ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836,364 shares; 2024Q4: 3,897,446 shares; 2025Q1: 3,983,609 shares; 2025Q2: 4,267,048 shares; 2025Q3: 4,368,135 shares; 2025Q4: 4,380,579 shares 4,380,579 $191M 12.01% +12,444 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320,203 shares; 2024Q4: 3,561,544 shares; 2025Q1: 3,720,162 shares; 2025Q2: 3,948,757 shares; 2025Q3: 4,306,370 shares; 2025Q4: 4,354,072 shares 4,354,072 $124M 7.78% +47,702 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,686 shares; 2024Q4: 2,329,858 shares; 2025Q1: 2,382,172 shares; 2025Q2: 2,489,469 shares; 2025Q3: 2,495,459 shares; 2025Q4: 2,622,172 shares 2,622,172 $70.6M 4.43% +126,713 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,398 shares; 2024Q4: 79,373 shares; 2025Q1: 81,886 shares; 2025Q2: 94,495 shares; 2025Q3: 95,604 shares; 2025Q4: 96,484 shares 96,484 $60.5M 3.8% +880 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414,558 shares; 2024Q4: 1,382,232 shares; 2025Q1: 1,426,037 shares; 2025Q2: 1,483,136 shares; 2025Q3: 1,534,753 shares; 2025Q4: 1,604,109 shares 1,604,109 $59.4M 3.73% +69,356 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926,735 shares; 2024Q4: 962,243 shares; 2025Q1: 1,013,152 shares; 2025Q2: 1,072,946 shares; 2025Q3: 1,185,694 shares; 2025Q4: 1,252,659 shares 1,252,659 $54.7M 3.43% +66,965 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217,206 shares; 2024Q4: 1,488,438 shares; 2025Q1: 1,549,835 shares; 2025Q2: 1,614,405 shares; 2025Q3: 1,475,609 shares; 2025Q4: 1,467,661 shares 1,467,661 $50.3M 3.15% -7,948 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,511 shares; 2024Q4: 497,495 shares; 2025Q1: 512,877 shares; 2025Q2: 534,527 shares; 2025Q3: 604,002 shares; 2025Q4: 643,484 shares 643,484 $44.7M 2.8% +39,482 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,970 shares; 2025Q3: 1,535,246 shares; 2025Q4: 1,904,709 shares 1,904,709 $38.3M 2.4% +369,463 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,045 shares; 2024Q4: 170,951 shares; 2025Q1: 186,242 shares; 2025Q2: 185,504 shares; 2025Q3: 201,288 shares; 2025Q4: 202,299 shares 202,299 $37.7M 2.37% +1,011 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 314,464 shares; 2025Q1: 329,696 shares; 2025Q2: 348,607 shares; 2025Q3: 541,165 shares; 2025Q4: 559,449 shares 559,449 $34.9M 2.19% +18,284 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 307,124 shares; 2025Q1: 339,924 shares; 2025Q2: 622,371 shares; 2025Q3: 626,905 shares; 2025Q4: 627,230 shares 627,230 $32.2M 2.02% +325 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,296 shares; 2024Q4: 93,072 shares; 2025Q1: 97,201 shares; 2025Q2: 107,054 shares; 2025Q3: 107,538 shares; 2025Q4: 112,242 shares 112,242 $30.5M 1.91% +4,704 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,992 shares; 2024Q4: 448,534 shares; 2025Q1: 470,189 shares; 2025Q2: 509,890 shares; 2025Q3: 568,093 shares; 2025Q4: 581,795 shares 581,795 $27.6M 1.73% +13,702 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,892 shares; 2024Q4: 264,185 shares; 2025Q1: 272,153 shares; 2025Q2: 294,193 shares; 2025Q3: 303,482 shares; 2025Q4: 311,622 shares 311,622 $26.5M 1.66% +8,140 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,627 shares; 2024Q4: 417,628 shares; 2025Q1: 420,506 shares; 2025Q2: 293,335 shares; 2025Q3: 378,411 shares; 2025Q4: 435,810 shares 435,810 $21.9M 1.38% +57,399 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,721 shares; 2024Q4: 373,217 shares; 2025Q1: 378,897 shares; 2025Q2: 392,982 shares; 2025Q3: 399,500 shares; 2025Q4: 409,250 shares 409,250 $21M 1.32% +9,750 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,267 shares; 2024Q4: 38,270 shares; 2025Q1: 39,323 shares; 2025Q2: 41,056 shares; 2025Q3: 41,434 shares; 2025Q4: 41,756 shares 41,756 $20.2M 1.27% +322 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,875 shares; 2024Q4: 342,184 shares; 2025Q1: 375,173 shares; 2025Q2: 408,309 shares; 2025Q3: 438,812 shares; 2025Q4: 505,206 shares 505,206 $19.4M 1.21% +66,394 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,653 shares; 2024Q4: 441,833 shares; 2025Q1: 445,774 shares; 2025Q2: 458,018 shares; 2025Q3: 457,632 shares; 2025Q4: 454,467 shares 454,467 $17.1M 1.07% -3,165 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 22,490 shares; 2025Q1: 22,547 shares; 2025Q2: 24,539 shares; 2025Q3: 24,478 shares; 2025Q4: 24,349 shares 24,349 $16.7M 1.05% -129 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,555 shares; 2024Q4: 21,658 shares; 2025Q1: 21,872 shares; 2025Q2: 24,066 shares; 2025Q3: 23,560 shares; 2025Q4: 23,355 shares 23,355 $15.9M 1% -205 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,192 shares; 2024Q4: 30,656 shares; 2025Q1: 30,698 shares; 2025Q2: 32,256 shares; 2025Q3: 32,588 shares; 2025Q4: 33,067 shares 33,067 $14.9M 0.93% +479 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,307,879 shares; 2024Q4: 2,375,997 shares; 2025Q1: 2,516,462 shares; 2025Q2: 2,417,496 shares; 2025Q3: 714,878 shares; 2025Q4: 649,110 shares 649,110 $14.4M 0.9% -65,768 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,463 shares; 2025Q4: 308,766 shares 308,766 $14.3M 0.9% +8,303 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 20,951 shares; 2025Q1: 22,052 shares; 2025Q2: 26,160 shares; 2025Q3: 27,316 shares; 2025Q4: 27,590 shares 27,590 $13.9M 0.87% +274 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,436 shares; 2024Q4: 37,797 shares; 2025Q1: 39,231 shares; 2025Q2: 45,688 shares; 2025Q3: 44,031 shares; 2025Q4: 43,771 shares 43,771 $13.7M 0.86% -260 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 87,364 shares; 2025Q1: 88,213 shares; 2025Q2: 88,691 shares; 2025Q3: 89,258 shares; 2025Q4: 92,097 shares 92,097 $13.7M 0.86% +2,839 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,524 shares; 2024Q4: 41,453 shares; 2025Q1: 39,667 shares; 2025Q2: 39,561 shares; 2025Q3: 39,107 shares; 2025Q4: 38,628 shares 38,628 $13.4M 0.84% -479 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,264 shares; 2024Q4: 333,658 shares; 2025Q1: 336,339 shares; 2025Q2: 344,388 shares; 2025Q3: 344,318 shares; 2025Q4: 341,109 shares 341,109 $13M 0.82% -3,209 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,927 shares; 2024Q4: 43,440 shares; 2025Q1: 46,212 shares; 2025Q2: 52,098 shares; 2025Q3: 53,196 shares; 2025Q4: 54,303 shares 54,303 $12.5M 0.79% +1,107 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 152,635 shares; 2025Q1: 158,631 shares; 2025Q2: 164,334 shares; 2025Q3: 171,504 shares; 2025Q4: 171,880 shares 171,880 $12.3M 0.77% +376 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,768 shares; 2024Q4: 230,066 shares; 2025Q1: 229,633 shares; 2025Q2: 238,975 shares; 2025Q3: 208,259 shares; 2025Q4: 202,781 shares 202,781 $11.6M 0.73% -5,478 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,012 shares; 2024Q4: 87,223 shares; 2025Q1: 87,296 shares; 2025Q2: 113,557 shares; 2025Q3: 111,670 shares; 2025Q4: 120,002 shares 120,002 $9.63M 0.6% +8,332 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,191 shares; 2024Q4: 26,743 shares; 2025Q1: 27,756 shares; 2025Q2: 29,112 shares; 2025Q3: 29,258 shares; 2025Q4: 29,491 shares 29,491 $9.5M 0.6% +233 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,101 shares; 2024Q4: 112,724 shares; 2025Q1: 110,359 shares; 2025Q2: 110,896 shares; 2025Q3: 107,162 shares; 2025Q4: 103,918 shares 103,918 $9.5M 0.6% -3,244 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 13,657 shares; 2025Q1: 13,785 shares; 2025Q2: 20,851 shares; 2025Q3: 21,231 shares; 2025Q4: 21,687 shares 21,687 $7.61M 0.48% +456 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 35,226 shares; 2025Q1: 35,696 shares; 2025Q2: 35,883 shares; 2025Q3: 36,891 shares; 2025Q4: 37,227 shares 37,227 $7.39M 0.46% +336 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,372 shares; 2024Q4: 80,977 shares; 2025Q1: 88,058 shares; 2025Q2: 131,228 shares; 2025Q3: 147,070 shares; 2025Q4: 152,434 shares 152,434 $6.78M 0.43% +5,364 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,773 shares; 2024Q4: 82,507 shares; 2025Q1: 84,566 shares; 2025Q2: 88,838 shares; 2025Q3: 86,725 shares; 2025Q4: 89,484 shares 89,484 $6.75M 0.42% +2,759 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,574 shares; 2024Q4: 57,028 shares; 2025Q1: 57,604 shares; 2025Q2: 61,428 shares; 2025Q3: 62,671 shares; 2025Q4: 59,785 shares 59,785 $6.66M 0.42% -2,886 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,896 shares; 2024Q4: 169,699 shares; 2025Q1: 160,223 shares; 2025Q2: 165,093 shares; 2025Q3: 169,130 shares; 2025Q4: 168,326 shares 168,326 $6.46M 0.41% -804 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 19,948 shares; 2025Q1: 20,068 shares; 2025Q2: 20,854 shares; 2025Q3: 20,096 shares; 2025Q4: 19,171 shares 19,171 $6.43M 0.4% -925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,692 shares; 2025Q1: 49,024 shares; 2025Q2: 50,338 shares; 2025Q3: 50,864 shares; 2025Q4: 50,940 shares 50,940 $6.2M 0.39% +76 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,641 shares; 2024Q4: 29,637 shares; 2025Q1: 29,449 shares; 2025Q2: 29,233 shares; 2025Q3: 29,236 shares; 2025Q4: 27,045 shares 27,045 $5.94M 0.37% -2,191 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 6,100 shares; 2025Q1: 6,114 shares; 2025Q2: 17,588 shares; 2025Q3: 17,207 shares; 2025Q4: 17,200 shares 17,200 $5.92M 0.37% -7 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,283 shares; 2024Q4: 212,568 shares; 2025Q1: 195,198 shares; 2025Q2: 184,541 shares; 2025Q3: 152,292 shares; 2025Q4: 114,335 shares 114,335 $5.75M 0.36% -37,957 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: 8,045 shares; 2025Q1: 8,309 shares; 2025Q2: 9,050 shares; 2025Q3: 9,135 shares; 2025Q4: 9,144 shares 9,144 $5.62M 0.35% +9 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,704 shares; 2025Q4: 47,793 shares 47,793 $5.5M 0.35% +5,089 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 4,782 shares; 2025Q1: 4,850 shares; 2025Q2: 4,892 shares; 2025Q3: 4,897 shares; 2025Q4: 5,018 shares 5,018 $5.39M 0.34% +121 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 14,754 shares; 2025Q1: 14,775 shares; 2025Q2: 19,905 shares; 2025Q3: 17,208 shares; 2025Q4: 17,133 shares 17,133 $5.38M 0.34% -75 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,178 shares; 2025Q1: 16,173 shares; 2025Q2: 18,155 shares; 2025Q3: 17,943 shares; 2025Q4: 18,302 shares 18,302 $5.31M 0.33% +359 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,531 shares; 2025Q1: 74,430 shares; 2025Q2: 79,391 shares; 2025Q3: 112,780 shares; 2025Q4: 114,265 shares 114,265 $4.86M 0.31% +1,485 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,787 shares; 2024Q4: 84,101 shares; 2025Q1: 89,918 shares; 2025Q2: 96,004 shares; 2025Q3: 100,331 shares; 2025Q4: 105,959 shares 105,959 $4.71M 0.3% +5,628 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,011 shares; 2024Q4: 116,718 shares; 2025Q1: 117,372 shares; 2025Q2: 126,922 shares; 2025Q3: 93,492 shares; 2025Q4: 91,219 shares 91,219 $4.62M 0.29% -2,273 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,510 shares; 2025Q1: 65,133 shares; 2025Q2: 61,984 shares; 2025Q3: 63,041 shares; 2025Q4: 65,569 shares 65,569 $4.55M 0.29% +2,528 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,824 shares; 2024Q4: 56,556 shares; 2025Q1: 56,941 shares; 2025Q2: 57,512 shares; 2025Q3: 55,617 shares; 2025Q4: 199,085 shares 199,085 $3.9M 0.24% +143,468 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 13,824 shares; 2025Q1: 13,777 shares; 2025Q2: 13,520 shares; 2025Q3: 44,409 shares; 2025Q4: 76,269 shares 76,269 $3.75M 0.24% +31,860 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,332 shares; 2024Q4: 9,292 shares; 2025Q1: 9,289 shares; 2025Q2: 12,516 shares; 2025Q3: 9,931 shares; 2025Q4: 9,804 shares 9,804 $3.66M 0.23% -127 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,210 shares; 2024Q4: 42,929 shares; 2025Q1: 39,314 shares; 2025Q2: 39,325 shares; 2025Q3: 39,326 shares; 2025Q4: 39,329 shares 39,329 $3.64M 0.23% +3 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,967 shares 53,967 $3.55M 0.22% new Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,238 shares; 2025Q4: 83,553 shares 83,553 $3.54M 0.22% +1,315 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,830 shares; 2024Q4: 22,508 shares; 2025Q1: 22,686 shares; 2025Q2: 26,055 shares; 2025Q3: 24,409 shares; 2025Q4: 24,614 shares 24,614 $3.5M 0.22% +205 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,631 shares; 2024Q4: 6,521 shares; 2025Q1: 6,548 shares; 2025Q2: 8,152 shares; 2025Q3: 7,381 shares; 2025Q4: 7,239 shares 7,239 $3.48M 0.22% -142 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,118 shares; 2025Q3: 84,824 shares; 2025Q4: 83,725 shares 83,725 $3.46M 0.22% -1,099 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 228,454 shares 228,454 $3.43M 0.21% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 46,623 shares; 2025Q1: 47,385 shares; 2025Q2: 49,768 shares; 2025Q3: 53,538 shares; 2025Q4: 56,155 shares 56,155 $3.37M 0.21% +2,617 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,641 shares; 2025Q3: 102,484 shares; 2025Q4: 129,772 shares 129,772 $3.33M 0.21% +27,288 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,593 shares; 2025Q1: 4,728 shares; 2025Q2: 4,863 shares; 2025Q3: 5,120 shares; 2025Q4: 5,024 shares 5,024 $3.32M 0.21% -96 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 34,606 shares; 2025Q1: 33,688 shares; 2025Q2: 33,281 shares; 2025Q3: 33,248 shares; 2025Q4: 34,813 shares 34,813 $3.28M 0.21% +1,565 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 12,810 shares; 2025Q1: 13,099 shares; 2025Q2: 13,997 shares; 2025Q3: 14,216 shares; 2025Q4: 14,661 shares 14,661 $3.27M 0.21% +445 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,140 shares; 2024Q4: 153,483 shares; 2025Q1: 155,054 shares; 2025Q2: 180,503 shares; 2025Q3: 181,021 shares; 2025Q4: 135,261 shares 135,261 $3.2M 0.2% -45,760 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 12,130 shares; 2025Q1: 12,243 shares; 2025Q2: 12,374 shares; 2025Q3: 13,067 shares; 2025Q4: 14,018 shares 14,018 $3.19M 0.2% +951 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 6,667 shares; 2025Q1: 6,923 shares; 2025Q2: 7,310 shares; 2025Q3: 7,484 shares; 2025Q4: 7,535 shares 7,535 $3.18M 0.2% +51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,629 shares; 2024Q4: 122,663 shares; 2025Q1: 122,835 shares; 2025Q2: 121,462 shares; 2025Q3: 128,793 shares; 2025Q4: 133,728 shares 133,728 $3.11M 0.19% +4,935 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,596 shares; 2024Q4: 90,423 shares; 2025Q1: 88,767 shares; 2025Q2: 96,030 shares; 2025Q3: 99,113 shares; 2025Q4: 93,203 shares 93,203 $3.08M 0.19% -5,910 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 148,182 shares; 2025Q1: 161,492 shares; 2025Q2: 154,078 shares; 2025Q3: 159,244 shares; 2025Q4: 158,548 shares 158,548 $2.99M 0.19% -696 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,300 shares; 2024Q4: 65,300 shares; 2025Q1: 65,300 shares; 2025Q2: 65,300 shares; 2025Q3: 65,300 shares; 2025Q4: 65,300 shares 65,300 $2.94M 0.18% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,455 shares; 2024Q4: 45,494 shares; 2025Q1: 46,235 shares; 2025Q2: 49,766 shares; 2025Q3: 53,620 shares; 2025Q4: 56,926 shares 56,926 $2.9M 0.18% +3,306 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,258 shares; 2024Q4: 92,137 shares; 2025Q1: 93,690 shares; 2025Q2: 99,722 shares; 2025Q3: 108,796 shares; 2025Q4: 115,075 shares 115,075 $2.89M 0.18% +6,279 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 8,561 shares; 2025Q1: 8,726 shares; 2025Q2: 12,581 shares; 2025Q3: 12,089 shares; 2025Q4: 12,093 shares 12,093 $2.76M 0.17% +4 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 1,294 shares; 2025Q4: 1,244 shares 1,244 $2.67M 0.17% -50 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,891 shares; 2024Q4: 78,832 shares; 2025Q1: 75,700 shares; 2025Q2: 76,840 shares; 2025Q3: 75,125 shares; 2025Q4: 79,895 shares 79,895 $2.62M 0.16% +4,770 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,714 shares; 2024Q4: 164,610 shares; 2025Q1: 164,610 shares; 2025Q2: 164,610 shares; 2025Q3: 164,610 shares; 2025Q4: 164,227 shares 164,227 $2.52M 0.16% -383 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,920 shares; 2025Q1: 56,867 shares; 2025Q2: 50,456 shares; 2025Q3: 50,075 shares; 2025Q4: 53,950 shares 53,950 $2.48M 0.16% +3,875 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,089 shares 6,089 $2.45M 0.15% -101 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 7,635 shares; 2025Q1: 8,077 shares; 2025Q2: 8,725 shares; 2025Q3: 9,009 shares; 2025Q4: 9,319 shares 9,319 $2.4M 0.15% +310 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,816 shares; 2025Q1: 4,055 shares; 2025Q2: 4,141 shares; 2025Q3: 4,147 shares; 2025Q4: 4,110 shares 4,110 $2.35M 0.15% -37 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,716 shares; 2024Q4: 52,004 shares; 2025Q1: 52,422 shares; 2025Q2: 51,987 shares; 2025Q3: 51,987 shares; 2025Q4: 51,987 shares 51,987 $2.35M 0.15% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,318 shares; 2024Q4: 16,691 shares; 2025Q1: 16,903 shares; 2025Q2: 17,526 shares; 2025Q3: 16,465 shares; 2025Q4: 16,312 shares 16,312 $2.34M 0.15% -153 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,821 shares; 2024Q4: 13,194 shares; 2025Q1: 13,652 shares; 2025Q2: 14,950 shares; 2025Q3: 15,929 shares; 2025Q4: 15,168 shares 15,168 $2.28M 0.14% -761 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,413 shares; 2024Q4: 43,809 shares; 2025Q1: 50,733 shares; 2025Q2: 50,498 shares; 2025Q3: 50,500 shares; 2025Q4: 40,681 shares 40,681 $2.24M 0.14% -9,819 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 19,650 shares; 2025Q1: 19,659 shares; 2025Q2: 20,958 shares; 2025Q3: 21,199 shares; 2025Q4: 21,447 shares 21,447 $2.22M 0.14% +248 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,218 shares; 2024Q4: 46,602 shares; 2025Q1: 48,038 shares; 2025Q2: 56,892 shares; 2025Q3: 59,845 shares; 2025Q4: 56,264 shares 56,264 $2.2M 0.14% -3,581 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,035 shares; 2024Q4: 15,180 shares; 2025Q1: 15,326 shares; 2025Q2: 16,303 shares; 2025Q3: 14,014 shares; 2025Q4: 13,954 shares 13,954 $2.19M 0.14% -60 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,335 shares; 2025Q1: 2,354 shares; 2025Q2: 2,404 shares; 2025Q3: 2,466 shares; 2025Q4: 2,474 shares 2,474 $2.17M 0.14% +8 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 10,489 shares; 2025Q1: 11,625 shares; 2025Q2: 12,241 shares; 2025Q3: 11,312 shares; 2025Q4: 11,118 shares 11,118 $2.17M 0.14% -194 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 10,107 shares; 2025Q1: 10,634 shares; 2025Q2: 9,873 shares; 2025Q3: 9,998 shares; 2025Q4: 10,170 shares 10,170 $2.1M 0.13% +172 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,096 shares 81,096 $2.08M 0.13% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 14,556 shares; 2025Q1: 14,081 shares; 2025Q2: 13,595 shares; 2025Q3: 20,870 shares; 2025Q4: 21,585 shares 21,585 $2.06M 0.13% +715 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,307 shares; 2025Q1: 2,328 shares; 2025Q2: 2,330 shares; 2025Q3: 2,319 shares; 2025Q4: 2,307 shares 2,307 $1.99M 0.12% -12 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,733 shares; 2024Q4: 16,919 shares; 2025Q1: 16,701 shares; 2025Q2: 16,423 shares; 2025Q3: 16,316 shares; 2025Q4: 16,488 shares 16,488 $1.98M 0.12% +172 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,777 shares; 2025Q1: 4,786 shares; 2025Q2: 4,795 shares; 2025Q3: 4,804 shares; 2025Q4: 4,813 shares 4,813 $1.86M 0.12% +9 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,578 shares 13,578 $1.84M 0.12% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,018 shares; 2025Q1: 1,943 shares; 2025Q2: 2,083 shares; 2025Q3: 2,334 shares; 2025Q4: 2,395 shares 2,395 $1.81M 0.11% +61 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,974 shares; 2024Q4: 9,327 shares; 2025Q1: 9,660 shares; 2025Q2: 11,007 shares; 2025Q3: 11,785 shares; 2025Q4: 10,124 shares 10,124 $1.78M 0.11% -1,661 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 14,640 shares; 2025Q1: 14,418 shares; 2025Q2: 15,229 shares; 2025Q3: 15,330 shares; 2025Q4: 16,294 shares 16,294 $1.75M 0.11% +964 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 3,994 shares; 2025Q1: 4,134 shares; 2025Q2: 4,618 shares; 2025Q3: 4,843 shares; 2025Q4: 4,078 shares 4,078 $1.74M 0.11% -765 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 27,953 shares; 2025Q1: 26,193 shares; 2025Q2: 26,221 shares; 2025Q3: 26,018 shares; 2025Q4: 26,083 shares 26,083 $1.72M 0.11% +65 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 254 shares; 2025Q2: 1,037 shares; 2025Q3: 2,227 shares; 2025Q4: 11,084 shares 11,084 $1.7M 0.11% +8,857 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,671 shares; 2024Q4: 26,671 shares; 2025Q1: 26,671 shares; 2025Q2: 26,471 shares; 2025Q3: 26,271 shares; 2025Q4: 26,271 shares 26,271 $1.68M 0.11% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,978 shares; 2025Q1: 5,801 shares; 2025Q2: 7,415 shares; 2025Q3: 7,571 shares; 2025Q4: 8,998 shares 8,998 $1.65M 0.1% +1,427 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,831 shares; 2024Q4: 20,062 shares; 2025Q1: 20,207 shares; 2025Q2: 19,980 shares; 2025Q3: 20,062 shares; 2025Q4: 20,608 shares 20,608 $1.59M 0.1% +546 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,882 shares; 2024Q4: 40,305 shares; 2025Q1: 40,205 shares; 2025Q2: 40,135 shares; 2025Q3: 38,705 shares; 2025Q4: 36,675 shares 36,675 $1.59M 0.1% -2,030 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,912 shares; 2025Q1: 7,327 shares; 2025Q2: 7,163 shares; 2025Q3: 7,263 shares; 2025Q4: 7,331 shares 7,331 $1.57M 0.1% +68 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 5,597 shares; 2025Q1: 5,707 shares; 2025Q2: 5,356 shares; 2025Q3: 5,129 shares; 2025Q4: 5,452 shares 5,452 $1.56M 0.1% +323 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,073 shares; 2025Q1: 6,371 shares; 2025Q2: 7,256 shares; 2025Q3: 8,143 shares; 2025Q4: 8,741 shares 8,741 $1.55M 0.1% +598 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 7,275 shares; 2025Q1: 7,464 shares; 2025Q2: 5,347 shares; 2025Q3: 4,779 shares; 2025Q4: 4,577 shares 4,577 $1.51M 0.09% -202 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,605 shares; 2025Q2: 17,013 shares; 2025Q3: 26,998 shares; 2025Q4: 29,140 shares 29,140 $1.45M 0.09% +2,142 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,443 shares; 2025Q1: 2,428 shares; 2025Q2: 2,489 shares; 2025Q3: 2,501 shares; 2025Q4: 2,541 shares 2,541 $1.44M 0.09% +40 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 7,244 shares; 2025Q1: 6,781 shares; 2025Q2: 6,775 shares; 2025Q3: 7,286 shares; 2025Q4: 6,666 shares 6,666 $1.4M 0.09% -620 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,683 shares; 2025Q4: 51,697 shares 51,697 $1.4M 0.09% +3,014 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 2,055 shares; 2025Q1: 3,168 shares; 2025Q2: 3,308 shares; 2025Q3: 3,295 shares; 2025Q4: 3,475 shares 3,475 $1.38M 0.09% +180 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 14,411 shares; 2025Q1: 14,471 shares; 2025Q2: 14,977 shares; 2025Q3: 15,077 shares; 2025Q4: 15,232 shares 15,232 $1.36M 0.09% +155 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 2,283 shares; 2025Q1: 2,403 shares; 2025Q2: 2,407 shares; 2025Q3: 2,402 shares; 2025Q4: 2,329 shares 2,329 $1.33M 0.08% -73 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,583 shares; 2025Q1: 1,592 shares; 2025Q2: 1,598 shares; 2025Q3: 1,594 shares; 2025Q4: 1,589 shares 1,589 $1.3M 0.08% -5 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,379 shares; 2024Q4: 7,460 shares; 2025Q1: 7,524 shares; 2025Q2: 7,930 shares; 2025Q3: 8,144 shares; 2025Q4: 8,192 shares 8,192 $1.25M 0.08% +48 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,921 shares; 2025Q1: 3,941 shares; 2025Q2: 3,963 shares; 2025Q3: 4,057 shares; 2025Q4: 4,064 shares 4,064 $1.24M 0.08% +7 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,528 shares; 2024Q4: 13,644 shares; 2025Q1: 13,528 shares; 2025Q2: 13,528 shares; 2025Q3: 13,528 shares; 2025Q4: 13,528 shares 13,528 $1.24M 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 4,664 shares; 2025Q1: 4,737 shares; 2025Q2: 4,597 shares; 2025Q3: 4,377 shares; 2025Q4: 4,652 shares 4,652 $1.23M 0.08% +275 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,377 shares; 2025Q1: 4,421 shares; 2025Q2: 4,763 shares; 2025Q3: 4,777 shares; 2025Q4: 4,788 shares 4,788 $1.21M 0.08% +11 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,246 shares; 2025Q1: 2,472 shares; 2025Q2: 2,474 shares; 2025Q3: 2,487 shares; 2025Q4: 2,480 shares 2,480 $1.21M 0.08% -7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 5,160 shares; 2025Q1: 5,014 shares; 2025Q2: 4,880 shares; 2025Q3: 4,962 shares; 2025Q4: 4,991 shares 4,991 $1.2M 0.08% +29 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,131 shares; 2024Q4: 186,254 shares; 2025Q1: 189,153 shares; 2025Q2: 181,599 shares; 2025Q3: 57,448 shares; 2025Q4: 57,331 shares 57,331 $1.18M 0.07% -117 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,318 shares; 2024Q4: 55,036 shares; 2025Q1: 55,420 shares; 2025Q2: 55,991 shares; 2025Q3: 54,863 shares; 2025Q4: 59,112 shares 59,112 $1.17M 0.07% +4,249 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 13,822 shares; 2025Q1: 15,198 shares; 2025Q2: 17,477 shares; 2025Q3: 16,708 shares; 2025Q4: 16,494 shares 16,494 $1.15M 0.07% -214 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 8,823 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 8,136 shares; 2025Q4: 8,136 shares 8,136 $1.15M 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,491 shares; 2025Q1: 3,439 shares; 2025Q2: 3,442 shares; 2025Q3: 3,466 shares; 2025Q4: 3,925 shares 3,925 $1.13M 0.07% +459 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,141 shares 44,141 $1.13M 0.07% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,007 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $1.12M 0.07% 0 Timeline JULB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,302 shares 43,302 $1.11M 0.07% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 8,408 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares 8,378 $1.09M 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,338 shares; 2024Q4: 13,024 shares; 2025Q1: 12,697 shares; 2025Q2: 14,055 shares; 2025Q3: 14,088 shares; 2025Q4: 12,422 shares 12,422 $1.08M 0.07% -1,666 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 6,211 shares; 2025Q1: 6,126 shares; 2025Q2: 6,297 shares; 2025Q3: 6,280 shares; 2025Q4: 6,270 shares 6,270 $1.07M 0.07% -10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,443 shares; 2025Q1: 4,484 shares; 2025Q2: 4,688 shares; 2025Q3: 4,832 shares; 2025Q4: 4,934 shares 4,934 $1.07M 0.07% +102 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,795 shares; 2025Q1: 2,809 shares; 2025Q2: 2,786 shares; 2025Q3: 2,856 shares; 2025Q4: 2,863 shares 2,863 $1.06M 0.07% +7 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 9,304 shares; 2025Q1: 9,068 shares; 2025Q2: 9,944 shares; 2025Q3: 9,960 shares; 2025Q4: 9,806 shares 9,806 $1.03M 0.06% -154 Timeline APRB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,415 shares 39,415 $1.01M 0.06% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 5,823 shares 5,823 $993K 0.06% +3,663 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 8,859 shares; 2025Q1: 8,948 shares; 2025Q2: 8,637 shares; 2025Q3: 8,659 shares; 2025Q4: 8,251 shares 8,251 $992K 0.06% -408 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892 shares; 2025Q1: 897 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 917 shares 917 $982K 0.06% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,986 shares; 2024Q4: 40,162 shares; 2025Q1: 41,033 shares; 2025Q2: 41,482 shares; 2025Q3: 42,200 shares; 2025Q4: 39,077 shares 39,077 $973K 0.06% -3,123 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 6,648 shares; 2025Q1: 6,497 shares; 2025Q2: 6,462 shares; 2025Q3: 6,547 shares; 2025Q4: 6,772 shares 6,772 $972K 0.06% +225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,379 shares; 2025Q1: 5,383 shares; 2025Q2: 5,524 shares; 2025Q3: 5,514 shares; 2025Q4: 5,622 shares 5,622 $962K 0.06% +108 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,501 shares; 2025Q1: 8,329 shares; 2025Q2: 8,488 shares; 2025Q3: 7,726 shares; 2025Q4: 8,201 shares 8,201 $961K 0.06% +475 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 11,798 shares; 2025Q1: 11,906 shares; 2025Q2: 11,994 shares; 2025Q3: 11,873 shares; 2025Q4: 11,969 shares 11,969 $961K 0.06% +96 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,705 shares; 2025Q1: 8,988 shares; 2025Q2: 9,504 shares; 2025Q3: 9,427 shares; 2025Q4: 9,694 shares 9,694 $933K 0.06% +267 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,290 shares; 2024Q4: 17,803 shares; 2025Q1: 17,709 shares; 2025Q2: 39,629 shares; 2025Q3: 38,316 shares; 2025Q4: 36,778 shares 36,778 $914K 0.06% -1,538 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156,844 shares; 2025Q1: 165,291 shares; 2025Q2: 17,711 shares; 2025Q3: 14,091 shares; 2025Q4: 13,584 shares 13,584 $913K 0.06% -507 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 4,173 shares; 2025Q1: 4,723 shares; 2025Q2: 4,830 shares; 2025Q3: 5,079 shares; 2025Q4: 4,742 shares 4,742 $906K 0.06% -337 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 3,964 shares; 2025Q1: 4,191 shares; 2025Q2: 3,614 shares; 2025Q3: 3,625 shares; 2025Q4: 3,822 shares 3,822 $884K 0.06% +197 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 749 shares; 2025Q1: 783 shares; 2025Q2: 795 shares; 2025Q3: 831 shares; 2025Q4: 9,380 shares 9,380 $879K 0.06% +8,549 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 7,338 shares; 2025Q1: 7,400 shares; 2025Q2: 7,812 shares; 2025Q3: 9,270 shares; 2025Q4: 9,308 shares 9,308 $868K 0.05% +38 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,093 shares; 2025Q1: 3,129 shares; 2025Q2: 3,308 shares; 2025Q3: 3,342 shares; 2025Q4: 3,213 shares 3,213 $862K 0.05% -129 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,108 shares; 2025Q1: 3,140 shares; 2025Q2: 3,360 shares; 2025Q3: 3,273 shares; 2025Q4: 3,269 shares 3,269 $840K 0.05% -4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,893 shares; 2025Q1: 6,983 shares; 2025Q2: 7,610 shares; 2025Q3: 6,657 shares; 2025Q4: 6,588 shares 6,588 $825K 0.05% -69 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 8,197 shares; 2025Q1: 8,202 shares; 2025Q2: 8,282 shares; 2025Q3: not reported; 2025Q4: 9,702 shares 9,702 $821K 0.05% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,750 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares 41,000 $787K 0.05% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,864 shares; 2025Q1: 2,854 shares; 2025Q2: 2,791 shares; 2025Q3: 2,807 shares; 2025Q4: 2,697 shares 2,697 $782K 0.05% -110 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,450 shares; 2024Q4: 28,650 shares; 2025Q1: 28,650 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares 28,650 $745K 0.05% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: 10,388 shares; 2025Q1: 10,388 shares; 2025Q2: 10,578 shares; 2025Q3: 10,578 shares; 2025Q4: 10,694 shares 10,694 $734K 0.05% +116 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,734 shares; 2025Q2: 4,959 shares; 2025Q3: 8,356 shares; 2025Q4: 8,671 shares 8,671 $726K 0.05% +315 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 4,899 shares; 2025Q1: 4,633 shares; 2025Q2: 4,947 shares; 2025Q3: 4,546 shares; 2025Q4: 4,402 shares 4,402 $709K 0.04% -144 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,624 shares; 2024Q4: 34,119 shares; 2025Q1: 30,930 shares; 2025Q2: 29,488 shares; 2025Q3: 14,516 shares; 2025Q4: 11,775 shares 11,775 $708K 0.04% -2,741 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,842 shares; 2025Q2: 9,842 shares; 2025Q3: 9,842 shares; 2025Q4: 10,985 shares 10,985 $708K 0.04% +1,143 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 9,189 shares; 2025Q1: 10,281 shares; 2025Q2: 10,818 shares; 2025Q3: 7,975 shares; 2025Q4: 8,688 shares 8,688 $693K 0.04% +713 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,200 shares; 2025Q1: 2,203 shares; 2025Q2: 2,189 shares; 2025Q3: 2,203 shares; 2025Q4: 2,196 shares 2,196 $686K 0.04% -7 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,572 shares; 2025Q1: 4,748 shares; 2025Q2: 4,944 shares; 2025Q3: 5,001 shares; 2025Q4: 1,542 shares 1,542 $686K 0.04% -3,459 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,629 shares; 2025Q1: 3,590 shares; 2025Q2: 3,121 shares; 2025Q3: 3,094 shares; 2025Q4: 3,092 shares 3,092 $679K 0.04% -2 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 16,537 shares; 2025Q1: 16,102 shares; 2025Q2: 16,102 shares; 2025Q3: 16,102 shares; 2025Q4: 16,102 shares 16,102 $675K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,252 shares; 2025Q1: 1,327 shares; 2025Q2: 1,451 shares; 2025Q3: 1,990 shares; 2025Q4: 2,184 shares 2,184 $673K 0.04% +194 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,589 shares; 2025Q1: 1,681 shares; 2025Q2: 1,999 shares; 2025Q3: 2,099 shares; 2025Q4: 2,177 shares 2,177 $662K 0.04% +78 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 4,229 shares; 2025Q1: 4,608 shares; 2025Q2: 4,547 shares; 2025Q3: 3,968 shares; 2025Q4: 4,099 shares 4,099 $657K 0.04% +131 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 80,224 shares; 2025Q1: 84,033 shares; 2025Q2: 89,392 shares; 2025Q3: 6,146 shares; 2025Q4: 5,739 shares 5,739 $654K 0.04% -407 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,806 shares; 2024Q4: 39,890 shares; 2025Q1: 39,070 shares; 2025Q2: 38,183 shares; 2025Q3: 38,214 shares; 2025Q4: 38,183 shares 38,183 $653K 0.04% -31 Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 42,739 shares; 2025Q1: 42,849 shares; 2025Q2: 42,982 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares 41,682 $645K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,789 shares; 2024Q4: 16,551 shares; 2025Q1: 17,077 shares; 2025Q2: 17,129 shares; 2025Q3: 14,573 shares; 2025Q4: 13,770 shares 13,770 $640K 0.04% -803 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,391 shares; 2025Q1: 1,364 shares; 2025Q2: 1,193 shares; 2025Q3: 1,109 shares; 2025Q4: 1,097 shares 1,097 $636K 0.04% -12 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,637 shares; 2025Q1: 16,637 shares; 2025Q2: 16,637 shares; 2025Q3: 16,637 shares; 2025Q4: 16,637 shares 16,637 $615K 0.04% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,289 shares; 2024Q4: 10,189 shares; 2025Q1: 10,189 shares; 2025Q2: 10,189 shares; 2025Q3: 10,189 shares; 2025Q4: 10,189 shares 10,189 $592K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 6,781 shares; 2025Q1: 6,741 shares; 2025Q2: 13,996 shares; 2025Q3: 13,671 shares; 2025Q4: 5,159 shares 5,159 $587K 0.04% -8,512 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 7,016 shares; 2025Q1: 7,062 shares; 2025Q2: 6,840 shares; 2025Q3: 7,440 shares; 2025Q4: 7,420 shares 7,420 $586K 0.04% -20 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,213 shares; 2025Q1: 8,235 shares; 2025Q2: 7,258 shares; 2025Q3: 7,058 shares; 2025Q4: 7,056 shares 7,056 $584K 0.04% -2 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 11,775 shares; 2025Q1: 22,521 shares; 2025Q2: 21,301 shares; 2025Q3: 21,793 shares; 2025Q4: 24,092 shares 24,092 $579K 0.04% +2,299 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,367 shares; 2025Q1: 1,221 shares; 2025Q2: 1,209 shares; 2025Q3: 1,180 shares; 2025Q4: 1,194 shares 1,194 $577K 0.04% +14 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 4,957 shares; 2025Q3: 4,948 shares; 2025Q4: 4,948 shares 4,948 $574K 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,453 shares 5,453 $573K 0.04% +4 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 5,170 shares; 2025Q1: 5,173 shares; 2025Q2: 5,262 shares; 2025Q3: 4,260 shares; 2025Q4: 4,284 shares 4,284 $569K 0.04% +24 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $559K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,586 shares; 2024Q4: 13,347 shares; 2025Q1: 13,378 shares; 2025Q2: 14,051 shares; 2025Q3: 14,088 shares; 2025Q4: 14,089 shares 14,089 $558K 0.03% +1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,832 shares; 2025Q1: 1,852 shares; 2025Q2: 3,951 shares; 2025Q3: 1,878 shares; 2025Q4: 1,836 shares 1,836 $544K 0.03% -42 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210,200 shares; 2025Q4: 263,200 shares 263,200 $532K 0.03% +53,000 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,092 shares; 2024Q4: 18,623 shares; 2025Q1: 19,223 shares; 2025Q2: 18,665 shares; 2025Q3: 18,453 shares; 2025Q4: 18,579 shares 18,579 $529K 0.03% +126 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,969 shares; 2025Q1: 21,744 shares; 2025Q2: 21,380 shares; 2025Q3: 20,683 shares; 2025Q4: 21,196 shares 21,196 $517K 0.03% +513 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,568 shares; 2025Q1: 7,600 shares; 2025Q2: 7,387 shares; 2025Q3: 7,319 shares; 2025Q4: 7,071 shares 7,071 $505K 0.03% -248 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420,485 shares; 2025Q1: 431,717 shares; 2025Q2: 312,300 shares; 2025Q3: 13,964 shares; 2025Q4: 10,828 shares 10,828 $504K 0.03% -3,136 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,388 shares; 2025Q1: 5,359 shares; 2025Q2: 5,878 shares; 2025Q3: 5,715 shares; 2025Q4: 5,971 shares 5,971 $503K 0.03% +256 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,670 shares; 2025Q1: 1,705 shares; 2025Q2: 1,301 shares; 2025Q3: 1,338 shares; 2025Q4: 1,525 shares 1,525 $499K 0.03% +187 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,317 shares; 2025Q1: 3,536 shares; 2025Q2: 3,581 shares; 2025Q3: 3,567 shares; 2025Q4: 2,547 shares 2,547 $497K 0.03% -1,020 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 15,995 shares; 2025Q1: 17,265 shares; 2025Q2: 17,860 shares; 2025Q3: 18,135 shares; 2025Q4: 19,845 shares 19,845 $495K 0.03% +1,710 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,570 shares; 2025Q1: 2,548 shares; 2025Q2: 2,578 shares; 2025Q3: 2,577 shares; 2025Q4: 2,623 shares 2,623 $493K 0.03% +46 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,460 shares; 2025Q4: 13,035 shares 13,035 $487K 0.03% +5,575 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,062 shares; 2025Q1: 1,076 shares; 2025Q2: 1,052 shares; 2025Q3: 1,051 shares; 2025Q4: 1,053 shares 1,053 $477K 0.03% +2 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,289 shares; 2025Q1: 3,297 shares; 2025Q2: 3,235 shares; 2025Q3: 2,473 shares; 2025Q4: 2,475 shares 2,475 $474K 0.03% +2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,537 shares; 2025Q2: 7,671 shares; 2025Q3: 7,940 shares; 2025Q4: 8,043 shares 8,043 $471K 0.03% +103 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,235 shares; 2024Q4: 12,285 shares; 2025Q1: 12,285 shares; 2025Q2: 12,285 shares; 2025Q3: 12,285 shares; 2025Q4: 12,294 shares 12,294 $470K 0.03% +9 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,054 shares; 2025Q1: 1,097 shares; 2025Q2: 1,044 shares; 2025Q3: 1,154 shares; 2025Q4: 1,091 shares 1,091 $465K 0.03% -63 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 5,908 shares; 2025Q1: 5,708 shares; 2025Q2: 5,264 shares; 2025Q3: 5,581 shares; 2025Q4: 4,957 shares 4,957 $464K 0.03% -624 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,944 shares; 2025Q1: 3,963 shares; 2025Q2: 3,942 shares; 2025Q3: 4,020 shares; 2025Q4: 4,206 shares 4,206 $464K 0.03% +186 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 428 shares; 2025Q1: 354 shares; 2025Q2: 414 shares; 2025Q3: 429 shares; 2025Q4: 430 shares 430 $460K 0.03% +1 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 25,095 shares; 2025Q1: 25,095 shares; 2025Q2: 25,095 shares; 2025Q3: 25,095 shares; 2025Q4: 25,095 shares 25,095 $457K 0.03% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares 4,230 $456K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 13,546 shares; 2025Q1: 13,606 shares; 2025Q2: 13,162 shares; 2025Q3: 13,185 shares; 2025Q4: 16,537 shares 16,537 $454K 0.03% +3,352 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,676 shares; 2025Q1: 2,710 shares; 2025Q2: 2,741 shares; 2025Q3: 2,848 shares; 2025Q4: 2,935 shares 2,935 $451K 0.03% +87 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,218 shares; 2025Q1: 2,220 shares; 2025Q2: 2,165 shares; 2025Q3: 2,159 shares; 2025Q4: 2,154 shares 2,154 $450K 0.03% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,811 shares; 2025Q1: 1,822 shares; 2025Q2: 1,760 shares; 2025Q3: 1,790 shares; 2025Q4: 1,786 shares 1,786 $448K 0.03% -4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,062 shares; 2025Q1: 2,045 shares; 2025Q2: 1,985 shares; 2025Q3: 2,506 shares; 2025Q4: 2,493 shares 2,493 $443K 0.03% -13 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,324 shares; 2025Q1: 23,324 shares; 2025Q2: 23,381 shares; 2025Q3: 23,431 shares; 2025Q4: 22,958 shares 22,958 $441K 0.03% -473 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 539 shares; 2025Q1: 545 shares; 2025Q2: 533 shares; 2025Q3: 541 shares; 2025Q4: 542 shares 542 $438K 0.03% +1 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,978 shares; 2024Q4: 12,430 shares; 2025Q1: 11,585 shares; 2025Q2: 17,647 shares; 2025Q3: 17,944 shares; 2025Q4: 10,746 shares 10,746 $438K 0.03% -7,198 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 3,033 shares; 2025Q1: 2,989 shares; 2025Q2: 2,590 shares; 2025Q3: 2,591 shares; 2025Q4: 2,512 shares 2,512 $436K 0.03% -79 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,679 shares; 2025Q1: 4,691 shares; 2025Q2: 3,638 shares; 2025Q3: 3,645 shares; 2025Q4: 3,646 shares 3,646 $425K 0.03% +1 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,080 shares; 2025Q3: 4,276 shares; 2025Q4: 8,065 shares 8,065 $425K 0.03% +3,789 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,250 shares; 2025Q2: 1,325 shares; 2025Q3: 1,333 shares; 2025Q4: 1,369 shares 1,369 $423K 0.03% +36 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,348 shares; 2025Q1: 9,384 shares; 2025Q2: 9,123 shares; 2025Q3: 8,867 shares; 2025Q4: 8,358 shares 8,358 $422K 0.03% -509 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,140 shares; 2025Q1: 6,355 shares; 2025Q2: 6,853 shares; 2025Q3: 7,698 shares; 2025Q4: 8,958 shares 8,958 $419K 0.03% +1,260 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 810 shares; 2025Q1: 788 shares; 2025Q2: 762 shares; 2025Q3: 905 shares; 2025Q4: 880 shares 880 $417K 0.03% -25 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 1,164 shares; 2025Q1: 1,193 shares; 2025Q2: 1,469 shares; 2025Q3: 1,456 shares; 2025Q4: 1,184 shares 1,184 $416K 0.03% -272 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: not reported; 2025Q1: 4,224 shares; 2025Q2: 4,054 shares; 2025Q3: 4,059 shares; 2025Q4: 4,066 shares 4,066 $415K 0.03% +7 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 4,652 shares; 2025Q1: 7,713 shares; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 12,676 shares 12,676 $414K 0.03% +4,872 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: 2,795 shares; 2025Q2: 2,290 shares; 2025Q3: 2,303 shares; 2025Q4: 2,057 shares 2,057 $411K 0.03% -246 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,770 shares; 2025Q1: 1,858 shares; 2025Q2: 1,813 shares; 2025Q3: 1,809 shares; 2025Q4: 2,190 shares 2,190 $406K 0.03% +381 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 82 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 68 shares; 2025Q4: 75 shares 75 $402K 0.03% +7 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 13,841 shares; 2025Q1: 13,518 shares; 2025Q2: 13,539 shares; 2025Q3: 13,285 shares; 2025Q4: 13,351 shares 13,351 $401K 0.03% +66 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,425 shares; 2025Q3: 9,500 shares; 2025Q4: 10,859 shares 10,859 $401K 0.03% +1,359 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,469 shares; 2025Q1: 4,558 shares; 2025Q2: 4,727 shares; 2025Q3: 4,907 shares; 2025Q4: 4,911 shares 4,911 $399K 0.03% +4 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: 3,298 shares; 2025Q3: 4,810 shares; 2025Q4: 4,818 shares 4,818 $394K 0.02% +8 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 1,615 shares; 2025Q1: 1,336 shares; 2025Q2: 3,019 shares; 2025Q3: 5,006 shares; 2025Q4: 3,911 shares 3,911 $391K 0.02% -1,095 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares; 2025Q4: 8,474 shares 8,474 $388K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,240 shares; 2025Q1: 2,225 shares; 2025Q2: 2,210 shares; 2025Q3: 2,357 shares; 2025Q4: 2,360 shares 2,360 $384K 0.02% +3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 3,227 shares; 2025Q1: 2,977 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,125 shares 3,125 $384K 0.02% +24 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 2,733 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares 2,733 $377K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 760 shares; 2025Q2: 782 shares; 2025Q3: 781 shares; 2025Q4: 731 shares 731 $373K 0.02% -50 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 801 shares; 2025Q1: 782 shares; 2025Q2: 791 shares; 2025Q3: 816 shares; 2025Q4: 793 shares 793 $372K 0.02% -23 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,812 shares; 2025Q1: 4,860 shares; 2025Q2: 5,017 shares; 2025Q3: 5,555 shares; 2025Q4: 5,360 shares 5,360 $372K 0.02% -195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,735 shares; 2024Q4: 15,385 shares; 2025Q1: 14,600 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $372K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,065 shares; 2025Q1: 2,071 shares; 2025Q2: 2,153 shares; 2025Q3: 2,167 shares; 2025Q4: 2,265 shares 2,265 $369K 0.02% +98 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,193 shares; 2024Q4: 9,628 shares; 2025Q1: 9,643 shares; 2025Q2: 10,104 shares; 2025Q3: 10,176 shares; 2025Q4: 14,002 shares 14,002 $367K 0.02% +3,826 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,573 shares; 2025Q4: 1,510 shares 1,510 $366K 0.02% -63 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 766 shares; 2025Q1: 739 shares; 2025Q2: 741 shares; 2025Q3: 731 shares; 2025Q4: 771 shares 771 $359K 0.02% +40 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,528 shares; 2025Q1: 4,373 shares; 2025Q2: 4,338 shares; 2025Q3: 4,385 shares; 2025Q4: 4,657 shares 4,657 $358K 0.02% +272 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,157 shares; 2025Q1: 1,160 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,216 shares 1,216 $357K 0.02% +19 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,649 shares; 2025Q4: 2,783 shares 2,783 $355K 0.02% +134 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,338 shares 18,338 $355K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,598 shares; 2025Q1: 2,529 shares; 2025Q2: 3,565 shares; 2025Q3: 3,720 shares; 2025Q4: 3,695 shares 3,695 $352K 0.02% -25 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1,051 shares; 2025Q1: 1,029 shares; 2025Q2: 1,056 shares; 2025Q3: 1,020 shares; 2025Q4: 1,118 shares 1,118 $349K 0.02% +98 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,294 shares; 2025Q1: 1,273 shares; 2025Q2: 1,289 shares; 2025Q3: 1,278 shares; 2025Q4: 1,270 shares 1,270 $347K 0.02% -8 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 397 shares; 2025Q1: 399 shares; 2025Q2: 437 shares; 2025Q3: 429 shares; 2025Q4: 443 shares 443 $342K 0.02% +14 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,321 shares; 2025Q2: 2,992 shares; 2025Q3: 3,060 shares; 2025Q4: 3,410 shares 3,410 $341K 0.02% +350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,404 shares; 2025Q1: 3,130 shares; 2025Q2: 5,418 shares; 2025Q3: 7,118 shares; 2025Q4: 6,618 shares 6,618 $337K 0.02% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: 2,537 shares; 2025Q3: 2,528 shares; 2025Q4: 2,561 shares 2,561 $336K 0.02% +33 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,557 shares; 2025Q1: 1,737 shares; 2025Q2: 1,772 shares; 2025Q3: 1,754 shares; 2025Q4: 2,197 shares 2,197 $334K 0.02% +443 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 854 shares; 2025Q4: 855 shares 855 $333K 0.02% +1 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,348 shares; 2024Q4: 32,348 shares; 2025Q1: 32,348 shares; 2025Q2: 19,148 shares; 2025Q3: 19,148 shares; 2025Q4: 19,148 shares 19,148 $333K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 24,647 shares; 2025Q1: 3,422 shares; 2025Q2: 2,517 shares; 2025Q3: 2,539 shares; 2025Q4: 4,014 shares 4,014 $332K 0.02% +1,475 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 6,365 shares; 2025Q1: 6,270 shares; 2025Q2: 5,879 shares; 2025Q3: 6,208 shares; 2025Q4: 6,112 shares 6,112 $327K 0.02% -96 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,874 shares; 2025Q1: 4,035 shares; 2025Q2: 4,285 shares; 2025Q3: 4,288 shares; 2025Q4: 4,282 shares 4,282 $326K 0.02% -6 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,068 shares; 2025Q1: 6,070 shares; 2025Q2: 5,327 shares; 2025Q3: 5,029 shares; 2025Q4: 5,441 shares 5,441 $326K 0.02% +412 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,941 shares; 2025Q1: 5,050 shares; 2025Q2: 5,205 shares; 2025Q3: 5,388 shares; 2025Q4: 5,093 shares 5,093 $325K 0.02% -295 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,652 shares; 2025Q1: 3,201 shares; 2025Q2: 3,191 shares; 2025Q3: 3,440 shares; 2025Q4: 3,714 shares 3,714 $318K 0.02% +274 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,947 shares 5,947 $314K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,979 shares; 2025Q1: 2,080 shares; 2025Q2: 1,783 shares; 2025Q3: 1,921 shares; 2025Q4: 1,924 shares 1,924 $313K 0.02% +3 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,833 shares; 2025Q1: 1,372 shares; 2025Q2: 1,396 shares; 2025Q3: 1,486 shares; 2025Q4: 1,494 shares 1,494 $311K 0.02% +8 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,544 shares; 2025Q1: 5,465 shares; 2025Q2: 5,325 shares; 2025Q3: 6,953 shares; 2025Q4: 6,262 shares 6,262 $311K 0.02% -691 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,212 shares; 2025Q1: 1,209 shares; 2025Q2: 1,225 shares; 2025Q3: 1,226 shares; 2025Q4: 1,257 shares 1,257 $311K 0.02% +31 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,280 shares; 2025Q1: 1,295 shares; 2025Q2: 1,483 shares; 2025Q3: 1,191 shares; 2025Q4: 1,200 shares 1,200 $309K 0.02% +9 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,963 shares; 2025Q1: 1,985 shares; 2025Q2: 1,644 shares; 2025Q3: 1,152 shares; 2025Q4: 1,341 shares 1,341 $307K 0.02% +189 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 871 shares; 2025Q1: 1,179 shares; 2025Q2: 1,196 shares; 2025Q3: 1,163 shares; 2025Q4: 1,114 shares 1,114 $307K 0.02% -49 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 856 shares; 2025Q1: 865 shares; 2025Q2: 878 shares; 2025Q3: 887 shares; 2025Q4: 903 shares 903 $304K 0.02% +16 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 369 shares; 2025Q1: 381 shares; 2025Q2: 418 shares; 2025Q3: 407 shares; 2025Q4: 456 shares 456 $302K 0.02% +49 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 630 shares; 2025Q2: 975 shares; 2025Q3: 1,004 shares; 2025Q4: 642 shares 642 $301K 0.02% -362 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 12,817 shares; 2025Q1: 11,994 shares; 2025Q2: 12,347 shares; 2025Q3: 11,597 shares; 2025Q4: 10,486 shares 10,486 $288K 0.02% -1,111 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,371 shares; 2025Q1: 3,313 shares; 2025Q2: 2,984 shares; 2025Q3: 3,030 shares; 2025Q4: 2,973 shares 2,973 $286K 0.02% -57 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 432 shares 432 $282K 0.02% +92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 6,019 shares; 2025Q1: 7,773 shares; 2025Q2: 8,158 shares; 2025Q3: 7,197 shares; 2025Q4: 5,210 shares 5,210 $280K 0.02% -1,987 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 458 shares; 2025Q4: 458 shares 458 $280K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,796 shares; 2025Q1: 1,793 shares; 2025Q2: 1,809 shares; 2025Q3: 1,910 shares; 2025Q4: 1,915 shares 1,915 $276K 0.02% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,937 shares; 2025Q4: 5,761 shares 5,761 $274K 0.02% +824 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,150 shares 8,150 $273K 0.02% new Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 6,550 shares; 2025Q4: 7,300 shares 7,300 $269K 0.02% +750 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,390 shares 7,390 $268K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 3,944 shares; 2025Q1: 3,828 shares; 2025Q2: 2,451 shares; 2025Q3: 3,624 shares; 2025Q4: 2,131 shares 2,131 $263K 0.02% -1,493 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,210 shares; 2025Q2: 15,956 shares; 2025Q3: 19,448 shares; 2025Q4: 19,989 shares 19,989 $262K 0.02% +541 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 5,198 shares; 2025Q1: 5,486 shares; 2025Q2: 5,761 shares; 2025Q3: not reported; 2025Q4: 4,857 shares 4,857 $262K 0.02% new Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,972 shares; 2025Q1: 3,982 shares; 2025Q2: 3,993 shares; 2025Q3: 4,005 shares; 2025Q4: 4,021 shares 4,021 $261K 0.02% +16 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,671 shares; 2025Q1: 1,386 shares; 2025Q2: 1,506 shares; 2025Q3: 1,252 shares; 2025Q4: 747 shares 747 $261K 0.02% -505 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,182 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares 1,233 $261K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 2,436 shares 2,436 $260K 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,874 shares; 2025Q3: 1,960 shares; 2025Q4: 1,948 shares 1,948 $259K 0.02% -12 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 4,096 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 3,738 shares; 2025Q4: 2,598 shares 2,598 $254K 0.02% -1,140 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 2,103 shares; 2025Q1: 2,127 shares; 2025Q2: 2,134 shares; 2025Q3: 2,116 shares; 2025Q4: 2,158 shares 2,158 $253K 0.02% +42 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,825 shares; 2025Q1: 4,258 shares; 2025Q2: 5,012 shares; 2025Q3: 4,909 shares; 2025Q4: 3,409 shares 3,409 $253K 0.02% -1,500 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 414 shares; 2025Q3: 413 shares; 2025Q4: 440 shares 440 $251K 0.02% +27 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares 2,867 $251K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,204 shares; 2025Q1: 1,201 shares; 2025Q2: 1,189 shares; 2025Q3: 1,179 shares; 2025Q4: 1,178 shares 1,178 $250K 0.02% -1 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares 11,735 $249K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 683 shares; 2025Q3: 681 shares; 2025Q4: 703 shares 703 $248K 0.02% +22 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares 2,969 $242K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 890 shares; 2025Q1: 899 shares; 2025Q2: 909 shares; 2025Q3: 901 shares; 2025Q4: 935 shares 935 $242K 0.02% +34 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 5,018 shares; 2025Q1: 5,255 shares; 2025Q2: 5,605 shares; 2025Q3: 5,771 shares; 2025Q4: 4,196 shares 4,196 $242K 0.02% -1,575 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,229 shares; 2025Q1: 2,210 shares; 2025Q2: 2,192 shares; 2025Q3: 2,162 shares; 2025Q4: 2,148 shares 2,148 $241K 0.02% -14 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,132 shares; 2025Q2: 1,130 shares; 2025Q3: 1,186 shares; 2025Q4: 1,180 shares 1,180 $240K 0.02% -6 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,588 shares; 2025Q2: 5,210 shares; 2025Q3: 4,512 shares; 2025Q4: 4,818 shares 4,818 $239K 0.02% +306 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 1,726 shares; 2025Q3: 1,747 shares; 2025Q4: 1,736 shares 1,736 $239K 0.02% -11 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares 2,372 $238K 0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,695 shares 16,695 $236K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 485 shares; 2025Q1: 509 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 479 shares 479 $235K 0.01% -3 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares 1,030 $235K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,361 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares 1,395 $234K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,391 shares; 2025Q2: 2,396 shares; 2025Q3: 2,220 shares; 2025Q4: 2,002 shares 2,002 $231K 0.01% -218 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,582 shares 5,582 $231K 0.01% new Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 7,165 shares; 2025Q1: 7,165 shares; 2025Q2: 7,165 shares; 2025Q3: 7,165 shares; 2025Q4: 5,865 shares 5,865 $229K 0.01% -1,300 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 399 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $228K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 1,442 shares; 2025Q2: 1,444 shares; 2025Q3: 1,548 shares; 2025Q4: 1,528 shares 1,528 $228K 0.01% -20 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 838 shares 838 $227K 0.01% +18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 553 shares; 2025Q1: 514 shares; 2025Q2: 572 shares; 2025Q3: 863 shares; 2025Q4: 915 shares 915 $225K 0.01% +52 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,296 shares; 2025Q1: 1,286 shares; 2025Q2: 1,101 shares; 2025Q3: 1,117 shares; 2025Q4: 1,116 shares 1,116 $225K 0.01% -1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 414 shares; 2025Q1: 421 shares; 2025Q2: 414 shares; 2025Q3: 455 shares; 2025Q4: 430 shares 430 $225K 0.01% -25 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,795 shares 7,795 $220K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,740 shares; 2025Q4: 2,751 shares 2,751 $218K 0.01% +11 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,138 shares; 2025Q4: 4,707 shares 4,707 $216K 0.01% +1,569 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,016 shares; 2025Q1: 3,016 shares; 2025Q2: 3,016 shares; 2025Q3: 3,016 shares; 2025Q4: 3,016 shares 3,016 $216K 0.01% 0 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,170 shares 11,170 $214K 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 2,066 shares; 2025Q1: 2,098 shares; 2025Q2: 2,111 shares; 2025Q3: 2,121 shares; 2025Q4: 2,125 shares 2,125 $212K 0.01% +4 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,923 shares; 2025Q1: not reported; 2025Q2: 10,047 shares; 2025Q3: not reported; 2025Q4: 9,697 shares 9,697 $210K 0.01% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,513 shares; 2025Q1: 5,455 shares; 2025Q2: 5,281 shares; 2025Q3: 4,525 shares; 2025Q4: 4,502 shares 4,502 $207K 0.01% -23 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 9,002 shares; 2025Q1: 9,028 shares; 2025Q2: 6,493 shares; 2025Q3: not reported; 2025Q4: 6,896 shares 6,896 $206K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,913 shares; 2025Q1: 3,385 shares; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares 1,780 $205K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 1,791 shares 1,791 $202K 0.01% -574 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares 2,328 $201K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 507 shares; 2025Q2: 492 shares; 2025Q3: 529 shares; 2025Q4: 523 shares 523 $201K 0.01% -6 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,399 shares; 2024Q4: 44,399 shares; 2025Q1: 44,399 shares; 2025Q2: 44,399 shares; 2025Q3: 44,399 shares; 2025Q4: 44,399 shares 44,399 $186K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,719 shares; 2025Q2: 16,101 shares; 2025Q3: 16,101 shares; 2025Q4: 16,101 shares 16,101 $173K 0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,643 shares; 2024Q4: 25,218 shares; 2025Q1: 10,367 shares; 2025Q2: 10,380 shares; 2025Q3: not reported; 2025Q4: 11,876 shares 11,876 $170K 0.01% new Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,500 shares; 2025Q4: 11,000 shares 11,000 $136K 0.01% +500 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,332 shares; 2025Q4: 10,632 shares 10,632 $111K 0.01% -700 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,608 shares; 2025Q1: 14,651 shares; 2025Q2: 10,388 shares; 2025Q3: 10,397 shares; 2025Q4: 10,407 shares 10,407 $96K 0.01% +10 Timeline EPRX EUPRAXIA PHARMACEUTICALS INC More: the full row for EUPRAXIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $75.5K <0.01% new Timeline