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: 138,731 shares; 2024Q4: 143,020 shares; 2025Q1: 371,873 shares; 2025Q2: 197,471 shares; 2025Q3: 197,730 shares; 2025Q4: 197,046 shares 197,046 $135M 3.3% -684 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: 160,499 shares; 2024Q4: 159,157 shares; 2025Q1: 275,656 shares; 2025Q2: 135,236 shares; 2025Q3: 133,082 shares; 2025Q4: 141,906 shares 141,906 $96.8M 2.37% +8,824 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: 60,392 shares; 2024Q4: 59,077 shares; 2025Q1: 139,905 shares; 2025Q2: 80,553 shares; 2025Q3: 86,173 shares; 2025Q4: 107,407 shares 107,407 $67.4M 1.65% +21,234 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: 105,052 shares; 2024Q4: 105,967 shares; 2025Q1: 227,921 shares; 2025Q2: 130,645 shares; 2025Q3: 134,444 shares; 2025Q4: 156,881 shares 156,881 $60.7M 1.48% +22,437 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,254 shares; 2024Q4: 161,066 shares; 2025Q1: 469,567 shares; 2025Q2: 236,784 shares; 2025Q3: 202,248 shares; 2025Q4: 200,004 shares 200,004 $54.4M 1.33% -2,244 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: 548,456 shares; 2024Q4: 554,003 shares; 2025Q1: 1,205,445 shares; 2025Q2: 560,626 shares; 2025Q3: 549,626 shares; 2025Q4: 573,795 shares 573,795 $54M 1.32% +24,169 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: 363,427 shares; 2024Q4: 357,122 shares; 2025Q1: 761,711 shares; 2025Q2: 363,986 shares; 2025Q3: 357,070 shares; 2025Q4: 362,878 shares 362,878 $54M 1.32% +5,808 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: 641,384 shares; 2024Q4: 596,418 shares; 2025Q1: 1,295,413 shares; 2025Q2: 771,867 shares; 2025Q3: 1,188,986 shares; 2025Q4: 1,201,039 shares 1,201,039 $53.4M 1.31% +12,053 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: 83,056 shares; 2024Q4: 85,078 shares; 2025Q1: 225,853 shares; 2025Q2: 121,719 shares; 2025Q3: 100,406 shares; 2025Q4: 102,806 shares 102,806 $49.7M 1.22% +2,400 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: 279,979 shares; 2024Q4: 298,308 shares; 2025Q1: 819,211 shares; 2025Q2: 535,746 shares; 2025Q3: 542,976 shares; 2025Q4: 552,035 shares 552,035 $44.3M 1.08% +9,059 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: 66,203 shares; 2024Q4: 60,348 shares; 2025Q1: 156,229 shares; 2025Q2: 78,832 shares; 2025Q3: 65,696 shares; 2025Q4: 68,980 shares 68,980 $42.4M 1.04% +3,284 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: 296,745 shares; 2024Q4: 309,492 shares; 2025Q1: 823,942 shares; 2025Q2: 470,976 shares; 2025Q3: 483,513 shares; 2025Q4: 475,258 shares 475,258 $40.2M 0.98% -8,255 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311,437 shares; 2025Q2: 716,366 shares; 2025Q3: 746,322 shares; 2025Q4: 826,781 shares 826,781 $37.7M 0.92% +80,459 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: 334,055 shares; 2024Q4: 356,647 shares; 2025Q1: 793,337 shares; 2025Q2: 403,459 shares; 2025Q3: 417,045 shares; 2025Q4: 443,441 shares 443,441 $36.6M 0.89% +26,396 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: 194,117 shares; 2024Q4: 222,942 shares; 2025Q1: 442,246 shares; 2025Q2: 259,898 shares; 2025Q3: 189,712 shares; 2025Q4: 195,983 shares 195,983 $36.6M 0.89% +6,271 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: 7,550 shares; 2024Q4: 8,419 shares; 2025Q1: 70,519 shares; 2025Q2: 565,462 shares; 2025Q3: 814,646 shares; 2025Q4: 828,480 shares 828,480 $36.2M 0.88% +13,834 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,095 shares; 2024Q4: 537,619 shares; 2025Q1: 1,137,015 shares; 2025Q2: 563,584 shares; 2025Q3: 681,148 shares; 2025Q4: 720,441 shares 720,441 $35.4M 0.87% +39,293 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: 280,016 shares; 2024Q4: 317,709 shares; 2025Q1: 590,267 shares; 2025Q2: 319,743 shares; 2025Q3: 319,383 shares; 2025Q4: 326,689 shares 326,689 $34.9M 0.85% +7,306 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: 49,363 shares; 2024Q4: 48,930 shares; 2025Q1: 120,920 shares; 2025Q2: 74,897 shares; 2025Q3: 73,325 shares; 2025Q4: 69,141 shares 69,141 $34.8M 0.85% -4,184 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: 554,431 shares; 2024Q4: 595,459 shares; 2025Q1: 1,375,060 shares; 2025Q2: 723,650 shares; 2025Q3: 723,416 shares; 2025Q4: 755,317 shares 755,317 $33.5M 0.82% +31,901 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: 527,759 shares; 2024Q4: 521,412 shares; 2025Q1: 1,127,396 shares; 2025Q2: 562,442 shares; 2025Q3: 567,713 shares; 2025Q4: 587,548 shares 587,548 $33.4M 0.82% +19,835 Timeline HDEF 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: 485,160 shares; 2024Q4: 498,694 shares; 2025Q1: 1,449,245 shares; 2025Q2: 946,990 shares; 2025Q3: 968,915 shares; 2025Q4: 992,462 shares 992,462 $30.8M 0.75% +23,547 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,226 shares; 2024Q4: 347,765 shares; 2025Q1: 708,585 shares; 2025Q2: 360,206 shares; 2025Q3: 369,813 shares; 2025Q4: 388,839 shares 388,839 $30.3M 0.74% +19,026 Timeline SPBO 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: 349,853 shares; 2024Q4: 377,854 shares; 2025Q1: 1,234,855 shares; 2025Q2: 904,105 shares; 2025Q3: 964,157 shares; 2025Q4: 991,804 shares 991,804 $29.1M 0.71% +27,647 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443,169 shares; 2024Q4: 462,693 shares; 2025Q1: 921,926 shares; 2025Q2: 634,967 shares; 2025Q3: 634,849 shares; 2025Q4: 631,222 shares 631,222 $28.5M 0.7% -3,627 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,164 shares; 2024Q4: 64,680 shares; 2025Q1: 211,717 shares; 2025Q2: 148,919 shares; 2025Q3: 149,196 shares; 2025Q4: 97,497 shares 97,497 $28.1M 0.69% -51,699 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: 305,495 shares; 2024Q4: 333,695 shares; 2025Q1: 671,487 shares; 2025Q2: 316,538 shares; 2025Q3: 295,181 shares; 2025Q4: 261,638 shares 261,638 $27.1M 0.66% -33,543 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,932 shares; 2024Q4: 490,163 shares; 2025Q1: 983,063 shares; 2025Q2: 502,761 shares; 2025Q3: 513,036 shares; 2025Q4: 544,835 shares 544,835 $26.6M 0.65% +31,799 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: 82,708 shares; 2024Q4: 75,194 shares; 2025Q1: 161,441 shares; 2025Q2: 87,857 shares; 2025Q3: 81,881 shares; 2025Q4: 83,763 shares 83,763 $26.3M 0.64% +1,882 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: 63,628 shares; 2024Q4: 61,943 shares; 2025Q1: 159,105 shares; 2025Q2: 108,346 shares; 2025Q3: 87,233 shares; 2025Q4: 83,349 shares 83,349 $26.1M 0.64% -3,884 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: 174,266 shares; 2024Q4: 183,242 shares; 2025Q1: 722,153 shares; 2025Q2: 540,649 shares; 2025Q3: 559,749 shares; 2025Q4: 565,029 shares 565,029 $25M 0.61% +5,280 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: 117,264 shares; 2024Q4: 106,153 shares; 2025Q1: 267,396 shares; 2025Q2: 132,646 shares; 2025Q3: 106,965 shares; 2025Q4: 107,925 shares 107,925 $24.9M 0.61% +960 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: 71,289 shares; 2024Q4: 69,771 shares; 2025Q1: 141,046 shares; 2025Q2: 69,955 shares; 2025Q3: 68,708 shares; 2025Q4: 69,522 shares 69,522 $23.3M 0.57% +814 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: 58,729 shares; 2024Q4: 57,993 shares; 2025Q1: 129,836 shares; 2025Q2: 83,188 shares; 2025Q3: 71,579 shares; 2025Q4: 71,334 shares 71,334 $23M 0.56% -245 Timeline DFAC 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: 557,699 shares; 2024Q4: 565,622 shares; 2025Q1: 1,178,972 shares; 2025Q2: 589,951 shares; 2025Q3: 594,422 shares; 2025Q4: 579,442 shares 579,442 $22.9M 0.56% -14,980 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: 80,485 shares; 2024Q4: 85,546 shares; 2025Q1: 336,562 shares; 2025Q2: 212,733 shares; 2025Q3: 195,832 shares; 2025Q4: 188,743 shares 188,743 $22.7M 0.56% -7,089 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: 224,102 shares; 2024Q4: 224,960 shares; 2025Q1: 527,193 shares; 2025Q2: 253,487 shares; 2025Q3: 234,019 shares; 2025Q4: 247,429 shares 247,429 $22.1M 0.54% +13,410 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,102 shares; 2025Q1: 574,404 shares; 2025Q2: 298,528 shares; 2025Q3: 308,342 shares; 2025Q4: 299,530 shares 299,530 $22.1M 0.54% -8,812 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: 288,127 shares; 2024Q4: 154,166 shares; 2025Q1: 437,323 shares; 2025Q2: 328,629 shares; 2025Q3: 375,703 shares; 2025Q4: 440,774 shares 440,774 $21.9M 0.53% +65,071 Timeline TSPA 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: 232 shares; 2025Q1: 954,963 shares; 2025Q2: 468,914 shares; 2025Q3: 478,894 shares; 2025Q4: 496,630 shares 496,630 $21.2M 0.52% +17,736 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: 53,324 shares; 2024Q4: 69,146 shares; 2025Q1: 220,503 shares; 2025Q2: 116,894 shares; 2025Q3: 106,753 shares; 2025Q4: 110,120 shares 110,120 $21.1M 0.52% +3,367 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: 296,356 shares; 2024Q4: 303,404 shares; 2025Q1: 778,064 shares; 2025Q2: 552,460 shares; 2025Q3: 311,640 shares; 2025Q4: 328,964 shares 328,964 $20.6M 0.5% +17,324 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: 141,765 shares; 2024Q4: 150,168 shares; 2025Q1: 326,699 shares; 2025Q2: 178,182 shares; 2025Q3: 184,783 shares; 2025Q4: 211,406 shares 211,406 $20.3M 0.5% +26,623 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,451 shares; 2024Q4: 366,118 shares; 2025Q1: 1,030,148 shares; 2025Q2: 637,452 shares; 2025Q3: 661,842 shares; 2025Q4: 667,814 shares 667,814 $20.2M 0.49% +5,972 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: 443,878 shares; 2024Q4: 460,885 shares; 2025Q1: 1,308,854 shares; 2025Q2: 794,108 shares; 2025Q3: 865,293 shares; 2025Q4: 866,033 shares 866,033 $19.9M 0.49% +740 Timeline HISF 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: 279,920 shares; 2025Q4: 440,757 shares 440,757 $19.9M 0.49% +160,837 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: 54,069 shares; 2024Q4: 50,152 shares; 2025Q1: 159,336 shares; 2025Q2: 80,749 shares; 2025Q3: 67,267 shares; 2025Q4: 56,179 shares 56,179 $19.4M 0.48% -11,088 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: 122,065 shares; 2024Q4: 127,620 shares; 2025Q1: 365,742 shares; 2025Q2: 266,237 shares; 2025Q3: 271,935 shares; 2025Q4: 272,274 shares 272,274 $18.9M 0.46% +339 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: 302,694 shares; 2024Q4: 327,372 shares; 2025Q1: 708,671 shares; 2025Q2: 357,982 shares; 2025Q3: 368,785 shares; 2025Q4: 394,991 shares 394,991 $18.5M 0.45% +26,206 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: 225,927 shares; 2024Q4: 235,546 shares; 2025Q1: 529,914 shares; 2025Q2: 280,444 shares; 2025Q3: 287,984 shares; 2025Q4: 313,662 shares 313,662 $18.2M 0.44% +25,678 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,840 shares; 2024Q4: 113,059 shares; 2025Q1: 332,353 shares; 2025Q2: 250,701 shares; 2025Q3: 269,698 shares; 2025Q4: 282,483 shares 282,483 $17.8M 0.44% +12,785 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: 34,250 shares; 2024Q4: 35,716 shares; 2025Q1: 108,630 shares; 2025Q2: 50,831 shares; 2025Q3: 33,602 shares; 2025Q4: 35,298 shares 35,298 $17.2M 0.42% +1,696 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,324 shares; 2024Q4: 17,127 shares; 2025Q1: 52,679 shares; 2025Q2: 291,828 shares; 2025Q3: 283,065 shares; 2025Q4: 267,504 shares 267,504 $17.2M 0.42% -15,561 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: 960,120 shares; 2024Q4: 924,290 shares; 2025Q1: 1,936,840 shares; 2025Q2: 888,086 shares; 2025Q3: 869,928 shares; 2025Q4: 720,082 shares 720,082 $17M 0.42% -149,846 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,847 shares; 2024Q4: 265,219 shares; 2025Q1: 729,224 shares; 2025Q2: 393,565 shares; 2025Q3: 335,345 shares; 2025Q4: 329,617 shares 329,617 $16.7M 0.41% -5,728 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: 176,270 shares; 2024Q4: 185,456 shares; 2025Q1: 522,497 shares; 2025Q2: 354,456 shares; 2025Q3: 320,264 shares; 2025Q4: 271,578 shares 271,578 $16.3M 0.4% -48,686 Timeline DFSV 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: 470,490 shares; 2024Q4: 470,177 shares; 2025Q1: 937,554 shares; 2025Q2: 484,377 shares; 2025Q3: 483,817 shares; 2025Q4: 492,987 shares 492,987 $16.2M 0.4% +9,170 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: 24,852 shares; 2024Q4: 54,889 shares; 2025Q1: 145,729 shares; 2025Q2: 73,669 shares; 2025Q3: 81,541 shares; 2025Q4: 87,152 shares 87,152 $16.1M 0.39% +5,611 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: 86,348 shares; 2024Q4: 93,138 shares; 2025Q1: 328,029 shares; 2025Q2: 247,068 shares; 2025Q3: 249,520 shares; 2025Q4: 250,269 shares 250,269 $15.7M 0.39% +749 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,433 shares; 2024Q4: 69,473 shares; 2025Q1: 279,309 shares; 2025Q2: 243,851 shares; 2025Q3: 304,089 shares; 2025Q4: 337,607 shares 337,607 $15.6M 0.38% +33,518 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: 66,469 shares; 2024Q4: 1,206,424 shares; 2025Q1: 160,165 shares; 2025Q2: 96,823 shares; 2025Q3: 102,324 shares; 2025Q4: 151,525 shares 151,525 $15.2M 0.37% +49,201 Timeline PTLC 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: 320,044 shares; 2024Q4: 338,358 shares; 2025Q1: 483,421 shares; 2025Q2: 276,861 shares; 2025Q3: 267,601 shares; 2025Q4: 269,820 shares 269,820 $15M 0.37% +2,219 Timeline PTNQ 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: 117,841 shares; 2024Q4: 126,226 shares; 2025Q1: 314,429 shares; 2025Q2: 183,469 shares; 2025Q3: 169,582 shares; 2025Q4: 179,275 shares 179,275 $14.1M 0.34% +9,693 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: 235,592 shares; 2025Q1: 784,631 shares; 2025Q2: 530,678 shares; 2025Q3: 538,027 shares; 2025Q4: 528,132 shares 528,132 $14M 0.34% -9,895 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: 36,665 shares; 2024Q4: 39,362 shares; 2025Q1: 107,225 shares; 2025Q2: 61,217 shares; 2025Q3: 92,166 shares; 2025Q4: 91,810 shares 91,810 $14M 0.34% -356 Timeline ALTL 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: 346,483 shares; 2024Q4: 341,383 shares; 2025Q1: 827,295 shares; 2025Q2: 419,791 shares; 2025Q3: 345,746 shares; 2025Q4: 313,910 shares 313,910 $13.5M 0.33% -31,836 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,480 shares; 2024Q4: 40,355 shares; 2025Q1: 125,750 shares; 2025Q2: 76,749 shares; 2025Q3: 74,578 shares; 2025Q4: 73,542 shares 73,542 $13.1M 0.32% -1,036 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: 112,334 shares; 2024Q4: 121,594 shares; 2025Q1: 463,342 shares; 2025Q2: 349,890 shares; 2025Q3: 373,346 shares; 2025Q4: 378,075 shares 378,075 $13M 0.32% +4,729 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: 21,826 shares; 2024Q4: 21,990 shares; 2025Q1: 66,419 shares; 2025Q2: 42,702 shares; 2025Q3: 38,489 shares; 2025Q4: 37,302 shares 37,302 $12.8M 0.31% -1,187 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: 235,707 shares; 2024Q4: 259,887 shares; 2025Q1: 537,638 shares; 2025Q2: 298,513 shares; 2025Q3: 256,424 shares; 2025Q4: 273,704 shares 273,704 $12.8M 0.31% +17,280 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: 14,822 shares; 2024Q4: 18,061 shares; 2025Q1: 50,830 shares; 2025Q2: 25,790 shares; 2025Q3: 26,712 shares; 2025Q4: 27,243 shares 27,243 $12.8M 0.31% +531 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: 16,590 shares; 2024Q4: 16,977 shares; 2025Q1: 44,706 shares; 2025Q2: 23,256 shares; 2025Q3: 17,771 shares; 2025Q4: 19,317 shares 19,317 $12.8M 0.31% +1,546 Timeline PALC 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: 249,313 shares; 2024Q4: 250,589 shares; 2025Q1: 616,651 shares; 2025Q2: 298,698 shares; 2025Q3: 247,369 shares; 2025Q4: 241,743 shares 241,743 $12.6M 0.31% -5,626 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: 231,243 shares; 2024Q4: 233,664 shares; 2025Q1: 528,780 shares; 2025Q2: 285,816 shares; 2025Q3: 187,738 shares; 2025Q4: 218,305 shares 218,305 $12.5M 0.31% +30,567 Timeline DFIC 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: 316,105 shares; 2024Q4: 341,429 shares; 2025Q1: 714,038 shares; 2025Q2: 365,684 shares; 2025Q3: 375,745 shares; 2025Q4: 361,461 shares 361,461 $12.5M 0.3% -14,284 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: not reported; 2024Q4: 111,603 shares; 2025Q1: 245,120 shares; 2025Q2: 129,751 shares; 2025Q3: 131,479 shares; 2025Q4: 134,204 shares 134,204 $12.5M 0.3% +2,725 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: 29,093 shares; 2024Q4: 19,803 shares; 2025Q1: 63,767 shares; 2025Q2: 35,650 shares; 2025Q3: 28,147 shares; 2025Q4: 27,590 shares 27,590 $12.4M 0.3% -557 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,881 shares; 2024Q4: 163,019 shares; 2025Q1: 429,962 shares; 2025Q2: 253,227 shares; 2025Q3: 257,207 shares; 2025Q4: 265,826 shares 265,826 $12.1M 0.3% +8,619 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 154,463 shares; 2025Q4: 158,824 shares 158,824 $11.9M 0.29% +4,361 Timeline FCTR 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: 393,106 shares; 2024Q4: 388,883 shares; 2025Q1: 946,678 shares; 2025Q2: 416,444 shares; 2025Q3: 346,382 shares; 2025Q4: 332,325 shares 332,325 $11.9M 0.29% -14,057 Timeline PTL 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: 14,629 shares; 2025Q1: 29,408 shares; 2025Q2: 10,148 shares; 2025Q3: 10,334 shares; 2025Q4: 46,630 shares 46,630 $11.6M 0.28% +36,296 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: 92,468 shares; 2024Q4: 92,695 shares; 2025Q1: 195,119 shares; 2025Q2: 97,553 shares; 2025Q3: 96,034 shares; 2025Q4: 93,746 shares 93,746 $11.6M 0.28% -2,288 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: 61,595 shares; 2024Q4: 112,052 shares; 2025Q1: 144,411 shares; 2025Q2: 107,826 shares; 2025Q3: 110,227 shares; 2025Q4: 112,635 shares 112,635 $11.2M 0.28% +2,408 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,575 shares; 2024Q4: 66,978 shares; 2025Q1: 135,217 shares; 2025Q2: 64,995 shares; 2025Q3: 61,935 shares; 2025Q4: 63,116 shares 63,116 $11.2M 0.27% +1,181 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: 225,492 shares; 2024Q4: 248,912 shares; 2025Q1: 930,808 shares; 2025Q2: 663,387 shares; 2025Q3: 446,538 shares; 2025Q4: 440,475 shares 440,475 $11.1M 0.27% -6,063 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: 60,879 shares; 2024Q4: 61,992 shares; 2025Q1: 144,935 shares; 2025Q2: 57,016 shares; 2025Q3: 54,377 shares; 2025Q4: 53,487 shares 53,487 $11.1M 0.27% -890 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: 12,102 shares; 2024Q4: 11,836 shares; 2025Q1: 31,378 shares; 2025Q2: 30,526 shares; 2025Q3: 27,489 shares; 2025Q4: 27,853 shares 27,853 $11M 0.27% +364 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: 84,118 shares; 2024Q4: 85,316 shares; 2025Q1: 206,059 shares; 2025Q2: 130,449 shares; 2025Q3: 118,393 shares; 2025Q4: 115,502 shares 115,502 $11M 0.27% -2,891 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,497 shares; 2024Q4: 89,367 shares; 2025Q1: 348,440 shares; 2025Q2: 321,075 shares; 2025Q3: 310,352 shares; 2025Q4: 452,539 shares 452,539 $10.9M 0.27% +142,187 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: 152,456 shares; 2024Q4: 177,824 shares; 2025Q1: 665,869 shares; 2025Q2: 348,190 shares; 2025Q3: 130,019 shares; 2025Q4: 143,751 shares 143,751 $10.6M 0.26% +13,732 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: 1,217 shares; 2024Q4: 15,242 shares; 2025Q1: 7,097 shares; 2025Q2: 16,757 shares; 2025Q3: 22,015 shares; 2025Q4: 41,860 shares 41,860 $10.6M 0.26% +19,845 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: 91,950 shares; 2024Q4: 115,478 shares; 2025Q1: 268,599 shares; 2025Q2: 143,754 shares; 2025Q3: 132,400 shares; 2025Q4: 130,816 shares 130,816 $10.5M 0.26% -1,584 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,726 shares; 2024Q4: 52,384 shares; 2025Q1: 101,631 shares; 2025Q2: 322,171 shares; 2025Q3: 339,024 shares; 2025Q4: 350,568 shares 350,568 $10.4M 0.26% +11,544 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,726 shares; 2024Q4: 88,803 shares; 2025Q1: 205,455 shares; 2025Q2: 110,056 shares; 2025Q3: 109,440 shares; 2025Q4: 114,708 shares 114,708 $10.4M 0.26% +5,268 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,670 shares; 2024Q4: 26,179 shares; 2025Q1: 170,445 shares; 2025Q2: 92,285 shares; 2025Q3: 90,558 shares; 2025Q4: 90,717 shares 90,717 $10.3M 0.25% +159 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,882 shares; 2024Q4: 30,126 shares; 2025Q1: 74,565 shares; 2025Q2: 32,265 shares; 2025Q3: 34,260 shares; 2025Q4: 35,924 shares 35,924 $10.2M 0.25% +1,664 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: 29,402 shares; 2024Q4: 29,652 shares; 2025Q1: 62,400 shares; 2025Q2: 34,958 shares; 2025Q3: 39,267 shares; 2025Q4: 41,254 shares 41,254 $10.2M 0.25% +1,987 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,827 shares; 2024Q4: 98,978 shares; 2025Q1: 199,259 shares; 2025Q2: 98,584 shares; 2025Q3: 97,565 shares; 2025Q4: 101,352 shares 101,352 $10.1M 0.25% +3,787 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: not reported; 2024Q4: 93,012 shares; 2025Q1: 361,960 shares; 2025Q2: 277,545 shares; 2025Q3: 290,086 shares; 2025Q4: 279,329 shares 279,329 $10M 0.24% -10,757 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: 12,518 shares; 2024Q4: 12,042 shares; 2025Q1: 36,329 shares; 2025Q2: 19,439 shares; 2025Q3: 81,436 shares; 2025Q4: 79,594 shares 79,594 $9.97M 0.24% -1,842 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: not reported; 2024Q4: 125,553 shares; 2025Q1: 427,745 shares; 2025Q2: 305,634 shares; 2025Q3: 307,790 shares; 2025Q4: 198,100 shares 198,100 $9.9M 0.24% -109,690 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,122 shares; 2024Q4: 184,984 shares; 2025Q1: 514,290 shares; 2025Q2: 335,281 shares; 2025Q3: 340,647 shares; 2025Q4: 352,380 shares 352,380 $9.69M 0.24% +11,733 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,630 shares; 2024Q4: 26,171 shares; 2025Q1: 78,653 shares; 2025Q2: 43,723 shares; 2025Q3: 43,262 shares; 2025Q4: 42,281 shares 42,281 $9.63M 0.24% -981 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: 32,837 shares; 2024Q4: 35,882 shares; 2025Q1: 97,962 shares; 2025Q2: 61,233 shares; 2025Q3: 64,596 shares; 2025Q4: 66,950 shares 66,950 $9.61M 0.24% +2,354 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,281 shares; 2025Q1: 74,581 shares; 2025Q2: 110,417 shares; 2025Q3: 191,054 shares; 2025Q4: 270,072 shares 270,072 $9.54M 0.23% +79,018 Timeline VONV 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: 100,194 shares; 2024Q4: 101,742 shares; 2025Q1: 199,555 shares; 2025Q2: 99,109 shares; 2025Q3: 100,483 shares; 2025Q4: 103,370 shares 103,370 $9.54M 0.23% +2,887 Timeline BUFS 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: 131,486 shares; 2025Q1: 508,756 shares; 2025Q2: 407,071 shares; 2025Q3: 424,028 shares; 2025Q4: 414,105 shares 414,105 $9.46M 0.23% -9,923 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: 42,264 shares; 2024Q4: 42,614 shares; 2025Q1: 87,647 shares; 2025Q2: 43,446 shares; 2025Q3: 43,671 shares; 2025Q4: 44,105 shares 44,105 $9.35M 0.23% +434 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: 15,246 shares; 2024Q4: 14,972 shares; 2025Q1: 39,035 shares; 2025Q2: 15,096 shares; 2025Q3: 13,689 shares; 2025Q4: 16,261 shares 16,261 $9.32M 0.23% +2,572 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,254 shares; 2024Q4: 112,807 shares; 2025Q1: 244,591 shares; 2025Q2: 140,932 shares; 2025Q3: 144,870 shares; 2025Q4: 169,947 shares 169,947 $9.3M 0.23% +25,077 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: 110,227 shares; 2024Q4: 110,446 shares; 2025Q1: 246,156 shares; 2025Q2: 110,021 shares; 2025Q3: 104,834 shares; 2025Q4: 107,632 shares 107,632 $9.28M 0.23% +2,798 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: 63,085 shares; 2024Q4: 59,672 shares; 2025Q1: 136,044 shares; 2025Q2: 72,684 shares; 2025Q3: 71,182 shares; 2025Q4: 76,996 shares 76,996 $9.25M 0.23% +5,814 Timeline FNDC 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: 212,439 shares; 2024Q4: 218,063 shares; 2025Q1: 434,601 shares; 2025Q2: 211,027 shares; 2025Q3: 205,583 shares; 2025Q4: 205,885 shares 205,885 $9.17M 0.22% +302 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,555 shares; 2025Q1: 5,418 shares; 2025Q2: 6,776 shares; 2025Q3: 8,191 shares; 2025Q4: 8,466 shares 8,466 $9.06M 0.22% +275 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: 140,868 shares; 2024Q4: 134,265 shares; 2025Q1: 373,283 shares; 2025Q2: 271,169 shares; 2025Q3: 154,481 shares; 2025Q4: 166,326 shares 166,326 $8.94M 0.22% +11,845 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,098 shares; 2024Q4: 30,156 shares; 2025Q1: 87,072 shares; 2025Q2: 50,728 shares; 2025Q3: 64,760 shares; 2025Q4: 64,841 shares 64,841 $8.94M 0.22% +81 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: 76,391 shares; 2024Q4: 81,667 shares; 2025Q1: 201,133 shares; 2025Q2: 107,232 shares; 2025Q3: 93,210 shares; 2025Q4: 96,501 shares 96,501 $8.82M 0.22% +3,291 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: 82,397 shares; 2024Q4: 88,782 shares; 2025Q1: 206,567 shares; 2025Q2: 105,818 shares; 2025Q3: 102,501 shares; 2025Q4: 121,349 shares 121,349 $8.67M 0.21% +18,848 Timeline JPSV 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: 45,687 shares; 2025Q1: 150,513 shares; 2025Q2: 125,844 shares; 2025Q3: 139,244 shares; 2025Q4: 149,251 shares 149,251 $8.66M 0.21% +10,007 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,070 shares; 2025Q1: 25,200 shares; 2025Q2: 12,144 shares; 2025Q3: 9,770 shares; 2025Q4: 10,016 shares 10,016 $8.64M 0.21% +246 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,137 shares; 2024Q4: 420,974 shares; 2025Q1: 784,178 shares; 2025Q2: 381,624 shares; 2025Q3: 430,379 shares; 2025Q4: 505,013 shares 505,013 $8.56M 0.21% +74,634 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,215 shares; 2024Q4: 31,909 shares; 2025Q1: 81,131 shares; 2025Q2: 39,299 shares; 2025Q3: 36,650 shares; 2025Q4: 37,197 shares 37,197 $8.5M 0.21% +547 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,280 shares; 2024Q4: 23,978 shares; 2025Q1: 73,708 shares; 2025Q2: 44,864 shares; 2025Q3: 45,817 shares; 2025Q4: 45,944 shares 45,944 $8.45M 0.21% +127 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,623 shares; 2025Q1: 105,482 shares; 2025Q2: 282,343 shares; 2025Q3: 292,096 shares; 2025Q4: 293,952 shares 293,952 $8.38M 0.2% +1,856 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,280 shares; 2024Q4: 174,781 shares; 2025Q1: 383,278 shares; 2025Q2: 182,930 shares; 2025Q3: 182,417 shares; 2025Q4: 184,292 shares 184,292 $8.38M 0.2% +1,875 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: 22,474 shares; 2024Q4: 23,256 shares; 2025Q1: 70,242 shares; 2025Q2: 42,249 shares; 2025Q3: 42,891 shares; 2025Q4: 42,692 shares 42,692 $8.33M 0.2% -199 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 91,646 shares; 2025Q1: 162,663 shares; 2025Q2: 156,336 shares; 2025Q3: 152,808 shares; 2025Q4: 147,691 shares 147,691 $8.33M 0.2% -5,117 Timeline CLOI 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: 9,584 shares; 2025Q1: 241,433 shares; 2025Q2: 153,503 shares; 2025Q3: 161,928 shares; 2025Q4: 156,918 shares 156,918 $8.29M 0.2% -5,010 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,928 shares; 2024Q4: 27,049 shares; 2025Q1: 84,939 shares; 2025Q2: 50,165 shares; 2025Q3: 51,592 shares; 2025Q4: 50,801 shares 50,801 $8.23M 0.2% -791 Timeline RWL 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: 41,723 shares; 2024Q4: 46,599 shares; 2025Q1: 265,102 shares; 2025Q2: 66,539 shares; 2025Q3: 67,561 shares; 2025Q4: 71,068 shares 71,068 $8.14M 0.2% +3,507 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,684 shares; 2024Q4: 247,111 shares; 2025Q1: 496,771 shares; 2025Q2: 245,601 shares; 2025Q3: 244,232 shares; 2025Q4: 246,270 shares 246,270 $8.07M 0.2% +2,038 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 5,207 shares; 2025Q1: 16,978 shares; 2025Q2: 8,544 shares; 2025Q3: 8,926 shares; 2025Q4: 9,832 shares 9,832 $7.96M 0.19% +906 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,602 shares; 2024Q4: 21,239 shares; 2025Q1: 66,170 shares; 2025Q2: 39,921 shares; 2025Q3: 40,898 shares; 2025Q4: 40,474 shares 40,474 $7.9M 0.19% -424 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: 9,039 shares; 2024Q4: 8,581 shares; 2025Q1: 20,821 shares; 2025Q2: 9,008 shares; 2025Q3: 7,494 shares; 2025Q4: 7,323 shares 7,323 $7.87M 0.19% -171 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: 11,688 shares; 2024Q4: 11,344 shares; 2025Q1: 212,639 shares; 2025Q2: 98,722 shares; 2025Q3: 96,456 shares; 2025Q4: 96,158 shares 96,158 $7.86M 0.19% -298 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,926 shares; 2024Q4: 14,018 shares; 2025Q1: 39,828 shares; 2025Q2: 23,132 shares; 2025Q3: 22,699 shares; 2025Q4: 22,332 shares 22,332 $7.85M 0.19% -367 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: 11,005 shares; 2024Q4: 11,261 shares; 2025Q1: 20,751 shares; 2025Q2: 10,209 shares; 2025Q3: 9,306 shares; 2025Q4: 8,817 shares 8,817 $7.75M 0.19% -489 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: 70,303 shares; 2024Q4: 61,552 shares; 2025Q1: 153,938 shares; 2025Q2: 86,035 shares; 2025Q3: 70,414 shares; 2025Q4: 69,210 shares 69,210 $7.71M 0.19% -1,204 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: 25,997 shares; 2024Q4: 25,465 shares; 2025Q1: 50,171 shares; 2025Q2: 30,646 shares; 2025Q3: 21,481 shares; 2025Q4: 21,586 shares 21,586 $7.57M 0.19% +105 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,394 shares; 2024Q4: 16,058 shares; 2025Q1: 38,859 shares; 2025Q2: 77,196 shares; 2025Q3: 82,589 shares; 2025Q4: 81,898 shares 81,898 $7.53M 0.18% -691 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: 87,674 shares; 2024Q4: 89,670 shares; 2025Q1: 231,850 shares; 2025Q2: 125,132 shares; 2025Q3: 131,787 shares; 2025Q4: 148,222 shares 148,222 $7.5M 0.18% +16,435 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,602 shares; 2024Q4: 52,009 shares; 2025Q1: 153,207 shares; 2025Q2: 81,934 shares; 2025Q3: 88,859 shares; 2025Q4: 93,635 shares 93,635 $7.44M 0.18% +4,776 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,770 shares; 2024Q4: 29,844 shares; 2025Q1: 91,546 shares; 2025Q2: 63,969 shares; 2025Q3: 66,137 shares; 2025Q4: 68,205 shares 68,205 $7.43M 0.18% +2,068 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: 2,442 shares; 2024Q4: 2,595 shares; 2025Q1: 7,007 shares; 2025Q2: 3,564 shares; 2025Q3: 5,435 shares; 2025Q4: 102,137 shares 102,137 $7.33M 0.18% +96,702 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: 132,539 shares; 2024Q4: 210,279 shares; 2025Q1: 270,694 shares; 2025Q2: 103,047 shares; 2025Q3: 110,965 shares; 2025Q4: 129,268 shares 129,268 $7.08M 0.17% +18,303 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,226 shares; 2024Q4: 13,510 shares; 2025Q1: 42,770 shares; 2025Q2: 26,298 shares; 2025Q3: 26,415 shares; 2025Q4: 26,177 shares 26,177 $7.02M 0.17% -238 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,469 shares; 2024Q4: 23,322 shares; 2025Q1: 57,194 shares; 2025Q2: 31,360 shares; 2025Q3: 20,178 shares; 2025Q4: 20,021 shares 20,021 $7.02M 0.17% -157 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,957 shares; 2024Q4: 18,232 shares; 2025Q1: 98,697 shares; 2025Q2: 54,525 shares; 2025Q3: 27,677 shares; 2025Q4: 26,876 shares 26,876 $6.96M 0.17% -801 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,189 shares; 2024Q4: 76,019 shares; 2025Q1: 135,989 shares; 2025Q2: 66,105 shares; 2025Q3: 61,037 shares; 2025Q4: 57,235 shares 57,235 $6.85M 0.17% -3,802 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: 12,488 shares; 2024Q4: 12,307 shares; 2025Q1: 33,404 shares; 2025Q2: 25,799 shares; 2025Q3: 22,452 shares; 2025Q4: 22,661 shares 22,661 $6.71M 0.16% +209 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: 371 shares; 2024Q4: 371 shares; 2025Q1: 406,999 shares; 2025Q2: 324,397 shares; 2025Q3: 340,115 shares; 2025Q4: 339,397 shares 339,397 $6.58M 0.16% -718 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: 249,472 shares; 2024Q4: 245,569 shares; 2025Q1: 514,329 shares; 2025Q2: 221,171 shares; 2025Q3: 209,101 shares; 2025Q4: 198,049 shares 198,049 $6.54M 0.16% -11,052 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: 37,745 shares; 2024Q4: 38,569 shares; 2025Q1: 135,920 shares; 2025Q2: 90,761 shares; 2025Q3: 91,579 shares; 2025Q4: 93,531 shares 93,531 $6.49M 0.16% +1,952 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,314 shares; 2024Q4: 16,713 shares; 2025Q1: 48,485 shares; 2025Q2: 28,528 shares; 2025Q3: 28,490 shares; 2025Q4: 28,266 shares 28,266 $6.47M 0.16% -224 Timeline FLTR 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: 158,985 shares; 2024Q4: 169,936 shares; 2025Q1: 390,928 shares; 2025Q2: 215,487 shares; 2025Q3: 249,362 shares; 2025Q4: 253,247 shares 253,247 $6.45M 0.16% +3,885 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,034 shares; 2024Q4: 62,258 shares; 2025Q1: 120,426 shares; 2025Q2: 67,809 shares; 2025Q3: 67,550 shares; 2025Q4: 66,926 shares 66,926 $6.43M 0.16% -624 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,001 shares; 2024Q4: 10,387 shares; 2025Q1: 70,594 shares; 2025Q2: 40,837 shares; 2025Q3: 41,797 shares; 2025Q4: 42,641 shares 42,641 $6.43M 0.16% +844 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: 19,467 shares; 2024Q4: 18,625 shares; 2025Q1: 18,251 shares; 2025Q2: 35,349 shares; 2025Q3: 32,732 shares; 2025Q4: 44,201 shares 44,201 $6.36M 0.16% +11,469 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,232 shares; 2024Q4: 22,033 shares; 2025Q1: 111,031 shares; 2025Q2: 105,024 shares; 2025Q3: 127,186 shares; 2025Q4: 132,941 shares 132,941 $6.34M 0.16% +5,755 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: 13,312 shares; 2024Q4: 13,859 shares; 2025Q1: 45,208 shares; 2025Q2: 22,065 shares; 2025Q3: 17,845 shares; 2025Q4: 20,824 shares 20,824 $6.33M 0.15% +2,979 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,600 shares; 2024Q4: 49,929 shares; 2025Q1: 95,721 shares; 2025Q2: 46,490 shares; 2025Q3: 46,069 shares; 2025Q4: 43,277 shares 43,277 $6.24M 0.15% -2,792 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: 258,724 shares; 2024Q4: 185,827 shares; 2025Q1: 444,436 shares; 2025Q2: 137,195 shares; 2025Q3: 132,831 shares; 2025Q4: 123,446 shares 123,446 $6.21M 0.15% -9,385 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,122 shares; 2024Q4: 79,973 shares; 2025Q1: 170,678 shares; 2025Q2: 92,682 shares; 2025Q3: 105,478 shares; 2025Q4: 108,090 shares 108,090 $6.18M 0.15% +2,612 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,313 shares; 2024Q4: 87,043 shares; 2025Q1: 307,021 shares; 2025Q2: 124,481 shares; 2025Q3: 121,480 shares; 2025Q4: 120,780 shares 120,780 $6.18M 0.15% -700 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,953 shares; 2025Q1: 114,406 shares; 2025Q2: 72,778 shares; 2025Q3: 86,130 shares; 2025Q4: 105,857 shares 105,857 $6.15M 0.15% +19,727 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: 11,744 shares; 2024Q4: 11,618 shares; 2025Q1: 25,354 shares; 2025Q2: 36,651 shares; 2025Q3: 35,788 shares; 2025Q4: 35,931 shares 35,931 $6.15M 0.15% +143 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: 46,646 shares; 2024Q4: 189,708 shares; 2025Q1: 473,354 shares; 2025Q2: 256,672 shares; 2025Q3: 248,475 shares; 2025Q4: 271,127 shares 271,127 $6.14M 0.15% +22,652 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 260 shares; 2025Q2: 930 shares; 2025Q3: 190,259 shares; 2025Q4: 204,284 shares 204,284 $6.07M 0.15% +14,025 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,651 shares; 2024Q4: 52,360 shares; 2025Q1: 86,134 shares; 2025Q2: 21,835 shares; 2025Q3: 25,889 shares; 2025Q4: 21,886 shares 21,886 $6.06M 0.15% -4,003 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: 109,180 shares; 2024Q4: 112,893 shares; 2025Q1: 362,411 shares; 2025Q2: 212,705 shares; 2025Q3: 211,968 shares; 2025Q4: 218,584 shares 218,584 $6.02M 0.15% +6,616 Timeline FYX 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: 16,293 shares; 2025Q1: 61,998 shares; 2025Q2: 66,693 shares; 2025Q3: 57,346 shares; 2025Q4: 53,081 shares 53,081 $6.01M 0.15% -4,265 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,223 shares; 2024Q4: 30,592 shares; 2025Q1: 76,563 shares; 2025Q2: 58,713 shares; 2025Q3: 53,519 shares; 2025Q4: 57,174 shares 57,174 $6M 0.15% +3,655 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: 54,119 shares; 2024Q4: 53,087 shares; 2025Q1: 106,061 shares; 2025Q2: 53,809 shares; 2025Q3: 51,449 shares; 2025Q4: 50,661 shares 50,661 $5.94M 0.15% -788 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,127 shares; 2024Q4: 24,972 shares; 2025Q1: 74,676 shares; 2025Q2: 54,568 shares; 2025Q3: 58,447 shares; 2025Q4: 60,055 shares 60,055 $5.9M 0.14% +1,608 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: 1,030 shares; 2024Q4: 2,173 shares; 2025Q1: 7,367 shares; 2025Q2: 140,501 shares; 2025Q3: 134,758 shares; 2025Q4: 146,623 shares 146,623 $5.9M 0.14% +11,865 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,673 shares; 2024Q4: 29,297 shares; 2025Q1: 79,692 shares; 2025Q2: 49,886 shares; 2025Q3: 53,067 shares; 2025Q4: 49,271 shares 49,271 $5.88M 0.14% -3,796 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,094 shares; 2024Q4: 185,293 shares; 2025Q1: 385,010 shares; 2025Q2: 155,490 shares; 2025Q3: 146,317 shares; 2025Q4: 137,537 shares 137,537 $5.85M 0.14% -8,780 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,023 shares; 2024Q4: 45,892 shares; 2025Q1: 82,397 shares; 2025Q2: 44,973 shares; 2025Q3: 44,886 shares; 2025Q4: 44,000 shares 44,000 $5.84M 0.14% -886 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,291 shares; 2024Q4: 17,783 shares; 2025Q1: 55,531 shares; 2025Q2: 33,430 shares; 2025Q3: 33,928 shares; 2025Q4: 33,516 shares 33,516 $5.84M 0.14% -412 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST 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: 113,649 shares; 2025Q4: 232,991 shares 232,991 $5.83M 0.14% +119,342 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,484 shares; 2025Q1: 32,030 shares; 2025Q2: 20,400 shares; 2025Q3: 18,806 shares; 2025Q4: 18,663 shares 18,663 $5.83M 0.14% -143 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 441 shares; 2025Q1: 231,274 shares; 2025Q2: 108,326 shares; 2025Q3: 113,315 shares; 2025Q4: 139,508 shares 139,508 $5.77M 0.14% +26,193 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: 198,997 shares; 2024Q4: 212,452 shares; 2025Q1: 479,353 shares; 2025Q2: 207,731 shares; 2025Q3: 212,680 shares; 2025Q4: 223,868 shares 223,868 $5.76M 0.14% +11,188 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,052 shares; 2024Q4: 71,908 shares; 2025Q1: 241,467 shares; 2025Q2: 167,984 shares; 2025Q3: 159,775 shares; 2025Q4: 158,706 shares 158,706 $5.75M 0.14% -1,069 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 79,481 shares; 2025Q2: 59,323 shares; 2025Q3: 64,152 shares; 2025Q4: 63,666 shares 63,666 $5.73M 0.14% -486 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: 112,368 shares; 2024Q4: 118,166 shares; 2025Q1: 380,102 shares; 2025Q2: 223,464 shares; 2025Q3: 224,689 shares; 2025Q4: 232,178 shares 232,178 $5.71M 0.14% +7,489 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: 157,657 shares; 2024Q4: 161,881 shares; 2025Q1: 319,867 shares; 2025Q2: 163,178 shares; 2025Q3: 150,551 shares; 2025Q4: 139,408 shares 139,408 $5.68M 0.14% -11,143 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: not reported; 2024Q4: 17,321 shares; 2025Q1: 47,984 shares; 2025Q2: 28,647 shares; 2025Q3: 24,980 shares; 2025Q4: 39,150 shares 39,150 $5.61M 0.14% +14,170 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: 57,467 shares; 2024Q4: 57,764 shares; 2025Q1: 98,636 shares; 2025Q2: 50,601 shares; 2025Q3: 48,100 shares; 2025Q4: 45,671 shares 45,671 $5.61M 0.14% -2,429 Timeline SECT 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: 47,338 shares; 2024Q4: 53,015 shares; 2025Q1: 159,884 shares; 2025Q2: 88,809 shares; 2025Q3: 87,921 shares; 2025Q4: 86,781 shares 86,781 $5.6M 0.14% -1,140 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,271 shares; 2024Q4: 520,838 shares; 2025Q1: 2,068,884 shares; 2025Q2: 1,007,989 shares; 2025Q3: 981,727 shares; 2025Q4: 928,473 shares 928,473 $5.55M 0.14% -53,254 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 965 shares; 2025Q1: 3,301 shares; 2025Q2: 46,208 shares; 2025Q3: 46,490 shares; 2025Q4: 41,663 shares 41,663 $5.53M 0.14% -4,827 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: 88,686 shares; 2024Q4: 85,834 shares; 2025Q1: 299,019 shares; 2025Q2: 144,071 shares; 2025Q3: 75,376 shares; 2025Q4: 81,312 shares 81,312 $5.47M 0.13% +5,936 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: 24,377 shares; 2024Q4: 5,567 shares; 2025Q1: 55,580 shares; 2025Q2: 26,326 shares; 2025Q3: 25,895 shares; 2025Q4: 25,453 shares 25,453 $5.46M 0.13% -442 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,053 shares; 2024Q4: 37,134 shares; 2025Q1: 80,985 shares; 2025Q2: 44,722 shares; 2025Q3: 49,360 shares; 2025Q4: 53,688 shares 53,688 $5.39M 0.13% +4,328 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: 67,726 shares; 2024Q4: 68,566 shares; 2025Q1: 138,706 shares; 2025Q2: 68,598 shares; 2025Q3: 69,705 shares; 2025Q4: 75,309 shares 75,309 $5.38M 0.13% +5,604 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: 38,443 shares; 2024Q4: 38,707 shares; 2025Q1: 116,455 shares; 2025Q2: 123,747 shares; 2025Q3: 133,901 shares; 2025Q4: 90,771 shares 90,771 $5.29M 0.13% -43,130 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,067 shares; 2025Q1: 309,020 shares; 2025Q2: 158,762 shares; 2025Q3: 164,677 shares; 2025Q4: 159,561 shares 159,561 $5.28M 0.13% -5,116 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: 48,326 shares; 2024Q4: 47,535 shares; 2025Q1: 102,481 shares; 2025Q2: 54,907 shares; 2025Q3: 52,731 shares; 2025Q4: 55,579 shares 55,579 $5.18M 0.13% +2,848 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,993 shares; 2024Q4: 24,306 shares; 2025Q1: 81,521 shares; 2025Q2: 56,949 shares; 2025Q3: 57,189 shares; 2025Q4: 57,684 shares 57,684 $5.08M 0.12% +495 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,137 shares; 2024Q4: 139,681 shares; 2025Q1: 371,877 shares; 2025Q2: 274,126 shares; 2025Q3: 243,412 shares; 2025Q4: 257,747 shares 257,747 $5.05M 0.12% +14,335 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: 57,577 shares; 2024Q4: 56,345 shares; 2025Q1: 119,564 shares; 2025Q2: 59,614 shares; 2025Q3: 59,885 shares; 2025Q4: 62,043 shares 62,043 $5.04M 0.12% +2,158 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: 12,661 shares; 2025Q1: 115,595 shares; 2025Q2: 63,522 shares; 2025Q3: 72,025 shares; 2025Q4: 188,753 shares 188,753 $5.04M 0.12% +116,728 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: 3,163 shares; 2024Q4: 10,248 shares; 2025Q1: 38,066 shares; 2025Q2: 40,943 shares; 2025Q3: 104,943 shares; 2025Q4: 96,972 shares 96,972 $4.94M 0.12% -7,971 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,395 shares; 2024Q4: 95,955 shares; 2025Q1: 179,151 shares; 2025Q2: 92,231 shares; 2025Q3: 93,341 shares; 2025Q4: 91,215 shares 91,215 $4.92M 0.12% -2,126 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,015 shares; 2024Q4: 19,281 shares; 2025Q1: 36,833 shares; 2025Q2: 89,981 shares; 2025Q3: 92,200 shares; 2025Q4: 95,373 shares 95,373 $4.89M 0.12% +3,173 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,155 shares; 2024Q4: 120,280 shares; 2025Q1: 205,471 shares; 2025Q2: 106,512 shares; 2025Q3: 109,703 shares; 2025Q4: 106,756 shares 106,756 $4.86M 0.12% -2,947 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: 14,234 shares; 2024Q4: 14,144 shares; 2025Q1: 39,545 shares; 2025Q2: 20,486 shares; 2025Q3: 17,348 shares; 2025Q4: 18,267 shares 18,267 $4.84M 0.12% +919 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,045 shares; 2024Q4: 48,641 shares; 2025Q1: 105,490 shares; 2025Q2: 48,459 shares; 2025Q3: 44,410 shares; 2025Q4: 53,849 shares 53,849 $4.8M 0.12% +9,439 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: 87,688 shares; 2024Q4: 54,619 shares; 2025Q1: 178,910 shares; 2025Q2: 92,126 shares; 2025Q3: 82,835 shares; 2025Q4: 106,823 shares 106,823 $4.78M 0.12% +23,988 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: 106,804 shares; 2024Q4: 97,874 shares; 2025Q1: 390,301 shares; 2025Q2: 182,168 shares; 2025Q3: 90,155 shares; 2025Q4: 98,631 shares 98,631 $4.77M 0.12% +8,476 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,659 shares; 2024Q4: 31,547 shares; 2025Q1: 56,440 shares; 2025Q2: 23,114 shares; 2025Q3: 23,744 shares; 2025Q4: 73,717 shares 73,717 $4.75M 0.12% +49,973 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,460 shares; 2025Q1: 32,317 shares; 2025Q2: 18,763 shares; 2025Q3: 18,418 shares; 2025Q4: 18,301 shares 18,301 $4.71M 0.12% -117 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,174 shares; 2024Q4: 59,548 shares; 2025Q1: 131,354 shares; 2025Q2: 69,457 shares; 2025Q3: 62,227 shares; 2025Q4: 65,099 shares 65,099 $4.69M 0.11% +2,872 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: 31,622 shares; 2024Q4: 29,594 shares; 2025Q1: 86,537 shares; 2025Q2: 53,051 shares; 2025Q3: 52,730 shares; 2025Q4: 50,350 shares 50,350 $4.66M 0.11% -2,380 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,356 shares; 2024Q4: 41,268 shares; 2025Q1: 87,166 shares; 2025Q2: 47,248 shares; 2025Q3: 46,627 shares; 2025Q4: 49,223 shares 49,223 $4.64M 0.11% +2,596 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,943 shares; 2024Q4: 297,134 shares; 2025Q1: 505,821 shares; 2025Q2: 260,692 shares; 2025Q3: 267,464 shares; 2025Q4: 264,447 shares 264,447 $4.59M 0.11% -3,017 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 96,752 shares; 2025Q2: 47,335 shares; 2025Q3: 48,971 shares; 2025Q4: 49,096 shares 49,096 $4.58M 0.11% +125 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,571 shares; 2024Q4: 12,536 shares; 2025Q1: 26,529 shares; 2025Q2: 15,434 shares; 2025Q3: 13,712 shares; 2025Q4: 13,037 shares 13,037 $4.56M 0.11% -675 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 29,917 shares; 2025Q1: 88,456 shares; 2025Q2: 54,055 shares; 2025Q3: 53,544 shares; 2025Q4: 51,424 shares 51,424 $4.54M 0.11% -2,120 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,652 shares; 2024Q4: 37,776 shares; 2025Q1: 68,862 shares; 2025Q2: 35,889 shares; 2025Q3: 36,313 shares; 2025Q4: 35,550 shares 35,550 $4.54M 0.11% -763 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: 47,189 shares; 2024Q4: 51,792 shares; 2025Q1: 33,292 shares; 2025Q2: 122,158 shares; 2025Q3: 118,962 shares; 2025Q4: 118,208 shares 118,208 $4.54M 0.11% -754 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 10,112 shares; 2025Q1: 33,319 shares; 2025Q2: 22,501 shares; 2025Q3: 22,586 shares; 2025Q4: 22,390 shares 22,390 $4.47M 0.11% -196 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,452 shares; 2024Q4: 18,103 shares; 2025Q1: 35,492 shares; 2025Q2: 18,438 shares; 2025Q3: 18,567 shares; 2025Q4: 18,095 shares 18,095 $4.47M 0.11% -472 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: not reported; 2024Q4: 29,734 shares; 2025Q1: 63,622 shares; 2025Q2: 33,875 shares; 2025Q3: 31,529 shares; 2025Q4: 31,384 shares 31,384 $4.46M 0.11% -145 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: 19,914 shares; 2024Q4: 21,589 shares; 2025Q1: 53,209 shares; 2025Q2: 32,483 shares; 2025Q3: 27,934 shares; 2025Q4: 27,780 shares 27,780 $4.46M 0.11% -154 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,518 shares; 2024Q4: 55,506 shares; 2025Q1: 127,908 shares; 2025Q2: 72,270 shares; 2025Q3: 72,270 shares; 2025Q4: 71,244 shares 71,244 $4.43M 0.11% -1,026 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: 93,534 shares; 2024Q4: 90,079 shares; 2025Q1: 174,724 shares; 2025Q2: 79,441 shares; 2025Q3: 73,214 shares; 2025Q4: 51,518 shares 51,518 $4.42M 0.11% -21,696 Timeline EQAL 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: 57,242 shares; 2024Q4: 56,836 shares; 2025Q1: 128,776 shares; 2025Q2: 71,363 shares; 2025Q3: 79,484 shares; 2025Q4: 83,365 shares 83,365 $4.39M 0.11% +3,881 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,303 shares; 2024Q4: 190,844 shares; 2025Q1: 1,690,754 shares; 2025Q2: 795,201 shares; 2025Q3: 115,952 shares; 2025Q4: 134,396 shares 134,396 $4.38M 0.11% +18,444 Timeline SHE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 126 shares; 2025Q4: 33,081 shares 33,081 $4.37M 0.11% +32,955 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: 20,587 shares; 2024Q4: 21,352 shares; 2025Q1: 51,706 shares; 2025Q2: 29,070 shares; 2025Q3: 21,332 shares; 2025Q4: 22,314 shares 22,314 $4.35M 0.11% +982 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,062 shares; 2024Q4: 131,733 shares; 2025Q1: 321,823 shares; 2025Q2: 243,148 shares; 2025Q3: 205,405 shares; 2025Q4: 218,051 shares 218,051 $4.3M 0.11% +12,646 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,907 shares; 2024Q4: 12,423 shares; 2025Q1: 28,700 shares; 2025Q2: 17,892 shares; 2025Q3: 19,222 shares; 2025Q4: 20,466 shares 20,466 $4.28M 0.1% +1,244 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,768 shares; 2024Q4: 32,427 shares; 2025Q1: 64,902 shares; 2025Q2: 32,681 shares; 2025Q3: 33,414 shares; 2025Q4: 36,418 shares 36,418 $4.15M 0.1% +3,004 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: 805 shares; 2024Q4: 802 shares; 2025Q1: 1,492 shares; 2025Q2: 798 shares; 2025Q3: 726 shares; 2025Q4: 772 shares 772 $4.14M 0.1% +46 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: 20,414 shares; 2024Q4: 21,515 shares; 2025Q1: 43,720 shares; 2025Q2: 21,503 shares; 2025Q3: 21,028 shares; 2025Q4: 20,797 shares 20,797 $4.13M 0.1% -231 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: 373,312 shares; 2024Q4: 374,166 shares; 2025Q1: 777,179 shares; 2025Q2: 373,775 shares; 2025Q3: 369,294 shares; 2025Q4: 360,831 shares 360,831 $4.06M 0.1% -8,463 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: 6,786 shares; 2024Q4: 6,991 shares; 2025Q1: 20,752 shares; 2025Q2: 8,116 shares; 2025Q3: 7,934 shares; 2025Q4: 7,935 shares 7,935 $4.05M 0.1% +1 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: 36,903 shares; 2024Q4: 36,527 shares; 2025Q1: 81,554 shares; 2025Q2: 40,173 shares; 2025Q3: 38,146 shares; 2025Q4: 43,385 shares 43,385 $4.04M 0.1% +5,239 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 2,381 shares; 2025Q1: 8,451 shares; 2025Q2: 4,710 shares; 2025Q3: 4,906 shares; 2025Q4: 5,253 shares 5,253 $4.02M 0.1% +347 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: 12,223 shares; 2024Q4: 13,963 shares; 2025Q1: 35,015 shares; 2025Q2: 18,894 shares; 2025Q3: 19,066 shares; 2025Q4: 18,249 shares 18,249 $4.01M 0.1% -817 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: 69,711 shares; 2024Q4: 73,107 shares; 2025Q1: 244,040 shares; 2025Q2: 203,106 shares; 2025Q3: 206,752 shares; 2025Q4: 86,031 shares 86,031 $3.96M 0.1% -120,721 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,392 shares; 2024Q4: 120,117 shares; 2025Q1: 280,783 shares; 2025Q2: 216,358 shares; 2025Q3: 179,203 shares; 2025Q4: 191,666 shares 191,666 $3.95M 0.1% +12,463 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: 14,481 shares; 2024Q4: 12,572 shares; 2025Q1: 27,791 shares; 2025Q2: 16,890 shares; 2025Q3: 13,065 shares; 2025Q4: 12,770 shares 12,770 $3.9M 0.1% -295 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,705 shares; 2024Q4: 152,699 shares; 2025Q1: 279,853 shares; 2025Q2: 142,565 shares; 2025Q3: 147,102 shares; 2025Q4: 138,423 shares 138,423 $3.88M 0.09% -8,679 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: 10,968 shares; 2024Q4: 11,583 shares; 2025Q1: 28,189 shares; 2025Q2: 18,315 shares; 2025Q3: 15,123 shares; 2025Q4: 15,445 shares 15,445 $3.87M 0.09% +322 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,545 shares; 2024Q4: 120,606 shares; 2025Q1: 288,718 shares; 2025Q2: 227,701 shares; 2025Q3: 187,148 shares; 2025Q4: 204,576 shares 204,576 $3.85M 0.09% +17,428 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,403 shares; 2025Q1: 51,169 shares; 2025Q2: 270,943 shares; 2025Q3: 209,570 shares; 2025Q4: 222,866 shares 222,866 $3.77M 0.09% +13,296 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: 13,101 shares; 2024Q4: 12,711 shares; 2025Q1: 41,073 shares; 2025Q2: 23,065 shares; 2025Q3: 21,027 shares; 2025Q4: 20,552 shares 20,552 $3.77M 0.09% -475 Timeline MDYV 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: 41,110 shares; 2024Q4: 41,307 shares; 2025Q1: 83,550 shares; 2025Q2: 41,449 shares; 2025Q3: 41,064 shares; 2025Q4: 44,188 shares 44,188 $3.74M 0.09% +3,124 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: 42,687 shares; 2024Q4: 41,503 shares; 2025Q1: 89,276 shares; 2025Q2: 49,533 shares; 2025Q3: 50,233 shares; 2025Q4: 50,825 shares 50,825 $3.74M 0.09% +592 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: 42,090 shares; 2024Q4: 42,064 shares; 2025Q1: 82,712 shares; 2025Q2: 47,449 shares; 2025Q3: 44,289 shares; 2025Q4: 38,159 shares 38,159 $3.67M 0.09% -6,130 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,309 shares; 2025Q1: 9,968 shares; 2025Q2: 3,997 shares; 2025Q3: 861 shares; 2025Q4: 7,741 shares 7,741 $3.61M 0.09% +6,880 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 8,766 shares; 2025Q1: 16,961 shares; 2025Q2: 11,259 shares; 2025Q3: 6,961 shares; 2025Q4: 6,307 shares 6,307 $3.6M 0.09% -654 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: 12,714 shares; 2024Q4: 13,702 shares; 2025Q1: 35,369 shares; 2025Q2: 20,562 shares; 2025Q3: 21,582 shares; 2025Q4: 21,942 shares 21,942 $3.55M 0.09% +360 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,538 shares; 2024Q4: 44,748 shares; 2025Q1: 106,479 shares; 2025Q2: 58,622 shares; 2025Q3: 55,606 shares; 2025Q4: 55,202 shares 55,202 $3.52M 0.09% -404 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,888 shares; 2024Q4: 77,752 shares; 2025Q1: 170,630 shares; 2025Q2: 88,449 shares; 2025Q3: 92,467 shares; 2025Q4: 62,350 shares 62,350 $3.51M 0.09% -30,117 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: 3,885 shares; 2024Q4: 3,821 shares; 2025Q1: 10,201 shares; 2025Q2: 5,175 shares; 2025Q3: 3,726 shares; 2025Q4: 37,190 shares 37,190 $3.49M 0.09% +33,464 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: 15,006 shares; 2024Q4: 15,206 shares; 2025Q1: 50,928 shares; 2025Q2: 25,783 shares; 2025Q3: 15,393 shares; 2025Q4: 16,181 shares 16,181 $3.43M 0.08% +788 Timeline PHDG 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: 39,248 shares; 2024Q4: 42,084 shares; 2025Q1: 153,076 shares; 2025Q2: 91,696 shares; 2025Q3: 91,464 shares; 2025Q4: 90,968 shares 90,968 $3.41M 0.08% -496 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: 58,998 shares; 2024Q4: 65,244 shares; 2025Q1: 160,796 shares; 2025Q2: 74,474 shares; 2025Q3: 74,511 shares; 2025Q4: 78,630 shares 78,630 $3.4M 0.08% +4,119 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: 30,437 shares; 2024Q4: 30,533 shares; 2025Q1: 92,491 shares; 2025Q2: 52,661 shares; 2025Q3: 44,838 shares; 2025Q4: 44,041 shares 44,041 $3.39M 0.08% -797 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,253 shares; 2024Q4: 20,827 shares; 2025Q1: 43,271 shares; 2025Q2: 22,791 shares; 2025Q3: 21,811 shares; 2025Q4: 20,742 shares 20,742 $3.38M 0.08% -1,069 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,928 shares; 2024Q4: 20,458 shares; 2025Q1: 70,161 shares; 2025Q2: 44,599 shares; 2025Q3: 42,849 shares; 2025Q4: 38,120 shares 38,120 $3.37M 0.08% -4,729 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: 19,361 shares; 2024Q4: 19,980 shares; 2025Q1: 45,602 shares; 2025Q2: 25,336 shares; 2025Q3: 27,691 shares; 2025Q4: 28,223 shares 28,223 $3.37M 0.08% +532 Timeline RLY 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: 61,773 shares; 2024Q4: 64,553 shares; 2025Q1: 169,294 shares; 2025Q2: 102,091 shares; 2025Q3: 102,362 shares; 2025Q4: 105,620 shares 105,620 $3.32M 0.08% +3,258 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,322 shares; 2025Q3: 99,583 shares; 2025Q4: 122,932 shares 122,932 $3.31M 0.08% +23,349 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: 15,943 shares; 2024Q4: 50,891 shares; 2025Q1: 67,223 shares; 2025Q2: 34,821 shares; 2025Q3: 35,183 shares; 2025Q4: 37,905 shares 37,905 $3.3M 0.08% +2,722 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 1,153 shares; 2025Q1: 2,628 shares; 2025Q2: 16,547 shares; 2025Q3: 16,013 shares; 2025Q4: 27,553 shares 27,553 $3.29M 0.08% +11,540 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 17,170 shares; 2025Q1: 39,065 shares; 2025Q2: 19,186 shares; 2025Q3: 16,867 shares; 2025Q4: 18,063 shares 18,063 $3.27M 0.08% +1,196 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: 27,577 shares; 2024Q4: 26,884 shares; 2025Q1: 52,086 shares; 2025Q2: 26,650 shares; 2025Q3: 23,644 shares; 2025Q4: 23,018 shares 23,018 $3.25M 0.08% -626 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: 8,081 shares; 2024Q4: 8,078 shares; 2025Q1: 15,368 shares; 2025Q2: 15,938 shares; 2025Q3: 10,449 shares; 2025Q4: 10,446 shares 10,446 $3.22M 0.08% -3 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: 17,578 shares; 2024Q4: 17,585 shares; 2025Q1: 49,710 shares; 2025Q2: 30,594 shares; 2025Q3: 31,523 shares; 2025Q4: 31,615 shares 31,615 $3.21M 0.08% +92 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: 4,539 shares; 2024Q4: 4,412 shares; 2025Q1: 13,253 shares; 2025Q2: 21,651 shares; 2025Q3: 19,611 shares; 2025Q4: 20,060 shares 20,060 $3.21M 0.08% +449 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: 934 shares; 2024Q4: 1,234 shares; 2025Q1: 5,972 shares; 2025Q2: 5,881 shares; 2025Q3: 15,621 shares; 2025Q4: 75,460 shares 75,460 $3.21M 0.08% +59,839 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,352 shares; 2024Q4: 98,352 shares; 2025Q1: 211,704 shares; 2025Q2: 135,227 shares; 2025Q3: 185,677 shares; 2025Q4: 191,102 shares 191,102 $3.18M 0.08% +5,425 Timeline ILDR 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: 5,100 shares; 2025Q3: 93,919 shares; 2025Q4: 95,031 shares 95,031 $3.14M 0.08% +1,112 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,859 shares; 2024Q4: 25,715 shares; 2025Q1: 68,462 shares; 2025Q2: 46,123 shares; 2025Q3: 58,620 shares; 2025Q4: 76,023 shares 76,023 $3.13M 0.08% +17,403 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: 1,331 shares; 2024Q4: 2,303 shares; 2025Q1: 16,323 shares; 2025Q2: 82,947 shares; 2025Q3: 67,768 shares; 2025Q4: 90,190 shares 90,190 $3.13M 0.08% +22,422 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,184 shares; 2024Q4: 30,591 shares; 2025Q1: 65,588 shares; 2025Q2: 38,686 shares; 2025Q3: 32,259 shares; 2025Q4: 32,334 shares 32,334 $3.11M 0.08% +75 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: 87,600 shares; 2024Q4: 88,100 shares; 2025Q1: 182,112 shares; 2025Q2: 93,787 shares; 2025Q3: 92,611 shares; 2025Q4: 64,753 shares 64,753 $3.11M 0.08% -27,858 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: 24,398 shares; 2024Q4: 24,364 shares; 2025Q1: 23,452 shares; 2025Q2: 23,443 shares; 2025Q3: 23,195 shares; 2025Q4: 23,944 shares 23,944 $3.09M 0.08% +749 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: 23,688 shares; 2024Q4: 73,411 shares; 2025Q1: 149,584 shares; 2025Q2: 96,529 shares; 2025Q3: 99,000 shares; 2025Q4: 112,317 shares 112,317 $3.08M 0.08% +13,317 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: 12,797 shares; 2025Q1: 30,378 shares; 2025Q2: 19,657 shares; 2025Q3: 12,906 shares; 2025Q4: 14,260 shares 14,260 $3.05M 0.07% +1,354 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 11,076 shares; 2025Q1: 26,793 shares; 2025Q2: 33,619 shares; 2025Q3: 30,274 shares; 2025Q4: 32,550 shares 32,550 $3.05M 0.07% +2,276 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: not reported; 2024Q4: 18,847 shares; 2025Q1: 56,096 shares; 2025Q2: 31,873 shares; 2025Q3: 33,540 shares; 2025Q4: 50,687 shares 50,687 $3.04M 0.07% +17,147 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: 57,351 shares; 2024Q4: 60,986 shares; 2025Q1: 204,840 shares; 2025Q2: 80,195 shares; 2025Q3: 17,368 shares; 2025Q4: 15,886 shares 15,886 $3.03M 0.07% -1,482 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: 84,028 shares; 2024Q4: 83,826 shares; 2025Q1: 188,081 shares; 2025Q2: 84,516 shares; 2025Q3: 87,585 shares; 2025Q4: 89,630 shares 89,630 $3.03M 0.07% +2,045 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: 7,485 shares; 2024Q4: 7,307 shares; 2025Q1: 17,876 shares; 2025Q2: 11,904 shares; 2025Q3: 12,138 shares; 2025Q4: 13,145 shares 13,145 $3.03M 0.07% +1,007 Timeline AFMC 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: 3,837 shares; 2025Q2: 4,650 shares; 2025Q3: 85,282 shares; 2025Q4: 87,517 shares 87,517 $3.02M 0.07% +2,235 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: 56,825 shares; 2024Q4: 58,481 shares; 2025Q1: 86,396 shares; 2025Q2: 48,725 shares; 2025Q3: 42,647 shares; 2025Q4: 45,011 shares 45,011 $2.97M 0.07% +2,364 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,213 shares; 2025Q1: 17,634 shares; 2025Q2: 8,514 shares; 2025Q3: 7,613 shares; 2025Q4: 9,143 shares 9,143 $2.95M 0.07% +1,530 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,929 shares; 2024Q4: 14,705 shares; 2025Q1: 49,567 shares; 2025Q2: 24,960 shares; 2025Q3: 21,583 shares; 2025Q4: 23,059 shares 23,059 $2.9M 0.07% +1,476 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: 36,425 shares; 2024Q4: 34,737 shares; 2025Q1: 128,784 shares; 2025Q2: 28,262 shares; 2025Q3: 35,326 shares; 2025Q4: 36,722 shares 36,722 $2.89M 0.07% +1,396 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: 31,183 shares; 2024Q4: 31,391 shares; 2025Q1: 63,305 shares; 2025Q2: 58,165 shares; 2025Q3: 59,479 shares; 2025Q4: 64,104 shares 64,104 $2.89M 0.07% +4,625 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: 4,393 shares; 2024Q4: 4,251 shares; 2025Q1: 9,635 shares; 2025Q2: 7,017 shares; 2025Q3: 5,014 shares; 2025Q4: 4,979 shares 4,979 $2.88M 0.07% -35 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,472 shares; 2024Q4: 10,002 shares; 2025Q1: 27,936 shares; 2025Q2: 15,118 shares; 2025Q3: 12,465 shares; 2025Q4: 11,173 shares 11,173 $2.87M 0.07% -1,292 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,451 shares; 2024Q4: 32,641 shares; 2025Q1: 88,952 shares; 2025Q2: 47,084 shares; 2025Q3: 40,690 shares; 2025Q4: 40,750 shares 40,750 $2.85M 0.07% +60 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: 7,080 shares; 2024Q4: 7,086 shares; 2025Q1: 19,989 shares; 2025Q2: 10,701 shares; 2025Q3: 11,554 shares; 2025Q4: 11,757 shares 11,757 $2.84M 0.07% +203 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,127 shares; 2024Q4: 27,397 shares; 2025Q1: 56,174 shares; 2025Q2: 28,071 shares; 2025Q3: 28,089 shares; 2025Q4: 30,375 shares 30,375 $2.81M 0.07% +2,286 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: 59,403 shares; 2024Q4: 62,198 shares; 2025Q1: 130,861 shares; 2025Q2: 66,608 shares; 2025Q3: 65,194 shares; 2025Q4: 69,486 shares 69,486 $2.8M 0.07% +4,292 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: 14,210 shares; 2024Q4: 14,406 shares; 2025Q1: 31,881 shares; 2025Q2: 12,810 shares; 2025Q3: 12,673 shares; 2025Q4: 15,543 shares 15,543 $2.76M 0.07% +2,870 Timeline MINV MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 76,211 shares; 2025Q3: 76,211 shares; 2025Q4: 78,028 shares 78,028 $2.76M 0.07% +1,817 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,375 shares; 2025Q1: 11,950 shares; 2025Q2: 22,054 shares; 2025Q3: 21,258 shares; 2025Q4: 21,233 shares 21,233 $2.74M 0.07% -25 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: 18,095 shares; 2024Q4: 17,884 shares; 2025Q1: 28,107 shares; 2025Q2: 14,313 shares; 2025Q3: 13,307 shares; 2025Q4: 13,285 shares 13,285 $2.73M 0.07% -22 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,301 shares; 2025Q1: 9,867 shares; 2025Q2: 5,033 shares; 2025Q3: 5,006 shares; 2025Q4: 17,540 shares 17,540 $2.72M 0.07% +12,534 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: 15,645 shares; 2024Q4: 16,769 shares; 2025Q1: 35,803 shares; 2025Q2: 20,401 shares; 2025Q3: 37,832 shares; 2025Q4: 37,986 shares 37,986 $2.71M 0.07% +154 Timeline TOPT ISHARES TR More: 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: 16,543 shares; 2025Q4: 86,098 shares 86,098 $2.69M 0.07% +69,555 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,572 shares 23,572 $2.62M 0.06% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,588 shares; 2025Q1: 2,951 shares; 2025Q2: 6,734 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares 4,608 $2.61M 0.06% 0 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: 19,318 shares; 2024Q4: 20,091 shares; 2025Q1: 52,522 shares; 2025Q2: 30,683 shares; 2025Q3: 29,812 shares; 2025Q4: 29,890 shares 29,890 $2.61M 0.06% +78 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,297 shares; 2024Q4: 45,864 shares; 2025Q1: 124,768 shares; 2025Q2: 68,359 shares; 2025Q3: 65,866 shares; 2025Q4: 60,160 shares 60,160 $2.57M 0.06% -5,706 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: 18,943 shares; 2024Q4: 14,033 shares; 2025Q1: 18,834 shares; 2025Q2: 11,730 shares; 2025Q3: 9,615 shares; 2025Q4: 8,975 shares 8,975 $2.56M 0.06% -640 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 43,095 shares; 2025Q1: 78,610 shares; 2025Q2: 22,132 shares; 2025Q3: 22,623 shares; 2025Q4: 22,008 shares 22,008 $2.51M 0.06% -615 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 432 shares; 2025Q2: 618 shares; 2025Q3: 900 shares; 2025Q4: 13,412 shares 13,412 $2.5M 0.06% +12,512 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: 19,471 shares; 2024Q4: 19,592 shares; 2025Q1: 39,489 shares; 2025Q2: 21,393 shares; 2025Q3: 18,627 shares; 2025Q4: 17,697 shares 17,697 $2.5M 0.06% -930 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,236 shares; 2024Q4: 20,872 shares; 2025Q1: 47,560 shares; 2025Q2: 23,242 shares; 2025Q3: 24,407 shares; 2025Q4: 24,308 shares 24,308 $2.49M 0.06% -99 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 16,309 shares; 2025Q1: 37,091 shares; 2025Q2: 20,796 shares; 2025Q3: 20,352 shares; 2025Q4: 25,529 shares 25,529 $2.48M 0.06% +5,177 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: 37,502 shares; 2024Q4: 34,553 shares; 2025Q1: 85,950 shares; 2025Q2: 54,864 shares; 2025Q3: 42,196 shares; 2025Q4: 43,014 shares 43,014 $2.48M 0.06% +818 Timeline PTMC 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: 35,180 shares; 2024Q4: 46,458 shares; 2025Q1: 119,586 shares; 2025Q2: 67,594 shares; 2025Q3: 66,948 shares; 2025Q4: 69,313 shares 69,313 $2.47M 0.06% +2,365 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: 10,700 shares; 2025Q1: 30,663 shares; 2025Q2: 19,247 shares; 2025Q3: 20,082 shares; 2025Q4: 19,357 shares 19,357 $2.45M 0.06% -725 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: 156 shares; 2024Q4: 391 shares; 2025Q1: 3,869 shares; 2025Q2: 5,719 shares; 2025Q3: 15,599 shares; 2025Q4: 19,405 shares 19,405 $2.41M 0.06% +3,806 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 10,960 shares; 2025Q1: 25,223 shares; 2025Q2: 12,418 shares; 2025Q3: 11,560 shares; 2025Q4: 11,640 shares 11,640 $2.39M 0.06% +80 Timeline ARKW 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: 24,297 shares; 2024Q4: 24,297 shares; 2025Q1: 20,297 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,737 shares 15,737 $2.32M 0.06% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,200 shares; 2024Q4: 19,670 shares; 2025Q1: 19,670 shares; 2025Q2: 20,265 shares; 2025Q3: 21,458 shares; 2025Q4: 21,171 shares 21,171 $2.32M 0.06% -287 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: 10,765 shares; 2024Q4: 10,618 shares; 2025Q1: 35,627 shares; 2025Q2: 21,854 shares; 2025Q3: 18,988 shares; 2025Q4: 20,109 shares 20,109 $2.32M 0.06% +1,121 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 13,992 shares; 2025Q1: 4,142 shares; 2025Q2: 1,946 shares; 2025Q3: 2,346 shares; 2025Q4: 16,719 shares 16,719 $2.31M 0.06% +14,373 Timeline EWW 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: 11,735 shares; 2024Q4: 10,736 shares; 2025Q1: 10,247 shares; 2025Q2: 34,321 shares; 2025Q3: 40,855 shares; 2025Q4: 33,352 shares 33,352 $2.31M 0.06% -7,503 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: 53,780 shares; 2024Q4: 57,207 shares; 2025Q1: 128,986 shares; 2025Q2: 61,853 shares; 2025Q3: 52,948 shares; 2025Q4: 52,060 shares 52,060 $2.31M 0.06% -888 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: 871 shares; 2024Q4: 917 shares; 2025Q1: 2,798 shares; 2025Q2: 2,536 shares; 2025Q3: 2,910 shares; 2025Q4: 5,577 shares 5,577 $2.3M 0.06% +2,667 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 7,084 shares; 2025Q1: 31,377 shares; 2025Q2: 15,271 shares; 2025Q3: 7,366 shares; 2025Q4: 7,595 shares 7,595 $2.29M 0.06% +229 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 3,924 shares; 2025Q1: 10,692 shares; 2025Q2: 6,899 shares; 2025Q3: 6,539 shares; 2025Q4: 6,777 shares 6,777 $2.28M 0.06% +238 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: 16,538 shares; 2024Q4: 16,353 shares; 2025Q1: 32,873 shares; 2025Q2: 17,818 shares; 2025Q3: 19,228 shares; 2025Q4: 16,597 shares 16,597 $2.27M 0.06% -2,631 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: 7,451 shares; 2024Q4: 7,396 shares; 2025Q1: 20,961 shares; 2025Q2: 8,530 shares; 2025Q3: 6,995 shares; 2025Q4: 6,863 shares 6,863 $2.25M 0.05% -132 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: 17,052 shares; 2024Q4: 16,280 shares; 2025Q1: 48,015 shares; 2025Q2: 28,954 shares; 2025Q3: 21,716 shares; 2025Q4: 21,185 shares 21,185 $2.23M 0.05% -531 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 1,175 shares; 2025Q2: 2,675 shares; 2025Q3: 39,598 shares; 2025Q4: 98,028 shares 98,028 $2.19M 0.05% +58,430 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: 41,393 shares; 2024Q4: 41,333 shares; 2025Q1: 94,838 shares; 2025Q2: 60,676 shares; 2025Q3: 39,866 shares; 2025Q4: 39,531 shares 39,531 $2.17M 0.05% -335 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,004 shares; 2024Q4: 70,750 shares; 2025Q1: 192,087 shares; 2025Q2: 86,753 shares; 2025Q3: 50,985 shares; 2025Q4: 50,694 shares 50,694 $2.17M 0.05% -291 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: 34,608 shares; 2024Q4: 36,435 shares; 2025Q1: 82,757 shares; 2025Q2: 46,704 shares; 2025Q3: 48,614 shares; 2025Q4: 48,983 shares 48,983 $2.13M 0.05% +369 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,831 shares; 2025Q1: 3,652 shares; 2025Q2: 36,810 shares; 2025Q3: 37,712 shares; 2025Q4: 35,161 shares 35,161 $2.12M 0.05% -2,551 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: 119,012 shares; 2024Q4: 113,648 shares; 2025Q1: 217,295 shares; 2025Q2: 127,777 shares; 2025Q3: 84,794 shares; 2025Q4: 84,811 shares 84,811 $2.11M 0.05% +17 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: 22,671 shares; 2024Q4: 23,321 shares; 2025Q1: 48,286 shares; 2025Q2: 23,622 shares; 2025Q3: 23,711 shares; 2025Q4: 23,531 shares 23,531 $2.1M 0.05% -180 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: 12,615 shares; 2024Q4: 12,572 shares; 2025Q1: 29,907 shares; 2025Q2: 12,136 shares; 2025Q3: 11,474 shares; 2025Q4: 10,625 shares 10,625 $2.09M 0.05% -849 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: 42,196 shares; 2024Q4: 40,820 shares; 2025Q1: 102,007 shares; 2025Q2: 40,166 shares; 2025Q3: 40,993 shares; 2025Q4: 44,765 shares 44,765 $2.08M 0.05% +3,772 Timeline EIS 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: 18,861 shares 18,861 $2.08M 0.05% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 13,141 shares 13,141 $2.07M 0.05% +12,387 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,090 shares; 2024Q4: 37,476 shares; 2025Q1: 77,879 shares; 2025Q2: 45,108 shares; 2025Q3: 46,272 shares; 2025Q4: 45,151 shares 45,151 $2.07M 0.05% -1,121 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: 62,262 shares; 2024Q4: 22,353 shares; 2025Q1: 21,729 shares; 2025Q2: 42,101 shares; 2025Q3: 23,365 shares; 2025Q4: 48,043 shares 48,043 $2.05M 0.05% +24,678 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,809 shares; 2024Q4: 22,099 shares; 2025Q1: 62,884 shares; 2025Q2: 42,470 shares; 2025Q3: 40,390 shares; 2025Q4: 27,737 shares 27,737 $2.05M 0.05% -12,653 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,132 shares; 2024Q4: 76,935 shares; 2025Q1: 158,444 shares; 2025Q2: 76,353 shares; 2025Q3: 73,716 shares; 2025Q4: 65,784 shares 65,784 $2.04M 0.05% -7,932 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 21,193 shares; 2025Q2: 11,062 shares; 2025Q3: 10,455 shares; 2025Q4: 10,889 shares 10,889 $2.01M 0.05% +434 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 5,672 shares; 2025Q1: 20,073 shares; 2025Q2: 9,452 shares; 2025Q3: 8,255 shares; 2025Q4: 9,224 shares 9,224 $2M 0.05% +969 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 7,470 shares; 2025Q1: 20,488 shares; 2025Q2: 51,218 shares; 2025Q3: 53,599 shares; 2025Q4: 57,710 shares 57,710 $2M 0.05% +4,111 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,425 shares; 2024Q4: 25,575 shares; 2025Q1: 47,775 shares; 2025Q2: 23,305 shares; 2025Q3: 23,175 shares; 2025Q4: 23,454 shares 23,454 $1.96M 0.05% +279 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,035 shares; 2025Q1: 17,004 shares; 2025Q2: 9,229 shares; 2025Q3: 9,238 shares; 2025Q4: 9,264 shares 9,264 $1.95M 0.05% +26 Timeline TUR 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: 52,689 shares; 2025Q4: 56,570 shares 56,570 $1.95M 0.05% +3,881 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: 27,856 shares; 2024Q4: 25,272 shares; 2025Q1: 46,348 shares; 2025Q2: 22,868 shares; 2025Q3: 25,920 shares; 2025Q4: 26,627 shares 26,627 $1.93M 0.05% +707 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,140 shares; 2025Q1: 9,944 shares; 2025Q2: 4,431 shares; 2025Q3: 2,924 shares; 2025Q4: 2,827 shares 2,827 $1.9M 0.05% -97 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: not reported; 2024Q4: 11,280 shares; 2025Q1: 52,346 shares; 2025Q2: 26,047 shares; 2025Q3: 25,543 shares; 2025Q4: 25,204 shares 25,204 $1.89M 0.05% -339 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 11,999 shares; 2025Q1: 28,269 shares; 2025Q2: 17,749 shares; 2025Q3: 17,930 shares; 2025Q4: 17,941 shares 17,941 $1.88M 0.05% +11 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: not reported; 2024Q4: 13,684 shares; 2025Q1: 15,561 shares; 2025Q2: 10,825 shares; 2025Q3: 7,901 shares; 2025Q4: 5,702 shares 5,702 $1.88M 0.05% -2,199 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,215 shares; 2024Q4: 8,103 shares; 2025Q1: 20,731 shares; 2025Q2: 10,967 shares; 2025Q3: 11,382 shares; 2025Q4: 10,426 shares 10,426 $1.88M 0.05% -956 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,735 shares; 2024Q4: 30,259 shares; 2025Q1: 60,014 shares; 2025Q2: 29,806 shares; 2025Q3: 58,594 shares; 2025Q4: 28,898 shares 28,898 $1.87M 0.05% -29,696 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,798 shares; 2024Q4: 40,635 shares; 2025Q1: 106,109 shares; 2025Q2: 59,157 shares; 2025Q3: 51,441 shares; 2025Q4: 50,729 shares 50,729 $1.87M 0.05% -712 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 51,988 shares; 2025Q2: 21,400 shares; 2025Q3: 21,413 shares; 2025Q4: 12,900 shares 12,900 $1.86M 0.05% -8,513 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,655 shares; 2024Q4: 92,344 shares; 2025Q1: 188,188 shares; 2025Q2: 93,095 shares; 2025Q3: 87,464 shares; 2025Q4: 88,575 shares 88,575 $1.85M 0.05% +1,111 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: 9,061 shares; 2024Q4: 8,757 shares; 2025Q1: 18,932 shares; 2025Q2: 17,196 shares; 2025Q3: 18,247 shares; 2025Q4: 18,545 shares 18,545 $1.84M 0.04% +298 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: 9,960 shares; 2024Q4: 11,079 shares; 2025Q1: 9,190 shares; 2025Q2: 4,570 shares; 2025Q3: 4,104 shares; 2025Q4: 3,943 shares 3,943 $1.84M 0.04% -161 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,646 shares; 2024Q4: 21,756 shares; 2025Q1: 38,458 shares; 2025Q2: 20,457 shares; 2025Q3: 20,457 shares; 2025Q4: 19,797 shares 19,797 $1.83M 0.04% -660 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: 16,363 shares; 2024Q4: 15,261 shares; 2025Q1: 35,179 shares; 2025Q2: 16,485 shares; 2025Q3: 12,786 shares; 2025Q4: 12,632 shares 12,632 $1.81M 0.04% -154 Timeline DWM 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: 22,672 shares; 2024Q4: 25,940 shares; 2025Q1: 55,049 shares; 2025Q2: 26,598 shares; 2025Q3: 26,361 shares; 2025Q4: 26,344 shares 26,344 $1.81M 0.04% -17 Timeline KOMP 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: 32,806 shares; 2024Q4: 35,933 shares; 2025Q1: 70,362 shares; 2025Q2: 34,388 shares; 2025Q3: 30,786 shares; 2025Q4: 30,256 shares 30,256 $1.81M 0.04% -530 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: 2,033 shares; 2025Q1: 6,218 shares; 2025Q2: 4,457 shares; 2025Q3: 2,859 shares; 2025Q4: 2,749 shares 2,749 $1.8M 0.04% -110 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: 2,575 shares; 2024Q4: 2,576 shares; 2025Q1: 7,049 shares; 2025Q2: 3,881 shares; 2025Q3: 4,000 shares; 2025Q4: 3,789 shares 3,789 $1.79M 0.04% -211 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: not reported; 2024Q4: not reported; 2025Q1: 34,202 shares; 2025Q2: 74,936 shares; 2025Q3: 33,813 shares; 2025Q4: 65,099 shares 65,099 $1.78M 0.04% +31,286 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 3,546 shares; 2025Q1: 10,579 shares; 2025Q2: 8,712 shares; 2025Q3: 5,876 shares; 2025Q4: 7,652 shares 7,652 $1.77M 0.04% +1,776 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,211 shares; 2024Q4: 8,224 shares; 2025Q1: 18,395 shares; 2025Q2: 9,611 shares; 2025Q3: 9,101 shares; 2025Q4: 7,851 shares 7,851 $1.77M 0.04% -1,250 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,153 shares; 2024Q4: 25,665 shares; 2025Q1: 66,514 shares; 2025Q2: 48,348 shares; 2025Q3: 52,118 shares; 2025Q4: 54,845 shares 54,845 $1.76M 0.04% +2,727 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: 6,385 shares; 2024Q4: 4,926 shares; 2025Q1: 10,665 shares; 2025Q2: 5,623 shares; 2025Q3: 5,819 shares; 2025Q4: 6,531 shares 6,531 $1.76M 0.04% +712 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,734 shares; 2025Q1: 13,113 shares; 2025Q2: 6,619 shares; 2025Q3: 5,842 shares; 2025Q4: 5,145 shares 5,145 $1.74M 0.04% -697 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,637 shares; 2024Q4: 17,235 shares; 2025Q1: 49,395 shares; 2025Q2: 31,423 shares; 2025Q3: 31,890 shares; 2025Q4: 36,091 shares 36,091 $1.73M 0.04% +4,201 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: 17,891 shares; 2024Q4: 19,764 shares; 2025Q1: 18,093 shares; 2025Q2: 16,128 shares; 2025Q3: 17,027 shares; 2025Q4: 16,528 shares 16,528 $1.72M 0.04% -499 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: 24,541 shares; 2024Q4: 27,795 shares; 2025Q1: 80,670 shares; 2025Q2: 51,309 shares; 2025Q3: 61,485 shares; 2025Q4: 72,568 shares 72,568 $1.71M 0.04% +11,083 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: 11,874 shares; 2024Q4: 12,054 shares; 2025Q1: 26,407 shares; 2025Q2: 17,213 shares; 2025Q3: 15,928 shares; 2025Q4: 16,175 shares 16,175 $1.71M 0.04% +247 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,823 shares; 2025Q2: 31,450 shares; 2025Q3: 14,732 shares; 2025Q4: 47,087 shares 47,087 $1.68M 0.04% +32,355 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,560 shares; 2025Q1: 17,726 shares; 2025Q2: 12,197 shares; 2025Q3: 11,830 shares; 2025Q4: 12,146 shares 12,146 $1.67M 0.04% +316 Timeline QWLD 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: 11,276 shares; 2024Q4: 10,700 shares; 2025Q1: 20,768 shares; 2025Q2: 10,645 shares; 2025Q3: 10,885 shares; 2025Q4: 11,540 shares 11,540 $1.65M 0.04% +655 Timeline DAPP 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: 194,234 shares; 2025Q1: 3,508 shares; 2025Q2: 124,396 shares; 2025Q3: 94,614 shares; 2025Q4: 99,638 shares 99,638 $1.65M 0.04% +5,024 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,492 shares; 2025Q1: 17,976 shares; 2025Q2: 36,600 shares; 2025Q3: 36,604 shares; 2025Q4: 37,120 shares 37,120 $1.64M 0.04% +516 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,632 shares; 2025Q1: 8,263 shares; 2025Q2: 5,820 shares; 2025Q3: 5,436 shares; 2025Q4: 5,134 shares 5,134 $1.64M 0.04% -302 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,632 shares; 2024Q4: 12,607 shares; 2025Q1: 13,176 shares; 2025Q2: 5,663 shares; 2025Q3: 5,258 shares; 2025Q4: 5,398 shares 5,398 $1.63M 0.04% +140 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,238 shares; 2024Q4: 171,316 shares; 2025Q1: 386,697 shares; 2025Q2: 208,255 shares; 2025Q3: 195,356 shares; 2025Q4: 196,865 shares 196,865 $1.6M 0.04% +1,509 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,033 shares; 2024Q4: 50,282 shares; 2025Q1: 112,142 shares; 2025Q2: 57,375 shares; 2025Q3: 66,793 shares; 2025Q4: 67,858 shares 67,858 $1.58M 0.04% +1,065 Timeline BOTZ 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: 45,249 shares; 2024Q4: 44,722 shares; 2025Q1: 89,420 shares; 2025Q2: 43,673 shares; 2025Q3: 43,673 shares; 2025Q4: 43,673 shares 43,673 $1.58M 0.04% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 12,855 shares; 2025Q1: 25,547 shares; 2025Q2: 14,200 shares; 2025Q3: 14,236 shares; 2025Q4: 15,150 shares 15,150 $1.58M 0.04% +914 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,166 shares; 2024Q4: 22,166 shares; 2025Q1: 45,006 shares; 2025Q2: 22,213 shares; 2025Q3: 21,455 shares; 2025Q4: 13,786 shares 13,786 $1.57M 0.04% -7,669 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 6,180 shares; 2025Q1: 13,870 shares; 2025Q2: 10,775 shares; 2025Q3: 12,580 shares; 2025Q4: 12,350 shares 12,350 $1.56M 0.04% -230 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 19,267 shares 19,267 $1.55M 0.04% +18,871 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 9,378 shares; 2025Q4: 33,235 shares 33,235 $1.53M 0.04% +23,857 Timeline VCLT 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: 4,110 shares; 2024Q4: 5,199 shares; 2025Q1: 15,209 shares; 2025Q2: 10,604 shares; 2025Q3: 11,210 shares; 2025Q4: 20,107 shares 20,107 $1.53M 0.04% +8,897 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,085 shares; 2025Q1: 71,980 shares; 2025Q2: 32,660 shares; 2025Q3: 28,965 shares; 2025Q4: 27,732 shares 27,732 $1.52M 0.04% -1,233 Timeline FTSL 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: 23,239 shares; 2024Q4: 22,635 shares; 2025Q1: 218,175 shares; 2025Q2: 109,432 shares; 2025Q3: 33,610 shares; 2025Q4: 33,167 shares 33,167 $1.52M 0.04% -443 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,297 shares; 2025Q1: 41,554 shares; 2025Q2: 32,583 shares; 2025Q3: 33,435 shares; 2025Q4: 33,336 shares 33,336 $1.52M 0.04% -99 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,980 shares; 2025Q1: 9,919 shares; 2025Q2: 13,765 shares; 2025Q3: 12,946 shares; 2025Q4: 11,159 shares 11,159 $1.51M 0.04% -1,787 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,515 shares; 2025Q1: 50,713 shares; 2025Q2: 4,899 shares; 2025Q3: 6,021 shares; 2025Q4: 17,915 shares 17,915 $1.5M 0.04% +11,894 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 4,744 shares; 2025Q1: 18,976 shares; 2025Q2: 14,232 shares; 2025Q3: 14,232 shares; 2025Q4: 13,713 shares 13,713 $1.49M 0.04% -519 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,462 shares; 2025Q1: 16,289 shares; 2025Q2: 18,537 shares; 2025Q3: 12,768 shares; 2025Q4: 13,100 shares 13,100 $1.48M 0.04% +332 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,609 shares; 2024Q4: 19,609 shares; 2025Q1: 21,225 shares; 2025Q2: 21,225 shares; 2025Q3: 21,225 shares; 2025Q4: 21,225 shares 21,225 $1.47M 0.04% 0 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: 61,486 shares; 2024Q4: 65,653 shares; 2025Q1: 147,194 shares; 2025Q2: 80,424 shares; 2025Q3: 18,624 shares; 2025Q4: 17,599 shares 17,599 $1.46M 0.04% -1,025 Timeline RSPU 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: 16,571 shares; 2024Q4: 17,750 shares; 2025Q1: 36,140 shares; 2025Q2: 18,200 shares; 2025Q3: 18,233 shares; 2025Q4: 19,450 shares 19,450 $1.45M 0.04% +1,217 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: 5,452 shares; 2024Q4: 6,071 shares; 2025Q1: 25,258 shares; 2025Q2: 13,265 shares; 2025Q3: 14,057 shares; 2025Q4: 19,267 shares 19,267 $1.45M 0.04% +5,210 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 27,139 shares; 2025Q1: 57,802 shares; 2025Q2: 30,253 shares; 2025Q3: 30,253 shares; 2025Q4: 31,527 shares 31,527 $1.43M 0.04% +1,274 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: 629 shares; 2025Q1: 1,944 shares; 2025Q2: 1,367 shares; 2025Q3: 1,323 shares; 2025Q4: 1,337 shares 1,337 $1.43M 0.03% +14 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 761 shares; 2025Q1: 2,127 shares; 2025Q2: 1,084 shares; 2025Q3: 1,007 shares; 2025Q4: 13,718 shares 13,718 $1.43M 0.03% +12,711 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: 10,466 shares; 2025Q1: 27,110 shares; 2025Q2: 15,022 shares; 2025Q3: 18,623 shares; 2025Q4: 16,462 shares 16,462 $1.42M 0.03% -2,161 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: 17,663 shares; 2024Q4: 17,874 shares; 2025Q1: 47,871 shares; 2025Q2: 29,296 shares; 2025Q3: 31,002 shares; 2025Q4: 32,048 shares 32,048 $1.42M 0.03% +1,046 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: 3,113 shares; 2024Q4: 3,137 shares; 2025Q1: 9,291 shares; 2025Q2: 4,705 shares; 2025Q3: 3,565 shares; 2025Q4: 8,689 shares 8,689 $1.42M 0.03% +5,124 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: 8,231 shares; 2024Q4: 10,619 shares; 2025Q1: 18,777 shares; 2025Q2: 12,750 shares; 2025Q3: 5,202 shares; 2025Q4: 5,456 shares 5,456 $1.41M 0.03% +254 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,692 shares; 2024Q4: 128,147 shares; 2025Q1: 1,255,803 shares; 2025Q2: 573,156 shares; 2025Q3: 39,972 shares; 2025Q4: 47,496 shares 47,496 $1.41M 0.03% +7,524 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,621 shares; 2025Q1: 36,973 shares; 2025Q2: 37,976 shares; 2025Q3: 37,972 shares; 2025Q4: 19,525 shares 19,525 $1.4M 0.03% -18,447 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,871 shares; 2025Q1: 12,525 shares; 2025Q2: 6,421 shares; 2025Q3: 6,633 shares; 2025Q4: 6,218 shares 6,218 $1.4M 0.03% -415 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: 8,065 shares; 2024Q4: 8,152 shares; 2025Q1: 21,028 shares; 2025Q2: 12,956 shares; 2025Q3: 13,933 shares; 2025Q4: 14,495 shares 14,495 $1.39M 0.03% +562 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: 5,162 shares; 2024Q4: 5,596 shares; 2025Q1: 16,673 shares; 2025Q2: 8,143 shares; 2025Q3: 10,763 shares; 2025Q4: 11,258 shares 11,258 $1.39M 0.03% +495 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,958 shares; 2025Q1: 9,598 shares; 2025Q2: 5,537 shares; 2025Q3: 4,749 shares; 2025Q4: 4,749 shares 4,749 $1.38M 0.03% 0 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: 6,528 shares; 2024Q4: 6,647 shares; 2025Q1: 53,480 shares; 2025Q2: 8,633 shares; 2025Q3: 7,831 shares; 2025Q4: 8,873 shares 8,873 $1.37M 0.03% +1,042 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,654 shares; 2025Q1: 27,647 shares; 2025Q2: 23,017 shares; 2025Q3: 21,874 shares; 2025Q4: 27,905 shares 27,905 $1.37M 0.03% +6,031 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,045 shares; 2025Q1: 28,876 shares; 2025Q2: 21,450 shares; 2025Q3: 21,202 shares; 2025Q4: 20,447 shares 20,447 $1.37M 0.03% -755 Timeline PAMC 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: 70,165 shares; 2024Q4: 68,226 shares; 2025Q1: 167,333 shares; 2025Q2: 114,221 shares; 2025Q3: 44,711 shares; 2025Q4: 29,321 shares 29,321 $1.37M 0.03% -15,390 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: 7,046 shares; 2024Q4: 11,502 shares; 2025Q1: 38,122 shares; 2025Q2: 32,567 shares; 2025Q3: 34,609 shares; 2025Q4: 35,561 shares 35,561 $1.36M 0.03% +952 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,191 shares; 2025Q1: 10,460 shares; 2025Q2: 7,751 shares; 2025Q3: 4,812 shares; 2025Q4: 4,811 shares 4,811 $1.34M 0.03% -1 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: 5,872 shares; 2025Q1: 12,451 shares; 2025Q2: 19,556 shares; 2025Q3: 20,080 shares; 2025Q4: 37,906 shares 37,906 $1.33M 0.03% +17,826 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,810 shares; 2024Q4: 36,540 shares; 2025Q1: 49,460 shares; 2025Q2: 23,937 shares; 2025Q3: 23,347 shares; 2025Q4: 19,076 shares 19,076 $1.33M 0.03% -4,271 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: 11,042 shares; 2024Q4: 11,891 shares; 2025Q1: 45,579 shares; 2025Q2: 18,661 shares; 2025Q3: 4,353 shares; 2025Q4: 4,569 shares 4,569 $1.33M 0.03% +216 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,739 shares; 2024Q4: 15,889 shares; 2025Q1: 24,068 shares; 2025Q2: 11,412 shares; 2025Q3: 11,404 shares; 2025Q4: 11,279 shares 11,279 $1.33M 0.03% -125 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272 shares; 2025Q1: 8,338 shares; 2025Q2: 8,920 shares; 2025Q3: 7,470 shares; 2025Q4: 7,851 shares 7,851 $1.31M 0.03% +381 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,142 shares; 2025Q1: 70,355 shares; 2025Q2: 70,205 shares; 2025Q3: 87,671 shares; 2025Q4: 85,284 shares 85,284 $1.3M 0.03% -2,387 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,161 shares; 2024Q4: 16,153 shares; 2025Q1: 49,063 shares; 2025Q2: 31,907 shares; 2025Q3: 22,644 shares; 2025Q4: 24,299 shares 24,299 $1.3M 0.03% +1,655 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 12,930 shares; 2025Q1: 31,318 shares; 2025Q2: 15,795 shares; 2025Q3: 15,964 shares; 2025Q4: 16,526 shares 16,526 $1.28M 0.03% +562 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9,633 shares; 2025Q1: 19,324 shares; 2025Q2: 9,597 shares; 2025Q3: 9,575 shares; 2025Q4: 9,575 shares 9,575 $1.28M 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,279 shares; 2025Q1: 9,754 shares; 2025Q2: 17,916 shares; 2025Q3: 17,067 shares; 2025Q4: 17,257 shares 17,257 $1.27M 0.03% +190 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 7,435 shares; 2025Q1: 10,867 shares; 2025Q2: 12,002 shares; 2025Q3: 13,557 shares; 2025Q4: 12,812 shares 12,812 $1.27M 0.03% -745 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,382 shares; 2025Q1: 11,439 shares; 2025Q2: 8,132 shares; 2025Q3: 7,506 shares; 2025Q4: 7,271 shares 7,271 $1.26M 0.03% -235 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: 4,914 shares; 2024Q4: 4,824 shares; 2025Q1: 15,522 shares; 2025Q2: 8,323 shares; 2025Q3: 7,991 shares; 2025Q4: 7,875 shares 7,875 $1.26M 0.03% -116 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,336 shares; 2024Q4: 129,577 shares; 2025Q1: 245,426 shares; 2025Q2: 43,317 shares; 2025Q3: 34,404 shares; 2025Q4: 42,045 shares 42,045 $1.26M 0.03% +7,641 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: 25,180 shares; 2024Q4: 10,588 shares; 2025Q1: 25,479 shares; 2025Q2: 12,638 shares; 2025Q3: 9,344 shares; 2025Q4: 9,856 shares 9,856 $1.24M 0.03% +512 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: 7,813 shares; 2024Q4: 7,714 shares; 2025Q1: 20,493 shares; 2025Q2: 9,344 shares; 2025Q3: 9,200 shares; 2025Q4: 8,899 shares 8,899 $1.24M 0.03% -301 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,796 shares; 2025Q1: 85,409 shares; 2025Q2: 44,613 shares; 2025Q3: 46,585 shares; 2025Q4: 46,643 shares 46,643 $1.23M 0.03% +58 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: 84 shares; 2025Q1: not reported; 2025Q2: 11,324 shares; 2025Q3: 17,184 shares; 2025Q4: 18,506 shares 18,506 $1.23M 0.03% +1,322 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 1,847 shares; 2025Q1: 4,134 shares; 2025Q2: 1,998 shares; 2025Q3: 1,903 shares; 2025Q4: 2,154 shares 2,154 $1.22M 0.03% +251 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,022 shares; 2024Q4: 19,002 shares; 2025Q1: 46,551 shares; 2025Q2: 20,199 shares; 2025Q3: 24,680 shares; 2025Q4: 25,947 shares 25,947 $1.22M 0.03% +1,267 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: 11,976 shares; 2024Q4: 11,697 shares; 2025Q1: 24,528 shares; 2025Q2: 11,949 shares; 2025Q3: 11,049 shares; 2025Q4: 11,021 shares 11,021 $1.22M 0.03% -28 Timeline VSGX 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: 9,431 shares; 2024Q4: 12,031 shares; 2025Q1: 29,035 shares; 2025Q2: 17,630 shares; 2025Q3: 17,333 shares; 2025Q4: 16,801 shares 16,801 $1.2M 0.03% -532 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 7,276 shares; 2025Q1: 15,746 shares; 2025Q2: 5,816 shares; 2025Q3: 6,478 shares; 2025Q4: 22,795 shares 22,795 $1.19M 0.03% +16,317 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 9,848 shares; 2025Q2: 40,158 shares; 2025Q3: 40,908 shares; 2025Q4: 40,908 shares 40,908 $1.19M 0.03% 0 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: 4,453 shares; 2024Q4: 4,267 shares; 2025Q1: 14,542 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares; 2025Q4: 10,384 shares 10,384 $1.18M 0.03% +1,315 Timeline PFXF 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: 64,855 shares; 2024Q4: 64,799 shares; 2025Q1: 134,543 shares; 2025Q2: 71,696 shares; 2025Q3: 69,642 shares; 2025Q4: 66,694 shares 66,694 $1.18M 0.03% -2,948 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,322 shares; 2024Q4: 18,628 shares; 2025Q1: 57,852 shares; 2025Q2: 25,327 shares; 2025Q3: 33,424 shares; 2025Q4: 38,287 shares 38,287 $1.18M 0.03% +4,863 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: 336,310 shares; 2024Q4: 342,135 shares; 2025Q1: 998,430 shares; 2025Q2: 559,345 shares; 2025Q3: 469,244 shares; 2025Q4: 79,433 shares 79,433 $1.18M 0.03% -389,811 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 12,262 shares; 2025Q1: 30,003 shares; 2025Q2: 13,065 shares; 2025Q3: 16,367 shares; 2025Q4: 16,921 shares 16,921 $1.18M 0.03% +554 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,680 shares; 2025Q1: 54,076 shares; 2025Q2: 31,583 shares; 2025Q3: 25,958 shares; 2025Q4: 24,986 shares 24,986 $1.18M 0.03% -972 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,202 shares; 2025Q1: 22,023 shares; 2025Q2: 3,799 shares; 2025Q3: 3,137 shares; 2025Q4: 3,167 shares 3,167 $1.17M 0.03% +30 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: 18,411 shares; 2024Q4: 17,605 shares; 2025Q1: 72,385 shares; 2025Q2: 17,875 shares; 2025Q3: 15,609 shares; 2025Q4: 15,409 shares 15,409 $1.16M 0.03% -200 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 9,095 shares; 2025Q1: 29,887 shares; 2025Q2: 13,975 shares; 2025Q3: 12,447 shares; 2025Q4: 13,594 shares 13,594 $1.16M 0.03% +1,147 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: 7,127 shares; 2025Q1: 13,153 shares; 2025Q2: 6,348 shares; 2025Q3: 6,337 shares; 2025Q4: 6,345 shares 6,345 $1.15M 0.03% +8 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 7,910 shares; 2025Q1: 7,374 shares; 2025Q2: 7,295 shares; 2025Q3: 8,283 shares; 2025Q4: 10,081 shares 10,081 $1.15M 0.03% +1,798 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: 2,162 shares; 2024Q4: 2,112 shares; 2025Q1: 6,415 shares; 2025Q2: 3,899 shares; 2025Q3: 3,296 shares; 2025Q4: 3,260 shares 3,260 $1.15M 0.03% -36 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: 22,195 shares; 2024Q4: 13,650 shares; 2025Q1: 12,098 shares; 2025Q2: 12,583 shares; 2025Q3: 16,644 shares; 2025Q4: 22,534 shares 22,534 $1.15M 0.03% +5,890 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,189 shares; 2024Q4: 9,589 shares; 2025Q1: 25,773 shares; 2025Q2: 12,979 shares; 2025Q3: 10,585 shares; 2025Q4: 9,829 shares 9,829 $1.14M 0.03% -756 Timeline MGV 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: 792 shares; 2024Q4: 1,306 shares; 2025Q1: 1,628 shares; 2025Q2: 1,474 shares; 2025Q3: 1,424 shares; 2025Q4: 8,075 shares 8,075 $1.14M 0.03% +6,651 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: 11,068 shares; 2024Q4: 11,023 shares; 2025Q1: 26,330 shares; 2025Q2: 16,516 shares; 2025Q3: 16,195 shares; 2025Q4: 38,718 shares 38,718 $1.13M 0.03% +22,523 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,332 shares; 2025Q3: 23,743 shares; 2025Q4: 24,784 shares 24,784 $1.13M 0.03% +1,041 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: 50,505 shares; 2024Q4: 51,475 shares; 2025Q1: 107,919 shares; 2025Q2: 58,430 shares; 2025Q3: 57,442 shares; 2025Q4: 55,802 shares 55,802 $1.13M 0.03% -1,640 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,194 shares; 2025Q1: 12,690 shares; 2025Q2: 5,754 shares; 2025Q3: 5,869 shares; 2025Q4: 16,949 shares 16,949 $1.12M 0.03% +11,080 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 15,543 shares; 2025Q1: 45,933 shares; 2025Q2: 20,795 shares; 2025Q3: 21,660 shares; 2025Q4: 23,028 shares 23,028 $1.12M 0.03% +1,368 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 5,785 shares; 2025Q1: 13,608 shares; 2025Q2: 8,501 shares; 2025Q3: 7,997 shares; 2025Q4: 7,362 shares 7,362 $1.12M 0.03% -635 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,340 shares; 2024Q4: 21,135 shares; 2025Q1: 42,118 shares; 2025Q2: 16,630 shares; 2025Q3: 16,521 shares; 2025Q4: 13,262 shares 13,262 $1.12M 0.03% -3,259 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,525 shares; 2025Q1: 8,520 shares; 2025Q2: 4,605 shares; 2025Q3: 4,204 shares; 2025Q4: 4,101 shares 4,101 $1.11M 0.03% -103 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,522 shares; 2024Q4: 23,122 shares; 2025Q1: 69,834 shares; 2025Q2: 36,896 shares; 2025Q3: 36,057 shares; 2025Q4: 35,557 shares 35,557 $1.11M 0.03% -500 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7,188 shares; 2025Q1: 20,597 shares; 2025Q2: 9,785 shares; 2025Q3: 4,056 shares; 2025Q4: 4,571 shares 4,571 $1.11M 0.03% +515 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,914 shares; 2025Q2: 14,764 shares; 2025Q3: 17,089 shares; 2025Q4: 18,051 shares 18,051 $1.09M 0.03% +962 Timeline JPIB 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: 19,058 shares; 2024Q4: 19,654 shares; 2025Q1: 41,449 shares; 2025Q2: 20,434 shares; 2025Q3: 21,651 shares; 2025Q4: 22,349 shares 22,349 $1.09M 0.03% +698 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,590 shares; 2025Q1: 6,990 shares; 2025Q2: 6,747 shares; 2025Q3: 3,962 shares; 2025Q4: 3,984 shares 3,984 $1.09M 0.03% +22 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,043 shares; 2025Q1: 31,015 shares; 2025Q2: 15,175 shares; 2025Q3: 15,161 shares; 2025Q4: 23,489 shares 23,489 $1.08M 0.03% +8,328 Timeline PSFF 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: 1,450 shares; 2025Q3: 12,598 shares; 2025Q4: 33,324 shares 33,324 $1.08M 0.03% +20,726 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 878 shares; 2025Q1: 1,768 shares; 2025Q2: 3,782 shares; 2025Q3: 3,317 shares; 2025Q4: 3,317 shares 3,317 $1.07M 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,576 shares; 2025Q1: 5,129 shares; 2025Q2: 4,138 shares; 2025Q3: 4,279 shares; 2025Q4: 4,807 shares 4,807 $1.07M 0.03% +528 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: 34,434 shares; 2025Q1: 88,065 shares; 2025Q2: 53,002 shares; 2025Q3: 56,408 shares; 2025Q4: 58,796 shares 58,796 $1.07M 0.03% +2,388 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 37,795 shares; 2025Q3: 31,395 shares; 2025Q4: 29,895 shares 29,895 $1.07M 0.03% -1,500 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: 2,834 shares; 2024Q4: 3,469 shares; 2025Q1: 14,236 shares; 2025Q2: 9,140 shares; 2025Q3: 9,938 shares; 2025Q4: 10,882 shares 10,882 $1.07M 0.03% +944 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,573 shares; 2024Q4: 31,290 shares; 2025Q1: 61,784 shares; 2025Q2: 33,761 shares; 2025Q3: 34,721 shares; 2025Q4: 32,904 shares 32,904 $1.07M 0.03% -1,817 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: 123,965 shares; 2024Q4: 127,195 shares; 2025Q1: 237,836 shares; 2025Q2: 62,168 shares; 2025Q3: 48,395 shares; 2025Q4: 26,431 shares 26,431 $1.07M 0.03% -21,964 Timeline DIM 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: 11,495 shares; 2024Q4: 12,115 shares; 2025Q1: 26,007 shares; 2025Q2: 12,445 shares; 2025Q3: 12,445 shares; 2025Q4: 12,953 shares 12,953 $1.04M 0.03% +508 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: 2,255 shares; 2024Q4: 2,311 shares; 2025Q1: 6,832 shares; 2025Q2: 3,668 shares; 2025Q3: 4,837 shares; 2025Q4: 4,729 shares 4,729 $1.04M 0.03% -108 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: 3,079 shares; 2024Q4: 2,729 shares; 2025Q1: 14,652 shares; 2025Q2: 6,246 shares; 2025Q3: 2,786 shares; 2025Q4: 2,866 shares 2,866 $1.03M 0.03% +80 Timeline HCMT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,381 shares; 2025Q3: not reported; 2025Q4: 26,690 shares 26,690 $1.03M 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,169 shares; 2025Q1: 17,116 shares; 2025Q2: 11,260 shares; 2025Q3: 10,245 shares; 2025Q4: 10,330 shares 10,330 $1.03M 0.03% +85 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: 4,762 shares; 2024Q4: 3,687 shares; 2025Q1: 4,691 shares; 2025Q2: 3,801 shares; 2025Q3: 1,109 shares; 2025Q4: 1,353 shares 1,353 $1.02M 0.02% +244 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 11,883 shares; 2025Q1: 28,817 shares; 2025Q2: 13,055 shares; 2025Q3: 13,164 shares; 2025Q4: 12,783 shares 12,783 $1.02M 0.02% -381 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,537 shares; 2024Q4: 32,073 shares; 2025Q1: 71,884 shares; 2025Q2: 28,113 shares; 2025Q3: 22,209 shares; 2025Q4: 26,281 shares 26,281 $1.01M 0.02% +4,072 Timeline