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: 33,293 shares; 2024Q4: 34,980 shares; 2025Q1: 35,661 shares; 2025Q2: 36,765 shares; 2025Q3: 65,268 shares; 2025Q4: 84,156 shares 84,156 $22.9M 2.55% +18,888 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: 36,743 shares; 2024Q4: 165,335 shares; 2025Q1: 183,736 shares; 2025Q2: 204,293 shares; 2025Q3: 272,043 shares; 2025Q4: 284,720 shares 284,720 $22.8M 2.54% +12,677 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: 32,722 shares; 2024Q4: 32,493 shares; 2025Q1: 32,099 shares; 2025Q2: 29,547 shares; 2025Q3: 28,530 shares; 2025Q4: 28,133 shares 28,133 $19.2M 2.14% -397 Timeline EEMA 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: not reported; 2024Q4: 10,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,883 shares 168,883 $15.9M 1.77% new Timeline TTEQ 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: not reported; 2025Q4: 474,914 shares 474,914 $15.4M 1.72% new 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: 217,330 shares; 2025Q2: 225,902 shares; 2025Q3: 452,912 shares; 2025Q4: 514,984 shares 514,984 $13.7M 1.53% +62,072 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,103 shares; 2024Q4: 13,114 shares; 2025Q1: 13,225 shares; 2025Q2: 10,324 shares; 2025Q3: 294,910 shares; 2025Q4: 285,091 shares 285,091 $13.4M 1.49% -9,819 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: 25,246 shares; 2024Q4: 26,963 shares; 2025Q1: 29,540 shares; 2025Q2: 38,307 shares; 2025Q3: 48,371 shares; 2025Q4: 70,860 shares 70,860 $13.2M 1.47% +22,489 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,376 shares; 2024Q4: 93,068 shares; 2025Q1: 97,623 shares; 2025Q2: 109,233 shares; 2025Q3: 115,867 shares; 2025Q4: 117,913 shares 117,913 $13.2M 1.47% +2,046 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: 29,915 shares; 2024Q4: 24,078 shares; 2025Q1: 24,145 shares; 2025Q2: 15,668 shares; 2025Q3: 17,123 shares; 2025Q4: 18,950 shares 18,950 $13M 1.44% +1,827 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: 5,454 shares; 2024Q4: 4,803 shares; 2025Q1: 4,164 shares; 2025Q2: 45,102 shares; 2025Q3: 135,812 shares; 2025Q4: 152,980 shares 152,980 $12.6M 1.4% +17,168 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: 235,386 shares; 2024Q4: 274,238 shares; 2025Q1: 284,007 shares; 2025Q2: 309,269 shares; 2025Q3: 387,189 shares; 2025Q4: 476,536 shares 476,536 $12.3M 1.37% +89,347 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,115 shares; 2025Q2: 14,578 shares; 2025Q3: 723,508 shares; 2025Q4: 742,539 shares 742,539 $11M 1.22% +19,031 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,359 shares; 2025Q1: 8,016 shares; 2025Q2: 7,418 shares; 2025Q3: 15,890 shares; 2025Q4: 17,465 shares 17,465 $10.7M 1.19% +1,575 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,847 shares; 2025Q4: 113,927 shares 113,927 $10.4M 1.16% -1,920 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: 156,843 shares; 2024Q4: 177,734 shares; 2025Q1: 176,164 shares; 2025Q2: 173,795 shares; 2025Q3: 179,344 shares; 2025Q4: 212,563 shares 212,563 $9.79M 1.09% +33,219 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: 14,016 shares; 2024Q4: 14,530 shares; 2025Q1: 14,762 shares; 2025Q2: 16,513 shares; 2025Q3: 23,383 shares; 2025Q4: 28,838 shares 28,838 $9.67M 1.08% +5,455 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: 31,724 shares; 2024Q4: 58,956 shares; 2025Q1: 66,123 shares; 2025Q2: 82,426 shares; 2025Q3: 88,548 shares; 2025Q4: 91,598 shares 91,598 $9.34M 1.04% +3,050 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: 13,868 shares; 2024Q4: 14,736 shares; 2025Q1: 15,351 shares; 2025Q2: 16,262 shares; 2025Q3: 16,819 shares; 2025Q4: 19,067 shares 19,067 $9.22M 1.03% +2,248 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 21,549 shares; 2025Q1: 26,188 shares; 2025Q2: 28,327 shares; 2025Q3: 149,345 shares; 2025Q4: 153,404 shares 153,404 $9.19M 1.02% +4,059 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: 72,164 shares; 2024Q4: 53,943 shares; 2025Q1: 60,256 shares; 2025Q2: 103,766 shares; 2025Q3: 114,021 shares; 2025Q4: 129,947 shares 129,947 $9.03M 1% +15,926 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: 1,813 shares; 2024Q4: 2,306 shares; 2025Q1: 2,701 shares; 2025Q2: 2,755 shares; 2025Q3: 15,942 shares; 2025Q4: 17,053 shares 17,053 $8.32M 0.93% +1,111 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: 27,035 shares; 2024Q4: 27,242 shares; 2025Q1: 75,240 shares; 2025Q2: 72,223 shares; 2025Q3: 72,750 shares; 2025Q4: 90,259 shares 90,259 $8.07M 0.9% +17,509 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: 10,233 shares; 2024Q4: 11,178 shares; 2025Q1: 16,629 shares; 2025Q2: 20,422 shares; 2025Q3: 22,818 shares; 2025Q4: 37,693 shares 37,693 $7.99M 0.89% +14,875 Timeline AVDE 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: 128,414 shares; 2024Q4: 83,874 shares; 2025Q1: 85,494 shares; 2025Q2: 91,216 shares; 2025Q3: 95,233 shares; 2025Q4: 96,391 shares 96,391 $7.93M 0.88% +1,158 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: 99,180 shares; 2024Q4: 95,975 shares; 2025Q1: 117,185 shares; 2025Q2: 109,837 shares; 2025Q3: 107,273 shares; 2025Q4: 84,867 shares 84,867 $7.85M 0.87% -22,406 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 10,534 shares; 2025Q1: 8,912 shares; 2025Q2: not reported; 2025Q3: 232,693 shares; 2025Q4: 311,137 shares 311,137 $7.83M 0.87% +78,444 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,905 shares; 2024Q4: 31,690 shares; 2025Q1: 32,830 shares; 2025Q2: 32,544 shares; 2025Q3: 37,517 shares; 2025Q4: 40,398 shares 40,398 $7.74M 0.86% +2,881 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: 20,213 shares; 2024Q4: 21,257 shares; 2025Q1: 24,808 shares; 2025Q2: 29,721 shares; 2025Q3: 30,872 shares; 2025Q4: 33,346 shares 33,346 $7.7M 0.86% +2,474 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,315 shares; 2025Q4: 79,729 shares 79,729 $7.65M 0.85% +414 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: 102,118 shares; 2024Q4: 89,375 shares; 2025Q1: 94,896 shares; 2025Q2: 105,604 shares; 2025Q3: 116,950 shares; 2025Q4: 133,235 shares 133,235 $7.57M 0.84% +16,285 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,948 shares; 2024Q4: 88,565 shares; 2025Q1: 183,650 shares; 2025Q2: 183,701 shares; 2025Q3: 195,241 shares; 2025Q4: 218,784 shares 218,784 $7.5M 0.83% +23,543 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: 116,530 shares; 2024Q4: 130,846 shares; 2025Q1: 148,349 shares; 2025Q2: 152,530 shares; 2025Q3: 151,448 shares; 2025Q4: 157,261 shares 157,261 $7.32M 0.81% +5,813 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,704 shares; 2024Q4: 19,120 shares; 2025Q1: 98,842 shares; 2025Q2: 106,698 shares; 2025Q3: 125,633 shares; 2025Q4: 136,527 shares 136,527 $7.2M 0.8% +10,894 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: 48,032 shares; 2024Q4: 47,977 shares; 2025Q1: 50,214 shares; 2025Q2: 51,917 shares; 2025Q3: 54,026 shares; 2025Q4: 57,305 shares 57,305 $7.06M 0.79% +3,279 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468,606 shares; 2025Q4: 453,867 shares 453,867 $6.96M 0.77% -14,739 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 74,254 shares; 2025Q1: 81,943 shares; 2025Q2: 89,890 shares; 2025Q3: 90,703 shares; 2025Q4: 94,709 shares 94,709 $6.85M 0.76% +4,006 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: 71,105 shares; 2024Q4: 72,814 shares; 2025Q1: 77,450 shares; 2025Q2: 82,653 shares; 2025Q3: 96,247 shares; 2025Q4: 112,315 shares 112,315 $6.83M 0.76% +16,068 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,778 shares; 2025Q2: 23,596 shares; 2025Q3: 108,446 shares; 2025Q4: 107,753 shares 107,753 $6.78M 0.75% -693 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: 13,874 shares; 2024Q4: 15,523 shares; 2025Q1: 14,125 shares; 2025Q2: 89,258 shares; 2025Q3: 118,274 shares; 2025Q4: 149,353 shares 149,353 $6.63M 0.74% +31,079 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: 24,235 shares; 2024Q4: 23,444 shares; 2025Q1: 25,814 shares; 2025Q2: 53,616 shares; 2025Q3: 55,817 shares; 2025Q4: 57,999 shares 57,999 $6.19M 0.69% +2,182 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: 20,953 shares; 2024Q4: 23,483 shares; 2025Q1: 73,486 shares; 2025Q2: 107,722 shares; 2025Q3: 101,662 shares; 2025Q4: 89,073 shares 89,073 $5.99M 0.67% -12,589 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: 10,615 shares; 2024Q4: 10,872 shares; 2025Q1: 12,249 shares; 2025Q2: 12,242 shares; 2025Q3: 12,378 shares; 2025Q4: 19,126 shares 19,126 $5.99M 0.67% +6,748 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,551 shares; 2024Q4: 14,801 shares; 2025Q1: 106,766 shares; 2025Q2: 117,647 shares; 2025Q3: 137,953 shares; 2025Q4: 146,948 shares 146,948 $5.63M 0.63% +8,995 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,600 shares; 2024Q4: 55,553 shares; 2025Q1: 58,588 shares; 2025Q2: 65,829 shares; 2025Q3: 69,179 shares; 2025Q4: 70,025 shares 70,025 $5.39M 0.6% +846 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: 28,263 shares; 2024Q4: 28,424 shares; 2025Q1: 29,194 shares; 2025Q2: 30,700 shares; 2025Q3: 24,881 shares; 2025Q4: 27,392 shares 27,392 $5.23M 0.58% +2,511 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 8,288 shares; 2025Q1: 8,991 shares; 2025Q2: 11,248 shares; 2025Q3: 11,904 shares; 2025Q4: 12,296 shares 12,296 $5.08M 0.56% +392 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: not reported; 2024Q4: not reported; 2025Q1: 4,342 shares; 2025Q2: 6,784 shares; 2025Q3: 13,485 shares; 2025Q4: 14,667 shares 14,667 $5.03M 0.56% +1,182 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,349 shares; 2024Q4: 37,971 shares; 2025Q1: 47,893 shares; 2025Q2: 45,409 shares; 2025Q3: 48,637 shares; 2025Q4: 50,669 shares 50,669 $4.91M 0.55% +2,032 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: 53,661 shares; 2024Q4: 58,808 shares; 2025Q1: 46,200 shares; 2025Q2: 78,011 shares; 2025Q3: 71,511 shares; 2025Q4: 68,493 shares 68,493 $4.89M 0.54% -3,018 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: 4,292 shares; 2024Q4: 4,336 shares; 2025Q1: 4,132 shares; 2025Q2: 4,723 shares; 2025Q3: 5,231 shares; 2025Q4: 10,722 shares 10,722 $4.82M 0.54% +5,491 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,363 shares; 2024Q4: 14,142 shares; 2025Q1: 21,888 shares; 2025Q2: 26,993 shares; 2025Q3: 35,938 shares; 2025Q4: 108,379 shares 108,379 $4.73M 0.53% +72,441 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: 48,812 shares; 2024Q4: 49,087 shares; 2025Q1: 48,969 shares; 2025Q2: 50,930 shares; 2025Q3: 61,932 shares; 2025Q4: 50,068 shares 50,068 $4.71M 0.52% -11,864 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: 9,292 shares; 2024Q4: 10,345 shares; 2025Q1: 9,819 shares; 2025Q2: 10,712 shares; 2025Q3: 10,561 shares; 2025Q4: 20,720 shares 20,720 $4.55M 0.51% +10,159 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: 1,782 shares; 2024Q4: 1,842 shares; 2025Q1: 3,860 shares; 2025Q2: 15,695 shares; 2025Q3: 10,236 shares; 2025Q4: 29,935 shares 29,935 $4.31M 0.48% +19,699 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: 37,297 shares; 2024Q4: 37,657 shares; 2025Q1: 37,912 shares; 2025Q2: 36,259 shares; 2025Q3: 36,520 shares; 2025Q4: 35,588 shares 35,588 $4.28M 0.48% -932 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,656 shares 83,656 $4.23M 0.47% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,353 shares; 2025Q1: 1,380 shares; 2025Q2: 1,752 shares; 2025Q3: 1,972 shares; 2025Q4: 4,886 shares 4,886 $4.21M 0.47% +2,914 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,695 shares; 2024Q4: 20,166 shares; 2025Q1: 21,589 shares; 2025Q2: 19,455 shares; 2025Q3: 18,261 shares; 2025Q4: 83,503 shares 83,503 $4.17M 0.46% +65,242 Timeline CVIE 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: 43,605 shares; 2025Q3: 56,986 shares; 2025Q4: 58,494 shares 58,494 $4.17M 0.46% +1,508 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162,429 shares; 2025Q2: 166,853 shares; 2025Q3: 169,378 shares; 2025Q4: 154,849 shares 154,849 $4.06M 0.45% -14,529 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: 2,494 shares; 2024Q4: 7,916 shares; 2025Q1: 9,803 shares; 2025Q2: 21,930 shares; 2025Q3: 26,267 shares; 2025Q4: 26,126 shares 26,126 $4.04M 0.45% -141 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: 4,021 shares; 2024Q4: 4,211 shares; 2025Q1: 4,145 shares; 2025Q2: 4,714 shares; 2025Q3: 5,194 shares; 2025Q4: 5,977 shares 5,977 $3.95M 0.44% +783 Timeline VOTE TCW ETF TRUST More: the full row for TCW 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: 33,955 shares; 2025Q3: 47,588 shares; 2025Q4: 48,962 shares 48,962 $3.93M 0.44% +1,374 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,787 shares; 2025Q4: 77,366 shares 77,366 $3.9M 0.43% +7,579 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,282 shares; 2024Q4: 39,053 shares; 2025Q1: 45,760 shares; 2025Q2: 66,736 shares; 2025Q3: 85,085 shares; 2025Q4: 87,146 shares 87,146 $3.86M 0.43% +2,061 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,201 shares; 2024Q4: 82,384 shares; 2025Q1: 89,765 shares; 2025Q2: 95,798 shares; 2025Q3: 107,500 shares; 2025Q4: 114,081 shares 114,081 $3.86M 0.43% +6,581 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,819 shares; 2024Q4: 42,754 shares; 2025Q1: 42,502 shares; 2025Q2: 41,752 shares; 2025Q3: 41,509 shares; 2025Q4: 41,675 shares 41,675 $3.81M 0.42% +166 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: 6,624 shares; 2024Q4: 19,427 shares; 2025Q1: not reported; 2025Q2: 4,751 shares; 2025Q3: 32,701 shares; 2025Q4: 78,930 shares 78,930 $3.69M 0.41% +46,229 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,594 shares; 2024Q4: 37,434 shares; 2025Q1: 40,519 shares; 2025Q2: 39,060 shares; 2025Q3: 44,237 shares; 2025Q4: 48,774 shares 48,774 $3.68M 0.41% +4,537 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,573 shares; 2025Q3: 149,630 shares; 2025Q4: 172,841 shares 172,841 $3.67M 0.41% +23,211 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: 21,946 shares; 2024Q4: 23,183 shares; 2025Q1: 25,122 shares; 2025Q2: 29,967 shares; 2025Q3: 29,728 shares; 2025Q4: 17,243 shares 17,243 $3.42M 0.38% -12,485 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: not reported; 2024Q4: 5,452 shares; 2025Q1: 5,933 shares; 2025Q2: 7,456 shares; 2025Q3: 7,950 shares; 2025Q4: 13,127 shares 13,127 $3.29M 0.37% +5,177 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: 5,367 shares; 2024Q4: 5,387 shares; 2025Q1: 7,364 shares; 2025Q2: 7,599 shares; 2025Q3: 13,152 shares; 2025Q4: 54,254 shares 54,254 $3.15M 0.35% +41,102 Timeline SPYD 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: 66,989 shares; 2024Q4: 66,576 shares; 2025Q1: 66,806 shares; 2025Q2: 70,058 shares; 2025Q3: 72,711 shares; 2025Q4: 72,488 shares 72,488 $3.14M 0.35% -223 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: 1,740 shares; 2024Q4: 1,516 shares; 2025Q1: 1,585 shares; 2025Q2: 2,349 shares; 2025Q3: 2,362 shares; 2025Q4: 7,897 shares 7,897 $3.13M 0.35% +5,535 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: 5,895 shares; 2024Q4: 6,734 shares; 2025Q1: 18,019 shares; 2025Q2: 22,763 shares; 2025Q3: 27,364 shares; 2025Q4: 30,730 shares 30,730 $3.12M 0.35% +3,366 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,618 shares; 2024Q4: 88,054 shares; 2025Q1: 127,488 shares; 2025Q2: 148,369 shares; 2025Q3: 174,543 shares; 2025Q4: 108,117 shares 108,117 $3.12M 0.35% -66,426 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: 16,158 shares; 2024Q4: 14,954 shares; 2025Q1: 36,563 shares; 2025Q2: 36,845 shares; 2025Q3: 38,229 shares; 2025Q4: 43,058 shares 43,058 $3.08M 0.34% +4,829 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: 26,512 shares; 2024Q4: 28,886 shares; 2025Q1: 25,285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,624 shares 41,624 $3.03M 0.34% new 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: 3,222 shares; 2024Q4: 3,747 shares; 2025Q1: 5,432 shares; 2025Q2: 6,952 shares; 2025Q3: 7,603 shares; 2025Q4: 9,595 shares 9,595 $3.01M 0.34% +1,992 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS 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: 552,930 shares; 2025Q4: 539,245 shares 539,245 $2.99M 0.33% -13,685 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: 62,527 shares; 2024Q4: 66,159 shares; 2025Q1: 67,269 shares; 2025Q2: 66,288 shares; 2025Q3: 63,159 shares; 2025Q4: 59,256 shares 59,256 $2.98M 0.33% -3,903 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: 35,016 shares; 2024Q4: 35,865 shares; 2025Q1: 29,898 shares; 2025Q2: 29,702 shares; 2025Q3: 30,472 shares; 2025Q4: 33,928 shares 33,928 $2.92M 0.33% +3,456 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: 14,318 shares; 2024Q4: 13,684 shares; 2025Q1: 11,367 shares; 2025Q2: 10,327 shares; 2025Q3: 10,357 shares; 2025Q4: 10,449 shares 10,449 $2.81M 0.31% +92 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 25,433 shares; 2025Q1: 26,068 shares; 2025Q2: 25,940 shares; 2025Q3: 26,243 shares; 2025Q4: 27,452 shares 27,452 $2.81M 0.31% +1,209 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: 22,501 shares; 2024Q4: 32,251 shares; 2025Q1: 35,226 shares; 2025Q2: 36,327 shares; 2025Q3: 47,398 shares; 2025Q4: 56,112 shares 56,112 $2.78M 0.31% +8,714 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,772 shares; 2024Q4: 68,275 shares; 2025Q1: 118,967 shares; 2025Q2: 82,263 shares; 2025Q3: 90,259 shares; 2025Q4: 77,217 shares 77,217 $2.73M 0.3% -13,042 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,255 shares; 2025Q3: 73,183 shares; 2025Q4: 81,770 shares 81,770 $2.72M 0.3% +8,587 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,813 shares; 2024Q4: 16,248 shares; 2025Q1: 17,587 shares; 2025Q2: 17,870 shares; 2025Q3: 16,450 shares; 2025Q4: 27,117 shares 27,117 $2.72M 0.3% +10,667 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: 8,770 shares; 2024Q4: 14,861 shares; 2025Q1: 19,838 shares; 2025Q2: 20,941 shares; 2025Q3: 43,912 shares; 2025Q4: 60,581 shares 60,581 $2.69M 0.3% +16,669 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,003 shares 52,003 $2.68M 0.3% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,857 shares; 2024Q4: 28,720 shares; 2025Q1: 34,515 shares; 2025Q2: 29,251 shares; 2025Q3: 30,034 shares; 2025Q4: 33,523 shares 33,523 $2.66M 0.3% +3,489 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,130 shares; 2025Q3: 63,221 shares; 2025Q4: 68,935 shares 68,935 $2.66M 0.3% +5,714 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 6,627 shares; 2025Q1: 10,044 shares; 2025Q2: 9,503 shares; 2025Q3: 9,929 shares; 2025Q4: 11,485 shares 11,485 $2.64M 0.29% +1,556 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: 3,806 shares; 2024Q4: 3,662 shares; 2025Q1: 3,779 shares; 2025Q2: 4,173 shares; 2025Q3: 4,719 shares; 2025Q4: 4,612 shares 4,612 $2.64M 0.29% -107 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: not reported; 2024Q4: not reported; 2025Q1: 102,393 shares; 2025Q2: 104,924 shares; 2025Q3: 114,241 shares; 2025Q4: 127,292 shares 127,292 $2.58M 0.29% +13,051 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,252 shares 50,252 $2.55M 0.28% new 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: 14,698 shares; 2024Q4: 4,338 shares; 2025Q1: 4,235 shares; 2025Q2: 5,966 shares; 2025Q3: 6,054 shares; 2025Q4: 15,802 shares 15,802 $2.53M 0.28% +9,748 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,442 shares; 2025Q4: 49,379 shares 49,379 $2.52M 0.28% +1,937 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,580 shares; 2025Q4: 125,574 shares 125,574 $2.52M 0.28% +2,994 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: 43,034 shares; 2025Q2: 53,430 shares; 2025Q3: 55,342 shares; 2025Q4: 62,822 shares 62,822 $2.46M 0.27% +7,480 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: 14,085 shares; 2024Q4: 14,335 shares; 2025Q1: 13,443 shares; 2025Q2: 19,222 shares; 2025Q3: 19,408 shares; 2025Q4: 18,808 shares 18,808 $2.45M 0.27% -600 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,559 shares; 2025Q4: 79,903 shares 79,903 $2.42M 0.27% +25,344 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: 15,326 shares; 2024Q4: 17,643 shares; 2025Q1: 16,018 shares; 2025Q2: 17,604 shares; 2025Q3: 19,533 shares; 2025Q4: 24,982 shares 24,982 $2.38M 0.26% +5,449 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,490 shares; 2024Q4: 29,002 shares; 2025Q1: 32,492 shares; 2025Q2: 31,437 shares; 2025Q3: 35,663 shares; 2025Q4: 31,709 shares 31,709 $2.35M 0.26% -3,954 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,569 shares; 2025Q4: 115,448 shares 115,448 $2.31M 0.26% +10,879 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 15,953 shares; 2025Q1: 19,322 shares; 2025Q2: 24,810 shares; 2025Q3: 33,732 shares; 2025Q4: 64,625 shares 64,625 $2.28M 0.25% +30,893 Timeline BBUS 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: 18,020 shares; 2024Q4: 20,864 shares; 2025Q1: 27,555 shares; 2025Q2: 20,627 shares; 2025Q3: 16,054 shares; 2025Q4: 18,514 shares 18,514 $2.28M 0.25% +2,460 Timeline EMBD 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: 63,025 shares; 2024Q4: 70,900 shares; 2025Q1: 75,490 shares; 2025Q2: 81,941 shares; 2025Q3: 90,252 shares; 2025Q4: 94,746 shares 94,746 $2.27M 0.25% +4,494 Timeline ROBT 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: 38,348 shares; 2024Q4: 35,819 shares; 2025Q1: 38,755 shares; 2025Q2: 41,843 shares; 2025Q3: 41,940 shares; 2025Q4: 43,364 shares 43,364 $2.25M 0.25% +1,424 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 4,032 shares; 2025Q1: 4,901 shares; 2025Q2: 6,212 shares; 2025Q3: 8,637 shares; 2025Q4: 15,789 shares 15,789 $2.23M 0.25% +7,152 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,197 shares; 2025Q2: 22,834 shares; 2025Q3: 48,087 shares; 2025Q4: 69,985 shares 69,985 $2.21M 0.25% +21,898 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,979 shares; 2024Q4: 22,547 shares; 2025Q1: 20,971 shares; 2025Q2: 54,669 shares; 2025Q3: 47,526 shares; 2025Q4: 46,988 shares 46,988 $2.18M 0.24% -538 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: 5,090 shares; 2024Q4: 5,003 shares; 2025Q1: 5,333 shares; 2025Q2: 5,618 shares; 2025Q3: 6,440 shares; 2025Q4: 6,689 shares 6,689 $2.16M 0.24% +249 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: 1,669 shares; 2024Q4: 2,821 shares; 2025Q1: 2,816 shares; 2025Q2: 3,927 shares; 2025Q3: 4,195 shares; 2025Q4: 4,214 shares 4,214 $2.12M 0.24% +19 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: 1,918 shares; 2024Q4: 2,098 shares; 2025Q1: 1,420 shares; 2025Q2: 1,305 shares; 2025Q3: 3,017 shares; 2025Q4: 3,334 shares 3,334 $2.09M 0.23% +317 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,760 shares; 2024Q4: 30,474 shares; 2025Q1: 30,834 shares; 2025Q2: 30,766 shares; 2025Q3: 44,437 shares; 2025Q4: 45,759 shares 45,759 $2.06M 0.23% +1,322 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI 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: 146,283 shares; 2025Q4: 159,865 shares 159,865 $2.02M 0.23% +13,582 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: 2,876 shares; 2024Q4: 2,886 shares; 2025Q1: 2,205 shares; 2025Q2: 2,066 shares; 2025Q3: 3,143 shares; 2025Q4: 4,266 shares 4,266 $2.02M 0.22% +1,123 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: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 5,120 shares; 2025Q4: 10,995 shares 10,995 $1.95M 0.22% +5,875 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: 7,935 shares; 2024Q4: 12,903 shares; 2025Q1: 17,291 shares; 2025Q2: 25,959 shares; 2025Q3: 38,032 shares; 2025Q4: 54,334 shares 54,334 $1.94M 0.22% +16,302 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN 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: 121,823 shares; 2025Q4: 131,954 shares 131,954 $1.92M 0.21% +10,131 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 12,402 shares; 2025Q1: 19,752 shares; 2025Q2: 14,438 shares; 2025Q3: 21,835 shares; 2025Q4: 23,493 shares 23,493 $1.91M 0.21% +1,658 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: 2,038 shares; 2024Q4: 2,262 shares; 2025Q1: 2,950 shares; 2025Q2: 3,888 shares; 2025Q3: 4,151 shares; 2025Q4: 5,493 shares 5,493 $1.9M 0.21% +1,342 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,765 shares; 2024Q4: 100,539 shares; 2025Q1: 99,050 shares; 2025Q2: 30,804 shares; 2025Q3: 30,175 shares; 2025Q4: 30,122 shares 30,122 $1.88M 0.21% -53 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,296 shares; 2024Q4: 20,637 shares; 2025Q1: 28,329 shares; 2025Q2: 27,702 shares; 2025Q3: 29,668 shares; 2025Q4: 45,709 shares 45,709 $1.84M 0.2% +16,041 Timeline FMF 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: 25,877 shares; 2024Q4: 26,835 shares; 2025Q1: 33,405 shares; 2025Q2: 30,293 shares; 2025Q3: 30,262 shares; 2025Q4: 38,720 shares 38,720 $1.82M 0.2% +8,458 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,309 shares; 2024Q4: 36,008 shares; 2025Q1: 32,919 shares; 2025Q2: 31,292 shares; 2025Q3: 43,996 shares; 2025Q4: 49,081 shares 49,081 $1.76M 0.2% +5,085 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: not reported; 2024Q4: 11,693 shares; 2025Q1: 16,799 shares; 2025Q2: 18,880 shares; 2025Q3: 29,892 shares; 2025Q4: 50,480 shares 50,480 $1.75M 0.19% +20,588 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,032 shares; 2025Q1: 12,029 shares; 2025Q2: 13,766 shares; 2025Q3: 15,431 shares; 2025Q4: 18,138 shares 18,138 $1.75M 0.19% +2,707 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 5,381 shares; 2025Q1: 5,614 shares; 2025Q2: 8,262 shares; 2025Q3: 12,184 shares; 2025Q4: 33,891 shares 33,891 $1.67M 0.19% +21,707 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: 8,751 shares; 2024Q4: 8,788 shares; 2025Q1: 8,613 shares; 2025Q2: 7,929 shares; 2025Q3: 11,002 shares; 2025Q4: 11,566 shares 11,566 $1.66M 0.18% +564 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,043 shares; 2025Q3: 8,190 shares; 2025Q4: 8,190 shares 8,190 $1.61M 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,580 shares; 2025Q4: 7,420 shares 7,420 $1.59M 0.18% +840 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: 4,891 shares; 2024Q4: 5,283 shares; 2025Q1: 4,905 shares; 2025Q2: 5,117 shares; 2025Q3: 7,151 shares; 2025Q4: 13,132 shares 13,132 $1.58M 0.18% +5,981 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,016 shares; 2025Q3: 62,924 shares; 2025Q4: 73,991 shares 73,991 $1.57M 0.17% +11,067 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,416 shares; 2025Q1: 14,745 shares; 2025Q2: 22,482 shares; 2025Q3: 38,684 shares; 2025Q4: 56,748 shares 56,748 $1.57M 0.17% +18,064 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,357 shares; 2024Q4: 80,318 shares; 2025Q1: 49,698 shares; 2025Q2: 29,051 shares; 2025Q3: 29,819 shares; 2025Q4: 35,175 shares 35,175 $1.56M 0.17% +5,356 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: 11,175 shares; 2024Q4: 11,298 shares; 2025Q1: 11,135 shares; 2025Q2: 11,079 shares; 2025Q3: 11,047 shares; 2025Q4: 10,848 shares 10,848 $1.54M 0.17% -199 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: 24,854 shares; 2024Q4: 34,148 shares; 2025Q1: 34,990 shares; 2025Q2: 35,815 shares; 2025Q3: 32,923 shares; 2025Q4: 30,610 shares 30,610 $1.53M 0.17% -2,313 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,025 shares 23,025 $1.53M 0.17% new 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: 12,812 shares; 2025Q2: 15,294 shares; 2025Q3: 16,233 shares; 2025Q4: 18,137 shares 18,137 $1.5M 0.17% +1,904 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,488 shares 52,488 $1.49M 0.17% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,358 shares; 2025Q1: 6,016 shares; 2025Q2: 6,127 shares; 2025Q3: 6,467 shares; 2025Q4: 7,159 shares 7,159 $1.48M 0.16% +692 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,407 shares; 2024Q4: 19,346 shares; 2025Q1: 21,753 shares; 2025Q2: 21,187 shares; 2025Q3: 24,655 shares; 2025Q4: 30,413 shares 30,413 $1.47M 0.16% +5,758 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,729 shares; 2025Q3: 25,010 shares; 2025Q4: 29,195 shares 29,195 $1.46M 0.16% +4,185 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,352 shares; 2024Q4: 10,137 shares; 2025Q1: 33,494 shares; 2025Q2: 29,892 shares; 2025Q3: 11,682 shares; 2025Q4: 20,547 shares 20,547 $1.46M 0.16% +8,865 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,243 shares; 2024Q4: 33,772 shares; 2025Q1: 41,369 shares; 2025Q2: 40,034 shares; 2025Q3: 48,720 shares; 2025Q4: 52,904 shares 52,904 $1.45M 0.16% +4,184 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,592 shares; 2025Q1: 16,962 shares; 2025Q2: 22,246 shares; 2025Q3: 35,325 shares; 2025Q4: 54,328 shares 54,328 $1.44M 0.16% +19,003 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: 33,946 shares; 2024Q4: 35,455 shares; 2025Q1: 36,595 shares; 2025Q2: 13,204 shares; 2025Q3: 17,059 shares; 2025Q4: 18,053 shares 18,053 $1.33M 0.15% +994 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,363 shares; 2024Q4: 24,413 shares; 2025Q1: 32,081 shares; 2025Q2: 46,491 shares; 2025Q3: 63,435 shares; 2025Q4: 64,191 shares 64,191 $1.32M 0.15% +756 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: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 5,061 shares; 2025Q3: 12,818 shares; 2025Q4: 15,093 shares 15,093 $1.32M 0.15% +2,275 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,369 shares; 2024Q4: 23,005 shares; 2025Q1: 22,832 shares; 2025Q2: 24,078 shares; 2025Q3: 25,090 shares; 2025Q4: 25,022 shares 25,022 $1.3M 0.14% -68 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: 1,460 shares; 2024Q4: 1,627 shares; 2025Q1: 910 shares; 2025Q2: 1,330 shares; 2025Q3: 1,790 shares; 2025Q4: 1,713 shares 1,713 $1.29M 0.14% -77 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: 4,011 shares; 2024Q4: 3,803 shares; 2025Q1: 7,070 shares; 2025Q2: 7,152 shares; 2025Q3: 8,922 shares; 2025Q4: 11,548 shares 11,548 $1.29M 0.14% +2,626 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 14,386 shares; 2025Q1: 17,708 shares; 2025Q2: 16,645 shares; 2025Q3: 17,035 shares; 2025Q4: 18,960 shares 18,960 $1.27M 0.14% +1,925 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: 3,294 shares; 2024Q4: 12,483 shares; 2025Q1: 12,883 shares; 2025Q2: 24,558 shares; 2025Q3: 36,573 shares; 2025Q4: 46,403 shares 46,403 $1.27M 0.14% +9,830 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: not reported; 2024Q4: not reported; 2025Q1: 16,118 shares; 2025Q2: 16,184 shares; 2025Q3: 23,403 shares; 2025Q4: 23,046 shares 23,046 $1.26M 0.14% -357 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,714 shares 7,714 $1.26M 0.14% new Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,536 shares; 2025Q2: 28,750 shares; 2025Q3: 29,465 shares; 2025Q4: 33,103 shares 33,103 $1.25M 0.14% +3,638 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,875 shares; 2024Q4: 21,276 shares; 2025Q1: 25,264 shares; 2025Q2: 20,552 shares; 2025Q3: 21,178 shares; 2025Q4: 23,154 shares 23,154 $1.24M 0.14% +1,976 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: 16,801 shares; 2024Q4: 39,221 shares; 2025Q1: 31,539 shares; 2025Q2: 32,305 shares; 2025Q3: 23,111 shares; 2025Q4: 21,928 shares 21,928 $1.21M 0.13% -1,183 Timeline IPKW 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: 19,448 shares; 2025Q3: 19,148 shares; 2025Q4: 21,532 shares 21,532 $1.2M 0.13% +2,384 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: 691 shares; 2024Q4: 976 shares; 2025Q1: 964 shares; 2025Q2: 1,247 shares; 2025Q3: 1,219 shares; 2025Q4: 1,076 shares 1,076 $1.16M 0.13% -143 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: 4,755 shares; 2024Q4: 9,855 shares; 2025Q1: 8,618 shares; 2025Q2: 8,709 shares; 2025Q3: 4,742 shares; 2025Q4: 6,256 shares 6,256 $1.15M 0.13% +1,514 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: 68,011 shares; 2024Q4: 18,287 shares; 2025Q1: 18,437 shares; 2025Q2: 9,381 shares; 2025Q3: 25,433 shares; 2025Q4: 24,467 shares 24,467 $1.15M 0.13% -966 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: 44,018 shares; 2025Q2: 41,806 shares; 2025Q3: 46,317 shares; 2025Q4: 22,549 shares 22,549 $1.12M 0.12% -23,768 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: 1,395 shares; 2024Q4: 1,763 shares; 2025Q1: 2,014 shares; 2025Q2: 2,253 shares; 2025Q3: 3,146 shares; 2025Q4: 3,159 shares 3,159 $1.11M 0.12% +13 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,277 shares; 2025Q4: 22,299 shares 22,299 $1.11M 0.12% +14,022 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: 4,321 shares; 2024Q4: 3,604 shares; 2025Q1: 3,524 shares; 2025Q2: 3,545 shares; 2025Q3: 3,919 shares; 2025Q4: 4,348 shares 4,348 $1.1M 0.12% +429 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,422 shares; 2025Q2: 19,410 shares; 2025Q3: 32,191 shares; 2025Q4: 48,551 shares 48,551 $1.1M 0.12% +16,360 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,273 shares; 2025Q4: 24,332 shares 24,332 $1.1M 0.12% +59 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: 1,102 shares; 2024Q4: not reported; 2025Q1: 1,114 shares; 2025Q2: 1,139 shares; 2025Q3: 2,198 shares; 2025Q4: 3,489 shares 3,489 $1.07M 0.12% +1,291 Timeline CGMU 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: 8,761 shares; 2024Q4: 11,499 shares; 2025Q1: 14,333 shares; 2025Q2: 24,520 shares; 2025Q3: 24,956 shares; 2025Q4: 39,099 shares 39,099 $1.07M 0.12% +14,143 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: 8,960 shares; 2024Q4: 9,751 shares; 2025Q1: 11,964 shares; 2025Q2: 8,845 shares; 2025Q3: 14,926 shares; 2025Q4: 16,167 shares 16,167 $1.07M 0.12% +1,241 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: 14,218 shares; 2024Q4: 13,100 shares; 2025Q1: 24,976 shares; 2025Q2: 29,781 shares; 2025Q3: 36,115 shares; 2025Q4: 18,387 shares 18,387 $1.06M 0.12% -17,728 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,619 shares 10,619 $1.06M 0.12% new Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,836 shares; 2025Q3: 17,328 shares; 2025Q4: 20,687 shares 20,687 $1.05M 0.12% +3,359 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: 5,810 shares; 2024Q4: 6,266 shares; 2025Q1: 6,181 shares; 2025Q2: 6,304 shares; 2025Q3: 6,334 shares; 2025Q4: 7,326 shares 7,326 $1.05M 0.12% +992 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: 3,286 shares; 2024Q4: 3,470 shares; 2025Q1: 3,431 shares; 2025Q2: 2,808 shares; 2025Q3: 2,729 shares; 2025Q4: 2,871 shares 2,871 $1.03M 0.12% +142 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,985 shares; 2025Q1: 3,300 shares; 2025Q2: 3,003 shares; 2025Q3: 4,468 shares; 2025Q4: 6,735 shares 6,735 $1.03M 0.11% +2,267 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: 20,768 shares; 2024Q4: 22,403 shares; 2025Q1: 26,684 shares; 2025Q2: 24,832 shares; 2025Q3: 22,082 shares; 2025Q4: 23,146 shares 23,146 $1.03M 0.11% +1,064 Timeline JVAL 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: 22,627 shares; 2025Q3: 21,194 shares; 2025Q4: 20,934 shares 20,934 $1.03M 0.11% -260 Timeline LGLV 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: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 5,605 shares 5,605 $984K 0.11% +799 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,744 shares; 2025Q1: 1,748 shares; 2025Q2: 2,010 shares; 2025Q3: 1,852 shares; 2025Q4: 2,106 shares 2,106 $981K 0.11% +254 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: 26,593 shares 26,593 $979K 0.11% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,032 shares 19,032 $969K 0.11% new Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,493 shares 34,493 $967K 0.11% new 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: 3,772 shares; 2024Q4: 3,745 shares; 2025Q1: 3,995 shares; 2025Q2: 4,006 shares; 2025Q3: 3,729 shares; 2025Q4: 4,355 shares 4,355 $945K 0.11% +626 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: 13,576 shares; 2025Q1: 13,476 shares; 2025Q2: 13,350 shares; 2025Q3: 13,250 shares; 2025Q4: 10,908 shares 10,908 $941K 0.1% -2,342 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: 13,217 shares; 2024Q4: 23,139 shares; 2025Q1: 24,175 shares; 2025Q2: 35,658 shares; 2025Q3: 54,712 shares; 2025Q4: 55,838 shares 55,838 $921K 0.1% +1,126 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: 5,691 shares; 2024Q4: 6,506 shares; 2025Q1: 6,456 shares; 2025Q2: 5,577 shares; 2025Q3: 7,796 shares; 2025Q4: 9,304 shares 9,304 $915K 0.1% +1,508 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,668 shares; 2025Q4: 9,200 shares 9,200 $913K 0.1% +1,532 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,757 shares; 2025Q1: 9,821 shares; 2025Q2: 9,321 shares; 2025Q3: 10,968 shares; 2025Q4: 10,698 shares 10,698 $908K 0.1% -270 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 7,956 shares; 2025Q1: 7,980 shares; 2025Q2: 7,478 shares; 2025Q3: 7,414 shares; 2025Q4: 7,680 shares 7,680 $904K 0.1% +266 Timeline PRF 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: 21,942 shares; 2025Q3: 19,630 shares; 2025Q4: 19,124 shares 19,124 $897K 0.1% -506 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,805 shares; 2024Q4: 22,216 shares; 2025Q1: 26,544 shares; 2025Q2: 23,759 shares; 2025Q3: 22,908 shares; 2025Q4: 33,101 shares 33,101 $897K 0.1% +10,193 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: 26,091 shares; 2025Q4: 35,021 shares 35,021 $892K 0.1% +8,930 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: 1,073 shares; 2024Q4: 1,208 shares; 2025Q1: 1,149 shares; 2025Q2: 1,186 shares; 2025Q3: 2,386 shares; 2025Q4: 2,566 shares 2,566 $883K 0.1% +180 Timeline MMTM 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: 3,200 shares; 2024Q4: 3,462 shares; 2025Q1: 3,643 shares; 2025Q2: 3,403 shares; 2025Q3: 3,175 shares; 2025Q4: 3,009 shares 3,009 $879K 0.1% -166 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: 3,508 shares; 2024Q4: 5,067 shares; 2025Q1: 7,556 shares; 2025Q2: 8,410 shares; 2025Q3: 7,323 shares; 2025Q4: 9,461 shares 9,461 $878K 0.1% +2,138 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,861 shares; 2024Q4: 10,911 shares; 2025Q1: 12,694 shares; 2025Q2: 13,748 shares; 2025Q3: 18,492 shares; 2025Q4: 19,846 shares 19,846 $874K 0.1% +1,354 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: 4,387 shares; 2024Q4: 5,079 shares; 2025Q1: 5,073 shares; 2025Q2: 4,831 shares; 2025Q3: 5,170 shares; 2025Q4: 9,763 shares 9,763 $873K 0.1% +4,593 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: 4,680 shares; 2024Q4: 5,770 shares; 2025Q1: 7,663 shares; 2025Q2: 10,096 shares; 2025Q3: 9,482 shares; 2025Q4: 19,485 shares 19,485 $871K 0.1% +10,003 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: 3,364 shares; 2024Q4: 4,634 shares; 2025Q1: 5,512 shares; 2025Q2: 9,496 shares; 2025Q3: 9,052 shares; 2025Q4: 8,467 shares 8,467 $846K 0.09% -585 Timeline FYC 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: 9,103 shares; 2024Q4: 9,536 shares; 2025Q1: 9,416 shares; 2025Q2: 8,061 shares; 2025Q3: 8,627 shares; 2025Q4: 8,754 shares 8,754 $841K 0.09% +127 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,754 shares; 2025Q4: 1,870 shares 1,870 $831K 0.09% +116 Timeline FICS 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: 20,556 shares; 2024Q4: 19,702 shares; 2025Q1: 19,920 shares; 2025Q2: 19,653 shares; 2025Q3: 20,452 shares; 2025Q4: 20,524 shares 20,524 $823K 0.09% +72 Timeline CLIP 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: 7,982 shares; 2024Q4: 8,282 shares; 2025Q1: 8,012 shares; 2025Q2: 7,012 shares; 2025Q3: 8,205 shares; 2025Q4: 8,020 shares 8,020 $803K 0.09% -185 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: 16,441 shares; 2024Q4: 17,611 shares; 2025Q1: 19,200 shares; 2025Q2: 22,305 shares; 2025Q3: 21,005 shares; 2025Q4: 21,199 shares 21,199 $803K 0.09% +194 Timeline ILF ISHARES TR More: 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: 26,287 shares 26,287 $800K 0.09% new Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,784 shares 14,784 $799K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,166 shares; 2025Q4: 12,782 shares 12,782 $798K 0.09% +3,616 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: 723 shares; 2024Q4: 918 shares; 2025Q1: 993 shares; 2025Q2: 1,547 shares; 2025Q3: 1,543 shares; 2025Q4: 1,693 shares 1,693 $794K 0.09% +150 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,724 shares; 2025Q4: 29,226 shares 29,226 $792K 0.09% +502 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,702 shares; 2025Q1: 7,730 shares; 2025Q2: 7,613 shares; 2025Q3: 7,578 shares; 2025Q4: 7,588 shares 7,588 $784K 0.09% +10 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: 1,325 shares; 2024Q4: 1,556 shares; 2025Q1: 1,623 shares; 2025Q2: 1,560 shares; 2025Q3: 1,972 shares; 2025Q4: 2,520 shares 2,520 $770K 0.09% +548 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: 2,856 shares; 2024Q4: 2,914 shares; 2025Q1: 4,580 shares; 2025Q2: 4,457 shares; 2025Q3: 5,985 shares; 2025Q4: 7,156 shares 7,156 $766K 0.09% +1,171 Timeline AFGR 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: 19,263 shares; 2024Q4: 19,313 shares; 2025Q1: 24,646 shares; 2025Q2: 22,950 shares; 2025Q3: 22,188 shares; 2025Q4: 21,536 shares 21,536 $763K 0.08% -652 Timeline BOND 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: 2,500 shares; 2025Q2: 2,729 shares; 2025Q3: 2,799 shares; 2025Q4: 8,178 shares 8,178 $761K 0.08% +5,379 Timeline BUFT 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: 30,139 shares; 2024Q4: 28,332 shares; 2025Q1: 24,892 shares; 2025Q2: 23,452 shares; 2025Q3: 31,685 shares; 2025Q4: 30,870 shares 30,870 $760K 0.08% -815 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,770 shares; 2024Q4: 25,705 shares; 2025Q1: 23,228 shares; 2025Q2: 20,948 shares; 2025Q3: 28,142 shares; 2025Q4: 27,340 shares 27,340 $752K 0.08% -802 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,753 shares; 2025Q1: 3,646 shares; 2025Q2: 3,805 shares; 2025Q3: 3,458 shares; 2025Q4: 4,780 shares 4,780 $749K 0.08% +1,322 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,803 shares; 2025Q1: 2,827 shares; 2025Q2: 2,814 shares; 2025Q3: 2,886 shares; 2025Q4: 3,266 shares 3,266 $746K 0.08% +380 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: 5,690 shares; 2024Q4: 7,932 shares; 2025Q1: 6,171 shares; 2025Q2: 6,269 shares; 2025Q3: 8,306 shares; 2025Q4: 10,715 shares 10,715 $744K 0.08% +2,409 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: 1,146 shares; 2024Q4: 1,158 shares; 2025Q1: 1,253 shares; 2025Q2: 2,042 shares; 2025Q3: 2,603 shares; 2025Q4: 2,226 shares 2,226 $735K 0.08% -377 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,810 shares; 2025Q3: 7,074 shares; 2025Q4: 17,178 shares 17,178 $733K 0.08% +10,104 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: 4,439 shares; 2024Q4: 5,932 shares; 2025Q1: 6,432 shares; 2025Q2: 7,242 shares; 2025Q3: 7,736 shares; 2025Q4: 8,600 shares 8,600 $728K 0.08% +864 Timeline LCTU 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: 6,355 shares; 2024Q4: 4,988 shares; 2025Q1: 5,945 shares; 2025Q2: 6,011 shares; 2025Q3: 6,002 shares; 2025Q4: 9,817 shares 9,817 $727K 0.08% +3,815 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,220 shares; 2024Q4: 11,220 shares; 2025Q1: 15,570 shares; 2025Q2: 18,564 shares; 2025Q3: 19,215 shares; 2025Q4: 21,460 shares 21,460 $709K 0.08% +2,245 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: 10,859 shares; 2024Q4: 13,819 shares; 2025Q1: 17,856 shares; 2025Q2: 14,368 shares; 2025Q3: 10,178 shares; 2025Q4: 11,582 shares 11,582 $697K 0.08% +1,404 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: not reported; 2024Q4: 4,276 shares; 2025Q1: 4,580 shares; 2025Q2: 6,672 shares; 2025Q3: 9,899 shares; 2025Q4: 11,775 shares 11,775 $691K 0.08% +1,876 Timeline FYT 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: 11,257 shares; 2024Q4: 11,703 shares; 2025Q1: 12,094 shares; 2025Q2: 11,107 shares; 2025Q3: 12,026 shares; 2025Q4: 12,141 shares 12,141 $688K 0.08% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 920 shares; 2025Q4: 2,253 shares 2,253 $685K 0.08% +1,333 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,905 shares; 2024Q4: 17,124 shares; 2025Q1: 22,001 shares; 2025Q2: 28,588 shares; 2025Q3: 38,920 shares; 2025Q4: 39,025 shares 39,025 $683K 0.08% +105 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 672 shares; 2025Q4: 726 shares 726 $678K 0.08% +54 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 1,033 shares 1,033 $675K 0.08% +646 Timeline CGSM 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: 12,513 shares; 2025Q3: 11,037 shares; 2025Q4: 25,607 shares 25,607 $674K 0.08% +14,570 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: 2,209 shares; 2024Q4: 2,325 shares; 2025Q1: 2,729 shares; 2025Q2: 2,911 shares; 2025Q3: 2,840 shares; 2025Q4: 3,159 shares 3,159 $654K 0.07% +319 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: 877 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 699 shares; 2025Q3: 678 shares; 2025Q4: 740 shares 740 $650K 0.07% +62 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: 1,121 shares; 2024Q4: 1,122 shares; 2025Q1: 1,123 shares; 2025Q2: 1,132 shares; 2025Q3: 1,136 shares; 2025Q4: 1,331 shares 1,331 $644K 0.07% +195 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,830 shares; 2025Q3: 6,947 shares; 2025Q4: 12,240 shares 12,240 $643K 0.07% +5,293 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: 4,876 shares; 2024Q4: 5,541 shares; 2025Q1: 6,226 shares; 2025Q2: 6,935 shares; 2025Q3: 6,101 shares; 2025Q4: 8,328 shares 8,328 $642K 0.07% +2,227 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 6,051 shares; 2025Q4: 6,636 shares 6,636 $638K 0.07% +585 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,226 shares; 2025Q1: 2,558 shares; 2025Q2: 2,592 shares; 2025Q3: 4,488 shares; 2025Q4: 4,937 shares 4,937 $636K 0.07% +449 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,350 shares; 2025Q4: 6,183 shares 6,183 $633K 0.07% -2,167 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,864 shares; 2025Q4: 17,799 shares 17,799 $627K 0.07% -65 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: not reported; 2024Q4: 322 shares; 2025Q1: 496 shares; 2025Q2: 550 shares; 2025Q3: 594 shares; 2025Q4: 6,590 shares 6,590 $618K 0.07% +5,996 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: not reported; 2024Q4: 1,073 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 2,794 shares 2,794 $614K 0.07% +1,871 Timeline JIRE 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: 3,072 shares; 2024Q4: 4,011 shares; 2025Q1: 5,834 shares; 2025Q2: 4,733 shares; 2025Q3: 7,008 shares; 2025Q4: 8,154 shares 8,154 $611K 0.07% +1,146 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 9,835 shares; 2025Q3: 13,599 shares; 2025Q4: 17,627 shares 17,627 $604K 0.07% +4,028 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN 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: 42,067 shares; 2025Q4: 42,085 shares 42,085 $602K 0.07% +18 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 12,355 shares; 2025Q1: 11,078 shares; 2025Q2: 10,878 shares; 2025Q3: 10,380 shares; 2025Q4: 11,895 shares 11,895 $598K 0.07% +1,515 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: 17,794 shares; 2024Q4: 10,271 shares; 2025Q1: 24,756 shares; 2025Q2: 17,572 shares; 2025Q3: 21,792 shares; 2025Q4: 25,633 shares 25,633 $590K 0.07% +3,841 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: 1,339 shares; 2024Q4: 1,196 shares; 2025Q1: 1,197 shares; 2025Q2: 1,117 shares; 2025Q3: 1,562 shares; 2025Q4: 1,946 shares 1,946 $576K 0.06% +384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,285 shares 6,285 $575K 0.06% new Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN 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: 40,035 shares; 2025Q4: 42,035 shares 42,035 $572K 0.06% +2,000 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,798 shares; 2025Q4: 1,984 shares 1,984 $571K 0.06% +186 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: 14,869 shares; 2024Q4: 17,653 shares; 2025Q1: 16,711 shares; 2025Q2: 17,918 shares; 2025Q3: 18,198 shares; 2025Q4: 22,591 shares 22,591 $561K 0.06% +4,393 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: 1,850 shares; 2024Q4: 2,449 shares; 2025Q1: 2,481 shares; 2025Q2: 2,369 shares; 2025Q3: 2,920 shares; 2025Q4: 3,865 shares 3,865 $554K 0.06% +945 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,872 shares; 2024Q4: 7,666 shares; 2025Q1: 7,523 shares; 2025Q2: 9,337 shares; 2025Q3: 11,656 shares; 2025Q4: 11,513 shares 11,513 $538K 0.06% -143 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 5,937 shares; 2025Q4: 6,697 shares 6,697 $538K 0.06% +760 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: 1,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,501 shares; 2025Q3: 2,141 shares; 2025Q4: 3,586 shares 3,586 $534K 0.06% +1,445 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,686 shares; 2025Q2: 9,335 shares; 2025Q3: 10,514 shares; 2025Q4: 22,799 shares 22,799 $533K 0.06% +12,285 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: 4,299 shares; 2024Q4: 4,427 shares; 2025Q1: 3,348 shares; 2025Q2: 3,383 shares; 2025Q3: 3,351 shares; 2025Q4: 3,162 shares 3,162 $532K 0.06% -189 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: 2,174 shares; 2024Q4: 2,089 shares; 2025Q1: 2,111 shares; 2025Q2: 2,245 shares; 2025Q3: 3,387 shares; 2025Q4: 3,295 shares 3,295 $529K 0.06% -92 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,995 shares; 2025Q1: 2,044 shares; 2025Q2: 2,145 shares; 2025Q3: 2,106 shares; 2025Q4: 2,703 shares 2,703 $527K 0.06% +597 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,084 shares; 2025Q3: 1,150 shares; 2025Q4: 1,399 shares 1,399 $518K 0.06% +249 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,857 shares; 2025Q4: 6,213 shares 6,213 $515K 0.06% -644 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,321 shares 19,321 $513K 0.06% new 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: 1,907 shares; 2024Q4: 2,774 shares; 2025Q1: 2,988 shares; 2025Q2: 3,245 shares; 2025Q3: 3,349 shares; 2025Q4: 3,432 shares 3,432 $510K 0.06% +83 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 25,417 shares; 2025Q1: 55,812 shares; 2025Q2: 55,243 shares; 2025Q3: 62,897 shares; 2025Q4: 10,170 shares 10,170 $503K 0.06% -52,727 Timeline SJNK 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: 19,827 shares 19,827 $502K 0.06% new 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: 2,077 shares; 2024Q4: 2,335 shares; 2025Q1: 2,391 shares; 2025Q2: 2,556 shares; 2025Q3: 2,782 shares; 2025Q4: 2,926 shares 2,926 $500K 0.06% +144 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,650 shares; 2025Q1: 3,921 shares; 2025Q2: 4,209 shares; 2025Q3: 4,054 shares; 2025Q4: 4,073 shares 4,073 $500K 0.06% +19 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,219 shares; 2025Q4: 15,613 shares 15,613 $499K 0.06% +5,394 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares 3,029 $493K 0.05% new 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: 12,515 shares; 2024Q4: 14,631 shares; 2025Q1: 18,505 shares; 2025Q2: 14,221 shares; 2025Q3: 12,661 shares; 2025Q4: 10,649 shares 10,649 $490K 0.05% -2,012 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,508 shares; 2025Q4: 15,979 shares 15,979 $487K 0.05% +7,471 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: 7,894 shares; 2024Q4: 9,377 shares; 2025Q1: 9,171 shares; 2025Q2: 9,549 shares; 2025Q3: 10,539 shares; 2025Q4: 11,892 shares 11,892 $484K 0.05% +1,353 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,776 shares 6,776 $484K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,599 shares; 2025Q4: 2,153 shares 2,153 $484K 0.05% +554 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 14,002 shares; 2025Q1: 12,236 shares; 2025Q2: 10,494 shares; 2025Q3: 10,646 shares; 2025Q4: 13,053 shares 13,053 $481K 0.05% +2,407 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: 1,847 shares; 2024Q4: 1,643 shares; 2025Q1: 1,517 shares; 2025Q2: 1,232 shares; 2025Q3: 1,287 shares; 2025Q4: 1,993 shares 1,993 $481K 0.05% +706 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: not reported; 2024Q4: 6,858 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 6,434 shares 6,434 $473K 0.05% +910 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: 3,461 shares; 2024Q4: 3,823 shares; 2025Q1: 3,529 shares; 2025Q2: 3,901 shares; 2025Q3: 3,717 shares; 2025Q4: 4,472 shares 4,472 $471K 0.05% +755 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,233 shares; 2025Q1: 4,150 shares; 2025Q2: 4,083 shares; 2025Q3: 3,746 shares; 2025Q4: 3,701 shares 3,701 $470K 0.05% -45 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 11,546 shares; 2025Q4: 19,856 shares 19,856 $469K 0.05% +8,310 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 9,864 shares 9,864 $464K 0.05% 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: 832 shares; 2024Q4: 1,083 shares; 2025Q1: 1,288 shares; 2025Q2: 1,044 shares; 2025Q3: 1,439 shares; 2025Q4: 1,450 shares 1,450 $462K 0.05% +11 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: 2,370 shares; 2024Q4: 2,470 shares; 2025Q1: 3,220 shares; 2025Q2: 3,643 shares; 2025Q3: 3,768 shares; 2025Q4: 3,945 shares 3,945 $455K 0.05% +177 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,846 shares 4,846 $452K 0.05% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,770 shares; 2025Q2: 6,830 shares; 2025Q3: 6,830 shares; 2025Q4: 6,609 shares 6,609 $447K 0.05% -221 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 88 shares; 2025Q4: 83 shares 83 $445K 0.05% -5 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,252 shares; 2024Q4: 12,094 shares; 2025Q1: 10,704 shares; 2025Q2: 9,791 shares; 2025Q3: 7,120 shares; 2025Q4: 9,500 shares 9,500 $440K 0.05% +2,380 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: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 1,153 shares; 2025Q3: 1,177 shares; 2025Q4: 1,334 shares 1,334 $437K 0.05% +157 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,209 shares; 2025Q3: 3,858 shares; 2025Q4: 5,208 shares 5,208 $436K 0.05% +1,350 Timeline FSIG 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: 30,319 shares; 2024Q4: 29,648 shares; 2025Q1: 29,563 shares; 2025Q2: 24,856 shares; 2025Q3: 23,330 shares; 2025Q4: 22,720 shares 22,720 $436K 0.05% -610 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 4,883 shares; 2025Q1: 8,205 shares; 2025Q2: 7,951 shares; 2025Q3: 7,573 shares; 2025Q4: 7,173 shares 7,173 $433K 0.05% -400 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,996 shares; 2025Q3: 3,021 shares; 2025Q4: 3,056 shares 3,056 $431K 0.05% +35 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 15,565 shares; 2025Q4: 17,932 shares 17,932 $424K 0.05% +2,367 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 5,229 shares; 2025Q1: 5,383 shares; 2025Q2: 4,597 shares; 2025Q3: 4,589 shares; 2025Q4: 4,617 shares 4,617 $416K 0.05% +28 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares 3,963 $412K 0.05% new Timeline JAVA 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: 5,571 shares; 2024Q4: 7,466 shares; 2025Q1: 9,527 shares; 2025Q2: 6,716 shares; 2025Q3: 4,961 shares; 2025Q4: 5,573 shares 5,573 $400K 0.04% +612 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares 8,068 $399K 0.04% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,464 shares; 2025Q3: 11,846 shares; 2025Q4: 9,862 shares 9,862 $398K 0.04% -1,984 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,273 shares 8,273 $396K 0.04% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,703 shares; 2025Q4: 8,243 shares 8,243 $396K 0.04% +2,540 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,066 shares; 2025Q3: 2,854 shares; 2025Q4: 2,887 shares 2,887 $395K 0.04% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,316 shares; 2025Q3: 2,378 shares; 2025Q4: 3,359 shares 3,359 $394K 0.04% +981 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 811 shares; 2025Q4: 1,246 shares 1,246 $392K 0.04% +435 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,399 shares; 2025Q1: 5,551 shares; 2025Q2: 4,740 shares; 2025Q3: 3,978 shares; 2025Q4: 5,209 shares 5,209 $391K 0.04% +1,231 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 10,978 shares; 2025Q1: 9,385 shares; 2025Q2: 10,319 shares; 2025Q3: 10,026 shares; 2025Q4: 9,426 shares 9,426 $389K 0.04% -600 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN 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: 3,010 shares; 2025Q4: 4,270 shares 4,270 $389K 0.04% +1,260 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,225 shares; 2025Q1: 6,225 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares 6,075 $385K 0.04% 0 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,637 shares 7,637 $385K 0.04% new 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: 2,815 shares; 2024Q4: 2,950 shares; 2025Q1: 3,092 shares; 2025Q2: 2,868 shares; 2025Q3: 3,468 shares; 2025Q4: 3,351 shares 3,351 $381K 0.04% -117 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,914 shares; 2025Q4: 7,922 shares 7,922 $381K 0.04% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,695 shares; 2025Q4: 1,764 shares 1,764 $378K 0.04% +69 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,635 shares 10,635 $377K 0.04% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 4,018 shares; 2025Q1: 3,704 shares; 2025Q2: 3,704 shares; 2025Q3: 3,646 shares; 2025Q4: 3,092 shares 3,092 $376K 0.04% -554 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: not reported; 2024Q4: not reported; 2025Q1: 8,738 shares; 2025Q2: 8,731 shares; 2025Q3: 8,270 shares; 2025Q4: 8,783 shares 8,783 $373K 0.04% +513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,206 shares 4,206 $370K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,278 shares 7,278 $370K 0.04% new Timeline JGLO 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: 6,687 shares; 2024Q4: 8,205 shares; 2025Q1: 11,744 shares; 2025Q2: 8,926 shares; 2025Q3: 4,834 shares; 2025Q4: 5,397 shares 5,397 $365K 0.04% +563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 1,241 shares 1,241 $360K 0.04% +342 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $357K 0.04% 0 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: not reported; 2024Q4: 1,106 shares; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 1,499 shares; 2025Q4: 1,931 shares 1,931 $356K 0.04% +432 Timeline FAD 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: 2,393 shares; 2024Q4: 2,695 shares; 2025Q1: 2,422 shares; 2025Q2: 2,401 shares; 2025Q3: 2,207 shares; 2025Q4: 2,189 shares 2,189 $354K 0.04% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares 1,682 $354K 0.04% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: 2,810 shares 2,810 $349K 0.04% +865 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,104 shares; 2025Q1: 1,354 shares; 2025Q2: 1,020 shares; 2025Q3: 1,710 shares; 2025Q4: 1,716 shares 1,716 $348K 0.04% +6 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,083 shares; 2025Q3: 18,620 shares; 2025Q4: 19,114 shares 19,114 $348K 0.04% +494 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: 8,494 shares; 2024Q4: 8,504 shares; 2025Q1: 9,894 shares; 2025Q2: not reported; 2025Q3: 9,181 shares; 2025Q4: 13,383 shares 13,383 $348K 0.04% +4,202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 678 shares 678 $346K 0.04% +163 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 8,129 shares; 2025Q1: 8,129 shares; 2025Q2: 6,580 shares; 2025Q3: 5,557 shares; 2025Q4: 4,954 shares 4,954 $345K 0.04% -603 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: 203 shares; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 266 shares; 2025Q4: 322 shares 322 $345K 0.04% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,854 shares; 2025Q3: 4,282 shares; 2025Q4: 4,002 shares 4,002 $343K 0.04% -280 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,525 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,652 shares 1,652 $341K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,456 shares; 2025Q4: 1,380 shares 1,380 $340K 0.04% -76 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,437 shares; 2025Q1: 6,470 shares; 2025Q2: 6,466 shares; 2025Q3: 7,229 shares; 2025Q4: 7,271 shares 7,271 $339K 0.04% +42 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: 4,441 shares; 2024Q4: 4,569 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 4,215 shares; 2025Q4: 5,877 shares 5,877 $339K 0.04% +1,662 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,454 shares; 2025Q3: 17,447 shares; 2025Q4: 17,436 shares 17,436 $338K 0.04% -11 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: not reported; 2024Q4: not reported; 2025Q1: 1,588 shares; 2025Q2: 1,706 shares; 2025Q3: 2,238 shares; 2025Q4: 2,166 shares 2,166 $336K 0.04% -72 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,113 shares; 2025Q1: 4,114 shares; 2025Q2: 4,207 shares; 2025Q3: 4,064 shares; 2025Q4: 4,551 shares 4,551 $334K 0.04% +487 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,870 shares; 2025Q1: 6,662 shares; 2025Q2: 8,021 shares; 2025Q3: 8,727 shares; 2025Q4: 8,482 shares 8,482 $334K 0.04% -245 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,641 shares 2,641 $332K 0.04% +6 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,266 shares; 2024Q4: 25,218 shares; 2025Q1: 24,879 shares; 2025Q2: 24,446 shares; 2025Q3: 23,740 shares; 2025Q4: 25,298 shares 25,298 $332K 0.04% +1,558 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,159 shares 3,159 $325K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,531 shares; 2025Q4: 1,531 shares 1,531 $324K 0.04% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,473 shares; 2025Q3: 11,624 shares; 2025Q4: 11,010 shares 11,010 $322K 0.04% -614 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,885 shares; 2025Q1: 10,894 shares; 2025Q2: 11,402 shares; 2025Q3: 11,134 shares; 2025Q4: 11,169 shares 11,169 $320K 0.04% +35 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares 6,043 $319K 0.04% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,232 shares; 2024Q4: 9,358 shares; 2025Q1: 2,979 shares; 2025Q2: 3,273 shares; 2025Q3: 2,930 shares; 2025Q4: 2,791 shares 2,791 $318K 0.04% -139 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,298 shares; 2025Q1: 2,322 shares; 2025Q2: 2,519 shares; 2025Q3: 2,593 shares; 2025Q4: 3,000 shares 3,000 $316K 0.04% +407 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: 5,592 shares; 2024Q4: 5,576 shares; 2025Q1: 5,589 shares; 2025Q2: 5,016 shares; 2025Q3: 5,148 shares; 2025Q4: 5,157 shares 5,157 $316K 0.04% +9 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,179 shares; 2024Q4: 10,179 shares; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 9,679 shares; 2025Q4: 10,345 shares 10,345 $316K 0.04% +666 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: 768 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,309 shares 1,309 $316K 0.04% new Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,812 shares; 2024Q4: 54,625 shares; 2025Q1: 61,203 shares; 2025Q2: 16,662 shares; 2025Q3: 14,853 shares; 2025Q4: 14,212 shares 14,212 $310K 0.03% -641 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 390 shares; 2025Q4: 376 shares 376 $308K 0.03% -14 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: 1,019 shares; 2024Q4: 1,027 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $306K 0.03% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,383 shares; 2025Q1: 2,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,805 shares 2,805 $305K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,688 shares 6,688 $304K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,171 shares 1,171 $302K 0.03% new Timeline FNY 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: 3,352 shares; 2024Q4: 3,561 shares; 2025Q1: 3,645 shares; 2025Q2: 3,546 shares; 2025Q3: 3,331 shares; 2025Q4: 3,310 shares 3,310 $302K 0.03% -21 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: 3,719 shares; 2024Q4: 3,793 shares; 2025Q1: 3,512 shares; 2025Q2: 3,574 shares; 2025Q3: 4,133 shares; 2025Q4: 3,871 shares 3,871 $301K 0.03% -262 Timeline WTAI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,246 shares 10,246 $299K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: 3,608 shares; 2025Q3: 3,865 shares; 2025Q4: 4,220 shares 4,220 $295K 0.03% +355 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: 1,530 shares; 2024Q4: 1,781 shares; 2025Q1: 2,368 shares; 2025Q2: 2,832 shares; 2025Q3: 3,109 shares; 2025Q4: 3,014 shares 3,014 $295K 0.03% -95 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares 1,493 $294K 0.03% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,312 shares; 2025Q1: 5,783 shares; 2025Q2: 4,220 shares; 2025Q3: not reported; 2025Q4: 5,103 shares 5,103 $294K 0.03% new 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: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 824 shares 824 $291K 0.03% +142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,002 shares; 2025Q4: 6,048 shares 6,048 $290K 0.03% +1,046 Timeline DDWM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,643 shares 6,643 $289K 0.03% new Timeline SPHB 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: 15,949 shares; 2025Q2: 2,202 shares; 2025Q3: 2,156 shares; 2025Q4: 2,466 shares 2,466 $289K 0.03% +310 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 10,317 shares; 2025Q1: 10,778 shares; 2025Q2: 16,633 shares; 2025Q3: 17,105 shares; 2025Q4: 16,260 shares 16,260 $288K 0.03% -845 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: 1,767 shares; 2024Q4: 1,910 shares; 2025Q1: 1,971 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 2,040 shares 2,040 $288K 0.03% +184 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 2,288 shares; 2025Q4: 2,288 shares 2,288 $284K 0.03% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,505 shares 6,505 $279K 0.03% new 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: 4,808 shares; 2024Q4: 4,866 shares; 2025Q1: 5,128 shares; 2025Q2: 5,357 shares; 2025Q3: not reported; 2025Q4: 3,541 shares 3,541 $279K 0.03% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,880 shares 2,880 $277K 0.03% new Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,060 shares; 2025Q4: 3,052 shares 3,052 $276K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 2,002 shares; 2025Q4: 2,193 shares 2,193 $275K 0.03% +191 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: 6,710 shares; 2024Q4: 8,409 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 2,845 shares; 2025Q4: 3,150 shares 3,150 $275K 0.03% +305 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares 1,326 $272K 0.03% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,345 shares; 2025Q4: 2,282 shares 2,282 $272K 0.03% -63 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 471 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares 450 $271K 0.03% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,885 shares; 2025Q3: 5,198 shares; 2025Q4: 3,497 shares 3,497 $269K 0.03% -1,701 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,651 shares 6,651 $267K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,014 shares 6,014 $266K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: not reported; 2025Q1: 5,207 shares; 2025Q2: 6,241 shares; 2025Q3: 5,883 shares; 2025Q4: 6,896 shares 6,896 $265K 0.03% +1,013 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: not reported; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 1,736 shares 1,736 $265K 0.03% +433 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: 4,028 shares 4,028 $264K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,646 shares; 2025Q3: 1,624 shares; 2025Q4: 1,636 shares 1,636 $262K 0.03% +12 Timeline MTGP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,246 shares; 2025Q4: 5,853 shares 5,853 $261K 0.03% +607 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,922 shares; 2025Q3: 3,623 shares; 2025Q4: 2,154 shares 2,154 $255K 0.03% -1,469 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares 684 $255K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares 2,649 $254K 0.03% new Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,206 shares 12,206 $254K 0.03% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,904 shares; 2025Q4: 11,329 shares 11,329 $254K 0.03% -575 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,566 shares; 2025Q4: 4,469 shares 4,469 $253K 0.03% -1,097 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,145 shares; 2024Q4: 37,712 shares; 2025Q1: 45,162 shares; 2025Q2: 8,114 shares; 2025Q3: 6,199 shares; 2025Q4: 6,232 shares 6,232 $251K 0.03% +33 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,929 shares 4,929 $251K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares; 2025Q4: 10,059 shares 10,059 $250K 0.03% +959 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 1,950 shares; 2025Q4: 1,978 shares 1,978 $250K 0.03% +28 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,266 shares 2,266 $250K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,210 shares 5,210 $249K 0.03% new Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,428 shares; 2025Q3: 8,190 shares; 2025Q4: 8,752 shares 8,752 $249K 0.03% +562 Timeline DTH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,367 shares; 2025Q4: 4,805 shares 4,805 $248K 0.03% +438 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 2,058 shares 2,058 $248K 0.03% +4 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,881 shares; 2025Q3: 4,986 shares; 2025Q4: 5,169 shares 5,169 $247K 0.03% +183 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: 5,208 shares; 2024Q4: 5,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,014 shares 3,014 $242K 0.03% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,811 shares 5,811 $241K 0.03% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 6,873 shares; 2025Q1: 6,106 shares; 2025Q2: 5,204 shares; 2025Q3: 5,380 shares; 2025Q4: 5,428 shares 5,428 $241K 0.03% +48 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,507 shares; 2025Q4: 6,589 shares 6,589 $240K 0.03% +82 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,057 shares 4,057 $237K 0.03% new 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: not reported; 2025Q2: 2,319 shares; 2025Q3: 2,333 shares; 2025Q4: 2,887 shares 2,887 $236K 0.03% +554 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 813 shares 813 $232K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,508 shares; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 4,315 shares 4,315 $232K 0.03% -208 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: not reported; 2025Q4: 4,282 shares 4,282 $231K 0.03% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,657 shares; 2025Q1: 3,279 shares; 2025Q2: 2,710 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares 2,214 $229K 0.03% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,430 shares; 2025Q1: not reported; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 8,430 shares 8,430 $229K 0.03% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares 2,452 $229K 0.03% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 3,340 shares; 2025Q4: 3,340 shares 3,340 $228K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,263 shares; 2025Q4: 1,169 shares 1,169 $228K 0.03% -94 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,892 shares; 2025Q4: 5,877 shares 5,877 $227K 0.03% -15 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 763 shares 763 $226K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,567 shares; 2025Q3: 1,571 shares; 2025Q4: 1,620 shares 1,620 $225K 0.03% +49 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $222K 0.02% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $220K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares 1,425 $220K 0.02% new Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,737 shares; 2025Q3: 4,620 shares; 2025Q4: 3,605 shares 3,605 $219K 0.02% -1,015 Timeline JIG 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: 2,978 shares 2,978 $218K 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,797 shares 3,797 $217K 0.02% new 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: 916 shares; 2025Q1: not reported; 2025Q2: 789 shares; 2025Q3: 854 shares; 2025Q4: 817 shares 817 $216K 0.02% -37 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,212 shares 2,212 $214K 0.02% +2 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: 1,651 shares 1,651 $213K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $213K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares 726 $210K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,836 shares 7,836 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,575 shares 1,575 $207K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,507 shares; 2025Q4: 2,511 shares 2,511 $207K 0.02% +4 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,454 shares 3,454 $207K 0.02% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,935 shares; 2025Q1: not reported; 2025Q2: 5,417 shares; 2025Q3: 5,236 shares; 2025Q4: 4,568 shares 4,568 $206K 0.02% -668 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares 3,411 $205K 0.02% new Timeline IWMI 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: not reported; 2025Q4: 4,190 shares 4,190 $204K 0.02% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 8,574 shares; 2025Q4: 9,004 shares 9,004 $202K 0.02% +430 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares 347 $201K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,095 shares 4,095 $201K 0.02% new Timeline FXN 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: 43,995 shares; 2024Q4: 42,490 shares; 2025Q1: 28,164 shares; 2025Q2: 22,352 shares; 2025Q3: 11,805 shares; 2025Q4: 10,078 shares 10,078 $166K 0.02% -1,727 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: 55,300 shares; 2024Q4: 60,660 shares; 2025Q1: 69,099 shares; 2025Q2: 10,909 shares; 2025Q3: 10,961 shares; 2025Q4: 14,271 shares 14,271 $160K 0.02% +3,310 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,410 shares; 2025Q4: 18,410 shares 18,410 $146K 0.02% +1,000 Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK 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: 11,276 shares; 2025Q4: 11,276 shares 11,276 $139K 0.02% 0 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,123 shares 10,123 $119K 0.01% new 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: 13,324 shares; 2024Q4: 11,955 shares; 2025Q1: 11,935 shares; 2025Q2: 11,935 shares; 2025Q3: 10,275 shares; 2025Q4: 10,275 shares 10,275 $97.9K 0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS 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: 25,902 shares 25,902 $96.4K 0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,391 shares 13,391 $51.4K 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC 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: 10,325 shares; 2025Q4: 10,325 shares 10,325 $33.5K <0.01% 0 Timeline