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; 2023Q2: restricted; 2023Q3: 707,008 shares; 2023Q4: 733,775 shares; 2024Q1: 1,288,579 shares; 2024Q2: 1,460,560 shares; 2024Q3: 1,522,186 shares; 2024Q4: 1,578,323 shares; 2025Q1: 1,501,603 shares 1,501,603 $98.7M 6.96% -76,720 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; 2023Q2: restricted; 2023Q3: 2,379,147 shares; 2023Q4: 2,455,847 shares; 2024Q1: 2,522,012 shares; 2024Q2: 2,641,228 shares; 2024Q3: 2,774,119 shares; 2024Q4: 2,735,554 shares; 2025Q1: 2,780,233 shares 2,780,233 $71M 5% +44,679 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; 2023Q2: restricted; 2023Q3: 612,903 shares; 2023Q4: 951,184 shares; 2024Q1: 976,506 shares; 2024Q2: 1,057,125 shares; 2024Q3: 1,291,099 shares; 2024Q4: 1,238,548 shares; 2025Q1: 1,327,569 shares 1,327,569 $67.8M 4.78% +89,021 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,651 shares; 2023Q4: 42,079 shares; 2024Q1: 41,191 shares; 2024Q2: 400,501 shares; 2024Q3: 401,345 shares; 2024Q4: 395,066 shares; 2025Q1: 380,315 shares 380,315 $41.2M 2.9% -14,751 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; 2023Q2: restricted; 2023Q3: 153,919 shares; 2023Q4: 365,821 shares; 2024Q1: 361,324 shares; 2024Q2: 407,437 shares; 2024Q3: 422,233 shares; 2024Q4: 376,523 shares; 2025Q1: 487,387 shares 487,387 $39.2M 2.76% +110,864 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; 2023Q2: restricted; 2023Q3: 516,132 shares; 2023Q4: 528,203 shares; 2024Q1: 541,329 shares; 2024Q2: 595,838 shares; 2024Q3: 633,184 shares; 2024Q4: 711,981 shares; 2025Q1: 740,348 shares 740,348 $37.9M 2.67% +28,367 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 170,379 shares; 2023Q4: 172,109 shares; 2024Q1: 170,252 shares; 2024Q2: 174,062 shares; 2024Q3: 179,865 shares; 2024Q4: 176,738 shares; 2025Q1: 161,437 shares 161,437 $35.9M 2.53% -15,301 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; 2023Q2: restricted; 2023Q3: 848,496 shares; 2023Q4: 918,657 shares; 2024Q1: 903,979 shares; 2024Q2: 777,564 shares; 2024Q3: 839,692 shares; 2024Q4: 854,734 shares; 2025Q1: 981,762 shares 981,762 $29.1M 2.05% +127,028 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,608 shares; 2023Q4: 32,284 shares; 2024Q1: 33,045 shares; 2024Q2: 41,077 shares; 2024Q3: 66,910 shares; 2024Q4: 36,316 shares; 2025Q1: 51,622 shares 51,622 $29M 2.04% +15,306 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; 2023Q2: restricted; 2023Q3: 528,128 shares; 2023Q4: 489,834 shares; 2024Q1: 482,298 shares; 2024Q2: 544,246 shares; 2024Q3: 584,122 shares; 2024Q4: 554,466 shares; 2025Q1: 582,288 shares 582,288 $23.7M 1.67% +27,822 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; 2023Q2: restricted; 2023Q3: 389,374 shares; 2023Q4: 404,840 shares; 2024Q1: 436,251 shares; 2024Q2: 501,861 shares; 2024Q3: 533,038 shares; 2024Q4: 590,152 shares; 2025Q1: 600,881 shares 600,881 $21.9M 1.54% +10,729 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,251 shares; 2023Q4: 60,535 shares; 2024Q1: 62,079 shares; 2024Q2: 62,618 shares; 2024Q3: 66,597 shares; 2024Q4: 64,050 shares; 2025Q1: 56,550 shares 56,550 $21.2M 1.5% -7,500 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; 2023Q2: restricted; 2023Q3: 145,839 shares; 2023Q4: 148,100 shares; 2024Q1: 463,115 shares; 2024Q2: 468,183 shares; 2024Q3: 478,097 shares; 2024Q4: 567,671 shares; 2025Q1: 598,914 shares 598,914 $20.1M 1.41% +31,243 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 454,733 shares; 2023Q4: 455,581 shares; 2024Q1: 486,331 shares; 2024Q2: 559,700 shares; 2024Q3: 589,901 shares; 2024Q4: 653,915 shares; 2025Q1: 707,576 shares 707,576 $17.8M 1.25% +53,661 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; 2023Q2: restricted; 2023Q3: 221,060 shares; 2023Q4: 221,237 shares; 2024Q1: 243,854 shares; 2024Q2: 456,219 shares; 2024Q3: 502,799 shares; 2024Q4: 632,100 shares; 2025Q1: 595,340 shares 595,340 $17.3M 1.22% -36,760 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,144 shares; 2024Q2: 107,305 shares; 2024Q3: 138,885 shares; 2024Q4: 238,061 shares; 2025Q1: 332,399 shares 332,399 $16.7M 1.17% +94,338 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; 2023Q2: restricted; 2023Q3: 56,580 shares; 2023Q4: 72,908 shares; 2024Q1: 70,067 shares; 2024Q2: 75,280 shares; 2024Q3: 84,579 shares; 2024Q4: 85,059 shares; 2025Q1: 86,797 shares 86,797 $16.5M 1.16% +1,738 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; 2023Q2: restricted; 2023Q3: 785,766 shares; 2023Q4: 777,622 shares; 2024Q1: 772,168 shares; 2024Q2: 623,290 shares; 2024Q3: 1,234,330 shares; 2024Q4: 597,514 shares; 2025Q1: 550,798 shares 550,798 $16.4M 1.16% -46,716 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; 2023Q2: restricted; 2023Q3: 338,393 shares; 2023Q4: 332,201 shares; 2024Q1: 304,217 shares; 2024Q2: 272,956 shares; 2024Q3: 280,718 shares; 2024Q4: 212,127 shares; 2025Q1: 275,153 shares 275,153 $16.1M 1.13% +63,026 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 84,954 shares; 2023Q4: 87,850 shares; 2024Q1: 124,491 shares; 2024Q2: 157,456 shares; 2024Q3: 352,170 shares; 2024Q4: 158,999 shares; 2025Q1: 169,742 shares 169,742 $15.5M 1.09% +10,743 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; 2023Q2: restricted; 2023Q3: 132,782 shares; 2023Q4: 132,055 shares; 2024Q1: 133,941 shares; 2024Q2: 120,465 shares; 2024Q3: 245,248 shares; 2024Q4: 125,543 shares; 2025Q1: 125,383 shares 125,383 $15.2M 1.07% -160 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,535 shares; 2024Q4: 9,770 shares; 2025Q1: 295,085 shares 295,085 $15M 1.05% +285,315 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; 2023Q2: restricted; 2023Q3: 15,991 shares; 2023Q4: 19,009 shares; 2024Q1: 20,069 shares; 2024Q2: 21,868 shares; 2024Q3: 21,989 shares; 2024Q4: 20,622 shares; 2025Q1: 21,470 shares 21,470 $12M 0.85% +848 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; 2023Q2: restricted; 2023Q3: 25,447 shares; 2023Q4: 266,667 shares; 2024Q1: 287,529 shares; 2024Q2: 295,787 shares; 2024Q3: 417,216 shares; 2024Q4: 329,048 shares; 2025Q1: 331,623 shares 331,623 $11.8M 0.83% +2,575 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; 2023Q2: restricted; 2023Q3: 97,913 shares; 2023Q4: 96,279 shares; 2024Q1: 24,778 shares; 2024Q2: 24,488 shares; 2024Q3: 24,224 shares; 2024Q4: 25,765 shares; 2025Q1: 22,709 shares 22,709 $11.7M 0.82% -3,056 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,023 shares; 2023Q4: 45,251 shares; 2024Q1: 45,746 shares; 2024Q2: 47,947 shares; 2024Q3: 50,737 shares; 2024Q4: 52,097 shares; 2025Q1: 54,416 shares 54,416 $11.4M 0.8% +2,319 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; 2023Q2: restricted; 2023Q3: 69,367 shares; 2023Q4: 94,751 shares; 2024Q1: 102,492 shares; 2024Q2: 111,672 shares; 2024Q3: 123,922 shares; 2024Q4: 140,812 shares; 2025Q1: 380,676 shares 380,676 $11.1M 0.78% +239,864 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; 2023Q2: restricted; 2023Q3: 153,306 shares; 2023Q4: 155,382 shares; 2024Q1: 167,001 shares; 2024Q2: 170,897 shares; 2024Q3: 171,272 shares; 2024Q4: 177,736 shares; 2025Q1: 352,479 shares 352,479 $10.6M 0.75% +174,743 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 95,313 shares; 2023Q4: 97,702 shares; 2024Q1: 113,884 shares; 2024Q2: 152,558 shares; 2024Q3: 326,622 shares; 2024Q4: 185,799 shares; 2025Q1: 224,731 shares 224,731 $10.5M 0.74% +38,932 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 163,743 shares; 2023Q4: 153,567 shares; 2024Q1: 154,817 shares; 2024Q2: 135,880 shares; 2024Q3: 205,834 shares; 2024Q4: 194,665 shares; 2025Q1: 200,070 shares 200,070 $10.1M 0.71% +5,405 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,953 shares; 2023Q4: 13,740 shares; 2024Q1: 29,441 shares; 2024Q2: 152,800 shares; 2024Q3: 337,594 shares; 2024Q4: 227,969 shares; 2025Q1: 309,036 shares 309,036 $9.5M 0.67% +81,067 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; 2023Q2: restricted; 2023Q3: 128,494 shares; 2023Q4: 119,322 shares; 2024Q1: 136,508 shares; 2024Q2: 183,587 shares; 2024Q3: 197,639 shares; 2024Q4: 223,314 shares; 2025Q1: 228,392 shares 228,392 $8.99M 0.63% +5,078 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; 2023Q2: restricted; 2023Q3: 8,343 shares; 2023Q4: 8,365 shares; 2024Q1: 8,493 shares; 2024Q2: 8,247 shares; 2024Q3: not reported; 2024Q4: 8,844 shares; 2025Q1: 8,979 shares 8,979 $8.49M 0.6% +135 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; 2023Q2: restricted; 2023Q3: 8,292 shares; 2023Q4: 9,024 shares; 2024Q1: 21,469 shares; 2024Q2: 23,455 shares; 2024Q3: 25,855 shares; 2024Q4: 28,746 shares; 2025Q1: 30,505 shares 30,505 $8.38M 0.59% +1,759 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,177 shares; 2024Q1: 10,927 shares; 2024Q2: 11,430 shares; 2024Q3: 15,800 shares; 2024Q4: 259,004 shares; 2025Q1: 329,304 shares 329,304 $8.15M 0.57% +70,300 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 127,961 shares; 2023Q4: 128,304 shares; 2024Q1: 130,049 shares; 2024Q2: 130,757 shares; 2024Q3: 132,100 shares; 2024Q4: 125,392 shares; 2025Q1: 142,883 shares 142,883 $7.77M 0.55% +17,491 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,557 shares; 2023Q4: 6,760 shares; 2024Q1: 7,732 shares; 2024Q2: 10,793 shares; 2024Q3: 11,351 shares; 2024Q4: 12,098 shares; 2025Q1: 13,200 shares 13,200 $7.23M 0.51% +1,102 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,312 shares 112,312 $7.2M 0.51% new 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; 2023Q2: restricted; 2023Q3: 20,380 shares; 2023Q4: 19,988 shares; 2024Q1: 21,810 shares; 2024Q2: 22,880 shares; 2024Q3: 50,052 shares; 2024Q4: 14,474 shares; 2025Q1: 15,283 shares 15,283 $7.17M 0.5% +809 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; 2023Q2: restricted; 2023Q3: 25,885 shares; 2023Q4: 30,655 shares; 2024Q1: 34,269 shares; 2024Q2: 35,013 shares; 2024Q3: 35,109 shares; 2024Q4: 35,842 shares; 2025Q1: 36,793 shares 36,793 $7.14M 0.5% +951 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; 2023Q2: restricted; 2023Q3: 10,730 shares; 2023Q4: 10,902 shares; 2024Q1: 9,641 shares; 2024Q2: 10,270 shares; 2024Q3: 11,569 shares; 2024Q4: 11,985 shares; 2025Q1: 12,184 shares 12,184 $7.02M 0.49% +199 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 83,411 shares; 2023Q4: 85,407 shares; 2024Q1: 84,814 shares; 2024Q2: 86,555 shares; 2024Q3: 87,768 shares; 2024Q4: 90,046 shares; 2025Q1: 87,857 shares 87,857 $7.02M 0.49% -2,189 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; 2023Q2: restricted; 2023Q3: 6,029 shares; 2023Q4: 5,892 shares; 2024Q1: 5,273 shares; 2024Q2: 9,078 shares; 2024Q3: 10,636 shares; 2024Q4: 11,238 shares; 2025Q1: 12,527 shares 12,527 $6.67M 0.47% +1,289 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 5,485 shares; 2024Q1: 6,523 shares; 2024Q2: 19,725 shares; 2024Q3: 30,203 shares; 2024Q4: 64,341 shares; 2025Q1: 87,842 shares 87,842 $6.48M 0.46% +23,501 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,654 shares; 2024Q2: 47,922 shares; 2024Q3: 67,581 shares; 2024Q4: 177,431 shares; 2025Q1: 265,437 shares 265,437 $6.3M 0.44% +88,006 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,817 shares; 2024Q2: 27,763 shares; 2024Q3: 52,288 shares; 2024Q4: 158,888 shares; 2025Q1: 217,932 shares 217,932 $6.23M 0.44% +59,044 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 123,458 shares; 2024Q4: 124,705 shares; 2025Q1: 117,671 shares 117,671 $6.06M 0.43% -7,034 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,234 shares; 2024Q2: 85,882 shares; 2024Q3: 97,127 shares; 2024Q4: 126,060 shares; 2025Q1: 162,876 shares 162,876 $5.97M 0.42% +36,816 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 45,013 shares; 2023Q4: 41,746 shares; 2024Q1: 43,564 shares; 2024Q2: 43,797 shares; 2024Q3: 97,614 shares; 2024Q4: 55,971 shares; 2025Q1: 56,010 shares 56,010 $5.86M 0.41% +39 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 14,548 shares; 2024Q1: 122,746 shares; 2024Q2: 130,223 shares; 2024Q3: 301,272 shares; 2024Q4: 173,186 shares; 2025Q1: 169,279 shares 169,279 $5.8M 0.41% -3,907 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,769 shares; 2023Q4: 37,150 shares; 2024Q1: 42,719 shares; 2024Q2: 60,631 shares; 2024Q3: 65,247 shares; 2024Q4: 72,886 shares; 2025Q1: 88,061 shares 88,061 $5.76M 0.41% +15,175 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; 2023Q2: restricted; 2023Q3: 8,023 shares; 2023Q4: 15,072 shares; 2024Q1: 28,742 shares; 2024Q2: 49,192 shares; 2024Q3: 63,390 shares; 2024Q4: 71,981 shares; 2025Q1: 73,223 shares 73,223 $5.61M 0.39% +1,242 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,419 shares; 2024Q2: 102,782 shares; 2024Q3: 116,427 shares; 2024Q4: 147,658 shares; 2025Q1: 187,719 shares 187,719 $5.58M 0.39% +40,061 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; 2023Q2: restricted; 2023Q3: 35,873 shares; 2023Q4: 42,002 shares; 2024Q1: 41,998 shares; 2024Q2: 43,938 shares; 2024Q3: 46,666 shares; 2024Q4: 46,395 shares; 2025Q1: 46,866 shares 46,866 $5.57M 0.39% +471 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,709 shares; 2023Q4: 1,222 shares; 2024Q1: 1,789 shares; 2024Q2: 4,269 shares; 2024Q3: 4,906 shares; 2024Q4: 5,467 shares; 2025Q1: 5,851 shares 5,851 $5.46M 0.38% +384 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; 2023Q2: restricted; 2023Q3: 13,418 shares; 2023Q4: 13,254 shares; 2024Q1: 12,802 shares; 2024Q2: 13,077 shares; 2024Q3: 13,968 shares; 2024Q4: 18,223 shares; 2025Q1: 18,614 shares 18,614 $5.36M 0.38% +391 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,979 shares; 2023Q4: 20,154 shares; 2024Q1: 12,738 shares; 2024Q2: 13,417 shares; 2024Q3: 46,094 shares; 2024Q4: 54,623 shares; 2025Q1: 86,722 shares 86,722 $5.36M 0.38% +32,099 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,436 shares; 2023Q4: 20,301 shares; 2024Q1: 19,345 shares; 2024Q2: 17,447 shares; 2024Q3: 17,230 shares; 2024Q4: 18,943 shares; 2025Q1: 20,586 shares 20,586 $5.34M 0.38% +1,643 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,385 shares; 2023Q4: 18,418 shares; 2024Q1: 56,826 shares; 2024Q2: 56,525 shares; 2024Q3: 61,158 shares; 2024Q4: 59,782 shares; 2025Q1: 60,175 shares 60,175 $5.28M 0.37% +393 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; 2023Q2: restricted; 2023Q3: 159,151 shares; 2023Q4: 160,829 shares; 2024Q1: 154,023 shares; 2024Q2: 137,523 shares; 2024Q3: 133,001 shares; 2024Q4: 117,120 shares; 2025Q1: 96,202 shares 96,202 $5.28M 0.37% -20,918 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,392 shares; 2025Q1: 105,060 shares 105,060 $5.12M 0.36% +38,668 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; 2023Q2: restricted; 2023Q3: 81,691 shares; 2023Q4: 82,432 shares; 2024Q1: 81,916 shares; 2024Q2: 81,425 shares; 2024Q3: 84,645 shares; 2024Q4: 83,270 shares; 2025Q1: 84,725 shares 84,725 $5.09M 0.36% +1,455 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,945 shares; 2023Q4: 21,755 shares; 2024Q1: 45,902 shares; 2024Q2: 44,984 shares; 2024Q3: 49,905 shares; 2024Q4: 52,726 shares; 2025Q1: 54,527 shares 54,527 $5.04M 0.35% +1,801 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,790 shares; 2023Q4: 46,285 shares; 2024Q1: 48,162 shares; 2024Q2: 48,294 shares; 2024Q3: 97,296 shares; 2024Q4: 29,755 shares; 2025Q1: 28,576 shares 28,576 $4.88M 0.34% -1,179 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,927 shares; 2023Q4: 40,635 shares; 2024Q1: 46,712 shares; 2024Q2: 47,893 shares; 2024Q3: 48,614 shares; 2024Q4: 49,567 shares; 2025Q1: 49,142 shares 49,142 $4.87M 0.34% -425 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 48,292 shares; 2023Q4: 48,723 shares; 2024Q1: 67,988 shares; 2024Q2: 81,290 shares; 2024Q3: 179,164 shares; 2024Q4: 96,385 shares; 2025Q1: 121,050 shares 121,050 $4.78M 0.34% +24,665 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; 2023Q2: restricted; 2023Q3: 17,439 shares; 2023Q4: 16,792 shares; 2024Q1: 15,793 shares; 2024Q2: 15,573 shares; 2024Q3: 32,262 shares; 2024Q4: 66,721 shares; 2025Q1: 77,125 shares 77,125 $4.7M 0.33% +10,404 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; 2023Q2: restricted; 2023Q3: 6,944 shares; 2023Q4: 6,906 shares; 2024Q1: 10,127 shares; 2024Q2: 44,761 shares; 2024Q3: 49,472 shares; 2024Q4: 59,030 shares; 2025Q1: 73,306 shares 73,306 $4.62M 0.33% +14,276 Timeline PWV 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; 2023Q2: restricted; 2023Q3: 36,290 shares; 2023Q4: 41,302 shares; 2024Q1: 48,106 shares; 2024Q2: 56,932 shares; 2024Q3: 122,942 shares; 2024Q4: 64,676 shares; 2025Q1: 77,440 shares 77,440 $4.61M 0.32% +12,764 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,046 shares; 2024Q2: 23,998 shares; 2024Q3: 53,246 shares; 2024Q4: 30,768 shares; 2025Q1: 34,390 shares 34,390 $4.46M 0.31% +3,622 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; 2023Q2: restricted; 2023Q3: 34,964 shares; 2023Q4: 22,256 shares; 2024Q1: 22,939 shares; 2024Q2: 23,611 shares; 2024Q3: 25,550 shares; 2024Q4: 23,495 shares; 2025Q1: 40,321 shares 40,321 $4.43M 0.31% +16,826 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; 2023Q2: restricted; 2023Q3: 17,481 shares; 2023Q4: 17,825 shares; 2024Q1: 17,827 shares; 2024Q2: 17,987 shares; 2024Q3: 19,335 shares; 2024Q4: 18,468 shares; 2025Q1: 18,068 shares 18,068 $4.43M 0.31% -400 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; 2023Q2: restricted; 2023Q3: 109,786 shares; 2023Q4: 110,495 shares; 2024Q1: 140,556 shares; 2024Q2: 76,174 shares; 2024Q3: 70,356 shares; 2024Q4: 61,948 shares; 2025Q1: 48,094 shares 48,094 $4.31M 0.3% -13,854 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,917 shares; 2024Q2: 115,031 shares; 2024Q3: 131,947 shares; 2024Q4: 159,791 shares; 2025Q1: 198,848 shares 198,848 $4.3M 0.3% +39,057 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; 2023Q2: restricted; 2023Q3: 19,687 shares; 2023Q4: 29,409 shares; 2024Q1: 29,185 shares; 2024Q2: 30,583 shares; 2024Q3: 32,397 shares; 2024Q4: 22,857 shares; 2025Q1: 24,566 shares 24,566 $4.24M 0.3% +1,709 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; 2023Q2: restricted; 2023Q3: 32,096 shares; 2023Q4: 35,162 shares; 2024Q1: 38,510 shares; 2024Q2: 45,366 shares; 2024Q3: 68,733 shares; 2024Q4: 98,796 shares; 2025Q1: 127,149 shares 127,149 $4.23M 0.3% +28,353 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,878 shares; 2024Q3: 44,422 shares; 2024Q4: 142,242 shares; 2025Q1: 189,512 shares 189,512 $4.18M 0.29% +47,270 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; 2023Q2: restricted; 2023Q3: 138,373 shares; 2023Q4: 143,651 shares; 2024Q1: 151,336 shares; 2024Q2: 102,831 shares; 2024Q3: 93,328 shares; 2024Q4: 97,989 shares; 2025Q1: 80,791 shares 80,791 $4.08M 0.29% -17,198 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 54,452 shares; 2023Q4: 54,305 shares; 2024Q1: 56,396 shares; 2024Q2: 56,622 shares; 2024Q3: 119,444 shares; 2024Q4: 55,201 shares; 2025Q1: 56,705 shares 56,705 $4.06M 0.29% +1,504 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,512 shares; 2023Q4: 18,660 shares; 2024Q1: 20,672 shares; 2024Q2: 21,663 shares; 2024Q3: 22,473 shares; 2024Q4: 21,374 shares; 2025Q1: 12,575 shares 12,575 $3.93M 0.28% -8,799 Timeline KBWB 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 133,406 shares; 2024Q4: 67,557 shares; 2025Q1: 62,462 shares 62,462 $3.92M 0.28% -5,095 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; 2023Q2: restricted; 2023Q3: 37,191 shares; 2023Q4: 34,408 shares; 2024Q1: 46,994 shares; 2024Q2: 46,941 shares; 2024Q3: 47,830 shares; 2024Q4: 143,910 shares; 2025Q1: 139,747 shares 139,747 $3.91M 0.28% -4,163 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; 2023Q2: restricted; 2023Q3: 54,501 shares; 2023Q4: 53,937 shares; 2024Q1: 57,352 shares; 2024Q2: 58,081 shares; 2024Q3: 54,109 shares; 2024Q4: 54,854 shares; 2025Q1: 56,190 shares 56,190 $3.82M 0.27% +1,336 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,492 shares; 2023Q4: 21,679 shares; 2024Q1: 23,982 shares; 2024Q2: 23,980 shares; 2024Q3: 26,452 shares; 2024Q4: 22,887 shares; 2025Q1: 24,543 shares 24,543 $3.8M 0.27% +1,656 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,093 shares; 2025Q1: 29,948 shares 29,948 $3.78M 0.27% +855 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,465 shares; 2024Q2: 4,874 shares; 2024Q3: 10,838 shares; 2024Q4: 6,043 shares; 2025Q1: 7,073 shares 7,073 $3.5M 0.25% +1,030 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,905 shares; 2023Q4: 24,950 shares; 2024Q1: 24,926 shares; 2024Q2: 24,895 shares; 2024Q3: 26,174 shares; 2024Q4: 26,039 shares; 2025Q1: 26,110 shares 26,110 $3.46M 0.24% +71 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,378 shares; 2023Q4: 30,694 shares; 2024Q1: 30,032 shares; 2024Q2: 30,083 shares; 2024Q3: 30,822 shares; 2024Q4: 30,456 shares; 2025Q1: 30,685 shares 30,685 $3.41M 0.24% +229 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,956 shares; 2023Q4: 22,281 shares; 2024Q1: 21,524 shares; 2024Q2: 20,989 shares; 2024Q3: 23,970 shares; 2024Q4: 21,759 shares; 2025Q1: 20,541 shares 20,541 $3.41M 0.24% -1,218 Timeline AVIG 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; 2023Q2: restricted; 2023Q3: 55,320 shares; 2023Q4: 65,141 shares; 2024Q1: 85,000 shares; 2024Q2: 85,554 shares; 2024Q3: 92,638 shares; 2024Q4: 96,419 shares; 2025Q1: 79,489 shares 79,489 $3.29M 0.23% -16,930 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; 2023Q2: restricted; 2023Q3: 4,604 shares; 2023Q4: 11,854 shares; 2024Q1: 19,635 shares; 2024Q2: 32,132 shares; 2024Q3: 50,691 shares; 2024Q4: 59,062 shares; 2025Q1: 61,169 shares 61,169 $3.17M 0.22% +2,107 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,274 shares; 2023Q4: 19,694 shares; 2024Q1: 19,976 shares; 2024Q2: 20,394 shares; 2024Q3: 53,162 shares; 2024Q4: 25,729 shares; 2025Q1: 27,997 shares 27,997 $3.09M 0.22% +2,268 Timeline JPEF 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19,385 shares; 2024Q2: 18,269 shares; 2024Q3: 18,279 shares; 2024Q4: 18,686 shares; 2025Q1: 47,679 shares 47,679 $3.04M 0.21% +28,993 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; 2023Q2: restricted; 2023Q3: 17,452 shares; 2023Q4: 17,810 shares; 2024Q1: 17,724 shares; 2024Q2: 17,722 shares; 2024Q3: 20,632 shares; 2024Q4: 17,684 shares; 2025Q1: 17,685 shares 17,685 $3.01M 0.21% +1 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; 2023Q2: restricted; 2023Q3: 14,523 shares; 2023Q4: 16,791 shares; 2024Q1: 20,200 shares; 2024Q2: 23,776 shares; 2024Q3: 48,406 shares; 2024Q4: 26,256 shares; 2025Q1: 68,060 shares 68,060 $2.96M 0.21% +41,804 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; 2023Q2: restricted; 2023Q3: 93,833 shares; 2023Q4: 93,801 shares; 2024Q1: 102,236 shares; 2024Q2: 110,769 shares; 2024Q3: 116,024 shares; 2024Q4: 147,637 shares; 2025Q1: 103,615 shares 103,615 $2.93M 0.21% -44,022 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; 2023Q2: restricted; 2023Q3: 65,956 shares; 2023Q4: 64,880 shares; 2024Q1: 64,126 shares; 2024Q2: 65,094 shares; 2024Q3: 69,514 shares; 2024Q4: 65,313 shares; 2025Q1: 64,489 shares 64,489 $2.93M 0.21% -824 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,566 shares; 2023Q4: 16,561 shares; 2024Q1: 22,563 shares; 2024Q2: 26,821 shares; 2024Q3: 29,164 shares; 2024Q4: 31,445 shares; 2025Q1: 33,020 shares 33,020 $2.88M 0.2% +1,575 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 17,786 shares; 2024Q2: 51,294 shares; 2024Q3: 83,548 shares; 2024Q4: 89,535 shares; 2025Q1: 88,363 shares 88,363 $2.85M 0.2% -1,172 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 196 shares; 2024Q1: 199 shares; 2024Q2: 1,291 shares; 2024Q3: 31,618 shares; 2024Q4: 15,381 shares; 2025Q1: 16,994 shares 16,994 $2.85M 0.2% +1,613 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,575 shares; 2023Q4: 39,276 shares; 2024Q1: 39,201 shares; 2024Q2: 37,315 shares; 2024Q3: 39,033 shares; 2024Q4: 44,642 shares; 2025Q1: 47,146 shares 47,146 $2.7M 0.19% +2,504 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,579 shares; 2023Q4: 7,901 shares; 2024Q1: 7,990 shares; 2024Q2: 7,908 shares; 2024Q3: 8,737 shares; 2024Q4: 7,855 shares; 2025Q1: 7,670 shares 7,670 $2.69M 0.19% -185 Timeline JPME 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,546 shares 26,546 $2.67M 0.19% new 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; 2023Q2: restricted; 2023Q3: 6,070 shares; 2023Q4: 6,070 shares; 2024Q1: 10,928 shares; 2024Q2: 11,200 shares; 2024Q3: 14,375 shares; 2024Q4: 15,749 shares; 2025Q1: 37,234 shares 37,234 $2.54M 0.18% +21,485 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,578 shares; 2023Q4: 56,771 shares; 2024Q1: 56,384 shares; 2024Q2: 52,922 shares; 2024Q3: 50,609 shares; 2024Q4: 39,493 shares; 2025Q1: 22,710 shares 22,710 $2.54M 0.18% -16,783 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,003 shares; 2023Q4: 12,136 shares; 2024Q1: 12,125 shares; 2024Q2: 12,174 shares; 2024Q3: 12,503 shares; 2024Q4: 12,543 shares; 2025Q1: 12,715 shares 12,715 $2.52M 0.18% +172 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,102 shares; 2023Q4: 75,788 shares; 2024Q1: 69,999 shares; 2024Q2: 70,131 shares; 2024Q3: 94,795 shares; 2024Q4: 94,495 shares; 2025Q1: 91,960 shares 91,960 $2.51M 0.18% -2,535 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,071 shares; 2023Q4: 1,601 shares; 2024Q1: 1,426 shares; 2024Q2: 1,635 shares; 2024Q3: 2,216 shares; 2024Q4: 1,789 shares; 2025Q1: 9,190 shares 9,190 $2.47M 0.17% +7,401 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 31,796 shares; 2024Q1: 31,471 shares; 2024Q2: 2,406 shares; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 23,574 shares 23,574 $2.41M 0.17% +21,168 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; 2023Q2: restricted; 2023Q3: 59,055 shares; 2023Q4: 58,753 shares; 2024Q1: 63,541 shares; 2024Q2: 62,323 shares; 2024Q3: 64,619 shares; 2024Q4: 44,832 shares; 2025Q1: 43,568 shares 43,568 $2.39M 0.17% -1,264 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; 2023Q2: restricted; 2023Q3: 2,187 shares; 2023Q4: 2,191 shares; 2024Q1: 2,195 shares; 2024Q2: 11,640 shares; 2024Q3: 11,464 shares; 2024Q4: 11,565 shares; 2025Q1: 11,829 shares 11,829 $2.39M 0.17% +264 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; 2023Q2: restricted; 2023Q3: 10,649 shares; 2023Q4: 10,255 shares; 2024Q1: 10,113 shares; 2024Q2: 9,890 shares; 2024Q3: 20,194 shares; 2024Q4: 9,775 shares; 2025Q1: 9,541 shares 9,541 $2.37M 0.17% -234 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,642 shares 26,642 $2.37M 0.17% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,690 shares; 2023Q4: 14,708 shares; 2024Q1: 69,412 shares; 2024Q2: 65,927 shares; 2024Q3: 134,330 shares; 2024Q4: 40,389 shares; 2025Q1: 40,445 shares 40,445 $2.36M 0.17% +56 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; 2023Q2: restricted; 2023Q3: 16,073 shares; 2023Q4: 20,267 shares; 2024Q1: 9,420 shares; 2024Q2: 7,552 shares; 2024Q3: 8,337 shares; 2024Q4: 9,401 shares; 2025Q1: 11,428 shares 11,428 $2.36M 0.17% +2,027 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; 2023Q2: restricted; 2023Q3: 94,179 shares; 2023Q4: 95,583 shares; 2024Q1: 97,301 shares; 2024Q2: 99,764 shares; 2024Q3: 101,487 shares; 2024Q4: 102,087 shares; 2025Q1: 49,883 shares 49,883 $2.32M 0.16% -52,204 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,751 shares; 2023Q4: 2,581 shares; 2024Q1: 2,595 shares; 2024Q2: 2,624 shares; 2024Q3: 2,854 shares; 2024Q4: 2,643 shares; 2025Q1: 4,493 shares 4,493 $2.3M 0.16% +1,850 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; 2023Q2: restricted; 2023Q3: 17,934 shares; 2023Q4: 18,464 shares; 2024Q1: 17,862 shares; 2024Q2: 18,329 shares; 2024Q3: 19,820 shares; 2024Q4: 18,708 shares; 2025Q1: 18,718 shares 18,718 $2.28M 0.16% +10 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 739 shares; 2024Q4: 1,167 shares; 2025Q1: 13,378 shares 13,378 $2.28M 0.16% +12,211 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; 2023Q2: restricted; 2023Q3: 14,302 shares; 2023Q4: 15,117 shares; 2024Q1: 14,171 shares; 2024Q2: 15,575 shares; 2024Q3: 17,082 shares; 2024Q4: 22,430 shares; 2025Q1: 22,479 shares 22,479 $2.22M 0.16% +49 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; 2023Q2: restricted; 2023Q3: 1,803 shares; 2023Q4: 2,376 shares; 2024Q1: 2,856 shares; 2024Q2: 2,599 shares; 2024Q3: 2,973 shares; 2024Q4: 2,717 shares; 2025Q1: 2,665 shares 2,665 $2.2M 0.16% -52 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,562 shares; 2023Q4: 64,634 shares; 2024Q1: 47,652 shares; 2024Q2: 51,793 shares; 2024Q3: 53,904 shares; 2024Q4: 63,307 shares; 2025Q1: 66,176 shares 66,176 $2.19M 0.15% +2,869 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; 2023Q2: restricted; 2023Q3: 5,658 shares; 2023Q4: 5,117 shares; 2024Q1: 4,847 shares; 2024Q2: 5,225 shares; 2024Q3: 5,689 shares; 2024Q4: 5,534 shares; 2025Q1: 5,884 shares 5,884 $2.18M 0.15% +350 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; 2023Q2: restricted; 2023Q3: 3,051 shares; 2023Q4: 3,835 shares; 2024Q1: 4,191 shares; 2024Q2: 4,983 shares; 2024Q3: 6,310 shares; 2024Q4: 6,461 shares; 2025Q1: 7,025 shares 7,025 $2.17M 0.15% +564 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,577 shares; 2023Q4: 38,295 shares; 2024Q1: 38,268 shares; 2024Q2: 38,303 shares; 2024Q3: 38,888 shares; 2024Q4: 40,892 shares; 2025Q1: 41,369 shares 41,369 $2.17M 0.15% +477 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,405 shares; 2023Q4: 70,368 shares; 2024Q1: 67,123 shares; 2024Q2: 66,067 shares; 2024Q3: 67,007 shares; 2024Q4: 67,926 shares; 2025Q1: 66,586 shares 66,586 $2.17M 0.15% -1,340 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; 2023Q2: restricted; 2023Q3: 10,481 shares; 2023Q4: 10,757 shares; 2024Q1: 9,870 shares; 2024Q2: 10,265 shares; 2024Q3: 11,449 shares; 2024Q4: 9,882 shares; 2025Q1: 9,281 shares 9,281 $2.16M 0.15% -601 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; 2023Q2: restricted; 2023Q3: 5,961 shares; 2023Q4: 5,899 shares; 2024Q1: 5,835 shares; 2024Q2: 5,908 shares; 2024Q3: 12,636 shares; 2024Q4: 5,512 shares; 2025Q1: 5,768 shares 5,768 $2.11M 0.15% +256 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,928 shares; 2023Q4: 6,166 shares; 2024Q1: 6,295 shares; 2024Q2: 6,355 shares; 2024Q3: 13,108 shares; 2024Q4: 6,279 shares; 2025Q1: 6,305 shares 6,305 $2.08M 0.15% +26 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,239 shares; 2024Q2: 44,127 shares; 2024Q3: 100,982 shares; 2024Q4: 68,490 shares; 2025Q1: 121,702 shares 121,702 $2.02M 0.14% +53,212 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,777 shares 72,777 $1.98M 0.14% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,399 shares; 2023Q4: 21,844 shares; 2024Q1: 21,710 shares; 2024Q2: 21,210 shares; 2024Q3: 21,076 shares; 2024Q4: 20,431 shares; 2025Q1: 20,604 shares 20,604 $1.97M 0.14% +173 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,139 shares; 2023Q4: 24,918 shares; 2024Q1: 25,684 shares; 2024Q2: 14,066 shares; 2024Q3: 31,798 shares; 2024Q4: 14,067 shares; 2025Q1: 11,461 shares 11,461 $1.92M 0.14% -2,606 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,649 shares 37,649 $1.91M 0.13% new 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; 2023Q2: restricted; 2023Q3: 3,555 shares; 2023Q4: 3,541 shares; 2024Q1: 3,496 shares; 2024Q2: 3,473 shares; 2024Q3: 3,541 shares; 2024Q4: 3,501 shares; 2025Q1: 3,508 shares 3,508 $1.9M 0.13% +7 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; 2023Q2: restricted; 2023Q3: 101,838 shares; 2023Q4: 113,195 shares; 2024Q1: 76,115 shares; 2024Q2: 81,600 shares; 2024Q3: 59,862 shares; 2024Q4: 22,068 shares; 2025Q1: 20,710 shares 20,710 $1.9M 0.13% -1,358 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; 2023Q2: restricted; 2023Q3: 18,439 shares; 2023Q4: 18,231 shares; 2024Q1: 18,032 shares; 2024Q2: 18,994 shares; 2024Q3: 19,046 shares; 2024Q4: 18,864 shares; 2025Q1: 18,610 shares 18,610 $1.87M 0.13% -254 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,122 shares; 2024Q4: 28,862 shares; 2025Q1: 40,017 shares 40,017 $1.87M 0.13% +11,155 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,208 shares; 2024Q1: 8,202 shares; 2024Q2: 8,249 shares; 2024Q3: 8,489 shares; 2024Q4: 8,568 shares; 2025Q1: 8,875 shares 8,875 $1.86M 0.13% +307 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; 2023Q2: restricted; 2023Q3: 13,542 shares; 2023Q4: 13,874 shares; 2024Q1: 13,549 shares; 2024Q2: 13,686 shares; 2024Q3: 14,683 shares; 2024Q4: 19,289 shares; 2025Q1: 21,802 shares 21,802 $1.84M 0.13% +2,513 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,156 shares; 2023Q4: 31,624 shares; 2024Q1: 41,816 shares; 2024Q2: 52,330 shares; 2024Q3: 56,199 shares; 2024Q4: 71,410 shares; 2025Q1: 72,255 shares 72,255 $1.83M 0.13% +845 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,807 shares; 2023Q4: 19,956 shares; 2024Q1: 20,210 shares; 2024Q2: 20,774 shares; 2024Q3: 20,659 shares; 2024Q4: 19,872 shares; 2025Q1: 19,609 shares 19,609 $1.8M 0.13% -263 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,841 shares; 2025Q1: 6,243 shares 6,243 $1.8M 0.13% +3,402 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; 2023Q2: restricted; 2023Q3: 43,120 shares; 2023Q4: 47,451 shares; 2024Q1: 43,785 shares; 2024Q2: 43,757 shares; 2024Q3: 44,400 shares; 2024Q4: 29,472 shares; 2025Q1: 29,017 shares 29,017 $1.74M 0.12% -455 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; 2023Q2: restricted; 2023Q3: 4,670 shares; 2023Q4: 5,078 shares; 2024Q1: 5,600 shares; 2024Q2: 8,870 shares; 2024Q3: 8,597 shares; 2024Q4: 10,825 shares; 2025Q1: 13,246 shares 13,246 $1.74M 0.12% +2,421 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; 2023Q2: restricted; 2023Q3: 42,949 shares; 2023Q4: 40,432 shares; 2024Q1: 41,294 shares; 2024Q2: 44,917 shares; 2024Q3: 43,132 shares; 2024Q4: 42,785 shares; 2025Q1: 41,450 shares 41,450 $1.73M 0.12% -1,335 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 32,995 shares; 2023Q4: 33,337 shares; 2024Q1: 33,653 shares; 2024Q2: 33,983 shares; 2024Q3: 34,316 shares; 2024Q4: 34,643 shares; 2025Q1: 34,976 shares 34,976 $1.72M 0.12% +333 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; 2023Q2: restricted; 2023Q3: 16,259 shares; 2023Q4: 16,528 shares; 2024Q1: 17,192 shares; 2024Q2: 8,375 shares; 2024Q3: 9,994 shares; 2024Q4: 18,586 shares; 2025Q1: 21,450 shares 21,450 $1.69M 0.12% +2,864 Timeline AVDV 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; 2023Q2: restricted; 2023Q3: 19,618 shares; 2023Q4: 19,611 shares; 2024Q1: 21,836 shares; 2024Q2: 21,596 shares; 2024Q3: 21,631 shares; 2024Q4: 23,349 shares; 2025Q1: 24,224 shares 24,224 $1.69M 0.12% +875 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,409 shares; 2023Q4: 11,824 shares; 2024Q1: 10,819 shares; 2024Q2: 10,642 shares; 2024Q3: 12,618 shares; 2024Q4: 10,961 shares; 2025Q1: 10,621 shares 10,621 $1.66M 0.12% -340 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,608 shares; 2023Q4: 25,776 shares; 2024Q1: 12,138 shares; 2024Q2: 11,708 shares; 2024Q3: 11,633 shares; 2024Q4: 11,343 shares; 2025Q1: 11,677 shares 11,677 $1.63M 0.11% +334 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,341 shares; 2023Q4: 7,666 shares; 2024Q1: 7,407 shares; 2024Q2: 7,459 shares; 2024Q3: 15,736 shares; 2024Q4: 8,062 shares; 2025Q1: 7,928 shares 7,928 $1.59M 0.11% -134 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 105,391 shares; 2023Q4: 107,050 shares; 2024Q1: 106,679 shares; 2024Q2: 61,731 shares; 2024Q3: 54,790 shares; 2024Q4: 43,921 shares; 2025Q1: 28,820 shares 28,820 $1.58M 0.11% -15,101 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,205 shares; 2023Q4: 4,578 shares; 2024Q1: 4,080 shares; 2024Q2: 4,135 shares; 2024Q3: 4,889 shares; 2024Q4: 4,818 shares; 2025Q1: 13,945 shares 13,945 $1.56M 0.11% +9,127 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; 2023Q2: restricted; 2023Q3: 349,772 shares; 2023Q4: 349,990 shares; 2024Q1: 330,667 shares; 2024Q2: 198,786 shares; 2024Q3: 359,394 shares; 2024Q4: 142,695 shares; 2025Q1: 78,911 shares 78,911 $1.55M 0.11% -63,784 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; 2023Q2: restricted; 2023Q3: 11,813 shares; 2023Q4: 10,427 shares; 2024Q1: 10,268 shares; 2024Q2: 10,213 shares; 2024Q3: 12,131 shares; 2024Q4: 10,059 shares; 2025Q1: 9,584 shares 9,584 $1.52M 0.11% -475 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,777 shares; 2023Q4: 3,049 shares; 2024Q1: 2,856 shares; 2024Q2: 3,081 shares; 2024Q3: 3,457 shares; 2024Q4: 3,387 shares; 2025Q1: 3,155 shares 3,155 $1.48M 0.1% -232 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,233 shares; 2023Q4: 25,510 shares; 2024Q1: 24,913 shares; 2024Q2: 24,151 shares; 2024Q3: 25,467 shares; 2024Q4: 25,706 shares; 2025Q1: 24,595 shares 24,595 $1.48M 0.1% -1,111 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; 2023Q2: restricted; 2023Q3: 345,954 shares; 2023Q4: 346,964 shares; 2024Q1: 327,817 shares; 2024Q2: 198,700 shares; 2024Q3: 356,580 shares; 2024Q4: 140,019 shares; 2025Q1: 75,497 shares 75,497 $1.47M 0.1% -64,522 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,762 shares; 2024Q4: 25,759 shares; 2025Q1: 28,854 shares 28,854 $1.46M 0.1% +3,095 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,143 shares; 2023Q4: 9,131 shares; 2024Q1: 9,014 shares; 2024Q2: 9,201 shares; 2024Q3: 9,582 shares; 2024Q4: 9,880 shares; 2025Q1: 10,417 shares 10,417 $1.46M 0.1% +537 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,517 shares; 2023Q4: 10,517 shares; 2024Q1: 11,024 shares; 2024Q2: 14,570 shares; 2024Q3: 45,436 shares; 2024Q4: 49,916 shares; 2025Q1: 76,459 shares 76,459 $1.46M 0.1% +26,543 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 326,926 shares; 2023Q4: 327,523 shares; 2024Q1: 307,984 shares; 2024Q2: 184,493 shares; 2024Q3: 320,400 shares; 2024Q4: 126,827 shares; 2025Q1: 68,747 shares 68,747 $1.42M 0.1% -58,080 VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,108 shares; 2023Q4: 6,618 shares; 2024Q1: 6,618 shares; 2024Q2: 6,554 shares; 2024Q3: 6,440 shares; 2024Q4: 5,222 shares; 2025Q1: 5,268 shares 5,268 $1.39M 0.1% +46 Timeline JMBS 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; 2023Q2: restricted; 2023Q3: 48,020 shares; 2023Q4: 47,301 shares; 2024Q1: 46,112 shares; 2024Q2: 45,070 shares; 2024Q3: 40,226 shares; 2024Q4: 35,013 shares; 2025Q1: 30,795 shares 30,795 $1.39M 0.1% -4,218 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,029 shares; 2023Q4: 4,204 shares; 2024Q1: 4,017 shares; 2024Q2: 3,888 shares; 2024Q3: 8,894 shares; 2024Q4: 3,566 shares; 2025Q1: 3,799 shares 3,799 $1.37M 0.1% +233 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; 2023Q2: restricted; 2023Q3: 31,377 shares; 2023Q4: 15,314 shares; 2024Q1: 14,307 shares; 2024Q2: 13,808 shares; 2024Q3: 14,770 shares; 2024Q4: 15,136 shares; 2025Q1: 14,650 shares 14,650 $1.37M 0.1% -486 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,067 shares; 2023Q4: 1,950 shares; 2024Q1: 2,599 shares; 2024Q2: 3,034 shares; 2024Q3: 2,992 shares; 2024Q4: 3,090 shares; 2025Q1: 3,224 shares 3,224 $1.35M 0.1% +134 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; 2023Q2: restricted; 2023Q3: 38,277 shares; 2023Q4: 35,297 shares; 2024Q1: 35,252 shares; 2024Q2: 33,468 shares; 2024Q3: 63,396 shares; 2024Q4: 30,474 shares; 2025Q1: 29,784 shares 29,784 $1.33M 0.09% -690 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,337 shares; 2023Q4: not reported; 2024Q1: 3,715 shares; 2024Q2: 4,107 shares; 2024Q3: 4,192 shares; 2024Q4: 9,759 shares; 2025Q1: 9,989 shares 9,989 $1.32M 0.09% +230 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; 2023Q2: restricted; 2023Q3: 52,054 shares; 2023Q4: 48,782 shares; 2024Q1: 44,378 shares; 2024Q2: 42,111 shares; 2024Q3: 96,840 shares; 2024Q4: 42,557 shares; 2025Q1: 42,074 shares 42,074 $1.3M 0.09% -483 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,164 shares; 2023Q4: 7,975 shares; 2024Q1: 7,335 shares; 2024Q2: 7,789 shares; 2024Q3: 7,986 shares; 2024Q4: 7,396 shares; 2025Q1: 7,618 shares 7,618 $1.3M 0.09% +222 Timeline XSHQ 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 48,201 shares; 2024Q1: 38,030 shares; 2024Q2: 37,358 shares; 2024Q3: 71,748 shares; 2024Q4: 32,681 shares; 2025Q1: 31,597 shares 31,597 $1.25M 0.09% -1,084 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,828 shares; 2024Q4: 29,500 shares; 2025Q1: 33,498 shares 33,498 $1.23M 0.09% +3,998 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,429 shares; 2024Q3: 9,135 shares; 2024Q4: 15,865 shares; 2025Q1: 19,671 shares 19,671 $1.22M 0.09% +3,806 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,939 shares; 2024Q3: 12,714 shares; 2024Q4: 12,862 shares; 2025Q1: 12,126 shares 12,126 $1.22M 0.09% -736 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,765 shares; 2024Q2: 2,708 shares; 2024Q3: 5,305 shares; 2024Q4: 9,021 shares; 2025Q1: 12,256 shares 12,256 $1.22M 0.09% +3,235 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,458 shares; 2023Q4: 7,883 shares; 2024Q1: 9,530 shares; 2024Q2: 10,054 shares; 2024Q3: 12,392 shares; 2024Q4: 15,004 shares; 2025Q1: 18,234 shares 18,234 $1.21M 0.09% +3,230 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; 2023Q2: restricted; 2023Q3: 4,342 shares; 2023Q4: 4,318 shares; 2024Q1: 4,359 shares; 2024Q2: 4,377 shares; 2024Q3: 9,372 shares; 2024Q4: 4,532 shares; 2025Q1: 4,373 shares 4,373 $1.19M 0.08% -159 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,132 shares; 2023Q4: 10,433 shares; 2024Q1: 10,125 shares; 2024Q2: 10,284 shares; 2024Q3: 28,676 shares; 2024Q4: 6,327 shares; 2025Q1: 5,846 shares 5,846 $1.17M 0.08% -481 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 10,121 shares; 2024Q1: 10,112 shares; 2024Q2: 9,954 shares; 2024Q3: 10,433 shares; 2024Q4: 12,139 shares; 2025Q1: 12,382 shares 12,382 $1.16M 0.08% +243 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; 2023Q2: restricted; 2023Q3: 31,876 shares; 2023Q4: 29,698 shares; 2024Q1: 29,574 shares; 2024Q2: 30,764 shares; 2024Q3: 32,712 shares; 2024Q4: 27,040 shares; 2025Q1: 26,952 shares 26,952 $1.12M 0.08% -88 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; 2023Q2: restricted; 2023Q3: 8,479 shares; 2023Q4: 9,057 shares; 2024Q1: 8,637 shares; 2024Q2: 7,922 shares; 2024Q3: 16,484 shares; 2024Q4: 6,712 shares; 2025Q1: 6,488 shares 6,488 $1.12M 0.08% -224 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; 2023Q2: restricted; 2023Q3: 12,234 shares; 2023Q4: 12,189 shares; 2024Q1: 10,416 shares; 2024Q2: 10,613 shares; 2024Q3: 11,105 shares; 2024Q4: 14,309 shares; 2025Q1: 22,434 shares 22,434 $1.12M 0.08% +8,125 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,982 shares; 2025Q1: 11,498 shares 11,498 $1.11M 0.08% +8,516 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; 2023Q2: restricted; 2023Q3: 15,241 shares; 2023Q4: 13,735 shares; 2024Q1: 12,429 shares; 2024Q2: 9,700 shares; 2024Q3: 8,376 shares; 2024Q4: 17,910 shares; 2025Q1: 15,112 shares 15,112 $1.1M 0.08% -2,798 Timeline OMFS 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,124 shares; 2025Q1: 28,966 shares 28,966 $1.1M 0.08% -158 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; 2023Q2: restricted; 2023Q3: 1,164 shares; 2023Q4: 1,156 shares; 2024Q1: 3,533 shares; 2024Q2: 3,571 shares; 2024Q3: 4,367 shares; 2024Q4: 3,441 shares; 2025Q1: 3,498 shares 3,498 $1.09M 0.08% +57 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,304 shares 10,304 $1.08M 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,192 shares; 2023Q4: 4,193 shares; 2024Q1: 4,024 shares; 2024Q2: 3,836 shares; 2024Q3: 7,070 shares; 2024Q4: 3,474 shares; 2025Q1: 3,485 shares 3,485 $1.07M 0.08% +11 Timeline JMUB 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,217 shares; 2024Q2: 15,088 shares; 2024Q3: 16,552 shares; 2024Q4: 19,998 shares; 2025Q1: 21,025 shares 21,025 $1.05M 0.07% +1,027 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; 2023Q2: restricted; 2023Q3: 11,433 shares; 2023Q4: 13,426 shares; 2024Q1: 9,074 shares; 2024Q2: 9,149 shares; 2024Q3: 12,973 shares; 2024Q4: 10,755 shares; 2025Q1: 11,522 shares 11,522 $1.03M 0.07% +767 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; 2023Q2: restricted; 2023Q3: 13,564 shares; 2023Q4: 15,110 shares; 2024Q1: 15,194 shares; 2024Q2: 21,173 shares; 2024Q3: 24,432 shares; 2024Q4: 24,954 shares; 2025Q1: 25,161 shares 25,161 $1.01M 0.07% +207 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; 2023Q2: restricted; 2023Q3: 2,757 shares; 2023Q4: 3,006 shares; 2024Q1: 7,843 shares; 2024Q2: 7,478 shares; 2024Q3: 11,270 shares; 2024Q4: 11,243 shares; 2025Q1: 12,061 shares 12,061 $1M 0.07% +818 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,699 shares; 2023Q4: 9,203 shares; 2024Q1: 9,240 shares; 2024Q2: 9,712 shares; 2024Q3: 9,874 shares; 2024Q4: 10,788 shares; 2025Q1: 9,498 shares 9,498 $997K 0.07% -1,290 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,439 shares; 2023Q4: 8,383 shares; 2024Q1: 8,553 shares; 2024Q2: 9,086 shares; 2024Q3: 9,224 shares; 2024Q4: 9,383 shares; 2025Q1: 28,196 shares 28,196 $985K 0.07% +18,813 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; 2023Q2: restricted; 2023Q3: 7,235 shares; 2023Q4: 7,359 shares; 2024Q1: 7,360 shares; 2024Q2: 7,366 shares; 2024Q3: 7,544 shares; 2024Q4: 7,467 shares; 2025Q1: 7,449 shares 7,449 $984K 0.07% -18 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; 2023Q2: restricted; 2023Q3: 8,665 shares; 2023Q4: 8,489 shares; 2024Q1: 7,592 shares; 2024Q2: 7,294 shares; 2024Q3: 8,228 shares; 2024Q4: 5,267 shares; 2025Q1: 6,682 shares 6,682 $976K 0.07% +1,415 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; 2023Q2: restricted; 2023Q3: 3,401 shares; 2023Q4: 3,602 shares; 2024Q1: 3,448 shares; 2024Q2: 3,547 shares; 2024Q3: 3,532 shares; 2024Q4: 16,122 shares; 2025Q1: 7,538 shares 7,538 $972K 0.07% -8,584 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; 2023Q2: restricted; 2023Q3: 21,388 shares; 2023Q4: 23,466 shares; 2024Q1: 19,947 shares; 2024Q2: 32,127 shares; 2024Q3: 29,615 shares; 2024Q4: 28,556 shares; 2025Q1: 19,292 shares 19,292 $959K 0.07% -9,264 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,912 shares; 2024Q4: 18,176 shares; 2025Q1: 18,774 shares 18,774 $950K 0.07% +598 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,543 shares; 2025Q1: 12,741 shares 12,741 $950K 0.07% +3,198 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,119 shares; 2023Q4: 9,009 shares; 2024Q1: 9,102 shares; 2024Q2: 9,078 shares; 2024Q3: 17,944 shares; 2024Q4: 8,478 shares; 2025Q1: 8,089 shares 8,089 $929K 0.07% -389 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,604 shares; 2023Q4: 8,553 shares; 2024Q1: 8,556 shares; 2024Q2: 8,582 shares; 2024Q3: 9,513 shares; 2024Q4: 8,356 shares; 2025Q1: 7,850 shares 7,850 $916K 0.06% -506 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,988 shares; 2023Q4: 5,919 shares; 2024Q1: 5,910 shares; 2024Q2: 27,261 shares; 2024Q3: 49,180 shares; 2024Q4: 23,613 shares; 2025Q1: 9,102 shares 9,102 $900K 0.06% -14,511 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,958 shares; 2023Q4: 10,972 shares; 2024Q1: 10,607 shares; 2024Q2: 10,283 shares; 2024Q3: 30,174 shares; 2024Q4: 10,672 shares; 2025Q1: 9,789 shares 9,789 $891K 0.06% -883 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,988 shares; 2023Q4: 5,048 shares; 2024Q1: 5,058 shares; 2024Q2: 5,195 shares; 2024Q3: 5,104 shares; 2024Q4: 5,675 shares; 2025Q1: 5,744 shares 5,744 $880K 0.06% +69 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; 2023Q2: restricted; 2023Q3: 5,575 shares; 2023Q4: 4,628 shares; 2024Q1: 3,317 shares; 2024Q2: 3,296 shares; 2024Q3: 4,826 shares; 2024Q4: 3,400 shares; 2025Q1: 3,376 shares 3,376 $873K 0.06% -24 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,783 shares; 2024Q4: 2,233 shares; 2025Q1: 7,703 shares 7,703 $871K 0.06% +5,470 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,096 shares; 2024Q1: 2,633 shares; 2024Q2: 3,116 shares; 2024Q3: 3,618 shares; 2024Q4: 3,764 shares; 2025Q1: 2,331 shares 2,331 $868K 0.06% -1,433 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; 2023Q2: restricted; 2023Q3: 43,964 shares; 2023Q4: 16,608 shares; 2024Q1: 15,365 shares; 2024Q2: 16,160 shares; 2024Q3: 39,040 shares; 2024Q4: 15,217 shares; 2025Q1: 13,569 shares 13,569 $837K 0.06% -1,648 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,000 shares; 2023Q4: 3,750 shares; 2024Q1: 3,753 shares; 2024Q2: 3,503 shares; 2024Q3: 3,557 shares; 2024Q4: 3,503 shares; 2025Q1: 2,083 shares 2,083 $831K 0.06% -1,420 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,836 shares; 2024Q2: 18,645 shares; 2024Q3: 49,838 shares; 2024Q4: 28,966 shares; 2025Q1: 30,082 shares 30,082 $821K 0.06% +1,116 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,900 shares; 2023Q4: 8,400 shares; 2024Q1: 9,232 shares; 2024Q2: 8,810 shares; 2024Q3: 11,051 shares; 2024Q4: 9,221 shares; 2025Q1: 8,355 shares 8,355 $820K 0.06% -866 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; 2023Q2: restricted; 2023Q3: 11,105 shares; 2023Q4: 11,168 shares; 2024Q1: 11,474 shares; 2024Q2: 11,160 shares; 2024Q3: 11,797 shares; 2024Q4: 11,486 shares; 2025Q1: 11,413 shares 11,413 $819K 0.06% -73 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,179 shares 16,179 $809K 0.06% new 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 15,265 shares; 2024Q1: 11,577 shares; 2024Q2: 11,550 shares; 2024Q3: 10,757 shares; 2024Q4: 10,305 shares; 2025Q1: 10,448 shares 10,448 $805K 0.06% +143 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,547 shares; 2023Q4: 1,595 shares; 2024Q1: 1,646 shares; 2024Q2: 1,557 shares; 2024Q3: 1,883 shares; 2024Q4: 1,794 shares; 2025Q1: 1,799 shares 1,799 $804K 0.06% +5 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,750 shares; 2023Q4: 7,788 shares; 2024Q1: 7,253 shares; 2024Q2: 6,408 shares; 2024Q3: 7,043 shares; 2024Q4: 6,154 shares; 2025Q1: 6,058 shares 6,058 $802K 0.06% -96 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,798 shares; 2024Q3: 6,496 shares; 2024Q4: 11,342 shares; 2025Q1: 12,505 shares 12,505 $795K 0.06% +1,163 Timeline LSAT 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; 2023Q2: restricted; 2023Q3: 23,973 shares; 2023Q4: 23,710 shares; 2024Q1: 23,281 shares; 2024Q2: 22,216 shares; 2024Q3: 21,877 shares; 2024Q4: 21,151 shares; 2025Q1: 19,753 shares 19,753 $792K 0.06% -1,398 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,455 shares; 2023Q4: 10,630 shares; 2024Q1: 10,614 shares; 2024Q2: 11,612 shares; 2024Q3: 13,024 shares; 2024Q4: 11,167 shares; 2025Q1: 13,962 shares 13,962 $783K 0.06% +2,795 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,551 shares; 2023Q4: 17,821 shares; 2024Q1: 17,089 shares; 2024Q2: 17,068 shares; 2024Q3: 17,789 shares; 2024Q4: 18,354 shares; 2025Q1: 19,805 shares 19,805 $780K 0.05% +1,451 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,254 shares; 2024Q4: 3,030 shares; 2025Q1: 8,419 shares 8,419 $779K 0.05% +5,389 Timeline LSAF 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; 2023Q2: restricted; 2023Q3: 23,850 shares; 2023Q4: 23,868 shares; 2024Q1: 23,223 shares; 2024Q2: 22,483 shares; 2024Q3: 21,974 shares; 2024Q4: 20,811 shares; 2025Q1: 19,644 shares 19,644 $776K 0.05% -1,167 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,288 shares; 2023Q4: 3,150 shares; 2024Q1: 3,177 shares; 2024Q2: 3,557 shares; 2024Q3: 6,221 shares; 2024Q4: 5,315 shares; 2025Q1: 5,117 shares 5,117 $767K 0.05% -198 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; 2023Q2: restricted; 2023Q3: 12,483 shares; 2023Q4: 12,214 shares; 2024Q1: 11,802 shares; 2024Q2: 10,286 shares; 2024Q3: 9,932 shares; 2024Q4: 9,631 shares; 2025Q1: 9,675 shares 9,675 $764K 0.05% +44 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,112 shares; 2023Q4: 5,465 shares; 2024Q1: 12,387 shares; 2024Q2: 16,242 shares; 2024Q3: 47,838 shares; 2024Q4: 31,896 shares; 2025Q1: 8,118 shares 8,118 $760K 0.05% -23,778 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,761 shares; 2024Q3: 6,935 shares; 2024Q4: 7,282 shares; 2025Q1: 7,526 shares 7,526 $759K 0.05% +244 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; 2023Q2: restricted; 2023Q3: 5,527 shares; 2023Q4: 5,208 shares; 2024Q1: 5,226 shares; 2024Q2: 5,620 shares; 2024Q3: 5,586 shares; 2024Q4: 5,665 shares; 2025Q1: 5,565 shares 5,565 $755K 0.05% -100 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,372 shares; 2023Q4: 6,780 shares; 2024Q1: 9,105 shares; 2024Q2: 9,205 shares; 2024Q3: 9,189 shares; 2024Q4: 8,981 shares; 2025Q1: 9,106 shares 9,106 $748K 0.05% +125 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; 2023Q2: restricted; 2023Q3: 8,801 shares; 2023Q4: 8,134 shares; 2024Q1: 6,847 shares; 2024Q2: 11,851 shares; 2024Q3: 8,585 shares; 2024Q4: 8,403 shares; 2025Q1: 8,577 shares 8,577 $745K 0.05% +174 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; 2023Q2: restricted; 2023Q3: 3,103 shares; 2023Q4: 3,142 shares; 2024Q1: 3,143 shares; 2024Q2: 3,243 shares; 2024Q3: 3,425 shares; 2024Q4: 3,137 shares; 2025Q1: 3,153 shares 3,153 $730K 0.05% +16 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,763 shares 11,763 $728K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,612 shares; 2023Q4: 2,307 shares; 2024Q1: 1,928 shares; 2024Q2: 1,944 shares; 2024Q3: 2,839 shares; 2024Q4: 2,429 shares; 2025Q1: 2,673 shares 2,673 $727K 0.05% +244 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 110 shares; 2023Q4: 110 shares; 2024Q1: 91 shares; 2024Q2: 5,933 shares; 2024Q3: 23,456 shares; 2024Q4: 15,536 shares; 2025Q1: 14,418 shares 14,418 $724K 0.05% -1,118 Timeline SRLN 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; 2023Q2: restricted; 2023Q3: 13,046 shares; 2023Q4: 16,381 shares; 2024Q1: 15,716 shares; 2024Q2: 16,088 shares; 2024Q3: 16,177 shares; 2024Q4: 16,126 shares; 2025Q1: 17,543 shares 17,543 $722K 0.05% +1,417 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; 2023Q2: restricted; 2023Q3: 30,620 shares; 2023Q4: 73,829 shares; 2024Q1: 76,017 shares; 2024Q2: 67,363 shares; 2024Q3: 1,512 shares; 2024Q4: 2,257 shares; 2025Q1: 3,724 shares 3,724 $719K 0.05% +1,467 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,623 shares; 2023Q4: 3,624 shares; 2024Q1: 3,626 shares; 2024Q2: 3,626 shares; 2024Q3: 3,960 shares; 2024Q4: 3,448 shares; 2025Q1: 3,449 shares 3,449 $714K 0.05% +1 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 51,816 shares; 2024Q1: 54,038 shares; 2024Q2: 55,117 shares; 2024Q3: 54,997 shares; 2024Q4: 55,386 shares; 2025Q1: 55,260 shares 55,260 $709K 0.05% -126 Timeline AVES 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,840 shares; 2024Q1: 5,800 shares; 2024Q2: 8,978 shares; 2024Q3: 9,749 shares; 2024Q4: 14,058 shares; 2025Q1: 14,992 shares 14,992 $707K 0.05% +934 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; 2023Q2: restricted; 2023Q3: 8,427 shares; 2023Q4: 6,925 shares; 2024Q1: 11,031 shares; 2024Q2: 10,625 shares; 2024Q3: 9,923 shares; 2024Q4: 8,349 shares; 2025Q1: 6,745 shares 6,745 $693K 0.05% -1,604 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,981 shares; 2023Q4: 18,001 shares; 2024Q1: 16,772 shares; 2024Q2: 17,176 shares; 2024Q3: 17,210 shares; 2024Q4: 16,705 shares; 2025Q1: 16,788 shares 16,788 $690K 0.05% +83 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; 2023Q2: restricted; 2023Q3: 12,116 shares; 2023Q4: 13,562 shares; 2024Q1: 13,501 shares; 2024Q2: 13,414 shares; 2024Q3: 15,193 shares; 2024Q4: 12,851 shares; 2025Q1: 9,695 shares 9,695 $687K 0.05% -3,156 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,388 shares; 2023Q4: 5,345 shares; 2024Q1: 5,388 shares; 2024Q2: 5,414 shares; 2024Q3: 10,726 shares; 2024Q4: 5,185 shares; 2025Q1: 5,115 shares 5,115 $687K 0.05% -70 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 823 shares; 2023Q4: 908 shares; 2024Q1: 1,015 shares; 2024Q2: 1,063 shares; 2024Q3: 1,097 shares; 2024Q4: 1,495 shares; 2025Q1: 1,554 shares 1,554 $665K 0.05% +59 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,567 shares; 2023Q4: 5,664 shares; 2024Q1: 5,672 shares; 2024Q2: 5,702 shares; 2024Q3: 5,899 shares; 2024Q4: 5,730 shares; 2025Q1: 5,737 shares 5,737 $663K 0.05% +7 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,887 shares; 2024Q2: 6,018 shares; 2024Q3: 5,999 shares; 2024Q4: 5,908 shares; 2025Q1: 5,972 shares 5,972 $655K 0.05% +64 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,935 shares; 2025Q1: 10,506 shares 10,506 $653K 0.05% -1,429 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,101 shares; 2023Q4: 4,607 shares; 2024Q1: 4,618 shares; 2024Q2: 4,683 shares; 2024Q3: 9,620 shares; 2024Q4: 5,822 shares; 2025Q1: 5,323 shares 5,323 $649K 0.05% -499 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; 2023Q2: restricted; 2023Q3: 32,206 shares; 2023Q4: 31,792 shares; 2024Q1: 31,958 shares; 2024Q2: 32,181 shares; 2024Q3: 37,024 shares; 2024Q4: 8,368 shares; 2025Q1: 8,204 shares 8,204 $643K 0.05% -164 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,349 shares; 2024Q3: 36,548 shares; 2024Q4: 19,503 shares; 2025Q1: 12,420 shares 12,420 $639K 0.05% -7,083 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,240 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,805 shares; 2025Q1: 13,369 shares 13,369 $626K 0.04% +3,564 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 12,669 shares; 2024Q1: 12,429 shares; 2024Q2: 11,944 shares; 2024Q3: 11,989 shares; 2024Q4: 13,025 shares; 2025Q1: 12,888 shares 12,888 $618K 0.04% -137 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,211 shares; 2023Q4: 57,720 shares; 2024Q1: 65,681 shares; 2024Q2: 74,792 shares; 2024Q3: 150,472 shares; 2024Q4: 72,406 shares; 2025Q1: 61,577 shares 61,577 $618K 0.04% -10,829 Timeline DYLD 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; 2023Q2: restricted; 2023Q3: 28,325 shares; 2023Q4: 28,160 shares; 2024Q1: 28,097 shares; 2024Q2: 27,206 shares; 2024Q3: 27,170 shares; 2024Q4: 26,606 shares; 2025Q1: 27,424 shares 27,424 $617K 0.04% +818 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,597 shares; 2023Q4: 8,341 shares; 2024Q1: 8,064 shares; 2024Q2: 7,624 shares; 2024Q3: 16,726 shares; 2024Q4: 7,453 shares; 2025Q1: 7,521 shares 7,521 $615K 0.04% +68 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,893 shares; 2023Q4: 8,053 shares; 2024Q1: 8,558 shares; 2024Q2: 9,339 shares; 2024Q3: 10,184 shares; 2024Q4: 8,279 shares; 2025Q1: 7,509 shares 7,509 $613K 0.04% -770 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,370 shares; 2023Q4: 27,766 shares; 2024Q1: 27,801 shares; 2024Q2: 28,066 shares; 2024Q3: 28,324 shares; 2024Q4: 31,092 shares; 2025Q1: 33,476 shares 33,476 $610K 0.04% +2,384 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; 2023Q2: restricted; 2023Q3: 9,959 shares; 2023Q4: 9,475 shares; 2024Q1: 8,797 shares; 2024Q2: 8,604 shares; 2024Q3: 10,496 shares; 2024Q4: 8,573 shares; 2025Q1: 7,669 shares 7,669 $600K 0.04% -904 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; 2023Q2: restricted; 2023Q3: 2,512 shares; 2023Q4: 2,391 shares; 2024Q1: 2,101 shares; 2024Q2: 2,135 shares; 2024Q3: 2,872 shares; 2024Q4: 2,078 shares; 2025Q1: 2,035 shares 2,035 $600K 0.04% -43 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; 2023Q2: restricted; 2023Q3: 11,212 shares; 2023Q4: 18,727 shares; 2024Q1: 18,802 shares; 2024Q2: 17,563 shares; 2024Q3: 48,108 shares; 2024Q4: 25,486 shares; 2025Q1: 26,707 shares 26,707 $600K 0.04% +1,221 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,372 shares; 2023Q4: 1,995 shares; 2024Q1: 2,347 shares; 2024Q2: 2,428 shares; 2024Q3: 5,052 shares; 2024Q4: 3,168 shares; 2025Q1: 3,466 shares 3,466 $593K 0.04% +298 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,818 shares; 2024Q4: 14,938 shares; 2025Q1: 17,650 shares 17,650 $590K 0.04% +2,712 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,803 shares; 2023Q4: 2,045 shares; 2024Q1: 1,973 shares; 2024Q2: 2,016 shares; 2024Q3: 5,752 shares; 2024Q4: 2,713 shares; 2025Q1: 3,116 shares 3,116 $586K 0.04% +403 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,169 shares 7,169 $586K 0.04% new 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,427 shares; 2024Q4: 1,962 shares; 2025Q1: 2,170 shares 2,170 $584K 0.04% +208 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,881 shares; 2023Q4: 6,959 shares; 2024Q1: 7,016 shares; 2024Q2: 7,093 shares; 2024Q3: 7,709 shares; 2024Q4: 8,532 shares; 2025Q1: 8,875 shares 8,875 $574K 0.04% +343 AVSF 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,398 shares; 2024Q3: 6,815 shares; 2024Q4: 8,377 shares; 2025Q1: 12,277 shares 12,277 $574K 0.04% +3,900 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,479 shares; 2023Q4: 10,214 shares; 2024Q1: 11,925 shares; 2024Q2: 11,925 shares; 2024Q3: 26,784 shares; 2024Q4: 11,251 shares; 2025Q1: 11,151 shares 11,151 $571K 0.04% -100 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,878 shares; 2023Q4: 6,857 shares; 2024Q1: 5,278 shares; 2024Q2: 5,711 shares; 2024Q3: 5,664 shares; 2024Q4: 5,540 shares; 2025Q1: 3,886 shares 3,886 $571K 0.04% -1,654 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,526 shares; 2023Q4: 6,387 shares; 2024Q1: 2,073 shares; 2024Q2: 2,069 shares; 2024Q3: 11,808 shares; 2024Q4: 5,821 shares; 2025Q1: 5,398 shares 5,398 $569K 0.04% -423 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,075 shares; 2023Q4: 20,707 shares; 2024Q1: 21,836 shares; 2024Q2: 27,631 shares; 2024Q3: 28,723 shares; 2024Q4: 26,294 shares; 2025Q1: 30,471 shares 30,471 $566K 0.04% +4,177 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; 2023Q2: restricted; 2023Q3: 1,829 shares; 2023Q4: 1,829 shares; 2024Q1: 1,804 shares; 2024Q2: 1,794 shares; 2024Q3: 1,993 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares 1,848 $565K 0.04% 0 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; 2023Q2: restricted; 2023Q3: 1,695 shares; 2023Q4: 946 shares; 2024Q1: 1,061 shares; 2024Q2: 1,094 shares; 2024Q3: 3,543 shares; 2024Q4: 2,568 shares; 2025Q1: 1,589 shares 1,589 $560K 0.04% -979 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,251 shares; 2023Q4: 14,301 shares; 2024Q1: 13,628 shares; 2024Q2: 13,326 shares; 2024Q3: 13,103 shares; 2024Q4: 15,215 shares; 2025Q1: 15,479 shares 15,479 $559K 0.04% +264 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,514 shares; 2024Q4: 6,725 shares; 2025Q1: 8,862 shares 8,862 $556K 0.04% +2,137 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,555 shares; 2023Q4: 1,429 shares; 2024Q1: 1,239 shares; 2024Q2: 1,408 shares; 2024Q3: 1,651 shares; 2024Q4: 1,626 shares; 2025Q1: 1,780 shares 1,780 $555K 0.04% +154 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,633 shares; 2023Q4: 11,548 shares; 2024Q1: 11,252 shares; 2024Q2: 13,373 shares; 2024Q3: 43,552 shares; 2024Q4: 32,568 shares; 2025Q1: 22,629 shares 22,629 $554K 0.04% -9,939 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 7,217 shares; 2024Q1: 5,279 shares; 2024Q2: 6,033 shares; 2024Q3: 15,356 shares; 2024Q4: 13,082 shares; 2025Q1: 7,783 shares 7,783 $553K 0.04% -5,299 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,824 shares; 2023Q4: 8,766 shares; 2024Q1: 8,455 shares; 2024Q2: 8,928 shares; 2024Q3: 8,036 shares; 2024Q4: 7,265 shares; 2025Q1: 7,352 shares 7,352 $549K 0.04% +87 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,809 shares; 2024Q2: 16,588 shares; 2024Q3: 16,588 shares; 2024Q4: 16,588 shares; 2025Q1: 21,837 shares 21,837 $545K 0.04% +5,249 Timeline TAXF 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; 2023Q2: restricted; 2023Q3: 19,529 shares; 2023Q4: 21,136 shares; 2024Q1: 26,594 shares; 2024Q2: 26,682 shares; 2024Q3: 19,956 shares; 2024Q4: 17,734 shares; 2025Q1: 10,977 shares 10,977 $543K 0.04% -6,757 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,184 shares; 2023Q4: 4,030 shares; 2024Q1: 3,727 shares; 2024Q2: 3,728 shares; 2024Q3: 3,865 shares; 2024Q4: 3,831 shares; 2025Q1: 3,719 shares 3,719 $542K 0.04% -112 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; 2023Q2: restricted; 2023Q3: 2,881 shares; 2023Q4: 2,661 shares; 2024Q1: 2,548 shares; 2024Q2: 2,531 shares; 2024Q3: 2,528 shares; 2024Q4: 2,416 shares; 2025Q1: 2,435 shares 2,435 $541K 0.04% +19 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,801 shares; 2024Q3: 2,038 shares; 2024Q4: 2,041 shares; 2025Q1: 2,607 shares 2,607 $536K 0.04% +566 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,194 shares; 2025Q1: 2,172 shares 2,172 $530K 0.04% -22 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; 2023Q2: restricted; 2023Q3: 4,104 shares; 2023Q4: 3,675 shares; 2024Q1: 4,003 shares; 2024Q2: 4,445 shares; 2024Q3: 11,616 shares; 2024Q4: 4,868 shares; 2025Q1: 4,729 shares 4,729 $530K 0.04% -139 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,322 shares; 2023Q4: 14,325 shares; 2024Q1: 14,048 shares; 2024Q2: 14,572 shares; 2024Q3: 29,182 shares; 2024Q4: 14,703 shares; 2025Q1: 15,667 shares 15,667 $529K 0.04% +964 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; 2023Q2: restricted; 2023Q3: 2,405 shares; 2023Q4: 2,174 shares; 2024Q1: 2,551 shares; 2024Q2: 3,020 shares; 2024Q3: 3,786 shares; 2024Q4: 3,197 shares; 2025Q1: 3,189 shares 3,189 $529K 0.04% -8 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,581 shares; 2023Q4: 1,552 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares; 2024Q3: 1,444 shares; 2024Q4: 2,033 shares; 2025Q1: 2,015 shares 2,015 $518K 0.04% -18 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,379 shares 23,379 $516K 0.04% new 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,365 shares 8,365 $515K 0.04% new 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; 2023Q2: restricted; 2023Q3: 1,658 shares; 2023Q4: 1,636 shares; 2024Q1: 1,310 shares; 2024Q2: 1,026 shares; 2024Q3: 1,545 shares; 2024Q4: 928 shares; 2025Q1: 983 shares 983 $515K 0.04% +55 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares 180,000 $515K 0.04% new 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; 2023Q2: restricted; 2023Q3: 4,576 shares; 2023Q4: 4,581 shares; 2024Q1: 4,559 shares; 2024Q2: 4,559 shares; 2024Q3: 3,683 shares; 2024Q4: 18,969 shares; 2025Q1: 20,350 shares 20,350 $510K 0.04% +1,381 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,455 shares; 2023Q4: 1,657 shares; 2024Q1: 1,551 shares; 2024Q2: 777 shares; 2024Q3: 1,064 shares; 2024Q4: 756 shares; 2025Q1: 756 shares 756 $509K 0.04% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,509 shares; 2023Q4: 6,519 shares; 2024Q1: 6,523 shares; 2024Q2: 6,526 shares; 2024Q3: 13,060 shares; 2024Q4: 6,534 shares; 2025Q1: 6,538 shares 6,538 $505K 0.04% +4 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,791 shares; 2024Q3: 3,114 shares; 2024Q4: 1,561 shares; 2025Q1: 1,638 shares 1,638 $500K 0.04% +77 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,963 shares; 2023Q4: 7,987 shares; 2024Q1: 10,135 shares; 2024Q2: 12,287 shares; 2024Q3: 9,448 shares; 2024Q4: 9,972 shares; 2025Q1: 9,599 shares 9,599 $499K 0.04% -373 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 524 shares 524 $496K 0.03% -37 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,601 shares; 2023Q4: 3,223 shares; 2024Q1: 3,183 shares; 2024Q2: 3,156 shares; 2024Q3: 4,142 shares; 2024Q4: 3,169 shares; 2025Q1: 3,190 shares 3,190 $492K 0.03% +21 Timeline DJD 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; 2023Q2: restricted; 2023Q3: 7,964 shares; 2023Q4: 8,408 shares; 2024Q1: 8,426 shares; 2024Q2: 8,163 shares; 2024Q3: 13,832 shares; 2024Q4: 9,317 shares; 2025Q1: 9,285 shares 9,285 $491K 0.03% -32 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; 2023Q2: restricted; 2023Q3: 22,379 shares; 2023Q4: 26,489 shares; 2024Q1: 53,717 shares; 2024Q2: 59,585 shares; 2024Q3: 30,831 shares; 2024Q4: 27,861 shares; 2025Q1: 27,780 shares 27,780 $489K 0.03% -81 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,990 shares; 2023Q4: 2,679 shares; 2024Q1: 2,723 shares; 2024Q2: 2,457 shares; 2024Q3: 3,190 shares; 2024Q4: 3,225 shares; 2025Q1: 3,168 shares 3,168 $487K 0.03% -57 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,059 shares; 2023Q4: 1,059 shares; 2024Q1: 1,059 shares; 2024Q2: 1,059 shares; 2024Q3: 1,240 shares; 2024Q4: 1,109 shares; 2025Q1: 1,107 shares 1,107 $485K 0.03% -2 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 97,191 shares; 2023Q4: 82,844 shares; 2024Q1: 72,417 shares; 2024Q2: 73,101 shares; 2024Q3: 130,630 shares; 2024Q4: 63,699 shares; 2025Q1: 67,872 shares 67,872 $478K 0.03% +4,173 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; 2023Q2: restricted; 2023Q3: 18,792 shares; 2023Q4: 17,395 shares; 2024Q1: 17,109 shares; 2024Q2: 13,085 shares; 2024Q3: 15,913 shares; 2024Q4: 13,648 shares; 2025Q1: 13,946 shares 13,946 $476K 0.03% +298 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,844 shares; 2024Q1: 6,646 shares; 2024Q2: 6,961 shares; 2024Q3: 19,456 shares; 2024Q4: 5,765 shares; 2025Q1: 5,720 shares 5,720 $473K 0.03% -45 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; 2023Q2: restricted; 2023Q3: 20,097 shares; 2023Q4: 18,984 shares; 2024Q1: 18,506 shares; 2024Q2: 16,355 shares; 2024Q3: 17,279 shares; 2024Q4: 14,965 shares; 2025Q1: 16,559 shares 16,559 $472K 0.03% +1,594 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; 2023Q2: restricted; 2023Q3: 1,038 shares; 2023Q4: 916 shares; 2024Q1: 927 shares; 2024Q2: 831 shares; 2024Q3: 2,064 shares; 2024Q4: 843 shares; 2025Q1: 864 shares 864 $472K 0.03% +21 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,629 shares; 2023Q4: 10,063 shares; 2024Q1: 10,244 shares; 2024Q2: 10,616 shares; 2024Q3: 12,759 shares; 2024Q4: 12,018 shares; 2025Q1: 11,279 shares 11,279 $464K 0.03% -739 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,007 shares; 2023Q4: 8,173 shares; 2024Q1: 7,961 shares; 2024Q2: 8,352 shares; 2024Q3: 8,722 shares; 2024Q4: 8,007 shares; 2025Q1: 7,987 shares 7,987 $464K 0.03% -20 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,051 shares; 2024Q3: 4,090 shares; 2024Q4: 3,526 shares; 2025Q1: 4,334 shares 4,334 $463K 0.03% +808 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; 2023Q2: restricted; 2023Q3: 1,965 shares; 2023Q4: 1,971 shares; 2024Q1: 2,004 shares; 2024Q2: 2,080 shares; 2024Q3: 2,534 shares; 2024Q4: 1,951 shares; 2025Q1: 1,946 shares 1,946 $461K 0.03% -5 Timeline TWO RDS SHARED TR 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; 2023Q2: restricted; 2023Q3: 17,266 shares; 2023Q4: 17,282 shares; 2024Q1: 17,283 shares; 2024Q2: 16,770 shares; 2024Q3: 16,770 shares; 2024Q4: 16,191 shares; 2025Q1: 14,688 shares 14,688 $459K 0.03% -1,503 UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,376 shares; 2023Q4: 19,384 shares; 2024Q1: 17,036 shares; 2024Q2: 16,460 shares; 2024Q3: 34,212 shares; 2024Q4: 17,550 shares; 2025Q1: 17,792 shares 17,792 $455K 0.03% +242 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,159 shares; 2023Q4: 2,370 shares; 2024Q1: 1,853 shares; 2024Q2: 1,853 shares; 2024Q3: 4,258 shares; 2024Q4: 1,859 shares; 2025Q1: 1,783 shares 1,783 $442K 0.03% -76 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; 2023Q2: restricted; 2023Q3: 15,632 shares; 2023Q4: 15,023 shares; 2024Q1: 14,829 shares; 2024Q2: 14,561 shares; 2024Q3: 33,902 shares; 2024Q4: 12,667 shares; 2025Q1: 11,974 shares 11,974 $442K 0.03% -693 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,580 shares; 2023Q4: 4,464 shares; 2024Q1: 4,436 shares; 2024Q2: 2,659 shares; 2024Q3: 6,160 shares; 2024Q4: 2,234 shares; 2025Q1: 4,629 shares 4,629 $441K 0.03% +2,395 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,252 shares; 2023Q4: 1,466 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,456 shares; 2024Q4: 2,552 shares; 2025Q1: 2,499 shares 2,499 $439K 0.03% -53 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; 2023Q2: restricted; 2023Q3: 87,678 shares; 2023Q4: 7,586 shares; 2024Q1: 5,824 shares; 2024Q2: 5,305 shares; 2024Q3: 5,101 shares; 2024Q4: 5,613 shares; 2025Q1: 5,945 shares 5,945 $437K 0.03% +332 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; 2023Q2: restricted; 2023Q3: 9,314 shares; 2023Q4: 9,383 shares; 2024Q1: 2,607 shares; 2024Q2: 2,447 shares; 2024Q3: 5,926 shares; 2024Q4: 2,549 shares; 2025Q1: 2,048 shares 2,048 $434K 0.03% -501 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,563 shares; 2023Q4: 3,995 shares; 2024Q1: 4,230 shares; 2024Q2: 4,233 shares; 2024Q3: 4,391 shares; 2024Q4: 5,097 shares; 2025Q1: 4,116 shares 4,116 $430K 0.03% -981 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,763 shares; 2023Q4: 4,786 shares; 2024Q1: 4,795 shares; 2024Q2: 4,795 shares; 2024Q3: 4,826 shares; 2024Q4: 5,283 shares; 2025Q1: 5,309 shares 5,309 $428K 0.03% +26 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,182 shares; 2023Q4: 16,031 shares; 2024Q1: 24,034 shares; 2024Q2: 24,042 shares; 2024Q3: 48,722 shares; 2024Q4: 24,677 shares; 2025Q1: 22,524 shares 22,524 $424K 0.03% -2,153 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,259 shares; 2023Q4: 9,359 shares; 2024Q1: 9,510 shares; 2024Q2: 9,510 shares; 2024Q3: 11,314 shares; 2024Q4: 9,384 shares; 2025Q1: 9,196 shares 9,196 $421K 0.03% -188 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,888 shares; 2024Q3: 1,891 shares; 2024Q4: 1,890 shares; 2025Q1: 1,880 shares 1,880 $421K 0.03% -10 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45,772 shares; 2024Q4: 23,055 shares; 2025Q1: 22,905 shares 22,905 $414K 0.03% -150 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,681 shares; 2023Q4: 2,729 shares; 2024Q1: 2,657 shares; 2024Q2: 2,668 shares; 2024Q3: 5,326 shares; 2024Q4: 2,659 shares; 2025Q1: 2,704 shares 2,704 $414K 0.03% +45 Timeline OMFL 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; 2023Q2: restricted; 2023Q3: 43,899 shares; 2023Q4: 46,856 shares; 2024Q1: 23,809 shares; 2024Q2: 9,628 shares; 2024Q3: 11,398 shares; 2024Q4: 8,302 shares; 2025Q1: 7,650 shares 7,650 $408K 0.03% -652 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,265 shares; 2023Q4: 2,421 shares; 2024Q1: 2,252 shares; 2024Q2: 2,252 shares; 2024Q3: 4,428 shares; 2024Q4: 2,005 shares; 2025Q1: 2,006 shares 2,006 $405K 0.03% +1 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,775 shares; 2023Q4: 8,192 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,505 shares 8,505 $405K 0.03% new 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; 2023Q2: restricted; 2023Q3: 2,445 shares; 2023Q4: 2,293 shares; 2024Q1: 2,303 shares; 2024Q2: 2,326 shares; 2024Q3: 2,775 shares; 2024Q4: 2,049 shares; 2025Q1: 2,001 shares 2,001 $404K 0.03% -48 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,153 shares; 2024Q2: 1,196 shares; 2024Q3: 1,161 shares; 2024Q4: 1,196 shares; 2025Q1: 1,178 shares 1,178 $397K 0.03% -18 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; 2023Q2: restricted; 2023Q3: 2,678 shares; 2023Q4: 2,680 shares; 2024Q1: 2,134 shares; 2024Q2: 1,979 shares; 2024Q3: 2,140 shares; 2024Q4: 1,980 shares; 2025Q1: 2,687 shares 2,687 $390K 0.03% +707 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,640 shares; 2024Q4: 15,724 shares; 2025Q1: 17,531 shares 17,531 $387K 0.03% +1,807 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,541 shares 7,541 $383K 0.03% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,531 shares; 2023Q4: 15,264 shares; 2024Q1: 18,764 shares; 2024Q2: 22,133 shares; 2024Q3: 44,996 shares; 2024Q4: 21,205 shares; 2025Q1: 19,575 shares 19,575 $382K 0.03% -1,630 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,585 shares; 2023Q4: 6,240 shares; 2024Q1: 5,687 shares; 2024Q2: 5,365 shares; 2024Q3: 6,151 shares; 2024Q4: 5,688 shares; 2025Q1: 5,859 shares 5,859 $382K 0.03% +171 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,768 shares 9,768 $382K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,970 shares; 2023Q4: 6,605 shares; 2024Q1: 6,616 shares; 2024Q2: 6,375 shares; 2024Q3: 6,178 shares; 2024Q4: 5,022 shares; 2025Q1: 4,691 shares 4,691 $377K 0.03% -331 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,076 shares; 2023Q4: 5,076 shares; 2024Q1: 5,076 shares; 2024Q2: 5,076 shares; 2024Q3: 10,152 shares; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares 5,076 $376K 0.03% 0 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; 2023Q2: restricted; 2023Q3: 2,768 shares; 2023Q4: 2,768 shares; 2024Q1: 2,770 shares; 2024Q2: 2,851 shares; 2024Q3: 5,702 shares; 2024Q4: 2,853 shares; 2025Q1: 2,854 shares 2,854 $375K 0.03% +1 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; 2023Q2: restricted; 2023Q3: 36,455 shares; 2023Q4: 34,502 shares; 2024Q1: 37,701 shares; 2024Q2: 36,910 shares; 2024Q3: 70,590 shares; 2024Q4: 31,943 shares; 2025Q1: 33,374 shares 33,374 $374K 0.03% +1,431 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 82,200 shares; 2024Q1: 86,300 shares; 2024Q2: 95,800 shares; 2024Q3: 82,875 shares; 2024Q4: 53,354 shares; 2025Q1: 45,754 shares 45,754 $372K 0.03% -7,600 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 164 shares; 2024Q2: 159 shares; 2024Q3: 231 shares; 2024Q4: 190 shares; 2025Q1: 190 shares 190 $371K 0.03% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,194 shares; 2023Q4: 37,676 shares; 2024Q1: 38,275 shares; 2024Q2: 38,640 shares; 2024Q3: 40,775 shares; 2024Q4: 41,961 shares; 2025Q1: 42,251 shares 42,251 $371K 0.03% +290 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,624 shares; 2023Q4: 5,608 shares; 2024Q1: 5,681 shares; 2024Q2: 5,849 shares; 2024Q3: 5,750 shares; 2024Q4: 4,917 shares; 2025Q1: 4,937 shares 4,937 $370K 0.03% +20 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,935 shares; 2023Q4: 16,375 shares; 2024Q1: 15,966 shares; 2024Q2: 16,348 shares; 2024Q3: 33,480 shares; 2024Q4: 17,151 shares; 2025Q1: 17,601 shares 17,601 $369K 0.03% +450 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 480 shares; 2023Q4: 436 shares; 2024Q1: 429 shares; 2024Q2: 563 shares; 2024Q3: 880 shares; 2024Q4: 805 shares; 2025Q1: 958 shares 958 $367K 0.03% +153 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,573 shares; 2023Q4: 5,596 shares; 2024Q1: 5,614 shares; 2024Q2: 5,614 shares; 2024Q3: 5,665 shares; 2024Q4: 17,008 shares; 2025Q1: 17,060 shares 17,060 $367K 0.03% +52 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,278 shares; 2023Q4: 20,500 shares; 2024Q1: 20,611 shares; 2024Q2: 21,220 shares; 2024Q3: 19,273 shares; 2024Q4: 15,887 shares; 2025Q1: 13,614 shares 13,614 $359K 0.03% -2,273 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; 2023Q2: restricted; 2023Q3: 91 shares; 2023Q4: 93 shares; 2024Q1: 72 shares; 2024Q2: 78 shares; 2024Q3: 85 shares; 2024Q4: 82 shares; 2025Q1: 77 shares 77 $355K 0.03% -5 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,014 shares; 2024Q4: 6,577 shares; 2025Q1: 5,345 shares 5,345 $355K 0.02% -1,232 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,665 shares; 2024Q2: not reported; 2024Q3: 2,628 shares; 2024Q4: 13,159 shares; 2025Q1: 13,291 shares 13,291 $353K 0.02% +132 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,092 shares; 2023Q4: 2,677 shares; 2024Q1: 3,611 shares; 2024Q2: 3,594 shares; 2024Q3: 3,870 shares; 2024Q4: 2,909 shares; 2025Q1: 3,925 shares 3,925 $353K 0.02% +1,016 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; 2023Q2: restricted; 2023Q3: 1,974 shares; 2023Q4: 1,955 shares; 2024Q1: 1,010 shares; 2024Q2: 973 shares; 2024Q3: 2,853 shares; 2024Q4: 1,595 shares; 2025Q1: 1,588 shares 1,588 $352K 0.02% -7 Timeline AVRE 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 6,891 shares; 2024Q1: 6,835 shares; 2024Q2: 7,871 shares; 2024Q3: 8,134 shares; 2024Q4: 7,923 shares; 2025Q1: 8,145 shares 8,145 $350K 0.02% +222 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,884 shares; 2024Q1: 2,946 shares; 2024Q2: 2,832 shares; 2024Q3: 5,676 shares; 2024Q4: 3,748 shares; 2025Q1: 4,079 shares 4,079 $347K 0.02% +331 Timeline TWO RDS SHARED TR 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; 2023Q2: restricted; 2023Q3: 12,585 shares; 2023Q4: 12,597 shares; 2024Q1: 12,597 shares; 2024Q2: 12,303 shares; 2024Q3: 11,996 shares; 2024Q4: 12,003 shares; 2025Q1: 11,036 shares 11,036 $335K 0.02% -967 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; 2023Q2: restricted; 2023Q3: 18,780 shares; 2023Q4: 18,224 shares; 2024Q1: 8,533 shares; 2024Q2: 8,690 shares; 2024Q3: 12,419 shares; 2024Q4: 6,587 shares; 2025Q1: 6,554 shares 6,554 $333K 0.02% -33 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; 2023Q2: restricted; 2023Q3: 1,986 shares; 2023Q4: 1,870 shares; 2024Q1: 1,838 shares; 2024Q2: 1,909 shares; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,322 shares 1,322 $333K 0.02% -587 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,124 shares; 2023Q4: 8,021 shares; 2024Q1: 7,698 shares; 2024Q2: 7,427 shares; 2024Q3: 7,302 shares; 2024Q4: 7,259 shares; 2025Q1: 7,459 shares 7,459 $331K 0.02% +200 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,975 shares; 2023Q4: 4,171 shares; 2024Q1: 3,767 shares; 2024Q2: 3,905 shares; 2024Q3: 4,368 shares; 2024Q4: 3,735 shares; 2025Q1: 4,500 shares 4,500 $330K 0.02% +765 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,686 shares; 2023Q4: 7,904 shares; 2024Q1: 7,859 shares; 2024Q2: 7,821 shares; 2024Q3: 14,444 shares; 2024Q4: 5,653 shares; 2025Q1: 5,428 shares 5,428 $327K 0.02% -225 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,406 shares; 2023Q4: 1,407 shares; 2024Q1: 1,044 shares; 2024Q2: 1,044 shares; 2024Q3: 1,068 shares; 2024Q4: 964 shares; 2025Q1: 1,000 shares 1,000 $326K 0.02% +36 Timeline PBTP 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; 2023Q2: restricted; 2023Q3: 64,964 shares; 2023Q4: 25,241 shares; 2024Q1: 21,998 shares; 2024Q2: 19,271 shares; 2024Q3: 28,190 shares; 2024Q4: 14,074 shares; 2025Q1: 12,468 shares 12,468 $324K 0.02% -1,606 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 913 shares; 2025Q1: 988 shares 988 $323K 0.02% +75 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,871 shares; 2023Q4: 6,931 shares; 2024Q1: 7,103 shares; 2024Q2: 7,257 shares; 2024Q3: 7,330 shares; 2024Q4: 6,924 shares; 2025Q1: 6,939 shares 6,939 $320K 0.02% +15 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,545 shares; 2023Q4: 9,190 shares; 2024Q1: 7,905 shares; 2024Q2: 8,166 shares; 2024Q3: 8,008 shares; 2024Q4: 9,031 shares; 2025Q1: 6,465 shares 6,465 $319K 0.02% -2,566 Timeline EFAX 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; 2023Q2: restricted; 2023Q3: 7,626 shares; 2023Q4: 7,542 shares; 2024Q1: 7,718 shares; 2024Q2: 7,721 shares; 2024Q3: 7,677 shares; 2024Q4: 7,698 shares; 2025Q1: 7,380 shares 7,380 $317K 0.02% -318 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,610 shares; 2023Q4: 2,380 shares; 2024Q1: 2,380 shares; 2024Q2: 2,069 shares; 2024Q3: 1,953 shares; 2024Q4: 1,908 shares; 2025Q1: 1,902 shares 1,902 $316K 0.02% -6 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,558 shares; 2023Q4: 4,724 shares; 2024Q1: 4,312 shares; 2024Q2: 4,427 shares; 2024Q3: 6,373 shares; 2024Q4: 4,447 shares; 2025Q1: 4,641 shares 4,641 $315K 0.02% +194 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,176 shares; 2023Q4: 1,176 shares; 2024Q1: 1,177 shares; 2024Q2: 1,344 shares; 2024Q3: 1,137 shares; 2024Q4: 1,044 shares; 2025Q1: 1,001 shares 1,001 $314K 0.02% -43 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,350 shares; 2024Q2: 3,163 shares; 2024Q3: 2,760 shares; 2024Q4: 3,631 shares; 2025Q1: 2,668 shares 2,668 $313K 0.02% -963 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 5,978 shares 5,978 $313K 0.02% +2,123 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,213 shares; 2023Q4: 13,245 shares; 2024Q1: 13,283 shares; 2024Q2: 13,321 shares; 2024Q3: 13,153 shares; 2024Q4: 13,178 shares; 2025Q1: 8,201 shares 8,201 $312K 0.02% -4,977 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,050 shares; 2024Q2: 4,340 shares; 2024Q3: 4,536 shares; 2024Q4: 4,208 shares; 2025Q1: 5,218 shares 5,218 $311K 0.02% +1,010 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; 2023Q2: restricted; 2023Q3: 601 shares; 2023Q4: 541 shares; 2024Q1: 541 shares; 2024Q2: 562 shares; 2024Q3: 625 shares; 2024Q4: 619 shares; 2025Q1: 710 shares 710 $309K 0.02% +91 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,104 shares 10,104 $308K 0.02% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,213 shares 6,213 $308K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,157 shares; 2023Q4: 13,989 shares; 2024Q1: 14,094 shares; 2024Q2: 18,320 shares; 2024Q3: 32,554 shares; 2024Q4: 16,432 shares; 2025Q1: 13,490 shares 13,490 $306K 0.02% -2,942 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,098 shares; 2024Q4: 1,467 shares; 2025Q1: 1,468 shares 1,468 $302K 0.02% +1 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,871 shares; 2024Q3: 17,850 shares; 2024Q4: 9,011 shares; 2025Q1: 10,904 shares 10,904 $299K 0.02% +1,893 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,173 shares; 2023Q4: 3,116 shares; 2024Q1: 3,172 shares; 2024Q2: 3,309 shares; 2024Q3: 3,639 shares; 2024Q4: 3,318 shares; 2025Q1: 2,422 shares 2,422 $299K 0.02% -896 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,213 shares; 2023Q4: not reported; 2024Q1: 3,975 shares; 2024Q2: 4,374 shares; 2024Q3: 5,071 shares; 2024Q4: 4,550 shares; 2025Q1: 4,724 shares 4,724 $297K 0.02% +174 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares 14,300 $295K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,672 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,409 shares; 2024Q4: 4,234 shares; 2025Q1: 4,781 shares 4,781 $290K 0.02% +547 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,391 shares; 2023Q4: 8,797 shares; 2024Q1: 7,282 shares; 2024Q2: 5,943 shares; 2024Q3: 11,898 shares; 2024Q4: 6,139 shares; 2025Q1: 6,329 shares 6,329 $290K 0.02% +190 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,280 shares 10,280 $288K 0.02% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,459 shares; 2023Q4: 10,111 shares; 2024Q1: 8,015 shares; 2024Q2: 7,416 shares; 2024Q3: 15,680 shares; 2024Q4: 7,559 shares; 2025Q1: 7,567 shares 7,567 $285K 0.02% +8 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,326 shares; 2023Q4: 7,615 shares; 2024Q1: 7,929 shares; 2024Q2: 9,493 shares; 2024Q3: 9,216 shares; 2024Q4: 9,715 shares; 2025Q1: 9,377 shares 9,377 $285K 0.02% -338 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,912 shares; 2024Q1: 4,181 shares; 2024Q2: 3,969 shares; 2024Q3: 3,969 shares; 2024Q4: 3,651 shares; 2025Q1: 3,577 shares 3,577 $284K 0.02% -74 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; 2023Q2: restricted; 2023Q3: 3,148 shares; 2023Q4: 3,111 shares; 2024Q1: 3,229 shares; 2024Q2: 3,529 shares; 2024Q3: 2,952 shares; 2024Q4: 2,855 shares; 2025Q1: 2,581 shares 2,581 $282K 0.02% -274 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,833 shares; 2023Q4: 4,742 shares; 2024Q1: 4,750 shares; 2024Q2: 4,745 shares; 2024Q3: 11,044 shares; 2024Q4: 4,876 shares; 2025Q1: 4,712 shares 4,712 $282K 0.02% -164 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,275 shares; 2024Q3: 5,042 shares; 2024Q4: 5,040 shares; 2025Q1: 5,566 shares 5,566 $280K 0.02% +526 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,147 shares; 2024Q2: 4,144 shares; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 5,189 shares 5,189 $278K 0.02% +1,096 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,130 shares; 2023Q4: 1,130 shares; 2024Q1: 944 shares; 2024Q2: 947 shares; 2024Q3: 1,145 shares; 2024Q4: 1,006 shares; 2025Q1: 1,209 shares 1,209 $277K 0.02% +203 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,741 shares; 2023Q4: 16,011 shares; 2024Q1: 16,262 shares; 2024Q2: 17,050 shares; 2024Q3: 34,560 shares; 2024Q4: 17,517 shares; 2025Q1: 21,828 shares 21,828 $274K 0.02% +4,311 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,877 shares; 2023Q4: 1,878 shares; 2024Q1: 1,672 shares; 2024Q2: 1,679 shares; 2024Q3: 3,050 shares; 2024Q4: 1,097 shares; 2025Q1: 986 shares 986 $274K 0.02% -111 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,069 shares; 2024Q2: not reported; 2024Q3: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares 3,069 $274K 0.02% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,316 shares; 2023Q4: 32,788 shares; 2024Q1: 37,714 shares; 2024Q2: 41,689 shares; 2024Q3: 46,213 shares; 2024Q4: 46,213 shares; 2025Q1: 37,183 shares 37,183 $273K 0.02% -9,030 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,420 shares; 2024Q4: not reported; 2025Q1: 18,677 shares 18,677 $270K 0.02% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,986 shares; 2024Q3: 15,678 shares; 2024Q4: 6,734 shares; 2025Q1: 5,035 shares 5,035 $268K 0.02% -1,699 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,920 shares; 2023Q4: 3,861 shares; 2024Q1: 3,723 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,713 shares; 2025Q1: 2,613 shares 2,613 $267K 0.02% -100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,374 shares; 2023Q4: 2,348 shares; 2024Q1: 2,368 shares; 2024Q2: 2,390 shares; 2024Q3: 2,383 shares; 2024Q4: 2,340 shares; 2025Q1: 2,380 shares 2,380 $265K 0.02% +40 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,953 shares; 2024Q3: 5,182 shares; 2024Q4: not reported; 2025Q1: 5,485 shares 5,485 $265K 0.02% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,412 shares; 2024Q1: 3,429 shares; 2024Q2: 3,459 shares; 2024Q3: 6,932 shares; 2024Q4: 3,476 shares; 2025Q1: 3,490 shares 3,490 $264K 0.02% +14 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,720 shares; 2023Q4: 35,720 shares; 2024Q1: 35,720 shares; 2024Q2: 33,720 shares; 2024Q3: 55,800 shares; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares 27,900 $264K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,436 shares 2,436 $264K 0.02% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,806 shares; 2023Q4: 2,807 shares; 2024Q1: 2,810 shares; 2024Q2: 2,811 shares; 2024Q3: 5,624 shares; 2024Q4: 2,814 shares; 2025Q1: 2,816 shares 2,816 $260K 0.02% +2 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; 2023Q2: restricted; 2023Q3: 2,315 shares; 2023Q4: 2,609 shares; 2024Q1: 1,565 shares; 2024Q2: 1,585 shares; 2024Q3: 1,375 shares; 2024Q4: 1,231 shares; 2025Q1: 1,389 shares 1,389 $259K 0.02% +158 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,086 shares; 2023Q4: 5,952 shares; 2024Q1: 6,515 shares; 2024Q2: 6,836 shares; 2024Q3: 5,757 shares; 2024Q4: 6,389 shares; 2025Q1: 5,120 shares 5,120 $254K 0.02% -1,269 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,489 shares; 2023Q4: 1,338 shares; 2024Q1: 1,396 shares; 2024Q2: 1,443 shares; 2024Q3: 2,940 shares; 2024Q4: 1,457 shares; 2025Q1: 1,331 shares 1,331 $254K 0.02% -126 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,634 shares; 2024Q4: 2,023 shares; 2025Q1: 2,219 shares 2,219 $252K 0.02% +196 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,337 shares; 2023Q4: 2,337 shares; 2024Q1: 2,338 shares; 2024Q2: 2,318 shares; 2024Q3: 2,461 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares 2,307 $252K 0.02% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 29,739 shares; 2023Q4: 25,728 shares; 2024Q1: 26,045 shares; 2024Q2: 21,762 shares; 2024Q3: 22,802 shares; 2024Q4: 22,399 shares; 2025Q1: 22,499 shares 22,499 $252K 0.02% +100 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,409 shares 1,409 $252K 0.02% +200 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,431 shares; 2024Q4: 7,791 shares; 2025Q1: 6,818 shares 6,818 $251K 0.02% -973 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,406 shares; 2023Q4: 6,413 shares; 2024Q1: 6,439 shares; 2024Q2: 6,444 shares; 2024Q3: 6,564 shares; 2024Q4: 6,456 shares; 2025Q1: 6,462 shares 6,462 $250K 0.02% +6 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,075 shares; 2024Q3: 1,207 shares; 2024Q4: 1,122 shares; 2025Q1: 1,032 shares 1,032 $250K 0.02% -90 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; 2023Q2: restricted; 2023Q3: 4,331 shares; 2023Q4: 3,981 shares; 2024Q1: 3,232 shares; 2024Q2: 3,113 shares; 2024Q3: 6,100 shares; 2024Q4: 2,763 shares; 2025Q1: 1,813 shares 1,813 $250K 0.02% -950 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,928 shares; 2023Q4: 6,944 shares; 2024Q1: 6,941 shares; 2024Q2: 7,622 shares; 2024Q3: 14,486 shares; 2024Q4: not reported; 2025Q1: 6,446 shares 6,446 $250K 0.02% new Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,250 shares; 2023Q4: 6,250 shares; 2024Q1: 6,448 shares; 2024Q2: 6,211 shares; 2024Q3: 6,217 shares; 2024Q4: not reported; 2025Q1: 5,877 shares 5,877 $248K 0.02% new CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares 2,934 $248K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,956 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,690 shares; 2025Q1: 3,862 shares 3,862 $246K 0.02% +172 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,991 shares; 2024Q2: 5,181 shares; 2024Q3: 10,572 shares; 2024Q4: 3,711 shares; 2025Q1: 3,771 shares 3,771 $246K 0.02% +60 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,131 shares; 2025Q1: 10,475 shares 10,475 $245K 0.02% +1,344 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; 2023Q2: restricted; 2023Q3: 7,880 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,938 shares; 2024Q4: not reported; 2025Q1: 4,869 shares 4,869 $245K 0.02% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,399 shares; 2023Q4: 4,733 shares; 2024Q1: 4,410 shares; 2024Q2: 4,470 shares; 2024Q3: 4,445 shares; 2024Q4: not reported; 2025Q1: 4,401 shares 4,401 $244K 0.02% new 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,776 shares; 2024Q4: 4,164 shares; 2025Q1: 4,139 shares 4,139 $244K 0.02% -25 Timeline MISL 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,701 shares; 2025Q1: 8,034 shares 8,034 $243K 0.02% +333 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,747 shares; 2025Q1: 1,696 shares 1,696 $243K 0.02% -51 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,980 shares; 2024Q1: 8,430 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,145 shares; 2025Q1: 7,345 shares 7,345 $243K 0.02% +200 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,606 shares; 2023Q4: 7,856 shares; 2024Q1: 6,453 shares; 2024Q2: 6,312 shares; 2024Q3: 6,278 shares; 2024Q4: 5,905 shares; 2025Q1: 5,919 shares 5,919 $243K 0.02% +14 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,610 shares; 2023Q4: 1,594 shares; 2024Q1: 1,594 shares; 2024Q2: 1,601 shares; 2024Q3: 1,583 shares; 2024Q4: 1,625 shares; 2025Q1: 1,614 shares 1,614 $242K 0.02% -11 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,157 shares; 2025Q1: 7,035 shares 7,035 $241K 0.02% -3,122 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,340 shares; 2024Q2: 10,938 shares; 2024Q3: 2,493 shares; 2024Q4: 2,538 shares; 2025Q1: 2,539 shares 2,539 $238K 0.02% +1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 804 shares; 2024Q2: 804 shares; 2024Q3: 888 shares; 2024Q4: 4,371 shares; 2025Q1: 4,298 shares 4,298 $237K 0.02% -73 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; 2023Q2: restricted; 2023Q3: 2,436 shares; 2023Q4: 2,444 shares; 2024Q1: 2,445 shares; 2024Q2: 2,445 shares; 2024Q3: 2,445 shares; 2024Q4: 2,453 shares; 2025Q1: 2,453 shares 2,453 $237K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,451 shares; 2023Q4: 5,190 shares; 2024Q1: 4,028 shares; 2024Q2: 4,046 shares; 2024Q3: 8,080 shares; 2024Q4: 4,113 shares; 2025Q1: 3,997 shares 3,997 $236K 0.02% -116 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,296 shares; 2024Q3: 11,238 shares; 2024Q4: 5,747 shares; 2025Q1: 5,803 shares 5,803 $235K 0.02% +56 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 972 shares; 2024Q2: not reported; 2024Q3: 1,675 shares; 2024Q4: 935 shares; 2025Q1: 885 shares 885 $234K 0.02% -50 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,985 shares; 2024Q2: 1,986 shares; 2024Q3: 2,140 shares; 2024Q4: 2,069 shares; 2025Q1: 2,070 shares 2,070 $233K 0.02% +1 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; 2023Q2: restricted; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 451 shares; 2024Q2: 458 shares; 2024Q3: 621 shares; 2024Q4: 458 shares; 2025Q1: 468 shares 468 $233K 0.02% +10 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,512 shares; 2024Q2: 2,513 shares; 2024Q3: 5,076 shares; 2024Q4: 2,258 shares; 2025Q1: 2,504 shares 2,504 $232K 0.02% +246 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,384 shares 4,384 $232K 0.02% new 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; 2023Q2: restricted; 2023Q3: 5,348 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,093 shares; 2024Q3: 4,097 shares; 2024Q4: 4,100 shares; 2025Q1: 4,103 shares 4,103 $232K 0.02% +3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,562 shares; 2023Q4: 3,273 shares; 2024Q1: 3,345 shares; 2024Q2: 3,316 shares; 2024Q3: 3,876 shares; 2024Q4: 2,454 shares; 2025Q1: 2,729 shares 2,729 $232K 0.02% +275 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,654 shares; 2023Q4: 3,737 shares; 2024Q1: 3,005 shares; 2024Q2: 3,095 shares; 2024Q3: 3,405 shares; 2024Q4: 4,178 shares; 2025Q1: 2,457 shares 2,457 $228K 0.02% -1,721 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,656 shares; 2024Q2: 1,661 shares; 2024Q3: 1,666 shares; 2024Q4: 1,686 shares; 2025Q1: 1,587 shares 1,587 $226K 0.02% -99 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares 13,000 $225K 0.02% new Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,810 shares; 2023Q4: 51,449 shares; 2024Q1: 52,061 shares; 2024Q2: 52,786 shares; 2024Q3: 107,026 shares; 2024Q4: 42,631 shares; 2025Q1: 51,538 shares 51,538 $222K 0.02% +8,907 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,351 shares; 2025Q1: 14,717 shares 14,717 $221K 0.02% +2,366 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,970 shares; 2024Q2: not reported; 2024Q3: 9,188 shares; 2024Q4: not reported; 2025Q1: 5,287 shares 5,287 $219K 0.02% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,907 shares; 2023Q4: 8,238 shares; 2024Q1: 8,209 shares; 2024Q2: 8,211 shares; 2024Q3: 7,883 shares; 2024Q4: 7,817 shares; 2025Q1: 5,593 shares 5,593 $214K 0.02% -2,224 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; 2023Q2: restricted; 2023Q3: 2,358 shares; 2023Q4: 2,397 shares; 2024Q1: 2,130 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,221 shares; 2025Q1: 2,248 shares 2,248 $214K 0.02% +27 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,517 shares; 2023Q4: not reported; 2024Q1: 2,191 shares; 2024Q2: 2,132 shares; 2024Q3: 4,192 shares; 2024Q4: 2,087 shares; 2025Q1: 2,089 shares 2,089 $214K 0.02% +2 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,670 shares; 2024Q4: not reported; 2025Q1: 8,135 shares 8,135 $214K 0.02% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,400 shares; 2025Q1: 2,617 shares 2,617 $212K 0.01% +217 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,041 shares; 2023Q4: 26,468 shares; 2024Q1: 25,968 shares; 2024Q2: 6,182 shares; 2024Q3: 5,105 shares; 2024Q4: 4,598 shares; 2025Q1: 3,123 shares 3,123 $212K 0.01% -1,475 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,493 shares; 2024Q2: not reported; 2024Q3: 5,376 shares; 2024Q4: 2,551 shares; 2025Q1: 2,713 shares 2,713 $211K 0.01% +162 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,103 shares; 2024Q2: not reported; 2024Q3: 5,896 shares; 2024Q4: not reported; 2025Q1: 2,974 shares 2,974 $208K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,174 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,474 shares; 2025Q1: 2,525 shares 2,525 $206K 0.01% +51 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,737 shares; 2024Q4: 2,162 shares; 2025Q1: 2,245 shares 2,245 $205K 0.01% +83 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 240 shares; 2024Q3: 384 shares; 2024Q4: 304 shares; 2025Q1: 322 shares 322 $204K 0.01% +18 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,630 shares; 2024Q4: not reported; 2025Q1: 4,391 shares 4,391 $202K 0.01% new Timeline JMOM 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,563 shares; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares 3,564 $201K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: 430 shares 430 $200K 0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 69,136 shares; 2023Q4: 60,472 shares; 2024Q1: 59,894 shares; 2024Q2: 32,014 shares; 2024Q3: 17,052 shares; 2024Q4: 12,915 shares; 2025Q1: 11,633 shares 11,633 $194K 0.01% -1,282 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,292 shares; 2024Q3: 25,968 shares; 2024Q4: 12,986 shares; 2025Q1: 12,986 shares 12,986 $189K 0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,141 shares; 2023Q4: 11,141 shares; 2024Q1: 11,142 shares; 2024Q2: 11,142 shares; 2024Q3: 22,284 shares; 2024Q4: 11,142 shares; 2025Q1: 11,535 shares 11,535 $187K 0.01% +393 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,677 shares; 2023Q4: 15,955 shares; 2024Q1: 12,502 shares; 2024Q2: 13,567 shares; 2024Q3: 27,792 shares; 2024Q4: 13,286 shares; 2025Q1: 12,761 shares 12,761 $174K 0.01% -525 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,311 shares 57,311 $173K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,311 shares; 2023Q4: 16,498 shares; 2024Q1: 28,978 shares; 2024Q2: 28,983 shares; 2024Q3: 26,791 shares; 2024Q4: 23,913 shares; 2025Q1: 14,511 shares 14,511 $169K 0.01% -9,402 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 30,941 shares; 2023Q4: 30,941 shares; 2024Q1: 30,942 shares; 2024Q2: 30,942 shares; 2024Q3: 30,942 shares; 2024Q4: 30,942 shares; 2025Q1: 41,806 shares 41,806 $166K 0.01% +10,864 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,928 shares; 2023Q4: 14,996 shares; 2024Q1: 14,996 shares; 2024Q2: 14,996 shares; 2024Q3: 14,996 shares; 2024Q4: 14,996 shares; 2025Q1: 14,996 shares 14,996 $150K 0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,275 shares; 2025Q1: 14,275 shares 14,275 $146K 0.01% +1,000 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,570 shares; 2025Q1: 10,570 shares 10,570 $142K 0.01% 0 Timeline MGX METAGENOMI THERAPEUTICS INC More: the full row for METAGENOMI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 125,000 shares; 2025Q1: 100,000 shares 100,000 $136K 0.01% -25,000 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,494 shares; 2024Q4: 11,894 shares; 2025Q1: 10,689 shares 10,689 $113K 0.01% -1,205 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,802 shares; 2023Q4: 17,802 shares; 2024Q1: 25,002 shares; 2024Q2: 28,417 shares; 2024Q3: 56,834 shares; 2024Q4: 20,141 shares; 2025Q1: 20,141 shares 20,141 $111K 0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,774 shares 11,774 $103K 0.01% new Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 46,385 shares; 2024Q1: 36,763 shares; 2024Q2: 37,155 shares; 2024Q3: 68,310 shares; 2024Q4: 29,509 shares; 2025Q1: 23,658 shares 23,658 $103K 0.01% -5,851 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,972 shares; 2023Q4: 22,316 shares; 2024Q1: 22,692 shares; 2024Q2: 23,382 shares; 2024Q3: 48,466 shares; 2024Q4: 20,326 shares; 2025Q1: 19,097 shares 19,097 $102K 0.01% -1,229 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,238 shares; 2025Q1: 12,588 shares 12,588 $75.8K 0.01% +350 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,241 shares; 2023Q4: 14,241 shares; 2024Q1: 14,242 shares; 2024Q2: 14,242 shares; 2024Q3: 28,484 shares; 2024Q4: 14,242 shares; 2025Q1: 14,242 shares 14,242 $73.5K 0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,780 shares; 2024Q2: 23,592 shares; 2024Q3: 19,592 shares; 2024Q4: 14,318 shares; 2025Q1: 12,142 shares 12,142 $71.2K 0.01% -2,176 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,166 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,881 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,955 shares 17,955 $68.6K <0.01% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,589 shares; 2023Q4: 23,164 shares; 2024Q1: 22,719 shares; 2024Q2: 23,268 shares; 2024Q3: 24,160 shares; 2024Q4: 25,667 shares; 2025Q1: 25,145 shares 25,145 $61.9K <0.01% -522 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,000 shares; 2023Q4: 10,334 shares; 2024Q1: 10,565 shares; 2024Q2: 10,114 shares; 2024Q3: 10,230 shares; 2024Q4: 10,948 shares; 2025Q1: 11,105 shares 11,105 $60.6K <0.01% +157 Timeline AISPW AIRSHIP AI HLDGS INC More: the full row for AIRSHIP AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,714 shares; 2024Q2: 30,714 shares; 2024Q3: not reported; 2024Q4: 30,174 shares; 2025Q1: 30,174 shares 30,174 $33.8K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,617 shares; 2024Q3: 13,768 shares; 2024Q4: 13,752 shares; 2025Q1: 13,752 shares 13,752 $18.6K <0.01% 0 Timeline