 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: 352 shares; 2024Q4: 344 shares; 2025Q1: 5,332 shares; 2025Q2: 5,352 shares; 2025Q3: 5,463 shares; 2025Q4: 5,235 shares 5,235 $1.76M 0.33% -228 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: 31,478 shares; 2024Q4: 31,685 shares; 2025Q1: 31,218 shares; 2025Q2: 31,313 shares; 2025Q3: 32,147 shares; 2025Q4: 31,302 shares 31,302 $1.72M 0.32% -845 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: not reported; 2024Q4: not reported; 2025Q1: 12,351 shares; 2025Q2: 12,540 shares; 2025Q3: 11,994 shares; 2025Q4: 7,544 shares 7,544 $1.72M 0.32% -4,450 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: 30,698 shares; 2024Q4: 25,845 shares; 2025Q1: 31,271 shares; 2025Q2: 32,222 shares; 2025Q3: 35,933 shares; 2025Q4: 33,950 shares 33,950 $1.71M 0.32% -1,983 Timeline QDPL 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: 46,674 shares; 2024Q4: 46,924 shares; 2025Q1: 42,399 shares; 2025Q2: 42,401 shares; 2025Q3: 42,612 shares; 2025Q4: 39,664 shares 39,664 $1.68M 0.32% -2,948 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 9,569 shares; 2025Q1: 9,876 shares; 2025Q2: 9,883 shares; 2025Q3: 9,889 shares; 2025Q4: 9,842 shares 9,842 $1.68M 0.32% -47 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: 10,909 shares; 2024Q4: 11,101 shares; 2025Q1: 12,394 shares; 2025Q2: 12,245 shares; 2025Q3: 12,162 shares; 2025Q4: 11,689 shares 11,689 $1.68M 0.32% -473 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: 15,158 shares; 2024Q4: 15,089 shares; 2025Q1: 17,848 shares; 2025Q2: 16,564 shares; 2025Q3: 16,072 shares; 2025Q4: 15,869 shares 15,869 $1.67M 0.32% -203 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,290 shares 16,290 $1.66M 0.31% new 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: 166 shares; 2024Q4: 143 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 4,426 shares; 2025Q4: 4,532 shares 4,532 $1.63M 0.31% +106 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,263 shares; 2024Q4: 17,304 shares; 2025Q1: 17,364 shares; 2025Q2: 17,886 shares; 2025Q3: 15,548 shares; 2025Q4: 15,548 shares 15,548 $1.59M 0.3% 0 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: 23,796 shares; 2024Q4: 23,636 shares; 2025Q1: 27,415 shares; 2025Q2: 26,877 shares; 2025Q3: 26,711 shares; 2025Q4: 19,776 shares 19,776 $1.52M 0.29% -6,935 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: 22,188 shares; 2024Q4: 22,283 shares; 2025Q1: 22,165 shares; 2025Q2: 19,342 shares; 2025Q3: 21,837 shares; 2025Q4: 18,967 shares 18,967 $1.52M 0.29% -2,870 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,275 shares; 2024Q4: 53,925 shares; 2025Q1: 39,175 shares; 2025Q2: 39,175 shares; 2025Q3: 39,240 shares; 2025Q4: 36,575 shares 36,575 $1.51M 0.28% -2,665 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: 112,387 shares; 2024Q4: 106,201 shares; 2025Q1: 114,257 shares; 2025Q2: 112,171 shares; 2025Q3: 116,503 shares; 2025Q4: 116,620 shares 116,620 $1.5M 0.28% +117 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: 13,130 shares; 2024Q4: 12,921 shares; 2025Q1: 24,552 shares; 2025Q2: 24,364 shares; 2025Q3: 24,147 shares; 2025Q4: 23,967 shares 23,967 $1.5M 0.28% -180 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,900 shares; 2025Q2: 44,934 shares; 2025Q3: 46,869 shares; 2025Q4: 57,244 shares 57,244 $1.49M 0.28% +10,375 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: 8,954 shares; 2024Q4: 8,980 shares; 2025Q1: 9,094 shares; 2025Q2: 9,480 shares; 2025Q3: 9,826 shares; 2025Q4: 10,254 shares 10,254 $1.47M 0.28% +428 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: 1,216 shares; 2024Q4: 1,091 shares; 2025Q1: 1,108 shares; 2025Q2: 1,401 shares; 2025Q3: 1,563 shares; 2025Q4: 1,685 shares 1,685 $1.45M 0.27% +122 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: 5,111 shares; 2024Q4: 5,157 shares; 2025Q1: 5,935 shares; 2025Q2: 6,294 shares; 2025Q3: 6,847 shares; 2025Q4: 7,273 shares 7,273 $1.42M 0.27% +426 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: 6,984 shares; 2024Q4: 6,836 shares; 2025Q1: 7,667 shares; 2025Q2: 7,667 shares; 2025Q3: 7,668 shares; 2025Q4: 7,275 shares 7,275 $1.39M 0.26% -393 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: 2,390 shares; 2024Q4: 2,638 shares; 2025Q1: 3,888 shares; 2025Q2: 3,919 shares; 2025Q3: 3,963 shares; 2025Q4: 3,941 shares 3,941 $1.38M 0.26% -22 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: 4,050 shares; 2024Q4: 4,049 shares; 2025Q1: 9,769 shares; 2025Q2: 8,948 shares; 2025Q3: 8,921 shares; 2025Q4: 8,893 shares 8,893 $1.38M 0.26% -28 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: 4,265 shares; 2024Q4: 4,261 shares; 2025Q1: 4,190 shares; 2025Q2: 3,814 shares; 2025Q3: 4,817 shares; 2025Q4: 4,391 shares 4,391 $1.36M 0.26% -426 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: 5,116 shares; 2024Q4: 5,063 shares; 2025Q1: 5,862 shares; 2025Q2: 5,692 shares; 2025Q3: 5,576 shares; 2025Q4: 5,280 shares 5,280 $1.36M 0.26% -296 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: 404 shares; 2024Q4: 476 shares; 2025Q1: 912 shares; 2025Q2: 1,097 shares; 2025Q3: 1,233 shares; 2025Q4: 14,388 shares 14,388 $1.35M 0.25% +13,155 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: 2,562 shares; 2024Q4: 2,669 shares; 2025Q1: 2,756 shares; 2025Q2: 2,880 shares; 2025Q3: 3,460 shares; 2025Q4: 3,635 shares 3,635 $1.35M 0.25% +175 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,533 shares; 2024Q4: 20,476 shares; 2025Q1: 25,476 shares; 2025Q2: 22,884 shares; 2025Q3: 22,698 shares; 2025Q4: 22,352 shares 22,352 $1.34M 0.25% -346 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: 20,542 shares; 2024Q4: 20,767 shares; 2025Q1: 21,471 shares; 2025Q2: 20,108 shares; 2025Q3: 18,896 shares; 2025Q4: 19,080 shares 19,080 $1.33M 0.25% +184 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: 9,405 shares; 2024Q4: 9,909 shares; 2025Q1: 10,017 shares; 2025Q2: 10,124 shares; 2025Q3: 10,632 shares; 2025Q4: 11,534 shares 11,534 $1.33M 0.25% +902 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: 22,750 shares; 2024Q4: 22,750 shares; 2025Q1: 23,516 shares; 2025Q2: 21,047 shares; 2025Q3: 23,221 shares; 2025Q4: 20,245 shares 20,245 $1.3M 0.25% -2,976 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,261 shares; 2024Q4: 27,151 shares; 2025Q1: 27,051 shares; 2025Q2: 26,960 shares; 2025Q3: 25,795 shares; 2025Q4: 25,700 shares 25,700 $1.26M 0.24% -95 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: 24,801 shares; 2024Q4: 22,978 shares; 2025Q1: 26,713 shares; 2025Q2: 30,090 shares; 2025Q3: 28,070 shares; 2025Q4: 30,476 shares 30,476 $1.24M 0.23% +2,406 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,914 shares; 2024Q4: 139,563 shares; 2025Q1: 154,927 shares; 2025Q2: 152,821 shares; 2025Q3: 167,538 shares; 2025Q4: 167,440 shares 167,440 $1.21M 0.23% -98 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,012 shares 18,012 $1.18M 0.22% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,570 shares; 2025Q1: 3,579 shares; 2025Q2: 3,000 shares; 2025Q3: 3,650 shares; 2025Q4: 3,638 shares 3,638 $1.12M 0.21% -12 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,561 shares; 2025Q1: 7,839 shares; 2025Q2: 7,895 shares; 2025Q3: 7,313 shares; 2025Q4: 7,283 shares 7,283 $1.12M 0.21% -30 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,650 shares; 2024Q4: 52,790 shares; 2025Q1: 55,430 shares; 2025Q2: 66,305 shares; 2025Q3: 57,755 shares; 2025Q4: 55,855 shares 55,855 $1.11M 0.21% -1,900 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,378 shares; 2024Q4: 25,063 shares; 2025Q1: 28,032 shares; 2025Q2: 24,264 shares; 2025Q3: 26,172 shares; 2025Q4: 21,192 shares 21,192 $1.08M 0.2% -4,980 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: 9,138 shares; 2024Q4: 9,289 shares; 2025Q1: 15,633 shares; 2025Q2: 16,365 shares; 2025Q3: 16,203 shares; 2025Q4: 16,110 shares 16,110 $1.06M 0.2% -93 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: 3,970 shares; 2024Q4: 4,810 shares; 2025Q1: 4,985 shares; 2025Q2: 4,809 shares; 2025Q3: 4,701 shares; 2025Q4: 4,634 shares 4,634 $1.02M 0.19% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,620 shares 21,620 $995K 0.19% new Timeline BCIC BCP INVESTMENT CORPORATION More: the full row for BCP INVESTMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,546 shares; 2024Q4: 62,217 shares; 2025Q1: 70,516 shares; 2025Q2: 70,504 shares; 2025Q3: 84,055 shares; 2025Q4: 84,124 shares 84,124 $995K 0.19% +69 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: 2,938 shares; 2024Q4: 3,094 shares; 2025Q1: 3,810 shares; 2025Q2: 3,801 shares; 2025Q3: 3,942 shares; 2025Q4: 3,943 shares 3,943 $951K 0.18% +1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 13,170 shares; 2025Q1: 17,294 shares; 2025Q2: 16,860 shares; 2025Q3: 19,538 shares; 2025Q4: 19,817 shares 19,817 $948K 0.18% +279 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,682 shares; 2025Q1: 1,682 shares; 2025Q2: 1,683 shares; 2025Q3: 1,684 shares; 2025Q4: 1,685 shares 1,685 $929K 0.18% +1 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: not reported; 2024Q4: 2,718 shares; 2025Q1: 3,846 shares; 2025Q2: 4,010 shares; 2025Q3: 4,524 shares; 2025Q4: 5,200 shares 5,200 $924K 0.17% +676 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,397 shares; 2024Q4: 31,227 shares; 2025Q1: 34,634 shares; 2025Q2: 35,108 shares; 2025Q3: 35,667 shares; 2025Q4: 36,242 shares 36,242 $913K 0.17% +575 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: 4,790 shares; 2024Q4: 4,796 shares; 2025Q1: 4,799 shares; 2025Q2: 4,801 shares; 2025Q3: 4,827 shares; 2025Q4: 4,807 shares 4,807 $889K 0.17% -20 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: 9,532 shares; 2024Q4: 9,457 shares; 2025Q1: 8,737 shares; 2025Q2: 8,077 shares; 2025Q3: 8,136 shares; 2025Q4: 7,912 shares 7,912 $872K 0.16% -224 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: 683 shares; 2024Q4: 683 shares; 2025Q1: 3,658 shares; 2025Q2: 3,650 shares; 2025Q3: 3,663 shares; 2025Q4: 7,200 shares 7,200 $860K 0.16% +3,537 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,915 shares; 2025Q4: 36,350 shares 36,350 $857K 0.16% +20,435 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: 1,718 shares; 2024Q4: 3,115 shares; 2025Q1: 3,046 shares; 2025Q2: 3,047 shares; 2025Q3: 3,042 shares; 2025Q4: 3,046 shares 3,046 $844K 0.16% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,101 shares; 2024Q4: 15,170 shares; 2025Q1: 17,956 shares; 2025Q2: 17,549 shares; 2025Q3: 17,558 shares; 2025Q4: 14,318 shares 14,318 $839K 0.16% -3,240 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: not reported; 2024Q4: 211 shares; 2025Q1: 405 shares; 2025Q2: 6,870 shares; 2025Q3: 8,534 shares; 2025Q4: 9,176 shares 9,176 $837K 0.16% +642 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: 853 shares; 2024Q4: 875 shares; 2025Q1: 898 shares; 2025Q2: 702 shares; 2025Q3: 1,189 shares; 2025Q4: 1,279 shares 1,279 $836K 0.16% +90 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: 437 shares; 2024Q4: 4,664 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,676 shares; 2025Q4: 4,697 shares 4,697 $833K 0.16% +21 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: 5,506 shares; 2024Q4: 5,511 shares; 2025Q1: 5,583 shares; 2025Q2: 5,627 shares; 2025Q3: 5,336 shares; 2025Q4: 4,863 shares 4,863 $832K 0.16% -473 Timeline XYLD 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: 15,158 shares; 2024Q4: 16,325 shares; 2025Q1: 17,463 shares; 2025Q2: 18,198 shares; 2025Q3: 21,898 shares; 2025Q4: 20,215 shares 20,215 $821K 0.16% -1,683 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 2,686 shares; 2025Q1: 2,833 shares; 2025Q2: 2,833 shares; 2025Q3: 2,892 shares; 2025Q4: 2,917 shares 2,917 $814K 0.15% +25 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,288 shares; 2025Q1: 1,417 shares; 2025Q2: 3,346 shares; 2025Q3: 3,347 shares; 2025Q4: 3,349 shares 3,349 $812K 0.15% +2 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: 1,182 shares; 2024Q4: 1,295 shares; 2025Q1: 1,780 shares; 2025Q2: 1,757 shares; 2025Q3: 1,759 shares; 2025Q4: 1,661 shares 1,661 $803K 0.15% -98 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: 5,023 shares; 2024Q4: 6,197 shares; 2025Q1: 6,246 shares; 2025Q2: 7,109 shares; 2025Q3: 7,258 shares; 2025Q4: 7,457 shares 7,457 $796K 0.15% +199 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,339 shares; 2025Q1: 2,396 shares; 2025Q2: 2,001 shares; 2025Q3: 2,468 shares; 2025Q4: 2,004 shares 2,004 $794K 0.15% -464 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: 28,220 shares; 2024Q4: 27,417 shares; 2025Q1: 28,180 shares; 2025Q2: 29,845 shares; 2025Q3: 31,538 shares; 2025Q4: 31,787 shares 31,787 $791K 0.15% +249 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: 17,087 shares; 2024Q4: 10,191 shares; 2025Q1: 10,540 shares; 2025Q2: 10,554 shares; 2025Q3: 10,115 shares; 2025Q4: 9,948 shares 9,948 $789K 0.15% -167 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: 647 shares; 2024Q4: 1,294 shares; 2025Q1: 3,531 shares; 2025Q2: 3,581 shares; 2025Q3: 4,173 shares; 2025Q4: 4,276 shares 4,276 $788K 0.15% +103 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: 7,228 shares; 2024Q4: 7,372 shares; 2025Q1: 7,661 shares; 2025Q2: 7,168 shares; 2025Q3: 7,108 shares; 2025Q4: 6,838 shares 6,838 $778K 0.15% -270 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: 1,385 shares; 2024Q4: 1,419 shares; 2025Q1: 2,722 shares; 2025Q2: 2,551 shares; 2025Q3: 2,521 shares; 2025Q4: 2,647 shares 2,647 $768K 0.14% +126 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: 7,370 shares; 2024Q4: 7,361 shares; 2025Q1: 8,068 shares; 2025Q2: 8,385 shares; 2025Q3: 8,468 shares; 2025Q4: 8,586 shares 8,586 $768K 0.14% +118 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: 6,110 shares; 2024Q4: 6,129 shares; 2025Q1: 7,116 shares; 2025Q2: 4,540 shares; 2025Q3: 6,559 shares; 2025Q4: 6,564 shares 6,564 $766K 0.14% +5 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $764K 0.14% 0 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 13,535 shares; 2025Q1: 22,310 shares; 2025Q2: 32,550 shares; 2025Q3: 27,405 shares; 2025Q4: 25,655 shares 25,655 $762K 0.14% -1,750 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: 15,602 shares; 2024Q4: 13,327 shares; 2025Q1: 12,577 shares; 2025Q2: 12,468 shares; 2025Q3: 12,541 shares; 2025Q4: 11,819 shares 11,819 $761K 0.14% -722 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,699 shares; 2025Q1: 2,707 shares; 2025Q2: not reported; 2025Q3: 2,693 shares; 2025Q4: 9,565 shares 9,565 $756K 0.14% +6,872 Timeline XRMI 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: 29,306 shares; 2024Q4: 33,115 shares; 2025Q1: 37,163 shares; 2025Q2: 38,831 shares; 2025Q3: 47,428 shares; 2025Q4: 41,896 shares 41,896 $749K 0.14% -5,532 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: 9,492 shares; 2024Q4: 9,007 shares; 2025Q1: 9,029 shares; 2025Q2: 8,930 shares; 2025Q3: 8,956 shares; 2025Q4: 8,977 shares 8,977 $745K 0.14% +21 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,748 shares; 2024Q4: 6,798 shares; 2025Q1: 9,064 shares; 2025Q2: 7,222 shares; 2025Q3: 10,776 shares; 2025Q4: 9,545 shares 9,545 $732K 0.14% -1,231 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: 2,550 shares; 2024Q4: 2,457 shares; 2025Q1: 3,256 shares; 2025Q2: 4,331 shares; 2025Q3: 4,272 shares; 2025Q4: 4,183 shares 4,183 $726K 0.14% -89 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,162 shares; 2025Q1: 2,160 shares; 2025Q2: 2,057 shares; 2025Q3: 2,161 shares; 2025Q4: 2,053 shares 2,053 $725K 0.14% -108 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,051 shares; 2025Q3: 19,263 shares; 2025Q4: 17,282 shares 17,282 $711K 0.13% -1,981 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,791 shares 2,791 $706K 0.13% new 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: 2,020 shares; 2024Q4: 1,982 shares; 2025Q1: 5,555 shares; 2025Q2: 4,869 shares; 2025Q3: 4,503 shares; 2025Q4: 4,512 shares 4,512 $698K 0.13% +9 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,878 shares; 2025Q1: 3,754 shares; 2025Q2: 3,610 shares; 2025Q3: 3,511 shares; 2025Q4: 3,345 shares 3,345 $698K 0.13% -166 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,866 shares; 2024Q4: 88,948 shares; 2025Q1: 102,375 shares; 2025Q2: 103,635 shares; 2025Q3: 124,480 shares; 2025Q4: 128,516 shares 128,516 $695K 0.13% +4,036 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,116 shares; 2024Q4: 27,665 shares; 2025Q1: 31,786 shares; 2025Q2: 24,258 shares; 2025Q3: 33,742 shares; 2025Q4: 34,362 shares 34,362 $695K 0.13% +620 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,903 shares; 2025Q2: 5,781 shares; 2025Q3: 5,784 shares; 2025Q4: 5,740 shares 5,740 $687K 0.13% -44 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,407 shares; 2025Q4: 46,317 shares 46,317 $678K 0.13% -6,090 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,839 shares; 2024Q4: 22,156 shares; 2025Q1: 25,319 shares; 2025Q2: 25,762 shares; 2025Q3: 56,872 shares; 2025Q4: 57,946 shares 57,946 $674K 0.13% +1,074 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,511 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,351 shares 2,351 $671K 0.13% -4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 1,535 shares; 2025Q1: 1,577 shares; 2025Q2: 1,583 shares; 2025Q3: 1,539 shares; 2025Q4: 2,043 shares 2,043 $669K 0.13% +504 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: 3,739 shares; 2024Q4: 7,501 shares; 2025Q1: 10,755 shares; 2025Q2: 15,190 shares; 2025Q3: 4,828 shares; 2025Q4: 3,470 shares 3,470 $665K 0.13% -1,358 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,533 shares; 2024Q4: 48,207 shares; 2025Q1: 51,469 shares; 2025Q2: 52,211 shares; 2025Q3: 52,955 shares; 2025Q4: 51,728 shares 51,728 $655K 0.12% -1,227 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,315 shares; 2024Q4: 40,385 shares; 2025Q1: 32,313 shares; 2025Q2: 34,286 shares; 2025Q3: 42,313 shares; 2025Q4: 36,920 shares 36,920 $652K 0.12% -5,393 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: 10,361 shares; 2024Q4: 10,629 shares; 2025Q1: 12,286 shares; 2025Q2: 12,557 shares; 2025Q3: 10,719 shares; 2025Q4: 7,699 shares 7,699 $648K 0.12% -3,020 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,840 shares; 2024Q4: 10,887 shares; 2025Q1: 11,624 shares; 2025Q2: 11,970 shares; 2025Q3: 11,774 shares; 2025Q4: 10,785 shares 10,785 $648K 0.12% -989 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: 676 shares; 2024Q4: 690 shares; 2025Q1: 937 shares; 2025Q2: 927 shares; 2025Q3: 968 shares; 2025Q4: 969 shares 969 $642K 0.12% +1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,733 shares; 2025Q2: 5,941 shares; 2025Q3: 7,740 shares; 2025Q4: 7,799 shares 7,799 $637K 0.12% +59 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: 4,634 shares; 2024Q4: 4,674 shares; 2025Q1: 4,697 shares; 2025Q2: 4,712 shares; 2025Q3: 4,831 shares; 2025Q4: 4,759 shares 4,759 $635K 0.12% -72 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,021 shares; 2025Q1: 3,022 shares; 2025Q2: 3,267 shares; 2025Q3: 3,094 shares; 2025Q4: 3,116 shares 3,116 $633K 0.12% +22 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: 2,521 shares; 2024Q4: 2,048 shares; 2025Q1: 3,147 shares; 2025Q2: 3,072 shares; 2025Q3: 2,884 shares; 2025Q4: 2,843 shares 2,843 $617K 0.12% -41 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,177 shares; 2025Q1: 1,192 shares; 2025Q2: 1,319 shares; 2025Q3: 1,343 shares; 2025Q4: 1,442 shares 1,442 $615K 0.12% +99 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,808 shares; 2025Q2: 2,134 shares; 2025Q3: 2,316 shares; 2025Q4: 2,297 shares 2,297 $608K 0.11% -19 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: 8,954 shares; 2024Q4: 8,970 shares; 2025Q1: 9,228 shares; 2025Q2: 8,776 shares; 2025Q3: 8,362 shares; 2025Q4: 8,089 shares 8,089 $595K 0.11% -273 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,856 shares; 2025Q4: 5,873 shares 5,873 $592K 0.11% +17 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: 1,032 shares; 2024Q4: 1,033 shares; 2025Q1: 781 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 782 shares 782 $589K 0.11% +31 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,476 shares; 2024Q4: 2,501 shares; 2025Q1: 2,939 shares; 2025Q2: 2,935 shares; 2025Q3: 2,526 shares; 2025Q4: 2,546 shares 2,546 $589K 0.11% +20 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: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 2,230 shares; 2025Q2: 2,209 shares; 2025Q3: 2,052 shares; 2025Q4: 2,054 shares 2,054 $584K 0.11% +2 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 7,709 shares; 2025Q1: 8,002 shares; 2025Q2: 8,667 shares; 2025Q3: 8,884 shares; 2025Q4: 8,685 shares 8,685 $584K 0.11% -199 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: 390 shares; 2024Q4: 7,283 shares; 2025Q1: 8,443 shares; 2025Q2: 8,758 shares; 2025Q3: 9,117 shares; 2025Q4: 9,747 shares 9,747 $578K 0.11% +630 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: 6,213 shares; 2024Q4: 5,794 shares; 2025Q1: 11,048 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 10,618 shares 10,618 $571K 0.11% -432 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,917 shares; 2025Q4: 2,953 shares 2,953 $564K 0.11% +36 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: 2,267 shares; 2024Q4: 2,134 shares; 2025Q1: 2,011 shares; 2025Q2: 2,012 shares; 2025Q3: 2,438 shares; 2025Q4: 2,487 shares 2,487 $559K 0.11% +49 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 11,883 shares; 2025Q1: 12,981 shares; 2025Q2: 6,892 shares; 2025Q3: 15,188 shares; 2025Q4: 15,211 shares 15,211 $551K 0.1% +23 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: 2,117 shares; 2024Q4: 2,145 shares; 2025Q1: 2,152 shares; 2025Q2: 1,217 shares; 2025Q3: 2,196 shares; 2025Q4: 2,134 shares 2,134 $548K 0.1% -62 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: 2,109 shares; 2024Q4: 2,116 shares; 2025Q1: 2,140 shares; 2025Q2: 2,163 shares; 2025Q3: 2,111 shares; 2025Q4: 2,002 shares 2,002 $539K 0.1% -109 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,515 shares; 2025Q1: 5,544 shares; 2025Q2: 5,786 shares; 2025Q3: 5,814 shares; 2025Q4: 6,150 shares 6,150 $530K 0.1% +336 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,557 shares; 2024Q4: 20,731 shares; 2025Q1: 20,857 shares; 2025Q2: 18,913 shares; 2025Q3: 21,135 shares; 2025Q4: 19,161 shares 19,161 $527K 0.1% -1,974 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 3,237 shares; 2025Q2: 2,945 shares; 2025Q3: 2,949 shares; 2025Q4: 2,961 shares 2,961 $526K 0.1% +12 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,482 shares; 2025Q2: 2,394 shares; 2025Q3: 2,395 shares; 2025Q4: 2,301 shares 2,301 $523K 0.1% -94 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,673 shares; 2025Q3: 2,439 shares; 2025Q4: 2,541 shares 2,541 $521K 0.1% +102 Timeline QQEW 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: 3,583 shares; 2024Q4: 3,584 shares; 2025Q1: 3,587 shares; 2025Q2: 3,589 shares; 2025Q3: 3,590 shares; 2025Q4: 3,593 shares 3,593 $511K 0.1% +3 Timeline GDX 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: 10,883 shares; 2024Q4: 8,883 shares; 2025Q1: 8,883 shares; 2025Q2: 8,853 shares; 2025Q3: 6,453 shares; 2025Q4: 5,953 shares 5,953 $511K 0.1% -500 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,809 shares; 2024Q4: 14,947 shares; 2025Q1: 15,293 shares; 2025Q2: 15,396 shares; 2025Q3: 15,444 shares; 2025Q4: 14,610 shares 14,610 $507K 0.1% -834 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,009 shares; 2024Q4: 36,642 shares; 2025Q1: 35,709 shares; 2025Q2: 33,492 shares; 2025Q3: 37,276 shares; 2025Q4: 35,210 shares 35,210 $505K 0.1% -2,066 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 11,612 shares; 2025Q2: 11,612 shares; 2025Q3: 11,612 shares; 2025Q4: 11,086 shares 11,086 $501K 0.09% -526 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 819 shares; 2025Q3: 1,045 shares; 2025Q4: 1,101 shares 1,101 $499K 0.09% +56 Timeline LQDH 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: 2,891 shares; 2024Q4: 2,889 shares; 2025Q1: 2,534 shares; 2025Q2: 5,247 shares; 2025Q3: 5,183 shares; 2025Q4: 5,234 shares 5,234 $489K 0.09% +51 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,410 shares; 2025Q3: 1,380 shares; 2025Q4: 1,373 shares 1,373 $485K 0.09% -7 Timeline SDIV 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: 17,361 shares; 2024Q4: 18,342 shares; 2025Q1: 18,972 shares; 2025Q2: 19,717 shares; 2025Q3: 22,715 shares; 2025Q4: 20,096 shares 20,096 $483K 0.09% -2,619 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,635 shares 3,635 $481K 0.09% +112 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 786 shares; 2025Q1: 1,476 shares; 2025Q2: 1,453 shares; 2025Q3: 1,454 shares; 2025Q4: 1,425 shares 1,425 $480K 0.09% -29 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: not reported; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 794 shares; 2025Q3: 844 shares; 2025Q4: 838 shares 838 $475K 0.09% -6 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: 4,606 shares; 2024Q4: 4,697 shares; 2025Q1: 5,487 shares; 2025Q2: 4,148 shares; 2025Q3: 3,999 shares; 2025Q4: 3,937 shares 3,937 $473K 0.09% -62 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 939 shares; 2025Q1: 2,059 shares; 2025Q2: 1,998 shares; 2025Q3: 1,959 shares; 2025Q4: 1,912 shares 1,912 $472K 0.09% -47 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: 6,860 shares; 2024Q4: 6,935 shares; 2025Q1: 6,421 shares; 2025Q2: 4,942 shares; 2025Q3: 6,520 shares; 2025Q4: 4,943 shares 4,943 $461K 0.09% -1,577 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 2,634 shares; 2025Q1: 4,585 shares; 2025Q2: 5,466 shares; 2025Q3: 5,956 shares; 2025Q4: 7,848 shares 7,848 $460K 0.09% +1,892 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,399 shares; 2025Q1: 2,659 shares; 2025Q2: 2,629 shares; 2025Q3: 2,637 shares; 2025Q4: 2,620 shares 2,620 $460K 0.09% -17 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: 507 shares; 2024Q4: 716 shares; 2025Q1: 747 shares; 2025Q2: 677 shares; 2025Q3: 1,079 shares; 2025Q4: 980 shares 980 $456K 0.09% -99 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,461 shares; 2025Q1: 2,461 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares 2,461 $438K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: 511 shares; 2025Q2: 485 shares; 2025Q3: 495 shares; 2025Q4: 2,859 shares 2,859 $438K 0.08% +2,364 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: 17,277 shares; 2024Q4: 17,277 shares; 2025Q1: 14,711 shares; 2025Q2: 14,711 shares; 2025Q3: 9,761 shares; 2025Q4: 9,231 shares 9,231 $438K 0.08% -530 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,245 shares; 2024Q4: 21,195 shares; 2025Q1: 23,770 shares; 2025Q2: 25,590 shares; 2025Q3: 27,384 shares; 2025Q4: 31,068 shares 31,068 $435K 0.08% +3,684 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,836 shares; 2025Q1: 2,332 shares; 2025Q2: 2,334 shares; 2025Q3: 2,338 shares; 2025Q4: 2,306 shares 2,306 $434K 0.08% -32 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,391 shares; 2024Q4: 37,495 shares; 2025Q1: 41,104 shares; 2025Q2: 41,310 shares; 2025Q3: 45,199 shares; 2025Q4: 46,643 shares 46,643 $433K 0.08% +1,444 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: 1,520 shares; 2024Q4: 1,523 shares; 2025Q1: 1,648 shares; 2025Q2: 1,650 shares; 2025Q3: 1,661 shares; 2025Q4: 1,682 shares 1,682 $433K 0.08% +21 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 7,994 shares; 2025Q1: 8,078 shares; 2025Q2: 8,008 shares; 2025Q3: 8,065 shares; 2025Q4: 8,008 shares 8,008 $429K 0.08% -57 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 2,171 shares; 2025Q1: 2,212 shares; 2025Q2: 2,564 shares; 2025Q3: 2,606 shares; 2025Q4: 2,683 shares 2,683 $429K 0.08% +77 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: 1,337 shares; 2024Q4: 1,338 shares; 2025Q1: 1,339 shares; 2025Q2: 1,042 shares; 2025Q3: 1,264 shares; 2025Q4: 838 shares 838 $428K 0.08% -426 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: 477 shares; 2024Q4: 481 shares; 2025Q1: 694 shares; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 732 shares 732 $424K 0.08% +9 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,887 shares; 2024Q4: 49,961 shares; 2025Q1: 44,008 shares; 2025Q2: 39,973 shares; 2025Q3: 41,813 shares; 2025Q4: 38,698 shares 38,698 $422K 0.08% -3,115 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 8,381 shares; 2025Q1: 8,286 shares; 2025Q2: 8,045 shares; 2025Q3: 9,452 shares; 2025Q4: 7,798 shares 7,798 $421K 0.08% -1,654 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,380 shares; 2025Q1: 2,987 shares; 2025Q2: 2,977 shares; 2025Q3: 2,863 shares; 2025Q4: 2,737 shares 2,737 $414K 0.08% -126 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: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,628 shares; 2025Q2: 1,556 shares; 2025Q3: 1,169 shares; 2025Q4: 1,100 shares 1,100 $411K 0.08% -69 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: 3,917 shares; 2024Q4: 3,939 shares; 2025Q1: 4,228 shares; 2025Q2: 3,118 shares; 2025Q3: 4,287 shares; 2025Q4: 3,049 shares 3,049 $405K 0.08% -1,238 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: 3,145 shares; 2024Q4: 3,085 shares; 2025Q1: 3,382 shares; 2025Q2: 1,672 shares; 2025Q3: 3,431 shares; 2025Q4: 3,436 shares 3,436 $404K 0.08% +5 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: not reported; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 1,354 shares; 2025Q4: 1,038 shares 1,038 $404K 0.08% -316 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,958 shares; 2025Q4: 2,985 shares 2,985 $403K 0.08% +27 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: 8,500 shares; 2024Q4: 8,566 shares; 2025Q1: 8,953 shares; 2025Q2: 9,009 shares; 2025Q3: 9,091 shares; 2025Q4: 8,693 shares 8,693 $401K 0.08% -398 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 6,014 shares; 2025Q1: 6,402 shares; 2025Q2: 5,866 shares; 2025Q3: 6,741 shares; 2025Q4: 6,356 shares 6,356 $400K 0.08% -385 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: 4,139 shares; 2024Q4: 4,546 shares; 2025Q1: 4,772 shares; 2025Q2: 4,578 shares; 2025Q3: 4,344 shares; 2025Q4: 4,242 shares 4,242 $397K 0.07% -102 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,290 shares; 2024Q4: 58,642 shares; 2025Q1: 63,494 shares; 2025Q2: 62,127 shares; 2025Q3: 65,629 shares; 2025Q4: 66,291 shares 66,291 $395K 0.07% +662 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 26,969 shares 26,969 $392K 0.07% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 10,056 shares; 2025Q1: 23,684 shares; 2025Q2: 22,709 shares; 2025Q3: 20,137 shares; 2025Q4: 15,111 shares 15,111 $391K 0.07% -5,026 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,215 shares 8,215 $389K 0.07% new Timeline GRNY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,558 shares 15,558 $385K 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,091 shares; 2025Q3: 1,077 shares; 2025Q4: 1,076 shares 1,076 $378K 0.07% -1 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,754 shares; 2025Q4: 7,020 shares 7,020 $378K 0.07% +3,266 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 3,391 shares; 2025Q1: 3,412 shares; 2025Q2: 3,837 shares; 2025Q3: 5,452 shares; 2025Q4: 5,607 shares 5,607 $375K 0.07% +155 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 12,496 shares; 2025Q3: 11,863 shares; 2025Q4: 11,147 shares 11,147 $373K 0.07% -716 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: 1,471 shares; 2024Q4: 1,478 shares; 2025Q1: 1,613 shares; 2025Q2: 1,491 shares; 2025Q3: 1,321 shares; 2025Q4: 1,065 shares 1,065 $373K 0.07% -256 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: 375 shares; 2025Q1: 512 shares; 2025Q2: 341 shares; 2025Q3: 516 shares; 2025Q4: 346 shares 346 $370K 0.07% -170 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,194 shares; 2025Q4: 2,289 shares 2,289 $369K 0.07% +95 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,218 shares; 2025Q4: 3,149 shares 3,149 $368K 0.07% -69 Timeline BALI 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: not reported; 2025Q3: 7,986 shares; 2025Q4: 11,500 shares 11,500 $364K 0.07% +3,514 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: not reported; 2025Q1: 680 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 625 shares 625 $363K 0.07% -7 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: 880 shares; 2024Q4: 891 shares; 2025Q1: 1,086 shares; 2025Q2: 1,087 shares; 2025Q3: 1,088 shares; 2025Q4: 1,158 shares 1,158 $361K 0.07% +70 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: 8,396 shares; 2024Q4: 7,911 shares; 2025Q1: 9,788 shares; 2025Q2: 6,726 shares; 2025Q3: 9,831 shares; 2025Q4: 6,400 shares 6,400 $361K 0.07% -3,431 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,525 shares; 2024Q4: 64,887 shares; 2025Q1: 71,907 shares; 2025Q2: 69,519 shares; 2025Q3: 74,325 shares; 2025Q4: 73,759 shares 73,759 $358K 0.07% -566 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: 2,870 shares; 2024Q4: 2,873 shares; 2025Q1: 3,626 shares; 2025Q2: 3,753 shares; 2025Q3: 3,805 shares; 2025Q4: 3,808 shares 3,808 $352K 0.07% +3 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: 4,403 shares; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 5,024 shares; 2025Q3: 4,911 shares; 2025Q4: 4,920 shares 4,920 $352K 0.07% +9 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: 7,720 shares; 2024Q4: 7,504 shares; 2025Q1: 7,247 shares; 2025Q2: 5,039 shares; 2025Q3: 5,445 shares; 2025Q4: 3,592 shares 3,592 $351K 0.07% -1,853 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: 321 shares; 2024Q4: 322 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 1,214 shares; 2025Q4: 1,629 shares 1,629 $350K 0.07% +415 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: 5,337 shares; 2024Q4: 5,356 shares; 2025Q1: 5,485 shares; 2025Q2: 4,994 shares; 2025Q3: 5,605 shares; 2025Q4: 5,013 shares 5,013 $348K 0.07% -592 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,633 shares; 2024Q4: 29,216 shares; 2025Q1: 29,542 shares; 2025Q2: 29,919 shares; 2025Q3: 30,151 shares; 2025Q4: 30,401 shares 30,401 $345K 0.07% +250 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,226 shares; 2025Q3: 1,190 shares; 2025Q4: 1,199 shares 1,199 $340K 0.06% +9 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: 4,555 shares; 2024Q4: 4,605 shares; 2025Q1: 4,407 shares; 2025Q2: 3,049 shares; 2025Q3: 4,300 shares; 2025Q4: 2,688 shares 2,688 $337K 0.06% -1,612 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 1,384 shares; 2025Q3: 1,402 shares; 2025Q4: 1,391 shares 1,391 $335K 0.06% -11 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: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,935 shares; 2025Q2: 1,353 shares; 2025Q3: 1,853 shares; 2025Q4: 1,353 shares 1,353 $333K 0.06% -500 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,677 shares; 2024Q4: 6,418 shares; 2025Q1: 8,338 shares; 2025Q2: 10,338 shares; 2025Q3: 10,338 shares; 2025Q4: 10,338 shares 10,338 $331K 0.06% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,144 shares 1,144 $329K 0.06% +133 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 840 shares; 2025Q1: 886 shares; 2025Q2: 574 shares; 2025Q3: 769 shares; 2025Q4: 575 shares 575 $328K 0.06% -194 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares 2,526 $319K 0.06% 0 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $319K 0.06% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,602 shares; 2024Q4: 13,719 shares; 2025Q1: 14,463 shares; 2025Q2: 16,441 shares; 2025Q3: 16,510 shares; 2025Q4: 16,581 shares 16,581 $318K 0.06% +71 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 11,482 shares; 2025Q1: 9,050 shares; 2025Q2: not reported; 2025Q3: 8,594 shares; 2025Q4: 8,568 shares 8,568 $316K 0.06% -26 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,091 shares; 2025Q3: 1,092 shares; 2025Q4: 1,074 shares 1,074 $315K 0.06% -18 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,380 shares; 2024Q4: 9,514 shares; 2025Q1: 9,616 shares; 2025Q2: 5,559 shares; 2025Q3: 6,622 shares; 2025Q4: 5,564 shares 5,564 $315K 0.06% -1,058 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: 69,758 shares; 2024Q4: 77,575 shares; 2025Q1: 84,123 shares; 2025Q2: 91,600 shares; 2025Q3: 25,245 shares; 2025Q4: 6,711 shares 6,711 $314K 0.06% -18,534 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,931 shares; 2025Q1: 5,913 shares; 2025Q2: 5,938 shares; 2025Q3: 5,922 shares; 2025Q4: 5,928 shares 5,928 $313K 0.06% +6 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: 3,714 shares; 2024Q4: 11,100 shares; 2025Q1: 11,813 shares; 2025Q2: 11,862 shares; 2025Q3: 11,881 shares; 2025Q4: 11,901 shares 11,901 $312K 0.06% +20 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,249 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,438 shares 1,438 $312K 0.06% +253 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: 82,649 shares; 2024Q4: 73,276 shares; 2025Q1: 71,297 shares; 2025Q2: 37,992 shares; 2025Q3: 32,809 shares; 2025Q4: 6,978 shares 6,978 $312K 0.06% -25,831 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: not reported; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 1,076 shares; 2025Q3: 1,016 shares; 2025Q4: 959 shares 959 $311K 0.06% -57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,541 shares; 2025Q4: 3,544 shares 3,544 $310K 0.06% +3 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: 945 shares; 2024Q4: 956 shares; 2025Q1: 1,717 shares; 2025Q2: 1,615 shares; 2025Q3: 1,173 shares; 2025Q4: 938 shares 938 $310K 0.06% -235 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,869 shares; 2025Q2: 8,938 shares; 2025Q3: 11,237 shares; 2025Q4: 10,187 shares 10,187 $309K 0.06% -1,050 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,277 shares; 2025Q4: 11,555 shares 11,555 $308K 0.06% +8,278 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: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 2,674 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares 2,069 $308K 0.06% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 742 shares; 2025Q1: 960 shares; 2025Q2: 586 shares; 2025Q3: 933 shares; 2025Q4: 589 shares 589 $308K 0.06% -344 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,832 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,832 shares; 2025Q4: 3,832 shares 3,832 $307K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,052 shares; 2025Q3: 1,032 shares; 2025Q4: 1,024 shares 1,024 $303K 0.06% -8 Timeline EPS 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: not reported; 2024Q4: 1,835 shares; 2025Q1: 2,959 shares; 2025Q2: 3,543 shares; 2025Q3: 4,067 shares; 2025Q4: 4,252 shares 4,252 $301K 0.06% +185 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 18,460 shares; 2025Q1: 15,460 shares; 2025Q2: 10,260 shares; 2025Q3: 10,260 shares; 2025Q4: 8,660 shares 8,660 $300K 0.06% -1,600 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,876 shares; 2024Q4: 27,694 shares; 2025Q1: 27,578 shares; 2025Q2: 28,210 shares; 2025Q3: 28,329 shares; 2025Q4: 28,412 shares 28,412 $298K 0.06% +83 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: 5,250 shares; 2024Q4: 5,129 shares; 2025Q1: 5,826 shares; 2025Q2: 2,467 shares; 2025Q3: 4,189 shares; 2025Q4: 2,990 shares 2,990 $297K 0.06% -1,199 Timeline AFLG 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: 5,873 shares; 2025Q2: 7,110 shares; 2025Q3: 7,370 shares; 2025Q4: 7,576 shares 7,576 $296K 0.06% +206 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,183 shares; 2024Q4: 35,673 shares; 2025Q1: 35,673 shares; 2025Q2: 35,673 shares; 2025Q3: 34,373 shares; 2025Q4: 34,373 shares 34,373 $292K 0.06% 0 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,420 shares; 2025Q2: 2,801 shares; 2025Q3: 3,332 shares; 2025Q4: 2,370 shares 2,370 $292K 0.06% -962 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,100 shares; 2025Q1: 4,025 shares; 2025Q2: 3,917 shares; 2025Q3: 3,917 shares; 2025Q4: 3,777 shares 3,777 $292K 0.06% -140 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,047 shares; 2025Q1: 972 shares; 2025Q2: 982 shares; 2025Q3: 933 shares; 2025Q4: 847 shares 847 $292K 0.06% -86 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 3,771 shares; 2025Q2: 3,609 shares; 2025Q3: 3,611 shares; 2025Q4: 3,560 shares 3,560 $292K 0.06% -51 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: 2,195 shares; 2024Q4: not reported; 2025Q1: 2,431 shares; 2025Q2: not reported; 2025Q3: 2,447 shares; 2025Q4: 3,333 shares 3,333 $291K 0.05% +886 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,336 shares; 2024Q4: 18,664 shares; 2025Q1: 18,806 shares; 2025Q2: 17,394 shares; 2025Q3: 18,908 shares; 2025Q4: 16,736 shares 16,736 $290K 0.05% -2,172 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: not reported; 2024Q4: not reported; 2025Q1: 1,460 shares; 2025Q2: 1,390 shares; 2025Q3: 1,411 shares; 2025Q4: 1,395 shares 1,395 $290K 0.05% -16 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: 6,332 shares; 2024Q4: 6,637 shares; 2025Q1: 6,664 shares; 2025Q2: 2,617 shares; 2025Q3: 2,637 shares; 2025Q4: 3,614 shares 3,614 $290K 0.05% +977 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,254 shares; 2024Q4: 25,280 shares; 2025Q1: 24,181 shares; 2025Q2: 23,060 shares; 2025Q3: 16,801 shares; 2025Q4: 16,672 shares 16,672 $285K 0.05% -129 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: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 5,436 shares; 2025Q3: 5,546 shares; 2025Q4: 5,570 shares 5,570 $285K 0.05% +24 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,681 shares; 2025Q4: 1,768 shares 1,768 $285K 0.05% +87 Timeline MSCI MSCI INC More: the full row for MSCI 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: 462 shares; 2025Q2: 497 shares; 2025Q3: 487 shares; 2025Q4: 494 shares 494 $283K 0.05% +7 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,128 shares; 2025Q4: 5,313 shares 5,313 $281K 0.05% +2,185 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: 422 shares; 2025Q4: 410 shares 410 $276K 0.05% -12 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,091 shares; 2025Q2: 2,017 shares; 2025Q3: 2,018 shares; 2025Q4: 1,993 shares 1,993 $275K 0.05% -25 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,827 shares; 2025Q2: 1,854 shares; 2025Q3: 2,056 shares; 2025Q4: 2,022 shares 2,022 $274K 0.05% -34 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 2,235 shares; 2025Q3: 2,194 shares; 2025Q4: 2,150 shares 2,150 $274K 0.05% -44 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 2,075 shares; 2025Q2: 1,962 shares; 2025Q3: not reported; 2025Q4: 1,906 shares 1,906 $271K 0.05% new Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,683 shares; 2024Q4: 21,769 shares; 2025Q1: 24,677 shares; 2025Q2: 24,588 shares; 2025Q3: 28,008 shares; 2025Q4: 28,012 shares 28,012 $271K 0.05% +4 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 11,208 shares; 2025Q1: 11,155 shares; 2025Q2: not reported; 2025Q3: 10,947 shares; 2025Q4: 8,128 shares 8,128 $270K 0.05% -2,819 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 258 shares; 2025Q3: 261 shares; 2025Q4: 267 shares 267 $269K 0.05% +6 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 2,025 shares; 2025Q1: 2,052 shares; 2025Q2: 1,619 shares; 2025Q3: 2,110 shares; 2025Q4: 1,620 shares 1,620 $264K 0.05% -490 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $261K 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,285 shares; 2025Q1: 1,572 shares; 2025Q2: 1,223 shares; 2025Q3: 1,580 shares; 2025Q4: 1,231 shares 1,231 $261K 0.05% -349 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,066 shares; 2025Q4: 5,155 shares 5,155 $261K 0.05% +89 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: 2,160 shares; 2024Q4: 2,161 shares; 2025Q1: 2,162 shares; 2025Q2: 2,107 shares; 2025Q3: 1,765 shares; 2025Q4: 1,745 shares 1,745 $259K 0.05% -20 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,277 shares 1,277 $259K 0.05% -19 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: 1,586 shares; 2024Q4: 1,456 shares; 2025Q1: 4,427 shares; 2025Q2: 2,979 shares; 2025Q3: 4,822 shares; 2025Q4: 5,842 shares 5,842 $249K 0.05% +1,020 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,959 shares; 2025Q1: 2,070 shares; 2025Q2: not reported; 2025Q3: 2,082 shares; 2025Q4: 2,210 shares 2,210 $248K 0.05% +128 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,623 shares; 2025Q4: 1,526 shares 1,526 $247K 0.05% -97 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,508 shares; 2025Q1: 6,539 shares; 2025Q2: 6,572 shares; 2025Q3: 6,611 shares; 2025Q4: 6,063 shares 6,063 $246K 0.05% -548 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: 657 shares; 2024Q4: 676 shares; 2025Q1: 702 shares; 2025Q2: 421 shares; 2025Q3: 709 shares; 2025Q4: 428 shares 428 $244K 0.05% -281 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: 2,576 shares; 2024Q4: 2,482 shares; 2025Q1: 2,455 shares; 2025Q2: 1,751 shares; 2025Q3: 2,489 shares; 2025Q4: 1,751 shares 1,751 $241K 0.05% -738 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 1,866 shares; 2025Q4: 1,515 shares 1,515 $241K 0.05% -351 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,146 shares; 2025Q2: 4,383 shares; 2025Q3: 6,687 shares; 2025Q4: 4,111 shares 4,111 $240K 0.05% -2,576 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: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 824 shares 824 $239K 0.05% -11 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: 5,920 shares; 2024Q4: 5,307 shares; 2025Q1: 5,290 shares; 2025Q2: 2,559 shares; 2025Q3: 4,248 shares; 2025Q4: 2,478 shares 2,478 $239K 0.05% -1,770 Timeline FIDU 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: 100 shares; 2024Q4: 101 shares; 2025Q1: 1,588 shares; 2025Q2: not reported; 2025Q3: 2,317 shares; 2025Q4: 2,885 shares 2,885 $238K 0.04% +568 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: 2,031 shares 2,031 $236K 0.04% +3 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 1,291 shares 1,291 $235K 0.04% -25 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 9,862 shares; 2025Q1: 9,888 shares; 2025Q2: 9,267 shares; 2025Q3: 9,410 shares; 2025Q4: 5,658 shares 5,658 $233K 0.04% -3,752 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 795 shares 795 $230K 0.04% +53 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,905 shares; 2025Q1: 3,956 shares; 2025Q2: 4,842 shares; 2025Q3: 4,900 shares; 2025Q4: 4,904 shares 4,904 $230K 0.04% +4 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,501 shares; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 2,474 shares 2,474 $229K 0.04% -47 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,368 shares; 2025Q1: 2,379 shares; 2025Q2: 2,460 shares; 2025Q3: 2,468 shares; 2025Q4: 2,479 shares 2,479 $227K 0.04% +11 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: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,602 shares; 2025Q2: 1,101 shares; 2025Q3: 1,243 shares; 2025Q4: 1,058 shares 1,058 $224K 0.04% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,001 shares; 2025Q3: 13,492 shares; 2025Q4: 13,535 shares 13,535 $223K 0.04% +43 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: 2,660 shares; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 2,330 shares; 2025Q3: 2,677 shares; 2025Q4: 2,319 shares 2,319 $223K 0.04% -358 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,036 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 4,854 shares; 2025Q4: 4,682 shares 4,682 $219K 0.04% -172 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: 5,417 shares; 2024Q4: 5,442 shares; 2025Q1: 5,568 shares; 2025Q2: 5,625 shares; 2025Q3: 5,694 shares; 2025Q4: 5,721 shares 5,721 $217K 0.04% +27 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: 728 shares; 2024Q4: 729 shares; 2025Q1: 698 shares; 2025Q2: 699 shares; 2025Q3: 702 shares; 2025Q4: 715 shares 715 $215K 0.04% +13 Timeline IDEV 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: 2,642 shares; 2025Q4: 2,607 shares 2,607 $215K 0.04% -35 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: 1,656 shares; 2024Q4: 1,556 shares; 2025Q1: 1,601 shares; 2025Q2: 1,316 shares; 2025Q3: 1,799 shares; 2025Q4: 1,336 shares 1,336 $214K 0.04% -463 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: 3,619 shares; 2024Q4: 3,475 shares; 2025Q1: 3,478 shares; 2025Q2: 3,512 shares; 2025Q3: 3,470 shares; 2025Q4: 3,073 shares 3,073 $213K 0.04% -397 Timeline DJIA 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: 11,947 shares; 2024Q4: 12,390 shares; 2025Q1: 12,430 shares; 2025Q2: 12,510 shares; 2025Q3: 12,562 shares; 2025Q4: 9,642 shares 9,642 $212K 0.04% -2,920 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares 3,915 $209K 0.04% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,913 shares; 2025Q1: 7,964 shares; 2025Q2: 8,041 shares; 2025Q3: 8,119 shares; 2025Q4: 8,091 shares 8,091 $208K 0.04% -28 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,317 shares; 2025Q1: 3,320 shares; 2025Q2: 3,324 shares; 2025Q3: 3,381 shares; 2025Q4: 3,332 shares 3,332 $208K 0.04% -49 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,741 shares; 2025Q3: not reported; 2025Q4: 4,741 shares 4,741 $208K 0.04% new 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: 2,787 shares; 2024Q4: 1,547 shares; 2025Q1: 2,212 shares; 2025Q2: 1,447 shares; 2025Q3: 2,162 shares; 2025Q4: 1,447 shares 1,447 $204K 0.04% -715 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: 10,229 shares; 2024Q4: 10,261 shares; 2025Q1: 9,598 shares; 2025Q2: 9,671 shares; 2025Q3: 10,452 shares; 2025Q4: 9,279 shares 9,279 $204K 0.04% -1,173 Timeline BUZZ 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: 6,727 shares; 2025Q4: 6,226 shares 6,226 $202K 0.04% -501 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: 4,575 shares; 2024Q4: 4,588 shares; 2025Q1: 3,713 shares; 2025Q2: 4,692 shares; 2025Q3: 5,261 shares; 2025Q4: 4,229 shares 4,229 $197K 0.04% -1,032 Timeline DIV 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: 10,432 shares; 2024Q4: 10,703 shares; 2025Q1: 10,884 shares; 2025Q2: 11,258 shares; 2025Q3: 11,003 shares; 2025Q4: 11,359 shares 11,359 $197K 0.04% +356 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 12,935 shares; 2025Q1: 12,934 shares; 2025Q2: 12,908 shares; 2025Q3: 13,014 shares; 2025Q4: 13,225 shares 13,225 $194K 0.04% +211 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: 2,076 shares; 2024Q4: 2,083 shares; 2025Q1: 2,610 shares; 2025Q2: 2,016 shares; 2025Q3: 2,613 shares; 2025Q4: 1,958 shares 1,958 $188K 0.04% -655 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: 558 shares; 2024Q4: 558 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 547 shares; 2025Q4: 547 shares 547 $188K 0.04% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,208 shares; 2025Q2: 13,208 shares; 2025Q3: 20,716 shares; 2025Q4: 23,108 shares 23,108 $187K 0.04% +2,392 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,621 shares; 2025Q1: 4,621 shares; 2025Q2: 3,950 shares; 2025Q3: 4,625 shares; 2025Q4: 3,950 shares 3,950 $181K 0.03% -675 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: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,625 shares; 2025Q2: 1,061 shares; 2025Q3: 1,776 shares; 2025Q4: 873 shares 873 $174K 0.03% -903 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 15,372 shares; 2025Q4: 17,595 shares 17,595 $168K 0.03% +2,223 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: 4,432 shares; 2024Q4: 4,032 shares; 2025Q1: 3,170 shares; 2025Q2: 2,206 shares; 2025Q3: 3,366 shares; 2025Q4: 1,763 shares 1,763 $166K 0.03% -1,603 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,576 shares 3,576 $166K 0.03% new Timeline FTXL 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: 1,253 shares; 2024Q4: 1,278 shares; 2025Q1: 1,406 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,257 shares 1,257 $163K 0.03% -222 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,374 shares; 2025Q4: 18,357 shares 18,357 $162K 0.03% +1,983 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,391 shares; 2025Q2: 13,978 shares; 2025Q3: 24,393 shares; 2025Q4: 27,808 shares 27,808 $159K 0.03% +3,415 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL 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: 11,935 shares; 2025Q4: 13,576 shares 13,576 $159K 0.03% +1,641 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO 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: 10,051 shares 10,051 $151K 0.03% new Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 5,656 shares 5,656 $149K 0.03% new Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,865 shares; 2024Q4: 84,865 shares; 2025Q1: 84,865 shares; 2025Q2: 84,865 shares; 2025Q3: 84,865 shares; 2025Q4: 84,865 shares 84,865 $149K 0.03% 0 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 6,944 shares 6,944 $149K 0.03% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 7,662 shares; 2025Q1: 7,774 shares; 2025Q2: 8,829 shares; 2025Q3: 15,103 shares; 2025Q4: 9,730 shares 9,730 $149K 0.03% -5,373 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,309 shares; 2025Q2: not reported; 2025Q3: 17,242 shares; 2025Q4: 11,171 shares 11,171 $146K 0.03% -6,071 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI 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: 15,903 shares; 2025Q4: 15,348 shares 15,348 $145K 0.03% -555 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,155 shares; 2025Q1: 3,191 shares; 2025Q2: 3,249 shares; 2025Q3: 3,837 shares; 2025Q4: 3,275 shares 3,275 $145K 0.03% -562 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,122 shares; 2025Q4: 18,526 shares 18,526 $145K 0.03% +2,404 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,022 shares; 2025Q1: 3,178 shares; 2025Q2: 2,095 shares; 2025Q3: 3,256 shares; 2025Q4: 1,813 shares 1,813 $145K 0.03% -1,443 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,129 shares; 2025Q2: 15,129 shares; 2025Q3: 27,041 shares; 2025Q4: 30,924 shares 30,924 $144K 0.03% +3,883 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,541 shares 10,541 $140K 0.03% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,587 shares; 2025Q4: 11,987 shares 11,987 $137K 0.03% -1,600 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,944 shares; 2024Q4: 6,944 shares; 2025Q1: 6,944 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,444 shares 5,444 $136K 0.03% 0 Timeline ESML 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: 2,890 shares; 2025Q4: 2,890 shares 2,890 $133K 0.03% 0 Timeline FXD 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: 2,866 shares; 2024Q4: 2,898 shares; 2025Q1: 3,050 shares; 2025Q2: 2,291 shares; 2025Q3: 3,140 shares; 2025Q4: 1,916 shares 1,916 $131K 0.02% -1,224 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 4,160 shares; 2025Q2: 5,135 shares; 2025Q3: 6,582 shares; 2025Q4: 5,475 shares 5,475 $130K 0.02% -1,107 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 2,967 shares; 2025Q1: 2,977 shares; 2025Q2: 3,015 shares; 2025Q3: 3,033 shares; 2025Q4: 3,119 shares 3,119 $123K 0.02% +86 Timeline ARTY 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: 2,468 shares; 2025Q4: 2,468 shares 2,468 $119K 0.02% 0 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: 1,054 shares; 2024Q4: 966 shares; 2025Q1: 971 shares; 2025Q2: 1,238 shares; 2025Q3: 1,305 shares; 2025Q4: 1,206 shares 1,206 $115K 0.02% -99 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,690 shares; 2025Q2: 1,612 shares; 2025Q3: 1,705 shares; 2025Q4: 1,627 shares 1,627 $113K 0.02% -78 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 2,997 shares; 2025Q2: 2,779 shares; 2025Q3: 3,121 shares; 2025Q4: 2,596 shares 2,596 $107K 0.02% -525 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: 2,120 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,123 shares 2,123 $107K 0.02% +1 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 1,084 shares; 2025Q2: 757 shares; 2025Q3: 1,085 shares; 2025Q4: 757 shares 757 $105K 0.02% -328 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME 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: 23,850 shares; 2025Q2: 23,891 shares; 2025Q3: 39,713 shares; 2025Q4: 32,080 shares 32,080 $105K 0.02% -7,633 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: 1,920 shares; 2024Q4: 1,925 shares; 2025Q1: 1,871 shares; 2025Q2: 1,294 shares; 2025Q3: 1,588 shares; 2025Q4: 1,453 shares 1,453 $104K 0.02% -135 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: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,261 shares; 2025Q2: 1,198 shares; 2025Q3: 1,293 shares; 2025Q4: 508 shares 508 $101K 0.02% -785 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: 1,774 shares; 2024Q4: 1,776 shares; 2025Q1: 1,840 shares; 2025Q2: 1,175 shares; 2025Q3: 2,019 shares; 2025Q4: 871 shares 871 $99.2K 0.02% -1,148 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: 536 shares; 2024Q4: 537 shares; 2025Q1: 743 shares; 2025Q2: 364 shares; 2025Q3: 835 shares; 2025Q4: 385 shares 385 $96.3K 0.02% -450 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: 1,364 shares; 2024Q4: 1,365 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 1,378 shares; 2025Q4: 814 shares 814 $94.7K 0.02% -564 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: 1,380 shares; 2024Q4: 1,365 shares; 2025Q1: 1,546 shares; 2025Q2: 1,198 shares; 2025Q3: 1,558 shares; 2025Q4: 1,175 shares 1,175 $92.6K 0.02% -383 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: 316 shares; 2024Q4: 310 shares; 2025Q1: 404 shares; 2025Q2: 377 shares; 2025Q3: 516 shares; 2025Q4: 373 shares 373 $91.8K 0.02% -143 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 236 shares; 2025Q3: 246 shares; 2025Q4: 237 shares 237 $91.7K 0.02% -9 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 571 shares; 2025Q2: 471 shares; 2025Q3: 487 shares; 2025Q4: 471 shares 471 $91.2K 0.02% -16 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: 2,995 shares; 2024Q4: 1,961 shares; 2025Q1: 1,958 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,903 shares 1,903 $90.8K 0.02% -55 Timeline IDNA 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: 3,400 shares; 2025Q4: 3,412 shares 3,412 $89.4K 0.02% +12 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares 770 $87.6K 0.02% 0 Timeline IYJ 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: 626 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 580 shares; 2025Q3: 581 shares; 2025Q4: 582 shares 582 $86.2K 0.02% +1 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,798 shares; 2025Q4: 10,883 shares 10,883 $83.4K 0.02% -2,915 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: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares 1,571 $80.9K 0.02% 0 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: 1,134 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,185 shares 1,185 $79.6K 0.02% +18 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: 2,792 shares; 2024Q4: 2,675 shares; 2025Q1: 2,608 shares; 2025Q2: 693 shares; 2025Q3: 2,262 shares; 2025Q4: 790 shares 790 $78.9K 0.01% -1,472 Timeline KBWD 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: 6,803 shares; 2024Q4: 7,490 shares; 2025Q1: 7,520 shares; 2025Q2: 7,520 shares; 2025Q3: 6,409 shares; 2025Q4: 5,691 shares 5,691 $77.8K 0.01% -718 Timeline MXI 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: 2,744 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 996 shares; 2025Q3: 796 shares; 2025Q4: 802 shares 802 $77.5K 0.01% +6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,357 shares 1,357 $74.2K 0.01% +19 Timeline ALTY GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 6,922 shares; 2025Q1: 6,961 shares; 2025Q2: 6,447 shares; 2025Q3: 6,063 shares; 2025Q4: 6,197 shares 6,197 $73.9K 0.01% +134 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: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,741 shares; 2025Q4: 1,182 shares 1,182 $68.7K 0.01% -559 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares 1,570 $68.2K 0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,058 shares; 2025Q1: 1,062 shares; 2025Q2: 1,069 shares; 2025Q3: 1,076 shares; 2025Q4: 1,088 shares 1,088 $64.9K 0.01% +12 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: 533 shares; 2024Q4: 534 shares; 2025Q1: 1,291 shares; 2025Q2: 303 shares; 2025Q3: 1,292 shares; 2025Q4: 303 shares 303 $64.2K 0.01% -989 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: 4,538 shares; 2024Q4: 4,569 shares; 2025Q1: 4,316 shares; 2025Q2: 2,410 shares; 2025Q3: 4,369 shares; 2025Q4: 2,059 shares 2,059 $63.8K 0.01% -2,310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,042 shares 1,042 $63.4K 0.01% -775 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: 752 shares; 2024Q4: 760 shares; 2025Q1: 764 shares; 2025Q2: 770 shares; 2025Q3: 776 shares; 2025Q4: 784 shares 784 $63.3K 0.01% +8 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,206 shares; 2025Q1: 4,207 shares; 2025Q2: 2,602 shares; 2025Q3: 2,604 shares; 2025Q4: 2,606 shares 2,606 $60K 0.01% +2 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: 1,533 shares; 2024Q4: 1,537 shares; 2025Q1: 1,183 shares; 2025Q2: 1,187 shares; 2025Q3: 1,123 shares; 2025Q4: 1,128 shares 1,128 $59.6K 0.01% +5 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: 1,180 shares; 2024Q4: 2,382 shares; 2025Q1: 2,393 shares; 2025Q2: 2,409 shares; 2025Q3: 2,904 shares; 2025Q4: 2,446 shares 2,446 $59.6K 0.01% -458 Timeline EWU 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: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares 1,325 $58.3K 0.01% 0 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: 2,262 shares; 2024Q4: 2,268 shares; 2025Q1: 2,273 shares; 2025Q2: 599 shares; 2025Q3: 2,282 shares; 2025Q4: 602 shares 602 $55.5K 0.01% -1,680 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 1,041 shares; 2025Q4: 751 shares 751 $55.2K 0.01% -290 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 34,141 shares; 2025Q1: 34,141 shares; 2025Q2: 34,141 shares; 2025Q3: 34,141 shares; 2025Q4: 18,741 shares 18,741 $54.7K 0.01% -15,400 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 409 shares; 2025Q3: 546 shares; 2025Q4: 409 shares 409 $53.8K 0.01% -137 Timeline RSPG 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: 650 shares; 2024Q4: 654 shares; 2025Q1: 658 shares; 2025Q2: 662 shares; 2025Q3: 667 shares; 2025Q4: 671 shares 671 $53.4K 0.01% +4 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: 828 shares; 2024Q4: 832 shares; 2025Q1: 749 shares; 2025Q2: 247 shares; 2025Q3: 595 shares; 2025Q4: 497 shares 497 $53.2K 0.01% -98 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: 709 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 520 shares; 2025Q3: 522 shares; 2025Q4: 471 shares 471 $51.7K 0.01% -51 Timeline IGV 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: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 485 shares; 2025Q3: 995 shares; 2025Q4: 485 shares 485 $51.3K 0.01% -510 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: 504 shares; 2024Q4: 508 shares; 2025Q1: 509 shares; 2025Q2: 511 shares; 2025Q3: 513 shares; 2025Q4: 515 shares 515 $50.7K 0.01% +2 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: 1,202 shares; 2024Q4: 1,204 shares; 2025Q1: 1,070 shares; 2025Q2: 989 shares; 2025Q3: 991 shares; 2025Q4: 992 shares 992 $50.5K 0.01% +1 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,141 shares; 2025Q1: 1,304 shares; 2025Q2: 783 shares; 2025Q3: 1,305 shares; 2025Q4: 784 shares 784 $48.7K 0.01% -521 Timeline WTPI 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 594 shares; 2025Q4: 1,433 shares 1,433 $47.3K 0.01% +839 Timeline SRET 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: 4,321 shares; 2024Q4: 3,515 shares; 2025Q1: 2,047 shares; 2025Q2: 2,087 shares; 2025Q3: 2,586 shares; 2025Q4: 2,166 shares 2,166 $47.2K 0.01% -420 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: 489 shares; 2024Q4: 340 shares; 2025Q1: 349 shares; 2025Q2: 340 shares; 2025Q3: 280 shares; 2025Q4: 145 shares 145 $45.7K 0.01% -135 Timeline FVC 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: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares 1,248 $45.4K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 259 shares; 2025Q2: 209 shares; 2025Q3: 222 shares; 2025Q4: 209 shares 209 $44.2K 0.01% -13 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: 575 shares; 2024Q4: 546 shares; 2025Q1: 606 shares; 2025Q2: 546 shares; 2025Q3: 620 shares; 2025Q4: 560 shares 560 $43.6K 0.01% -60 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 304 shares 304 $42.9K 0.01% +10 Timeline GRNB 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: 1,360 shares; 2025Q4: 1,750 shares 1,750 $42.6K 0.01% +390 Timeline IAI 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 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 235 shares 235 $42.1K 0.01% +1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 1,804 shares; 2025Q2: 450 shares; 2025Q3: 1,815 shares; 2025Q4: 922 shares 922 $41.8K 0.01% -893 Timeline FCG 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $41K 0.01% 0 Timeline EIPI 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: 1,700 shares; 2025Q2: 1,740 shares; 2025Q3: 5,348 shares; 2025Q4: 2,008 shares 2,008 $39.9K 0.01% -3,340 Timeline SMLF 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: 695 shares; 2024Q4: 697 shares; 2025Q1: 698 shares; 2025Q2: 700 shares; 2025Q3: 701 shares; 2025Q4: 502 shares 502 $37.6K 0.01% -199 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: 504 shares; 2024Q4: 551 shares; 2025Q1: 624 shares; 2025Q2: 406 shares; 2025Q3: 648 shares; 2025Q4: 419 shares 419 $37.1K 0.01% -229 Timeline IGLB 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: 909 shares; 2024Q4: 767 shares; 2025Q1: 743 shares; 2025Q2: 710 shares; 2025Q3: 761 shares; 2025Q4: 732 shares 732 $36.9K 0.01% -29 Timeline MDIV 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: 2,532 shares; 2024Q4: 2,561 shares; 2025Q1: 2,223 shares; 2025Q2: 2,252 shares; 2025Q3: 2,280 shares; 2025Q4: 2,312 shares 2,312 $36.3K 0.01% +32 Timeline IXG 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $36.2K 0.01% 0 Timeline OIH 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: 183 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 123 shares 123 $35K 0.01% -3 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: 531 shares; 2024Q4: 532 shares; 2025Q1: 728 shares; 2025Q2: 438 shares; 2025Q3: 729 shares; 2025Q4: 438 shares 438 $34K 0.01% -291 Timeline PCY 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: 1,476 shares; 2024Q4: 1,486 shares; 2025Q1: 1,497 shares; 2025Q2: 1,507 shares; 2025Q3: 1,517 shares; 2025Q4: 1,526 shares 1,526 $33.1K 0.01% +9 Timeline PIE 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: 2,738 shares; 2024Q4: 2,668 shares; 2025Q1: 1,607 shares; 2025Q2: 1,422 shares; 2025Q3: 2,498 shares; 2025Q4: 1,366 shares 1,366 $32.3K 0.01% -1,132 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 206 shares; 2025Q2: 106 shares; 2025Q3: 208 shares; 2025Q4: 107 shares 107 $31.8K 0.01% -101 Timeline DGS 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $31.8K 0.01% 0 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: 2,509 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares 709 $31.3K 0.01% 0 Timeline IAT 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: 526 shares; 2024Q4: 530 shares; 2025Q1: 532 shares; 2025Q2: 535 shares; 2025Q3: 538 shares; 2025Q4: 542 shares 542 $29.9K 0.01% +4 Timeline IXN 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 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $29.6K 0.01% 0 Timeline HEDJ 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 418 shares; 2025Q2: 475 shares; 2025Q3: 533 shares; 2025Q4: 533 shares 533 $28.3K 0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 326 shares; 2025Q3: 336 shares; 2025Q4: 326 shares 326 $27.2K 0.01% -10 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 321 shares; 2025Q4: 320 shares 320 $27.1K 0.01% -1 Timeline IFV 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: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 938 shares; 2025Q2: 1,001 shares; 2025Q3: 1,626 shares; 2025Q4: 1,075 shares 1,075 $26.7K 0.01% -551 Timeline PGX 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: 2,518 shares; 2024Q4: 2,549 shares; 2025Q1: 2,580 shares; 2025Q2: 2,611 shares; 2025Q3: 2,217 shares; 2025Q4: 2,245 shares 2,245 $25.2K <0.01% +28 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: 228 shares; 2024Q4: 230 shares; 2025Q1: 231 shares; 2025Q2: 257 shares; 2025Q3: 313 shares; 2025Q4: 259 shares 259 $25K <0.01% -54 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $24.5K <0.01% 0 Timeline IYE 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $23.8K <0.01% 0 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: 421 shares; 2024Q4: 262 shares; 2025Q1: 2,186 shares; 2025Q2: 131 shares; 2025Q3: 2,243 shares; 2025Q4: 319 shares 319 $23.6K <0.01% -1,924 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: 520 shares; 2024Q4: 542 shares; 2025Q1: 526 shares; 2025Q2: 370 shares; 2025Q3: 743 shares; 2025Q4: 270 shares 270 $23.6K <0.01% -473 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,082 shares; 2025Q1: 1,085 shares; 2025Q2: 1,088 shares; 2025Q3: 1,092 shares; 2025Q4: 1,094 shares 1,094 $22.8K <0.01% +2 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 354 shares; 2025Q4: 354 shares 354 $21.3K <0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares 680 $18.6K <0.01% 0 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: 483 shares; 2024Q4: 487 shares; 2025Q1: 489 shares; 2025Q2: 144 shares; 2025Q3: 511 shares; 2025Q4: 144 shares 144 $18.1K <0.01% -367 Timeline EFAS 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: 906 shares; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares 906 $17.6K <0.01% 0 Timeline DOL 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 214 shares; 2025Q2: 237 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $17.5K <0.01% 0 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 101 shares 101 $16.9K <0.01% +19 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 165 shares 165 $16.8K <0.01% +77 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares 120 $16.7K <0.01% 0 Timeline FENY 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $16.6K <0.01% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227 shares 227 $16.3K <0.01% new Timeline IYC 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: 157 shares; 2024Q4: 157 shares; 2025Q1: 553 shares; 2025Q2: 158 shares; 2025Q3: 554 shares; 2025Q4: 158 shares 158 $16.3K <0.01% -396 Timeline SHYG 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: 345 shares; 2024Q4: 353 shares; 2025Q1: 358 shares; 2025Q2: 364 shares; 2025Q3: 528 shares; 2025Q4: 379 shares 379 $16.3K <0.01% -149 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares 115 $15.7K <0.01% 0 Timeline RWR 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares 155 $15.2K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317 $15.2K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 331 shares 331 $15K <0.01% +197 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares 106 $14.6K <0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares 44 $14.2K <0.01% new Timeline SKYY 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: 492 shares; 2024Q4: 533 shares; 2025Q1: 1,170 shares; 2025Q2: 106 shares; 2025Q3: 1,220 shares; 2025Q4: 106 shares 106 $13.9K <0.01% -1,114 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 529 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 152 shares 152 $13.6K <0.01% -360 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,575 shares; 2025Q2: 200 shares; 2025Q3: 2,554 shares; 2025Q4: 200 shares 200 $13K <0.01% -2,354 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $12.6K <0.01% 0 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: 107 shares; 2024Q4: 107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 125 shares 125 $12.3K <0.01% -702 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $12.2K <0.01% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares 240 $11.7K <0.01% new Timeline CGW 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: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares 184 $11.6K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 69 shares; 2025Q3: 597 shares; 2025Q4: 69 shares 69 $11.6K <0.01% -528 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: 327 shares; 2024Q4: 327 shares; 2025Q1: 257 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 159 shares 159 $11.6K <0.01% -257 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: 82 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $11.5K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 774 shares; 2025Q1: 776 shares; 2025Q2: 110 shares; 2025Q3: 891 shares; 2025Q4: 110 shares 110 $11.3K <0.01% -781 Timeline