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: 10,636,581 shares; 2024Q4: 32,139,846 shares; 2025Q1: 33,030,817 shares; 2025Q2: 33,526,267 shares; 2025Q3: 34,041,791 shares; 2025Q4: 34,479,165 shares 34,479,165 $939M 21.57% +437,374 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,736,252 shares; 2024Q4: 7,187,622 shares; 2025Q1: 7,958,037 shares; 2025Q2: 8,213,718 shares; 2025Q3: 8,642,784 shares; 2025Q4: 9,274,753 shares 9,274,753 $725M 16.65% +631,969 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: 6,717,911 shares; 2024Q4: 6,867,294 shares; 2025Q1: 7,401,500 shares; 2025Q2: 7,502,020 shares; 2025Q3: 7,686,599 shares; 2025Q4: 7,766,637 shares 7,766,637 $523M 12.02% +80,038 Timeline DFVX 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: 2,777,643 shares; 2024Q4: 3,454,899 shares; 2025Q1: 3,861,905 shares; 2025Q2: 3,979,653 shares; 2025Q3: 4,165,076 shares; 2025Q4: 4,304,199 shares 4,304,199 $337M 7.73% +139,123 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,050 shares; 2024Q4: 35,080 shares; 2025Q1: 37,943 shares; 2025Q2: 37,483 shares; 2025Q3: 82,244 shares; 2025Q4: 3,118,513 shares 3,118,513 $113M 2.59% +3,036,269 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: 328,278 shares; 2024Q4: 333,771 shares; 2025Q1: 337,857 shares; 2025Q2: 339,888 shares; 2025Q3: 347,439 shares; 2025Q4: 338,441 shares 338,441 $94.1M 2.16% -8,998 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: 1,024,048 shares; 2024Q4: 3,064,450 shares; 2025Q1: 3,094,524 shares; 2025Q2: 3,146,484 shares; 2025Q3: 3,147,105 shares; 2025Q4: 3,106,134 shares 3,106,134 $82.8M 1.9% -40,971 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: 94,944 shares; 2024Q4: 92,729 shares; 2025Q1: 94,186 shares; 2025Q2: 86,705 shares; 2025Q3: 81,114 shares; 2025Q4: 77,874 shares 77,874 $49.5M 1.14% -3,240 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887,343 shares; 2024Q4: 1,078,870 shares; 2025Q1: 930,254 shares; 2025Q2: 873,283 shares; 2025Q3: 818,444 shares; 2025Q4: 780,244 shares 780,244 $49.3M 1.13% -38,200 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: 1,325,907 shares; 2024Q4: 1,173,705 shares; 2025Q1: 1,107,233 shares; 2025Q2: 1,068,573 shares; 2025Q3: 1,041,243 shares; 2025Q4: 1,005,708 shares 1,005,708 $43M 0.99% -35,535 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: 197,690 shares; 2024Q4: 195,051 shares; 2025Q1: 200,594 shares; 2025Q2: 216,820 shares; 2025Q3: 213,494 shares; 2025Q4: 215,100 shares 215,100 $39.9M 0.92% +1,606 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: 85,532 shares; 2024Q4: 87,786 shares; 2025Q1: 87,846 shares; 2025Q2: 88,714 shares; 2025Q3: 89,085 shares; 2025Q4: 89,180 shares 89,180 $35.8M 0.82% +95 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: 122,976 shares; 2024Q4: 125,193 shares; 2025Q1: 125,514 shares; 2025Q2: 110,046 shares; 2025Q3: 109,234 shares; 2025Q4: 109,738 shares 109,738 $35.4M 0.81% +504 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,401 shares; 2024Q4: 677,785 shares; 2025Q1: 723,668 shares; 2025Q2: 754,721 shares; 2025Q3: 686,316 shares; 2025Q4: 662,875 shares 662,875 $33.6M 0.77% -23,441 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: 96,869 shares; 2024Q4: 96,500 shares; 2025Q1: 96,045 shares; 2025Q2: 92,557 shares; 2025Q3: 91,929 shares; 2025Q4: 92,494 shares 92,494 $31.5M 0.72% +565 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,927 shares; 2024Q4: 498,755 shares; 2025Q1: 411,565 shares; 2025Q2: 457,706 shares; 2025Q3: 528,346 shares; 2025Q4: 600,200 shares 600,200 $28.3M 0.65% +71,854 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,108 shares; 2024Q4: 720,550 shares; 2025Q1: 1,134,892 shares; 2025Q2: 1,352,414 shares; 2025Q3: 1,465,759 shares; 2025Q4: 808,459 shares 808,459 $28.3M 0.65% -657,300 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,170 shares; 2025Q4: 337,934 shares 337,934 $25.7M 0.59% +189,764 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,784 shares; 2024Q4: 176,547 shares; 2025Q1: 183,894 shares; 2025Q2: 185,300 shares; 2025Q3: 184,764 shares; 2025Q4: 179,998 shares 179,998 $22.8M 0.52% -4,766 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: 209,540 shares; 2024Q4: 208,974 shares; 2025Q1: 220,563 shares; 2025Q2: 221,458 shares; 2025Q3: 222,761 shares; 2025Q4: 220,594 shares 220,594 $21.9M 0.5% -2,167 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: 60,383 shares; 2024Q4: 62,399 shares; 2025Q1: 62,673 shares; 2025Q2: 66,149 shares; 2025Q3: 66,707 shares; 2025Q4: 65,844 shares 65,844 $21.3M 0.49% -863 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: 292,848 shares; 2024Q4: 283,486 shares; 2025Q1: 283,565 shares; 2025Q2: 285,361 shares; 2025Q3: 273,200 shares; 2025Q4: 338,878 shares 338,878 $20.3M 0.47% +65,678 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: 220,464 shares; 2024Q4: 210,482 shares; 2025Q1: 191,959 shares; 2025Q2: 182,189 shares; 2025Q3: 174,434 shares; 2025Q4: 166,672 shares 166,672 $19.6M 0.45% -7,762 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: 75,522 shares; 2024Q4: 79,404 shares; 2025Q1: 81,742 shares; 2025Q2: 81,855 shares; 2025Q3: 84,750 shares; 2025Q4: 89,252 shares 89,252 $18.8M 0.43% +4,502 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: 78,226 shares; 2024Q4: 75,288 shares; 2025Q1: 74,873 shares; 2025Q2: 78,103 shares; 2025Q3: 82,436 shares; 2025Q4: 81,450 shares 81,450 $18.7M 0.43% -986 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: 18,859 shares; 2024Q4: 16,578 shares; 2025Q1: 17,029 shares; 2025Q2: 17,003 shares; 2025Q3: 17,399 shares; 2025Q4: 17,034 shares 17,034 $18M 0.41% -365 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: 289,963 shares; 2024Q4: 670,772 shares; 2025Q1: 656,095 shares; 2025Q2: 700,100 shares; 2025Q3: 688,307 shares; 2025Q4: 682,595 shares 682,595 $17.7M 0.41% -5,712 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: 53,696 shares; 2024Q4: 54,103 shares; 2025Q1: 54,438 shares; 2025Q2: 54,752 shares; 2025Q3: 54,380 shares; 2025Q4: 53,919 shares 53,919 $17.4M 0.4% -461 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 30,781 shares; 2025Q1: 31,046 shares; 2025Q2: 53,275 shares; 2025Q3: 52,965 shares; 2025Q4: 52,356 shares 52,356 $16.6M 0.38% -609 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: 37,820 shares; 2024Q4: 36,994 shares; 2025Q1: 36,218 shares; 2025Q2: 34,567 shares; 2025Q3: 34,216 shares; 2025Q4: 34,474 shares 34,474 $15.7M 0.36% +258 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: 17,464 shares; 2024Q4: 19,550 shares; 2025Q1: 20,187 shares; 2025Q2: 21,075 shares; 2025Q3: 20,969 shares; 2025Q4: 21,061 shares 21,061 $13.9M 0.32% +92 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: 25,509 shares; 2024Q4: 25,750 shares; 2025Q1: 25,887 shares; 2025Q2: 25,972 shares; 2025Q3: 26,303 shares; 2025Q4: 27,306 shares 27,306 $13.9M 0.32% +1,003 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: 75,826 shares; 2024Q4: 77,487 shares; 2025Q1: 88,071 shares; 2025Q2: 88,373 shares; 2025Q3: 86,325 shares; 2025Q4: 92,115 shares 92,115 $13.7M 0.32% +5,790 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: 11,654 shares; 2024Q4: 12,029 shares; 2025Q1: 11,441 shares; 2025Q2: 12,225 shares; 2025Q3: 13,632 shares; 2025Q4: 18,797 shares 18,797 $13M 0.3% +5,165 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: 18,500 shares; 2024Q4: 18,775 shares; 2025Q1: 19,333 shares; 2025Q2: 19,570 shares; 2025Q3: 18,938 shares; 2025Q4: 19,166 shares 19,166 $11.7M 0.27% +228 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: 162,862 shares; 2024Q4: 456,559 shares; 2025Q1: 409,942 shares; 2025Q2: 393,765 shares; 2025Q3: 367,102 shares; 2025Q4: 350,270 shares 350,270 $11.4M 0.26% -16,832 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: 249,911 shares; 2024Q4: 351,998 shares; 2025Q1: 352,741 shares; 2025Q2: 357,736 shares; 2025Q3: 358,376 shares; 2025Q4: 358,688 shares 358,688 $11.3M 0.26% +312 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: 67,633 shares; 2024Q4: 67,966 shares; 2025Q1: 68,233 shares; 2025Q2: 67,817 shares; 2025Q3: 62,845 shares; 2025Q4: 68,227 shares 68,227 $10.9M 0.25% +5,382 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: 11,842 shares; 2024Q4: 12,325 shares; 2025Q1: 12,040 shares; 2025Q2: 12,689 shares; 2025Q3: 13,158 shares; 2025Q4: 15,571 shares 15,571 $10.8M 0.25% +2,413 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: 53,316 shares; 2024Q4: 52,350 shares; 2025Q1: 53,978 shares; 2025Q2: 52,744 shares; 2025Q3: 48,083 shares; 2025Q4: 44,921 shares 44,921 $10.8M 0.25% -3,162 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: 30,204 shares; 2024Q4: 30,030 shares; 2025Q1: 29,526 shares; 2025Q2: 29,522 shares; 2025Q3: 28,499 shares; 2025Q4: 28,079 shares 28,079 $10.6M 0.24% -420 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: 17,609 shares; 2024Q4: 17,332 shares; 2025Q1: 17,563 shares; 2025Q2: 17,755 shares; 2025Q3: 17,584 shares; 2025Q4: 16,916 shares 16,916 $10.5M 0.24% -668 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: 22,608 shares; 2024Q4: 22,356 shares; 2025Q1: 23,242 shares; 2025Q2: 23,250 shares; 2025Q3: 24,963 shares; 2025Q4: 25,221 shares 25,221 $10.4M 0.24% +258 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: 25,844 shares; 2024Q4: 28,351 shares; 2025Q1: 29,021 shares; 2025Q2: 30,288 shares; 2025Q3: 29,543 shares; 2025Q4: 30,015 shares 30,015 $9.99M 0.23% +472 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,498 shares; 2025Q1: 10,400 shares; 2025Q2: 10,382 shares; 2025Q3: 10,036 shares; 2025Q4: 10,015 shares 10,015 $9.78M 0.22% -21 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: 64,963 shares; 2024Q4: 64,465 shares; 2025Q1: 66,206 shares; 2025Q2: 67,902 shares; 2025Q3: 69,601 shares; 2025Q4: 71,622 shares 71,622 $9.4M 0.22% +2,021 Timeline TFI 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: 290,531 shares; 2024Q4: 292,046 shares; 2025Q1: 273,739 shares; 2025Q2: 246,967 shares; 2025Q3: 228,176 shares; 2025Q4: 203,391 shares 203,391 $9.37M 0.22% -24,785 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,954 shares; 2024Q4: 289,119 shares; 2025Q1: 294,081 shares; 2025Q2: 313,740 shares; 2025Q3: 290,141 shares; 2025Q4: 288,335 shares 288,335 $9.25M 0.21% -1,806 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: 46,815 shares; 2024Q4: 45,479 shares; 2025Q1: 46,035 shares; 2025Q2: 46,100 shares; 2025Q3: 47,450 shares; 2025Q4: 45,465 shares 45,465 $9.03M 0.21% -1,985 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: 39,626 shares; 2024Q4: 37,859 shares; 2025Q1: 38,535 shares; 2025Q2: 39,702 shares; 2025Q3: 38,868 shares; 2025Q4: 38,411 shares 38,411 $8.63M 0.2% -457 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: 64,636 shares; 2024Q4: 64,164 shares; 2025Q1: 65,041 shares; 2025Q2: 63,547 shares; 2025Q3: 63,527 shares; 2025Q4: 63,822 shares 63,822 $8.42M 0.19% +295 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: 24,488 shares; 2024Q4: 24,961 shares; 2025Q1: 24,652 shares; 2025Q2: 25,064 shares; 2025Q3: 23,030 shares; 2025Q4: 23,818 shares 23,818 $7.9M 0.18% +788 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: 78,636 shares; 2024Q4: 257,509 shares; 2025Q1: 291,927 shares; 2025Q2: 284,895 shares; 2025Q3: 225,057 shares; 2025Q4: 244,681 shares 244,681 $7.7M 0.18% +19,624 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: 38,398 shares; 2024Q4: 38,996 shares; 2025Q1: 39,584 shares; 2025Q2: 40,796 shares; 2025Q3: 41,180 shares; 2025Q4: 41,118 shares 41,118 $7.44M 0.17% -62 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: 54,388 shares; 2024Q4: 52,800 shares; 2025Q1: 53,517 shares; 2025Q2: 53,350 shares; 2025Q3: 53,726 shares; 2025Q4: 53,836 shares 53,836 $7.37M 0.17% +110 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: 9,228 shares; 2024Q4: 9,316 shares; 2025Q1: 9,409 shares; 2025Q2: 9,440 shares; 2025Q3: 10,258 shares; 2025Q4: 10,140 shares 10,140 $7.36M 0.17% -118 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: 50,243 shares; 2024Q4: 50,587 shares; 2025Q1: 49,735 shares; 2025Q2: 49,570 shares; 2025Q3: 51,514 shares; 2025Q4: 47,907 shares 47,907 $7.24M 0.17% -3,607 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: 29,517 shares; 2024Q4: 29,665 shares; 2025Q1: 28,191 shares; 2025Q2: 27,748 shares; 2025Q3: 27,841 shares; 2025Q4: 28,943 shares 28,943 $6.96M 0.16% +1,102 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: 7,115 shares; 2024Q4: 6,968 shares; 2025Q1: 6,910 shares; 2025Q2: 7,021 shares; 2025Q3: 7,004 shares; 2025Q4: 6,528 shares 6,528 $6.54M 0.15% -476 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: 49,331 shares; 2024Q4: 48,945 shares; 2025Q1: 50,728 shares; 2025Q2: 47,964 shares; 2025Q3: 49,051 shares; 2025Q4: 52,485 shares 52,485 $6.4M 0.15% +3,434 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: 6,561 shares; 2024Q4: 8,234 shares; 2025Q1: 6,657 shares; 2025Q2: 26,926 shares; 2025Q3: 26,799 shares; 2025Q4: 29,605 shares 29,605 $6.11M 0.14% +2,806 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: 24,592 shares; 2024Q4: 24,486 shares; 2025Q1: 24,560 shares; 2025Q2: 24,566 shares; 2025Q3: 24,076 shares; 2025Q4: 25,121 shares 25,121 $5.98M 0.14% +1,045 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: 243,195 shares; 2024Q4: 240,913 shares; 2025Q1: 229,146 shares; 2025Q2: 226,257 shares; 2025Q3: 213,117 shares; 2025Q4: 217,355 shares 217,355 $5.9M 0.14% +4,238 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: 17,377 shares; 2024Q4: 17,284 shares; 2025Q1: 18,011 shares; 2025Q2: 18,450 shares; 2025Q3: 19,025 shares; 2025Q4: 19,585 shares 19,585 $5.85M 0.13% +560 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: 16,037 shares; 2024Q4: 16,418 shares; 2025Q1: 16,835 shares; 2025Q2: 17,125 shares; 2025Q3: 16,714 shares; 2025Q4: 14,700 shares 14,700 $5.66M 0.13% -2,014 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: 74,306 shares; 2024Q4: 73,285 shares; 2025Q1: 76,694 shares; 2025Q2: 76,130 shares; 2025Q3: 75,139 shares; 2025Q4: 69,656 shares 69,656 $5.66M 0.13% -5,483 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: 24,209 shares; 2024Q4: 24,988 shares; 2025Q1: 31,357 shares; 2025Q2: 31,310 shares; 2025Q3: 33,227 shares; 2025Q4: 32,834 shares 32,834 $5.6M 0.13% -393 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: 15,460 shares; 2024Q4: 15,672 shares; 2025Q1: 17,882 shares; 2025Q2: 17,916 shares; 2025Q3: 17,998 shares; 2025Q4: 16,986 shares 16,986 $5.45M 0.13% -1,012 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: 73,470 shares; 2024Q4: 71,354 shares; 2025Q1: 71,589 shares; 2025Q2: 70,388 shares; 2025Q3: 68,583 shares; 2025Q4: 67,740 shares 67,740 $5.35M 0.12% -843 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: 40,962 shares; 2024Q4: 40,868 shares; 2025Q1: 39,128 shares; 2025Q2: 39,237 shares; 2025Q3: 37,908 shares; 2025Q4: 35,080 shares 35,080 $5.35M 0.12% -2,828 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,082 shares; 2024Q4: 84,082 shares; 2025Q1: 84,104 shares; 2025Q2: 78,991 shares; 2025Q3: 78,973 shares; 2025Q4: 78,992 shares 78,992 $5.22M 0.12% +19 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: 18,784 shares; 2024Q4: 19,030 shares; 2025Q1: 20,742 shares; 2025Q2: 21,068 shares; 2025Q3: 21,426 shares; 2025Q4: 21,396 shares 21,396 $5.19M 0.12% -30 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: 13,714 shares; 2024Q4: 13,448 shares; 2025Q1: 12,557 shares; 2025Q2: 11,817 shares; 2025Q3: 11,135 shares; 2025Q4: 11,056 shares 11,056 $5.18M 0.12% -79 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: 27,538 shares; 2024Q4: 69,393 shares; 2025Q1: 68,589 shares; 2025Q2: 69,674 shares; 2025Q3: 70,461 shares; 2025Q4: 69,098 shares 69,098 $5.13M 0.12% -1,363 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: 42,836 shares; 2024Q4: 46,394 shares; 2025Q1: 49,996 shares; 2025Q2: 47,608 shares; 2025Q3: 47,708 shares; 2025Q4: 37,723 shares 37,723 $5.13M 0.12% -9,985 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: 13,397 shares; 2024Q4: 13,701 shares; 2025Q1: 13,849 shares; 2025Q2: 15,605 shares; 2025Q3: 15,586 shares; 2025Q4: 15,438 shares 15,438 $5.05M 0.12% -148 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS 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: 49,844 shares; 2025Q2: 127,626 shares; 2025Q3: 170,577 shares; 2025Q4: 203,705 shares 203,705 $5.04M 0.12% +33,128 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: 6,820 shares; 2024Q4: 6,412 shares; 2025Q1: 6,202 shares; 2025Q2: 6,140 shares; 2025Q3: 6,081 shares; 2025Q4: 60,822 shares 60,822 $5M 0.11% +54,741 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: 92,547 shares; 2024Q4: 112,009 shares; 2025Q1: 117,716 shares; 2025Q2: 133,620 shares; 2025Q3: 165,463 shares; 2025Q4: 105,481 shares 105,481 $4.88M 0.11% -59,982 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,315 shares; 2024Q4: 16,084 shares; 2025Q1: 15,611 shares; 2025Q2: 14,505 shares; 2025Q3: 14,005 shares; 2025Q4: 13,343 shares 13,343 $4.79M 0.11% -662 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,514 shares; 2025Q1: 16,511 shares; 2025Q2: 16,366 shares; 2025Q3: 16,208 shares; 2025Q4: 16,147 shares 16,147 $4.65M 0.11% -61 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: 20,811 shares; 2024Q4: 20,816 shares; 2025Q1: 20,522 shares; 2025Q2: 20,995 shares; 2025Q3: 21,233 shares; 2025Q4: 20,450 shares 20,450 $4.57M 0.1% -783 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: 54,702 shares; 2024Q4: 55,720 shares; 2025Q1: 55,133 shares; 2025Q2: 54,232 shares; 2025Q3: 54,183 shares; 2025Q4: 52,909 shares 52,909 $4.49M 0.1% -1,274 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,396 shares; 2024Q4: 87,396 shares; 2025Q1: 87,396 shares; 2025Q2: 87,396 shares; 2025Q3: 87,396 shares; 2025Q4: 87,396 shares 87,396 $4.45M 0.1% 0 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: 29,789 shares; 2024Q4: 29,040 shares; 2025Q1: 28,430 shares; 2025Q2: 26,698 shares; 2025Q3: 24,844 shares; 2025Q4: 24,152 shares 24,152 $4.42M 0.1% -692 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,062 shares; 2024Q4: 58,024 shares; 2025Q1: 57,992 shares; 2025Q2: 57,934 shares; 2025Q3: 57,910 shares; 2025Q4: 51,710 shares 51,710 $4.37M 0.1% -6,200 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,046 shares; 2024Q4: 37,631 shares; 2025Q1: 36,520 shares; 2025Q2: 36,859 shares; 2025Q3: 35,009 shares; 2025Q4: 28,941 shares 28,941 $4.33M 0.1% -6,068 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: 67,709 shares; 2024Q4: 134,140 shares; 2025Q1: 134,140 shares; 2025Q2: 126,274 shares; 2025Q3: 126,511 shares; 2025Q4: 124,797 shares 124,797 $4.15M 0.1% -1,714 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: 10,943 shares; 2024Q4: 10,200 shares; 2025Q1: 9,873 shares; 2025Q2: 9,010 shares; 2025Q3: 7,498 shares; 2025Q4: 7,610 shares 7,610 $4.13M 0.09% +112 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: 139,892 shares; 2024Q4: 113,133 shares; 2025Q1: 144,064 shares; 2025Q2: 152,063 shares; 2025Q3: 160,851 shares; 2025Q4: 151,659 shares 151,659 $4.13M 0.09% -9,192 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,748 shares; 2024Q4: 65,175 shares; 2025Q1: 65,741 shares; 2025Q2: 65,241 shares; 2025Q3: 63,138 shares; 2025Q4: 61,911 shares 61,911 $4.04M 0.09% -1,227 Timeline SCHC 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: 74,937 shares; 2024Q4: 80,506 shares; 2025Q1: 75,751 shares; 2025Q2: 80,545 shares; 2025Q3: 81,396 shares; 2025Q4: 81,296 shares 81,296 $4M 0.09% -100 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,730 shares; 2024Q4: 36,383 shares; 2025Q1: 38,053 shares; 2025Q2: 38,985 shares; 2025Q3: 36,558 shares; 2025Q4: 34,006 shares 34,006 $3.99M 0.09% -2,552 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,098 shares; 2024Q4: 59,956 shares; 2025Q1: 58,846 shares; 2025Q2: 54,765 shares; 2025Q3: 54,080 shares; 2025Q4: 54,070 shares 54,070 $3.97M 0.09% -10 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: 34,671 shares; 2024Q4: 35,623 shares; 2025Q1: 40,555 shares; 2025Q2: 41,034 shares; 2025Q3: 44,283 shares; 2025Q4: 43,945 shares 43,945 $3.93M 0.09% -338 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: 3,644 shares; 2025Q1: 3,769 shares; 2025Q2: 3,760 shares; 2025Q3: 3,738 shares; 2025Q4: 3,630 shares 3,630 $3.83M 0.09% -108 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: 4,247 shares; 2024Q4: 4,114 shares; 2025Q1: 4,066 shares; 2025Q2: 4,108 shares; 2025Q3: 4,099 shares; 2025Q4: 4,114 shares 4,114 $3.82M 0.09% +15 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: 15,895 shares; 2024Q4: 14,224 shares; 2025Q1: 13,633 shares; 2025Q2: 13,950 shares; 2025Q3: 13,893 shares; 2025Q4: 13,683 shares 13,683 $3.81M 0.09% -210 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: 12,684 shares; 2024Q4: 11,905 shares; 2025Q1: 11,752 shares; 2025Q2: 9,716 shares; 2025Q3: 9,574 shares; 2025Q4: 9,622 shares 9,622 $3.7M 0.08% +48 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: 6,383 shares; 2024Q4: 6,666 shares; 2025Q1: 6,609 shares; 2025Q2: 7,015 shares; 2025Q3: 6,624 shares; 2025Q4: 6,666 shares 6,666 $3.66M 0.08% +42 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: 9,346 shares; 2024Q4: 9,658 shares; 2025Q1: 10,132 shares; 2025Q2: 10,376 shares; 2025Q3: 10,296 shares; 2025Q4: 10,121 shares 10,121 $3.64M 0.08% -175 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: 3,713 shares; 2024Q4: 3,784 shares; 2025Q1: 4,330 shares; 2025Q2: 4,586 shares; 2025Q3: 4,867 shares; 2025Q4: 4,610 shares 4,610 $3.59M 0.08% -257 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: 19,833 shares; 2025Q1: 23,046 shares; 2025Q2: 23,354 shares; 2025Q3: 20,897 shares; 2025Q4: 25,911 shares 25,911 $3.56M 0.08% +5,014 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,779 shares; 2025Q1: 5,887 shares; 2025Q2: 26,563 shares; 2025Q3: 28,225 shares; 2025Q4: 28,434 shares 28,434 $3.46M 0.08% +209 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,008 shares; 2024Q4: 24,299 shares; 2025Q1: 24,277 shares; 2025Q2: 23,637 shares; 2025Q3: 22,429 shares; 2025Q4: 22,170 shares 22,170 $3.37M 0.08% -259 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: 50,559 shares; 2024Q4: 99,908 shares; 2025Q1: 101,715 shares; 2025Q2: 99,876 shares; 2025Q3: 106,349 shares; 2025Q4: 106,835 shares 106,835 $3.3M 0.08% +486 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: 22,546 shares; 2024Q4: 22,350 shares; 2025Q1: 21,573 shares; 2025Q2: 21,188 shares; 2025Q3: 21,155 shares; 2025Q4: 21,146 shares 21,146 $3.29M 0.08% -9 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: 62,852 shares; 2024Q4: 62,670 shares; 2025Q1: 60,300 shares; 2025Q2: 55,485 shares; 2025Q3: 56,274 shares; 2025Q4: 53,486 shares 53,486 $3.25M 0.07% -2,788 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: 70,428 shares; 2024Q4: 72,870 shares; 2025Q1: 76,691 shares; 2025Q2: 58,287 shares; 2025Q3: 57,311 shares; 2025Q4: 56,807 shares 56,807 $3.21M 0.07% -504 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,382 shares; 2024Q4: 34,620 shares; 2025Q1: 31,922 shares; 2025Q2: 31,107 shares; 2025Q3: 29,613 shares; 2025Q4: 30,541 shares 30,541 $3.13M 0.07% +928 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 98,751 shares; 2025Q3: 80,810 shares; 2025Q4: 80,810 shares 80,810 $3.12M 0.07% 0 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: 4,160 shares; 2024Q4: 4,419 shares; 2025Q1: 4,504 shares; 2025Q2: 4,490 shares; 2025Q3: 5,422 shares; 2025Q4: 5,327 shares 5,327 $3.11M 0.07% -95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,193 shares; 2025Q4: 89,517 shares 89,517 $3.1M 0.07% +4,324 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 4 shares 4 $3.05M 0.07% +3 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: 6,394 shares; 2024Q4: 6,450 shares; 2025Q1: 6,797 shares; 2025Q2: 7,182 shares; 2025Q3: 7,778 shares; 2025Q4: 6,531 shares 6,531 $2.97M 0.07% -1,247 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: 57,192 shares; 2024Q4: 57,227 shares; 2025Q1: 55,657 shares; 2025Q2: 56,387 shares; 2025Q3: 61,270 shares; 2025Q4: 59,479 shares 59,479 $2.97M 0.07% -1,791 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: 37,922 shares; 2024Q4: 37,456 shares; 2025Q1: 37,076 shares; 2025Q2: 30,517 shares; 2025Q3: 28,967 shares; 2025Q4: 27,081 shares 27,081 $2.94M 0.07% -1,886 Timeline CVY 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: 109,545 shares; 2024Q4: 110,167 shares; 2025Q1: 107,403 shares; 2025Q2: 102,709 shares; 2025Q3: 100,245 shares; 2025Q4: 101,643 shares 101,643 $2.92M 0.07% +1,398 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,531 shares; 2025Q1: 4,553 shares; 2025Q2: 5,707 shares; 2025Q3: 5,830 shares; 2025Q4: 7,176 shares 7,176 $2.88M 0.07% +1,346 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: 18,855 shares; 2024Q4: 19,395 shares; 2025Q1: 20,027 shares; 2025Q2: 20,370 shares; 2025Q3: 24,214 shares; 2025Q4: 20,131 shares 20,131 $2.88M 0.07% -4,083 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 3,669 shares; 2025Q1: 3,520 shares; 2025Q2: 3,687 shares; 2025Q3: 3,702 shares; 2025Q4: 4,957 shares 4,957 $2.86M 0.07% +1,255 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: 23,072 shares; 2024Q4: 22,386 shares; 2025Q1: 24,070 shares; 2025Q2: 22,264 shares; 2025Q3: 22,771 shares; 2025Q4: 23,140 shares 23,140 $2.81M 0.06% +369 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,431 shares; 2024Q4: 17,574 shares; 2025Q1: 17,638 shares; 2025Q2: 17,370 shares; 2025Q3: 17,289 shares; 2025Q4: 17,637 shares 17,637 $2.78M 0.06% +348 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: 5,065 shares; 2024Q4: 5,394 shares; 2025Q1: 5,596 shares; 2025Q2: 5,923 shares; 2025Q3: 6,128 shares; 2025Q4: 7,045 shares 7,045 $2.78M 0.06% +917 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,213 shares; 2024Q4: 31,050 shares; 2025Q1: 38,870 shares; 2025Q2: 40,898 shares; 2025Q3: 45,619 shares; 2025Q4: 47,885 shares 47,885 $2.74M 0.06% +2,266 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: 26,352 shares; 2024Q4: 26,815 shares; 2025Q1: 27,189 shares; 2025Q2: 27,635 shares; 2025Q3: 27,691 shares; 2025Q4: 26,048 shares 26,048 $2.74M 0.06% -1,643 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,384 shares; 2025Q1: 5,405 shares; 2025Q2: 5,581 shares; 2025Q3: 5,413 shares; 2025Q4: 4,948 shares 4,948 $2.68M 0.06% -465 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: 12,638 shares; 2024Q4: 12,423 shares; 2025Q1: 12,150 shares; 2025Q2: 11,433 shares; 2025Q3: 10,322 shares; 2025Q4: 9,621 shares 9,621 $2.66M 0.06% -701 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: 7,492 shares; 2024Q4: 7,423 shares; 2025Q1: 7,288 shares; 2025Q2: 7,322 shares; 2025Q3: 7,339 shares; 2025Q4: 7,339 shares 7,339 $2.64M 0.06% 0 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: 20,355 shares; 2024Q4: 19,801 shares; 2025Q1: 19,154 shares; 2025Q2: 19,682 shares; 2025Q3: 20,545 shares; 2025Q4: 22,827 shares 22,827 $2.64M 0.06% +2,282 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: 11,377 shares; 2024Q4: 11,680 shares; 2025Q1: 11,630 shares; 2025Q2: 13,361 shares; 2025Q3: 13,404 shares; 2025Q4: 12,610 shares 12,610 $2.63M 0.06% -794 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,869 shares; 2024Q4: 26,722 shares; 2025Q1: 26,430 shares; 2025Q2: 26,381 shares; 2025Q3: 24,998 shares; 2025Q4: 23,161 shares 23,161 $2.61M 0.06% -1,837 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,499 shares; 2024Q4: 15,523 shares; 2025Q1: 14,671 shares; 2025Q2: 14,724 shares; 2025Q3: 13,670 shares; 2025Q4: 13,424 shares 13,424 $2.56M 0.06% -246 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: 14,854 shares; 2024Q4: 62,058 shares; 2025Q1: 80,029 shares; 2025Q2: 75,231 shares; 2025Q3: 80,609 shares; 2025Q4: 81,395 shares 81,395 $2.53M 0.06% +786 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: 25,874 shares; 2024Q4: 25,702 shares; 2025Q1: 26,248 shares; 2025Q2: 26,315 shares; 2025Q3: 21,526 shares; 2025Q4: 12,268 shares 12,268 $2.48M 0.06% -9,258 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: 20,770 shares; 2024Q4: 20,842 shares; 2025Q1: 20,417 shares; 2025Q2: 20,941 shares; 2025Q3: 17,774 shares; 2025Q4: 17,802 shares 17,802 $2.44M 0.06% +28 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: 20,540 shares; 2024Q4: 24,768 shares; 2025Q1: 22,574 shares; 2025Q2: 25,554 shares; 2025Q3: 22,782 shares; 2025Q4: 25,481 shares 25,481 $2.44M 0.06% +2,699 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: 12,999 shares; 2024Q4: 13,086 shares; 2025Q1: 12,972 shares; 2025Q2: 13,300 shares; 2025Q3: 13,196 shares; 2025Q4: 13,388 shares 13,388 $2.44M 0.06% +192 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: 44,158 shares; 2024Q4: 44,656 shares; 2025Q1: 44,279 shares; 2025Q2: 43,432 shares; 2025Q3: 33,357 shares; 2025Q4: 33,870 shares 33,870 $2.43M 0.06% +513 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: 6,147 shares; 2024Q4: 6,428 shares; 2025Q1: 7,196 shares; 2025Q2: 7,122 shares; 2025Q3: 7,108 shares; 2025Q4: 6,963 shares 6,963 $2.43M 0.06% -145 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: 34,923 shares; 2024Q4: 34,464 shares; 2025Q1: 36,696 shares; 2025Q2: 35,823 shares; 2025Q3: 38,295 shares; 2025Q4: 38,746 shares 38,746 $2.4M 0.06% +451 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,399 shares; 2025Q4: 28,241 shares 28,241 $2.37M 0.05% +12,842 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,892 shares; 2024Q4: 198,334 shares; 2025Q1: 192,548 shares; 2025Q2: 186,413 shares; 2025Q3: 185,017 shares; 2025Q4: 204,008 shares 204,008 $2.31M 0.05% +18,991 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: 12,557 shares; 2024Q4: 12,236 shares; 2025Q1: 13,096 shares; 2025Q2: 13,118 shares; 2025Q3: 9,055 shares; 2025Q4: 8,988 shares 8,988 $2.27M 0.05% -67 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 11,862 shares; 2025Q1: 11,090 shares; 2025Q2: 10,629 shares; 2025Q3: 10,905 shares; 2025Q4: 11,780 shares 11,780 $2.26M 0.05% +875 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: 5,190 shares; 2024Q4: 5,582 shares; 2025Q1: 5,714 shares; 2025Q2: 8,487 shares; 2025Q3: 8,474 shares; 2025Q4: 8,441 shares 8,441 $2.24M 0.05% -33 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: 19,924 shares; 2024Q4: 22,926 shares; 2025Q1: 24,543 shares; 2025Q2: 22,535 shares; 2025Q3: 22,940 shares; 2025Q4: 23,115 shares 23,115 $2.17M 0.05% +175 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,545 shares; 2024Q4: 20,530 shares; 2025Q1: 20,530 shares; 2025Q2: 20,535 shares; 2025Q3: 20,572 shares; 2025Q4: 20,591 shares 20,591 $2.15M 0.05% +19 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 180 shares; 2025Q2: 179 shares; 2025Q3: 268 shares; 2025Q4: 266 shares 266 $2.13M 0.05% -2 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: 9,410 shares; 2024Q4: 9,674 shares; 2025Q1: 9,347 shares; 2025Q2: 7,897 shares; 2025Q3: 8,440 shares; 2025Q4: 8,647 shares 8,647 $2.1M 0.05% +207 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 7,779 shares; 2025Q3: 8,354 shares; 2025Q4: 20,632 shares 20,632 $2.1M 0.05% +12,278 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: 12,375 shares; 2024Q4: 12,099 shares; 2025Q1: 11,742 shares; 2025Q2: 11,056 shares; 2025Q3: 11,431 shares; 2025Q4: 11,327 shares 11,327 $2.1M 0.05% -104 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,747 shares; 2024Q4: 30,884 shares; 2025Q1: 38,226 shares; 2025Q2: 35,816 shares; 2025Q3: 36,083 shares; 2025Q4: 37,298 shares 37,298 $2.05M 0.05% +1,215 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: 24,637 shares; 2024Q4: 24,690 shares; 2025Q1: 24,296 shares; 2025Q2: 23,564 shares; 2025Q3: 18,158 shares; 2025Q4: 18,438 shares 18,438 $2.04M 0.05% +280 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,880 shares 23,880 $1.99M 0.05% 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: 33,864 shares; 2024Q4: 28,333 shares; 2025Q1: 27,781 shares; 2025Q2: 27,326 shares; 2025Q3: 26,666 shares; 2025Q4: 24,948 shares 24,948 $1.95M 0.04% -1,718 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: 3,773 shares; 2024Q4: 3,836 shares; 2025Q1: 3,753 shares; 2025Q2: 3,854 shares; 2025Q3: 3,748 shares; 2025Q4: 3,967 shares 3,967 $1.94M 0.04% +219 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,654 shares; 2024Q4: 7,641 shares; 2025Q1: 8,526 shares; 2025Q2: 8,373 shares; 2025Q3: 8,082 shares; 2025Q4: 8,597 shares 8,597 $1.91M 0.04% +515 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,050 shares; 2024Q4: 84,966 shares; 2025Q1: 58,483 shares; 2025Q2: 55,855 shares; 2025Q3: 53,223 shares; 2025Q4: 54,930 shares 54,930 $1.9M 0.04% +1,707 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,875 shares; 2024Q4: 12,029 shares; 2025Q1: 11,980 shares; 2025Q2: 11,855 shares; 2025Q3: 11,901 shares; 2025Q4: 12,843 shares 12,843 $1.88M 0.04% +942 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 1,775 shares; 2025Q1: 1,701 shares; 2025Q2: 1,658 shares; 2025Q3: 1,583 shares; 2025Q4: 1,567 shares 1,567 $1.88M 0.04% -16 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,240 shares; 2024Q4: 108,356 shares; 2025Q1: 105,253 shares; 2025Q2: 105,281 shares; 2025Q3: 101,099 shares; 2025Q4: 103,354 shares 103,354 $1.87M 0.04% +2,255 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: 7,670 shares; 2024Q4: 7,957 shares; 2025Q1: 7,774 shares; 2025Q2: 8,015 shares; 2025Q3: 8,040 shares; 2025Q4: 7,843 shares 7,843 $1.87M 0.04% -197 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,449 shares; 2024Q4: 21,533 shares; 2025Q1: 21,610 shares; 2025Q2: 21,560 shares; 2025Q3: 21,381 shares; 2025Q4: 21,324 shares 21,324 $1.83M 0.04% -57 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: 12,713 shares; 2024Q4: 13,186 shares; 2025Q1: 12,892 shares; 2025Q2: 12,881 shares; 2025Q3: 13,383 shares; 2025Q4: 11,649 shares 11,649 $1.82M 0.04% -1,734 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: 23,727 shares; 2024Q4: 23,739 shares; 2025Q1: 23,814 shares; 2025Q2: 23,826 shares; 2025Q3: 27,155 shares; 2025Q4: 26,867 shares 26,867 $1.8M 0.04% -288 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 5,383 shares; 2025Q1: 5,643 shares; 2025Q2: 5,567 shares; 2025Q3: 5,518 shares; 2025Q4: 5,568 shares 5,568 $1.8M 0.04% +50 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: 29,282 shares; 2024Q4: 27,533 shares; 2025Q1: 30,527 shares; 2025Q2: 18,492 shares; 2025Q3: 17,810 shares; 2025Q4: 17,797 shares 17,797 $1.78M 0.04% -13 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: 16,090 shares; 2024Q4: 16,560 shares; 2025Q1: 16,515 shares; 2025Q2: 16,434 shares; 2025Q3: 16,281 shares; 2025Q4: 16,372 shares 16,372 $1.76M 0.04% +91 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 876 shares; 2025Q1: 1,085 shares; 2025Q2: 1,203 shares; 2025Q3: 1,191 shares; 2025Q4: 1,220 shares 1,220 $1.76M 0.04% +29 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 17,025 shares; 2025Q1: 17,856 shares; 2025Q2: 16,946 shares; 2025Q3: 15,989 shares; 2025Q4: 9,128 shares 9,128 $1.74M 0.04% -6,861 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: 25,563 shares; 2024Q4: 25,019 shares; 2025Q1: 26,639 shares; 2025Q2: 26,002 shares; 2025Q3: 27,389 shares; 2025Q4: 26,200 shares 26,200 $1.71M 0.04% -1,189 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: 19,964 shares; 2024Q4: 19,194 shares; 2025Q1: 17,424 shares; 2025Q2: 17,360 shares; 2025Q3: 16,499 shares; 2025Q4: 16,763 shares 16,763 $1.71M 0.04% +264 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,087 shares; 2024Q4: 10,757 shares; 2025Q1: 9,357 shares; 2025Q2: 8,079 shares; 2025Q3: 7,873 shares; 2025Q4: 8,440 shares 8,440 $1.69M 0.04% +567 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: 22,738 shares; 2024Q4: 22,441 shares; 2025Q1: 22,435 shares; 2025Q2: 21,622 shares; 2025Q3: 21,959 shares; 2025Q4: 21,919 shares 21,919 $1.67M 0.04% -40 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: 8,935 shares; 2024Q4: 8,893 shares; 2025Q1: 15,187 shares; 2025Q2: 20,278 shares; 2025Q3: 23,713 shares; 2025Q4: 28,449 shares 28,449 $1.65M 0.04% +4,736 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 11,591 shares; 2025Q1: 10,837 shares; 2025Q2: 10,219 shares; 2025Q3: 10,105 shares; 2025Q4: 10,347 shares 10,347 $1.61M 0.04% +242 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: 112,057 shares; 2024Q4: 111,097 shares; 2025Q1: 150,092 shares; 2025Q2: 137,672 shares; 2025Q3: 133,323 shares; 2025Q4: 137,566 shares 137,566 $1.57M 0.04% +4,243 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: 5,633 shares; 2024Q4: 6,572 shares; 2025Q1: 6,708 shares; 2025Q2: 6,834 shares; 2025Q3: 6,517 shares; 2025Q4: 6,880 shares 6,880 $1.56M 0.04% +363 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: 3,804 shares; 2024Q4: 4,054 shares; 2025Q1: 4,467 shares; 2025Q2: 4,215 shares; 2025Q3: 5,115 shares; 2025Q4: 5,076 shares 5,076 $1.56M 0.04% -39 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,002 shares; 2025Q1: 2,001 shares; 2025Q2: 1,955 shares; 2025Q3: 3,692 shares; 2025Q4: 3,719 shares 3,719 $1.54M 0.04% +27 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,353 shares; 2024Q4: 25,517 shares; 2025Q1: 20,830 shares; 2025Q2: 19,590 shares; 2025Q3: 17,394 shares; 2025Q4: 16,805 shares 16,805 $1.54M 0.04% -589 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: 10,579 shares; 2024Q4: 11,803 shares; 2025Q1: 14,086 shares; 2025Q2: 13,528 shares; 2025Q3: 12,383 shares; 2025Q4: 12,526 shares 12,526 $1.54M 0.04% +143 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: 4,256 shares; 2024Q4: 4,270 shares; 2025Q1: 4,500 shares; 2025Q2: 4,666 shares; 2025Q3: 4,726 shares; 2025Q4: 4,794 shares 4,794 $1.54M 0.04% +68 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,974 shares; 2024Q4: 33,034 shares; 2025Q1: 33,007 shares; 2025Q2: 33,024 shares; 2025Q3: 33,159 shares; 2025Q4: 36,558 shares 36,558 $1.53M 0.04% +3,399 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: 24,799 shares; 2024Q4: 23,075 shares; 2025Q1: 26,580 shares; 2025Q2: 22,510 shares; 2025Q3: 23,298 shares; 2025Q4: 25,823 shares 25,823 $1.53M 0.04% +2,525 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: 10,187 shares; 2024Q4: 11,305 shares; 2025Q1: 11,762 shares; 2025Q2: 11,550 shares; 2025Q3: 12,150 shares; 2025Q4: 12,281 shares 12,281 $1.5M 0.03% +131 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: 8,486 shares; 2024Q4: 8,450 shares; 2025Q1: 8,490 shares; 2025Q2: 8,802 shares; 2025Q3: 8,832 shares; 2025Q4: 9,315 shares 9,315 $1.47M 0.03% +483 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,354 shares; 2025Q1: 3,436 shares; 2025Q2: 3,620 shares; 2025Q3: 3,662 shares; 2025Q4: 3,848 shares 3,848 $1.44M 0.03% +186 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 16,297 shares; 2025Q1: 13,914 shares; 2025Q2: 13,914 shares; 2025Q3: 13,944 shares; 2025Q4: 13,841 shares 13,841 $1.43M 0.03% -103 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 16,472 shares; 2025Q4: 13,104 shares 13,104 $1.41M 0.03% -3,368 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,193 shares; 2024Q4: 26,789 shares; 2025Q1: 24,093 shares; 2025Q2: 24,249 shares; 2025Q3: 23,277 shares; 2025Q4: 23,308 shares 23,308 $1.4M 0.03% +31 Timeline LSBK LAKE SHORE BANCORP INC More: the full row for LAKE SHORE BANCORP 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: 105,250 shares; 2025Q4: 88,021 shares 88,021 $1.35M 0.03% -17,229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,757 shares 32,757 $1.35M 0.03% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 9,508 shares; 2025Q1: 10,412 shares; 2025Q2: 9,881 shares; 2025Q3: 8,298 shares; 2025Q4: 8,152 shares 8,152 $1.34M 0.03% -146 Timeline XMAR 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: 40,794 shares; 2024Q4: 39,845 shares; 2025Q1: 38,649 shares; 2025Q2: 38,649 shares; 2025Q3: 35,751 shares; 2025Q4: 33,090 shares 33,090 $1.33M 0.03% -2,661 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: 3,299 shares; 2024Q4: 3,270 shares; 2025Q1: 3,228 shares; 2025Q2: 2,940 shares; 2025Q3: 2,883 shares; 2025Q4: 3,024 shares 3,024 $1.33M 0.03% +141 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,497 shares; 2024Q4: 20,429 shares; 2025Q1: 22,236 shares; 2025Q2: 24,499 shares; 2025Q3: 25,624 shares; 2025Q4: 30,479 shares 30,479 $1.32M 0.03% +4,855 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: 728 shares; 2024Q4: 789 shares; 2025Q1: 802 shares; 2025Q2: 1,047 shares; 2025Q3: 1,057 shares; 2025Q4: 933 shares 933 $1.32M 0.03% -124 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: 3,591 shares; 2024Q4: 3,730 shares; 2025Q1: 3,727 shares; 2025Q2: 5,538 shares; 2025Q3: 5,681 shares; 2025Q4: 5,574 shares 5,574 $1.29M 0.03% -107 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: 19,346 shares; 2024Q4: 16,260 shares; 2025Q1: 15,750 shares; 2025Q2: 14,521 shares; 2025Q3: 13,051 shares; 2025Q4: 12,432 shares 12,432 $1.28M 0.03% -619 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: 8,335 shares; 2024Q4: 9,612 shares; 2025Q1: 10,061 shares; 2025Q2: 9,927 shares; 2025Q3: 10,555 shares; 2025Q4: 10,498 shares 10,498 $1.27M 0.03% -57 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,131 shares; 2024Q4: 23,171 shares; 2025Q1: 22,384 shares; 2025Q2: 26,440 shares; 2025Q3: 27,448 shares; 2025Q4: 28,390 shares 28,390 $1.26M 0.03% +942 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,073 shares; 2024Q4: 15,125 shares; 2025Q1: 16,914 shares; 2025Q2: 16,326 shares; 2025Q3: 17,185 shares; 2025Q4: 16,654 shares 16,654 $1.25M 0.03% -531 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,472 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 18,472 shares; 2025Q3: 18,472 shares; 2025Q4: 18,472 shares 18,472 $1.25M 0.03% 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: 4,628 shares; 2024Q4: 4,551 shares; 2025Q1: 4,169 shares; 2025Q2: 4,154 shares; 2025Q3: 4,181 shares; 2025Q4: 4,153 shares 4,153 $1.25M 0.03% -28 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,722 shares; 2025Q1: 3,405 shares; 2025Q2: 3,460 shares; 2025Q3: 3,427 shares; 2025Q4: 3,420 shares 3,420 $1.24M 0.03% -7 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: 2,323 shares; 2024Q4: 2,356 shares; 2025Q1: 2,205 shares; 2025Q2: 2,206 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares 2,459 $1.23M 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,723 shares; 2024Q4: 11,662 shares; 2025Q1: 11,179 shares; 2025Q2: 10,302 shares; 2025Q3: 9,469 shares; 2025Q4: 9,295 shares 9,295 $1.23M 0.03% -174 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 7,765 shares; 2025Q1: 8,524 shares; 2025Q2: 8,645 shares; 2025Q3: 8,358 shares; 2025Q4: 8,067 shares 8,067 $1.2M 0.03% -291 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: 4,649 shares; 2025Q1: 5,139 shares; 2025Q2: 5,120 shares; 2025Q3: 5,124 shares; 2025Q4: 5,175 shares 5,175 $1.2M 0.03% +51 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 18,218 shares; 2025Q1: 18,210 shares; 2025Q2: 18,227 shares; 2025Q3: 18,264 shares; 2025Q4: 18,254 shares 18,254 $1.19M 0.03% -10 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: 1,391 shares; 2024Q4: 1,419 shares; 2025Q1: 1,424 shares; 2025Q2: 1,374 shares; 2025Q3: 1,354 shares; 2025Q4: 2,680 shares 2,680 $1.19M 0.03% +1,326 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: 2,220 shares; 2024Q4: 2,236 shares; 2025Q1: 2,300 shares; 2025Q2: 2,319 shares; 2025Q3: 2,297 shares; 2025Q4: 2,610 shares 2,610 $1.19M 0.03% +313 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,831 shares; 2025Q1: 4,687 shares; 2025Q2: 4,608 shares; 2025Q3: 4,040 shares; 2025Q4: 3,854 shares 3,854 $1.19M 0.03% -186 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: 41,189 shares; 2024Q4: 36,684 shares; 2025Q1: 36,099 shares; 2025Q2: 36,927 shares; 2025Q3: 30,801 shares; 2025Q4: 23,035 shares 23,035 $1.17M 0.03% -7,766 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,143 shares; 2024Q4: 7,120 shares; 2025Q1: 6,626 shares; 2025Q2: 6,723 shares; 2025Q3: 6,991 shares; 2025Q4: 6,721 shares 6,721 $1.16M 0.03% -270 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 3,237 shares; 2025Q1: 2,983 shares; 2025Q2: 2,902 shares; 2025Q3: 3,201 shares; 2025Q4: 3,392 shares 3,392 $1.15M 0.03% +191 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: 1,574 shares; 2024Q4: 1,600 shares; 2025Q1: 1,592 shares; 2025Q2: 1,617 shares; 2025Q3: 1,616 shares; 2025Q4: 1,613 shares 1,613 $1.14M 0.03% -3 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: 1,176 shares; 2024Q4: 1,170 shares; 2025Q1: 1,166 shares; 2025Q2: 1,182 shares; 2025Q3: 1,177 shares; 2025Q4: 1,180 shares 1,180 $1.12M 0.03% +3 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: 5,049 shares; 2024Q4: 5,536 shares; 2025Q1: 5,940 shares; 2025Q2: 5,809 shares; 2025Q3: 5,377 shares; 2025Q4: 6,149 shares 6,149 $1.11M 0.03% +772 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 3,732 shares; 2025Q1: 3,718 shares; 2025Q2: 3,472 shares; 2025Q3: 3,512 shares; 2025Q4: 3,318 shares 3,318 $1.11M 0.03% -194 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: 4,747 shares; 2024Q4: 4,812 shares; 2025Q1: 5,360 shares; 2025Q2: 5,050 shares; 2025Q3: 4,925 shares; 2025Q4: 5,753 shares 5,753 $1.1M 0.03% +828 Timeline CWI 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: 39,730 shares; 2024Q4: 38,408 shares; 2025Q1: 38,369 shares; 2025Q2: 35,362 shares; 2025Q3: 29,838 shares; 2025Q4: 28,227 shares 28,227 $1.09M 0.02% -1,611 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,743 shares; 2024Q4: 29,995 shares; 2025Q1: 30,367 shares; 2025Q2: 30,615 shares; 2025Q3: 30,092 shares; 2025Q4: 30,197 shares 30,197 $1.08M 0.02% +105 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,765 shares; 2025Q1: 3,458 shares; 2025Q2: 3,495 shares; 2025Q3: 3,835 shares; 2025Q4: 7,651 shares 7,651 $1.08M 0.02% +3,816 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: 7,126 shares; 2024Q4: 7,158 shares; 2025Q1: 6,834 shares; 2025Q2: 7,024 shares; 2025Q3: 7,249 shares; 2025Q4: 7,872 shares 7,872 $1.07M 0.02% +623 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: 37,414 shares; 2024Q4: 31,078 shares; 2025Q1: 29,180 shares; 2025Q2: 27,469 shares; 2025Q3: 24,713 shares; 2025Q4: 17,808 shares 17,808 $1.07M 0.02% -6,905 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 17,538 shares; 2025Q1: 15,786 shares; 2025Q2: 13,131 shares; 2025Q3: 12,471 shares; 2025Q4: 12,232 shares 12,232 $1.06M 0.02% -239 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: 4,831 shares; 2024Q4: 4,538 shares; 2025Q1: 4,369 shares; 2025Q2: 4,347 shares; 2025Q3: 4,081 shares; 2025Q4: 3,721 shares 3,721 $1.05M 0.02% -360 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,478 shares; 2024Q4: 21,030 shares; 2025Q1: 17,924 shares; 2025Q2: 17,168 shares; 2025Q3: 19,235 shares; 2025Q4: 19,321 shares 19,321 $1.05M 0.02% +86 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 5,088 shares; 2025Q1: 5,253 shares; 2025Q2: 5,688 shares; 2025Q3: 4,928 shares; 2025Q4: 13,482 shares 13,482 $1.04M 0.02% +8,554 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: 15,477 shares; 2024Q4: 15,555 shares; 2025Q1: 15,304 shares; 2025Q2: 14,551 shares; 2025Q3: 14,522 shares; 2025Q4: 14,510 shares 14,510 $1.02M 0.02% -12 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 17,236 shares; 2025Q1: 19,807 shares; 2025Q2: 19,948 shares; 2025Q3: 20,301 shares; 2025Q4: 21,681 shares 21,681 $1.02M 0.02% +1,380 Timeline DES 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: 35,420 shares; 2024Q4: 32,893 shares; 2025Q1: 33,228 shares; 2025Q2: 29,871 shares; 2025Q3: 28,450 shares; 2025Q4: 26,966 shares 26,966 $1.02M 0.02% -1,484 Timeline ESGV 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: 7,169 shares; 2024Q4: 6,980 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,119 shares; 2025Q4: 8,342 shares 8,342 $1.01M 0.02% +1,223 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: 9,337 shares; 2024Q4: 9,676 shares; 2025Q1: 10,739 shares; 2025Q2: 10,431 shares; 2025Q3: 8,867 shares; 2025Q4: 13,645 shares 13,645 $1.01M 0.02% +4,778 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 11,129 shares; 2025Q1: 11,131 shares; 2025Q2: 10,778 shares; 2025Q3: 10,856 shares; 2025Q4: 10,621 shares 10,621 $1M 0.02% -235 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 12,655 shares; 2025Q1: 13,849 shares; 2025Q2: 15,383 shares; 2025Q3: 15,578 shares; 2025Q4: 15,801 shares 15,801 $999K 0.02% +223 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 5,972 shares; 2025Q1: 6,969 shares; 2025Q2: 6,627 shares; 2025Q3: 6,882 shares; 2025Q4: 18,739 shares 18,739 $998K 0.02% +11,857 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,294 shares; 2025Q4: 9,783 shares 9,783 $996K 0.02% +1,489 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: 9,284 shares; 2024Q4: 9,225 shares; 2025Q1: 9,323 shares; 2025Q2: 9,125 shares; 2025Q3: 9,473 shares; 2025Q4: 9,903 shares 9,903 $976K 0.02% +430 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: 10,486 shares; 2024Q4: 10,886 shares; 2025Q1: 14,392 shares; 2025Q2: 14,669 shares; 2025Q3: 13,730 shares; 2025Q4: 12,843 shares 12,843 $960K 0.02% -887 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: 12,774 shares; 2024Q4: 12,629 shares; 2025Q1: 12,632 shares; 2025Q2: 12,674 shares; 2025Q3: 12,557 shares; 2025Q4: 12,916 shares 12,916 $944K 0.02% +359 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: 4,725 shares; 2024Q4: 3,956 shares; 2025Q1: 3,243 shares; 2025Q2: 3,524 shares; 2025Q3: 3,547 shares; 2025Q4: 3,513 shares 3,513 $918K 0.02% -34 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,093 shares; 2025Q4: 2,127 shares 2,127 $913K 0.02% +34 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,119 shares; 2025Q1: 3,201 shares; 2025Q2: 3,251 shares; 2025Q3: 3,021 shares; 2025Q4: 2,448 shares 2,448 $904K 0.02% -573 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: 8,842 shares; 2024Q4: 9,420 shares; 2025Q1: 13,831 shares; 2025Q2: 13,800 shares; 2025Q3: 14,867 shares; 2025Q4: 14,123 shares 14,123 $903K 0.02% -744 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: 23,548 shares; 2024Q4: 23,583 shares; 2025Q1: 23,544 shares; 2025Q2: 7,547 shares; 2025Q3: 7,607 shares; 2025Q4: 7,702 shares 7,702 $902K 0.02% +95 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,060 shares; 2024Q4: 21,060 shares; 2025Q1: 21,060 shares; 2025Q2: 21,060 shares; 2025Q3: 21,060 shares; 2025Q4: 21,060 shares 21,060 $902K 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,330 shares; 2025Q1: 5,309 shares; 2025Q2: 5,261 shares; 2025Q3: 5,216 shares; 2025Q4: 5,231 shares 5,231 $901K 0.02% +15 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,652 shares; 2024Q4: 12,654 shares; 2025Q1: 16,654 shares; 2025Q2: 16,655 shares; 2025Q3: 16,657 shares; 2025Q4: 11,105 shares 11,105 $897K 0.02% -5,552 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: 3,142 shares; 2024Q4: 3,526 shares; 2025Q1: 3,744 shares; 2025Q2: 4,183 shares; 2025Q3: 3,994 shares; 2025Q4: 4,384 shares 4,384 $890K 0.02% +390 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 9,729 shares; 2025Q1: 9,737 shares; 2025Q2: 9,610 shares; 2025Q3: 9,984 shares; 2025Q4: 10,978 shares 10,978 $885K 0.02% +994 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: 5,319 shares; 2025Q1: 6,030 shares; 2025Q2: 6,690 shares; 2025Q3: 7,016 shares; 2025Q4: 7,165 shares 7,165 $875K 0.02% +149 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 8,534 shares; 2025Q1: 8,596 shares; 2025Q2: 7,899 shares; 2025Q3: 7,724 shares; 2025Q4: 7,675 shares 7,675 $872K 0.02% -49 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 2,946 shares; 2025Q1: 2,848 shares; 2025Q2: 2,758 shares; 2025Q3: 2,680 shares; 2025Q4: 2,773 shares 2,773 $872K 0.02% +93 Timeline DWX 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: 20,040 shares; 2024Q4: 19,910 shares; 2025Q1: 20,104 shares; 2025Q2: 18,122 shares; 2025Q3: 18,122 shares; 2025Q4: 18,122 shares 18,122 $849K 0.02% 0 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: 8,556 shares; 2024Q4: 8,839 shares; 2025Q1: 9,150 shares; 2025Q2: 8,687 shares; 2025Q3: 10,562 shares; 2025Q4: 13,595 shares 13,595 $847K 0.02% +3,033 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 4,663 shares; 2025Q1: 4,816 shares; 2025Q2: 5,248 shares; 2025Q3: 5,135 shares; 2025Q4: 5,240 shares 5,240 $835K 0.02% +105 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,608 shares; 2025Q1: 9,181 shares; 2025Q2: 9,206 shares; 2025Q3: 9,209 shares; 2025Q4: 4,301 shares 4,301 $831K 0.02% -4,908 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: 13,338 shares; 2024Q4: 25,410 shares; 2025Q1: 25,410 shares; 2025Q2: 25,410 shares; 2025Q3: 25,410 shares; 2025Q4: 22,251 shares 22,251 $830K 0.02% -3,159 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: 4,049 shares; 2024Q4: 4,033 shares; 2025Q1: 3,971 shares; 2025Q2: 3,438 shares; 2025Q3: 3,764 shares; 2025Q4: 4,290 shares 4,290 $827K 0.02% +526 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,896 shares; 2024Q4: 16,361 shares; 2025Q1: 16,842 shares; 2025Q2: 13,218 shares; 2025Q3: 11,852 shares; 2025Q4: 10,859 shares 10,859 $825K 0.02% -993 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,417 shares; 2025Q1: 3,942 shares; 2025Q2: 5,168 shares; 2025Q3: 3,531 shares; 2025Q4: 3,523 shares 3,523 $817K 0.02% -8 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: 7,812 shares; 2024Q4: 9,287 shares; 2025Q1: 7,864 shares; 2025Q2: 9,193 shares; 2025Q3: 7,868 shares; 2025Q4: 7,586 shares 7,586 $817K 0.02% -282 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,884 shares; 2024Q4: 12,897 shares; 2025Q1: 12,500 shares; 2025Q2: 12,646 shares; 2025Q3: 12,151 shares; 2025Q4: 12,150 shares 12,150 $813K 0.02% -1 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 15,076 shares; 2025Q1: 13,908 shares; 2025Q2: 12,476 shares; 2025Q3: 10,283 shares; 2025Q4: 9,533 shares 9,533 $811K 0.02% -750 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: 1,256 shares; 2024Q4: 1,328 shares; 2025Q1: 1,494 shares; 2025Q2: 1,785 shares; 2025Q3: 2,019 shares; 2025Q4: 2,445 shares 2,445 $809K 0.02% +426 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: 1,990 shares; 2024Q4: 2,849 shares; 2025Q1: 3,134 shares; 2025Q2: 3,199 shares; 2025Q3: 3,404 shares; 2025Q4: 3,654 shares 3,654 $809K 0.02% +250 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,475 shares 20,475 $809K 0.02% new Timeline DFAX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,651 shares; 2025Q4: 22,737 shares 22,737 $807K 0.02% +16,086 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: 1,865 shares; 2024Q4: 1,831 shares; 2025Q1: 1,825 shares; 2025Q2: 1,826 shares; 2025Q3: 1,768 shares; 2025Q4: 7,970 shares 7,970 $803K 0.02% +6,202 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,825 shares; 2025Q1: 1,840 shares; 2025Q2: 1,854 shares; 2025Q3: 2,318 shares; 2025Q4: 2,721 shares 2,721 $799K 0.02% +403 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: 5,500 shares; 2024Q4: 6,659 shares; 2025Q1: 6,593 shares; 2025Q2: 6,403 shares; 2025Q3: 6,420 shares; 2025Q4: 7,028 shares 7,028 $792K 0.02% +608 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: 10,247 shares; 2024Q4: 10,424 shares; 2025Q1: 7,241 shares; 2025Q2: 7,229 shares; 2025Q3: 8,324 shares; 2025Q4: 8,772 shares 8,772 $790K 0.02% +448 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: 9,326 shares; 2024Q4: 9,417 shares; 2025Q1: 8,289 shares; 2025Q2: 7,356 shares; 2025Q3: 7,333 shares; 2025Q4: 7,616 shares 7,616 $783K 0.02% +283 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares 8,293 $775K 0.02% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,624 shares; 2024Q4: 7,624 shares; 2025Q1: 7,624 shares; 2025Q2: 7,258 shares; 2025Q3: 7,030 shares; 2025Q4: 8,220 shares 8,220 $774K 0.02% +1,190 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: 1,599 shares; 2024Q4: 1,629 shares; 2025Q1: 1,685 shares; 2025Q2: 1,723 shares; 2025Q3: 1,787 shares; 2025Q4: 1,714 shares 1,714 $768K 0.02% -73 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: 2,791 shares; 2024Q4: 3,415 shares; 2025Q1: 3,498 shares; 2025Q2: 3,688 shares; 2025Q3: 3,735 shares; 2025Q4: 3,788 shares 3,788 $768K 0.02% +53 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,525 shares; 2025Q1: 3,492 shares; 2025Q2: 3,294 shares; 2025Q3: 3,597 shares; 2025Q4: 3,783 shares 3,783 $757K 0.02% +186 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,241 shares; 2025Q1: 2,244 shares; 2025Q2: 2,202 shares; 2025Q3: 2,204 shares; 2025Q4: 2,835 shares 2,835 $756K 0.02% +631 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,182 shares; 2024Q4: 10,254 shares; 2025Q1: 10,391 shares; 2025Q2: 10,551 shares; 2025Q3: 10,471 shares; 2025Q4: 9,063 shares 9,063 $750K 0.02% -1,408 Timeline XBI 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: 4,203 shares; 2024Q4: 4,482 shares; 2025Q1: 5,792 shares; 2025Q2: 5,441 shares; 2025Q3: 5,462 shares; 2025Q4: 5,972 shares 5,972 $750K 0.02% +510 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: 8,659 shares; 2024Q4: 8,966 shares; 2025Q1: 8,945 shares; 2025Q2: 8,279 shares; 2025Q3: 8,597 shares; 2025Q4: 7,401 shares 7,401 $736K 0.02% -1,196 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 9,825 shares; 2025Q1: 11,650 shares; 2025Q2: 11,678 shares; 2025Q3: 11,688 shares; 2025Q4: 11,688 shares 11,688 $736K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,755 shares; 2024Q4: 13,867 shares; 2025Q1: 14,486 shares; 2025Q2: 13,398 shares; 2025Q3: 13,798 shares; 2025Q4: 14,358 shares 14,358 $728K 0.02% +560 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 12,423 shares; 2025Q1: 12,213 shares; 2025Q2: 11,582 shares; 2025Q3: 10,935 shares; 2025Q4: 10,889 shares 10,889 $726K 0.02% -46 Timeline IONQ IONQ INC More: the full row for IONQ 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: 18,289 shares; 2025Q2: 18,405 shares; 2025Q3: 18,406 shares; 2025Q4: 20,732 shares 20,732 $725K 0.02% +2,326 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,722 shares; 2025Q1: 3,778 shares; 2025Q2: 3,810 shares; 2025Q3: 3,604 shares; 2025Q4: 4,595 shares 4,595 $725K 0.02% +991 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,796 shares; 2024Q4: 7,072 shares; 2025Q1: 8,049 shares; 2025Q2: 7,084 shares; 2025Q3: 7,260 shares; 2025Q4: 7,714 shares 7,714 $719K 0.02% +454 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: 134 shares; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 159 shares 159 $709K 0.02% +7 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 3,142 shares; 2025Q1: 3,102 shares; 2025Q2: 2,974 shares; 2025Q3: 2,970 shares; 2025Q4: 2,856 shares 2,856 $701K 0.02% -114 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: 10,751 shares; 2024Q4: 16,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,518 shares; 2025Q4: 28,373 shares 28,373 $691K 0.02% +3,855 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL 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: 15,815 shares; 2025Q2: 15,854 shares; 2025Q3: 37,639 shares; 2025Q4: 53,124 shares 53,124 $691K 0.02% +15,485 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: 4,240 shares; 2024Q4: 4,080 shares; 2025Q1: 4,055 shares; 2025Q2: 3,947 shares; 2025Q3: 3,872 shares; 2025Q4: 3,404 shares 3,404 $689K 0.02% -468 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: 4,915 shares; 2024Q4: 4,219 shares; 2025Q1: 3,440 shares; 2025Q2: 3,210 shares; 2025Q3: 2,450 shares; 2025Q4: 2,563 shares 2,563 $688K 0.02% +113 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: 6,057 shares; 2024Q4: 6,260 shares; 2025Q1: 16,069 shares; 2025Q2: 7,769 shares; 2025Q3: 8,370 shares; 2025Q4: 9,266 shares 9,266 $685K 0.02% +896 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: 13,082 shares; 2024Q4: 9,852 shares; 2025Q1: 11,154 shares; 2025Q2: 10,851 shares; 2025Q3: 11,164 shares; 2025Q4: 14,327 shares 14,327 $683K 0.02% +3,163 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: 2,299 shares; 2024Q4: 2,341 shares; 2025Q1: 2,613 shares; 2025Q2: 3,109 shares; 2025Q3: 3,438 shares; 2025Q4: 4,362 shares 4,362 $682K 0.02% +924 Timeline UPGD 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: 8,443 shares; 2024Q4: 8,362 shares; 2025Q1: 8,638 shares; 2025Q2: 8,866 shares; 2025Q3: 8,899 shares; 2025Q4: 8,637 shares 8,637 $682K 0.02% -262 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: 7,864 shares; 2024Q4: 9,834 shares; 2025Q1: 12,615 shares; 2025Q2: 9,837 shares; 2025Q3: 12,074 shares; 2025Q4: 12,174 shares 12,174 $679K 0.02% +100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,676 shares; 2024Q4: 5,455 shares; 2025Q1: 5,483 shares; 2025Q2: 5,502 shares; 2025Q3: 5,557 shares; 2025Q4: 6,057 shares 6,057 $675K 0.02% +500 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: 6,703 shares; 2024Q4: 9,228 shares; 2025Q1: 15,080 shares; 2025Q2: 16,188 shares; 2025Q3: 18,914 shares; 2025Q4: 17,002 shares 17,002 $675K 0.02% -1,912 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 7,212 shares 7,212 $673K 0.02% -1,000 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 7,695 shares; 2025Q1: 7,802 shares; 2025Q2: 7,150 shares; 2025Q3: 7,047 shares; 2025Q4: 6,837 shares 6,837 $670K 0.02% -210 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: 14,627 shares; 2024Q4: 14,853 shares; 2025Q1: 14,984 shares; 2025Q2: 16,094 shares; 2025Q3: 16,381 shares; 2025Q4: 16,454 shares 16,454 $668K 0.02% +73 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,529 shares; 2024Q4: 5,557 shares; 2025Q1: 6,203 shares; 2025Q2: 6,531 shares; 2025Q3: 6,859 shares; 2025Q4: 6,364 shares 6,364 $664K 0.02% -495 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 9,063 shares; 2025Q1: 9,334 shares; 2025Q2: 5,345 shares; 2025Q3: 5,316 shares; 2025Q4: 5,114 shares 5,114 $663K 0.02% -202 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,804 shares; 2025Q1: 10,823 shares; 2025Q2: 10,842 shares; 2025Q3: 10,801 shares; 2025Q4: 11,839 shares 11,839 $663K 0.02% +1,038 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 3,106 shares; 2025Q1: 3,126 shares; 2025Q2: 3,279 shares; 2025Q3: 3,364 shares; 2025Q4: 3,384 shares 3,384 $663K 0.02% +20 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,750 shares; 2025Q1: 3,782 shares; 2025Q2: 3,567 shares; 2025Q3: 3,547 shares; 2025Q4: 2,947 shares 2,947 $661K 0.02% -600 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 12,560 shares; 2025Q1: 12,455 shares; 2025Q2: 11,555 shares; 2025Q3: 7,918 shares; 2025Q4: 8,006 shares 8,006 $661K 0.02% +88 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,154 shares; 2024Q4: 11,335 shares; 2025Q1: 11,520 shares; 2025Q2: 12,209 shares; 2025Q3: 12,293 shares; 2025Q4: 12,993 shares 12,993 $654K 0.02% +700 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 3,915 shares; 2025Q1: 3,775 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 3,784 shares 3,784 $653K 0.02% -10 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,050 shares; 2025Q1: 2,061 shares; 2025Q2: 1,832 shares; 2025Q3: 1,883 shares; 2025Q4: 1,865 shares 1,865 $649K 0.01% -18 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,157 shares; 2024Q4: 104,742 shares; 2025Q1: 104,217 shares; 2025Q2: 11,550 shares; 2025Q3: 9,637 shares; 2025Q4: 8,886 shares 8,886 $647K 0.01% -751 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,118 shares; 2024Q4: 10,902 shares; 2025Q1: 9,818 shares; 2025Q2: 11,901 shares; 2025Q3: 10,627 shares; 2025Q4: 10,636 shares 10,636 $645K 0.01% +9 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,946 shares; 2025Q4: 6,888 shares 6,888 $643K 0.01% +2,942 Timeline XT 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: 10,097 shares; 2024Q4: 10,090 shares; 2025Q1: 9,627 shares; 2025Q2: 9,502 shares; 2025Q3: 9,197 shares; 2025Q4: 8,903 shares 8,903 $639K 0.01% -294 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 4,381 shares; 2025Q1: 4,223 shares; 2025Q2: 3,715 shares; 2025Q3: 3,892 shares; 2025Q4: 3,929 shares 3,929 $639K 0.01% +37 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,568 shares; 2024Q4: 24,328 shares; 2025Q1: 19,527 shares; 2025Q2: 19,527 shares; 2025Q3: 19,492 shares; 2025Q4: 17,076 shares 17,076 $637K 0.01% -2,416 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: not reported; 2025Q2: 7,210 shares; 2025Q3: 11,677 shares; 2025Q4: 9,072 shares 9,072 $637K 0.01% -2,605 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,379 shares; 2024Q4: 23,379 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $636K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,806 shares; 2024Q4: 19,830 shares; 2025Q1: 19,785 shares; 2025Q2: 20,041 shares; 2025Q3: 20,388 shares; 2025Q4: 20,513 shares 20,513 $634K 0.01% +125 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,441 shares 9,441 $630K 0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,533 shares; 2024Q4: 13,554 shares; 2025Q1: 12,457 shares; 2025Q2: 12,251 shares; 2025Q3: 12,204 shares; 2025Q4: 12,702 shares 12,702 $623K 0.01% +498 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,911 shares; 2025Q1: 2,859 shares; 2025Q2: 2,663 shares; 2025Q3: 2,388 shares; 2025Q4: 2,134 shares 2,134 $621K 0.01% -254 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,889 shares; 2025Q1: 2,813 shares; 2025Q2: 2,655 shares; 2025Q3: 2,735 shares; 2025Q4: 2,948 shares 2,948 $619K 0.01% +213 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 4,028 shares; 2025Q1: 4,036 shares; 2025Q2: 3,980 shares; 2025Q3: 4,016 shares; 2025Q4: 4,025 shares 4,025 $617K 0.01% +9 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,715 shares; 2025Q1: 2,641 shares; 2025Q2: 2,691 shares; 2025Q3: 2,602 shares; 2025Q4: 2,568 shares 2,568 $617K 0.01% -34 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,856 shares; 2025Q1: 7,107 shares; 2025Q2: 7,398 shares; 2025Q3: 7,467 shares; 2025Q4: 6,953 shares 6,953 $612K 0.01% -514 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,914 shares; 2024Q4: 21,945 shares; 2025Q1: 21,968 shares; 2025Q2: 17,353 shares; 2025Q3: 17,974 shares; 2025Q4: 17,388 shares 17,388 $607K 0.01% -586 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,552 shares; 2025Q1: 2,625 shares; 2025Q2: 2,612 shares; 2025Q3: 2,637 shares; 2025Q4: 2,616 shares 2,616 $606K 0.01% -21 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 6,893 shares; 2025Q1: 6,489 shares; 2025Q2: 6,489 shares; 2025Q3: 6,489 shares; 2025Q4: 6,489 shares 6,489 $604K 0.01% 0 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: 3,124 shares; 2024Q4: 3,225 shares; 2025Q1: 3,101 shares; 2025Q2: 3,142 shares; 2025Q3: 3,028 shares; 2025Q4: 3,073 shares 3,073 $602K 0.01% +45 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,445 shares; 2025Q1: 5,445 shares; 2025Q2: 4,549 shares; 2025Q3: 4,549 shares; 2025Q4: 4,422 shares 4,422 $599K 0.01% -127 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,679 shares; 2024Q4: 8,472 shares; 2025Q1: 8,284 shares; 2025Q2: 7,893 shares; 2025Q3: 7,784 shares; 2025Q4: 7,576 shares 7,576 $598K 0.01% -208 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,979 shares; 2025Q1: 13,918 shares; 2025Q2: 11,597 shares; 2025Q3: 9,018 shares; 2025Q4: 8,477 shares 8,477 $597K 0.01% -541 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: 1,142 shares; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,667 shares; 2025Q4: 2,662 shares 2,662 $593K 0.01% -5 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: 8,894 shares; 2024Q4: 8,032 shares; 2025Q1: 8,286 shares; 2025Q2: 8,507 shares; 2025Q3: 7,571 shares; 2025Q4: 7,773 shares 7,773 $593K 0.01% +202 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: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 1,889 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares 1,885 $591K 0.01% 0 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: 3,564 shares; 2024Q4: 3,565 shares; 2025Q1: 3,605 shares; 2025Q2: 3,626 shares; 2025Q3: 4,157 shares; 2025Q4: 7,155 shares 7,155 $580K 0.01% +2,998 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,409 shares; 2024Q4: 15,489 shares; 2025Q1: 15,105 shares; 2025Q2: 15,322 shares; 2025Q3: 14,968 shares; 2025Q4: 14,636 shares 14,636 $577K 0.01% -332 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: 2,920 shares; 2024Q4: 3,066 shares; 2025Q1: 2,891 shares; 2025Q2: 3,141 shares; 2025Q3: 1,098 shares; 2025Q4: 2,653 shares 2,653 $575K 0.01% +1,555 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,809 shares; 2025Q4: 2,878 shares 2,878 $574K 0.01% +69 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: 661 shares; 2024Q4: 660 shares; 2025Q1: 661 shares; 2025Q2: 904 shares; 2025Q3: 894 shares; 2025Q4: 873 shares 873 $572K 0.01% -21 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 281 shares; 2025Q1: 246 shares; 2025Q2: 211 shares; 2025Q3: 174 shares; 2025Q4: 155 shares 155 $571K 0.01% -19 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,661 shares; 2024Q4: 48,161 shares; 2025Q1: 48,161 shares; 2025Q2: 40,461 shares; 2025Q3: 41,117 shares; 2025Q4: 42,083 shares 42,083 $569K 0.01% +966 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,530 shares; 2024Q4: 20,776 shares; 2025Q1: 21,311 shares; 2025Q2: 22,118 shares; 2025Q3: 23,518 shares; 2025Q4: 24,646 shares 24,646 $563K 0.01% +1,128 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,168 shares; 2024Q4: 22,191 shares; 2025Q1: 22,203 shares; 2025Q2: 22,187 shares; 2025Q3: 24,226 shares; 2025Q4: 24,252 shares 24,252 $559K 0.01% +26 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 8,194 shares; 2025Q1: 9,126 shares; 2025Q2: 11,602 shares; 2025Q3: 12,684 shares; 2025Q4: 13,160 shares 13,160 $554K 0.01% +476 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: 33,293 shares; 2024Q4: 33,346 shares; 2025Q1: 28,221 shares; 2025Q2: 29,071 shares; 2025Q3: 29,124 shares; 2025Q4: 29,164 shares 29,164 $551K 0.01% +40 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 26,828 shares; 2025Q1: 25,945 shares; 2025Q2: 26,129 shares; 2025Q3: 25,513 shares; 2025Q4: 24,629 shares 24,629 $548K 0.01% -884 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 357 shares; 2025Q2: 3,566 shares; 2025Q3: 3,518 shares; 2025Q4: 3,475 shares 3,475 $548K 0.01% -43 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,243 shares; 2024Q4: 12,016 shares; 2025Q1: 12,016 shares; 2025Q2: 12,014 shares; 2025Q3: 11,976 shares; 2025Q4: 14,334 shares 14,334 $545K 0.01% +2,358 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,559 shares; 2024Q4: 8,954 shares; 2025Q1: 9,681 shares; 2025Q2: 10,794 shares; 2025Q3: 11,151 shares; 2025Q4: 11,610 shares 11,610 $541K 0.01% +459 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,716 shares; 2025Q1: 5,716 shares; 2025Q2: 5,083 shares; 2025Q3: 5,083 shares; 2025Q4: 5,083 shares 5,083 $532K 0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 11,733 shares; 2025Q1: 11,765 shares; 2025Q2: 13,067 shares; 2025Q3: 13,067 shares; 2025Q4: 14,067 shares 14,067 $531K 0.01% +1,000 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,322 shares 2,322 $529K 0.01% +456 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 7,710 shares; 2025Q1: 7,867 shares; 2025Q2: 6,504 shares; 2025Q3: 6,604 shares; 2025Q4: 7,214 shares 7,214 $524K 0.01% +610 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,078 shares; 2024Q4: 25,091 shares; 2025Q1: 24,824 shares; 2025Q2: 25,762 shares; 2025Q3: 25,896 shares; 2025Q4: 27,089 shares 27,089 $518K 0.01% +1,193 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: 543 shares; 2024Q4: 600 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 669 shares; 2025Q4: 697 shares 697 $515K 0.01% +28 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 433 shares; 2025Q1: 419 shares; 2025Q2: 6,351 shares; 2025Q3: 6,396 shares; 2025Q4: 5,451 shares 5,451 $514K 0.01% -945 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: 1,869 shares; 2024Q4: 2,257 shares; 2025Q1: 1,717 shares; 2025Q2: 1,713 shares; 2025Q3: 1,775 shares; 2025Q4: 1,690 shares 1,690 $509K 0.01% -85 Timeline ACWI 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: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,121 shares; 2025Q3: 3,392 shares; 2025Q4: 3,454 shares 3,454 $505K 0.01% +62 Timeline EWJ 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: 6,679 shares; 2024Q4: 6,713 shares; 2025Q1: 7,178 shares; 2025Q2: 8,179 shares; 2025Q3: 9,342 shares; 2025Q4: 5,645 shares 5,645 $505K 0.01% -3,697 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,280 shares; 2025Q1: 2,482 shares; 2025Q2: 2,489 shares; 2025Q3: 2,452 shares; 2025Q4: 2,477 shares 2,477 $504K 0.01% +25 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: 39,483 shares; 2024Q4: 32,488 shares; 2025Q1: 34,421 shares; 2025Q2: 35,608 shares; 2025Q3: 35,772 shares; 2025Q4: 36,313 shares 36,313 $501K 0.01% +541 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 12,343 shares; 2025Q3: 12,354 shares; 2025Q4: 10,598 shares 10,598 $494K 0.01% -1,756 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,655 shares; 2025Q1: 4,696 shares; 2025Q2: 4,713 shares; 2025Q3: 4,831 shares; 2025Q4: 5,060 shares 5,060 $483K 0.01% +229 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,471 shares; 2024Q4: 11,474 shares; 2025Q1: 11,433 shares; 2025Q2: 11,261 shares; 2025Q3: 11,162 shares; 2025Q4: 8,584 shares 8,584 $469K 0.01% -2,578 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,379 shares; 2025Q1: 7,217 shares; 2025Q2: 6,195 shares; 2025Q3: 6,085 shares; 2025Q4: 5,767 shares 5,767 $465K 0.01% -318 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: 858 shares; 2024Q4: 942 shares; 2025Q1: 863 shares; 2025Q2: 874 shares; 2025Q3: 873 shares; 2025Q4: 854 shares 854 $464K 0.01% -19 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: 5,370 shares; 2024Q4: 5,979 shares; 2025Q1: 5,909 shares; 2025Q2: 5,912 shares; 2025Q3: 6,391 shares; 2025Q4: 4,116 shares 4,116 $461K 0.01% -2,275 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,495 shares; 2025Q1: 14,133 shares; 2025Q2: 17,974 shares; 2025Q3: 15,678 shares; 2025Q4: 13,212 shares 13,212 $454K 0.01% -2,466 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: 5,480 shares; 2024Q4: 5,037 shares; 2025Q1: 8,921 shares; 2025Q2: 5,690 shares; 2025Q3: 5,871 shares; 2025Q4: 6,022 shares 6,022 $454K 0.01% +151 Timeline STE STERIS PLC More: the full row for STERIS 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: 2,495 shares; 2025Q3: 2,133 shares; 2025Q4: 1,798 shares 1,798 $453K 0.01% -335 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,739 shares; 2025Q1: 4,500 shares; 2025Q2: 4,416 shares; 2025Q3: 5,450 shares; 2025Q4: 5,709 shares 5,709 $452K 0.01% +259 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,776 shares; 2025Q3: 2,136 shares; 2025Q4: 2,299 shares 2,299 $450K 0.01% +163 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: 1,180 shares; 2024Q4: 1,962 shares; 2025Q1: 1,964 shares; 2025Q2: 1,283 shares; 2025Q3: 1,363 shares; 2025Q4: 1,132 shares 1,132 $448K 0.01% -231 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,761 shares; 2025Q4: 4,890 shares 4,890 $447K 0.01% -871 Timeline IGV 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: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 7,487 shares; 2025Q3: 6,987 shares; 2025Q4: 5,410 shares 5,410 $446K 0.01% -1,577 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: 8,360 shares; 2024Q4: 9,103 shares; 2025Q1: 9,086 shares; 2025Q2: 9,453 shares; 2025Q3: 8,798 shares; 2025Q4: 9,272 shares 9,272 $444K 0.01% +474 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: 472 shares; 2024Q4: 471 shares; 2025Q1: 490 shares; 2025Q2: 515 shares; 2025Q3: 558 shares; 2025Q4: 491 shares 491 $442K 0.01% -67 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,331 shares; 2025Q1: 1,389 shares; 2025Q2: 1,346 shares; 2025Q3: 1,219 shares; 2025Q4: 1,125 shares 1,125 $441K 0.01% -94 IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 8,929 shares; 2025Q4: 10,323 shares 10,323 $438K 0.01% +1,394 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,182 shares; 2024Q4: 49,944 shares; 2025Q1: 35,958 shares; 2025Q2: 35,958 shares; 2025Q3: 34,361 shares; 2025Q4: 23,690 shares 23,690 $437K 0.01% -10,671 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 20,304 shares; 2025Q1: 25,182 shares; 2025Q2: 20,766 shares; 2025Q3: 23,840 shares; 2025Q4: 22,561 shares 22,561 $435K 0.01% -1,279 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,554 shares; 2025Q1: 9,564 shares; 2025Q2: 9,613 shares; 2025Q3: 9,677 shares; 2025Q4: 9,793 shares 9,793 $432K 0.01% +116 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,664 shares; 2025Q1: 2,613 shares; 2025Q2: 2,632 shares; 2025Q3: 2,644 shares; 2025Q4: 2,637 shares 2,637 $430K 0.01% -7 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,382 shares; 2025Q1: 2,636 shares; 2025Q2: 2,555 shares; 2025Q3: 2,535 shares; 2025Q4: 3,133 shares 3,133 $429K 0.01% +598 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 4,796 shares; 2025Q1: 5,289 shares; 2025Q2: 4,462 shares; 2025Q3: 4,221 shares; 2025Q4: 4,234 shares 4,234 $429K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 1,190 shares; 2025Q3: 1,241 shares; 2025Q4: 1,411 shares 1,411 $426K 0.01% +170 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: 1,304 shares; 2024Q4: 1,255 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,084 shares 1,084 $426K 0.01% -52 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,999 shares; 2025Q1: 2,351 shares; 2025Q2: 2,552 shares; 2025Q3: 2,799 shares; 2025Q4: 3,497 shares 3,497 $423K 0.01% +698 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,348 shares 14,348 $423K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,716 shares 5,716 $422K 0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO 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: 9,685 shares; 2025Q2: 12,414 shares; 2025Q3: 11,531 shares; 2025Q4: 11,126 shares 11,126 $422K 0.01% -405 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: 3,184 shares; 2024Q4: 3,664 shares; 2025Q1: 3,253 shares; 2025Q2: 2,118 shares; 2025Q3: 1,788 shares; 2025Q4: 1,813 shares 1,813 $421K 0.01% +25 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: 863 shares; 2024Q4: 840 shares; 2025Q1: 841 shares; 2025Q2: 849 shares; 2025Q3: 937 shares; 2025Q4: 981 shares 981 $419K 0.01% +44 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 6,179 shares; 2025Q1: 6,216 shares; 2025Q2: 6,069 shares; 2025Q3: 6,079 shares; 2025Q4: 6,109 shares 6,109 $416K 0.01% +30 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: 2,105 shares; 2024Q4: 2,326 shares; 2025Q1: 2,286 shares; 2025Q2: 1,369 shares; 2025Q3: 1,402 shares; 2025Q4: 1,179 shares 1,179 $412K 0.01% -223 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: 7,422 shares; 2024Q4: 7,430 shares; 2025Q1: 7,402 shares; 2025Q2: 2,730 shares; 2025Q3: 2,874 shares; 2025Q4: 2,888 shares 2,888 $412K 0.01% +14 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: 691 shares; 2024Q4: 807 shares; 2025Q1: 847 shares; 2025Q2: 940 shares; 2025Q3: 1,138 shares; 2025Q4: 1,148 shares 1,148 $411K 0.01% +10 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,241 shares; 2025Q3: 8,180 shares; 2025Q4: 6,806 shares 6,806 $410K 0.01% -1,374 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,084 shares 8,084 $408K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,640 shares; 2025Q1: 1,664 shares; 2025Q2: 1,669 shares; 2025Q3: 1,666 shares; 2025Q4: 1,467 shares 1,467 $407K 0.01% -199 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,486 shares; 2025Q1: 1,678 shares; 2025Q2: 1,299 shares; 2025Q3: 1,164 shares; 2025Q4: 998 shares 998 $406K 0.01% -166 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,991 shares; 2025Q1: 3,965 shares; 2025Q2: 8,464 shares; 2025Q3: 8,434 shares; 2025Q4: 8,483 shares 8,483 $405K 0.01% +49 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,450 shares; 2025Q3: 2,656 shares; 2025Q4: 2,931 shares 2,931 $403K 0.01% +275 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 5,903 shares; 2025Q1: 5,738 shares; 2025Q2: 5,778 shares; 2025Q3: 5,463 shares; 2025Q4: 5,299 shares 5,299 $402K 0.01% -164 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: 18,515 shares; 2024Q4: 8,920 shares; 2025Q1: 9,158 shares; 2025Q2: 8,791 shares; 2025Q3: 6,432 shares; 2025Q4: 6,281 shares 6,281 $401K 0.01% -151 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: 531 shares; 2024Q4: 563 shares; 2025Q1: 594 shares; 2025Q2: 690 shares; 2025Q3: 664 shares; 2025Q4: 835 shares 835 $399K 0.01% +171 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 1,684 shares; 2025Q1: 1,541 shares; 2025Q2: 1,513 shares; 2025Q3: 1,510 shares; 2025Q4: 1,567 shares 1,567 $397K 0.01% +57 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 20,282 shares; 2025Q2: 27,216 shares; 2025Q3: 30,582 shares; 2025Q4: 29,669 shares 29,669 $396K 0.01% -913 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 11,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,615 shares 10,615 $396K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,321 shares; 2025Q1: 1,148 shares; 2025Q2: 1,211 shares; 2025Q3: 1,326 shares; 2025Q4: 1,362 shares 1,362 $395K 0.01% +36 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,211 shares; 2025Q4: 5,888 shares 5,888 $394K 0.01% -323 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,817 shares; 2025Q2: 1,858 shares; 2025Q3: 1,839 shares; 2025Q4: 1,734 shares 1,734 $392K 0.01% -105 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,812 shares; 2024Q4: 34,812 shares; 2025Q1: 26,147 shares; 2025Q2: 26,047 shares; 2025Q3: 26,047 shares; 2025Q4: 26,747 shares 26,747 $392K 0.01% +700 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares 5,401 $390K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,308 shares; 2025Q1: 3,839 shares; 2025Q2: 3,887 shares; 2025Q3: 4,185 shares; 2025Q4: 4,688 shares 4,688 $384K 0.01% +503 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,822 shares; 2025Q1: 3,395 shares; 2025Q2: 3,430 shares; 2025Q3: 4,364 shares; 2025Q4: 4,257 shares 4,257 $382K 0.01% -107 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,688 shares; 2025Q1: 6,532 shares; 2025Q2: 5,061 shares; 2025Q3: 4,792 shares; 2025Q4: 4,761 shares 4,761 $382K 0.01% -31 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,592 shares; 2024Q4: 46,446 shares; 2025Q1: 39,495 shares; 2025Q2: 19,269 shares; 2025Q3: 19,687 shares; 2025Q4: 17,201 shares 17,201 $378K 0.01% -2,486 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: 574 shares; 2024Q4: 568 shares; 2025Q1: 554 shares; 2025Q2: 551 shares; 2025Q3: 537 shares; 2025Q4: 494 shares 494 $378K 0.01% -43 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 2,674 shares; 2025Q1: 2,313 shares; 2025Q2: 2,522 shares; 2025Q3: 2,638 shares; 2025Q4: 2,572 shares 2,572 $377K 0.01% -66 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,383 shares; 2024Q4: 4,686 shares; 2025Q1: 4,685 shares; 2025Q2: 4,215 shares; 2025Q3: 3,648 shares; 2025Q4: 2,940 shares 2,940 $375K 0.01% -708 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,199 shares; 2025Q1: 10,560 shares; 2025Q2: 9,549 shares; 2025Q3: 9,516 shares; 2025Q4: 9,597 shares 9,597 $374K 0.01% +81 Timeline FJAN 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: 7,030 shares; 2024Q4: 7,030 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,130 shares 7,130 $373K 0.01% -300 Timeline IJT 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: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,390 shares; 2025Q3: 2,432 shares; 2025Q4: 2,432 shares 2,432 $372K 0.01% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 12,114 shares; 2025Q1: 12,114 shares; 2025Q2: 10,114 shares; 2025Q3: 8,114 shares; 2025Q4: 8,414 shares 8,414 $371K 0.01% +300 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 4,126 shares; 2025Q1: 4,141 shares; 2025Q2: 4,201 shares; 2025Q3: 4,244 shares; 2025Q4: 4,278 shares 4,278 $370K 0.01% +34 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares; 2025Q4: 2,656 shares 2,656 $369K 0.01% -361 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: 1,137 shares; 2024Q4: 1,173 shares; 2025Q1: 1,168 shares; 2025Q2: 1,142 shares; 2025Q3: 1,173 shares; 2025Q4: 1,528 shares 1,528 $369K 0.01% +355 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,742 shares; 2025Q3: 5,726 shares; 2025Q4: 5,767 shares 5,767 $369K 0.01% +41 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,979 shares; 2024Q4: 9,761 shares; 2025Q1: 10,880 shares; 2025Q2: 8,699 shares; 2025Q3: 8,088 shares; 2025Q4: 7,947 shares 7,947 $368K 0.01% -141 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 7,258 shares; 2025Q1: 7,649 shares; 2025Q2: 7,319 shares; 2025Q3: 7,751 shares; 2025Q4: 7,811 shares 7,811 $364K 0.01% +60 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,865 shares; 2025Q1: 5,434 shares; 2025Q2: 5,291 shares; 2025Q3: 5,330 shares; 2025Q4: 5,326 shares 5,326 $359K 0.01% -4 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,028 shares; 2024Q4: 18,133 shares; 2025Q1: 23,975 shares; 2025Q2: 25,101 shares; 2025Q3: 13,815 shares; 2025Q4: 12,520 shares 12,520 $356K 0.01% -1,295 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: 1,570 shares; 2024Q4: 1,583 shares; 2025Q1: 1,582 shares; 2025Q2: 1,539 shares; 2025Q3: 1,618 shares; 2025Q4: 1,703 shares 1,703 $353K 0.01% +85 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 2,979 shares; 2025Q2: 2,597 shares; 2025Q3: 2,077 shares; 2025Q4: 1,842 shares 1,842 $351K 0.01% -235 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 3,806 shares 3,806 $350K 0.01% -28 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: 4,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,333 shares; 2025Q4: 4,145 shares 4,145 $349K 0.01% -188 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 768 shares; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 1,021 shares; 2025Q4: 1,022 shares 1,022 $349K 0.01% +1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 2,482 shares; 2025Q4: 2,617 shares 2,617 $348K 0.01% +135 Timeline XJUN 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: 8,032 shares; 2024Q4: 8,032 shares; 2025Q1: 8,032 shares; 2025Q2: 8,104 shares; 2025Q3: 7,936 shares; 2025Q4: 7,936 shares 7,936 $343K 0.01% 0 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: 1,436 shares; 2024Q4: 1,783 shares; 2025Q1: 1,477 shares; 2025Q2: 1,561 shares; 2025Q3: 1,539 shares; 2025Q4: 2,003 shares 2,003 $343K 0.01% +464 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,581 shares; 2025Q1: 2,542 shares; 2025Q2: 2,573 shares; 2025Q3: 2,799 shares; 2025Q4: 2,837 shares 2,837 $339K 0.01% +38 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,681 shares; 2025Q3: 12,681 shares; 2025Q4: 12,603 shares 12,603 $337K 0.01% -78 Timeline BLACKROCK LONG-TERM MUNCIPA… BLACKROCK LONG-TERM MUNCIPAL A More: the full row for BLACKROCK LONG-TERM MUNCIPAL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,375 shares; 2024Q4: 28,825 shares; 2025Q1: 28,825 shares; 2025Q2: 29,120 shares; 2025Q3: 34,620 shares; 2025Q4: 34,620 shares 34,620 $334K 0.01% 0 TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,505 shares; 2024Q4: 49,701 shares; 2025Q1: 48,829 shares; 2025Q2: 51,464 shares; 2025Q3: 51,469 shares; 2025Q4: 44,716 shares 44,716 $334K 0.01% -6,753 Timeline XOCT 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: 8,772 shares; 2024Q4: 8,772 shares; 2025Q1: 8,772 shares; 2025Q2: 8,772 shares; 2025Q3: 8,772 shares; 2025Q4: 8,772 shares 8,772 $333K 0.01% 0 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: 1,213 shares; 2024Q4: 1,200 shares; 2025Q1: 1,225 shares; 2025Q2: 1,263 shares; 2025Q3: 1,277 shares; 2025Q4: 1,139 shares 1,139 $333K 0.01% -138 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,106 shares; 2025Q1: 3,206 shares; 2025Q2: 3,436 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares 2,922 $333K 0.01% 0 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: 3,964 shares; 2024Q4: 3,263 shares; 2025Q1: 3,270 shares; 2025Q2: 2,462 shares; 2025Q3: 2,537 shares; 2025Q4: 2,672 shares 2,672 $332K 0.01% +135 Timeline FAUG 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: 6,668 shares; 2024Q4: 6,595 shares; 2025Q1: 6,592 shares; 2025Q2: 6,591 shares; 2025Q3: 6,461 shares; 2025Q4: 6,181 shares 6,181 $331K 0.01% -280 Timeline VFH 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: 2,137 shares; 2024Q4: 2,211 shares; 2025Q1: 2,292 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,475 shares 2,475 $329K 0.01% +187 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,817 shares; 2025Q1: 7,010 shares; 2025Q2: 6,812 shares; 2025Q3: 7,136 shares; 2025Q4: 5,434 shares 5,434 $326K 0.01% -1,702 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,650 shares; 2025Q2: 14,650 shares; 2025Q3: 14,765 shares; 2025Q4: 14,765 shares 14,765 $324K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,945 shares; 2025Q1: 8,091 shares; 2025Q2: 8,153 shares; 2025Q3: 8,292 shares; 2025Q4: 8,604 shares 8,604 $322K 0.01% +312 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,539 shares; 2025Q1: 3,448 shares; 2025Q2: 3,639 shares; 2025Q3: 3,636 shares; 2025Q4: 3,659 shares 3,659 $320K 0.01% +23 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: 1,011 shares; 2024Q4: 1,020 shares; 2025Q1: 875 shares; 2025Q2: 1,116 shares; 2025Q3: 1,092 shares; 2025Q4: 1,123 shares 1,123 $318K 0.01% +31 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,071 shares; 2024Q4: 9,875 shares; 2025Q1: 9,850 shares; 2025Q2: 9,535 shares; 2025Q3: 9,371 shares; 2025Q4: 8,396 shares 8,396 $315K 0.01% -975 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,745 shares 11,745 $314K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,622 shares; 2024Q4: 25,884 shares; 2025Q1: 17,611 shares; 2025Q2: 18,390 shares; 2025Q3: 19,018 shares; 2025Q4: 17,507 shares 17,507 $314K 0.01% -1,511 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 7,000 shares; 2025Q1: 8,330 shares; 2025Q2: 15,534 shares; 2025Q3: 13,478 shares; 2025Q4: 9,769 shares 9,769 $310K 0.01% -3,709 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,725 shares; 2024Q4: 4,935 shares; 2025Q1: 4,835 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,181 shares 2,181 $310K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,920 shares; 2025Q1: 5,096 shares; 2025Q2: 5,622 shares; 2025Q3: 5,896 shares; 2025Q4: 6,598 shares 6,598 $308K 0.01% +702 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 290 shares; 2025Q1: 277 shares; 2025Q2: 280 shares; 2025Q3: 255 shares; 2025Q4: 239 shares 239 $307K 0.01% -16 Timeline IBB 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: 2,086 shares; 2024Q4: 2,196 shares; 2025Q1: 1,640 shares; 2025Q2: 1,639 shares; 2025Q3: 1,852 shares; 2025Q4: 1,728 shares 1,728 $302K 0.01% -124 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 605 shares; 2025Q4: 599 shares 599 $302K 0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: 7,379 shares; 2025Q2: 7,074 shares; 2025Q3: 9,452 shares; 2025Q4: 9,868 shares 9,868 $301K 0.01% +416 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,211 shares; 2025Q3: 2,236 shares; 2025Q4: 2,231 shares 2,231 $301K 0.01% -5 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,087 shares; 2025Q3: 6,070 shares; 2025Q4: 8,347 shares 8,347 $300K 0.01% +2,277 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,661 shares; 2025Q1: 1,574 shares; 2025Q2: 1,074 shares; 2025Q3: 1,249 shares; 2025Q4: 2,541 shares 2,541 $300K 0.01% +1,292 Timeline XSLV 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: 11,540 shares; 2024Q4: 11,500 shares; 2025Q1: 9,641 shares; 2025Q2: 6,675 shares; 2025Q3: 5,959 shares; 2025Q4: 5,963 shares 5,963 $299K 0.01% +4 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,210 shares; 2025Q1: 1,245 shares; 2025Q2: 1,287 shares; 2025Q3: 1,265 shares; 2025Q4: 1,211 shares 1,211 $298K 0.01% -54 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,032 shares; 2024Q4: 75,032 shares; 2025Q1: 62,614 shares; 2025Q2: 82,917 shares; 2025Q3: 90,997 shares; 2025Q4: 92,612 shares 92,612 $298K 0.01% +1,615 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,521 shares; 2025Q1: 2,943 shares; 2025Q2: not reported; 2025Q3: 4,363 shares; 2025Q4: 4,229 shares 4,229 $298K 0.01% -134 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,416 shares; 2025Q1: 1,402 shares; 2025Q2: 1,208 shares; 2025Q3: 1,122 shares; 2025Q4: 1,218 shares 1,218 $297K 0.01% +96 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 20,000 shares; 2025Q4: 21,000 shares 21,000 $296K 0.01% +1,000 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 2,061 shares 2,061 $294K 0.01% +715 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,316 shares; 2024Q4: 17,978 shares; 2025Q1: 18,896 shares; 2025Q2: 18,895 shares; 2025Q3: 18,379 shares; 2025Q4: 16,390 shares 16,390 $293K 0.01% -1,989 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 421 shares; 2025Q4: 422 shares 422 $291K 0.01% +1 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,800 shares 5,800 $290K 0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,290 shares; 2024Q4: 29,571 shares; 2025Q1: 34,081 shares; 2025Q2: 31,648 shares; 2025Q3: 31,142 shares; 2025Q4: 32,055 shares 32,055 $288K 0.01% +913 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP 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: 3,093 shares; 2025Q4: 3,861 shares 3,861 $288K 0.01% +768 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 3,207 shares; 2025Q1: 3,208 shares; 2025Q2: 3,214 shares; 2025Q3: 3,250 shares; 2025Q4: 3,253 shares 3,253 $288K 0.01% +3 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 135 shares; 2025Q4: 145 shares 145 $286K 0.01% +10 Timeline VUSB 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: not reported; 2024Q4: 4,823 shares; 2025Q1: 5,832 shares; 2025Q2: 5,664 shares; 2025Q3: 5,665 shares; 2025Q4: 5,667 shares 5,667 $283K 0.01% +2 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD 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: 2,829 shares; 2025Q3: 2,296 shares; 2025Q4: 1,865 shares 1,865 $281K 0.01% -431 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,858 shares; 2025Q1: 2,728 shares; 2025Q2: 2,904 shares; 2025Q3: 2,934 shares; 2025Q4: 2,967 shares 2,967 $281K 0.01% +33 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 2,919 shares; 2025Q4: 2,902 shares 2,902 $281K 0.01% -17 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,284 shares; 2025Q1: 2,269 shares; 2025Q2: 2,267 shares; 2025Q3: 2,260 shares; 2025Q4: 2,231 shares 2,231 $278K 0.01% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 1,766 shares 1,766 $276K 0.01% -124 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 11,147 shares; 2025Q1: 11,147 shares; 2025Q2: 11,190 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares 11,147 $272K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,135 shares; 2025Q4: 1,136 shares 1,136 $272K 0.01% +1 Timeline