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: 228,608 shares; 2024Q4: 906,844 shares; 2025Q1: 876,067 shares; 2025Q2: 872,136 shares; 2025Q3: 917,828 shares; 2025Q4: 948,261 shares 948,261 $30.3M 4.65% +30,433 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,707 shares; 2024Q4: 71,190 shares; 2025Q1: 109,775 shares; 2025Q2: 108,380 shares; 2025Q3: 105,864 shares; 2025Q4: 102,902 shares 102,902 $26.7M 4.09% -2,962 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: 557,829 shares; 2024Q4: 596,312 shares; 2025Q1: 671,211 shares; 2025Q2: 685,442 shares; 2025Q3: 682,794 shares; 2025Q4: 697,971 shares 697,971 $24.1M 3.69% +15,177 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: 101,791 shares; 2024Q4: 101,025 shares; 2025Q1: 110,892 shares; 2025Q2: 108,984 shares; 2025Q3: 110,383 shares; 2025Q4: 107,698 shares 107,698 $20.6M 3.15% -2,685 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: 24,002 shares; 2024Q4: 24,382 shares; 2025Q1: 28,644 shares; 2025Q2: 27,850 shares; 2025Q3: 27,973 shares; 2025Q4: 29,639 shares 29,639 $12.8M 1.95% +1,666 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: 31,428 shares; 2024Q4: 31,501 shares; 2025Q1: 42,771 shares; 2025Q2: 43,309 shares; 2025Q3: 43,590 shares; 2025Q4: 44,376 shares 44,376 $10.6M 1.63% +786 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,148 shares; 2024Q4: 258,406 shares; 2025Q1: 278,108 shares; 2025Q2: 278,108 shares; 2025Q3: 274,677 shares; 2025Q4: 274,677 shares 274,677 $9.11M 1.4% 0 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: 13,454 shares; 2024Q4: 13,722 shares; 2025Q1: 13,669 shares; 2025Q2: 13,657 shares; 2025Q3: 13,388 shares; 2025Q4: 12,913 shares 12,913 $8.94M 1.37% -475 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: 15,021 shares; 2024Q4: 15,078 shares; 2025Q1: 23,391 shares; 2025Q2: 24,143 shares; 2025Q3: 24,526 shares; 2025Q4: 25,646 shares 25,646 $8.67M 1.33% +1,120 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: 182,640 shares; 2024Q4: 192,466 shares; 2025Q1: 182,278 shares; 2025Q2: 185,855 shares; 2025Q3: 185,330 shares; 2025Q4: 183,304 shares 183,304 $8.61M 1.32% -2,026 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,548 shares; 2024Q4: 224,314 shares; 2025Q1: 237,787 shares; 2025Q2: 251,143 shares; 2025Q3: 240,859 shares; 2025Q4: 241,626 shares 241,626 $8.19M 1.25% +767 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: 5,130 shares; 2024Q4: 5,085 shares; 2025Q1: 18,343 shares; 2025Q2: 18,132 shares; 2025Q3: 17,914 shares; 2025Q4: 16,622 shares 16,622 $7.99M 1.22% -1,292 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,934 shares; 2024Q4: 282,194 shares; 2025Q1: 319,573 shares; 2025Q2: 342,937 shares; 2025Q3: 333,126 shares; 2025Q4: 340,601 shares 340,601 $7.91M 1.21% +7,475 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: 121,803 shares; 2024Q4: 126,490 shares; 2025Q1: 128,922 shares; 2025Q2: 133,758 shares; 2025Q3: 132,375 shares; 2025Q4: 135,721 shares 135,721 $7.89M 1.21% +3,346 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: 122,390 shares; 2024Q4: 128,432 shares; 2025Q1: 153,039 shares; 2025Q2: 165,975 shares; 2025Q3: 160,090 shares; 2025Q4: 164,008 shares 164,008 $7.79M 1.19% +3,918 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: 10,556 shares; 2024Q4: 13,774 shares; 2025Q1: 22,387 shares; 2025Q2: 26,687 shares; 2025Q3: 27,881 shares; 2025Q4: 33,373 shares 33,373 $7.76M 1.19% +5,492 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: 19,720 shares; 2024Q4: 16,976 shares; 2025Q1: 17,743 shares; 2025Q2: 17,646 shares; 2025Q3: 17,475 shares; 2025Q4: 17,471 shares 17,471 $7.52M 1.15% -4 Timeline JPIB 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: 131,181 shares; 2024Q4: 136,075 shares; 2025Q1: 147,834 shares; 2025Q2: 157,525 shares; 2025Q3: 151,713 shares; 2025Q4: 152,192 shares 152,192 $7.48M 1.15% +479 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: 56,377 shares; 2024Q4: 221,839 shares; 2025Q1: 194,967 shares; 2025Q2: 207,698 shares; 2025Q3: 208,155 shares; 2025Q4: 264,683 shares 264,683 $7.21M 1.1% +56,528 Timeline DJUL 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: 202,619 shares; 2024Q4: 190,379 shares; 2025Q1: 165,123 shares; 2025Q2: 164,405 shares; 2025Q3: 159,987 shares; 2025Q4: 142,861 shares 142,861 $6.85M 1.05% -17,126 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: 8,351 shares; 2024Q4: 8,781 shares; 2025Q1: 9,765 shares; 2025Q2: 9,476 shares; 2025Q3: 9,604 shares; 2025Q4: 10,405 shares 10,405 $6.62M 1.01% +801 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,652 shares; 2024Q4: 69,198 shares; 2025Q1: 65,937 shares; 2025Q2: 64,348 shares; 2025Q3: 63,871 shares; 2025Q4: 54,770 shares 54,770 $6.52M 1% -9,101 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: 7,552 shares; 2024Q4: 7,650 shares; 2025Q1: 8,478 shares; 2025Q2: 8,540 shares; 2025Q3: 8,893 shares; 2025Q4: 8,989 shares 8,989 $6.44M 0.99% +96 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,159 shares; 2024Q4: 140,159 shares; 2025Q1: 142,759 shares; 2025Q2: 142,559 shares; 2025Q3: 142,314 shares; 2025Q4: 142,358 shares 142,358 $6.05M 0.93% +44 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: 89,518 shares; 2024Q4: 91,555 shares; 2025Q1: 90,423 shares; 2025Q2: 89,039 shares; 2025Q3: 91,388 shares; 2025Q4: 95,302 shares 95,302 $5.66M 0.87% +3,914 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 233,804 shares; 2025Q2: 265,516 shares; 2025Q3: 265,595 shares; 2025Q4: 276,526 shares 276,526 $5.66M 0.87% +10,931 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: 6,362 shares; 2024Q4: 7,478 shares; 2025Q1: 7,333 shares; 2025Q2: 7,303 shares; 2025Q3: 7,306 shares; 2025Q4: 7,190 shares 7,190 $5.38M 0.82% -116 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: 14,236 shares; 2024Q4: 13,252 shares; 2025Q1: 14,741 shares; 2025Q2: 14,928 shares; 2025Q3: 15,127 shares; 2025Q4: 15,788 shares 15,788 $5.23M 0.8% +661 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: 4,145 shares; 2024Q4: 4,312 shares; 2025Q1: 7,989 shares; 2025Q2: 8,149 shares; 2025Q3: 8,202 shares; 2025Q4: 8,342 shares 8,342 $5.19M 0.79% +140 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,290 shares; 2025Q1: 118,180 shares; 2025Q2: 119,222 shares; 2025Q3: 118,830 shares; 2025Q4: 117,860 shares 117,860 $4.94M 0.76% -970 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: 90,885 shares; 2024Q4: 94,521 shares; 2025Q1: 102,391 shares; 2025Q2: 108,950 shares; 2025Q3: 104,715 shares; 2025Q4: 105,342 shares 105,342 $4.91M 0.75% +627 Timeline GLOF 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: 56,921 shares; 2025Q3: 60,705 shares; 2025Q4: 82,038 shares 82,038 $4.45M 0.68% +21,333 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: 7,217 shares; 2024Q4: 6,123 shares; 2025Q1: 6,661 shares; 2025Q2: 6,772 shares; 2025Q3: 6,594 shares; 2025Q4: 6,759 shares 6,759 $4.44M 0.68% +165 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: 12,928 shares; 2024Q4: 13,109 shares; 2025Q1: 14,362 shares; 2025Q2: 14,506 shares; 2025Q3: 14,371 shares; 2025Q4: 12,814 shares 12,814 $4.34M 0.66% -1,557 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: 197,954 shares; 2024Q4: 180,579 shares; 2025Q1: 79,606 shares; 2025Q2: 83,354 shares; 2025Q3: 83,963 shares; 2025Q4: 86,255 shares 86,255 $4.3M 0.66% +2,292 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,034 shares; 2024Q4: 288,357 shares; 2025Q1: 310,430 shares; 2025Q2: 323,400 shares; 2025Q3: 330,112 shares; 2025Q4: 357,359 shares 357,359 $4.27M 0.65% +27,247 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,659 shares; 2024Q4: 64,941 shares; 2025Q1: 75,168 shares; 2025Q2: 79,711 shares; 2025Q3: 80,311 shares; 2025Q4: 83,057 shares 83,057 $4.21M 0.64% +2,746 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,201 shares; 2024Q4: 95,069 shares; 2025Q1: 82,872 shares; 2025Q2: 81,697 shares; 2025Q3: 82,690 shares; 2025Q4: 78,391 shares 78,391 $4.19M 0.64% -4,299 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: 8,517 shares; 2024Q4: 8,524 shares; 2025Q1: 29,426 shares; 2025Q2: 27,217 shares; 2025Q3: 26,532 shares; 2025Q4: 27,087 shares 27,087 $4.11M 0.63% +555 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: 4,044 shares; 2024Q4: 4,034 shares; 2025Q1: 4,352 shares; 2025Q2: 4,334 shares; 2025Q3: 4,336 shares; 2025Q4: 4,252 shares 4,252 $4M 0.61% -84 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,624 shares; 2024Q4: 92,748 shares; 2025Q1: 91,179 shares; 2025Q2: 90,581 shares; 2025Q3: 90,640 shares; 2025Q4: 94,217 shares 94,217 $3.99M 0.61% +3,577 Timeline RWL 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: not reported; 2024Q4: not reported; 2025Q1: 17,941 shares; 2025Q2: 21,161 shares; 2025Q3: 21,696 shares; 2025Q4: 33,142 shares 33,142 $3.91M 0.6% +11,446 Timeline FMAY 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: 38,792 shares; 2024Q4: 99,753 shares; 2025Q1: 69,757 shares; 2025Q2: 71,257 shares; 2025Q3: 71,257 shares; 2025Q4: 71,106 shares 71,106 $3.82M 0.59% -151 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: 16,249 shares; 2024Q4: 15,838 shares; 2025Q1: 16,053 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 15,995 shares 15,995 $3.74M 0.57% -65 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: 61,159 shares; 2024Q4: 61,487 shares; 2025Q1: 60,067 shares; 2025Q2: 60,910 shares; 2025Q3: 61,960 shares; 2025Q4: 63,021 shares 63,021 $3.69M 0.57% +1,061 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,737 shares; 2025Q1: 3,850 shares; 2025Q2: 4,455 shares; 2025Q3: 4,721 shares; 2025Q4: 8,153 shares 8,153 $3.63M 0.56% +3,432 Timeline FALN 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: 103,790 shares; 2024Q4: 108,614 shares; 2025Q1: 120,249 shares; 2025Q2: 128,772 shares; 2025Q3: 123,502 shares; 2025Q4: 126,642 shares 126,642 $3.49M 0.53% +3,140 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: 24,663 shares; 2024Q4: 24,662 shares; 2025Q1: 26,109 shares; 2025Q2: 26,026 shares; 2025Q3: 26,343 shares; 2025Q4: 27,649 shares 27,649 $3.29M 0.5% +1,306 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: 9,916 shares; 2024Q4: 9,994 shares; 2025Q1: 10,856 shares; 2025Q2: 10,934 shares; 2025Q3: 11,075 shares; 2025Q4: 10,718 shares 10,718 $3.28M 0.5% -357 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: 27,492 shares; 2024Q4: 28,291 shares; 2025Q1: 30,861 shares; 2025Q2: 32,475 shares; 2025Q3: 32,415 shares; 2025Q4: 32,634 shares 32,634 $3.07M 0.47% +219 Timeline ELD 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: 87,042 shares; 2024Q4: 91,552 shares; 2025Q1: 102,471 shares; 2025Q2: 107,807 shares; 2025Q3: 104,021 shares; 2025Q4: 101,722 shares 101,722 $3.02M 0.46% -2,299 Timeline FCAL 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: 31,303 shares; 2024Q4: 46,136 shares; 2025Q1: 46,136 shares; 2025Q2: 46,136 shares; 2025Q3: 52,921 shares; 2025Q4: 60,382 shares 60,382 $2.99M 0.46% +7,461 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: 6,234 shares; 2024Q4: 5,561 shares; 2025Q1: 6,591 shares; 2025Q2: 6,721 shares; 2025Q3: 6,664 shares; 2025Q4: 7,362 shares 7,362 $2.97M 0.45% +698 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: 17,146 shares; 2024Q4: 17,167 shares; 2025Q1: 17,186 shares; 2025Q2: 17,197 shares; 2025Q3: 17,207 shares; 2025Q4: 38,362 shares 38,362 $2.77M 0.42% +21,155 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,577 shares; 2024Q4: 30,381 shares; 2025Q1: 27,988 shares; 2025Q2: 28,240 shares; 2025Q3: 28,260 shares; 2025Q4: 30,266 shares 30,266 $2.67M 0.41% +2,006 Timeline IMCG 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: 36,028 shares; 2024Q4: 36,461 shares; 2025Q1: 27,924 shares; 2025Q2: 28,849 shares; 2025Q3: 28,837 shares; 2025Q4: 31,686 shares 31,686 $2.6M 0.4% +2,849 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: 14,624 shares; 2024Q4: 15,527 shares; 2025Q1: 16,870 shares; 2025Q2: 16,939 shares; 2025Q3: 17,110 shares; 2025Q4: 17,938 shares 17,938 $2.54M 0.39% +828 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,744 shares; 2025Q1: 6,479 shares; 2025Q2: 6,526 shares; 2025Q3: 6,618 shares; 2025Q4: 6,696 shares 6,696 $2.51M 0.38% +78 Timeline JIRE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,473 shares; 2025Q3: 27,888 shares; 2025Q4: 31,797 shares 31,797 $2.5M 0.38% +3,909 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: 53,876 shares; 2024Q4: 48,589 shares; 2025Q1: 46,580 shares; 2025Q2: 48,202 shares; 2025Q3: 48,708 shares; 2025Q4: 49,264 shares 49,264 $2.49M 0.38% +556 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,237 shares; 2025Q3: 205,926 shares; 2025Q4: 251,723 shares 251,723 $2.4M 0.37% +45,797 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: 8,509 shares; 2024Q4: 10,934 shares; 2025Q1: 23,485 shares; 2025Q2: 25,621 shares; 2025Q3: 24,760 shares; 2025Q4: 23,101 shares 23,101 $2.38M 0.36% -1,659 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,780 shares; 2025Q1: 47,102 shares; 2025Q2: 52,411 shares; 2025Q3: 51,811 shares; 2025Q4: 45,285 shares 45,285 $2.33M 0.36% -6,526 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: 10,660 shares; 2024Q4: 10,797 shares; 2025Q1: 12,316 shares; 2025Q2: 13,232 shares; 2025Q3: 13,269 shares; 2025Q4: 13,188 shares 13,188 $2.33M 0.36% -81 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: 4,049 shares; 2024Q4: 4,245 shares; 2025Q1: 4,237 shares; 2025Q2: 4,290 shares; 2025Q3: 4,326 shares; 2025Q4: 4,236 shares 4,236 $2.28M 0.35% -90 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: 5,273 shares; 2024Q4: 5,164 shares; 2025Q1: 37,179 shares; 2025Q2: 36,579 shares; 2025Q3: 36,614 shares; 2025Q4: 37,293 shares 37,293 $2.28M 0.35% +679 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,359 shares; 2024Q4: 28,945 shares; 2025Q1: 52,903 shares; 2025Q2: 55,590 shares; 2025Q3: 60,607 shares; 2025Q4: 64,315 shares 64,315 $2.27M 0.35% +3,708 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: 6,373 shares; 2024Q4: 6,333 shares; 2025Q1: 21,315 shares; 2025Q2: 21,116 shares; 2025Q3: 20,846 shares; 2025Q4: 44,391 shares 44,391 $2.27M 0.35% +23,545 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,247 shares; 2024Q4: 44,362 shares; 2025Q1: 46,349 shares; 2025Q2: 71,358 shares; 2025Q3: 69,467 shares; 2025Q4: 102,317 shares 102,317 $2.25M 0.34% +32,850 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,141 shares; 2024Q4: 194,025 shares; 2025Q1: 194,025 shares; 2025Q2: 194,025 shares; 2025Q3: 194,025 shares; 2025Q4: 194,025 shares 194,025 $2.14M 0.33% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,769 shares; 2024Q4: 40,751 shares; 2025Q1: 49,229 shares; 2025Q2: 49,229 shares; 2025Q3: 45,955 shares; 2025Q4: 46,990 shares 46,990 $2.13M 0.33% +1,035 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,633 shares; 2024Q4: 23,630 shares; 2025Q1: 17,193 shares; 2025Q2: 17,689 shares; 2025Q3: 17,835 shares; 2025Q4: 21,276 shares 21,276 $2.1M 0.32% +3,441 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,721 shares 113,721 $2.09M 0.32% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 20,987 shares; 2025Q1: 20,969 shares; 2025Q2: 21,900 shares; 2025Q3: 21,886 shares; 2025Q4: 20,980 shares 20,980 $2.03M 0.31% -906 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: 8,072 shares; 2024Q4: 13,417 shares; 2025Q1: 15,296 shares; 2025Q2: 15,364 shares; 2025Q3: 14,928 shares; 2025Q4: 13,525 shares 13,525 $1.98M 0.3% -1,403 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: 3,561 shares; 2024Q4: 4,187 shares; 2025Q1: 17,245 shares; 2025Q2: 13,282 shares; 2025Q3: 13,276 shares; 2025Q4: 18,536 shares 18,536 $1.97M 0.3% +5,260 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: 10,474 shares; 2024Q4: 10,833 shares; 2025Q1: 13,758 shares; 2025Q2: 14,793 shares; 2025Q3: 15,042 shares; 2025Q4: 15,722 shares 15,722 $1.96M 0.3% +680 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: 30,247 shares; 2024Q4: 29,454 shares; 2025Q1: 30,725 shares; 2025Q2: 30,598 shares; 2025Q3: 29,748 shares; 2025Q4: 27,908 shares 27,908 $1.92M 0.29% -1,840 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: 17,900 shares; 2024Q4: 18,671 shares; 2025Q1: 19,029 shares; 2025Q2: 18,225 shares; 2025Q3: 17,499 shares; 2025Q4: 19,136 shares 19,136 $1.92M 0.29% +1,637 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: 12,015 shares; 2024Q4: 12,418 shares; 2025Q1: 13,372 shares; 2025Q2: 12,834 shares; 2025Q3: 12,988 shares; 2025Q4: 12,262 shares 12,262 $1.86M 0.29% -726 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: 3,220 shares; 2024Q4: 3,200 shares; 2025Q1: 3,696 shares; 2025Q2: 4,160 shares; 2025Q3: 4,163 shares; 2025Q4: 6,041 shares 6,041 $1.85M 0.28% +1,878 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,002 shares; 2024Q4: 83,309 shares; 2025Q1: 84,248 shares; 2025Q2: 105,511 shares; 2025Q3: 107,242 shares; 2025Q4: 121,539 shares 121,539 $1.84M 0.28% +14,297 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: 4,602 shares; 2024Q4: 4,634 shares; 2025Q1: 4,776 shares; 2025Q2: 4,823 shares; 2025Q3: 4,913 shares; 2025Q4: 5,194 shares 5,194 $1.83M 0.28% +281 Timeline DJUN 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: 31,535 shares; 2024Q4: 29,067 shares; 2025Q1: 38,647 shares; 2025Q2: 38,677 shares; 2025Q3: 38,452 shares; 2025Q4: 37,979 shares 37,979 $1.81M 0.28% -473 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: 34,595 shares; 2024Q4: 35,211 shares; 2025Q1: 38,703 shares; 2025Q2: 41,479 shares; 2025Q3: 40,613 shares; 2025Q4: 40,267 shares 40,267 $1.79M 0.27% -346 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: 82,105 shares; 2024Q4: 71,318 shares; 2025Q1: 67,192 shares; 2025Q2: 67,021 shares; 2025Q3: 65,856 shares; 2025Q4: 67,133 shares 67,133 $1.76M 0.27% +1,277 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,996 shares 105,996 $1.76M 0.27% new 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: 16,678 shares; 2024Q4: 16,260 shares; 2025Q1: 17,194 shares; 2025Q2: 16,796 shares; 2025Q3: 16,786 shares; 2025Q4: 16,354 shares 16,354 $1.75M 0.27% -432 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: 1,948 shares; 2024Q4: 1,927 shares; 2025Q1: 1,998 shares; 2025Q2: 1,872 shares; 2025Q3: 1,862 shares; 2025Q4: 1,671 shares 1,671 $1.73M 0.27% -191 Timeline DSEP 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: 29,952 shares; 2024Q4: 32,097 shares; 2025Q1: 31,119 shares; 2025Q2: 31,119 shares; 2025Q3: 37,847 shares; 2025Q4: 38,301 shares 38,301 $1.73M 0.27% +454 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: not reported; 2024Q4: not reported; 2025Q1: 24,636 shares; 2025Q2: 24,014 shares; 2025Q3: 23,164 shares; 2025Q4: 22,814 shares 22,814 $1.72M 0.26% -350 Timeline DMAR 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: 54,792 shares; 2024Q4: 38,653 shares; 2025Q1: 43,963 shares; 2025Q2: 43,403 shares; 2025Q3: 42,968 shares; 2025Q4: 40,554 shares 40,554 $1.7M 0.26% -2,414 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,787 shares; 2024Q4: 16,497 shares; 2025Q1: 15,853 shares; 2025Q2: 16,107 shares; 2025Q3: 16,362 shares; 2025Q4: 16,872 shares 16,872 $1.69M 0.26% +510 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 42,653 shares; 2025Q2: 45,295 shares; 2025Q3: 45,325 shares; 2025Q4: 46,728 shares 46,728 $1.69M 0.26% +1,403 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: 15,252 shares; 2024Q4: 15,279 shares; 2025Q1: 19,050 shares; 2025Q2: 18,052 shares; 2025Q3: 17,561 shares; 2025Q4: 17,924 shares 17,924 $1.6M 0.25% +363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,189 shares 38,189 $1.59M 0.24% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,520 shares; 2024Q4: 31,520 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 23,095 shares 23,095 $1.59M 0.24% 0 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: 14,835 shares; 2024Q4: 17,461 shares; 2025Q1: 29,918 shares; 2025Q2: 36,396 shares; 2025Q3: 37,208 shares; 2025Q4: 31,849 shares 31,849 $1.59M 0.24% -5,359 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: 9,974 shares; 2024Q4: 10,002 shares; 2025Q1: 11,947 shares; 2025Q2: 9,784 shares; 2025Q3: 9,687 shares; 2025Q4: 8,651 shares 8,651 $1.55M 0.24% -1,036 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: 37,814 shares; 2024Q4: 38,092 shares; 2025Q1: 18,020 shares; 2025Q2: 18,348 shares; 2025Q3: 17,949 shares; 2025Q4: 16,306 shares 16,306 $1.52M 0.23% -1,643 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: 5,684 shares; 2024Q4: 5,677 shares; 2025Q1: 6,453 shares; 2025Q2: 6,423 shares; 2025Q3: 6,549 shares; 2025Q4: 6,663 shares 6,663 $1.51M 0.23% +114 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.45M 0.22% 0 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: 4,241 shares; 2024Q4: 4,400 shares; 2025Q1: 4,818 shares; 2025Q2: 4,722 shares; 2025Q3: 4,777 shares; 2025Q4: 6,477 shares 6,477 $1.44M 0.22% +1,700 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,999 shares; 2024Q4: 23,865 shares; 2025Q1: 22,644 shares; 2025Q2: 24,445 shares; 2025Q3: 23,611 shares; 2025Q4: 24,098 shares 24,098 $1.44M 0.22% +487 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: 22,697 shares; 2024Q4: 24,866 shares; 2025Q1: 26,192 shares; 2025Q2: 25,740 shares; 2025Q3: 25,113 shares; 2025Q4: 23,277 shares 23,277 $1.44M 0.22% -1,836 Timeline QDEC 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: 32,436 shares; 2024Q4: 35,098 shares; 2025Q1: 48,028 shares; 2025Q2: 46,493 shares; 2025Q3: 43,339 shares; 2025Q4: 43,854 shares 43,854 $1.44M 0.22% +515 Timeline DAUG 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: 41,253 shares; 2024Q4: 39,700 shares; 2025Q1: 36,158 shares; 2025Q2: 34,365 shares; 2025Q3: 33,985 shares; 2025Q4: 32,151 shares 32,151 $1.44M 0.22% -1,834 Timeline QSPT 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: 27,974 shares; 2024Q4: 34,851 shares; 2025Q1: 80,327 shares; 2025Q2: 80,327 shares; 2025Q3: 44,191 shares; 2025Q4: 44,925 shares 44,925 $1.43M 0.22% +734 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 11,195 shares; 2025Q2: 5,441 shares; 2025Q3: 4,588 shares; 2025Q4: 17,846 shares 17,846 $1.41M 0.22% +13,258 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,746 shares; 2025Q2: 37,928 shares; 2025Q3: 37,166 shares; 2025Q4: 29,258 shares 29,258 $1.41M 0.22% -7,908 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,403 shares; 2024Q4: 6,225 shares; 2025Q1: 7,922 shares; 2025Q2: 8,163 shares; 2025Q3: 9,832 shares; 2025Q4: 12,694 shares 12,694 $1.4M 0.21% +2,862 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,192 shares; 2024Q4: 25,182 shares; 2025Q1: 25,556 shares; 2025Q2: 25,738 shares; 2025Q3: 25,813 shares; 2025Q4: 16,487 shares 16,487 $1.38M 0.21% -9,326 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: 16,984 shares; 2024Q4: 16,741 shares; 2025Q1: 24,474 shares; 2025Q2: 23,874 shares; 2025Q3: 24,219 shares; 2025Q4: 25,766 shares 25,766 $1.37M 0.21% +1,547 Timeline IYJ 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: 3,937 shares; 2024Q4: 8,519 shares; 2025Q1: 8,713 shares; 2025Q2: 9,066 shares; 2025Q3: 8,904 shares; 2025Q4: 8,889 shares 8,889 $1.37M 0.21% -15 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: not reported; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares 24,461 $1.35M 0.21% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,523 shares; 2025Q2: 79,488 shares; 2025Q3: 79,488 shares; 2025Q4: 33,767 shares 33,767 $1.35M 0.21% -45,721 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,802 shares; 2024Q4: 37,350 shares; 2025Q1: 40,395 shares; 2025Q2: 42,778 shares; 2025Q3: 42,781 shares; 2025Q4: 38,862 shares 38,862 $1.34M 0.2% -3,919 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: 4,835 shares; 2024Q4: 4,908 shares; 2025Q1: 5,075 shares; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,953 shares 5,953 $1.33M 0.2% +27 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 6,149 shares; 2025Q1: 6,806 shares; 2025Q2: 7,162 shares; 2025Q3: 7,298 shares; 2025Q4: 7,375 shares 7,375 $1.31M 0.2% +77 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,989 shares; 2024Q4: 42,741 shares; 2025Q1: 42,108 shares; 2025Q2: 45,748 shares; 2025Q3: 41,966 shares; 2025Q4: 31,142 shares 31,142 $1.29M 0.2% -10,824 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: 3,314 shares; 2024Q4: 3,341 shares; 2025Q1: 3,928 shares; 2025Q2: 3,964 shares; 2025Q3: 4,000 shares; 2025Q4: 4,178 shares 4,178 $1.28M 0.2% +178 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,893 shares; 2025Q1: 7,773 shares; 2025Q2: 7,846 shares; 2025Q3: 7,932 shares; 2025Q4: 9,007 shares 9,007 $1.28M 0.2% +1,075 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: 3,915 shares; 2025Q1: 3,892 shares; 2025Q2: 5,169 shares; 2025Q3: 5,269 shares; 2025Q4: 5,467 shares 5,467 $1.28M 0.2% +198 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 9,401 shares; 2025Q1: 12,931 shares; 2025Q2: 14,213 shares; 2025Q3: 14,653 shares; 2025Q4: 16,521 shares 16,521 $1.26M 0.19% +1,868 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: 23,636 shares; 2024Q4: 24,908 shares; 2025Q1: 30,524 shares; 2025Q2: 30,524 shares; 2025Q3: 30,084 shares; 2025Q4: 25,434 shares 25,434 $1.25M 0.19% -4,650 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 11,463 shares; 2025Q1: 25,771 shares; 2025Q2: 25,446 shares; 2025Q3: 23,519 shares; 2025Q4: 23,819 shares 23,819 $1.24M 0.19% +300 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: 4,130 shares; 2024Q4: 3,976 shares; 2025Q1: 7,692 shares; 2025Q2: 9,711 shares; 2025Q3: 12,296 shares; 2025Q4: 17,743 shares 17,743 $1.23M 0.19% +5,447 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: 36,389 shares; 2024Q4: 39,664 shares; 2025Q1: 38,864 shares; 2025Q2: 41,014 shares; 2025Q3: 40,939 shares; 2025Q4: 38,024 shares 38,024 $1.22M 0.19% -2,915 Timeline GJAN 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: 20,304 shares; 2024Q4: 20,304 shares; 2025Q1: 26,984 shares; 2025Q2: 26,984 shares; 2025Q3: 26,984 shares; 2025Q4: 27,490 shares 27,490 $1.18M 0.18% +506 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,520 shares; 2025Q3: 4,745 shares; 2025Q4: 20,531 shares 20,531 $1.18M 0.18% +15,786 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: 2,809 shares; 2024Q4: 2,784 shares; 2025Q1: 3,002 shares; 2025Q2: 3,199 shares; 2025Q3: 4,265 shares; 2025Q4: 4,971 shares 4,971 $1.18M 0.18% +706 Timeline YJUN 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: 31,175 shares; 2024Q4: 38,395 shares; 2025Q1: 47,578 shares; 2025Q2: 46,813 shares; 2025Q3: 47,787 shares; 2025Q4: 44,197 shares 44,197 $1.15M 0.18% -3,590 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: 878 shares; 2024Q4: 872 shares; 2025Q1: 985 shares; 2025Q2: 948 shares; 2025Q3: 947 shares; 2025Q4: 1,582 shares 1,582 $1.15M 0.18% +635 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 12,746 shares; 2025Q1: 21,578 shares; 2025Q2: 23,282 shares; 2025Q3: 25,436 shares; 2025Q4: 29,582 shares 29,582 $1.14M 0.18% +4,146 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: 824 shares; 2024Q4: 827 shares; 2025Q1: 3,488 shares; 2025Q2: 3,487 shares; 2025Q3: 3,490 shares; 2025Q4: 3,959 shares 3,959 $1.14M 0.17% +469 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: 4,311 shares; 2024Q4: 4,768 shares; 2025Q1: 8,369 shares; 2025Q2: 9,311 shares; 2025Q3: 9,994 shares; 2025Q4: 15,139 shares 15,139 $1.13M 0.17% +5,145 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: not reported; 2024Q4: not reported; 2025Q1: 10,917 shares; 2025Q2: 13,115 shares; 2025Q3: 16,276 shares; 2025Q4: 20,665 shares 20,665 $1.1M 0.17% +4,389 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: 2,822 shares; 2024Q4: 2,862 shares; 2025Q1: 3,374 shares; 2025Q2: 3,465 shares; 2025Q3: 3,448 shares; 2025Q4: 3,379 shares 3,379 $1.09M 0.17% -69 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: 34,144 shares; 2024Q4: 37,978 shares; 2025Q1: 42,116 shares; 2025Q2: 44,486 shares; 2025Q3: 43,940 shares; 2025Q4: 40,348 shares 40,348 $1.07M 0.16% -3,592 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 10,910 shares; 2025Q1: 11,349 shares; 2025Q2: 11,073 shares; 2025Q3: 11,035 shares; 2025Q4: 9,838 shares 9,838 $1.03M 0.16% -1,197 Timeline GMAR 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: 10,384 shares; 2024Q4: 10,474 shares; 2025Q1: 24,973 shares; 2025Q2: 24,883 shares; 2025Q3: 24,883 shares; 2025Q4: 24,883 shares 24,883 $1.02M 0.16% 0 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: 10,951 shares; 2024Q4: 10,975 shares; 2025Q1: 12,252 shares; 2025Q2: 12,356 shares; 2025Q3: 12,212 shares; 2025Q4: 18,183 shares 18,183 $1.02M 0.16% +5,971 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: 7,172 shares; 2024Q4: 8,108 shares; 2025Q1: 10,957 shares; 2025Q2: 11,714 shares; 2025Q3: 12,067 shares; 2025Q4: 12,909 shares 12,909 $1.01M 0.15% +842 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: 12,509 shares; 2024Q4: 12,321 shares; 2025Q1: 12,913 shares; 2025Q2: 12,806 shares; 2025Q3: 12,632 shares; 2025Q4: 13,413 shares 13,413 $1M 0.15% +781 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,265 shares; 2025Q1: 2,267 shares; 2025Q2: 2,269 shares; 2025Q3: 2,279 shares; 2025Q4: 2,227 shares 2,227 $995K 0.15% -52 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,190 shares; 2025Q2: 23,592 shares; 2025Q3: 23,592 shares; 2025Q4: 23,592 shares 23,592 $980K 0.15% 0 Timeline AGZ 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: 12,245 shares; 2024Q4: 13,255 shares; 2025Q1: 8,277 shares; 2025Q2: 8,899 shares; 2025Q3: 8,805 shares; 2025Q4: 8,829 shares 8,829 $974K 0.15% +24 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 2,021 shares; 2025Q1: 2,332 shares; 2025Q2: 2,386 shares; 2025Q3: 2,408 shares; 2025Q4: 8,757 shares 8,757 $973K 0.15% +6,349 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,253 shares; 2024Q4: 17,499 shares; 2025Q1: 18,763 shares; 2025Q2: 19,227 shares; 2025Q3: 19,251 shares; 2025Q4: 18,857 shares 18,857 $970K 0.15% -394 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: 3,399 shares; 2024Q4: 3,514 shares; 2025Q1: 6,951 shares; 2025Q2: 7,646 shares; 2025Q3: 7,844 shares; 2025Q4: 10,549 shares 10,549 $963K 0.15% +2,705 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,908 shares; 2025Q2: 40,908 shares; 2025Q3: 40,878 shares; 2025Q4: 24,094 shares 24,094 $962K 0.15% -16,784 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: 15,896 shares; 2024Q4: 33,558 shares; 2025Q1: 22,691 shares; 2025Q2: 22,691 shares; 2025Q3: 22,466 shares; 2025Q4: 21,341 shares 21,341 $951K 0.15% -1,125 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: 2,348 shares; 2024Q4: 2,367 shares; 2025Q1: 2,605 shares; 2025Q2: 3,053 shares; 2025Q3: 3,039 shares; 2025Q4: 2,964 shares 2,964 $934K 0.14% -75 Timeline FMAR 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: 108,582 shares; 2024Q4: 11,782 shares; 2025Q1: 17,942 shares; 2025Q2: 19,113 shares; 2025Q3: 19,113 shares; 2025Q4: 19,113 shares 19,113 $913K 0.14% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,782 shares; 2025Q1: 2,494 shares; 2025Q2: 2,610 shares; 2025Q3: 2,733 shares; 2025Q4: 2,726 shares 2,726 $901K 0.14% -7 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: 1,155 shares; 2024Q4: 1,810 shares; 2025Q1: 1,265 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,296 shares 1,296 $901K 0.14% +76 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: 11,522 shares; 2024Q4: 12,925 shares; 2025Q1: 15,365 shares; 2025Q2: 15,782 shares; 2025Q3: 15,897 shares; 2025Q4: 11,927 shares 11,927 $900K 0.14% -3,970 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: 6,437 shares; 2024Q4: 7,038 shares; 2025Q1: 7,665 shares; 2025Q2: 6,664 shares; 2025Q3: 6,521 shares; 2025Q4: 6,878 shares 6,878 $874K 0.13% +357 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: 2,971 shares; 2024Q4: 2,946 shares; 2025Q1: 3,194 shares; 2025Q2: 3,178 shares; 2025Q3: 3,108 shares; 2025Q4: 6,012 shares 6,012 $865K 0.13% +2,904 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,303 shares; 2024Q4: 97,709 shares; 2025Q1: 111,438 shares; 2025Q2: 113,172 shares; 2025Q3: 110,668 shares; 2025Q4: 84,928 shares 84,928 $865K 0.13% -25,740 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: 1,015 shares; 2024Q4: 974 shares; 2025Q1: 1,113 shares; 2025Q2: 1,125 shares; 2025Q3: 1,115 shares; 2025Q4: 10,232 shares 10,232 $854K 0.13% +9,117 Timeline DXJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 1,764 shares; 2025Q4: 5,569 shares 5,569 $851K 0.13% +3,805 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: 3,684 shares; 2024Q4: 3,807 shares; 2025Q1: 3,883 shares; 2025Q2: 3,911 shares; 2025Q3: 3,945 shares; 2025Q4: 11,445 shares 11,445 $850K 0.13% +7,500 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: 7,385 shares; 2024Q4: 10,221 shares; 2025Q1: 8,746 shares; 2025Q2: 14,865 shares; 2025Q3: 14,759 shares; 2025Q4: 16,583 shares 16,583 $849K 0.13% +1,824 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,610 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,366 shares 10,366 $843K 0.13% -75 Timeline VPU 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: not reported; 2024Q4: not reported; 2025Q1: 3,655 shares; 2025Q2: 3,718 shares; 2025Q3: 3,822 shares; 2025Q4: 4,457 shares 4,457 $838K 0.13% +635 Timeline DMAY 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: 22,026 shares; 2024Q4: 22,026 shares; 2025Q1: 21,122 shares; 2025Q2: 21,122 shares; 2025Q3: 21,122 shares; 2025Q4: 18,368 shares 18,368 $835K 0.13% -2,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,156 shares; 2025Q3: 4,654 shares; 2025Q4: 15,385 shares 15,385 $833K 0.13% +10,731 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,962 shares; 2024Q4: 9,761 shares; 2025Q1: 13,000 shares; 2025Q2: 15,935 shares; 2025Q3: 15,859 shares; 2025Q4: 16,976 shares 16,976 $832K 0.13% +1,117 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,866 shares; 2025Q1: 2,273 shares; 2025Q2: 2,229 shares; 2025Q3: 2,282 shares; 2025Q4: 2,427 shares 2,427 $830K 0.13% +145 Timeline SAUG 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: 13,991 shares; 2024Q4: 17,211 shares; 2025Q1: 14,096 shares; 2025Q2: 12,484 shares; 2025Q3: 32,713 shares; 2025Q4: 31,213 shares 31,213 $815K 0.12% -1,500 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,500 shares; 2025Q4: 29,954 shares 29,954 $798K 0.12% +3,454 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,549 shares; 2025Q1: 6,231 shares; 2025Q2: 7,366 shares; 2025Q3: 7,055 shares; 2025Q4: 5,057 shares 5,057 $775K 0.12% -1,998 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: not reported; 2024Q4: not reported; 2025Q1: 5,112 shares; 2025Q2: 5,120 shares; 2025Q3: 5,127 shares; 2025Q4: 5,045 shares 5,045 $759K 0.12% -82 Timeline SNOV 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: 10,365 shares; 2025Q1: 25,455 shares; 2025Q2: 26,985 shares; 2025Q3: 27,756 shares; 2025Q4: 29,821 shares 29,821 $753K 0.12% +2,065 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: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 3,993 shares; 2025Q2: 2,257 shares; 2025Q3: 2,215 shares; 2025Q4: 2,165 shares 2,165 $750K 0.11% -50 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,182 shares; 2024Q4: 20,847 shares; 2025Q1: 27,788 shares; 2025Q2: 31,006 shares; 2025Q3: 31,766 shares; 2025Q4: 22,576 shares 22,576 $744K 0.11% -9,190 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,271 shares; 2025Q2: 142,359 shares; 2025Q3: 139,278 shares; 2025Q4: 26,475 shares 26,475 $743K 0.11% -112,803 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,427 shares; 2024Q4: 17,889 shares; 2025Q1: 16,869 shares; 2025Q2: 17,122 shares; 2025Q3: 16,414 shares; 2025Q4: 8,278 shares 8,278 $729K 0.11% -8,136 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,765 shares; 2025Q1: 6,381 shares; 2025Q2: 6,726 shares; 2025Q3: 6,563 shares; 2025Q4: 5,276 shares 5,276 $728K 0.11% -1,287 Timeline QMAG 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: 17,370 shares; 2025Q1: 17,670 shares; 2025Q2: 17,670 shares; 2025Q3: 31,054 shares; 2025Q4: 30,172 shares 30,172 $718K 0.11% -882 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,787 shares; 2025Q4: 2,098 shares 2,098 $715K 0.11% +311 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 760 shares; 2025Q1: 834 shares; 2025Q2: 848 shares; 2025Q3: 879 shares; 2025Q4: 990 shares 990 $714K 0.11% +111 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: 6,101 shares; 2024Q4: 5,323 shares; 2025Q1: 5,648 shares; 2025Q2: 5,734 shares; 2025Q3: 5,868 shares; 2025Q4: 6,462 shares 6,462 $713K 0.11% +594 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,596 shares; 2025Q1: 7,535 shares; 2025Q2: 7,575 shares; 2025Q3: 7,554 shares; 2025Q4: 7,383 shares 7,383 $712K 0.11% -171 Timeline SMAY 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: 26,285 shares; 2024Q4: 24,415 shares; 2025Q1: 24,535 shares; 2025Q2: 29,730 shares; 2025Q3: 27,990 shares; 2025Q4: 27,000 shares 27,000 $711K 0.11% -990 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,678 shares; 2024Q4: 10,764 shares; 2025Q1: 12,025 shares; 2025Q2: 12,396 shares; 2025Q3: 11,869 shares; 2025Q4: 8,162 shares 8,162 $710K 0.11% -3,707 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: 16,113 shares; 2024Q4: 16,620 shares; 2025Q1: 16,905 shares; 2025Q2: 15,387 shares; 2025Q3: 15,057 shares; 2025Q4: 6,072 shares 6,072 $703K 0.11% -8,985 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,755 shares; 2024Q4: 18,965 shares; 2025Q1: 20,053 shares; 2025Q2: 22,071 shares; 2025Q3: 21,023 shares; 2025Q4: 13,565 shares 13,565 $700K 0.11% -7,458 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 10,780 shares; 2025Q1: 10,570 shares; 2025Q2: 10,121 shares; 2025Q3: 9,635 shares; 2025Q4: 5,109 shares 5,109 $696K 0.11% -4,526 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,705 shares; 2025Q1: 4,300 shares; 2025Q2: 4,433 shares; 2025Q3: 4,334 shares; 2025Q4: 10,634 shares 10,634 $695K 0.11% +6,300 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,887 shares; 2024Q4: 46,299 shares; 2025Q1: 47,212 shares; 2025Q2: 44,598 shares; 2025Q3: 44,956 shares; 2025Q4: 45,452 shares 45,452 $695K 0.11% +496 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 5,072 shares; 2025Q4: 7,637 shares 7,637 $690K 0.11% +2,565 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 11,204 shares; 2025Q1: 12,169 shares; 2025Q2: 12,111 shares; 2025Q3: 11,800 shares; 2025Q4: 14,554 shares 14,554 $688K 0.11% +2,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,290 shares; 2025Q3: 3,527 shares; 2025Q4: 3,458 shares 3,458 $685K 0.1% -69 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,737 shares; 2025Q1: 4,954 shares; 2025Q2: 5,007 shares; 2025Q3: 4,962 shares; 2025Q4: 3,987 shares 3,987 $676K 0.1% -975 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,874 shares; 2024Q4: 5,924 shares; 2025Q1: 5,807 shares; 2025Q2: 5,720 shares; 2025Q3: 5,502 shares; 2025Q4: 4,663 shares 4,663 $675K 0.1% -839 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,574 shares; 2025Q1: 8,433 shares; 2025Q2: 8,816 shares; 2025Q3: 8,571 shares; 2025Q4: 7,701 shares 7,701 $668K 0.1% -870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 28,472 shares; 2025Q4: 28,460 shares 28,460 $667K 0.1% -12 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 23,491 shares 23,491 $663K 0.1% new 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: 23,893 shares; 2024Q4: 8,970 shares; 2025Q1: 9,623 shares; 2025Q2: 9,628 shares; 2025Q3: 10,029 shares; 2025Q4: 9,208 shares 9,208 $661K 0.1% -821 Timeline FNOV 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: 12,816 shares; 2025Q1: 11,326 shares; 2025Q2: 11,326 shares; 2025Q3: not reported; 2025Q4: 11,911 shares 11,911 $658K 0.1% new Timeline JTEK 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: 3,838 shares; 2024Q4: 3,626 shares; 2025Q1: 3,448 shares; 2025Q2: 3,227 shares; 2025Q3: 3,149 shares; 2025Q4: 7,425 shares 7,425 $654K 0.1% +4,276 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,107 shares; 2024Q4: 65,028 shares; 2025Q1: 64,889 shares; 2025Q2: 66,506 shares; 2025Q3: 63,062 shares; 2025Q4: 52,256 shares 52,256 $651K 0.1% -10,806 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 8,388 shares; 2025Q1: 8,410 shares; 2025Q2: 8,396 shares; 2025Q3: 8,418 shares; 2025Q4: 8,433 shares 8,433 $650K 0.1% +15 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 794 shares; 2025Q2: 793 shares; 2025Q3: 795 shares; 2025Q4: 937 shares 937 $648K 0.1% +142 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,987 shares; 2025Q4: 12,462 shares 12,462 $648K 0.1% +1,475 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,175 shares; 2025Q2: 45,803 shares; 2025Q3: 53,861 shares; 2025Q4: 55,447 shares 55,447 $646K 0.1% +1,586 Timeline QCOC 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: 26,505 shares; 2025Q1: 29,298 shares; 2025Q2: 29,298 shares; 2025Q3: 28,845 shares; 2025Q4: 28,595 shares 28,595 $645K 0.1% -250 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: 3,599 shares; 2024Q4: 3,622 shares; 2025Q1: 3,773 shares; 2025Q2: 3,791 shares; 2025Q3: 3,926 shares; 2025Q4: 4,191 shares 4,191 $644K 0.1% +265 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: 1,649 shares; 2024Q4: 1,656 shares; 2025Q1: 1,805 shares; 2025Q2: 1,630 shares; 2025Q3: 1,680 shares; 2025Q4: 1,827 shares 1,827 $642K 0.1% +147 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: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,871 shares; 2025Q3: 6,773 shares; 2025Q4: 6,647 shares 6,647 $638K 0.1% -126 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: 11,140 shares; 2024Q4: 11,047 shares; 2025Q1: not reported; 2025Q2: 9,541 shares; 2025Q3: 9,018 shares; 2025Q4: 13,697 shares 13,697 $636K 0.1% +4,679 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares 3,094 $633K 0.1% 0 Timeline TSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,748 shares; 2025Q4: 25,538 shares 25,538 $632K 0.1% +790 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: 1,749 shares; 2024Q4: 1,713 shares; 2025Q1: 1,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,830 shares 2,830 $622K 0.1% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,294 shares; 2025Q1: 3,376 shares; 2025Q2: 3,469 shares; 2025Q3: 3,437 shares; 2025Q4: 5,360 shares 5,360 $604K 0.09% +1,923 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: 3,586 shares; 2024Q4: 3,632 shares; 2025Q1: 3,970 shares; 2025Q2: 4,079 shares; 2025Q3: 4,332 shares; 2025Q4: 5,040 shares 5,040 $604K 0.09% +708 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: 400 shares; 2025Q1: 463 shares; 2025Q2: 477 shares; 2025Q3: 497 shares; 2025Q4: 538 shares 538 $602K 0.09% +41 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares; 2025Q3: 6,354 shares; 2025Q4: 12,526 shares 12,526 $595K 0.09% +6,172 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,523 shares; 2025Q1: 1,437 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,460 shares 1,460 $583K 0.09% -3 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 4,870 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 3,533 shares 3,533 $582K 0.09% +1,040 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 12,405 shares; 2025Q1: 12,885 shares; 2025Q2: 14,019 shares; 2025Q3: 13,631 shares; 2025Q4: 12,989 shares 12,989 $581K 0.09% -642 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: 1,172 shares; 2024Q4: 1,181 shares; 2025Q1: 1,133 shares; 2025Q2: 1,233 shares; 2025Q3: 1,246 shares; 2025Q4: 1,143 shares 1,143 $576K 0.09% -103 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 12,840 shares; 2025Q1: 15,726 shares; 2025Q2: 16,027 shares; 2025Q3: 15,491 shares; 2025Q4: 12,678 shares 12,678 $574K 0.09% -2,813 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,650 shares 21,650 $572K 0.09% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,507 shares; 2025Q1: 6,230 shares; 2025Q2: 6,366 shares; 2025Q3: 6,558 shares; 2025Q4: 7,246 shares 7,246 $572K 0.09% +688 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 926 shares; 2025Q1: 968 shares; 2025Q2: 981 shares; 2025Q3: 1,009 shares; 2025Q4: 1,083 shares 1,083 $571K 0.09% +74 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 15,447 shares; 2025Q1: 15,197 shares; 2025Q2: 15,197 shares; 2025Q3: 15,197 shares; 2025Q4: 14,972 shares 14,972 $565K 0.09% -225 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: 2,656 shares; 2024Q4: 2,797 shares; 2025Q1: 2,861 shares; 2025Q2: 2,725 shares; 2025Q3: 3,024 shares; 2025Q4: 2,891 shares 2,891 $557K 0.09% -133 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: 8,130 shares 8,130 $556K 0.09% new Timeline JDOC 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: 3,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,055 shares; 2025Q3: 3,995 shares; 2025Q4: 9,460 shares 9,460 $553K 0.08% +5,465 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,782 shares 13,782 $553K 0.08% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,917 shares; 2024Q4: 157,515 shares; 2025Q1: 132,598 shares; 2025Q2: 128,426 shares; 2025Q3: 124,314 shares; 2025Q4: 101,470 shares 101,470 $552K 0.08% -22,844 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,973 shares; 2024Q4: 20,388 shares; 2025Q1: 23,938 shares; 2025Q2: 27,928 shares; 2025Q3: 28,213 shares; 2025Q4: 21,439 shares 21,439 $550K 0.08% -6,774 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: 3,065 shares; 2024Q4: 2,890 shares; 2025Q1: 3,639 shares; 2025Q2: 3,677 shares; 2025Q3: 3,955 shares; 2025Q4: 3,339 shares 3,339 $550K 0.08% -616 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,416 shares; 2025Q2: 15,266 shares; 2025Q3: 14,444 shares; 2025Q4: 14,444 shares 14,444 $548K 0.08% 0 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,102 shares; 2025Q2: 18,570 shares; 2025Q3: 17,735 shares; 2025Q4: 17,735 shares 17,735 $542K 0.08% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,482 shares; 2024Q4: 13,379 shares; 2025Q1: 12,661 shares; 2025Q2: 13,240 shares; 2025Q3: 13,017 shares; 2025Q4: 13,385 shares 13,385 $540K 0.08% +368 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: 1,756 shares; 2024Q4: 2,222 shares; 2025Q1: 2,448 shares; 2025Q2: 2,332 shares; 2025Q3: 2,480 shares; 2025Q4: 2,676 shares 2,676 $538K 0.08% +196 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: 16,517 shares; 2024Q4: 17,690 shares; 2025Q1: 21,344 shares; 2025Q2: 30,368 shares; 2025Q3: 29,944 shares; 2025Q4: 28,990 shares 28,990 $537K 0.08% -954 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,251 shares; 2025Q3: 3,190 shares; 2025Q4: 8,710 shares 8,710 $534K 0.08% +5,520 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 5,684 shares; 2025Q1: 5,670 shares; 2025Q2: 6,578 shares; 2025Q3: 6,096 shares; 2025Q4: 6,588 shares 6,588 $527K 0.08% +492 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: 2,271 shares; 2024Q4: 4,790 shares; 2025Q1: 5,975 shares; 2025Q2: 4,589 shares; 2025Q3: 4,503 shares; 2025Q4: 4,374 shares 4,374 $525K 0.08% -129 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: 857 shares; 2024Q4: 693 shares; 2025Q1: 797 shares; 2025Q2: 793 shares; 2025Q3: 797 shares; 2025Q4: 823 shares 823 $522K 0.08% +26 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,065 shares; 2025Q1: 2,451 shares; 2025Q2: 2,402 shares; 2025Q3: 2,481 shares; 2025Q4: 2,626 shares 2,626 $518K 0.08% +145 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 493 shares; 2025Q2: 505 shares; 2025Q3: 510 shares; 2025Q4: 553 shares 553 $518K 0.08% +43 Timeline VGSH 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: 6,851 shares; 2024Q4: 7,541 shares; 2025Q1: 8,303 shares; 2025Q2: 8,277 shares; 2025Q3: 8,078 shares; 2025Q4: 8,790 shares 8,790 $517K 0.08% +712 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: 2,485 shares; 2024Q4: 2,053 shares; 2025Q1: 1,869 shares; 2025Q2: 1,920 shares; 2025Q3: 2,026 shares; 2025Q4: 1,601 shares 1,601 $516K 0.08% -425 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,564 shares; 2024Q4: 18,411 shares; 2025Q1: 18,627 shares; 2025Q2: 21,695 shares; 2025Q3: 21,255 shares; 2025Q4: 21,629 shares 21,629 $513K 0.08% +374 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,165 shares; 2024Q4: 37,800 shares; 2025Q1: 35,250 shares; 2025Q2: 35,048 shares; 2025Q3: 35,048 shares; 2025Q4: 34,689 shares 34,689 $478K 0.07% -359 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,112 shares 4,112 $477K 0.07% new Timeline QMAR 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: 102,187 shares; 2024Q4: 100,714 shares; 2025Q1: 13,705 shares; 2025Q2: 14,275 shares; 2025Q3: 14,175 shares; 2025Q4: 14,163 shares 14,163 $470K 0.07% -12 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,570 shares; 2025Q1: 2,774 shares; 2025Q2: 2,845 shares; 2025Q3: 2,937 shares; 2025Q4: 3,594 shares 3,594 $469K 0.07% +657 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: 3,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,090 shares; 2025Q4: 15,025 shares 15,025 $467K 0.07% +7,935 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: 1,560 shares; 2024Q4: 1,855 shares; 2025Q1: 1,991 shares; 2025Q2: 2,042 shares; 2025Q3: 2,156 shares; 2025Q4: 2,442 shares 2,442 $467K 0.07% +286 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,852 shares; 2025Q2: 5,852 shares; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares 5,852 $465K 0.07% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,421 shares; 2025Q1: 6,565 shares; 2025Q2: 6,595 shares; 2025Q3: 6,610 shares; 2025Q4: 6,630 shares 6,630 $462K 0.07% +20 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,816 shares; 2025Q4: 2,125 shares 2,125 $457K 0.07% +309 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,102 shares; 2024Q4: 10,102 shares; 2025Q1: 11,268 shares; 2025Q2: 11,268 shares; 2025Q3: 11,516 shares; 2025Q4: 10,803 shares 10,803 $455K 0.07% -713 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: not reported; 2024Q4: 3,579 shares; 2025Q1: 4,395 shares; 2025Q2: 4,366 shares; 2025Q3: 4,399 shares; 2025Q4: 4,978 shares 4,978 $450K 0.07% +579 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: not reported; 2024Q4: not reported; 2025Q1: 5,571 shares; 2025Q2: 5,949 shares; 2025Q3: 5,797 shares; 2025Q4: 5,672 shares 5,672 $448K 0.07% -125 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,206 shares; 2025Q1: 2,470 shares; 2025Q2: 2,575 shares; 2025Q3: 2,788 shares; 2025Q4: 3,313 shares 3,313 $447K 0.07% +525 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,502 shares; 2025Q1: 1,628 shares; 2025Q2: 1,643 shares; 2025Q3: 1,730 shares; 2025Q4: 1,987 shares 1,987 $444K 0.07% +257 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: not reported; 2024Q4: not reported; 2025Q1: 10,395 shares; 2025Q2: 10,061 shares; 2025Q3: 9,628 shares; 2025Q4: 11,524 shares 11,524 $443K 0.07% +1,896 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: 2,390 shares; 2024Q4: 2,253 shares; 2025Q1: 2,254 shares; 2025Q2: 2,241 shares; 2025Q3: 2,240 shares; 2025Q4: 2,211 shares 2,211 $439K 0.07% -29 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,822 shares; 2025Q4: 3,000 shares 3,000 $432K 0.07% +178 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,884 shares; 2025Q1: 1,571 shares; 2025Q2: 1,614 shares; 2025Q3: 1,302 shares; 2025Q4: 1,328 shares 1,328 $431K 0.07% +26 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,060 shares; 2025Q1: 3,805 shares; 2025Q2: 4,105 shares; 2025Q3: 4,030 shares; 2025Q4: 7,940 shares 7,940 $429K 0.07% +3,910 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,679 shares; 2024Q4: 20,162 shares; 2025Q1: 20,560 shares; 2025Q2: 18,550 shares; 2025Q3: 18,338 shares; 2025Q4: 21,245 shares 21,245 $428K 0.07% +2,907 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 9,985 shares; 2025Q1: 18,149 shares; 2025Q2: 18,149 shares; 2025Q3: 14,435 shares; 2025Q4: 15,970 shares 15,970 $428K 0.07% +1,535 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 8,007 shares 8,007 $427K 0.07% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,505 shares; 2025Q4: 2,443 shares 2,443 $427K 0.07% +938 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: 6,302 shares; 2024Q4: 6,102 shares; 2025Q1: 10,179 shares; 2025Q2: 10,134 shares; 2025Q3: 8,989 shares; 2025Q4: 9,729 shares 9,729 $425K 0.07% +740 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: 4,448 shares; 2024Q4: 4,462 shares; 2025Q1: 4,742 shares; 2025Q2: 4,714 shares; 2025Q3: 4,830 shares; 2025Q4: 3,828 shares 3,828 $418K 0.06% -1,002 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: 490 shares; 2024Q4: 486 shares; 2025Q1: 827 shares; 2025Q2: 770 shares; 2025Q3: 772 shares; 2025Q4: 784 shares 784 $414K 0.06% +12 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: 9,162 shares; 2024Q4: 9,162 shares; 2025Q1: 9,162 shares; 2025Q2: 10,169 shares; 2025Q3: 12,219 shares; 2025Q4: 15,230 shares 15,230 $413K 0.06% +3,011 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,429 shares; 2025Q1: 1,519 shares; 2025Q2: 1,562 shares; 2025Q3: 1,672 shares; 2025Q4: 1,918 shares 1,918 $413K 0.06% +246 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: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,660 shares; 2025Q2: 1,580 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares 1,577 $411K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,130 shares; 2025Q3: 2,304 shares; 2025Q4: 2,741 shares 2,741 $411K 0.06% +437 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares 3,650 $401K 0.06% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares 4,656 $399K 0.06% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 137 shares; 2025Q1: 147 shares; 2025Q2: 146 shares; 2025Q3: 171 shares; 2025Q4: 184 shares 184 $395K 0.06% +13 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: 1,553 shares; 2024Q4: 1,560 shares; 2025Q1: 1,591 shares; 2025Q2: 1,614 shares; 2025Q3: 1,620 shares; 2025Q4: 1,468 shares 1,468 $392K 0.06% -152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,036 shares 1,036 $392K 0.06% new 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: 6,465 shares; 2024Q4: 6,570 shares; 2025Q1: 7,320 shares; 2025Q2: 7,512 shares; 2025Q3: 7,433 shares; 2025Q4: 7,375 shares 7,375 $389K 0.06% -58 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 3,202 shares 3,202 $384K 0.06% +708 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,208 shares; 2025Q3: 2,141 shares; 2025Q4: 1,676 shares 1,676 $380K 0.06% -465 Timeline IYH 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: 3,413 shares; 2024Q4: 3,418 shares; 2025Q1: 5,956 shares; 2025Q2: 5,960 shares; 2025Q3: 5,785 shares; 2025Q4: 5,789 shares 5,789 $376K 0.06% +4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 109 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares 101 $374K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 351 shares; 2025Q4: 398 shares 398 $373K 0.06% +47 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares 2,505 $372K 0.06% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,763 shares; 2025Q1: 3,905 shares; 2025Q2: 3,471 shares; 2025Q3: 3,617 shares; 2025Q4: 3,978 shares 3,978 $372K 0.06% +361 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,144 shares; 2025Q4: 3,586 shares 3,586 $370K 0.06% +442 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 12,585 shares 12,585 $367K 0.06% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,060 shares; 2025Q1: 4,297 shares; 2025Q2: 4,256 shares; 2025Q3: 4,273 shares; 2025Q4: 4,434 shares 4,434 $365K 0.06% +161 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares 3,376 $362K 0.06% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 5,992 shares; 2025Q3: 5,992 shares; 2025Q4: 4,644 shares 4,644 $362K 0.06% -1,348 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 291 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 3,649 shares 3,649 $359K 0.05% +30 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: 1,353 shares; 2024Q4: 1,343 shares; 2025Q1: 1,261 shares; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,249 shares 1,249 $358K 0.05% +95 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,527 shares; 2025Q1: 6,322 shares; 2025Q2: 5,680 shares; 2025Q3: 4,997 shares; 2025Q4: 3,894 shares 3,894 $358K 0.05% -1,103 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: not reported; 2024Q4: 3,222 shares; 2025Q1: 3,237 shares; 2025Q2: 3,503 shares; 2025Q3: 3,898 shares; 2025Q4: 4,362 shares 4,362 $355K 0.05% +464 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: 799 shares; 2024Q4: 803 shares; 2025Q1: 856 shares; 2025Q2: 1,160 shares; 2025Q3: 1,220 shares; 2025Q4: 1,341 shares 1,341 $354K 0.05% +121 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,427 shares; 2025Q3: 2,441 shares; 2025Q4: 2,934 shares 2,934 $352K 0.05% +493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 606 shares 606 $351K 0.05% +35 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,569 shares; 2024Q4: 11,129 shares; 2025Q1: 13,253 shares; 2025Q2: 13,886 shares; 2025Q3: 14,669 shares; 2025Q4: 9,620 shares 9,620 $350K 0.05% -5,049 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $342K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,092 shares; 2025Q3: 13,342 shares; 2025Q4: 13,419 shares 13,419 $341K 0.05% +77 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,012 shares 10,012 $339K 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares 691 $338K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,532 shares 1,532 $335K 0.05% +98 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: 9,994 shares; 2024Q4: 9,949 shares; 2025Q1: 7,662 shares; 2025Q2: 6,411 shares; 2025Q3: 5,304 shares; 2025Q4: 4,928 shares 4,928 $330K 0.05% -376 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,735 shares; 2025Q4: 3,837 shares 3,837 $329K 0.05% +1,102 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,524 shares; 2025Q1: 1,851 shares; 2025Q2: 1,864 shares; 2025Q3: 1,704 shares; 2025Q4: 1,539 shares 1,539 $327K 0.05% -165 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: 9,620 shares; 2024Q4: 9,992 shares; 2025Q1: 10,676 shares; 2025Q2: 10,040 shares; 2025Q3: 10,090 shares; 2025Q4: 10,692 shares 10,692 $326K 0.05% +602 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,287 shares; 2025Q1: 1,391 shares; 2025Q2: 1,440 shares; 2025Q3: 1,519 shares; 2025Q4: 1,718 shares 1,718 $323K 0.05% +199 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: not reported; 2024Q4: 776 shares; 2025Q1: 828 shares; 2025Q2: 854 shares; 2025Q3: 909 shares; 2025Q4: 1,016 shares 1,016 $320K 0.05% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,957 shares 14,957 $316K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 667 shares 667 $313K 0.05% new Timeline BBAG 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: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,767 shares; 2025Q3: 5,352 shares; 2025Q4: 6,680 shares 6,680 $311K 0.05% +1,328 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,824 shares; 2025Q2: 3,037 shares; 2025Q3: 3,166 shares; 2025Q4: 3,819 shares 3,819 $306K 0.05% +653 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,215 shares; 2025Q1: 1,278 shares; 2025Q2: 1,304 shares; 2025Q3: 1,398 shares; 2025Q4: 1,550 shares 1,550 $302K 0.05% +152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,779 shares; 2025Q3: 8,820 shares; 2025Q4: 10,076 shares 10,076 $300K 0.05% +1,256 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 567 shares; 2025Q1: 622 shares; 2025Q2: 637 shares; 2025Q3: 512 shares; 2025Q4: 600 shares 600 $300K 0.05% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 1,744 shares; 2025Q4: 1,997 shares 1,997 $293K 0.04% +253 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares 2,347 $293K 0.04% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,952 shares; 2025Q4: 7,452 shares 7,452 $291K 0.04% +1,500 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 6,042 shares; 2025Q1: 6,052 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 5,133 shares 5,133 $289K 0.04% -10 Timeline FN FABRINET More: the full row for FABRINET 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: 590 shares 590 $289K 0.04% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,486 shares; 2024Q4: 9,315 shares; 2025Q1: 8,606 shares; 2025Q2: 8,162 shares; 2025Q3: 8,121 shares; 2025Q4: 7,871 shares 7,871 $285K 0.04% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares 1,644 $283K 0.04% 0 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,548 shares; 2024Q4: 12,187 shares; 2025Q1: 15,919 shares; 2025Q2: 18,535 shares; 2025Q3: 19,029 shares; 2025Q4: 11,800 shares 11,800 $283K 0.04% -7,229 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: 1,751 shares; 2024Q4: 1,042 shares; 2025Q1: 1,284 shares; 2025Q2: 1,289 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares 1,236 $281K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,857 shares; 2025Q4: 1,860 shares 1,860 $281K 0.04% +3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,617 shares; 2025Q1: 1,328 shares; 2025Q2: 1,237 shares; 2025Q3: 1,241 shares; 2025Q4: 1,276 shares 1,276 $279K 0.04% +35 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: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 5,251 shares; 2025Q3: 5,251 shares; 2025Q4: 5,251 shares 5,251 $279K 0.04% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 730 shares; 2025Q2: 752 shares; 2025Q3: 805 shares; 2025Q4: 941 shares 941 $279K 0.04% +136 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 462 shares; 2025Q4: 536 shares 536 $276K 0.04% +74 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares 2,569 $276K 0.04% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,848 shares; 2025Q4: 15,067 shares 15,067 $268K 0.04% +1,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 553 shares 553 $266K 0.04% +116 Timeline EFRA 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: not reported; 2025Q4: 7,525 shares 7,525 $264K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,306 shares 3,306 $263K 0.04% new 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: 1,510 shares; 2024Q4: 1,519 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,686 shares; 2025Q4: 1,301 shares 1,301 $260K 0.04% -385 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,245 shares 1,245 $259K 0.04% +127 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: 2,236 shares; 2024Q4: 2,223 shares; 2025Q1: 2,664 shares; 2025Q2: 2,585 shares; 2025Q3: 2,473 shares; 2025Q4: 2,200 shares 2,200 $248K 0.04% -273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares 1,116 $248K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,329 shares; 2025Q1: 1,913 shares; 2025Q2: 1,947 shares; 2025Q3: 2,110 shares; 2025Q4: 1,146 shares 1,146 $247K 0.04% -964 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,618 shares; 2025Q3: 4,618 shares; 2025Q4: 4,618 shares 4,618 $246K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,355 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares 2,467 $245K 0.04% 0 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: 160 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares 1,600 $243K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,823 shares; 2025Q1: 2,820 shares; 2025Q2: 2,879 shares; 2025Q3: 2,779 shares; 2025Q4: 2,674 shares 2,674 $243K 0.04% -105 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,571 shares; 2025Q4: 4,815 shares 4,815 $242K 0.04% +244 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777 shares 777 $242K 0.04% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,860 shares; 2025Q4: 1,948 shares 1,948 $241K 0.04% +88 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,929 shares 1,929 $241K 0.04% +289 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares 3,190 $240K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,168 shares; 2025Q1: 2,441 shares; 2025Q2: 2,197 shares; 2025Q3: 2,290 shares; 2025Q4: 1,690 shares 1,690 $240K 0.04% -600 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,130 shares; 2025Q2: 9,885 shares; 2025Q3: not reported; 2025Q4: 10,178 shares 10,178 $239K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,274 shares; 2025Q4: 2,276 shares 2,276 $237K 0.04% +2 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,268 shares 3,268 $235K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares 2,686 $235K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,255 shares 1,255 $234K 0.04% new Timeline ILF 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: 8,445 shares; 2025Q3: 7,765 shares; 2025Q4: 6,549 shares 6,549 $232K 0.04% -1,216 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,120 shares; 2025Q3: 8,355 shares; 2025Q4: 8,355 shares 8,355 $230K 0.04% 0 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: 4,831 shares; 2025Q1: 5,353 shares; 2025Q2: 4,974 shares; 2025Q3: 4,508 shares; 2025Q4: 4,075 shares 4,075 $229K 0.04% -433 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,188 shares; 2025Q1: 836 shares; 2025Q2: 848 shares; 2025Q3: 854 shares; 2025Q4: 918 shares 918 $229K 0.04% +64 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares 618 $228K 0.03% new Timeline JGLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,248 shares 3,248 $225K 0.03% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,254 shares 4,254 $224K 0.03% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares 2,384 $220K 0.03% new Timeline IBBQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,563 shares 7,563 $220K 0.03% new Timeline ITB 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: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares 2,151 $219K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 2,092 shares 2,092 $215K 0.03% -48 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 853 shares 853 $215K 0.03% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 685 shares; 2025Q4: 736 shares 736 $214K 0.03% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,721 shares 11,721 $213K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,898 shares; 2025Q4: 1,481 shares 1,481 $213K 0.03% -417 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,713 shares; 2025Q4: 2,127 shares 2,127 $212K 0.03% +414 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,562 shares 5,562 $211K 0.03% new 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: 458 shares; 2024Q4: 452 shares; 2025Q1: 335 shares; 2025Q2: 336 shares; 2025Q3: 389 shares; 2025Q4: 420 shares 420 $210K 0.03% +31 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,273 shares 5,273 $209K 0.03% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,516 shares 1,516 $208K 0.03% -22 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,128 shares 6,128 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares 353 $204K 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 462 shares 462 $204K 0.03% +24 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: 3,403 shares; 2024Q4: 3,403 shares; 2025Q1: 3,393 shares; 2025Q2: 4,499 shares; 2025Q3: 3,400 shares; 2025Q4: 3,414 shares 3,414 $203K 0.03% +14 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 16,027 shares; 2025Q1: 13,323 shares; 2025Q2: 11,615 shares; 2025Q3: 12,122 shares; 2025Q4: 13,402 shares 13,402 $186K 0.03% +1,280 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,487 shares 10,487 $183K 0.03% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,202 shares; 2025Q2: 11,465 shares; 2025Q3: 11,376 shares; 2025Q4: 11,161 shares 11,161 $162K 0.02% -215 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,657 shares; 2024Q4: 22,813 shares; 2025Q1: 21,933 shares; 2025Q2: 21,933 shares; 2025Q3: 21,933 shares; 2025Q4: 10,933 shares 10,933 $156K 0.02% -11,000 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,902 shares 10,902 $144K 0.02% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 15,135 shares; 2025Q1: 13,935 shares; 2025Q2: 13,935 shares; 2025Q3: 13,935 shares; 2025Q4: 13,535 shares 13,535 $139K 0.02% -400 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,466 shares; 2024Q4: 75,121 shares; 2025Q1: 94,766 shares; 2025Q2: 30,754 shares; 2025Q3: 21,369 shares; 2025Q4: 15,026 shares 15,026 $77.8K 0.01% -6,343 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,903 shares; 2025Q2: 17,891 shares; 2025Q3: 17,650 shares; 2025Q4: 14,833 shares 14,833 $76.5K 0.01% -2,817 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 15,264 shares; 2025Q1: 14,738 shares; 2025Q2: 15,696 shares; 2025Q3: 15,338 shares; 2025Q4: 12,776 shares 12,776 $74.7K 0.01% -2,562 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,473 shares; 2024Q4: 13,363 shares; 2025Q1: 12,862 shares; 2025Q2: 13,530 shares; 2025Q3: 13,301 shares; 2025Q4: 11,070 shares 11,070 $74.6K 0.01% -2,231 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,137 shares; 2024Q4: 20,379 shares; 2025Q1: 15,829 shares; 2025Q2: 14,294 shares; 2025Q3: 13,383 shares; 2025Q4: 11,123 shares 11,123 $74.3K 0.01% -2,260 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares 10,445 $67.2K 0.01% 0 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: 234 shares; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares 470 $55K 0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,765 shares; 2025Q4: 14,815 shares 14,815 $10.8K <0.01% -1,950 Timeline