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: 309,234 shares; 2024Q4: 338,411 shares; 2025Q1: 424,273 shares; 2025Q2: 432,458 shares; 2025Q3: 408,865 shares; 2025Q4: 432,769 shares 432,769 $118M 2.64% +23,904 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: 259,094 shares; 2024Q4: 348,845 shares; 2025Q1: 378,353 shares; 2025Q2: 379,494 shares; 2025Q3: 374,066 shares; 2025Q4: 539,517 shares 539,517 $101M 2.26% +165,451 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: 84,766 shares; 2024Q4: 115,087 shares; 2025Q1: 60,401 shares; 2025Q2: 86,255 shares; 2025Q3: 88,761 shares; 2025Q4: 94,572 shares 94,572 $64.5M 1.45% +5,811 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: 124,953 shares; 2024Q4: 157,452 shares; 2025Q1: 168,579 shares; 2025Q2: 163,455 shares; 2025Q3: 165,042 shares; 2025Q4: 273,684 shares 273,684 $63.2M 1.42% +108,642 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: 119,912 shares; 2024Q4: 117,568 shares; 2025Q1: 160,817 shares; 2025Q2: 113,281 shares; 2025Q3: 126,726 shares; 2025Q4: 127,121 shares 127,121 $62M 1.39% +395 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: 34,184 shares; 2024Q4: 60,367 shares; 2025Q1: 77,886 shares; 2025Q2: 81,349 shares; 2025Q3: 88,723 shares; 2025Q4: 192,045 shares 192,045 $60.3M 1.35% +103,322 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: 77,314 shares; 2024Q4: 91,951 shares; 2025Q1: 103,663 shares; 2025Q2: 101,739 shares; 2025Q3: 107,620 shares; 2025Q4: 123,579 shares 123,579 $59.8M 1.34% +15,959 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: 106,233 shares; 2024Q4: 100,081 shares; 2025Q1: 130,369 shares; 2025Q2: 90,336 shares; 2025Q3: 92,954 shares; 2025Q4: 96,489 shares 96,489 $59.3M 1.33% +3,535 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: 189,042 shares; 2024Q4: 59,953 shares; 2025Q1: 35,751 shares; 2025Q2: 240,326 shares; 2025Q3: 405,012 shares; 2025Q4: 468,364 shares 468,364 $57.7M 1.3% +63,352 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: 420,643 shares; 2024Q4: 507,185 shares; 2025Q1: 535,504 shares; 2025Q2: 550,542 shares; 2025Q3: 566,946 shares; 2025Q4: 572,339 shares 572,339 $46.5M 1.04% +5,393 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: 530,689 shares; 2024Q4: 528,452 shares; 2025Q1: 550,771 shares; 2025Q2: 561,432 shares; 2025Q3: 572,793 shares; 2025Q4: 551,439 shares 551,439 $44.2M 0.99% -21,354 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: 121,003 shares; 2024Q4: 135,448 shares; 2025Q1: 125,235 shares; 2025Q2: 122,414 shares; 2025Q3: 128,814 shares; 2025Q4: 140,538 shares 140,538 $44M 0.99% +11,724 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,869 shares; 2024Q4: 37,797 shares; 2025Q1: 48,126 shares; 2025Q2: 225,893 shares; 2025Q3: 125,776 shares; 2025Q4: 480,682 shares 480,682 $41.9M 0.94% +354,906 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: 102,440 shares; 2024Q4: 99,630 shares; 2025Q1: 102,907 shares; 2025Q2: 84,456 shares; 2025Q3: 106,662 shares; 2025Q4: 105,116 shares 105,116 $36.1M 0.81% -1,546 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: 50,349 shares; 2024Q4: 46,954 shares; 2025Q1: 49,320 shares; 2025Q2: 51,846 shares; 2025Q3: 53,982 shares; 2025Q4: 51,716 shares 51,716 $35.4M 0.8% -2,266 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,273 shares; 2024Q4: 822,189 shares; 2025Q1: 668,624 shares; 2025Q2: 783,624 shares; 2025Q3: 806,797 shares; 2025Q4: 794,588 shares 794,588 $35.3M 0.79% -12,209 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: 399,656 shares; 2024Q4: 390,200 shares; 2025Q1: 393,763 shares; 2025Q2: 398,183 shares; 2025Q3: 398,367 shares; 2025Q4: 390,538 shares 390,538 $34.9M 0.78% -7,829 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: 42,449 shares; 2024Q4: 45,963 shares; 2025Q1: 42,825 shares; 2025Q2: 41,889 shares; 2025Q3: 53,518 shares; 2025Q4: 54,402 shares 54,402 $34.1M 0.77% +884 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: 218,454 shares; 2024Q4: 893,086 shares; 2025Q1: 932,523 shares; 2025Q2: 948,148 shares; 2025Q3: 947,074 shares; 2025Q4: 936,140 shares 936,140 $30.5M 0.69% -10,934 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: 112,313 shares; 2024Q4: 120,225 shares; 2025Q1: 146,294 shares; 2025Q2: 163,405 shares; 2025Q3: 169,826 shares; 2025Q4: 145,117 shares 145,117 $27.8M 0.62% -24,709 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: 19,967 shares; 2024Q4: 22,625 shares; 2025Q1: 26,618 shares; 2025Q2: 31,069 shares; 2025Q3: 31,353 shares; 2025Q4: 39,748 shares 39,748 $26.2M 0.59% +8,395 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,830 shares; 2024Q4: 49,324 shares; 2025Q1: 48,947 shares; 2025Q2: 63,718 shares; 2025Q3: 68,629 shares; 2025Q4: 266,927 shares 266,927 $25.7M 0.58% +198,298 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: 45,868 shares; 2024Q4: 49,156 shares; 2025Q1: 48,405 shares; 2025Q2: 49,064 shares; 2025Q3: 49,517 shares; 2025Q4: 49,897 shares 49,897 $25.1M 0.56% +380 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: 88,033 shares; 2024Q4: 88,632 shares; 2025Q1: 144,194 shares; 2025Q2: 148,414 shares; 2025Q3: 165,384 shares; 2025Q4: 173,550 shares 173,550 $24.9M 0.56% +8,166 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: 6,012 shares; 2024Q4: 6,754 shares; 2025Q1: 30,926 shares; 2025Q2: 33,328 shares; 2025Q3: 33,014 shares; 2025Q4: 32,813 shares 32,813 $24.7M 0.56% -201 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 4,459 shares; 2025Q1: 33,830 shares; 2025Q2: 108,474 shares; 2025Q3: 114,181 shares; 2025Q4: 113,629 shares 113,629 $24.4M 0.55% -552 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: 87,906 shares; 2024Q4: 73,520 shares; 2025Q1: 71,675 shares; 2025Q2: 70,822 shares; 2025Q3: 143,996 shares; 2025Q4: 193,356 shares 193,356 $23.5M 0.53% +49,360 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: 253,379 shares; 2024Q4: 769,708 shares; 2025Q1: 771,852 shares; 2025Q2: 784,723 shares; 2025Q3: 782,813 shares; 2025Q4: 778,263 shares 778,263 $23.4M 0.53% -4,550 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: 52,782 shares; 2024Q4: 53,058 shares; 2025Q1: 94,472 shares; 2025Q2: 99,562 shares; 2025Q3: 105,970 shares; 2025Q4: 105,979 shares 105,979 $23.3M 0.52% +9 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: 35,663 shares; 2024Q4: 48,398 shares; 2025Q1: 53,421 shares; 2025Q2: 62,333 shares; 2025Q3: 58,074 shares; 2025Q4: 65,096 shares 65,096 $22.5M 0.51% +7,022 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: 161,621 shares; 2024Q4: 163,204 shares; 2025Q1: 159,103 shares; 2025Q2: 151,526 shares; 2025Q3: 182,500 shares; 2025Q4: 151,327 shares 151,327 $22.5M 0.51% -31,173 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168,428 shares; 2024Q4: 1,216,819 shares; 2025Q1: 834,619 shares; 2025Q2: 948,605 shares; 2025Q3: 894,384 shares; 2025Q4: 860,304 shares 860,304 $21.7M 0.49% -34,080 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 201 shares; 2025Q2: 1,552 shares; 2025Q3: 6,515 shares; 2025Q4: 492,365 shares 492,365 $21.5M 0.48% +485,850 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: 228,692 shares; 2024Q4: 752,814 shares; 2025Q1: 783,749 shares; 2025Q2: 812,290 shares; 2025Q3: 775,797 shares; 2025Q4: 781,983 shares 781,983 $21.4M 0.48% +6,186 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 338 shares; 2025Q1: 2,939 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 246,458 shares 246,458 $21M 0.47% +246,452 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,152 shares; 2024Q4: 23,388 shares; 2025Q1: 378,090 shares; 2025Q2: 415,270 shares; 2025Q3: 447,180 shares; 2025Q4: 479,476 shares 479,476 $20.9M 0.47% +32,296 Timeline IGSB 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: 237,501 shares; 2024Q4: 270,889 shares; 2025Q1: 303,044 shares; 2025Q2: 328,649 shares; 2025Q3: 344,061 shares; 2025Q4: 393,262 shares 393,262 $20.8M 0.47% +49,201 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 5,783 shares; 2025Q1: 11,111 shares; 2025Q2: 6,152 shares; 2025Q3: 58,949 shares; 2025Q4: 98,016 shares 98,016 $20.3M 0.46% +39,067 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,050 shares; 2024Q4: 380,780 shares; 2025Q1: 395,490 shares; 2025Q2: 407,436 shares; 2025Q3: 416,147 shares; 2025Q4: 391,796 shares 391,796 $19.8M 0.44% -24,351 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 4,448 shares; 2025Q1: 382,358 shares; 2025Q2: 425,110 shares; 2025Q3: 439,652 shares; 2025Q4: 443,735 shares 443,735 $19.7M 0.44% +4,083 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: 10,591 shares; 2024Q4: 13,991 shares; 2025Q1: 15,804 shares; 2025Q2: 15,558 shares; 2025Q3: 17,596 shares; 2025Q4: 18,245 shares 18,245 $19.6M 0.44% +649 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,439 shares; 2024Q4: 570,450 shares; 2025Q1: 566,227 shares; 2025Q2: 592,045 shares; 2025Q3: 589,340 shares; 2025Q4: 710,515 shares 710,515 $19.1M 0.43% +121,175 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: 263,023 shares; 2024Q4: 265,972 shares; 2025Q1: 196,338 shares; 2025Q2: 207,819 shares; 2025Q3: 244,806 shares; 2025Q4: 283,426 shares 283,426 $19.1M 0.43% +38,620 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: 293,047 shares; 2024Q4: 352,951 shares; 2025Q1: 770,064 shares; 2025Q2: 756,990 shares; 2025Q3: 361,596 shares; 2025Q4: 316,815 shares 316,815 $19M 0.43% -44,781 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: 29,092 shares; 2024Q4: 29,264 shares; 2025Q1: 40,637 shares; 2025Q2: 43,455 shares; 2025Q3: 62,704 shares; 2025Q4: 88,919 shares 88,919 $18.9M 0.42% +26,215 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: 49,589 shares; 2024Q4: 44,143 shares; 2025Q1: 45,720 shares; 2025Q2: 46,303 shares; 2025Q3: 48,868 shares; 2025Q4: 57,893 shares 57,893 $18.7M 0.42% +9,025 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: 147,975 shares; 2024Q4: 173,490 shares; 2025Q1: 170,175 shares; 2025Q2: 158,450 shares; 2025Q3: 159,301 shares; 2025Q4: 154,940 shares 154,940 $18.6M 0.42% -4,361 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,926 shares; 2024Q4: 3,946 shares; 2025Q1: 12,513 shares; 2025Q2: 37,773 shares; 2025Q3: 63,713 shares; 2025Q4: 65,257 shares 65,257 $18.2M 0.41% +1,544 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: 16,533 shares; 2024Q4: 20,355 shares; 2025Q1: 19,619 shares; 2025Q2: 20,593 shares; 2025Q3: 21,387 shares; 2025Q4: 21,101 shares 21,101 $18.2M 0.41% -286 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: 49,136 shares; 2024Q4: 48,001 shares; 2025Q1: 49,034 shares; 2025Q2: 31,844 shares; 2025Q3: 34,270 shares; 2025Q4: 54,036 shares 54,036 $18.1M 0.41% +19,766 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,044 shares; 2024Q4: 159,527 shares; 2025Q1: 159,709 shares; 2025Q2: 161,088 shares; 2025Q3: 196,549 shares; 2025Q4: 211,658 shares 211,658 $18M 0.4% +15,109 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: 91,435 shares; 2024Q4: 72,122 shares; 2025Q1: 135,900 shares; 2025Q2: 161,692 shares; 2025Q3: 177,167 shares; 2025Q4: 197,423 shares 197,423 $17.7M 0.4% +20,256 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,437 shares; 2024Q4: 41,747 shares; 2025Q1: 44,051 shares; 2025Q2: 41,593 shares; 2025Q3: 173,540 shares; 2025Q4: 178,722 shares 178,722 $17.3M 0.39% +5,182 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,536 shares; 2024Q4: 70,552 shares; 2025Q1: 80,388 shares; 2025Q2: 130,413 shares; 2025Q3: 103,287 shares; 2025Q4: 86,337 shares 86,337 $17.1M 0.38% -16,950 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,461 shares; 2024Q4: 178,415 shares; 2025Q1: 172,694 shares; 2025Q2: 175,756 shares; 2025Q3: 168,653 shares; 2025Q4: 160,022 shares 160,022 $16.6M 0.37% -8,631 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 3,122 shares; 2025Q1: 344,275 shares; 2025Q2: 380,451 shares; 2025Q3: 397,773 shares; 2025Q4: 410,781 shares 410,781 $16.5M 0.37% +13,008 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: 15,737 shares; 2024Q4: 19,808 shares; 2025Q1: 20,091 shares; 2025Q2: 21,704 shares; 2025Q3: 22,626 shares; 2025Q4: 35,238 shares 35,238 $15.8M 0.36% +12,612 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: 53,900 shares; 2024Q4: 65,172 shares; 2025Q1: 77,355 shares; 2025Q2: 72,930 shares; 2025Q3: 72,990 shares; 2025Q4: 72,075 shares 72,075 $15.4M 0.35% -915 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,395 shares; 2024Q4: 152,471 shares; 2025Q1: 169,346 shares; 2025Q2: 224,226 shares; 2025Q3: 274,132 shares; 2025Q4: 306,917 shares 306,917 $15.3M 0.34% +32,785 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: 37,773 shares; 2024Q4: 39,284 shares; 2025Q1: 40,963 shares; 2025Q2: 43,664 shares; 2025Q3: 50,022 shares; 2025Q4: 43,563 shares 43,563 $15.3M 0.34% -6,459 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: 79,843 shares; 2024Q4: 87,530 shares; 2025Q1: 98,826 shares; 2025Q2: 120,841 shares; 2025Q3: 134,524 shares; 2025Q4: 136,945 shares 136,945 $15.3M 0.34% +2,421 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: 150,229 shares; 2024Q4: 480,549 shares; 2025Q1: 506,186 shares; 2025Q2: 516,353 shares; 2025Q3: 501,979 shares; 2025Q4: 569,737 shares 569,737 $14.9M 0.34% +67,758 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: 155,457 shares; 2024Q4: 169,897 shares; 2025Q1: 202,850 shares; 2025Q2: 203,218 shares; 2025Q3: 220,476 shares; 2025Q4: 236,007 shares 236,007 $14.7M 0.33% +15,531 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: 259,730 shares; 2024Q4: 245,686 shares; 2025Q1: 265,486 shares; 2025Q2: 258,511 shares; 2025Q3: 151,264 shares; 2025Q4: 153,132 shares 153,132 $14.7M 0.33% +1,868 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: 131,941 shares; 2024Q4: 137,760 shares; 2025Q1: 162,680 shares; 2025Q2: 194,470 shares; 2025Q3: 202,270 shares; 2025Q4: 220,898 shares 220,898 $14.6M 0.33% +18,628 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,943 shares; 2025Q1: 12,642 shares; 2025Q2: 32,280 shares; 2025Q3: 45,910 shares; 2025Q4: 45,947 shares 45,947 $13.9M 0.31% +37 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 30,982 shares; 2025Q1: 51,876 shares; 2025Q2: 58,400 shares; 2025Q3: 101,824 shares; 2025Q4: 142,248 shares 142,248 $13.4M 0.3% +40,424 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: 137,239 shares; 2024Q4: 182,150 shares; 2025Q1: 189,284 shares; 2025Q2: 151,719 shares; 2025Q3: 158,606 shares; 2025Q4: 178,756 shares 178,756 $13.2M 0.3% +20,150 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: 47,827 shares; 2024Q4: 51,909 shares; 2025Q1: 58,159 shares; 2025Q2: 116,437 shares; 2025Q3: 74,680 shares; 2025Q4: 68,876 shares 68,876 $13.2M 0.3% -5,804 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: 78,682 shares; 2024Q4: 82,238 shares; 2025Q1: 90,304 shares; 2025Q2: 88,835 shares; 2025Q3: 90,258 shares; 2025Q4: 103,971 shares 103,971 $12.5M 0.28% +13,713 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,903 shares; 2024Q4: 3,695 shares; 2025Q1: 4,375 shares; 2025Q2: 5,210 shares; 2025Q3: 5,017 shares; 2025Q4: 434,625 shares 434,625 $12.2M 0.27% +429,608 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,688 shares; 2024Q4: 165,631 shares; 2025Q1: 166,794 shares; 2025Q2: 173,626 shares; 2025Q3: 157,999 shares; 2025Q4: 161,432 shares 161,432 $12.2M 0.27% +3,433 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: 8,655 shares; 2024Q4: 21,153 shares; 2025Q1: 24,030 shares; 2025Q2: 23,590 shares; 2025Q3: 28,114 shares; 2025Q4: 65,187 shares 65,187 $12M 0.27% +37,073 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,587 shares; 2024Q4: 153,833 shares; 2025Q1: 151,803 shares; 2025Q2: 161,837 shares; 2025Q3: 175,955 shares; 2025Q4: 211,646 shares 211,646 $12M 0.27% +35,691 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: 21,584 shares; 2024Q4: 23,254 shares; 2025Q1: 29,678 shares; 2025Q2: 27,038 shares; 2025Q3: 30,945 shares; 2025Q4: 39,799 shares 39,799 $11.8M 0.26% +8,854 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,801 shares; 2024Q4: 67,839 shares; 2025Q1: 68,114 shares; 2025Q2: 64,018 shares; 2025Q3: 63,313 shares; 2025Q4: 62,448 shares 62,448 $11.4M 0.26% -865 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: 56,393 shares; 2024Q4: 66,727 shares; 2025Q1: 46,357 shares; 2025Q2: 78,707 shares; 2025Q3: 98,776 shares; 2025Q4: 151,023 shares 151,023 $11.4M 0.26% +52,247 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 361 shares; 2025Q1: 180,709 shares; 2025Q2: 210,471 shares; 2025Q3: 298,500 shares; 2025Q4: 317,223 shares 317,223 $11.2M 0.25% +18,723 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 477 shares; 2025Q1: 479 shares; 2025Q2: 882 shares; 2025Q3: 134,342 shares; 2025Q4: 218,850 shares 218,850 $11M 0.25% +84,508 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: 139,817 shares; 2024Q4: 125,392 shares; 2025Q1: 98,188 shares; 2025Q2: 42,985 shares; 2025Q3: 49,595 shares; 2025Q4: 61,052 shares 61,052 $10.9M 0.24% +11,457 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: 22,362 shares; 2024Q4: 29,452 shares; 2025Q1: 27,129 shares; 2025Q2: 32,760 shares; 2025Q3: 27,110 shares; 2025Q4: 31,479 shares 31,479 $10.8M 0.24% +4,369 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,038 shares; 2024Q4: 99,246 shares; 2025Q1: 105,118 shares; 2025Q2: 107,779 shares; 2025Q3: 198,499 shares; 2025Q4: 234,680 shares 234,680 $10.7M 0.24% +36,181 Timeline SCHZ 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: 133,564 shares; 2024Q4: 331,754 shares; 2025Q1: 367,891 shares; 2025Q2: 412,764 shares; 2025Q3: 421,612 shares; 2025Q4: 453,917 shares 453,917 $10.6M 0.24% +32,305 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636,090 shares; 2025Q4: 618,014 shares 618,014 $10.5M 0.24% -18,076 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: 31,070 shares; 2024Q4: 37,042 shares; 2025Q1: 73,734 shares; 2025Q2: 110,854 shares; 2025Q3: 96,884 shares; 2025Q4: 102,663 shares 102,663 $10.3M 0.23% +5,779 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: 32,603 shares; 2024Q4: 65,037 shares; 2025Q1: 69,194 shares; 2025Q2: 71,252 shares; 2025Q3: 70,653 shares; 2025Q4: 74,087 shares 74,087 $10.1M 0.23% +3,434 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: 15,816 shares; 2024Q4: 15,789 shares; 2025Q1: 15,741 shares; 2025Q2: 16,102 shares; 2025Q3: 17,123 shares; 2025Q4: 17,601 shares 17,601 $10M 0.23% +478 Timeline IAGG 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: 40,203 shares; 2024Q4: 44,398 shares; 2025Q1: 132,651 shares; 2025Q2: 216,751 shares; 2025Q3: 183,361 shares; 2025Q4: 198,772 shares 198,772 $9.94M 0.22% +15,411 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,709 shares; 2024Q4: 110,724 shares; 2025Q1: 103,274 shares; 2025Q2: 122,170 shares; 2025Q3: 155,701 shares; 2025Q4: 162,852 shares 162,852 $9.9M 0.22% +7,151 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: 38,321 shares; 2024Q4: 43,249 shares; 2025Q1: 41,916 shares; 2025Q2: 43,087 shares; 2025Q3: 43,374 shares; 2025Q4: 43,266 shares 43,266 $9.89M 0.22% -108 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: 8,118 shares; 2024Q4: 10,343 shares; 2025Q1: 14,018 shares; 2025Q2: 15,762 shares; 2025Q3: 15,651 shares; 2025Q4: 17,117 shares 17,117 $9.81M 0.22% +1,466 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: 66,423 shares; 2024Q4: 108,671 shares; 2025Q1: 111,510 shares; 2025Q2: 108,396 shares; 2025Q3: 121,227 shares; 2025Q4: 126,668 shares 126,668 $9.76M 0.22% +5,441 Timeline DFAU 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: 482,309 shares; 2024Q4: 487,193 shares; 2025Q1: 498,696 shares; 2025Q2: 104,640 shares; 2025Q3: 204,200 shares; 2025Q4: 208,351 shares 208,351 $9.75M 0.22% +4,151 Timeline IBDR 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: 317,581 shares; 2024Q4: 355,759 shares; 2025Q1: 396,183 shares; 2025Q2: 410,121 shares; 2025Q3: 409,918 shares; 2025Q4: 396,553 shares 396,553 $9.61M 0.22% -13,365 Timeline RSPR 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: 253,680 shares; 2024Q4: 272,529 shares; 2025Q1: 301,868 shares; 2025Q2: 308,087 shares; 2025Q3: 235,316 shares; 2025Q4: 281,946 shares 281,946 $9.48M 0.21% +46,630 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: 29,789 shares; 2024Q4: 51,499 shares; 2025Q1: 56,300 shares; 2025Q2: 60,784 shares; 2025Q3: 61,443 shares; 2025Q4: 65,970 shares 65,970 $9.45M 0.21% +4,527 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,461 shares; 2024Q4: 9,967 shares; 2025Q1: 54,410 shares; 2025Q2: 27,651 shares; 2025Q3: 29,566 shares; 2025Q4: 80,239 shares 80,239 $9.45M 0.21% +50,673 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: 22,845 shares; 2024Q4: 28,923 shares; 2025Q1: 21,563 shares; 2025Q2: 21,849 shares; 2025Q3: 22,479 shares; 2025Q4: 30,051 shares 30,051 $9.18M 0.21% +7,572 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,008 shares; 2024Q4: 12,091 shares; 2025Q1: 12,807 shares; 2025Q2: 9,439 shares; 2025Q3: 70,785 shares; 2025Q4: 110,827 shares 110,827 $9.18M 0.21% +40,042 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: 12,904 shares; 2024Q4: 28,084 shares; 2025Q1: 32,785 shares; 2025Q2: 31,317 shares; 2025Q3: 33,286 shares; 2025Q4: 35,273 shares 35,273 $9.1M 0.2% +1,987 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: 35,514 shares; 2024Q4: 37,667 shares; 2025Q1: 40,328 shares; 2025Q2: 47,280 shares; 2025Q3: 40,643 shares; 2025Q4: 46,442 shares 46,442 $9.05M 0.2% +5,799 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: 23,170 shares; 2024Q4: 24,301 shares; 2025Q1: 18,308 shares; 2025Q2: 20,740 shares; 2025Q3: 19,796 shares; 2025Q4: 22,776 shares 22,776 $9.03M 0.2% +2,980 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: 53,767 shares; 2024Q4: 123,283 shares; 2025Q1: 135,883 shares; 2025Q2: 127,988 shares; 2025Q3: 126,704 shares; 2025Q4: 163,305 shares 163,305 $8.98M 0.2% +36,601 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,317 shares; 2024Q4: 224,608 shares; 2025Q1: 209,259 shares; 2025Q2: 214,385 shares; 2025Q3: 208,554 shares; 2025Q4: 202,328 shares 202,328 $8.97M 0.2% -6,226 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 6,911 shares; 2025Q1: 25,221 shares; 2025Q2: 34,662 shares; 2025Q3: 37,258 shares; 2025Q4: 136,793 shares 136,793 $8.9M 0.2% +99,535 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: 2,858 shares; 2025Q1: 38,669 shares; 2025Q2: 42,949 shares; 2025Q3: 75,170 shares; 2025Q4: 71,344 shares 71,344 $8.86M 0.2% -3,826 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: 237,802 shares; 2024Q4: 233,991 shares; 2025Q1: 210,330 shares; 2025Q2: 196,989 shares; 2025Q3: 186,029 shares; 2025Q4: 191,835 shares 191,835 $8.84M 0.2% +5,806 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: 90,253 shares; 2024Q4: 100,745 shares; 2025Q1: 109,418 shares; 2025Q2: 33,036 shares; 2025Q3: 32,576 shares; 2025Q4: 60,660 shares 60,660 $8.73M 0.2% +28,084 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: 31,110 shares; 2024Q4: 29,586 shares; 2025Q1: 28,137 shares; 2025Q2: 29,427 shares; 2025Q3: 28,956 shares; 2025Q4: 31,432 shares 31,432 $8.7M 0.2% +2,476 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: 97,173 shares; 2024Q4: 74,335 shares; 2025Q1: 67,518 shares; 2025Q2: 143,530 shares; 2025Q3: 92,105 shares; 2025Q4: 123,531 shares 123,531 $8.58M 0.19% +31,426 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,036 shares; 2024Q4: 90,909 shares; 2025Q1: 87,236 shares; 2025Q2: 90,998 shares; 2025Q3: 89,368 shares; 2025Q4: 88,816 shares 88,816 $8.54M 0.19% -552 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: 15,814 shares; 2024Q4: 16,227 shares; 2025Q1: 17,138 shares; 2025Q2: 20,683 shares; 2025Q3: 12,955 shares; 2025Q4: 25,452 shares 25,452 $8.4M 0.19% +12,497 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: 21,507 shares; 2024Q4: 31,063 shares; 2025Q1: 27,286 shares; 2025Q2: 28,093 shares; 2025Q3: 49,121 shares; 2025Q4: 53,790 shares 53,790 $8.33M 0.19% +4,669 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,354 shares; 2025Q1: 184,513 shares; 2025Q2: 223,493 shares; 2025Q3: 312,634 shares; 2025Q4: 334,673 shares 334,673 $8.29M 0.19% +22,039 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: 49,026 shares; 2024Q4: 53,671 shares; 2025Q1: 62,509 shares; 2025Q2: 54,793 shares; 2025Q3: 47,879 shares; 2025Q4: 54,013 shares 54,013 $8.23M 0.18% +6,134 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,577 shares; 2024Q4: 45,886 shares; 2025Q1: 76,703 shares; 2025Q2: 144,370 shares; 2025Q3: 161,317 shares; 2025Q4: 163,150 shares 163,150 $8.09M 0.18% +1,833 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,852 shares; 2024Q4: 315,835 shares; 2025Q1: 348,871 shares; 2025Q2: 355,174 shares; 2025Q3: 357,214 shares; 2025Q4: 321,346 shares 321,346 $8.07M 0.18% -35,868 SHV 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: 150,780 shares; 2024Q4: 166,649 shares; 2025Q1: 172,951 shares; 2025Q2: 24,130 shares; 2025Q3: 52,973 shares; 2025Q4: 72,891 shares 72,891 $8.03M 0.18% +19,918 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: 148,682 shares; 2024Q4: 302,878 shares; 2025Q1: 293,815 shares; 2025Q2: 292,465 shares; 2025Q3: 296,187 shares; 2025Q4: 322,545 shares 322,545 $8.01M 0.18% +26,358 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: 8,166 shares; 2024Q4: 6,990 shares; 2025Q1: 15,314 shares; 2025Q2: 17,233 shares; 2025Q3: 17,688 shares; 2025Q4: 16,651 shares 16,651 $7.81M 0.18% -1,037 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,509 shares; 2024Q4: 47,899 shares; 2025Q1: 48,321 shares; 2025Q2: 57,707 shares; 2025Q3: 66,786 shares; 2025Q4: 146,547 shares 146,547 $7.73M 0.17% +79,761 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,587 shares; 2024Q4: 234,762 shares; 2025Q1: 219,104 shares; 2025Q2: 210,837 shares; 2025Q3: 206,139 shares; 2025Q4: 218,242 shares 218,242 $7.61M 0.17% +12,103 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: 30,379 shares; 2024Q4: 32,252 shares; 2025Q1: 33,331 shares; 2025Q2: 31,788 shares; 2025Q3: 32,415 shares; 2025Q4: 36,688 shares 36,688 $7.59M 0.17% +4,273 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: 17,322 shares; 2024Q4: 19,302 shares; 2025Q1: 35,073 shares; 2025Q2: 46,732 shares; 2025Q3: 47,382 shares; 2025Q4: 49,352 shares 49,352 $7.58M 0.17% +1,970 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,859 shares; 2024Q4: 177,532 shares; 2025Q1: 149,832 shares; 2025Q2: 152,929 shares; 2025Q3: 133,758 shares; 2025Q4: 125,419 shares 125,419 $7.55M 0.17% -8,339 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: 107,595 shares; 2024Q4: 117,762 shares; 2025Q1: 120,463 shares; 2025Q2: 132,579 shares; 2025Q3: 137,082 shares; 2025Q4: 166,112 shares 166,112 $7.51M 0.17% +29,030 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: 5,234 shares; 2024Q4: 5,736 shares; 2025Q1: 5,848 shares; 2025Q2: 4,014 shares; 2025Q3: 8,578 shares; 2025Q4: 21,392 shares 21,392 $7.49M 0.17% +12,814 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,724 shares; 2025Q1: 26,053 shares; 2025Q2: 59,065 shares; 2025Q3: 84,265 shares; 2025Q4: 65,139 shares 65,139 $7.46M 0.17% -19,126 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 33,691 shares; 2025Q1: 42,841 shares; 2025Q2: 43,667 shares; 2025Q3: 41,582 shares; 2025Q4: 36,070 shares 36,070 $7.2M 0.16% -5,512 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: 49,647 shares; 2024Q4: 61,142 shares; 2025Q1: 60,718 shares; 2025Q2: 66,722 shares; 2025Q3: 61,645 shares; 2025Q4: 58,926 shares 58,926 $7.17M 0.16% -2,719 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: 59,984 shares; 2024Q4: 90,350 shares; 2025Q1: 109,382 shares; 2025Q2: 94,067 shares; 2025Q3: 105,945 shares; 2025Q4: 133,137 shares 133,137 $7.16M 0.16% +27,192 Timeline IJJ 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: 32,380 shares; 2024Q4: 32,595 shares; 2025Q1: 34,036 shares; 2025Q2: 77,532 shares; 2025Q3: 52,577 shares; 2025Q4: 54,249 shares 54,249 $7.14M 0.16% +1,672 Timeline IBDS 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: 244,100 shares; 2024Q4: 252,995 shares; 2025Q1: 287,224 shares; 2025Q2: 303,559 shares; 2025Q3: 293,256 shares; 2025Q4: 293,946 shares 293,946 $7.14M 0.16% +690 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 30,420 shares; 2025Q1: 26,369 shares; 2025Q2: 63,259 shares; 2025Q3: 67,509 shares; 2025Q4: 54,368 shares 54,368 $7.11M 0.16% -13,141 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: 15,762 shares; 2024Q4: 18,622 shares; 2025Q1: 17,488 shares; 2025Q2: 18,721 shares; 2025Q3: 20,256 shares; 2025Q4: 56,041 shares 56,041 $7.02M 0.16% +35,785 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: 62,615 shares; 2024Q4: 93,600 shares; 2025Q1: 97,898 shares; 2025Q2: 92,306 shares; 2025Q3: 94,850 shares; 2025Q4: 94,811 shares 94,811 $6.97M 0.16% -39 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: 12,234 shares; 2024Q4: 47,023 shares; 2025Q1: 51,229 shares; 2025Q2: 38,278 shares; 2025Q3: 36,706 shares; 2025Q4: 37,859 shares 37,859 $6.94M 0.16% +1,153 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,856 shares; 2024Q4: 57,505 shares; 2025Q1: 56,586 shares; 2025Q2: 58,998 shares; 2025Q3: 68,107 shares; 2025Q4: 68,779 shares 68,779 $6.87M 0.15% +672 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: 99,379 shares; 2024Q4: 124,152 shares; 2025Q1: 121,142 shares; 2025Q2: 118,246 shares; 2025Q3: 126,778 shares; 2025Q4: 165,184 shares 165,184 $6.73M 0.15% +38,406 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: 5,533 shares; 2024Q4: 6,160 shares; 2025Q1: 6,396 shares; 2025Q2: 6,743 shares; 2025Q3: 6,721 shares; 2025Q4: 7,575 shares 7,575 $6.66M 0.15% +854 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 25,878 shares; 2025Q1: 97,394 shares; 2025Q2: 106,416 shares; 2025Q3: 117,629 shares; 2025Q4: 131,613 shares 131,613 $6.66M 0.15% +13,984 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,868 shares; 2024Q4: 126,956 shares; 2025Q1: 139,345 shares; 2025Q2: 151,518 shares; 2025Q3: 145,745 shares; 2025Q4: 142,266 shares 142,266 $6.62M 0.15% -3,479 Timeline MGC 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: 28,030 shares; 2024Q4: 25,849 shares; 2025Q1: 26,123 shares; 2025Q2: 25,717 shares; 2025Q3: 26,026 shares; 2025Q4: 26,056 shares 26,056 $6.54M 0.15% +30 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: 61,373 shares; 2024Q4: 71,025 shares; 2025Q1: 69,595 shares; 2025Q2: 69,229 shares; 2025Q3: 70,982 shares; 2025Q4: 152,827 shares 152,827 $6.52M 0.15% +81,845 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: 29,449 shares; 2024Q4: 31,955 shares; 2025Q1: 38,128 shares; 2025Q2: 39,108 shares; 2025Q3: 38,115 shares; 2025Q4: 40,564 shares 40,564 $6.51M 0.15% +2,449 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: 23,720 shares; 2024Q4: 19,076 shares; 2025Q1: 20,659 shares; 2025Q2: 21,347 shares; 2025Q3: 21,014 shares; 2025Q4: 21,117 shares 21,117 $6.42M 0.14% +103 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,457 shares; 2024Q4: 105,026 shares; 2025Q1: 109,737 shares; 2025Q2: 131,549 shares; 2025Q3: 128,121 shares; 2025Q4: 126,385 shares 126,385 $6.37M 0.14% -1,736 Timeline IXP 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 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 51 shares; 2025Q3: 173 shares; 2025Q4: 52,228 shares 52,228 $6.33M 0.14% +52,055 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,575 shares; 2024Q4: 109,696 shares; 2025Q1: 97,884 shares; 2025Q2: 99,050 shares; 2025Q3: 100,840 shares; 2025Q4: 100,245 shares 100,245 $6.31M 0.14% -595 Timeline IBDT 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: 195,697 shares; 2024Q4: 199,298 shares; 2025Q1: 232,683 shares; 2025Q2: 231,785 shares; 2025Q3: 222,847 shares; 2025Q4: 246,459 shares 246,459 $6.27M 0.14% +23,612 Timeline IAI 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: 206 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 263 shares; 2025Q3: 33,497 shares; 2025Q4: 34,895 shares 34,895 $6.26M 0.14% +1,398 Timeline IVLU 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: 258,166 shares; 2024Q4: 223,790 shares; 2025Q1: 190,495 shares; 2025Q2: 171,388 shares; 2025Q3: 160,427 shares; 2025Q4: 164,417 shares 164,417 $6.26M 0.14% +3,990 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,198 shares; 2024Q4: 8,266 shares; 2025Q1: 9,534 shares; 2025Q2: 16,210 shares; 2025Q3: 15,862 shares; 2025Q4: 24,476 shares 24,476 $6.19M 0.14% +8,614 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: 48,207 shares; 2024Q4: 59,832 shares; 2025Q1: 76,325 shares; 2025Q2: 64,807 shares; 2025Q3: 73,603 shares; 2025Q4: 77,601 shares 77,601 $6.16M 0.14% +3,998 Timeline DNOV 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: 125,189 shares; 2024Q4: 126,214 shares; 2025Q1: 126,214 shares; 2025Q2: 130,496 shares; 2025Q3: 126,334 shares; 2025Q4: 125,484 shares 125,484 $6.13M 0.14% -850 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: 7,994 shares; 2024Q4: 9,733 shares; 2025Q1: 11,027 shares; 2025Q2: 19,510 shares; 2025Q3: 22,896 shares; 2025Q4: 23,093 shares 23,093 $6.12M 0.14% +197 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: 57,314 shares; 2024Q4: 62,640 shares; 2025Q1: 61,433 shares; 2025Q2: 28,453 shares; 2025Q3: 20,842 shares; 2025Q4: 24,409 shares 24,409 $6.01M 0.13% +3,567 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,386 shares; 2024Q4: 72,612 shares; 2025Q1: 76,015 shares; 2025Q2: 87,011 shares; 2025Q3: 107,340 shares; 2025Q4: 128,089 shares 128,089 $6M 0.13% +20,749 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,997 shares; 2024Q4: 48,256 shares; 2025Q1: 55,582 shares; 2025Q2: 65,905 shares; 2025Q3: 53,994 shares; 2025Q4: 58,996 shares 58,996 $5.92M 0.13% +5,002 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: 17,312 shares; 2024Q4: 38,437 shares; 2025Q1: 43,431 shares; 2025Q2: 44,103 shares; 2025Q3: 43,174 shares; 2025Q4: 41,909 shares 41,909 $5.92M 0.13% -1,265 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: 7,868 shares; 2024Q4: 8,794 shares; 2025Q1: 11,295 shares; 2025Q2: 11,224 shares; 2025Q3: 10,740 shares; 2025Q4: 12,188 shares 12,188 $5.89M 0.13% +1,448 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,957 shares; 2024Q4: 110,875 shares; 2025Q1: 112,490 shares; 2025Q2: 119,325 shares; 2025Q3: 134,344 shares; 2025Q4: 137,019 shares 137,019 $5.88M 0.13% +2,675 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,564 shares; 2024Q4: 178,547 shares; 2025Q1: 188,062 shares; 2025Q2: 190,697 shares; 2025Q3: 196,946 shares; 2025Q4: 197,258 shares 197,258 $5.88M 0.13% +312 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 92,242 shares 92,242 $5.86M 0.13% +92,117 Timeline VLUE 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: 57,113 shares; 2024Q4: 54,361 shares; 2025Q1: 57,535 shares; 2025Q2: 48,313 shares; 2025Q3: 43,826 shares; 2025Q4: 42,256 shares 42,256 $5.78M 0.13% -1,570 Timeline FDD 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 2,304 shares; 2025Q2: 342,112 shares; 2025Q3: 322,972 shares; 2025Q4: 329,008 shares 329,008 $5.76M 0.13% +6,036 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: 93,661 shares; 2024Q4: 96,183 shares; 2025Q1: 87,434 shares; 2025Q2: 79,878 shares; 2025Q3: 96,845 shares; 2025Q4: 114,008 shares 114,008 $5.73M 0.13% +17,163 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: 19,359 shares; 2024Q4: 19,131 shares; 2025Q1: 33,858 shares; 2025Q2: 44,860 shares; 2025Q3: 54,001 shares; 2025Q4: 67,926 shares 67,926 $5.69M 0.13% +13,925 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,329 shares; 2024Q4: 40,160 shares; 2025Q1: 41,031 shares; 2025Q2: 41,916 shares; 2025Q3: 39,630 shares; 2025Q4: 36,514 shares 36,514 $5.66M 0.13% -3,116 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: 6,928 shares; 2024Q4: 14,022 shares; 2025Q1: 12,039 shares; 2025Q2: 13,265 shares; 2025Q3: 11,472 shares; 2025Q4: 11,846 shares 11,846 $5.61M 0.13% +374 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 4,589 shares; 2025Q1: 4,880 shares; 2025Q2: 4,760 shares; 2025Q3: 5,642 shares; 2025Q4: 59,344 shares 59,344 $5.56M 0.12% +53,702 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 5,658 shares; 2025Q1: 4,245 shares; 2025Q2: 3,459 shares; 2025Q3: 31,191 shares; 2025Q4: 55,241 shares 55,241 $5.55M 0.12% +24,050 Timeline IBDU 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: 98,581 shares; 2024Q4: 198,351 shares; 2025Q1: 230,332 shares; 2025Q2: 230,233 shares; 2025Q3: 220,719 shares; 2025Q4: 236,433 shares 236,433 $5.53M 0.12% +15,714 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: 88,969 shares; 2024Q4: 178,144 shares; 2025Q1: 181,711 shares; 2025Q2: 187,801 shares; 2025Q3: 194,255 shares; 2025Q4: 194,014 shares 194,014 $5.53M 0.12% -241 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,761 shares; 2024Q4: 45,469 shares; 2025Q1: 52,235 shares; 2025Q2: 49,623 shares; 2025Q3: 31,008 shares; 2025Q4: 64,186 shares 64,186 $5.51M 0.12% +33,178 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: 10,362 shares; 2024Q4: 35,286 shares; 2025Q1: 42,596 shares; 2025Q2: 43,435 shares; 2025Q3: 42,928 shares; 2025Q4: 57,287 shares 57,287 $5.5M 0.12% +14,359 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,511 shares; 2024Q4: 13,654 shares; 2025Q1: 13,669 shares; 2025Q2: 13,769 shares; 2025Q3: 14,368 shares; 2025Q4: 18,166 shares 18,166 $5.47M 0.12% +3,798 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: 40,408 shares; 2024Q4: 48,878 shares; 2025Q1: 40,056 shares; 2025Q2: 40,080 shares; 2025Q3: 55,091 shares; 2025Q4: 58,659 shares 58,659 $5.47M 0.12% +3,568 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,049 shares; 2024Q4: 11,605 shares; 2025Q1: 10,837 shares; 2025Q2: 10,597 shares; 2025Q3: 10,393 shares; 2025Q4: 13,172 shares 13,172 $5.44M 0.12% +2,779 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: 2,752 shares; 2024Q4: 4,586 shares; 2025Q1: 17,387 shares; 2025Q2: 18,077 shares; 2025Q3: 17,490 shares; 2025Q4: 18,685 shares 18,685 $5.38M 0.12% +1,195 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: 7,418 shares; 2024Q4: 7,642 shares; 2025Q1: 8,120 shares; 2025Q2: 10,824 shares; 2025Q3: 10,409 shares; 2025Q4: 79,643 shares 79,643 $5.35M 0.12% +69,234 Timeline IJS 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: 20,007 shares; 2024Q4: 20,411 shares; 2025Q1: 20,979 shares; 2025Q2: 70,139 shares; 2025Q3: 45,565 shares; 2025Q4: 46,459 shares 46,459 $5.28M 0.12% +894 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,775 shares; 2024Q4: 83,838 shares; 2025Q1: 103,297 shares; 2025Q2: 109,463 shares; 2025Q3: 111,410 shares; 2025Q4: 114,667 shares 114,667 $5.28M 0.12% +3,257 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: 28,711 shares; 2024Q4: 23,545 shares; 2025Q1: 23,131 shares; 2025Q2: 23,662 shares; 2025Q3: 24,931 shares; 2025Q4: 44,936 shares 44,936 $5.27M 0.12% +20,005 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: 124,417 shares; 2024Q4: 232,105 shares; 2025Q1: 201,339 shares; 2025Q2: 213,545 shares; 2025Q3: 209,968 shares; 2025Q4: 209,872 shares 209,872 $5.23M 0.12% -96 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: 3,801 shares; 2024Q4: 12,318 shares; 2025Q1: 15,513 shares; 2025Q2: 20,443 shares; 2025Q3: 34,227 shares; 2025Q4: 103,973 shares 103,973 $5.16M 0.12% +69,746 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,834 shares; 2024Q4: 47,137 shares; 2025Q1: 44,893 shares; 2025Q2: 77,443 shares; 2025Q3: 78,686 shares; 2025Q4: 72,233 shares 72,233 $5.16M 0.12% -6,453 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: 1,106 shares; 2024Q4: 96,213 shares; 2025Q1: 110,907 shares; 2025Q2: 124,206 shares; 2025Q3: 147,708 shares; 2025Q4: 147,154 shares 147,154 $5.15M 0.12% -554 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: 21,517 shares; 2024Q4: 39,427 shares; 2025Q1: 39,760 shares; 2025Q2: 37,984 shares; 2025Q3: 35,558 shares; 2025Q4: 44,733 shares 44,733 $5.09M 0.11% +9,175 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: 12,559 shares; 2024Q4: 68,744 shares; 2025Q1: 79,636 shares; 2025Q2: 73,020 shares; 2025Q3: 59,420 shares; 2025Q4: 57,766 shares 57,766 $5.06M 0.11% -1,654 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: 25,416 shares; 2024Q4: 34,477 shares; 2025Q1: 40,486 shares; 2025Q2: 51,603 shares; 2025Q3: 54,224 shares; 2025Q4: 61,767 shares 61,767 $5.05M 0.11% +7,543 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: 37,371 shares; 2024Q4: 120,110 shares; 2025Q1: 147,755 shares; 2025Q2: 167,061 shares; 2025Q3: 145,670 shares; 2025Q4: 136,736 shares 136,736 $5.05M 0.11% -8,934 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: 21,885 shares; 2024Q4: 21,963 shares; 2025Q1: 22,441 shares; 2025Q2: 20,098 shares; 2025Q3: 20,700 shares; 2025Q4: 50,485 shares 50,485 $5.04M 0.11% +29,785 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 117 shares; 2025Q1: 455 shares; 2025Q2: 393 shares; 2025Q3: 421 shares; 2025Q4: 73,921 shares 73,921 $5.04M 0.11% +73,500 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: 40,867 shares; 2024Q4: 40,074 shares; 2025Q1: 41,301 shares; 2025Q2: 40,679 shares; 2025Q3: 41,741 shares; 2025Q4: 39,532 shares 39,532 $5.04M 0.11% -2,209 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,384 shares; 2024Q4: 102,991 shares; 2025Q1: 116,248 shares; 2025Q2: 110,448 shares; 2025Q3: 110,823 shares; 2025Q4: 113,204 shares 113,204 $5.03M 0.11% +2,381 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,661 shares; 2024Q4: 35,869 shares; 2025Q1: 50,572 shares; 2025Q2: 57,660 shares; 2025Q3: 57,412 shares; 2025Q4: 63,044 shares 63,044 $5.03M 0.11% +5,632 Timeline IBDV 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: 91,294 shares; 2024Q4: 94,020 shares; 2025Q1: 124,394 shares; 2025Q2: 133,846 shares; 2025Q3: 126,691 shares; 2025Q4: 227,513 shares 227,513 $5.02M 0.11% +100,822 Timeline STIP 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: 2,673 shares; 2024Q4: 7,388 shares; 2025Q1: 29,816 shares; 2025Q2: 46,673 shares; 2025Q3: 46,447 shares; 2025Q4: 48,960 shares 48,960 $5.01M 0.11% +2,513 Timeline RWJ 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: 83,457 shares; 2024Q4: 85,064 shares; 2025Q1: 90,492 shares; 2025Q2: 101,912 shares; 2025Q3: 101,768 shares; 2025Q4: 102,804 shares 102,804 $5.01M 0.11% +1,036 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: 18,449 shares; 2024Q4: 20,730 shares; 2025Q1: 14,642 shares; 2025Q2: 12,128 shares; 2025Q3: 14,468 shares; 2025Q4: 16,189 shares 16,189 $4.99M 0.11% +1,721 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: 27,399 shares; 2025Q2: 161,749 shares; 2025Q3: 193,092 shares; 2025Q4: 231,832 shares 231,832 $4.92M 0.11% +38,740 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: 97,730 shares; 2024Q4: 96,619 shares; 2025Q1: 106,213 shares; 2025Q2: 92,557 shares; 2025Q3: 91,909 shares; 2025Q4: 92,731 shares 92,731 $4.9M 0.11% +822 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 86,640 shares; 2025Q1: 105,545 shares; 2025Q2: 111,938 shares; 2025Q3: 108,781 shares; 2025Q4: 108,509 shares 108,509 $4.81M 0.11% -272 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: 15,977 shares; 2024Q4: 19,629 shares; 2025Q1: 25,999 shares; 2025Q2: 25,599 shares; 2025Q3: 16,963 shares; 2025Q4: 18,518 shares 18,518 $4.76M 0.11% +1,555 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 13,365 shares; 2025Q1: 48,366 shares; 2025Q2: 20,758 shares; 2025Q3: 19,426 shares; 2025Q4: 18,832 shares 18,832 $4.71M 0.11% -594 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,952 shares; 2024Q4: 101,176 shares; 2025Q1: 102,441 shares; 2025Q2: 103,236 shares; 2025Q3: 99,861 shares; 2025Q4: 99,368 shares 99,368 $4.67M 0.1% -493 Timeline SPLB 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: 232,549 shares; 2024Q4: 245,799 shares; 2025Q1: 244,161 shares; 2025Q2: 247,071 shares; 2025Q3: 264,091 shares; 2025Q4: 204,601 shares 204,601 $4.62M 0.1% -59,490 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: 47,645 shares; 2024Q4: 62,517 shares; 2025Q1: 62,453 shares; 2025Q2: 61,144 shares; 2025Q3: 60,668 shares; 2025Q4: 65,862 shares 65,862 $4.6M 0.1% +5,194 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: 12,234 shares; 2024Q4: 14,360 shares; 2025Q1: 14,941 shares; 2025Q2: 15,002 shares; 2025Q3: 15,107 shares; 2025Q4: 19,700 shares 19,700 $4.56M 0.1% +4,593 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: 4,185 shares; 2024Q4: 13,110 shares; 2025Q1: 13,672 shares; 2025Q2: 13,891 shares; 2025Q3: 15,008 shares; 2025Q4: 15,462 shares 15,462 $4.48M 0.1% +454 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: 57,688 shares; 2024Q4: 130,533 shares; 2025Q1: 150,512 shares; 2025Q2: 175,034 shares; 2025Q3: 163,040 shares; 2025Q4: 186,051 shares 186,051 $4.47M 0.1% +23,011 Timeline QJUN 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: 142,402 shares; 2024Q4: 144,257 shares; 2025Q1: 150,788 shares; 2025Q2: 150,158 shares; 2025Q3: 142,841 shares; 2025Q4: 140,459 shares 140,459 $4.47M 0.1% -2,382 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: 2,142 shares; 2024Q4: 7,933 shares; 2025Q1: 8,504 shares; 2025Q2: 29,979 shares; 2025Q3: 38,674 shares; 2025Q4: 44,878 shares 44,878 $4.45M 0.1% +6,204 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: 1,948 shares; 2024Q4: 12,101 shares; 2025Q1: 15,037 shares; 2025Q2: 15,065 shares; 2025Q3: 15,582 shares; 2025Q4: 15,318 shares 15,318 $4.42M 0.1% -264 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: 57,761 shares; 2024Q4: 57,936 shares; 2025Q1: 42,206 shares; 2025Q2: 41,820 shares; 2025Q3: 47,616 shares; 2025Q4: 48,221 shares 48,221 $4.41M 0.1% +605 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: 136,875 shares; 2024Q4: 136,398 shares; 2025Q1: 68,583 shares; 2025Q2: 73,476 shares; 2025Q3: 81,691 shares; 2025Q4: 76,870 shares 76,870 $4.4M 0.1% -4,821 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,025 shares; 2024Q4: 271,132 shares; 2025Q1: 277,580 shares; 2025Q2: 260,034 shares; 2025Q3: 262,852 shares; 2025Q4: 274,686 shares 274,686 $4.38M 0.1% +11,834 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: 8,074 shares; 2024Q4: 7,469 shares; 2025Q1: 3,330 shares; 2025Q2: 3,157 shares; 2025Q3: 3,383 shares; 2025Q4: 9,369 shares 9,369 $4.36M 0.1% +5,986 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 21,735 shares; 2025Q1: 21,804 shares; 2025Q2: 30,219 shares; 2025Q3: 31,889 shares; 2025Q4: 35,333 shares 35,333 $4.36M 0.1% +3,444 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 45,551 shares; 2025Q1: 63,976 shares; 2025Q2: 109,511 shares; 2025Q3: 109,561 shares; 2025Q4: 95,386 shares 95,386 $4.36M 0.1% -14,175 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 3,999 shares; 2025Q1: 691 shares; 2025Q2: 706 shares; 2025Q3: 691 shares; 2025Q4: 138,271 shares 138,271 $4.32M 0.1% +137,580 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: 1,834 shares; 2024Q4: 2,403 shares; 2025Q1: 2,710 shares; 2025Q2: 11,142 shares; 2025Q3: 11,599 shares; 2025Q4: 17,784 shares 17,784 $4.31M 0.1% +6,185 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: 1,266 shares; 2024Q4: 1,340 shares; 2025Q1: 1,540 shares; 2025Q2: 30,649 shares; 2025Q3: 36,143 shares; 2025Q4: 47,086 shares 47,086 $4.29M 0.1% +10,943 Timeline XSOE 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: 126,472 shares; 2024Q4: 138,599 shares; 2025Q1: 136,447 shares; 2025Q2: 123,880 shares; 2025Q3: 118,578 shares; 2025Q4: 108,463 shares 108,463 $4.23M 0.1% -10,115 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: 49,993 shares; 2024Q4: 57,122 shares; 2025Q1: 55,213 shares; 2025Q2: 58,146 shares; 2025Q3: 60,509 shares; 2025Q4: 59,880 shares 59,880 $4.16M 0.09% -629 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,741 shares; 2024Q4: 147,342 shares; 2025Q1: 139,373 shares; 2025Q2: 172,752 shares; 2025Q3: 109,520 shares; 2025Q4: 112,633 shares 112,633 $4.15M 0.09% +3,113 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,565 shares; 2024Q4: 168,295 shares; 2025Q1: 164,714 shares; 2025Q2: 56,551 shares; 2025Q3: 51,559 shares; 2025Q4: 87,903 shares 87,903 $4.13M 0.09% +36,344 Timeline IBTI 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: 130,611 shares; 2024Q4: 209,899 shares; 2025Q1: 216,764 shares; 2025Q2: 227,324 shares; 2025Q3: 176,642 shares; 2025Q4: 184,730 shares 184,730 $4.13M 0.09% +8,088 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: 57,418 shares; 2024Q4: 69,740 shares; 2025Q1: 54,275 shares; 2025Q2: 49,789 shares; 2025Q3: 49,948 shares; 2025Q4: 51,347 shares 51,347 $4.12M 0.09% +1,399 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,622 shares; 2025Q1: 17,635 shares; 2025Q2: 28,128 shares; 2025Q3: 37,346 shares; 2025Q4: 40,429 shares 40,429 $4.11M 0.09% +3,083 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1,031 shares; 2025Q3: 585 shares; 2025Q4: 69,694 shares 69,694 $4.1M 0.09% +69,109 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,378 shares; 2025Q1: 3,316 shares; 2025Q2: 48,695 shares; 2025Q3: 58,899 shares; 2025Q4: 74,695 shares 74,695 $4.04M 0.09% +15,796 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: 79,468 shares; 2024Q4: 93,197 shares; 2025Q1: 89,026 shares; 2025Q2: 78,197 shares; 2025Q3: 85,009 shares; 2025Q4: 117,319 shares 117,319 $4.02M 0.09% +32,310 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,757 shares; 2024Q4: 41,354 shares; 2025Q1: 49,485 shares; 2025Q2: 49,949 shares; 2025Q3: 49,499 shares; 2025Q4: 48,131 shares 48,131 $4.02M 0.09% -1,368 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: 59,542 shares; 2024Q4: 65,849 shares; 2025Q1: 69,048 shares; 2025Q2: 68,275 shares; 2025Q3: 66,603 shares; 2025Q4: 49,498 shares 49,498 $3.99M 0.09% -17,105 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: 9,809 shares; 2024Q4: 19,036 shares; 2025Q1: 18,044 shares; 2025Q2: 15,936 shares; 2025Q3: 16,148 shares; 2025Q4: 13,954 shares 13,954 $3.98M 0.09% -2,194 Timeline EMB 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: 34,752 shares; 2024Q4: 35,225 shares; 2025Q1: 36,530 shares; 2025Q2: 36,724 shares; 2025Q3: 40,043 shares; 2025Q4: 41,340 shares 41,340 $3.98M 0.09% +1,297 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: 3,060 shares; 2024Q4: 4,335 shares; 2025Q1: 4,218 shares; 2025Q2: 2,563 shares; 2025Q3: 2,678 shares; 2025Q4: 4,517 shares 4,517 $3.97M 0.09% +1,839 Timeline DJAN 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: 352,539 shares; 2024Q4: 352,593 shares; 2025Q1: 91,172 shares; 2025Q2: 91,261 shares; 2025Q3: 91,091 shares; 2025Q4: 91,091 shares 91,091 $3.95M 0.09% 0 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: 5,745 shares; 2024Q4: 6,102 shares; 2025Q1: 6,911 shares; 2025Q2: 7,394 shares; 2025Q3: 8,119 shares; 2025Q4: 11,980 shares 11,980 $3.92M 0.09% +3,861 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 13,121 shares; 2025Q1: 17,691 shares; 2025Q2: 143,923 shares; 2025Q3: 151,154 shares; 2025Q4: 165,187 shares 165,187 $3.91M 0.09% +14,033 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: 5,288 shares; 2024Q4: 36,557 shares; 2025Q1: 45,268 shares; 2025Q2: 55,649 shares; 2025Q3: 54,942 shares; 2025Q4: 96,967 shares 96,967 $3.9M 0.09% +42,025 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: 29,019 shares; 2024Q4: 51,358 shares; 2025Q1: 52,881 shares; 2025Q2: 4,202 shares; 2025Q3: 9,549 shares; 2025Q4: 10,778 shares 10,778 $3.88M 0.09% +1,229 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,272 shares; 2024Q4: 47,900 shares; 2025Q1: 43,157 shares; 2025Q2: 41,262 shares; 2025Q3: 35,973 shares; 2025Q4: 36,007 shares 36,007 $3.84M 0.09% +34 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,667 shares; 2024Q4: 9,444 shares; 2025Q1: 9,638 shares; 2025Q2: 7,843 shares; 2025Q3: 8,274 shares; 2025Q4: 8,223 shares 8,223 $3.84M 0.09% -51 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 102,703 shares; 2025Q1: 135,790 shares; 2025Q2: 158,670 shares; 2025Q3: 210,372 shares; 2025Q4: 221,472 shares 221,472 $3.83M 0.09% +11,100 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 639 shares; 2025Q1: 26,726 shares; 2025Q2: 68,699 shares; 2025Q3: 79,149 shares; 2025Q4: 80,664 shares 80,664 $3.83M 0.09% +1,515 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: 28,939 shares; 2024Q4: 71,014 shares; 2025Q1: 78,445 shares; 2025Q2: 79,461 shares; 2025Q3: 76,924 shares; 2025Q4: 75,078 shares 75,078 $3.81M 0.09% -1,846 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: 12,456 shares; 2024Q4: 15,456 shares; 2025Q1: 17,964 shares; 2025Q2: 21,182 shares; 2025Q3: 21,834 shares; 2025Q4: 14,791 shares 14,791 $3.8M 0.09% -7,043 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: 1,322 shares; 2024Q4: 2,407 shares; 2025Q1: 1,838 shares; 2025Q2: 2,655 shares; 2025Q3: 3,652 shares; 2025Q4: 4,635 shares 4,635 $3.8M 0.09% +983 Timeline SDOG ALPS ETF TR More: the full row for ALPS 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: 500 shares; 2025Q3: 11,177 shares; 2025Q4: 62,745 shares 62,745 $3.79M 0.09% +51,568 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,710 shares; 2024Q4: 10,276 shares; 2025Q1: 15,314 shares; 2025Q2: 19,686 shares; 2025Q3: 20,096 shares; 2025Q4: 29,806 shares 29,806 $3.78M 0.08% +9,710 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 32,102 shares; 2025Q1: 35,380 shares; 2025Q2: 34,840 shares; 2025Q3: 34,215 shares; 2025Q4: 34,250 shares 34,250 $3.76M 0.08% +35 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 23,197 shares; 2025Q1: 29,759 shares; 2025Q2: 34,320 shares; 2025Q3: 32,467 shares; 2025Q4: 42,043 shares 42,043 $3.75M 0.08% +9,576 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: 4,316 shares; 2024Q4: 11,001 shares; 2025Q1: 9,885 shares; 2025Q2: 10,066 shares; 2025Q3: 10,240 shares; 2025Q4: 13,599 shares 13,599 $3.74M 0.08% +3,359 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: 4,160 shares; 2024Q4: 4,835 shares; 2025Q1: 5,116 shares; 2025Q2: 4,522 shares; 2025Q3: 4,515 shares; 2025Q4: 5,725 shares 5,725 $3.74M 0.08% +1,210 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,655 shares; 2024Q4: 81,932 shares; 2025Q1: 88,142 shares; 2025Q2: 70,280 shares; 2025Q3: 49,752 shares; 2025Q4: 49,871 shares 49,871 $3.72M 0.08% +119 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 5,053 shares; 2025Q1: 9,324 shares; 2025Q2: 2,024 shares; 2025Q3: 1,986 shares; 2025Q4: 24,713 shares 24,713 $3.72M 0.08% +22,727 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,680 shares; 2025Q3: 100,819 shares; 2025Q4: 100,774 shares 100,774 $3.71M 0.08% -45 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 17,688 shares; 2025Q1: 21,588 shares; 2025Q2: 68,380 shares; 2025Q3: 78,266 shares; 2025Q4: 80,274 shares 80,274 $3.66M 0.08% +2,008 Timeline FTA 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: 49,890 shares; 2024Q4: 51,947 shares; 2025Q1: 40,336 shares; 2025Q2: 38,692 shares; 2025Q3: 40,708 shares; 2025Q4: 42,400 shares 42,400 $3.65M 0.08% +1,692 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: 12,636 shares; 2024Q4: 12,673 shares; 2025Q1: 12,965 shares; 2025Q2: 13,814 shares; 2025Q3: 13,856 shares; 2025Q4: 12,496 shares 12,496 $3.63M 0.08% -1,360 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,828 shares 94,828 $3.61M 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 4,836 shares; 2025Q1: 10,760 shares; 2025Q2: 9,120 shares; 2025Q3: 6,022 shares; 2025Q4: 9,700 shares 9,700 $3.59M 0.08% +3,678 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 11,311 shares; 2025Q1: 6,598 shares; 2025Q2: 36,415 shares; 2025Q3: 46,060 shares; 2025Q4: 47,670 shares 47,670 $3.58M 0.08% +1,610 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 50,773 shares; 2025Q1: 58,989 shares; 2025Q2: 60,941 shares; 2025Q3: 62,658 shares; 2025Q4: 65,337 shares 65,337 $3.57M 0.08% +2,679 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: 29,904 shares; 2024Q4: 32,727 shares; 2025Q1: 39,624 shares; 2025Q2: 47,563 shares; 2025Q3: 48,920 shares; 2025Q4: 61,844 shares 61,844 $3.57M 0.08% +12,924 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 4,513 shares; 2025Q1: 10,289 shares; 2025Q2: 44,077 shares; 2025Q3: 45,711 shares; 2025Q4: 45,706 shares 45,706 $3.54M 0.08% -5 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: 11,802 shares; 2024Q4: 15,038 shares; 2025Q1: 14,318 shares; 2025Q2: 24,707 shares; 2025Q3: 31,253 shares; 2025Q4: 32,986 shares 32,986 $3.53M 0.08% +1,733 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,135 shares; 2024Q4: 46,235 shares; 2025Q1: 41,391 shares; 2025Q2: 42,077 shares; 2025Q3: 77,966 shares; 2025Q4: 75,673 shares 75,673 $3.51M 0.08% -2,293 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,956 shares; 2024Q4: 106,272 shares; 2025Q1: 101,398 shares; 2025Q2: 92,622 shares; 2025Q3: 63,108 shares; 2025Q4: 62,151 shares 62,151 $3.5M 0.08% -957 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,639 shares; 2024Q4: 90,882 shares; 2025Q1: 97,335 shares; 2025Q2: 126,593 shares; 2025Q3: 131,119 shares; 2025Q4: 135,644 shares 135,644 $3.49M 0.08% +4,525 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,731 shares; 2024Q4: 70,880 shares; 2025Q1: 79,804 shares; 2025Q2: 74,071 shares; 2025Q3: 112,638 shares; 2025Q4: 132,952 shares 132,952 $3.49M 0.08% +20,314 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 12,220 shares; 2025Q1: 26,844 shares; 2025Q2: 47,333 shares; 2025Q3: 49,163 shares; 2025Q4: 59,703 shares 59,703 $3.49M 0.08% +10,540 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: 14,576 shares; 2024Q4: 65,316 shares; 2025Q1: 92,678 shares; 2025Q2: 121,454 shares; 2025Q3: 148,876 shares; 2025Q4: 148,954 shares 148,954 $3.48M 0.08% +78 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: 4,752 shares; 2024Q4: 16,018 shares; 2025Q1: 19,849 shares; 2025Q2: 19,845 shares; 2025Q3: 19,062 shares; 2025Q4: 20,486 shares 20,486 $3.46M 0.08% +1,424 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: 3,027 shares; 2024Q4: 5,362 shares; 2025Q1: 6,960 shares; 2025Q2: 6,195 shares; 2025Q3: 5,700 shares; 2025Q4: 6,033 shares 6,033 $3.44M 0.08% +333 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: 13,041 shares; 2024Q4: 12,868 shares; 2025Q1: 13,047 shares; 2025Q2: 21,369 shares; 2025Q3: 15,971 shares; 2025Q4: 14,246 shares 14,246 $3.44M 0.08% -1,725 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: 52,422 shares 52,422 $3.43M 0.08% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 55,744 shares; 2025Q1: 46,674 shares; 2025Q2: 52,426 shares; 2025Q3: 50,697 shares; 2025Q4: 55,387 shares 55,387 $3.42M 0.08% +4,690 Timeline EDIV 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: 62,641 shares; 2024Q4: 64,788 shares; 2025Q1: 67,874 shares; 2025Q2: 75,896 shares; 2025Q3: 85,833 shares; 2025Q4: 87,304 shares 87,304 $3.42M 0.08% +1,471 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,355 shares; 2024Q4: 30,095 shares; 2025Q1: 31,612 shares; 2025Q2: 37,362 shares; 2025Q3: 31,874 shares; 2025Q4: 36,636 shares 36,636 $3.4M 0.08% +4,762 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: 1,743 shares; 2024Q4: 1,949 shares; 2025Q1: 4,893 shares; 2025Q2: 4,797 shares; 2025Q3: 4,903 shares; 2025Q4: 22,172 shares 22,172 $3.4M 0.08% +17,269 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: 51,055 shares; 2024Q4: 52,395 shares; 2025Q1: 60,626 shares; 2025Q2: 63,887 shares; 2025Q3: 56,800 shares; 2025Q4: 58,618 shares 58,618 $3.39M 0.08% +1,818 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: 1,273 shares; 2024Q4: 7,161 shares; 2025Q1: 5,707 shares; 2025Q2: 12,602 shares; 2025Q3: 14,490 shares; 2025Q4: 20,667 shares 20,667 $3.35M 0.08% +6,177 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,816 shares; 2024Q4: 45,749 shares; 2025Q1: 42,515 shares; 2025Q2: 41,417 shares; 2025Q3: 39,901 shares; 2025Q4: 42,138 shares 42,138 $3.35M 0.08% +2,237 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 4,312 shares; 2025Q1: 12,994 shares; 2025Q2: 50,929 shares; 2025Q3: 63,136 shares; 2025Q4: 66,852 shares 66,852 $3.34M 0.07% +3,716 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 49,311 shares; 2025Q2: 65,992 shares; 2025Q3: 79,268 shares; 2025Q4: 85,313 shares 85,313 $3.34M 0.07% +6,045 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 172,180 shares; 2025Q1: 225,672 shares; 2025Q2: 224,426 shares; 2025Q3: 207,345 shares; 2025Q4: 202,895 shares 202,895 $3.33M 0.07% -4,450 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: 23,679 shares; 2024Q4: 18,657 shares; 2025Q1: 19,649 shares; 2025Q2: 19,214 shares; 2025Q3: 20,181 shares; 2025Q4: 23,171 shares 23,171 $3.33M 0.07% +2,990 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 47,726 shares; 2025Q1: 60,969 shares; 2025Q2: 59,567 shares; 2025Q3: 59,976 shares; 2025Q4: 59,984 shares 59,984 $3.32M 0.07% +8 FNDX 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: 16,528 shares; 2024Q4: 52,922 shares; 2025Q1: 62,728 shares; 2025Q2: 88,433 shares; 2025Q3: 94,667 shares; 2025Q4: 120,957 shares 120,957 $3.29M 0.07% +26,290 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: 15,342 shares; 2024Q4: 12,187 shares; 2025Q1: 10,881 shares; 2025Q2: 12,689 shares; 2025Q3: 12,838 shares; 2025Q4: 22,553 shares 22,553 $3.26M 0.07% +9,715 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: 49,212 shares; 2024Q4: 52,535 shares; 2025Q1: 17,993 shares; 2025Q2: 14,337 shares; 2025Q3: 11,892 shares; 2025Q4: 27,902 shares 27,902 $3.26M 0.07% +16,010 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: 8,304 shares; 2024Q4: 8,585 shares; 2025Q1: 8,190 shares; 2025Q2: 7,914 shares; 2025Q3: 8,515 shares; 2025Q4: 8,703 shares 8,703 $3.25M 0.07% +188 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,955 shares; 2024Q4: 84,467 shares; 2025Q1: 246,652 shares; 2025Q2: 196,676 shares; 2025Q3: 50,075 shares; 2025Q4: 63,297 shares 63,297 $3.24M 0.07% +13,222 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: 13,124 shares; 2024Q4: 14,020 shares; 2025Q1: 12,624 shares; 2025Q2: 12,206 shares; 2025Q3: 12,324 shares; 2025Q4: 37,114 shares 37,114 $3.24M 0.07% +24,790 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,394 shares; 2024Q4: 3,492 shares; 2025Q1: 24,742 shares; 2025Q2: 30,730 shares; 2025Q3: 34,155 shares; 2025Q4: 37,817 shares 37,817 $3.23M 0.07% +3,662 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,365 shares; 2025Q4: 156,871 shares 156,871 $3.22M 0.07% -494 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: 25,107 shares; 2024Q4: 15,296 shares; 2025Q1: 20,461 shares; 2025Q2: 16,188 shares; 2025Q3: 6,928 shares; 2025Q4: 6,704 shares 6,704 $3.22M 0.07% -224 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,783 shares; 2024Q4: 112,659 shares; 2025Q1: 129,086 shares; 2025Q2: 117,509 shares; 2025Q3: 98,311 shares; 2025Q4: 90,897 shares 90,897 $3.21M 0.07% -7,414 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,146 shares; 2025Q2: 123,550 shares; 2025Q3: 120,462 shares; 2025Q4: 115,169 shares 115,169 $3.19M 0.07% -5,293 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: 6,138 shares; 2024Q4: 7,975 shares; 2025Q1: 10,234 shares; 2025Q2: 52,299 shares; 2025Q3: 51,338 shares; 2025Q4: 56,550 shares 56,550 $3.19M 0.07% +5,212 Timeline IDEV 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: 26,259 shares; 2024Q4: 26,377 shares; 2025Q1: 34,009 shares; 2025Q2: 35,533 shares; 2025Q3: 43,259 shares; 2025Q4: 38,501 shares 38,501 $3.18M 0.07% -4,758 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,753 shares; 2024Q4: 55,842 shares; 2025Q1: 57,960 shares; 2025Q2: 59,553 shares; 2025Q3: 59,940 shares; 2025Q4: 61,261 shares 61,261 $3.17M 0.07% +1,321 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 9,570 shares; 2025Q2: 18,444 shares; 2025Q3: 37,420 shares; 2025Q4: 41,696 shares 41,696 $3.15M 0.07% +4,276 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: 1,653 shares; 2024Q4: 4,784 shares; 2025Q1: 28,759 shares; 2025Q2: 35,086 shares; 2025Q3: 34,965 shares; 2025Q4: 33,960 shares 33,960 $3.14M 0.07% -1,005 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,468 shares; 2024Q4: 82,768 shares; 2025Q1: 77,468 shares; 2025Q2: 74,343 shares; 2025Q3: 70,823 shares; 2025Q4: 78,675 shares 78,675 $3.11M 0.07% +7,852 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 24,954 shares; 2025Q3: 80,226 shares; 2025Q4: 93,230 shares 93,230 $3.1M 0.07% +13,004 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: 2,642 shares; 2024Q4: 3,891 shares; 2025Q1: 17,050 shares; 2025Q2: 24,397 shares; 2025Q3: 23,748 shares; 2025Q4: 22,960 shares 22,960 $3.1M 0.07% -788 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: 14,070 shares; 2024Q4: 16,297 shares; 2025Q1: 16,571 shares; 2025Q2: 23,739 shares; 2025Q3: 24,454 shares; 2025Q4: 15,877 shares 15,877 $3.1M 0.07% -8,577 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: 6,330 shares; 2024Q4: 7,508 shares; 2025Q1: 5,913 shares; 2025Q2: 5,582 shares; 2025Q3: 5,332 shares; 2025Q4: 5,333 shares 5,333 $3.09M 0.07% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,462 shares; 2024Q4: 28,424 shares; 2025Q1: 30,358 shares; 2025Q2: 24,889 shares; 2025Q3: 26,405 shares; 2025Q4: 25,891 shares 25,891 $3.09M 0.07% -514 Timeline LDUR 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: 30,783 shares; 2024Q4: 30,554 shares; 2025Q1: 31,187 shares; 2025Q2: 34,168 shares; 2025Q3: 35,846 shares; 2025Q4: 32,170 shares 32,170 $3.09M 0.07% -3,676 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,014 shares; 2024Q4: 40,142 shares; 2025Q1: 32,744 shares; 2025Q2: 36,326 shares; 2025Q3: 33,583 shares; 2025Q4: 27,091 shares 27,091 $3.09M 0.07% -6,492 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: 7,229 shares; 2024Q4: 7,248 shares; 2025Q1: 7,688 shares; 2025Q2: 7,510 shares; 2025Q3: 14,651 shares; 2025Q4: 21,870 shares 21,870 $3.08M 0.07% +7,219 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,096 shares; 2024Q4: 24,768 shares; 2025Q1: 20,860 shares; 2025Q2: 21,162 shares; 2025Q3: 20,978 shares; 2025Q4: 19,231 shares 19,231 $3.07M 0.07% -1,747 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,690 shares; 2024Q4: 52,782 shares; 2025Q1: 48,197 shares; 2025Q2: 40,549 shares; 2025Q3: 38,680 shares; 2025Q4: 65,136 shares 65,136 $3.05M 0.07% +26,456 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: 49,799 shares; 2024Q4: 50,027 shares; 2025Q1: 47,392 shares; 2025Q2: 45,012 shares; 2025Q3: 30,138 shares; 2025Q4: 35,900 shares 35,900 $3.02M 0.07% +5,762 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: 10,756 shares; 2024Q4: 10,920 shares; 2025Q1: 11,186 shares; 2025Q2: 11,615 shares; 2025Q3: 12,030 shares; 2025Q4: 11,226 shares 11,226 $3.01M 0.07% -804 Timeline ICVT 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: 5,000 shares; 2024Q4: 4,415 shares; 2025Q1: 24,834 shares; 2025Q2: 31,419 shares; 2025Q3: 30,700 shares; 2025Q4: 30,294 shares 30,294 $2.98M 0.07% -406 Timeline HYDB 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: 95 shares; 2024Q4: 14,611 shares; 2025Q1: 27,552 shares; 2025Q2: 50,217 shares; 2025Q3: 58,274 shares; 2025Q4: 62,880 shares 62,880 $2.98M 0.07% +4,606 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,174 shares; 2024Q4: 43,456 shares; 2025Q1: 43,780 shares; 2025Q2: 55,806 shares; 2025Q3: 56,904 shares; 2025Q4: 58,339 shares 58,339 $2.97M 0.07% +1,435 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 185,204 shares; 2025Q2: 193,204 shares; 2025Q3: 216,404 shares; 2025Q4: 191,204 shares 191,204 $2.95M 0.07% -25,200 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: 24,440 shares; 2024Q4: 27,181 shares; 2025Q1: 29,164 shares; 2025Q2: 30,997 shares; 2025Q3: 30,373 shares; 2025Q4: 28,036 shares 28,036 $2.95M 0.07% -2,337 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 35,447 shares; 2025Q1: 44,281 shares; 2025Q2: 45,831 shares; 2025Q3: 42,002 shares; 2025Q4: 41,890 shares 41,890 $2.95M 0.07% -112 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,331 shares; 2024Q4: 45,129 shares; 2025Q1: 47,191 shares; 2025Q2: 47,491 shares; 2025Q3: 46,285 shares; 2025Q4: 49,993 shares 49,993 $2.94M 0.07% +3,708 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,066 shares; 2024Q4: 63,167 shares; 2025Q1: 33,230 shares; 2025Q2: 51,274 shares; 2025Q3: 66,010 shares; 2025Q4: 59,781 shares 59,781 $2.94M 0.07% -6,229 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: 30,137 shares; 2025Q1: 44,821 shares; 2025Q2: 29,436 shares; 2025Q3: 15,654 shares; 2025Q4: 17,015 shares 17,015 $2.91M 0.07% +1,361 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 7,081 shares; 2025Q1: 102,717 shares; 2025Q2: 119,937 shares; 2025Q3: 110,169 shares; 2025Q4: 127,452 shares 127,452 $2.89M 0.06% +17,283 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: 63,142 shares; 2024Q4: 66,538 shares; 2025Q1: 42,812 shares; 2025Q2: 31,741 shares; 2025Q3: 29,747 shares; 2025Q4: 31,127 shares 31,127 $2.88M 0.06% +1,380 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,176 shares; 2024Q4: 52,699 shares; 2025Q1: 53,339 shares; 2025Q2: 52,252 shares; 2025Q3: 44,386 shares; 2025Q4: 65,260 shares 65,260 $2.87M 0.06% +20,874 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,968 shares; 2024Q4: 43,723 shares; 2025Q1: 44,708 shares; 2025Q2: 46,989 shares; 2025Q3: 47,258 shares; 2025Q4: 45,204 shares 45,204 $2.86M 0.06% -2,054 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: 944 shares; 2024Q4: 15,523 shares; 2025Q1: 13,442 shares; 2025Q2: 12,248 shares; 2025Q3: 12,278 shares; 2025Q4: 16,264 shares 16,264 $2.82M 0.06% +3,986 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 7,737 shares; 2025Q1: 11,866 shares; 2025Q2: 11,962 shares; 2025Q3: 11,565 shares; 2025Q4: 12,257 shares 12,257 $2.82M 0.06% +692 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,403 shares; 2025Q1: 4,364 shares; 2025Q2: 3,693 shares; 2025Q3: 6,310 shares; 2025Q4: 7,962 shares 7,962 $2.81M 0.06% +1,652 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,797 shares; 2025Q2: 48,600 shares; 2025Q3: 54,174 shares; 2025Q4: 55,107 shares 55,107 $2.79M 0.06% +933 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,286 shares; 2024Q4: 103,611 shares; 2025Q1: 122,123 shares; 2025Q2: 48,275 shares; 2025Q3: 73,622 shares; 2025Q4: 73,133 shares 73,133 $2.79M 0.06% -489 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 49 shares; 2025Q2: 51,080 shares; 2025Q3: 66,729 shares; 2025Q4: 72,091 shares 72,091 $2.78M 0.06% +5,362 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: 13,553 shares; 2024Q4: 20,885 shares; 2025Q1: 16,079 shares; 2025Q2: 16,630 shares; 2025Q3: 17,348 shares; 2025Q4: 16,247 shares 16,247 $2.78M 0.06% -1,101 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,786 shares; 2024Q4: 7,713 shares; 2025Q1: 7,641 shares; 2025Q2: 7,500 shares; 2025Q3: 7,682 shares; 2025Q4: 8,521 shares 8,521 $2.76M 0.06% +839 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: 1,291 shares; 2024Q4: 1,333 shares; 2025Q1: 1,398 shares; 2025Q2: 19,739 shares; 2025Q3: 20,229 shares; 2025Q4: 17,711 shares 17,711 $2.72M 0.06% -2,518 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 31,020 shares; 2025Q1: 56,586 shares; 2025Q2: 53,814 shares; 2025Q3: 96,841 shares; 2025Q4: 108,068 shares 108,068 $2.71M 0.06% +11,227 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: 14,693 shares; 2024Q4: 14,961 shares; 2025Q1: 10,171 shares; 2025Q2: 9,812 shares; 2025Q3: 9,586 shares; 2025Q4: 9,915 shares 9,915 $2.67M 0.06% +329 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: 31,556 shares; 2024Q4: 27,593 shares; 2025Q1: 26,500 shares; 2025Q2: 31,394 shares; 2025Q3: 31,416 shares; 2025Q4: 49,476 shares 49,476 $2.67M 0.06% +18,060 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: 2,240 shares; 2024Q4: 3,978 shares; 2025Q1: 3,995 shares; 2025Q2: 2,772 shares; 2025Q3: 8,445 shares; 2025Q4: 8,435 shares 8,435 $2.62M 0.06% -10 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: 8,849 shares; 2024Q4: 6,979 shares; 2025Q1: 7,317 shares; 2025Q2: 6,334 shares; 2025Q3: 7,822 shares; 2025Q4: 8,210 shares 8,210 $2.61M 0.06% +388 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: 17,514 shares; 2024Q4: 18,628 shares; 2025Q1: 17,683 shares; 2025Q2: 10,890 shares; 2025Q3: 11,074 shares; 2025Q4: 12,018 shares 12,018 $2.61M 0.06% +944 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 395 shares; 2025Q1: 444 shares; 2025Q2: 718 shares; 2025Q3: 5,714 shares; 2025Q4: 11,732 shares 11,732 $2.61M 0.06% +6,018 Timeline IBDW 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: 25,762 shares; 2024Q4: 29,993 shares; 2025Q1: 38,336 shares; 2025Q2: 48,677 shares; 2025Q3: 42,919 shares; 2025Q4: 122,486 shares 122,486 $2.59M 0.06% +79,567 Timeline FIIG 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: 79,064 shares; 2024Q4: 82,165 shares; 2025Q1: 95,544 shares; 2025Q2: 102,545 shares; 2025Q3: 113,262 shares; 2025Q4: 122,139 shares 122,139 $2.59M 0.06% +8,877 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: 36,700 shares; 2024Q4: 39,328 shares; 2025Q1: 26,986 shares; 2025Q2: 34,089 shares; 2025Q3: 39,826 shares; 2025Q4: 44,392 shares 44,392 $2.58M 0.06% +4,566 Timeline PEY 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: 108,715 shares; 2024Q4: 108,018 shares; 2025Q1: 110,130 shares; 2025Q2: 109,945 shares; 2025Q3: 109,288 shares; 2025Q4: 125,244 shares 125,244 $2.55M 0.06% +15,956 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: 10,017 shares; 2024Q4: 11,806 shares; 2025Q1: 10,804 shares; 2025Q2: 19,520 shares; 2025Q3: 19,816 shares; 2025Q4: 39,582 shares 39,582 $2.52M 0.06% +19,766 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: 16,042 shares; 2024Q4: 17,425 shares; 2025Q1: 18,539 shares; 2025Q2: 7,986 shares; 2025Q3: 10,542 shares; 2025Q4: 11,898 shares 11,898 $2.52M 0.06% +1,356 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 10,244 shares; 2025Q1: 10,438 shares; 2025Q2: 10,288 shares; 2025Q3: 10,625 shares; 2025Q4: 12,199 shares 12,199 $2.52M 0.06% +1,574 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: 2,657 shares; 2024Q4: 27,243 shares; 2025Q1: 33,711 shares; 2025Q2: 33,948 shares; 2025Q3: 35,073 shares; 2025Q4: 34,133 shares 34,133 $2.52M 0.06% -940 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,947 shares; 2024Q4: 103,561 shares; 2025Q1: 91,642 shares; 2025Q2: 96,023 shares; 2025Q3: 96,705 shares; 2025Q4: 95,881 shares 95,881 $2.51M 0.06% -824 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,184 shares; 2024Q4: 34,917 shares; 2025Q1: 35,709 shares; 2025Q2: 33,078 shares; 2025Q3: 38,527 shares; 2025Q4: 44,153 shares 44,153 $2.51M 0.06% +5,626 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 13,898 shares; 2025Q1: 13,898 shares; 2025Q2: 13,898 shares; 2025Q3: 13,898 shares; 2025Q4: 27,371 shares 27,371 $2.5M 0.06% +13,473 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: 19,345 shares; 2024Q4: 21,386 shares; 2025Q1: 23,720 shares; 2025Q2: 35,726 shares; 2025Q3: 57,489 shares; 2025Q4: 58,224 shares 58,224 $2.48M 0.06% +735 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 22,690 shares; 2025Q2: 25,296 shares; 2025Q3: 26,027 shares; 2025Q4: 64,645 shares 64,645 $2.47M 0.06% +38,618 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 574 shares; 2025Q1: 1,313 shares; 2025Q2: 1,650 shares; 2025Q3: 10,133 shares; 2025Q4: 10,131 shares 10,131 $2.45M 0.06% -2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 4,869 shares; 2025Q1: 9,572 shares; 2025Q2: 11,554 shares; 2025Q3: 11,772 shares; 2025Q4: 11,111 shares 11,111 $2.44M 0.05% -661 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: 7,516 shares; 2024Q4: 19,177 shares; 2025Q1: 15,206 shares; 2025Q2: 17,682 shares; 2025Q3: 11,335 shares; 2025Q4: 11,558 shares 11,558 $2.43M 0.05% +223 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: 2,710 shares; 2024Q4: 6,857 shares; 2025Q1: 7,581 shares; 2025Q2: 7,337 shares; 2025Q3: 7,302 shares; 2025Q4: 7,202 shares 7,202 $2.42M 0.05% -100 Timeline FMF 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: 35,878 shares; 2024Q4: 45,315 shares; 2025Q1: 45,762 shares; 2025Q2: 46,179 shares; 2025Q3: 46,762 shares; 2025Q4: 51,529 shares 51,529 $2.42M 0.05% +4,767 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: 24,639 shares; 2024Q4: 38,408 shares; 2025Q1: 124,964 shares; 2025Q2: 36,864 shares; 2025Q3: 148,353 shares; 2025Q4: 44,141 shares 44,141 $2.42M 0.05% -104,212 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,838 shares; 2025Q1: 2,270 shares; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 11,039 shares 11,039 $2.4M 0.05% +10,863 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,450 shares; 2024Q4: 26,403 shares; 2025Q1: 21,016 shares; 2025Q2: 23,975 shares; 2025Q3: 25,036 shares; 2025Q4: 25,194 shares 25,194 $2.4M 0.05% +158 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: 34,956 shares; 2024Q4: 59,226 shares; 2025Q1: 58,508 shares; 2025Q2: 50,256 shares; 2025Q3: 49,218 shares; 2025Q4: 64,488 shares 64,488 $2.39M 0.05% +15,270 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,386 shares; 2024Q4: 85,050 shares; 2025Q1: 85,820 shares; 2025Q2: 21,132 shares; 2025Q3: 18,454 shares; 2025Q4: 30,145 shares 30,145 $2.38M 0.05% +11,691 Timeline SDVD 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: 30,326 shares; 2024Q4: 61,883 shares; 2025Q1: 68,357 shares; 2025Q2: 77,438 shares; 2025Q3: 123,327 shares; 2025Q4: 110,374 shares 110,374 $2.37M 0.05% -12,953 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: 3,100 shares; 2024Q4: 3,183 shares; 2025Q1: 3,207 shares; 2025Q2: 3,131 shares; 2025Q3: 3,188 shares; 2025Q4: 5,501 shares 5,501 $2.35M 0.05% +2,313 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: 8,182 shares; 2024Q4: 9,542 shares; 2025Q1: 10,349 shares; 2025Q2: 9,828 shares; 2025Q3: 10,434 shares; 2025Q4: 10,662 shares 10,662 $2.34M 0.05% +228 Timeline IBTG 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: 129,945 shares; 2024Q4: 135,828 shares; 2025Q1: 144,030 shares; 2025Q2: 142,224 shares; 2025Q3: 92,657 shares; 2025Q4: 102,035 shares 102,035 $2.33M 0.05% +9,378 Timeline FNDA 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: 26,290 shares; 2024Q4: 57,773 shares; 2025Q1: 61,671 shares; 2025Q2: 66,874 shares; 2025Q3: 68,748 shares; 2025Q4: 73,558 shares 73,558 $2.32M 0.05% +4,810 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 33,116 shares; 2025Q1: 31,866 shares; 2025Q2: 27,190 shares; 2025Q3: 13,789 shares; 2025Q4: 55,404 shares 55,404 $2.31M 0.05% +41,615 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,305 shares; 2024Q4: 29,963 shares; 2025Q1: 77,145 shares; 2025Q2: 51,592 shares; 2025Q3: 22,193 shares; 2025Q4: 45,748 shares 45,748 $2.3M 0.05% +23,555 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,154 shares; 2024Q4: 103,464 shares; 2025Q1: 95,909 shares; 2025Q2: 102,208 shares; 2025Q3: 105,361 shares; 2025Q4: 114,601 shares 114,601 $2.3M 0.05% +9,240 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: 3,926 shares; 2024Q4: 3,961 shares; 2025Q1: 3,868 shares; 2025Q2: 3,606 shares; 2025Q3: 3,513 shares; 2025Q4: 3,459 shares 3,459 $2.29M 0.05% -54 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 964 shares; 2025Q1: 942 shares; 2025Q2: 1,018 shares; 2025Q3: 1,334 shares; 2025Q4: 8,013 shares 8,013 $2.29M 0.05% +6,679 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,909 shares; 2024Q4: 15,342 shares; 2025Q1: 22,791 shares; 2025Q2: 21,908 shares; 2025Q3: 28,202 shares; 2025Q4: 43,951 shares 43,951 $2.27M 0.05% +15,749 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: 1,417 shares; 2024Q4: 380 shares; 2025Q1: 1,506 shares; 2025Q2: 1,372 shares; 2025Q3: 1,676 shares; 2025Q4: 2,235 shares 2,235 $2.26M 0.05% +559 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,610 shares; 2025Q1: 1,842 shares; 2025Q2: 3,253 shares; 2025Q3: 3,071 shares; 2025Q4: 3,321 shares 3,321 $2.24M 0.05% +250 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: 1,850 shares; 2025Q1: 2,124 shares; 2025Q2: 2,318 shares; 2025Q3: 2,226 shares; 2025Q4: 2,089 shares 2,089 $2.24M 0.05% -137 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: 2,432 shares; 2024Q4: 2,915 shares; 2025Q1: 1,665 shares; 2025Q2: 1,669 shares; 2025Q3: 2,082 shares; 2025Q4: 2,089 shares 2,089 $2.23M 0.05% +7 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: 92,005 shares; 2024Q4: 105,003 shares; 2025Q1: 95,068 shares; 2025Q2: 36,058 shares; 2025Q3: 38,293 shares; 2025Q4: 69,655 shares 69,655 $2.23M 0.05% +31,362 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: 73,445 shares; 2024Q4: 76,093 shares; 2025Q1: 70,144 shares; 2025Q2: 28,300 shares; 2025Q3: 26,567 shares; 2025Q4: 49,556 shares 49,556 $2.22M 0.05% +22,989 Timeline IQDG 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: 79,267 shares; 2024Q4: 66,844 shares; 2025Q1: 77,924 shares; 2025Q2: 76,381 shares; 2025Q3: 52,788 shares; 2025Q4: 52,902 shares 52,902 $2.19M 0.05% +114 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,127 shares; 2024Q4: 47,264 shares; 2025Q1: 44,322 shares; 2025Q2: 26,541 shares; 2025Q3: 28,309 shares; 2025Q4: 28,429 shares 28,429 $2.19M 0.05% +120 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,454 shares; 2024Q4: 48,641 shares; 2025Q1: 60,339 shares; 2025Q2: 59,833 shares; 2025Q3: 59,740 shares; 2025Q4: 59,128 shares 59,128 $2.19M 0.05% -612 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 2,400 shares; 2025Q4: 75,214 shares 75,214 $2.18M 0.05% +72,814 Timeline DFSD 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: 160,810 shares; 2024Q4: 298,482 shares; 2025Q1: 266,740 shares; 2025Q2: 43,005 shares; 2025Q3: 47,171 shares; 2025Q4: 45,396 shares 45,396 $2.18M 0.05% -1,775 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 42,124 shares; 2025Q1: 41,877 shares; 2025Q2: 51,925 shares; 2025Q3: 60,655 shares; 2025Q4: 61,678 shares 61,678 $2.17M 0.05% +1,023 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,576 shares; 2024Q4: 35,239 shares; 2025Q1: 39,219 shares; 2025Q2: 39,589 shares; 2025Q3: 41,007 shares; 2025Q4: 44,435 shares 44,435 $2.16M 0.05% +3,428 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: 7,639 shares; 2024Q4: 8,735 shares; 2025Q1: 9,643 shares; 2025Q2: 27,419 shares; 2025Q3: 27,322 shares; 2025Q4: 33,541 shares 33,541 $2.16M 0.05% +6,219 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 26,443 shares 26,443 $2.16M 0.05% new Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 16,009 shares; 2025Q2: 54,239 shares; 2025Q3: 78,550 shares; 2025Q4: 76,059 shares 76,059 $2.16M 0.05% -2,491 Timeline IBTH 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: 133,654 shares; 2024Q4: 133,475 shares; 2025Q1: 142,793 shares; 2025Q2: 145,937 shares; 2025Q3: 95,054 shares; 2025Q4: 95,353 shares 95,353 $2.14M 0.05% +299 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,802 shares; 2024Q4: 164,450 shares; 2025Q1: 170,298 shares; 2025Q2: 88,145 shares; 2025Q3: 106,935 shares; 2025Q4: 117,253 shares 117,253 $2.14M 0.05% +10,318 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: 3,154 shares; 2024Q4: 3,442 shares; 2025Q1: 3,023 shares; 2025Q2: 965 shares; 2025Q3: 725 shares; 2025Q4: 2,628 shares 2,628 $2.13M 0.05% +1,903 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: 2,063 shares; 2024Q4: 3,128 shares; 2025Q1: 8,337 shares; 2025Q2: 3,635 shares; 2025Q3: 3,997 shares; 2025Q4: 7,244 shares 7,244 $2.13M 0.05% +3,247 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 16,529 shares; 2025Q1: 33,237 shares; 2025Q2: 40,049 shares; 2025Q3: 48,316 shares; 2025Q4: 48,329 shares 48,329 $2.12M 0.05% +13 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: 207 shares; 2024Q4: 239 shares; 2025Q1: 271 shares; 2025Q2: 269 shares; 2025Q3: 323 shares; 2025Q4: 1,592 shares 1,592 $2.12M 0.05% +1,269 Timeline FBCG 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: 64,083 shares; 2024Q4: 32,582 shares; 2025Q1: 39,611 shares; 2025Q2: 28,846 shares; 2025Q3: 34,221 shares; 2025Q4: 38,575 shares 38,575 $2.12M 0.05% +4,354 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,117 shares; 2024Q4: 10,638 shares; 2025Q1: 20,160 shares; 2025Q2: 34,963 shares; 2025Q3: 40,658 shares; 2025Q4: 44,639 shares 44,639 $2.11M 0.05% +3,981 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 14,876 shares; 2025Q1: 28,216 shares; 2025Q2: 27,504 shares; 2025Q3: 40,251 shares; 2025Q4: 40,758 shares 40,758 $2.11M 0.05% +507 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,224 shares; 2024Q4: 12,924 shares; 2025Q1: 53,513 shares; 2025Q2: 54,956 shares; 2025Q3: 52,914 shares; 2025Q4: 51,694 shares 51,694 $2.1M 0.05% -1,220 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,007 shares; 2024Q4: 24,217 shares; 2025Q1: 23,997 shares; 2025Q2: 25,340 shares; 2025Q3: 25,740 shares; 2025Q4: 29,104 shares 29,104 $2.07M 0.05% +3,364 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 84,037 shares 84,037 $2.06M 0.05% +83,039 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: 6,105 shares; 2024Q4: 7,176 shares; 2025Q1: 7,935 shares; 2025Q2: 6,890 shares; 2025Q3: 6,742 shares; 2025Q4: 17,269 shares 17,269 $2.06M 0.05% +10,527 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,212 shares; 2025Q1: 1,255 shares; 2025Q2: 1,025 shares; 2025Q3: 635 shares; 2025Q4: 5,126 shares 5,126 $2.06M 0.05% +4,491 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 14,777 shares; 2025Q1: 16,854 shares; 2025Q2: 47,526 shares; 2025Q3: 49,689 shares; 2025Q4: 49,418 shares 49,418 $2.05M 0.05% -271 Timeline IDV 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: 22,751 shares; 2024Q4: 22,466 shares; 2025Q1: 23,606 shares; 2025Q2: 35,951 shares; 2025Q3: 49,564 shares; 2025Q4: 51,863 shares 51,863 $2.05M 0.05% +2,299 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: 13,014 shares; 2024Q4: 12,776 shares; 2025Q1: 19,515 shares; 2025Q2: 8,549 shares; 2025Q3: 11,576 shares; 2025Q4: 11,782 shares 11,782 $2.04M 0.05% +206 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: 4,505 shares; 2024Q4: 8,075 shares; 2025Q1: 5,479 shares; 2025Q2: 6,452 shares; 2025Q3: 6,117 shares; 2025Q4: 10,488 shares 10,488 $2.04M 0.05% +4,371 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: 68,186 shares; 2024Q4: 62,387 shares; 2025Q1: 55,554 shares; 2025Q2: 40,117 shares; 2025Q3: 33,579 shares; 2025Q4: 32,866 shares 32,866 $2.01M 0.05% -713 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: 18,930 shares; 2024Q4: 18,587 shares; 2025Q1: 24,281 shares; 2025Q2: 26,584 shares; 2025Q3: 28,107 shares; 2025Q4: 28,083 shares 28,083 $2.01M 0.05% -24 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: 18,853 shares; 2024Q4: 6,416 shares; 2025Q1: 6,067 shares; 2025Q2: 5,843 shares; 2025Q3: 12,686 shares; 2025Q4: 17,276 shares 17,276 $1.99M 0.04% +4,590 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: 39,744 shares; 2024Q4: 55,002 shares; 2025Q1: 54,331 shares; 2025Q2: 51,913 shares; 2025Q3: 46,334 shares; 2025Q4: 48,181 shares 48,181 $1.98M 0.04% +1,847 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 4,281 shares; 2025Q1: 4,826 shares; 2025Q2: 4,051 shares; 2025Q3: 46,069 shares; 2025Q4: 46,269 shares 46,269 $1.98M 0.04% +200 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,053 shares; 2024Q4: 57,366 shares; 2025Q1: 54,217 shares; 2025Q2: 50,965 shares; 2025Q3: 52,786 shares; 2025Q4: 48,141 shares 48,141 $1.98M 0.04% -4,645 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,729 shares; 2025Q1: 3,950 shares; 2025Q2: 3,827 shares; 2025Q3: 3,867 shares; 2025Q4: 3,841 shares 3,841 $1.96M 0.04% -26 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,657 shares; 2024Q4: 132,444 shares; 2025Q1: 136,703 shares; 2025Q2: 130,771 shares; 2025Q3: 81,441 shares; 2025Q4: 84,045 shares 84,045 $1.96M 0.04% +2,604 EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,139 shares; 2025Q1: 1,672 shares; 2025Q2: 3,434 shares; 2025Q3: 6,937 shares; 2025Q4: 6,913 shares 6,913 $1.96M 0.04% -24 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: 1,540 shares; 2024Q4: 1,676 shares; 2025Q1: 11,058 shares; 2025Q2: 2,246 shares; 2025Q3: 1,780 shares; 2025Q4: 22,404 shares 22,404 $1.96M 0.04% +20,624 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,002 shares; 2024Q4: 42,027 shares; 2025Q1: 41,097 shares; 2025Q2: 44,051 shares; 2025Q3: 43,966 shares; 2025Q4: 44,111 shares 44,111 $1.96M 0.04% +145 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,801 shares; 2024Q4: 28,606 shares; 2025Q1: 26,143 shares; 2025Q2: 34,754 shares; 2025Q3: 34,698 shares; 2025Q4: 36,325 shares 36,325 $1.95M 0.04% +1,627 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 7,080 shares; 2025Q1: 5,773 shares; 2025Q2: 0 shares; 2025Q3: 7,983 shares; 2025Q4: 8,620 shares 8,620 $1.95M 0.04% +637 Timeline IBDX 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: 12,960 shares; 2024Q4: 21,722 shares; 2025Q1: 27,597 shares; 2025Q2: 32,288 shares; 2025Q3: 33,176 shares; 2025Q4: 76,177 shares 76,177 $1.94M 0.04% +43,001 Timeline TWIN TWIN DISC INC More: the full row for TWIN DISC 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: 106,320 shares; 2025Q2: 107,202 shares; 2025Q3: 108,432 shares; 2025Q4: 116,551 shares 116,551 $1.94M 0.04% +8,119 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,816 shares; 2024Q4: 1,767 shares; 2025Q1: 3,631 shares; 2025Q2: 3,784 shares; 2025Q3: 15,236 shares; 2025Q4: 32,339 shares 32,339 $1.94M 0.04% +17,103 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,518 shares; 2024Q4: 14,767 shares; 2025Q1: 23,438 shares; 2025Q2: 43,013 shares; 2025Q3: 43,566 shares; 2025Q4: 42,674 shares 42,674 $1.92M 0.04% -892 Timeline IMTM 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: 455 shares; 2024Q4: 2,534 shares; 2025Q1: 15,940 shares; 2025Q2: 31,629 shares; 2025Q3: 32,624 shares; 2025Q4: 39,719 shares 39,719 $1.91M 0.04% +7,095 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: 8,761 shares; 2024Q4: 7,723 shares; 2025Q1: 9,193 shares; 2025Q2: 8,301 shares; 2025Q3: 10,088 shares; 2025Q4: 10,692 shares 10,692 $1.9M 0.04% +604 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,337 shares; 2024Q4: 10,510 shares; 2025Q1: 11,807 shares; 2025Q2: 11,728 shares; 2025Q3: 11,042 shares; 2025Q4: 10,460 shares 10,460 $1.89M 0.04% -582 Timeline XAR 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: 3,370 shares; 2024Q4: 6,831 shares; 2025Q1: 7,494 shares; 2025Q2: 7,054 shares; 2025Q3: 7,362 shares; 2025Q4: 7,765 shares 7,765 $1.87M 0.04% +403 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 3,920 shares; 2025Q1: 4,047 shares; 2025Q2: 3,876 shares; 2025Q3: 4,166 shares; 2025Q4: 4,205 shares 4,205 $1.87M 0.04% +39 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: 20,220 shares; 2024Q4: 59,955 shares; 2025Q1: 64,347 shares; 2025Q2: 65,296 shares; 2025Q3: 64,227 shares; 2025Q4: 62,782 shares 62,782 $1.86M 0.04% -1,445 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,172 shares; 2024Q4: 12,166 shares; 2025Q1: 12,531 shares; 2025Q2: 5,164 shares; 2025Q3: 15,354 shares; 2025Q4: 18,516 shares 18,516 $1.84M 0.04% +3,162 Timeline DOCT 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: 12,516 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 11,688 shares; 2025Q3: 11,830 shares; 2025Q4: 41,074 shares 41,074 $1.82M 0.04% +29,244 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 23,513 shares; 2025Q3: 27,932 shares; 2025Q4: 28,167 shares 28,167 $1.81M 0.04% +235 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: 3,027 shares; 2024Q4: 3,417 shares; 2025Q1: 3,338 shares; 2025Q2: 3,511 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares 3,536 $1.8M 0.04% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 3,475 shares; 2025Q1: 6,497 shares; 2025Q2: 23,451 shares; 2025Q3: 26,250 shares; 2025Q4: 27,100 shares 27,100 $1.8M 0.04% +850 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,205 shares; 2024Q4: 14,186 shares; 2025Q1: 24,754 shares; 2025Q2: 31,247 shares; 2025Q3: 34,934 shares; 2025Q4: 35,931 shares 35,931 $1.79M 0.04% +997 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: 6,566 shares; 2024Q4: 17,104 shares; 2025Q1: 27,391 shares; 2025Q2: 101,309 shares; 2025Q3: 60,922 shares; 2025Q4: 73,444 shares 73,444 $1.79M 0.04% +12,522 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 58,790 shares; 2025Q3: 72,991 shares; 2025Q4: 73,637 shares 73,637 $1.78M 0.04% +646 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,144 shares; 2024Q4: 34,368 shares; 2025Q1: 37,186 shares; 2025Q2: 26,440 shares; 2025Q3: 27,314 shares; 2025Q4: 25,641 shares 25,641 $1.78M 0.04% -1,673 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 5,091 shares; 2025Q1: 12,214 shares; 2025Q2: 6,480 shares; 2025Q3: 8,381 shares; 2025Q4: 9,091 shares 9,091 $1.77M 0.04% +710 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 22,038 shares; 2025Q1: 22,476 shares; 2025Q2: 21,987 shares; 2025Q3: 22,056 shares; 2025Q4: 22,658 shares 22,658 $1.75M 0.04% +602 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,174 shares; 2025Q1: 5,658 shares; 2025Q2: 3,339 shares; 2025Q3: 3,274 shares; 2025Q4: 3,085 shares 3,085 $1.75M 0.04% -189 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,878 shares; 2024Q4: 66,136 shares; 2025Q1: 75,374 shares; 2025Q2: 65,166 shares; 2025Q3: 60,380 shares; 2025Q4: 60,480 shares 60,480 $1.74M 0.04% +100 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: 225,100 shares; 2024Q4: 231,643 shares; 2025Q1: 193,438 shares; 2025Q2: 197,955 shares; 2025Q3: 201,485 shares; 2025Q4: 154,907 shares 154,907 $1.74M 0.04% -46,578 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 123 shares; 2025Q2: 246 shares; 2025Q3: 2,212 shares; 2025Q4: 8,455 shares 8,455 $1.74M 0.04% +6,243 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: 58,452 shares; 2024Q4: 57,973 shares; 2025Q1: 78,813 shares; 2025Q2: 46,736 shares; 2025Q3: 44,790 shares; 2025Q4: 63,235 shares 63,235 $1.74M 0.04% +18,445 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 12,066 shares; 2025Q1: 13,009 shares; 2025Q2: 17,198 shares; 2025Q3: 20,491 shares; 2025Q4: 19,113 shares 19,113 $1.72M 0.04% -1,378 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,926 shares; 2025Q1: 2,837 shares; 2025Q2: 2,756 shares; 2025Q3: 3,583 shares; 2025Q4: 21,225 shares 21,225 $1.72M 0.04% +17,642 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 147,507 shares; 2025Q1: 179,057 shares; 2025Q2: 179,957 shares; 2025Q3: 170,507 shares; 2025Q4: 170,507 shares 170,507 $1.72M 0.04% 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: 5,560 shares; 2024Q4: 5,544 shares; 2025Q1: 17,114 shares; 2025Q2: 16,713 shares; 2025Q3: 9,864 shares; 2025Q4: 29,197 shares 29,197 $1.71M 0.04% +19,333 Timeline FTEC 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: 28,905 shares; 2024Q4: 9,922 shares; 2025Q1: 9,242 shares; 2025Q2: 9,383 shares; 2025Q3: 8,939 shares; 2025Q4: 7,545 shares 7,545 $1.7M 0.04% -1,394 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 10,396 shares; 2025Q1: 10,675 shares; 2025Q2: 18,664 shares; 2025Q3: 22,320 shares; 2025Q4: 23,623 shares 23,623 $1.69M 0.04% +1,303 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,151 shares; 2024Q4: 72,026 shares; 2025Q1: 73,259 shares; 2025Q2: 71,440 shares; 2025Q3: 41,587 shares; 2025Q4: 41,101 shares 41,101 $1.69M 0.04% -486 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: 11,844 shares; 2024Q4: 13,604 shares; 2025Q1: 16,727 shares; 2025Q2: 14,389 shares; 2025Q3: 15,893 shares; 2025Q4: 31,715 shares 31,715 $1.69M 0.04% +15,822 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,812 shares 25,812 $1.69M 0.04% new 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: 967 shares; 2024Q4: 1,193 shares; 2025Q1: 7,431 shares; 2025Q2: 8,245 shares; 2025Q3: 9,517 shares; 2025Q4: 9,160 shares 9,160 $1.69M 0.04% -357 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 4,366 shares; 2025Q1: 5,090 shares; 2025Q2: 4,921 shares; 2025Q3: 7,353 shares; 2025Q4: 8,986 shares 8,986 $1.69M 0.04% +1,633 Timeline DFAE 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: 109,241 shares; 2024Q4: 113,575 shares; 2025Q1: 118,794 shares; 2025Q2: 31,802 shares; 2025Q3: 51,711 shares; 2025Q4: 51,771 shares 51,771 $1.69M 0.04% +60 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: 2,397 shares; 2024Q4: 3,757 shares; 2025Q1: 3,834 shares; 2025Q2: 3,905 shares; 2025Q3: 5,491 shares; 2025Q4: 9,291 shares 9,291 $1.68M 0.04% +3,800 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: 2,964 shares; 2024Q4: 7,432 shares; 2025Q1: 7,479 shares; 2025Q2: 6,903 shares; 2025Q3: 7,332 shares; 2025Q4: 9,063 shares 9,063 $1.68M 0.04% +1,731 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 11,146 shares; 2025Q1: 22,080 shares; 2025Q2: 20,550 shares; 2025Q3: 12,555 shares; 2025Q4: 12,495 shares 12,495 $1.66M 0.04% -60 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: 1,843 shares; 2024Q4: 3,808 shares; 2025Q1: 3,632 shares; 2025Q2: 3,971 shares; 2025Q3: 4,624 shares; 2025Q4: 5,307 shares 5,307 $1.66M 0.04% +683 Timeline IBTJ 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: 114,483 shares; 2024Q4: 123,717 shares; 2025Q1: 127,405 shares; 2025Q2: 120,719 shares; 2025Q3: 63,847 shares; 2025Q4: 75,170 shares 75,170 $1.65M 0.04% +11,323 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,457 shares; 2024Q4: 119,216 shares; 2025Q1: 120,550 shares; 2025Q2: 98,961 shares; 2025Q3: 35,986 shares; 2025Q4: 35,989 shares 35,989 $1.64M 0.04% +3 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 589 shares; 2025Q1: 9,630 shares; 2025Q2: 10,193 shares; 2025Q3: 10,404 shares; 2025Q4: 10,569 shares 10,569 $1.64M 0.04% +165 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: 6,905 shares; 2024Q4: 8,105 shares; 2025Q1: 16,675 shares; 2025Q2: 21,988 shares; 2025Q3: 20,100 shares; 2025Q4: 17,087 shares 17,087 $1.63M 0.04% -3,013 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,202 shares; 2024Q4: 24,971 shares; 2025Q1: 25,651 shares; 2025Q2: 25,212 shares; 2025Q3: 25,534 shares; 2025Q4: 26,246 shares 26,246 $1.63M 0.04% +712 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 5,433 shares; 2025Q1: 6,043 shares; 2025Q2: 6,072 shares; 2025Q3: 7,531 shares; 2025Q4: 7,774 shares 7,774 $1.62M 0.04% +243 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,315 shares; 2025Q4: 32,220 shares 32,220 $1.62M 0.04% +8,905 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 3,214 shares; 2025Q1: 5,550 shares; 2025Q2: 27,804 shares; 2025Q3: 28,988 shares; 2025Q4: 29,037 shares 29,037 $1.61M 0.04% +49 Timeline VRP 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: 59,609 shares; 2024Q4: 59,068 shares; 2025Q1: 62,578 shares; 2025Q2: 64,938 shares; 2025Q3: 60,617 shares; 2025Q4: 65,969 shares 65,969 $1.61M 0.04% +5,352 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,956 shares; 2024Q4: 23,918 shares; 2025Q1: 22,399 shares; 2025Q2: 22,553 shares; 2025Q3: 22,353 shares; 2025Q4: 23,883 shares 23,883 $1.6M 0.04% +1,530 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,997 shares; 2024Q4: 61,826 shares; 2025Q1: 61,665 shares; 2025Q2: 60,934 shares; 2025Q3: 45,602 shares; 2025Q4: 23,095 shares 23,095 $1.6M 0.04% -22,507 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 21,120 shares; 2025Q1: 48,844 shares; 2025Q2: 53,444 shares; 2025Q3: 60,325 shares; 2025Q4: 61,876 shares 61,876 $1.59M 0.04% +1,551 Timeline DFUV 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: 3,523 shares; 2024Q4: 3,694 shares; 2025Q1: 3,783 shares; 2025Q2: 19,028 shares; 2025Q3: 33,347 shares; 2025Q4: 33,977 shares 33,977 $1.58M 0.04% +630 Timeline IBTK 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: 121,461 shares; 2024Q4: 119,375 shares; 2025Q1: 129,286 shares; 2025Q2: 125,270 shares; 2025Q3: 57,112 shares; 2025Q4: 79,462 shares 79,462 $1.58M 0.04% +22,350 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: 40,577 shares; 2024Q4: 42,222 shares; 2025Q1: 41,660 shares; 2025Q2: 42,992 shares; 2025Q3: 47,186 shares; 2025Q4: 52,666 shares 52,666 $1.57M 0.04% +5,480 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 12,978 shares; 2025Q1: 13,408 shares; 2025Q2: 13,267 shares; 2025Q3: 13,899 shares; 2025Q4: 14,866 shares 14,866 $1.57M 0.04% +967 Timeline BLOK 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: 3,924 shares; 2024Q4: 49,616 shares; 2025Q1: 48,618 shares; 2025Q2: 14,538 shares; 2025Q3: 24,630 shares; 2025Q4: 27,468 shares 27,468 $1.56M 0.04% +2,838 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,244 shares; 2024Q4: 83,628 shares; 2025Q1: 81,662 shares; 2025Q2: 67,757 shares; 2025Q3: 62,502 shares; 2025Q4: 62,573 shares 62,573 $1.55M 0.03% +71 Timeline DFAS 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: 1,383 shares; 2024Q4: 2,183 shares; 2025Q1: 3,074 shares; 2025Q2: 2,034 shares; 2025Q3: 22,131 shares; 2025Q4: 22,131 shares 22,131 $1.54M 0.03% 0 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,342 shares; 2025Q3: 29,220 shares; 2025Q4: 29,950 shares 29,950 $1.54M 0.03% +730 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: 3,666 shares; 2024Q4: 3,880 shares; 2025Q1: 2,506 shares; 2025Q2: 2,371 shares; 2025Q3: 1,216 shares; 2025Q4: 1,267 shares 1,267 $1.54M 0.03% +51 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,861 shares; 2024Q4: 21,640 shares; 2025Q1: 24,429 shares; 2025Q2: 20,799 shares; 2025Q3: 20,771 shares; 2025Q4: 19,217 shares 19,217 $1.53M 0.03% -1,554 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,740 shares; 2025Q1: 12,759 shares; 2025Q2: 25,446 shares; 2025Q3: 25,175 shares; 2025Q4: 30,425 shares 30,425 $1.53M 0.03% +5,250 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,269 shares; 2025Q1: 1,197 shares; 2025Q2: 1,642 shares; 2025Q3: 1,468 shares; 2025Q4: 11,717 shares 11,717 $1.53M 0.03% +10,249 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,010 shares; 2025Q1: 2,970 shares; 2025Q2: 29,417 shares; 2025Q3: 47,951 shares; 2025Q4: 30,222 shares 30,222 $1.53M 0.03% -17,729 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,102 shares; 2024Q4: 25,623 shares; 2025Q1: 26,488 shares; 2025Q2: 32,656 shares; 2025Q3: 33,602 shares; 2025Q4: 31,689 shares 31,689 $1.52M 0.03% -1,913 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: 4,154 shares; 2024Q4: 15,901 shares; 2025Q1: 18,380 shares; 2025Q2: 20,136 shares; 2025Q3: 20,536 shares; 2025Q4: 18,647 shares 18,647 $1.52M 0.03% -1,889 Timeline