NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,448 shares; 2024Q2: 507,914 shares; 2024Q3: 512,110 shares; 2024Q4: 520,914 shares; 2025Q1: 513,402 shares; 2025Q2: 490,025 shares 490,025 $77.4M 8.91% -23,377 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 867,229 shares; 2024Q2: 927,894 shares; 2024Q3: 1,085,593 shares; 2024Q4: 1,174,985 shares; 2025Q1: 1,236,013 shares; 2025Q2: 1,333,341 shares 1,333,341 $69.5M 8% +97,328 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 69,465 shares; 2024Q2: 73,673 shares; 2024Q3: 79,501 shares; 2024Q4: 79,611 shares; 2025Q1: 68,891 shares; 2025Q2: 65,437 shares 65,437 $36.1M 4.16% -3,454 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,790 shares; 2024Q2: 61,636 shares; 2024Q3: 58,806 shares; 2024Q4: 56,455 shares; 2025Q1: 51,088 shares; 2025Q2: 50,693 shares 50,693 $33.6M 3.87% -395 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 389,795 shares; 2024Q2: 391,405 shares; 2024Q3: 373,962 shares; 2024Q4: 364,688 shares; 2025Q1: 325,046 shares; 2025Q2: 308,776 shares 308,776 $25.9M 2.98% -16,270 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 137,473 shares; 2024Q2: 134,734 shares; 2024Q3: 136,934 shares; 2024Q4: 131,109 shares; 2025Q1: 124,397 shares; 2025Q2: 120,858 shares 120,858 $24.8M 2.85% -3,539 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,731 shares; 2024Q2: 16,231 shares; 2024Q3: 26,898 shares; 2024Q4: 37,745 shares; 2025Q1: 44,370 shares; 2025Q2: 50,965 shares 50,965 $22.3M 2.57% +6,595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,182 shares; 2024Q2: 97,632 shares; 2024Q3: 99,197 shares; 2024Q4: 99,335 shares; 2025Q1: 98,831 shares; 2025Q2: 99,074 shares 99,074 $21.7M 2.5% +243 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,518 shares; 2024Q2: 3,593 shares; 2024Q3: 38,102 shares; 2024Q4: 40,472 shares; 2025Q1: 62,530 shares; 2025Q2: 73,571 shares 73,571 $20.3M 2.33% +11,041 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,762 shares; 2024Q2: 60,768 shares; 2024Q3: 58,949 shares; 2024Q4: 55,326 shares; 2025Q1: 38,845 shares; 2025Q2: 35,760 shares 35,760 $17.8M 2.05% -3,085 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 55,493 shares; 2024Q2: 45,269 shares; 2024Q3: 55,817 shares; 2024Q4: 107,939 shares; 2025Q1: 212,404 shares; 2025Q2: 255,823 shares 255,823 $16.1M 1.85% +43,419 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,385 shares; 2024Q2: 109,357 shares; 2024Q3: 155,811 shares; 2024Q4: 190,106 shares; 2025Q1: 267,122 shares; 2025Q2: 284,339 shares 284,339 $14.9M 1.72% +17,217 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 522 shares; 2024Q2: 3,566 shares; 2024Q3: 165,310 shares; 2024Q4: 135,547 shares; 2025Q1: 151,569 shares; 2025Q2: 149,335 shares 149,335 $14.8M 1.71% -2,234 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 45,449 shares; 2024Q2: 60,145 shares; 2024Q3: 61,271 shares; 2024Q4: 64,203 shares; 2025Q1: 63,869 shares; 2025Q2: 63,977 shares 63,977 $14.5M 1.67% +108 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 350 shares; 2024Q2: 350 shares; 2024Q3: 13,937 shares; 2024Q4: 29,985 shares; 2025Q1: 61,916 shares; 2025Q2: 70,919 shares 70,919 $13.7M 1.58% +9,003 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,120 shares; 2024Q2: 7,472 shares; 2024Q3: 9,858 shares; 2024Q4: 13,354 shares; 2025Q1: 17,371 shares; 2025Q2: 20,737 shares 20,737 $12.9M 1.48% +3,366 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,152 shares; 2024Q2: 18,736 shares; 2024Q3: 16,431 shares; 2024Q4: 16,395 shares; 2025Q1: 20,453 shares; 2025Q2: 20,741 shares 20,741 $10.6M 1.22% +288 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,504 shares; 2024Q2: 35,586 shares; 2024Q3: 34,434 shares; 2024Q4: 67,592 shares; 2025Q1: 47,601 shares; 2025Q2: 47,599 shares 47,599 $9.74M 1.12% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,068 shares; 2024Q2: 6,214 shares; 2024Q3: 158,131 shares; 2024Q4: 165,881 shares; 2025Q1: 175,363 shares; 2025Q2: 177,156 shares 177,156 $8.99M 1.03% +1,793 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,755 shares; 2024Q2: 17,864 shares; 2024Q3: 16,875 shares; 2024Q4: 15,437 shares; 2025Q1: 14,739 shares; 2025Q2: 15,668 shares 15,668 $7.61M 0.88% +929 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,792 shares; 2024Q2: 17,616 shares; 2024Q3: 12,902 shares; 2024Q4: 12,480 shares; 2025Q1: 11,992 shares; 2025Q2: 12,163 shares 12,163 $7.52M 0.87% +171 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 344,505 shares; 2025Q1: 325,223 shares; 2025Q2: 313,328 shares 313,328 $7.32M 0.84% -11,895 IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,636 shares; 2025Q2: 105,157 shares 105,157 $6.96M 0.8% +6,521 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,570 shares; 2024Q2: 58,634 shares; 2024Q3: 78,545 shares; 2024Q4: 77,902 shares; 2025Q1: 72,473 shares; 2025Q2: 75,890 shares 75,890 $6.9M 0.79% +3,417 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,125 shares; 2024Q2: 9,114 shares; 2024Q3: 8,328 shares; 2024Q4: 7,155 shares; 2025Q1: 6,869 shares; 2025Q2: 6,748 shares 6,748 $6.68M 0.77% -121 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,810 shares 134,810 $6.56M 0.75% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,818 shares; 2024Q2: 23,863 shares; 2024Q3: 26,518 shares; 2024Q4: 27,928 shares; 2025Q1: 42,670 shares; 2025Q2: 46,319 shares 46,319 $6.31M 0.73% +3,649 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 300 shares; 2024Q3: 54,691 shares; 2024Q4: 96,247 shares; 2025Q1: 114,957 shares; 2025Q2: 138,769 shares 138,769 $6.25M 0.72% +23,812 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 253,584 shares; 2024Q2: 122,984 shares; 2024Q3: 113,667 shares; 2024Q4: 117,279 shares; 2025Q1: 113,322 shares; 2025Q2: 117,355 shares 117,355 $6.14M 0.71% +4,033 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,947 shares; 2024Q2: 8,336 shares; 2024Q3: 7,653 shares; 2024Q4: 7,264 shares; 2025Q1: 6,549 shares; 2025Q2: 5,854 shares 5,854 $6.02M 0.69% -695 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,644 shares; 2025Q2: 111,442 shares 111,442 $5.8M 0.67% +32,798 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 190 shares; 2024Q3: 40,236 shares; 2024Q4: 61,536 shares; 2025Q1: 69,116 shares; 2025Q2: 83,672 shares 83,672 $5.69M 0.66% +14,556 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 808 shares; 2024Q2: 1,016 shares; 2024Q3: 70,363 shares; 2024Q4: 82,644 shares; 2025Q1: 2,491 shares; 2025Q2: 75,487 shares 75,487 $5.38M 0.62% +72,996 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,237 shares; 2024Q2: 34,053 shares; 2024Q3: 31,701 shares; 2024Q4: 30,051 shares; 2025Q1: 25,998 shares; 2025Q2: 25,405 shares 25,405 $5.2M 0.6% -593 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,816 shares; 2024Q2: 42,328 shares; 2024Q3: 47,495 shares; 2024Q4: 48,819 shares; 2025Q1: 48,632 shares; 2025Q2: 50,577 shares 50,577 $4.82M 0.55% +1,945 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,863 shares; 2024Q2: 6,428 shares; 2024Q3: 6,575 shares; 2024Q4: 6,354 shares; 2025Q1: 6,333 shares; 2025Q2: 6,394 shares 6,394 $4.72M 0.54% +61 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,516 shares; 2024Q2: 3,704 shares; 2024Q3: 3,990 shares; 2024Q4: 3,705 shares; 2025Q1: 3,447 shares; 2025Q2: 3,455 shares 3,455 $4.63M 0.53% +8 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 3,466 shares; 2025Q1: 32,326 shares; 2025Q2: 36,021 shares 36,021 $4.63M 0.53% +3,695 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 103,031 shares; 2024Q2: 109,316 shares; 2024Q3: 110,628 shares; 2024Q4: 112,410 shares; 2025Q1: 126,710 shares; 2025Q2: 129,779 shares 129,779 $4.58M 0.53% +3,069 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,637 shares; 2024Q2: 22,213 shares; 2024Q3: 24,537 shares; 2024Q4: 24,310 shares; 2025Q1: 24,086 shares; 2025Q2: 24,297 shares 24,297 $4.28M 0.49% +211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,607 shares; 2024Q4: 17,905 shares; 2025Q1: 39,407 shares; 2025Q2: 48,115 shares 48,115 $3.92M 0.45% +8,708 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,958 shares; 2024Q2: 12,762 shares; 2024Q3: 13,695 shares; 2024Q4: 11,945 shares; 2025Q1: 11,278 shares; 2025Q2: 12,218 shares 12,218 $3.88M 0.45% +940 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 58,802 shares; 2024Q2: 54,784 shares; 2024Q3: 81,215 shares; 2024Q4: 119,806 shares; 2025Q1: 100,115 shares; 2025Q2: 86,288 shares 86,288 $3.86M 0.44% -13,827 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 74 shares; 2024Q3: 73 shares; 2024Q4: 895 shares; 2025Q1: 4,809 shares; 2025Q2: 6,830 shares 6,830 $3.61M 0.42% +2,021 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234,842 shares; 2025Q2: 233,555 shares 233,555 $3.61M 0.42% -1,287 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 107,411 shares; 2024Q2: 43,887 shares; 2024Q3: 42,342 shares; 2024Q4: 42,077 shares; 2025Q1: 38,528 shares; 2025Q2: 36,218 shares 36,218 $3.4M 0.39% -2,310 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,526 shares; 2024Q2: 9,916 shares; 2024Q3: 16,988 shares; 2024Q4: 22,171 shares; 2025Q1: 22,467 shares; 2025Q2: 20,950 shares 20,950 $3.39M 0.39% -1,517 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 30,915 shares; 2024Q4: 73,676 shares; 2025Q1: 172,086 shares; 2025Q2: 132,105 shares 132,105 $3.29M 0.38% -39,981 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,082 shares; 2024Q2: 8,860 shares; 2024Q3: 70,513 shares; 2024Q4: 74,997 shares; 2025Q1: 46,451 shares; 2025Q2: 63,996 shares 63,996 $3.22M 0.37% +17,545 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,278 shares; 2024Q2: 84,808 shares; 2024Q3: 74,645 shares; 2024Q4: 44,281 shares; 2025Q1: 49,202 shares; 2025Q2: 52,536 shares 52,536 $3.15M 0.36% +3,334 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,272 shares; 2024Q2: 5,493 shares; 2024Q3: 5,354 shares; 2024Q4: 6,589 shares; 2025Q1: 7,043 shares; 2025Q2: 6,488 shares 6,488 $3M 0.35% -555 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,197 shares; 2024Q2: 14,915 shares; 2024Q3: 15,207 shares; 2024Q4: 16,248 shares; 2025Q1: 16,372 shares; 2025Q2: 16,239 shares 16,239 $2.88M 0.33% -133 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,246 shares; 2024Q2: 53,459 shares; 2024Q3: 48,381 shares; 2024Q4: 43,716 shares; 2025Q1: 33,952 shares; 2025Q2: 29,927 shares 29,927 $2.81M 0.32% -4,025 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,271 shares; 2024Q2: 13,552 shares; 2024Q3: 13,311 shares; 2024Q4: 13,024 shares; 2025Q1: 11,697 shares; 2025Q2: 11,080 shares 11,080 $2.81M 0.32% -617 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,231 shares; 2024Q2: 9,161 shares; 2024Q3: 8,766 shares; 2024Q4: 8,016 shares; 2025Q1: 8,063 shares; 2025Q2: 7,899 shares 7,899 $2.8M 0.32% -164 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,745 shares; 2024Q2: 14,542 shares; 2024Q3: 14,844 shares; 2024Q4: 8,388 shares; 2025Q1: 26,242 shares; 2025Q2: 54,918 shares 54,918 $2.8M 0.32% +28,676 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 56,193 shares; 2024Q4: 63,569 shares; 2025Q1: 72,905 shares; 2025Q2: 74,884 shares 74,884 $2.75M 0.32% +1,979 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,877 shares; 2024Q2: 17,637 shares; 2024Q3: 17,763 shares; 2024Q4: 17,884 shares; 2025Q1: 17,667 shares; 2025Q2: 17,653 shares 17,653 $2.64M 0.3% -14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,138 shares; 2024Q2: 8,138 shares; 2024Q3: 52,728 shares; 2024Q4: 58,245 shares; 2025Q1: 58,128 shares; 2025Q2: 80,304 shares 80,304 $2.55M 0.29% +22,176 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,970 shares; 2024Q2: 24,607 shares; 2024Q3: 26,024 shares; 2024Q4: 25,527 shares; 2025Q1: 25,011 shares; 2025Q2: 24,843 shares 24,843 $2.43M 0.28% -168 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,496 shares; 2025Q1: 22,199 shares; 2025Q2: 22,886 shares 22,886 $2.34M 0.27% +687 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,617 shares; 2024Q2: 13,719 shares; 2024Q3: 13,444 shares; 2024Q4: 12,681 shares; 2025Q1: 12,541 shares; 2025Q2: 12,382 shares 12,382 $2.3M 0.26% -159 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,413 shares; 2024Q2: 24,255 shares; 2024Q3: 23,042 shares; 2024Q4: 23,170 shares; 2025Q1: 22,931 shares; 2025Q2: 22,783 shares 22,783 $2.29M 0.26% -148 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,807 shares; 2025Q1: 22,321 shares; 2025Q2: 23,335 shares 23,335 $2.27M 0.26% +1,014 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,866 shares; 2024Q2: 14,453 shares; 2024Q3: 13,033 shares; 2024Q4: 12,302 shares; 2025Q1: 11,462 shares; 2025Q2: 12,272 shares 12,272 $2.17M 0.25% +810 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,631 shares; 2024Q2: 2,821 shares; 2024Q3: 2,830 shares; 2024Q4: 2,912 shares; 2025Q1: 2,646 shares; 2025Q2: 2,735 shares 2,735 $2.13M 0.25% +89 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,175 shares; 2024Q2: 4,266 shares; 2024Q3: 5,145 shares; 2024Q4: 4,455 shares; 2025Q1: 7,173 shares; 2025Q2: 7,122 shares 7,122 $2.06M 0.24% -51 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 693 shares; 2024Q2: 759 shares; 2024Q3: 759 shares; 2024Q4: 1,903 shares; 2025Q1: 19,644 shares; 2025Q2: 26,190 shares 26,190 $2.03M 0.23% +6,546 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,499 shares; 2024Q4: 17,466 shares; 2025Q1: 18,977 shares; 2025Q2: 19,895 shares 19,895 $1.95M 0.22% +918 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,164 shares; 2024Q2: 13,601 shares; 2024Q3: 14,535 shares; 2024Q4: 14,423 shares; 2025Q1: 13,208 shares; 2025Q2: 11,968 shares 11,968 $1.91M 0.22% -1,240 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,091 shares; 2024Q2: 18,080 shares; 2024Q3: 17,109 shares; 2024Q4: 17,171 shares; 2025Q1: 73,823 shares; 2025Q2: 78,295 shares 78,295 $1.86M 0.21% +4,472 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,699 shares; 2024Q2: 10,334 shares; 2024Q3: 11,635 shares; 2024Q4: 9,138 shares; 2025Q1: 14,976 shares; 2025Q2: 16,979 shares 16,979 $1.83M 0.21% +2,003 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,605 shares; 2025Q2: 31,119 shares 31,119 $1.82M 0.21% +7,514 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,098 shares; 2024Q2: 14,712 shares; 2024Q3: 15,474 shares; 2024Q4: 15,649 shares; 2025Q1: 15,416 shares; 2025Q2: 15,379 shares 15,379 $1.77M 0.2% -37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55,279 shares; 2024Q4: 60,458 shares; 2025Q1: 57,307 shares; 2025Q2: 66,202 shares 66,202 $1.76M 0.2% +8,895 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 64,050 shares; 2024Q2: 61,080 shares; 2024Q3: 60,437 shares; 2024Q4: 60,301 shares; 2025Q1: 46,448 shares; 2025Q2: 43,325 shares 43,325 $1.75M 0.2% -3,123 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,117 shares; 2024Q2: 5,307 shares; 2024Q3: 5,235 shares; 2024Q4: 4,731 shares; 2025Q1: 4,311 shares; 2025Q2: 4,412 shares 4,412 $1.71M 0.2% +101 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,278 shares; 2024Q2: 5,179 shares; 2024Q3: 5,185 shares; 2024Q4: 5,029 shares; 2025Q1: 4,879 shares; 2025Q2: 4,884 shares 4,884 $1.68M 0.19% +5 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,953 shares; 2024Q2: 29,226 shares; 2024Q3: 23,127 shares; 2024Q4: 19,244 shares; 2025Q1: 15,784 shares; 2025Q2: 15,153 shares 15,153 $1.66M 0.19% -631 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,933 shares; 2024Q2: 41,483 shares; 2024Q3: 42,819 shares; 2024Q4: 45,291 shares; 2025Q1: 39,609 shares; 2025Q2: 38,683 shares 38,683 $1.65M 0.19% -926 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,889 shares; 2024Q4: 36,327 shares; 2025Q1: 38,678 shares; 2025Q2: 49,010 shares 49,010 $1.64M 0.19% +10,332 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,834 shares; 2024Q2: 13,480 shares; 2024Q3: 9,717 shares; 2024Q4: 7,015 shares; 2025Q1: 5,825 shares; 2025Q2: 5,601 shares 5,601 $1.64M 0.19% -224 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,988 shares; 2024Q2: 4,022 shares; 2024Q3: 3,360 shares; 2024Q4: 46,993 shares; 2025Q1: 40,426 shares; 2025Q2: 60,021 shares 60,021 $1.54M 0.18% +19,595 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,659 shares; 2024Q2: 3,659 shares; 2024Q3: 6,243 shares; 2024Q4: 6,271 shares; 2025Q1: 6,137 shares; 2025Q2: 6,107 shares 6,107 $1.51M 0.17% -30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,970 shares; 2024Q2: 58,429 shares; 2024Q3: 39,886 shares; 2024Q4: 27,639 shares; 2025Q1: 22,218 shares; 2025Q2: 20,834 shares 20,834 $1.47M 0.17% -1,384 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,406 shares; 2024Q2: 42,473 shares; 2024Q3: 42,802 shares; 2024Q4: 42,431 shares; 2025Q1: 50,405 shares; 2025Q2: 58,683 shares 58,683 $1.45M 0.17% +8,278 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,620 shares; 2024Q2: 4,562 shares; 2024Q3: 4,226 shares; 2024Q4: 3,813 shares; 2025Q1: 3,702 shares; 2025Q2: 3,663 shares 3,663 $1.42M 0.16% -39 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,441 shares; 2024Q2: 6,313 shares; 2024Q3: 6,067 shares; 2024Q4: 6,060 shares; 2025Q1: 6,181 shares; 2025Q2: 6,011 shares 6,011 $1.38M 0.16% -170 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,658 shares; 2024Q2: 6,484 shares; 2024Q3: 6,049 shares; 2024Q4: 5,038 shares; 2025Q1: 4,726 shares; 2025Q2: 4,913 shares 4,913 $1.34M 0.15% +187 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 96,022 shares; 2024Q2: 88,920 shares; 2024Q3: 86,718 shares; 2024Q4: 82,483 shares; 2025Q1: 60,073 shares; 2025Q2: 59,625 shares 59,625 $1.32M 0.15% -448 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,391 shares; 2024Q2: 19,237 shares; 2024Q3: 14,300 shares; 2024Q4: 10,334 shares; 2025Q1: 8,683 shares; 2025Q2: 8,326 shares 8,326 $1.27M 0.15% -357 Timeline BUFH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,252 shares 62,252 $1.25M 0.14% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 5,760 shares 5,760 $1.23M 0.14% +5,759 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,925 shares; 2024Q2: 31,446 shares; 2024Q3: 25,206 shares; 2024Q4: 21,413 shares; 2025Q1: 9,626 shares; 2025Q2: 8,463 shares 8,463 $1.2M 0.14% -1,163 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,275 shares; 2024Q2: 2,270 shares; 2024Q3: 2,194 shares; 2024Q4: 2,126 shares; 2025Q1: 2,104 shares; 2025Q2: 2,107 shares 2,107 $1.18M 0.14% +3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,495 shares; 2024Q2: 5,081 shares; 2024Q3: 12,351 shares; 2024Q4: 15,831 shares; 2025Q1: 6,367 shares; 2025Q2: 4,202 shares 4,202 $1.17M 0.13% -2,165 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,101 shares; 2024Q2: 21,655 shares; 2024Q3: 21,895 shares; 2024Q4: 22,891 shares; 2025Q1: 22,859 shares; 2025Q2: 22,241 shares 22,241 $1.16M 0.13% -618 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 729 shares; 2024Q2: 1,108 shares; 2024Q3: 1,470 shares; 2024Q4: 1,469 shares; 2025Q1: 1,627 shares; 2025Q2: 3,820 shares 3,820 $1.16M 0.13% +2,193 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,330 shares; 2024Q2: 20,661 shares; 2024Q3: 14,955 shares; 2024Q4: 11,172 shares; 2025Q1: 9,257 shares; 2025Q2: 8,513 shares 8,513 $1.12M 0.13% -744 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,134 shares; 2024Q2: 13,297 shares; 2024Q3: 12,275 shares; 2024Q4: 11,609 shares; 2025Q1: 10,313 shares; 2025Q2: 8,281 shares 8,281 $1.12M 0.13% -2,032 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,986 shares; 2024Q2: 24,645 shares; 2024Q3: 30,375 shares; 2024Q4: 27,712 shares; 2025Q1: 18,814 shares; 2025Q2: 12,758 shares 12,758 $1.08M 0.12% -6,056 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,880 shares; 2024Q2: 6,554 shares; 2024Q3: 6,554 shares; 2024Q4: 6,554 shares; 2025Q1: 6,646 shares; 2025Q2: 32,562 shares 32,562 $1.08M 0.12% +25,916 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,198 shares; 2024Q2: 3,184 shares; 2024Q3: 3,194 shares; 2024Q4: 3,207 shares; 2025Q1: 3,274 shares; 2025Q2: 3,174 shares 3,174 $1.08M 0.12% -100 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,414 shares; 2024Q2: 3,388 shares; 2024Q3: 3,412 shares; 2024Q4: 3,442 shares; 2025Q1: 3,330 shares; 2025Q2: 3,354 shares 3,354 $1.07M 0.12% +24 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,624 shares; 2024Q2: 20,614 shares; 2024Q3: 18,926 shares; 2024Q4: 15,993 shares; 2025Q1: 14,807 shares; 2025Q2: 14,825 shares 14,825 $1.07M 0.12% +18 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,104 shares; 2024Q2: 4,440 shares; 2024Q3: 4,423 shares; 2024Q4: 4,303 shares; 2025Q1: 4,178 shares; 2025Q2: 3,676 shares 3,676 $1.05M 0.12% -502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 71,125 shares; 2024Q2: 69,859 shares; 2024Q3: 49,017 shares; 2024Q4: 31,928 shares; 2025Q1: 24,860 shares; 2025Q2: 23,738 shares 23,738 $1.03M 0.12% -1,122 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,055 shares; 2024Q2: 2,603 shares; 2024Q3: 2,589 shares; 2024Q4: 2,380 shares; 2025Q1: 2,452 shares; 2025Q2: 2,418 shares 2,418 $1.03M 0.12% -34 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,233 shares; 2024Q2: 9,203 shares; 2024Q3: 7,658 shares; 2024Q4: 5,620 shares; 2025Q1: 4,617 shares; 2025Q2: 4,618 shares 4,618 $1.02M 0.12% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,592 shares; 2024Q2: 9,556 shares; 2024Q3: 9,898 shares; 2024Q4: 10,260 shares; 2025Q1: 9,832 shares; 2025Q2: 9,501 shares 9,501 $1.02M 0.12% -331 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,142 shares; 2024Q2: 2,194 shares; 2024Q3: 2,183 shares; 2024Q4: 2,149 shares; 2025Q1: 2,092 shares; 2025Q2: 2,067 shares 2,067 $1.01M 0.12% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,104 shares; 2024Q2: 44,469 shares; 2024Q3: 42,703 shares; 2024Q4: 45,876 shares; 2025Q1: 35,321 shares; 2025Q2: 29,884 shares 29,884 $1M 0.12% -5,437 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,881 shares; 2024Q2: 4,076 shares; 2024Q3: 4,076 shares; 2024Q4: 4,061 shares; 2025Q1: 4,147 shares; 2025Q2: 3,564 shares 3,564 $987K 0.11% -583 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,549 shares; 2024Q2: 3,522 shares; 2024Q3: 3,323 shares; 2024Q4: 3,004 shares; 2025Q1: 2,900 shares; 2025Q2: 2,675 shares 2,675 $981K 0.11% -225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 719 shares; 2024Q2: 724 shares; 2024Q3: 733 shares; 2024Q4: 119 shares; 2025Q1: 9,801 shares; 2025Q2: 19,337 shares 19,337 $980K 0.11% +9,536 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,516 shares; 2024Q2: 4,966 shares; 2024Q3: 18,707 shares; 2024Q4: 19,504 shares; 2025Q1: 19,241 shares; 2025Q2: 19,823 shares 19,823 $976K 0.11% +582 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,699 shares; 2024Q2: 4,154 shares; 2024Q3: 4,141 shares; 2024Q4: 4,121 shares; 2025Q1: 4,172 shares; 2025Q2: 4,232 shares 4,232 $974K 0.11% +60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,732 shares; 2024Q2: 3,707 shares; 2024Q3: 3,621 shares; 2024Q4: 17,983 shares; 2025Q1: 17,733 shares; 2025Q2: 17,908 shares 17,908 $945K 0.11% +175 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,473 shares; 2024Q2: 17,461 shares; 2024Q3: 14,511 shares; 2024Q4: 13,990 shares; 2025Q1: 13,142 shares; 2025Q2: 12,946 shares 12,946 $943K 0.11% -196 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,239 shares; 2024Q2: 54,282 shares; 2024Q3: 37,508 shares; 2024Q4: 36,864 shares; 2025Q1: 44,126 shares; 2025Q2: 44,537 shares 44,537 $924K 0.11% +411 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,126 shares; 2024Q2: 13,975 shares; 2024Q3: 10,673 shares; 2024Q4: 6,995 shares; 2025Q1: 4,149 shares; 2025Q2: 3,852 shares 3,852 $918K 0.11% -297 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28,957 shares; 2024Q4: 29,689 shares; 2025Q1: 28,897 shares; 2025Q2: 34,112 shares 34,112 $897K 0.1% +5,215 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: 11,823 shares 11,823 $894K 0.1% +10,488 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 32,266 shares; 2024Q2: 31,199 shares; 2024Q3: 28,089 shares; 2024Q4: 27,667 shares; 2025Q1: 20,884 shares; 2025Q2: 16,208 shares 16,208 $893K 0.1% -4,676 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89,794 shares; 2024Q2: 81,213 shares; 2024Q3: 74,396 shares; 2024Q4: 70,849 shares; 2025Q1: 39,238 shares; 2025Q2: 29,676 shares 29,676 $854K 0.1% -9,562 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,687 shares; 2024Q4: 39,199 shares; 2025Q1: 37,421 shares; 2025Q2: 40,536 shares 40,536 $854K 0.1% +3,115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,483 shares; 2024Q2: 2,614 shares; 2024Q3: 2,633 shares; 2024Q4: 2,467 shares; 2025Q1: 2,429 shares; 2025Q2: 2,359 shares 2,359 $842K 0.1% -70 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 2,109 shares 2,109 $836K 0.1% +1,842 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,413 shares; 2024Q2: 4,220 shares; 2024Q3: 4,712 shares; 2024Q4: 4,805 shares; 2025Q1: 4,594 shares; 2025Q2: 4,839 shares 4,839 $834K 0.1% +245 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,890 shares; 2024Q2: 1,890 shares; 2024Q3: 3,690 shares; 2024Q4: 4,488 shares; 2025Q1: 4,584 shares; 2025Q2: 4,726 shares 4,726 $819K 0.09% +142 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,391 shares; 2024Q2: 5,178 shares; 2024Q3: 5,252 shares; 2024Q4: 5,467 shares; 2025Q1: 5,641 shares; 2025Q2: 5,364 shares 5,364 $791K 0.09% -277 Timeline FNX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 6,644 shares; 2024Q4: 6,449 shares; 2025Q1: 6,463 shares; 2025Q2: 6,881 shares 6,881 $790K 0.09% +418 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,582 shares; 2024Q2: 6,557 shares; 2024Q3: 6,096 shares; 2024Q4: 5,286 shares; 2025Q1: 5,019 shares; 2025Q2: 4,937 shares 4,937 $786K 0.09% -82 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,737 shares; 2024Q2: 6,711 shares; 2024Q3: 6,983 shares; 2024Q4: 6,717 shares; 2025Q1: 6,608 shares; 2025Q2: 6,247 shares 6,247 $775K 0.09% -361 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,832 shares; 2024Q4: 25,892 shares; 2025Q1: 34,073 shares; 2025Q2: 32,718 shares 32,718 $771K 0.09% -1,355 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,499 shares; 2024Q2: 13,281 shares; 2024Q3: 12,210 shares; 2024Q4: 11,888 shares; 2025Q1: 10,932 shares; 2025Q2: 9,507 shares 9,507 $770K 0.09% -1,425 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,847 shares; 2024Q2: 3,847 shares; 2024Q3: 3,868 shares; 2024Q4: 3,782 shares; 2025Q1: 3,653 shares; 2025Q2: 3,808 shares 3,808 $767K 0.09% +155 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,740 shares; 2024Q2: 11,725 shares; 2024Q3: 11,700 shares; 2024Q4: 11,429 shares; 2025Q1: 12,035 shares; 2025Q2: 11,919 shares 11,919 $759K 0.09% -116 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,070 shares; 2025Q2: 16,919 shares 16,919 $741K 0.09% +12,849 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,374 shares; 2024Q2: 12,352 shares; 2024Q3: 11,419 shares; 2024Q4: 10,902 shares; 2025Q1: 10,597 shares; 2025Q2: 10,606 shares 10,606 $736K 0.08% +9 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,956 shares; 2024Q4: 10,808 shares; 2025Q1: 10,900 shares; 2025Q2: 11,675 shares 11,675 $731K 0.08% +775 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,067 shares; 2024Q2: 28,453 shares; 2024Q3: 22,428 shares; 2024Q4: 15,664 shares; 2025Q1: 15,716 shares; 2025Q2: 14,592 shares 14,592 $718K 0.08% -1,124 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,090 shares; 2025Q2: 24,116 shares 24,116 $702K 0.08% +10,026 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,158 shares; 2024Q2: 11,635 shares; 2024Q3: 11,739 shares; 2024Q4: 11,126 shares; 2025Q1: 10,940 shares; 2025Q2: 12,529 shares 12,529 $702K 0.08% +1,589 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,619 shares; 2024Q2: 2,650 shares; 2024Q3: 2,722 shares; 2024Q4: 2,970 shares; 2025Q1: 3,225 shares; 2025Q2: 3,179 shares 3,179 $695K 0.08% -46 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,557 shares; 2024Q2: 12,532 shares; 2024Q3: 14,070 shares; 2024Q4: 17,053 shares; 2025Q1: 16,567 shares; 2025Q2: 20,294 shares 20,294 $694K 0.08% +3,727 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,517 shares; 2024Q2: 2,558 shares; 2024Q3: 2,558 shares; 2024Q4: 2,490 shares; 2025Q1: 2,198 shares; 2025Q2: 2,179 shares 2,179 $684K 0.08% -19 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 52,398 shares; 2024Q2: 49,648 shares; 2024Q3: 26,012 shares; 2024Q4: 25,410 shares; 2025Q1: 25,096 shares; 2025Q2: 27,670 shares 27,670 $683K 0.08% +2,574 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,337 shares; 2024Q2: 5,979 shares; 2024Q3: 5,668 shares; 2024Q4: 5,880 shares; 2025Q1: 7,147 shares; 2025Q2: 8,510 shares 8,510 $682K 0.08% +1,363 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,970 shares; 2024Q2: 6,158 shares; 2024Q3: 6,286 shares; 2024Q4: 5,704 shares; 2025Q1: 4,809 shares; 2025Q2: 4,661 shares 4,661 $667K 0.08% -148 Timeline BUFX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,730 shares 32,730 $662K 0.08% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,048 shares; 2024Q2: 1,595 shares; 2024Q3: 1,643 shares; 2024Q4: 1,662 shares; 2025Q1: 1,500 shares; 2025Q2: 1,494 shares 1,494 $658K 0.08% -6 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,764 shares; 2024Q2: 4,573 shares; 2024Q3: 4,524 shares; 2024Q4: 3,649 shares; 2025Q1: 4,265 shares; 2025Q2: 4,609 shares 4,609 $653K 0.08% +344 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,153 shares; 2024Q2: 42,275 shares; 2024Q3: 15,480 shares; 2024Q4: 14,496 shares; 2025Q1: 12,235 shares; 2025Q2: 11,992 shares 11,992 $652K 0.08% -243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 845 shares; 2024Q2: 834 shares; 2024Q3: 809 shares; 2024Q4: 1,340 shares; 2025Q1: 1,401 shares; 2025Q2: 1,139 shares 1,139 $647K 0.07% -262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,841 shares; 2024Q2: 9,111 shares; 2024Q3: 9,398 shares; 2024Q4: 8,778 shares; 2025Q1: 8,760 shares; 2025Q2: 8,429 shares 8,429 $626K 0.07% -331 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,187 shares; 2024Q2: 8,187 shares; 2024Q3: 8,187 shares; 2024Q4: 8,537 shares; 2025Q1: 8,580 shares; 2025Q2: 8,580 shares 8,580 $612K 0.07% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,970 shares; 2024Q2: 17,414 shares; 2024Q3: 13,046 shares; 2024Q4: 10,816 shares; 2025Q1: 9,498 shares; 2025Q2: 7,812 shares 7,812 $611K 0.07% -1,686 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,761 shares; 2024Q2: 9,749 shares; 2024Q3: 8,492 shares; 2024Q4: 26,085 shares; 2025Q1: 24,823 shares; 2025Q2: 22,911 shares 22,911 $607K 0.07% -1,912 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,007 shares; 2024Q2: 2,216 shares; 2024Q3: 2,380 shares; 2024Q4: 2,421 shares; 2025Q1: 2,267 shares; 2025Q2: 1,995 shares 1,995 $606K 0.07% -272 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 949 shares; 2024Q2: 1,329 shares; 2024Q3: 1,417 shares; 2024Q4: 1,516 shares; 2025Q1: 3,597 shares; 2025Q2: 5,169 shares 5,169 $606K 0.07% +1,572 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,691 shares; 2024Q2: 24,287 shares; 2024Q3: 17,279 shares; 2024Q4: 9,591 shares; 2025Q1: 6,328 shares; 2025Q2: 5,599 shares 5,599 $604K 0.07% -729 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 486 shares; 2024Q2: 454 shares; 2024Q3: 5,336 shares; 2024Q4: 5,568 shares; 2025Q1: 5,593 shares; 2025Q2: 6,134 shares 6,134 $597K 0.07% +541 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,322 shares; 2024Q2: 1,299 shares; 2024Q3: 1,289 shares; 2024Q4: 1,289 shares; 2025Q1: 1,284 shares; 2025Q2: 1,256 shares 1,256 $589K 0.07% -28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,312 shares; 2024Q2: 5,445 shares; 2024Q3: 5,130 shares; 2024Q4: 3,362 shares; 2025Q1: 3,245 shares; 2025Q2: 3,227 shares 3,227 $588K 0.07% -18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,523 shares; 2024Q2: 7,907 shares; 2024Q3: 4,936 shares; 2024Q4: 2,789 shares; 2025Q1: 1,995 shares; 2025Q2: 1,984 shares 1,984 $585K 0.07% -11 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,057 shares; 2024Q2: 5,777 shares; 2024Q3: 5,539 shares; 2024Q4: 5,172 shares; 2025Q1: 5,138 shares; 2025Q2: 5,157 shares 5,157 $572K 0.07% +19 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,607 shares; 2024Q2: 2,784 shares; 2024Q3: 2,720 shares; 2024Q4: 2,641 shares; 2025Q1: 2,515 shares; 2025Q2: 2,566 shares 2,566 $567K 0.07% +51 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,754 shares; 2024Q2: 33,606 shares; 2024Q3: 18,540 shares; 2024Q4: 9,215 shares; 2025Q1: 5,941 shares; 2025Q2: 5,357 shares 5,357 $565K 0.07% -584 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 3,310 shares; 2024Q3: 3,310 shares; 2024Q4: 10,080 shares; 2025Q1: 11,169 shares; 2025Q2: 11,994 shares 11,994 $564K 0.06% +825 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,091 shares; 2024Q2: 1,474 shares; 2024Q3: 2,435 shares; 2024Q4: 2,371 shares; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares 2,261 $554K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,665 shares; 2024Q2: 1,716 shares; 2024Q3: 1,616 shares; 2024Q4: 2,226 shares; 2025Q1: 2,384 shares; 2025Q2: 2,439 shares 2,439 $552K 0.06% +55 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,515 shares; 2024Q2: 30,515 shares; 2024Q3: 30,515 shares; 2024Q4: 30,515 shares; 2025Q1: 30,165 shares; 2025Q2: 30,165 shares 30,165 $550K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,181 shares; 2024Q2: 12,944 shares; 2024Q3: 18,671 shares; 2024Q4: 17,023 shares; 2025Q1: 17,212 shares; 2025Q2: 18,609 shares 18,609 $547K 0.06% +1,397 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 37,370 shares; 2024Q2: 33,405 shares; 2024Q3: 32,479 shares; 2024Q4: 31,840 shares; 2025Q1: 32,715 shares; 2025Q2: 29,989 shares 29,989 $544K 0.06% -2,726 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,197 shares; 2024Q2: 7,132 shares; 2024Q3: 7,164 shares; 2024Q4: 6,510 shares; 2025Q1: 6,337 shares; 2025Q2: 6,246 shares 6,246 $542K 0.06% -91 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,809 shares 4,809 $541K 0.06% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,889 shares; 2024Q2: 9,889 shares; 2024Q3: 9,889 shares; 2024Q4: 10,389 shares; 2025Q1: 10,406 shares; 2025Q2: 10,406 shares 10,406 $528K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,305 shares; 2024Q2: 6,430 shares; 2024Q3: 6,492 shares; 2024Q4: 5,793 shares; 2025Q1: 5,796 shares; 2025Q2: 5,745 shares 5,745 $522K 0.06% -51 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,135 shares; 2024Q2: 6,010 shares; 2024Q3: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,593 shares; 2025Q2: 5,546 shares 5,546 $509K 0.06% -47 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,140 shares; 2024Q2: 6,585 shares; 2024Q3: 6,260 shares; 2024Q4: 6,798 shares; 2025Q1: 14,333 shares; 2025Q2: 12,831 shares 12,831 $507K 0.06% -1,502 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 679 shares; 2024Q3: 2,667 shares; 2024Q4: 2,628 shares; 2025Q1: 2,553 shares; 2025Q2: 2,236 shares 2,236 $498K 0.06% -317 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,789 shares; 2024Q2: 4,659 shares; 2024Q3: 8,559 shares; 2024Q4: 8,318 shares; 2025Q1: 8,307 shares; 2025Q2: 8,339 shares 8,339 $489K 0.06% +32 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,879 shares; 2024Q2: 15,882 shares; 2024Q3: 15,859 shares; 2024Q4: 12,855 shares; 2025Q1: 11,113 shares; 2025Q2: 11,337 shares 11,337 $485K 0.06% +224 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,194 shares; 2024Q2: 3,974 shares; 2024Q3: 11,039 shares; 2024Q4: 11,516 shares; 2025Q1: 12,243 shares; 2025Q2: 11,853 shares 11,853 $482K 0.06% -390 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 152 shares; 2024Q4: 975 shares; 2025Q1: 1,375 shares; 2025Q2: 3,447 shares 3,447 $479K 0.06% +2,072 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,504 shares; 2024Q2: 22,101 shares; 2024Q3: 12,753 shares; 2024Q4: 6,629 shares; 2025Q1: 4,653 shares; 2025Q2: 3,980 shares 3,980 $475K 0.05% -673 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,427 shares; 2024Q2: 10,524 shares; 2024Q3: 12,853 shares; 2024Q4: 13,034 shares; 2025Q1: 13,120 shares; 2025Q2: 13,182 shares 13,182 $472K 0.05% +62 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 777 shares; 2024Q2: 1,128 shares; 2024Q3: 1,200 shares; 2024Q4: 1,113 shares; 2025Q1: 1,069 shares; 2025Q2: 1,059 shares 1,059 $471K 0.05% -10 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 113 shares; 2024Q2: 108 shares; 2024Q3: 1,085 shares; 2024Q4: 1,120 shares; 2025Q1: 1,132 shares; 2025Q2: 1,163 shares 1,163 $470K 0.05% +31 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,504 shares; 2024Q2: 31,504 shares; 2024Q3: 31,504 shares; 2024Q4: 31,504 shares; 2025Q1: 31,504 shares; 2025Q2: 31,504 shares 31,504 $469K 0.05% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,090 shares; 2024Q2: 26,090 shares; 2024Q3: 26,090 shares; 2024Q4: 26,090 shares; 2025Q1: 26,090 shares; 2025Q2: 26,090 shares 26,090 $463K 0.05% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,599 shares; 2024Q2: 8,788 shares; 2024Q3: 8,792 shares; 2024Q4: 7,530 shares; 2025Q1: 7,443 shares; 2025Q2: 7,362 shares 7,362 $461K 0.05% -81 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,845 shares; 2024Q2: 33,845 shares; 2024Q3: 33,845 shares; 2024Q4: 36,686 shares; 2025Q1: 33,229 shares; 2025Q2: 33,229 shares 33,229 $461K 0.05% 0 Timeline XIJN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,731 shares 14,731 $455K 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,292 shares; 2024Q2: 19,777 shares; 2024Q3: 14,000 shares; 2024Q4: 12,912 shares; 2025Q1: 12,499 shares; 2025Q2: 12,669 shares 12,669 $452K 0.05% +170 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares; 2024Q4: 656 shares; 2025Q1: 612 shares; 2025Q2: 614 shares 614 $450K 0.05% +2 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,249 shares; 2024Q2: 12,823 shares; 2024Q3: 13,234 shares; 2024Q4: 15,107 shares; 2025Q1: 16,273 shares; 2025Q2: 16,282 shares 16,282 $448K 0.05% +9 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,214 shares; 2024Q2: 2,196 shares; 2024Q3: 2,111 shares; 2024Q4: 2,411 shares; 2025Q1: 2,356 shares; 2025Q2: 2,733 shares 2,733 $441K 0.05% +377 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,967 shares; 2024Q2: 4,805 shares; 2024Q3: 5,498 shares; 2024Q4: 5,184 shares; 2025Q1: 4,584 shares; 2025Q2: 4,541 shares 4,541 $438K 0.05% -43 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,524 shares; 2024Q2: 5,487 shares; 2024Q3: 5,194 shares; 2024Q4: 4,692 shares; 2025Q1: 4,670 shares; 2025Q2: 4,426 shares 4,426 $437K 0.05% -244 Timeline MARM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 34,297 shares; 2024Q4: 30,047 shares; 2025Q1: 13,516 shares; 2025Q2: 13,216 shares 13,216 $425K 0.05% -300 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,257 shares; 2024Q2: 8,266 shares; 2024Q3: 8,275 shares; 2024Q4: 8,308 shares; 2025Q1: 6,414 shares; 2025Q2: 6,422 shares 6,422 $421K 0.05% +8 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,693 shares; 2024Q2: 15,062 shares; 2024Q3: 15,073 shares; 2024Q4: 15,080 shares; 2025Q1: 13,678 shares; 2025Q2: 13,596 shares 13,596 $417K 0.05% -82 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,425 shares; 2024Q4: 15,550 shares; 2025Q1: 15,240 shares; 2025Q2: 14,990 shares 14,990 $414K 0.05% -250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,273 shares; 2024Q2: 2,180 shares; 2024Q3: 2,073 shares; 2024Q4: 1,927 shares; 2025Q1: 1,744 shares; 2025Q2: 1,306 shares 1,306 $407K 0.05% -438 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,533 shares; 2024Q2: 5,718 shares; 2024Q3: 5,788 shares; 2024Q4: 5,697 shares; 2025Q1: 5,745 shares; 2025Q2: 5,801 shares 5,801 $405K 0.05% +56 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,161 shares; 2024Q2: 18,575 shares; 2024Q3: 13,329 shares; 2024Q4: 9,326 shares; 2025Q1: 8,019 shares; 2025Q2: 7,609 shares 7,609 $394K 0.05% -410 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,358 shares; 2025Q1: 7,629 shares; 2025Q2: 7,661 shares 7,661 $390K 0.04% +32 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,184 shares; 2024Q2: 2,428 shares; 2024Q3: 2,560 shares; 2024Q4: 2,333 shares; 2025Q1: 4,273 shares; 2025Q2: 4,239 shares 4,239 $388K 0.04% -34 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,318 shares; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,618 shares; 2025Q2: 11,134 shares 11,134 $381K 0.04% +9,516 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,080 shares; 2024Q2: 3,938 shares; 2024Q3: 5,191 shares; 2024Q4: 5,780 shares; 2025Q1: 5,851 shares; 2025Q2: 6,123 shares 6,123 $380K 0.04% +272 Timeline GJUN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares 10,087 $379K 0.04% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,152 shares; 2024Q2: 9,152 shares; 2024Q3: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: 9,452 shares; 2025Q2: 10,302 shares 10,302 $378K 0.04% +850 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 96 shares; 2024Q2: 1,352 shares; 2024Q3: 1,464 shares; 2024Q4: 1,504 shares; 2025Q1: 1,686 shares; 2025Q2: 1,582 shares 1,582 $378K 0.04% -104 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,322 shares; 2024Q2: 1,419 shares; 2024Q3: 1,385 shares; 2024Q4: 1,371 shares; 2025Q1: 1,352 shares; 2025Q2: 1,342 shares 1,342 $375K 0.04% -10 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 456 shares; 2024Q3: 592 shares; 2024Q4: 824 shares; 2025Q1: 2,689 shares; 2025Q2: 7,500 shares 7,500 $373K 0.04% +4,811 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,377 shares; 2024Q2: 11,377 shares; 2024Q3: 11,377 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 11,377 shares 11,377 $372K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 164 shares; 2024Q2: 2,298 shares; 2024Q3: 2,379 shares; 2024Q4: 2,247 shares; 2025Q1: 2,407 shares; 2025Q2: 2,777 shares 2,777 $370K 0.04% +370 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,307 shares; 2024Q2: 1,485 shares; 2024Q3: 1,132 shares; 2024Q4: 767 shares; 2025Q1: 691 shares; 2025Q2: 676 shares 676 $367K 0.04% -15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,121 shares; 2024Q2: 15,117 shares; 2024Q3: 8,248 shares; 2024Q4: 4,023 shares; 2025Q1: 2,236 shares; 2025Q2: 1,945 shares 1,945 $367K 0.04% -291 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,648 shares; 2024Q2: 2,624 shares; 2024Q3: 2,670 shares; 2024Q4: 2,994 shares; 2025Q1: 3,040 shares; 2025Q2: 3,394 shares 3,394 $366K 0.04% +354 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,370 shares; 2024Q2: 6,497 shares; 2024Q3: 6,200 shares; 2024Q4: 6,212 shares; 2025Q1: 4,854 shares; 2025Q2: 4,803 shares 4,803 $360K 0.04% -51 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,155 shares; 2024Q2: 2,155 shares; 2024Q3: 2,155 shares; 2024Q4: 2,340 shares; 2025Q1: 3,283 shares; 2025Q2: 3,391 shares 3,391 $358K 0.04% +108 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,826 shares; 2025Q2: 16,463 shares 16,463 $357K 0.04% +6,637 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,510 shares; 2024Q2: 2,772 shares; 2024Q3: 3,653 shares; 2024Q4: 4,738 shares; 2025Q1: 5,269 shares; 2025Q2: 5,554 shares 5,554 $355K 0.04% +285 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,061 shares; 2024Q2: 8,741 shares; 2024Q3: 8,739 shares; 2024Q4: 7,922 shares; 2025Q1: 8,366 shares; 2025Q2: 8,456 shares 8,456 $354K 0.04% +90 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,925 shares; 2024Q2: 5,772 shares; 2024Q3: 6,785 shares; 2024Q4: 5,838 shares; 2025Q1: 5,540 shares; 2025Q2: 5,108 shares 5,108 $353K 0.04% -432 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 233 shares; 2024Q2: 601 shares; 2024Q3: 744 shares; 2024Q4: 636 shares; 2025Q1: 2,567 shares; 2025Q2: 2,569 shares 2,569 $347K 0.04% +2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,053 shares; 2024Q2: 20,053 shares; 2024Q3: 18,552 shares; 2024Q4: 16,077 shares; 2025Q1: 13,946 shares; 2025Q2: 14,275 shares 14,275 $346K 0.04% +329 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,440 shares; 2024Q2: 19,620 shares; 2024Q3: 11,983 shares; 2024Q4: 6,957 shares; 2025Q1: 4,260 shares; 2025Q2: 3,835 shares 3,835 $344K 0.04% -425 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,749 shares; 2024Q2: 20,602 shares; 2024Q3: 14,436 shares; 2024Q4: 7,509 shares; 2025Q1: 4,348 shares; 2025Q2: 3,912 shares 3,912 $341K 0.04% -436 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,185 shares; 2024Q2: 5,231 shares; 2024Q3: 5,257 shares; 2024Q4: 5,091 shares; 2025Q1: 5,304 shares; 2025Q2: 4,909 shares 4,909 $341K 0.04% -395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,140 shares; 2024Q2: 1,120 shares; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 922 shares; 2025Q2: 922 shares 922 $338K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65 shares; 2024Q2: 1,502 shares; 2024Q3: 1,793 shares; 2024Q4: 1,791 shares; 2025Q1: 1,818 shares; 2025Q2: 1,724 shares 1,724 $336K 0.04% -94 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,106 shares; 2024Q2: 1,083 shares; 2024Q3: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,089 shares 1,089 $336K 0.04% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,281 shares; 2024Q2: 2,508 shares; 2024Q3: 2,414 shares; 2024Q4: 2,352 shares; 2025Q1: 2,379 shares; 2025Q2: 2,292 shares 2,292 $335K 0.04% -87 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,374 shares 13,374 $333K 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 115,464 shares; 2024Q2: 121,176 shares; 2024Q3: 98,931 shares; 2024Q4: 52,462 shares; 2025Q1: 33,895 shares; 2025Q2: 30,683 shares 30,683 $333K 0.04% -3,212 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,839 shares; 2024Q3: 4,848 shares; 2024Q4: 4,886 shares; 2025Q1: 5,327 shares; 2025Q2: 5,058 shares 5,058 $330K 0.04% -269 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,891 shares; 2024Q2: 3,891 shares; 2024Q3: 3,821 shares; 2024Q4: 3,645 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares 3,425 $329K 0.04% 0 Timeline GJUL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,435 shares; 2025Q2: 8,435 shares 8,435 $326K 0.04% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,708 shares; 2024Q2: 5,708 shares; 2024Q3: 5,726 shares; 2024Q4: 5,737 shares; 2025Q1: 5,748 shares; 2025Q2: 5,758 shares 5,758 $324K 0.04% +10 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,339 shares; 2024Q2: 8,539 shares; 2024Q3: 7,817 shares; 2024Q4: 7,117 shares; 2025Q1: 7,117 shares; 2025Q2: 7,117 shares 7,117 $323K 0.04% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 284 shares; 2024Q2: 284 shares; 2024Q3: 484 shares; 2024Q4: 434 shares; 2025Q1: 425 shares; 2025Q2: 426 shares 426 $321K 0.04% +1 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,133 shares; 2024Q2: 11,703 shares; 2024Q3: 9,878 shares; 2024Q4: 9,434 shares; 2025Q1: 7,507 shares; 2025Q2: 7,268 shares 7,268 $317K 0.04% -239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,405 shares; 2024Q4: 7,870 shares; 2025Q1: 8,857 shares; 2025Q2: 8,520 shares 8,520 $315K 0.04% -337 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,250 shares; 2024Q2: 4,330 shares; 2024Q3: 4,424 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,591 shares 4,591 $314K 0.04% +346 Timeline FJUL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,002 shares; 2025Q2: 6,002 shares 6,002 $311K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,342 shares; 2024Q2: 13,342 shares; 2024Q3: 11,127 shares; 2024Q4: 9,809 shares; 2025Q1: 7,118 shares; 2025Q2: 7,118 shares 7,118 $310K 0.04% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,458 shares; 2024Q2: 1,449 shares; 2024Q3: 1,430 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,261 shares 1,261 $306K 0.04% -29 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,025 shares; 2024Q2: 62,025 shares; 2024Q3: 63,025 shares; 2024Q4: 66,925 shares; 2025Q1: 66,925 shares; 2025Q2: 64,925 shares 64,925 $303K 0.03% -2,000 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26 shares; 2024Q2: 961 shares; 2024Q3: 2,072 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares 2,046 $302K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,675 shares; 2024Q2: 1,924 shares; 2024Q3: 1,608 shares; 2024Q4: 1,593 shares; 2025Q1: 1,598 shares; 2025Q2: 1,264 shares 1,264 $294K 0.03% -334 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,713 shares; 2024Q2: 1,506 shares; 2024Q3: 1,571 shares; 2024Q4: 1,392 shares; 2025Q1: 1,450 shares; 2025Q2: 1,416 shares 1,416 $294K 0.03% -34 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 632 shares; 2024Q2: 5,653 shares; 2024Q3: 6,014 shares; 2024Q4: 6,036 shares; 2025Q1: 6,313 shares; 2025Q2: 7,483 shares 7,483 $293K 0.03% +1,170 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,069 shares; 2024Q2: 1,429 shares; 2024Q3: 1,429 shares; 2024Q4: 4,509 shares; 2025Q1: 3,620 shares; 2025Q2: 3,639 shares 3,639 $292K 0.03% +19 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,360 shares; 2024Q2: 33,455 shares; 2024Q3: 29,283 shares; 2024Q4: 17,289 shares; 2025Q1: 8,107 shares; 2025Q2: 6,543 shares 6,543 $289K 0.03% -1,564 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 783 shares; 2024Q2: 821 shares; 2024Q3: 828 shares; 2024Q4: 794 shares; 2025Q1: 875 shares; 2025Q2: 824 shares 824 $289K 0.03% -51 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,532 shares; 2024Q2: 15,542 shares; 2024Q3: 12,588 shares; 2024Q4: 9,683 shares; 2025Q1: 4,587 shares; 2025Q2: 4,046 shares 4,046 $285K 0.03% -541 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,436 shares; 2024Q2: 5,436 shares; 2024Q3: 5,436 shares; 2024Q4: 5,487 shares; 2025Q1: 5,472 shares; 2025Q2: 3,288 shares 3,288 $283K 0.03% -2,184 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,010 shares; 2024Q2: 1,010 shares; 2024Q3: 1,402 shares; 2024Q4: 1,587 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares 3,222 $281K 0.03% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 508 shares; 2024Q2: 508 shares; 2024Q3: 508 shares; 2024Q4: 509 shares; 2025Q1: 464 shares; 2025Q2: 494 shares 494 $275K 0.03% +30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,890 shares; 2024Q4: 13,390 shares; 2025Q1: 12,315 shares; 2025Q2: 12,215 shares 12,215 $275K 0.03% -100 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,435 shares; 2024Q2: 5,980 shares; 2024Q3: 10,662 shares; 2024Q4: 770 shares; 2025Q1: 11,912 shares; 2025Q2: 12,267 shares 12,267 $275K 0.03% +355 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,195 shares; 2024Q2: 5,495 shares; 2024Q3: 5,495 shares; 2024Q4: 5,495 shares; 2025Q1: 5,495 shares; 2025Q2: 5,495 shares 5,495 $274K 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,033 shares; 2024Q2: 2,343 shares; 2024Q3: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,346 shares; 2025Q2: 2,347 shares 2,347 $273K 0.03% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 47 shares 47 $272K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,310 shares; 2024Q2: 1,741 shares; 2024Q3: 2,524 shares; 2024Q4: 2,658 shares; 2025Q1: 2,623 shares; 2025Q2: 2,488 shares 2,488 $272K 0.03% -135 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,644 shares; 2024Q2: 9,640 shares; 2024Q3: 10,299 shares; 2024Q4: 9,947 shares; 2025Q1: 8,869 shares; 2025Q2: 9,354 shares 9,354 $271K 0.03% +485 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 888 shares; 2024Q2: 1,139 shares; 2024Q3: 1,313 shares; 2024Q4: 1,214 shares; 2025Q1: 1,228 shares; 2025Q2: 1,183 shares 1,183 $270K 0.03% -45 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,879 shares; 2024Q2: 5,959 shares; 2024Q3: 5,597 shares; 2024Q4: 4,067 shares; 2025Q1: 3,374 shares; 2025Q2: 2,191 shares 2,191 $269K 0.03% -1,183 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,134 shares; 2024Q2: 1,088 shares; 2024Q3: 1,108 shares; 2024Q4: 1,096 shares; 2025Q1: 1,008 shares; 2025Q2: 1,002 shares 1,002 $267K 0.03% -6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,357 shares; 2024Q2: 1,457 shares; 2024Q3: 57,160 shares; 2024Q4: 58,912 shares; 2025Q1: 3,140 shares; 2025Q2: 3,271 shares 3,271 $267K 0.03% +131 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,254 shares; 2024Q2: 20,921 shares; 2024Q3: 11,653 shares; 2024Q4: 5,817 shares; 2025Q1: 3,735 shares; 2025Q2: 3,301 shares 3,301 $267K 0.03% -434 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 1,046 shares; 2024Q4: 1,063 shares; 2025Q1: 964 shares; 2025Q2: 980 shares 980 $264K 0.03% +16 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,656 shares; 2024Q2: 3,535 shares; 2024Q3: 3,536 shares; 2024Q4: 3,462 shares; 2025Q1: 3,298 shares; 2025Q2: 3,321 shares 3,321 $263K 0.03% +23 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,165 shares; 2024Q4: 2,040 shares; 2025Q1: 2,025 shares; 2025Q2: 2,613 shares 2,613 $263K 0.03% +588 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 940 shares; 2024Q2: 940 shares; 2024Q3: 940 shares; 2024Q4: 955 shares; 2025Q1: 940 shares; 2025Q2: 920 shares 920 $262K 0.03% -20 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,048 shares; 2024Q2: 4,407 shares; 2024Q3: 4,637 shares; 2024Q4: 4,741 shares; 2025Q1: 4,941 shares; 2025Q2: 4,926 shares 4,926 $262K 0.03% -15 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 41,195 shares; 2024Q2: 34,554 shares; 2024Q3: 33,747 shares; 2024Q4: 32,247 shares; 2025Q1: 24,661 shares; 2025Q2: 23,526 shares 23,526 $262K 0.03% -1,135 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,549 shares; 2024Q2: 3,225 shares; 2024Q3: 3,030 shares; 2024Q4: 2,663 shares; 2025Q1: 2,600 shares; 2025Q2: 2,601 shares 2,601 $261K 0.03% +1 Timeline IGLD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares 11,996 $260K 0.03% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,115 shares; 2024Q2: 3,147 shares; 2024Q3: 3,149 shares; 2024Q4: 3,152 shares; 2025Q1: 3,154 shares; 2025Q2: 3,157 shares 3,157 $259K 0.03% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,891 shares; 2024Q2: 1,891 shares; 2024Q3: 1,891 shares; 2024Q4: 1,940 shares; 2025Q1: 1,941 shares; 2025Q2: 1,943 shares 1,943 $258K 0.03% +2 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 6,524 shares 6,524 $258K 0.03% +5,640 Timeline CRPT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,104 shares 11,104 $258K 0.03% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 278 shares; 2024Q2: 2,656 shares; 2024Q3: 2,910 shares; 2024Q4: 2,899 shares; 2025Q1: 2,924 shares; 2025Q2: 2,868 shares 2,868 $256K 0.03% -56 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,063 shares; 2024Q3: 1,020 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares 974 $256K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 490 shares; 2024Q2: 1,576 shares; 2024Q3: 1,578 shares; 2024Q4: 1,633 shares; 2025Q1: 1,876 shares; 2025Q2: 1,881 shares 1,881 $255K 0.03% +5 Timeline DFII 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,635 shares 10,635 $254K 0.03% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,064 shares; 2024Q2: 2,972 shares; 2024Q3: 3,032 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,093 shares 3,093 $252K 0.03% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 23,970 shares; 2024Q3: 22,974 shares; 2024Q4: 12,121 shares; 2025Q1: 9,175 shares; 2025Q2: 4,964 shares 4,964 $251K 0.03% -4,211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 430 shares; 2024Q3: 432 shares; 2024Q4: 433 shares; 2025Q1: 1,276 shares; 2025Q2: 1,383 shares 1,383 $251K 0.03% +107 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,431 shares; 2024Q2: 2,481 shares; 2024Q3: 2,613 shares; 2024Q4: 2,856 shares; 2025Q1: 2,110 shares; 2025Q2: 2,281 shares 2,281 $249K 0.03% +171 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,857 shares; 2024Q2: 2,879 shares; 2024Q3: 2,831 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,396 shares 2,396 $249K 0.03% +109 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,650 shares; 2025Q1: 11,421 shares; 2025Q2: 13,065 shares 13,065 $244K 0.03% +1,644 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,044 shares; 2024Q2: 6,764 shares; 2024Q3: 6,834 shares; 2024Q4: 6,119 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares 5,464 $242K 0.03% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,514 shares; 2024Q2: 2,514 shares; 2024Q3: 2,514 shares; 2024Q4: 2,514 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares 2,514 $241K 0.03% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,229 shares; 2024Q2: 3,309 shares; 2024Q3: 3,491 shares; 2024Q4: 5,318 shares; 2025Q1: 5,488 shares; 2025Q2: 5,588 shares 5,588 $237K 0.03% +100 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 538 shares; 2024Q2: 963 shares; 2024Q3: 1,022 shares; 2024Q4: 2,551 shares; 2025Q1: 4,191 shares; 2025Q2: 6,303 shares 6,303 $236K 0.03% +2,112 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 512 shares; 2024Q2: 594 shares; 2024Q3: 631 shares; 2024Q4: 571 shares; 2025Q1: 500 shares; 2025Q2: 447 shares 447 $234K 0.03% -53 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 2,050 shares; 2024Q4: 7,005 shares; 2025Q1: 23,046 shares; 2025Q2: 44,540 shares 44,540 $233K 0.03% +21,494 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 808 shares; 2024Q2: 838 shares; 2024Q3: 838 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,222 shares 1,222 $231K 0.03% +55 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 140 shares; 2024Q3: 885 shares; 2024Q4: 1,444 shares; 2025Q1: 4,051 shares; 2025Q2: 4,600 shares 4,600 $227K 0.03% +549 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,597 shares; 2024Q2: 1,556 shares; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,411 shares; 2025Q2: 1,389 shares 1,389 $226K 0.03% -22 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,566 shares; 2024Q2: 1,630 shares; 2024Q3: 1,631 shares; 2024Q4: 1,598 shares; 2025Q1: 1,754 shares; 2025Q2: 1,742 shares 1,742 $226K 0.03% -12 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 278 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 290 shares 290 $223K 0.03% +1 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,439 shares; 2024Q2: 2,452 shares; 2024Q3: 2,683 shares; 2024Q4: 2,333 shares; 2025Q1: 2,328 shares; 2025Q2: 3,886 shares 3,886 $222K 0.03% +1,558 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 967 shares; 2024Q2: 967 shares; 2024Q3: 969 shares; 2024Q4: 971 shares; 2025Q1: 937 shares; 2025Q2: 911 shares 911 $219K 0.03% -26 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,582 shares; 2024Q2: 2,644 shares; 2024Q3: 1,882 shares; 2024Q4: 1,071 shares; 2025Q1: 824 shares; 2025Q2: 796 shares 796 $218K 0.03% -28 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 6,847 shares; 2024Q3: 6,847 shares; 2024Q4: 6,847 shares; 2025Q1: 6,847 shares; 2025Q2: 6,847 shares 6,847 $216K 0.02% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,560 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares 5,170 $215K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,518 shares; 2024Q2: 7,035 shares; 2024Q3: 7,041 shares; 2024Q4: 7,032 shares; 2025Q1: 7,102 shares; 2025Q2: 6,809 shares 6,809 $211K 0.02% -293 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,189 shares; 2024Q2: 14,345 shares; 2024Q3: 5,407 shares; 2024Q4: 4,748 shares; 2025Q1: 4,159 shares; 2025Q2: 4,500 shares 4,500 $208K 0.02% +341 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,641 shares; 2024Q2: 2,826 shares; 2024Q3: 2,827 shares; 2024Q4: 8,515 shares; 2025Q1: 8,469 shares; 2025Q2: 8,471 shares 8,471 $207K 0.02% +2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,685 shares; 2024Q2: 6,205 shares; 2024Q3: 6,655 shares; 2024Q4: 6,035 shares; 2025Q1: 6,043 shares; 2025Q2: 6,322 shares 6,322 $206K 0.02% +279 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,530 shares; 2024Q2: 2,598 shares; 2024Q3: 2,320 shares; 2024Q4: 2,230 shares; 2025Q1: 2,196 shares; 2025Q2: 1,442 shares 1,442 $205K 0.02% -754 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 337 shares; 2024Q4: 261 shares; 2025Q1: 314 shares; 2025Q2: 288 shares 288 $204K 0.02% -26 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,618 shares; 2024Q2: 4,708 shares; 2024Q3: 4,836 shares; 2024Q4: 4,176 shares; 2025Q1: 4,101 shares; 2025Q2: 4,126 shares 4,126 $203K 0.02% +25 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,156 shares; 2024Q2: 2,306 shares; 2024Q3: 2,306 shares; 2024Q4: 2,286 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares 2,191 $200K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,396 shares; 2025Q2: 4,109 shares 4,109 $200K 0.02% +713 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,298 shares; 2024Q2: 10,852 shares; 2024Q3: 7,600 shares; 2024Q4: 4,490 shares; 2025Q1: 3,792 shares; 2025Q2: 3,435 shares 3,435 $199K 0.02% -357 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 786 shares; 2024Q2: 769 shares; 2024Q3: 771 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 656 shares 656 $196K 0.02% -114 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,573 shares; 2024Q2: 3,194 shares; 2024Q3: 3,194 shares; 2024Q4: 2,403 shares; 2025Q1: 2,401 shares; 2025Q2: 4,107 shares 4,107 $195K 0.02% +1,706 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,656 shares; 2024Q2: 3,657 shares; 2024Q3: 3,802 shares; 2024Q4: 4,486 shares; 2025Q1: 4,909 shares; 2025Q2: 4,912 shares 4,912 $195K 0.02% +3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 799 shares; 2024Q2: 757 shares; 2024Q3: 708 shares; 2024Q4: 714 shares; 2025Q1: 664 shares; 2025Q2: 668 shares 668 $194K 0.02% +4 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 576 shares; 2024Q4: 1,045 shares; 2025Q1: 309 shares; 2025Q2: 265 shares 265 $194K 0.02% -44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,198 shares; 2024Q2: 1,276 shares; 2024Q3: 1,398 shares; 2024Q4: 1,626 shares; 2025Q1: 1,971 shares; 2025Q2: 1,779 shares 1,779 $193K 0.02% -192 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,395 shares; 2024Q2: 1,455 shares; 2024Q3: 1,867 shares; 2024Q4: 1,817 shares; 2025Q1: 1,767 shares; 2025Q2: 1,602 shares 1,602 $193K 0.02% -165 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,479 shares; 2024Q2: 1,480 shares; 2024Q3: 1,948 shares; 2024Q4: 1,927 shares; 2025Q1: 1,929 shares; 2025Q2: 1,931 shares 1,931 $192K 0.02% +2 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 2,315 shares; 2024Q4: 1,690 shares; 2025Q1: 1,691 shares; 2025Q2: 1,823 shares 1,823 $192K 0.02% +132 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 891 shares; 2024Q2: 959 shares; 2024Q3: 905 shares; 2024Q4: 906 shares; 2025Q1: 1,372 shares; 2025Q2: 1,383 shares 1,383 $192K 0.02% +11 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,295 shares; 2024Q3: 4,346 shares; 2024Q4: 5,498 shares; 2025Q1: 7,662 shares; 2025Q2: 8,337 shares 8,337 $191K 0.02% +675 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,342 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: 1,213 shares; 2025Q1: 1,334 shares; 2025Q2: 1,341 shares 1,341 $189K 0.02% +7 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,335 shares; 2024Q2: 2,335 shares; 2024Q3: 2,335 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,272 shares 2,272 $185K 0.02% +3 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 366 shares; 2024Q2: 484 shares; 2024Q3: 486 shares; 2024Q4: 485 shares; 2025Q1: 495 shares; 2025Q2: 469 shares 469 $185K 0.02% -26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,263 shares; 2025Q2: 1,264 shares 1,264 $182K 0.02% +1 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 182 shares; 2024Q2: 195 shares; 2024Q3: 212 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 516 shares 516 $181K 0.02% +154 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,110 shares; 2024Q2: 2,172 shares; 2024Q3: 3,995 shares; 2024Q4: 4,022 shares; 2025Q1: 3,769 shares; 2025Q2: 3,786 shares 3,786 $180K 0.02% +17 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 175 shares; 2024Q2: 168 shares; 2024Q3: 169 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares 172 $179K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,651 shares; 2025Q2: 3,634 shares 3,634 $178K 0.02% -17 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 299 shares; 2024Q2: 404 shares; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 372 shares 372 $177K 0.02% -32 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 12,665 shares 12,665 $177K 0.02% +11,665 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares 590 $177K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,429 shares 1,429 $176K 0.02% +7 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 548 shares; 2024Q3: 3,018 shares; 2024Q4: 3,031 shares; 2025Q1: 3,386 shares; 2025Q2: 3,396 shares 3,396 $176K 0.02% +10 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,702 shares; 2024Q2: 9,702 shares; 2024Q3: 9,267 shares; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,267 shares 9,267 $176K 0.02% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,860 shares; 2024Q2: 5,860 shares; 2024Q3: 5,860 shares; 2024Q4: 7,757 shares; 2025Q1: 7,502 shares; 2025Q2: 7,502 shares 7,502 $175K 0.02% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares 2,320 $172K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 405 shares; 2024Q2: 661 shares; 2024Q3: 662 shares; 2024Q4: 646 shares; 2025Q1: 626 shares; 2025Q2: 691 shares 691 $170K 0.02% +65 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,294 shares; 2024Q2: 1,454 shares; 2024Q3: 1,140 shares; 2024Q4: 178 shares; 2025Q1: 208 shares; 2025Q2: 334 shares 334 $170K 0.02% +126 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,231 shares; 2024Q3: 1,758 shares; 2024Q4: 1,759 shares; 2025Q1: 3,083 shares; 2025Q2: 3,474 shares 3,474 $169K 0.02% +391 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,960 shares; 2024Q2: 6,960 shares; 2024Q3: 6,960 shares; 2024Q4: 6,960 shares; 2025Q1: 6,960 shares; 2025Q2: 6,960 shares 6,960 $169K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,586 shares; 2024Q2: 5,015 shares; 2024Q3: 5,064 shares; 2024Q4: 5,221 shares; 2025Q1: 5,204 shares; 2025Q2: 5,276 shares 5,276 $168K 0.02% +72 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,148 shares; 2024Q2: 1,213 shares; 2024Q3: 1,216 shares; 2024Q4: 1,206 shares; 2025Q1: 1,258 shares; 2025Q2: 1,222 shares 1,222 $166K 0.02% -36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 548 shares; 2024Q2: 613 shares; 2024Q3: 613 shares; 2024Q4: 614 shares; 2025Q1: 692 shares; 2025Q2: 621 shares 621 $166K 0.02% -71 Timeline GDEC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares 4,721 $166K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 2,036 shares; 2024Q3: 2,036 shares; 2024Q4: 1,736 shares; 2025Q1: 1,738 shares; 2025Q2: 1,745 shares 1,745 $166K 0.02% +7 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 670 shares; 2024Q2: 1,559 shares; 2024Q3: 1,373 shares; 2024Q4: 1,364 shares; 2025Q1: 1,341 shares; 2025Q2: 1,268 shares 1,268 $161K 0.02% -73 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 858 shares; 2025Q1: 877 shares; 2025Q2: 878 shares 878 $161K 0.02% +1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,176 shares; 2024Q2: 3,446 shares; 2024Q3: 1,188 shares; 2024Q4: 1,448 shares; 2025Q1: 1,325 shares; 2025Q2: 1,538 shares 1,538 $160K 0.02% +213 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 477 shares; 2024Q2: 560 shares; 2024Q3: 562 shares; 2024Q4: 563 shares; 2025Q1: 531 shares; 2025Q2: 568 shares 568 $160K 0.02% +37 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,705 shares; 2024Q2: 1,738 shares; 2024Q3: 1,745 shares; 2024Q4: 1,802 shares; 2025Q1: 1,810 shares; 2025Q2: 1,819 shares 1,819 $160K 0.02% +9 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 820 shares; 2024Q2: 665 shares; 2024Q3: 2,441 shares; 2024Q4: 1,460 shares; 2025Q1: 1,128 shares; 2025Q2: 1,317 shares 1,317 $158K 0.02% +189 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 450 shares; 2024Q2: 671 shares; 2024Q3: 671 shares; 2024Q4: 1,944 shares; 2025Q1: 2,104 shares; 2025Q2: 2,108 shares 2,108 $157K 0.02% +4 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,750 shares; 2025Q2: 10,780 shares 10,780 $157K 0.02% -29,970 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,283 shares; 2024Q2: 3,580 shares; 2024Q3: 3,651 shares; 2024Q4: 3,668 shares; 2025Q1: 3,685 shares; 2025Q2: 3,701 shares 3,701 $156K 0.02% +16 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 464 shares; 2024Q2: 727 shares; 2024Q3: 737 shares; 2024Q4: 738 shares; 2025Q1: 789 shares; 2025Q2: 795 shares 795 $155K 0.02% +6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 551 shares; 2024Q2: 551 shares; 2024Q3: 1,945 shares; 2024Q4: 4,081 shares; 2025Q1: 4,610 shares; 2025Q2: 4,685 shares 4,685 $154K 0.02% +75 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 774 shares; 2024Q2: 2,353 shares; 2024Q3: 2,351 shares; 2024Q4: 3,839 shares; 2025Q1: 4,337 shares; 2025Q2: 5,740 shares 5,740 $153K 0.02% +1,403 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 449 shares; 2024Q2: 647 shares; 2024Q3: 674 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares 1,130 $153K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 218 shares; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 942 shares; 2025Q1: 1,372 shares; 2025Q2: 1,373 shares 1,373 $151K 0.02% +1 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,065 shares; 2024Q2: 11,209 shares; 2024Q3: 1,364 shares; 2024Q4: 2,306 shares; 2025Q1: 4,407 shares; 2025Q2: 4,615 shares 4,615 $151K 0.02% +208 Timeline FDEC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares 3,200 $149K 0.02% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 35,992 shares; 2024Q2: 37,893 shares; 2024Q3: 21,184 shares; 2024Q4: 20,184 shares; 2025Q1: 15,350 shares; 2025Q2: 15,479 shares 15,479 $148K 0.02% +129 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,682 shares; 2024Q2: 2,682 shares; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 16,652 shares; 2025Q2: 20,288 shares 20,288 $147K 0.02% +3,636 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,500 shares; 2025Q1: 2,303 shares; 2025Q2: 2,615 shares 2,615 $147K 0.02% +312 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,919 shares; 2024Q2: 1,644 shares; 2024Q3: 1,744 shares; 2024Q4: 1,644 shares; 2025Q1: 1,594 shares; 2025Q2: 1,607 shares 1,607 $146K 0.02% +13 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,871 shares; 2024Q2: 1,841 shares; 2024Q3: 1,646 shares; 2024Q4: 1,641 shares; 2025Q1: 1,491 shares; 2025Q2: 1,286 shares 1,286 $146K 0.02% -205 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,807 shares; 2024Q2: 1,810 shares; 2024Q3: 1,813 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares 1,817 $146K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 820 shares; 2024Q2: 652 shares; 2024Q3: 653 shares; 2024Q4: 694 shares; 2025Q1: 727 shares; 2025Q2: 742 shares 742 $144K 0.02% +15 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,485 shares; 2024Q2: 2,429 shares; 2024Q3: 2,184 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,201 shares 2,201 $143K 0.02% +1 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 608 shares; 2024Q2: 514 shares; 2024Q3: 514 shares; 2024Q4: 1,384 shares; 2025Q1: 1,484 shares; 2025Q2: 1,428 shares 1,428 $143K 0.02% -56 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,706 shares; 2024Q3: 1,909 shares; 2024Q4: 2,179 shares; 2025Q1: 3,292 shares; 2025Q2: 3,067 shares 3,067 $142K 0.02% -225 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 190 shares; 2024Q2: 169 shares; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 156 shares 156 $140K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 244 shares; 2024Q2: 275 shares; 2024Q3: 276 shares; 2024Q4: 272 shares; 2025Q1: 363 shares; 2025Q2: 343 shares 343 $139K 0.02% -20 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,018 shares; 2024Q2: 1,018 shares; 2024Q3: 1,097 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares 1,168 $139K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 658 shares; 2024Q2: 603 shares; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 704 shares; 2025Q2: 643 shares 643 $139K 0.02% -61 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,057 shares; 2024Q2: 7,587 shares; 2024Q3: 7,677 shares; 2024Q4: 7,700 shares; 2025Q1: 7,738 shares; 2025Q2: 1,882 shares 1,882 $139K 0.02% -5,856 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 300 shares; 2024Q4: 1,067 shares; 2025Q1: 1,473 shares; 2025Q2: 3,729 shares 3,729 $138K 0.02% +2,256 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,750 shares; 2024Q2: 6,750 shares; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares 6,750 $138K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,785 shares; 2024Q2: 1,725 shares; 2024Q3: 1,730 shares; 2024Q4: 1,474 shares; 2025Q1: 1,294 shares; 2025Q2: 1,065 shares 1,065 $137K 0.02% -229 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 286 shares; 2024Q2: 286 shares; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 827 shares 827 $137K 0.02% +541 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 765 shares; 2024Q2: 789 shares; 2024Q3: 839 shares; 2024Q4: 939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,945 shares 1,945 $137K 0.02% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 139 shares; 2024Q3: 324 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,205 shares 1,205 $135K 0.02% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309 shares; 2024Q2: 550 shares; 2024Q3: 819 shares; 2024Q4: 779 shares; 2025Q1: 646 shares; 2025Q2: 507 shares 507 $131K 0.02% -139 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 5,761 shares 5,761 $130K 0.01% +4,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,550 shares; 2024Q2: 4,271 shares; 2024Q3: 4,363 shares; 2024Q4: 3,698 shares; 2025Q1: 3,960 shares; 2025Q2: 2,743 shares 2,743 $130K 0.01% -1,217 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 869 shares; 2024Q2: 869 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 922 shares; 2025Q2: 873 shares 873 $129K 0.01% -49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 262 shares; 2024Q2: 504 shares; 2024Q3: 504 shares; 2024Q4: 521 shares; 2025Q1: 688 shares; 2025Q2: 706 shares 706 $129K 0.01% +18 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,829 shares; 2024Q2: 6,286 shares; 2024Q3: 3,651 shares; 2024Q4: 1,688 shares; 2025Q1: 954 shares; 2025Q2: 838 shares 838 $129K 0.01% -116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,068 shares; 2024Q2: 4,098 shares; 2024Q3: 3,214 shares; 2024Q4: 3,014 shares; 2025Q1: 2,167 shares; 2025Q2: 2,152 shares 2,152 $129K 0.01% -15 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares 405 $127K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,962 shares; 2024Q2: 3,695 shares; 2024Q3: 2,726 shares; 2024Q4: 2,171 shares; 2025Q1: 2,204 shares; 2025Q2: 1,859 shares 1,859 $127K 0.01% -345 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,429 shares; 2024Q2: 3,429 shares; 2024Q3: 3,429 shares; 2024Q4: 3,542 shares; 2025Q1: 2,361 shares; 2025Q2: 3,573 shares 3,573 $126K 0.01% +1,212 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,186 shares; 2024Q2: 1,338 shares; 2024Q3: 1,338 shares; 2024Q4: 1,347 shares; 2025Q1: 1,375 shares; 2025Q2: 1,405 shares 1,405 $126K 0.01% +30 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,212 shares; 2024Q4: 1,442 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares 1,878 $126K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,215 shares; 2024Q2: 2,215 shares; 2024Q3: 2,335 shares; 2024Q4: 2,215 shares; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares 2,215 $125K 0.01% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,296 shares; 2025Q2: 5,296 shares 5,296 $125K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 765 shares; 2024Q2: 2,159 shares; 2024Q3: 3,070 shares; 2024Q4: 2,289 shares; 2025Q1: 2,240 shares; 2025Q2: 2,516 shares 2,516 $124K 0.01% +276 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 954 shares; 2024Q2: 828 shares; 2024Q3: 828 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares 454 $124K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,056 shares; 2024Q2: 1,485 shares; 2024Q3: 1,404 shares; 2024Q4: 1,281 shares; 2025Q1: 1,761 shares; 2025Q2: 1,790 shares 1,790 $123K 0.01% +29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,584 shares; 2024Q2: 4,469 shares; 2024Q3: 4,495 shares; 2024Q4: 4,516 shares; 2025Q1: 3,053 shares; 2025Q2: 3,077 shares 3,077 $123K 0.01% +24 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,376 shares; 2024Q2: 1,160 shares; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares 1,160 $123K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,499 shares; 2024Q2: 1,508 shares; 2024Q3: 1,515 shares; 2024Q4: 1,516 shares; 2025Q1: 1,523 shares; 2025Q2: 1,533 shares 1,533 $123K 0.01% +10 Timeline PCEF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,101 shares; 2024Q2: 10,145 shares; 2024Q3: 8,949 shares; 2024Q4: 8,318 shares; 2025Q1: 8,360 shares; 2025Q2: 6,305 shares 6,305 $123K 0.01% -2,055 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,112 shares; 2024Q2: 54,641 shares; 2024Q3: 31,035 shares; 2024Q4: 15,286 shares; 2025Q1: 7,856 shares; 2025Q2: 5,935 shares 5,935 $121K 0.01% -1,921 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 400 shares; 2024Q2: 1,463 shares; 2024Q3: 1,464 shares; 2024Q4: 1,465 shares; 2025Q1: 2,779 shares; 2025Q2: 2,788 shares 2,788 $121K 0.01% +9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,589 shares; 2024Q2: 2,565 shares; 2024Q3: 2,465 shares; 2024Q4: 2,467 shares; 2025Q1: 2,129 shares; 2025Q2: 2,100 shares 2,100 $121K 0.01% -29 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,329 shares; 2024Q2: 10,623 shares; 2024Q3: 6,541 shares; 2024Q4: 3,071 shares; 2025Q1: 1,416 shares; 2025Q2: 1,352 shares 1,352 $121K 0.01% -64 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 628 shares; 2024Q2: 549 shares; 2024Q3: 551 shares; 2024Q4: 528 shares; 2025Q1: 486 shares; 2025Q2: 488 shares 488 $120K 0.01% +2 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 39 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $120K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 370 shares; 2024Q2: 542 shares; 2024Q3: 572 shares; 2024Q4: 623 shares; 2025Q1: 717 shares; 2025Q2: 758 shares 758 $120K 0.01% +41 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,346 shares; 2024Q4: 1,348 shares; 2025Q1: 1,350 shares; 2025Q2: 1,352 shares 1,352 $119K 0.01% +2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,232 shares; 2024Q2: 1,232 shares; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 964 shares; 2025Q2: 982 shares 982 $119K 0.01% +18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 644 shares; 2024Q2: 781 shares; 2024Q3: 761 shares; 2024Q4: 3,154 shares; 2025Q1: 3,705 shares; 2025Q2: 4,068 shares 4,068 $119K 0.01% +363 Timeline CVMC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,527 shares; 2024Q3: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 1,527 shares; 2025Q2: 1,953 shares 1,953 $119K 0.01% +426 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 953 shares; 2024Q2: 1,253 shares; 2024Q3: 970 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 999 shares 999 $118K 0.01% +22 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 920 shares; 2024Q2: 920 shares; 2024Q3: 920 shares; 2024Q4: 922 shares; 2025Q1: 926 shares; 2025Q2: 929 shares 929 $118K 0.01% +3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,775 shares; 2024Q2: 10,775 shares; 2024Q3: 10,775 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $117K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 665 shares; 2024Q2: 710 shares; 2024Q3: 759 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 510 shares 510 $116K 0.01% -18 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,932 shares; 2024Q2: 6,932 shares; 2024Q3: 6,932 shares; 2024Q4: 6,932 shares; 2025Q1: 6,932 shares; 2025Q2: 6,932 shares 6,932 $116K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 2,647 shares 2,647 $116K 0.01% +2,642 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,101 shares; 2024Q2: 1,112 shares; 2024Q3: 1,118 shares; 2024Q4: 1,124 shares; 2025Q1: 1,132 shares; 2025Q2: 1,143 shares 1,143 $116K 0.01% +11 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,518 shares; 2024Q2: 1,705 shares; 2024Q3: 1,721 shares; 2024Q4: 1,716 shares; 2025Q1: 1,782 shares; 2025Q2: 1,677 shares 1,677 $116K 0.01% -105 Timeline MILN GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 550 shares; 2025Q1: 1,934 shares; 2025Q2: 2,364 shares 2,364 $115K 0.01% +430 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,582 shares; 2024Q2: 2,625 shares; 2024Q3: 2,925 shares; 2024Q4: 2,405 shares; 2025Q1: 2,180 shares; 2025Q2: 2,273 shares 2,273 $114K 0.01% +93 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 280 shares; 2024Q2: 283 shares; 2024Q3: 1,318 shares; 2024Q4: 718 shares; 2025Q1: 1,192 shares; 2025Q2: 1,104 shares 1,104 $114K 0.01% -88 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 996 shares; 2024Q2: 946 shares; 2024Q3: 947 shares; 2024Q4: 946 shares; 2025Q1: 473 shares; 2025Q2: 478 shares 478 $114K 0.01% +5 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,966 shares; 2024Q2: 1,968 shares; 2024Q3: 1,759 shares; 2024Q4: 1,901 shares; 2025Q1: 2,014 shares; 2025Q2: 2,015 shares 2,015 $114K 0.01% +1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 437 shares; 2024Q2: 357 shares; 2024Q3: 521 shares; 2024Q4: 818 shares; 2025Q1: 706 shares; 2025Q2: 752 shares 752 $113K 0.01% +46 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,671 shares; 2024Q2: 3,671 shares; 2024Q3: 3,671 shares; 2024Q4: 3,516 shares; 2025Q1: 3,116 shares; 2025Q2: 3,122 shares 3,122 $112K 0.01% +6 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 984 shares; 2024Q2: 1,715 shares; 2024Q3: 1,589 shares; 2024Q4: 1,654 shares; 2025Q1: 1,658 shares; 2025Q2: 1,506 shares 1,506 $112K 0.01% -152 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,600 shares; 2024Q2: 2,379 shares; 2024Q3: 2,379 shares; 2024Q4: 3,154 shares; 2025Q1: 5,738 shares; 2025Q2: 5,738 shares 5,738 $111K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,425 shares; 2024Q2: 2,496 shares; 2024Q3: 2,297 shares; 2024Q4: 1,698 shares; 2025Q1: 1,602 shares; 2025Q2: 1,624 shares 1,624 $110K 0.01% +22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,937 shares; 2024Q2: 3,737 shares; 2024Q3: 2,082 shares; 2024Q4: 2,082 shares; 2025Q1: 6,072 shares; 2025Q2: 6,146 shares 6,146 $109K 0.01% +74 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,155 shares; 2024Q2: 4,790 shares; 2024Q3: 4,699 shares; 2024Q4: 4,534 shares; 2025Q1: 4,553 shares; 2025Q2: 4,126 shares 4,126 $109K 0.01% -427 Timeline NUGO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: 2,966 shares; 2025Q2: 3,014 shares 3,014 $109K 0.01% +48 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 268 shares; 2024Q2: 447 shares; 2024Q3: 647 shares; 2024Q4: 469 shares; 2025Q1: 511 shares; 2025Q2: 622 shares 622 $108K 0.01% +111 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,155 shares; 2024Q2: 14,184 shares; 2024Q3: 8,851 shares; 2024Q4: 3,980 shares; 2025Q1: 2,218 shares; 2025Q2: 1,940 shares 1,940 $107K 0.01% -278 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 863 shares; 2024Q2: 968 shares; 2024Q3: 1,023 shares; 2024Q4: 1,026 shares; 2025Q1: 1,346 shares; 2025Q2: 1,278 shares 1,278 $107K 0.01% -68 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,217 shares; 2024Q2: 5,924 shares; 2024Q3: 6,436 shares; 2024Q4: 7,099 shares; 2025Q1: 5,801 shares; 2025Q2: 5,845 shares 5,845 $106K 0.01% +44 Timeline GSST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: 2,079 shares 2,079 $105K 0.01% +770 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,445 shares; 2024Q2: 2,452 shares; 2024Q3: 2,459 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares 2,131 $105K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,560 shares; 2024Q2: 1,460 shares; 2024Q3: 1,522 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,065 shares 1,065 $105K 0.01% -157 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,509 shares; 2024Q2: 11,509 shares; 2024Q3: 11,509 shares; 2024Q4: 11,509 shares; 2025Q1: 11,509 shares; 2025Q2: 11,509 shares 11,509 $104K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,544 shares; 2024Q2: 4,833 shares; 2024Q3: 2,523 shares; 2024Q4: 1,702 shares; 2025Q1: 1,566 shares; 2025Q2: 845 shares 845 $103K 0.01% -721 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 454 shares; 2024Q2: 733 shares; 2024Q3: 986 shares; 2024Q4: 967 shares; 2025Q1: 1,150 shares; 2025Q2: 1,236 shares 1,236 $102K 0.01% +86 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 474 shares; 2024Q3: 480 shares; 2024Q4: 497 shares; 2025Q1: 466 shares; 2025Q2: 525 shares 525 $101K 0.01% +59 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares 1,930 $101K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,964 shares; 2024Q2: 2,035 shares; 2024Q3: 1,102 shares; 2024Q4: 1,108 shares; 2025Q1: 1,112 shares; 2025Q2: 1,116 shares 1,116 $101K 0.01% +4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 687 shares; 2024Q2: 687 shares; 2024Q3: 722 shares; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 746 shares 746 $100K 0.01% +9 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,113 shares; 2024Q2: 1,874 shares; 2024Q3: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,879 shares; 2025Q2: 1,856 shares 1,856 $100K 0.01% -23 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 468 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 571 shares; 2025Q2: 506 shares 506 $100K 0.01% -65 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,597 shares; 2024Q2: 4,597 shares; 2024Q3: 4,597 shares; 2024Q4: 4,597 shares; 2025Q1: 4,597 shares; 2025Q2: 4,597 shares 4,597 $99.6K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 944 shares; 2024Q3: 816 shares; 2024Q4: 801 shares; 2025Q1: 768 shares; 2025Q2: 747 shares 747 $99.4K 0.01% -21 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,177 shares; 2024Q2: 1,177 shares; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares 1,177 $99.1K 0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 688 shares; 2024Q2: 690 shares; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 695 shares; 2025Q2: 1,940 shares 1,940 $98.8K 0.01% +1,245 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 135 shares; 2024Q4: 510 shares; 2025Q1: 2,539 shares; 2025Q2: 2,537 shares 2,537 $98.8K 0.01% -2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,736 shares; 2024Q2: 703 shares; 2024Q3: 873 shares; 2024Q4: 815 shares; 2025Q1: 709 shares; 2025Q2: 642 shares 642 $97.8K 0.01% -67 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60 shares; 2024Q2: 688 shares; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 904 shares; 2025Q2: 904 shares 904 $97.4K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,584 shares; 2024Q2: 1,440 shares; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares 1,420 $96.2K 0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 13 shares 13 $96K 0.01% -2 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,511 shares; 2024Q2: 24,958 shares; 2024Q3: 13,543 shares; 2024Q4: 5,103 shares; 2025Q1: 3,271 shares; 2025Q2: 2,888 shares 2,888 $95.5K 0.01% -383 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,705 shares; 2024Q2: 3,705 shares; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 2,000 shares 2,000 $94.9K 0.01% -1,705 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,865 shares; 2024Q2: 5,545 shares; 2024Q3: 5,045 shares; 2024Q4: 4,322 shares; 2025Q1: 4,252 shares; 2025Q2: 2,977 shares 2,977 $94.1K 0.01% -1,275 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares 565 $92.1K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 446 shares; 2024Q2: 500 shares; 2024Q3: 425 shares; 2024Q4: 392 shares; 2025Q1: 389 shares; 2025Q2: 389 shares 389 $92.1K 0.01% 0 Timeline HYLS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 2,185 shares; 2025Q2: 2,199 shares 2,199 $91.9K 0.01% +14 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 816 shares; 2024Q3: 1,001 shares; 2024Q4: 764 shares; 2025Q1: 736 shares; 2025Q2: 736 shares 736 $91.6K 0.01% 0 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 397 shares; 2024Q3: 2,237 shares; 2024Q4: 3,157 shares; 2025Q1: 3,567 shares; 2025Q2: 3,374 shares 3,374 $91.3K 0.01% -193 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,762 shares; 2024Q2: 2,762 shares; 2024Q3: 2,762 shares; 2024Q4: 2,712 shares; 2025Q1: 1,743 shares; 2025Q2: 2,190 shares 2,190 $90.5K 0.01% +447 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16 shares; 2024Q2: 1,242 shares; 2024Q3: 1,335 shares; 2024Q4: 1,352 shares; 2025Q1: 1,339 shares; 2025Q2: 1,346 shares 1,346 $90.5K 0.01% +7 Timeline GBIL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,373 shares; 2024Q2: 6,620 shares; 2024Q3: 2,654 shares; 2024Q4: 2,107 shares; 2025Q1: 2,005 shares; 2025Q2: 901 shares 901 $90.2K 0.01% -1,104 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,492 shares; 2024Q2: 4,737 shares; 2024Q3: 4,748 shares; 2024Q4: 6,017 shares; 2025Q1: 5,216 shares; 2025Q2: 4,777 shares 4,777 $90K 0.01% -439 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 335 shares; 2024Q3: 379 shares; 2024Q4: 371 shares; 2025Q1: 459 shares; 2025Q2: 425 shares 425 $90K 0.01% -34 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 357 shares; 2024Q2: 307 shares; 2024Q3: 267 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares 248 $89.8K 0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,697 shares; 2024Q2: 1,697 shares; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares 1,597 $89.6K 0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,810 shares; 2025Q2: 26,810 shares 26,810 $88.5K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 335 shares; 2024Q2: 335 shares; 2024Q3: not reported; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350 $88.5K 0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,000 shares; 2024Q2: 5,030 shares; 2024Q3: 5,097 shares; 2024Q4: 5,164 shares; 2025Q1: 5,350 shares; 2025Q2: 5,405 shares 5,405 $88K 0.01% +55 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,375 shares; 2024Q2: 1,375 shares; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares 1,375 $88K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares 625 $87.5K 0.01% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,002 shares; 2024Q3: 1,003 shares; 2024Q4: 1,004 shares; 2025Q1: 1,005 shares; 2025Q2: 2,606 shares 2,606 $87.5K 0.01% +1,601 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 868 shares; 2024Q2: 837 shares; 2024Q3: 807 shares; 2024Q4: 737 shares; 2025Q1: 725 shares; 2025Q2: 695 shares 695 $87.3K 0.01% -30 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 825 shares; 2024Q3: 9,325 shares; 2024Q4: 9,325 shares; 2025Q1: 650 shares; 2025Q2: 3,370 shares 3,370 $87.1K 0.01% +2,720 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,656 shares; 2024Q2: 1,656 shares; 2024Q3: 1,225 shares; 2024Q4: 624 shares; 2025Q1: 380 shares; 2025Q2: 362 shares 362 $86.9K 0.01% -18 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,538 shares; 2024Q2: 2,538 shares; 2024Q3: 2,538 shares; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares 2,338 $86.8K 0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,251 shares; 2024Q2: 2,261 shares; 2024Q3: 2,261 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,110 shares 2,110 $86.5K 0.01% -152 Timeline